Who holds ticker verified against the SEC company list on 2026-09-11 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

West Pharmaceutical Services Inc - US · Equity · quarter ended 2026-03-31 · 9 members disclosed WST ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 542 holders are listed, largest first: 542
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $13.9B
holders whose share count rose or who opened the position (new + add), by shares: 257
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 113

Holders — quarter ended 2026-03-31

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

13F holders of WST ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.7B	6,836,714	+236,979	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	4,683,286	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	4,094,009	—	NO PRIOR
4	STATE STREET CORP	$826M	3,293,778	+41,758	ADD
5	Artisan Partners Limited Partnership	$666M	2,657,893	−192,508	TRIM
6	GENERATION INVESTMENT MANAGEMENT LLP	$562M	2,243,976	+682,107	ADD
7	MORGAN STANLEY	$366M	1,458,282	−73,576	TRIM
8	BROWN ADVISORY INC	$336M	1,340,877	−602,729	TRIM
9	Longview Partners (Guernsey) LTD	$330M	1,315,403	+184,377	ADD
10	FMR LLC	$313M	1,249,748	+1,140,094	ADD
11	APG Asset Management N.V.	$276M	1,267,282	+68,277	ADD
12	Invesco Ltd.	$265M	1,056,007	+147,382	ADD
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$226M	902,764	−2,892	TRIM
14	TD ASSET MANAGEMENT INC	$193M	768,953	+163,227	ADD
15	NORTHERN TRUST CORP	$183M	731,283	+4,771	ADD
16	JACOBS LEVY EQUITY MANAGEMENT, INC	$177M	705,336	+65,775	ADD
17	ProShare Advisors LLC	$165M	660,084	+73,237	ADD
18	Amundi	$161M	644,065	+296,639	ADD
19	Findlay Park Partners LLP	$155M	616,766	−50,160	TRIM
20	Capital Research Global Investors	$151M	604,011	+604,011	NEW
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$139M	554,332	+11,529	ADD
22	Epoch Investment Partners, Inc.	$137M	545,050	+39,745	ADD
23	SEI INVESTMENTS CO	$133M	529,261	−62,496	TRIM
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$128M	510,516	+210,112	ADD
25	Legal & General Group Plc	$127M	506,458	+3,772	ADD
26	DIMENSIONAL FUND ADVISORS LP	$116M	461,462	+24,102	ADD
27	GATES FOUNDATION TRUST	$111M	444,500	0	NO CHANGE
28	DEUTSCHE BANK AG\	$105M	418,854	+45,979	ADD
29	VIKING GLOBAL INVESTORS LP	$105M	416,948	+121,920	ADD
30	Nuveen, LLC	$103M	408,990	+4,668	ADD
31	VANGUARD FIDUCIARY TRUST CO	$102M	405,104	—	NO PRIOR
32	AMERICAN CENTURY COMPANIES INC	$100M	399,700	−45,784	TRIM
33	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$97.3M	388,239	0	NO CHANGE
34	BANK OF AMERICA CORP /DE/	$95.7M	381,813	−150,033	TRIM
35	ROYAL BANK OF CANADA	$94.6M	377,552	+377,552	NEW
36	BARCLAYS PLC	$87.5M	349,104	+206,919	ADD
37	CITADEL ADVISORS LLC	$81.1M	323,587	+77,947	ADD
38	JANE STREET GROUP, LLC	$76.5M	305,132	+85,386	ADD
39	UBS Group AG	$69.1M	275,508	+25,110	ADD
40	WORLDQUANT MILLENNIUM ADVISORS LLC	$67.2M	268,107	+253,914	ADD
41	AQR CAPITAL MANAGEMENT LLC	$66.5M	266,944	−250,687	TRIM
42	Stonehage Fleming Financial Services Holdings Ltd	$63.9M	254,817	+254,817	NEW
43	WELLINGTON MANAGEMENT GROUP LLP	$62.3M	248,636	+232,776	ADD
44	ENVESTNET ASSET MANAGEMENT INC	$59.0M	235,521	−12,591	TRIM
45	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$58.4M	232,917	+109,581	ADD
46	Seilern Investment Management Ltd	$56.6M	226,021	−52,208	TRIM
47	TWO SIGMA INVESTMENTS, LP	$56.6M	225,631	+85,692	ADD
48	Swiss National Bank	$52.9M	211,160	+14,120	ADD
49	RENAISSANCE TECHNOLOGIES LLC	$52.5M	209,660	+104,924	ADD
50	FEDERATED HERMES, INC.	$52.2M	208,161	+8,095	ADD
51	Champlain Investment Partners, LLC	$51.6M	205,979	−269,376	TRIM
52	Holocene Advisors, LP	$51.0M	203,621	+75,904	ADD
53	LGT Group Foundation	$51.0M	203,556	−1,531	TRIM
54	Vest Financial, LLC	$50.9M	202,948	+24,869	ADD
55	BAMCO INC /NY/	$50.1M	199,750	−63,439	TRIM
56	Mitsubishi UFJ Asset Management Co., Ltd.	$45.6M	182,085	+14,882	ADD
57	Allianz Asset Management GmbH	$44.3M	176,560	+152,310	ADD
58	NOMURA ASSET MANAGEMENT CO LTD	$43.7M	174,262	+19,760	ADD
59	Quantinno Capital Management LP	$40.5M	161,478	+56,072	ADD
60	Birch Hill Investment Advisors LLC	$40.4M	161,159	+9,011	ADD
61	Point72 Asset Management, L.P.	$39.9M	159,350	−75,687	TRIM
62	Vanguard Global Advisers, LLC	$39.5M	157,737	—	NO PRIOR
63	HSBC HOLDINGS PLC	$39.3M	156,895	−136,849	TRIM
64	CITIGROUP INC	$35.7M	142,434	−3,222	TRIM
65	Assenagon Asset Management S.A.	$34.5M	137,561	−113,445	TRIM
66	CANADA PENSION PLAN INVESTMENT BOARD	$33.9M	135,370	+20,960	ADD
67	SCHRODER INVESTMENT MANAGEMENT GROUP	$33.1M	135,006	−44,167	TRIM
68	Conestoga Capital Advisors, LLC	$32.8M	130,970	+8,179	ADD
69	BANK OF MONTREAL /CAN/	$31.9M	127,174	−5,475	TRIM
70	VANGUARD ASSET MANAGEMENT, Ltd	$31.2M	124,642	—	NO PRIOR
71	Nan Shan Life Insurance Co., Ltd.	$27.5M	109,867	0	NO CHANGE
72	ROYAL LONDON ASSET MANAGEMENT LTD	$25.0M	99,550	+7,136	ADD
73	WELLS FARGO & COMPANY/MN	$24.3M	96,974	−9,737	TRIM
74	ALLIANCEBERNSTEIN L.P.	$24.0M	87,301	+7,258	ADD
75	PRINCIPAL FINANCIAL GROUP INC	$21.4M	85,363	−270	TRIM
76	Creative Planning	$20.9M	83,372	+20,924	ADD
77	RAYMOND JAMES FINANCIAL INC	$20.7M	82,559	−19,889	TRIM
78	Man Group plc	$20.0M	79,649	+12,321	ADD
79	TEACHER RETIREMENT SYSTEM OF TEXAS	$19.2M	76,525	+38,368	ADD
80	Asset Management One Co., Ltd.	$18.7M	74,797	−50,207	TRIM
81	Curi Capital, LLC	$18.1M	72,166	−367	TRIM
82	Aberdeen Group plc	$17.3M	69,076	+3,448	ADD
83	CREDIT AGRICOLE S A	$16.7M	66,626	−22,363	TRIM
84	Korea Investment CORP	$16.5M	66,003	−44,967	TRIM
85	LPL Financial LLC	$16.5M	65,853	−7,988	TRIM
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$16.5M	65,712	−27	TRIM
87	TUDOR INVESTMENT CORP ET AL	$16.4M	65,415	+24,745	ADD
88	FIFTH THIRD BANCORP	$16.4M	65,346	+55,934	ADD
89	BANK OF NOVA SCOTIA	$16.4M	65,323	+50,402	ADD
90	ADAGE CAPITAL PARTNERS GP, L.L.C.	$16.1M	64,207	−700	TRIM
91	BLAIR WILLIAM & CO/IL	$15.7M	62,466	+150	ADD
92	Aware Super Pty Ltd as trustee of Aware Super	$15.4M	61,501	—	NO PRIOR
93	Corient Private Wealth LLC	$14.8M	59,329	−97,862	TRIM
94	Baird Financial Group, Inc.	$14.4M	57,287	+57,287	NEW
95	Susquehanna Portfolio Strategies, LLC	$14.0M	55,701	−50,750	TRIM
96	Andra AP-fonden	$13.8M	55,007	+48,327	ADD
97	BLI - Banque de Luxembourg Investments	$13.6M	49,900	+49,900	NEW
98	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$12.7M	50,520	+47,676	ADD
99	NATIONAL BANK OF CANADA /FI/	$12.4M	49,636	+1,896	ADD
100	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.1M	48,259	+4,300	ADD
101	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.9M	47,358	−23,094	TRIM
102	BNP Paribas Asset Management Holding S.A.	$11.3M	44,927	−1,799	TRIM
103	Pictet Asset Management Holding SA	$11.1M	44,190	−107,807	TRIM
104	Taproot Management LP	$10.9M	43,673	−1,085	TRIM
105	Vident Advisory, LLC	$10.9M	43,604	−10,091	TRIM
106	NORDEA INVESTMENT MANAGEMENT AB	$10.0M	40,678	+25,728	ADD
107	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$10.0M	39,725	−1,517	TRIM
108	STATE OF WISCONSIN INVESTMENT BOARD	$9.7M	38,527	−11,089	TRIM
109	STIFEL FINANCIAL CORP	$9.1M	36,370	+1,444	ADD
110	Vanguard Investments Australia, Ltd.	$8.9M	35,687	—	NO PRIOR
111	Chevy Chase Trust Holdings, LLC	$8.9M	35,443	−1,032	TRIM
112	WINTON GROUP Ltd	$8.4M	33,422	+33,422	NEW
113	YOUSIF CAPITAL MANAGEMENT, LLC	$7.8M	31,260	+2,641	ADD
114	Cresset Asset Management, LLC	$7.8M	31,045	+3,288	ADD
115	Resona Asset Management Co.,Ltd.	$7.7M	31,088	+1,060	ADD
116	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.7M	30,600	+10,990	ADD
117	Robeco Institutional Asset Management B.V.	$7.5M	30,082	+17,203	ADD
118	Alpine Peaks Capital, LP	$7.5M	29,883	+3,400	ADD
119	Blue Zone Wealth Advisors, LLC	$7.3M	29,068	−180	TRIM
120	Ensign Peak Advisors, Inc	$7.1M	28,409	−61,328	TRIM
121	FIRST TRUST ADVISORS LP	$7.0M	27,864	+13,080	ADD
122	CIBC Bancorp USA Inc.	$6.9M	27,424	—	NO PRIOR
123	VICTORY CAPITAL MANAGEMENT INC	$6.9M	27,406	+1,872	ADD
124	Tredje AP-fonden	$6.8M	27,257	+17,074	ADD
125	OPPENHEIMER ASSET MANAGEMENT INC.	$6.8M	27,197	−3,563	TRIM
126	ExodusPoint Capital Management, LP	$6.7M	26,814	+10,246	ADD
127	FIL Ltd	$6.4M	25,439	−26,906	TRIM
128	State of New Jersey Common Pension Fund D	$6.2M	24,898	0	NO CHANGE
129	TRUIST FINANCIAL CORP	$6.1M	24,412	−2,195	TRIM
130	Cetera Investment Advisers	$6.0M	24,058	−6,077	TRIM
131	Squarepoint Ops LLC	$5.9M	23,661	+1,642	ADD
132	Pathstone Holdings, LLC	$5.9M	23,596	+1,280	ADD
133	Lansforsakringar Fondforvaltning AB (publ)	$5.9M	23,443	−779	TRIM
134	Bridgewater Associates, LP	$5.8M	23,161	+19,088	ADD
135	&PARTNERS	$5.8M	23,053	+2,607	ADD
136	Qube Research & Technologies Ltd	$5.6M	22,304	−73,726	TRIM
137	TD Waterhouse Canada Inc.	$5.5M	21,952	+19,845	ADD
138	Swiss Life Asset Management Ltd	$5.4M	21,668	+369	ADD
139	NFJ INVESTMENT GROUP, LLC	$5.4M	21,606	+21,606	NEW
140	Tidal Investments LLC	$5.3M	21,330	+21,330	NEW
141	MACKENZIE FINANCIAL CORP	$5.3M	21,292	−80,619	TRIM
142	TORONTO DOMINION BANK	$5.3M	21,221	−2,816	TRIM
143	Mirae Asset Global Investments Co., Ltd.	$5.2M	20,913	+3,475	ADD
144	Czech National Bank	$4.9M	19,593	+623	ADD
145	Arizona State Retirement System	$4.9M	19,549	−188	TRIM
146	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.9M	19,456	0	NO CHANGE
147	USS Investment Management Ltd	$4.8M	19,207	+721	ADD
148	ICICI Prudential Asset Management Co Ltd	$4.8M	19,118	0	NO CHANGE
149	Fisher Asset Management, LLC	$4.7M	18,638	+62	ADD
150	Apella Capital, LLC	$4.6M	16,838	+7	ADD
151	Illinois Municipal Retirement Fund	$4.5M	18,100	−2,363	TRIM
152	Daiwa Securities Group Inc.	$4.5M	17,823	+1,295	ADD
153	M&T BANK CORP	$4.5M	17,803	−2,652	TRIM
154	NATIXIS	$4.4M	17,576	−11,082	TRIM
155	CIBC Asset Management Inc	$4.3M	17,222	+266	ADD
156	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.3M	17,094	−6,825	TRIM
157	Hilton Capital Management, LLC	$4.3M	17,043	+6,776	ADD
158	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.2M	16,759	+25	ADD
159	Retirement Systems of Alabama	$3.8M	15,278	−26	TRIM
160	Jefferies Financial Group Inc.	$3.7M	14,875	−15,001	TRIM
161	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.6M	14,429	+7,998	ADD
162	VOYA INVESTMENT MANAGEMENT LLC	$3.6M	14,183	−32	TRIM
163	D. E. Shaw & Co., Inc.	$3.5M	14,001	+14,001	NEW
164	Meiji Yasuda Asset Management Co Ltd.	$3.5M	14,001	+3,006	ADD
165	MILLENNIUM MANAGEMENT LLC	$3.5M	13,775	−96,618	TRIM
166	IFM Investors Pty Ltd	$3.5M	13,773	+43	ADD
167	William Allan Corp	$3.4M	13,526	+363	ADD
168	SEB Asset Management AB	$3.4M	13,478	—	NO PRIOR
169	PRUDENTIAL PLC	$3.4M	13,413	−2,185	TRIM
170	Endowment Wealth Management, Inc.	$3.3M	13,231	+12	ADD
171	OMERS ADMINISTRATION Corp	$3.2M	12,769	+2,442	ADD
172	Eurizon Capital SGR S.p.A.	$3.2M	12,627	+12,627	NEW
173	Summit Financial, LLC	$3.2M	12,601	+48	ADD
174	XPONANCE LLC	$3.1M	12,543	+1,641	ADD
175	Inspire Investing, LLC	$3.1M	12,486	+3,736	ADD
176	Mariner, LLC	$3.1M	12,434	−10,181	TRIM
177	Cerity Partners LLC	$3.1M	12,292	−4,993	TRIM
178	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.0M	11,692	−9,788	TRIM
179	FRANKLIN RESOURCES INC	$2.9M	11,656	−876,596	TRIM
180	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.9M	11,654	+2,254	ADD
181	Utah Retirement Systems	$2.9M	11,620	−193	TRIM
182	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.7M	10,672	+267	ADD
183	ASSETMARK, INC	$2.7M	10,599	−2,394	TRIM
184	Rakuten Investment Management, Inc.	$2.6M	10,797	+1,221	ADD
185	NLB Skladi, upravljanje premozenja, d.o.o.	$2.6M	10,486	+6,486	ADD
186	Swedbank AB	$2.6M	10,423	0	NO CHANGE
187	Vanguard Personalized Indexing Management, LLC	$2.5M	10,013	−1,227	TRIM
188	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.5M	9,916	−2,814	TRIM
189	NEOS Investment Management LLC	$2.5M	9,815	+5,562	ADD
190	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.5M	9,802	+190	ADD
191	CIBC WORLD MARKET INC.	$2.5M	9,790	+5,527	ADD
192	Focus Partners Wealth	$2.4M	9,617	−355	TRIM
193	ASR Vermogensbeheer N.V.	$2.4M	9,675	+162	ADD
194	AZZAD ASSET MANAGEMENT INC /ADV	$2.4M	9,545	−280	TRIM
195	UniSuper Management Pty Ltd	$2.4M	9,400	+91	ADD
196	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.3M	9,190	−280	TRIM
197	Candriam S.C.A.	$2.3M	9,124	−753	TRIM
198	DAVENPORT & Co LLC	$2.3M	9,080	−441	TRIM
199	XTX Topco Ltd	$2.3M	9,040	+6,325	ADD
200	Hillman Capital Management, Inc.	$2.2M	8,906	0	NO CHANGE
201	FOX RUN MANAGEMENT, L.L.C.	$2.2M	9,055	+5,261	ADD
202	Wilmington Savings Fund Society, FSB	$2.2M	8,620	−85	TRIM
203	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.1M	8,295	0	NO CHANGE
204	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.1M	8,247	+8,247	NEW
205	Janus Henderson Group Ltd.	$2.1M	8,172	−1,669	TRIM
206	SALEM INVESTMENT COUNSELORS INC	$2.0M	8,053	+1,492	ADD
207	KEYBANK NATIONAL ASSOCIATION/OH	$2.0M	7,959	−885	TRIM
208	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.0M	7,926	−9,758	TRIM
209	Weiss Asset Management LP	$2.0M	7,924	+7,924	NEW
210	Crossmark Global Holdings, Inc.	$2.0M	7,880	—	NO PRIOR
211	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.9M	7,674	−70	TRIM
212	OSAIC HOLDINGS, INC.	$1.9M	7,579	−1,312	TRIM
213	Avanza Fonder AB	$1.9M	7,508	0	NO CHANGE
214	OP Asset Management Ltd	$1.9M	7,459	—	NO PRIOR
215	US BANCORP \DE\	$1.8M	7,332	−1,336	TRIM
216	STOREBRAND ASSET MANAGEMENT AS	$1.8M	7,239	—	NO PRIOR
217	MML INVESTORS SERVICES, LLC	$1.8M	7,073	−5,265	TRIM
218	Gotham Asset Management, LLC	$1.8M	7,066	+5,324	ADD
219	Generali Asset Management SPA SGR	$1.8M	7,029	+547	ADD
220	Summit Trail Advisors, LLC	$1.7M	6,920	+1,136	ADD
221	Atria Investments, Inc	$1.7M	6,870	−374	TRIM
222	PENINSULA ASSET MANAGEMENT INC	$1.7M	6,749	−205	TRIM
223	HB Wealth Management, LLC	$1.6M	6,567	−2,283	TRIM
224	MERCER GLOBAL ADVISORS INC /ADV	$1.6M	6,501	−2,128	TRIM
225	REGIONS FINANCIAL CORP	$1.6M	6,478	−2,675	TRIM
226	Pallas Capital Advisors LLC	$1.6M	6,359	−987	TRIM
227	INTECH INVESTMENT MANAGEMENT LLC	$1.6M	6,309	+1,061	ADD
228	MACQUARIE GROUP LTD	$1.6M	6,259	−10,370	TRIM
229	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.4M	5,753	+5,753	NEW
230	FOUNDATIONS INVESTMENT ADVISORS, LLC	$1.4M	5,748	−12	TRIM
231	Rafferty Asset Management, LLC	$1.4M	5,556	−2,190	TRIM
232	Sierra Legacy Group	$1.4M	5,516	−10	TRIM
233	Wealthfront Advisers LLC	$1.4M	5,503	+24	ADD
234	Callan Family Office, LLC	$1.3M	5,367	−440	TRIM
235	COMMERCE BANK	$1.3M	5,289	+202	ADD
236	CWM, LLC	$1.3M	5,241	−12,989	TRIM
237	HighTower Advisors, LLC	$1.3M	5,220	−279	TRIM
238	Investment Management Corp of Ontario	$1.3M	5,142	−1,407	TRIM
239	Laird Norton Wetherby Trust Company, LLC	$1.3M	5,131	+530	ADD
240	Ethic Inc.	$1.3M	5,109	−20	TRIM
241	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$1.3M	5,000	0	NO CHANGE
242	ODDO BHF ASSET MANAGEMENT SAS	$1.3M	4,990	+235	ADD
243	Metis Global Partners, LLC	$1.2M	4,866	−1,839	TRIM
244	GUGGENHEIM CAPITAL LLC	$1.2M	4,803	+2,219	ADD
245	Roundview Capital LLC	$1.2M	4,785	+981	ADD
246	Northwest & Ethical Investments L.P.	$1.2M	4,706	−5,022	TRIM
247	Bank Julius Baer & Co. Ltd, Zurich	$1.1M	4,625	−3,795	TRIM
248	Merit Financial Group, LLC	$1.1M	4,533	−1,040	TRIM
249	OPPENHEIMER & CO INC	$1.1M	4,514	+20	ADD
250	MISSION WEALTH MANAGEMENT, LP	$1.1M	4,461	+14	ADD
251	BROOKTREE CAPITAL MANAGEMENT	$1.1M	4,372	−787	TRIM
252	MIZUHO SECURITIES USA LLC	$1.1M	4,349	−889	TRIM
253	Advisors Capital Management, LLC	$1.1M	4,270	−237	TRIM
254	ROCKLAND TRUST CO	$1.1M	4,243	−1,920	TRIM
255	Sanctuary Advisors, LLC	$1.1M	4,190	−700	TRIM
256	NORDEN GROUP LLC	$1.0M	4,168	+382	ADD
257	Lido Advisors, LLC	$1.0M	4,094	+2,671	ADD
258	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$1.0M	4,020	+4,020	NEW
259	National Pension Service	$995K	3,970	+3,970	NEW
260	Norinchukin Bank, The	$985K	3,928	+18	ADD
261	Kintegral Advisory, LLC	$956K	3,813	−169	TRIM
262	Allspring Global Investments Holdings, LLC	$941K	3,724	+15	ADD
263	UMB Bank, n.a.	$937K	3,737	+157	ADD
264	Barbara Oil Co.	$927K	3,700	0	NO CHANGE
265	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$926K	3,693	+3,693	NEW
266	BENJAMIN EDWARDS INC	$903K	3,602	+194	ADD
267	Maryland State Retirement & Pension System	$891K	3,553	0	NO CHANGE
268	WELCH & FORBES LLC	$855K	3,413	+552	ADD
269	TOKIO MARINE ASSET MANAGEMENT CO LTD	$847K	3,378	+54	ADD
270	Heritage Investment Group, Inc.	$845K	3,372	0	NO CHANGE
271	Sequoia Financial Advisors, LLC	$833K	3,325	−379	TRIM
272	TEMA ETFS LLC	$820K	3,273	+14	ADD
273	Gibbs Wealth Management	$806K	3,216	+414	ADD
274	Engineers Gate Manager LP	$806K	3,215	−8,212	TRIM
275	Bridgefront Capital, LLC	$801K	3,196	−6,152	TRIM
276	Meiji Yasuda Life Insurance Co	$795K	3,173	+1,472	ADD
277	LECAP ASSET MANAGEMENT LTD	$782K	3,121	+867	ADD
278	Verdence Capital Advisors LLC	$775K	3,091	−251	TRIM
279	Inspire Advisors, LLC	$773K	3,083	+929	ADD
280	AIGEN INVESTMENT MANAGEMENT, LP	$767K	3,060	+3,060	NEW
281	Federation des caisses Desjardins du Quebec	$762K	3,041	+607	ADD
282	COMMONWEALTH EQUITY SERVICES, LLC	$761K	3,037	−1,362	TRIM
283	Hennion & Walsh Asset Management, Inc.	$750K	2,994	−2,268	TRIM
284	PFG Advisors	$749K	2,989	−65	TRIM
285	Accretive Wealth Partners, LLC	$749K	2,988	+22	ADD
286	MUFG Securities EMEA plc	$740K	2,951	0	NO CHANGE
287	Voleon Capital Management LP	$716K	2,856	+503	ADD
288	Clearstead Advisors, LLC	$710K	2,833	−918	TRIM
289	Woodline Partners LP	$703K	2,806	−7,282	TRIM
290	Larson Financial Group LLC	$691K	2,757	+225	ADD
291	Modera Wealth Management, LLC	$691K	2,755	−52	TRIM
292	Empowered Funds, LLC	$681K	2,717	+2,717	NEW
293	NewEdge Advisors, LLC	$679K	2,709	+2,709	NEW
294	Voya Financial Advisors, Inc.	$646K	2,655	−504	TRIM
295	ABN AMRO INVESTMENT SOLUTIONS	$640K	2,552	+214	ADD
296	TWO SIGMA SECURITIES, LLC	$635K	2,532	+2,532	NEW
297	Purkiss Capital Advisors LLC	$631K	2,519	0	NO CHANGE
298	LRT Capital Management, LLC	$631K	2,518	+2,518	NEW
299	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$623K	2,484	+953	ADD
300	Diversified Trust Co	$621K	2,478	−2,273	TRIM
301	Beacon Pointe Advisors, LLC	$621K	2,477	+1,641	ADD
302	Arax Advisory Partners	$616K	2,458	−2,121	TRIM
303	Empirical Finance, LLC	$606K	2,416	−3	TRIM
304	Marex Group Ltd	$603K	2,407	+900	ADD
305	Global X Japan Co., Ltd.	$600K	2,395	+311	ADD
306	MONTAG A & ASSOCIATES INC	$591K	2,356	0	NO CHANGE
307	Rockefeller Capital Management L.P.	$589K	2,351	+922	ADD
308	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$589K	2,348	−124	TRIM
309	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$577K	2,302	+4	ADD
310	COLDSTREAM CAPITAL MANAGEMENT INC	$575K	2,293	+204	ADD
311	Vontobel Holding Ltd.	$570K	2,274	+314	ADD
312	Independent Advisor Alliance	$564K	2,251	+28	ADD
313	MidFirst Bank	$558K	2,226	+1	ADD
314	ANCHYRA PARTNERS LLC	$557K	2,224	+5	ADD
315	FULTON BANK, N.A.	$548K	2,185	+415	ADD
316	S-Bank Fund Management Ltd	$537K	2,141	−80	TRIM
317	Net Worth Advisory Group	$534K	2,131	+356	ADD
318	LBP AM SA	$534K	2,131	−19,878	TRIM
319	Hyperion Capital Advisors LP	$534K	2,130	0	NO CHANGE
320	BAHL & GAYNOR INC	$533K	2,125	0	NO CHANGE
321	ALPS ADVISORS INC	$528K	2,105	+290	ADD
322	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$526K	2,102	−3,881	TRIM
323	North Dakota State Investment Board	$524K	2,092	−363	TRIM
324	WADDELL & ASSOCIATES, LLC	$514K	2,049	−1,573	TRIM
325	QUADRANT CAPITAL GROUP LLC	$492K	1,962	−27	TRIM
326	SECURIAN ASSET MANAGEMENT, INC	$483K	1,927	0	NO CHANGE
327	Chicago Partners Investment Group LLC	$474K	1,728	+790	ADD
328	Inscription Capital, LLC	$469K	1,871	+347	ADD
329	BOOTHBAY FUND MANAGEMENT, LLC	$465K	1,855	−558	TRIM
330	Vestmark Advisory Solutions, Inc.	$464K	1,852	−1,822	TRIM
331	Wedmont Private Capital	$456K	1,716	+444	ADD
332	Te Ahumairangi Investment Management Ltd	$444K	1,770	−580	TRIM
333	IEQ CAPITAL, LLC	$442K	1,764	−21,343	TRIM
334	Avior Wealth Management, LLC	$433K	1,729	−1	TRIM
335	QRG CAPITAL MANAGEMENT, INC.	$421K	1,680	−640	TRIM
336	Envestnet Portfolio Solutions, Inc.	$420K	1,677	−2,792	TRIM
337	GRANDFIELD & DODD, LLC	$418K	1,667	0	NO CHANGE
338	Portside Wealth Group, LLC	$411K	1,640	−365	TRIM
339	EntryPoint Capital, LLC	$409K	1,631	+1,631	NEW
340	Perigon Wealth Management, LLC	$397K	1,582	−449	TRIM
341	Concurrent Investment Advisors, LLC	$395K	1,576	+474	ADD
342	GUYASUTA INVESTMENT ADVISORS INC	$391K	1,559	0	NO CHANGE
343	E Fund Management Co., Ltd.	$390K	1,556	—	NO PRIOR
344	FIDUCIARY TRUST CO	$386K	1,541	+21	ADD
345	Modern Wealth Management, LLC	$385K	1,522	+123	ADD
346	Advisory Alpha, LLC	$383K	1,528	+398	ADD
347	RTD Financial Advisors, Inc.	$382K	1,524	0	NO CHANGE
348	Qtron Investments LLC	$380K	1,518	0	NO CHANGE
349	Annex Advisory Services, LLC	$380K	1,514	−121,444	TRIM
350	KFA Private Wealth Group, LLC	$376K	1,500	0	NO CHANGE
351	Orion Porfolio Solutions, LLC	$371K	1,480	−805	TRIM
352	CAXTON ASSOCIATES LLP	$365K	1,457	+1,457	NEW
353	Penobscot Investment Management Company, Inc.	$363K	1,450	0	NO CHANGE
354	Ellis Investment Partners, LLC	$354K	1,411	0	NO CHANGE
355	GATEWAY INVESTMENT ADVISERS LLC	$353K	1,408	+1,408	NEW
356	Elevated Capital Advisors, LLC	$353K	1,407	+223	ADD
357	Pitcairn Wealth Advisors LLC	$349K	1,270	+65	ADD
358	Apollon Wealth Management, LLC	$343K	1,367	+396	ADD
359	Linden Thomas Advisory Services, LLC	$332K	1,326	−3,954	TRIM
360	Oasis Advisors, LLC	$330K	1,316	—	NO PRIOR
361	Parkside Financial Bank & Trust	$329K	1,314	+56	ADD
362	DRW Securities, LLC	$328K	1,308	−290	TRIM
363	Jacobi Capital Management LLC	$326K	1,301	−15	TRIM
364	Revisor Wealth Management LLC	$318K	1,274	+205	ADD
365	Wealthspire Advisors, LLC	$313K	1,248	+1,248	NEW
366	Northwest Bancshares, Inc.	$312K	1,244	−86	TRIM
367	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$310K	1,236	+1,236	NEW
368	Compound Planning, Inc.	$307K	1,224	+43	ADD
369	Savvy Advisors, Inc.	$299K	1,193	+63	ADD
370	Smartleaf Asset Management LLC	$292K	1,190	−17	TRIM
371	Baron Wealth Management LLC	$289K	1,154	−20	TRIM
372	HUB Investment Partners, LLC	$289K	1,152	+334	ADD
373	AE Wealth Management LLC	$286K	1,142	+1,142	NEW
374	Manchester Capital Management LLC	$283K	1,131	−12	TRIM
375	BALYASNY ASSET MANAGEMENT L.P.	$281K	1,121	−54	TRIM
376	Westover Capital Advisors, LLC	$281K	1,120	0	NO CHANGE
377	OFI INVEST ASSET MANAGEMENT	$280K	1,117	−71,441	TRIM
378	CHOREO, LLC	$275K	1,096	+101	ADD
379	Meeder Advisory Services, Inc.	$274K	1,091	−239	TRIM
380	NewEdge Wealth, LLC	$270K	1,079	−648	TRIM
381	PANAGORA ASSET MANAGEMENT INC	$270K	1,077	−23,522	TRIM
382	FLAGSHIP HARBOR ADVISORS, LLC	$263K	1,050	+1,050	NEW
383	GROUPAMA ASSET MANAGMENT	$262K	1,047	−483	TRIM
384	LGL PARTNERS, LLC	$261K	1,040	+1	ADD
385	Brooklyn Investment Group	$258K	1,031	−860	TRIM
386	ANGELES WEALTH MANAGEMENT, LLC	$258K	1,029	+89	ADD
387	Pinnacle Financial Partners, Inc.	$258K	1,029	−246	TRIM
388	Sivia Capital Partners, LLC	$252K	1,006	−158	TRIM
389	Westerkirk Capital Inc.	$249K	995	+100	ADD
390	Siemens Fonds Invest GmbH	$249K	992	−631	TRIM
391	OXFORD ASSET MANAGEMENT LLP	$248K	991	+991	NEW
392	Connor, Clark & Lunn Investment Management Ltd.	$248K	988	−5,611	TRIM
393	World Investment Advisors	$247K	987	−386	TRIM
394	DIVERSIFY WEALTH MANAGEMENT, LLC	$246K	833	+833	NEW
395	EVERGREEN CAPITAL MANAGEMENT LLC	$244K	974	+974	NEW
396	Farringdon Capital, Ltd.	$242K	966	+966	NEW
397	WEALTH ALLIANCE, LLC	$237K	945	+35	ADD
398	Snowden Capital Advisors LLC	$235K	939	+41	ADD
399	Lombard Odier Asset Management (Switzerland) SA	$231K	920	+920	NEW
400	Vise Technologies, Inc.	$229K	834	0	NO CHANGE
401	MATHER GROUP, LLC.	$227K	907	+907	NEW
402	Citizens Business Bank	$226K	903	0	NO CHANGE
403	Morningstar Investment Management LLC	$224K	893	+893	NEW
404	ZACKS INVESTMENT MANAGEMENT	$222K	887	+887	NEW
405	DoubleLine ETF Adviser LP	$222K	886	+886	NEW
406	Ausdal Financial Partners, Inc.	$222K	886	+47	ADD
407	Savant Capital, LLC	$218K	870	+870	NEW
408	PATTON FUND MANAGEMENT, INC.	$216K	863	+78	ADD
409	Drucker Wealth 3.0, LLC	$216K	860	−18	TRIM
410	D.A. DAVIDSON & CO.	$213K	849	+849	NEW
411	Allworth Financial LP	$213K	848	−183	TRIM
412	Knollwood Investment Advisory, LLC	$211K	840	0	NO CHANGE
413	Strata Wealth Advisors, LLC	$210K	838	+1	ADD
414	Private Advisor Group, LLC	$207K	827	−486	TRIM
415	MGO ONE SEVEN LLC	$207K	826	+28	ADD
416	JOURNEY STRATEGIC WEALTH LLC	$205K	818	−60	TRIM
417	Western Wealth Management, LLC	$203K	808	+808	NEW
418	Trust Asset Management LLC	$202K	805	0	NO CHANGE
419	PROFUND ADVISORS LLC	$202K	804	−366	TRIM
420	PKO Investment Management Joint-Stock Co	$201K	800	0	NO CHANGE
421	Hilltop National Bank	$172K	686	+213	ADD
422	SIGNATUREFD, LLC	$169K	676	−173	TRIM
423	Fullerton Fund Management Co Ltd.	$165K	657	+657	NEW
424	WESTPAC BANKING CORP	$162K	645	−252	TRIM
425	Ameritas Investment Partners, Inc.	$161K	644	0	NO CHANGE
426	Tower Research Capital LLC (TRC)	$148K	592	−4,823	TRIM
427	Steward Partners Investment Advisory, LLC	$146K	583	+13	ADD
428	Leonteq Securities AG	$113K	449	+442	ADD
429	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$111K	443	0	NO CHANGE
430	Pinnacle Wealth Planning Services, Inc.	$109K	434	−3	TRIM
431	HighMark Wealth Management LLC	$105K	420	0	NO CHANGE
432	MEEDER ASSET MANAGEMENT INC	$96.7K	386	+195	ADD
433	Banque Cantonale Vaudoise	$88.0K	353	+353	NEW
434	EXCHANGE TRADED CONCEPTS, LLC	$80.2K	320	+32	ADD
435	Blue Trust, Inc.	$69.9K	279	−12	TRIM
436	EASTERN BANK	$68.4K	273	0	NO CHANGE
437	CVA Family Office, LLC	$64.4K	257	+40	ADD
438	EDMOND DE ROTHSCHILD HOLDING S.A.	$63.7K	254	−68	TRIM
439	State of Wyoming	$62.2K	248	+248	NEW
440	Cromwell Holdings LLC	$62.2K	248	0	NO CHANGE
441	Evelyn Partners Investment Management Services Ltd	$53.9K	215	+215	NEW
442	Bayforest Capital Ltd	$44.4K	177	−123	TRIM
443	MAI Capital Management	$37.8K	151	+112	ADD
444	BEACON INVESTMENT ADVISORY SERVICES, INC.	$37.3K	149	+149	NEW
445	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$37.3K	149	−163	TRIM
446	BARRETT & COMPANY, INC.	$37.3K	149	0	NO CHANGE
447	Medallion Wealth Advisors, LLC	$32.1K	128	—	NO PRIOR
448	Opal Wealth Advisors, LLC	$31.6K	126	+126	NEW
449	SJS Investment Consulting Inc.	$31.1K	124	−58	TRIM
450	PITTENGER & ANDERSON INC	$28.8K	115	0	NO CHANGE
451	Glen Eagle Advisors, LLC	$27.6K	110	0	NO CHANGE
452	Addison Advisors LLC	$25.3K	101	−10	TRIM
453	Meramec Financial Planners, LLC	$25.0K	90	−6	TRIM
454	True Wealth Design, LLC	$24.3K	97	−122	TRIM
455	Community Financial Services Group, LLC	$23.8K	94	+94	NEW
456	Freestone Grove Partners LP	$23.1K	92	−2,434	TRIM
457	CNB Bank	$22.3K	89	−12	TRIM
458	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$21.0K	83	−28	TRIM
459	Owl Creek Wealth Partners LLC	$20.3K	81	—	NO PRIOR
460	Avalon Trust Co	$19.8K	79	+79	NEW
461	Transamerica Financial Advisors, LLC	$18.6K	74	+45	ADD
462	NATIXIS ADVISORS, LLC	$15.7K	62,572	+10,268	ADD
463	Destiny Wealth Partners, LLC	$15.0K	60	+60	NEW
464	Spire Wealth Management	$13.0K	52	−36	TRIM
465	CANADA LIFE ASSURANCE Co	$12.7K	50,296	+2,073	ADD
466	Bell Investment Advisors, Inc	$12.5K	50	−2	TRIM
467	Activest Wealth Management	$11.3K	45	−40	TRIM
468	GHP Investment Advisors, Inc.	$10.3K	41	0	NO CHANGE
469	Financial Network Wealth Advisors LLC	$10.0K	40	—	NO PRIOR
470	MCF Advisors LLC	$10.0K	40	—	NO PRIOR
471	Solstein Capital, LLC	$8.5K	34	0	NO CHANGE
472	IMG Wealth Management, Inc.	$8.3K	33	+31	ADD
473	Treasurer of the State of North Carolina	$7.7K	30,645	+651	ADD
474	JFS WEALTH ADVISORS, LLC	$7.5K	30	−4	TRIM
475	JNBA Financial Advisors	$7.5K	30	+22	ADD
476	Quarry LP	$7.5K	30	+5	ADD
477	Kemnay Advisory Services Inc.	$7.3K	29	−49	TRIM
478	MV CAPITAL MANAGEMENT, INC.	$7.0K	28	−2	TRIM
479	DekaBank Deutsche Girozentrale	$7.0K	27,611	0	NO CHANGE
480	Financial Perspectives, Inc	$6.8K	27	0	NO CHANGE
481	Clayton Financial Group LLC	$6.5K	26	0	NO CHANGE
482	JONES FINANCIAL COMPANIES LLLP	$6.3K	25	0	NO CHANGE
483	Valued Wealth Advisors LLC	$6.0K	24	0	NO CHANGE
484	Annis Gardner Whiting Capital Advisors, LLC	$5.0K	20	−25	TRIM
485	Pacific Center for Financial Services	$4.8K	19	0	NO CHANGE
486	Signature Equity Partners, LLC	$4.6K	18	+18	NEW
487	Legacy Wealth Managment, LLC/ID	$4.5K	18	+4	ADD
488	WPG Advisers, LLC	$4.5K	18	0	NO CHANGE
489	NFSG Corp	$4.3K	17	0	NO CHANGE
490	Johnson Financial Group, Inc.	$4.0K	16	−5	TRIM
491	Physician Wealth Advisors, Inc.	$4.0K	16	+2	ADD
492	COUNTRY TRUST BANK	$4.0K	16	0	NO CHANGE
493	Abound Wealth Management	$3.3K	13	0	NO CHANGE
494	Employees Retirement System of Texas	$3.3K	12,966	0	NO CHANGE
495	SUMMIT SECURITIES GROUP LLC	$3.0K	12	−95	TRIM
496	Kilter Group LLC	$3.0K	12	−5	TRIM
497	Stone House Investment Management, LLC	$2.8K	11	+8	ADD
498	Darwin Wealth Management, LLC	$2.6K	10	−400	TRIM
499	Westfuller Advisors, LLC	$2.5K	10	0	NO CHANGE
500	SouthState Bank Corp	$2.5K	10	0	NO CHANGE

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

Congress ↔ notable managers · WST

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 5 Viking Global Investors, Tudor Investment Corp, Bridgewater Associates, Gotham Asset Management, Caxton Associates $129M held
Trimming: 1 Moore Capital Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · West Pharmaceutical Services Inc - US

Merged timeline of congressional filings and notable-manager moves on WST
Date	Who	Change	Size
2026-05-15	Viking Global Investors 13F	ADD	+121,920 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+24,745 sh
2026-05-15	Bridgewater Associates 13F	ADD	+19,088 sh
2026-05-15	Gotham Asset Management 13F	ADD	+5,324 sh
2026-05-15	Moore Capital Management 13F	EXIT	−95,000 sh
2026-05-14	Caxton Associates 13F	NEW	+1,457 sh

6 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

9 members of Congress disclosed WST — 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).