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 ↗

EXXON MOBIL CORP · CMN · quarter ended 2026-03-31 · 78 members disclosed XOM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 4,224 holders are listed, largest first: 4,224
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $440B
holders whose share count rose or who opened the position (new + add), by shares: 1,898
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 233

Holders — quarter ended 2026-03-31

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

13F holders of XOM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$54.8B	322,741,137	+11,518,718	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$46.0B	271,198,613	—	NO PRIOR
3	STATE STREET CORP	$36.3B	213,904,380	+8,790,138	ADD
4	FMR LLC	$23.8B	140,010,460	+8,288,753	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$19.6B	115,629,047	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$16.1B	95,478,649	−444,605	TRIM
7	JPMORGAN CHASE & CO	$14.7B	85,599,509	+15,223,344	ADD
8	MORGAN STANLEY	$12.2B	71,718,998	−2,738,857	TRIM
9	BANK OF AMERICA CORP /DE/	$11.6B	68,483,813	−6,668,553	TRIM
10	Bank of New York Mellon Corp	$7.5B	44,289,134	−2,316,219	TRIM
11	NORTHERN TRUST CORP	$7.3B	42,776,808	−238,098	TRIM
12	FRANKLIN RESOURCES INC	$7.0B	41,459,896	−527,443	TRIM
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.8B	34,236,797	+146,208	ADD
14	Capital Research Global Investors	$5.7B	33,701,474	+243,032	ADD
15	Fisher Asset Management, LLC	$5.5B	32,282,677	+784,825	ADD
16	GOLDMAN SACHS GROUP INC	$5.4B	32,037,810	+5,832,752	ADD
17	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$5.2B	30,520,300	0	NO CHANGE
18	DIMENSIONAL FUND ADVISORS LP	$4.8B	28,364,314	+1,540,902	ADD
19	Amundi	$4.2B	24,511,156	+1,192,386	ADD
20	VANGUARD FIDUCIARY TRUST CO	$4.0B	23,518,771	—	NO PRIOR
21	WELLINGTON MANAGEMENT GROUP LLP	$3.8B	22,508,874	+1,552,661	ADD
22	Nuveen, LLC	$3.5B	20,880,202	+1,054,531	ADD
23	Legal & General Group Plc	$3.3B	19,438,857	−453,161	TRIM
24	AMERIPRISE FINANCIAL INC	$3.3B	19,285,051	−3,900,633	TRIM
25	ROYAL BANK OF CANADA	$3.2B	18,919,624	−280,416	TRIM
26	Invesco Ltd.	$3.2B	18,893,575	+1,526,217	ADD
27	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$3.0B	17,922,157	−1,333,398	TRIM
28	UBS Group AG	$2.7B	16,122,823	+1,013,392	ADD
29	Capital International Investors	$2.7B	15,945,694	−8,047,851	TRIM
30	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.7B	15,826,213	−171,119	TRIM
31	WELLS FARGO & COMPANY/MN	$2.2B	12,998,435	+10,764	ADD
32	Swiss National Bank	$2.1B	12,376,418	+693,800	ADD
33	DEUTSCHE BANK AG\	$2.0B	12,014,229	+1,732,322	ADD
34	Capital World Investors	$1.8B	10,444,549	+5,651,424	ADD
35	Mitsubishi UFJ Asset Management Co., Ltd.	$1.6B	9,531,251	+560,416	ADD
36	National Pension Service	$1.6B	9,497,753	+9,497,753	NEW
37	Sumitomo Mitsui Trust Group, Inc.	$1.6B	9,352,140	−547,794	TRIM
38	Vanguard Global Advisers, LLC	$1.6B	9,248,424	—	NO PRIOR
39	HSBC HOLDINGS PLC	$1.4B	8,499,125	−8,981,961	TRIM
40	RAYMOND JAMES FINANCIAL INC	$1.4B	8,490,149	−549,391	TRIM
41	FAYEZ SAROFIM & CO	$1.4B	8,036,288	−216,129	TRIM
42	VANGUARD ASSET MANAGEMENT, Ltd	$1.3B	7,945,354	—	NO PRIOR
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$1.3B	7,823,133	−127,552	TRIM
44	CANADA PENSION PLAN INVESTMENT BOARD	$1.3B	7,431,709	+388,396	ADD
45	BARCLAYS PLC	$1.2B	7,215,980	+555,873	ADD
46	HighTower Advisors, LLC	$1.2B	7,188,999	−884,035	TRIM
47	LPL Financial LLC	$1.2B	7,125,105	−198,591	TRIM
48	ALLIANCEBERNSTEIN L.P.	$1.2B	9,982,243	+2,742,964	ADD
49	Clearbridge Investments, LLC	$1.2B	6,905,317	−2,099,726	TRIM
50	GQG Partners LLC	$1.1B	6,663,103	−2,052,453	TRIM
51	Neuberger Berman Group LLC	$1.1B	6,265,593	−599,898	TRIM
52	First Eagle Investment Management, LLC	$1.1B	6,237,614	−1,516,212	TRIM
53	FIRST TRUST ADVISORS LP	$1.0B	6,182,355	−397,193	TRIM
54	PRINCIPAL FINANCIAL GROUP INC	$1.0B	6,099,948	−410,557	TRIM
55	TD ASSET MANAGEMENT INC	$950M	5,600,959	+814,152	ADD
56	ENVESTNET ASSET MANAGEMENT INC	$906M	5,342,655	+205,197	ADD
57	AMERICAN CENTURY COMPANIES INC	$892M	5,256,636	−29,929	TRIM
58	BANK OF MONTREAL /CAN/	$863M	5,086,595	−477,139	TRIM
59	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$830M	4,890,283	−199,685	TRIM
60	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$766M	4,516,943	+4,516,943	NEW
61	Holocene Advisors, LP	$727M	4,286,475	+1,966,720	ADD
62	PRUDENTIAL FINANCIAL INC	$711M	4,188,636	−752,410	TRIM
63	NEW YORK STATE COMMON RETIREMENT FUND	$710M	4,183,203	+75,200	ADD
64	Ninety One UK Ltd	$698M	4,115,520	+1,342,230	ADD
65	CIBC Bancorp USA Inc.	$693M	4,085,068	—	NO PRIOR
66	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$688M	4,052,608	−88,702	TRIM
67	Ensign Peak Advisors, Inc	$681M	4,015,899	−60,323	TRIM
68	AQR CAPITAL MANAGEMENT LLC	$652M	3,843,925	−140,652	TRIM
69	CITIGROUP INC	$648M	3,818,445	+588,665	ADD
70	STIFEL FINANCIAL CORP	$633M	3,729,167	−263,056	TRIM
71	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$633M	3,728,379	−88,459	TRIM
72	AVIVA PLC	$630M	3,714,322	+106,739	ADD
73	MACKENZIE FINANCIAL CORP	$621M	3,662,146	+581,134	ADD
74	VICTORY CAPITAL MANAGEMENT INC	$594M	3,503,807	−588,930	TRIM
75	SCHRODER INVESTMENT MANAGEMENT GROUP	$577M	3,400,741	+425,632	ADD
76	FIFTH THIRD BANCORP	$572M	3,371,424	+1,307,465	ADD
77	VOYA INVESTMENT MANAGEMENT LLC	$564M	3,325,806	+1,645,261	ADD
78	US BANCORP \DE\	$562M	3,311,157	−78,597	TRIM
79	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$553M	3,257,803	−142,982	TRIM
80	Corient Private Wealth LLC	$538M	3,236,241	−4,403,416	TRIM
81	Russell Investments Group, Ltd.	$510M	3,058,580	+15,584	ADD
82	Focus Partners Wealth	$503M	2,968,005	+19,572	ADD
83	JONES FINANCIAL COMPANIES LLLP	$499M	2,917,317	+2,189,381	ADD
84	Korea Investment CORP	$496M	2,921,734	−177,586	TRIM
85	Mariner, LLC	$438M	2,583,593	+28,280	ADD
86	1832 Asset Management L.P.	$430M	2,536,468	+1,569,571	ADD
87	Assenagon Asset Management S.A.	$413M	2,432,116	+1,171,398	ADD
88	Quantinno Capital Management LP	$407M	2,398,418	+428,431	ADD
89	Cetera Investment Advisers	$404M	2,381,079	+20,773	ADD
90	Mitsubishi UFJ Trust & Banking Corp	$388M	2,289,094	−2,416	TRIM
91	STATE OF WISCONSIN INVESTMENT BOARD	$383M	2,257,774	+49,210	ADD
92	OSAIC HOLDINGS, INC.	$383M	2,256,747	+130,545	ADD
93	ROYAL LONDON ASSET MANAGEMENT LTD	$380M	2,238,022	−12,656	TRIM
94	Creative Planning	$379M	2,234,969	+210,847	ADD
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	$376M	2,218,922	−442,800	TRIM
96	Cerity Partners LLC	$372M	2,191,719	+97,576	ADD
97	NOMURA ASSET MANAGEMENT CO LTD	$370M	2,180,052	−51,297	TRIM
98	Chevy Chase Trust Holdings, LLC	$368M	2,170,102	−91,856	TRIM
99	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$362M	2,136,316	+43,683	ADD
100	LAZARD ASSET MANAGEMENT LLC	$356M	2,095,426	−38,986	TRIM
101	COMMONWEALTH EQUITY SERVICES, LLC	$354M	2,086,375	−68,465	TRIM
102	Bank Julius Baer & Co. Ltd, Zurich	$350M	2,057,493	+28,964	ADD
103	Rockefeller Capital Management L.P.	$347M	2,043,449	+119,509	ADD
104	TRUIST FINANCIAL CORP	$344M	2,028,907	−132,417	TRIM
105	CIBC WORLD MARKET INC.	$336M	1,982,781	−94,359	TRIM
106	SEI INVESTMENTS CO	$335M	1,975,677	+479,017	ADD
107	Vanguard Investments Australia, Ltd.	$334M	1,967,801	—	NO PRIOR
108	Asset Management One Co., Ltd.	$331M	1,950,672	+31,885	ADD
109	HUNTINGTON NATIONAL BANK	$329M	1,938,768	+127,245	ADD
110	MILLENNIUM MANAGEMENT LLC	$329M	1,936,937	+1,091,387	ADD
111	ProShare Advisors LLC	$328M	1,932,789	−302,684	TRIM
112	Universal- Beteiligungs- und Servicegesellschaft mbH	$326M	1,928,030	+129,852	ADD
113	Zurcher Kantonalbank (Zurich Cantonalbank)	$319M	1,882,658	+1,882,658	NEW
114	BROWN ADVISORY INC	$313M	1,846,002	−21,891	TRIM
115	FEDERATED HERMES, INC.	$313M	1,843,636	−2,933,919	TRIM
116	Aberdeen Group plc	$310M	1,824,510	+75,654	ADD
117	BOKF, NA	$309M	1,821,309	+222	ADD
118	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$308M	1,812,642	+335,945	ADD
119	KLP KAPITALFORVALTNING AS	$305M	1,800,036	+40,300	ADD
120	BNP Paribas Asset Management Holding S.A.	$303M	1,789,721	−231,293	TRIM
121	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$303M	1,784,911	−196,542	TRIM
122	Robeco Institutional Asset Management B.V.	$302M	1,779,562	+270,980	ADD
123	PANAGORA ASSET MANAGEMENT INC	$300M	1,768,403	+300,073	ADD
124	Empower Advisory Group, LLC	$298M	1,754,841	+58,665	ADD
125	M&T BANK CORP	$297M	1,750,248	−93,408	TRIM
126	REGIONS FINANCIAL CORP	$295M	1,738,245	−57,364	TRIM
127	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$295M	1,736,634	+11,183	ADD
128	COMMERCE BANK	$283M	1,669,788	+149,761	ADD
129	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$276M	1,828,424	−793,793	TRIM
130	KING LUTHER CAPITAL MANAGEMENT CORP	$271M	1,599,337	−65,658	TRIM
131	NewEdge Advisors, LLC	$267M	1,575,169	−230,336	TRIM
132	MERCER GLOBAL ADVISORS INC /ADV	$267M	1,574,584	+70,990	ADD
133	Pictet Asset Management Holding SA	$267M	1,570,772	−149,955	TRIM
134	GREAT LAKES ADVISORS, LLC	$256M	1,509,251	+54,437	ADD
135	ZACKS INVESTMENT MANAGEMENT	$255M	1,505,905	−21,710	TRIM
136	Cullen Capital Management, LLC	$254M	1,499,613	−193,525	TRIM
137	WORLDQUANT MILLENNIUM ADVISORS LLC	$253M	1,491,304	−58,287	TRIM
138	NATIONAL BANK OF CANADA /FI/	$250M	1,472,420	−945,371	TRIM
139	BAHL & GAYNOR INC	$248M	1,464,635	+49,522	ADD
140	State of New Jersey Common Pension Fund D	$246M	1,447,521	−13,028	TRIM
141	KEYBANK NATIONAL ASSOCIATION/OH	$241M	1,420,818	+542	ADD
142	MACQUARIE GROUP LTD	$240M	1,414,465	−81,601	TRIM
143	CIBC Asset Management Inc	$239M	1,408,960	−16,566	TRIM
144	Retirement Systems of Alabama	$238M	1,401,008	−9,693	TRIM
145	Tidal Investments LLC	$237M	1,390,707	+914,253	ADD
146	Resona Asset Management Co.,Ltd.	$236M	1,388,031	+9,381	ADD
147	PUBLIC SECTOR PENSION INVESTMENT BOARD	$234M	1,380,382	+114,748	ADD
148	Baird Financial Group, Inc.	$230M	1,356,023	+1,356,023	NEW
149	ADAMS NATURAL RESOURCES FUND, INC.	$226M	1,334,555	+16,500	ADD
150	NORDEA INVESTMENT MANAGEMENT AB	$226M	1,299,120	+81,961	ADD
151	TEACHER RETIREMENT SYSTEM OF TEXAS	$224M	1,322,843	−29,996	TRIM
152	CITADEL ADVISORS LLC	$222M	1,307,956	−879,008	TRIM
153	LOS ANGELES CAPITAL MANAGEMENT LLC	$221M	1,299,718	+1,090,637	ADD
154	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$220M	1,294,791	+387,514	ADD
155	Calamos Advisors LLC	$218M	1,282,150	+107,574	ADD
156	TORONTO DOMINION BANK	$208M	1,228,730	−177,788	TRIM
157	GLENMEDE TRUST CO NA	$204M	1,203,541	−76,471	TRIM
158	JENNISON ASSOCIATES LLC	$204M	1,202,981	+169,080	ADD
159	DnB Asset Management AS	$201M	1,182,418	+107,155	ADD
160	Arizona State Retirement System	$196M	1,155,274	−51,872	TRIM
161	Czech National Bank	$193M	1,138,133	+26,130	ADD
162	STATE OF MICHIGAN RETIREMENT SYSTEM	$185M	1,091,718	−12,300	TRIM
163	NISA INVESTMENT ADVISORS, LLC	$182M	1,073,169	−67,980	TRIM
164	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$181M	1,068,757	+432,582	ADD
165	DOLIVER ADVISORS, LP	$179M	1,053,078	−19,614	TRIM
166	CWM, LLC	$175M	1,030,824	−23,056	TRIM
167	Sanctuary Advisors, LLC	$174M	1,025,623	−22,786	TRIM
168	Employees Provident Fund Board	$172M	1,013,354	−972,436	TRIM
169	Empowered Funds, LLC	$171M	1,010,670	−56,663	TRIM
170	Connor, Clark & Lunn Investment Management Ltd.	$170M	1,003,872	−555,552	TRIM
171	AE Wealth Management LLC	$170M	1,002,282	+32,872	ADD
172	DAVENPORT & Co LLC	$166M	976,268	−29,195	TRIM
173	MetLife Investment Management, LLC	$166M	977,222	−33,862	TRIM
174	EP Wealth Advisors, LLC	$166M	976,115	−29,159	TRIM
175	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$165M	973,468	−7,468	TRIM
176	Squarepoint Ops LLC	$165M	971,988	−1,140,398	TRIM
177	HOMESTEAD ADVISERS CORP	$163M	957,108	+144,200	ADD
178	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$162M	955,700	−117,980	TRIM
179	Clark Capital Management Group, Inc.	$161M	949,998	+5,932	ADD
180	BLAIR WILLIAM & CO/IL	$161M	946,386	−21,751	TRIM
181	Mirae Asset Global Investments Co., Ltd.	$160M	944,207	+115,693	ADD
182	D. E. Shaw & Co., Inc.	$157M	924,250	−21,487	TRIM
183	Compagnie Lombard Odier SCmA	$157M	923,078	+806,326	ADD
184	Allspring Global Investments Holdings, LLC	$155M	962,709	−113,473	TRIM
185	TD Waterhouse Canada Inc.	$154M	960,087	+748,537	ADD
186	Mizuho Markets Cayman LP	$149M	880,159	−491,209	TRIM
187	Castle Hook Partners LP	$148M	870,188	+870,188	NEW
188	Swiss Life Asset Management Ltd	$145M	855,811	+112,419	ADD
189	Allianz Asset Management GmbH	$142M	839,455	+11,517	ADD
190	IFM Investors Pty Ltd	$141M	832,489	+33,726	ADD
191	FIL Ltd	$140M	825,394	+42,909	ADD
192	Woodline Partners LP	$139M	820,025	+99,653	ADD
193	Zurich Insurance Group Ltd/FI	$138M	813,402	−75,959	TRIM
194	LGT Group Foundation	$137M	806,314	+122,827	ADD
195	AlTi Global, Inc.	$136M	800,276	−164,618	TRIM
196	CAPITAL ADVISORS INC/OK	$134M	790,896	+15,498	ADD
197	Pinnacle Financial Partners, Inc.	$134M	790,463	−20,102	TRIM
198	Kestra Advisory Services, LLC	$133M	781,910	+130,978	ADD
199	BRADLEY FOSTER & SARGENT INC/CT	$133M	781,581	+27,494	ADD
200	Daiwa Securities Group Inc.	$132M	778,677	+28,419	ADD
201	Eurizon Capital SGR S.p.A.	$126M	737,162	−58,881	TRIM
202	&PARTNERS	$121M	714,951	−3,923	TRIM
203	Sumitomo Mitsui DS Asset Management Company, Ltd	$121M	712,349	−9,959	TRIM
204	Midwest Trust Co	$121M	710,969	+26,411	ADD
205	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$120M	708,646	+53,587	ADD
206	Sequoia Financial Advisors, LLC	$119M	700,935	+24,541	ADD
207	MML INVESTORS SERVICES, LLC	$118M	695,664	−118,839	TRIM
208	EASTERN BANK	$118M	694,240	+16,956	ADD
209	GATEWAY INVESTMENT ADVISERS LLC	$117M	688,712	−146,018	TRIM
210	Utah Retirement Systems	$117M	686,886	−23,310	TRIM
211	QRG CAPITAL MANAGEMENT, INC.	$116M	683,407	+82,314	ADD
212	Lido Advisors, LLC	$116M	682,729	−54,447	TRIM
213	XPONANCE LLC	$116M	681,406	+91,648	ADD
214	FACTORY MUTUAL INSURANCE CO	$115M	680,654	+17,650	ADD
215	Linscomb Wealth, Inc.	$115M	677,838	+278,533	ADD
216	BALYASNY ASSET MANAGEMENT L.P.	$115M	675,678	+106,067	ADD
217	Private Advisor Group, LLC	$114M	669,612	+77,011	ADD
218	Rafferty Asset Management, LLC	$113M	665,983	−48,154	TRIM
219	Varma Mutual Pension Insurance Co	$112M	662,803	0	NO CHANGE
220	Mediolanum International Funds Ltd	$112M	651,596	+58,713	ADD
221	Janus Henderson Group Ltd.	$110M	650,132	+172,114	ADD
222	Mondrian Investment Partners LTD	$110M	647,827	−13,388	TRIM
223	BANK OF NOVA SCOTIA	$107M	630,415	−716,342	TRIM
224	Rakuten Investment Management, Inc.	$107M	622,111	+65,392	ADD
225	ATALANTA SOSNOFF CAPITAL, LLC	$106M	624,095	+285,219	ADD
226	Beacon Pointe Advisors, LLC	$106M	622,014	+134,357	ADD
227	NEOS Investment Management LLC	$105M	620,322	+41,309	ADD
228	PZENA INVESTMENT MANAGEMENT LLC	$105M	617,144	−43,595	TRIM
229	Quilter Plc	$104M	613,652	−5,434	TRIM
230	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$104M	610,482	−145,905	TRIM
231	Boston Trust Walden Corp	$103M	606,423	−50,504	TRIM
232	FIDUCIARY TRUST CO	$100M	591,318	−23,217	TRIM
233	ARGENT CAPITAL MANAGEMENT LLC	$99.7M	587,429	−54,526	TRIM
234	BENJAMIN EDWARDS INC	$99.3M	585,046	−28,926	TRIM
235	Banco Santander, S.A.	$99.2M	584,545	+78,576	ADD
236	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$98.4M	580,275	+2,379	ADD
237	WESTWOOD HOLDINGS GROUP INC	$98.0M	577,617	−66,499	TRIM
238	Steward Partners Investment Advisory, LLC	$97.6M	575,463	+35,888	ADD
239	Vanguard Personalized Indexing Management, LLC	$96.8M	570,305	+33,154	ADD
240	MAI Capital Management	$95.0M	559,821	+3,462	ADD
241	YOUSIF CAPITAL MANAGEMENT, LLC	$94.2M	555,364	−35,441	TRIM
242	NISSAY ASSET MANAGEMENT CORP /JAPAN	$93.1M	548,671	+2,402	ADD
243	HANCOCK WHITNEY CORP	$92.4M	566,310	+566,310	NEW
244	WATERS PARKERSON & CO., LLC	$92.0M	542,367	−4,637	TRIM
245	Pathstone Holdings, LLC	$91.0M	536,617	−5,368	TRIM
246	ASSOCIATED BANC-CORP	$91.0M	536,196	−3,439	TRIM
247	Rossmore Private Capital	$90.0M	530,457	−6,855	TRIM
248	Welch Group, LLC	$89.0M	524,383	−23,963	TRIM
249	Vest Financial, LLC	$85.6M	504,458	−30,267	TRIM
250	Wealthfront Advisers LLC	$84.9M	500,455	+37,414	ADD
251	Quotient Wealth Partners, LLC	$84.7M	499,355	−84,801	TRIM
252	Aptus Capital Advisors, LLC	$83.8M	493,998	−24,605	TRIM
253	ASSETMARK, INC	$83.5M	492,309	+37,666	ADD
254	Aware Super Pty Ltd as trustee of Aware Super	$82.5M	486,499	—	NO PRIOR
255	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$81.2M	478,500	−4,422	TRIM
256	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$80.3M	473,276	+167,867	ADD
257	Americana Partners, LLC	$80.2M	472,674	+25,632	ADD
258	OP Asset Management Ltd	$79.7M	469,899	—	NO PRIOR
259	ING GROEP NV	$79.0M	465,592	+465,592	NEW
260	Douglas Lane & Associates, LLC	$78.3M	461,527	−12,341	TRIM
261	CREDIT AGRICOLE S A	$77.9M	459,253	−393,229	TRIM
262	Vontobel Holding Ltd.	$77.4M	456,064	+182,679	ADD
263	Illinois Municipal Retirement Fund	$76.2M	448,908	−3,805	TRIM
264	DAVIS R M INC	$76.0M	447,968	+365	ADD
265	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$75.4M	444,415	−8,333	TRIM
266	Philip James Wealth Mangement, LLC	$74.7M	440,240	−22,570	TRIM
267	CI INVESTMENTS INC.	$72.4M	426,672	−14,662	TRIM
268	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$71.8M	423,015	−60,742	TRIM
269	FOUNDATION RESOURCE MANAGEMENT INC	$71.6M	421,849	−550	TRIM
270	D.A. DAVIDSON & CO.	$71.3M	420,031	−6,710	TRIM
271	Prospera Financial Services Inc	$70.2M	413,557	−3,989	TRIM
272	American Assets Investment Management, LLC	$69.6M	410,000	0	NO CHANGE
273	Capital International, Inc./CA/	$69.4M	409,279	+67,503	ADD
274	IEQ CAPITAL, LLC	$68.3M	402,668	−8,609	TRIM
275	Vestmark Advisory Solutions, Inc.	$68.1M	401,666	+107,435	ADD
276	UMB Bank, n.a.	$67.6M	398,629	−9,775	TRIM
277	GUGGENHEIM CAPITAL LLC	$67.2M	396,300	−28,860	TRIM
278	Boston Partners	$67.0M	394,898	−21,523	TRIM
279	Allworth Financial LP	$66.5M	391,970	+12,001	ADD
280	ELEVATION POINT WEALTH PARTNERS, LLC	$65.8M	387,890	+119,840	ADD
281	Merit Financial Group, LLC	$65.4M	385,315	+38,020	ADD
282	MEYER HANDELMAN CO	$64.7M	381,507	−1,180	TRIM
283	Investment Management Corp of Ontario	$63.1M	371,631	−11,659	TRIM
284	Mill Capital Management, LLC	$62.1M	365,801	−80	TRIM
285	Crossmark Global Holdings, Inc.	$61.5M	362,523	—	NO PRIOR
286	Candriam S.C.A.	$60.3M	355,510	+9,689	ADD
287	Waverly Advisors, LLC	$60.3M	355,189	+29,390	ADD
288	Federation des caisses Desjardins du Quebec	$60.1M	354,155	+77,709	ADD
289	Henshaw Capital LLC	$59.7M	352,025	—	NO PRIOR
290	HB Wealth Management, LLC	$59.2M	348,977	+20,086	ADD
291	J.W. COLE ADVISORS, INC.	$58.3M	343,478	−1,668	TRIM
292	Grantham, Mayo, Van Otterloo & Co. LLC	$57.0M	336,121	−54,340	TRIM
293	Cresset Asset Management, LLC	$56.9M	335,383	−16,638	TRIM
294	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$56.5M	370,634	+1,330	ADD
295	WESBANCO BANK INC	$56.5M	332,991	+1,350	ADD
296	BancFirst Trust & Investment Management	$56.4M	329,155	−126	TRIM
297	Elo Mutual Pension Insurance Co	$55.7M	328,448	−114,201	TRIM
298	Jain Global LLC	$55.3M	326,097	+326,097	NEW
299	Dakota Wealth Management	$55.3M	326,055	−10,059	TRIM
300	Ruffer LLP	$54.7M	321,706	+1,625	ADD
301	Meridian Wealth Advisors, LLC	$54.7M	322,172	+8,312	ADD
302	RWWM, Inc.	$54.5M	321,503	−73,970	TRIM
303	STEPHENS INC /AR/	$53.0M	311,896	−38,580	TRIM
304	Dai-ichi Life Insurance Company, Ltd	$52.7M	310,792	+2,757	ADD
305	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$52.3M	308,090	+170,210	ADD
306	Chicago Capital, LLC	$51.9M	305,727	−1,028	TRIM
307	OSSIAM	$51.7M	304,874	+238,540	ADD
308	ABN AMRO INVESTMENT SOLUTIONS	$51.3M	302,580	+147,226	ADD
309	Gotham Asset Management, LLC	$51.1M	301,197	+46,502	ADD
310	RWA WEALTH PARTNERS, LLC	$50.8M	299,225	+27,285	ADD
311	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$50.5M	297,404	+11,027	ADD
312	U.S. Capital Wealth Advisors, LLC	$50.2M	295,742	−11,561	TRIM
313	ROCKLAND TRUST CO	$50.1M	295,392	−11,324	TRIM
314	UniSuper Management Pty Ltd	$49.9M	294,145	−403	TRIM
315	Wilmington Savings Fund Society, FSB	$49.7M	292,661	−7,830	TRIM
316	CENTRAL TRUST Co	$49.5M	291,679	−5,612	TRIM
317	MILLER WEALTH ADVISORS, LLC	$49.5M	291,513	−2,474	TRIM
318	Glenview Trust Co	$49.3M	290,693	+184	ADD
319	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$49.1M	289,161	−6,228	TRIM
320	Metis Global Partners, LLC	$49.0M	289,025	−5,979	TRIM
321	EXCHANGE TRADED CONCEPTS, LLC	$48.6M	286,636	−106,415	TRIM
322	Independent Advisor Alliance	$48.4M	285,540	−343	TRIM
323	World Investment Advisors	$48.4M	285,415	−17,721	TRIM
324	WELCH & FORBES LLC	$48.4M	284,982	−4,032	TRIM
325	HM PAYSON & CO	$48.3M	284,948	−54,044	TRIM
326	Concurrent Investment Advisors, LLC	$48.1M	283,419	+7,776	ADD
327	Vinva Investment Management Ltd	$47.8M	278,762	+72,811	ADD
328	EDGAR LOMAX CO/VA	$47.8M	281,612	+38,450	ADD
329	Integrated Wealth Concepts LLC	$47.2M	278,271	+116,500	ADD
330	MARTINGALE ASSET MANAGEMENT L P	$46.9M	276,516	−38,887	TRIM
331	MARSHALL WACE, LLP	$46.7M	275,000	−460,000	TRIM
332	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$46.7M	275,000	0	NO CHANGE
333	KESTRA PRIVATE WEALTH SERVICES, LLC	$46.6M	274,673	+274,673	NEW
334	Savant Capital, LLC	$46.6M	274,395	−4,332	TRIM
335	Hudson Bay Capital Management LP	$46.4M	273,259	+280	ADD
336	BAXTER BROS INC	$46.3M	273,020	−2,578	TRIM
337	OPPENHEIMER & CO INC	$46.1M	271,775	−34,587	TRIM
338	Vident Advisory, LLC	$46.0M	271,298	+43,450	ADD
339	BROWN BROTHERS HARRIMAN & CO	$45.8M	270,246	+55,105	ADD
340	DEARBORN PARTNERS LLC	$45.7M	269,535	−25,338	TRIM
341	FLOSSBACH VON STORCH SE	$45.7M	269,368	−40,018	TRIM
342	Randolph Co Inc	$45.7M	269,347	−2,133	TRIM
343	Energy Income Partners, LLC	$45.6M	268,676	−402,132	TRIM
344	JANE STREET GROUP, LLC	$45.5M	268,269	−706,791	TRIM
345	PARSONS CAPITAL MANAGEMENT INC/RI	$45.4M	267,579	+6,813	ADD
346	FARMERS & MERCHANTS INVESTMENTS INC	$45.3M	267,283	+1,833	ADD
347	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$45.2M	266,328	−35,947	TRIM
348	Orion Porfolio Solutions, LLC	$45.1M	266,109	−47,159	TRIM
349	DEPRINCE RACE & ZOLLO INC	$44.9M	264,700	−30,695	TRIM
350	Clearstead Advisors, LLC	$44.9M	264,667	+29,153	ADD
351	CONNING INC.	$43.8M	258,374	−44,899	TRIM
352	Aristotle Atlantic Partners, LLC	$43.7M	257,482	+6,000	ADD
353	NOMURA HOLDINGS INC	$43.3M	255,386	+221,872	ADD
354	OMERS ADMINISTRATION Corp	$43.0M	253,403	+66,245	ADD
355	MIZUHO SECURITIES USA LLC	$42.9M	252,639	−54,427	TRIM
356	Stratos Wealth Partners, LTD.	$42.7M	251,858	−24,174	TRIM
357	DAYMARK WEALTH PARTNERS, LLC	$42.5M	250,711	−6,677	TRIM
358	SPROTT INC.	$42.4M	250,137	+4,912	ADD
359	PRIMECAP MANAGEMENT CO/CA/	$42.4M	249,726	−15,904	TRIM
360	Argent Trust Co	$41.6M	245,275	+1,185	ADD
361	Atlantic Union Bankshares Corp	$41.6M	245,225	+5,126	ADD
362	PINNACLE ASSOCIATES LTD	$41.2M	242,576	−739	TRIM
363	FIRST CITIZENS BANK & TRUST CO	$41.1M	242,411	−2,861	TRIM
364	Atria Investments, Inc	$41.0M	241,578	−28,859	TRIM
365	Brookstone Capital Management	$40.6M	239,023	−3,328	TRIM
366	HARTFORD INVESTMENT MANAGEMENT CO	$40.4M	238,208	−5,334	TRIM
367	Clear Trail Advisors, LLC	$40.1M	236,612	−2,114	TRIM
368	HUB Investment Partners, LLC	$40.0M	235,495	+43,195	ADD
369	SCOTIA CAPITAL INC.	$39.9M	234,988	−3,493	TRIM
370	Avidian Wealth Enterprises, LLC	$39.9M	234,886	+31,992	ADD
371	HOWE & RUSLING INC	$39.8M	234,690	+2,525	ADD
372	STOCK YARDS BANK & TRUST CO	$39.7M	234,131	−9,224	TRIM
373	LUTS & GREENLEIGH GROUP, INC.	$39.6M	233,646	−12,036	TRIM
374	Merewether Investment Management, LP	$39.6M	233,262	−468,231	TRIM
375	Capital Investment Advisors, LLC	$39.5M	232,739	+1,251	ADD
376	CITIZENS FINANCIAL GROUP INC/RI	$39.4M	232,073	−5,197	TRIM
377	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$39.2M	231,094	+624	ADD
378	AIA Group Ltd	$39.2M	230,838	+120,398	ADD
379	Jefferies Financial Group Inc.	$39.0M	229,899	+91,505	ADD
380	Willis Investment Counsel	$39.0M	229,781	+358	ADD
381	OPPENHEIMER ASSET MANAGEMENT INC.	$38.8M	228,702	−11,681	TRIM
382	AustralianSuper Pty Ltd	$38.7M	228,154	0	NO CHANGE
383	CULLINAN ASSOCIATES INC	$38.3M	225,933	−25,671	TRIM
384	Envestnet Portfolio Solutions, Inc.	$37.8M	222,997	−46,146	TRIM
385	AGF MANAGEMENT LTD	$37.5M	221,012	−85,381	TRIM
386	Baker Avenue Asset Management, LP	$37.5M	220,818	+23,306	ADD
387	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$37.3M	219,980	+41,434	ADD
388	ARS Wealth Advisors Group, LLC	$37.2M	219,242	−479	TRIM
389	Lloyd Harbor Capital Management, LLC	$36.8M	217,000	+217,000	NEW
390	Union Bancaire Privee, UBP SA	$36.5M	226,428	+99,678	ADD
391	FIRST NATIONAL BANK OF OMAHA	$36.1M	211,592	−13,013	TRIM
392	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$36.1M	212,597	+212,597	NEW
393	Maryland State Retirement & Pension System	$36.1M	212,591	+999	ADD
394	Madison Asset Management, LLC	$36.0M	212,258	−10,712	TRIM
395	CHILDRESS CAPITAL ADVISORS, LLC	$35.9M	211,859	+1,346	ADD
396	Azimuth Capital Investment Management LLC	$35.8M	211,183	−7,582	TRIM
397	Busey Bank	$35.7M	210,367	−1,629	TRIM
398	OpenArc Corporate Advisory, LLC	$35.4M	208,717	+20,417	ADD
399	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$35.4M	208,698	+5,464	ADD
400	Norinchukin Bank, The	$35.0M	206,441	+1,930	ADD
401	BAR HARBOR WEALTH MANAGEMENT	$35.0M	206,087	−12,895	TRIM
402	JOHNSON INVESTMENT COUNSEL INC	$34.8M	205,402	−9,517	TRIM
403	TOKIO MARINE ASSET MANAGEMENT CO LTD	$34.8M	205,331	+4,009	ADD
404	Solus Alternative Asset Management LP	$34.8M	205,310	−100,000	TRIM
405	CANANDAIGUA NATIONAL CORP	$34.8M	205,059	—	NO PRIOR
406	FIRST NATIONAL TRUST CO	$34.7M	204,729	+9,467	ADD
407	Segment Wealth Management, LLC	$34.7M	204,237	−1,528	TRIM
408	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$34.6M	203,988	+203,988	NEW
409	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$34.1M	201,162	−14,430	TRIM
410	B. Metzler seel. Sohn & Co. AG	$34.0M	200,608	+7,453	ADD
411	Diversified Investment Strategies, LLC	$34.0M	200,154	−15,164	TRIM
412	FOUNDATIONS INVESTMENT ADVISORS, LLC	$33.5M	197,174	+13,375	ADD
413	MATHER GROUP, LLC.	$33.1M	194,973	+103,808	ADD
414	GARDNER RUSSO & QUINN LLC	$32.9M	193,950	+917	ADD
415	LOWE BROCKENBROUGH & CO INC	$32.8M	193,040	−9,104	TRIM
416	Apollon Wealth Management, LLC	$32.5M	191,458	−803	TRIM
417	MANNING & NAPIER ADVISORS LLC	$32.3M	188,653	−16,096	TRIM
418	Smith Group Asset Management, LLC	$32.1M	188,977	+11,951	ADD
419	Moors & Cabot, Inc.	$32.0M	188,561	−6,977	TRIM
420	Sagefield Capital LP	$31.8M	187,545	−120,725	TRIM
421	Confluence Wealth Services, Inc.	$31.3M	184,378	+80,301	ADD
422	NS Partners Ltd	$31.0M	182,886	+182,886	NEW
423	CHOREO, LLC	$31.0M	182,802	+3,271	ADD
424	Tamar Securities, LLC	$31.0M	182,458	+12,730	ADD
425	Longbow Finance SA	$30.9M	182,325	+3,796	ADD
426	Geneos Wealth Management Inc.	$30.7M	181,116	−7,627	TRIM
427	PARK NATIONAL CORP /OH/	$30.7M	180,750	−3,244	TRIM
428	BTC Capital Management, Inc.	$30.5M	179,431	−35,721	TRIM
429	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$30.4M	179,187	+163,348	ADD
430	Richard C. Young & CO., LTD.	$30.2M	177,934	−2,111	TRIM
431	COLDSTREAM CAPITAL MANAGEMENT INC	$30.1M	177,299	+4,184	ADD
432	Freestone Capital Holdings, LLC	$29.9M	176,495	−6,506	TRIM
433	Kingsview Wealth Management, LLC	$29.9M	176,048	+9,053	ADD
434	Summit Financial, LLC	$29.8M	175,877	+6,596	ADD
435	ProVise Management Group, LLC	$29.7M	175,312	−177	TRIM
436	PARTHENON LLC	$29.7M	174,820	−1,021	TRIM
437	Essex Bank	$29.6M	174,384	−2,274	TRIM
438	Meiji Yasuda Asset Management Co Ltd.	$29.4M	173,484	−13,725	TRIM
439	FOURPATH CAPITAL MANAGEMENT, LLC	$29.2M	172,043	−5,281	TRIM
440	MUFG Securities EMEA plc	$29.1M	171,325	−415,460	TRIM
441	FIRST MANHATTAN CO. LLC.	$29.1M	171,263	−6,836	TRIM
442	New Age Alpha Advisors, LLC	$29.0M	171,142	+19,269	ADD
443	Van Cleef Asset Management,Inc	$29.0M	170,833	−2,664	TRIM
444	National Mutual Insurance Federation of Agricultural Cooperatives	$28.3M	166,700	0	NO CHANGE
445	Equitable Holdings, Inc.	$28.3M	213,465	+73,285	ADD
446	Community Financial Services Group, LLC	$28.2M	175,684	+3,011	ADD
447	NORTHEAST INVESTMENT MANAGEMENT	$28.0M	165,190	−4,812	TRIM
448	Tyche Wealth Partners LLC	$27.8M	163,944	−867	TRIM
449	Goelzer Investment Management, Inc.	$27.8M	163,626	+2,771	ADD
450	Van Hulzen Asset Management, LLC	$27.5M	162,161	+19,817	ADD
451	CALIFORNIA FIRST LEASING CORP	$27.3M	160,800	0	NO CHANGE
452	Cannell & Spears LLC	$27.2M	160,267	−13,368	TRIM
453	BRIGHTON JONES LLC	$27.2M	160,235	+21,183	ADD
454	TOMPKINS FINANCIAL CORP	$27.2M	160,216	−3,009	TRIM
455	MGO ONE SEVEN LLC	$26.9M	158,408	+1,679	ADD
456	Bleakley Financial Group, LLC	$26.8M	158,171	+240	ADD
457	Saudi Central Bank	$26.4M	155,660	+153,897	ADD
458	Snowden Capital Advisors LLC	$26.2M	154,332	+1,727	ADD
459	HOWLAND CAPITAL MANAGEMENT LLC	$26.0M	153,127	−1,154	TRIM
460	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$26.0M	152,652	−219	TRIM
461	Cyndeo Wealth Partners, LLC	$25.8M	151,849	+72,594	ADD
462	Empirical Finance, LLC	$25.7M	151,381	−392	TRIM
463	GW HENSSLER & ASSOCIATES LTD	$25.6M	150,662	−3,101	TRIM
464	Coastal Bridge Advisors, LLC	$25.3M	149,385	+87,385	ADD
465	Bath Savings Trust Co	$25.2M	148,318	−1,358	TRIM
466	One Capital Management, LLC	$25.1M	147,850	+969	ADD
467	Focus Partners Advisor Solutions, LLC	$25.1M	147,724	−15,521	TRIM
468	MONETA GROUP INVESTMENT ADVISORS LLC	$25.0M	147,586	−19,196	TRIM
469	Radnor Capital Management, LLC	$25.0M	147,431	−1,556	TRIM
470	Financiere des Professionnels - Fonds d'investissement inc.	$24.9M	147,058	+62,506	ADD
471	WHITTIER TRUST CO	$24.9M	152,645	−691	TRIM
472	Stillwater Capital Advisors, LLC	$24.9M	146,645	−1,833	TRIM
473	Summit Trail Advisors, LLC	$24.6M	144,765	+23,498	ADD
474	FUKOKU MUTUAL LIFE INSURANCE CO	$24.5M	144,560	0	NO CHANGE
475	KANAWHA CAPITAL MANAGEMENT LLC	$24.5M	144,279	−115	TRIM
476	EAGLE GLOBAL ADVISORS LLC	$24.4M	144,006	−4,149	TRIM
477	Apriem Advisors	$24.3M	143,319	+8,543	ADD
478	PFG Investments, LLC	$24.2M	142,832	−1,063	TRIM
479	LGT Fund Management Co Ltd.	$24.1M	141,901	+82,373	ADD
480	PATTEN & PATTEN INC/TN	$24.1M	141,871	+3,930	ADD
481	Naviter Wealth, LLC	$24.1M	141,820	−278	TRIM
482	Gerald Baker Financial Group LLC	$24.0M	141,386	—	NO PRIOR
483	Laird Norton Wetherby Trust Company, LLC	$23.7M	139,738	−13,907	TRIM
484	Gradient Investments LLC	$23.7M	139,729	−3,883	TRIM
485	Guinness Asset Management LTD	$23.7M	139,724	+38,851	ADD
486	Perigon Wealth Management, LLC	$23.7M	139,474	+928	ADD
487	Haverford Trust Co	$23.6M	139,009	+9,272	ADD
488	Edge Wealth Management LLC	$23.5M	138,533	−1,032	TRIM
489	Biondo Investment Advisors, LLC	$23.4M	137,891	−1,835	TRIM
490	Essex Financial Services, Inc.	$23.4M	137,784	+252	ADD
491	SAPIENT CAPITAL LLC	$23.3M	137,612	−18,892	TRIM
492	Marble Harbor Investment Counsel, LLC	$23.3M	137,406	−1,267	TRIM
493	EVERETT HARRIS & CO /CA/	$23.2M	136,796	−2,892	TRIM
494	FORA Capital, LLC	$23.2M	136,604	+101,117	ADD
495	EDMOND DE ROTHSCHILD HOLDING S.A.	$23.1M	136,204	−8,816	TRIM
496	ENZI WEALTH	$23.1M	136,052	−727	TRIM
497	INTECH INVESTMENT MANAGEMENT LLC	$23.1M	135,926	−73,716	TRIM
498	Ashton Thomas Private Wealth, LLC	$23.0M	135,616	−18,508	TRIM
499	VAN DEN BERG MANAGEMENT I, INC	$22.9M	134,915	−6,102	TRIM
500	Chesley Taft & Associates LLC	$22.8M	134,642	−979	TRIM

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

Congress ↔ notable managers · XOM

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 3 Alan Armstrong R–OK, James A. Himes D–CT-4, Kevin Hern R–OK-1 $116K–$315K

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Markel Group $59.1M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · EXXON MOBIL CORP

Merged timeline of congressional filings and notable-manager moves on XOM
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$100K–$250K
2026-08-14	Michael Guest Congress	EXCHANGE	$1K–$15K
2026-08-14	Michael Guest Congress	EXCHANGE	$1K–$15K
2026-07-21	Alan Armstrong Congress	SELL	$1K–$15K
2026-07-20	James A. Himes Congress	SELL	$15K–$50K
2026-07-16	Kevin Hern Congress	EXCHANGE	$100K–$250K
2026-07-16	Kevin Hern Congress	EXCHANGE	$100K–$250K
2026-05-15	Gotham Asset Management 13F	ADD	+46,502 sh
2026-05-01	Markel Group 13F	ADD	+9,000 sh

9 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

78 members of Congress disclosed XOM — 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).