Who holds CHRWticker 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 ↗

C H ROBINSON WORLDWIDE IN · COM NEW · quarter ended 2026-03-31 · 4 members disclosed CHRW ↗

611

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

$16.9B

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

593

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

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 CHRW ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.7B	9,990,821	+9,990,821	new
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	7,705,632	—	no prior
3	STATE STREET CORP	$1.1B	6,446,343	+6,446,343	new
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$994M	5,986,470	—	no prior
5	First Eagle Investment Management, LLC	$952M	5,729,983	+5,729,983	new
6	FMR LLC	$728M	4,382,460	+4,382,460	new
7	WELLINGTON MANAGEMENT GROUP LLP	$646M	3,889,342	+3,889,342	new
8	WCM INVESTMENT MANAGEMENT, LLC	$580M	3,581,536	+3,581,536	new
9	Boston Partners	$460M	2,766,323	+2,766,323	new
10	MORGAN STANLEY	$357M	2,147,783	+2,147,783	new
11	Invesco Ltd.	$328M	1,974,775	+1,974,775	new
12	Select Equity Group, L.P.	$326M	1,962,544	+1,962,544	new
13	NORTHERN TRUST CORP	$294M	1,770,631	+1,770,631	new
14	FIRST TRUST ADVISORS LP	$273M	1,643,687	+1,643,687	new
15	UBS Group AG	$267M	1,608,274	+1,608,274	new
16	RAYMOND JAMES FINANCIAL INC	$224M	1,360,578	+1,360,578	new
17	D. E. Shaw & Co., Inc.	$219M	1,317,655	+1,317,655	new
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$197M	1,184,207	+1,184,207	new
19	VOYA INVESTMENT MANAGEMENT LLC	$189M	1,138,173	+1,138,173	new
20	DIMENSIONAL FUND ADVISORS LP	$182M	1,094,992	+1,094,992	new
21	Cresset Asset Management, LLC	$178M	1,070,027	+1,070,027	new
22	BANK OF AMERICA CORP /DE/	$175M	1,055,602	+1,055,602	new
23	Capital World Investors	$173M	1,041,892	+1,041,892	new
24	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$173M	1,041,658	+1,041,658	new
25	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$171M	1,030,737	+1,030,737	new
26	ALLIANCEBERNSTEIN L.P.	$157M	978,075	+978,075	new
27	ProShare Advisors LLC	$156M	939,060	+939,060	new
28	MAIRS & POWER INC	$141M	848,203	+848,203	new
29	US BANCORP \DE\	$126M	759,370	+759,370	new
30	JUPITER ASSET MANAGEMENT LTD	$119M	718,534	+718,534	new
31	VANGUARD FIDUCIARY TRUST CO	$111M	668,171	—	no prior
32	SEI INVESTMENTS CO	$110M	659,932	+659,932	new
33	ENVESTNET ASSET MANAGEMENT INC	$108M	652,361	+652,361	new
34	AQR CAPITAL MANAGEMENT LLC	$101M	608,813	+608,813	new
35	DEUTSCHE BANK AG\	$101M	605,173	+605,173	new
36	TD ASSET MANAGEMENT INC	$96.1M	578,410	+578,410	new
37	COATUE MANAGEMENT LLC	$95.2M	573,010	+573,010	new
38	Nuveen, LLC	$89.8M	540,525	+540,525	new
39	Legal & General Group Plc	$87.2M	525,320	+525,320	new
40	MILLENNIUM MANAGEMENT LLC	$79.1M	476,557	+476,557	new
41	NOMURA ASSET MANAGEMENT CO LTD	$77.8M	468,227	+468,227	new
42	PRINCIPAL FINANCIAL GROUP INC	$72.2M	434,580	+434,580	new
43	WESTFIELD CAPITAL MANAGEMENT CO LP	$71.3M	429,500	+429,500	new
44	EARNEST PARTNERS LLC	$70.8M	426,386	+426,386	new
45	SCHRODER INVESTMENT MANAGEMENT GROUP	$67.6M	417,762	+417,762	new
46	Epoch Investment Partners, Inc.	$63.6M	383,223	+383,223	new
47	NORDEA INVESTMENT MANAGEMENT AB	$60.1M	366,747	+366,747	new
48	1832 Asset Management L.P.	$59.0M	355,320	+355,320	new
49	Swiss National Bank	$57.6M	346,700	+346,700	new
50	Electron Capital Partners, LLC	$56.7M	341,356	+341,356	new
51	Amundi	$56.2M	338,574	+338,574	new
52	Gotham Asset Management, LLC	$55.6M	334,752	+334,752	new
53	CITADEL ADVISORS LLC	$55.5M	333,977	+333,977	new
54	HSBC HOLDINGS PLC	$53.3M	321,232	+321,232	new
55	Qube Research & Technologies Ltd	$52.8M	318,047	+318,047	new
56	Alyeska Investment Group, L.P.	$52.5M	315,982	+315,982	new
57	Interval Partners, LP	$51.7M	311,369	+311,369	new
58	WELLS FARGO & COMPANY/MN	$49.3M	296,967	+296,967	new
59	Mitsubishi UFJ Asset Management Co., Ltd.	$48.7M	293,029	+293,029	new
60	Vest Financial, LLC	$47.9M	288,686	+288,686	new
61	Zurich Insurance Group Ltd/FI	$46.0M	277,285	+277,285	new
62	JENNISON ASSOCIATES LLC	$45.3M	272,861	+272,861	new
63	BNP Paribas Asset Management Holding S.A.	$42.2M	254,338	+254,338	new
64	Ashton Thomas Private Wealth, LLC	$42.2M	253,860	+253,860	new
65	Vanguard Global Advisers, LLC	$41.7M	251,150	—	no prior
66	M.D. Sass, LLC	$37.5M	225,964	+225,964	new
67	Anomaly Capital Management, LP	$36.5M	219,645	+219,645	new
68	Eurizon Capital SGR S.p.A.	$36.2M	217,931	+217,931	new
69	Allianz Asset Management GmbH	$36.1M	217,430	+217,430	new
70	PFA Pension, Forsikringsaktieselskab	$32.7M	197,054	+197,054	new
71	ROYAL BANK OF CANADA	$30.9M	186,073	+186,073	new
72	Rockefeller Capital Management L.P.	$29.4M	177,320	+177,320	new
73	WORLDQUANT MILLENNIUM ADVISORS LLC	$27.3M	164,187	+164,187	new
74	BANK OF MONTREAL /CAN/	$26.4M	159,030	+159,030	new
75	FRANKLIN RESOURCES INC	$26.0M	156,793	+156,793	new
76	RENAISSANCE TECHNOLOGIES LLC	$24.8M	149,508	+149,508	new
77	CITIGROUP INC	$24.5M	147,421	+147,421	new
78	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$23.3M	140,426	+140,426	new
79	Berger Financial Group, Inc	$22.8M	137,295	+137,295	new
80	Accredited Investors Inc.	$22.0M	132,568	+132,568	new
81	Quantinno Capital Management LP	$22.0M	132,259	+132,259	new
82	ASSETMARK, INC	$21.1M	127,164	+127,164	new
83	Savant Capital, LLC	$19.3M	116,491	+116,491	new
84	Clarkston Capital Partners, LLC	$19.2M	115,533	+115,533	new
85	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$19.1M	115,000	+115,000	new
86	APG Asset Management N.V.	$19.0M	131,788	+131,788	new
87	MARSICO CAPITAL MANAGEMENT LLC	$18.8M	113,211	+113,211	new
88	LPL Financial LLC	$18.6M	112,283	+112,283	new
89	Cetera Investment Advisers	$18.3M	109,938	+109,938	new
90	STOREBRAND ASSET MANAGEMENT AS	$18.2M	109,698	—	no prior
91	Rivermont Capital Management LP	$18.2M	109,293	+109,293	new
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$17.9M	107,514	+107,514	new
93	AVIVA PLC	$17.4M	104,606	+104,606	new
94	STATE OF WISCONSIN INVESTMENT BOARD	$16.3M	97,908	+97,908	new
95	Zurcher Kantonalbank (Zurich Cantonalbank)	$15.2M	91,290	+91,290	new
96	TEACHER RETIREMENT SYSTEM OF TEXAS	$15.1M	91,010	+91,010	new
97	EXCHANGE TRADED CONCEPTS, LLC	$15.0M	90,201	+90,201	new
98	Alberta Investment Management Corp	$14.8M	89,385	+89,385	new
99	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$14.8M	89,145	+89,145	new
100	Man Group plc	$14.6M	87,654	+87,654	new
101	Swiss Life Asset Management Ltd	$14.5M	87,031	+87,031	new
102	NOVARE CAPITAL MANAGEMENT LLC	$13.7M	82,309	+82,309	new
103	ADAGE CAPITAL PARTNERS GP, L.L.C.	$13.5M	81,294	+81,294	new
104	AMERICAN CENTURY COMPANIES INC	$13.1M	78,989	+78,989	new
105	STIFEL FINANCIAL CORP	$12.9M	77,419	+77,419	new
106	Pictet Asset Management Holding SA	$12.7M	76,302	+76,302	new
107	Illinois Municipal Retirement Fund	$12.7M	76,224	+76,224	new
108	Trexquant Investment LP	$12.6M	75,701	+75,701	new
109	GUGGENHEIM CAPITAL LLC	$11.6M	69,704	+69,704	new
110	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.4M	68,502	+68,502	new
111	Empowered Funds, LLC	$11.1M	66,724	+66,724	new
112	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$11.0M	66,217	+66,217	new
113	WealthTrust Asset Management, LLC	$10.9M	65,608	+65,608	new
114	TRUIST FINANCIAL CORP	$10.8M	64,943	+64,943	new
115	Ensign Peak Advisors, Inc	$10.6M	63,980	+63,980	new
116	Squarepoint Ops LLC	$10.5M	63,440	+63,440	new
117	OPPENHEIMER ASSET MANAGEMENT INC.	$10.5M	63,017	+63,017	new
118	LBP AM SA	$10.4M	62,481	+62,481	new
119	Aberdeen Group plc	$10.1M	60,977	+60,977	new
120	VANGUARD ASSET MANAGEMENT, Ltd	$9.8M	58,979	—	no prior
121	Chevy Chase Trust Holdings, LLC	$9.7M	58,629	+58,629	new
122	Asset Management One Co., Ltd.	$9.7M	58,212	+58,212	new
123	PRUDENTIAL FINANCIAL INC	$9.6M	57,945	+57,945	new
124	Meiji Yasuda Asset Management Co Ltd.	$9.5M	57,451	+57,451	new
125	Korea Investment CORP	$9.5M	57,042	+57,042	new
126	National Pension Service	$9.4M	56,716	+56,716	new
127	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$9.3M	55,879	+55,879	new
128	Vanguard Investments Australia, Ltd.	$9.2M	55,221	—	no prior
129	Baird Financial Group, Inc.	$9.2M	55,117	+55,117	new
130	FEDERATED HERMES, INC.	$9.0M	54,464	+54,464	new
131	FIFTH THIRD BANCORP	$9.0M	53,913	+53,913	new
132	AE Wealth Management LLC	$8.6M	51,805	+51,805	new
133	Resona Asset Management Co.,Ltd.	$8.6M	52,022	+52,022	new
134	CANADA PENSION PLAN INVESTMENT BOARD	$8.1M	48,906	+48,906	new
135	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.1M	48,606	+48,606	new
136	Creative Planning	$7.8M	46,900	+46,900	new
137	SEB Asset Management AB	$7.5M	44,984	—	no prior
138	Swedbank AB	$7.4M	44,561	+44,561	new
139	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.3M	43,800	+43,800	new
140	ASR Vermogensbeheer N.V.	$7.2M	43,439	+43,439	new
141	Robeco Institutional Asset Management B.V.	$7.1M	43,054	+43,054	new
142	Uniting Wealth Partners, LLC	$7.1M	42,485	+42,485	new
143	Aventail Capital Group, LP	$6.9M	41,371	+41,371	new
144	AIMZ Investment Advisors, LLC	$6.7M	40,456	+40,456	new
145	State of New Jersey Common Pension Fund D	$6.7M	40,171	+40,171	new
146	Lansforsakringar Fondforvaltning AB (publ)	$6.6M	39,669	+39,669	new
147	ZACKS INVESTMENT MANAGEMENT	$6.5M	38,935	+38,935	new
148	Tredje AP-fonden	$6.0M	35,975	+35,975	new
149	BOOTHBAY FUND MANAGEMENT, LLC	$5.9M	35,459	+35,459	new
150	Pathstone Holdings, LLC	$5.8M	34,789	+34,789	new
151	MML INVESTORS SERVICES, LLC	$5.7M	34,207	+34,207	new
152	Tidal Investments LLC	$5.7M	34,093	+34,093	new
153	Mirae Asset Global Investments Co., Ltd.	$5.6M	33,889	+33,889	new
154	Eliot Finkel Investment Counsel, LLC	$5.6M	33,790	+33,790	new
155	Y-Intercept (Hong Kong) Ltd	$5.5M	33,230	+33,230	new
156	Corient Private Wealth LLC	$5.5M	33,304	+33,304	new
157	NATIONAL BANK OF CANADA /FI/	$5.4M	32,601	+32,601	new
158	Candriam S.C.A.	$5.4M	32,485	+32,485	new
159	Czech National Bank	$5.4M	32,306	+32,306	new
160	Arizona State Retirement System	$5.3M	32,101	+32,101	new
161	FORA Capital, LLC	$5.3M	31,909	+31,909	new
162	PICTON MAHONEY ASSET MANAGEMENT	$5.2M	31,606	+31,606	new
163	Triasima Portfolio Management inc.	$5.2M	31,305	+31,305	new
164	WEYBOSSET RESEARCH & MANAGEMENT LLC	$5.1M	30,851	+30,851	new
165	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.1M	30,807	+30,807	new
166	CIBC Bancorp USA Inc.	$5.1M	30,753	—	no prior
167	CIBC Asset Management Inc	$5.1M	30,549	+30,549	new
168	MERCER GLOBAL ADVISORS INC /ADV	$5.0M	30,188	+30,188	new
169	HighTower Advisors, LLC	$4.9M	29,713	+29,713	new
170	Brevan Howard Capital Management LP	$4.7M	28,281	+28,281	new
171	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.6M	27,632	+27,632	new
172	Elo Mutual Pension Insurance Co	$4.4M	26,538	+26,538	new
173	Kinloch Capital, LLC	$4.3M	26,188	+26,188	new
174	PATTON FUND MANAGEMENT, INC.	$4.2M	25,515	+25,515	new
175	Federation des caisses Desjardins du Quebec	$4.2M	25,362	+25,362	new
176	Retirement Systems of Alabama	$4.2M	25,190	+25,190	new
177	AZZAD ASSET MANAGEMENT INC /ADV	$4.0M	24,241	+24,241	new
178	XTX Topco Ltd	$3.9M	23,727	+23,727	new
179	Silvant Capital Management LLC	$3.9M	23,244	+23,244	new
180	Woodline Partners LP	$3.9M	23,215	+23,215	new
181	IFM Investors Pty Ltd	$3.8M	23,024	+23,024	new
182	XPONANCE LLC	$3.8M	22,724	+22,724	new
183	Nicholas Investment Partners, LP	$3.8M	22,663	+22,663	new
184	Daiwa Securities Group Inc.	$3.6M	21,934	+21,934	new
185	Sequoia Financial Advisors, LLC	$3.6M	21,434	+21,434	new
186	Atria Investments, Inc	$3.5M	21,355	+21,355	new
187	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.5M	21,318	+21,318	new
188	KIRR MARBACH & CO LLC /IN/	$3.5M	21,194	+21,194	new
189	OSAIC HOLDINGS, INC.	$3.4M	20,648	+20,648	new
190	Vanguard Personalized Indexing Management, LLC	$3.4M	20,626	+20,626	new
191	MACKENZIE FINANCIAL CORP	$3.4M	20,392	+20,392	new
192	Trilogy Capital Inc.	$3.3M	20,097	+20,097	new
193	NATIXIS	$3.3M	20,066	+20,066	new
194	BLAIR WILLIAM & CO/IL	$3.3M	19,876	+19,876	new
195	Axecap Investments, LLC	$3.3M	19,695	+19,695	new
196	Aspire Capital Advisors LLC	$3.3M	19,634	+19,634	new
197	Utah Retirement Systems	$3.2M	19,208	+19,208	new
198	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.2M	19,180	+19,180	new
199	INTECH INVESTMENT MANAGEMENT LLC	$3.1M	18,943	+18,943	new
200	Neumann Capital Management, LLC	$3.1M	18,640	+18,640	new
201	ARQ WEALTH ADVISORS, LLC	$3.1M	18,555	+18,555	new
202	JACKSON SQUARE CAPITAL, LLC	$3.0M	17,939	+17,939	new
203	OP Asset Management Ltd	$2.9M	17,683	—	no prior
204	Richard Bernstein Advisors LLC	$2.9M	17,311	+17,311	new
205	Cerity Partners LLC	$2.9M	17,284	+17,284	new
206	Rakuten Investment Management, Inc.	$2.8M	17,580	+17,580	new
207	OneDigital Investment Advisors LLC	$2.8M	17,033	+17,033	new
208	NEOS Investment Management LLC	$2.8M	16,931	+16,931	new
209	Bridgewater Associates, LP	$2.8M	16,919	+16,919	new
210	TD Waterhouse Canada Inc.	$2.8M	16,668	+16,668	new
211	Guardian Wealth Advisors, LLC	$2.8M	16,696	+16,696	new
212	BANK OF NOVA SCOTIA	$2.7M	16,462	+16,462	new
213	RITHOLTZ WEALTH MANAGEMENT	$2.7M	16,353	+16,353	new
214	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.7M	16,279	+16,279	new
215	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.7M	16,073	+16,073	new
216	COMMONWEALTH EQUITY SERVICES, LLC	$2.6M	15,916	+15,916	new
217	Vestmark Advisory Solutions, Inc.	$2.6M	15,915	+15,915	new
218	M&T BANK CORP	$2.6M	15,735	+15,735	new
219	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$2.6M	15,500	+15,500	new
220	Vision Capital Management, Inc.	$2.5M	15,109	+15,109	new
221	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.5M	15,044	+15,044	new
222	Verition Fund Management LLC	$2.5M	14,958	+14,958	new
223	REGIONS FINANCIAL CORP	$2.4M	14,722	+14,722	new
224	Envestnet Portfolio Solutions, Inc.	$2.4M	14,660	+14,660	new
225	Monument Capital Management	$2.4M	14,580	+14,580	new
226	Lido Advisors, LLC	$2.4M	14,153	+14,153	new
227	Bank Julius Baer & Co. Ltd, Zurich	$2.3M	14,393	+14,393	new
228	Meiji Yasuda Life Insurance Co	$2.3M	13,984	+13,984	new
229	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.3M	13,641	+13,641	new
230	Southeast Asset Advisors, LLC	$2.3M	13,593	+13,593	new
231	Merit Financial Group, LLC	$2.2M	13,542	+13,542	new
232	Texas Yale Capital Corp.	$2.2M	13,225	+13,225	new
233	CWM, LLC	$2.1M	12,728	+12,728	new
234	Numerai GP LLC	$2.1M	12,625	+12,625	new
235	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.1M	12,620	+12,620	new
236	OMERS ADMINISTRATION Corp	$2.1M	12,409	+12,409	new
237	Generali Asset Management SPA SGR	$2.0M	12,255	+12,255	new
238	Sanctuary Advisors, LLC	$2.0M	12,161	+12,161	new
239	SCOTIA CAPITAL INC.	$2.0M	12,136	+12,136	new
240	Dynamic Technology Lab Private Ltd	$2.0M	11,862	+11,862	new
241	Oak Thistle LLC	$2.0M	11,794	+11,794	new
242	CenterBook Partners LP	$2.0M	11,749	+11,749	new
243	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.0M	11,746	+11,746	new
244	J. Safra Sarasin Holding AG	$1.9M	11,745	+11,745	new
245	Janus Henderson Group Ltd.	$1.9M	11,240	+11,240	new
246	MACQUARIE GROUP LTD	$1.9M	11,221	+11,221	new
247	ELEVATION POINT WEALTH PARTNERS, LLC	$1.8M	11,031	+11,031	new
248	Sustainable Insight Capital Management, LLC	$1.8M	10,832	+10,832	new
249	BENJAMIN EDWARDS INC	$1.8M	10,673	+10,673	new
250	FIRST CITIZENS BANK & TRUST CO	$1.8M	10,585	+10,585	new
251	GATEWAY INVESTMENT ADVISERS LLC	$1.7M	10,364	+10,364	new
252	COMMERCE BANK	$1.7M	10,216	+3,558	add
253	Norinchukin Bank, The	$1.7M	9,974	+9,974	new
254	Callan Family Office, LLC	$1.7M	9,943	+9,943	new
255	CREDIT AGRICOLE S A	$1.6M	9,868	+9,868	new
256	Genus Capital Management Inc.	$1.6M	9,700	+9,700	new
257	Rafferty Asset Management, LLC	$1.6M	9,612	+9,612	new
258	FULTON BANK, N.A.	$1.6M	9,570	+9,570	new
259	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$1.6M	9,555	+9,555	new
260	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	$1.6M	9,545	+9,545	new
261	JANE STREET GROUP, LLC	$1.6M	9,465	+9,465	new
262	&PARTNERS	$1.5M	9,290	+9,290	new
263	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.5M	9,171	+9,171	new
264	Beacon Capital Management, LLC	$1.5M	9,158	+9,158	new
265	Orion Porfolio Solutions, LLC	$1.5M	8,972	+8,972	new
266	LOWE BROCKENBROUGH & CO INC	$1.5M	8,962	+8,962	new
267	Summit Trail Advisors, LLC	$1.5M	8,868	+8,868	new
268	BROWN ADVISORY INC	$1.5M	8,834	+8,834	new
269	Grantham, Mayo, Van Otterloo & Co. LLC	$1.4M	8,555	+8,555	new
270	Waverly Advisors, LLC	$1.4M	8,551	+8,551	new
271	Twelve Points Wealth Management LLC	$1.4M	8,495	+8,495	new
272	Investment Management Corp of Ontario	$1.4M	8,448	+8,448	new
273	Concurrent Investment Advisors, LLC	$1.4M	8,337	+8,337	new
274	Mutual Advisors, LLC	$1.4M	8,278	+8,278	new
275	Rodgers Brothers Inc.	$1.4M	8,275	+8,275	new
276	ABN AMRO INVESTMENT SOLUTIONS	$1.4M	8,213	+8,213	new
277	FORTRESS PRIVATE LEDGER, LLC	$1.4M	8,186	+8,186	new
278	Harvest Investment Services, LLC	$1.3M	8,036	+8,036	new
279	HANCOCK WHITNEY CORP	$1.3M	7,334	+7,334	new
280	ROYAL LONDON ASSET MANAGEMENT LTD	$1.3M	7,889	+7,889	new
281	Hudson Bay Capital Management LP	$1.3M	7,800	+7,800	new
282	Linden Thomas Advisory Services, LLC	$1.3M	7,649	+7,649	new
283	U.S. Capital Wealth Advisors, LLC	$1.3M	7,593	+7,593	new
284	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.2M	7,482	+7,482	new
285	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.2M	7,453	+7,453	new
286	Goelzer Investment Management, Inc.	$1.2M	7,223	+7,223	new
287	MIZUHO SECURITIES USA LLC	$1.2M	7,171	+7,171	new
288	NORDEN GROUP LLC	$1.2M	7,166	+7,166	new
289	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.2M	7,095	+7,095	new
290	United Asset Strategies, Inc.	$1.2M	6,991	+6,991	new
291	Portside Wealth Group, LLC	$1.2M	6,949	+6,949	new
292	Three Seasons Wealth, LLC	$1.1M	6,876	+6,876	new
293	Murphy Pohlad Asset Management LLC	$1.1M	6,887	+6,887	new
294	Assenagon Asset Management S.A.	$1.1M	6,881	+6,881	new
295	Atom Investors LP	$1.1M	6,837	+6,837	new
296	AMF Tjanstepension AB	$1.1M	6,772	+6,772	new
297	Kestra Advisory Services, LLC	$1.1M	6,708	+6,708	new
298	DAVENPORT & Co LLC	$1.1M	6,708	+6,708	new
299	PACK Private Wealth, LLC	$1.1M	6,620	+6,620	new
300	CASTLEARK MANAGEMENT LLC	$1.1M	6,600	+6,600	new
301	Friedenthal Financial	$1.1M	6,466	+6,466	new
302	Perbak Capital Partners LLP	$1.1M	6,419	+6,419	new
303	Impact Partnership Wealth, LLC	$1.1M	6,375	+6,375	new
304	Graham Capital Management, L.P.	$1.0M	6,300	+6,300	new
305	Aster Capital Management (DIFC) Ltd	$1.0M	10,198	+10,198	new
306	Tevis Investment Management	$1.0M	6,255	+6,255	new
307	CIBC WORLD MARKET INC.	$1.0M	6,232	+6,232	new
308	Northstar Advisory Group, LLC	$1.0M	6,212	+6,212	new
309	Steward Partners Investment Advisory, LLC	$1.0M	6,167	+6,167	new
310	Siemens Fonds Invest GmbH	$1.0M	6,147	+6,147	new
311	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$996K	5,997	+5,997	new
312	Aquatic Capital Management LLC	$978K	5,887	+5,887	new
313	Maryland State Retirement & Pension System	$973K	5,857	+5,857	new
314	Auxano Advisors, LLC	$970K	5,840	+5,840	new
315	HB Wealth Management, LLC	$968K	5,827	+5,827	new
316	Vident Advisory, LLC	$968K	5,826	+5,826	new
317	Qsemble Capital Management, LP	$959K	5,775	+5,775	new
318	Jefferies Financial Group Inc.	$949K	5,715	+5,715	new
319	Metis Global Partners, LLC	$948K	5,711	+5,711	new
320	TOKIO MARINE ASSET MANAGEMENT CO LTD	$928K	5,589	+5,589	new
321	Wealthfront Advisers LLC	$919K	5,536	+5,536	new
322	LMR Partners LLP	$915K	5,512	+5,512	new
323	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$913K	5,500	+5,500	new
324	Private Advisor Group, LLC	$907K	5,460	+5,460	new
325	Empirical Asset Management, LLC	$905K	5,452	+5,452	new
326	Calamos Advisors LLC	$877K	5,278	+5,278	new
327	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$860K	5,178	+5,178	new
328	ROBERTS GLORE & CO INC /IL/	$856K	5,153	+5,153	new
329	Allspring Global Investments Holdings, LLC	$855K	5,077	+5,077	new
330	Quantum Portfolio Management LLC	$852K	5,128	+5,128	new
331	Polymer Capital Management (US) LLC	$847K	5,100	+5,100	new
332	Inspire Investing, LLC	$847K	5,100	+5,100	new
333	MONTAG A & ASSOCIATES INC	$843K	5,039	+5,039	new
334	COLDSTREAM CAPITAL MANAGEMENT INC	$840K	5,053	+5,053	new
335	Qtron Investments LLC	$825K	4,966	+4,966	new
336	Compound Planning, Inc.	$814K	4,903	+4,903	new
337	Sowell Financial Services LLC	$812K	4,889	+4,889	new
338	JOHNSON INVESTMENT COUNSEL INC	$809K	4,871	+4,871	new
339	CHOREO, LLC	$806K	4,836	+4,836	new
340	MUFG Securities EMEA plc	$805K	4,847	+4,847	new
341	Machina Capital S.A.S.	$800K	4,815	+4,815	new
342	LONDON CO OF VIRGINIA	$792K	4,767	+4,767	new
343	Focus Partners Wealth	$787K	4,730	+4,730	new
344	Perpetual Ltd	$783K	4,714	+4,714	new
345	Osmosis Investment Management UK Ltd	$780K	4,683	+4,683	new
346	WRIGHT INVESTORS SERVICE INC	$760K	4,578	+4,578	new
347	Three Bridge Wealth Advisors, LLC	$753K	4,519	+4,519	new
348	CHESAPEAKE CAPITAL CORP /IL/	$751K	4,522	+4,522	new
349	Caprock Group, LLC	$747K	4,477	+4,477	new
350	QUADRANT CAPITAL GROUP LLC	$747K	4,501	+4,501	new
351	Pflug Koory, LLC	$747K	4,497	+4,497	new
352	Farringdon Capital, Ltd.	$730K	4,397	+4,397	new
353	Great Diamond Partners, LLC	$702K	4,230	+4,230	new
354	Empirical Finance, LLC	$702K	4,227	+4,227	new
355	Lantz Financial LLC	$699K	4,208	+4,208	new
356	Gibbs Wealth Management	$692K	4,167	+4,167	new
357	D.A. DAVIDSON & CO.	$685K	4,127	+4,127	new
358	MANGROVE PARTNERS IM, LLC	$678K	4,084	+4,084	new
359	Inspire Advisors, LLC	$676K	4,070	+4,070	new
360	NOMURA HOLDINGS INC	$674K	4,060	+4,060	new
361	K.J. Harrison & Partners Inc	$664K	4,000	+4,000	new
362	Avantax Planning Partners, Inc.	$642K	3,864	+3,864	new
363	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$630K	3,795	+3,795	new
364	PRUDENTIAL PLC	$629K	3,789	+3,789	new
365	Avidian Wealth Enterprises, LLC	$629K	3,785	+3,785	new
366	Deseret Mutual Benefit Administrators	$622K	3,746	+3,746	new
367	Vinva Investment Management Ltd	$602K	3,720	+3,720	new
368	Dickmeyer Boyce Financial Management, Inc.	$598K	3,599	—	no prior
369	Independent Advisor Alliance	$597K	3,594	+3,594	new
370	Vise Technologies, Inc.	$590K	3,673	+3,673	new
371	Hudson Portfolio Management LLC	$589K	3,545	+3,545	new
372	Apollon Wealth Management, LLC	$583K	3,513	+3,513	new
373	WINTON GROUP Ltd	$580K	3,493	+3,493	new
374	POTENTIA WEALTH	$563K	3,393	+3,393	new
375	Global X Japan Co., Ltd.	$557K	3,351	+3,351	new
376	Legacy Capital Group California, Inc.	$553K	3,327	+3,327	new
377	Mariner, LLC	$551K	3,317	+3,317	new
378	MAI Capital Management	$535K	3,222	+3,222	new
379	MMBG INVESTMENT ADVISORS CO.	$533K	3,200	+3,200	new
380	KEYBANK NATIONAL ASSOCIATION/OH	$524K	3,153	+3,153	new
381	Index Technologies Group LLC	$520K	3,130	+3,130	new
382	Philip James Wealth Mangement, LLC	$517K	3,113	+3,113	new
383	Sierra Legacy Group	$503K	3,030	+3,030	new
384	Empower Advisory Group, LLC	$496K	2,986	+2,986	new
385	One Wealth Advisors, LLC	$483K	2,911	+2,911	new
386	Beacon Pointe Advisors, LLC	$481K	2,896	+2,896	new
387	STEPHENS INC /AR/	$480K	2,888	+2,888	new
388	Integris Wealth Management, LLC	$473K	2,848	+2,848	new
389	PANAGORA ASSET MANAGEMENT INC	$473K	2,847	+2,847	new
390	HOLDERNESS INVESTMENTS CO	$462K	2,783	+2,783	new
391	Ballentine Partners, LLC	$462K	2,780	+2,780	new
392	ING GROEP NV	$457K	2,754	+2,754	new
393	MIRABELLA FINANCIAL SERVICES LLP	$455K	2,739	+2,739	new
394	OLD NATIONAL BANCORP /IN/	$450K	2,707	+2,707	new
395	AXQ CAPITAL, LP	$438K	2,638	+2,638	new
396	Blue Trust, Inc.	$435K	2,621	+2,621	new
397	EXENCIAL WEALTH ADVISORS, LLC	$434K	2,613	+2,613	new
398	Cherokee Insurance Co	$432K	2,600	+2,600	new
399	WESPAC Advisors, LLC	$424K	2,554	+2,554	new
400	WealthPlan Investment Management, LLC	$421K	2,537	+2,537	new
401	QRG CAPITAL MANAGEMENT, INC.	$419K	2,525	+2,525	new
402	BALYASNY ASSET MANAGEMENT L.P.	$414K	2,490	+2,490	new
403	Clarion Wealth Managment Partners, LLC	$413K	2,488	+2,488	new
404	Focus Financial Network, Inc.	$403K	2,420	+2,420	new
405	Soltis Investment Advisors LLC	$400K	2,410	+2,410	new
406	Palisade Asset Management, LLC	$400K	2,409	+2,409	new
407	Precision Wealth Strategies, LLC	$399K	2,405	+2,405	new
408	Smartleaf Asset Management LLC	$398K	2,458	+2,458	new
409	BARD ASSOCIATES INC	$396K	2,377	+2,377	new
410	Laird Norton Wetherby Trust Company, LLC	$393K	2,356	+2,356	new
411	Avior Wealth Management, LLC	$390K	2,348	+2,348	new
412	NewEdge Advisors, LLC	$390K	2,347	+2,347	new
413	Pasadena Private Wealth, LLC	$386K	2,326	+2,326	new
414	Cynosure Group, LLC	$382K	2,301	+2,301	new
415	Phoenix Wealth Advisors	$377K	2,273	+2,273	new
416	Alliance Wealth Advisors, LLC /UT	$375K	2,256	+2,256	new
417	Revisor Wealth Management LLC	$374K	2,291	+2,291	new
418	TWO SIGMA SECURITIES, LLC	$366K	2,203	+2,203	new
419	EVOKE WEALTH, LLC	$366K	2,190	+2,190	new
420	Ascentis Independent Advisors	$365K	2,195	+2,195	new
421	Wagner Wealth Management, Corp	$364K	2,194	+2,194	new
422	CFS Investment Advisory Services, LLC	$364K	1,999	+1,999	new
423	Rehmann Capital Advisory Group	$355K	2,137	+2,137	new
424	GC Wealth Management RIA, LLC	$350K	2,107	+2,107	new
425	MATHER GROUP, LLC.	$342K	2,060	+2,060	new
426	PRINCIPAL SECURITIES, INC.	$333K	2,007	+2,007	new
427	Essex LLC	$332K	2,000	+2,000	new
428	GW HENSSLER & ASSOCIATES LTD	$329K	1,982	+1,982	new
429	DIVERSIFY WEALTH MANAGEMENT, LLC	$329K	1,763	+1,763	new
430	Chicago Partners Investment Group LLC	$329K	1,802	+1,802	new
431	Brendel Financial Advisors LLC	$328K	1,978	+1,978	new
432	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$324K	1,951	+1,951	new
433	Sagewood Asset Management LP	$322K	1,940	+1,940	new
434	JOSH ARNOLD INVESTMENT CONSULTANT, LLC	$321K	1,930	+1,930	new
435	Sound Financial Strategies Group, LLC	$319K	1,918	+1,918	new
436	State of Wyoming	$318K	1,916	+1,916	new
437	Gladstone Institutional Advisory LLC	$310K	1,868	+1,868	new
438	Richwood Investment Advisors, LLC	$310K	1,864	+1,864	new
439	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	$307K	1,848	+1,848	new
440	PERSONAL CFO SOLUTIONS, LLC	$306K	1,835	+1,835	new
441	Savvy Advisors, Inc.	$301K	1,812	+1,812	new
442	PRELUDE CAPITAL MANAGEMENT, LLC	$297K	1,786	+1,786	new
443	Gateway Wealth Partners, LLC	$296K	1,782	+1,782	new
444	SAGESPRING WEALTH PARTNERS, LLC	$294K	1,772	+1,772	new
445	Blueshift Asset Management, LLC	$293K	1,764	+1,764	new
446	Sivia Capital Partners, LLC	$292K	1,761	+1,761	new
447	Advyzon Investment Management, LLC	$289K	1,738	+1,738	new
448	BBR PARTNERS, LLC	$283K	1,705	+1,705	new
449	Tower Research Capital LLC (TRC)	$283K	1,705	+1,705	new
450	Bannerstone Capital Management, LLC	$281K	1,693	—	no prior
451	Avantra Family Wealth, Inc.	$279K	1,683	+1,683	new
452	MGO ONE SEVEN LLC	$278K	1,677	+1,677	new
453	TABR Capital Management, LLC	$275K	1,656	+1,656	new
454	Fieldview Capital Management, LLC	$272K	1,639	+1,639	new
455	PCB Capital LLC	$272K	1,639	—	no prior
456	GeoWealth Management, LLC	$270K	1,622	+1,622	new
457	Checchi Capital Advisers, LLC	$267K	1,610	+1,610	new
458	Arax Advisory Partners	$267K	1,609	+1,609	new
459	Advisor OS, LLC	$267K	1,609	+1,609	new
460	Stirlingshire Investments, Inc.	$267K	1,603	+1,603	new
461	Vontobel Holding Ltd.	$263K	1,584	+1,584	new
462	Retireful, LLC	$262K	1,580	+1,580	new
463	TWO SIGMA INVESTMENTS, LP	$262K	1,579	+1,579	new
464	SYM FINANCIAL Corp	$261K	1,572	+1,572	new
465	Brown Miller Wealth Management, LLC	$255K	1,535	+1,535	new
466	Allworth Financial LP	$254K	1,532	+1,532	new
467	ALERUS FINANCIAL NA	$253K	1,525	+1,525	new
468	Frank, Rimerman Advisors LLC	$250K	1,507	+1,507	new
469	Blue Capital, Inc.	$247K	1,488	+1,488	new
470	Marks Group Wealth Management, Inc	$247K	1,486	+1,486	new
471	Snowden Capital Advisors LLC	$245K	1,470	+1,470	new
472	EVOLVE PRIVATE WEALTH, LLC	$245K	1,476	+1,476	new
473	World Investment Advisors	$243K	1,464	+1,464	new
474	Tradition Wealth Management, LLC	$243K	1,462	+1,462	new
475	Armor Investment Advisors, LLC	$243K	1,462	+1,462	new
476	Kingsview Wealth Management, LLC	$242K	1,456	+1,456	new
477	Astoria Portfolio Advisors LLC.	$242K	1,283	+1,283	new
478	Wedmont Private Capital	$238K	1,380	+1,380	new
479	D'Orazio & Associates, Inc.	$235K	1,418	+1,418	new
480	CIDEL ASSET MANAGEMENT INC	$233K	1,406	+1,406	new
481	Kathmere Capital Management, LLC	$222K	1,338	+1,338	new
482	B. Riley Wealth Advisors, Inc.	$221K	1,364	+1,364	new
483	GREAT VALLEY ADVISOR GROUP, INC.	$220K	1,330	+1,330	new
484	Pinnacle Wealth Planning Services, Inc.	$219K	1,318	+1,318	new
485	Perigon Wealth Management, LLC	$214K	1,291	+1,291	new
486	Evercore Wealth Management, LLC	$213K	1,280	+1,280	new
487	Beck Bode, LLC	$212K	1,278	+1,278	new
488	Purpose Unlimited Inc.	$212K	1,243	+1,243	new
489	IHT Wealth Management, LLC	$210K	1,262	+1,262	new
490	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	$208K	1,253	+1,253	new
491	River Wealth Advisors LLC	$207K	1,244	+1,244	new
492	Schonfeld Strategic Advisors LLC	$205K	1,236	+1,236	new
493	Meeder Advisory Services, Inc.	$205K	1,234	+1,234	new
494	Marex Group Ltd	$205K	1,234	+1,234	new
495	TEMA ETFS LLC	$204K	1,227	+1,227	new
496	EVERGREEN CAPITAL MANAGEMENT LLC	$202K	1,214	+1,214	new
497	Triad Wealth Partners, LLC	$201K	1,213	+1,213	new
498	Claro Advisors Inc.	$201K	1,210	+1,210	new
499	Pallas Capital Advisors LLC	$200K	1,206	+1,206	new
500	Northwest & Ethical Investments L.P.	$169K	999	+999	new

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

Congress ↔ notable managers · CHRW

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

Congress · last 90 days

Buyers: 1 April McClain Delaney D–MD-6 $52K–$255K
Sellers: 1 April McClain Delaney D–MD-6 $100K–$250K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Coatue Management, Gotham Asset Management, Bridgewater Associates $154M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · C H ROBINSON WORLDWIDE IN

Merged timeline of congressional filings and notable-manager moves on CHRW
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$100K–$250K
2026-09-09	April McClain Delaney Congress	Purchase	$1K–$15K
2026-09-09	April McClain Delaney Congress	Purchase	$1K–$15K
2026-09-09	April McClain Delaney Congress	Purchase	$1K–$15K
2026-09-09	April McClain Delaney Congress	Purchase	$15K–$50K
2026-08-03	April McClain Delaney Congress	Purchase	$15K–$50K
2026-08-03	April McClain Delaney Congress	Purchase	$1K–$15K
2026-08-03	April McClain Delaney Congress	Purchase	$15K–$50K
2026-08-03	April McClain Delaney Congress	Purchase	$1K–$15K
2026-08-03	April McClain Delaney Congress	Purchase	$1K–$15K
2026-08-03	April McClain Delaney Congress	Purchase	$1K–$15K
2026-05-15	Coatue Management 13F	new	+573,010 sh
2026-05-15	Gotham Asset Management 13F	new	+334,752 sh
2026-05-15	Bridgewater Associates 13F	new	+16,919 sh

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

4 members of Congress disclosed CHRW — the congressional view ↗