Who holds Aticker 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 ↗

AGILENT TECHNOLOGIES INC · COM · quarter ended 2026-03-31 · 12 members disclosed A ↗

860

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$25.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

400

addsholders whose share count rose or who opened the position (new + add), by shares

158

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

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

13F holders of A ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.0B	25,902,662	+33,738	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.1B	18,381,030	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.6B	14,352,682	—	no prior
4	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.5B	12,624,090	−1,523,511	trim
5	STATE STREET CORP	$1.5B	12,764,632	+82,840	add
6	GEODE CAPITAL MANAGEMENT, LLC	$854M	7,522,028	+96,167	add
7	WELLINGTON MANAGEMENT GROUP LLP	$827M	7,256,433	−333,709	trim
8	DEUTSCHE BANK AG\	$682M	5,984,118	+436,027	add
9	MORGAN STANLEY	$564M	4,949,129	−92,752	trim
10	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$436M	3,825,278	0	no change
11	NORTHERN TRUST CORP	$422M	3,700,025	−86,956	trim
12	Pictet Asset Management Holding SA	$399M	3,497,319	−1,167,562	trim
13	AQR CAPITAL MANAGEMENT LLC	$339M	2,991,479	+1,623,527	add
14	Bank of New York Mellon Corp	$318M	2,793,604	−64,216	trim
15	CANTILLON CAPITAL MANAGEMENT LLC	$313M	2,745,829	−369,809	trim
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$302M	2,646,458	+110,201	add
17	Troy Asset Management Ltd	$275M	2,413,232	+7,369	add
18	NORDEA INVESTMENT MANAGEMENT AB	$267M	2,363,299	+589,180	add
19	Invesco Ltd.	$264M	2,314,028	−276,687	trim
20	Qube Research & Technologies Ltd	$260M	2,280,319	+159,477	add
21	Legal & General Group Plc	$249M	2,182,320	+41,179	add
22	DIMENSIONAL FUND ADVISORS LP	$240M	2,108,764	+185,223	add
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$217M	1,904,308	+83,303	add
24	CITADEL ADVISORS LLC	$205M	1,801,714	+1,243,015	add
25	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$205M	1,795,764	−267,245	trim
26	D. E. Shaw & Co., Inc.	$193M	1,695,923	+1,412,521	add
27	BANK OF AMERICA CORP /DE/	$186M	1,634,555	+262,781	add
28	JUPITER ASSET MANAGEMENT LTD	$182M	1,623,406	+1,124,313	add
29	VANGUARD FIDUCIARY TRUST CO	$181M	1,591,906	—	no prior
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$164M	1,439,782	+520,399	add
31	Findlay Park Partners LLP	$155M	1,356,563	+551,800	add
32	PRIMECAP MANAGEMENT CO/CA/	$152M	1,334,006	−3,430	trim
33	Man Group plc	$152M	1,331,912	+544,527	add
34	Ilex Capital Partners (UK) LLP	$138M	1,206,449	+323,900	add
35	AMERIPRISE FINANCIAL INC	$137M	1,204,289	−990,681	trim
36	Candriam S.C.A.	$132M	1,157,090	+244,007	add
37	Robeco Schweiz AG	$127M	1,117,545	+68,487	add
38	HSBC HOLDINGS PLC	$124M	1,092,001	−415,337	trim
39	Amundi	$123M	1,075,584	+66,970	add
40	TD ASSET MANAGEMENT INC	$117M	1,023,428	−30,357	trim
41	ALLIANCEBERNSTEIN L.P.	$115M	846,457	−123,189	trim
42	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$108M	951,729	−240,446	trim
43	Squarepoint Ops LLC	$106M	926,259	+690,647	add
44	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$105M	919,209	+895,274	add
45	FMR LLC	$104M	916,806	−234,743	trim
46	FRANKLIN RESOURCES INC	$103M	907,425	−208,318	trim
47	WORLDQUANT MILLENNIUM ADVISORS LLC	$103M	900,067	+533,552	add
48	Nuveen, LLC	$98.7M	865,669	+79,100	add
49	LGT CAPITAL PARTNERS LTD.	$96.3M	844,864	+58,267	add
50	Swiss National Bank	$94.8M	832,000	+55,300	add
51	ROYAL BANK OF CANADA	$94.5M	828,773	−57,918	trim
52	BARCLAYS PLC	$91.0M	798,138	+17,377	add
53	FIRST TRUST ADVISORS LP	$89.6M	786,052	+90,095	add
54	UBS Group AG	$87.9M	771,583	−123,692	trim
55	SCHARF INVESTMENTS, LLC	$86.6M	759,802	+228,579	add
56	LAZARD ASSET MANAGEMENT LLC	$86.2M	756,599	−15,753	trim
57	M&G Plc	$82.2M	721,114	−99,786	trim
58	ENVESTNET ASSET MANAGEMENT INC	$79.0M	692,911	+37,662	add
59	MILLENNIUM MANAGEMENT LLC	$78.3M	686,546	−151,915	trim
60	TWO SIGMA INVESTMENTS, LP	$77.2M	677,347	+411,973	add
61	SUMMITRY LLC	$76.8M	673,954	+50,441	add
62	BALYASNY ASSET MANAGEMENT L.P.	$75.6M	662,943	−749,592	trim
63	Mitsubishi UFJ Asset Management Co., Ltd.	$74.4M	652,668	+53,087	add
64	Vanguard Global Advisers, LLC	$70.5M	618,952	—	no prior
65	RAYMOND JAMES FINANCIAL INC	$70.2M	616,428	+164,838	add
66	Sumitomo Mitsui Trust Group, Inc.	$70.2M	615,510	−21,198	trim
67	Champlain Investment Partners, LLC	$69.5M	610,046	−198,245	trim
68	Madison Asset Management, LLC	$69.3M	607,831	−1,587	trim
69	BNP Paribas Asset Management Holding S.A.	$69.3M	607,691	+126,891	add
70	PARNASSUS INVESTMENTS, LLC	$66.9M	586,689	+5,750	add
71	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$66.7M	584,798	+862	add
72	Universal- Beteiligungs- und Servicegesellschaft mbH	$66.3M	580,860	+3,786	add
73	FENIMORE ASSET MANAGEMENT INC	$63.6M	558,370	−36,602	trim
74	NATIONAL BANK OF CANADA /FI/	$61.2M	536,758	+284,108	add
75	Quantinno Capital Management LP	$60.1M	527,679	+145,440	add
76	Harvest Portfolios Group Inc.	$57.4M	504,019	+96,203	add
77	VANGUARD ASSET MANAGEMENT, Ltd	$56.0M	491,065	—	no prior
78	Freestone Grove Partners LP	$54.1M	474,435	+474,435	new
79	WELLS FARGO & COMPANY/MN	$53.2M	466,670	+44,022	add
80	EARNEST PARTNERS LLC	$52.3M	458,824	−15,727	trim
81	National Pension Service	$50.0M	438,771	+438,771	new
82	Susquehanna Portfolio Strategies, LLC	$41.1M	360,498	+360,498	new
83	Allianz Asset Management GmbH	$40.8M	358,177	−317,847	trim
84	PRINCIPAL FINANCIAL GROUP INC	$40.1M	351,715	+11,858	add
85	JENNISON ASSOCIATES LLC	$39.1M	342,707	−263,609	trim
86	CITIGROUP INC	$39.0M	342,286	+53,124	add
87	DAVENPORT & Co LLC	$37.8M	333,817	+85,651	add
88	Swedbank AB	$34.2M	300,313	−32,003	trim
89	RENAISSANCE TECHNOLOGIES LLC	$34.2M	300,300	+300,300	new
90	Northwest & Ethical Investments L.P.	$34.2M	299,913	−117,577	trim
91	Aberdeen Group plc	$33.9M	297,746	+6,292	add
92	CANADA PENSION PLAN INVESTMENT BOARD	$33.3M	292,383	−36,129	trim
93	Tidal Investments LLC	$29.3M	257,057	+106,982	add
94	DANSKE BANK A/S	$28.4M	248,991	−107,853	trim
95	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$27.6M	242,235	0	no change
96	AVIVA PLC	$27.6M	242,127	+4,147	add
97	ASSETMARK, INC	$26.4M	231,437	−2,838	trim
98	IEQ CAPITAL, LLC	$25.6M	224,722	+56,055	add
99	Allspring Global Investments Holdings, LLC	$25.6M	223,463	+28,286	add
100	BANK OF MONTREAL /CAN/	$25.3M	222,068	−71,320	trim
101	Corient Private Wealth LLC	$25.2M	221,631	−248,937	trim
102	VICTORY CAPITAL MANAGEMENT INC	$25.0M	219,261	−294	trim
103	Ceredex Value Advisors LLC	$24.3M	212,925	+62,625	add
104	Select Equity Group, L.P.	$23.9M	209,294	+209,294	new
105	PANAGORA ASSET MANAGEMENT INC	$23.3M	204,754	−175,740	trim
106	DKRT Investments Corp.	$22.8M	200,000	+130,000	add
107	Fiera Capital Corp	$22.5M	197,620	+19,686	add
108	Foresight Group Ltd Liability Partnership	$22.3M	195,213	−575	trim
109	Epoch Investment Partners, Inc.	$22.1M	194,113	−17,134	trim
110	PRUDENTIAL FINANCIAL INC	$21.3M	187,240	+45,195	add
111	Meridiem Capital Partners LP	$21.1M	184,897	−37,319	trim
112	Korea Investment CORP	$20.5M	180,272	+67,329	add
113	AMERICAN CENTURY COMPANIES INC	$20.4M	179,061	−5,564	trim
114	GODSEY & GIBB, INC	$19.8M	174,068	+5,089	add
115	HighTower Advisors, LLC	$19.5M	171,118	+4,476	add
116	NEW YORK STATE COMMON RETIREMENT FUND	$19.0M	166,460	0	no change
117	Calamos Advisors LLC	$18.6M	163,570	0	no change
118	Gotham Asset Management, LLC	$18.4M	161,396	+3,415	add
119	Polar Capital Holdings Plc	$18.4M	161,236	+161,236	new
120	TUDOR INVESTMENT CORP ET AL	$18.2M	159,699	−130,050	trim
121	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$18.2M	159,361	+159,361	new
122	J. Safra Sarasin Holding AG	$18.1M	158,835	−21,484	trim
123	Cerity Partners LLC	$17.6M	154,346	+61,763	add
124	CREDIT AGRICOLE S A	$17.5M	153,366	−12,070	trim
125	STATE OF WISCONSIN INVESTMENT BOARD	$17.3M	151,816	+3,030	add
126	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$17.1M	150,000	0	no change
127	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$17.0M	149,370	−13,025	trim
128	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$16.4M	143,533	−337	trim
129	Mitsubishi UFJ Trust & Banking Corp	$16.3M	143,114	−5,241	trim
130	Vanguard Investments Australia, Ltd.	$16.1M	141,198	—	no prior
131	Chevy Chase Trust Holdings, LLC	$16.0M	140,748	−4,406	trim
132	Jefferies Financial Group Inc.	$15.8M	138,826	+18,042	add
133	Eurizon Capital SGR S.p.A.	$15.8M	138,997	−5,226	trim
134	Focus Partners Wealth	$15.8M	138,238	+12,252	add
135	ROYAL LONDON ASSET MANAGEMENT LTD	$15.3M	134,051	−161	trim
136	Schonfeld Strategic Advisors LLC	$15.1M	132,823	−263,322	trim
137	NOESIS CAPITAL MANGEMENT CORP	$15.1M	132,538	+6,006	add
138	WINTON GROUP Ltd	$14.8M	129,526	+126,616	add
139	BANK OF NOVA SCOTIA	$14.7M	129,240	+53,965	add
140	Zurcher Kantonalbank (Zurich Cantonalbank)	$14.5M	126,787	+126,787	new
141	APG Asset Management N.V.	$14.3M	144,283	−18,425	trim
142	LPL Financial LLC	$14.2M	124,411	−26,092	trim
143	TORONTO DOMINION BANK	$14.1M	124,007	−27,872	trim
144	Ensign Peak Advisors, Inc	$14.1M	123,673	+11,850	add
145	Asset Management One Co., Ltd.	$14.0M	122,441	−4,814	trim
146	Creative Planning	$13.9M	121,999	+39,094	add
147	Quantbot Technologies LP	$13.7M	119,909	+85,274	add
148	Osmosis Investment Management UK Ltd	$13.3M	116,466	+41,170	add
149	Engineers Gate Manager LP	$13.1M	115,289	+6,176	add
150	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$12.7M	111,671	−78,750	trim
151	S.E.E.D. Planning Group LLC	$12.6M	110,672	+9,333	add
152	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$12.3M	108,174	+39,350	add
153	Blue Door Asset Management, LLC	$12.3M	107,900	+107,900	new
154	NISSAY ASSET MANAGEMENT CORP /JAPAN	$12.3M	107,642	+5,737	add
155	KLP KAPITALFORVALTNING AS	$12.1M	106,049	+1,600	add
156	FRONTIER CAPITAL MANAGEMENT CO LLC	$12.0M	105,568	−9,175	trim
157	Qsemble Capital Management, LP	$11.9M	104,535	+19,577	add
158	SEI INVESTMENTS CO	$11.8M	103,725	+594	add
159	Leeward Investments, LLC - MA	$11.6M	101,927	+11,173	add
160	Andra AP-fonden	$11.6M	101,500	−11,400	trim
161	VOYA INVESTMENT MANAGEMENT LLC	$11.3M	98,922	+16,214	add
162	NOMURA ASSET MANAGEMENT CO LTD	$11.0M	96,838	+672	add
163	State of New Jersey Common Pension Fund D	$10.9M	96,039	+149	add
164	STOREBRAND ASSET MANAGEMENT AS	$10.9M	95,831	—	no prior
165	LMCG INVESTMENTS, LLC	$10.7M	93,891	+6,697	add
166	Lansforsakringar Fondforvaltning AB (publ)	$10.4M	91,350	−1,034	trim
167	NISA INVESTMENT ADVISORS, LLC	$10.3M	90,000	−1,353	trim
168	Resona Asset Management Co.,Ltd.	$10.3M	90,440	+1,390	add
169	Mariner, LLC	$10.2M	89,380	+56,902	add
170	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.8M	90,045	+817	add
171	Daiwa Securities Group Inc.	$9.7M	85,001	+10,754	add
172	CWM, LLC	$9.5M	83,703	+13,756	add
173	Y-Intercept (Hong Kong) Ltd	$9.4M	82,523	−9,168	trim
174	CIBC Bancorp USA Inc.	$9.3M	81,854	—	no prior
175	MACKENZIE FINANCIAL CORP	$9.2M	80,960	−942,311	trim
176	Swiss Life Asset Management Ltd	$9.1M	80,107	+4,674	add
177	ExodusPoint Capital Management, LP	$9.1M	79,881	+68,866	add
178	Arizona State Retirement System	$8.8M	77,040	−756	trim
179	Czech National Bank	$8.8M	77,030	+2,275	add
180	Aquatic Capital Management LLC	$8.7M	76,279	−67,755	trim
181	ICICI Prudential Asset Management Co Ltd	$8.6M	75,728	0	no change
182	Cardinal Capital Management	$8.6M	75,310	+75,310	new
183	MERCER GLOBAL ADVISORS INC /ADV	$8.5M	74,734	+14,192	add
184	STATE OF MICHIGAN RETIREMENT SYSTEM	$8.4M	73,881	−300	trim
185	Bridgewater Associates, LP	$8.4M	73,689	+60,596	add
186	GATEWAY INVESTMENT ADVISERS LLC	$8.3M	72,412	+3,388	add
187	Capricorn Fund Managers Ltd	$8.2M	71,600	+71,600	new
188	TWINBEECH CAPITAL LP	$7.8M	68,803	−29,369	trim
189	CIBC Asset Management Inc	$7.7M	67,454	+910	add
190	FIRST MANHATTAN CO. LLC.	$7.7M	67,234	−3,821	trim
191	Varma Mutual Pension Insurance Co	$7.7M	67,371	0	no change
192	Tredje AP-fonden	$7.5M	66,152	+66,152	new
193	MetLife Investment Management, LLC	$7.5M	66,121	−1,862	trim
194	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.5M	65,886	−58	trim
195	SCHRODER INVESTMENT MANAGEMENT GROUP	$7.5M	65,540	−106,268	trim
196	Robeco Institutional Asset Management B.V.	$7.4M	64,503	−2,279	trim
197	FIFTH THIRD BANCORP	$7.3M	63,847	+41,446	add
198	Rockefeller Capital Management L.P.	$7.2M	62,968	−3,527	trim
199	KORNITZER CAPITAL MANAGEMENT INC /KS	$7.1M	62,696	+19,000	add
200	Advisors Capital Management, LLC	$7.0M	61,472	−414	trim
201	Lombard Odier Asset Management (Europe) Ltd	$6.9M	60,578	−2,534	trim
202	JANE STREET GROUP, LLC	$6.9M	60,577	−864,126	trim
203	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$6.9M	60,573	+49,366	add
204	DnB Asset Management AS	$6.9M	60,377	+2,286	add
205	Live Oak Private Wealth LLC	$6.9M	60,280	+6,722	add
206	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.9M	60,102	−92,330	trim
207	Retirement Systems of Alabama	$6.8M	60,063	−246	trim
208	Mirae Asset Global Investments Co., Ltd.	$6.8M	59,989	+6,567	add
209	Baird Financial Group, Inc.	$6.8M	59,402	+59,402	new
210	Azimuth Capital Investment Management LLC	$6.7M	59,028	+1,063	add
211	USS Investment Management Ltd	$6.5M	56,851	−57,028	trim
212	IFM Investors Pty Ltd	$6.4M	56,292	+3,681	add
213	SEB Asset Management AB	$6.3M	55,270	—	no prior
214	OPPENHEIMER ASSET MANAGEMENT INC.	$6.3M	55,030	+9,880	add
215	Weiss Asset Management LP	$6.2M	54,390	−114,535	trim
216	US BANCORP \DE\	$6.1M	53,749	−52	trim
217	OP Asset Management Ltd	$6.0M	52,325	—	no prior
218	STIFEL FINANCIAL CORP	$6.0M	52,271	−1,925	trim
219	XPONANCE LLC	$5.8M	51,134	+6,178	add
220	MML INVESTORS SERVICES, LLC	$5.8M	50,783	−9,120	trim
221	Verition Fund Management LLC	$5.8M	50,510	+19,378	add
222	Generali Asset Management SPA SGR	$5.7M	50,107	−4,142	trim
223	FLPUTNAM INVESTMENT MANAGEMENT CO	$5.6M	49,484	−476	trim
224	ASR Vermogensbeheer N.V.	$5.5M	48,622	+864	add
225	Aware Super Pty Ltd as trustee of Aware Super	$5.3M	46,897	—	no prior
226	Cetera Investment Advisers	$5.3M	46,278	−1,416	trim
227	Utah Retirement Systems	$5.3M	46,256	−909	trim
228	PRENTISS SMITH & CO INC	$5.3M	46,224	+31,019	add
229	QRG CAPITAL MANAGEMENT, INC.	$5.3M	46,073	−1,467	trim
230	Sitrin Capital Management LLC	$5.2M	45,813	−1,440	trim
231	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.2M	45,741	+8,714	add
232	NEOS Investment Management LLC	$5.2M	45,625	+1,346	add
233	Vontobel Holding Ltd.	$5.2M	45,352	+13,519	add
234	BROWN ADVISORY INC	$5.0M	43,839	−3,774	trim
235	ProShare Advisors LLC	$4.9M	43,342	−10,835	trim
236	Elo Mutual Pension Insurance Co	$4.9M	42,797	+654	add
237	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.8M	42,503	+770	add
238	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.8M	42,394	+1,358	add
239	Assenagon Asset Management S.A.	$4.8M	42,388	+8,886	add
240	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.8M	42,289	+1,144	add
241	Sequoia Financial Advisors, LLC	$4.8M	42,237	+667	add
242	Graham Capital Management, L.P.	$4.8M	42,055	+30,927	add
243	Rakuten Investment Management, Inc.	$4.7M	42,264	+4,748	add
244	Connor, Clark & Lunn Investment Management Ltd.	$4.7M	41,448	−132,428	trim
245	Vanguard Personalized Indexing Management, LLC	$4.7M	41,336	−599	trim
246	KENNEDY CAPITAL MANAGEMENT LLC	$4.7M	41,202	−4,039	trim
247	FIL Ltd	$4.7M	41,062	−17,916	trim
248	Stratos Wealth Partners, LTD.	$4.5M	39,256	+442	add
249	Groupe la Francaise	$4.5M	39,069	+5,217	add
250	INTECH INVESTMENT MANAGEMENT LLC	$4.4M	38,618	+33,725	add
251	LOUISBOURG INVESTMENTS INC.	$4.3M	46,369	+10,495	add
252	Sone Capital Management, LLC	$4.3M	37,789	−57,873	trim
253	COMMONWEALTH EQUITY SERVICES, LLC	$4.2M	37,153	−3,184	trim
254	BAMCO INC /NY/	$4.2M	36,589	−2,188	trim
255	MACQUARIE GROUP LTD	$4.1M	36,117	−20,690	trim
256	Empowered Funds, LLC	$4.1M	35,914	−6,611	trim
257	Brevan Howard Capital Management LP	$4.1M	35,679	+26,528	add
258	Janus Henderson Group Ltd.	$4.1M	35,623	−1,393	trim
259	Baker Avenue Asset Management, LP	$4.1M	35,574	+1,252	add
260	TRUIST FINANCIAL CORP	$4.0M	34,660	−3,162	trim
261	Bell Asset Management Ltd	$3.8M	33,711	+33,711	new
262	Modera Wealth Management, LLC	$3.8M	33,650	+753	add
263	NUANCE INVESTMENTS, LLC	$3.8M	32,921	+32,921	new
264	NATIXIS	$3.7M	32,477	−103,582	trim
265	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.7M	32,376	−37	trim
266	Bryn Mawr Trust Advisors, LLC	$3.7M	32,321	+26	add
267	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$3.6M	31,878	+1,332	add
268	Crossmark Global Holdings, Inc.	$3.6M	31,568	—	no prior
269	CIBC WORLD MARKET INC.	$3.6M	31,313	+1,886	add
270	Federation des caisses Desjardins du Quebec	$3.5M	30,961	+9,122	add
271	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.4M	30,029	−360	trim
272	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.4M	29,637	+566	add
273	Paradiem, LLC	$3.4M	29,515	+29,515	new
274	UniSuper Management Pty Ltd	$3.3M	29,115	+1,286	add
275	KEYBANK NATIONAL ASSOCIATION/OH	$3.3M	28,649	+496	add
276	2Xideas AG	$3.3M	28,625	+4,522	add
277	YOUSIF CAPITAL MANAGEMENT, LLC	$3.2M	27,992	−768	trim
278	Avanza Fonder AB	$3.2M	27,787	0	no change
279	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$3.1M	27,303	+27,303	new
280	Pathstone Holdings, LLC	$3.0M	26,552	+590	add
281	Kenora Financial, LLC	$3.0M	26,342	−253	trim
282	Watchman Group, Inc.	$2.9M	25,875	−619	trim
283	Edgestream Partners, L.P.	$2.9M	25,346	+23,007	add
284	Rhenman & Partners Asset Management AB	$2.8M	25,000	+5,000	add
285	Ancora Advisors LLC	$2.8M	24,770	+374	add
286	MISSION WEALTH MANAGEMENT, LP	$2.7M	24,049	−546	trim
287	Magnetar Financial LLC	$2.7M	24,144	−17,203	trim
288	NAPLES GLOBAL ADVISORS, LLC	$2.6M	23,055	+2,090	add
289	Machina Capital S.A.S.	$2.5M	22,295	+2,526	add
290	Lido Advisors, LLC	$2.5M	22,200	+1,975	add
291	OSAIC HOLDINGS, INC.	$2.5M	22,135	+3,079	add
292	XTX Topco Ltd	$2.5M	21,899	−56,357	trim
293	Rafferty Asset Management, LLC	$2.5M	21,858	−8,665	trim
294	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$2.5M	21,665	+10,013	add
295	COMMERCE BANK	$2.5M	21,641	+1,735	add
296	Morningstar Investment Management LLC	$2.4M	20,965	+4,475	add
297	M&T BANK CORP	$2.3M	20,538	−917	trim
298	Wealthfront Advisers LLC	$2.3M	20,248	−1,942	trim
299	Investment Management Corp of Ontario	$2.3M	20,238	−4,252	trim
300	ASHTON THOMAS SECURITIES, LLC	$2.3M	19,956	+19,956	new
301	Bank Julius Baer & Co. Ltd, Zurich	$2.2M	19,949	−5,339	trim
302	Knollwood Investment Advisory, LLC	$2.2M	19,373	0	no change
303	Phoenix Financial Ltd.	$2.2M	19,273	+14,478	add
304	REGIONS FINANCIAL CORP	$2.2M	18,977	−2,381	trim
305	Linscomb Wealth, Inc.	$2.2M	18,948	−4,349	trim
306	Prospera Financial Services Inc	$2.1M	18,675	−28	trim
307	Stone Summit Wealth LLC	$2.1M	18,288	−1,049	trim
308	Vident Advisory, LLC	$2.1M	18,259	+1,207	add
309	Summit Trail Advisors, LLC	$2.1M	18,256	+5,608	add
310	Jain Global LLC	$2.1M	18,214	+2,508	add
311	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.0M	18,039	+883	add
312	NewEdge Advisors, LLC	$2.0M	17,951	+17,951	new
313	BONNESS ENTERPRISES INC	$2.0M	17,900	0	no change
314	MASTERINVEST Kapitalanlage GmbH	$2.0M	17,662	+967	add
315	Old West Investment Management, LLC	$2.0M	17,385	+460	add
316	EDMOND DE ROTHSCHILD HOLDING S.A.	$1.9M	17,105	−8,712	trim
317	MIZUHO SECURITIES USA LLC	$1.9M	17,099	−3,544	trim
318	Bleakley Financial Group, LLC	$1.9M	16,543	+16,543	new
319	Norinchukin Bank, The	$1.9M	16,383	+24	add
320	Ethic Inc.	$1.9M	16,347	−4,504	trim
321	Callan Family Office, LLC	$1.9M	16,266	−2,030	trim
322	HARTFORD INVESTMENT MANAGEMENT CO	$1.8M	16,101	−336	trim
323	OMERS ADMINISTRATION Corp	$1.8M	16,074	+3,840	add
324	AXQ CAPITAL, LP	$1.8M	16,042	+1,239	add
325	Kintegral Advisory, LLC	$1.8M	15,922	−706	trim
326	Zurich Insurance Group Ltd/FI	$1.8M	15,700	0	no change
327	Mediolanum International Funds Ltd	$1.8M	15,900	−7,074	trim
328	&PARTNERS	$1.7M	15,354	−2,537	trim
329	AE Wealth Management LLC	$1.7M	15,005	+2,405	add
330	HB Wealth Management, LLC	$1.7M	15,004	+3,151	add
331	Orion Porfolio Solutions, LLC	$1.7M	14,826	−701	trim
332	PRUDENTIAL PLC	$1.7M	14,759	0	no change
333	Advisors Asset Management, Inc.	$1.7M	14,561	+633	add
334	AG2R LA MONDIALE GESTION D'ACTIFS	$1.7M	14,497	+1,400	add
335	Mengis Capital Management, Inc.	$1.7M	14,496	−1,450	trim
336	Maryland State Retirement & Pension System	$1.7M	14,489	0	no change
337	Envestnet Portfolio Solutions, Inc.	$1.6M	14,301	−2,056	trim
338	Carmel Capital Partners, LLC	$1.6M	14,139	−293	trim
339	Metis Global Partners, LLC	$1.6M	13,899	−1,243	trim
340	EXCHANGE TRADED CONCEPTS, LLC	$1.5M	13,594	+1,659	add
341	Allworth Financial LP	$1.5M	13,560	+5,034	add
342	JOHN G ULLMAN & ASSOCIATES INC	$1.5M	13,525	−1,650	trim
343	Laird Norton Wetherby Trust Company, LLC	$1.5M	13,189	−250	trim
344	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.5M	13,215	+752	add
345	Lombard Odier Asset Management (Switzerland) SA	$1.5M	13,028	−500	trim
346	BDF-GESTION	$1.5M	13,001	0	no change
347	Merit Financial Group, LLC	$1.5M	12,932	−645	trim
348	Sanctuary Advisors, LLC	$1.5M	12,926	+2,022	add
349	VCI Wealth Management LLC	$1.5M	12,915	+12,915	new
350	Atria Investments, Inc	$1.5M	12,886	+3,000	add
351	Pallas Capital Advisors LLC	$1.4M	12,551	−1,862	trim
352	Focus Partners Advisor Solutions, LLC	$1.4M	12,377	+2,170	add
353	BENJAMIN EDWARDS INC	$1.4M	12,056	−8	trim
354	QUADRANT CAPITAL GROUP LLC	$1.4M	11,951	+120	add
355	Brooklyn Investment Group	$1.4M	11,896	+6,314	add
356	LECAP ASSET MANAGEMENT LTD	$1.4M	11,854	+464	add
357	AIA Group Ltd	$1.3M	11,725	0	no change
358	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.3M	11,715	+4,015	add
359	MUFG Securities EMEA plc	$1.3M	11,622	0	no change
360	KING LUTHER CAPITAL MANAGEMENT CORP	$1.3M	11,613	−167	trim
361	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	11,599	+1,490	add
362	Polymer Capital Management (US) LLC	$1.3M	11,101	−361	trim
363	Walleye Trading LLC	$1.3M	11,098	−37,738	trim
364	Banque Cantonale Vaudoise	$1.3M	11,064	−3,381	trim
365	Norman Fields, Gottscho Capital Management, LLC	$1.3M	11,005	+300	add
366	SANDLER CAPITAL MANAGEMENT	$1.2M	10,893	−7,220	trim
367	BLAIR WILLIAM & CO/IL	$1.2M	10,861	−9,860	trim
368	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	10,679	−2,216	trim
369	OSSIAM	$1.2M	10,558	+1,441	add
370	Dai-ichi Life Insurance Company, Ltd	$1.2M	10,516	−595	trim
371	Saudi Central Bank	$1.2M	10,464	+10,464	new
372	EP Wealth Advisors, LLC	$1.2M	10,197	−519	trim
373	Chicago Partners Investment Group LLC	$1.2M	9,593	+4,904	add
374	VEGA INVESTMENT SOLUTIONS	$1.2M	10,138	−400	trim
375	Sierra Legacy Group	$1.2M	10,098	+218	add
376	Empirical Finance, LLC	$1.1M	10,040	−20	trim
377	Arjuna Capital	$1.1M	10,015	+121	add
378	FULLER & THALER ASSET MANAGEMENT, INC.	$1.1M	9,742	−7,742	trim
379	Sterling Capital Management LLC	$1.1M	9,625	−7,299	trim
380	SummitTX Capital, L.P.	$1.1M	9,525	−13,466	trim
381	Compagnie Lombard Odier SCmA	$1.1M	9,500	+1,000	add
382	OPPENHEIMER & CO INC	$1.1M	9,407	−410	trim
383	Towne Trust Company, N.A	$1.1M	9,315	−244	trim
384	PICTON MAHONEY ASSET MANAGEMENT	$1.1M	9,297	+6,559	add
385	Diversified Trust Co	$1.1M	9,234	−957	trim
386	Chesley Taft & Associates LLC	$1.0M	9,114	−404	trim
387	GLENMEDE TRUST CO NA	$1.0M	8,915	−2,887	trim
388	Caprock Group, LLC	$1.0M	8,857	−2,893	trim
389	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1.0M	8,846	0	no change
390	Kestra Advisory Services, LLC	$964K	8,458	−2,249	trim
391	BAHL & GAYNOR INC	$959K	8,418	0	no change
392	Encompass More Asset Management	$953K	8,365	+8,365	new
393	CHOREO, LLC	$943K	8,252	−694	trim
394	North Dakota State Investment Board	$939K	8,236	−1,537	trim
395	MAI Capital Management	$939K	8,236	+3,214	add
396	GREENLEAF TRUST	$917K	8,049	+558	add
397	INVESTMENT HOUSE LLC	$906K	7,945	0	no change
398	Texas Capital Bank Wealth Management Services Inc	$904K	7,927	−10	trim
399	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$899K	7,891	+7,891	new
400	ALBION FINANCIAL GROUP /UT	$892K	7,826	−2,380	trim
401	MUFG SECURITIES AMERICAS INC.	$892K	7,826	+188	add
402	American Assets Investment Management, LLC	$883K	6,000	−500	trim
403	Meeder Advisory Services, Inc.	$877K	7,691	+201	add
404	SECURIAN ASSET MANAGEMENT, INC	$867K	7,608	−100	trim
405	EVOLVE PRIVATE WEALTH, LLC	$863K	7,574	+523	add
406	Larson Financial Group LLC	$855K	7,497	+736	add
407	Tower Research Capital LLC (TRC)	$853K	7,481	−11,592	trim
408	Brown Shipley& Co Ltd	$838K	7,349	−2,520	trim
409	FULTON BANK, N.A.	$836K	7,334	−240	trim
410	Kelsey Financial, LLC	$834K	7,316	0	no change
411	Steward Partners Investment Advisory, LLC	$821K	7,202	+364	add
412	Vise Technologies, Inc.	$820K	6,030	0	no change
413	Apollon Wealth Management, LLC	$819K	7,184	+804	add
414	TEACHER RETIREMENT SYSTEM OF TEXAS	$813K	7,136	−31,043	trim
415	CAMELOT TECHNOLOGY ADVISORS, INC.	$813K	7,132	0	no change
416	UNIVEST FINANCIAL Corp	$804K	7,052	−2,171	trim
417	OneDigital Investment Advisors LLC	$780K	6,847	−810	trim
418	Krilogy Financial LLC	$775K	6,553	+202	add
419	MGO ONE SEVEN LLC	$770K	6,757	+834	add
420	Avidian Wealth Enterprises, LLC	$763K	6,695	+6,695	new
421	Plato Investment Management Ltd	$754K	6,614	0	no change
422	Private Advisor Group, LLC	$753K	6,605	−367	trim
423	Vinva Investment Management Ltd	$742K	6,627	0	no change
424	AMF Tjanstepension AB	$732K	6,424	0	no change
425	OpenArc Corporate Advisory, LLC	$725K	6,362	−186	trim
426	Bridgefront Capital, LLC	$719K	6,308	−17,703	trim
427	Marex Group Ltd	$716K	6,282	+6,282	new
428	PRINCIPAL SECURITIES, INC.	$708K	6,213	−395	trim
429	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$703K	6,164	+1,504	add
430	TRITONPOINT WEALTH, LLC	$702K	6,147	−501	trim
431	Dorsey & Whitney Trust CO LLC	$687K	6,024	+124	add
432	STEPHENS INC /AR/	$679K	5,960	+1,036	add
433	OFI INVEST ASSET MANAGEMENT	$678K	6,221	+2,721	add
434	Penobscot Investment Management Company, Inc.	$676K	5,935	−5,455	trim
435	JLB & ASSOCIATES INC	$673K	5,907	−22,074	trim
436	Mutual Advisors, LLC	$664K	5,830	−305	trim
437	Beacon Pointe Advisors, LLC	$652K	5,718	+1,133	add
438	WADDELL & ASSOCIATES, LLC	$651K	5,715	+5,715	new
439	BOOTHBAY FUND MANAGEMENT, LLC	$648K	5,686	−3,472	trim
440	SYM FINANCIAL Corp	$643K	5,637	−186	trim
441	Bull Harbor Capital LLC	$637K	5,592	—	no prior
442	World Investment Advisors	$636K	5,583	−230	trim
443	COLDSTREAM CAPITAL MANAGEMENT INC	$636K	5,582	+498	add
444	Union Bancaire Privee, UBP SA	$635K	5,760	+5,760	new
445	NorthCrest Asset Manangement, LLC	$629K	5,445	+363	add
446	PKO Investment Management Joint-Stock Co	$627K	5,500	+1,500	add
447	Lineweaver Wealth Advisors, LLC	$623K	5,465	+49	add
448	Snowden Capital Advisors LLC	$617K	5,405	+845	add
449	Siemens Fonds Invest GmbH	$611K	5,360	+99	add
450	nVerses Capital, LLC	$602K	5,284	+5,284	new
451	NLB Skladi, upravljanje premozenja, d.o.o.	$597K	5,237	−1,868	trim
452	HOHIMER WEALTH MANAGEMENT, LLC	$596K	5,231	+173	add
453	Wedmont Private Capital	$591K	5,052	+1,445	add
454	KCM INVESTMENT ADVISORS LLC	$589K	5,164	−108	trim
455	Coastline Trust Co	$588K	5,160	0	no change
456	BSW Wealth Partners	$584K	5,120	−500	trim
457	TD Waterhouse Canada Inc.	$572K	5,002	+4,464	add
458	RBF Capital, LLC	$570K	5,000	−5,000	trim
459	SUVRETTA CAPITAL MANAGEMENT, LLC	$569K	4,990	0	no change
460	GFS Advisors, LLC	$562K	20,000	+20,000	new
461	Quintet Private Bank (Europe) S.A.	$561K	4,919	−4,331	trim
462	GUGGENHEIM CAPITAL LLC	$551K	4,834	−568	trim
463	Frec Markets, Inc.	$546K	4,792	+2,387	add
464	Savant Capital, LLC	$541K	4,743	+1,140	add
465	FIDUCIARY TRUST CO	$536K	4,705	+7	add
466	SIGNATUREFD, LLC	$536K	4,701	−7	trim
467	Waverly Advisors, LLC	$535K	4,693	+936	add
468	NewEdge Wealth, LLC	$533K	4,674	−1,509	trim
469	Cresset Asset Management, LLC	$530K	4,642	+324	add
470	D.A. DAVIDSON & CO.	$529K	4,640	−703	trim
471	TEMA ETFS LLC	$527K	4,625	+21	add
472	CI INVESTMENTS INC.	$515K	4,515	−168	trim
473	UMB Bank, n.a.	$511K	4,487	−13	trim
474	Werba Rubin Papier Wealth Management	$505K	4,427	−211	trim
475	Ashton Thomas Private Wealth, LLC	$503K	4,411	−464	trim
476	Optiver Holding B.V.	$496K	4,356	+4,356	new
477	WESTPAC BANKING CORP	$496K	4,355	+1,254	add
478	Arax Advisory Partners	$494K	4,334	+2,197	add
479	EntryPoint Capital, LLC	$492K	4,319	+4,319	new
480	Composition Wealth, LLC	$489K	4,289	+68	add
481	CITIZENS FINANCIAL GROUP INC/RI	$489K	4,288	+2,024	add
482	KPP Advisory Services LLC	$488K	4,279	+124	add
483	Ballentine Partners, LLC	$482K	4,228	+1,237	add
484	ELEVATION WEALTH PARTNERS, LLC	$481K	4,221	+2	add
485	Smartleaf Asset Management LLC	$480K	4,286	−228	trim
486	VestGen Advisors, LLC	$477K	4,221	+4,221	new
487	Banco BTG Pactual S.A.	$474K	4,160	+4,160	new
488	MONTGOMERY INVESTMENT MANAGEMENT INC	$473K	4,149	0	no change
489	Bell Investment Advisors, Inc	$469K	4,119	−34	trim
490	Freestone Capital Holdings, LLC	$467K	4,093	−125	trim
491	Itau Unibanco Holding S.A.	$463K	413,373	+412,946	add
492	Compass Ion Advisors, LLC	$462K	4,050	+2,010	add
493	PEAK6 LLC	$459K	4,025	−13,527	trim
494	Alphadyne Asset Management LP	$453K	3,974	+3,974	new
495	SITTNER & NELSON, LLC	$446K	3,914	0	no change
496	Aaron Wealth Advisors LLC	$442K	3,882	−7,330	trim
497	Parcion Private Wealth LLC	$440K	3,860	+1,102	add
498	DAYMARK WEALTH PARTNERS, LLC	$436K	3,823	+2,189	add
499	EVOKE WEALTH, LLC	$431K	3,773	+1,558	add
500	E Fund Management Co., Ltd.	$426K	3,734	—	no prior

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · A

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

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 2 Julie Johnson D–TX-32, Tommy Tuberville R–AL $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $26.8M held
Trimming: 2 Tudor Investment Corp, Caxton Associates $18.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AGILENT TECHNOLOGIES INC

Merged timeline of congressional filings and notable-manager moves on A
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+3,415 sh
2026-05-15	Bridgewater Associates 13F	add	+60,596 sh
2026-05-15	Tudor Investment Corp 13F	trim	−130,050 sh
2026-05-14	Caxton Associates 13F	exit	−2,375 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed A — the congressional view ↗