Who holds EXPDticker verified against the SEC company list on 2026-09-11 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

Expeditors International Of Washington Inc - US · Equity · quarter ended 2026-03-31 · 11 members disclosed EXPD ↗

686

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

$15.8B

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

338

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

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of EXPD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.8B	12,407,614	+534,955	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	8,694,716	—	no prior
3	STATE STREET CORP	$1.0B	7,225,443	−488,917	trim
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$952M	6,650,122	—	no prior
5	First Eagle Investment Management, LLC	$852M	5,945,185	−367,120	trim
6	GEODE CAPITAL MANAGEMENT, LLC	$512M	3,591,547	+103,421	add
7	FIL Ltd	$442M	3,083,003	−1,474,116	trim
8	Boston Partners	$420M	2,935,316	−535,383	trim
9	BANK OF AMERICA CORP /DE/	$367M	2,564,534	−77,176	trim
10	Invesco Ltd.	$346M	2,414,089	+329,184	add
11	Baird Financial Group, Inc.	$313M	2,181,842	+2,181,842	new
12	MORGAN STANLEY	$305M	2,128,955	+145,828	add
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$281M	1,959,962	+91,661	add
14	MARSHFIELD ASSOCIATES	$280M	1,953,005	−99,526	trim
15	NORTHERN TRUST CORP	$263M	1,836,455	+8,489	add
16	DIMENSIONAL FUND ADVISORS LP	$218M	1,522,593	+37,795	add
17	FMR LLC	$217M	1,514,723	+5,430	add
18	ROYAL BANK OF CANADA	$213M	1,488,359	−11,552	trim
19	Amundi	$198M	1,384,347	+405,129	add
20	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$159M	1,109,066	+79,344	add
21	ENVESTNET ASSET MANAGEMENT INC	$158M	1,104,070	+65,495	add
22	PRINCIPAL FINANCIAL GROUP INC	$154M	1,074,726	−2,460	trim
23	ProShare Advisors LLC	$149M	1,037,248	−323,659	trim
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$145M	1,009,288	+15,193	add
25	D. E. Shaw & Co., Inc.	$141M	985,099	+772,403	add
26	WELLINGTON MANAGEMENT GROUP LLP	$137M	955,575	−53,437	trim
27	HSBC HOLDINGS PLC	$122M	853,155	−400,135	trim
28	Legal & General Group Plc	$118M	823,917	−18,724	trim
29	BNP Paribas Asset Management Holding S.A.	$113M	786,124	−52,899	trim
30	VANGUARD FIDUCIARY TRUST CO	$108M	753,919	—	no prior
31	NORDEA INVESTMENT MANAGEMENT AB	$99.5M	697,861	−178,092	trim
32	Bank of New York Mellon Corp	$97.3M	679,203	−26,712	trim
33	TD ASSET MANAGEMENT INC	$96.7M	675,173	−343,517	trim
34	UBS Group AG	$87.4M	610,118	−731,102	trim
35	BARCLAYS PLC	$80.4M	561,624	+160,449	add
36	RAYMOND JAMES FINANCIAL INC	$77.5M	540,881	+39,264	add
37	1832 Asset Management L.P.	$75.1M	524,036	+68,934	add
38	AMERICAN CENTURY COMPANIES INC	$73.0M	509,953	+62,482	add
39	Epoch Investment Partners, Inc.	$72.4M	505,372	−373,537	trim
40	DEUTSCHE BANK AG\	$70.9M	495,190	+34,967	add
41	SCHRODER INVESTMENT MANAGEMENT GROUP	$64.1M	447,305	+18,876	add
42	Camrose Capital Investment Partners LLP	$63.7M	444,976	+52,496	add
43	Allianz Asset Management GmbH	$60.7M	423,771	−56,951	trim
44	Summit Trail Advisors, LLC	$59.2M	485,717	+475,623	add
45	Qube Research & Technologies Ltd	$57.3M	400,218	+384,658	add
46	SW Investment Management LLC	$57.3M	400,000	+400,000	new
47	Swiss National Bank	$56.3M	393,300	+21,300	add
48	Broad Bay Capital Management, LP	$55.9M	390,451	+390,451	new
49	PFA Pension, Forsikringsaktieselskab	$55.6M	387,953	+387,953	new
50	COMPASS CAPITAL MANAGEMENT, INC	$55.3M	386,026	−56,935	trim
51	ASSETMARK, INC	$53.7M	374,665	+12,417	add
52	Nuveen, LLC	$53.0M	370,276	+53,240	add
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$52.4M	365,752	+2,292	add
54	AMERIPRISE FINANCIAL INC	$50.4M	351,650	+10,963	add
55	MILLENNIUM MANAGEMENT LLC	$50.2M	350,643	+208,164	add
56	Sumitomo Mitsui Trust Group, Inc.	$49.0M	341,956	−23,704	trim
57	VICTORY CAPITAL MANAGEMENT INC	$48.1M	335,850	+30,893	add
58	Mitsubishi UFJ Asset Management Co., Ltd.	$47.7M	332,694	+14,485	add
59	ANCHOR CAPITAL ADVISORS LLC	$46.6M	325,500	−10,648	trim
60	AQR CAPITAL MANAGEMENT LLC	$46.1M	321,865	+193,560	add
61	Vest Financial, LLC	$45.6M	318,653	−99,765	trim
62	Tandem Investment Advisors, Inc.	$42.8M	298,670	−29,586	trim
63	Vanguard Global Advisers, LLC	$42.1M	294,195	—	no prior
64	Man Group plc	$42.1M	294,193	+236,432	add
65	NOMURA ASSET MANAGEMENT CO LTD	$41.1M	287,130	−72,230	trim
66	WORLDQUANT MILLENNIUM ADVISORS LLC	$38.0M	265,528	+265,528	new
67	WELLS FARGO & COMPANY/MN	$37.8M	263,778	+23,706	add
68	FRANKLIN RESOURCES INC	$35.6M	248,892	+34,652	add
69	Eurizon Capital SGR S.p.A.	$33.5M	233,929	+19,178	add
70	VANGUARD ASSET MANAGEMENT, Ltd	$33.0M	230,703	—	no prior
71	RENAISSANCE TECHNOLOGIES LLC	$31.2M	217,716	+79,800	add
72	Quantinno Capital Management LP	$29.5M	205,762	+46,946	add
73	US BANCORP \DE\	$29.4M	205,173	+216	add
74	Zurich Insurance Group Ltd/FI	$28.8M	201,153	−97,539	trim
75	LPL Financial LLC	$26.5M	185,236	+3,728	add
76	Aware Super Pty Ltd as trustee of Aware Super	$25.7M	179,573	—	no prior
77	Pictet Asset Management Holding SA	$25.0M	174,339	−31,968	trim
78	FIRST TRUST ADVISORS LP	$24.1M	168,606	−1,609,801	trim
79	CANADA PENSION PLAN INVESTMENT BOARD	$23.9M	166,640	+137,900	add
80	Aberdeen Group plc	$23.0M	160,859	+554	add
81	L. Roy Papp & Associates, LLP	$23.0M	160,765	−2,276	trim
82	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$22.5M	157,389	+28,164	add
83	Universal- Beteiligungs- und Servicegesellschaft mbH	$22.3M	156,034	−1,315	trim
84	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$21.6M	150,828	0	no change
85	ALLIANCEBERNSTEIN L.P.	$21.5M	144,002	−5,679	trim
86	AVIVA PLC	$20.2M	141,247	+3,399	add
87	STIFEL FINANCIAL CORP	$20.1M	140,001	−9,020	trim
88	Artisan Partners Limited Partnership	$19.4M	135,133	−9,329	trim
89	CITIGROUP INC	$19.2M	134,276	−84,681	trim
90	J. Goldman & Co LP	$18.9M	132,063	+132,063	new
91	Mitsubishi UFJ Trust & Banking Corp	$18.6M	129,915	+40,326	add
92	NEW YORK STATE COMMON RETIREMENT FUND	$18.3M	128,061	−1,500	trim
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$18.3M	127,521	−6,050	trim
94	EXCHANGE TRADED CONCEPTS, LLC	$18.2M	127,164	+54,636	add
95	Squarepoint Ops LLC	$17.7M	123,512	−88,134	trim
96	Illinois Municipal Retirement Fund	$17.5M	122,201	−10,150	trim
97	Zurcher Kantonalbank (Zurich Cantonalbank)	$17.3M	120,683	+120,683	new
98	BANK OF MONTREAL /CAN/	$16.6M	115,902	−15,059	trim
99	CAPSTONE INVESTMENT ADVISORS, LLC	$15.9M	111,151	+111,151	new
100	NATIONAL BANK OF CANADA /FI/	$15.2M	105,947	+3,448	add
101	GHP Investment Advisors, Inc.	$14.6M	102,038	+3,526	add
102	TUDOR INVESTMENT CORP ET AL	$14.5M	100,898	+100,898	new
103	WELCH & FORBES LLC	$14.4M	100,357	−1,902	trim
104	JUPITER ASSET MANAGEMENT LTD	$13.4M	93,481	+93,481	new
105	National Pension Service	$13.0M	90,741	+90,741	new
106	TRUIST FINANCIAL CORP	$12.2M	85,476	+2,567	add
107	CRAWFORD INVESTMENT COUNSEL INC	$11.9M	83,054	−1,228	trim
108	SEI INVESTMENTS CO	$11.8M	82,669	+11,860	add
109	Empower Advisory Group, LLC	$11.8M	82,398	−15,996	trim
110	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.7M	90,652	−116,740	trim
111	Mirae Asset Global Investments Co., Ltd.	$11.6M	81,240	+3,460	add
112	Swiss Life Asset Management Ltd	$11.3M	79,173	+14,421	add
113	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$11.3M	78,952	−880	trim
114	Assenagon Asset Management S.A.	$11.2M	78,398	−259,597	trim
115	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.1M	77,213	−6,006	trim
116	GLENMEDE TRUST CO NA	$11.0M	76,587	−1,627	trim
117	Railway Pension Investments Ltd	$10.9M	75,800	0	no change
118	PRUDENTIAL FINANCIAL INC	$10.8M	75,496	+4,691	add
119	Asset Management One Co., Ltd.	$10.7M	74,597	−1,215	trim
120	STATE OF WISCONSIN INVESTMENT BOARD	$10.6M	74,272	−6,178	trim
121	Robeco Institutional Asset Management B.V.	$10.5M	73,345	+67,107	add
122	Cerity Partners LLC	$10.3M	72,057	−8,386	trim
123	Gotham Asset Management, LLC	$10.1M	70,772	+18,433	add
124	CITADEL ADVISORS LLC	$10.1M	70,509	−49,328	trim
125	Korea Investment CORP	$10.1M	70,261	+2,953	add
126	Arbejdsmarkedets Tillaegspension	$10.1M	70,182	+70,182	new
127	BANK OF NOVA SCOTIA	$10.0M	69,736	−79,067	trim
128	PRUDENTIAL PLC	$9.8M	68,522	+6,538	add
129	MERCER GLOBAL ADVISORS INC /ADV	$9.6M	67,107	+37,786	add
130	ROYAL LONDON ASSET MANAGEMENT LTD	$9.6M	66,939	−475	trim
131	Chevy Chase Trust Holdings, LLC	$9.5M	66,275	−1,931	trim
132	Vanguard Investments Australia, Ltd.	$9.5M	66,149	—	no prior
133	BENJAMIN EDWARDS INC	$9.2M	64,378	+437	add
134	YOUSIF CAPITAL MANAGEMENT, LLC	$9.1M	63,542	−9,366	trim
135	Avanza Fonder AB	$8.5M	59,000	−425	trim
136	WINTON GROUP Ltd	$8.4M	58,828	+51,253	add
137	Cresset Asset Management, LLC	$8.4M	58,668	+780	add
138	INVESTMENT HOUSE LLC	$8.4M	58,333	+30	add
139	TORONTO DOMINION BANK	$8.3M	57,781	−112,664	trim
140	GUGGENHEIM CAPITAL LLC	$8.2M	57,042	−5,880	trim
141	Empowered Funds, LLC	$8.0M	55,922	+55,922	new
142	Resona Asset Management Co.,Ltd.	$7.9M	55,475	−3,362	trim
143	Corient Private Wealth LLC	$7.3M	51,025	−55,815	trim
144	AZZAD ASSET MANAGEMENT INC /ADV	$7.2M	50,609	−5,390	trim
145	OFI INVEST ASSET MANAGEMENT	$7.2M	57,162	−3,216	trim
146	Tredje AP-fonden	$7.2M	50,086	+37,507	add
147	Y-Intercept (Hong Kong) Ltd	$6.9M	48,124	+48,124	new
148	Candriam S.C.A.	$6.9M	48,066	+25,955	add
149	Quadrature Capital Ltd	$6.9M	47,872	+47,872	new
150	HighTower Advisors, LLC	$6.8M	47,554	+2,419	add
151	BURNEY CO/	$6.6M	45,902	−30,067	trim
152	Creative Planning	$6.6M	45,880	+6,258	add
153	State of New Jersey Common Pension Fund D	$6.5M	45,432	+1,113	add
154	Aquatic Capital Management LLC	$6.5M	45,291	+24,078	add
155	D.A. DAVIDSON & CO.	$6.5M	45,281	+2,366	add
156	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.4M	44,800	+44,800	new
157	Lansforsakringar Fondforvaltning AB (publ)	$6.3M	43,715	+358	add
158	Greenfield Seitz Capital Management, LLC	$6.2M	43,407	−1,472	trim
159	CIBC Bancorp USA Inc.	$6.1M	42,262	—	no prior
160	Berger Financial Group, Inc	$5.9M	41,378	−9,464	trim
161	Johnson Financial Group, Inc.	$5.7M	40,088	−53	trim
162	CREDIT AGRICOLE S A	$5.6M	38,751	+25,953	add
163	Engineers Gate Manager LP	$5.5M	38,282	+16,576	add
164	LBP AM SA	$5.5M	38,194	+38,194	new
165	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.5M	38,108	−100	trim
166	Andra AP-fonden	$5.4M	38,021	−56,379	trim
167	Pathstone Holdings, LLC	$5.4M	38,020	+861	add
168	Elo Mutual Pension Insurance Co	$5.4M	37,956	+3,928	add
169	JACOBS LEVY EQUITY MANAGEMENT, INC	$5.4M	37,627	−554,423	trim
170	ADAGE CAPITAL PARTNERS GP, L.L.C.	$5.4M	37,622	−83,378	trim
171	AIMZ Investment Advisors, LLC	$5.4M	37,403	−700	trim
172	Atria Investments, Inc	$5.3M	36,938	+2,649	add
173	Czech National Bank	$5.2M	36,500	+1,160	add
174	Arizona State Retirement System	$5.2M	36,430	−815	trim
175	Trinity Legacy Partners, LLC	$5.1M	35,151	−58	trim
176	JANE STREET GROUP, LLC	$5.1M	35,295	+28,891	add
177	Sanctuary Advisors, LLC	$5.0M	34,933	−1,415	trim
178	SEB Asset Management AB	$5.0M	34,572	—	no prior
179	FIFTH THIRD BANCORP	$4.9M	34,250	+34,250	new
180	Marble Harbor Investment Counsel, LLC	$4.8M	33,632	−900	trim
181	ASR Vermogensbeheer N.V.	$4.8M	33,535	+608	add
182	Ensign Peak Advisors, Inc	$4.8M	33,511	+10,611	add
183	CIBC Asset Management Inc	$4.7M	33,006	+1,488	add
184	Ethic Inc.	$4.7M	32,857	+6,333	add
185	Banco Santander, S.A.	$4.6M	32,027	−13,566	trim
186	ZACKS INVESTMENT MANAGEMENT	$4.6M	31,965	+1,287	add
187	FORA Capital, LLC	$4.5M	31,692	+13,756	add
188	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.5M	31,219	+45	add
189	NATIXIS	$4.5M	31,090	−91,552	trim
190	Lakeside Advisors, INC.	$4.4M	30,763	−140	trim
191	VOYA INVESTMENT MANAGEMENT LLC	$4.3M	30,157	−456,374	trim
192	Swedbank AB	$4.3M	29,678	0	no change
193	Generali Asset Management SPA SGR	$4.1M	28,838	+1,820	add
194	Vanguard Personalized Indexing Management, LLC	$4.1M	28,530	−1,156	trim
195	Retirement Systems of Alabama	$4.1M	28,461	−51	trim
196	IFM Investors Pty Ltd	$4.1M	28,373	−893	trim
197	MACKENZIE FINANCIAL CORP	$4.0M	27,620	+434	add
198	Brendel Financial Advisors LLC	$3.9M	27,504	−770	trim
199	Kingsview Wealth Management, LLC	$3.9M	27,189	+27,189	new
200	Wealthfront Advisers LLC	$3.9M	27,034	+39	add
201	STOREBRAND ASSET MANAGEMENT AS	$3.8M	26,378	—	no prior
202	Woodline Partners LP	$3.8M	26,251	+3,353	add
203	LMCG INVESTMENTS, LLC	$3.7M	26,027	+659	add
204	EVOLVE PRIVATE WEALTH, LLC	$3.7M	25,696	+25,696	new
205	Stonebrook Private Inc.	$3.7M	25,684	−366	trim
206	DDD Partners, LLC	$3.6M	25,292	0	no change
207	ROBERTS GLORE & CO INC /IL/	$3.6M	25,137	−210	trim
208	Walleye Trading LLC	$3.6M	24,982	+24,872	add
209	Arjuna Capital	$3.5M	24,753	+813	add
210	Inspire Investing, LLC	$3.5M	24,612	+5,089	add
211	FIDUCIARY TRUST CO	$3.5M	24,523	−582	trim
212	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.5M	24,093	+6,924	add
213	Third View Private Wealth, LLC	$3.4M	23,739	+1,443	add
214	DELTA FINANCIAL ADVISORS LLC	$3.4M	23,704	−60	trim
215	Bank Julius Baer & Co. Ltd, Zurich	$3.3M	23,445	+285	add
216	Keel Point, LLC	$3.3M	23,225	−8,714	trim
217	XPONANCE LLC	$3.3M	23,131	+3,069	add
218	Daiwa Securities Group Inc.	$3.3M	22,999	−1,435	trim
219	Quantbot Technologies LP	$3.3M	22,717	+22,717	new
220	Dakota Wealth Management	$3.2M	22,663	+6,442	add
221	QRG CAPITAL MANAGEMENT, INC.	$3.2M	22,536	+9,810	add
222	OMERS ADMINISTRATION Corp	$3.2M	22,158	+2,716	add
223	WEYBOSSET RESEARCH & MANAGEMENT LLC	$3.1M	21,985	−22,096	trim
224	Utah Retirement Systems	$3.1M	21,868	−878	trim
225	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.1M	21,571	+4,359	add
226	COLDSTREAM CAPITAL MANAGEMENT INC	$3.0M	21,150	−5,387	trim
227	NOMURA HOLDINGS INC	$3.0M	20,626	+6,812	add
228	MV CAPITAL MANAGEMENT, INC.	$2.9M	20,484	−630	trim
229	Boomfish Wealth Group, LLC	$2.9M	20,411	+197	add
230	Chapman Investment Management, LLC	$2.8M	19,888	−227	trim
231	Rakuten Investment Management, Inc.	$2.8M	19,890	+2,188	add
232	Cetera Investment Advisers	$2.8M	19,443	+866	add
233	COMMERCE BANK	$2.7M	19,099	+815	add
234	NEOS Investment Management LLC	$2.7M	19,036	+3,226	add
235	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.7M	18,747	−48	trim
236	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.7M	18,733	+240	add
237	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.6M	18,474	−5,570	trim
238	Mediolanum International Funds Ltd	$2.6M	18,504	+4,089	add
239	Tidal Investments LLC	$2.6M	17,958	+2,851	add
240	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.6M	17,814	−33	trim
241	COMMONWEALTH EQUITY SERVICES, LLC	$2.5M	17,541	+52	add
242	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.5M	17,321	−16,374	trim
243	Diversified Investment Strategies, LLC	$2.5M	17,295	+250	add
244	ING GROEP NV	$2.5M	17,285	+17,285	new
245	Janus Henderson Group Ltd.	$2.5M	17,232	−1,100	trim
246	Verition Fund Management LLC	$2.5M	17,219	−22,322	trim
247	CVFG LLC	$2.4M	16,881	+16,881	new
248	UniSuper Management Pty Ltd	$2.4M	16,820	−197	trim
249	IMC-Chicago, LLC	$2.4M	16,644	+16,644	new
250	Trexquant Investment LP	$2.3M	16,371	+16,371	new
251	Legacy Financial Strategies, LLC	$2.3M	16,153	−4,317	trim
252	BAXTER BROS INC	$2.3M	15,875	0	no change
253	Vinva Investment Management Ltd	$2.3M	16,032	+7,957	add
254	Values First Advisors, Inc.	$2.2M	15,512	−121	trim
255	CAISSE DES DEPOTS ET CONSIGNATIONS	$2.2M	15,377	−16,573	trim
256	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.2M	15,361	+43	add
257	CAXTON ASSOCIATES LLP	$2.2M	15,065	+15,065	new
258	Oak Asset Management, LLC	$2.1M	14,752	−571	trim
259	M&T BANK CORP	$2.1M	14,729	+14,729	new
260	Bridgewater Associates, LP	$2.1M	14,494	+14,494	new
261	Edgestream Partners, L.P.	$2.1M	14,371	+11,169	add
262	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.0M	14,258	−137	trim
263	MML INVESTORS SERVICES, LLC	$2.0M	14,228	−3,793	trim
264	&PARTNERS	$2.0M	14,225	+1,385	add
265	Sterling Capital Management LLC	$2.0M	14,163	−3,484	trim
266	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.0M	14,133	+14,133	new
267	GATEWAY INVESTMENT ADVISERS LLC	$2.0M	13,857	−396	trim
268	OP Asset Management Ltd	$2.0M	13,659	—	no prior
269	NAPLES GLOBAL ADVISORS, LLC	$1.9M	13,419	+9	add
270	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.9M	13,280	+136	add
271	ALPS ADVISORS INC	$1.9M	13,153	−957	trim
272	Federation des caisses Desjardins du Quebec	$1.8M	12,819	+7,252	add
273	ICW Investment Advisors LLC	$1.8M	12,772	−532	trim
274	Hudson Bay Capital Management LP	$1.8M	12,500	+12,500	new
275	Brevan Howard Capital Management LP	$1.8M	12,476	+3,444	add
276	Sepio Capital, LP	$1.8M	12,293	−794	trim
277	Virtus Investment Advisers, LLC	$1.7M	11,982	−3,992	trim
278	STEPHENS INC /AR/	$1.7M	11,649	−605	trim
279	Grantham, Mayo, Van Otterloo & Co. LLC	$1.7M	11,623	+8,697	add
280	Ameritas Investment Partners, Inc.	$1.6M	11,503	−1,585	trim
281	Norinchukin Bank, The	$1.6M	11,306	−40	trim
282	3Chopt Investment Partners, LLC	$1.6M	11,192	−179	trim
283	GRIMES & Co WEALTH MANAGEMENT, LLC	$1.6M	11,114	−203	trim
284	Rafferty Asset Management, LLC	$1.6M	10,857	−3,419	trim
285	NorthCrest Asset Manangement, LLC	$1.5M	10,336	−2,126	trim
286	HUSSMAN STRATEGIC ADVISORS, INC.	$1.5M	10,500	+10,500	new
287	CWM, LLC	$1.5M	10,422	+29	add
288	Sequoia Financial Advisors, LLC	$1.5M	10,306	+1,992	add
289	MACQUARIE GROUP LTD	$1.5M	10,291	−4,974	trim
290	MISSION WEALTH MANAGEMENT, LP	$1.5M	10,226	−148	trim
291	OSAIC HOLDINGS, INC.	$1.4M	10,080	+2,608	add
292	Vident Advisory, LLC	$1.4M	9,953	+2,182	add
293	ABN AMRO INVESTMENT SOLUTIONS	$1.4M	9,918	+1,920	add
294	Centiva Capital, LP	$1.4M	9,885	+5,450	add
295	AIGEN INVESTMENT MANAGEMENT, LP	$1.4M	9,879	−43	trim
296	BROWN ADVISORY INC	$1.4M	9,816	−1,234	trim
297	GREAT LAKES ADVISORS, LLC	$1.4M	9,787	0	no change
298	Lido Advisors, LLC	$1.4M	9,773	+710	add
299	Investment Management Corp of Ontario	$1.4M	9,547	+400	add
300	B. Metzler seel. Sohn & Co. AG	$1.3M	9,254	−204	trim
301	XTX Topco Ltd	$1.3M	9,162	+6,562	add
302	Alpha Omega Wealth Management LLC	$1.3M	8,925	−287	trim
303	MCDONALD CAPITAL INVESTORS INC/CA	$1.3M	8,860	−2,490	trim
304	Perbak Capital Partners LLP	$1.3M	8,834	+3,915	add
305	Resonant Capital Advisors, LLC	$1.3M	8,743	−138	trim
306	Meadowbrook Advisors Group, LLC	$1.2M	8,714	−145	trim
307	Ascent Group, LLC	$1.2M	8,431	−2,749	trim
308	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.2M	8,420	+3,122	add
309	Capital Investment Counsel, Inc	$1.2M	8,182	−333	trim
310	Global X Japan Co., Ltd.	$1.2M	8,155	−978	trim
311	MIZUHO SECURITIES USA LLC	$1.2M	8,102	−1,657	trim
312	AustralianSuper Pty Ltd	$1.1M	7,992	+3,631	add
313	PANAGORA ASSET MANAGEMENT INC	$1.1M	7,917	0	no change
314	Freestone Grove Partners LP	$1.1M	7,904	+7,904	new
315	HARRELL INVESTMENT PARTNERS, LLC	$1.1M	7,901	−40	trim
316	Lombard Odier Asset Management (Switzerland) SA	$1.1M	7,897	+7,897	new
317	BLAIR WILLIAM & CO/IL	$1.1M	7,885	+118	add
318	CIBC WORLD MARKET INC.	$1.1M	7,780	−326	trim
319	Summit Asset Management, LLC	$1.1M	7,726	−284	trim
320	Laird Norton Wetherby Trust Company, LLC	$1.1M	7,592	−72	trim
321	DAYMARK WEALTH PARTNERS, LLC	$1.1M	7,548	+19	add
322	Portfolio Design Labs, LLC	$1.1M	7,466	−4,628	trim
323	Caprock Group, LLC	$1.1M	7,440	−181	trim
324	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$1.1M	7,394	+112	add
325	Aster Capital Management (DIFC) Ltd	$1.1M	8,775	+5,240	add
326	Metis Global Partners, LLC	$1.0M	7,252	−726	trim
327	Impact Partnership Wealth, LLC	$1.0M	7,057	+7,057	new
328	LECAP ASSET MANAGEMENT LTD	$1.0M	7,035	+7,035	new
329	Gibbs Wealth Management	$1.0M	7,030	+5,253	add
330	Allspring Global Investments Holdings, LLC	$1.0M	6,945	+139	add
331	Crossmark Global Holdings, Inc.	$985K	6,877	—	no prior
332	Allworth Financial LP	$973K	6,792	+231	add
333	INTECH INVESTMENT MANAGEMENT LLC	$966K	6,742	+6,742	new
334	World Investment Advisors	$963K	6,724	−1,339	trim
335	Maryland State Retirement & Pension System	$945K	6,598	0	no change
336	denkapparat Operations GmbH	$918K	6,410	0	no change
337	Wellington Grp LLC	$917K	6,404	—	no prior
338	Farringdon Capital, Ltd.	$914K	6,382	+6,382	new
339	Beacon Pointe Advisors, LLC	$913K	6,377	+828	add
340	AE Wealth Management LLC	$910K	6,353	+1,145	add
341	Inspire Advisors, LLC	$895K	6,250	+919	add
342	AXQ CAPITAL, LP	$892K	6,231	+4,414	add
343	Machina Capital S.A.S.	$890K	6,217	+6,217	new
344	Portside Wealth Group, LLC	$889K	6,204	+559	add
345	TWO SIGMA SECURITIES, LLC	$846K	5,910	+677	add
346	JOHNSON INVESTMENT COUNSEL INC	$823K	5,744	0	no change
347	NewEdge Advisors, LLC	$800K	5,586	+5,586	new
348	MUFG Securities EMEA plc	$787K	5,494	0	no change
349	Orion Porfolio Solutions, LLC	$786K	5,485	+79	add
350	Dai-ichi Life Insurance Company, Ltd	$785K	5,478	−912	trim
351	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$777K	5,428	+5,428	new
352	Frank, Rimerman Advisors LLC	$775K	5,413	+5	add
353	Private Advisor Group, LLC	$775K	5,409	+558	add
354	Baader Bank Aktiengesellschaft	$765K	5,513	+1,368	add
355	HB Wealth Management, LLC	$761K	5,312	+252	add
356	Empirical Finance, LLC	$752K	5,252	−13	trim
357	Advyzon Investment Management, LLC	$737K	5,142	+1,093	add
358	Qtron Investments LLC	$687K	4,796	+749	add
359	TOKIO MARINE ASSET MANAGEMENT CO LTD	$675K	4,711	+537	add
360	Soltis Investment Advisors LLC	$665K	4,642	+110	add
361	State of Wyoming	$664K	4,634	+722	add
362	Perpetual Ltd	$661K	4,615	−313	trim
363	Radnor Capital Management, LLC	$659K	4,600	0	no change
364	PARSONS CAPITAL MANAGEMENT INC/RI	$647K	4,516	+341	add
365	Triad Wealth Partners, LLC	$642K	4,480	+171	add
366	FORTRESS PRIVATE LEDGER, LLC	$631K	4,403	+541	add
367	MAI Capital Management	$628K	4,384	−369	trim
368	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$614K	4,289	+7	add
369	Wynn Capital, LLC	$611K	4,264	+115	add
370	Burton Enright Welch	$603K	4,208	−100	trim
371	Fortis Capital Management LLC	$601K	4,196	−5	trim
372	Osmosis Investment Management UK Ltd	$600K	4,190	+4,190	new
373	FOX RUN MANAGEMENT, L.L.C.	$599K	4,233	+4,233	new
374	North Dakota State Investment Board	$592K	4,136	−777	trim
375	Gilbert Capital Group, Inc.	$587K	4,100	0	no change
376	Auto-Owners Insurance Co	$587K	4,095	0	no change
377	Fifth Third Wealth Advisors LLC	$581K	4,056	+226	add
378	SIGNATUREFD, LLC	$577K	4,026	+579	add
379	BAKER TILLY WEALTH MANAGEMENT, LLC	$572K	3,995	+20	add
380	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$565K	3,917	+318	add
381	Simplicity Wealth,LLC	$555K	3,873	+163	add
382	QUADRANT CAPITAL GROUP LLC	$553K	3,863	−90	trim
383	Avior Wealth Management, LLC	$552K	3,854	−414	trim
384	Independent Advisor Alliance	$551K	3,844	−17,434	trim
385	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$549K	3,831	+22	add
386	MITCHELL SINKLER & STARR/PA	$548K	3,829	0	no change
387	Vise Technologies, Inc.	$543K	3,644	0	no change
388	ASHTON THOMAS SECURITIES, LLC	$540K	3,768	+3,768	new
389	Diversified Enterprises, LLC	$530K	3,701	+3,701	new
390	SECURIAN ASSET MANAGEMENT, INC	$522K	3,644	0	no change
391	EVENTIDE ASSET MANAGEMENT, LLC	$515K	3,642	+157	add
392	Kestra Advisory Services, LLC	$515K	3,596	−206	trim
393	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$513K	3,579	—	no prior
394	Concurrent Investment Advisors, LLC	$511K	3,569	−2,669	trim
395	Deseret Mutual Benefit Administrators	$511K	3,568	+1,446	add
396	Pinnacle Financial Partners, Inc.	$511K	3,566	−178	trim
397	OPPENHEIMER & CO INC	$511K	3,565	0	no change
398	Hardy Reed LLC	$499K	3,485	−28	trim
399	Pure Financial Advisors, LLC	$499K	3,483	+9	add
400	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$498K	3,479	−470	trim
401	MANNING & NAPIER ADVISORS LLC	$496K	3,460	−592	trim
402	BROWN, LISLE/CUMMINGS, INC.	$494K	3,450	+21	add
403	Brooklyn Investment Group	$492K	3,439	−1,023	trim
404	AIA Group Ltd	$489K	3,413	+3,413	new
405	Aberdeen Wealth Management LLC	$488K	3,406	−50	trim
406	BEACON INVESTMENT ADVISORY SERVICES, INC.	$484K	3,379	+611	add
407	Chicago Partners Investment Group LLC	$478K	3,219	+603	add
408	Snowden Capital Advisors LLC	$465K	3,244	+41	add
409	Claro Advisors Inc.	$464K	3,241	+1,498	add
410	Ameritas Advisory Services, LLC	$461K	3,216	−40	trim
411	Stirlingshire Investments, Inc.	$459K	3,207	+1,454	add
412	CHOREO, LLC	$459K	3,207	−246	trim
413	EVERGREEN CAPITAL MANAGEMENT LLC	$459K	3,203	+43	add
414	Merit Financial Group, LLC	$451K	3,146	−80	trim
415	Grove Bank & Trust	$447K	3,124	+786	add
416	Rockefeller Capital Management L.P.	$446K	3,114	−1,352	trim
417	KEYBANK NATIONAL ASSOCIATION/OH	$446K	3,111	−93	trim
418	Tannin Capital LLC	$445K	3,104	+40	add
419	Steward Partners Investment Advisory, LLC	$438K	3,061	+272	add
420	Wedmont Private Capital	$437K	2,981	−1,063	trim
421	MARCO INVESTMENT MANAGEMENT LLC	$437K	3,050	0	no change
422	Annis Gardner Whiting Capital Advisors, LLC	$432K	3,019	+35	add
423	Polymer Capital Management (US) LLC	$431K	3,007	−3,377	trim
424	Westerkirk Capital Inc.	$430K	3,000	−800	trim
425	Wagner Wealth Management, Corp	$429K	2,998	+2,998	new
426	Castleview Partners, LLC	$426K	2,973	−187	trim
427	Manchester Capital Management LLC	$426K	2,971	0	no change
428	Tower Research Capital LLC (TRC)	$424K	2,958	−3,184	trim
429	MGO ONE SEVEN LLC	$424K	2,957	−633	trim
430	Equitable Holdings, Inc.	$422K	2,878	+1,198	add
431	Graham Capital Management, L.P.	$420K	2,935	+1,033	add
432	Ascentis Independent Advisors	$410K	2,862	+2,862	new
433	CFS Investment Advisory Services, LLC	$410K	2,782	−210	trim
434	RIA Advisory Group LLC	$401K	2,799	−23	trim
435	EntryPoint Capital, LLC	$400K	2,792	+2,792	new
436	Envestnet Portfolio Solutions, Inc.	$396K	2,767	−3,977	trim
437	Center For Asset Management LLC	$393K	2,745	+68	add
438	Lighthouse Investment Partners, LLC	$389K	2,719	+2,719	new
439	Rodgers Brothers Inc.	$381K	2,660	0	no change
440	Mariner, LLC	$378K	2,640	−4,353	trim
441	Revisor Wealth Management LLC	$377K	2,645	−83	trim
442	RITHOLTZ WEALTH MANAGEMENT	$375K	2,619	+2,619	new
443	Cannell & Spears LLC	$375K	2,617	−500	trim
444	Waverly Advisors, LLC	$371K	2,589	+625	add
445	Diversified Trust Co	$369K	2,576	+2,576	new
446	Pine Haven Investment Counsel, Inc	$368K	2,570	0	no change
447	Compound Planning, Inc.	$359K	2,508	+177	add
448	Herold Advisors, Inc.	$358K	2,500	0	no change
449	R Squared Ltd	$358K	2,498	+1,107	add
450	Hennion & Walsh Asset Management, Inc.	$356K	2,487	−30	trim
451	Aaron Wealth Advisors LLC	$355K	2,478	+100	add
452	Savant Capital, LLC	$353K	2,463	+445	add
453	Focus Partners Wealth	$350K	2,443	−3,672	trim
454	ONE WEALTH CAPITAL MANAGEMENT, LLC	$347K	2,354	+916	add
455	EP Wealth Advisors, LLC	$340K	2,376	−810	trim
456	Sun Financial Inc	$340K	2,211	−116	trim
457	Vestmark Advisory Solutions, Inc.	$337K	2,351	−525	trim
458	PAX Financial Group, LLC	$336K	2,349	−306	trim
459	South Shore Capital Advisors	$326K	2,279	0	no change
460	B. Riley Wealth Advisors, Inc.	$323K	2,280	−129	trim
461	FIDELIS CAPITAL PARTNERS, LLC	$321K	2,242	+54	add
462	Dana Investment Advisors, Inc.	$321K	2,239	−100	trim
463	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$316K	2,207	+344	add
464	EPACRIA CAPITAL PARTNERS, LLC	$315K	2,200	0	no change
465	Jefferies Financial Group Inc.	$314K	2,192	+2,192	new
466	OXFORD ASSET MANAGEMENT LLP	$314K	2,192	+2,192	new
467	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$314K	2,191	+2,191	new
468	Alliance Wealth Advisors, LLC /UT	$312K	2,181	−993	trim
469	Buttonwood Financial Advisors Inc.	$310K	2,165	0	no change
470	Larson Financial Group LLC	$308K	2,150	+136	add
471	180 WEALTH ADVISORS, LLC	$306K	2,135	−8	trim
472	Sound Financial Strategies Group, LLC	$304K	2,125	−2,989	trim
473	Stratos Wealth Partners, LTD.	$299K	2,089	+57	add
474	Spire Wealth Management	$294K	2,053	+86	add
475	BARD ASSOCIATES INC	$294K	2,051	+1,838	add
476	BERKSHIRE ASSET MANAGEMENT LLC/PA	$293K	2,044	0	no change
477	PRINCIPAL SECURITIES, INC.	$291K	2,035	+465	add
478	DAVENPORT & Co LLC	$289K	2,020	+50	add
479	TEACHER RETIREMENT SYSTEM OF TEXAS	$288K	2,014	−5,770	trim
480	Aptus Capital Advisors, LLC	$288K	2,008	−102	trim
481	Advisors Capital Management, LLC	$287K	2,001	+163	add
482	BALYASNY ASSET MANAGEMENT L.P.	$286K	2,000	−1,088,892	trim
483	Callan Family Office, LLC	$284K	1,980	+33	add
484	Phillips Wealth Planners LLC	$279K	1,796	−300	trim
485	Caldwell Trust Co	$278K	1,940	0	no change
486	PACES FERRY WEALTH ADVISORS, LLC	$278K	1,939	−2	trim
487	Meeder Advisory Services, Inc.	$277K	1,935	+61	add
488	Siemens Fonds Invest GmbH	$277K	1,933	0	no change
489	Kera Capital Partners, Inc.	$277K	1,931	+222	add
490	TEMA ETFS LLC	$276K	1,928	+7	add
491	Black Diamond Financial, LLC	$276K	1,927	0	no change
492	Guardian Wealth Advisors, LLC	$274K	1,910	−59	trim
493	NWAM LLC	$273K	1,904	−7	trim
494	Board of the Pension Protection Fund	$272K	1,900	+1,600	add
495	CIDEL ASSET MANAGEMENT INC	$270K	1,887	+247	add
496	Smartleaf Asset Management LLC	$269K	1,902	−128	trim
497	Sowell Financial Services LLC	$269K	1,878	−285	trim
498	Vontobel Holding Ltd.	$268K	1,870	+127	add
499	FIDUCIARY FAMILY OFFICE, LLC	$266K	1,859	−100	trim
500	KESTRA PRIVATE WEALTH SERVICES, LLC	$266K	1,858	−62	trim

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

Congress ↔ notable managers · EXPD

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: 4 Tudor Investment Corp, Gotham Asset Management, Caxton Associates, Bridgewater Associates $28.8M held
Trimming: 1 Coatue Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · Expeditors International Of Washington Inc - US

Merged timeline of congressional filings and notable-manager moves on EXPD
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	new	+100,898 sh
2026-05-15	Gotham Asset Management 13F	add	+18,433 sh
2026-05-15	Bridgewater Associates 13F	new	+14,494 sh
2026-05-15	Coatue Management 13F	exit	−365,987 sh
2026-05-14	Caxton Associates 13F	new	+15,065 sh

6 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 EXPD — the congressional view ↗