Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

VISA INC · CMN · quarter ended 2026-03-31 · 69 members disclosed V ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 3,691 holders are listed, largest first: 3,691
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $399B
holders whose share count rose or who opened the position (new + add), by shares: 1,740
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 347

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of V ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$41.2B	136,190,947	−3,959,542	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$32.3B	107,005,168	—	NO PRIOR
3	STATE STREET CORP	$24.9B	82,306,015	−492,136	TRIM
4	MORGAN STANLEY	$13.9B	45,979,950	−883,131	TRIM
5	FMR LLC	$13.6B	44,908,229	−1,802,276	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$13.5B	44,883,639	+841,053	ADD
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$11.4B	37,604,815	—	NO PRIOR
8	TCI Fund Management Ltd	$9.2B	30,468,133	+2,743,900	ADD
9	Capital World Investors	$7.6B	25,178,201	+701,137	ADD
10	Capital International Investors	$7.2B	23,709,563	+2,193,192	ADD
11	BANK OF AMERICA CORP /DE/	$6.9B	22,881,733	−953,603	TRIM
12	ALLIANCEBERNSTEIN L.P.	$6.4B	18,156,647	−420,973	TRIM
13	NORTHERN TRUST CORP	$5.3B	17,650,961	−187,014	TRIM
14	GOLDMAN SACHS GROUP INC	$4.9B	16,078,620	+685,174	ADD
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$4.2B	13,911,572	+1,145,571	ADD
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$4.1B	13,686,005	+304,062	ADD
17	JPMORGAN CHASE & CO	$4.1B	13,630,427	−1,102,252	TRIM
18	Legal & General Group Plc	$3.8B	12,550,826	+184,159	ADD
19	ROYAL BANK OF CANADA	$3.8B	12,520,047	−60,820	TRIM
20	UBS Group AG	$3.6B	12,048,170	+446,172	ADD
21	Bank of New York Mellon Corp	$3.6B	11,999,819	−516,270	TRIM
22	AMERIPRISE FINANCIAL INC	$3.3B	11,009,974	−2,706,862	TRIM
23	WELLINGTON MANAGEMENT GROUP LLP	$3.1B	10,238,811	+1,025,699	ADD
24	VANGUARD FIDUCIARY TRUST CO	$2.9B	9,700,881	—	NO PRIOR
25	Invesco Ltd.	$2.9B	9,452,567	−1,592,806	TRIM
26	FRANKLIN RESOURCES INC	$2.8B	9,256,724	+413,101	ADD
27	DIMENSIONAL FUND ADVISORS LP	$2.7B	8,842,842	+316,559	ADD
28	DEUTSCHE BANK AG\	$2.7B	8,810,653	−15,014	TRIM
29	BARCLAYS PLC	$2.6B	8,505,889	−776,588	TRIM
30	WELLS FARGO & COMPANY/MN	$2.5B	8,259,175	+159,303	ADD
31	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.3B	4,165,473	−369,726	TRIM
32	BROWN ADVISORY INC	$2.3B	7,595,390	+196,349	ADD
33	Fisher Asset Management, LLC	$2.3B	7,589,158	+104,026	ADD
34	Nuveen, LLC	$2.2B	7,137,635	−1,665,584	TRIM
35	JENNISON ASSOCIATES LLC	$2.1B	6,922,544	−173,514	TRIM
36	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.1B	6,909,927	−64,957	TRIM
37	HSBC HOLDINGS PLC	$2.0B	6,785,289	−8,031,523	TRIM
38	Temasek Holdings (Private) Ltd	$2.0B	6,671,628	+179,747	ADD
39	Mitsubishi UFJ Asset Management Co., Ltd.	$2.0B	6,632,238	+190,423	ADD
40	Amundi	$2.0B	6,622,604	+348,259	ADD
41	Clearbridge Investments, LLC	$2.0B	6,460,806	−172,479	TRIM
42	VIKING GLOBAL INVESTORS LP	$1.9B	6,328,185	+2,343,980	ADD
43	BANK OF MONTREAL /CAN/	$1.9B	6,151,733	+1,735,713	ADD
44	Ninety One UK Ltd	$1.8B	6,112,245	−2,601	TRIM
45	Capital Research Global Investors	$1.8B	6,022,082	+1,706,205	ADD
46	RAYMOND JAMES FINANCIAL INC	$1.7B	5,506,658	+2,763	ADD
47	Swiss National Bank	$1.5B	4,947,360	+292,480	ADD
48	VICTORY CAPITAL MANAGEMENT INC	$1.5B	4,905,279	−1,602,810	TRIM
49	Sanders Capital, LLC	$1.5B	4,861,653	+1,546,350	ADD
50	PRINCIPAL FINANCIAL GROUP INC	$1.5B	4,848,317	+213,955	ADD
51	Janus Henderson Group Ltd.	$1.4B	4,486,927	+1,116,498	ADD
52	ENVESTNET ASSET MANAGEMENT INC	$1.3B	4,153,850	+382,655	ADD
53	Egerton Capital (UK) LLP	$1.2B	4,110,970	+839,971	ADD
54	Sumitomo Mitsui Trust Group, Inc.	$1.2B	4,083,557	−230,842	TRIM
55	PRIMECAP MANAGEMENT CO/CA/	$1.2B	4,060,201	+51,250	ADD
56	Vanguard Global Advisers, LLC	$1.1B	3,678,816	—	NO PRIOR
57	National Pension Service	$1.0B	3,398,829	+3,398,829	NEW
58	STIFEL FINANCIAL CORP	$991M	3,278,999	−96,199	TRIM
59	CIBC Bancorp USA Inc.	$977M	3,230,614	—	NO PRIOR
60	CITIGROUP INC	$962M	3,184,147	+704,698	ADD
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$960M	3,176,693	−142,740	TRIM
62	TD ASSET MANAGEMENT INC	$945M	3,127,726	−33,699	TRIM
63	Fundsmith LLP	$938M	3,104,090	−430,594	TRIM
64	Grantham, Mayo, Van Otterloo & Co. LLC	$918M	3,036,116	+386,559	ADD
65	Soroban Capital Partners LP	$895M	2,961,240	+476,622	ADD
66	EDGEWOOD MANAGEMENT LLC	$886M	2,931,347	−741,316	TRIM
67	LPL Financial LLC	$885M	2,928,554	−29,934	TRIM
68	VANGUARD ASSET MANAGEMENT, Ltd	$882M	2,917,379	—	NO PRIOR
69	1832 Asset Management L.P.	$855M	2,827,907	+109,550	ADD
70	Swedbank AB	$840M	2,780,535	−202,545	TRIM
71	SANDS CAPITAL MANAGEMENT, LLC	$837M	2,770,431	−319,698	TRIM
72	POLEN CAPITAL MANAGEMENT LLC	$739M	2,445,760	−929,582	TRIM
73	NORDEA INVESTMENT MANAGEMENT AB	$732M	2,462,321	−281,161	TRIM
74	LAZARD ASSET MANAGEMENT LLC	$730M	2,414,787	+55,185	ADD
75	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$725M	2,400,000	0	NO CHANGE
76	Capital Wealth Planning, LLC	$708M	2,343,562	+172,519	ADD
77	ValueAct Holdings, L.P.	$700M	2,316,250	+598,000	ADD
78	D. E. Shaw & Co., Inc.	$692M	2,289,753	+241,377	ADD
79	Bank Julius Baer & Co. Ltd, Zurich	$690M	2,286,827	−485,463	TRIM
80	ROYAL LONDON ASSET MANAGEMENT LTD	$677M	2,239,159	−119,913	TRIM
81	Holocene Advisors, LP	$656M	2,171,396	−817,186	TRIM
82	BNP Paribas Asset Management Holding S.A.	$653M	2,160,472	−413,451	TRIM
83	AVIVA PLC	$646M	2,137,499	+98,836	ADD
84	Universal- Beteiligungs- und Servicegesellschaft mbH	$643M	2,129,523	−47,031	TRIM
85	WCM INVESTMENT MANAGEMENT, LLC	$619M	2,064,855	−21,412	TRIM
86	Pictet Asset Management Holding SA	$618M	2,043,790	−359,642	TRIM
87	DnB Asset Management AS	$603M	1,995,999	+85,538	ADD
88	Focus Partners Wealth	$587M	1,940,415	+701,421	ADD
89	Mawer Investment Management Ltd.	$585M	1,936,751	−98,456	TRIM
90	Russell Investments Group, Ltd.	$582M	1,928,218	+130,816	ADD
91	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$573M	1,897,420	+15,585	ADD
92	Boston Partners	$572M	1,888,584	+1,433,475	ADD
93	FIRST TRUST ADVISORS LP	$565M	1,870,705	−67,342	TRIM
94	SEI INVESTMENTS CO	$558M	1,846,896	−3,224	TRIM
95	BLAIR WILLIAM & CO/IL	$558M	1,844,583	−84,654	TRIM
96	STOREBRAND ASSET MANAGEMENT AS	$535M	1,769,927	—	NO PRIOR
97	DANSKE BANK A/S	$529M	1,750,312	−9,885	TRIM
98	Sustainable Growth Advisers, LP	$529M	1,750,135	−366,634	TRIM
99	CANTILLON CAPITAL MANAGEMENT LLC	$519M	1,718,158	−231,330	TRIM
100	Corient Private Wealth LLC	$512M	1,674,543	−3,254,490	TRIM
101	Qube Research & Technologies Ltd	$501M	1,657,507	−31,858	TRIM
102	AKRE CAPITAL MANAGEMENT LLC	$495M	1,638,798	−1,037,830	TRIM
103	Troy Asset Management Ltd	$493M	1,631,911	+14,035	ADD
104	Aberdeen Group plc	$490M	1,621,644	+35,739	ADD
105	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$481M	1,591,208	−420,513	TRIM
106	Robeco Institutional Asset Management B.V.	$479M	1,584,500	−407,721	TRIM
107	TRUIST FINANCIAL CORP	$474M	1,566,936	+5,813	ADD
108	SCOTIA CAPITAL INC.	$469M	1,552,308	−34,394	TRIM
109	FIRST MANHATTAN CO. LLC.	$468M	1,548,816	+249,365	ADD
110	London & Capital Asset Management Ltd	$468M	1,549,069	+73,988	ADD
111	GENERATION INVESTMENT MANAGEMENT LLP	$458M	1,514,669	+302,223	ADD
112	MACKENZIE FINANCIAL CORP	$455M	1,505,509	+72,553	ADD
113	ADAGE CAPITAL PARTNERS GP, L.L.C.	$450M	1,489,040	−18,300	TRIM
114	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$447M	1,478,954	−28,556	TRIM
115	ALKEON CAPITAL MANAGEMENT LLC	$444M	1,468,618	0	NO CHANGE
116	AMF Tjanstepension AB	$430M	1,423,049	+36,221	ADD
117	HighTower Advisors, LLC	$418M	1,383,690	−22,048	TRIM
118	VOYA INVESTMENT MANAGEMENT LLC	$417M	1,383,703	−154,502	TRIM
119	Chevy Chase Trust Holdings, LLC	$417M	1,379,994	−33,960	TRIM
120	Winslow Capital Management, LLC	$410M	1,356,780	−629,962	TRIM
121	Rockefeller Capital Management L.P.	$410M	1,355,559	−30,706	TRIM
122	Life Cycle Investment Partners Ltd	$408M	1,350,306	+64,189	ADD
123	AQR CAPITAL MANAGEMENT LLC	$398M	1,326,610	+348,703	ADD
124	MARSHFIELD ASSOCIATES	$379M	1,254,973	+225,939	ADD
125	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$379M	1,253,674	+727,313	ADD
126	Zurcher Kantonalbank (Zurich Cantonalbank)	$378M	1,250,312	+51,849	ADD
127	PROVIDENT TRUST CO	$357M	1,179,848	−191,339	TRIM
128	Eurizon Capital SGR S.p.A.	$355M	1,176,374	+1,176,374	NEW
129	Local Pensions Partnership Investment Ltd	$352M	1,166,360	−99,800	TRIM
130	TD Waterhouse Canada Inc.	$351M	1,179,377	+496,655	ADD
131	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$350M	1,158,711	0	NO CHANGE
132	Cerity Partners LLC	$347M	1,146,777	+13,643	ADD
133	Korea Investment CORP	$345M	1,140,167	−42,765	TRIM
134	Baird Financial Group, Inc.	$335M	1,107,291	+1,107,291	NEW
135	PRUDENTIAL FINANCIAL INC	$331M	1,094,401	−177,095	TRIM
136	APG Asset Management N.V.	$321M	1,222,792	+156,907	ADD
137	Mariner, LLC	$320M	1,059,618	+48,661	ADD
138	Allianz Asset Management GmbH	$315M	1,043,484	−311,087	TRIM
139	Longview Partners (Guernsey) LTD	$313M	1,036,806	−228,345	TRIM
140	FUNDSMITH INVESTMENT SERVICES LTD.	$310M	1,025,445	−54,069	TRIM
141	Unisphere Establishment	$310M	1,025,000	+16,500	ADD
142	MARKEL GROUP INC.	$304M	1,004,331	+5,046	ADD
143	NATIONAL BANK OF CANADA /FI/	$298M	986,253	+54,932	ADD
144	PFA Pension, Forsikringsaktieselskab	$296M	980,129	+980,129	NEW
145	USS Investment Management Ltd	$291M	962,028	+21,585	ADD
146	COMGEST GLOBAL INVESTORS S.A.S.	$290M	959,793	−59,897	TRIM
147	Skye Global Management LP	$287M	950,000	+388,000	ADD
148	KENSICO CAPITAL MANAGEMENT CORP	$287M	949,100	+174,900	ADD
149	CIBC WORLD MARKET INC.	$286M	947,627	+46,904	ADD
150	FIFTH THIRD BANCORP	$283M	937,519	+520,786	ADD
151	Artisan Partners Limited Partnership	$279M	924,516	−70,227	TRIM
152	CANADA PENSION PLAN INVESTMENT BOARD	$278M	920,059	+198,476	ADD
153	PUBLIC SECTOR PENSION INVESTMENT BOARD	$276M	914,489	+51,840	ADD
154	Asset Management One Co., Ltd.	$275M	910,219	−22,848	TRIM
155	STATE OF WISCONSIN INVESTMENT BOARD	$275M	910,168	+30,100	ADD
156	US BANCORP \DE\	$275M	909,885	−39,800	TRIM
157	KING LUTHER CAPITAL MANAGEMENT CORP	$273M	904,832	−18,336	TRIM
158	Compagnie Lombard Odier SCmA	$273M	904,095	−78,233	TRIM
159	FIL Ltd	$269M	890,519	−154,680	TRIM
160	Quantinno Capital Management LP	$269M	890,097	+173,574	ADD
161	Squarepoint Ops LLC	$267M	883,338	−50,798	TRIM
162	M&G Plc	$264M	873,350	+139,379	ADD
163	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$262M	866,330	+329,153	ADD
164	B. Metzler seel. Sohn & Co. AG	$261M	862,606	−20,891	TRIM
165	AMERICAN CENTURY COMPANIES INC	$260M	860,423	+106,890	ADD
166	Connor, Clark & Lunn Investment Management Ltd.	$257M	850,653	+90,916	ADD
167	ABN AMRO Bank N.V.	$255M	836,356	−190,631	TRIM
168	MAIRS & POWER INC	$254M	840,917	+38,399	ADD
169	FARALLON CAPITAL MANAGEMENT, L.L.C.	$254M	840,710	—	NO PRIOR
170	Vanguard Investments Australia, Ltd.	$254M	839,844	—	NO PRIOR
171	Allspring Global Investments Holdings, LLC	$253M	847,001	+11,885	ADD
172	Cetera Investment Advisers	$252M	834,891	−14,057	TRIM
173	Creative Planning	$245M	811,682	+45,392	ADD
174	Quilter Plc	$244M	808,867	+6,372	ADD
175	MAVERICK CAPITAL LTD	$244M	806,951	+30,088	ADD
176	NOMURA ASSET MANAGEMENT CO LTD	$238M	786,610	+24,911	ADD
177	LBP AM SA	$236M	779,193	−24,609	TRIM
178	Foxhaven Asset Management, LP	$231M	763,821	+214,485	ADD
179	KLP KAPITALFORVALTNING AS	$231M	763,762	+18,120	ADD
180	Select Equity Group, L.P.	$231M	763,640	+18,216	ADD
181	Calamos Advisors LLC	$230M	761,893	+63,884	ADD
182	Point72 Asset Management, L.P.	$229M	759,133	+46,886	ADD
183	NewEdge Advisors, LLC	$229M	757,409	+16,206	ADD
184	Lansforsakringar Fondforvaltning AB (publ)	$227M	752,030	+16,868	ADD
185	Palestra Capital Management LLC	$227M	751,525	+275,083	ADD
186	Consulta Ltd	$227M	750,000	+250,000	ADD
187	UniSuper Management Pty Ltd	$223M	737,930	−58,708	TRIM
188	Retirement Systems of Alabama	$222M	735,983	−2,021	TRIM
189	Resona Asset Management Co.,Ltd.	$220M	728,695	+11,944	ADD
190	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$218M	720,190	−766	TRIM
191	WELCH & FORBES LLC	$217M	719,551	−6,171	TRIM
192	COATUE MANAGEMENT LLC	$217M	718,753	+718,753	NEW
193	HARRIS ASSOCIATES L P	$217M	717,260	−18,084	TRIM
194	JUPITER ASSET MANAGEMENT LTD	$213M	713,071	+466,273	ADD
195	COMMERCE BANK	$210M	695,201	+42,239	ADD
196	OSAIC HOLDINGS, INC.	$208M	687,016	+32,506	ADD
197	RENAISSANCE TECHNOLOGIES LLC	$205M	676,767	+454,999	ADD
198	TORONTO DOMINION BANK	$204M	675,727	−70,369	TRIM
199	Magellan Asset Management Ltd	$201M	664,228	−47,479	TRIM
200	Swiss Life Asset Management Ltd	$199M	657,473	+67,711	ADD
201	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$195M	643,825	+455,190	ADD
202	CITADEL ADVISORS LLC	$194M	642,304	−3,911,480	TRIM
203	MANNING & NAPIER ADVISORS LLC	$193M	639,378	+115,699	ADD
204	COMMONWEALTH EQUITY SERVICES, LLC	$191M	630,916	−74,470	TRIM
205	Federation des caisses Desjardins du Quebec	$190M	627,991	+32,204	ADD
206	Man Group plc	$188M	621,709	−84,676	TRIM
207	Bank Pictet & Cie (Europe) AG	$187M	618,063	+46,659	ADD
208	SEB Asset Management AB	$181M	599,611	—	NO PRIOR
209	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$181M	594,986	+9,985	ADD
210	Valley Forge Capital Management, LP	$181M	598,753	−317,657	TRIM
211	Avantyr Capital Partners, LP	$178M	590,242	+590,242	NEW
212	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$178M	590,202	+131,413	ADD
213	Candriam S.C.A.	$176M	583,683	−33,289	TRIM
214	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$175M	579,263	+34,177	ADD
215	State of New Jersey Common Pension Fund D	$175M	578,635	−5,270	TRIM
216	CIBC Asset Management Inc	$174M	575,080	−65,106	TRIM
217	BALYASNY ASSET MANAGEMENT L.P.	$172M	568,513	+139,972	ADD
218	Vontobel Holding Ltd.	$171M	565,260	+67,740	ADD
219	CONGRESS ASSET MANAGEMENT CO	$170M	562,093	−5,615	TRIM
220	Railway Pension Investments Ltd	$169M	560,679	−64,760	TRIM
221	TEACHER RETIREMENT SYSTEM OF TEXAS	$169M	558,754	+66,175	ADD
222	Erste Asset Management GmbH	$164M	547,243	−19,896	TRIM
223	LOCUST WOOD CAPITAL ADVISERS, LLC	$163M	539,558	+172,145	ADD
224	Tredje AP-fonden	$163M	538,787	+141,355	ADD
225	HUNTINGTON NATIONAL BANK	$162M	535,251	+9,778	ADD
226	FEDERATED HERMES, INC.	$162M	535,199	−295,730	TRIM
227	CI INVESTMENTS INC.	$161M	533,494	−190,404	TRIM
228	Steward Partners Investment Advisory, LLC	$161M	533,180	+75,688	ADD
229	Capital International, Inc./CA/	$161M	532,826	+20,092	ADD
230	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$159M	593,095	−733,895	TRIM
231	CREDIT AGRICOLE S A	$158M	522,805	−271,767	TRIM
232	Union Bancaire Privee, UBP SA	$156M	511,436	−27,035	TRIM
233	Mirae Asset Global Investments Co., Ltd.	$154M	508,831	+16,719	ADD
234	MILLENNIUM MANAGEMENT LLC	$151M	499,797	−788,018	TRIM
235	Hengistbury Investment Partners LLP	$150M	495,118	+177,300	ADD
236	MFF Capital Investments Ltd	$150M	494,902	+17,000	ADD
237	AGF MANAGEMENT LTD	$149M	493,340	−101,091	TRIM
238	Sumitomo Mitsui DS Asset Management Company, Ltd	$149M	492,523	+11,189	ADD
239	WORLDQUANT MILLENNIUM ADVISORS LLC	$148M	488,115	−358,009	TRIM
240	DAVENPORT & Co LLC	$146M	482,673	+405	ADD
241	Banque Transatlantique SA	$145M	482,059	−47,923	TRIM
242	XPONANCE LLC	$145M	478,928	+38,567	ADD
243	ProShare Advisors LLC	$145M	478,727	−19,884	TRIM
244	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$144M	477,922	+63,383	ADD
245	Boston Trust Walden Corp	$144M	476,259	−17,417	TRIM
246	NISA INVESTMENT ADVISORS, LLC	$143M	472,806	−11,508	TRIM
247	Stonehage Fleming Financial Services Holdings Ltd	$142M	469,360	−94,359	TRIM
248	STATE OF MICHIGAN RETIREMENT SYSTEM	$141M	465,623	−87,600	TRIM
249	Arizona State Retirement System	$140M	461,887	−23,349	TRIM
250	Czech National Bank	$138M	457,839	+12,951	ADD
251	WESTFIELD CAPITAL MANAGEMENT CO LP	$138M	456,548	−147,378	TRIM
252	DSM CAPITAL PARTNERS LLC	$138M	455,389	−21,982	TRIM
253	James Hambro & Partners LLP	$137M	453,956	−9,932	TRIM
254	WHITTIER TRUST CO	$137M	451,573	+15,593	ADD
255	MEITAV INVESTMENT HOUSE LTD	$136M	449,225	+173,777	ADD
256	Ninety One North America, Inc.	$135M	445,451	+7,107	ADD
257	JOHNSON INVESTMENT COUNSEL INC	$134M	444,660	+25,077	ADD
258	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$132M	436,811	+359,203	ADD
259	Vident Advisory, LLC	$129M	427,554	+16,683	ADD
260	MML INVESTORS SERVICES, LLC	$127M	419,490	−53,251	TRIM
261	Fiera Capital Corp	$125M	412,263	−89,419	TRIM
262	Rafferty Asset Management, LLC	$124M	409,950	−104,873	TRIM
263	Groupe la Francaise	$122M	406,784	−15,205	TRIM
264	&PARTNERS	$121M	401,125	+29,536	ADD
265	Tidal Investments LLC	$121M	399,996	+42,349	ADD
266	Chicago Capital, LLC	$121M	398,857	−3,505	TRIM
267	Giverny Capital Inc.	$120M	396,357	−10,988	TRIM
268	Cryder Capital Partners LLP	$120M	396,017	+32,179	ADD
269	GATEWAY INVESTMENT ADVISERS LLC	$119M	394,434	−70,173	TRIM
270	Daiwa Securities Group Inc.	$119M	392,148	+21,726	ADD
271	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$118M	391,599	−953	TRIM
272	Madison Asset Management, LLC	$118M	389,869	+34,321	ADD
273	Epoch Investment Partners, Inc.	$118M	389,868	+12,365	ADD
274	Dixon Mitchell Investment Counsel Inc.	$116M	381,968	−2,331	TRIM
275	FERNBRIDGE CAPITAL MANAGEMENT LP	$115M	380,289	+138,482	ADD
276	NISSAY ASSET MANAGEMENT CORP /JAPAN	$114M	377,825	+33,635	ADD
277	MAI Capital Management	$114M	376,528	−1,758	TRIM
278	LGT Group Foundation	$112M	370,607	−3,090	TRIM
279	TWO SIGMA INVESTMENTS, LP	$112M	369,668	−203,791	TRIM
280	Metropolis Capital Ltd	$111M	368,680	+42,457	ADD
281	BANQUE PICTET & CIE SA	$111M	366,077	−14,361	TRIM
282	SCHARF INVESTMENTS, LLC	$111M	365,861	−37,712	TRIM
283	SUMMITRY LLC	$110M	364,521	+169,729	ADD
284	Zurich Insurance Group Ltd/FI	$110M	363,922	−272,562	TRIM
285	BANK OF NOVA SCOTIA	$109M	361,551	−61,661	TRIM
286	D.A. DAVIDSON & CO.	$109M	360,002	+8,771	ADD
287	North Reef Capital Management LP	$109M	360,000	+90,000	ADD
288	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$108M	358,526	+66,967	ADD
289	FACTORY MUTUAL INSURANCE CO	$108M	357,301	+24,350	ADD
290	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$108M	356,255	−931	TRIM
291	Evelyn Partners Investment Management LLP	$106M	351,875	−10,181	TRIM
292	CRAWFORD INVESTMENT COUNSEL INC	$106M	350,108	−4,320	TRIM
293	Bowie Capital Management, LLC	$105M	348,026	−4,292	TRIM
294	IFM Investors Pty Ltd	$104M	344,496	+10,542	ADD
295	Stockbridge Partners LLC	$102M	337,310	+337,310	NEW
296	Alfreton Capital LLP	$102M	336,000	+86,000	ADD
297	ASR Vermogensbeheer N.V.	$101M	335,397	+9,334	ADD
298	Hudson Way Capital Management LLC	$101M	333,128	+59,697	ADD
299	HARDING LOEVNER LP	$100M	330,956	+91,369	ADD
300	L1 Capital International Pty Ltd	$99.8M	330,356	+10,672	ADD
301	Woodline Partners LP	$99.6M	329,455	+41,312	ADD
302	MERCER GLOBAL ADVISORS INC /ADV	$99.6M	329,387	+1,758	ADD
303	PANAGORA ASSET MANAGEMENT INC	$98.7M	326,640	−5,175	TRIM
304	Mirova US LLC	$98.5M	325,764	−446,946	TRIM
305	GLENMEDE TRUST CO NA	$97.9M	323,794	−5,044	TRIM
306	JANE STREET GROUP, LLC	$97.6M	322,829	+185,988	ADD
307	EP Wealth Advisors, LLC	$97.1M	321,164	+35,029	ADD
308	Sanctuary Advisors, LLC	$96.8M	320,139	−19,849	TRIM
309	Davis Asset Management, L.P.	$96.7M	320,000	+320,000	NEW
310	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$96.6M	319,589	−13,192	TRIM
311	PARNASSUS INVESTMENTS, LLC	$96.3M	318,546	+39,717	ADD
312	Beacon Pointe Advisors, LLC	$95.5M	315,826	+118,573	ADD
313	EASTERN BANK	$94.7M	313,322	−19,158	TRIM
314	Cornerstone Investment Partners, LLC	$94.6M	313,108	+15,430	ADD
315	GCQ FUNDS MANAGEMENT PTY Ltd	$92.9M	307,388	+75,080	ADD
316	Pinnacle Financial Partners, Inc.	$92.2M	305,167	−3,045	TRIM
317	AE Wealth Management LLC	$91.3M	302,052	+19,709	ADD
318	WATERS PARKERSON & CO., LLC	$90.9M	300,678	+1,568	ADD
319	DAVIS R M INC	$90.4M	299,217	+299,217	NEW
320	ASSETMARK, INC	$90.4M	299,159	+53,725	ADD
321	OPPENHEIMER ASSET MANAGEMENT INC.	$90.0M	297,809	−36,298	TRIM
322	Aviso Financial Inc.	$89.9M	297,592	+904	ADD
323	Aware Super Pty Ltd as trustee of Aware Super	$88.5M	292,823	—	NO PRIOR
324	Varma Mutual Pension Insurance Co	$88.1M	291,341	0	NO CHANGE
325	Pathstone Holdings, LLC	$87.8M	290,453	−3,455	TRIM
326	SurgoCap Partners LP	$87.2M	288,367	+288,367	NEW
327	Vanguard Personalized Indexing Management, LLC	$86.7M	286,872	+11,385	ADD
328	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$86.3M	285,499	−97,714	TRIM
329	FLPUTNAM INVESTMENT MANAGEMENT CO	$86.2M	285,148	+12,047	ADD
330	COUNTRY TRUST BANK	$85.3M	282,071	+11,566	ADD
331	QRG CAPITAL MANAGEMENT, INC.	$84.7M	280,319	+28,789	ADD
332	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$84.6M	279,914	+279,914	NEW
333	M&T BANK CORP	$83.2M	275,259	−13,107	TRIM
334	Utah Retirement Systems	$82.7M	273,685	−6,671	TRIM
335	GUGGENHEIM CAPITAL LLC	$81.9M	270,953	−11,425	TRIM
336	Silvant Capital Management LLC	$81.9M	270,827	+16,908	ADD
337	CWM, LLC	$81.5M	269,729	+14,358	ADD
338	BLI - Banque de Luxembourg Investments	$81.4M	233,941	+233,941	NEW
339	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$81.2M	268,718	+17,920	ADD
340	LONDON CO OF VIRGINIA	$80.9M	267,533	−15,174	TRIM
341	Sequoia Financial Advisors, LLC	$80.3M	265,787	−4,395	TRIM
342	WEITZ INVESTMENT MANAGEMENT, INC.	$80.2M	265,330	−5,250	TRIM
343	Capital International Sarl	$80.0M	264,830	+20,596	ADD
344	Norinchukin Bank, The	$78.4M	259,521	+9,799	ADD
345	HOMESTEAD ADVISERS CORP	$77.5M	256,846	−2,900	TRIM
346	Midwest Trust Co	$77.4M	256,177	+18,554	ADD
347	Kestra Advisory Services, LLC	$76.8M	253,995	+3,016	ADD
348	Raiffeisen Bank International AG	$76.5M	254,955	−89,595	TRIM
349	Lido Advisors, LLC	$76.1M	251,792	−1,550	TRIM
350	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$75.6M	250,113	+5,146	ADD
351	NEOS Investment Management LLC	$74.8M	247,635	+7,439	ADD
352	Rakuten Investment Management, Inc.	$74.8M	249,725	+27,250	ADD
353	Vinva Investment Management Ltd	$74.7M	249,316	+3,412	ADD
354	Anomaly Capital Management, LP	$74.1M	245,196	+245,196	NEW
355	Curi Capital, LLC	$73.9M	244,467	−10,926	TRIM
356	Provident Investment Management, Inc.	$72.4M	239,534	−3,463	TRIM
357	Bronte Capital Management Pty Ltd.	$72.3M	239,370	+4,216	ADD
358	Banco Santander, S.A.	$72.2M	238,879	−28,186	TRIM
359	ABN AMRO INVESTMENT SOLUTIONS	$71.9M	237,759	+110,966	ADD
360	NewEdge Wealth, LLC	$71.1M	235,093	+17,297	ADD
361	PRUDENTIAL PLC	$70.8M	234,292	+10,615	ADD
362	Annex Advisory Services, LLC	$70.6M	233,433	+9,135	ADD
363	Gladstone Capital Management LLP	$68.9M	228,010	+228,010	NEW
364	Aptus Capital Advisors, LLC	$68.8M	227,751	−10,769	TRIM
365	MACQUARIE GROUP LTD	$68.8M	227,702	−88,618	TRIM
366	Andra AP-fonden	$68.6M	226,974	+18,859	ADD
367	Quintet Private Bank (Europe) S.A.	$68.5M	226,613	−10,378	TRIM
368	Bristol Gate Capital Partners Inc.	$68.3M	226,102	−14,809	TRIM
369	Nan Shan Life Insurance Co., Ltd.	$68.3M	225,986	−131,331	TRIM
370	Sather Financial Group Inc	$67.7M	224,032	+68	ADD
371	Two Creeks Capital Management, LP	$66.7M	220,794	+1,588	ADD
372	KEYBANK NATIONAL ASSOCIATION/OH	$66.4M	219,816	+8,350	ADD
373	IEQ CAPITAL, LLC	$65.8M	217,643	+4,441	ADD
374	Hyperion Asset Management Ltd	$64.9M	214,649	−47,095	TRIM
375	WHITTIER TRUST CO OF NEVADA INC	$64.5M	212,646	+7,434	ADD
376	Crossmark Global Holdings, Inc.	$64.2M	212,324	—	NO PRIOR
377	RWA WEALTH PARTNERS, LLC	$63.8M	211,074	+33,350	ADD
378	Senator Investment Group LP	$63.5M	210,000	+210,000	NEW
379	BOWEN HANES & CO INC	$63.3M	209,327	+80	ADD
380	STOCK YARDS BANK & TRUST CO	$63.1M	208,838	−1,828	TRIM
381	OP Asset Management Ltd	$62.2M	205,860	—	NO PRIOR
382	BCV Asset Management Inc.	$61.8M	204,487	+54,038	ADD
383	Vest Financial, LLC	$61.3M	202,868	+26,802	ADD
384	Badgley Phelps Wealth Managers, LLC	$60.6M	200,601	−2,424	TRIM
385	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$60.4M	199,900	+199,900	NEW
386	KESTRA PRIVATE WEALTH SERVICES, LLC	$59.9M	198,162	+4,925	ADD
387	Empowered Funds, LLC	$59.8M	197,936	+38,101	ADD
388	ZWJ INVESTMENT COUNSEL INC	$59.8M	197,822	+7,795	ADD
389	Cresset Asset Management, LLC	$59.7M	197,400	+2,924	ADD
390	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$59.5M	196,867	−2,767	TRIM
391	Private Advisor Group, LLC	$59.1M	195,622	+7,139	ADD
392	Wealthfront Advisers LLC	$59.0M	195,150	+3,850	ADD
393	Mill Capital Management, LLC	$58.8M	194,639	+2,919	ADD
394	HB Wealth Management, LLC	$58.7M	194,330	−724	TRIM
395	GFI Investment Counsel Ltd.	$58.7M	194,169	−48,755	TRIM
396	SCOPUS ASSET MANAGEMENT, L.P.	$58.6M	194,000	+194,000	NEW
397	Dundas Partners LLP	$58.6M	193,997	+15,254	ADD
398	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$58.2M	192,554	−745	TRIM
399	Advisors Asset Management, Inc.	$58.1M	192,243	−3,442	TRIM
400	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$57.8M	191,239	−3,788	TRIM
401	LGT Fund Management Co Ltd.	$57.7M	190,929	+72,837	ADD
402	HM PAYSON & CO	$57.7M	190,754	−201,649	TRIM
403	NOMURA HOLDINGS INC	$56.7M	187,501	+20,689	ADD
404	AIA Group Ltd	$56.7M	187,480	−22,094	TRIM
405	MOGY JOEL R INVESTMENT COUNSEL INC	$55.9M	185,051	−657	TRIM
406	Destination Wealth Management	$55.8M	184,744	+6,388	ADD
407	CAISSE DES DEPOTS ET CONSIGNATIONS	$55.8M	184,704	0	NO CHANGE
408	Carnegie Investment Counsel	$55.5M	183,717	+977	ADD
409	LOS ANGELES CAPITAL MANAGEMENT LLC	$55.0M	181,832	+84,234	ADD
410	HOWLAND CAPITAL MANAGEMENT LLC	$54.5M	180,449	+1,720	ADD
411	COMPASS CAPITAL MANAGEMENT, INC	$54.5M	173,559	−9,063	TRIM
412	BAMCO INC /NY/	$54.4M	180,092	+2,944	ADD
413	Investment Management Corp of Ontario	$54.0M	178,706	−2,391	TRIM
414	OPPENHEIMER & CO INC	$53.9M	178,417	+2,961	ADD
415	Elo Mutual Pension Insurance Co	$53.7M	177,828	−1,335	TRIM
416	Avalon Trust Co	$53.4M	176,643	+3,508	ADD
417	PINNACLE ASSOCIATES LTD	$53.3M	176,369	+1,042	ADD
418	MARSICO CAPITAL MANAGEMENT LLC	$51.1M	168,946	+16,825	ADD
419	HughesLittle Investment Management Ltd.	$50.5M	167,238	+967	ADD
420	CORTLAND ASSOCIATES INC/MO	$49.6M	164,120	−3,298	TRIM
421	Blackstone Inc.	$49.5M	163,858	−34,435	TRIM
422	Illinois Municipal Retirement Fund	$49.2M	162,824	+13,425	ADD
423	OAK ASSOCIATES LTD /OH/	$48.2M	159,421	+290	ADD
424	ROCKLAND TRUST CO	$47.8M	158,029	+8,910	ADD
425	Saratoga Research & Investment Management	$47.3M	156,373	+156,373	NEW
426	Aristotle Atlantic Partners, LLC	$47.2M	156,024	−194	TRIM
427	SouthState Bank Corp	$47.1M	155,919	−5,536	TRIM
428	SMITH CHAS P & ASSOCIATES PA CPAS	$46.8M	154,723	−864	TRIM
429	CASTLEARK MANAGEMENT LLC	$46.5M	153,826	−16,652	TRIM
430	Marathon Asset Management Ltd	$46.3M	153,309	+153,309	NEW
431	Wilkinson Global Asset Management LLC	$46.3M	153,103	−3,573	TRIM
432	BAILARD, INC.	$46.2M	152,808	−1,659	TRIM
433	NS Partners Ltd	$46.0M	152,099	−5,719	TRIM
434	TOKIO MARINE ASSET MANAGEMENT CO LTD	$45.9M	151,925	−2,105	TRIM
435	Rokos Capital Management LLP	$45.9M	151,738	+151,738	NEW
436	KCM INVESTMENT ADVISORS LLC	$45.8M	151,405	−277	TRIM
437	Guinness Asset Management LTD	$45.4M	150,357	+11,437	ADD
438	UMB Bank, n.a.	$45.4M	150,128	−12,918	TRIM
439	WESTWOOD HOLDINGS GROUP INC	$45.4M	150,069	−51	TRIM
440	Venator Management LLC	$45.1M	149,115	+25,044	ADD
441	EDMOND DE ROTHSCHILD HOLDING S.A.	$45.0M	149,032	−6,821	TRIM
442	DOCK STREET ASSET MANAGEMENT INC	$45.0M	148,829	−7,367	TRIM
443	Ironvine Capital Partners, LLC	$44.6M	147,600	−5	TRIM
444	Atria Investments, Inc	$44.4M	146,800	−16,314	TRIM
445	CAPITAL ADVISORS INC/OK	$44.3M	146,675	+2,454	ADD
446	Allworth Financial LP	$44.2M	146,395	−7,585	TRIM
447	Gotham Asset Management, LLC	$44.2M	146,317	+41,641	ADD
448	Waverly Advisors, LLC	$43.9M	145,327	+14,287	ADD
449	Generali Asset Management SPA SGR	$43.9M	145,173	−4,755	TRIM
450	OSTERWEIS CAPITAL MANAGEMENT INC	$43.5M	143,901	+2,659	ADD
451	NORTH STAR ASSET MANAGEMENT INC	$43.3M	143,350	+41	ADD
452	RIVERBRIDGE PARTNERS LLC	$42.8M	141,665	−11,248	TRIM
453	Suncoast Equity Management	$42.8M	141,644	−6,745	TRIM
454	FIDUCIARY TRUST CO	$42.3M	139,852	+139,852	NEW
455	Sterling Capital Management LLC	$42.2M	139,525	−22,469	TRIM
456	Northwest & Ethical Investments L.P.	$42.0M	139,085	+3,643	ADD
457	Private Wealth Partners, LLC	$41.8M	138,366	−229	TRIM
458	Avanza Fonder AB	$40.9M	135,221	−696	TRIM
459	Covea Finance	$40.8M	135,057	−44,715	TRIM
460	Maytus Capital Management, LLC	$40.6M	134,217	+36,717	ADD
461	REGIONS FINANCIAL CORP	$40.4M	133,703	−2,635	TRIM
462	Callan Family Office, LLC	$40.0M	132,348	−9,729	TRIM
463	Dana Investment Advisors, Inc.	$39.9M	131,983	−6,268	TRIM
464	Banque Cantonale Vaudoise	$39.8M	131,791	−5,408	TRIM
465	AVITY INVESTMENT MANAGEMENT INC.	$39.8M	131,636	−3,909	TRIM
466	Cornerstone Capital, Inc.	$39.7M	131,235	+989	ADD
467	Blue Grotto Capital, LLC	$39.5M	130,726	+130,726	NEW
468	DNCA FINANCE	$39.4M	130,400	−62,746	TRIM
469	Dakota Wealth Management	$39.2M	129,682	−4,238	TRIM
470	Voleon Capital Management LP	$38.9M	128,701	+98,888	ADD
471	Jain Global LLC	$38.8M	128,509	+35,592	ADD
472	Modera Wealth Management, LLC	$38.7M	128,154	−2,330	TRIM
473	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$38.7M	128,061	+61,346	ADD
474	HANCOCK WHITNEY CORP	$38.7M	118,700	−1,445	TRIM
475	Mitsubishi UFJ Trust & Banking Corp	$38.6M	127,620	−9,130	TRIM
476	Equitable Holdings, Inc.	$38.4M	113,333	+46,299	ADD
477	ABSHER WEALTH MANAGEMENT, LLC	$38.3M	126,615	+36,757	ADD
478	CIDEL ASSET MANAGEMENT INC	$38.2M	126,421	−10,258	TRIM
479	Envestnet Portfolio Solutions, Inc.	$38.1M	126,208	−25,305	TRIM
480	Gradient Investments LLC	$37.9M	125,524	+699	ADD
481	Polar Capital Holdings Plc	$37.7M	124,696	−20,887	TRIM
482	Coronation Fund Managers Ltd.	$37.7M	124,579	+3,674	ADD
483	Orion Porfolio Solutions, LLC	$37.4M	123,729	−23,245	TRIM
484	Nippon Life Global Investors Americas, Inc.	$37.4M	123,680	+120,110	ADD
485	Perigon Wealth Management, LLC	$37.2M	123,062	−4,015	TRIM
486	CAPITAL INTERNATIONAL LTD /CA/	$37.0M	122,580	+1,801	ADD
487	Chesley Taft & Associates LLC	$37.0M	122,555	−10,303	TRIM
488	STEPHENS INC /AR/	$37.0M	122,151	−1,264	TRIM
489	First American Bank	$36.7M	121,438	−883	TRIM
490	BENJAMIN EDWARDS INC	$36.6M	121,013	+4,062	ADD
491	Trajan Wealth LLC	$36.6M	121,035	+24,058	ADD
492	Smith Salley Wealth Management	$36.5M	120,744	+2,383	ADD
493	OSTRUM ASSET MANAGEMENT	$36.4M	120,485	+79,661	ADD
494	CHILTON CAPITAL MANAGEMENT LLC	$36.3M	119,976	−61,526	TRIM
495	Engineers Gate Manager LP	$35.8M	118,542	−13,770	TRIM
496	World Investment Advisors	$35.8M	118,515	−683	TRIM
497	Cander Asset Management LP	$35.7M	118,235	+52,457	ADD
498	COMMUNITY TRUST & INVESTMENT CO	$35.5M	117,361	+3,560	ADD
499	Port Capital LLC	$35.3M	116,932	−3,500	TRIM
500	ALPS ADVISORS INC	$35.2M	116,624	−8,189	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · V

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Ro Khanna D–CA-17 $16K–$65K
Sellers: 2 Richard McCormick R–GA-7, Tommy Tuberville R–AL $2K–$30K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 8 TCI Fund Management, Viking Global Investors, ValueAct Holdings, Markel Group, Coatue Management, Gotham Asset Management, Lone Pine Capital, Baupost Group $12.4B held
Trimming: 4 Fundsmith, Moore Capital Management, Bridgewater Associates, Berkshire Hathaway $959M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · VISA INC

Merged timeline of congressional filings and notable-manager moves on V
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K
2026-07-06	Ro Khanna Congress	BUY	$1K–$15K
2026-05-15	TCI Fund Management 13F	ADD	+2,743,900 sh
2026-05-15	Viking Global Investors 13F	ADD	+2,343,980 sh
2026-05-15	ValueAct Holdings 13F	ADD	+598,000 sh
2026-05-15	Coatue Management 13F	NEW	+718,753 sh
2026-05-15	Gotham Asset Management 13F	ADD	+41,641 sh
2026-05-15	Lone Pine Capital 13F	ADD	+77,558 sh
2026-05-15	Fundsmith 13F	TRIM	−430,594 sh
2026-05-15	Moore Capital Management 13F	TRIM	−37,691 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−511,325 sh
2026-05-15	Berkshire Hathaway 13F	EXIT	−8,297,460 sh
2026-05-14	Baupost Group 13F	NEW	+701,355 sh
2026-05-01	Markel Group 13F	ADD	+5,046 sh

16 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

69 members of Congress disclosed V — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).