Who holds CVXticker 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 ↗
3,760
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$280B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,915
addsholders whose share count rose or who opened the position (new + add), by shares
203
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| # | Filer | Reported value | Shares | Δ shares | Change |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $31.7B | 153,137,916 | +856,649 | add |
| 2 | BlackRock, Inc. | $29.9B | 144,720,031 | +3,429,634 | add |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $25.3B | 122,484,427 | — | no prior |
| 4 | BERKSHIRE HATHAWAY INC | $17.5B | 84,375,856 | −45,780,506 | trim |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $9.0B | 43,677,102 | +64,091 | add |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.8B | 42,313,738 | — | no prior |
| 7 | MORGAN STANLEY | $7.6B | 36,847,021 | +541,383 | add |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.5B | 36,118,480 | +81,636 | add |
| 9 | BANK OF AMERICA CORP /DE/ | $5.7B | 27,630,227 | +1,334,976 | add |
| 10 | Fisher Asset Management, LLC | $4.5B | 21,887,438 | +415,519 | add |
| 11 | JPMORGAN CHASE & CO | $4.3B | 20,344,106 | +1,375,988 | add |
| 12 | NORTHERN TRUST CORP | $4.2B | 20,277,273 | −514,066 | trim |
| 13 | WELLS FARGO & COMPANY/MN | $3.7B | 18,039,131 | +751,496 | add |
| 14 | FMR LLC | $3.6B | 17,268,309 | +7,130,044 | add |
| 15 | AMERIPRISE FINANCIAL INC | $3.6B | 17,153,083 | −839,623 | trim |
| 16 | Invesco Ltd. | $3.2B | 15,657,376 | −1,462,199 | trim |
| 17 | FRANKLIN RESOURCES INC | $3.2B | 15,621,284 | −1,398,222 | trim |
| 18 | Bank of New York Mellon Corp | $3.1B | 14,928,556 | −1,591,312 | trim |
| 19 | DIMENSIONAL FUND ADVISORS LP | $2.8B | 13,353,587 | −1,343,114 | trim |
| 20 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $2.8B | 13,334,215 | 0 | no change |
| 21 | ROYAL BANK OF CANADA | $2.7B | 13,123,571 | +618,947 | add |
| 22 | Amundi | $2.5B | 12,185,436 | +349,416 | add |
| 23 | Capital World Investors | $2.2B | 10,852,533 | −636,278 | trim |
| 24 | VANGUARD FIDUCIARY TRUST CO | $2.2B | 10,567,863 | — | no prior |
| 25 | UBS Group AG | $2.2B | 10,494,969 | −1,060,624 | trim |
| 26 | GQG Partners LLC | $2.1B | 10,266,187 | +8,861,845 | add |
| 27 | Legal & General Group Plc | $2.1B | 10,105,540 | −108,367 | trim |
| 28 | Nuveen, LLC | $2.0B | 9,707,721 | +307,138 | add |
| 29 | RAYMOND JAMES FINANCIAL INC | $1.5B | 7,281,963 | +394,637 | add |
| 30 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.5B | 7,109,419 | −458,439 | trim |
| 31 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3B | 6,361,047 | −475,284 | trim |
| 32 | FAYEZ SAROFIM & CO | $1.3B | 6,167,767 | −144,378 | trim |
| 33 | DEUTSCHE BANK AG\ | $1.1B | 5,308,245 | +1,123,119 | add |
| 34 | ENVESTNET ASSET MANAGEMENT INC | $1.1B | 5,210,808 | +593,279 | add |
| 35 | Assenagon Asset Management S.A. | $1.1B | 5,148,756 | +2,936,081 | add |
| 36 | Mitsubishi UFJ Asset Management Co., Ltd. | $952M | 4,603,505 | +243,764 | add |
| 37 | Aristotle Capital Management, LLC | $936M | 4,526,223 | +3,925,137 | add |
| 38 | National Pension Service | $927M | 4,479,333 | +4,479,333 | new |
| 39 | Sumitomo Mitsui Trust Group, Inc. | $912M | 4,407,428 | −219,017 | trim |
| 40 | LPL Financial LLC | $900M | 4,352,184 | +218,175 | add |
| 41 | FIRST TRUST ADVISORS LP | $885M | 4,278,833 | +171,173 | add |
| 42 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $875M | 4,228,105 | +189,274 | add |
| 43 | Janus Henderson Group Ltd. | $865M | 4,181,809 | −695,236 | trim |
| 44 | MARSHALL WACE, LLP | $864M | 4,174,661 | +2,888,232 | add |
| 45 | Vanguard Global Advisers, LLC | $848M | 4,098,933 | — | no prior |
| 46 | Capital Wealth Planning, LLC | $800M | 3,865,516 | +1,121,376 | add |
| 47 | CANADA PENSION PLAN INVESTMENT BOARD | $752M | 3,636,055 | +598,302 | add |
| 48 | BARCLAYS PLC | $750M | 3,622,624 | +625,088 | add |
| 49 | HSBC HOLDINGS PLC | $744M | 3,596,192 | −3,983,204 | trim |
| 50 | FEDERATED HERMES, INC. | $726M | 3,506,787 | +427,954 | add |
| 51 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $716M | 3,461,111 | +56,317 | add |
| 52 | VANGUARD ASSET MANAGEMENT, Ltd | $705M | 3,409,701 | — | no prior |
| 53 | HighTower Advisors, LLC | $667M | 3,221,753 | +233,638 | add |
| 54 | Neuberger Berman Group LLC | $663M | 3,203,190 | −376,907 | trim |
| 55 | PRINCIPAL FINANCIAL GROUP INC | $659M | 3,185,457 | +288,589 | add |
| 56 | STIFEL FINANCIAL CORP | $638M | 3,084,168 | −79,437 | trim |
| 57 | ACR Alpine Capital Research, LLC | $569M | 2,748,684 | +38,487 | add |
| 58 | ALLIANCEBERNSTEIN L.P. | $567M | 3,722,055 | +115,710 | add |
| 59 | BANK OF MONTREAL /CAN/ | $553M | 2,671,012 | −85,232 | trim |
| 60 | Capital Research Global Investors | $538M | 2,602,161 | −326,617 | trim |
| 61 | WELLINGTON MANAGEMENT GROUP LLP | $521M | 2,518,427 | +234,735 | add |
| 62 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $517M | 2,500,766 | +720,600 | add |
| 63 | Clearbridge Investments, LLC | $478M | 2,309,524 | −102,763 | trim |
| 64 | PRIMECAP MANAGEMENT CO/CA/ | $474M | 2,291,577 | −33,775 | trim |
| 65 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $458M | 2,215,894 | −85,776 | trim |
| 66 | Corient Private Wealth LLC | $457M | 2,360,028 | −2,659,497 | trim |
| 67 | BAHL & GAYNOR INC | $439M | 2,123,532 | −77,042 | trim |
| 68 | AMERICAN CENTURY COMPANIES INC | $436M | 2,109,310 | −160,428 | trim |
| 69 | US BANCORP \DE\ | $431M | 2,082,917 | −50,562 | trim |
| 70 | JONES FINANCIAL COMPANIES LLLP | $428M | 2,031,200 | +985,904 | add |
| 71 | Qube Research & Technologies Ltd | $419M | 2,024,167 | +1,495,763 | add |
| 72 | RENAISSANCE TECHNOLOGIES LLC | $417M | 2,015,396 | −175,918 | trim |
| 73 | Ninety One UK Ltd | $417M | 2,014,575 | +1,596,929 | add |
| 74 | CITIGROUP INC | $408M | 1,971,341 | −56,403 | trim |
| 75 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $402M | 1,945,304 | +1,945,304 | new |
| 76 | Capital International Investors | $395M | 1,909,516 | −773,926 | trim |
| 77 | AVIVA PLC | $393M | 1,898,306 | +5,247 | add |
| 78 | LONDON CO OF VIRGINIA | $391M | 1,892,105 | −108,563 | trim |
| 79 | NEW YORK STATE COMMON RETIREMENT FUND | $386M | 1,865,450 | +73,565 | add |
| 80 | Ensign Peak Advisors, Inc | $374M | 1,807,527 | −130,159 | trim |
| 81 | Focus Partners Wealth | $365M | 1,765,073 | +42,903 | add |
| 82 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $360M | 1,741,271 | +721,914 | add |
| 83 | MILLENNIUM MANAGEMENT LLC | $358M | 1,732,061 | −419,188 | trim |
| 84 | PRUDENTIAL FINANCIAL INC | $358M | 1,729,357 | −6,878 | trim |
| 85 | Baird Financial Group, Inc. | $347M | 1,679,158 | +1,679,158 | new |
| 86 | Mariner, LLC | $345M | 1,664,863 | +41,958 | add |
| 87 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $343M | 1,658,717 | −49,564 | trim |
| 88 | VOYA INVESTMENT MANAGEMENT LLC | $338M | 1,635,808 | −234,202 | trim |
| 89 | SCHRODER INVESTMENT MANAGEMENT GROUP | $335M | 1,587,512 | +336,119 | add |
| 90 | FIFTH THIRD BANCORP | $333M | 1,608,439 | +820,294 | add |
| 91 | Rockefeller Capital Management L.P. | $322M | 1,556,994 | +100,822 | add |
| 92 | AQR CAPITAL MANAGEMENT LLC | $309M | 1,492,785 | +235,808 | add |
| 93 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $308M | 1,487,550 | +33,117 | add |
| 94 | ProShare Advisors LLC | $296M | 1,432,774 | −98,653 | trim |
| 95 | CITADEL ADVISORS LLC | $295M | 1,426,383 | −1,010,548 | trim |
| 96 | TRUIST FINANCIAL CORP | $281M | 1,356,222 | −12,388 | trim |
| 97 | Korea Investment CORP | $277M | 1,338,342 | −4,043 | trim |
| 98 | KEYBANK NATIONAL ASSOCIATION/OH | $274M | 1,325,537 | −149,173 | trim |
| 99 | Tidal Investments LLC | $274M | 1,315,882 | +986,983 | add |
| 100 | TWO SIGMA INVESTMENTS, LP | $273M | 1,317,560 | +1,279,270 | add |
| 101 | DJE Kapital AG | $270M | 1,276,816 | +1,276,816 | new |
| 102 | Russell Investments Group, Ltd. | $266M | 1,282,409 | +361,809 | add |
| 103 | Cerity Partners LLC | $259M | 1,251,179 | +46,786 | add |
| 104 | NewEdge Advisors, LLC | $251M | 1,212,537 | −122,319 | trim |
| 105 | Cetera Investment Advisers | $248M | 1,198,367 | +33,315 | add |
| 106 | Retirement Systems of Alabama | $237M | 1,145,808 | −4,577 | trim |
| 107 | TD ASSET MANAGEMENT INC | $236M | 1,138,417 | +39,162 | add |
| 108 | KING LUTHER CAPITAL MANAGEMENT CORP | $230M | 1,112,570 | −15,299 | trim |
| 109 | Connor, Clark & Lunn Investment Management Ltd. | $229M | 1,105,006 | +1,068,826 | add |
| 110 | 1832 Asset Management L.P. | $228M | 1,099,798 | +1,065,098 | add |
| 111 | COMMONWEALTH EQUITY SERVICES, LLC | $227M | 1,096,620 | −19,994 | trim |
| 112 | WORLDQUANT MILLENNIUM ADVISORS LLC | $226M | 1,092,532 | −160,384 | trim |
| 113 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $226M | 1,090,894 | +72,978 | add |
| 114 | SEI INVESTMENTS CO | $222M | 1,071,141 | +374,198 | add |
| 115 | NOMURA ASSET MANAGEMENT CO LTD | $219M | 1,060,784 | −4,650 | trim |
| 116 | Point72 Asset Management, L.P. | $217M | 1,047,256 | +1,047,256 | new |
| 117 | OSAIC HOLDINGS, INC. | $216M | 1,043,653 | +144,438 | add |
| 118 | Mirae Asset Global Investments Co., Ltd. | $214M | 1,036,287 | +72,645 | add |
| 119 | STATE OF WISCONSIN INVESTMENT BOARD | $212M | 1,025,556 | +27,103 | add |
| 120 | OMERS ADMINISTRATION Corp | $212M | 1,023,362 | +248,631 | add |
| 121 | Zurcher Kantonalbank (Zurich Cantonalbank) | $212M | 1,022,554 | +1,022,554 | new |
| 122 | 59 North Capital Management, LP | $212M | 1,022,484 | +1,022,484 | new |
| 123 | ROYAL LONDON ASSET MANAGEMENT LTD | $208M | 1,005,583 | −5,784 | trim |
| 124 | CIBC WORLD MARKET INC. | $206M | 995,292 | −92,385 | trim |
| 125 | Universal- Beteiligungs- und Servicegesellschaft mbH | $198M | 959,489 | +162,837 | add |
| 126 | M&T BANK CORP | $197M | 953,754 | −11,648 | trim |
| 127 | Mitsubishi UFJ Trust & Banking Corp | $197M | 952,573 | +28,504 | add |
| 128 | Asset Management One Co., Ltd. | $197M | 949,989 | +19,976 | add |
| 129 | Chevy Chase Trust Holdings, LLC | $195M | 941,593 | −36,942 | trim |
| 130 | GLENMEDE TRUST CO NA | $194M | 940,017 | −15,919 | trim |
| 131 | DAVENPORT & Co LLC | $190M | 914,824 | −215,245 | trim |
| 132 | KORNITZER CAPITAL MANAGEMENT INC /KS | $188M | 910,008 | −69,055 | trim |
| 133 | CIBC Bancorp USA Inc. | $188M | 907,393 | — | no prior |
| 134 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $187M | 901,505 | +3,123 | add |
| 135 | Creative Planning | $186M | 900,524 | +167,084 | add |
| 136 | Quantinno Capital Management LP | $186M | 899,637 | +221,211 | add |
| 137 | Haverford Trust Co | $186M | 897,154 | +41,747 | add |
| 138 | Vanguard Investments Australia, Ltd. | $185M | 892,579 | — | no prior |
| 139 | MACKENZIE FINANCIAL CORP | $182M | 880,328 | +222,891 | add |
| 140 | Cullen Capital Management, LLC | $181M | 876,053 | +5,275 | add |
| 141 | Empower Advisory Group, LLC | $181M | 873,185 | +43,125 | add |
| 142 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $178M | 1,031,783 | −326,968 | trim |
| 143 | BANK OF NOVA SCOTIA | $173M | 834,667 | +175,690 | add |
| 144 | KLP KAPITALFORVALTNING AS | $171M | 825,197 | +11,100 | add |
| 145 | FIL Ltd | $170M | 821,603 | −4,304 | trim |
| 146 | VICTORY CAPITAL MANAGEMENT INC | $170M | 819,874 | −1,239,567 | trim |
| 147 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $165M | 796,420 | −6,793 | trim |
| 148 | Aberdeen Group plc | $165M | 796,129 | +5,747 | add |
| 149 | REGIONS FINANCIAL CORP | $161M | 778,563 | −15,300 | trim |
| 150 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $160M | 772,243 | −29,207 | trim |
| 151 | Swiss Life Asset Management Ltd | $159M | 806,225 | +157,093 | add |
| 152 | Empowered Funds, LLC | $155M | 748,882 | +748,882 | new |
| 153 | Pictet Asset Management Holding SA | $154M | 742,006 | −157,077 | trim |
| 154 | BLAIR WILLIAM & CO/IL | $148M | 715,986 | +49,527 | add |
| 155 | Squarepoint Ops LLC | $146M | 707,076 | +251,980 | add |
| 156 | D. E. Shaw & Co., Inc. | $143M | 692,355 | +506,953 | add |
| 157 | Calamos Advisors LLC | $143M | 691,326 | +77,218 | add |
| 158 | JACOBS LEVY EQUITY MANAGEMENT, INC | $143M | 690,810 | −167,407 | trim |
| 159 | OPPENHEIMER ASSET MANAGEMENT INC. | $142M | 685,588 | −20,428 | trim |
| 160 | NATIONAL BANK OF CANADA /FI/ | $138M | 666,513 | −1,115,119 | trim |
| 161 | Bank Julius Baer & Co. Ltd, Zurich | $137M | 661,280 | +103,897 | add |
| 162 | State of New Jersey Common Pension Fund D | $136M | 656,841 | −5,142 | trim |
| 163 | CAPITAL ADVISORS INC/OK | $134M | 645,793 | +6,237 | add |
| 164 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $133M | 644,500 | −39,282 | trim |
| 165 | MERCER GLOBAL ADVISORS INC /ADV | $133M | 647,038 | −39,301 | trim |
| 166 | Holocene Advisors, LP | $133M | 643,613 | −72,220 | trim |
| 167 | JOHNSON INVESTMENT COUNSEL INC | $133M | 643,348 | −135,553 | trim |
| 168 | FIRST FINANCIAL BANKSHARES INC | $132M | 640,274 | +3,688 | add |
| 169 | Allianz Asset Management GmbH | $132M | 638,505 | +242,892 | add |
| 170 | CIBC Asset Management Inc | $131M | 634,856 | +2,417 | add |
| 171 | Advisors Capital Management, LLC | $130M | 628,058 | +21,158 | add |
| 172 | Resona Asset Management Co.,Ltd. | $130M | 625,008 | +6,851 | add |
| 173 | ADAMS NATURAL RESOURCES FUND, INC. | $127M | 614,724 | −9,000 | trim |
| 174 | Beacon Pointe Advisors, LLC | $127M | 612,936 | +90,644 | add |
| 175 | COMMERCE BANK | $125M | 603,977 | +51,731 | add |
| 176 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $124M | 601,183 | −147,850 | trim |
| 177 | Sumitomo Mitsui DS Asset Management Company, Ltd | $122M | 591,900 | −39,027 | trim |
| 178 | Epoch Investment Partners, Inc. | $118M | 568,186 | −13,081 | trim |
| 179 | DnB Asset Management AS | $117M | 565,998 | +53,123 | add |
| 180 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $116M | 560,366 | +45,052 | add |
| 181 | TORONTO DOMINION BANK | $113M | 547,536 | −114,669 | trim |
| 182 | EVERETT HARRIS & CO /CA/ | $112M | 540,496 | −8,026 | trim |
| 183 | Quilter Plc | $111M | 537,478 | +95,532 | add |
| 184 | JENNISON ASSOCIATES LLC | $111M | 534,696 | −501,806 | trim |
| 185 | BNP Paribas Asset Management Holding S.A. | $110M | 532,459 | −515,725 | trim |
| 186 | NISA INVESTMENT ADVISORS, LLC | $110M | 531,128 | −12,213 | trim |
| 187 | Arizona State Retirement System | $108M | 524,172 | −25,884 | trim |
| 188 | &PARTNERS | $108M | 523,104 | +2,592 | add |
| 189 | Steward Partners Investment Advisory, LLC | $107M | 517,057 | +22,575 | add |
| 190 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $106M | 512,189 | +27,262 | add |
| 191 | Czech National Bank | $106M | 510,517 | +11,437 | add |
| 192 | Artemis Investment Management LLP | $103M | 495,633 | +495,633 | new |
| 193 | MML INVESTORS SERVICES, LLC | $102M | 492,077 | −32,412 | trim |
| 194 | STATE OF MICHIGAN RETIREMENT SYSTEM | $101M | 489,639 | −5,900 | trim |
| 195 | Eurizon Capital SGR S.p.A. | $101M | 484,787 | +11,499 | add |
| 196 | HUNTINGTON NATIONAL BANK | $100M | 485,240 | +33,539 | add |
| 197 | Douglas Lane & Associates, LLC | $100M | 484,737 | −8,324 | trim |
| 198 | BRANDES INVESTMENT PARTNERS, LP | $100.0M | 483,160 | −101,444 | trim |
| 199 | Robeco Institutional Asset Management B.V. | $98.8M | 477,464 | −76,750 | trim |
| 200 | Quadrature Capital Ltd | $98.0M | 473,464 | +413,231 | add |
| 201 | Sanctuary Advisors, LLC | $97.7M | 472,061 | +75,399 | add |
| 202 | Daiwa Securities Group Inc. | $97.2M | 469,979 | +76,141 | add |
| 203 | LOS ANGELES CAPITAL MANAGEMENT LLC | $93.7M | 452,976 | +443,581 | add |
| 204 | TEACHER RETIREMENT SYSTEM OF TEXAS | $93.6M | 452,316 | −53,390 | trim |
| 205 | MetLife Investment Management, LLC | $90.6M | 437,986 | −15,428 | trim |
| 206 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $90.3M | 436,655 | −3,600 | trim |
| 207 | Allworth Financial LP | $89.1M | 430,632 | −3,506 | trim |
| 208 | Welch Group, LLC | $89.0M | 430,312 | +327 | add |
| 209 | WESTWOOD HOLDINGS GROUP INC | $88.6M | 428,422 | −50,860 | trim |
| 210 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $87.0M | 452,540 | −26,003 | trim |
| 211 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $86.4M | 417,430 | −47,023 | trim |
| 212 | D.A. DAVIDSON & CO. | $86.1M | 416,011 | +275 | add |
| 213 | Zurich Insurance Group Ltd/FI | $83.7M | 404,384 | +884 | add |
| 214 | Man Group plc | $83.3M | 402,843 | −57,756 | trim |
| 215 | WELCH & FORBES LLC | $82.9M | 400,536 | −7,159 | trim |
| 216 | CWM, LLC | $82.5M | 398,906 | +39,097 | add |
| 217 | Pinnacle Financial Partners, Inc. | $82.4M | 397,971 | −17,039 | trim |
| 218 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $81.5M | 393,783 | +1,731 | add |
| 219 | STALEY CAPITAL ADVISERS INC | $80.7M | 389,993 | −8,373 | trim |
| 220 | Vest Financial, LLC | $79.1M | 382,225 | +2,314 | add |
| 221 | WHITTIER TRUST CO | $78.9M | 396,607 | −36,284 | trim |
| 222 | Clark Capital Management Group, Inc. | $78.6M | 379,951 | +49,037 | add |
| 223 | UMB Bank, n.a. | $78.5M | 379,258 | −6,396 | trim |
| 224 | Capital Investment Advisors, LLC | $77.8M | 376,105 | +17,798 | add |
| 225 | IFM Investors Pty Ltd | $77.1M | 372,824 | +13,481 | add |
| 226 | Alyeska Investment Group, L.P. | $76.3M | 368,730 | +368,730 | new |
| 227 | Woodline Partners LP | $76.3M | 368,658 | +45,082 | add |
| 228 | FACTORY MUTUAL INSURANCE CO | $75.1M | 363,117 | +10,750 | add |
| 229 | NORDEA INVESTMENT MANAGEMENT AB | $75.1M | 352,799 | −135,683 | trim |
| 230 | Rafferty Asset Management, LLC | $75.0M | 362,588 | −13,068 | trim |
| 231 | GUGGENHEIM CAPITAL LLC | $72.8M | 351,794 | +31,350 | add |
| 232 | AE Wealth Management LLC | $72.2M | 349,096 | −181,502 | trim |
| 233 | Perpetual Ltd | $71.0M | 343,342 | +51,902 | add |
| 234 | Kestra Advisory Services, LLC | $71.0M | 343,030 | +16,625 | add |
| 235 | Maven Securities LTD | $69.9M | 337,838 | +337,838 | new |
| 236 | Union Bancaire Privee, UBP SA | $69.8M | 346,435 | +107,948 | add |
| 237 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $66.8M | 322,681 | −19,408 | trim |
| 238 | XPONANCE LLC | $66.6M | 321,737 | +59,310 | add |
| 239 | MUFG Securities EMEA plc | $65.1M | 314,649 | +171,056 | add |
| 240 | KCM INVESTMENT ADVISORS LLC | $65.1M | 314,600 | +634 | add |
| 241 | GATEWAY INVESTMENT ADVISERS LLC | $65.0M | 314,061 | −82,313 | trim |
| 242 | TUDOR INVESTMENT CORP ET AL | $64.9M | 313,717 | −304,226 | trim |
| 243 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $64.4M | 311,474 | −2,169 | trim |
| 244 | BRADLEY FOSTER & SARGENT INC/CT | $64.2M | 310,303 | +9,087 | add |
| 245 | QRG CAPITAL MANAGEMENT, INC. | $64.0M | 309,399 | +26,387 | add |
| 246 | Varma Mutual Pension Insurance Co | $63.8M | 308,436 | 0 | no change |
| 247 | Gradient Investments LLC | $63.8M | 308,434 | −30,873 | trim |
| 248 | Utah Retirement Systems | $63.0M | 304,600 | −10,240 | trim |
| 249 | WATERS PARKERSON & CO., LLC | $61.9M | 299,063 | −7,078 | trim |
| 250 | Midwest Trust Co | $61.6M | 297,670 | −4,654 | trim |
| 251 | ZACKS INVESTMENT MANAGEMENT | $60.1M | 290,375 | −204 | trim |
| 252 | MAI Capital Management | $60.0M | 289,852 | +4,865 | add |
| 253 | Allspring Global Investments Holdings, LLC | $59.7M | 302,380 | +78,989 | add |
| 254 | Rakuten Investment Management, Inc. | $59.0M | 280,111 | +29,640 | add |
| 255 | Pathstone Holdings, LLC | $58.2M | 281,126 | +10,964 | add |
| 256 | Cresset Asset Management, LLC | $57.9M | 279,886 | +100,476 | add |
| 257 | Americana Partners, LLC | $57.5M | 278,095 | +14,089 | add |
| 258 | ING GROEP NV | $57.5M | 277,970 | +158,195 | add |
| 259 | Private Advisor Group, LLC | $56.6M | 273,515 | −5,612 | trim |
| 260 | NEOS Investment Management LLC | $56.4M | 272,812 | +7,304 | add |
| 261 | YOUSIF CAPITAL MANAGEMENT, LLC | $56.3M | 272,041 | −11,429 | trim |
| 262 | Banco Santander, S.A. | $56.1M | 271,279 | +19,646 | add |
| 263 | HANCOCK WHITNEY CORP | $56.0M | 277,698 | +277,698 | new |
| 264 | USS Investment Management Ltd | $56.0M | 270,642 | +10,663 | add |
| 265 | Rossmore Private Capital | $55.9M | 270,207 | −478 | trim |
| 266 | Stack Financial Management, Inc | $55.5M | 268,451 | −932 | trim |
| 267 | STEPHENS INC /AR/ | $55.5M | 268,036 | +7,568 | add |
| 268 | Hudson Bay Capital Management LP | $55.4M | 267,726 | +267,726 | new |
| 269 | GUYASUTA INVESTMENT ADVISORS INC | $54.3M | 262,496 | −2,057 | trim |
| 270 | CRAWFORD INVESTMENT COUNSEL INC | $54.3M | 262,470 | +10,673 | add |
| 271 | ZWJ INVESTMENT COUNSEL INC | $54.0M | 260,913 | +2,896 | add |
| 272 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $53.9M | 260,422 | +909 | add |
| 273 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $53.4M | 258,043 | +670 | add |
| 274 | CENTRAL SECURITIES CORP | $53.0M | 256,250 | 0 | no change |
| 275 | BECKER CAPITAL MANAGEMENT INC | $52.4M | 253,375 | +1,642 | add |
| 276 | SCHWARTZ INVESTMENT COUNSEL INC | $52.2M | 252,067 | −16,000 | trim |
| 277 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $51.6M | 249,164 | +235 | add |
| 278 | Illinois Municipal Retirement Fund | $51.3M | 247,765 | +1,916 | add |
| 279 | Glenview Trust Co | $51.0M | 246,569 | −951 | trim |
| 280 | BOKF, NA | $50.0M | 241,825 | +36,536 | add |
| 281 | Investment Management Corp of Ontario | $49.9M | 241,104 | +72,265 | add |
| 282 | Atria Investments, Inc | $49.7M | 240,234 | +16,213 | add |
| 283 | WESBANCO BANK INC | $49.6M | 239,956 | −35,099 | trim |
| 284 | Trexquant Investment LP | $49.6M | 239,545 | +21,999 | add |
| 285 | Wealthfront Advisers LLC | $49.5M | 239,405 | +36,275 | add |
| 286 | BROWN ADVISORY INC | $49.0M | 236,614 | +981 | add |
| 287 | Vanguard Personalized Indexing Management, LLC | $48.8M | 236,061 | +13,628 | add |
| 288 | FOUNDATION RESOURCE MANAGEMENT INC | $48.8M | 235,897 | +2,441 | add |
| 289 | Federation des caisses Desjardins du Quebec | $48.3M | 233,369 | +102,485 | add |
| 290 | Lido Advisors, LLC | $48.1M | 232,503 | +9,555 | add |
| 291 | MANAGED ASSET PORTFOLIOS, LLC | $48.1M | 232,499 | +89,862 | add |
| 292 | SAPIENT CAPITAL LLC | $47.4M | 229,287 | −71,772 | trim |
| 293 | HM PAYSON & CO | $46.1M | 222,774 | +42,188 | add |
| 294 | KESTRA PRIVATE WEALTH SERVICES, LLC | $46.0M | 222,204 | +24,622 | add |
| 295 | COUNTRY TRUST BANK | $46.0M | 222,110 | +21,756 | add |
| 296 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $46.0M | 222,107 | −109,899 | trim |
| 297 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $45.9M | 221,668 | −181,093 | trim |
| 298 | ExodusPoint Capital Management, LP | $44.6M | 215,403 | +215,403 | new |
| 299 | Aware Super Pty Ltd as trustee of Aware Super | $44.4M | 214,687 | — | no prior |
| 300 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $44.4M | 214,624 | −2,179 | trim |
| 301 | Cannell & Spears LLC | $43.4M | 209,965 | −3,961 | trim |
| 302 | PANAGORA ASSET MANAGEMENT INC | $43.4M | 209,769 | −28,797 | trim |
| 303 | U.S. Capital Wealth Advisors, LLC | $43.2M | 208,655 | −4,659 | trim |
| 304 | MEYER HANDELMAN CO | $42.8M | 207,023 | −3,347 | trim |
| 305 | DODGE & COX | $42.4M | 205,109 | −7,605 | trim |
| 306 | LAZARD ASSET MANAGEMENT LLC | $42.1M | 203,477 | +8,662 | add |
| 307 | Mesirow Financial Investment Management, Inc. | $41.5M | 200,475 | +1,024 | add |
| 308 | CONNING INC. | $41.1M | 198,576 | −33,516 | trim |
| 309 | OPPENHEIMER & CO INC | $40.5M | 195,594 | −3,438 | trim |
| 310 | VILLERE ST DENIS J & CO LLC | $40.4M | 195,089 | −8,298 | trim |
| 311 | DONALDSON CAPITAL MANAGEMENT, LLC | $40.3M | 194,602 | +475 | add |
| 312 | WHITTIER TRUST CO OF NEVADA INC | $40.1M | 201,408 | −60,063 | trim |
| 313 | Advisors Asset Management, Inc. | $39.8M | 192,254 | −834 | trim |
| 314 | PINNACLE ASSOCIATES LTD | $39.6M | 191,322 | −1,977 | trim |
| 315 | IEQ CAPITAL, LLC | $39.5M | 190,738 | +31,627 | add |
| 316 | Clearstead Advisors, LLC | $39.3M | 190,097 | +19,557 | add |
| 317 | TD Waterhouse Canada Inc. | $39.2M | 199,129 | +62,462 | add |
| 318 | Aquatic Capital Management LLC | $39.0M | 188,667 | +132,263 | add |
| 319 | Argent Trust Co | $38.9M | 187,915 | +10,567 | add |
| 320 | HB Wealth Management, LLC | $38.8M | 187,340 | +1,318 | add |
| 321 | STOCK YARDS BANK & TRUST CO | $38.7M | 186,946 | −84,513 | trim |
| 322 | GM Advisory Group, LLC | $38.6M | 186,364 | +165,319 | add |
| 323 | PEAK6 LLC | $38.4M | 185,618 | +185,618 | new |
| 324 | AVITY INVESTMENT MANAGEMENT INC. | $38.4M | 185,443 | −4,022 | trim |
| 325 | AlTi Global, Inc. | $38.1M | 185,654 | +14,557 | add |
| 326 | CAMBIAR INVESTORS LLC | $37.8M | 182,697 | −155,329 | trim |
| 327 | ASSETMARK, INC | $37.7M | 182,419 | +14,578 | add |
| 328 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $37.6M | 181,600 | −29,816 | trim |
| 329 | American Assets Investment Management, LLC | $37.2M | 180,000 | 0 | no change |
| 330 | Maple Capital Management, Inc. | $37.0M | 178,720 | +38 | add |
| 331 | FIRST NATIONAL BANK OF OMAHA | $36.8M | 176,217 | −23,843 | trim |
| 332 | Solus Alternative Asset Management LP | $36.8M | 177,723 | 0 | no change |
| 333 | MACQUARIE GROUP LTD | $36.7M | 177,384 | −210,825 | trim |
| 334 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $36.4M | 176,126 | −48,938 | trim |
| 335 | Insight Wealth Strategies, LLC | $36.3M | 175,223 | −44,635 | trim |
| 336 | Verity & Verity, LLC | $35.6M | 171,981 | −46,619 | trim |
| 337 | HOWLAND CAPITAL MANAGEMENT LLC | $35.5M | 171,450 | +5,554 | add |
| 338 | FUKOKU MUTUAL LIFE INSURANCE CO | $35.3M | 170,766 | 0 | no change |
| 339 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $35.1M | 169,844 | +169,844 | new |
| 340 | MARTINGALE ASSET MANAGEMENT L P | $34.8M | 168,279 | −5,680 | trim |
| 341 | Busey Bank | $34.4M | 166,160 | −95 | trim |
| 342 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $33.9M | 163,851 | +3,410 | add |
| 343 | Private Wealth Partners, LLC | $33.8M | 163,150 | −5,091 | trim |
| 344 | Concurrent Investment Advisors, LLC | $33.6M | 162,632 | +15,200 | add |
| 345 | Madison Asset Management, LLC | $33.5M | 162,088 | +2,220 | add |
| 346 | VIKING FUND MANAGEMENT LLC | $33.4M | 161,500 | +10,000 | add |
| 347 | EP Wealth Advisors, LLC | $33.4M | 161,443 | −1,266 | trim |
| 348 | Sequoia Financial Advisors, LLC | $33.3M | 160,718 | +3,966 | add |
| 349 | CREDIT AGRICOLE S A | $33.1M | 160,176 | −241,747 | trim |
| 350 | Orion Porfolio Solutions, LLC | $33.1M | 159,803 | −29,516 | trim |
| 351 | ASSOCIATED BANC-CORP | $33.0M | 159,494 | +758 | add |
| 352 | LGT Group Foundation | $32.9M | 158,904 | +3,486 | add |
| 353 | CENTRAL TRUST Co | $32.8M | 158,716 | −2,739 | trim |
| 354 | Carnegie Investment Counsel | $32.8M | 158,625 | −2,505 | trim |
| 355 | Talbot Financial, LLC | $32.7M | 157,887 | +2,186 | add |
| 356 | Grantham, Mayo, Van Otterloo & Co. LLC | $32.5M | 156,933 | −30,464 | trim |
| 357 | DIAMOND HILL CAPITAL MANAGEMENT INC | $31.9M | 154,154 | −135,995 | trim |
| 358 | Merit Financial Group, LLC | $31.8M | 153,801 | +16,164 | add |
| 359 | Aptus Capital Advisors, LLC | $31.6M | 152,848 | +89,036 | add |
| 360 | Ceredex Value Advisors LLC | $31.2M | 150,694 | −20,802 | trim |
| 361 | Azimuth Capital Investment Management LLC | $31.1M | 150,297 | +46,541 | add |
| 362 | Drummond Knight Asset Management Pty Ltd | $31.1M | 150,166 | +150,166 | new |
| 363 | Prospera Financial Services Inc | $30.8M | 148,911 | −2,935 | trim |
| 364 | Hemenway Trust Co LLC | $30.8M | 148,927 | −2,755 | trim |
| 365 | Quintet Private Bank (Europe) S.A. | $30.8M | 148,876 | −5,744 | trim |
| 366 | Capital International, Inc./CA/ | $30.8M | 148,674 | +89,574 | add |
| 367 | GODSEY & GIBB, INC | $30.5M | 147,318 | +11,503 | add |
| 368 | Vontobel Holding Ltd. | $30.4M | 147,106 | +43,149 | add |
| 369 | Waverly Advisors, LLC | $30.4M | 146,852 | +5,394 | add |
| 370 | Parallax Volatility Advisers, L.P. | $30.3M | 162,975 | +111,353 | add |
| 371 | Curi Capital, LLC | $30.0M | 145,006 | +55,550 | add |
| 372 | ARGENT CAPITAL MANAGEMENT LLC | $30.0M | 144,848 | −16,538 | trim |
| 373 | Annex Advisory Services, LLC | $29.9M | 144,609 | +1,437 | add |
| 374 | Evercore Wealth Management, LLC | $29.9M | 144,505 | −9,445 | trim |
| 375 | CHOREO, LLC | $29.6M | 143,205 | +3,568 | add |
| 376 | Nippon Life Global Investors Americas, Inc. | $29.4M | 142,190 | +106,760 | add |
| 377 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $29.2M | 140,947 | +66,125 | add |
| 378 | DEPRINCE RACE & ZOLLO INC | $29.1M | 140,791 | −51,375 | trim |
| 379 | Cohen Klingenstein LLC | $29.0M | 140,317 | −1,616 | trim |
| 380 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $29.0M | 140,227 | −30,300 | trim |
| 381 | FIRST NATIONAL TRUST CO | $29.0M | 140,153 | +9,554 | add |
| 382 | BANQUE PICTET & CIE SA | $28.7M | 138,704 | −31,567 | trim |
| 383 | Integrated Wealth Concepts LLC | $28.6M | 138,319 | +89,290 | add |
| 384 | Kingsview Wealth Management, LLC | $28.3M | 136,952 | +22,737 | add |
| 385 | CASTLEARK MANAGEMENT LLC | $28.3M | 136,550 | +136,550 | new |
| 386 | PARK NATIONAL CORP /OH/ | $28.0M | 135,293 | −6,812 | trim |
| 387 | TORRAY INVESTMENT PARTNERS LLC | $27.9M | 135,085 | −9,363 | trim |
| 388 | UniSuper Management Pty Ltd | $27.9M | 134,807 | −1,076 | trim |
| 389 | FIDUCIARY TRUST CO | $27.9M | 134,618 | −3,058 | trim |
| 390 | AIA Group Ltd | $27.8M | 134,586 | +18,589 | add |
| 391 | SUMMITRY LLC | $27.8M | 134,125 | +130,485 | add |
| 392 | ALPS ADVISORS INC | $27.7M | 133,892 | −33,344 | trim |
| 393 | NorthCrest Asset Manangement, LLC | $27.7M | 139,177 | −61,917 | trim |
| 394 | DAVIDSON INVESTMENT ADVISORS | $27.6M | 133,618 | −2,716 | trim |
| 395 | Envestnet Portfolio Solutions, Inc. | $27.6M | 133,410 | −88,940 | trim |
| 396 | ARS Wealth Advisors Group, LLC | $27.6M | 133,216 | +1,384 | add |
| 397 | BENJAMIN EDWARDS INC | $27.3M | 132,041 | +4,907 | add |
| 398 | LETKO, BROSSEAU & ASSOCIATES INC | $27.3M | 131,760 | −725 | trim |
| 399 | NS Partners Ltd | $27.3M | 131,741 | +131,741 | new |
| 400 | Norinchukin Bank, The | $27.2M | 131,547 | −2,259 | trim |
| 401 | Walleye Capital LLC | $27.2M | 131,535 | −91,169 | trim |
| 402 | LOWE BROCKENBROUGH & CO INC | $27.1M | 131,169 | +123 | add |
| 403 | Badgley Phelps Wealth Managers, LLC | $27.0M | 130,520 | −476 | trim |
| 404 | Brookstone Capital Management | $27.0M | 130,370 | −3,416 | trim |
| 405 | BLB&B Advisors, LLC | $26.3M | 127,132 | +1,925 | add |
| 406 | JANE STREET GROUP, LLC | $26.3M | 127,063 | −1,257,507 | trim |
| 407 | Smith Salley Wealth Management | $26.2M | 126,862 | +4,198 | add |
| 408 | Elo Mutual Pension Insurance Co | $26.1M | 126,180 | −52,161 | trim |
| 409 | Alley Investment Management Company, LLC | $26.1M | 126,166 | −1,211 | trim |
| 410 | Calamos Wealth Management LLC | $26.0M | 125,749 | +19,560 | add |
| 411 | CI INVESTMENTS INC. | $25.7M | 124,365 | −48,308 | trim |
| 412 | BAILARD, INC. | $25.6M | 123,855 | +16,850 | add |
| 413 | BROWN BROTHERS HARRIMAN & CO | $25.4M | 122,903 | +36,644 | add |
| 414 | MOODY LYNN LIEBERSON & WALKER, LLC | $25.2M | 121,803 | +30,286 | add |
| 415 | ABSHER WEALTH MANAGEMENT, LLC | $24.6M | 118,727 | −65,154 | trim |
| 416 | RPG Investment Advisory, LLC | $24.6M | 118,690 | −22,824 | trim |
| 417 | Buckley Wealth Management, LLC | $24.4M | 118,129 | −2,096 | trim |
| 418 | CLG LLC | $24.3M | 117,686 | −29,948 | trim |
| 419 | ANCHOR CAPITAL ADVISORS LLC | $24.3M | 117,565 | +375 | add |
| 420 | Tower Research Capital LLC (TRC) | $24.2M | 117,132 | +54,525 | add |
| 421 | COLRAIN CAPITAL LLC | $24.1M | 116,409 | +19,258 | add |
| 422 | Rokos Capital Management LLP | $24.1M | 116,387 | −423,113 | trim |
| 423 | GRANDFIELD & DODD, LLC | $23.9M | 115,506 | −264 | trim |
| 424 | NFJ INVESTMENT GROUP, LLC | $23.9M | 115,459 | −17,505 | trim |
| 425 | Atlantic Union Bankshares Corp | $23.9M | 115,400 | −2,289 | trim |
| 426 | SteelPeak Wealth, LLC | $23.9M | 115,336 | −8,447 | trim |
| 427 | LMCG INVESTMENTS, LLC | $23.7M | 114,597 | +5,027 | add |
| 428 | WOODMONT INVESTMENT COUNSEL LLC | $23.7M | 114,378 | +1,695 | add |
| 429 | Metis Global Partners, LLC | $23.7M | 114,328 | −2,973 | trim |
| 430 | KANAWHA CAPITAL MANAGEMENT LLC | $23.5M | 113,803 | +78 | add |
| 431 | MIZUHO SECURITIES USA LLC | $23.4M | 113,323 | −24,492 | trim |
| 432 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $23.2M | 112,121 | +106,543 | add |
| 433 | Wilmington Savings Fund Society, FSB | $23.1M | 111,875 | −2,216 | trim |
| 434 | GREAT LAKES ADVISORS, LLC | $23.0M | 111,313 | −83,060 | trim |
| 435 | Mediolanum International Funds Ltd | $23.0M | 109,018 | +11,268 | add |
| 436 | FARMERS & MERCHANTS INVESTMENTS INC | $22.7M | 109,712 | +692 | add |
| 437 | Miramar Capital, LLC | $22.5M | 108,758 | −3,332 | trim |
| 438 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $22.3M | 107,824 | +100,940 | add |
| 439 | MEEDER ASSET MANAGEMENT INC | $22.3M | 107,675 | +106,895 | add |
| 440 | Richard C. Young & CO., LTD. | $22.1M | 106,925 | +1,082 | add |
| 441 | HARTFORD INVESTMENT MANAGEMENT CO | $22.1M | 106,774 | −2,505 | trim |
| 442 | Crossmark Global Holdings, Inc. | $22.1M | 106,723 | — | no prior |
| 443 | Jump Financial, LLC | $22.1M | 106,714 | +104,492 | add |
| 444 | SouthState Bank Corp | $22.0M | 106,461 | +4,351 | add |
| 445 | Boston Trust Walden Corp | $22.0M | 106,428 | −10,630 | trim |
| 446 | Osmosis Investment Management UK Ltd | $21.9M | 105,635 | −7,340 | trim |
| 447 | PARSONS CAPITAL MANAGEMENT INC/RI | $21.7M | 105,038 | +17,343 | add |
| 448 | One Capital Management, LLC | $21.7M | 104,913 | +2,014 | add |
| 449 | Apollon Wealth Management, LLC | $21.6M | 104,285 | +10,733 | add |
| 450 | Crewe Advisors LLC | $21.6M | 104,185 | −10,156 | trim |
| 451 | DDD Partners, LLC | $21.5M | 104,035 | −22,720 | trim |
| 452 | Ninety One SA (PTY) Ltd | $21.4M | 102,180 | +102,180 | new |
| 453 | Equitable Holdings, Inc. | $21.4M | 126,276 | +44,981 | add |
| 454 | Dynamic Advisor Solutions LLC | $21.4M | 103,287 | −2,788 | trim |
| 455 | Telos Capital Management, Inc. | $21.3M | 103,076 | −4,950 | trim |
| 456 | SKBA CAPITAL MANAGEMENT LLC | $21.2M | 102,515 | −10,340 | trim |
| 457 | COMMUNITY TRUST & INVESTMENT CO | $21.0M | 101,432 | +2,716 | add |
| 458 | Guinness Asset Management LTD | $20.8M | 100,592 | +27,968 | add |
| 459 | BARINGS LLC | $20.8M | 100,446 | +8,048 | add |
| 460 | Evelyn Partners Investment Management LLP | $20.7M | 100,111 | −3,618 | trim |
| 461 | Willis Investment Counsel | $20.7M | 99,995 | 0 | no change |
| 462 | NORTHEAST INVESTMENT MANAGEMENT | $20.6M | 99,771 | −2,560 | trim |
| 463 | FLPUTNAM INVESTMENT MANAGEMENT CO | $20.6M | 99,695 | +667 | add |
| 464 | National Mutual Insurance Federation of Agricultural Cooperatives | $20.5M | 99,000 | 0 | no change |
| 465 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $20.3M | 98,282 | +98,282 | new |
| 466 | Mengis Capital Management, Inc. | $20.3M | 97,984 | −379 | trim |
| 467 | INTACT INVESTMENT MANAGEMENT INC. | $20.1M | 97,262 | +200 | add |
| 468 | Brevan Howard Capital Management LP | $20.1M | 97,185 | +95,331 | add |
| 469 | Moors & Cabot, Inc. | $20.1M | 97,107 | −2,794 | trim |
| 470 | First Nebraska Trust Co | $20.0M | 96,557 | — | no prior |
| 471 | Vestmark Advisory Solutions, Inc. | $19.9M | 96,077 | +18,265 | add |
| 472 | Aventail Capital Group, LP | $19.8M | 95,560 | −77,758 | trim |
| 473 | BALYASNY ASSET MANAGEMENT L.P. | $19.7M | 95,276 | −698,027 | trim |
| 474 | Palisade Asset Management, LLC | $19.5M | 94,441 | −344 | trim |
| 475 | Maryland State Retirement & Pension System | $19.5M | 94,370 | +587 | add |
| 476 | Savant Capital, LLC | $19.5M | 94,183 | +9,728 | add |
| 477 | Turas Capital Management LP | $19.3M | 93,500 | +93,500 | new |
| 478 | ABN AMRO INVESTMENT SOLUTIONS | $19.3M | 93,130 | +20,331 | add |
| 479 | TD PRIVATE CLIENT WEALTH LLC | $19.2M | 92,800 | +92,800 | new |
| 480 | Mutual Advisors, LLC | $19.2M | 92,784 | +901 | add |
| 481 | TCV Trust & Wealth Management, Inc. | $19.2M | 92,750 | −1,500 | trim |
| 482 | FIRST CITIZENS BANK & TRUST CO | $19.1M | 92,391 | −1,386 | trim |
| 483 | Mirador Capital Partners LP | $19.1M | 92,344 | −16,617 | trim |
| 484 | DAYMARK WEALTH PARTNERS, LLC | $19.0M | 91,788 | −4,853 | trim |
| 485 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $18.9M | 91,489 | −4,433 | trim |
| 486 | Southeast Asset Advisors, LLC | $18.8M | 90,994 | +32 | add |
| 487 | Moran Wealth Management, LLC | $18.7M | 90,406 | −3,778 | trim |
| 488 | SHELTON CAPITAL MANAGEMENT | $18.7M | 90,347 | −18,610 | trim |
| 489 | UNITED BANK | $18.7M | 90,269 | −5,358 | trim |
| 490 | New Age Alpha Advisors, LLC | $18.6M | 89,913 | +52,180 | add |
| 491 | ATALANTA SOSNOFF CAPITAL, LLC | $18.6M | 89,771 | +32,271 | add |
| 492 | EAGLE GLOBAL ADVISORS LLC | $18.6M | 89,706 | −71 | trim |
| 493 | Goelzer Investment Management, Inc. | $18.4M | 88,978 | +659 | add |
| 494 | Bleakley Financial Group, LLC | $18.4M | 88,844 | +9,382 | add |
| 495 | Geneos Wealth Management Inc. | $18.4M | 88,781 | −3,029 | trim |
| 496 | Stratos Wealth Partners, LTD. | $18.3M | 88,658 | +4,092 | add |
| 497 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $18.3M | 88,648 | +1,536 | add |
| 498 | CARRET ASSET MANAGEMENT, LLC | $18.1M | 87,608 | −5,268 | trim |
| 499 | NOMURA HOLDINGS INC | $18.1M | 87,242 | +58,364 | add |
| 500 | GENERAL AMERICAN INVESTORS CO INC | $17.9M | 86,391 | 0 | no change |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Congress ↔ notable managers · CVX
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 3 John Boozman R–AR, David J. Taylor R–OH-2, Tommy Tuberville R–AL $4K–$60K
- Sellers
- 3 Alan Armstrong R–OK, Michael Guest R–MS-3, Michael T. McCaul R–TX-10 $102K–$280K
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 2 Gotham Asset Management, Bridgewater Associates $10.1M held
- Trimming
- 3 Berkshire Hathaway, Tudor Investment Corp, Moore Capital Management $17.5B held
new + add vs trim + exit, by shares · $ = reported value now, not the change · CHEVRON CORPORATION
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-08-17 | John Boozman Congress | Purchase | $1K–$15K |
| 2026-08-17 | John Boozman Congress | Purchase | $1K–$15K |
| 2026-08-14 | Michael Guest Congress | Sale | $1K–$15K |
| 2026-08-05 | Tommy Tuberville Congress | Purchase | $1K–$15K |
| 2026-07-21 | Alan Armstrong Congress | Sale | $1K–$15K |
| 2026-07-08 | Michael T. McCaul Congress | Sale | $100K–$250K |
| 2026-07-01 | David J. Taylor Congress | Purchase | $1K–$15K |
| 2026-05-15 | Gotham Asset Management 13F | add | +18,206 sh |
| 2026-05-15 | Bridgewater Associates 13F | new | +2,827 sh |
| 2026-05-15 | Berkshire Hathaway 13F | trim | −45,780,506 sh |
| 2026-05-15 | Tudor Investment Corp 13F | trim | −304,226 sh |
| 2026-05-15 | Moore Capital Management 13F | exit | −100,000 sh |
12 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade
77 members of Congress disclosed CVX — the congressional view ↗