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 ↗

ANALOG DEVICES INC · common stock · Q1 2026 · 24 members disclosed ADI ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,749 holders are listed, largest first: 1,749
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $122B
holders whose share count rose or who opened the position (new + add), by shares: 857
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 106

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of ADI ranked by reported value, 1–25 of 1,749 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$13.7B	43,112,917	−142,652	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$10.1B	31,739,071	—	NO PRIOR
3	STATE STREET CORP	$7.3B	23,058,669	−428,915	TRIM
4	JPMORGAN CHASE & CO	$6.3B	20,732,781	−1,735,896	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.6B	14,342,250	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$3.9B	12,170,756	+229,621	ADD
7	BANK OF AMERICA CORP /DE/	$3.3B	10,216,699	+501,604	ADD
8	WELLS FARGO & COMPANY/MN	$2.7B	8,372,264	−165,677	TRIM
9	MORGAN STANLEY	$2.6B	8,259,494	−2,191,130	TRIM
10	FMR LLC	$2.1B	6,730,687	+1,801,734	ADD
11	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.1B	6,658,024	+1,946,255	ADD
12	Invesco Ltd.	$2.1B	6,566,446	+207,882	ADD
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.0B	6,216,638	−1,677,682	TRIM
14	AMERIPRISE FINANCIAL INC	$1.9B	5,878,234	+45,905	ADD
15	NORTHERN TRUST CORP	$1.7B	5,257,988	+38,034	ADD
16	Amundi	$1.6B	5,044,271	+254,632	ADD
17	RAYMOND JAMES FINANCIAL INC	$1.5B	4,865,859	+21,822	ADD
18	Legal & General Group Plc	$1.3B	3,986,176	+162,872	ADD
19	FRANKLIN RESOURCES INC	$1.3B	3,975,601	−247,946	TRIM
20	Swedbank AB	$1.1B	3,510,137	−253,210	TRIM
21	UBS Group AG	$1.1B	3,501,823	+172,640	ADD
22	Bank of New York Mellon Corp	$1.1B	3,352,916	−93,320	TRIM
23	AMERICAN CENTURY COMPANIES INC	$1.0B	3,167,395	−132,603	TRIM
24	PRIMECAP MANAGEMENT CO/CA/	$998M	3,136,089	−5,551	TRIM
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$947M	2,976,872	+44,502	ADD

Show the top 500 of 1,749 holders

13F holders of ADI ranked by reported value, 26–500 of 1,749 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	BARCLAYS PLC	$934M	2,935,203	−758,727	TRIM
27	VANGUARD FIDUCIARY TRUST CO	$875M	2,750,031	—	NO PRIOR
28	Neuberger Berman Group LLC	$826M	2,597,955	+209,010	ADD
29	DIMENSIONAL FUND ADVISORS LP	$741M	2,329,864	−38,101	TRIM
30	WELLINGTON MANAGEMENT GROUP LLP	$729M	2,291,130	−255,872	TRIM
31	ROYAL BANK OF CANADA	$723M	2,271,790	−234,338	TRIM
32	ALKEON CAPITAL MANAGEMENT LLC	$658M	2,067,083	+48,250	ADD
33	Nuveen, LLC	$635M	1,995,588	+139,563	ADD
34	CANTILLON CAPITAL MANAGEMENT LLC	$608M	1,911,491	−257,301	TRIM
35	DEUTSCHE BANK AG\	$568M	1,786,607	−179,593	TRIM
36	Sumitomo Mitsui Trust Group, Inc.	$551M	1,732,139	+51,565	ADD
37	First Pacific Advisors, LP	$548M	1,723,135	−151,732	TRIM
38	LAZARD ASSET MANAGEMENT LLC	$544M	1,708,858	+101,298	ADD
39	CITIGROUP INC	$533M	1,675,838	+289,878	ADD
40	ENVESTNET ASSET MANAGEMENT INC	$507M	1,593,194	+244,647	ADD
41	Swiss National Bank	$457M	1,437,075	+89,000	ADD
42	National Pension Service	$446M	1,403,108	+1,403,108	NEW
43	Robeco Institutional Asset Management B.V.	$422M	1,326,477	+24,071	ADD
44	TRUIST FINANCIAL CORP	$410M	1,290,000	+384,481	ADD
45	Pictet Asset Management Holding SA	$382M	1,202,164	−43,719	TRIM
46	ALLIANCEBERNSTEIN L.P.	$377M	1,389,841	+112,037	ADD
47	Mitsubishi UFJ Asset Management Co., Ltd.	$373M	1,173,463	+79,760	ADD
48	VOYA INVESTMENT MANAGEMENT LLC	$372M	1,168,144	+236,539	ADD
49	HSBC HOLDINGS PLC	$368M	1,158,219	−1,262,275	TRIM
50	Janus Henderson Group Ltd.	$366M	1,151,167	+23,896	ADD
51	CIBC Bancorp USA Inc.	$364M	1,143,620	—	NO PRIOR
52	Point72 Asset Management, L.P.	$361M	1,133,911	+965,811	ADD
53	CANADA PENSION PLAN INVESTMENT BOARD	$360M	1,131,214	+61,127	ADD
54	Rafferty Asset Management, LLC	$350M	1,099,206	−387,026	TRIM
55	Vanguard Global Advisers, LLC	$340M	1,069,778	—	NO PRIOR
56	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$336M	1,057,616	+90,908	ADD
57	MARKEL GROUP INC.	$326M	1,023,245	0	NO CHANGE
58	FIRST TRUST ADVISORS LP	$321M	1,008,833	+7,304	ADD
59	VICTORY CAPITAL MANAGEMENT INC	$318M	1,000,188	+545,960	ADD
60	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$317M	995,932	−962,400	TRIM
61	Alecta Tjanstepension Omsesidigt	$313M	984,000	−322,400	TRIM
62	CREDIT AGRICOLE S A	$308M	967,822	−264,677	TRIM
63	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$302M	949,794	+294,395	ADD
64	Ensign Peak Advisors, Inc	$298M	937,721	−50,973	TRIM
65	Winslow Capital Management, LLC	$288M	906,437	+333,803	ADD
66	Alyeska Investment Group, L.P.	$264M	830,787	+830,787	NEW
67	PineStone Asset Management Inc.	$262M	824,514	−60,562	TRIM
68	STIFEL FINANCIAL CORP	$257M	808,306	−46,098	TRIM
69	VANGUARD ASSET MANAGEMENT, Ltd	$251M	787,617	—	NO PRIOR
70	ProShare Advisors LLC	$247M	775,388	−189,325	TRIM
71	Aberdeen Group plc	$245M	769,235	−49,416	TRIM
72	AQR CAPITAL MANAGEMENT LLC	$236M	762,688	+242,465	ADD
73	CITADEL ADVISORS LLC	$232M	730,395	−86,439	TRIM
74	Holocene Advisors, LP	$221M	693,623	+693,623	NEW
75	TIMUCUAN ASSET MANAGEMENT INC/FL	$216M	679,859	−239,716	TRIM
76	LANSDOWNE PARTNERS (UK) LLP	$211M	664,063	+29,309	ADD
77	Qube Research & Technologies Ltd	$206M	648,574	+648,574	NEW
78	Artisan Partners Limited Partnership	$205M	644,781	+171,846	ADD
79	PRUDENTIAL FINANCIAL INC	$205M	643,855	−124,986	TRIM
80	SEI INVESTMENTS CO	$205M	643,745	−112,013	TRIM
81	FLOSSBACH VON STORCH SE	$201M	632,481	−175,413	TRIM
82	AVIVA PLC	$200M	627,877	−48,564	TRIM
83	PUBLIC SECTOR PENSION INVESTMENT BOARD	$199M	624,976	−141,704	TRIM
84	NATIONAL BANK OF CANADA /FI/	$198M	621,649	+3,590	ADD
85	BNP Paribas Asset Management Holding S.A.	$197M	620,021	+104,737	ADD
86	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$192M	604,333	−928,122	TRIM
87	Bank Julius Baer & Co. Ltd, Zurich	$192M	609,529	−10,884	TRIM
88	SCHRODER INVESTMENT MANAGEMENT GROUP	$192M	602,328	+23,822	ADD
89	Universal- Beteiligungs- und Servicegesellschaft mbH	$189M	596,587	−3,779	TRIM
90	Squarepoint Ops LLC	$186M	585,251	+509,110	ADD
91	LPL Financial LLC	$185M	580,563	+39,781	ADD
92	Fiera Capital Corp	$181M	568,658	−36,626	TRIM
93	TD ASSET MANAGEMENT INC	$180M	564,660	+209,050	ADD
94	PRINCIPAL FINANCIAL GROUP INC	$177M	557,221	+8,047	ADD
95	BROWN ADVISORY INC	$177M	555,192	−5,465	TRIM
96	NEW YORK STATE COMMON RETIREMENT FUND	$176M	551,982	−6,200	TRIM
97	CONFLUENCE INVESTMENT MANAGEMENT LLC	$172M	540,640	−45,239	TRIM
98	ROYAL LONDON ASSET MANAGEMENT LTD	$171M	538,182	−3,241	TRIM
99	1832 Asset Management L.P.	$163M	512,638	−273,246	TRIM
100	Mirae Asset Global Investments Co., Ltd.	$160M	501,671	−19,890	TRIM
101	Palestra Capital Management LLC	$156M	489,145	+489,145	NEW
102	FENIMORE ASSET MANAGEMENT INC	$151M	474,387	−20,159	TRIM
103	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$150M	472,500	+180,500	ADD
104	Mizuho Markets Cayman LP	$150M	472,294	−388	TRIM
105	OAKTOP CAPITAL MANAGEMENT II, L.P.	$148M	466,196	0	NO CHANGE
106	DAVENPORT & Co LLC	$146M	458,850	−78,605	TRIM
107	MILLENNIUM MANAGEMENT LLC	$142M	446,682	+387,930	ADD
108	Baird Financial Group, Inc.	$141M	443,864	+443,864	NEW
109	BANK OF MONTREAL /CAN/	$140M	439,111	+439,111	NEW
110	Focus Partners Wealth	$139M	435,406	−85,615	TRIM
111	Rockefeller Capital Management L.P.	$138M	434,326	+11,289	ADD
112	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$136M	428,650	−4,645	TRIM
113	US BANCORP \DE\	$135M	424,870	−19,942	TRIM
114	BAILLIE GIFFORD & CO	$135M	424,629	−143,836	TRIM
115	Capital International Investors	$135M	424,545	−452,791	TRIM
116	Zurcher Kantonalbank (Zurich Cantonalbank)	$135M	424,460	+424,460	NEW
117	MACKENZIE FINANCIAL CORP	$135M	424,260	+44,199	ADD
118	Boston Partners	$135M	424,218	−17,513	TRIM
119	Assenagon Asset Management S.A.	$134M	421,653	−261,485	TRIM
120	NORDEA INVESTMENT MANAGEMENT AB	$133M	432,632	+81,940	ADD
121	FLPUTNAM INVESTMENT MANAGEMENT CO	$132M	414,531	+356,063	ADD
122	M&T BANK CORP	$131M	412,354	−16,813	TRIM
123	JOHNSON INVESTMENT COUNSEL INC	$127M	398,191	−27,108	TRIM
124	Epoch Investment Partners, Inc.	$126M	397,570	−7,960	TRIM
125	BARTLETT & CO. WEALTH MANAGEMENT LLC	$126M	318,060	−10,389	TRIM
126	Robeco Schweiz AG	$125M	393,959	+88,662	ADD
127	Man Group plc	$124M	388,479	+28,060	ADD
128	Eurizon Capital SGR S.p.A.	$123M	387,042	−52,310	TRIM
129	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$120M	378,370	+8,058	ADD
130	Korea Investment CORP	$117M	369,152	−1,702	TRIM
131	NOMURA ASSET MANAGEMENT CO LTD	$116M	365,688	+19,562	ADD
132	DANSKE BANK A/S	$113M	355,076	+45,759	ADD
133	PANAGORA ASSET MANAGEMENT INC	$112M	350,840	+211,358	ADD
134	CENTRAL SECURITIES CORP	$111M	350,000	−10,000	TRIM
135	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$111M	348,846	+85,190	ADD
136	RIVERBRIDGE PARTNERS LLC	$110M	346,665	−27,701	TRIM
137	NEOS Investment Management LLC	$107M	337,486	+69,702	ADD
138	Madison Asset Management, LLC	$107M	337,410	−30,058	TRIM
139	UniSuper Management Pty Ltd	$107M	335,727	+42,524	ADD
140	Corient Private Wealth LLC	$105M	331,785	−619,843	TRIM
141	Cerity Partners LLC	$105M	328,689	+22,902	ADD
142	ADAGE CAPITAL PARTNERS GP, L.L.C.	$104M	327,737	−53,677	TRIM
143	Mariner, LLC	$102M	321,166	+169,344	ADD
144	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$99.9M	313,959	−48,108	TRIM
145	PFA Pension, Forsikringsaktieselskab	$95.7M	300,925	+300,925	NEW
146	BRADLEY FOSTER & SARGENT INC/CT	$93.4M	293,433	−50,620	TRIM
147	Cannell & Spears LLC	$93.3M	293,253	−54,060	TRIM
148	D1 Capital Partners L.P.	$93.0M	292,444	+292,444	NEW
149	Quantinno Capital Management LP	$92.6M	291,061	+50,870	ADD
150	Tidal Investments LLC	$92.5M	290,599	+34,736	ADD
151	Cartenna Capital, LP	$92.3M	290,000	+290,000	NEW
152	Castle Hook Partners LP	$91.0M	285,967	+282,736	ADD
153	Candriam S.C.A.	$90.7M	285,195	−25,707	TRIM
154	NISSAY ASSET MANAGEMENT CORP /JAPAN	$89.6M	281,511	+97,750	ADD
155	ING GROEP NV	$89.2M	280,398	+57,839	ADD
156	Mitsubishi UFJ Trust & Banking Corp	$88.1M	276,765	−23,291	TRIM
157	HighTower Advisors, LLC	$86.6M	272,324	−28,565	TRIM
158	SNYDER CAPITAL MANAGEMENT L P	$84.2M	264,583	−100,404	TRIM
159	STATE OF WISCONSIN INVESTMENT BOARD	$83.4M	262,226	+2,337	ADD
160	BAHL & GAYNOR INC	$83.4M	262,121	−3,292	TRIM
161	COMMONWEALTH EQUITY SERVICES, LLC	$80.5M	252,981	−5,804	TRIM
162	AGF MANAGEMENT LTD	$79.8M	250,829	−102,183	TRIM
163	BALYASNY ASSET MANAGEMENT L.P.	$79.5M	249,996	+45,225	ADD
164	GRANDFIELD & DODD, LLC	$79.0M	248,177	−1,457	TRIM
165	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$78.8M	247,703	−338,923	TRIM
166	KLP KAPITALFORVALTNING AS	$78.3M	246,221	+45,700	ADD
167	NewEdge Advisors, LLC	$78.1M	245,536	+245,536	NEW
168	ANCHOR CAPITAL ADVISORS LLC	$77.2M	242,652	−26,032	TRIM
169	Chevy Chase Trust Holdings, LLC	$77.2M	242,629	−8,665	TRIM
170	Annex Advisory Services, LLC	$76.5M	240,485	+108,484	ADD
171	Findlay Park Partners LLP	$76.0M	239,018	−27,600	TRIM
172	Vontobel Holding Ltd.	$75.6M	237,686	+220,398	ADD
173	APG Asset Management N.V.	$73.3M	265,332	+7,816	ADD
174	Vanguard Investments Australia, Ltd.	$72.7M	228,411	—	NO PRIOR
175	Zurich Insurance Group Ltd/FI	$72.6M	228,127	+228,127	NEW
176	CIBC Asset Management Inc	$72.3M	227,144	−1,833	TRIM
177	Manchester Global Management (UK) Ltd	$72.0M	226,343	+9,803	ADD
178	SEB Asset Management AB	$70.7M	222,223	—	NO PRIOR
179	MIZUHO MARKETS AMERICAS LLC	$70.2M	220,726	−94,274	TRIM
180	Asset Management One Co., Ltd.	$70.2M	220,647	+2,532	ADD
181	FIFTH THIRD BANCORP	$69.7M	219,211	+124,259	ADD
182	Swiss Life Asset Management Ltd	$68.5M	215,314	+31,965	ADD
183	Altshuler Shaham Ltd	$68.4M	214,990	−190,890	TRIM
184	Jefferies Financial Group Inc.	$68.2M	214,282	+210,287	ADD
185	FIL Ltd	$68.1M	214,192	−96,120	TRIM
186	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$67.1M	210,854	+7,442	ADD
187	CAUSEWAY CAPITAL MANAGEMENT LLC	$64.2M	201,819	−61,211	TRIM
188	&PARTNERS	$63.8M	200,642	−11,979	TRIM
189	Dundas Partners LLP	$63.2M	198,650	−3,226	TRIM
190	NISA INVESTMENT ADVISORS, LLC	$62.2M	195,665	+11,751	ADD
191	Sterling Capital Management LLC	$61.3M	192,816	−55,295	TRIM
192	BANK OF NOVA SCOTIA	$60.2M	189,138	−558,037	TRIM
193	GUGGENHEIM CAPITAL LLC	$59.4M	186,583	−29,069	TRIM
194	Allspring Global Investments Holdings, LLC	$58.3M	181,836	+4,240	ADD
195	TEACHER RETIREMENT SYSTEM OF TEXAS	$57.9M	182,090	+24,773	ADD
196	Wilkinson Global Asset Management LLC	$57.5M	180,598	−4,159	TRIM
197	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$57.2M	263,083	−12,228	TRIM
198	Ironvine Capital Partners, LLC	$56.1M	176,210	−7,734	TRIM
199	PARK NATIONAL CORP /OH/	$55.5M	174,367	−14,568	TRIM
200	Giverny Capital Inc.	$54.4M	171,052	−5,695	TRIM
201	Smith Group Asset Management, LLC	$54.3M	170,815	+12,889	ADD
202	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$54.2M	170,210	+170,210	NEW
203	EASTERN BANK	$53.9M	169,343	+8,764	ADD
204	MEITAV INVESTMENT HOUSE LTD	$53.5M	168,100	+168,100	NEW
205	State of New Jersey Common Pension Fund D	$53.2M	167,191	0	NO CHANGE
206	Lido Advisors, LLC	$53.0M	166,697	+2,420	ADD
207	Creative Planning	$53.0M	166,621	+15,482	ADD
208	Hemenway Trust Co LLC	$52.5M	164,880	−12,556	TRIM
209	Lansforsakringar Fondforvaltning AB (publ)	$50.5M	158,885	+1,344	ADD
210	NATIXIS	$50.4M	158,461	−12,748	TRIM
211	Allianz Asset Management GmbH	$50.1M	157,461	+14,208	ADD
212	TORONTO DOMINION BANK	$50.0M	157,124	−206,128	TRIM
213	Daiwa Securities Group Inc.	$49.9M	156,967	+12,101	ADD
214	Resona Asset Management Co.,Ltd.	$49.8M	158,012	+1,595	ADD
215	OSAIC HOLDINGS, INC.	$49.8M	156,364	−4,417	TRIM
216	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$49.7M	156,400	+79,327	ADD
217	ATALANTA SOSNOFF CAPITAL, LLC	$48.1M	151,058	+151,058	NEW
218	Defiance ETFs, LLC	$48.0M	151,027	+9,182	ADD
219	OSTERWEIS CAPITAL MANAGEMENT INC	$47.8M	150,259	−1,677	TRIM
220	Cresset Asset Management, LLC	$46.6M	146,629	−24,888	TRIM
221	Steward Partners Investment Advisory, LLC	$46.6M	146,395	+20,600	ADD
222	OFI INVEST ASSET MANAGEMENT	$46.2M	166,540	+117,586	ADD
223	AGAVE CAPITAL MANAGEMENT Ltd	$46.1M	150,000	+150,000	NEW
224	ASSETMARK, INC	$45.3M	142,270	−9,236	TRIM
225	Tredje AP-fonden	$44.9M	141,161	−139,595	TRIM
226	FEDERATED HERMES, INC.	$44.2M	138,884	+86,429	ADD
227	Cetera Investment Advisers	$43.9M	138,037	−6,258	TRIM
228	COMGEST GLOBAL INVESTORS S.A.S.	$43.8M	137,826	−304,382	TRIM
229	Arizona State Retirement System	$42.7M	134,157	−4,808	TRIM
230	Czech National Bank	$42.3M	133,076	+3,354	ADD
231	Polar Capital Holdings Plc	$41.6M	130,808	+28,577	ADD
232	BEACON INVESTMENT ADVISORY SERVICES, INC.	$40.9M	128,457	−8,115	TRIM
233	STATE OF MICHIGAN RETIREMENT SYSTEM	$40.6M	127,655	−1,100	TRIM
234	Vident Advisory, LLC	$39.9M	125,512	+9,945	ADD
235	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$39.8M	125,086	+48,000	ADD
236	D. E. Shaw & Co., Inc.	$39.4M	123,867	−467,915	TRIM
237	B. Metzler seel. Sohn & Co. AG	$39.0M	122,608	−12,531	TRIM
238	Destination Wealth Management	$38.6M	121,227	−2,822	TRIM
239	ABSHER WEALTH MANAGEMENT, LLC	$37.2M	116,855	−13,200	TRIM
240	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$36.9M	115,864	−76	TRIM
241	Capital Research Global Investors	$36.7M	115,400	−1,431	TRIM
242	Birch Hill Investment Advisors LLC	$36.5M	114,853	−1,120	TRIM
243	CONNING INC.	$36.5M	114,792	−7,008	TRIM
244	MetLife Investment Management, LLC	$36.3M	114,177	−3,826	TRIM
245	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$36.2M	113,822	−608	TRIM
246	GATEWAY INVESTMENT ADVISERS LLC	$35.6M	111,868	+1,817	ADD
247	DnB Asset Management AS	$35.3M	110,971	−13,421	TRIM
248	Smith Salley Wealth Management	$35.1M	110,472	+1,150	ADD
249	Banco Santander, S.A.	$34.9M	109,660	−15,864	TRIM
250	Gotham Asset Management, LLC	$34.5M	108,399	−9,537	TRIM
251	Aristotle Atlantic Partners, LLC	$34.4M	108,232	−17,253	TRIM
252	Covea Finance	$33.9M	106,680	−5,220	TRIM
253	NORTH STAR ASSET MANAGEMENT INC	$33.9M	106,566	−4,032	TRIM
254	WEITZ INVESTMENT MANAGEMENT, INC.	$33.8M	106,350	−26,450	TRIM
255	STOREBRAND ASSET MANAGEMENT AS	$33.4M	105,113	—	NO PRIOR
256	Benchstone Capital Management LP	$33.2M	104,474	+104,474	NEW
257	MAPLELANE CAPITAL, LLC	$33.1M	104,000	−130,003	TRIM
258	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	$33.1M	104,000	+97,000	ADD
259	IFM Investors Pty Ltd	$33.1M	103,903	+3,236	ADD
260	Retirement Systems of Alabama	$33.0M	103,763	−893	TRIM
261	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$32.9M	103,553	+23,665	ADD
262	Osmosis Investment Management UK Ltd	$32.8M	103,218	+103,218	NEW
263	XPONANCE LLC	$32.5M	102,235	+18,243	ADD
264	Groupe la Francaise	$32.5M	102,054	+64,947	ADD
265	Calamos Advisors LLC	$32.2M	101,188	−56,869	TRIM
266	CI INVESTMENTS INC.	$32.1M	100,894	+73,793	ADD
267	Curi Capital, LLC	$31.7M	99,558	−28,781	TRIM
268	ExodusPoint Capital Management, LP	$31.4M	98,612	+37,285	ADD
269	ZACKS INVESTMENT MANAGEMENT	$31.4M	98,602	+1,400	ADD
270	J. Safra Sarasin Holding AG	$31.2M	98,279	+62,747	ADD
271	Crossmark Global Holdings, Inc.	$30.8M	96,814	—	NO PRIOR
272	QRG CAPITAL MANAGEMENT, INC.	$30.7M	96,616	+20,299	ADD
273	JENNISON ASSOCIATES LLC	$30.3M	95,128	+90,962	ADD
274	Empowered Funds, LLC	$30.3M	95,124	+95,124	NEW
275	DUDLEY & SHANLEY, INC.	$30.3M	95,121	−29,900	TRIM
276	Talos Eurisko Asset Management LP	$29.8M	93,817	+26,217	ADD
277	Andra AP-fonden	$29.5M	92,666	+44,900	ADD
278	BENJAMIN EDWARDS INC	$28.6M	89,870	+83	ADD
279	USS Investment Management Ltd	$27.4M	86,274	+1,542	ADD
280	Walleye Capital LLC	$27.4M	86,012	+79,927	ADD
281	SIH Partners, LLLP	$27.2M	85,618	+85,618	NEW
282	DAVIDSON INVESTMENT ADVISORS	$27.2M	85,428	−4,179	TRIM
283	PICTON MAHONEY ASSET MANAGEMENT	$26.9M	84,552	+4,143	ADD
284	NorthCrest Asset Manangement, LLC	$26.6M	83,478	−28,179	TRIM
285	MML INVESTORS SERVICES, LLC	$26.4M	83,115	−9,689	TRIM
286	CONGRESS ASSET MANAGEMENT CO	$26.1M	82,159	−1,750	TRIM
287	Federation des caisses Desjardins du Quebec	$25.9M	81,331	−3,420	TRIM
288	Varenne Capital Partners	$25.9M	81,044	+6,264	ADD
289	Varma Mutual Pension Insurance Co	$25.8M	81,159	−10,000	TRIM
290	Utah Retirement Systems	$25.3M	79,468	−2,503	TRIM
291	EQUITABLE TRUST CO	$25.3M	79,462	−8,461	TRIM
292	Clearbridge Investments, LLC	$25.2M	79,240	−38,746	TRIM
293	ADAMS DIVERSIFIED EQUITY FUND, INC.	$25.1M	79,000	0	NO CHANGE
294	Wilmington Savings Fund Society, FSB	$24.9M	78,380	−14,453	TRIM
295	CASTLEARK MANAGEMENT LLC	$24.8M	77,908	+16,736	ADD
296	Prospera Financial Services Inc	$24.7M	77,539	+31,649	ADD
297	FIDUCIARY TRUST CO	$24.4M	76,665	+2,324	ADD
298	Phraction Management LLC	$24.4M	76,630	+499	ADD
299	Broderick Brian C	$24.1M	75,757	+778	ADD
300	McGuire Investment Group, LLC	$24.0M	75,365	−7,581	TRIM
301	JGP Wealth Management, LLC	$23.9M	75,057	−4,631	TRIM
302	Northwest & Ethical Investments L.P.	$23.8M	74,814	+1,689	ADD
303	Vanguard Personalized Indexing Management, LLC	$23.8M	74,768	+4,563	ADD
304	MERCER GLOBAL ADVISORS INC /ADV	$23.8M	74,673	−14,164	TRIM
305	RENAISSANCE TECHNOLOGIES LLC	$23.7M	74,395	−275,200	TRIM
306	Sumitomo Mitsui DS Asset Management Company, Ltd	$23.5M	73,883	+4,171	ADD
307	SP Asset Management LLC	$23.5M	73,849	−163	TRIM
308	OPPENHEIMER ASSET MANAGEMENT INC.	$23.2M	72,978	+72,978	NEW
309	DEPRINCE RACE & ZOLLO INC	$23.2M	72,837	−11,844	TRIM
310	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$23.2M	72,773	+1,410	ADD
311	Glenview Trust Co	$22.8M	71,668	−81,413	TRIM
312	OP Asset Management Ltd	$22.6M	71,145	—	NO PRIOR
313	Night Squared LP	$22.6M	70,887	+39,876	ADD
314	NZS Capital, LLC	$22.4M	70,275	+1,396	ADD
315	Telemark Asset Management, LLC	$22.3M	70,000	−15,000	TRIM
316	ProVise Management Group, LLC	$22.2M	69,877	−2,556	TRIM
317	PRUDENTIAL PLC	$21.8M	68,398	−23,654	TRIM
318	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$21.5M	67,486	−66,311	TRIM
319	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$21.1M	66,310	−16,297	TRIM
320	Pathstone Holdings, LLC	$21.0M	65,957	+1,994	ADD
321	Albar Capital Partners LLP	$20.9M	65,820	+35,823	ADD
322	Wealthfront Advisers LLC	$20.7M	65,200	+14,253	ADD
323	BALDWIN WEALTH PARTNERS LLC/MA	$20.5M	64,331	−3,239	TRIM
324	ThornTree Capital Partners LP	$20.3M	63,652	+63,652	NEW
325	Narwhal Capital Management	$20.2M	63,560	−2,214	TRIM
326	Engineers Gate Manager LP	$20.0M	63,002	+5,378	ADD
327	Connor, Clark & Lunn Investment Management Ltd.	$19.9M	62,446	+52,983	ADD
328	Railway Pension Investments Ltd	$19.8M	62,200	+62,200	NEW
329	Schonfeld Strategic Advisors LLC	$19.6M	61,545	+61,545	NEW
330	Dana Investment Advisors, Inc.	$19.5M	61,328	−47,177	TRIM
331	Atria Investments, Inc	$18.8M	59,045	−340	TRIM
332	PROFUND ADVISORS LLC	$18.7M	58,638	−13,427	TRIM
333	CIBC WORLD MARKET INC.	$18.6M	58,468	+8,523	ADD
334	NOMURA HOLDINGS INC	$18.6M	58,323	−97,966	TRIM
335	IEQ CAPITAL, LLC	$18.4M	57,828	+12,214	ADD
336	SHELTON CAPITAL MANAGEMENT	$18.3M	57,657	−1,865	TRIM
337	Hennion & Walsh Asset Management, Inc.	$18.1M	56,982	−945	TRIM
338	MACQUARIE GROUP LTD	$18.0M	56,654	−21,247	TRIM
339	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$17.8M	55,994	−300	TRIM
340	YOUSIF CAPITAL MANAGEMENT, LLC	$17.7M	55,526	−2,611	TRIM
341	COMMERCE BANK	$17.6M	55,219	+28,264	ADD
342	Bridgewater Associates, LP	$17.5M	55,073	+52,405	ADD
343	SOMERVILLE KURT F	$17.4M	54,825	−29,965	TRIM
344	BLAIR WILLIAM & CO/IL	$17.4M	54,790	+9,657	ADD
345	OMERS ADMINISTRATION Corp	$17.4M	54,631	+36,845	ADD
346	World Investment Advisors	$17.3M	54,222	−1,081	TRIM
347	Envestnet Portfolio Solutions, Inc.	$17.2M	53,910	−26,517	TRIM
348	ZEVIN ASSET MANAGEMENT LLC	$17.1M	53,711	−12,872	TRIM
349	TCTC Holdings, LLC	$17.1M	53,628	−839	TRIM
350	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$16.8M	52,718	−101	TRIM
351	Kingsview Wealth Management, LLC	$16.6M	52,089	+2,557	ADD
352	Ardmore Road Asset Management LP	$16.5M	52,000	+52,000	NEW
353	Mediolanum International Funds Ltd	$16.3M	53,939	+39,131	ADD
354	GHP Investment Advisors, Inc.	$16.3M	51,238	+784	ADD
355	Temasek Holdings (Private) Ltd	$16.3M	51,160	+15,828	ADD
356	FIRST CITIZENS BANK & TRUST CO	$16.1M	50,489	−1,017	TRIM
357	Dakota Wealth Management	$16.0M	50,351	+6,055	ADD
358	Waverly Advisors, LLC	$15.8M	49,736	−2,928	TRIM
359	Intesa Sanpaolo S.p.A.	$15.8M	50,087	−1,272	TRIM
360	JONES FINANCIAL COMPANIES LLLP	$15.8M	49,619	+6,737	ADD
361	GDS Wealth Management	$15.7M	49,504	+4,093	ADD
362	MGO ONE SEVEN LLC	$15.6M	49,069	+3,522	ADD
363	Vinva Investment Management Ltd	$15.5M	51,195	−6,873	TRIM
364	PUZO MICHAEL J	$15.4M	48,251	−3,086	TRIM
365	Paradiem, LLC	$15.2M	47,717	−6,104	TRIM
366	ARGENT CAPITAL MANAGEMENT LLC	$15.0M	47,184	−5,477	TRIM
367	TWO SIGMA INVESTMENTS, LP	$14.9M	46,841	+19,464	ADD
368	Norinchukin Bank, The	$14.8M	46,386	+1,475	ADD
369	MONTAG A & ASSOCIATES INC	$14.7M	46,329	+6,721	ADD
370	Kidder Stephen W	$14.4M	45,214	−3,030	TRIM
371	Aquatic Capital Management LLC	$14.2M	44,530	+44,530	NEW
372	Richard C. Young & CO., LTD.	$14.1M	44,248	+9,673	ADD
373	GW HENSSLER & ASSOCIATES LTD	$14.1M	44,201	−15,505	TRIM
374	ASR Vermogensbeheer N.V.	$14.0M	43,908	+705	ADD
375	CWM, LLC	$14.0M	43,877	+559	ADD
376	KESTRA PRIVATE WEALTH SERVICES, LLC	$13.8M	43,393	−92	TRIM
377	AE Wealth Management LLC	$13.6M	42,879	+2,503	ADD
378	BOOTHBAY FUND MANAGEMENT, LLC	$13.5M	42,565	+31,552	ADD
379	Elo Mutual Pension Insurance Co	$13.4M	41,970	+1,221	ADD
380	Goelzer Investment Management, Inc.	$13.3M	41,860	−214	TRIM
381	Sienna Gestion	$13.2M	43,362	0	NO CHANGE
382	Boston Common Asset Management, LLC	$13.2M	41,525	−98	TRIM
383	Pinnacle Financial Partners, Inc.	$13.1M	41,157	+3,402	ADD
384	Tower Research Capital LLC (TRC)	$13.1M	41,133	+5,303	ADD
385	Sava Infond d.o.o.	$13.0M	40,780	+6,955	ADD
386	SIRIOS CAPITAL MANAGEMENT L P	$12.9M	40,592	−5,183	TRIM
387	Avalon Trust Co	$12.9M	40,585	+1,689	ADD
388	ALLIANZ SE	$12.9M	40,484	0	NO CHANGE
389	Delaney Dennis R	$12.9M	40,394	+9,869	ADD
390	NIXON PEABODY TRUST CO	$12.8M	40,361	−250	TRIM
391	OPPENHEIMER & CO INC	$12.8M	40,277	+40,277	NEW
392	3G Capital Partners LP	$12.7M	40,000	+40,000	NEW
393	NAPLES GLOBAL ADVISORS, LLC	$12.6M	39,665	−186	TRIM
394	Kesler, Norman & Wride, LLC	$12.1M	37,888	+617	ADD
395	Cyndeo Wealth Partners, LLC	$11.9M	37,484	−1,122	TRIM
396	Investment Management Corp of Ontario	$11.9M	37,366	−5,943	TRIM
397	Y-Intercept (Hong Kong) Ltd	$11.8M	37,238	+35,963	ADD
398	L. Roy Papp & Associates, LLP	$11.7M	36,789	−1,820	TRIM
399	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$11.7M	36,710	−3,092	TRIM
400	Ethic Inc.	$11.5M	36,231	+926	ADD
401	Silverberg Bernstein Capital Management LLC	$11.3M	35,509	+567	ADD
402	Orion Porfolio Solutions, LLC	$11.3M	35,446	−3,347	TRIM
403	Slow Capital, Inc.	$11.1M	34,848	−1,080	TRIM
404	LBP AM SA	$10.9M	34,409	+18,398	ADD
405	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$10.8M	34,066	−1,403	TRIM
406	EDENTREE ASSET MANAGEMENT Ltd	$10.8M	34,000	−5,450	TRIM
407	JANE STREET GROUP, LLC	$10.6M	33,442	−30,151	TRIM
408	SCHMIDT P J INVESTMENT MANAGEMENT INC	$10.6M	33,348	−46	TRIM
409	EXCHANGE TRADED CONCEPTS, LLC	$10.5M	33,120	−27,447	TRIM
410	Fisher Funds Management LTD	$10.5M	32,967	0	NO CHANGE
411	GPM Growth Investors, Inc.	$10.4M	32,737	−335	TRIM
412	ODDO BHF ASSET MANAGEMENT SAS	$10.4M	32,549	+1,315	ADD
413	Merit Financial Group, LLC	$10.3M	32,411	+11,232	ADD
414	Danica Pension, Livsforsikringsaktieselskab	$10.2M	32,121	+32,121	NEW
415	Genus Capital Management Inc.	$10.0M	31,326	+12,001	ADD
416	Live Oak Private Wealth LLC	$10.0M	31,298	−367	TRIM
417	HARRELL INVESTMENT PARTNERS, LLC	$9.9M	31,063	−2,199	TRIM
418	Concurrent Investment Advisors, LLC	$9.8M	30,769	−2,720	TRIM
419	Bryn Mawr Trust Advisors, LLC	$9.8M	30,713	−8,304	TRIM
420	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$9.7M	30,464	−933	TRIM
421	FengHe Fund Management Pte. Ltd.	$9.5M	29,985	−28,215	TRIM
422	MEEDER ASSET MANAGEMENT INC	$9.4M	29,688	+29,360	ADD
423	Gibbs Wealth Management	$9.4M	29,627	+29,627	NEW
424	Woodline Partners LP	$9.4M	29,586	−5,854	TRIM
425	Saraza Management, LP	$9.4M	29,575	+29,575	NEW
426	MIZUHO SECURITIES USA LLC	$9.4M	29,540	−6,281	TRIM
427	E Fund Management Co., Ltd.	$9.3M	29,381	—	NO PRIOR
428	Metis Global Partners, LLC	$9.3M	29,126	−2,606	TRIM
429	Maytus Capital Management, LLC	$9.2M	28,770	+28,770	NEW
430	Third View Private Wealth, LLC	$9.1M	28,704	+126	ADD
431	Kestra Advisory Services, LLC	$9.1M	28,602	+457	ADD
432	OAK RIDGE INVESTMENTS LLC	$9.1M	28,576	+27,667	ADD
433	Weiss Asset Management LP	$9.1M	28,540	+28,540	NEW
434	Ameritas Investment Partners, Inc.	$9.0M	28,401	+228	ADD
435	Aptus Capital Advisors, LLC	$9.0M	28,316	−73,225	TRIM
436	GLOBALT Investments LLC / GA	$8.9M	27,986	−646	TRIM
437	HARTFORD INVESTMENT MANAGEMENT CO	$8.9M	27,851	−556	TRIM
438	LMR Partners LLP	$8.8M	27,659	+12,659	ADD
439	Independent Advisor Alliance	$8.7M	27,448	−69	TRIM
440	Baker Ellis Asset Management LLC	$8.7M	27,210	−14	TRIM
441	Elefante Mark B	$8.6M	27,108	+2,242	ADD
442	COLDSTREAM CAPITAL MANAGEMENT INC	$8.5M	26,615	−3,862	TRIM
443	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$8.4M	26,557	+26,557	NEW
444	MATTERN CAPITAL MANAGEMENT, LLC	$8.4M	26,524	−20,895	TRIM
445	ARS Investment Partners, LLC	$8.4M	26,254	+549	ADD
446	Brevan Howard Capital Management LP	$8.3M	26,145	+9,856	ADD
447	WELCH & FORBES LLC	$8.3M	26,057	−350	TRIM
448	AIA Group Ltd	$8.2M	25,890	−8,539	TRIM
449	Private Wealth Partners, LLC	$8.1M	25,552	−113	TRIM
450	Notis-McConarty Edward	$8.1M	25,442	−1,646	TRIM
451	Polar Asset Management Partners Inc.	$8.1M	25,365	+25,365	NEW
452	ELEVATION POINT WEALTH PARTNERS, LLC	$8.0M	25,224	+15,945	ADD
453	D.A. DAVIDSON & CO.	$8.0M	25,169	+421	ADD
454	Laird Norton Wetherby Trust Company, LLC	$7.9M	24,811	−2,695	TRIM
455	Maryland State Retirement & Pension System	$7.8M	24,570	−168	TRIM
456	Generali Asset Management SPA SGR	$7.8M	24,567	+3,326	ADD
457	Banque Cantonale Vaudoise	$7.8M	24,421	−11,038	TRIM
458	Hilton Capital Management, LLC	$7.6M	23,996	+417	ADD
459	Dai-ichi Life Insurance Company, Ltd	$7.6M	23,899	+2,747	ADD
460	Meiji Yasuda Asset Management Co Ltd.	$7.6M	23,822	−11,431	TRIM
461	Vest Financial, LLC	$7.5M	23,720	−1,124	TRIM
462	Global X Japan Co., Ltd.	$7.5M	23,593	−254	TRIM
463	KEYBANK NATIONAL ASSOCIATION/OH	$7.5M	23,557	−240	TRIM
464	Dempze Nancy E	$7.5M	23,551	+106	ADD
465	EVOKE WEALTH, LLC	$7.4M	23,360	−7,218	TRIM
466	Graham Capital Management, L.P.	$7.4M	23,313	+22,376	ADD
467	Composition Wealth, LLC	$7.4M	23,286	+3,408	ADD
468	BRADY FAMILY WEALTH, LLC	$7.4M	23,191	−148	TRIM
469	Stonebridge Financial Group, LLC	$7.4M	23,174	+84	ADD
470	Vestmark Advisory Solutions, Inc.	$7.4M	23,134	−3,672	TRIM
471	TOWER BRIDGE ADVISORS	$7.3M	22,994	+1,335	ADD
472	CHOREO, LLC	$7.3M	22,954	−1,752	TRIM
473	Private Advisor Group, LLC	$7.3M	22,952	+1,573	ADD
474	LOM Asset Management Ltd	$7.3M	22,940	−82	TRIM
475	Huntleigh Advisors, Inc.	$7.2M	22,664	+1,737	ADD
476	ASSOCIATED BANC-CORP	$7.2M	22,574	−450	TRIM
477	Tribune Investment Group LP	$7.2M	22,530	+22,530	NEW
478	Equitable Holdings, Inc.	$7.1M	22,836	+20,437	ADD
479	Leelyn Smith, LLC	$7.1M	22,346	−549	TRIM
480	SEGALL BRYANT & HAMILL, LLC	$7.1M	22,345	−2,856	TRIM
481	Plato Investment Management Ltd	$7.0M	22,027	+4,225	ADD
482	LMCG INVESTMENTS, LLC	$7.0M	22,028	+17,830	ADD
483	PDT Partners, LLC	$7.0M	22,000	0	NO CHANGE
484	SIMPLEX TRADING, LLC	$7.0M	21,951	+18,665	ADD
485	INTECH INVESTMENT MANAGEMENT LLC	$7.0M	21,865	+2,196	ADD
486	GLENMEDE TRUST CO NA	$6.9M	21,712	+747	ADD
487	Foster Victor Wealth Advisors, LLC	$6.9M	19,726	+19,726	NEW
488	Resonant Capital Advisors, LLC	$6.8M	21,378	+319	ADD
489	Granite Investment Partners, LLC	$6.8M	21,295	−527	TRIM
490	NFJ INVESTMENT GROUP, LLC	$6.8M	21,229	+21,229	NEW
491	ABN AMRO INVESTMENT SOLUTIONS	$6.7M	21,122	+1,890	ADD
492	Oak Thistle LLC	$6.7M	21,017	+21,017	NEW
493	TRITONPOINT WEALTH, LLC	$6.7M	21,008	−492	TRIM
494	Summit Trail Advisors, LLC	$6.6M	20,848	+8,613	ADD
495	MAI Capital Management	$6.6M	20,817	+1,363	ADD
496	Siemens Fonds Invest GmbH	$6.6M	20,764	−335	TRIM
497	WCG Wealth Advisors LLC	$6.5M	20,532	−3,785	TRIM
498	Axecap Investments, LLC	$6.5M	20,469	+20,469	NEW
499	Patriot Financial Group Insurance Agency, LLC	$6.5M	20,464	+10,648	ADD
500	NICHOLAS COMPANY, INC.	$6.5M	20,428	−2,835	TRIM

Truncated by Public Filings. Top 500 of 1,749 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · ADI

Congress · last 90 days

Buyers: 1 Rick Larsen D–WA-2 $1K–$15K
Sellers: 2 Richard McCormick R–GA-7, Sheldon Whitehouse D–RI $2K–$30K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 3 D1 Capital Partners, Bridgewater Associates, Caxton Associates $114M held
Trimming: 2 Gotham Asset Management, Soros Fund Management $34.5M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · ANALOG DEVICES INC

Merged timeline of congressional filings and notable-manager moves on ADI
Date	Who	Change	Size
2026-10-12	Rick Larsen Congress	BUY	$1K–$15K
2026-10-01	Sheldon Whitehouse Congress	SELL	$1K–$15K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-05-15	D1 Capital Partners 13F	NEW	+292,444 sh
2026-05-15	Bridgewater Associates 13F	ADD	+52,405 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−9,537 sh
2026-05-15	Soros Fund Management 13F	EXIT	−21,400 sh
2026-05-14	Caxton Associates 13F	ADD	+2,200 sh

8 newest, by filing date · 13F rows are quarter-end snapshots, not trades

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.