Who holds CCIticker 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 ↗

CROWN CASTLE INC · COM · quarter ended 2026-03-31 · 28 members disclosed CCI ↗

729

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

$28.4B

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

344

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

125

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 CCI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.8B	46,955,280	+304,431	add
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.0B	37,293,267	—	no prior
3	VANGUARD CAPITAL MANAGEMENT LLC	$2.3B	28,329,966	—	no prior
4	STATE STREET CORP	$1.9B	22,811,761	+572,202	add
5	WELLINGTON MANAGEMENT GROUP LLP	$1.5B	18,779,160	+4,792,308	add
6	LAZARD ASSET MANAGEMENT LLC	$1.1B	13,463,182	+1,828,065	add
7	GEODE CAPITAL MANAGEMENT, LLC	$1.1B	13,363,077	+335,328	add
8	MORGAN STANLEY	$792M	9,740,705	−448,109	trim
9	DEUTSCHE BANK AG\	$553M	6,806,966	−352,837	trim
10	DIMENSIONAL FUND ADVISORS LP	$514M	6,325,747	+144,538	add
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$484M	5,949,909	+184,678	add
12	Legal & General Group Plc	$463M	5,700,240	−325,193	trim
13	BANK OF AMERICA CORP /DE/	$397M	4,877,251	+61,201	add
14	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$362M	4,448,398	−161,921	trim
15	Daiwa Securities Group Inc.	$357M	4,385,192	+72,237	add
16	ROYAL BANK OF CANADA	$343M	4,222,008	+938,653	add
17	Invesco Ltd.	$333M	4,095,653	−3,164,930	trim
18	UBS Group AG	$331M	4,068,432	+713,684	add
19	NORTHERN TRUST CORP	$318M	3,906,784	−118,748	trim
20	CANADA PENSION PLAN INVESTMENT BOARD	$313M	3,844,708	+521,491	add
21	PRINCIPAL FINANCIAL GROUP INC	$302M	3,716,075	+134,921	add
22	FIL Ltd	$270M	3,319,514	−15,111	trim
23	Capital World Investors	$260M	3,195,428	+543,244	add
24	Magellan Asset Management Ltd	$232M	2,855,204	+1,064,860	add
25	COOKE & BIELER LP	$224M	2,754,380	−176,417	trim
26	FMR LLC	$222M	2,732,615	−2,138,157	trim
27	VANGUARD FIDUCIARY TRUST CO	$199M	2,450,667	—	no prior
28	Nuveen, LLC	$191M	2,344,733	−1,339,073	trim
29	Bank of New York Mellon Corp	$186M	2,283,912	+175,535	add
30	BROOKFIELD Corp /ON/	$177M	2,175,839	−120,968	trim
31	SEI INVESTMENTS CO	$165M	2,035,312	+3,126	add
32	Pictet Asset Management Holding SA	$163M	1,998,848	−767,073	trim
33	Amundi	$159M	1,958,084	+39,371	add
34	CITADEL ADVISORS LLC	$159M	1,954,484	+1,754,897	add
35	MILFORD FUNDS LTD	$147M	1,809,742	−89,158	trim
36	HSBC HOLDINGS PLC	$146M	1,795,288	−1,376,426	trim
37	ANTIPODES PARTNERS Ltd	$132M	1,624,180	+199,718	add
38	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$120M	1,479,997	+773,865	add
39	Swiss National Bank	$104M	1,278,000	+84,700	add
40	Elliott Investment Management L.P.	$99.6M	1,225,000	0	no change
41	LONDON CO OF VIRGINIA	$98.3M	1,208,595	−18,666	trim
42	Woodline Partners LP	$97.8M	1,202,371	+29,384	add
43	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$97.0M	1,193,028	+1,193,028	new
44	Cullen Capital Management, LLC	$96.6M	1,188,440	+122,051	add
45	Alyeska Investment Group, L.P.	$90.8M	1,116,645	−1,596,216	trim
46	ENVESTNET ASSET MANAGEMENT INC	$83.0M	1,020,612	+74,736	add
47	Aberdeen Group plc	$81.7M	1,004,641	−48,026	trim
48	Munich Reinsurance Co Stock Corp in Munich	$79.3M	975,413	+227,609	add
49	Mitsubishi UFJ Asset Management Co., Ltd.	$79.1M	972,285	+55,893	add
50	Vanguard Global Advisers, LLC	$77.4M	951,931	—	no prior
51	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$75.3M	926,055	−25,982	trim
52	WELLS FARGO & COMPANY/MN	$74.0M	909,964	+36,721	add
53	RHUMBLINE ADVISERS	$71.7M	881,507	−2,794	trim
54	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$71.4M	877,982	+877,982	new
55	RAYMOND JAMES FINANCIAL INC	$70.9M	872,461	−28,768	trim
56	RENAISSANCE TECHNOLOGIES LLC	$69.6M	856,237	+290,959	add
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$68.1M	837,246	−273,658	trim
58	Sumitomo Mitsui Trust Group, Inc.	$67.5M	829,727	−60,785	trim
59	VANGUARD ASSET MANAGEMENT, Ltd	$61.2M	752,880	—	no prior
60	Universal- Beteiligungs- und Servicegesellschaft mbH	$57.3M	701,783	+28,850	add
61	Retirement Systems of Alabama	$56.9M	700,293	−674	trim
62	MILLENNIUM MANAGEMENT LLC	$55.2M	678,435	+410,074	add
63	BALYASNY ASSET MANAGEMENT L.P.	$53.1M	652,495	+636,794	add
64	National Pension Service	$50.7M	623,852	+623,852	new
65	BANK OF MONTREAL /CAN/	$47.4M	583,392	−27,197	trim
66	CITIGROUP INC	$47.1M	578,752	+21,715	add
67	ALLIANCEBERNSTEIN L.P.	$46.9M	528,264	−39,295	trim
68	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$45.7M	562,049	−147,560	trim
69	SNYDER CAPITAL MANAGEMENT L P	$45.5M	559,371	−87,386	trim
70	Robeco Institutional Asset Management B.V.	$45.4M	558,674	−133,982	trim
71	Ensign Peak Advisors, Inc	$45.1M	554,866	−56,305	trim
72	Man Group plc	$42.8M	526,682	−854,615	trim
73	UniSuper Management Pty Ltd	$42.5M	522,462	+5,223	add
74	ZACKS INVESTMENT MANAGEMENT	$42.1M	517,355	+32,923	add
75	HOMESTEAD ADVISERS CORP	$41.2M	508,671	−5,700	trim
76	AMERIPRISE FINANCIAL INC	$41.2M	506,893	−39,146	trim
77	ANCHOR CAPITAL ADVISORS LLC	$39.8M	489,627	+99,483	add
78	TWO SIGMA INVESTMENTS, LP	$37.0M	455,602	+455,602	new
79	Vanguard Investments Australia, Ltd.	$35.4M	435,554	—	no prior
80	Connor, Clark & Lunn Investment Management Ltd.	$34.4M	423,316	−197,751	trim
81	Maryland State Retirement & Pension System	$33.7M	414,177	−18,007	trim
82	AVIVA PLC	$33.6M	412,862	+11,329	add
83	ADAGE CAPITAL PARTNERS GP, L.L.C.	$31.7M	390,160	−3,000	trim
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$31.4M	386,404	−7,259	trim
85	LPL Financial LLC	$29.9M	367,419	−66,619	trim
86	STIFEL FINANCIAL CORP	$29.7M	364,862	−6,586	trim
87	Korea Investment CORP	$27.1M	333,451	−53,633	trim
88	BNP Paribas Asset Management Holding S.A.	$27.0M	331,564	+37,523	add
89	Swedbank AB	$25.7M	316,393	+9,919	add
90	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$25.5M	313,052	+313,052	new
91	Rockefeller Capital Management L.P.	$25.0M	307,143	+259,328	add
92	REAVES W H & CO INC	$23.4M	287,589	−39,209	trim
93	Skylands Capital, LLC	$23.3M	286,635	+286,635	new
94	NEW YORK STATE COMMON RETIREMENT FUND	$22.9M	282,075	+2,600	add
95	TORONTO DOMINION BANK	$22.9M	281,371	−55,980	trim
96	Ilex Capital Partners (UK) LLP	$22.3M	273,859	−695,353	trim
97	CRAWFORD INVESTMENT COUNSEL INC	$21.9M	269,490	+39,804	add
98	Fisher Funds Management LTD	$19.8M	243,881	−72,133	trim
99	MACQUARIE GROUP LTD	$19.8M	243,860	−35,624	trim
100	STATE OF WISCONSIN INVESTMENT BOARD	$19.6M	240,805	+15,385	add
101	Point72 Asset Management, L.P.	$19.5M	240,437	+63,300	add
102	PRUDENTIAL FINANCIAL INC	$19.3M	237,567	−267,267	trim
103	NATIONAL BANK OF CANADA /FI/	$19.3M	237,230	+48,673	add
104	SCHRODER INVESTMENT MANAGEMENT GROUP	$19.1M	239,826	−12,574	trim
105	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$18.4M	226,237	+120,022	add
106	DANSKE BANK A/S	$17.5M	215,167	−2,900	trim
107	VICTORY CAPITAL MANAGEMENT INC	$17.5M	215,089	−52,426	trim
108	Chevy Chase Trust Holdings, LLC	$17.4M	214,537	−6,357	trim
109	Focus Partners Wealth	$17.2M	211,749	+182,154	add
110	CIBC WORLD MARKET INC.	$17.0M	209,452	−84,834	trim
111	ROYAL LONDON ASSET MANAGEMENT LTD	$16.9M	207,827	−917	trim
112	Advisors Asset Management, Inc.	$16.5M	202,606	+306	add
113	Cresset Asset Management, LLC	$16.1M	197,467	+173,110	add
114	APG Asset Management N.V.	$15.5M	218,990	−3,224	trim
115	CIBC Bancorp USA Inc.	$15.3M	188,274	—	no prior
116	LMR Partners LLP	$15.2M	187,155	+187,155	new
117	Asset Management One Co., Ltd.	$15.2M	186,358	+3,324	add
118	Gotham Asset Management, LLC	$15.1M	185,174	+54,949	add
119	Eurizon Capital SGR S.p.A.	$15.0M	186,427	−434,396	trim
120	AMERICAN CENTURY COMPANIES INC	$14.8M	181,430	−221,603	trim
121	Mitsubishi UFJ Trust & Banking Corp	$14.3M	175,581	−22,532	trim
122	TD ASSET MANAGEMENT INC	$14.3M	175,481	+5,941	add
123	GATEWAY INVESTMENT ADVISERS LLC	$14.0M	171,761	+32,196	add
124	KLP KAPITALFORVALTNING AS	$13.2M	162,679	+6,000	add
125	Uniplan Investment Counsel, Inc.	$12.9M	158,153	−91,701	trim
126	Cetera Investment Advisers	$12.6M	154,899	−2,419	trim
127	NS Partners Ltd	$12.5M	153,685	+71	add
128	NOMURA ASSET MANAGEMENT CO LTD	$12.5M	153,407	+6,990	add
129	NEOS Investment Management LLC	$12.3M	151,128	+24,917	add
130	KETTLE HILL CAPITAL MANAGEMENT, LLC	$12.2M	149,569	+149,569	new
131	State of New Jersey Common Pension Fund D	$12.1M	148,498	0	no change
132	OPPENHEIMER ASSET MANAGEMENT INC.	$11.8M	144,579	+7,440	add
133	Wealthfront Advisers LLC	$11.7M	143,921	−25,062	trim
134	Lansforsakringar Fondforvaltning AB (publ)	$11.3M	138,971	−928	trim
135	TRUIST FINANCIAL CORP	$11.1M	136,708	+2,314	add
136	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.9M	133,901	+4,326	add
137	STOREBRAND ASSET MANAGEMENT AS	$10.9M	133,522	—	no prior
138	Tredje AP-fonden	$10.8M	132,707	+132,707	new
139	Calamos Advisors LLC	$10.5M	129,207	0	no change
140	FRANKLIN RESOURCES INC	$10.3M	126,760	−41,797	trim
141	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$10.3M	126,287	−4,305	trim
142	Federation des caisses Desjardins du Quebec	$10.2M	125,333	+25,138	add
143	FIRST NATIONAL BANK OF OMAHA	$10.1M	126,361	+43,420	add
144	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.1M	123,958	+13,017	add
145	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$9.8M	120,425	+38,100	add
146	Hazelview Securities Inc.	$9.7M	119,720	+7,500	add
147	Czech National Bank	$9.6M	118,601	+3,778	add
148	Arizona State Retirement System	$9.6M	118,329	−4,496	trim
149	ProShare Advisors LLC	$9.5M	116,584	−21,712	trim
150	IFM Investors Pty Ltd	$9.3M	114,709	+2,437	add
151	STATE OF MICHIGAN RETIREMENT SYSTEM	$9.2M	113,752	−300	trim
152	Zurcher Kantonalbank (Zurich Cantonalbank)	$9.0M	110,628	+110,628	new
153	Osmosis Investment Management UK Ltd	$8.9M	109,747	+58,329	add
154	Empyrean Capital Partners, LP	$8.7M	107,000	+107,000	new
155	CIBC Asset Management Inc	$8.5M	104,297	+1,539	add
156	Brookstone Capital Management	$8.5M	103,999	−4,885	trim
157	ARS Investment Partners, LLC	$8.4M	103,054	−1,355	trim
158	XTX Topco Ltd	$8.3M	102,117	+7,717	add
159	MetLife Investment Management, LLC	$8.3M	101,725	−2,641	trim
160	WESTWOOD HOLDINGS GROUP INC	$8.2M	101,203	+49,912	add
161	Schonfeld Strategic Advisors LLC	$8.2M	100,732	+94,248	add
162	Swiss Life Asset Management Ltd	$8.0M	98,814	−2,475	trim
163	Mirae Asset Global Investments Co., Ltd.	$7.9M	97,464	+13,580	add
164	Edgestream Partners, L.P.	$7.8M	95,809	+15,236	add
165	Edgemoor Investment Advisors, Inc.	$7.8M	95,803	+2,072	add
166	BANK OF NOVA SCOTIA	$7.6M	93,946	−1,445	trim
167	Waverly Advisors, LLC	$7.6M	93,635	+7,848	add
168	FIRST TRUST ADVISORS LP	$7.6M	93,576	−6,768	trim
169	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.6M	89,569	−31,939	trim
170	Corient Private Wealth LLC	$7.6M	94,314	−170,575	trim
171	Great Hill Capital LLC	$7.5M	92,704	+26,005	add
172	DnB Asset Management AS	$7.5M	92,220	+7,276	add
173	USS Investment Management Ltd	$7.4M	91,342	+2,607	add
174	Quantinno Capital Management LP	$7.4M	90,617	−49,810	trim
175	AQR CAPITAL MANAGEMENT LLC	$7.3M	91,468	−16,226	trim
176	SEB Asset Management AB	$7.3M	89,430	—	no prior
177	INTACT INVESTMENT MANAGEMENT INC.	$7.2M	88,500	−900	trim
178	Ausbil Investment Management Ltd	$7.0M	87,032	+55,990	add
179	VOYA INVESTMENT MANAGEMENT LLC	$7.0M	85,837	−251	trim
180	MERCER GLOBAL ADVISORS INC /ADV	$6.9M	85,299	+26,038	add
181	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$6.9M	85,051	−22,305	trim
182	XPONANCE LLC	$6.8M	83,497	+18,670	add
183	Andra AP-fonden	$6.5M	79,848	+49,543	add
184	HEITMAN REAL ESTATE SECURITIES LLC	$6.3M	77,439	+77,439	new
185	Squarepoint Ops LLC	$6.2M	76,753	−12,895	trim
186	OP Asset Management Ltd	$6.2M	76,525	—	no prior
187	Investment Management Corp of Ontario	$6.1M	75,180	+1,700	add
188	FEDERATED HERMES, INC.	$6.0M	74,318	+37,466	add
189	Bell Bank	$6.0M	73,854	+805	add
190	Sanctuary Advisors, LLC	$5.9M	73,063	+1,428	add
191	Foresight Group Ltd Liability Partnership	$5.9M	74,428	−28,214	trim
192	Compass Wealth Management LLC	$5.9M	72,607	+2,584	add
193	Stablepoint Partners, LLC	$5.8M	71,396	+17,605	add
194	Utah Retirement Systems	$5.7M	70,527	−1,036	trim
195	WINTON GROUP Ltd	$5.7M	70,465	−31,786	trim
196	Resona Asset Management Co.,Ltd.	$5.7M	70,313	−90	trim
197	Creative Planning	$5.6M	69,381	−8,587	trim
198	Global Wealth Management Investment Advisory, Inc.	$5.6M	69,107	+6,309	add
199	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.3M	64,742	+1,436	add
200	MML INVESTORS SERVICES, LLC	$5.2M	64,101	−16,920	trim
201	Rakuten Investment Management, Inc.	$5.1M	64,629	+7,342	add
202	Walleye Capital LLC	$5.0M	61,735	+19,807	add
203	Cornerstone Capital, Inc.	$4.9M	60,036	+520	add
204	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.9M	60,012	−17,136	trim
205	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.8M	58,815	−79	trim
206	Candriam S.C.A.	$4.8M	58,595	+12,226	add
207	Holocene Advisors, LP	$4.6M	56,696	+42,487	add
208	Te Ahumairangi Investment Management Ltd	$4.6M	56,275	−950	trim
209	Ethic Inc.	$4.6M	56,126	+7,227	add
210	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.6M	56,048	+794	add
211	Morningstar Investment Management LLC	$4.3M	53,402	+3,944	add
212	Linscomb Wealth, Inc.	$4.3M	53,367	−10,837	trim
213	MACKENZIE FINANCIAL CORP	$4.3M	52,526	+4,128	add
214	COMMONWEALTH EQUITY SERVICES, LLC	$4.3M	52,332	−5,899	trim
215	Janus Henderson Group Ltd.	$4.2M	51,973	−2,602	trim
216	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.2M	51,389	−638	trim
217	PFA Pension, Forsikringsaktieselskab	$4.1M	50,970	+50,970	new
218	ING GROEP NV	$4.1M	50,344	−390,935	trim
219	TD Waterhouse Canada Inc.	$4.1M	50,225	+13,061	add
220	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.1M	49,847	0	no change
221	Empowered Funds, LLC	$3.9M	48,113	+4,808	add
222	Sophron Capital Management L.P.	$3.9M	47,931	+20,708	add
223	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.9M	47,850	−20,620	trim
224	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$3.9M	47,372	−1,886	trim
225	GRS Advisors, LLC	$3.8M	46,938	−646,074	trim
226	NISA INVESTMENT ADVISORS, LLC	$3.8M	46,321	−23,925	trim
227	CREDIT AGRICOLE S A	$3.7M	46,113	−124,703	trim
228	M&T BANK CORP	$3.7M	45,925	−6,868	trim
229	Blackstone Inc.	$3.7M	45,700	+45,700	new
230	NORDEA INVESTMENT MANAGEMENT AB	$3.7M	46,513	+1,670	add
231	Rafferty Asset Management, LLC	$3.5M	42,849	−13,458	trim
232	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$3.3M	40,860	+420	add
233	HighTower Advisors, LLC	$3.3M	40,827	+432	add
234	D.A. DAVIDSON & CO.	$3.3M	40,408	+11,529	add
235	COHEN & STEERS, INC.	$3.3M	40,364,357	+574,065	add
236	Orion Porfolio Solutions, LLC	$3.2M	39,895	−6,219	trim
237	BUILDER INVESTMENT GROUP INC /ADV	$3.2M	39,608	+71	add
238	SORA INVESTORS LLC	$3.2M	39,443	+6,969	add
239	STEPHENS INC /AR/	$3.2M	39,407	−876	trim
240	Allianz Asset Management GmbH	$3.2M	39,265	−275	trim
241	Adelante Capital Management LLC	$3.2M	38,976	−1,964	trim
242	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.1M	38,703	+4,281	add
243	Atria Investments, Inc	$3.1M	38,016	+552	add
244	EFG International AG	$3.1M	37,956	−25,849	trim
245	B. Metzler seel. Sohn & Co. AG	$3.1M	37,864	+5,164	add
246	Vanguard Personalized Indexing Management, LLC	$3.0M	37,470	−6,158	trim
247	US BANCORP \DE\	$3.0M	37,356	−9,251	trim
248	Kovack Advisors, Inc.	$3.0M	37,074	−1,498	trim
249	BRADLEY FOSTER & SARGENT INC/CT	$3.0M	36,940	−3,387	trim
250	BECKER CAPITAL MANAGEMENT INC	$3.0M	36,411	+1,223	add
251	OSAIC HOLDINGS, INC.	$2.9M	35,815	+767	add
252	Avanza Fonder AB	$2.9M	35,384	0	no change
253	S-Bank Fund Management Ltd	$2.8M	34,950	0	no change
254	Cerity Partners LLC	$2.8M	34,404	−386	trim
255	INTECH INVESTMENT MANAGEMENT LLC	$2.8M	34,332	−1,039	trim
256	REGIONS FINANCIAL CORP	$2.8M	34,173	−195,910	trim
257	TT Capital Management LLC	$2.8M	33,986	+296	add
258	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.7M	33,623	+28,544	add
259	LRT Capital Management, LLC	$2.7M	32,716	+4,369	add
260	HENGEHOLD CAPITAL MANAGEMENT LLC	$2.6M	31,849	−1,553	trim
261	QRG CAPITAL MANAGEMENT, INC.	$2.5M	30,969	+378	add
262	Slagle Financial, LLC	$2.5M	30,319	+1,520	add
263	Vestmark Advisory Solutions, Inc.	$2.4M	30,119	+8,259	add
264	Paralel Advisors LLC	$2.4M	30,000	0	no change
265	WESTPAC BANKING CORP	$2.4M	29,922	+24,867	add
266	CHIRON CAPITAL MANAGEMENT, LLC	$2.4M	29,674	—	no prior
267	Norinchukin Bank, The	$2.4M	29,625	+71	add
268	GUGGENHEIM CAPITAL LLC	$2.4M	29,159	+2,939	add
269	BLAIR WILLIAM & CO/IL	$2.3M	28,615	−1,075	trim
270	Allspring Global Investments Holdings, LLC	$2.3M	28,763	−1,003	trim
271	Generali Asset Management SPA SGR	$2.2M	27,545	+480	add
272	GROUP ONE TRADING LLC	$2.2M	27,543	+2,117	add
273	Pathstone Holdings, LLC	$2.2M	27,235	−7,174	trim
274	Ashton Thomas Private Wealth, LLC	$2.2M	27,232	+27,232	new
275	DF DENT & CO INC	$2.2M	26,636	−223	trim
276	Tidal Investments LLC	$2.1M	26,434	+17,054	add
277	MIZUHO SECURITIES USA LLC	$2.1M	26,327	−5,382	trim
278	Naviter Wealth, LLC	$2.1M	26,252	+4,169	add
279	Providence Capital Advisors, LLC	$2.1M	26,132	+722	add
280	BOCHK Asset Management Ltd	$2.1M	26,000	+26,000	new
281	Summit Trail Advisors, LLC	$2.1M	25,968	+11,647	add
282	Gilman Hill Asset Management, LLC	$2.1M	25,933	−6,935	trim
283	Crossmark Global Holdings, Inc.	$2.1M	25,820	—	no prior
284	KCM INVESTMENT ADVISORS LLC	$2.1M	25,722	−435	trim
285	JUPITER ASSET MANAGEMENT LTD	$2.1M	25,451	+25,451	new
286	Vinva Investment Management Ltd	$2.0M	25,722	−203,934	trim
287	DRW Securities, LLC	$2.0M	24,917	+22,360	add
288	HARTFORD INVESTMENT MANAGEMENT CO	$2.0M	24,810	−295	trim
289	Taylor Frigon Capital Management LLC	$2.0M	24,488	−539	trim
290	NewEdge Advisors, LLC	$2.0M	24,472	+24,472	new
291	AG2R LA MONDIALE GESTION D'ACTIFS	$2.0M	24,207	+680	add
292	KMG FIDUCIARY PARTNERS, LLC	$2.0M	24,108	+1,107	add
293	FIFTH THIRD BANCORP	$2.0M	24,048	−3,893	trim
294	OFI INVEST ASSET MANAGEMENT	$1.9M	25,802	+5,759	add
295	Cohen Klingenstein LLC	$1.9M	23,391	−660	trim
296	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.9M	23,352	+23,352	new
297	GLENMEDE TRUST CO NA	$1.9M	23,116	−6,218	trim
298	CULLINAN ASSOCIATES INC	$1.9M	22,872	0	no change
299	Presima Securities ULC	$1.8M	22,570	0	no change
300	DoubleLine ETF Adviser LP	$1.8M	22,494	−5,602	trim
301	Metis Global Partners, LLC	$1.8M	22,470	−1,434	trim
302	Banque Cantonale Vaudoise	$1.8M	22,196	−1,268	trim
303	LDR Capital Management LLC	$1.8M	21,866	−25,206	trim
304	ASSETMARK, INC	$1.8M	21,847	−319	trim
305	Kestra Advisory Services, LLC	$1.8M	21,803	+998	add
306	NewEdge Wealth, LLC	$1.8M	21,777	+3,009	add
307	Tower Research Capital LLC (TRC)	$1.8M	21,664	+4,599	add
308	COMMERCE BANK	$1.8M	21,581	−6,358	trim
309	SIMPLEX TRADING, LLC	$1.7M	21,302	+11,703	add
310	BRIDGES INVESTMENT MANAGEMENT INC	$1.7M	21,111	−10	trim
311	OMERS ADMINISTRATION Corp	$1.7M	21,055	+4,649	add
312	Assenagon Asset Management S.A.	$1.7M	21,023	−650	trim
313	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.7M	20,712	+16,240	add
314	ADVOCATE GROUP LLC	$1.7M	20,458	−136	trim
315	&PARTNERS	$1.7M	20,490	−259	trim
316	ABN AMRO INVESTMENT SOLUTIONS	$1.6M	20,083	−27,473	trim
317	Vanderbilt University	$1.6M	19,457	−106	trim
318	Inspire Investing, LLC	$1.6M	19,189	+19,188	add
319	Quantbot Technologies LP	$1.6M	19,094	+19,094	new
320	Donoghue Forlines LLC	$1.5M	19,022	+19,022	new
321	E. Ohman J:or Asset Management AB	$1.5M	18,597	+1,300	add
322	Financiere des Professionnels - Fonds d'investissement inc.	$1.5M	18,400	+18,400	new
323	GeoWealth Management, LLC	$1.5M	18,341	−2,390	trim
324	Steward Partners Investment Advisory, LLC	$1.5M	18,299	−528	trim
325	Inman Jager Wealth Management, LLC	$1.5M	17,908	+1,788	add
326	MUFG Securities EMEA plc	$1.5M	17,873	0	no change
327	Chicago Capital, LLC	$1.4M	17,815	+2,111	add
328	Dai-ichi Life Insurance Company, Ltd	$1.4M	17,555	−1,979	trim
329	NAPLES GLOBAL ADVISORS, LLC	$1.4M	17,304	−1,803	trim
330	Capital Investment Advisors, LLC	$1.4M	17,151	−1,466	trim
331	HB Wealth Management, LLC	$1.4M	16,812	+1,283	add
332	Jefferies Financial Group Inc.	$1.3M	16,471	+12,694	add
333	Brevan Howard Capital Management LP	$1.3M	16,175	−9,416	trim
334	OLD NATIONAL BANCORP /IN/	$1.3M	16,104	−50,437	trim
335	Saudi Central Bank	$1.3M	16,074	+16,074	new
336	Chicago Partners Investment Group LLC	$1.3M	15,050	−1,021	trim
337	OSSIAM	$1.3M	15,681	+5,492	add
338	BROWN ADVISORY INC	$1.3M	15,668	−1,383	trim
339	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	15,559	−58	trim
340	Freestone Grove Partners LP	$1.3M	15,482	+15,482	new
341	Applied Capital LLC/FL	$1.3M	15,417	+148	add
342	KEYBANK NATIONAL ASSOCIATION/OH	$1.2M	15,215	−3,490	trim
343	Pullen Investment Management, LLC	$1.2M	14,997	+939	add
344	Private Advisor Group, LLC	$1.2M	14,883	−1,043	trim
345	Avior Wealth Management, LLC	$1.2M	14,879	+400	add
346	Sepio Capital, LP	$1.2M	14,678	+5,011	add
347	Investors Research Corp	$1.2M	14,249	−284	trim
348	NOMURA HOLDINGS INC	$1.2M	14,218	−2,005	trim
349	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.1M	13,934	+20	add
350	Redmond Asset Management, LLC	$1.1M	13,870	+38	add
351	Vident Advisory, LLC	$1.1M	13,429	+3,241	add
352	Invst, LLC	$1.1M	13,254	+13,254	new
353	Knollwood Investment Advisory, LLC	$1.1M	13,173	0	no change
354	IMC-Chicago, LLC	$1.1M	13,037	+13,037	new
355	TRUST CO OF TOLEDO NA /OH/	$1.1M	13,005	0	no change
356	Ally Financial Inc.	$1.1M	13,000	+13,000	new
357	Mutual Advisors, LLC	$1.0M	12,823	+2,285	add
358	Texas Yale Capital Corp.	$1.0M	12,770	−7,125	trim
359	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.0M	12,755	−223,579	trim
360	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$1.0M	12,721	+4,867	add
361	BAHL & GAYNOR INC	$1.0M	12,651	−660	trim
362	Central Pacific Bank - Trust Division	$1.0M	12,579	−9	trim
363	North Dakota State Investment Board	$1.0M	12,541	−2,337	trim
364	Atlantic Union Bankshares Corp	$1.0M	12,481	+5,705	add
365	Pine Valley Investments Ltd Liability Co	$1.0M	12,388	−50	trim
366	Comprehensive Financial Consultants Institutional, Inc.	$1.0M	12,307	+811	add
367	Abundance Wealth Counselors	$995K	12,239	−818	trim
368	Bridgewater Associates, LP	$989K	12,166	+9,111	add
369	MUFG SECURITIES AMERICAS INC.	$980K	12,050	+318	add
370	Polymer Capital Management (US) LLC	$979K	12,043	+3,024	add
371	Goldstone Financial Group, LLC	$977K	12,018	−913	trim
372	MAI Capital Management	$966K	11,876	+386	add
373	CAISSE DES DEPOTS ET CONSIGNATIONS	$961K	11,821	0	no change
374	PRUDENTIAL PLC	$958K	11,785	−134,538	trim
375	SECURIAN ASSET MANAGEMENT, INC	$955K	11,741	−100	trim
376	EXENCIAL WEALTH ADVISORS, LLC	$950K	11,689	+39	add
377	ASR Vermogensbeheer N.V.	$943K	11,602	+179	add
378	Envestnet Portfolio Solutions, Inc.	$943K	11,592	−4,222	trim
379	Sawyer & Company, Inc	$910K	11,193	−3,768	trim
380	NATIXIS	$907K	11,155	−234,816	trim
381	RFG Advisory, LLC	$903K	11,108	−3,083	trim
382	Cannell & Spears LLC	$895K	11,004	+6	add
383	Merit Financial Group, LLC	$890K	10,948	−1,452	trim
384	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$884K	10,870	−18	trim
385	BENJAMIN EDWARDS INC	$882K	10,850	+659	add
386	CHOREO, LLC	$878K	10,795	−1,467	trim
387	F/m Investments LLC	$868K	10,674	−9,681	trim
388	GTS SECURITIES LLC	$864K	10,626	+6,341	add
389	Sompo Asset Management Co., Ltd.	$864K	10,620	+310	add
390	EXCHANGE TRADED CONCEPTS, LLC	$860K	10,571	+9,559	add
391	D. E. Shaw & Co., Inc.	$859K	10,565	+6,005	add
392	Quadrature Capital Ltd	$857K	10,535	−18,579	trim
393	GARRISON BRADFORD & ASSOCIATES INC	$852K	10,475	−285	trim
394	Howard Capital Management, LLC	$839K	10,321	−1,463	trim
395	Barnett & Company, Inc.	$834K	10,253	+1,100	add
396	Horst & Graben Wealth Management LLC	$834K	9,990	−35	trim
397	MCF Advisors LLC	$814K	10,007	—	no prior
398	Retirement Planning Co of New England, Inc.	$813K	9,997	+1,280	add
399	Snowden Capital Advisors LLC	$808K	9,940	+495	add
400	Stratos Wealth Partners, LTD.	$797K	9,801	−827	trim
401	Berkeley Capital Partners, LLC	$790K	9,710	+6,864	add
402	Sustainable Insight Capital Management, LLC	$787K	9,682	+7,300	add
403	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$787K	9,679	−2,574	trim
404	Vontobel Holding Ltd.	$786K	9,662	+1,583	add
405	Spartan Wealth Advisory Services LLC	$769K	9,463	—	no prior
406	QUADRANT CAPITAL GROUP LLC	$767K	9,434	+4,261	add
407	Plato Investment Management Ltd	$748K	9,189	−12,847	trim
408	Beverly Hills Private Wealth, LLC	$746K	9,177	+6,497	add
409	Jacobi Capital Management LLC	$737K	9,064	+516	add
410	Emerald Investment Advisers, LLC	$731K	8,985	—	no prior
411	AE Wealth Management LLC	$729K	8,969	+702	add
412	44 WEALTH MANAGEMENT LLC	$728K	8,948	+943	add
413	First National Advisers, LLC	$712K	8,753	+5,728	add
414	MASTERINVEST Kapitalanlage GmbH	$694K	8,535	+2,324	add
415	Mirador Capital Partners LP	$688K	8,462	+524	add
416	Bryn Mawr Trust Advisors, LLC	$680K	8,363	+283	add
417	Herold Advisors, Inc.	$676K	8,314	+679	add
418	Wilmington Savings Fund Society, FSB	$673K	8,276	−60	trim
419	Quadrant Private Wealth Management, LLC	$671K	8,256	+2,783	add
420	Concurrent Investment Advisors, LLC	$664K	8,167	−732	trim
421	IVC Wealth Advisors LLC	$663K	8,157	−483	trim
422	TEMA ETFS LLC	$643K	7,904	+35	add
423	World Investment Advisors	$641K	7,882	+153	add
424	ONTARIO TEACHERS PENSION PLAN BOARD	$633K	7,781	−33,369	trim
425	Ignite Planners, LLC	$621K	7,650	−51	trim
426	Ipswich Investment Management Co., Inc.	$618K	7,606	−55	trim
427	Beacon Pointe Advisors, LLC	$609K	7,491	+1,579	add
428	COLDSTREAM CAPITAL MANAGEMENT INC	$605K	7,445	+826	add
429	CWM, LLC	$584K	7,184	−5,665	trim
430	Aptus Capital Advisors, LLC	$575K	7,071	−1,708	trim
431	J. Safra Sarasin Holding AG	$575K	7,085	+7,085	new
432	Midwest Trust Co	$574K	7,054	−1,437	trim
433	Sequoia Financial Advisors, LLC	$567K	6,972	−2,000	trim
434	PEAK6 LLC	$564K	6,940	−7,782	trim
435	Advyzon Investment Management, LLC	$559K	6,879	+3,872	add
436	Atom Investors LP	$557K	6,848	+6,848	new
437	Granite Investment Partners, LLC	$555K	6,826	−374	trim
438	DAVENPORT & Co LLC	$538K	6,621	−1,299	trim
439	Vise Technologies, Inc.	$537K	6,043	0	no change
440	TEACHER RETIREMENT SYSTEM OF TEXAS	$528K	6,499	−83,578	trim
441	Abel Hall, LLC	$525K	6,457	+207	add
442	Accurate Wealth Management, LLC	$522K	6,049	+1,354	add
443	CALDWELL SUTTER CAPITAL, INC.	$514K	6,319	+2,611	add
444	Bridgewater Advisors Inc.	$512K	9,587	−66	trim
445	Siemens Fonds Invest GmbH	$511K	6,288	+174	add
446	SAGESPRING WEALTH PARTNERS, LLC	$508K	6,250	+61	add
447	MGO ONE SEVEN LLC	$504K	6,194	−1,022	trim
448	Bayesian Capital Management, LP	$500K	6,148	+6,148	new
449	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$499K	6,132	−383,386	trim
450	FIDUCIARY TRUST CO	$494K	6,079	+6,079	new
451	Prestige Wealth Management Group LLC	$489K	6,014	+5,669	add
452	DIVERSIFIED MANAGEMENT INC	$488K	6,007	+6,007	new
453	SIGNATUREFD, LLC	$488K	6,003	−8,420	trim
454	Lighthouse Investment Partners, LLC	$488K	6,000	+6,000	new
455	Laurel Wealth Advisors LLC	$488K	5,385	0	no change
456	Probity Advisors, Inc.	$479K	5,894	+524	add
457	Allworth Financial LP	$475K	5,845	+35	add
458	Gilbert & Cook, Inc.	$471K	5,793	+73	add
459	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$471K	5,791	+103	add
460	PROFUND ADVISORS LLC	$468K	5,753	−1,743	trim
461	Everhart Financial Group, Inc.	$464K	5,703	+1,207	add
462	MOODY NATIONAL BANK TRUST DIVISION	$464K	5,703	−42	trim
463	United Asset Strategies, Inc.	$457K	5,619	+688	add
464	Callan Family Office, LLC	$454K	5,580	−956	trim
465	Quadcap Wealth Management, LLC	$447K	5,501	+56	add
466	Citizens Business Bank	$433K	5,330	−89	trim
467	Baird Financial Group, Inc.	$433K	5,324	+5,324	new
468	WOODWARD DIVERSIFIED CAPITAL, LLC	$429K	4,841	+314	add
469	Indivisible Partners	$423K	5,198	+1,616	add
470	Harvest Portfolios Group Inc.	$417K	5,133	−2,826	trim
471	Lido Advisors, LLC	$416K	5,112	−2,503	trim
472	1834 INVESTMENT ADVISORS CO	$413K	5,085	−42,496	trim
473	ANGELES WEALTH MANAGEMENT, LLC	$411K	5,060	−105	trim
474	Mariner, LLC	$408K	5,016	−2,584	trim
475	Capital International Sarl	$397K	4,881	+1,840	add
476	RITHOLTZ WEALTH MANAGEMENT	$392K	4,827	−7,455	trim
477	McGlone Suttner Wealth Management, Inc.	$391K	4,814	+363	add
478	EP Wealth Advisors, LLC	$389K	4,787	−918	trim
479	Salvus Wealth Management, LLC	$389K	4,785	−132	trim
480	Aprio Wealth Management, LLC	$388K	4,770	+1,836	add
481	Leonteq Securities AG	$387K	4,757	+2,204	add
482	EVERGREEN CAPITAL MANAGEMENT LLC	$387K	4,756	+4,756	new
483	Independent Advisor Alliance	$386K	4,746	−658	trim
484	Arax Advisory Partners	$386K	4,663	−3,634	trim
485	OpenArc Corporate Advisory, LLC	$362K	4,448	+4,448	new
486	Checchi Capital Advisers, LLC	$361K	4,444	+666	add
487	SITTNER & NELSON, LLC	$352K	4,333	+650	add
488	SCHMIDT P J INVESTMENT MANAGEMENT INC	$348K	4,286	−740	trim
489	Brookwood Investment Group LLC	$348K	4,281	+1,830	add
490	INSIGNEO ADVISORY SERVICES, LLC	$347K	4,269	+714	add
491	Apollon Wealth Management, LLC	$347K	4,267	−1,676	trim
492	NTV ASSET MANAGEMENT LLC	$344K	4,235	−361	trim
493	Forest Hill Capital, LLC	$342K	4,200	0	no change
494	BAILARD, INC.	$336K	4,137	+411	add
495	Ameritas Investment Partners, Inc.	$334K	4,104	0	no change
496	CAPSTONE INVESTMENT ADVISORS, LLC	$329K	4,052	−1,694	trim
497	Bill Few Associates, Inc.	$322K	3,957	−89	trim
498	CHICAGO TRUST Co NA	$319K	3,928	−20	trim
499	U.S. Capital Wealth Advisors, LLC	$317K	3,905	+73	add
500	Dorsey & Whitney Trust CO LLC	$314K	3,864	−463	trim

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

Congress ↔ notable managers · CCI

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: 5 Gilbert Ray Cisneros, Jr. D–CA-31, Josh Gottheimer D–NJ-5, Michael A. Rulli R–OH-6, Robert J. Wittman R–VA-1, Sheldon Whitehouse D–RI $5K–$75K

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 $16.0M held
Trimming: 1 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on CCI
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	Sale	$1K–$15K
2026-08-10	Josh Gottheimer Congress	Sale	$1K–$15K
2026-08-07	Michael A. Rulli Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-10	Robert J. Wittman Congress	Sale	$1K–$15K
2026-07-08	Sheldon Whitehouse Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+54,949 sh
2026-05-15	Bridgewater Associates 13F	add	+9,111 sh
2026-05-14	Caxton Associates 13F	exit	−4,842 sh

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

28 members of Congress disclosed CCI — the congressional view ↗