Who holds DRIticker 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 ↗

DARDEN RESTAURANTS INC · COM · quarter ended 2026-03-31 · 11 members disclosed DRI ↗

820

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

$20.2B

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

402

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

110

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 DRI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital World Investors	$2.9B	14,928,684	−232,593	trim
2	BlackRock, Inc.	$1.9B	9,649,638	−280,271	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.5B	7,473,998	—	no prior
4	WELLINGTON MANAGEMENT GROUP LLP	$1.3B	6,848,992	−1,228,575	trim
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	5,355,047	—	no prior
6	STATE STREET CORP	$953M	4,861,580	−6,595	trim
7	RAYMOND JAMES FINANCIAL INC	$699M	3,565,772	+84,024	add
8	GEODE CAPITAL MANAGEMENT, LLC	$674M	3,443,672	+69,009	add
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$660M	3,366,224	−823,644	trim
10	BANK OF AMERICA CORP /DE/	$630M	3,212,283	+991,230	add
11	Invesco Ltd.	$365M	1,860,713	−23,626	trim
12	MORGAN STANLEY	$350M	1,787,425	+4,012	add
13	Newport Trust Company, LLC	$350M	1,782,919	−50,758	trim
14	NORTHERN TRUST CORP	$331M	1,687,096	+205,526	add
15	AMERIPRISE FINANCIAL INC	$279M	1,420,486	+1,000,716	add
16	EARNEST PARTNERS LLC	$272M	1,387,401	−66,340	trim
17	DIMENSIONAL FUND ADVISORS LP	$248M	1,265,473	+33,965	add
18	BAHL & GAYNOR INC	$198M	1,010,176	+686,877	add
19	Bank of New York Mellon Corp	$198M	1,010,169	+5,318	add
20	UBS Group AG	$189M	964,757	+189,174	add
21	Hamlin Capital Management, LLC	$167M	851,038	−8,024	trim
22	Capital International Investors	$141M	718,203	+285,048	add
23	Legal & General Group Plc	$137M	696,348	+39,190	add
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$131M	670,435	−228,207	trim
25	VANGUARD FIDUCIARY TRUST CO	$130M	663,283	—	no prior
26	AQR CAPITAL MANAGEMENT LLC	$119M	611,784	+215,544	add
27	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$117M	596,479	+6,523	add
28	Boston Partners	$116M	593,089	−24,706	trim
29	WELLS FARGO & COMPANY/MN	$113M	578,094	+115,010	add
30	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$112M	571,122	−17,171	trim
31	VICTORY CAPITAL MANAGEMENT INC	$107M	543,589	−38,996	trim
32	SEI INVESTMENTS CO	$101M	516,919	−3,594	trim
33	ENVESTNET ASSET MANAGEMENT INC	$96.7M	493,253	+143,484	add
34	DEUTSCHE BANK AG\	$91.0M	463,984	+27,510	add
35	CITIGROUP INC	$86.3M	440,344	+330,707	add
36	Amundi	$77.1M	393,541	+67,352	add
37	Nuveen, LLC	$74.8M	381,654	+3,636	add
38	JANE STREET GROUP, LLC	$74.1M	377,960	+372,946	add
39	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$66.6M	339,543	−5,602	trim
40	Swiss National Bank	$66.2M	337,800	+19,000	add
41	HSBC HOLDINGS PLC	$65.1M	331,679	−517,667	trim
42	FRANKLIN RESOURCES INC	$59.8M	304,919	+174,796	add
43	Squarepoint Ops LLC	$56.6M	288,676	−699,054	trim
44	ROYAL BANK OF CANADA	$54.4M	277,495	−21,455	trim
45	GREAT LAKES ADVISORS, LLC	$53.3M	272,083	+48,190	add
46	BARCLAYS PLC	$51.0M	259,984	+47,888	add
47	Mitsubishi UFJ Asset Management Co., Ltd.	$50.8M	259,244	+10,990	add
48	J. Safra Sarasin Holding AG	$49.8M	254,045	+5,642	add
49	Sumitomo Mitsui Trust Group, Inc.	$49.6M	252,782	−13,560	trim
50	REGIONS FINANCIAL CORP	$49.5M	252,684	+4,350	add
51	Vanguard Global Advisers, LLC	$49.3M	251,293	—	no prior
52	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$48.6M	248,100	−39,143	trim
53	TORONTO DOMINION BANK	$44.3M	225,805	−129,319	trim
54	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$43.5M	221,645	−720	trim
55	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$41.6M	212,074	+212,074	new
56	VANGUARD ASSET MANAGEMENT, Ltd	$41.5M	211,459	—	no prior
57	Swiss Life Asset Management Ltd	$40.8M	207,878	+4,468	add
58	FEDERATED HERMES, INC.	$37.8M	192,832	+800	add
59	BNP Paribas Asset Management Holding S.A.	$37.6M	191,520	+61,921	add
60	Trexquant Investment LP	$35.9M	183,310	+92,231	add
61	Capital International, Inc./CA/	$33.1M	168,725	+15,666	add
62	FMR LLC	$32.6M	166,059	+1,986	add
63	Clear Trail Advisors, LLC	$31.5M	160,688	+1,296	add
64	Eurizon Capital SGR S.p.A.	$31.4M	160,347	−79,788	trim
65	MILLENNIUM MANAGEMENT LLC	$30.4M	155,038	+155,038	new
66	NEW YORK STATE COMMON RETIREMENT FUND	$29.5M	150,541	−1,876	trim
67	BANK OF MONTREAL /CAN/	$28.5M	145,169	−1,446	trim
68	LPL Financial LLC	$28.1M	143,326	+12,716	add
69	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$27.9M	142,136	+115,801	add
70	US BANCORP \DE\	$27.4M	140,001	+2,852	add
71	PRINCIPAL FINANCIAL GROUP INC	$27.2M	138,913	−3,441	trim
72	TD ASSET MANAGEMENT INC	$26.8M	136,833	−5,384	trim
73	D. E. Shaw & Co., Inc.	$26.0M	132,683	+132,683	new
74	ALPS ADVISORS INC	$26.0M	132,651	−5,004	trim
75	Willis Investment Counsel	$24.0M	122,600	0	no change
76	ALLIANCEBERNSTEIN L.P.	$22.9M	124,633	−3,054	trim
77	Applied Finance Capital Management, LLC	$21.9M	111,515	+1,247	add
78	MIZUHO MARKETS AMERICAS LLC	$21.7M	110,487	0	no change
79	Mirae Asset Global Investments Co., Ltd.	$20.3M	103,489	−21,330	trim
80	ADAGE CAPITAL PARTNERS GP, L.L.C.	$20.2M	103,104	−162,900	trim
81	AVIVA PLC	$19.8M	100,886	+2,620	add
82	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$19.0M	97,162	0	no change
83	STIFEL FINANCIAL CORP	$18.9M	96,177	+11,090	add
84	Universal- Beteiligungs- und Servicegesellschaft mbH	$17.9M	91,590	−4,588	trim
85	Steward Partners Investment Advisory, LLC	$17.8M	90,619	+26,462	add
86	Sumitomo Mitsui DS Asset Management Company, Ltd	$16.4M	83,537	+12,903	add
87	GUARDIAN CAPITAL LP	$15.9M	80,875	+14,347	add
88	Janus Henderson Group Ltd.	$15.8M	80,807	+68,215	add
89	AMERICAN CENTURY COMPANIES INC	$15.8M	80,655	+4,387	add
90	CREDIT AGRICOLE S A	$15.5M	78,829	−5,898	trim
91	Mitsubishi UFJ Trust & Banking Corp	$14.9M	75,876	+102	add
92	FIRST TRUST ADVISORS LP	$14.9M	75,825	−16,695	trim
93	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$14.7M	78,465	−5,448	trim
94	CITADEL ADVISORS LLC	$14.6M	74,536	+35,988	add
95	FLPUTNAM INVESTMENT MANAGEMENT CO	$14.2M	72,382	+347	add
96	Pinnacle Financial Partners, Inc.	$14.2M	72,295	−450	trim
97	Cetera Investment Advisers	$13.8M	70,471	−1,349	trim
98	Running Oak Capital LLC	$13.7M	70,123	−11,009	trim
99	TRUIST FINANCIAL CORP	$13.3M	67,613	+5,691	add
100	Aberdeen Group plc	$13.1M	67,000	−238	trim
101	BANK OF NOVA SCOTIA	$13.0M	66,545	−37,679	trim
102	NORDEA INVESTMENT MANAGEMENT AB	$13.0M	66,869	−1,803	trim
103	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$12.6M	64,515	+7,394	add
104	DANSKE BANK A/S	$12.6M	64,340	−1,300	trim
105	Pictet Asset Management Holding SA	$12.5M	63,799	−228	trim
106	Swedbank AB	$12.2M	62,281	−5,418	trim
107	STATE OF WISCONSIN INVESTMENT BOARD	$12.1M	61,669	+1,447	add
108	DnB Asset Management AS	$12.1M	61,580	+29,908	add
109	INTEGRITY ALLIANCE, LLC.	$11.7M	59,774	−63	trim
110	NewEdge Advisors, LLC	$11.7M	59,432	+59,432	new
111	ROYAL LONDON ASSET MANAGEMENT LTD	$11.6M	59,196	0	no change
112	Man Group plc	$11.5M	58,792	−138,604	trim
113	Chevy Chase Trust Holdings, LLC	$11.3M	57,522	−2,290	trim
114	Allianz Asset Management GmbH	$11.2M	57,148	−12,870	trim
115	Quantinno Capital Management LP	$10.9M	55,846	+3,906	add
116	Asset Management One Co., Ltd.	$10.7M	54,746	+1,327	add
117	VOYA INVESTMENT MANAGEMENT LLC	$10.7M	54,498	−7,385	trim
118	CIBC Bancorp USA Inc.	$10.6M	54,294	—	no prior
119	Vanguard Investments Australia, Ltd.	$10.4M	53,299	—	no prior
120	FIFTH THIRD BANCORP	$10.2M	52,142	+32,553	add
121	VestGen Advisors, LLC	$10.2M	51,118	+1,410	add
122	Calamos Advisors LLC	$9.9M	50,672	0	no change
123	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$9.7M	49,603	+21,350	add
124	COMMERCE BANK	$9.7M	49,355	+46	add
125	Tredje AP-fonden	$9.4M	48,167	+35,231	add
126	Gotham Asset Management, LLC	$9.3M	47,571	+607	add
127	Wilmington Savings Fund Society, FSB	$9.0M	45,846	−2,022	trim
128	World Investment Advisors	$8.9M	45,165	+145	add
129	Mariner, LLC	$8.6M	43,708	+10,746	add
130	STEPHENS INC /AR/	$8.5M	42,430	+2,152	add
131	BEACON INVESTMENT ADVISORY SERVICES, INC.	$8.4M	42,886	−481	trim
132	Focus Partners Wealth	$8.4M	42,612	−1,198	trim
133	Creative Planning	$8.3M	42,289	+9,016	add
134	KLP KAPITALFORVALTNING AS	$8.3M	42,200	0	no change
135	Sienna Gestion	$8.1M	41,187	0	no change
136	NOMURA ASSET MANAGEMENT CO LTD	$8.1M	41,068	+2,624	add
137	Geneos Wealth Management Inc.	$8.0M	40,999	−4,945	trim
138	CIDEL ASSET MANAGEMENT INC	$8.0M	40,737	+40,737	new
139	Korea Investment CORP	$7.8M	39,655	−32,970	trim
140	OSAIC HOLDINGS, INC.	$7.6M	38,992	−865	trim
141	NISA INVESTMENT ADVISORS, LLC	$7.5M	38,318	−43	trim
142	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.5M	38,005	+79	add
143	State of New Jersey Common Pension Fund D	$7.4M	37,767	0	no change
144	Resona Asset Management Co.,Ltd.	$7.3M	37,080	+459	add
145	SKBA CAPITAL MANAGEMENT LLC	$7.2M	36,915	+300	add
146	Hudson Bay Capital Management LP	$7.2M	36,669	+13,880	add
147	Lansforsakringar Fondforvaltning AB (publ)	$6.9M	35,163	−4,192	trim
148	Ellsworth Advisors, LLC	$6.9M	35,152	+1,729	add
149	Marks Group Wealth Management, Inc	$6.9M	35,036	−4,414	trim
150	WESTPORT ASSET MANAGEMENT INC	$6.9M	35,000	0	no change
151	Royal Fund Management, LLC	$6.7M	34,280	+779	add
152	M&T BANK CORP	$6.7M	34,093	+186	add
153	National Pension Service	$6.6M	33,809	+33,809	new
154	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$6.6M	33,459	−1,707	trim
155	&PARTNERS	$6.3M	32,247	+1,567	add
156	COMMONWEALTH EQUITY SERVICES, LLC	$6.3M	32,099	+1,430	add
157	CIBC WORLD MARKET INC.	$6.3M	32,041	−10,995	trim
158	MetLife Investment Management, LLC	$6.2M	31,826	−1,415	trim
159	MGO ONE SEVEN LLC	$6.2M	31,810	−884	trim
160	Czech National Bank	$6.1M	31,358	+687	add
161	Arizona State Retirement System	$6.1M	31,282	−599	trim
162	Assenagon Asset Management S.A.	$6.1M	31,076	+4,757	add
163	LEVIN CAPITAL STRATEGIES, L.P.	$6.1M	30,909	+30,909	new
164	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.9M	30,112	−300	trim
165	XPONANCE LLC	$5.9M	30,038	+2,219	add
166	CIBC Asset Management Inc	$5.8M	29,767	+52	add
167	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.7M	29,247	+29,247	new
168	Sanctuary Advisors, LLC	$5.7M	29,088	+5,615	add
169	Capital Investment Counsel, LLC	$5.6M	28,456	+1,357	add
170	Connor, Clark & Lunn Investment Management Ltd.	$5.5M	28,006	+28,006	new
171	AGF MANAGEMENT LTD	$5.4M	27,578	+7,064	add
172	NATIONAL BANK OF CANADA /FI/	$5.4M	27,307	−48,380	trim
173	Y-Intercept (Hong Kong) Ltd	$5.3M	27,116	+27,116	new
174	PATTON ALBERTSON MILLER GROUP, LLC	$5.3M	27,088	−122	trim
175	HARRELL INVESTMENT PARTNERS, LLC	$5.3M	26,888	+2,110	add
176	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$5.3M	26,868	+263	add
177	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.3M	26,821	−234	trim
178	MML INVESTORS SERVICES, LLC	$5.3M	26,783	−4,448	trim
179	Genus Capital Management Inc.	$5.2M	26,606	+17,995	add
180	TWO SIGMA INVESTMENTS, LP	$5.2M	26,602	+26,602	new
181	Silvant Capital Management LLC	$5.1M	26,122	+5,872	add
182	Cerity Partners LLC	$4.8M	24,653	+6,117	add
183	Verition Fund Management LLC	$4.8M	24,585	−1,394	trim
184	Retirement Systems of Alabama	$4.8M	24,450	−294	trim
185	Graham Capital Management, L.P.	$4.8M	24,282	+24,282	new
186	Tulsa Wealth Advisors, INC	$4.7M	23,949	+23,949	new
187	Corient Private Wealth LLC	$4.6M	23,683	−12,996	trim
188	LAZARD ASSET MANAGEMENT LLC	$4.6M	23,613	−1,498	trim
189	ZACKS INVESTMENT MANAGEMENT	$4.6M	23,536	+1,281	add
190	MOTCO	$4.6M	23,480	−466	trim
191	Ethic Inc.	$4.6M	23,433	+1,808	add
192	SEB Asset Management AB	$4.5M	22,872	—	no prior
193	MERCER GLOBAL ADVISORS INC /ADV	$4.4M	22,559	−1,031	trim
194	Emerald Investment Advisers, LLC	$4.4M	22,466	—	no prior
195	SCS Capital Management LLC	$4.3M	21,962	−1,398	trim
196	USS Investment Management Ltd	$4.2M	21,460	+2,623	add
197	OPPENHEIMER ASSET MANAGEMENT INC.	$4.2M	21,458	+3,857	add
198	New Age Alpha Advisors, LLC	$4.2M	21,198	−822	trim
199	Rockefeller Capital Management L.P.	$4.1M	20,846	+169	add
200	IFM Investors Pty Ltd	$4.0M	20,624	−3,643	trim
201	NATIXIS	$4.0M	20,191	−137,818	trim
202	VISTA INVESTMENT PARTNERS LLC	$4.0M	20,166	+847	add
203	Daiwa Securities Group Inc.	$4.0M	20,154	+847	add
204	Pathstone Holdings, LLC	$3.9M	20,130	+2,371	add
205	STOREBRAND ASSET MANAGEMENT AS	$3.9M	19,978	—	no prior
206	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.9M	19,673	+4,888	add
207	Tidal Investments LLC	$3.8M	19,578	+12,436	add
208	Edgestream Partners, L.P.	$3.8M	19,499	+19,499	new
209	Siemens Fonds Invest GmbH	$3.8M	19,373	+1,339	add
210	Utah Retirement Systems	$3.7M	18,689	−584	trim
211	Dynamic Advisor Solutions LLC	$3.6M	18,566	+823	add
212	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.6M	18,540	+3,422	add
213	Ensign Peak Advisors, Inc	$3.6M	18,437	−2,699	trim
214	HighTower Advisors, LLC	$3.6M	18,384	+784	add
215	ASR Vermogensbeheer N.V.	$3.6M	18,266	+310	add
216	CALIBER WEALTH MANAGEMENT, LLC / KS	$3.5M	18,003	+116	add
217	ProShare Advisors LLC	$3.5M	17,880	−4,621	trim
218	FULTON BANK, N.A.	$3.4M	17,312	−532	trim
219	Vanguard Personalized Indexing Management, LLC	$3.4M	17,262	+1,013	add
220	Rakuten Investment Management, Inc.	$3.3M	17,088	+1,787	add
221	Blue Trust, Inc.	$3.3M	16,930	+135	add
222	Decatur Capital Management, Inc.	$3.3M	16,916	−263	trim
223	Forvis Mazars Wealth Advisors, LLC	$3.3M	16,877	−13	trim
224	KEYBANK NATIONAL ASSOCIATION/OH	$3.3M	16,876	−111	trim
225	NEOS Investment Management LLC	$3.3M	16,748	+686	add
226	PEDDOCK CAPITAL ADVISORS, LLC	$3.3M	16,723	−113	trim
227	Rodgers Brothers Inc.	$3.2M	16,487	0	no change
228	CWM, LLC	$3.2M	16,313	+1,620	add
229	Sterling Capital Management LLC	$3.2M	16,271	+14,503	add
230	TD Waterhouse Canada Inc.	$3.2M	16,394	+5,786	add
231	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.1M	16,031	+48	add
232	Advisors Asset Management, Inc.	$3.1M	16,017	−2,402	trim
233	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.1M	16,005	+16,005	new
234	Atria Investments, Inc	$3.1M	15,909	+5,625	add
235	Comprehensive Financial Consultants Institutional, Inc.	$3.1M	15,887	+10	add
236	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.1M	15,870	−4,735	trim
237	MACQUARIE GROUP LTD	$3.1M	15,880	+1,939	add
238	MACKENZIE FINANCIAL CORP	$3.0M	15,532	+957	add
239	Concurrent Investment Advisors, LLC	$3.0M	15,155	+1,557	add
240	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.9M	14,992	+67	add
241	Generali Asset Management SPA SGR	$2.9M	14,883	+4,318	add
242	Aptus Capital Advisors, LLC	$2.9M	14,878	+3,747	add
243	Atlantic Edge Private Wealth Management, LLC	$2.9M	14,558	+5,853	add
244	Orion Porfolio Solutions, LLC	$2.9M	14,541	−863	trim
245	ADELL HARRIMAN & CARPENTER INC	$2.8M	14,395	+218	add
246	Scissortail Wealth Management, LLC	$2.8M	14,297	+663	add
247	SevenBridge Financial Group, LLC	$2.8M	13,948	+2,435	add
248	CHOREO, LLC	$2.8M	14,193	+776	add
249	BENJAMIN EDWARDS INC	$2.7M	13,711	+2,070	add
250	PLIMOTH TRUST CO LLC	$2.7M	13,686	−162	trim
251	Vident Advisory, LLC	$2.7M	13,568	+9,498	add
252	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.6M	13,224	−57	trim
253	Zurich Insurance Group Ltd/FI	$2.6M	13,160	0	no change
254	UniSuper Management Pty Ltd	$2.6M	13,106	−1,364	trim
255	HENNESSY ADVISORS INC	$2.5M	12,900	−1,600	trim
256	Beacon Pointe Advisors, LLC	$2.5M	12,850	+9,545	add
257	Americana Partners, LLC	$2.5M	12,832	+1,216	add
258	Empowered Funds, LLC	$2.5M	12,762	+12,762	new
259	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.4M	12,447	+634	add
260	Jain Global LLC	$2.4M	12,364	+12,364	new
261	OP Asset Management Ltd	$2.4M	12,265	—	no prior
262	VISTA INVESTMENT PARTNERS II, LLC	$2.4M	12,256	+278	add
263	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.4M	12,244	−244	trim
264	Integrated Advisors Network LLC	$2.4M	12,140	−1,570	trim
265	MARCO INVESTMENT MANAGEMENT LLC	$2.3M	11,725	+1,050	add
266	Phoenix Wealth Advisors	$2.3M	11,701	−1,078	trim
267	Sowell Financial Services LLC	$2.3M	11,596	+661	add
268	Mystic Asset Management, Inc.	$2.3M	11,552	−125	trim
269	Peterson Wealth Services	$2.2M	11,287	+433	add
270	Baird Financial Group, Inc.	$2.2M	11,161	+11,161	new
271	Jacobi Capital Management LLC	$2.2M	11,086	+493	add
272	Midwest Trust Co	$2.1M	10,890	+180	add
273	HM PAYSON & CO	$2.1M	10,702	−125	trim
274	FIRST BUSINESS FINANCIAL SERVICES, INC.	$2.1M	10,684	+1,148	add
275	Aquatic Capital Management LLC	$2.1M	10,552	+10,552	new
276	Walleye Capital LLC	$2.0M	10,407	+6,296	add
277	FORA Capital, LLC	$2.0M	10,339	+2,128	add
278	Bragg Financial Advisors, Inc	$2.0M	10,318	−603	trim
279	BEACON INVESTMENT ADVISORS LLC	$2.0M	10,305	−55	trim
280	GLENMEDE TRUST CO NA	$1.9M	9,923	+149	add
281	Winthrop Partners - WNY, LLC	$1.9M	9,666	−91	trim
282	Virtus Investment Advisers, LLC	$1.9M	9,638	+9,638	new
283	Wealthfront Advisers LLC	$1.9M	9,534	+1,217	add
284	SAGESPRING WEALTH PARTNERS, LLC	$1.9M	9,454	−276	trim
285	Summit Trail Advisors, LLC	$1.8M	9,380	+3,045	add
286	OPPENHEIMER & CO INC	$1.8M	9,258	−354	trim
287	Ruffer LLP	$1.8M	8,978	+8,978	new
288	MAI Capital Management	$1.8M	8,975	+600	add
289	ExodusPoint Capital Management, LP	$1.7M	8,911	+6,657	add
290	TMB Capital Partners, LLC	$1.7M	8,879	−155	trim
291	AGP FRANKLIN, LLC	$1.7M	8,858	−4,279	trim
292	HUNTINGTON NATIONAL BANK	$1.7M	8,656	+8,656	new
293	CANANDAIGUA NATIONAL CORP	$1.7M	8,640	—	no prior
294	Dynamic Technology Lab Private Ltd	$1.7M	8,623	+8,623	new
295	PDT Partners, LLC	$1.7M	8,603	+5,603	add
296	Brooklyn Investment Group	$1.7M	8,570	+6,103	add
297	YOUSIF CAPITAL MANAGEMENT, LLC	$1.7M	8,550	−529	trim
298	Vestmark Advisory Solutions, Inc.	$1.6M	8,379	+5,194	add
299	Aviso Financial Inc.	$1.6M	8,364	+1,270	add
300	TECTONIC ADVISORS LLC	$1.6M	8,244	+141	add
301	Investment Management Corp of Ontario	$1.6M	8,243	−808	trim
302	Family Legacy, Inc.	$1.6M	8,025	+23	add
303	CITIZENS FINANCIAL GROUP INC/RI	$1.6M	7,990	0	no change
304	BLAIR WILLIAM & CO/IL	$1.6M	7,984	+344	add
305	MAGNOLIA CAPITAL ADVISORS LLC	$1.6M	7,966	+385	add
306	Kestra Advisory Services, LLC	$1.5M	7,862	+561	add
307	GROUPAMA ASSET MANAGMENT	$1.5M	7,859	+759	add
308	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.5M	7,850	+4,368	add
309	Clearbridge Investments, LLC	$1.5M	7,837	0	no change
310	Lido Advisors, LLC	$1.5M	7,835	−347	trim
311	Farringdon Capital, Ltd.	$1.5M	7,609	+5,756	add
312	NewEdge Wealth, LLC	$1.5M	7,505	+2,733	add
313	Dai-ichi Life Insurance Company, Ltd	$1.5M	7,495	+3,000	add
314	Bridgewater Associates, LP	$1.5M	7,490	+307	add
315	Belpointe Asset Management LLC	$1.5M	7,427	−1,344	trim
316	Rafferty Asset Management, LLC	$1.4M	7,244	−2,906	trim
317	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.4M	7,235	−34,040	trim
318	WBI INVESTMENTS, LLC	$1.4M	7,229	+5,808	add
319	Norinchukin Bank, The	$1.4M	7,172	−25	trim
320	AFFINITY INVESTMENT ADVISORS, LLC	$1.4M	7,139	−45	trim
321	Laird Norton Wetherby Trust Company, LLC	$1.4M	7,131	−88	trim
322	OmniStar Financial Group, Inc.	$1.4M	7,101	+4,346	add
323	Capital Management Associates, Inc	$1.4M	7,075	+17	add
324	MIZUHO SECURITIES USA LLC	$1.4M	6,961	−1,508	trim
325	SIERRA SUMMIT ADVISORS LLC	$1.4M	6,957	+380	add
326	LEVEL FOUR ADVISORY SERVICES, LLC	$1.4M	6,925	+343	add
327	ABN AMRO INVESTMENT SOLUTIONS	$1.4M	6,897	−413	trim
328	Hennion & Walsh Asset Management, Inc.	$1.3M	6,718	−631	trim
329	Snowden Capital Advisors LLC	$1.3M	6,684	+1,356	add
330	IEQ CAPITAL, LLC	$1.3M	6,681	+6,681	new
331	HARTFORD INVESTMENT MANAGEMENT CO	$1.3M	6,580	−152	trim
332	Capital International Sarl	$1.3M	6,560	−3,353	trim
333	F/m Investments LLC	$1.3M	6,525	−23,121	trim
334	HB Wealth Management, LLC	$1.3M	6,481	+1,107	add
335	Bellwether Advisors, LLC	$1.3M	6,454	+6,454	new
336	Knollwood Investment Advisory, LLC	$1.2M	6,287	0	no change
337	SFMG, LLC	$1.2M	6,227	+10	add
338	BURNEY CO/	$1.2M	6,117	−3,340	trim
339	ARWA LLC	$1.2M	6,097	+6,097	new
340	LMG Wealth Partners, LLC	$1.2M	6,085	+664	add
341	Waverly Advisors, LLC	$1.2M	6,043	+1,593	add
342	LRT Capital Management, LLC	$1.2M	5,877	−5,759	trim
343	SFE Investment Counsel	$1.1M	5,785	+660	add
344	FIRST MANHATTAN CO. LLC.	$1.1M	5,749	−25	trim
345	MOODY NATIONAL BANK TRUST DIVISION	$1.1M	5,727	−71	trim
346	Maryland State Retirement & Pension System	$1.1M	5,679	0	no change
347	Private Advisor Group, LLC	$1.1M	5,644	−419	trim
348	Sequoia Financial Advisors, LLC	$1.1M	5,638	−232	trim
349	OMERS ADMINISTRATION Corp	$1.1M	5,570	+1,300	add
350	iSAM Funds (UK) Ltd	$1.1M	5,568	+5,568	new
351	CONGRESS ASSET MANAGEMENT CO	$1.1M	5,546	−410	trim
352	Chicago Partners Investment Group LLC	$1.1M	5,380	+168	add
353	AG2R LA MONDIALE GESTION D'ACTIFS	$1.1M	5,405	+5,405	new
354	CI INVESTMENTS INC.	$1.1M	5,402	−70	trim
355	Candriam S.C.A.	$1.0M	5,354	+462	add
356	Concord Wealth Partners	$1.0M	5,328	+800	add
357	Concord Asset Management, LLC/VA	$1.0M	5,304	+784	add
358	ALERUS FINANCIAL NA	$1.0M	5,291	+5,291	new
359	Banque Cantonale Vaudoise	$1.0M	5,235	+2,645	add
360	Invera Wealth Advisors, LLC	$1.0M	5,218	−88	trim
361	INTECH INVESTMENT MANAGEMENT LLC	$1.0M	5,177	−3,798	trim
362	Federation des caisses Desjardins du Quebec	$1.0M	5,133	+763	add
363	JAMES INVESTMENT RESEARCH, INC.	$998K	5,092	−295	trim
364	EXCHANGE TRADED CONCEPTS, LLC	$991K	5,055	−99	trim
365	Brevan Howard Capital Management LP	$978K	4,988	+4,988	new
366	Capstone Financial Advisors, Inc.	$977K	4,981	−598	trim
367	Allspring Global Investments Holdings, LLC	$965K	4,998	+101	add
368	SAXON INTERESTS, INC.	$959K	4,893	+45	add
369	Quantbot Technologies LP	$955K	4,873	+1,799	add
370	Torrey Growth & Income Advisors	$954K	4,905	0	no change
371	QRG CAPITAL MANAGEMENT, INC.	$942K	4,804	−841	trim
372	Lauterbach Financial Advisors, LLC	$941K	4,800	0	no change
373	Alphadyne Asset Management LP	$940K	4,795	+4,795	new
374	TOKIO MARINE ASSET MANAGEMENT CO LTD	$938K	4,786	0	no change
375	AMG National Trust Bank	$931K	4,750	+2,732	add
376	Stonebrook Private Inc.	$931K	4,750	−130	trim
377	MUFG Securities EMEA plc	$925K	4,720	−48	trim
378	Ascent Group, LLC	$912K	4,654	−47	trim
379	Callan Family Office, LLC	$912K	4,650	−279	trim
380	Frank, Rimerman Advisors LLC	$895K	4,565	+5	add
381	SEARLE & CO.	$882K	4,500	0	no change
382	Allworth Financial LP	$866K	4,416	+284	add
383	XTX Topco Ltd	$854K	4,355	+4,355	new
384	PRUDENTIAL PLC	$841K	4,291	+1,070	add
385	Smartleaf Asset Management LLC	$839K	4,303	+1,115	add
386	SHEETS SMITH WEALTH MANAGEMENT	$839K	4,281	0	no change
387	KESTRA PRIVATE WEALTH SERVICES, LLC	$836K	4,264	+152	add
388	Crossmark Global Holdings, Inc.	$833K	4,250	—	no prior
389	MARTINGALE ASSET MANAGEMENT L P	$832K	4,246	−4,603	trim
390	Merit Financial Group, LLC	$832K	4,243	+186	add
391	Empirical Finance, LLC	$825K	4,208	−10	trim
392	Checchi Capital Advisers, LLC	$810K	4,133	+343	add
393	Fortis Capital Advisors, LLC	$809K	4,128	−1,345	trim
394	Vontobel Holding Ltd.	$807K	4,114	+762	add
395	Nicholas Investment Partners, LP	$797K	4,067	0	no change
396	Portfolio Design Labs, LLC	$793K	4,043	−48	trim
397	ONTARIO TEACHERS PENSION PLAN BOARD	$774K	3,947	−8,341	trim
398	OpenArc Corporate Advisory, LLC	$769K	3,924	−9,327	trim
399	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$744K	3,794	−43	trim
400	Kiker Wealth Management, LLC	$734K	3,743	+3,743	new
401	GROUP ONE TRADING LLC	$732K	3,736	+3,041	add
402	EASTERN BANK	$732K	3,736	−451	trim
403	Qsemble Capital Management, LP	$732K	3,733	+3,733	new
404	Apollon Wealth Management, LLC	$731K	3,730	+93	add
405	Kepler Cheuvreux (Suisse) SA	$723K	3,688	+3,688	new
406	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$722K	3,683	−33	trim
407	ADVOCATE GROUP LLC	$716K	3,652	−13	trim
408	DRAVO BAY LLC	$712K	3,631	−1,692	trim
409	NorthCrest Asset Manangement, LLC	$710K	3,616	−1,732	trim
410	Ascentis Independent Advisors	$684K	3,491	−17	trim
411	Keyes, Stange & Wooten Wealth Management, LLC	$684K	3,489	+8	add
412	AE Wealth Management LLC	$679K	3,464	+259	add
413	Cordgrass Capital Advisors, LLC	$677K	3,454	−815	trim
414	EVERGREEN CAPITAL MANAGEMENT LLC	$676K	3,450	+128	add
415	MAVERICK CAPITAL LTD	$675K	3,442	+3,442	new
416	TWIN CAPITAL MANAGEMENT INC	$668K	3,405	+1,548	add
417	HOWLAND CAPITAL MANAGEMENT LLC	$667K	3,400	−202	trim
418	GREENLEAF TRUST	$664K	3,387	+47	add
419	ELEVATION POINT WEALTH PARTNERS, LLC	$664K	3,387	+1,083	add
420	North Dakota State Investment Board	$662K	3,377	−630	trim
421	Metis Global Partners, LLC	$645K	3,288	−430	trim
422	Tower Research Capital LLC (TRC)	$625K	3,190	+843	add
423	MUFG SECURITIES AMERICAS INC.	$625K	3,186	+52	add
424	Kingsview Wealth Management, LLC	$619K	3,157	+1,751	add
425	Vise Technologies, Inc.	$617K	3,355	0	no change
426	SECURIAN ASSET MANAGEMENT, INC	$615K	3,138	0	no change
427	Grantham, Mayo, Van Otterloo & Co. LLC	$611K	3,115	+415	add
428	Chesley Taft & Associates LLC	$608K	3,101	+225	add
429	Mutual Advisors, LLC	$603K	3,076	−440	trim
430	COLDSTREAM CAPITAL MANAGEMENT INC	$602K	3,073	−241	trim
431	Strathmore Capital Advisors, Inc.	$599K	2,980	+66	add
432	D.A. DAVIDSON & CO.	$589K	3,003	+51	add
433	CARDEROCK CAPITAL MANAGEMENT INC	$588K	3,000	+3,000	new
434	MONTGOMERY INVESTMENT MANAGEMENT INC	$588K	3,000	0	no change
435	Harbour Wealth Management Group, Inc.	$570K	2,907	+420	add
436	Dickmeyer Boyce Financial Management, Inc.	$569K	2,900	—	no prior
437	Walleye Trading LLC	$562K	2,867	+2,867	new
438	PRINCIPAL SECURITIES, INC.	$555K	2,832	+231	add
439	Lifeworks Advisors, LLC	$552K	2,818	−102	trim
440	PRING TURNER CAPITAL GROUP INC	$552K	3,000	0	no change
441	Envestnet Portfolio Solutions, Inc.	$550K	2,807	−16,550	trim
442	NAVELLIER & ASSOCIATES INC	$549K	2,802	−183	trim
443	BRANDYWINE OAK PRIVATE WEALTH LLC	$544K	2,773	−32	trim
444	EagleClaw Capital Managment, LLC	$539K	2,750	−450	trim
445	TRUSTMARK BANK TRUST DEPARTMENT	$536K	2,736	−326	trim
446	AlphaCore Capital LLC	$534K	2,723	−572	trim
447	ZWJ INVESTMENT COUNSEL INC	$529K	2,700	−9	trim
448	EP Wealth Advisors, LLC	$528K	2,692	+647	add
449	Center for Financial Planning, Inc.	$517K	2,639	+85	add
450	LEAVELL INVESTMENT MANAGEMENT, INC.	$515K	2,629	+6	add
451	Volterra Technologies LP	$513K	2,618	+2,618	new
452	Summit Financial, LLC	$506K	2,579	+2,579	new
453	CHESAPEAKE ASSET MANAGEMENT LLC	$498K	2,542	+1,581	add
454	TEMA ETFS LLC	$496K	2,530	+7	add
455	Apella Capital, LLC	$491K	2,443	+102	add
456	Signal Advisors Wealth, LLC	$488K	2,491	+127	add
457	Fieldview Capital Management, LLC	$488K	2,490	+663	add
458	Advyzon Investment Management, LLC	$487K	2,486	+2,486	new
459	Rehmann Capital Advisory Group	$476K	2,428	+389	add
460	Hickory Point Bank & Trust	$475K	2,425	+2,425	new
461	Voleon Capital Management LP	$475K	2,422	+2,422	new
462	ASSOCIATED BANC-CORP	$474K	2,418	0	no change
463	Aspire Growth Partners LLC	$472K	2,409	−238	trim
464	JOHNSON INVESTMENT COUNSEL INC	$468K	2,389	−245	trim
465	JOURNEY STRATEGIC WEALTH LLC	$467K	2,383	+104	add
466	FOCUSED ALPHA, LLC	$461K	2,350	+166	add
467	PUREfi Wealth, LLC	$458K	2,334	+2,334	new
468	Truvestments Capital LLC	$457K	2,333	0	no change
469	Sound View Wealth Advisors Group, LLC	$453K	2,309	−27	trim
470	GATEWAY INVESTMENT ADVISERS LLC	$451K	2,299	+822	add
471	nVerses Capital, LLC	$449K	2,290	+2,290	new
472	ASHTON THOMAS SECURITIES, LLC	$449K	2,288	+2,288	new
473	Meiji Yasuda Asset Management Co Ltd.	$448K	2,286	−40	trim
474	Koshinski Asset Management, Inc.	$442K	2,254	+473	add
475	GLOBALT Investments LLC / GA	$440K	2,245	−985	trim
476	QUADRANT CAPITAL GROUP LLC	$439K	2,241	−22	trim
477	Independent Advisor Alliance	$438K	2,232	−144	trim
478	SIGNATUREFD, LLC	$435K	2,221	+39	add
479	DoubleLine ETF Adviser LP	$435K	2,219	−342	trim
480	EVOKE WEALTH, LLC	$435K	2,218	+208	add
481	NavPoint Financial, Inc.	$432K	2,204	0	no change
482	Equitable Holdings, Inc.	$429K	2,333	+2,333	new
483	Blackston Financial Advisory Group, LLC	$427K	2,176	−83	trim
484	Impact Investors, Inc	$425K	2,170	0	no change
485	Western Wealth Management, LLC	$425K	2,170	+2,170	new
486	EXCALIBUR MANAGEMENT CORP	$424K	2,162	0	no change
487	BOOTHBAY FUND MANAGEMENT, LLC	$419K	2,139	+2,139	new
488	WEALTH ALLIANCE, LLC	$419K	2,138	+2,138	new
489	Avidian Wealth Enterprises, LLC	$411K	2,098	+360	add
490	Confluence Wealth Services, Inc.	$410K	2,092	−54	trim
491	RITHOLTZ WEALTH MANAGEMENT	$410K	2,090	−41	trim
492	OLD NATIONAL BANCORP /IN/	$410K	2,089	−12	trim
493	Rossmore Private Capital	$407K	2,075	0	no change
494	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	$405K	2,047	+11	add
495	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$404K	2,092	+7	add
496	Bryn Mawr Trust Advisors, LLC	$400K	2,041	+3	add
497	Focus Partners Advisor Solutions, LLC	$397K	2,024	+406	add
498	Savant Capital, LLC	$396K	2,021	+499	add
499	NORDEN GROUP LLC	$395K	2,013	−23	trim
500	Severin Investments, LLC	$390K	1,992	+68	add

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

Congress ↔ notable managers · DRI

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

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 $10.8M held
Trimming: 0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on DRI
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+607 sh
2026-05-15	Bridgewater Associates 13F	add	+307 sh

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

11 members of Congress disclosed DRI — the congressional view ↗