Who holds FISticker 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 ↗

FIDELITY NATL INFORMATION SV · COM · quarter ended 2026-03-31 · 20 members disclosed FIS ↗

667

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

$16.6B

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

379

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

129

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 FIS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.7B	57,009,522	+2,672,893	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.6B	33,523,966	—	no prior
3	STATE STREET CORP	$1.2B	25,283,409	+534,269	add
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	23,989,817	—	no prior
5	Capital Research Global Investors	$887M	18,901,807	−9,227,903	trim
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$578M	12,294,730	+1,098,012	add
7	Invesco Ltd.	$385M	8,205,702	−317,246	trim
8	DIMENSIONAL FUND ADVISORS LP	$281M	5,979,124	+6,750	add
9	RAYMOND JAMES FINANCIAL INC	$278M	5,925,408	+543,327	add
10	AQR CAPITAL MANAGEMENT LLC	$269M	5,729,741	+3,705,469	add
11	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$268M	5,720,440	+5,720,440	new
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$267M	5,643,609	+580,020	add
13	NORTHERN TRUST CORP	$265M	5,641,060	−63,087	trim
14	Longview Partners (Guernsey) LTD	$263M	5,597,178	−622,521	trim
15	MORGAN STANLEY	$226M	4,822,884	−69,727	trim
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$178M	3,795,097	−229,644	trim
17	Legal & General Group Plc	$171M	3,655,220	+45,788	add
18	FIL Ltd	$171M	3,638,107	−5,471	trim
19	CITADEL ADVISORS LLC	$164M	3,488,971	+3,307,111	add
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$151M	3,217,587	−57,006	trim
21	Nuveen, LLC	$145M	3,087,518	−454,015	trim
22	CIBC Bancorp USA Inc.	$143M	3,047,200	—	no prior
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$141M	3,015,663	+2,098,139	add
24	FMR LLC	$141M	3,014,423	+818,042	add
25	FULLER & THALER ASSET MANAGEMENT, INC.	$138M	2,948,076	+2,948,076	new
26	VANGUARD FIDUCIARY TRUST CO	$137M	2,913,348	—	no prior
27	DEUTSCHE BANK AG\	$122M	2,601,396	+367,566	add
28	HAWK RIDGE CAPITAL MANAGEMENT LP	$122M	2,597,980	+640,200	add
29	Qube Research & Technologies Ltd	$119M	2,528,422	+2,326,311	add
30	PRUDENTIAL FINANCIAL INC	$118M	2,520,887	+1,085,326	add
31	Amundi	$116M	2,472,367	+564,819	add
32	MIZUHO MARKETS AMERICAS LLC	$112M	2,378,011	−1,294,158	trim
33	Point72 Asset Management, L.P.	$109M	2,327,599	+184,680	add
34	UBS Group AG	$107M	2,285,053	−414,102	trim
35	BANK OF AMERICA CORP /DE/	$105M	2,247,828	−731,767	trim
36	LONDON CO OF VIRGINIA	$102M	2,164,254	−256,171	trim
37	D. E. Shaw & Co., Inc.	$87.3M	1,861,864	+375,444	add
38	RENAISSANCE TECHNOLOGIES LLC	$83.0M	1,768,542	+1,768,542	new
39	Swiss National Bank	$71.3M	1,519,746	+87,800	add
40	BARCLAYS PLC	$67.5M	1,439,547	−108,314	trim
41	WELLS FARGO & COMPANY/MN	$66.0M	1,407,924	+659,766	add
42	GMT CAPITAL CORP	$66.0M	1,407,800	+1,407,800	new
43	ROYAL BANK OF CANADA	$60.9M	1,297,722	+1,297,722	new
44	HSBC HOLDINGS PLC	$60.6M	1,288,032	−1,186,778	trim
45	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$59.8M	1,275,500	+338,500	add
46	Mitsubishi UFJ Asset Management Co., Ltd.	$55.2M	1,176,733	+101,499	add
47	Vanguard Global Advisers, LLC	$53.6M	1,142,434	—	no prior
48	NATIONAL BANK OF CANADA /FI/	$51.4M	1,094,734	+78,927	add
49	National Pension Service	$50.9M	1,084,486	+1,084,486	new
50	MILLENNIUM MANAGEMENT LLC	$50.0M	1,066,389	−112,493	trim
51	CANADA PENSION PLAN INVESTMENT BOARD	$49.5M	1,056,216	+218,953	add
52	WELLINGTON MANAGEMENT GROUP LLP	$48.7M	1,037,912	+407,991	add
53	Invenomic Capital Management LP	$48.5M	1,034,189	+775,848	add
54	VANGUARD ASSET MANAGEMENT, Ltd	$48.2M	1,027,163	—	no prior
55	FRANKLIN RESOURCES INC	$47.2M	1,007,216	−108,651	trim
56	SEI INVESTMENTS CO	$44.4M	946,377	+251,482	add
57	Aberdeen Group plc	$43.3M	922,261	+180,456	add
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$42.2M	899,506	−16,591	trim
59	ALLIANCEBERNSTEIN L.P.	$39.9M	600,542	−6,408	trim
60	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	$38.8M	827,501	+205,352	add
61	North Reef Capital Management LP	$36.4M	775,000	+775,000	new
62	MOORE CAPITAL MANAGEMENT, LP	$35.7M	761,600	+408,000	add
63	Prana Capital Management, LP	$34.9M	743,864	+367,966	add
64	Boston Partners	$34.2M	730,155	−28,891	trim
65	ENVESTNET ASSET MANAGEMENT INC	$33.3M	710,525	+710,525	new
66	MANGROVE PARTNERS IM, LLC	$30.9M	657,673	+150,286	add
67	CITIGROUP INC	$27.7M	591,347	+160,471	add
68	Holocene Advisors, LP	$27.3M	582,349	+582,349	new
69	PRINCIPAL FINANCIAL GROUP INC	$27.1M	576,941	−80,148	trim
70	Gotham Asset Management, LLC	$25.9M	552,470	+427,984	add
71	Sunriver Management LLC	$25.7M	548,860	+548,860	new
72	Cannell & Spears LLC	$25.4M	541,071	−133,551	trim
73	BNP Paribas Asset Management Holding S.A.	$25.1M	534,915	+296,945	add
74	Advisors Capital Management, LLC	$24.3M	518,743	+74,569	add
75	VICTORY CAPITAL MANAGEMENT INC	$24.3M	518,624	+233,187	add
76	MACKENZIE FINANCIAL CORP	$23.1M	491,468	+218,998	add
77	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$22.5M	477,374	+75,405	add
78	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$21.4M	456,577	0	no change
79	NOMURA HOLDINGS INC	$20.7M	441,037	−90,886	trim
80	CREDIT AGRICOLE S A	$20.3M	431,828	+367,948	add
81	Vinva Investment Management Ltd	$19.4M	408,312	+340,213	add
82	ASSETMARK, INC	$18.8M	400,455	+16,854	add
83	AMERICAN CENTURY COMPANIES INC	$18.8M	400,201	+40,210	add
84	ADAGE CAPITAL PARTNERS GP, L.L.C.	$18.7M	398,778	−68,600	trim
85	Clarkston Capital Partners, LLC	$18.7M	397,875	−4,845	trim
86	Global Assets Advisory, LLC	$18.4M	40,503	+40,503	new
87	WORLDQUANT MILLENNIUM ADVISORS LLC	$18.1M	385,993	+385,993	new
88	Man Group plc	$17.9M	382,521	+219,746	add
89	NOMURA ASSET MANAGEMENT CO LTD	$17.8M	378,389	+13,458	add
90	Candriam S.C.A.	$17.6M	375,784	+321,624	add
91	Universal- Beteiligungs- und Servicegesellschaft mbH	$16.7M	355,236	+677	add
92	BANK OF MONTREAL /CAN/	$16.6M	353,930	−57,173	trim
93	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$16.4M	348,766	+92,050	add
94	Swedbank AB	$16.3M	348,448	−31,266	trim
95	Zurcher Kantonalbank (Zurich Cantonalbank)	$15.3M	326,626	+326,626	new
96	Connor, Clark & Lunn Investment Management Ltd.	$15.3M	325,494	+84,599	add
97	STATE OF WISCONSIN INVESTMENT BOARD	$15.2M	324,097	+40,042	add
98	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$15.1M	320,899	+176,728	add
99	LPL Financial LLC	$15.0M	320,008	+24,119	add
100	TORONTO DOMINION BANK	$14.7M	312,419	−76,380	trim
101	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$14.6M	310,349	−203,759	trim
102	Ilex Capital Partners (UK) LLP	$14.2M	303,759	+303,759	new
103	Pictet Asset Management Holding SA	$13.8M	293,176	−90,881	trim
104	Creative Planning	$13.7M	292,721	+199,341	add
105	IEQ CAPITAL, LLC	$13.0M	276,526	+251,483	add
106	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$12.7M	270,192	−21,455	trim
107	ROYAL LONDON ASSET MANAGEMENT LTD	$12.3M	261,375	+5,205	add
108	Quantinno Capital Management LP	$12.2M	260,877	+158,079	add
109	Vanguard Investments Australia, Ltd.	$12.2M	259,567	—	no prior
110	PFA Pension, Forsikringsaktieselskab	$12.1M	258,338	+258,338	new
111	Chevy Chase Trust Holdings, LLC	$12.0M	256,346	−7,408	trim
112	Korea Investment CORP	$11.6M	248,098	+11,500	add
113	TD ASSET MANAGEMENT INC	$11.6M	247,733	+11,439	add
114	BROWN ADVISORY INC	$11.4M	242,779	−64,480	trim
115	Verbena Value LP	$11.2M	237,925	+237,925	new
116	Kemnay Advisory Services Inc.	$11.0M	235,460	+234,824	add
117	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$10.8M	230,600	−2,091	trim
118	APG Asset Management N.V.	$10.5M	257,930	−11,339	trim
119	Asset Management One Co., Ltd.	$10.3M	220,293	−7,586	trim
120	PRIMECAP MANAGEMENT CO/CA/	$10.2M	217,406	−628,800	trim
121	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$9.9M	210,837	+190,366	add
122	Tejara Capital Ltd	$9.3M	197,811	+197,811	new
123	TWINBEECH CAPITAL LP	$9.2M	196,395	+100,748	add
124	Squarepoint Ops LLC	$8.9M	190,214	−116,568	trim
125	Steward Partners Investment Advisory, LLC	$8.6M	184,098	+64,111	add
126	Allianz Asset Management GmbH	$8.5M	180,701	+141,337	add
127	CIBC Asset Management Inc	$8.5M	180,656	+11,187	add
128	NATIXIS	$8.4M	178,513	+49,347	add
129	State of New Jersey Common Pension Fund D	$8.3M	175,901	−4,211	trim
130	JANE STREET GROUP, LLC	$8.3M	175,882	−863,118	trim
131	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.9M	168,917	+67,100	add
132	Cerity Partners LLC	$7.8M	166,578	+128,872	add
133	Resona Asset Management Co.,Ltd.	$7.7M	164,825	+2,324	add
134	Lansforsakringar Fondforvaltning AB (publ)	$7.7M	164,814	−4,358	trim
135	Mitsubishi UFJ Trust & Banking Corp	$7.5M	160,693	+102,147	add
136	XTX Topco Ltd	$7.5M	159,353	+126,914	add
137	Engineers Gate Manager LP	$7.4M	156,982	+39,715	add
138	MARATHON CAPITAL MANAGEMENT	$7.3M	155,882	+67,014	add
139	Cetera Investment Advisers	$7.3M	154,740	+17,773	add
140	Tredje AP-fonden	$7.2M	152,950	+152,950	new
141	NORDEA INVESTMENT MANAGEMENT AB	$7.0M	148,821	−1,291,389	trim
142	CWM, LLC	$7.0M	148,287	+123,293	add
143	Ensign Peak Advisors, Inc	$6.9M	147,051	+45,323	add
144	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$6.8M	145,745	−7,649	trim
145	Czech National Bank	$6.6M	141,034	+4,484	add
146	Arizona State Retirement System	$6.6M	140,739	−2,629	trim
147	AIA Group Ltd	$6.5M	137,810	+51,256	add
148	Mariner, LLC	$6.4M	137,242	+45,737	add
149	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.3M	135,303	−300	trim
150	Tidal Investments LLC	$6.3M	135,057	+135,057	new
151	NewEdge Advisors, LLC	$6.3M	134,329	+134,329	new
152	Robeco Institutional Asset Management B.V.	$6.2M	131,426	+78,620	add
153	Vident Advisory, LLC	$6.1M	130,376	+13,869	add
154	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.0M	137,792	+52,996	add
155	Rafferty Asset Management, LLC	$5.9M	125,900	−32,076	trim
156	STOREBRAND ASSET MANAGEMENT AS	$5.8M	122,716	—	no prior
157	Midwest Trust Co	$5.7M	121,732	+4,889	add
158	INTECH INVESTMENT MANAGEMENT LLC	$5.7M	120,853	+43,475	add
159	FIFTH THIRD BANCORP	$5.7M	120,839	+78,116	add
160	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.7M	120,630	+175	add
161	Blackstone Inc.	$5.5M	116,772	+116,772	new
162	Bleakley Financial Group, LLC	$5.4M	115,095	+328	add
163	Mirae Asset Global Investments Co., Ltd.	$5.3M	113,146	+9,664	add
164	Polar Capital Holdings Plc	$5.3M	112,142	−13,534	trim
165	Retirement Systems of Alabama	$5.2M	109,970	−196	trim
166	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$5.1M	108,772	+644	add
167	XPONANCE LLC	$5.1M	107,849	+11,594	add
168	Brevan Howard Capital Management LP	$5.0M	107,191	+97,235	add
169	Moran Wealth Management, LLC	$5.0M	105,683	+24,074	add
170	ProShare Advisors LLC	$4.9M	104,918	−4,889	trim
171	MERCER GLOBAL ADVISORS INC /ADV	$4.9M	104,710	+52,085	add
172	SEB Asset Management AB	$4.9M	104,667	—	no prior
173	BLAIR WILLIAM & CO/IL	$4.8M	102,688	−94,222	trim
174	VOYA INVESTMENT MANAGEMENT LLC	$4.8M	102,340	−816	trim
175	Swiss Life Asset Management Ltd	$4.8M	102,249	−9,668	trim
176	Woodline Partners LP	$4.8M	101,431	+12,993	add
177	Counterpoint Mutual Funds LLC	$4.7M	101,185	+101,185	new
178	Hudson Bay Capital Management LP	$4.7M	100,000	+100,000	new
179	IFM Investors Pty Ltd	$4.7M	99,708	0	no change
180	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.6M	98,985	+84	add
181	USS Investment Management Ltd	$4.6M	98,220	+3,933	add
182	STIFEL FINANCIAL CORP	$4.5M	96,777	−84,227	trim
183	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.4M	92,762	+16,591	add
184	COMMONWEALTH EQUITY SERVICES, LLC	$4.2M	88,599	−11,018	trim
185	Daiwa Securities Group Inc.	$4.1M	88,333	+4,220	add
186	Callan Family Office, LLC	$4.0M	85,122	+25,517	add
187	Utah Retirement Systems	$4.0M	84,312	−2,704	trim
188	BANK OF NOVA SCOTIA	$3.9M	82,340	−137,473	trim
189	HEARTLAND ADVISORS INC	$3.9M	82,174	+61,248	add
190	Linscomb Wealth, Inc.	$3.8M	81,640	−12,532	trim
191	MGO ONE SEVEN LLC	$3.8M	81,377	+1,489	add
192	OLD NATIONAL BANCORP /IN/	$3.8M	80,942	+22,766	add
193	Aquatic Capital Management LLC	$3.7M	79,611	+79,611	new
194	Lighthouse Investment Partners, LLC	$3.7M	78,529	+47,360	add
195	Rakuten Investment Management, Inc.	$3.6M	76,854	+8,539	add
196	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.6M	77,148	+1,827	add
197	NEOS Investment Management LLC	$3.5M	74,274	−18,687	trim
198	Machina Capital S.A.S.	$3.4M	73,506	+44,951	add
199	Federation des caisses Desjardins du Quebec	$3.4M	72,965	+23,196	add
200	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.4M	72,363	+1,504	add
201	World Investment Advisors	$3.4M	71,416	−940	trim
202	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.3M	71,380	−21,162	trim
203	Baird Financial Group, Inc.	$3.3M	69,909	+69,909	new
204	MML INVESTORS SERVICES, LLC	$3.2M	67,558	−4,030	trim
205	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.1M	66,755	+392	add
206	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$3.1M	66,382	+4	add
207	Brookstone Capital Management	$3.1M	65,514	+12,696	add
208	&PARTNERS	$3.0M	64,816	+64,816	new
209	TRUIST FINANCIAL CORP	$3.0M	64,489	+12,122	add
210	Verition Fund Management LLC	$3.0M	64,421	+13,419	add
211	Compass Wealth Management LLC	$3.0M	63,769	−16,041	trim
212	Comprehensive Financial Consultants Institutional, Inc.	$3.0M	63,533	+5,951	add
213	CIBC WORLD MARKET INC.	$3.0M	63,507	+114	add
214	Magnetar Financial LLC	$2.9M	62,473	+19,159	add
215	Eurizon Capital SGR S.p.A.	$2.9M	62,274	+9,003	add
216	ProVise Management Group, LLC	$2.9M	62,298	+9,668	add
217	Vanguard Personalized Indexing Management, LLC	$2.8M	60,369	+10,788	add
218	Regal Investment Advisors LLC	$2.8M	60,205	+3,394	add
219	Sovereign's Capital Management, LLC	$2.8M	60,145	+60,145	new
220	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.8M	59,340	+59,340	new
221	FIRST TRUST ADVISORS LP	$2.7M	58,448	+13,323	add
222	Bridgewater Associates, LP	$2.7M	58,086	−73,380	trim
223	UniSuper Management Pty Ltd	$2.7M	57,711	+4,230	add
224	Inlet Private Wealth, LLC	$2.7M	57,255	−12,106	trim
225	Janus Henderson Group Ltd.	$2.7M	56,843	−3,093	trim
226	OPPENHEIMER ASSET MANAGEMENT INC.	$2.7M	56,790	−2,813	trim
227	Meiji Yasuda Asset Management Co Ltd.	$2.6M	56,313	+10,084	add
228	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.6M	55,083	−525	trim
229	OP Asset Management Ltd	$2.5M	53,490	—	no prior
230	COMMERCE BANK	$2.5M	52,439	−3,316	trim
231	PRECEDENT WEALTH PARTNERS, LLC	$2.4M	51,857	+48,631	add
232	Radnor Capital Management, LLC	$2.4M	51,795	−576	trim
233	Generali Asset Management SPA SGR	$2.4M	51,498	+28,438	add
234	MACQUARIE GROUP LTD	$2.4M	50,742	−529,370	trim
235	Vise Technologies, Inc.	$2.4M	35,513	0	no change
236	US BANCORP \DE\	$2.3M	50,066	−383	trim
237	ASR Vermogensbeheer N.V.	$2.3M	48,501	+777	add
238	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.2M	46,440	+703	add
239	Merit Financial Group, LLC	$2.1M	44,776	+2,466	add
240	CALIBER WEALTH MANAGEMENT, LLC / KS	$2.1M	44,554	+2,999	add
241	OSAIC HOLDINGS, INC.	$2.1M	44,107	−3,804	trim
242	HARRELL INVESTMENT PARTNERS, LLC	$2.0M	43,582	−1,893	trim
243	Marks Group Wealth Management, Inc	$2.0M	41,585	+17,235	add
244	HighTower Advisors, LLC	$1.9M	40,348	+3,112	add
245	Pathstone Holdings, LLC	$1.8M	38,916	−2,724	trim
246	Focus Partners Wealth	$1.8M	38,903	+15,873	add
247	Greenland Capital Management LP	$1.8M	38,901	+38,901	new
248	Independent Advisor Alliance	$1.8M	38,764	−666	trim
249	TWIN CITY PRIVATE WEALTH, LLC	$1.8M	38,730	+16,859	add
250	Avanza Fonder AB	$1.8M	38,714	0	no change
251	HB Wealth Management, LLC	$1.8M	38,107	+1,922	add
252	PRINCIPAL SECURITIES, INC.	$1.8M	38,010	+9,739	add
253	ASSOCIATED BANC-CORP	$1.8M	37,771	−867	trim
254	Farringdon Capital, Ltd.	$1.8M	37,548	+29,666	add
255	Investment Management Corp of Ontario	$1.7M	37,095	−5,104	trim
256	ODDO BHF ASSET MANAGEMENT SAS	$1.7M	37,024	+1,112	add
257	Orion Porfolio Solutions, LLC	$1.7M	36,893	−6,194	trim
258	REGIONS FINANCIAL CORP	$1.7M	36,277	−12,021	trim
259	Annex Advisory Services, LLC	$1.7M	36,016	−496	trim
260	Jain Global LLC	$1.7M	35,891	−539,467	trim
261	Quadrature Capital Ltd	$1.7M	35,595	+31,068	add
262	Scissortail Wealth Management, LLC	$1.6M	35,017	+3,116	add
263	Tower Research Capital LLC (TRC)	$1.6M	34,778	+6,956	add
264	Elo Mutual Pension Insurance Co	$1.6M	34,060	−16,042	trim
265	OXFORD ASSET MANAGEMENT LLP	$1.6M	33,884	+29,244	add
266	QUADRANT CAPITAL GROUP LLC	$1.6M	33,858	+19,893	add
267	Summit Trail Advisors, LLC	$1.6M	33,263	+20,102	add
268	Donoghue Forlines LLC	$1.6M	33,198	+33,198	new
269	M&T BANK CORP	$1.5M	32,923	+1,550	add
270	Clear Trail Advisors, LLC	$1.5M	32,625	−6,340	trim
271	Corient Private Wealth LLC	$1.5M	33,861	−51,259	trim
272	RITHOLTZ WEALTH MANAGEMENT	$1.5M	31,831	+6,386	add
273	44 WEALTH MANAGEMENT LLC	$1.5M	31,519	+6,846	add
274	Patriot Financial Group Insurance Agency, LLC	$1.5M	31,484	+20,262	add
275	LAZARD ASSET MANAGEMENT LLC	$1.5M	31,344	−198,631	trim
276	MIZUHO SECURITIES USA LLC	$1.5M	31,306	−6,401	trim
277	Havemeyer Place LP	$1.5M	31,302	+2,570	add
278	INCEPTIONR LLC	$1.5M	30,980	+10,717	add
279	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.4M	30,606	+30,606	new
280	Osmosis Investment Management UK Ltd	$1.4M	29,945	+29,945	new
281	Rockefeller Capital Management L.P.	$1.4M	29,722	+8,583	add
282	Andra AP-fonden	$1.4M	29,500	−18,534	trim
283	Norinchukin Bank, The	$1.3M	28,645	+91	add
284	ABN AMRO INVESTMENT SOLUTIONS	$1.3M	28,509	+8,262	add
285	GUGGENHEIM CAPITAL LLC	$1.3M	28,465	−1,379	trim
286	Caitong International Asset Management Co., Ltd	$1.3M	28,406	+28,406	new
287	ALPS ADVISORS INC	$1.3M	27,001	+353	add
288	Wealthfront Advisers LLC	$1.3M	26,791	−5,102	trim
289	OMERS ADMINISTRATION Corp	$1.2M	26,602	+5,642	add
290	TOCQUEVILLE ASSET MANAGEMENT L.P.	$1.2M	26,099	+2,779	add
291	Maryland State Retirement & Pension System	$1.2M	26,057	0	no change
292	Sanctuary Advisors, LLC	$1.2M	26,004	−6,335	trim
293	Crossmark Global Holdings, Inc.	$1.2M	25,811	—	no prior
294	FOX RUN MANAGEMENT, L.L.C.	$1.2M	25,479	+2,718	add
295	Sequoia Financial Advisors, LLC	$1.2M	25,756	+12,289	add
296	QRG CAPITAL MANAGEMENT, INC.	$1.2M	25,691	+25,691	new
297	Phoenix Wealth Advisors	$1.2M	25,230	−1,368	trim
298	Pallas Capital Advisors LLC	$1.2M	24,837	+21,564	add
299	LECAP ASSET MANAGEMENT LTD	$1.1M	24,452	+24,452	new
300	Qsemble Capital Management, LP	$1.1M	24,451	−84,851	trim
301	Chicago Partners Investment Group LLC	$1.1M	23,555	+15,848	add
302	Allspring Global Investments Holdings, LLC	$1.1M	24,783	+2,147	add
303	Revisor Wealth Management LLC	$1.1M	23,550	+7,236	add
304	ING GROEP NV	$1.1M	23,519	−384	trim
305	Ionic Capital Management LLC	$1.1M	23,000	+23,000	new
306	GHP Investment Advisors, Inc.	$1.1M	22,615	−2,003	trim
307	Horrell Capital Management, Inc.	$1.0M	22,337	−1,993	trim
308	Kintegral Advisory, LLC	$1.0M	22,276	−988	trim
309	CHOREO, LLC	$1.0M	21,587	+21,587	new
310	TWO SIGMA SECURITIES, LLC	$1.0M	21,476	+16,710	add
311	MUFG Securities EMEA plc	$996K	21,230	−10	trim
312	Krilogy Financial LLC	$992K	20,413	+20,413	new
313	ZWJ INVESTMENT COUNSEL INC	$992K	21,157	+1,359	add
314	Spectrum Investment Advisors, Inc.	$983K	20,947	+20,947	new
315	D.A. DAVIDSON & CO.	$979K	20,862	+20,862	new
316	SHELTON CAPITAL MANAGEMENT	$977K	20,830	0	no change
317	Voya Financial Advisors, Inc.	$947K	20,190	+4,605	add
318	TMB Capital Partners, LLC	$925K	19,720	+1,530	add
319	Empirical Finance, LLC	$917K	19,544	−55	trim
320	Empowered Funds, LLC	$915K	19,512	−1,071	trim
321	Focus Partners Advisor Solutions, LLC	$880K	18,752	+15,580	add
322	BARINGS LLC	$876K	18,671	−5,031	trim
323	OSSIAM	$863K	18,399	+270	add
324	AustralianSuper Pty Ltd	$861K	18,362	0	no change
325	TOKIO MARINE ASSET MANAGEMENT CO LTD	$853K	18,176	0	no change
326	Atria Investments, Inc	$837K	17,849	−15,448	trim
327	PRUDENTIAL PLC	$823K	17,550	−33,699	trim
328	Dai-ichi Life Insurance Company, Ltd	$813K	17,340	−1,475	trim
329	iSAM Funds (UK) Ltd	$812K	17,304	+5,966	add
330	Global X Japan Co., Ltd.	$793K	16,910	+563	add
331	Prospera Financial Services Inc	$789K	16,829	+16,829	new
332	Chesley Taft & Associates LLC	$787K	16,768	+1,055	add
333	SAGESPRING WEALTH PARTNERS, LLC	$781K	16,641	+2,454	add
334	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$777K	16,570	+24	add
335	JOURNEY STRATEGIC WEALTH LLC	$752K	16,028	+1,584	add
336	Private Advisor Group, LLC	$751K	16,000	−1,878	trim
337	Brooklyn Investment Group	$738K	15,737	+15,737	new
338	NOVEM GROUP	$735K	15,674	+15,674	new
339	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$731K	15,580	−447	trim
340	Bull Harbor Capital LLC	$730K	15,556	—	no prior
341	CSS LLC/IL	$726K	15,482	−5,364	trim
342	Frec Markets, Inc.	$720K	15,354	+15,354	new
343	North Dakota State Investment Board	$714K	15,220	−2,842	trim
344	NICOLET BANKSHARES INC	$703K	15,187	+15,187	new
345	Metis Global Partners, LLC	$689K	14,685	−1,724	trim
346	Caldwell Trust Co	$664K	14,165	−12,504	trim
347	KESTRA PRIVATE WEALTH SERVICES, LLC	$661K	14,097	+14,097	new
348	Central Pacific Bank - Trust Division	$658K	14,034	+334	add
349	SECURIAN ASSET MANAGEMENT, INC	$656K	13,981	−100	trim
350	Kestra Advisory Services, LLC	$651K	13,877	−1,546	trim
351	Avantra Family Wealth, Inc.	$638K	13,590	+2,196	add
352	Ashton Thomas Private Wealth, LLC	$635K	13,531	+3,615	add
353	Jefferies Financial Group Inc.	$633K	13,500	−1,862	trim
354	Sivia Capital Partners, LLC	$632K	13,462	+9,987	add
355	Avant Financial Advisors LLC	$622K	13,249	0	no change
356	EVERGREEN CAPITAL MANAGEMENT LLC	$615K	13,110	+13,110	new
357	Sagewood Asset Management LP	$606K	12,927	+727	add
358	AZZAD ASSET MANAGEMENT INC /ADV	$591K	12,598	+250	add
359	Leonteq Securities AG	$588K	12,535	+9,789	add
360	JUPITER ASSET MANAGEMENT LTD	$587K	12,518	+12,518	new
361	Varma Mutual Pension Insurance Co	$572K	12,200	0	no change
362	Bridgefront Capital, LLC	$561K	11,963	+8,908	add
363	Waverly Advisors, LLC	$560K	11,937	+2,920	add
364	Walleye Capital LLC	$556K	11,858	+11,857	add
365	Vontobel Holding Ltd.	$552K	11,769	−238	trim
366	Siemens Fonds Invest GmbH	$549K	11,701	0	no change
367	CAXTON ASSOCIATES LLP	$545K	11,628	+11,628	new
368	SummitTX Capital, L.P.	$532K	11,344	−56,813	trim
369	Wilmington Savings Fund Society, FSB	$532K	11,332	−40	trim
370	Banque Cantonale Vaudoise	$527K	11,243	−16,893	trim
371	Allworth Financial LP	$526K	11,211	+2,927	add
372	Assenagon Asset Management S.A.	$512K	10,911	−554,204	trim
373	BOOTHBAY FUND MANAGEMENT, LLC	$511K	10,884	−76,831	trim
374	OneDigital Investment Advisors LLC	$503K	10,721	−2,452	trim
375	Board of the Pension Protection Fund	$502K	10,700	+10,700	new
376	Harbour Wealth Management Group, Inc.	$497K	10,596	+5,303	add
377	COLDSTREAM CAPITAL MANAGEMENT INC	$491K	10,457	+3,008	add
378	Meiji Yasuda Life Insurance Co	$482K	10,272	−710	trim
379	SAXON INTERESTS, INC.	$481K	10,255	+1,928	add
380	Y-Intercept (Hong Kong) Ltd	$479K	10,220	−29,730	trim
381	Cinctive Capital Management LP	$478K	10,198	+10,198	new
382	TEMA ETFS LLC	$455K	9,698	+49	add
383	Catalyst Capital Advisors LLC	$454K	9,688	0	no change
384	State of Wyoming	$448K	9,547	−3,791	trim
385	EVOLVE PRIVATE WEALTH, LLC	$447K	9,520	+3,630	add
386	Caerus Investment Advisors, LLC	$439K	9,359	+9,359	new
387	Johnson Financial Group, Inc.	$437K	9,321	−1,313	trim
388	Lido Advisors, LLC	$436K	9,287	−1,115	trim
389	Sentry LLC	$436K	9,285	−448	trim
390	Winthrop Partners - WNY, LLC	$435K	9,273	−993	trim
391	LVW Advisors, LLC	$432K	9,213	+9,213	new
392	CHRISTINE MESSMER PC	$429K	9,150	−2,111	trim
393	GROUPAMA ASSET MANAGMENT	$429K	9,139	+9,139	new
394	EP Wealth Advisors, LLC	$428K	9,134	+1,225	add
395	Biltmore Family Office, LLC	$428K	9,130	+193	add
396	KLCM Advisors, Inc.	$428K	9,127	+652	add
397	Diversified Trust Co	$425K	9,050	+9,050	new
398	Cypress Wealth Services, LLC	$421K	8,982	+2,896	add
399	LETSON INVESTMENT MANAGEMENT, INC.	$420K	8,950	0	no change
400	SIMPLEX TRADING, LLC	$419K	8,927	+8,927	new
401	POWER WEALTH MANAGEMENT LLC	$418K	8,908	0	no change
402	EVOKE WEALTH, LLC	$414K	8,831	+3,144	add
403	MAI Capital Management	$414K	8,827	+1,793	add
404	DAVENPORT & Co LLC	$414K	8,815	−3,955	trim
405	Watershed Asset Management, L.L.C.	$413K	8,810	+2,097	add
406	Moors & Cabot, Inc.	$413K	8,809	+222	add
407	NorthCrest Asset Manangement, LLC	$409K	8,842	+8,842	new
408	CAPSTONE INVESTMENT ADVISORS, LLC	$396K	8,438	−6,640	trim
409	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$390K	8,316	+8,316	new
410	Stonebrook Private Inc.	$390K	8,311	−183	trim
411	Southern Financial Group, LLC	$389K	8,287	—	no prior
412	Equitable Holdings, Inc.	$388K	6,126	+1,334	add
413	Investors Research Corp	$379K	8,081	−440	trim
414	Snowden Capital Advisors LLC	$377K	8,030	−5,248	trim
415	DRW Securities, LLC	$373K	7,961	−138	trim
416	Blue Trust, Inc.	$371K	7,904	−2,859	trim
417	Savant Capital, LLC	$370K	7,888	−1,893	trim
418	Laird Norton Wetherby Trust Company, LLC	$369K	7,870	−1,812	trim
419	Headlands Technologies LLC	$368K	7,855	+7,855	new
420	Blueshift Asset Management, LLC	$368K	7,853	+7,853	new
421	Frank, Rimerman Advisors LLC	$365K	7,773	+1,775	add
422	111 Capital	$364K	7,767	+7,767	new
423	Jacobi Capital Management LLC	$364K	7,766	−2,725	trim
424	TEACHER RETIREMENT SYSTEM OF TEXAS	$364K	7,761	−9,577	trim
425	Verdence Capital Advisors LLC	$364K	7,755	−10,194	trim
426	MASTERINVEST Kapitalanlage GmbH	$364K	7,750	0	no change
427	BALYASNY ASSET MANAGEMENT L.P.	$363K	7,729	−1,295,288	trim
428	TWIN FOCUS CAPITAL PARTNERS, LLC	$361K	7,695	−93	trim
429	SteelPeak Wealth, LLC	$357K	7,616	−26,825	trim
430	HUNTINGTON NATIONAL BANK	$354K	7,544	+7,544	new
431	VISTA INVESTMENT MANAGEMENT	$353K	7,521	−2,247	trim
432	One Wealth Advisors, LLC	$351K	7,487	−456	trim
433	GeoWealth Management, LLC	$349K	7,448	+2,224	add
434	J.W. COLE ADVISORS, INC.	$337K	7,183	−204	trim
435	VCI Wealth Management LLC	$337K	7,178	−8,998	trim
436	PATTON FUND MANAGEMENT, INC.	$334K	7,130	+3,544	add
437	Modern Wealth Management, LLC	$333K	7,372	+1,246	add
438	Gratus Wealth Advisors, LLC	$330K	7,044	−5,102	trim
439	Gateway Wealth Partners, LLC	$322K	6,875	+6,875	new
440	Alliance Wealth Advisors, LLC	$319K	6,797	+1,472	add
441	Legacy Wealth Asset Management, LLC	$316K	6,734	+90	add
442	SHP Wealth Management	$316K	6,732	+78	add
443	Apollon Wealth Management, LLC	$313K	6,672	−861	trim
444	BBR PARTNERS, LLC	$311K	6,636	−73	trim
445	Everhart Financial Group, Inc.	$306K	6,529	−242	trim
446	R Squared Ltd	$306K	6,516	+370	add
447	SIGNATUREFD, LLC	$305K	6,498	+3,433	add
448	Stratos Wealth Partners, LTD.	$305K	6,493	+1,808	add
449	Polymer Capital Management (US) LLC	$303K	6,464	−171	trim
450	Cape Investment Advisory, Inc.	$302K	6,428	+2,064	add
451	Concurrent Investment Advisors, LLC	$298K	6,354	−608	trim
452	GTS SECURITIES LLC	$297K	6,340	−1,420	trim
453	FIDUCIARY TRUST CO	$296K	6,302	+3,277	add
454	BURNEY CO/	$291K	6,202	−1	trim
455	CIDEL ASSET MANAGEMENT INC	$289K	6,152	+2,000	add
456	BENJAMIN EDWARDS INC	$287K	6,111	+442	add
457	denkapparat Operations GmbH	$284K	6,056	+6,056	new
458	Compound Planning, Inc.	$283K	6,038	−897	trim
459	Trust Asset Management LLC	$283K	6,030	0	no change
460	Dynamic Advisor Solutions LLC	$283K	6,026	+430	add
461	LEVIN CAPITAL STRATEGIES, L.P.	$281K	6,000	0	no change
462	Arax Advisory Partners	$281K	5,997	−12,628	trim
463	PANAGORA ASSET MANAGEMENT INC	$281K	5,983	0	no change
464	CenterBook Partners LP	$279K	5,957	−934	trim
465	STEPHENS INC /AR/	$279K	5,944	−366	trim
466	Hardy Reed LLC	$271K	5,785	+493	add
467	Meeder Advisory Services, Inc.	$267K	5,696	−2,172	trim
468	MOODY NATIONAL BANK TRUST DIVISION	$266K	5,665	+388	add
469	Michels Family Financial, LLC	$262K	5,584	+5,584	new
470	QTR Family Wealth, LLC	$261K	5,547	+5,547	new
471	AFFINITY INVESTMENT ADVISORS, LLC	$257K	5,477	+1,124	add
472	ASHTON THOMAS SECURITIES, LLC	$256K	5,466	+5,466	new
473	Walleye Trading LLC	$251K	5,345	−2,486	trim
474	MOR Wealth Management, LLC	$250K	5,319	−808	trim
475	Clifford Group, LLC	$249K	5,315	+5,315	new
476	Cresset Asset Management, LLC	$248K	5,282	+362	add
477	Ascent Group, LLC	$247K	5,271	+374	add
478	MIRABELLA FINANCIAL SERVICES LLP	$247K	5,263	−1,790	trim
479	Parcion Private Wealth LLC	$244K	5,207	+5,207	new
480	Abel Hall, LLC	$243K	5,177	+5,177	new
481	INDEPENDENT FINANCIAL GROUP, LLC	$243K	5,177	—	no prior
482	Palogic Value Management, L.P.	$243K	5,177	+5,177	new
483	LANDAAS & CO /WI /ADV	$242K	5,169	0	no change
484	Perigon Wealth Management, LLC	$242K	5,165	+1,366	add
485	Ellenbecker Investment Group	$239K	5,108	+1,072	add
486	Kera Capital Partners, Inc.	$236K	5,028	+5,028	new
487	Institute for Wealth Management, LLC.	$235K	5,014	−66	trim
488	NORTHBRIDGE FINANCIAL GROUP, LLC	$235K	5,064	−783	trim
489	ClearAlpha Technologies LP	$234K	4,986	+4,986	new
490	FEDERATED HERMES, INC.	$232K	4,937	+454	add
491	MATHER GROUP, LLC.	$228K	4,851	+4,851	new
492	WADDELL & ASSOCIATES, LLC	$227K	4,843	+4,843	new
493	Kathmere Capital Management, LLC	$226K	4,826	+1,574	add
494	Tevis Investment Management	$224K	4,768	+4,768	new
495	INTRUST BANK NA	$222K	4,726	−1,866	trim
496	Center for Financial Planning, Inc.	$221K	4,720	+105	add
497	Curi Capital, LLC	$221K	4,709	+65	add
498	TD Waterhouse Canada Inc.	$219K	4,846	−21,949	trim
499	Ameritas Investment Partners, Inc.	$217K	4,635	0	no change
500	DIVERSIFY WEALTH MANAGEMENT, LLC	$216K	4,680	+4,680	new

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

Congress ↔ notable managers · FIS

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

Congress · last 90 days

Buyers: 3 Alan Armstrong R–OK, Dan Newhouse R–WA-4, Gilbert Ray Cisneros, Jr. D–CA-31 $3K–$45K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Moore Capital Management, Gotham Asset Management, Caxton Associates $62.2M held
Trimming: 2 Bridgewater Associates, Baupost Group $2.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · FIDELITY NATL INFORMATION SV

Merged timeline of congressional filings and notable-manager moves on FIS
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-17	Dan Newhouse Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-05-15	Moore Capital Management 13F	add	+408,000 sh
2026-05-15	Gotham Asset Management 13F	add	+427,984 sh
2026-05-15	Bridgewater Associates 13F	trim	−73,380 sh
2026-05-14	Caxton Associates 13F	new	+11,628 sh
2026-05-14	Baupost Group 13F	exit	−4,503,801 sh

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

20 members of Congress disclosed FIS — the congressional view ↗