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 ↗

C H ROBINSON WORLDWIDE IN · COM NEW · Q1 2026 · 4 members disclosed CHRW ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 611 holders are listed, largest first: 611
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $16.9B
holders whose share count rose or who opened the position (new + add), by shares: 593
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 0

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 CHRW ranked by reported value, 1–25 of 611 holders
#	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

Show the top 500 of 611 holders

13F holders of CHRW ranked by reported value, 26–500 of 611 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 611 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · CHRW

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

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

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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	SELL	$100K–$250K
2026-09-09	April McClain Delaney Congress	BUY	$1K–$15K
2026-09-09	April McClain Delaney Congress	BUY	$1K–$15K
2026-09-09	April McClain Delaney Congress	BUY	$1K–$15K
2026-09-09	April McClain Delaney Congress	BUY	$15K–$50K
2026-08-03	April McClain Delaney Congress	BUY	$15K–$50K
2026-08-03	April McClain Delaney Congress	BUY	$1K–$15K
2026-08-03	April McClain Delaney Congress	BUY	$15K–$50K
2026-08-03	April McClain Delaney Congress	BUY	$1K–$15K
2026-08-03	April McClain Delaney Congress	BUY	$1K–$15K
2026-08-03	April McClain Delaney Congress	BUY	$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, 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.