Who holds APDticker 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 ↗

AIR PRODS & CHEMS INC · COM · quarter ended 2026-03-31 · 27 members disclosed APD ↗

1,387

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

$53.6B

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

690

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

122

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 APD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.2B	18,054,436	−45,511	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.2B	14,467,316	—	no prior
3	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$3.4B	11,840,799	0	no change
4	Capital Research Global Investors	$3.0B	10,410,510	−1,494,027	trim
5	STATE STREET CORP	$2.9B	10,110,495	+198,991	add
6	Capital International Investors	$2.9B	9,935,678	−2,856,902	trim
7	DODGE & COX	$2.7B	9,231,575	−5,035	trim
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.7B	5,711,079	—	no prior
9	GEODE CAPITAL MANAGEMENT, LLC	$1.4B	4,991,723	+41,547	add
10	BANK OF AMERICA CORP /DE/	$1.3B	4,443,531	+556,188	add
11	VIKING GLOBAL INVESTORS LP	$1.2B	4,104,095	−678,439	trim
12	FRANKLIN RESOURCES INC	$1.0B	3,486,951	−127,216	trim
13	RAYMOND JAMES FINANCIAL INC	$927M	3,190,740	+203,320	add
14	MORGAN STANLEY	$921M	3,169,177	+7,134	add
15	NORTHERN TRUST CORP	$891M	3,066,024	−1,387	trim
16	Aristotle Capital Management, LLC	$780M	2,683,883	+14,262	add
17	Clearbridge Investments, LLC	$759M	2,611,701	−82,958	trim
18	ROYAL BANK OF CANADA	$732M	2,521,469	+213,340	add
19	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$719M	583,754	−251,279	trim
20	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$637M	2,192,291	+62,396	add
21	UBS Group AG	$595M	2,048,697	−632,788	trim
22	Bank of New York Mellon Corp	$498M	1,712,837	+34,731	add
23	STIFEL FINANCIAL CORP	$478M	1,644,429	+69,090	add
24	DIMENSIONAL FUND ADVISORS LP	$468M	1,609,936	+42,137	add
25	WELLS FARGO & COMPANY/MN	$461M	1,587,535	−159,514	trim
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$405M	1,394,640	+48,764	add
27	FMR LLC	$391M	1,347,065	+58,750	add
28	LONDON CO OF VIRGINIA	$382M	1,316,549	−41,533	trim
29	VANGUARD FIDUCIARY TRUST CO	$364M	1,253,562	—	no prior
30	Sessa Capital IM, L.P.	$344M	1,185,672	0	no change
31	Holocene Advisors, LP	$323M	1,110,912	+1,110,912	new
32	Legal & General Group Plc	$320M	1,101,461	−20,147	trim
33	Invesco Ltd.	$317M	1,090,580	−124,723	trim
34	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$311M	1,071,215	+30,721	add
35	CITADEL ADVISORS LLC	$295M	1,016,233	−614,806	trim
36	ENVESTNET ASSET MANAGEMENT INC	$228M	784,700	+171,270	add
37	PRINCIPAL FINANCIAL GROUP INC	$225M	774,276	−848,033	trim
38	BALYASNY ASSET MANAGEMENT L.P.	$211M	725,084	+561,451	add
39	D. E. Shaw & Co., Inc.	$210M	721,913	+522,153	add
40	Nuveen, LLC	$204M	703,782	−141,111	trim
41	Amundi	$203M	699,562	+189,512	add
42	ProShare Advisors LLC	$193M	665,009	−5,365	trim
43	Swiss National Bank	$190M	653,280	+43,400	add
44	BARCLAYS PLC	$184M	632,011	+632,011	new
45	Point72 Asset Management, L.P.	$169M	580,568	+336,145	add
46	Sumitomo Mitsui Trust Group, Inc.	$157M	540,057	−25,412	trim
47	MILLENNIUM MANAGEMENT LLC	$155M	532,190	+468,514	add
48	Mitsubishi UFJ Asset Management Co., Ltd.	$153M	527,009	+40,290	add
49	DEUTSCHE BANK AG\	$145M	498,937	+34,771	add
50	Vanguard Global Advisers, LLC	$142M	487,422	—	no prior
51	HSBC HOLDINGS PLC	$133M	457,333	−475,175	trim
52	VANGUARD ASSET MANAGEMENT, Ltd	$130M	448,338	—	no prior
53	LPL Financial LLC	$123M	424,549	+27,081	add
54	AMERIPRISE FINANCIAL INC	$116M	398,158	+4,273	add
55	Empower Advisory Group, LLC	$113M	388,184	+78,983	add
56	Tidal Investments LLC	$113M	389,800	+367,761	add
57	BAHL & GAYNOR INC	$110M	378,212	−65,893	trim
58	National Pension Service	$103M	354,795	+354,795	new
59	BRISTOL JOHN W & CO INC /NY/	$99.8M	343,636	−3,667	trim
60	Haverford Trust Co	$95.3M	328,083	−40,672	trim
61	CANADA PENSION PLAN INVESTMENT BOARD	$94.8M	326,431	+157,589	add
62	M&T BANK CORP	$92.0M	316,740	−12,563	trim
63	HighTower Advisors, LLC	$86.9M	298,980	+32,107	add
64	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$82.2M	282,856	−14,023	trim
65	SEI INVESTMENTS CO	$80.7M	277,932	+13,048	add
66	CITIGROUP INC	$79.5M	273,727	+29,027	add
67	NOMURA ASSET MANAGEMENT CO LTD	$78.5M	270,235	+5,954	add
68	FIFTH THIRD BANCORP	$74.1M	254,931	+132,971	add
69	Corient Private Wealth LLC	$71.1M	246,057	−266,215	trim
70	Capital International, Inc./CA/	$64.9M	223,566	+38,329	add
71	ANCHOR CAPITAL ADVISORS LLC	$63.3M	218,046	+20,839	add
72	CONFLUENCE INVESTMENT MANAGEMENT LLC	$63.2M	217,487	+27,188	add
73	STALEY CAPITAL ADVISERS INC	$63.0M	216,797	+72,765	add
74	Mariner, LLC	$62.5M	215,075	+28,097	add
75	NEW YORK STATE COMMON RETIREMENT FUND	$61.5M	211,880	0	no change
76	BANK OF MONTREAL /CAN/	$59.6M	205,065	−35,540	trim
77	ALLIANCEBERNSTEIN L.P.	$58.3M	235,990	+11,227	add
78	Vest Financial, LLC	$57.2M	196,817	+1,962	add
79	STOREBRAND ASSET MANAGEMENT AS	$55.8M	192,194	—	no prior
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$55.6M	191,452	−1,225	trim
81	AVIVA PLC	$55.3M	190,218	+5,518	add
82	ADAGE CAPITAL PARTNERS GP, L.L.C.	$53.6M	184,440	−11,500	trim
83	NATIONAL BANK OF CANADA /FI/	$50.9M	175,345	+46,910	add
84	Cetera Investment Advisers	$48.1M	165,549	+3,786	add
85	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$45.8M	172,451	−69,502	trim
86	FIRST TRUST ADVISORS LP	$45.5M	156,531	−30,427	trim
87	ASSETMARK, INC	$43.6M	150,003	+14,056	add
88	Universal- Beteiligungs- und Servicegesellschaft mbH	$42.1M	145,225	+31,072	add
89	Perpetual Ltd	$40.9M	140,701	+20,764	add
90	Albar Capital Partners LLP	$40.7M	140,257	+140,257	new
91	SMITH CHAS P & ASSOCIATES PA CPAS	$38.8M	133,716	+104	add
92	DANSKE BANK A/S	$38.3M	131,791	+4,528	add
93	BNP Paribas Asset Management Holding S.A.	$38.3M	131,709	+32,875	add
94	Cardinal Capital Management, Inc.	$37.4M	128,753	+4,475	add
95	KEYBANK NATIONAL ASSOCIATION/OH	$36.3M	125,002	−1,493	trim
96	TOCQUEVILLE ASSET MANAGEMENT L.P.	$36.0M	124,078	−32,249	trim
97	SATURNA CAPITAL CORP	$35.5M	122,166	+122,166	new
98	STATE OF WISCONSIN INVESTMENT BOARD	$34.6M	119,203	+3,919	add
99	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$34.0M	117,061	−9,631	trim
100	US BANCORP \DE\	$33.9M	116,829	−1,355	trim
101	OSTERWEIS CAPITAL MANAGEMENT INC	$33.2M	114,446	−28,862	trim
102	Chevy Chase Trust Holdings, LLC	$32.9M	113,090	−3,196	trim
103	GRANDFIELD & DODD, LLC	$32.3M	111,061	+2,075	add
104	Vanguard Investments Australia, Ltd.	$32.2M	110,986	—	no prior
105	Vontobel Holding Ltd.	$32.2M	110,944	+11,097	add
106	BECKER CAPITAL MANAGEMENT INC	$31.8M	109,471	−6,361	trim
107	Focus Partners Wealth	$31.7M	109,090	−2,014	trim
108	PRUDENTIAL FINANCIAL INC	$31.5M	108,462	−1,670	trim
109	Iron Gate Global Advisors LLC	$31.2M	107,265	+2,211	add
110	&PARTNERS	$31.1M	107,134	+13,471	add
111	Quantinno Capital Management LP	$30.9M	106,523	+50,136	add
112	BLAIR WILLIAM & CO/IL	$30.7M	105,846	−1,854	trim
113	COMMONWEALTH EQUITY SERVICES, LLC	$30.6M	105,464	−902	trim
114	Cerity Partners LLC	$29.5M	101,487	+15,864	add
115	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$29.0M	100,000	0	no change
116	Baird Financial Group, Inc.	$29.0M	99,670	+99,670	new
117	APG Asset Management N.V.	$28.7M	113,880	−1,640	trim
118	KING LUTHER CAPITAL MANAGEMENT CORP	$28.1M	96,865	−170	trim
119	NAN FUNG TRINITY (HK) Ltd	$28.1M	96,680	0	no change
120	Aberdeen Group plc	$27.4M	94,167	+2,738	add
121	ASSOCIATED BANC-CORP	$27.3M	93,845	−676	trim
122	Ensign Peak Advisors, Inc	$27.3M	93,837	−47,649	trim
123	Asset Management One Co., Ltd.	$27.1M	93,160	+707	add
124	Zurcher Kantonalbank (Zurich Cantonalbank)	$26.9M	92,679	+92,679	new
125	Steward Partners Investment Advisory, LLC	$26.7M	91,949	+11,678	add
126	Americana Partners, LLC	$26.3M	90,489	+12	add
127	Quadrature Capital Ltd	$26.0M	89,545	+89,545	new
128	Creative Planning	$25.6M	88,201	+8,846	add
129	SUMMITRY LLC	$25.6M	87,995	+87,995	new
130	Pictet Asset Management Holding SA	$25.3M	86,925	−24,594	trim
131	Qube Research & Technologies Ltd	$25.1M	86,441	+86,441	new
132	TD ASSET MANAGEMENT INC	$25.1M	86,393	+2,326	add
133	KLP KAPITALFORVALTNING AS	$23.9M	82,393	0	no change
134	Old West Investment Management, LLC	$23.8M	81,929	+81,929	new
135	Cannell & Spears LLC	$23.1M	79,634	−36	trim
136	ZWJ INVESTMENT COUNSEL INC	$22.8M	78,472	+14,138	add
137	VICTORY CAPITAL MANAGEMENT INC	$22.6M	77,648	−5,772	trim
138	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$22.4M	76,985	−72,812	trim
139	Resona Asset Management Co.,Ltd.	$22.1M	75,877	+233	add
140	GUGGENHEIM CAPITAL LLC	$22.0M	75,845	−15,359	trim
141	MARKEL GROUP INC.	$21.9M	75,500	+4,000	add
142	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$21.9M	75,491	−22,331	trim
143	State of New Jersey Common Pension Fund D	$21.9M	75,485	−1,370	trim
144	Maple Capital Management, Inc.	$21.9M	75,318	+168	add
145	BENJAMIN EDWARDS INC	$21.5M	74,004	−11,956	trim
146	Swedbank AB	$21.0M	72,372	+100	add
147	FARMERS & MERCHANTS INVESTMENTS INC	$20.4M	70,233	+245	add
148	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$20.1M	69,103	+69,103	new
149	CREDIT AGRICOLE S A	$19.8M	68,190	−10,694	trim
150	MML INVESTORS SERVICES, LLC	$19.4M	66,877	+5,685	add
151	Tredje AP-fonden	$19.2M	66,108	+66,108	new
152	TORONTO DOMINION BANK	$19.0M	65,239	−9,056	trim
153	OSAIC HOLDINGS, INC.	$18.8M	64,784	+7,973	add
154	AMERICAN CENTURY COMPANIES INC	$18.7M	64,544	+5,655	add
155	Squarepoint Ops LLC	$18.7M	64,414	−29,855	trim
156	NICHOLS & PRATT ADVISERS LLP /MA	$18.5M	63,655	+1,539	add
157	HF Capital, LLC	$18.3M	63,149	+63,149	new
158	Korea Investment CORP	$18.0M	61,994	−66,809	trim
159	ROCKLAND TRUST CO	$17.7M	61,043	+4,134	add
160	Arizona State Retirement System	$17.7M	60,966	−2,018	trim
161	OPPENHEIMER ASSET MANAGEMENT INC.	$17.6M	60,758	+60,758	new
162	Czech National Bank	$17.6M	60,639	+1,954	add
163	TRUIST FINANCIAL CORP	$17.5M	60,309	−1,359	trim
164	NISA INVESTMENT ADVISORS, LLC	$17.4M	59,840	−1,726	trim
165	Night Squared LP	$17.3M	59,550	+59,550	new
166	CIBC Asset Management Inc	$17.0M	58,526	+1,302	add
167	STATE OF MICHIGAN RETIREMENT SYSTEM	$16.9M	58,121	+58,121	new
168	Calamos Advisors LLC	$16.8M	57,967	+832	add
169	Zurich Insurance Group Ltd/FI	$16.7M	57,510	+57,510	new
170	NewEdge Advisors, LLC	$16.6M	57,052	+12,020	add
171	Rockefeller Capital Management L.P.	$16.4M	56,390	−2,761	trim
172	Aquatic Capital Management LLC	$16.3M	56,245	+56,245	new
173	CIBC Bancorp USA Inc.	$16.2M	55,783	—	no prior
174	MATHER GROUP, LLC.	$16.0M	55,022	−2,452	trim
175	DnB Asset Management AS	$15.9M	54,611	+4,857	add
176	SKBA CAPITAL MANAGEMENT LLC	$15.5M	53,295	+1,485	add
177	SEB Asset Management AB	$15.2M	52,465	—	no prior
178	MetLife Investment Management, LLC	$15.1M	52,017	−1,328	trim
179	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$15.1M	51,866	+99	add
180	Ceredex Value Advisors LLC	$15.0M	51,750	+51,750	new
181	Running Oak Capital LLC	$14.9M	51,401	−2,520	trim
182	Midwest Trust Co	$14.9M	51,151	+5,487	add
183	Lansforsakringar Fondforvaltning AB (publ)	$14.7M	50,727	+559	add
184	ARMSTRONG HENRY H ASSOCIATES INC	$14.7M	50,604	+972	add
185	WELLINGTON MANAGEMENT GROUP LLP	$14.5M	49,833	+815	add
186	YOUSIF CAPITAL MANAGEMENT, LLC	$14.5M	49,808	+719	add
187	GLENMEDE TRUST CO NA	$14.1M	48,489	−4,454	trim
188	Mirae Asset Global Investments Co., Ltd.	$14.1M	48,416	+7,905	add
189	XPONANCE LLC	$14.0M	48,040	+2,703	add
190	KANAWHA CAPITAL MANAGEMENT LLC	$13.9M	47,886	+1,124	add
191	IFM Investors Pty Ltd	$13.7M	47,314	+12,799	add
192	Retirement Systems of Alabama	$13.7M	47,282	−63	trim
193	Janus Henderson Group Ltd.	$13.6M	46,762	−1,310	trim
194	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$13.3M	45,764	+248	add
195	Capital World Investors	$13.3M	45,664	0	no change
196	DAVENPORT & Co LLC	$12.6M	43,433	−1,138	trim
197	NORDEA INVESTMENT MANAGEMENT AB	$12.5M	42,878	+20,908	add
198	Advisors Asset Management, Inc.	$12.3M	42,446	+1,204	add
199	World Investment Advisors	$12.3M	42,190	+735	add
200	Daiwa Securities Group Inc.	$12.2M	41,979	+2,089	add
201	Tiller Private Wealth, Inc.	$12.2M	41,896	+760	add
202	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$12.1M	41,777	+1,074	add
203	Candriam S.C.A.	$11.9M	41,016	+682	add
204	GUARDIAN CAPITAL LP	$11.9M	40,801	+14,879	add
205	EagleClaw Capital Managment, LLC	$11.8M	40,772	+509	add
206	Madison Asset Management, LLC	$11.8M	40,611	+12,384	add
207	ROYAL LONDON ASSET MANAGEMENT LTD	$11.7M	40,002	−8,597	trim
208	KCM INVESTMENT ADVISORS LLC	$11.6M	39,899	−1,764	trim
209	MERCER GLOBAL ADVISORS INC /ADV	$11.6M	39,829	−3,356	trim
210	TEACHER RETIREMENT SYSTEM OF TEXAS	$11.5M	39,649	−390	trim
211	Teamwork Financial Advisors, LLC	$11.2M	38,541	+38,541	new
212	JGP Wealth Management, LLC	$11.1M	38,253	−9,162	trim
213	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.9M	37,651	+12,647	add
214	COMMERCE BANK	$10.8M	37,322	+3,546	add
215	USS Investment Management Ltd	$10.8M	37,023	+1,350	add
216	GRIFFIN ASSET MANAGEMENT, INC.	$10.6M	36,512	+1,567	add
217	HFR Wealth Management, LLC	$10.6M	36,490	−510	trim
218	Utah Retirement Systems	$10.5M	36,112	−568	trim
219	NewEdge Wealth, LLC	$10.5M	36,097	+4,723	add
220	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.4M	35,886	+7,018	add
221	St. James Investment Company, LLC	$10.4M	35,825	+1,601	add
222	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$10.3M	35,430	+26,019	add
223	VOYA INVESTMENT MANAGEMENT LLC	$10.3M	35,301	+76	add
224	FIDUCIARY TRUST CO	$10.0M	34,317	−607	trim
225	Cresset Asset Management, LLC	$9.9M	33,978	+1,572	add
226	MGO ONE SEVEN LLC	$9.7M	33,396	−1,637	trim
227	WELCH & FORBES LLC	$9.7M	33,262	−250	trim
228	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.6M	33,157	+1,039	add
229	Private Advisor Group, LLC	$9.6M	33,015	+147	add
230	AQR CAPITAL MANAGEMENT LLC	$9.6M	32,957	+9,721	add
231	Crossmark Global Holdings, Inc.	$9.5M	32,619	—	no prior
232	Solidarity Wealth, LLC	$9.4M	32,270	+4,797	add
233	HB Wealth Management, LLC	$9.3M	32,042	−952	trim
234	Waverly Advisors, LLC	$9.3M	32,003	+977	add
235	Socorro Asset Management LP	$9.2M	31,642	+1,176	add
236	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.2M	31,535	+718	add
237	BANK OF NOVA SCOTIA	$9.0M	31,089	−3,782	trim
238	NEOS Investment Management LLC	$9.0M	31,204	+742	add
239	Swiss Life Asset Management Ltd	$9.0M	30,902	+4,985	add
240	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$8.9M	30,677	−8,749	trim
241	Meiji Yasuda Asset Management Co Ltd.	$8.9M	30,674	+4,290	add
242	INTACT INVESTMENT MANAGEMENT INC.	$8.5M	29,400	+5,600	add
243	Compass Wealth Management LLC	$8.5M	29,363	−206	trim
244	NOMURA HOLDINGS INC	$8.5M	29,293	+14,023	add
245	Callan Family Office, LLC	$8.5M	29,188	+3,130	add
246	Jain Global LLC	$8.4M	29,020	+29,020	new
247	NISSAY ASSET MANAGEMENT CORP /JAPAN	$8.4M	28,962	+413	add
248	Man Group plc	$8.3M	28,700	+1,927	add
249	Pathstone Holdings, LLC	$8.3M	28,603	−270	trim
250	Nordwand Advisors, LLC	$8.2M	28,249	+280	add
251	GHP Investment Advisors, Inc.	$8.2M	28,228	+1,050	add
252	Orion Porfolio Solutions, LLC	$8.2M	28,118	−907	trim
253	Vanguard Personalized Indexing Management, LLC	$8.1M	27,751	+1,680	add
254	AMERICAN NATIONAL BANK & TRUST	$8.1M	27,731	−4,505	trim
255	Marks Group Wealth Management, Inc	$8.0M	27,652	−2,682	trim
256	BROWN ADVISORY INC	$7.9M	27,362	−1,340	trim
257	DIVERSIFY WEALTH MANAGEMENT, LLC	$7.9M	26,100	+9,770	add
258	CULBERTSON A N & CO INC	$7.9M	27,117	+1,691	add
259	BNC WEALTH MANAGEMENT, LLC	$7.9M	27,103	+27,103	new
260	Atria Investments, Inc	$7.8M	26,803	+81	add
261	OPPENHEIMER & CO INC	$7.8M	26,773	+26,773	new
262	AE Wealth Management LLC	$7.8M	26,750	+24,513	add
263	United Asset Strategies, Inc.	$7.7M	26,504	+22,121	add
264	Westerkirk Capital Inc.	$7.7M	26,500	0	no change
265	Pine Valley Investments Ltd Liability Co	$7.7M	26,345	−173	trim
266	Concurrent Investment Advisors, LLC	$7.6M	26,004	+5,611	add
267	Telos Capital Management, Inc.	$7.5M	25,803	−112	trim
268	MACKENZIE FINANCIAL CORP	$7.4M	25,623	+2,324	add
269	Stratos Wealth Partners, LTD.	$7.4M	25,524	+102	add
270	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.4M	25,495	+39	add
271	SMA Capital LLC	$7.4M	25,483	+25,483	new
272	Kestra Advisory Services, LLC	$7.3M	25,004	+887	add
273	SEVEN GRAND MANAGERS, LLC	$7.3M	25,000	+25,000	new
274	Woodline Partners LP	$7.3M	24,994	+21,622	add
275	CARDEROCK CAPITAL MANAGEMENT INC	$7.2M	24,758	+3,764	add
276	Ascent Wealth Partners, LLC	$7.1M	24,553	+1,050	add
277	STEPHENS INC /AR/	$7.1M	24,205	+535	add
278	Pinnacle Financial Partners, Inc.	$7.0M	24,138	+106	add
279	MAI Capital Management	$6.9M	23,918	−2,025	trim
280	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.9M	23,678	−213	trim
281	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.8M	23,330	+23,330	new
282	MEYER HANDELMAN CO	$6.8M	23,268	−1,340	trim
283	HOWE & RUSLING INC	$6.7M	23,105	+5,031	add
284	BRADLEY FOSTER & SARGENT INC/CT	$6.7M	23,038	−887	trim
285	Ally Financial Inc.	$6.7M	23,000	0	no change
286	Eurizon Capital SGR S.p.A.	$6.6M	22,774	−7,398	trim
287	SCHRODER INVESTMENT MANAGEMENT GROUP	$6.6M	22,557	+1,556	add
288	OP Asset Management Ltd	$6.6M	22,607	—	no prior
289	Two Point Capital Management, Inc.	$6.6M	22,586	−385	trim
290	Sowell Financial Services LLC	$6.5M	22,497	+18,122	add
291	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.5M	22,490	+1,208	add
292	Atlantic Union Bankshares Corp	$6.5M	22,319	−4,367	trim
293	Penobscot Investment Management Company, Inc.	$6.3M	21,778	−703	trim
294	AZZAD ASSET MANAGEMENT INC /ADV	$6.2M	21,506	+3,908	add
295	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$6.2M	21,404	+21,404	new
296	DEARBORN PARTNERS LLC	$6.2M	21,242	−1,150	trim
297	Chesley Taft & Associates LLC	$6.2M	21,225	−126	trim
298	Investment Management Corp of Ontario	$6.1M	20,833	+8,200	add
299	SPRING CAPITAL MANAGEMENT, LLC	$6.0M	20,514	−402	trim
300	Trajan Wealth LLC	$5.9M	20,393	+1,641	add
301	Kingsview Wealth Management, LLC	$5.9M	20,299	−360	trim
302	Third View Private Wealth, LLC	$5.9M	20,268	−857	trim
303	Kesler, Norman & Wride, LLC	$5.9M	20,170	+99	add
304	MACQUARIE GROUP LTD	$5.8M	20,136	−4,602	trim
305	SCOTIA CAPITAL INC.	$5.8M	20,052	+1,690	add
306	Federation des caisses Desjardins du Quebec	$5.8M	19,987	+12,257	add
307	Vestmark Advisory Solutions, Inc.	$5.8M	19,830	+4,604	add
308	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$5.7M	19,633	−1,390	trim
309	HM PAYSON & CO	$5.7M	19,614	0	no change
310	JANE STREET GROUP, LLC	$5.7M	19,472	+15,824	add
311	ProVise Management Group, LLC	$5.6M	19,345	+100	add
312	UniSuper Management Pty Ltd	$5.6M	19,278	−923	trim
313	ASR Vermogensbeheer N.V.	$5.6M	19,162	+566	add
314	Goelzer Investment Management, Inc.	$5.5M	19,090	−174	trim
315	Wealth Advisory Solutions, LLC	$5.5M	19,078	−7,490	trim
316	Wealthfront Advisers LLC	$5.5M	19,074	+2,968	add
317	CAMBIENT FAMILY OFFICE, LLC	$5.5M	19,025	−644	trim
318	EP Wealth Advisors, LLC	$5.4M	18,593	−4,405	trim
319	Walleye Capital LLC	$5.4M	18,516	+14,212	add
320	Linscomb Wealth, Inc.	$5.4M	18,489	−4,226	trim
321	BONTEMPO OHLY CAPITAL MGMT LLC	$5.4M	18,488	+3,205	add
322	JENNISON ASSOCIATES LLC	$5.4M	18,474	−175	trim
323	Blue Zone Wealth Advisors, LLC	$5.3M	18,409	−135	trim
324	JOHNSON INVESTMENT COUNSEL INC	$5.3M	18,219	−963	trim
325	ADAMS NATURAL RESOURCES FUND, INC.	$5.3M	18,100	0	no change
326	Eliot Finkel Investment Counsel, LLC	$5.3M	18,095	−15	trim
327	Scissortail Wealth Management, LLC	$5.2M	17,896	+1,618	add
328	Bragg Financial Advisors, Inc	$5.1M	17,715	−5,389	trim
329	U.S. Capital Wealth Advisors, LLC	$5.1M	17,568	+1,874	add
330	REGIONS FINANCIAL CORP	$5.1M	17,459	−1,440	trim
331	NAPLES GLOBAL ADVISORS, LLC	$5.0M	17,146	+2,555	add
332	OMERS ADMINISTRATION Corp	$5.0M	17,106	+9,148	add
333	Monte Financial Group, LLC	$5.0M	17,057	−460	trim
334	Clear Trail Advisors, LLC	$4.9M	17,025	+870	add
335	Lombard Odier Asset Management (Switzerland) SA	$4.9M	16,964	+3,620	add
336	Comprehensive Financial Consultants Institutional, Inc.	$4.9M	16,859	+293	add
337	Sterling Capital Management LLC	$4.9M	16,846	+15,694	add
338	NorthCrest Asset Manangement, LLC	$4.8M	16,454	−6,015	trim
339	HARRELL INVESTMENT PARTNERS, LLC	$4.8M	16,403	−653	trim
340	ROMANO BROTHERS AND COMPANY	$4.7M	16,274	−485	trim
341	KORNITZER CAPITAL MANAGEMENT INC /KS	$4.7M	16,198	−135	trim
342	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.7M	16,069	+4,779	add
343	PANAGORA ASSET MANAGEMENT INC	$4.7M	16,025	+1,998	add
344	CHOREO, LLC	$4.6M	15,960	+1,234	add
345	Ethic Inc.	$4.6M	15,872	+2,058	add
346	GS Investments, Inc.	$4.6M	15,841	+53	add
347	AIGEN INVESTMENT MANAGEMENT, LP	$4.6M	15,829	+15,829	new
348	Morningstar Investment Management LLC	$4.6M	15,805	−319	trim
349	Stonebridge Financial Group, LLC	$4.6M	15,748	+674	add
350	D.A. DAVIDSON & CO.	$4.5M	15,510	−412	trim
351	PRINCIPAL SECURITIES, INC.	$4.4M	15,134	−210	trim
352	PARK NATIONAL CORP /OH/	$4.4M	15,126	−629	trim
353	Rodgers Brothers Inc.	$4.4M	15,125	−6,128	trim
354	Core Alternative Capital	$4.4M	15,114	−1,222	trim
355	Harbour Trust & Investment Management Co	$4.4M	15,004	−236	trim
356	ABN AMRO INVESTMENT SOLUTIONS	$4.4M	14,986	−12,387	trim
357	Sage Capital Advisors,llc	$4.3M	14,920	−36	trim
358	Wilmington Savings Fund Society, FSB	$4.3M	14,867	+32	add
359	NovaPoint Capital, LLC	$4.3M	14,841	+896	add
360	Tulsa Wealth Advisors, INC	$4.3M	14,747	+14,747	new
361	Concentric Capital Strategies, LP	$4.2M	14,552	+14,552	new
362	Turtle Creek Wealth Advisors, LLC	$4.1M	14,144	+199	add
363	Curi Capital, LLC	$4.1M	13,950	−74	trim
364	MONARCH CAPITAL MANAGEMENT INC	$4.0M	13,724	+220	add
365	UMB Bank, n.a.	$4.0M	13,605	−234	trim
366	Lido Advisors, LLC	$3.9M	13,591	−5,180	trim
367	Belpointe Asset Management LLC	$3.9M	13,556	+4,974	add
368	CALIBER WEALTH MANAGEMENT, LLC / KS	$3.9M	13,532	+142	add
369	Walnut Level Capital LLC	$3.9M	13,495	+5,000	add
370	First Nebraska Trust Co	$3.9M	13,483	—	no prior
371	RWA WEALTH PARTNERS, LLC	$3.9M	13,473	+562	add
372	EASTERN BANK	$3.9M	13,470	−51,210	trim
373	MIZUHO SECURITIES USA LLC	$3.9M	13,461	−2,744	trim
374	Generali Asset Management SPA SGR	$3.9M	13,439	−802	trim
375	Leonteq Securities AG	$3.9M	13,384	−1,363	trim
376	Clark & Stuart, Inc	$3.9M	13,378	−470	trim
377	WCG Wealth Advisors LLC	$3.9M	13,360	+397	add
378	Rafferty Asset Management, LLC	$3.9M	13,325	−5,314	trim
379	Sepio Capital, LP	$3.8M	13,008	+204	add
380	LaFleur & Godfrey LLC	$3.8M	12,988	−246	trim
381	PITTENGER & ANDERSON INC	$3.8M	12,961	+195	add
382	Central Pacific Bank - Trust Division	$3.8M	12,937	−7	trim
383	BRADY FAMILY WEALTH, LLC	$3.7M	12,857	+18	add
384	Azimuth Capital Investment Management LLC	$3.7M	12,742	+30	add
385	Osmosis Investment Management UK Ltd	$3.7M	12,683	+11,008	add
386	AG2R LA MONDIALE GESTION D'ACTIFS	$3.7M	12,668	+993	add
387	Aptus Capital Advisors, LLC	$3.6M	12,421	−948	trim
388	FLPUTNAM INVESTMENT MANAGEMENT CO	$3.6M	12,388	−620	trim
389	River Wealth Advisors LLC	$3.6M	12,306	−716	trim
390	Marble Harbor Investment Counsel, LLC	$3.6M	12,236	−64	trim
391	ExodusPoint Capital Management, LP	$3.5M	12,092	+12,092	new
392	WEDGE CAPITAL MANAGEMENT L L P/NC	$3.4M	11,818	−7,170	trim
393	Founders Capital Management	$3.4M	11,808	−53	trim
394	BEACON FINANCIAL GROUP	$3.4M	11,804	—	no prior
395	Empowered Funds, LLC	$3.4M	11,861	+11,861	new
396	Moors & Cabot, Inc.	$3.4M	11,624	+722	add
397	HORAN Wealth, LLC	$3.4M	11,677	+538	add
398	VestGen Advisors, LLC	$3.3M	10,942	+6,992	add
399	Meridian Wealth Advisors, LLC	$3.3M	11,329	+2,332	add
400	Amova Asset Management Americas, Inc.	$3.3M	11,330	+712	add
401	Maryland State Retirement & Pension System	$3.3M	11,323	+379	add
402	Prospera Financial Services Inc	$3.2M	11,137	−2,444	trim
403	MERIDIAN MANAGEMENT CO	$3.2M	10,982	+10,982	new
404	Norinchukin Bank, The	$3.2M	10,966	+54	add
405	NLB Skladi, upravljanje premozenja, d.o.o.	$3.2M	10,905	0	no change
406	NORTHEAST INVESTMENT MANAGEMENT	$3.2M	10,864	−140	trim
407	BAILARD, INC.	$3.2M	10,846	+6,268	add
408	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.1M	10,821	+10,821	new
409	INTECH INVESTMENT MANAGEMENT LLC	$3.1M	10,803	−1,997	trim
410	Clearstead Advisors, LLC	$3.1M	10,793	−1,509	trim
411	Modera Wealth Management, LLC	$3.1M	10,694	+1,388	add
412	Schonfeld Strategic Advisors LLC	$3.1M	10,561	+10,561	new
413	Savant Capital, LLC	$3.1M	10,513	+1,619	add
414	Apollon Wealth Management, LLC	$3.0M	10,482	−2,962	trim
415	Haverford Financial Services, Inc.	$3.0M	10,481	−3,278	trim
416	DONALDSON CAPITAL MANAGEMENT, LLC	$3.0M	10,476	−707	trim
417	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.0M	10,459	+364	add
418	Allspring Global Investments Holdings, LLC	$3.0M	10,445	+172	add
419	Tower Research Capital LLC (TRC)	$3.0M	10,385	+3,706	add
420	BUCKHEAD CAPITAL MANAGEMENT LLC	$3.0M	10,381	−1,594	trim
421	PINKERTON WEALTH, LLC	$3.0M	12,132	−281	trim
422	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$2.9M	10,215	+10,215	new
423	Round Rock Advisors LLC	$2.9M	10,133	−849	trim
424	Jacobi Capital Management LLC	$2.9M	10,054	−439	trim
425	FOUNDERS FINANCIAL SECURITIES LLC	$2.9M	9,766	−506	trim
426	MITCHELL & PAHL PRIVATE WEALTH, LLC	$2.9M	9,990	+486	add
427	STRATEGY ASSET MANAGERS LLC	$2.8M	9,677	−901	trim
428	CHAPIN DAVIS, INC.	$2.8M	9,516	+27	add
429	J.W. COLE ADVISORS, INC.	$2.7M	9,442	−70	trim
430	MV CAPITAL MANAGEMENT, INC.	$2.7M	9,442	+177	add
431	Birch Hill Investment Advisors LLC	$2.7M	9,401	+330	add
432	CWM, LLC	$2.7M	9,388	+548	add
433	Vivid Wealth Management, LLC	$2.7M	9,352	+9,352	new
434	RFG Advisory, LLC	$2.7M	9,313	+129	add
435	QUADRANT CAPITAL GROUP LLC	$2.7M	9,230	−2,393	trim
436	BAXTER BROS INC	$2.7M	9,220	−680	trim
437	Vident Advisory, LLC	$2.7M	9,202	+1,513	add
438	Brevan Howard Capital Management LP	$2.7M	9,166	+9,166	new
439	MUFG Securities EMEA plc	$2.7M	9,134	0	no change
440	TD Waterhouse Canada Inc.	$2.6M	9,111	+8,027	add
441	Summit Trail Advisors, LLC	$2.6M	9,031	+783	add
442	OPUS INVESTMENT MANAGEMENT INC	$2.6M	9,000	0	no change
443	Peterson Wealth Services	$2.6M	8,804	+483	add
444	SVB WEALTH LLC	$2.5M	8,726	−3,132	trim
445	NORTHCAPE WEALTH MANAGEMENT, LLC	$2.5M	8,716	+2,096	add
446	Prosperity Consulting Group, LLC	$2.5M	8,711	+27	add
447	Hixon Zuercher, LLC	$2.5M	8,632	+358	add
448	Sequoia Financial Advisors, LLC	$2.5M	8,621	+640	add
449	Jefferies Financial Group Inc.	$2.5M	8,617	−17,511	trim
450	Dai-ichi Life Insurance Company, Ltd	$2.5M	8,571	−444	trim
451	ALKEME WEALTH, LLC	$2.5M	8,557	+1,999	add
452	Lineweaver Wealth Advisors, LLC	$2.5M	8,521	+2,650	add
453	TRUST CO OF TOLEDO NA /OH/	$2.5M	8,515	+22	add
454	WealthPlan Investment Management, LLC	$2.5M	8,461	−5,068	trim
455	DELTA FINANCIAL ADVISORS LLC	$2.4M	8,360	+86	add
456	JERICHO FINANCIAL, LLP	$2.4M	8,278	−1,380	trim
457	Columbia Bank	$2.4M	8,248	−34	trim
458	Saudi Central Bank	$2.4M	8,216	+8,216	new
459	Strengthening Families & Communities, LLC	$2.4M	8,176	−719	trim
460	Platform Technology Partners	$2.4M	8,116	+1,346	add
461	Laird Norton Wetherby Trust Company, LLC	$2.4M	8,115	−825	trim
462	SevenBridge Financial Group, LLC	$2.3M	7,917	−391	trim
463	TWIN CITY PRIVATE WEALTH, LLC	$2.3M	8,030	−446	trim
464	CrossGen Wealth, LLC	$2.3M	8,006	−108	trim
465	SIMPLEX TRADING, LLC	$2.3M	7,958	+3,394	add
466	CENTRAL TRUST Co	$2.3M	7,957	−1,137	trim
467	CHATHAM CAPITAL GROUP, INC.	$2.3M	7,949	−151	trim
468	Strategic Advisors LLC	$2.3M	7,882	−99	trim
469	MYCIO WEALTH PARTNERS, LLC	$2.3M	7,876	0	no change
470	Allianz Asset Management GmbH	$2.2M	7,699	−3,126	trim
471	JENSEN INVESTMENT MANAGEMENT INC	$2.2M	7,695	−1,340	trim
472	Corsicana & Co.	$2.2M	7,579	+7,579	new
473	MidFirst Bank	$2.2M	7,679	+1,325	add
474	Chicago Capital, LLC	$2.2M	7,617	−3,484	trim
475	Crescent Sterling, Ltd.	$2.2M	7,565	−49	trim
476	QRG CAPITAL MANAGEMENT, INC.	$2.2M	7,542	+570	add
477	Cordatus Wealth Management LLC	$2.2M	7,521	+89	add
478	Empirical Finance, LLC	$2.2M	7,520	−11	trim
479	Siemens Fonds Invest GmbH	$2.2M	7,504	+54	add
480	BAR HARBOR WEALTH MANAGEMENT	$2.2M	7,502	−811	trim
481	Choate Investment Advisors	$2.2M	7,489	+17	add
482	Beacon Pointe Advisors, LLC	$2.1M	7,366	+3,971	add
483	1ST SOURCE BANK	$2.1M	7,357	−42	trim
484	NBT BANK, N.A.	$2.1M	7,327	−559	trim
485	Independence Bank of Kentucky	$2.1M	7,323	−323	trim
486	Ascent Group, LLC	$2.1M	7,296	+1,070	add
487	Voya Financial Advisors, Inc.	$2.1M	7,166	−116	trim
488	Patrick Mauro Investment Advisor, INC.	$2.1M	7,137	−3,228	trim
489	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.1M	7,124	+12	add
490	Patriot Financial Group Insurance Agency, LLC	$2.1M	7,074	+3,559	add
491	Caldwell Trust Co	$2.0M	7,041	0	no change
492	SAGESPRING WEALTH PARTNERS, LLC	$2.0M	6,995	+752	add
493	Phoenix Wealth Advisors	$2.0M	6,953	+5,779	add
494	Castle Rock Wealth Management, LLC	$2.0M	6,880	+205	add
495	Beverly Hills Private Wealth, LLC	$2.0M	6,945	+5,594	add
496	Capital International Sarl	$2.0M	6,932	−3,154	trim
497	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.0M	6,835	−13	trim
498	Dynamic Advisor Solutions LLC	$2.0M	6,824	−24	trim
499	FIRST CITIZENS BANK & TRUST CO	$2.0M	6,808	−1,269	trim
500	Smith Salley Wealth Management	$1.9M	6,707	+481	add

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

Congress ↔ notable managers · APD

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Richard McCormick R–GA-7 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Markel Group $21.9M held
Trimming: 2 Viking Global Investors, Gotham Asset Management $1.2B held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AIR PRODS & CHEMS INC

Merged timeline of congressional filings and notable-manager moves on APD
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Viking Global Investors 13F	trim	−678,439 sh
2026-05-15	Gotham Asset Management 13F	trim	−1,479 sh
2026-05-01	Markel Group 13F	add	+4,000 sh

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

27 members of Congress disclosed APD — the congressional view ↗