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 ↗

EMERSON ELEC CO · common stock · Q1 2026 · 38 members disclosed EMR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,778 holders are listed, largest first: 1,778
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $53.5B
holders whose share count rose or who opened the position (new + add), by shares: 747
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 117

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 EMR ranked by reported value, 1–25 of 1,778 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.5B	41,811,242	+1,186,980	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.8B	36,526,083	—	NO PRIOR
3	STATE STREET CORP	$3.6B	27,274,540	−208,900	TRIM
4	BANK OF AMERICA CORP /DE/	$2.6B	19,941,844	+2,302,055	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.7B	13,096,286	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$1.6B	12,546,905	+218,581	ADD
7	MORGAN STANLEY	$1.5B	11,650,062	−155,987	TRIM
8	WELLS FARGO & COMPANY/MN	$1.3B	9,964,935	−875,174	TRIM
9	WELLINGTON MANAGEMENT GROUP LLP	$1.3B	9,618,055	−3,353,823	TRIM
10	Fisher Asset Management, LLC	$1.1B	8,480,019	+1,288,901	ADD
11	Invesco Ltd.	$1.1B	8,347,801	+497,297	ADD
12	UBS Group AG	$843M	6,430,904	+407,086	ADD
13	Bank of New York Mellon Corp	$827M	6,315,661	+117,513	ADD
14	NORTHERN TRUST CORP	$822M	6,271,073	−168,765	TRIM
15	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$765M	5,838,867	0	NO CHANGE
16	NORDEA INVESTMENT MANAGEMENT AB	$758M	5,976,070	−201,271	TRIM
17	SCHRODER INVESTMENT MANAGEMENT GROUP	$755M	5,762,140	−1,699,587	TRIM
18	AMERIPRISE FINANCIAL INC	$653M	4,982,305	+1,848,714	ADD
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$580M	4,425,843	+393,298	ADD
20	Newport Trust Company, LLC	$571M	4,360,053	−123,661	TRIM
21	Legal & General Group Plc	$546M	4,165,222	+50,752	ADD
22	FMR LLC	$541M	4,130,229	+50,354	ADD
23	DIMENSIONAL FUND ADVISORS LP	$526M	4,014,569	+156,570	ADD
24	Nuveen, LLC	$489M	3,730,005	−1,967,305	TRIM
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$464M	3,541,657	+81,720	ADD

Show the top 500 of 1,778 holders

13F holders of EMR ranked by reported value, 26–500 of 1,778 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Swedbank AB	$437M	3,332,429	+221,632	ADD
27	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$427M	3,173,181	+1,048,006	ADD
28	VANGUARD FIDUCIARY TRUST CO	$414M	3,163,314	—	NO PRIOR
29	1832 Asset Management L.P.	$354M	2,703,627	−709,691	TRIM
30	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$339M	2,589,541	+262,017	ADD
31	Amundi	$331M	2,526,341	+317,594	ADD
32	RAYMOND JAMES FINANCIAL INC	$304M	2,351,253	+277,025	ADD
33	ROYAL BANK OF CANADA	$297M	2,270,471	−262,087	TRIM
34	Janus Henderson Group Ltd.	$289M	2,207,707	+1,079,665	ADD
35	Sumitomo Mitsui Trust Group, Inc.	$267M	2,034,712	−54,635	TRIM
36	KING LUTHER CAPITAL MANAGEMENT CORP	$261M	1,993,673	+670	ADD
37	US BANCORP \DE\	$254M	1,939,393	−20,765	TRIM
38	Bank Julius Baer & Co. Ltd, Zurich	$234M	1,811,452	+103,579	ADD
39	Guinness Asset Management LTD	$227M	1,735,563	−113,685	TRIM
40	ENVESTNET ASSET MANAGEMENT INC	$222M	1,692,527	+120,199	ADD
41	Sarasin & Partners LLP	$216M	1,651,372	−598,563	TRIM
42	Swiss National Bank	$216M	1,648,700	+106,500	ADD
43	Clearbridge Investments, LLC	$214M	1,635,258	+50,942	ADD
44	HSBC HOLDINGS PLC	$209M	1,597,789	−1,746,533	TRIM
45	DEUTSCHE BANK AG\	$204M	1,555,029	−55,315	TRIM
46	ALLIANCEBERNSTEIN L.P.	$192M	1,443,223	−490,770	TRIM
47	National Pension Service	$181M	1,382,959	+1,382,959	NEW
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$178M	1,360,140	+321,476	ADD
49	Phoenix Financial Ltd.	$173M	1,321,566	+1,314,656	ADD
50	Mitsubishi UFJ Asset Management Co., Ltd.	$171M	1,303,776	+89,546	ADD
51	Vontobel Holding Ltd.	$168M	1,279,230	+1,107,783	ADD
52	Rockefeller Capital Management L.P.	$161M	1,229,543	+72,669	ADD
53	Vanguard Global Advisers, LLC	$161M	1,229,078	—	NO PRIOR
54	Clean Energy Transition LLP	$160M	1,222,925	−128,299	TRIM
55	TRUIST FINANCIAL CORP	$159M	1,215,818	+30,658	ADD
56	LPL Financial LLC	$157M	1,201,556	+18,288	ADD
57	ProShare Advisors LLC	$156M	1,187,923	−133,989	TRIM
58	Robeco Institutional Asset Management B.V.	$140M	1,068,844	+231,432	ADD
59	VANGUARD ASSET MANAGEMENT, Ltd	$139M	1,059,547	—	NO PRIOR
60	BARCLAYS PLC	$131M	1,000,746	+214,503	ADD
61	KEYBANK NATIONAL ASSOCIATION/OH	$130M	988,630	+2,990	ADD
62	BRANDES INVESTMENT PARTNERS, LP	$125M	953,506	+45,424	ADD
63	DnB Asset Management AS	$121M	925,822	+51,924	ADD
64	CITADEL ADVISORS LLC	$117M	893,197	+735,067	ADD
65	FIFTH THIRD BANCORP	$115M	877,275	+452,738	ADD
66	Corient Private Wealth LLC	$113M	862,405	−994,946	TRIM
67	Quilter Plc	$108M	822,694	+18,356	ADD
68	STIFEL FINANCIAL CORP	$105M	801,056	−134,163	TRIM
69	Cerity Partners LLC	$103M	789,721	+6,000	ADD
70	NEW YORK STATE COMMON RETIREMENT FUND	$102M	775,399	+200	ADD
71	LAZARD ASSET MANAGEMENT LLC	$101M	768,633	+9,214	ADD
72	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$97.2M	741,499	+110,890	ADD
73	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$96.9M	739,544	−10,709	TRIM
74	SCOTIA CAPITAL INC.	$95.7M	730,127	−72,087	TRIM
75	Baird Financial Group, Inc.	$94.6M	722,256	+722,256	NEW
76	Capital Research Global Investors	$92.6M	707,140	+3,593	ADD
77	Perpetual Ltd	$92.3M	704,749	−113,510	TRIM
78	D. E. Shaw & Co., Inc.	$92.0M	702,311	+667,949	ADD
79	J. Safra Sarasin Holding AG	$89.6M	684,181	−24,396	TRIM
80	WORLDQUANT MILLENNIUM ADVISORS LLC	$88.1M	672,078	+550,976	ADD
81	HighTower Advisors, LLC	$87.4M	667,141	−29,322	TRIM
82	FIRST TRUST ADVISORS LP	$82.6M	630,502	+60,674	ADD
83	PRINCIPAL FINANCIAL GROUP INC	$81.8M	624,612	−22,703	TRIM
84	COMMERCE BANK	$74.6M	569,211	+73,263	ADD
85	BANK OF MONTREAL /CAN/	$73.9M	564,333	−74,853	TRIM
86	Aberdeen Group plc	$71.7M	547,504	+6,374	ADD
87	Mariner, LLC	$70.3M	536,646	−12,393	TRIM
88	Candriam S.C.A.	$68.4M	522,004	+3,970	ADD
89	AVIVA PLC	$64.1M	489,591	+13,875	ADD
90	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$63.4M	484,130	0	NO CHANGE
91	James Hambro & Partners LLP	$63.4M	483,431	+276,840	ADD
92	CITIGROUP INC	$62.7M	478,224	+133,414	ADD
93	MACKENZIE FINANCIAL CORP	$62.3M	475,515	+95,385	ADD
94	Quantinno Capital Management LP	$61.3M	467,877	+46,975	ADD
95	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$59.9M	457,270	−2,522	TRIM
96	Universal- Beteiligungs- und Servicegesellschaft mbH	$59.6M	455,081	+38,085	ADD
97	NOMURA ASSET MANAGEMENT CO LTD	$59.4M	453,126	−17,370	TRIM
98	M&T BANK CORP	$55.7M	424,989	−13,730	TRIM
99	COMMONWEALTH EQUITY SERVICES, LLC	$55.6M	424,743	−33,778	TRIM
100	ADAGE CAPITAL PARTNERS GP, L.L.C.	$55.5M	423,505	−5,573	TRIM
101	NewEdge Advisors, LLC	$55.2M	421,545	+14,893	ADD
102	Allspring Global Investments Holdings, LLC	$54.2M	409,771	+11,339	ADD
103	Retirement Systems of Alabama	$53.6M	409,363	−169	TRIM
104	Korea Investment CORP	$53.3M	406,609	+93,742	ADD
105	BLAIR WILLIAM & CO/IL	$51.1M	389,990	+8,785	ADD
106	EASTERN BANK	$50.0M	381,993	−79,305	TRIM
107	Vest Financial, LLC	$47.7M	364,415	−31,111	TRIM
108	NATIONAL BANK OF CANADA /FI/	$47.5M	362,306	+37,088	ADD
109	KLP KAPITALFORVALTNING AS	$46.9M	357,913	+10,700	ADD
110	Focus Partners Wealth	$46.5M	354,800	−3,393	TRIM
111	Squarepoint Ops LLC	$46.0M	351,339	+296,642	ADD
112	Calamos Advisors LLC	$45.0M	343,549	+21,635	ADD
113	LGT Group Foundation	$44.9M	342,347	+22,630	ADD
114	MERCER GLOBAL ADVISORS INC /ADV	$44.6M	340,381	−1,727	TRIM
115	DANSKE BANK A/S	$43.5M	331,658	−126,818	TRIM
116	Cetera Investment Advisers	$43.2M	330,019	+3,906	ADD
117	ABSHER WEALTH MANAGEMENT, LLC	$42.8M	326,327	+76,875	ADD
118	BNP Paribas Asset Management Holding S.A.	$42.6M	326,172	+22,927	ADD
119	Eurizon Capital SGR S.p.A.	$42.3M	324,393	−53,846	TRIM
120	EXCHANGE TRADED CONCEPTS, LLC	$42.1M	321,008	+36,918	ADD
121	DEPRINCE RACE & ZOLLO INC	$41.4M	316,238	−34,876	TRIM
122	BERKSHIRE ASSET MANAGEMENT LLC/PA	$41.4M	316,076	−351	TRIM
123	STATE OF WISCONSIN INVESTMENT BOARD	$40.8M	311,102	+19,544	ADD
124	Covea Finance	$39.6M	302,599	−27,070	TRIM
125	Plancorp, LLC	$39.1M	271,981	−21,223	TRIM
126	TOCQUEVILLE ASSET MANAGEMENT L.P.	$39.0M	297,318	−3,084	TRIM
127	&PARTNERS	$38.9M	296,805	−12,688	TRIM
128	CIBC Bancorp USA Inc.	$38.8M	296,101	—	NO PRIOR
129	APG Asset Management N.V.	$38.0M	333,937	−1,928	TRIM
130	Chevy Chase Trust Holdings, LLC	$37.2M	284,125	−8,544	TRIM
131	Assenagon Asset Management S.A.	$37.1M	283,097	−265,726	TRIM
132	Creative Planning	$36.9M	281,876	+46,796	ADD
133	PRUDENTIAL FINANCIAL INC	$36.8M	280,662	−1,790	TRIM
134	CI INVESTMENTS INC.	$36.7M	279,875	−3,065	TRIM
135	Groupe la Francaise	$36.3M	277,003	+165,428	ADD
136	Zurcher Kantonalbank (Zurich Cantonalbank)	$36.1M	275,238	+275,238	NEW
137	Asset Management One Co., Ltd.	$35.9M	274,155	−7,204	TRIM
138	ROYAL LONDON ASSET MANAGEMENT LTD	$35.1M	268,108	+525	ADD
139	Allianz Asset Management GmbH	$35.0M	267,290	−16,631	TRIM
140	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$34.4M	262,665	+38,763	ADD
141	Vanguard Investments Australia, Ltd.	$34.3M	261,926	—	NO PRIOR
142	VICTORY CAPITAL MANAGEMENT INC	$34.1M	260,230	−5,435	TRIM
143	Pictet Asset Management Holding SA	$33.6M	256,438	−6,557	TRIM
144	Kestra Advisory Services, LLC	$33.4M	254,847	+16,955	ADD
145	JOHN G ULLMAN & ASSOCIATES INC	$32.8M	250,719	−26,722	TRIM
146	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$32.3M	246,310	−5,238	TRIM
147	Sanctuary Advisors, LLC	$32.1M	245,268	+15,189	ADD
148	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$31.7M	242,269	+1,594	ADD
149	FRANKLIN RESOURCES INC	$31.5M	240,574	−124,636	TRIM
150	TD ASSET MANAGEMENT INC	$31.3M	238,690	−9,065	TRIM
151	VOYA INVESTMENT MANAGEMENT LLC	$30.9M	236,153	−12,851	TRIM
152	SUMMITRY LLC	$30.9M	235,624	+175,130	ADD
153	Connor, Clark & Lunn Investment Management Ltd.	$30.5M	232,640	+189,604	ADD
154	Mitsubishi UFJ Trust & Banking Corp	$30.1M	229,493	+597	ADD
155	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$29.3M	223,323	−73,460	TRIM
156	Lansforsakringar Fondforvaltning AB (publ)	$28.9M	220,348	+1,492	ADD
157	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$28.8M	219,730	+30,886	ADD
158	Y-Intercept (Hong Kong) Ltd	$28.7M	218,790	+218,790	NEW
159	OSAIC HOLDINGS, INC.	$28.5M	217,573	−17,866	TRIM
160	Tredje AP-fonden	$28.5M	217,605	+28,587	ADD
161	Gotham Asset Management, LLC	$27.7M	211,504	−7,335	TRIM
162	Midwest Trust Co	$27.2M	207,376	+245	ADD
163	NISA INVESTMENT ADVISORS, LLC	$26.9M	205,678	−4,053	TRIM
164	Epoch Investment Partners, Inc.	$26.7M	203,608	−1,749	TRIM
165	Modera Wealth Management, LLC	$25.7M	196,327	−4,479	TRIM
166	TUDOR INVESTMENT CORP ET AL	$25.5M	194,312	+194,312	NEW
167	State of New Jersey Common Pension Fund D	$25.0M	190,699	+391	ADD
168	NOVARE CAPITAL MANAGEMENT LLC	$24.6M	187,538	−4,359	TRIM
169	FEDERATED HERMES, INC.	$24.2M	184,443	+4,365	ADD
170	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$24.1M	183,872	+16,931	ADD
171	FARMERS & MERCHANTS INVESTMENTS INC	$24.1M	183,571	+1,715	ADD
172	Resona Asset Management Co.,Ltd.	$24.0M	186,194	+1,692	ADD
173	OPPENHEIMER ASSET MANAGEMENT INC.	$23.3M	178,058	+1,897	ADD
174	Crossmark Global Holdings, Inc.	$23.1M	176,078	—	NO PRIOR
175	ZACKS INVESTMENT MANAGEMENT	$22.9M	175,131	−3,755	TRIM
176	TORONTO DOMINION BANK	$22.8M	174,363	−22,015	TRIM
177	GREAT LAKES ADVISORS, LLC	$22.7M	173,402	−132,631	TRIM
178	National Mutual Insurance Federation of Agricultural Cooperatives	$22.4M	170,800	0	NO CHANGE
179	OFI INVEST ASSET MANAGEMENT	$22.3M	196,236	+183,866	ADD
180	AMERICAN CENTURY COMPANIES INC	$21.7M	165,642	−276,953	TRIM
181	PARSONS CAPITAL MANAGEMENT INC/RI	$21.6M	165,146	+131,750	ADD
182	U.S. Capital Wealth Advisors, LLC	$21.6M	164,834	+1,524	ADD
183	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$21.3M	162,417	+68,050	ADD
184	Daiwa Securities Group Inc.	$20.9M	159,864	+2,783	ADD
185	Lido Advisors, LLC	$20.9M	159,627	−20,723	TRIM
186	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$20.9M	236,761	−100,318	TRIM
187	AQR CAPITAL MANAGEMENT LLC	$20.7M	161,593	+28,695	ADD
188	Equitable Holdings, Inc.	$20.6M	156,552	+137,139	ADD
189	FLPUTNAM INVESTMENT MANAGEMENT CO	$20.5M	156,122	+5,809	ADD
190	SEI INVESTMENTS CO	$20.4M	155,989	+17,207	ADD
191	Foster Victor Wealth Advisors, LLC	$20.3M	140,520	+6,979	ADD
192	Arizona State Retirement System	$20.2M	153,943	−4,545	TRIM
193	Czech National Bank	$20.1M	153,058	+4,919	ADD
194	GLENMEDE TRUST CO NA	$20.0M	152,835	+519	ADD
195	Stack Financial Management, Inc	$19.8M	150,967	−1,034	TRIM
196	FIDUCIARY TRUST CO	$19.4M	148,182	−2,785	TRIM
197	STATE OF MICHIGAN RETIREMENT SYSTEM	$19.2M	146,820	−300	TRIM
198	MONETA GROUP INVESTMENT ADVISORS LLC	$19.2M	146,728	+2,375	ADD
199	BAHL & GAYNOR INC	$19.1M	145,657	−1,830	TRIM
200	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$18.5M	141,148	−176	TRIM
201	Willis Investment Counsel	$18.3M	139,600	0	NO CHANGE
202	BROWN ADVISORY INC	$18.1M	138,435	−1,781	TRIM
203	Rodgers Brothers Inc.	$18.1M	138,052	−399	TRIM
204	Cresset Asset Management, LLC	$17.8M	135,884	−36,450	TRIM
205	KORNITZER CAPITAL MANAGEMENT INC /KS	$17.8M	135,545	−545	TRIM
206	CIBC Asset Management Inc	$17.6M	134,519	+2,031	ADD
207	Bridgewater Associates, LP	$17.6M	133,973	+133,973	NEW
208	Guardian Partners Inc.	$17.5M	132,889	−594	TRIM
209	D.A. DAVIDSON & CO.	$17.4M	132,489	+339	ADD
210	JB Capital LLC	$17.3M	132,295	+18,955	ADD
211	Federation des caisses Desjardins du Quebec	$17.2M	131,429	−5,391	TRIM
212	MetLife Investment Management, LLC	$17.2M	131,340	−3,364	TRIM
213	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$17.2M	130,914	+236	ADD
214	AE Wealth Management LLC	$16.8M	128,358	−27,574	TRIM
215	Varma Mutual Pension Insurance Co	$16.7M	127,095	0	NO CHANGE
216	REGIONS FINANCIAL CORP	$16.4M	125,076	−6,727	TRIM
217	Mirae Asset Global Investments Co., Ltd.	$16.2M	123,899	+20,398	ADD
218	St. James Investment Company, LLC	$16.2M	123,879	+122	ADD
219	PRUDENTIAL PLC	$16.1M	123,096	+9,637	ADD
220	Richard C. Young & CO., LTD.	$16.1M	122,924	+1,125	ADD
221	KESTRA PRIVATE WEALTH SERVICES, LLC	$15.7M	119,588	−3,905	TRIM
222	ADELL HARRIMAN & CARPENTER INC	$15.7M	119,568	+2,048	ADD
223	GW HENSSLER & ASSOCIATES LTD	$15.6M	118,802	−67	TRIM
224	Carnegie Investment Counsel	$15.4M	117,867	−9,543	TRIM
225	Peak Asset Management, LLC	$15.1M	114,917	−2,467	TRIM
226	Andra AP-fonden	$14.9M	113,513	+64,113	ADD
227	Pinnacle Financial Partners, Inc.	$14.7M	112,396	+4,607	ADD
228	FOUNDATIONS INVESTMENT ADVISORS, LLC	$14.7M	111,912	+14,726	ADD
229	YOUSIF CAPITAL MANAGEMENT, LLC	$14.6M	111,317	−2,758	TRIM
230	Ensign Peak Advisors, Inc	$14.6M	111,052	+25,699	ADD
231	WELCH & FORBES LLC	$14.5M	110,476	−2,698	TRIM
232	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$14.4M	109,828	+22,624	ADD
233	DELTA ASSET MANAGEMENT LLC/TN	$14.2M	108,719	−2,221	TRIM
234	CIBC WORLD MARKET INC.	$14.2M	108,031	−19,119	TRIM
235	Visionary Wealth Advisors	$14.1M	107,559	+6,506	ADD
236	Talbot Financial, LLC	$13.9M	106,351	+1,095	ADD
237	Regents Gate Capital LLP	$13.9M	105,769	+71,736	ADD
238	TCTC Holdings, LLC	$13.7M	104,470	−684	TRIM
239	GHP Investment Advisors, Inc.	$13.6M	103,806	+2,901	ADD
240	Intesa Sanpaolo S.p.A.	$13.6M	103,660	+4,660	ADD
241	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$13.6M	103,640	+103,640	NEW
242	MAI Capital Management	$13.6M	103,633	+31,815	ADD
243	STEPHENS INC /AR/	$13.5M	102,299	+3,863	ADD
244	ISTHMUS PARTNERS, LLC	$13.5M	102,859	−7,336	TRIM
245	CANADA PENSION PLAN INVESTMENT BOARD	$13.4M	102,140	+26,910	ADD
246	DAVENPORT & Co LLC	$13.3M	101,739	+3,787	ADD
247	NISSAY ASSET MANAGEMENT CORP /JAPAN	$13.3M	101,625	+6,476	ADD
248	QRG CAPITAL MANAGEMENT, INC.	$13.3M	101,536	+7,099	ADD
249	ING GROEP NV	$13.2M	101,029	+37,837	ADD
250	STRATEGY ASSET MANAGERS LLC	$13.2M	100,494	−3,476	TRIM
251	TEACHER RETIREMENT SYSTEM OF TEXAS	$13.1M	100,080	−27,538	TRIM
252	Vanguard Personalized Indexing Management, LLC	$13.1M	100,065	+3,484	ADD
253	XPONANCE LLC	$13.1M	100,052	+13,591	ADD
254	Powszechne Towarzystwo Emerytalne Allianz Polska S.A.	$13.1M	100,000	0	NO CHANGE
255	Beacon Pointe Advisors, LLC	$13.1M	99,989	+9,248	ADD
256	LMCG INVESTMENTS, LLC	$12.9M	98,554	+208	ADD
257	Moors & Cabot, Inc.	$12.9M	98,224	+50	ADD
258	Tidal Investments LLC	$12.8M	100,100	−728,308	TRIM
259	MEYER HANDELMAN CO	$12.8M	97,485	−155	TRIM
260	FORBES J M & CO LLP	$12.8M	97,470	+1,659	ADD
261	Eldred Rock Partners, LLC	$12.7M	97,196	+1,495	ADD
262	BARTLETT & CO. WEALTH MANAGEMENT LLC	$12.6M	92,782	−1,077	TRIM
263	MML INVESTORS SERVICES, LLC	$12.2M	92,964	−41,442	TRIM
264	Utah Retirement Systems	$12.0M	91,619	−1,521	TRIM
265	SHELTON CAPITAL MANAGEMENT	$12.0M	91,383	0	NO CHANGE
266	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.9M	90,598	+17,776	ADD
267	BECKER CAPITAL MANAGEMENT INC	$11.8M	89,693	−5,977	TRIM
268	Cardinal Capital Management	$11.6M	88,824	+88,824	NEW
269	CAPITAL ADVISORS INC/OK	$11.5M	88,077	−340	TRIM
270	Advisors Capital Management, LLC	$11.5M	87,884	−298	TRIM
271	ASR Vermogensbeheer N.V.	$11.5M	87,537	+1,412	ADD
272	OPPENHEIMER & CO INC	$11.5M	87,425	−4,400	TRIM
273	EDMOND DE ROTHSCHILD HOLDING S.A.	$11.4M	87,238	−7,395	TRIM
274	Woodline Partners LP	$11.4M	86,735	+29,733	ADD
275	Dynamic Advisor Solutions LLC	$11.4M	86,643	+19,376	ADD
276	TD Waterhouse Canada Inc.	$11.3M	85,738	+8,432	ADD
277	Ethic Inc.	$11.3M	85,961	+8,966	ADD
278	JOHNSON INVESTMENT COUNSEL INC	$11.2M	85,102	−5,132	TRIM
279	Henshaw Capital LLC	$11.1M	85,000	—	NO PRIOR
280	Cornerstone Advisors, LLC	$11.1M	84,600	0	NO CHANGE
281	Empowered Funds, LLC	$11.1M	84,525	+84,525	NEW
282	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$11.0M	83,747	+4,435	ADD
283	CENTRAL TRUST Co	$10.6M	81,047	+288	ADD
284	ZEVIN ASSET MANAGEMENT LLC	$10.5M	80,295	−27,956	TRIM
285	WEDGE CAPITAL MANAGEMENT L L P/NC	$10.5M	80,222	−237	TRIM
286	NEOS Investment Management LLC	$10.5M	80,147	−8,664	TRIM
287	ALLIANZ SE	$10.5M	79,838	−2,820	TRIM
288	Biondo Investment Advisors, LLC	$10.4M	79,450	+79,450	NEW
289	BANK OF NOVA SCOTIA	$10.3M	78,911	−20,550	TRIM
290	NorthCrest Asset Manangement, LLC	$10.3M	78,123	−71,715	TRIM
291	Rakuten Investment Management, Inc.	$10.3M	83,397	+9,450	ADD
292	Pathstone Holdings, LLC	$10.3M	78,470	−2,655	TRIM
293	Advanced Asset Management Advisors Inc	$10.3M	78,400	0	NO CHANGE
294	LS Investment Advisors, LLC	$10.2M	78,185	−4,350	TRIM
295	ADVOCATE GROUP LLC	$10.2M	78,168	−267	TRIM
296	GUYASUTA INVESTMENT ADVISORS INC	$10.1M	77,396	−1,755	TRIM
297	Boston Common Asset Management, LLC	$10.1M	76,719	−24,846	TRIM
298	Choate Investment Advisors	$10.0M	76,652	−2,224	TRIM
299	AG2R LA MONDIALE GESTION D'ACTIFS	$9.9M	75,781	+52,658	ADD
300	Ramsay, Stattman, Vela & Price, Inc.	$9.9M	75,651	−271	TRIM
301	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.8M	74,529	+1,460	ADD
302	JENSEN INVESTMENT MANAGEMENT INC	$9.8M	74,490	−410	TRIM
303	GUGGENHEIM CAPITAL LLC	$9.7M	73,931	−3,066	TRIM
304	BAR HARBOR WEALTH MANAGEMENT	$9.6M	73,367	−452	TRIM
305	LYNCH & ASSOCIATES/IN	$9.5M	72,821	−893	TRIM
306	Radnor Capital Management, LLC	$9.5M	72,580	+2,100	ADD
307	KANAWHA CAPITAL MANAGEMENT LLC	$9.4M	71,579	−641	TRIM
308	LBP AM SA	$9.3M	70,753	−93,696	TRIM
309	Regal Investment Advisors LLC	$9.2M	70,041	+321	ADD
310	S-Bank Fund Management Ltd	$9.2M	70,000	+42,000	ADD
311	Swiss Life Asset Management Ltd	$9.2M	69,944	+18,273	ADD
312	FIRST NATIONAL BANK OF OMAHA	$9.2M	73,981	−885	TRIM
313	Pallas Capital Advisors LLC	$9.1M	69,398	−4,189	TRIM
314	Private Advisor Group, LLC	$9.1M	69,213	+281	ADD
315	Kimelman & Baird, LLC	$9.0M	68,585	0	NO CHANGE
316	Steward Partners Investment Advisory, LLC	$8.8M	67,494	−16,625	TRIM
317	LAFFER TENGLER INVESTMENTS, INC.	$8.8M	67,093	+2,260	ADD
318	Azimuth Capital Investment Management LLC	$8.6M	65,427	−2,896	TRIM
319	DAYMARK WEALTH PARTNERS, LLC	$8.6M	65,416	−1,245	TRIM
320	MAIRS & POWER INC	$8.5M	64,752	−2,164	TRIM
321	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.4M	64,291	−34	TRIM
322	Elo Mutual Pension Insurance Co	$8.4M	64,183	−2,057	TRIM
323	Prospera Financial Services Inc	$8.4M	63,997	−5,219	TRIM
324	Sky Investment Group LLC	$8.3M	63,604	+606	ADD
325	Iowa State Bank	$8.3M	63,519	−939	TRIM
326	Community Financial Services Group, LLC	$8.3M	62,786	+62,786	NEW
327	IFM Investors Pty Ltd	$8.3M	63,420	−1,245	TRIM
328	Man Group plc	$8.3M	63,063	−64,133	TRIM
329	ROCKLAND TRUST CO	$8.2M	62,746	−738	TRIM
330	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$8.2M	62,566	−857	TRIM
331	GLOBALT Investments LLC / GA	$8.1M	61,940	−1,962	TRIM
332	ABN AMRO INVESTMENT SOLUTIONS	$8.0M	61,183	+269	ADD
333	Clearstead Advisors, LLC	$8.0M	60,730	+20,100	ADD
334	FIRST MANHATTAN CO. LLC.	$7.9M	60,201	−2,931	TRIM
335	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.8M	59,793	−546	TRIM
336	Addenda Capital Inc.	$7.7M	58,500	0	NO CHANGE
337	Glenview Trust Co	$7.6M	58,273	−3,823	TRIM
338	Cornerstone Wealth Management, LLC	$7.6M	57,706	+1,785	ADD
339	OP Asset Management Ltd	$7.5M	57,066	—	NO PRIOR
340	MONARCH CAPITAL MANAGEMENT INC	$7.4M	56,587	−649	TRIM
341	WOODMONT INVESTMENT COUNSEL LLC	$7.4M	56,527	+2,083	ADD
342	Atria Investments, Inc	$7.3M	55,890	+5,060	ADD
343	Wealthfront Advisers LLC	$7.3M	55,589	−7,516	TRIM
344	NATIXIS	$7.2M	55,139	−10,242	TRIM
345	Concurrent Investment Advisors, LLC	$7.2M	54,922	+340	ADD
346	Morningstar Investment Management LLC	$7.2M	54,671	−31,593	TRIM
347	L. Roy Papp & Associates, LLP	$7.1M	54,279	+76	ADD
348	PARK NATIONAL CORP /OH/	$7.1M	54,167	−628	TRIM
349	Aventail Capital Group, LP	$7.0M	53,784	−3,826	TRIM
350	PINNACLE ASSOCIATES LTD	$7.0M	53,188	−2,042	TRIM
351	Robeco Schweiz AG	$6.9M	52,825	0	NO CHANGE
352	MACQUARIE GROUP LTD	$6.9M	52,388	−28,895	TRIM
353	USS Investment Management Ltd	$6.9M	52,349	0	NO CHANGE
354	CULLINAN ASSOCIATES INC	$6.8M	51,897	−12,064	TRIM
355	HEADINVEST, LLC	$6.8M	51,602	−1,389	TRIM
356	LMG Wealth Partners, LLC	$6.7M	51,323	+802	ADD
357	Capital Investment Counsel, LLC	$6.7M	50,882	+884	ADD
358	DIVERSIFY WEALTH MANAGEMENT, LLC	$6.6M	48,652	+14,886	ADD
359	Greystone Financial Group, LLC	$6.6M	50,665	−33,221	TRIM
360	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$6.6M	50,459	−44,118	TRIM
361	Mandatum Life Insurance Co Ltd	$6.6M	50,000	0	NO CHANGE
362	MOTCO	$6.5M	49,888	−157	TRIM
363	SouthState Bank Corp	$6.4M	49,218	−598	TRIM
364	Siemens Fonds Invest GmbH	$6.4M	49,168	+2,264	ADD
365	Strategic Advisors LLC	$6.4M	48,902	+32	ADD
366	Hilton Capital Management, LLC	$6.3M	48,049	+1,412	ADD
367	VAN STRUM & TOWNE INC.	$6.2M	47,579	−236	TRIM
368	MANNING & NAPIER ADVISORS LLC	$6.2M	47,035	−2,029	TRIM
369	Krilogy Financial LLC	$6.1M	43,774	+6,613	ADD
370	Banco Santander, S.A.	$6.1M	46,739	+8,940	ADD
371	UniSuper Management Pty Ltd	$6.1M	46,513	−316	TRIM
372	Orion Porfolio Solutions, LLC	$6.0M	45,972	−7,781	TRIM
373	Geneos Wealth Management Inc.	$6.0M	45,874	+1,874	ADD
374	Dai-ichi Life Insurance Company, Ltd	$6.0M	45,845	−858	TRIM
375	WORMSER FRERES GESTION	$6.0M	44,449	+42,147	ADD
376	CREDIT AGRICOLE S A	$5.8M	44,366	−25,700	TRIM
377	Haverford Trust Co	$5.7M	43,651	−693	TRIM
378	UMB Bank, n.a.	$5.7M	43,634	−2,255	TRIM
379	Wilmington Savings Fund Society, FSB	$5.7M	43,279	−266	TRIM
380	Meiji Yasuda Asset Management Co Ltd.	$5.6M	43,076	−6,663	TRIM
381	BONNESS ENTERPRISES INC	$5.6M	43,000	0	NO CHANGE
382	Kesler, Norman & Wride, LLC	$5.6M	42,675	−139	TRIM
383	Barbara Oil Co.	$5.6M	42,500	0	NO CHANGE
384	Royal Fund Management, LLC	$5.5M	42,191	+4,690	ADD
385	BENJAMIN EDWARDS INC	$5.5M	41,817	+762	ADD
386	Jain Global LLC	$5.5M	41,732	−209,415	TRIM
387	LEAVELL INVESTMENT MANAGEMENT, INC.	$5.5M	41,674	+695	ADD
388	Cannell & Spears LLC	$5.4M	41,568	−1,450	TRIM
389	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.4M	41,567	−53,089	TRIM
390	Walleye Trading LLC	$5.4M	40,903	+8,740	ADD
391	PENINSULA ASSET MANAGEMENT INC	$5.3M	40,700	−1,490	TRIM
392	CITIZENS FINANCIAL GROUP INC/RI	$5.3M	40,653	−953	TRIM
393	Investment Management Corp of Ontario	$5.3M	40,186	−28,153	TRIM
394	EXENCIAL WEALTH ADVISORS, LLC	$5.3M	40,108	−919	TRIM
395	Stonebridge Financial Group, LLC	$5.3M	40,078	+1,244	ADD
396	Snowden Capital Advisors LLC	$5.2M	39,877	+378	ADD
397	BANK OF NOVA SCOTIA TRUST CO	$5.2M	39,685	−4,640	TRIM
398	First Nebraska Trust Co	$5.2M	39,616	—	NO PRIOR
399	Sound View Wealth Advisors Group, LLC	$5.2M	39,404	−204	TRIM
400	GUARDIAN CAPITAL LP	$5.2M	39,360	+10,074	ADD
401	Principle Wealth Partners LLC	$5.1M	39,036	−178	TRIM
402	Mengis Capital Management, Inc.	$5.1M	38,884	0	NO CHANGE
403	FIRST NATIONAL TRUST CO	$5.1M	38,764	+20,632	ADD
404	CHOREO, LLC	$5.1M	38,736	+2,496	ADD
405	Rafferty Asset Management, LLC	$5.0M	38,320	−14,403	TRIM
406	HM PAYSON & CO	$5.0M	38,083	+489	ADD
407	PITTENGER & ANDERSON INC	$5.0M	37,974	+65	ADD
408	CAMBIENT FAMILY OFFICE, LLC	$5.0M	37,927	−662	TRIM
409	ALPINE WOODS CAPITAL INVESTORS, LLC	$4.9M	37,765	+19,261	ADD
410	ALKEME WEALTH, LLC	$4.9M	37,744	−340	TRIM
411	ASSOCIATED BANC-CORP	$4.9M	37,581	−241	TRIM
412	WealthPlan Investment Management, LLC	$4.9M	37,504	−17,198	TRIM
413	NAPLES GLOBAL ADVISORS, LLC	$4.8M	36,719	+193	ADD
414	Marble Harbor Investment Counsel, LLC	$4.8M	36,705	−793	TRIM
415	EVERETT HARRIS & CO /CA/	$4.7M	36,067	−175	TRIM
416	Murphy Pohlad Asset Management LLC	$4.7M	35,795	−245	TRIM
417	WealthBridge Capital Management, LLC	$4.7M	35,724	−42	TRIM
418	XML Financial, LLC	$4.7M	35,568	−4,964	TRIM
419	BAILARD, INC.	$4.6M	35,471	+657	ADD
420	EP Wealth Advisors, LLC	$4.6M	35,320	−952	TRIM
421	AZZAD ASSET MANAGEMENT INC /ADV	$4.6M	35,125	−618	TRIM
422	Leo Wealth, LLC	$4.6M	35,024	+13,769	ADD
423	SMA Capital LLC	$4.6M	35,000	+35,000	NEW
424	Norinchukin Bank, The	$4.6M	34,829	+87	ADD
425	RWA WEALTH PARTNERS, LLC	$4.5M	34,236	+885	ADD
426	Danica Pension, Livsforsikringsaktieselskab	$4.5M	34,082	+34,082	NEW
427	NORTHCAPE WEALTH MANAGEMENT, LLC	$4.5M	34,045	+21	ADD
428	MIZUHO SECURITIES USA LLC	$4.5M	33,975	−6,932	TRIM
429	Argyle Capital Management, LLC	$4.4M	33,924	+100	ADD
430	WINDWARD CAPITAL MANAGEMENT CO /CA	$4.4M	33,438	+103	ADD
431	MONTAG A & ASSOCIATES INC	$4.4M	33,377	+2,286	ADD
432	OMERS ADMINISTRATION Corp	$4.3M	33,007	+12,528	ADD
433	Generali Asset Management SPA SGR	$4.3M	32,773	−991	TRIM
434	LOWE BROCKENBROUGH & CO INC	$4.3M	32,631	−209	TRIM
435	Verition Fund Management LLC	$4.3M	32,508	−33,719	TRIM
436	Palisade Asset Management, LLC	$4.2M	32,216	−50	TRIM
437	Vertrix Wealth Management, LLC	$4.2M	32,126	—	NO PRIOR
438	HARTFORD INVESTMENT MANAGEMENT CO	$4.2M	32,068	−382	TRIM
439	BRADLEY FOSTER & SARGENT INC/CT	$4.2M	31,941	−88	TRIM
440	JONES FINANCIAL COMPANIES LLLP	$4.2M	31,786	+1,132	ADD
441	Gibraltar Capital Management, Inc.	$4.2M	31,738	+5	ADD
442	MGO ONE SEVEN LLC	$4.1M	31,216	−782	TRIM
443	Occidental Asset Management, LLC	$4.1M	31,157	−8,863	TRIM
444	Bleakley Financial Group, LLC	$4.1M	31,090	+3,261	ADD
445	Summit Trail Advisors, LLC	$4.1M	31,062	+6,356	ADD
446	SIMON QUICK ADVISORS, LLC	$4.1M	30,992	−2,223	TRIM
447	NICHOLS & PRATT ADVISERS LLP /MA	$4.1M	30,987	−240	TRIM
448	Savant Capital, LLC	$4.0M	30,801	+10,074	ADD
449	Sequoia Financial Advisors, LLC	$4.0M	30,680	+2,929	ADD
450	Diversified Trust Co	$4.0M	30,557	−574	TRIM
451	Penobscot Investment Management Company, Inc.	$4.0M	30,472	−319	TRIM
452	M&G Plc	$4.0M	30,347	−112	TRIM
453	Capital Asset Advisory Services LLC	$4.0M	26,957	−5,070	TRIM
454	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$3.9M	30,033	+229	ADD
455	TRUE Private Wealth Advisors	$3.9M	29,955	+219	ADD
456	Drexel Morgan & Co.	$3.9M	29,904	0	NO CHANGE
457	Evercore Wealth Management, LLC	$3.9M	29,900	−801	TRIM
458	HB Wealth Management, LLC	$3.9M	29,872	+1,761	ADD
459	Waverly Advisors, LLC	$3.9M	29,815	+79	ADD
460	Samjo Management, LLC	$3.9M	29,765	−7,100	TRIM
461	180 WEALTH ADVISORS, LLC	$3.8M	29,377	+588	ADD
462	Birch Hill Investment Advisors LLC	$3.8M	29,363	−100	TRIM
463	Apollon Wealth Management, LLC	$3.8M	29,319	−882	TRIM
464	GREAT VALLEY ADVISOR GROUP, INC.	$3.8M	29,212	+2,044	ADD
465	Cornell Pochily Investment Advisors, Inc.	$3.8M	29,174	−86	TRIM
466	Summit Financial, LLC	$3.8M	29,116	+951	ADD
467	GREENWOOD CAPITAL ASSOCIATES LLC	$3.8M	28,837	−429	TRIM
468	Chesley Taft & Associates LLC	$3.8M	28,748	−3,900	TRIM
469	ADVISORTRUST PARTNERS, LLC	$3.8M	28,731	+3,021	ADD
470	Rossmore Private Capital	$3.8M	28,705	0	NO CHANGE
471	Kinloch Capital, LLC	$3.8M	28,683	−1,899	TRIM
472	Merit Financial Group, LLC	$3.7M	28,622	−74	TRIM
473	Curi Capital, LLC	$3.7M	28,569	−82	TRIM
474	Caldwell Trust Co	$3.7M	28,380	−1,413	TRIM
475	Maryland State Retirement & Pension System	$3.7M	28,097	0	NO CHANGE
476	Keebeck Wealth Management	$3.7M	28,036	−6,358	TRIM
477	Ameritas Investment Partners, Inc.	$3.7M	28,030	−2,422	TRIM
478	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$3.7M	27,876	+27,876	NEW
479	JANE STREET GROUP, LLC	$3.6M	27,742	−14,508	TRIM
480	Lynch Asset Management, Inc.	$3.6M	27,500	0	NO CHANGE
481	Laird Norton Wetherby Trust Company, LLC	$3.6M	27,471	−33	TRIM
482	KAVAR CAPITAL PARTNERS GROUP, LLC	$3.6M	27,442	−1,822	TRIM
483	Mutual Advisors, LLC	$3.6M	27,433	+2,434	ADD
484	Advisors Asset Management, Inc.	$3.6M	27,381	−8,314	TRIM
485	Linscomb Wealth, Inc.	$3.6M	27,355	−9,609	TRIM
486	NOVEM GROUP	$3.6M	27,296	+770	ADD
487	ECOFI INVESTISSEMENTS SA	$3.6M	27,300	−24,800	TRIM
488	Vident Advisory, LLC	$3.6M	27,203	+11,018	ADD
489	Allworth Financial LP	$3.5M	27,061	+1,818	ADD
490	Osmosis Investment Management UK Ltd	$3.5M	27,041	+437	ADD
491	Kingsview Wealth Management, LLC	$3.5M	26,907	−56,743	TRIM
492	Composition Wealth, LLC	$3.5M	26,824	+412	ADD
493	HOWLAND CAPITAL MANAGEMENT LLC	$3.5M	26,784	0	NO CHANGE
494	CWM, LLC	$3.5M	26,695	−1,235	TRIM
495	NewEdge Wealth, LLC	$3.4M	26,305	+1,805	ADD
496	EagleClaw Capital Managment, LLC	$3.4M	26,226	−1,325	TRIM
497	Vestmark Advisory Solutions, Inc.	$3.4M	26,174	+19,171	ADD
498	NICOLET BANKSHARES INC	$3.4M	26,055	+26,055	NEW
499	INTECH INVESTMENT MANAGEMENT LLC	$3.4M	25,960	−28,365	TRIM
500	NOMURA HOLDINGS INC	$3.4M	25,895	+17,584	ADD

Truncated by Public Filings. Top 500 of 1,778 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 · EMR

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 Kevin Hern R–OK-1, Richard McCormick R–GA-7 $32K–$130K

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 Tudor Investment Corp, Bridgewater Associates, Caxton Associates $45.7M held
Trimming: 1 Gotham Asset Management $27.7M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · EMERSON ELEC CO

Merged timeline of congressional filings and notable-manager moves on EMR
Date	Who	Change	Size
2026-10-13	Kevin Hern Congress	SELL	$15K–$50K
2026-09-25	Kevin Hern Congress	SELL	$1K–$15K
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	NEW	+194,312 sh
2026-05-15	Bridgewater Associates 13F	NEW	+133,973 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−7,335 sh
2026-05-14	Caxton Associates 13F	ADD	+11,209 sh

8 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.