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 ↗

CHECK POINT SOFTWARE TECH LT · ORD · Q1 2026 · 12 members disclosed CHKP ↗

13F filers reporting this class for the quarter ended 2026-03-31: 489
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $8.0B
holders whose share count rose or who opened the position (new + add), by shares: 247
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 104

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 CHKP ranked by reported value, 1–25 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.2B	7,942,280	+5,051	ADD
2	BlackRock, Inc.	$925M	6,475,456	−183,978	TRIM
3	Boston Partners	$399M	2,794,400	+289,710	ADD
4	FIRST TRUST ADVISORS LP	$344M	2,407,814	−246,788	TRIM
5	STATE STREET CORP	$260M	1,821,533	−13,333	TRIM
6	DnB Asset Management AS	$254M	1,780,850	−39,489	TRIM
7	Legal & General Group Plc	$206M	1,441,078	+14,997	ADD
8	ALTRINSIC GLOBAL ADVISORS LLC	$198M	1,387,202	+273,097	ADD
9	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$181M	1,264,796	+30,897	ADD
10	WGI DM, LLC	$180M	1,259,565	−61,510	TRIM
11	DEUTSCHE BANK AG\	$168M	1,176,397	+21,333	ADD
12	NORDEA INVESTMENT MANAGEMENT AB	$163M	1,146,138	+39,840	ADD
13	MORGAN STANLEY	$163M	1,139,046	+297,145	ADD
14	LAZARD ASSET MANAGEMENT LLC	$116M	809,115	+112,713	ADD
15	BANK OF AMERICA CORP /DE/	$115M	808,428	+170,024	ADD
16	EARNEST PARTNERS LLC	$112M	781,672	+14,186	ADD
17	Pictet Asset Management Holding SA	$109M	763,045	+23,569	ADD
18	EDMOND DE ROTHSCHILD HOLDING S.A.	$107M	751,620	+153,754	ADD
19	NORTHERN TRUST CORP	$106M	742,866	−25,714	TRIM
20	CIBC Bancorp USA Inc.	$83.3M	582,524	—	NO PRIOR
21	Clark Capital Management Group, Inc.	$70.2M	491,298	+257,702	ADD
22	Capital World Investors	$69.4M	485,968	+96,930	ADD
23	Altshuler Shaham Ltd	$67.3M	470,784	−92,012	TRIM
24	Swedbank AB	$65.5M	458,650	+4,490	ADD
25	UBS Group AG	$65.1M	456,051	−160,290	TRIM

Show all 500 holders

13F holders of CHKP ranked by reported value, 26–500 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	VOYA INVESTMENT MANAGEMENT LLC	$61.0M	426,856	−117,719	TRIM
27	Qube Research & Technologies Ltd	$59.7M	417,840	+276,455	ADD
28	Freestone Grove Partners LP	$55.5M	388,273	+388,273	NEW
29	SEI INVESTMENTS CO	$55.4M	388,081	−2,881	TRIM
30	MENORA MIVTACHIM HOLDINGS LTD.	$54.3M	380,307	+163,000	ADD
31	ENVESTNET ASSET MANAGEMENT INC	$51.6M	360,999	+360,999	NEW
32	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$50.4M	352,779	+22,748	ADD
33	Nuveen, LLC	$50.3M	352,038	+825	ADD
34	CITADEL ADVISORS LLC	$47.5M	332,862	+172,749	ADD
35	Amundi	$45.7M	320,155	+97,975	ADD
36	Swiss National Bank	$45.2M	316,600	+70,500	ADD
37	COMPASS CAPITAL MANAGEMENT, INC	$44.0M	307,781	+16,441	ADD
38	D. E. Shaw & Co., Inc.	$43.7M	305,757	+39,168	ADD
39	ROYAL BANK OF CANADA	$43.1M	301,984	+301,984	NEW
40	WELLS FARGO & COMPANY/MN	$36.8M	257,944	+93,130	ADD
41	CANADA PENSION PLAN INVESTMENT BOARD	$36.6M	256,104	−408	TRIM
42	Robeco Institutional Asset Management B.V.	$35.9M	251,549	−97,546	TRIM
43	HSBC HOLDINGS PLC	$35.3M	247,094	+108,414	ADD
44	RENAISSANCE TECHNOLOGIES LLC	$34.2M	239,208	+239,208	NEW
45	Vident Advisory, LLC	$33.0M	230,840	−10,860	TRIM
46	Man Group plc	$32.7M	228,875	+139,577	ADD
47	ASSETMARK, INC	$32.0M	223,868	+10,903	ADD
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$30.8M	215,295	−12,607	TRIM
49	Alyeska Investment Group, L.P.	$30.5M	213,162	+115,480	ADD
50	Migdal Insurance & Financial Holdings Ltd.	$28.6M	200,000	+200,000	NEW
51	M&G Plc	$27.9M	194,812	+61,277	ADD
52	LPL Financial LLC	$25.5M	178,611	−28,291	TRIM
53	BRUNI J V & CO /CO	$24.9M	174,020	+684	ADD
54	FRANKLIN RESOURCES INC	$22.8M	159,855	−77,858	TRIM
55	MIZUHO MARKETS AMERICAS LLC	$22.7M	158,900	+137,235	ADD
56	RAYMOND JAMES FINANCIAL INC	$21.5M	150,853	−57,317	TRIM
57	VANGUARD ASSET MANAGEMENT, Ltd	$20.1M	141,032	—	NO PRIOR
58	MEITAV INVESTMENT HOUSE LTD	$19.5M	136,690	+6,573	ADD
59	Arbejdsmarkedets Tillaegspension	$18.9M	132,187	+12,359	ADD
60	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$17.7M	123,608	+15,997	ADD
61	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$17.6M	123,353	+47,900	ADD
62	Assenagon Asset Management S.A.	$16.8M	117,591	−45,216	TRIM
63	APG Asset Management N.V.	$16.8M	135,460	−16,301	TRIM
64	Invesco Ltd.	$16.5M	115,759	−1,850	TRIM
65	Martin Investment Management, LLC	$16.4M	114,636	−12,330	TRIM
66	MCRAE CAPITAL MANAGEMENT INC	$16.2M	113,533	+1,005	ADD
67	Harvey Partners, LLC	$15.6M	109,500	+109,500	NEW
68	CITIGROUP INC	$15.4M	107,774	−40,530	TRIM
69	Y-Intercept (Hong Kong) Ltd	$14.2M	99,169	+92,903	ADD
70	Mitsubishi UFJ Asset Management Co., Ltd.	$13.9M	97,021	+14,867	ADD
71	Asset Management One Co., Ltd.	$13.6M	95,438	+6,582	ADD
72	VANGUARD PORTFOLIO MANAGEMENT LLC	$13.5M	94,525	—	NO PRIOR
73	US BANCORP \DE\	$12.5M	87,513	−7,001	TRIM
74	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$12.4M	86,599	0	NO CHANGE
75	Cannell & Spears LLC	$12.1M	84,834	−5,850	TRIM
76	MML INVESTORS SERVICES, LLC	$12.1M	84,665	−27,735	TRIM
77	BANK OF MONTREAL /CAN/	$11.7M	82,127	+12,848	ADD
78	STOREBRAND ASSET MANAGEMENT AS	$11.3M	78,937	—	NO PRIOR
79	Cetera Investment Advisers	$11.2M	78,727	−6,945	TRIM
80	Zurcher Kantonalbank (Zurich Cantonalbank)	$11.0M	76,984	+76,984	NEW
81	MEYER HANDELMAN CO	$10.6M	74,092	+13,710	ADD
82	WORLDQUANT MILLENNIUM ADVISORS LLC	$10.5M	73,338	+60,108	ADD
83	Te Ahumairangi Investment Management Ltd	$10.3M	72,397	+10,781	ADD
84	Tidal Investments LLC	$10.2M	71,548	+71,548	NEW
85	VANGUARD CAPITAL MANAGEMENT LLC	$9.6M	66,992	—	NO PRIOR
86	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$9.2M	64,098	−5,713	TRIM
87	Vontobel Holding Ltd.	$8.9M	62,321	−2,910	TRIM
88	TD ASSET MANAGEMENT INC	$8.4M	58,645	+3,458	ADD
89	Aberdeen Group plc	$8.4M	58,490	+1,655	ADD
90	NorthCrest Asset Manangement, LLC	$8.1M	54,324	−20,292	TRIM
91	AQR CAPITAL MANAGEMENT LLC	$7.9M	55,559	+50,030	ADD
92	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$7.7M	54,248	+14,300	ADD
93	Heron Bay Capital Management	$7.7M	53,942	+33,616	ADD
94	ALLIANCEBERNSTEIN L.P.	$7.2M	39,016	+2,077	ADD
95	MACKENZIE FINANCIAL CORP	$7.2M	50,295	−1,197	TRIM
96	Korea Investment CORP	$7.2M	50,099	−2,887	TRIM
97	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$6.9M	48,541	+14,226	ADD
98	TRUIST FINANCIAL CORP	$6.9M	48,216	−3,320	TRIM
99	VICTORY CAPITAL MANAGEMENT INC	$6.8M	47,825	+47,825	NEW
100	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.8M	47,551	+34,708	ADD
101	Quantinno Capital Management LP	$6.8M	47,465	+5,528	ADD
102	Rockefeller Capital Management L.P.	$6.6M	46,457	−15,086	TRIM
103	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$6.6M	45,886	+3,173	ADD
104	Maytus Capital Management, LLC	$6.5M	45,590	+15,590	ADD
105	PUBLIC SECTOR PENSION INVESTMENT BOARD	$6.3M	44,157	+2,921	ADD
106	Cerity Partners LLC	$6.1M	42,987	−3,731	TRIM
107	Osmosis Investment Management UK Ltd	$6.1M	42,830	−2,990	TRIM
108	SEB Asset Management AB	$6.1M	42,733	—	NO PRIOR
109	Vanguard Investments Australia, Ltd.	$6.1M	42,683	—	NO PRIOR
110	Illinois Municipal Retirement Fund	$6.1M	42,444	−4,872	TRIM
111	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.0M	42,350	+12,980	ADD
112	OSAIC HOLDINGS, INC.	$5.9M	41,339	−1,325	TRIM
113	ROYAL LONDON ASSET MANAGEMENT LTD	$5.8M	40,592	+869	ADD
114	ROMANO BROTHERS AND COMPANY	$5.8M	40,335	0	NO CHANGE
115	State of New Jersey Common Pension Fund D	$5.6M	39,307	0	NO CHANGE
116	Schonfeld Strategic Advisors LLC	$5.5M	38,701	+38,701	NEW
117	Creative Planning	$5.2M	36,673	+5,648	ADD
118	Evercore Wealth Management, LLC	$5.2M	36,175	−25	TRIM
119	HighTower Advisors, LLC	$5.0M	34,985	−1,711	TRIM
120	NewEdge Wealth, LLC	$5.0M	34,872	+4,534	ADD
121	BNP Paribas Asset Management Holding S.A.	$4.9M	34,185	−192,423	TRIM
122	WELCH & FORBES LLC	$4.9M	33,995	0	NO CHANGE
123	CWM, LLC	$4.8M	33,914	−349	TRIM
124	Focus Partners Wealth	$4.8M	33,444	+325	ADD
125	Northwest Bancshares, Inc.	$4.6M	32,453	+1,465	ADD
126	BROWN CAPITAL MANAGEMENT LLC	$4.6M	32,253	−15,586	TRIM
127	FORA Capital, LLC	$4.6M	32,065	+22,820	ADD
128	World Investment Advisors	$4.5M	31,715	+1,569	ADD
129	TEACHER RETIREMENT SYSTEM OF TEXAS	$4.4M	31,030	−17,192	TRIM
130	NOMURA ASSET MANAGEMENT CO LTD	$4.3M	30,416	+111	ADD
131	Resona Asset Management Co.,Ltd.	$4.3M	30,206	−1,774	TRIM
132	FMR LLC	$4.2M	29,693	−6,613	TRIM
133	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$4.2M	29,562	−5,610	TRIM
134	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$4.2M	29,361	0	NO CHANGE
135	Meridiem Capital Partners LP	$4.2M	29,251	+29,251	NEW
136	Allianz Asset Management GmbH	$4.2M	29,178	−207	TRIM
137	XTX Topco Ltd	$4.2M	29,070	+18,998	ADD
138	MAI Capital Management	$4.0M	27,682	−590	TRIM
139	PRINCIPAL SECURITIES, INC.	$3.9M	27,157	+3,697	ADD
140	STATE OF WISCONSIN INVESTMENT BOARD	$3.9M	27,052	−14,100	TRIM
141	Skandinaviska Enskilda Banken AB (publ)	$3.8M	26,486	−400	TRIM
142	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.7M	26,216	+26,216	NEW
143	Steward Partners Investment Advisory, LLC	$3.7M	26,210	+3,675	ADD
144	PITTENGER & ANDERSON INC	$3.7M	26,018	+53	ADD
145	Retirement Systems of Alabama	$3.7M	25,734	−500	TRIM
146	PRINCIPAL FINANCIAL GROUP INC	$3.6M	25,392	−1,575	TRIM
147	1832 Asset Management L.P.	$3.6M	25,126	+1,650	ADD
148	PRUDENTIAL FINANCIAL INC	$3.5M	24,315	+18,726	ADD
149	SCHRODER INVESTMENT MANAGEMENT GROUP	$3.5M	24,294	−878,756	TRIM
150	Artemis Investment Management LLP	$3.5M	24,228	−36,014	TRIM
151	AMERICAN CENTURY COMPANIES INC	$3.4M	23,513	−5,741	TRIM
152	EFG International AG	$3.3M	23,220	+172	ADD
153	AIMZ Investment Advisors, LLC	$3.3M	23,024	−400	TRIM
154	First Nebraska Trust Co	$3.3M	22,958	—	NO PRIOR
155	PANAGORA ASSET MANAGEMENT INC	$3.3M	22,915	−32,359	TRIM
156	Vestmark Advisory Solutions, Inc.	$3.3M	22,813	−8,054	TRIM
157	Mariner, LLC	$3.2M	22,406	−5,185	TRIM
158	ASR Vermogensbeheer N.V.	$3.2M	22,182	−424	TRIM
159	WCG Wealth Advisors LLC	$3.1M	21,833	+1,634	ADD
160	Aware Super Pty Ltd as trustee of Aware Super	$3.1M	21,787	—	NO PRIOR
161	GREENUP STREET WEALTH MANAGEMENT LLC	$3.1M	21,763	+21,763	NEW
162	Engineers Gate Manager LP	$3.1M	21,425	+18,373	ADD
163	Lafayette Investments, Inc.	$3.1M	21,408	−720	TRIM
164	Chevy Chase Trust Holdings, LLC	$3.0M	21,317	−1,092	TRIM
165	HUSSMAN STRATEGIC ADVISORS, INC.	$3.0M	21,000	0	NO CHANGE
166	Caption Management, LLC	$2.9M	20,214	+20,214	NEW
167	Inspire Investing, LLC	$2.9M	20,170	+5,662	ADD
168	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$2.9M	20,061	−35	TRIM
169	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$2.9M	20,000	+20,000	NEW
170	Investment Management Corp of Ontario	$2.8M	19,834	+10,517	ADD
171	Aquatic Capital Management LLC	$2.8M	19,813	+19,813	NEW
172	3Chopt Investment Partners, LLC	$2.8M	19,796	−146	TRIM
173	OPPENHEIMER & CO INC	$2.8M	19,254	+1,930	ADD
174	Keel Point, LLC	$2.7M	19,045	+201	ADD
175	Lansforsakringar Fondforvaltning AB (publ)	$2.7M	19,000	+687	ADD
176	Dai-ichi Life Insurance Company, Ltd	$2.7M	18,881	−1,328	TRIM
177	BW Gestao de Investimentos Ltda.	$2.6M	18,125	+18,125	NEW
178	NewEdge Advisors, LLC	$2.5M	17,315	+17,315	NEW
179	Orion Porfolio Solutions, LLC	$2.5M	17,260	−10,490	TRIM
180	IFM Investors Pty Ltd	$2.5M	17,255	0	NO CHANGE
181	BLAIR WILLIAM & CO/IL	$2.4M	16,641	−3,913	TRIM
182	WELLINGTON MANAGEMENT GROUP LLP	$2.4M	16,471	+276	ADD
183	Federation des caisses Desjardins du Quebec	$2.3M	16,287	+2,564	ADD
184	USS Investment Management Ltd	$2.3M	16,233	+531	ADD
185	Corient Private Wealth LLC	$2.3M	16,172	−25,387	TRIM
186	Private Harbour Investment Management & Counsel, LLC	$2.3M	16,049	−139	TRIM
187	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$2.3M	16,000	0	NO CHANGE
188	Mitsubishi UFJ Trust & Banking Corp	$2.3M	15,885	−11,571	TRIM
189	Atria Investments, Inc	$2.2M	15,296	−8,026	TRIM
190	Grantham, Mayo, Van Otterloo & Co. LLC	$2.2M	15,274	+7,183	ADD
191	Banque Cantonale Vaudoise	$2.2M	15,139	−347	TRIM
192	COMMONWEALTH EQUITY SERVICES, LLC	$2.1M	15,031	−1,929	TRIM
193	TWO SIGMA INVESTMENTS, LP	$2.1M	14,900	+4,044	ADD
194	CIBC Asset Management Inc	$2.1M	14,879	+2,265	ADD
195	Limestone Investment Advisors LP	$2.0M	14,300	0	NO CHANGE
196	Gradient Investments LLC	$2.0M	14,239	+14,239	NEW
197	TRITONPOINT WEALTH, LLC	$2.0M	13,922	+2	ADD
198	EPACRIA CAPITAL PARTNERS, LLC	$2.0M	13,808	+633	ADD
199	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.9M	13,271	−1,011	TRIM
200	BROWN ADVISORY INC	$1.9M	13,197	+74	ADD
201	DIMENSIONAL FUND ADVISORS LP	$1.9M	13,128	−186	TRIM
202	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.9M	13,021	−6,158	TRIM
203	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.8M	12,865	+12,865	NEW
204	Janus Henderson Group Ltd.	$1.8M	12,779	−38,275	TRIM
205	Yelin Lapidot Holdings Management Ltd.	$1.8M	12,713	+10	ADD
206	STIFEL FINANCIAL CORP	$1.8M	12,311	−5,685	TRIM
207	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.7M	12,202	+12,202	NEW
208	Resonant Capital Advisors, LLC	$1.7M	11,934	+3,886	ADD
209	INTECH INVESTMENT MANAGEMENT LLC	$1.7M	11,903	−49,282	TRIM
210	L2 Asset Management, LLC	$1.7M	11,889	−13,261	TRIM
211	Lifestyle Asset Management, Inc.	$1.7M	11,862	+11,862	NEW
212	Northwest & Ethical Investments L.P.	$1.7M	11,858	+3,739	ADD
213	Sierra Legacy Group	$1.6M	11,358	+341	ADD
214	S&T BANK/PA	$1.6M	11,129	−4,678	TRIM
215	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.6M	11,112	+32	ADD
216	Capital Investment Counsel, Inc	$1.6M	10,889	+7,954	ADD
217	Pathstone Holdings, LLC	$1.4M	10,012	+735	ADD
218	Diversified Trust Co	$1.4M	9,890	−85	TRIM
219	MGO ONE SEVEN LLC	$1.4M	9,800	+1,739	ADD
220	GHP Investment Advisors, Inc.	$1.4M	9,776	+2,761	ADD
221	Moors & Cabot, Inc.	$1.4M	9,720	−100	TRIM
222	Glen Eagle Advisors, LLC	$1.4M	9,561	−7,740	TRIM
223	BCGM Wealth Management, LLC	$1.4M	9,548	+484	ADD
224	NLB Skladi, upravljanje premozenja, d.o.o.	$1.3M	9,430	0	NO CHANGE
225	DAYMARK WEALTH PARTNERS, LLC	$1.3M	9,161	+1,325	ADD
226	Utah Retirement Systems	$1.3M	9,157	−226	TRIM
227	EXENCIAL WEALTH ADVISORS, LLC	$1.3M	8,981	+8,981	NEW
228	HARBOUR INVESTMENT MANAGEMENT LLC	$1.2M	8,720	−940	TRIM
229	MILLENNIUM MANAGEMENT LLC	$1.2M	8,582	−42,090	TRIM
230	Sequoia Financial Advisors, LLC	$1.2M	8,487	+391	ADD
231	Vanguard Global Advisers, LLC	$1.2M	8,209	—	NO PRIOR
232	&PARTNERS	$1.2M	8,115	+8,115	NEW
233	Robertson Stephens Wealth Management, LLC	$1.1M	7,995	+434	ADD
234	Mirae Asset Global Investments Co., Ltd.	$1.1M	7,895	+911	ADD
235	Daiwa Securities Group Inc.	$1.1M	7,889	−22,057	TRIM
236	Merit Financial Group, LLC	$1.1M	7,670	−9,979	TRIM
237	Voya Financial Advisors, Inc.	$1.1M	7,734	+834	ADD
238	OMERS ADMINISTRATION Corp	$1.1M	7,376	+2,600	ADD
239	MACQUARIE GROUP LTD	$1.0M	7,290	−2,796	TRIM
240	National Pension Service	$1.0M	7,200	+7,200	NEW
241	Nutshell Asset Management Ltd	$1.0M	7,144	−23,489	TRIM
242	WOLVERINE ASSET MANAGEMENT LLC	$1.0M	7,025	+7,025	NEW
243	Laird Norton Wetherby Trust Company, LLC	$976K	6,833	−737	TRIM
244	Capital Investment Advisory Services, LLC	$941K	6,590	+265	ADD
245	HF Advisory Group, LLC	$939K	6,575	+2,677	ADD
246	Richard Bernstein Advisors LLC	$939K	6,573	0	NO CHANGE
247	CWA Asset Management Group, LLC	$916K	6,412	−44	TRIM
248	Kingsview Wealth Management, LLC	$905K	6,338	+4,056	ADD
249	Philip James Wealth Mangement, LLC	$885K	6,192	+1,463	ADD
250	TWIN CITY PRIVATE WEALTH, LLC	$881K	6,164	+324	ADD
251	Cape Investment Advisory, Inc.	$879K	6,151	−79	TRIM
252	Vanguard Personalized Indexing Management, LLC	$873K	6,114	−1,038	TRIM
253	NOVEM GROUP	$868K	6,074	+327	ADD
254	OneDigital Investment Advisors LLC	$859K	6,015	+1,075	ADD
255	Encompass More Asset Management	$854K	5,980	+5,980	NEW
256	FIRST WILSHIRE SECURITIES MANAGEMENT INC	$846K	5,922	+1,608	ADD
257	GeoWealth Management, LLC	$841K	5,888	+383	ADD
258	FOX RUN MANAGEMENT, L.L.C.	$834K	5,903	+2,887	ADD
259	Graham Capital Management, L.P.	$819K	5,730	−35,040	TRIM
260	Suncoast Equity Management	$804K	5,625	−805	TRIM
261	RITHOLTZ WEALTH MANAGEMENT	$780K	5,457	−93	TRIM
262	CIBC WORLD MARKET INC.	$779K	5,450	+3,457	ADD
263	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$777K	5,442	+281	ADD
264	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$770K	5,387	0	NO CHANGE
265	Bank Julius Baer & Co. Ltd, Zurich	$751K	5,260	−1,874	TRIM
266	M&T BANK CORP	$744K	5,205	−112	TRIM
267	QUADRANT CAPITAL GROUP LLC	$742K	5,194	−35	TRIM
268	BURNEY CO/	$735K	5,146	−288	TRIM
269	MONARCH CAPITAL MANAGEMENT INC	$727K	5,087	+1,648	ADD
270	ALPS ADVISORS INC	$718K	5,025	+751	ADD
271	Brookstone Capital Management	$717K	5,018	−65	TRIM
272	Sanctuary Advisors, LLC	$717K	5,016	−1,319	TRIM
273	KESTRA PRIVATE WEALTH SERVICES, LLC	$716K	5,014	+153	ADD
274	HUB Investment Partners, LLC	$715K	5,007	+3	ADD
275	Cresset Asset Management, LLC	$711K	4,978	+401	ADD
276	GUERRA PAN ADVISORS, LLC	$694K	4,859	−54	TRIM
277	Legacy Wealth Asset Management, LLC	$688K	4,814	−2,817	TRIM
278	Geneos Wealth Management Inc.	$683K	4,780	−266	TRIM
279	Kestra Advisory Services, LLC	$681K	4,770	−480	TRIM
280	Hennion & Walsh Asset Management, Inc.	$675K	4,726	−91	TRIM
281	Eurizon Capital SGR S.p.A.	$661K	4,639	+4,639	NEW
282	GATEWAY INVESTMENT ADVISERS LLC	$658K	4,605	−6,496	TRIM
283	ELEVATION POINT WEALTH PARTNERS, LLC	$658K	4,604	+1,658	ADD
284	Bricktown Capital, LLC	$657K	4,600	+4,600	NEW
285	Beacon Pointe Advisors, LLC	$650K	4,552	+2,480	ADD
286	Gateway Wealth Partners, LLC	$650K	4,549	+4,549	NEW
287	IMC-Chicago, LLC	$633K	4,432	+4,432	NEW
288	TOKIO MARINE ASSET MANAGEMENT CO LTD	$628K	4,396	+1,012	ADD
289	EVERGREEN CAPITAL MANAGEMENT LLC	$627K	4,388	−5,249	TRIM
290	Aberdeen Wealth Management LLC	$626K	4,385	0	NO CHANGE
291	GRIMES & Co WEALTH MANAGEMENT, LLC	$621K	4,345	0	NO CHANGE
292	Private Advisor Group, LLC	$606K	4,243	−153	TRIM
293	CRUX WEALTH ADVISORS	$604K	4,231	+17	ADD
294	Maia Wealth LLC	$602K	4,215	−1,246	TRIM
295	Advisory Advocates, LLC	$594K	4,160	—	NO PRIOR
296	Marshall Financial Group, LLC	$592K	4,142	+156	ADD
297	Wynn Capital, LLC	$578K	4,045	+65	ADD
298	Henshaw Capital LLC	$566K	3,963	—	NO PRIOR
299	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$547K	58,016	+53,322	ADD
300	Marex Group Ltd	$544K	3,809	+2,383	ADD
301	MERCER GLOBAL ADVISORS INC /ADV	$544K	3,807	−871	TRIM
302	TD Waterhouse Canada Inc.	$524K	3,594	+107	ADD
303	State of Wyoming	$521K	3,648	−415	TRIM
304	Clearstead Advisors, LLC	$504K	3,529	−20	TRIM
305	Qsemble Capital Management, LP	$500K	3,498	+50	ADD
306	Inspire Advisors, LLC	$499K	3,493	+710	ADD
307	Lighthouse Investment Partners, LLC	$497K	3,479	+3,479	NEW
308	SkyOak Wealth, LLC	$486K	3,400	+1,100	ADD
309	Woodline Partners LP	$480K	3,362	+3,362	NEW
310	MOODY NATIONAL BANK TRUST DIVISION	$478K	3,349	−21	TRIM
311	Snowden Capital Advisors LLC	$475K	3,322	+636	ADD
312	Wealth Intelligence, LLC	$471K	3,298	+3,298	NEW
313	Ensign Peak Advisors, Inc	$464K	3,250	−500	TRIM
314	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$463K	3,239	+3,239	NEW
315	Composition Wealth, LLC	$452K	3,164	+539	ADD
316	Brevan Howard Capital Management LP	$448K	3,137	+3,137	NEW
317	SIGNATUREFD, LLC	$444K	3,108	+247	ADD
318	Alpha Omega Wealth Management LLC	$432K	3,025	0	NO CHANGE
319	Richard P Slaughter Associates Inc	$428K	2,995	−600	TRIM
320	INCEPTIONR LLC	$416K	2,910	+2,910	NEW
321	Unison Advisors LLC	$415K	2,904	0	NO CHANGE
322	SPWM Advisors LLC	$409K	3,519	−524	TRIM
323	Sendero Wealth Management, LLC	$406K	2,840	−73	TRIM
324	Strategic Global Advisors, LLC	$400K	2,803	−16,645	TRIM
325	TWINBEECH CAPITAL LP	$400K	2,800	+2,800	NEW
326	Qtron Investments LLC	$389K	2,723	0	NO CHANGE
327	Blue Trust, Inc.	$387K	2,709	+832	ADD
328	Eurizon SLJ Capital Ltd	$386K	2,737	−1,708	TRIM
329	MATHER GROUP, LLC.	$373K	2,614	−63	TRIM
330	Peak Planning Group, LLC	$372K	2,606	0	NO CHANGE
331	Van Diest Capital, LLC	$372K	2,602	+401	ADD
332	D.A. DAVIDSON & CO.	$371K	2,595	+2,595	NEW
333	Taylor Hoffman Capital Management LLC	$371K	2,595	+169	ADD
334	Sowell Financial Services LLC	$368K	2,573	+1,285	ADD
335	MQS Management LLC	$365K	2,555	+622	ADD
336	Red Wave Investments LLC	$365K	2,554	+159	ADD
337	KING LUTHER CAPITAL MANAGEMENT CORP	$360K	2,518	−32	TRIM
338	Perigon Wealth Management, LLC	$358K	2,505	−131	TRIM
339	OP Asset Management Ltd	$352K	2,464	—	NO PRIOR
340	One Wealth Map LLC	$346K	3,018	−75	TRIM
341	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$339K	2,370	+2,370	NEW
342	Heritage Family Offices, LLP	$331K	2,320	−1,653	TRIM
343	Caprock Group, LLC	$330K	2,307	−173	TRIM
344	HB Wealth Management, LLC	$321K	2,250	−163	TRIM
345	J. Safra Sarasin Holding AG	$319K	2,236	+258	ADD
346	Andina Capital Management, LLC	$317K	2,221	+2,221	NEW
347	PEAK6 LLC	$314K	2,195	+2,195	NEW
348	Envestnet Portfolio Solutions, Inc.	$311K	2,178	+2,178	NEW
349	Metis Global Partners, LLC	$306K	2,142	+285	ADD
350	PRELUDE CAPITAL MANAGEMENT, LLC	$305K	2,132	−1,541	TRIM
351	PARSONS CAPITAL MANAGEMENT INC/RI	$304K	2,131	0	NO CHANGE
352	JANE STREET GROUP, LLC	$294K	2,060	−1,506	TRIM
353	ROBERTS GLORE & CO INC /IL/	$292K	2,047	+110	ADD
354	Ameritas Advisory Services, LLC	$292K	2,045	+704	ADD
355	Aries Wealth Management	$289K	2,023	0	NO CHANGE
356	GUGGENHEIM CAPITAL LLC	$283K	1,984	−687	TRIM
357	FMA Wealth Management, LLC	$280K	1,960	0	NO CHANGE
358	FIDUCIARY TRUST CO	$279K	1,954	+21	ADD
359	Advisors Asset Management, Inc.	$271K	1,894	+1,046	ADD
360	Transamerica Financial Advisors, LLC	$270K	1,891	+1,146	ADD
361	Oregon Pacific Wealth Management, LLC	$267K	1,872	−4	TRIM
362	Wellington Grp LLC	$266K	1,863	—	NO PRIOR
363	Apollon Wealth Management, LLC	$259K	1,811	−131	TRIM
364	QRG CAPITAL MANAGEMENT, INC.	$257K	1,802	+1,802	NEW
365	Csenge Advisory Group	$257K	1,800	+1,800	NEW
366	Drucker Wealth 3.0, LLC	$257K	1,798	−144	TRIM
367	Hardworking Capital Advisors, LLC	$252K	1,762	+452	ADD
368	Waverly Advisors, LLC	$248K	1,733	−512	TRIM
369	BALDWIN WEALTH PARTNERS LLC/MA	$247K	1,728	−75	TRIM
370	COLDSTREAM CAPITAL MANAGEMENT INC	$243K	1,704	−665	TRIM
371	Lombard Odier Asset Management (Switzerland) SA	$243K	1,702	+1,702	NEW
372	Aprio Wealth Management, LLC	$243K	1,701	+39	ADD
373	Sepio Capital, LP	$238K	1,663	−16	TRIM
374	Intesa Sanpaolo S.p.A.	$236K	1,655	−1,200	TRIM
375	DAVENPORT & Co LLC	$235K	1,645	−846	TRIM
376	Cassaday & Co Wealth Management LLC	$233K	1,632	+1	ADD
377	Savvy Advisors, Inc.	$231K	1,616	+249	ADD
378	PCM Encore, LLC	$231K	1,616	+122	ADD
379	HEADINVEST, LLC	$230K	1,613	−90	TRIM
380	Summit Trail Advisors, LLC	$227K	1,592	+1,592	NEW
381	Kathmere Capital Management, LLC	$226K	1,581	−622	TRIM
382	R Squared Ltd	$225K	1,578	+1,578	NEW
383	Independence Wealth Advisors, LLC	$225K	1,577	−138	TRIM
384	Ritter Daniher Financial Advisory LLC / DE	$225K	1,575	+36	ADD
385	AE Wealth Management LLC	$224K	1,568	−68	TRIM
386	Koshinski Asset Management, Inc.	$219K	1,535	−1,850	TRIM
387	BAXTER BROS INC	$211K	1,475	0	NO CHANGE
388	Integrated Advisors Network LLC	$211K	1,475	+220	ADD
389	Pinnacle Financial Partners, Inc.	$209K	1,461	+76	ADD
390	Kenora Financial, LLC	$209K	1,460	0	NO CHANGE
391	U.S. Capital Wealth Advisors, LLC	$206K	1,445	+1,445	NEW
392	Leonard Rickey Investment Advisors P.L.L.C.	$206K	1,444	+91	ADD
393	Voleon Capital Management LP	$201K	1,407	−17,566	TRIM
394	CREDIT AGRICOLE S A	$201K	1,406	−453	TRIM
395	JMN Financial LLC	$201K	1,405	—	NO PRIOR
396	Westerkirk Capital Inc.	$171K	1,200	0	NO CHANGE
397	EASTERN BANK	$167K	1,172	−18	TRIM
398	Triumph Capital Management	$158K	1,105	+114	ADD
399	Allworth Financial LP	$150K	1,050	+191	ADD
400	Manchester Capital Management LLC	$143K	1,000	0	NO CHANGE
401	MCF Advisors LLC	$143K	1,000	—	NO PRIOR
402	DARA CAPITAL US, INC.	$137K	960	0	NO CHANGE
403	Wealth Enhancement Trust Services, Inc.	$136K	950	+950	NEW
404	Larson Financial Group LLC	$135K	945	−600	TRIM
405	FIFTH THIRD BANCORP	$109K	766	+241	ADD
406	Pinnacle Wealth Planning Services, Inc.	$101K	704	−174	TRIM
407	Groupe la Francaise	$97.4K	682	0	NO CHANGE
408	Smartleaf Asset Management LLC	$95.9K	679	+61	ADD
409	Wilmington Savings Fund Society, FSB	$89.3K	625	−1,560	TRIM
410	Annis Gardner Whiting Capital Advisors, LLC	$85.7K	600	0	NO CHANGE
411	Grove Bank & Trust	$85.1K	596	+102	ADD
412	DekaBank Deutsche Girozentrale	$84.7K	582,869	0	NO CHANGE
413	Penserra Capital Management LLC	$75.7K	529,951	+36,369	ADD
414	BOK Financial Private Wealth, Inc.	$71.0K	497	0	NO CHANGE
415	Bernard Wealth Management Corp.	$58.4K	409	0	NO CHANGE
416	CENTRAL TRUST Co	$48.6K	340	0	NO CHANGE
417	Cromwell Holdings LLC	$47.3K	331	+219	ADD
418	Atlantic Union Bankshares Corp	$40.9K	286	−30	TRIM
419	SALEM INVESTMENT COUNSELORS INC	$39.4K	276	+276	NEW
420	Costello Asset Management, INC	$38.6K	270	0	NO CHANGE
421	CANADA LIFE ASSURANCE Co	$38.4K	269,040	+33,675	ADD
422	Medallion Wealth Advisors, LLC	$36.1K	253	—	NO PRIOR
423	WealthCollab, LLC	$35.3K	247	+77	ADD
424	OSSIAM	$31.6K	221	+56	ADD
425	CNB Bank	$28.6K	200	0	NO CHANGE
426	UMB Bank, n.a.	$28.3K	198	+4	ADD
427	Signature Equity Partners, LLC	$27.0K	189	+189	NEW
428	ELEVATION WEALTH PARTNERS, LLC	$25.4K	178	0	NO CHANGE
429	True Wealth Design, LLC	$24.9K	174	+141	ADD
430	MV CAPITAL MANAGEMENT, INC.	$21.4K	150	0	NO CHANGE
431	BEACON INVESTMENT ADVISORY SERVICES, INC.	$20.7K	145	+145	NEW
432	Measured Wealth Private Client Group, LLC	$18.6K	130	0	NO CHANGE
433	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$17.1K	120	−2,335	TRIM
434	NFSG Corp	$17.1K	120	0	NO CHANGE
435	Owl Creek Wealth Partners LLC	$17.1K	120	—	NO PRIOR
436	PEAPACK GLADSTONE FINANCIAL CORP	$16.3K	114,089	+3,929	ADD
437	Legacy Wealth Managment, LLC/ID	$16.1K	113	0	NO CHANGE
438	KBC Group NV	$14.5K	101,665	−14,564	TRIM
439	Truvestments Capital LLC	$14.3K	100	0	NO CHANGE
440	HM PAYSON & CO	$14.3K	100	0	NO CHANGE
441	JNBA Financial Advisors	$14.3K	100	0	NO CHANGE
442	Murphy & Mullick Capital Management Corp	$14.3K	100	+100	NEW
443	Miller Capital Partners, Inc.	$13.7K	96	0	NO CHANGE
444	Financial Freedom, LLC	$12.4K	87	+87	NEW
445	MONTAG A & ASSOCIATES INC	$12.3K	86	0	NO CHANGE
446	Evelyn Partners Asset Management Ltd	$12.3K	86	0	NO CHANGE
447	Vestcor Inc	$11.4K	79,594	+5,802	ADD
448	Community Financial Services Group, LLC	$10.5K	72	+72	NEW
449	Parkside Financial Bank & Trust	$10.4K	73	−24	TRIM
450	Vermillion Wealth Management, Inc.	$10.1K	71	0	NO CHANGE
451	Elequin Capital, LP	$10.0K	70	+45	ADD
452	BROWN, LISLE/CUMMINGS, INC.	$9.7K	68	+68	NEW
453	Addison Advisors LLC	$8.0K	56	+32	ADD
454	Rakuten Securities, Inc.	$7.0K	49	+8	ADD
455	TD Capital Management LLC	$6.4K	45	0	NO CHANGE
456	Cherry Tree Wealth Management, LLC	$5.9K	41	0	NO CHANGE
457	New England Capital Financial Advisors LLC	$5.0K	35	0	NO CHANGE
458	Caitong International Asset Management Co., Ltd	$4.9K	34	−27	TRIM
459	CHILTON CAPITAL MANAGEMENT LLC	$4.7K	33	−33	TRIM
460	Spire Wealth Management	$4.4K	31	0	NO CHANGE
461	Fairman Group, LLC	$4.4K	31	0	NO CHANGE
462	BANK HAPOALIM BM	$4.4K	30,896	−1,237	TRIM
463	Prestige Wealth Management Group LLC	$4.3K	30	0	NO CHANGE
464	CVA Family Office, LLC	$4.0K	28	+17	ADD
465	Hunter Perkins Capital Management, LLC	$3.5K	24,736	+2,416	ADD
466	Scarborough Advisors, LLC	$3.4K	24	−47	TRIM
467	Destiny Wealth Partners, LLC	$3.1K	22	+22	NEW
468	DHJJ Financial Advisors, Ltd.	$3.1K	22	0	NO CHANGE
469	Cambridge Investment Research Advisors, Inc.	$3.0K	21,155	−2,970	TRIM
470	Wesleyan Assurance Society	$2.5K	17,500	0	NO CHANGE
471	AMERIFLEX GROUP, INC.	$2.1K	15	+15	NEW
472	HighMark Wealth Management LLC	$2.1K	15	0	NO CHANGE
473	PARK AVENUE SECURITIES LLC	$2.1K	14,425	+5,254	ADD
474	Physician Wealth Advisors, Inc.	$2.0K	14	−1	TRIM
475	Tower Research Capital LLC (TRC)	$1.6K	11	+11	NEW
476	SHP Wealth Management	$1.3K	9	+4	ADD
477	Bayforest Capital Ltd	$1.1K	8	+8	NEW
478	Burk Holdings LLC	$714	5	+5	NEW
479	Purpose Unlimited Inc.	$713	5	0	NO CHANGE
480	Virtu Financial LLC	$682	4,772	+4,772	NEW
481	Analyst IMS Investment Management Services Ltd.	$603	4,223	0	NO CHANGE
482	FINANCIAL CONSULATE, INC	$572	4	+4	NEW
483	N.E.W. Advisory Services LLC	$571	4	0	NO CHANGE
484	WPG Advisers, LLC	$571	4	0	NO CHANGE
485	Abound Wealth Management	$429	3	+1	ADD
486	Wall Street Financial Group, Inc.	$429	3	+3	NEW
487	CENTAURUS FINANCIAL, INC.	$383	2,683	−358	TRIM
488	MidFirst Bank	$143	1	+1	NEW
489	Godfrey Financial Associates, Inc.	$143	1	0	NO CHANGE
490	VANGUARD GROUP INC	—	—	—	n/c
491	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
492	Sculptor Capital LP	—	—	—	n/c
493	CIBC Private Wealth Group LLC	—	—	—	n/c
494	Alpha Cubed Investments, LLC	—	—	—	n/c
495	Meridian Wealth Management, LLC	—	—	—	n/c
496	Global Retirement Partners, LLC	—	—	—	n/c
497	TUCKER ASSET MANAGEMENT LLC	—	—	—	n/c
498	SageView Advisory Group, LLC	—	—	—	n/c
499	Elevated Private Wealth, LLC	—	—	—	n/c
500	GLENMEDE TRUST CO NA	—	—	−1,828	EXIT

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

Congress ↔ notable managers · CHKP

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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: 0 — $0 held
Trimming: 1 Bridgewater Associates $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · CHECK POINT SOFTWARE TECH LT

Merged timeline of congressional filings and notable-manager moves on CHKP
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	EXIT	−138,471 sh

1 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.