Who holds GSKticker 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 ↗

GSK PLC · SPONSORED ADR · quarter ended 2026-03-31 · 21 members disclosed GSK ↗

731

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

$15.4B

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

330

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 GSK ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$3.7B	67,661,646	+192,237	add
2	DODGE & COX	$3.2B	58,662,974	−9,854,995	trim
3	PRIMECAP MANAGEMENT CO/CA/	$1.4B	25,204,538	+74,378	add
4	WELLINGTON MANAGEMENT GROUP LLP	$647M	11,717,613	−839,874	trim
5	MORGAN STANLEY	$609M	11,030,651	+5,201,988	add
6	ROYAL BANK OF CANADA	$414M	7,506,786	−973,760	trim
7	STATE STREET CORP	$334M	5,998,486	−254,237	trim
8	Holocene Advisors, LP	$305M	5,518,433	−2,598,094	trim
9	BANK OF MONTREAL /CAN/	$256M	4,639,799	+2,039,895	add
10	BlackRock, Inc.	$196M	3,550,904	+1,736,715	add
11	Grantham, Mayo, Van Otterloo & Co. LLC	$194M	3,522,566	+33,192	add
12	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$192M	3,482,054	−175,877	trim
13	EQUITY INVESTMENT CORP	$178M	3,221,035	−889,544	trim
14	Connor, Clark & Lunn Investment Management Ltd.	$155M	2,817,445	+1,080,327	add
15	DIMENSIONAL FUND ADVISORS LP	$143M	2,586,767	+87,313	add
16	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$131M	2,378,076	−1,293,173	trim
17	SEI INVESTMENTS CO	$126M	2,286,880	+654,280	add
18	BANK OF AMERICA CORP /DE/	$122M	2,206,152	−1,546,950	trim
19	UBS Group AG	$115M	2,084,235	−4,196,648	trim
20	ENVESTNET ASSET MANAGEMENT INC	$101M	1,837,744	−806,986	trim
21	Eversept Partners, LP	$98.5M	1,785,175	−894,546	trim
22	NORTHERN TRUST CORP	$96.5M	1,748,557	+48,344	add
23	LETKO, BROSSEAU & ASSOCIATES INC	$90.8M	1,644,613	−30,250	trim
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$89.5M	1,621,397	−643,789	trim
25	AMERICAN CENTURY COMPANIES INC	$89.2M	1,616,008	+384,300	add
26	Aristotle Capital Management, LLC	$84.3M	1,528,016	−33,127	trim
27	CITIGROUP INC	$82.6M	1,496,097	+1,303,067	add
28	BRANDES INVESTMENT PARTNERS, LP	$80.2M	1,453,002	−271,574	trim
29	WELLS FARGO & COMPANY/MN	$77.6M	1,405,498	−1,130,352	trim
30	RAYMOND JAMES FINANCIAL INC	$75.7M	1,371,577	−1,104,162	trim
31	Callodine Capital Management, LP	$69.5M	1,259,477	+255,150	add
32	Mariner, LLC	$67.9M	1,231,009	−4,519	trim
33	Alyeska Investment Group, L.P.	$66.8M	1,210,746	+869,118	add
34	LMR Partners LLP	$54.1M	980,479	+980,479	new
35	FRANKLIN RESOURCES INC	$52.0M	942,429	+729,650	add
36	LPL Financial LLC	$48.8M	883,997	−698,146	trim
37	Bridgewater Associates, LP	$38.6M	698,666	−717,859	trim
38	FIRST TRUST ADVISORS LP	$37.7M	682,850	−63,845	trim
39	JANE STREET GROUP, LLC	$36.5M	661,399	−411,956	trim
40	CRAWFORD INVESTMENT COUNSEL INC	$35.1M	636,839	−25,178	trim
41	STIFEL FINANCIAL CORP	$34.3M	621,987	−214,207	trim
42	Qube Research & Technologies Ltd	$30.3M	548,222	+548,222	new
43	WELCH & FORBES LLC	$28.6M	518,597	0	no change
44	ASSETMARK, INC	$26.5M	480,636	+47,772	add
45	BNP Paribas Asset Management Holding S.A.	$25.3M	459,137	+202,257	add
46	OLD MISSION CAPITAL LLC	$24.0M	435,091	+275,181	add
47	Creative Planning	$23.6M	427,414	+45,772	add
48	Foster Victor Wealth Advisors, LLC	$23.4M	394,595	+3,390	add
49	Sio Capital Management, LLC	$21.3M	385,879	+385,879	new
50	DEUTSCHE BANK AG\	$21.0M	381,191	+376,007	add
51	Cetera Investment Advisers	$20.9M	378,190	−84,251	trim
52	Tower Research Capital LLC (TRC)	$20.8M	375,994	+146,782	add
53	Walleye Capital LLC	$20.6M	373,096	+321,192	add
54	Quantinno Capital Management LP	$20.4M	370,518	+48,829	add
55	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$19.4M	350,902	+346,095	add
56	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$18.6M	336,506	+46,618	add
57	RENAISSANCE TECHNOLOGIES LLC	$17.2M	311,292	−724,280	trim
58	Universal- Beteiligungs- und Servicegesellschaft mbH	$16.7M	303,169	−3,086	trim
59	AQR CAPITAL MANAGEMENT LLC	$15.6M	283,123	+46,521	add
60	Callan Family Office, LLC	$15.5M	281,675	−4,254	trim
61	Stockman Wealth Management, Inc.	$14.9M	270,147	+53	add
62	TruWealth Advisors, LLC	$14.9M	269,102	+2,720	add
63	COMMONWEALTH EQUITY SERVICES, LLC	$14.2M	256,515	−15,958	trim
64	Optiver Holding B.V.	$14.1M	255,274	−100,946	trim
65	TRUIST FINANCIAL CORP	$13.9M	252,458	−97,183	trim
66	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$13.2M	238,466	+28,313	add
67	ARMISTICE CAPITAL, LLC	$13.0M	236,000	−764,000	trim
68	US BANCORP \DE\	$12.6M	228,508	+7,589	add
69	OSAIC HOLDINGS, INC.	$12.5M	225,955	+12,822	add
70	Transmarket Holdings LP	$12.3M	222,457	—	no prior
71	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$11.7M	212,366	+212,366	new
72	DRW Securities, LLC	$11.7M	212,287	+152,749	add
73	Sanctuary Advisors, LLC	$11.5M	207,807	−21,208	trim
74	Tidal Investments LLC	$11.5M	210,633	+162,332	add
75	ADVISORY RESEARCH INC	$11.3M	204,282	−119,556	trim
76	Altrius Capital Management Inc	$10.7M	193,180	−3,827	trim
77	GRIMES & Co WEALTH MANAGEMENT, LLC	$10.1M	182,311	−3,253	trim
78	Bell Bank	$10.1M	182,228	−1,972	trim
79	Cerity Partners LLC	$10.0M	181,753	+254	add
80	QRG CAPITAL MANAGEMENT, INC.	$9.8M	177,993	+33,462	add
81	Visionary Wealth Advisors	$9.7M	175,589	−33,612	trim
82	FEDERATED HERMES, INC.	$9.3M	169,014	−2,674,401	trim
83	MML INVESTORS SERVICES, LLC	$9.2M	166,369	−135,208	trim
84	Robertson Stephens Wealth Management, LLC	$9.1M	164,166	+2,504	add
85	MERCER GLOBAL ADVISORS INC /ADV	$8.6M	155,860	−5,023	trim
86	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$8.6M	155,589	+155,589	new
87	CWM, LLC	$8.5M	154,094	−1,572	trim
88	MACKENZIE FINANCIAL CORP	$7.9M	143,571	−28,031	trim
89	Pinnacle Financial Partners, Inc.	$7.8M	140,630	−1,327	trim
90	Rockefeller Capital Management L.P.	$7.1M	128,795	+12,547	add
91	ARS Wealth Advisors Group, LLC	$7.0M	127,516	+127,516	new
92	HENNESSY ADVISORS INC	$6.9M	124,760	−27,900	trim
93	HighTower Advisors, LLC	$6.8M	124,002	+1,275	add
94	Integrated Quantitative Investments LLC	$6.8M	123,914	+44,884	add
95	Arjuna Capital	$6.8M	123,202	+4,496	add
96	SPHERA FUNDS MANAGEMENT LTD.	$6.7M	122,000	0	no change
97	NIA IMPACT ADVISORS, LLC	$6.7M	121,637	−4,970	trim
98	Brooklyn Investment Group	$6.7M	121,594	+28,709	add
99	Gilman Hill Asset Management, LLC	$6.7M	121,175	−5,673	trim
100	ProVise Management Group, LLC	$6.7M	120,951	+1,101	add
101	Orion Porfolio Solutions, LLC	$6.7M	120,527	−15,398	trim
102	Walleye Trading LLC	$6.5M	118,561	+118,561	new
103	RENAISSANCE GROUP LLC	$6.4M	116,633	+116,633	new
104	TrueMark Investments, LLC	$6.4M	115,322	+14,190	add
105	OPAL CAPITAL LLC	$6.4M	115,322	+115,322	new
106	CREDIT AGRICOLE S A	$6.3M	114,180	−14,297	trim
107	Stablepoint Partners, LLC	$6.0M	108,849	−9,644	trim
108	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.9M	107,000	−1,402	trim
109	Corient Private Wealth LLC	$5.7M	104,513	−120,918	trim
110	PFA Pension, Forsikringsaktieselskab	$5.7M	102,954	+102,954	new
111	D.A. DAVIDSON & CO.	$5.6M	101,686	+28,362	add
112	NewEdge Advisors, LLC	$5.6M	101,137	+101,137	new
113	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.6M	102,099	−26,418	trim
114	NATIONAL BANK OF CANADA /FI/	$5.5M	98,990	+31,302	add
115	Stamos Capital Partners, L.P.	$5.4M	98,255	−21,928	trim
116	Hillman Capital Management, Inc.	$5.4M	97,432	−16,904	trim
117	Focus Partners Wealth	$5.3M	96,270	+29,344	add
118	Empowered Funds, LLC	$5.2M	93,504	−8,957	trim
119	Pathstone Holdings, LLC	$5.0M	89,761	+13,783	add
120	Advisors Asset Management, Inc.	$4.9M	89,443	+18,014	add
121	Vanguard Personalized Indexing Management, LLC	$4.9M	88,908	−3,360	trim
122	Yelin Lapidot Holdings Management Ltd.	$4.9M	88,500	0	no change
123	Diversified Trust Co	$4.9M	88,022	+877	add
124	Roberts Wealth Advisors, LLC	$4.7M	85,476	−295	trim
125	Blackstone Inc.	$4.7M	85,001	+85,001	new
126	Vestmark Advisory Solutions, Inc.	$4.6M	82,462	−37,439	trim
127	FACTORY MUTUAL INSURANCE CO	$3.9M	70,151	+70,151	new
128	Ashton Thomas Private Wealth, LLC	$3.9M	70,117	+9,336	add
129	Farringdon Capital, Ltd.	$3.9M	69,914	+23,608	add
130	WealthTrust Axiom LLC	$3.8M	69,439	−157	trim
131	BAR HARBOR WEALTH MANAGEMENT	$3.7M	67,092	0	no change
132	RITHOLTZ WEALTH MANAGEMENT	$3.7M	66,727	+8,223	add
133	NewEdge Wealth, LLC	$3.7M	66,540	−13,559	trim
134	Hamilton Wealth, LLC	$3.6M	65,189	+8,584	add
135	MONECO ADVISORS, LLC	$3.6M	64,469	−757	trim
136	Amundi	$3.5M	63,429	−2,049	trim
137	Squarepoint Ops LLC	$3.5M	62,711	−14,105	trim
138	Western Wealth Management, LLC	$3.4M	1,658	+1,658	new
139	Kestra Advisory Services, LLC	$3.4M	61,375	+5,797	add
140	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$3.3M	60,200	+60,200	new
141	&PARTNERS	$3.3M	60,115	−33,190	trim
142	AIMZ Investment Advisors, LLC	$3.3M	59,334	−1,489	trim
143	Equitable Holdings, Inc.	$3.2M	65,878	−3,520	trim
144	OPPENHEIMER ASSET MANAGEMENT INC.	$3.2M	58,370	−14,802	trim
145	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.2M	57,448	+48,853	add
146	MADDEN SECURITIES Corp	$3.2M	57,180	−250	trim
147	Federation des caisses Desjardins du Quebec	$3.1M	55,997	−1,016	trim
148	PRINCIPAL SECURITIES, INC.	$3.1M	55,574	+11,284	add
149	EXENCIAL WEALTH ADVISORS, LLC	$3.0M	55,198	+3,736	add
150	Prospera Financial Services Inc	$3.0M	54,774	+4,241	add
151	Robinson Value Management, Ltd.	$3.0M	53,990	−2,178	trim
152	Lido Advisors, LLC	$3.0M	53,560	+7,889	add
153	Marks Group Wealth Management, Inc	$2.9M	53,330	+8,133	add
154	Patriot Financial Group Insurance Agency, LLC	$2.9M	52,356	+28,315	add
155	IEQ CAPITAL, LLC	$2.9M	52,017	+5,006	add
156	Private Advisor Group, LLC	$2.8M	51,606	−3,129	trim
157	Optimist Retirement Group LLC	$2.8M	51,272	−6,776	trim
158	QUADRANT CAPITAL GROUP LLC	$2.8M	50,151	+999	add
159	LAZARD ASSET MANAGEMENT LLC	$2.8M	49,946	+3,466	add
160	SCOTIA CAPITAL INC.	$2.8M	49,891	+532	add
161	Haverford Trust Co	$2.7M	49,820	−1,026	trim
162	CHRISTINE MESSMER PC	$2.7M	49,718	+2,242	add
163	Y-Intercept (Hong Kong) Ltd	$2.7M	49,164	+49,164	new
164	Atria Investments, Inc	$2.6M	47,842	−38,452	trim
165	GLENMEDE TRUST CO NA	$2.6M	47,138	−7,530	trim
166	CWA Asset Management Group, LLC	$2.6M	46,941	+5,995	add
167	SIGNATUREFD, LLC	$2.6M	46,265	+1,591	add
168	NICOLET BANKSHARES INC	$2.5M	45,512	+45,512	new
169	Laird Norton Wetherby Trust Company, LLC	$2.5M	45,333	+2,877	add
170	TWIN CITY PRIVATE WEALTH, LLC	$2.5M	44,445	+533	add
171	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.5M	44,818	+44,818	new
172	Naviter Wealth, LLC	$2.4M	43,754	+1,682	add
173	OPPENHEIMER & CO INC	$2.4M	43,081	−1,277	trim
174	Beverly Hills Private Wealth, LLC	$2.3M	42,432	+5,209	add
175	CHOREO, LLC	$2.3M	41,306	−2,411	trim
176	Harvest Portfolios Group Inc.	$2.3M	41,500	−5,700	trim
177	BONNESS ENTERPRISES INC	$2.3M	41,480	0	no change
178	Verition Fund Management LLC	$2.3M	41,337	−8,031	trim
179	M&T BANK CORP	$2.3M	40,799	−1,028	trim
180	NAPLES GLOBAL ADVISORS, LLC	$2.2M	40,184	+135	add
181	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.2M	40,423	+34,519	add
182	American Assets Investment Management, LLC	$2.2M	40,000	0	no change
183	EVOLVE PRIVATE WEALTH, LLC	$2.2M	39,314	+512	add
184	Compound Planning, Inc.	$2.2M	38,998	+1,012	add
185	Manske Wealth Management	$2.1M	38,569	−434	trim
186	Crossmark Global Holdings, Inc.	$2.1M	38,488	—	no prior
187	Brookstone Capital Management	$2.1M	38,359	+3,427	add
188	United Bank	$2.1M	38,083	+747	add
189	Vise Technologies, Inc.	$2.1M	42,671	0	no change
190	Merit Financial Group, LLC	$2.1M	37,729	+4,656	add
191	Vident Advisory, LLC	$2.0M	36,983	+9,064	add
192	TOCQUEVILLE ASSET MANAGEMENT L.P.	$2.0M	36,757	−10,112	trim
193	Csenge Advisory Group	$2.0M	35,786	−9,604	trim
194	Sequoia Financial Advisors, LLC	$2.0M	35,652	+1,847	add
195	Royal Fund Management, LLC	$2.0M	35,541	+748	add
196	denkapparat Operations GmbH	$2.0M	35,370	+30,382	add
197	VOYA INVESTMENT MANAGEMENT LLC	$1.9M	34,385	−12,650	trim
198	BROWN ADVISORY INC	$1.9M	34,155	+2,064	add
199	STEPHENS INC /AR/	$1.9M	33,836	−8,990	trim
200	TD Waterhouse Canada Inc.	$1.8M	32,957	+12,229	add
201	EVERGREEN CAPITAL MANAGEMENT LLC	$1.8M	32,856	+2,794	add
202	Abundance Wealth Counselors	$1.8M	33,131	−1,536	trim
203	Voya Financial Advisors, Inc.	$1.8M	33,702	−552	trim
204	ELEVATION POINT WEALTH PARTNERS, LLC	$1.8M	32,742	+19,966	add
205	ICON ADVISERS INC/CO	$1.8M	32,800	0	no change
206	Bleakley Financial Group, LLC	$1.8M	32,701	−3,523	trim
207	Revisor Wealth Management LLC	$1.7M	31,080	−3,186	trim
208	REGIONS FINANCIAL CORP	$1.7M	31,024	+1,438	add
209	Archford Capital Strategies, LLC	$1.7M	30,759	+30,759	new
210	Aaron Wealth Advisors LLC	$1.7M	30,267	+4,435	add
211	Parrish Capital LLC	$1.6M	29,588	—	no prior
212	DENALI ADVISORS LLC	$1.6M	29,313	+1,440	add
213	TRUSTMARK BANK TRUST DEPARTMENT	$1.6M	29,071	+21,095	add
214	SANDERS MORRIS HARRIS LLC	$1.6M	28,800	+28,800	new
215	Leo Wealth, LLC	$1.6M	28,737	−3,829	trim
216	Redhawk Wealth Advisors, Inc.	$1.6M	28,226	+28,226	new
217	MAI Capital Management	$1.5M	27,956	+499	add
218	ROCKLAND TRUST CO	$1.5M	27,939	−21	trim
219	NewSquare Capital LLC	$1.5M	27,626	+1,206	add
220	Choate Investment Advisors	$1.5M	27,594	+637	add
221	Cresset Asset Management, LLC	$1.5M	27,042	+2,210	add
222	Beacon Pointe Advisors, LLC	$1.5M	26,410	+11,839	add
223	Caprock Group, LLC	$1.5M	26,084	−127	trim
224	Qtron Investments LLC	$1.4M	24,670	+4,343	add
225	VestGen Advisors, LLC	$1.4M	26,565	+1,286	add
226	Probity Advisors, Inc.	$1.3M	24,452	−323	trim
227	HORIZON KINETICS ASSET MANAGEMENT LLC	$1.3M	24,419	−473	trim
228	Baird Financial Group, Inc.	$1.3M	23,839	+23,839	new
229	Aspen Grove Capital, LLC	$1.3M	23,354	+1,571	add
230	Nuveen, LLC	$1.3M	23,472	−1,029	trim
231	AE Wealth Management LLC	$1.3M	23,359	−8,466	trim
232	Allspring Global Investments Holdings, LLC	$1.3M	22,481	+5,876	add
233	Lafayette Investments, Inc.	$1.3M	23,060	−240	trim
234	Steward Partners Investment Advisory, LLC	$1.3M	22,819	−962	trim
235	Prosperity Consulting Group, LLC	$1.3M	22,735	+241	add
236	Sigma Planning Corp	$1.3M	22,713	−9,806	trim
237	FOUNDERS FINANCIAL SECURITIES LLC	$1.2M	21,145	+605	add
238	Clearbridge Investments, LLC	$1.2M	22,240	+4,001	add
239	Summit Trail Advisors, LLC	$1.2M	21,848	+15,750	add
240	PINNACLE ASSOCIATES LTD	$1.2M	21,564	−793	trim
241	Moors & Cabot, Inc.	$1.2M	21,472	−1,251	trim
242	LOM Asset Management Ltd	$1.2M	21,402	−28	trim
243	Mutual Advisors, LLC	$1.1M	20,651	−170	trim
244	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	$1.1M	19,248	0	no change
245	Arax Advisory Partners	$1.1M	20,518	−5,523	trim
246	FIGURE 8 INVESTMENT STRATEGIES LLC	$1.1M	20,306	+1,607	add
247	MGO ONE SEVEN LLC	$1.1M	20,199	−990	trim
248	Hills Bank & Trust Co	$1.1M	20,139	−8,561	trim
249	Ballentine Partners, LLC	$1.1M	20,090	+1,945	add
250	Smartleaf Asset Management LLC	$1.1M	20,367	+5,484	add
251	Waverly Advisors, LLC	$1.1M	19,730	−652	trim
252	Formidable Asset Management, LLC	$1.0M	21,309	−1,228	trim
253	PZENA INVESTMENT MANAGEMENT LLC	$1.0M	18,823	+5,379	add
254	Central Pacific Bank - Trust Division	$1.0M	18,810	−2,850	trim
255	BAILARD, INC.	$1.0M	18,617	+640	add
256	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$1.0M	18,531	+919	add
257	HB Wealth Management, LLC	$1.0M	18,421	+2,993	add
258	Intrua Financial, LLC	$1.0M	18,375	−2,707	trim
259	HUNTINGTON NATIONAL BANK	$988K	17,905	+17,905	new
260	Quintet Private Bank (Europe) S.A.	$977K	17,700	0	no change
261	Envestnet Portfolio Solutions, Inc.	$969K	17,550	−46,844	trim
262	Hudson Portfolio Management LLC	$951K	17,234	−1,728	trim
263	Mesirow Financial Investment Management, Inc.	$942K	17,074	+2,252	add
264	FIDUCIARY TRUST CO	$934K	16,915	−45	trim
265	VAUGHAN & Co SECURITIES, INC.	$931K	16,873	−784	trim
266	DAVENPORT & Co LLC	$926K	16,779	−74,432	trim
267	Range Financial Group LLC	$925K	16,759	−281	trim
268	TRED AVON FAMILY WEALTH, LLC	$918K	16,632	−2,275	trim
269	RFG Advisory, LLC	$917K	16,623	−10,663	trim
270	Apollon Wealth Management, LLC	$914K	16,556	−2,565	trim
271	Concurrent Investment Advisors, LLC	$911K	16,515	−1,522	trim
272	Gallacher Capital Management LLC	$893K	16,183	+414	add
273	Savant Capital, LLC	$893K	16,173	+4,256	add
274	MEYER HANDELMAN CO	$885K	16,027	−1,305	trim
275	Summit Financial, LLC	$876K	15,731	+8,166	add
276	F/m Investments LLC	$875K	15,860	−28,427	trim
277	XML Financial, LLC	$868K	15,735	−3,553	trim
278	Independent Advisor Alliance	$862K	15,618	+263	add
279	Investors Research Corp	$857K	15,528	−2,480	trim
280	PERSONAL CFO SOLUTIONS, LLC	$856K	15,430	+5,415	add
281	Total Wealth Planning & Management, Inc.	$844K	15,297	−1,084	trim
282	Frank, Rimerman Advisors LLC	$843K	15,272	−138	trim
283	BLAIR WILLIAM & CO/IL	$833K	15,093	−917	trim
284	Legacy Capital Wealth Partners, LLC	$823K	14,914	−4,872	trim
285	Clearstead Advisors, LLC	$821K	14,883	−876	trim
286	Abel Hall, LLC	$818K	14,816	−8,876	trim
287	Premier Path Wealth Partners, LLC	$816K	14,783	−8,293	trim
288	Buckley Wealth Management, LLC	$812K	14,580	+14,580	new
289	COLDSTREAM CAPITAL MANAGEMENT INC	$806K	14,576	+1,361	add
290	MONEY CONCEPTS CAPITAL CORP	$804K	14,573	+184	add
291	Wilmington Savings Fund Society, FSB	$772K	13,995	+82	add
292	Emerald Investment Advisers, LLC	$763K	13,819	—	no prior
293	WCG Wealth Advisors LLC	$761K	13,794	+690	add
294	Barry Investment Advisors, LLC	$754K	13,543	−206	trim
295	PROFUND ADVISORS LLC	$742K	13,453	−2,093	trim
296	J.W. COLE ADVISORS, INC.	$737K	13,350	−1,768	trim
297	NWAM LLC	$736K	13,331	+534	add
298	World Investment Advisors	$736K	13,331	−2,803	trim
299	Allworth Financial LP	$734K	13,296	+2,058	add
300	Drucker Wealth 3.0, LLC	$726K	13,157	−2,242	trim
301	LAZARI CAPITAL MANAGEMENT, INC.	$725K	13,144	+143	add
302	Gryphon Financial Partners LLC	$723K	13,106	+1,464	add
303	Ignite Planners, LLC	$712K	12,947	−618	trim
304	CHESAPEAKE CAPITAL CORP /IL/	$712K	12,902	0	no change
305	Stratos Wealth Partners, LTD.	$711K	12,884	−9,508	trim
306	Pine Valley Investments Ltd Liability Co	$711K	12,847	−13	trim
307	Dynasty Wealth Management, LLC	$707K	12,815	−208	trim
308	J2 Capital Management Inc	$704K	12,752	−443	trim
309	JOHNSON INVESTMENT COUNSEL INC	$703K	12,735	−1,709	trim
310	Kingsview Wealth Management, LLC	$693K	12,559	−881	trim
311	Genus Capital Management Inc.	$690K	12,510	+430	add
312	ADVISORTRUST PARTNERS, LLC	$687K	12,441	−2,358	trim
313	Boltwood Capital Management	$684K	12,388	+365	add
314	Huber Capital Management LLC	$680K	12,329	−80	trim
315	Michels Family Financial, LLC	$668K	12,111	−640	trim
316	COMMERCE BANK	$667K	12,094	+4,276	add
317	Checchi Capital Advisers, LLC	$660K	11,950	+130	add
318	Sivia Capital Partners, LLC	$658K	11,929	−5,101	trim
319	Gibbs Wealth Management	$655K	11,863	+11,863	new
320	ACADIAN ASSET MANAGEMENT LLC	$651K	11,797,085	+2,832,926	add
321	Cypress Wealth Services, LLC	$650K	11,772	−21	trim
322	EXCALIBUR MANAGEMENT CORP	$645K	11,688	−400	trim
323	FOUNDATIONS INVESTMENT ADVISORS, LLC	$644K	11,660	+1,410	add
324	GeoWealth Management, LLC	$643K	11,642	+717	add
325	PCM Encore, LLC	$634K	11,481	+699	add
326	Tripletail Wealth Management, LLC	$632K	11,142	−500	trim
327	Beacon Financial Strategies CORP	$627K	11,358	0	no change
328	KESTRA PRIVATE WEALTH SERVICES, LLC	$623K	11,280	+11,280	new
329	Jacobi Capital Management LLC	$615K	11,147	+50	add
330	CAUSEWAY CAPITAL MANAGEMENT LLC	$613K	11,110	−22,787	trim
331	Allianz Asset Management GmbH	$607K	11,000	+11,000	new
332	Perigon Wealth Management, LLC	$598K	10,836	−1,218	trim
333	Landmark Wealth Management, LLC	$593K	10,737	+10,737	new
334	AlphaCore Capital LLC	$588K	10,572	−10,646	trim
335	Dorsey & Whitney Trust CO LLC	$587K	10,638	+158	add
336	Gateway Wealth Partners, LLC	$580K	10,510	+6,415	add
337	BSW Wealth Partners	$577K	10,446	−613	trim
338	KING LUTHER CAPITAL MANAGEMENT CORP	$576K	10,443	−10,533	trim
339	Ballew Advisors, Inc	$570K	9,760	−4	trim
340	Code Waechter LLC	$569K	10,307	−1,923	trim
341	MOODY NATIONAL BANK TRUST DIVISION	$565K	10,238	−802	trim
342	SAGESPRING WEALTH PARTNERS, LLC	$553K	10,028	−1,002	trim
343	FLAGSHIP HARBOR ADVISORS, LLC	$549K	9,946	+9,946	new
344	May Hill Capital, LLC	$549K	9,944	−6,416	trim
345	PFG Investments, LLC	$548K	9,933	+471	add
346	Cornerstone Wealth Management, LLC	$538K	9,751	−258	trim
347	NLB Skladi, upravljanje premozenja, d.o.o.	$530K	9,600	−20,000	trim
348	OpenArc Corporate Advisory, LLC	$527K	9,553	+637	add
349	Cape Investment Advisory, Inc.	$526K	9,533	+1,969	add
350	CHELSEA COUNSEL CO	$521K	9,360	0	no change
351	Portside Wealth Group, LLC	$516K	9,358	+9,358	new
352	Tranquilli Financial Advisor LLC	$516K	9,343	+678	add
353	CHICAGO TRUST Co NA	$515K	9,334	+327	add
354	Ameritas Advisory Services, LLC	$514K	9,307	−337	trim
355	Kathmere Capital Management, LLC	$512K	9,280	+1,637	add
356	Gladstone Institutional Advisory LLC	$510K	9,237	+280	add
357	OLD NATIONAL BANCORP /IN/	$510K	9,234	0	no change
358	Alliance Wealth Advisors, LLC	$501K	9,073	−302	trim
359	DAYMARK WEALTH PARTNERS, LLC	$500K	9,051	+969	add
360	Frec Markets, Inc.	$499K	9,049	+1,463	add
361	JTC Employer Solutions Trustee Ltd	$499K	9,042,389	−5,385,620	trim
362	IVC Wealth Advisors LLC	$497K	8,997	+322	add
363	INTRUST BANK NA	$491K	8,905	−3,738	trim
364	Vontobel Holding Ltd.	$490K	8,885	−1,602	trim
365	NEW WAVE WEALTH ADVISORS LLC	$490K	8,799	−1,907	trim
366	FLPUTNAM INVESTMENT MANAGEMENT CO	$486K	8,801	+1,464	add
367	Alan B Lancz & Associates, Inc.	$483K	8,750	−870	trim
368	BridgePort Financial Solutions, LLC	$478K	8,655	−5	trim
369	Wealthspire Advisors, LLC	$474K	8,583	+1,236	add
370	Bond & Devick Financial Network, Inc.	$471K	8,530	0	no change
371	Ipswich Investment Management Co., Inc.	$471K	8,526	0	no change
372	ASPIRIANT, LLC	$469K	8,494	+309	add
373	MISSION WEALTH MANAGEMENT, LP	$468K	8,483	+695	add
374	Wealthstar Advisors, LLC	$468K	8,471	+8,471	new
375	EP Wealth Advisors, LLC	$466K	8,449	−1,660	trim
376	FLC Capital Advisors	$466K	8,443	−568	trim
377	Quadrature Capital Ltd	$465K	8,425	−87,904	trim
378	Americana Partners, LLC	$464K	8,406	−44	trim
379	SIGNET FINANCIAL MANAGEMENT, LLC	$462K	8,363	−201	trim
380	Herold Advisors, Inc.	$461K	8,351	+240	add
381	DIVERSIFY WEALTH MANAGEMENT, LLC	$456K	8,881	+8,881	new
382	Regal Investment Advisors LLC	$454K	8,222	+942	add
383	Empire Financial Management Company, LLC	$453K	8,212	−5,754	trim
384	Investment Research Partners LLC	$452K	8,189	−67	trim
385	AMG National Trust Bank	$452K	8,183	+1,820	add
386	SITTNER & NELSON, LLC	$444K	8,053	0	no change
387	Chicago Capital, LLC	$442K	8,015	0	no change
388	CVA Family Office, LLC	$442K	8,000	0	no change
389	CHAPIN DAVIS, INC.	$441K	7,988	−357	trim
390	B. Riley Wealth Advisors, Inc.	$440K	8,110	−5,577	trim
391	Avantax Planning Partners, Inc.	$437K	7,917	−1,620	trim
392	Cetera Trust Company, N.A	$433K	7,845	0	no change
393	Cane Capital Partners, LLC	$430K	7,790	−600	trim
394	Cravens & Co Advisors, LLC	$428K	7,751	+184	add
395	Aegis Wealth Management LLC	$426K	7,716	−139	trim
396	Pure Financial Advisors, LLC	$424K	7,680	+866	add
397	Aprio Wealth Management, LLC	$423K	7,671	+767	add
398	Glenview Trust Co	$418K	7,582	0	no change
399	VICTORY FINANCIAL GROUP, LLC	$418K	7,571	−3,046	trim
400	Bedel Financial Consulting, Inc.	$417K	7,562	0	no change
401	Composition Wealth, LLC	$417K	7,555	+302	add
402	Alvarez & Marsal Private Wealth Partners, LLC	$416K	7,465	+7,465	new
403	Signature Wealth Management Partners, LLC	$414K	7,504	0	no change
404	Sentry LLC	$412K	7,468	0	no change
405	Focus Partners Advisor Solutions, LLC	$412K	7,461	+1,173	add
406	JMN Financial LLC	$406K	7,288	—	no prior
407	HF Advisory Group, LLC	$404K	7,319	−1,327	trim
408	HSBC HOLDINGS PLC	$400K	7,301	−4,049	trim
409	Aptus Capital Advisors, LLC	$400K	7,241	−175	trim
410	Integrated Advisors Network LLC	$399K	7,227	−1,311	trim
411	Sowell Financial Services LLC	$397K	7,201	+1,199	add
412	LEVEL FOUR ADVISORY SERVICES, LLC	$396K	7,173	−1,053	trim
413	SAGE RHINO CAPITAL LLC	$395K	7,149	+246	add
414	Essex Financial Services, Inc.	$392K	7,103	+1,073	add
415	RKL Wealth Management LLC	$391K	7,083	0	no change
416	M.E. ALLISON & CO., INC.	$387K	7,017	0	no change
417	Innova Wealth Partners	$383K	6,940	−1,011	trim
418	OneAscent Financial Services LLC	$379K	6,876	+2,207	add
419	Canal Capital Management, LLC	$375K	6,800	0	no change
420	Snowden Capital Advisors LLC	$374K	6,684	−4,053	trim
421	VIAWEALTH, LLC	$372K	6,735	−1	trim
422	Proactive Wealth Strategies LLC	$369K	6,688	+6,688	new
423	ATALANTA SOSNOFF CAPITAL, LLC	$368K	6,673	−51	trim
424	Summit Financial Wealth Advisors, LLC	$364K	6,597	+50	add
425	West Family Investments, Inc.	$361K	6,546	−3,643	trim
426	CARDIFF PARK ADVISORS, LLC	$360K	6,520	+6,520	new
427	Dynamic Advisor Solutions LLC	$359K	6,499	+79	add
428	MARINO, STRAM & ASSOCIATES LLC	$357K	6,475	+78	add
429	U.S. Capital Wealth Advisors, LLC	$357K	6,461	−168,623	trim
430	INDEPENDENT FINANCIAL GROUP, LLC	$356K	6,445	—	no prior
431	Verdence Capital Advisors LLC	$356K	6,442	−23,046	trim
432	PDS Planning, Inc	$355K	6,432	+21	add
433	Aull & Monroe Investment Management Corp	$354K	6,408	0	no change
434	GREAT VALLEY ADVISOR GROUP, INC.	$347K	6,281	+1,893	add
435	Five Oceans Advisors	$346K	6,261	0	no change
436	Resonant Capital Advisors, LLC	$340K	6,131	+6,131	new
437	Legal Advantage Investments, Inc.	$339K	6,150	0	no change
438	Shulman DeMeo Asset Management LLC	$339K	6,142	+6,142	new
439	SYM FINANCIAL Corp	$336K	6,088	+48	add
440	Keystone Financial Planning, Inc.	$336K	6,084	+1,432	add
441	Seed Wealth Management, Inc.	$336K	6,080	0	no change
442	Aquatic Capital Management LLC	$335K	6,062	−351,755	trim
443	CALTON & ASSOCIATES, INC.	$334K	6,055	−4,040	trim
444	Thrive Wealth Management, LLC	$333K	6,031	−412	trim
445	Alchemi Wealth, LLC	$328K	5,943	0	no change
446	Northstar Financial Companies, Inc.	$328K	5,939	—	no prior
447	Advyzon Investment Management, LLC	$327K	5,933	−571	trim
448	FOCUSED ALPHA, LLC	$325K	5,892	+859	add
449	CIBC Bancorp USA Inc.	$323K	5,889	—	no prior
450	BLB&B Advisors, LLC	$323K	5,849	+69	add
451	CENTRAL TRUST Co	$323K	5,845	−250	trim
452	Kovack Advisors, Inc.	$322K	5,793	−17	trim
453	POTENTIA WEALTH	$316K	5,725	−673	trim
454	CFO CAPITAL MANAGEMENT LLC	$315K	5,816	0	no change
455	Kooman & Associates	$314K	5,692	−1,562	trim
456	HBK Sorce Advisory LLC	$314K	6,222	−584	trim
457	Keudell/Morrison Wealth Management	$313K	5,671	−3,973	trim
458	Grove Bank & Trust	$311K	5,644	+44	add
459	GUGGENHEIM CAPITAL LLC	$309K	5,591	−921	trim
460	Cordatus Wealth Management LLC	$305K	5,525	+5,525	new
461	ANCHYRA PARTNERS LLC	$304K	5,504	−32	trim
462	Missouri Trust & Investment Co	$304K	5,500	0	no change
463	Joel Isaacson & Co., LLC	$301K	5,458	+228	add
464	Iron Gate Global Advisors LLC	$300K	5,429	+5,429	new
465	INVESTED ADVISORS	$299K	5,411	−126	trim
466	Savvy Advisors, Inc.	$298K	5,395	−223	trim
467	Columbia Asset Management	$294K	5,333	+5	add
468	Blue Trust, Inc.	$290K	5,259	−15	trim
469	Monument Capital Management	$290K	5,257	+152	add
470	Ducere Wealth Management LLC	$288K	5,219	−227	trim
471	First Affirmative Financial Network	$288K	5,218	—	no prior
472	BENJAMIN EDWARDS INC	$288K	5,216	−13,437	trim
473	Bridgewater Advisors Inc.	$287K	5,638	+180	add
474	Powers Advisory Group, LLC	$286K	5,184	+1	add
475	Founders Financial Alliance, LLC	$286K	5,177	+5,177	new
476	Atlantic Union Bankshares Corp	$284K	5,152	−378	trim
477	ANGELES WEALTH MANAGEMENT, LLC	$283K	5,092	+5,092	new
478	WATERS PARKERSON & CO., LLC	$282K	5,104	0	no change
479	Venture Visionary Partners LLC	$277K	5,018	+5,018	new
480	Ironwood Financial, llc	$275K	4,985	0	no change
481	Transamerica Financial Advisors, LLC	$275K	4,933	+1,053	add
482	FULTON BANK, N.A.	$274K	4,958	−37,946	trim
483	Clear Creek Financial Management, LLC	$273K	4,953	+1	add
484	B&D White Capital Company, LLC	$270K	4,900	0	no change
485	HOEY INVESTMENTS, INC	$270K	4,897	−31	trim
486	HM PAYSON & CO	$268K	4,854	+480	add
487	FIRST CITIZENS BANK & TRUST CO	$267K	4,842	−363	trim
488	Blankinship & Foster, LLC	$267K	4,832	0	no change
489	Aviso Financial Inc.	$266K	4,822	+92	add
490	Van Diest Capital, LLC	$264K	4,777	+4,777	new
491	Whetstone Capital Advisors, LLC	$263K	4,760	+67	add
492	Invesco Ltd.	$259K	4,690	+4,690	new
493	Meeder Advisory Services, Inc.	$258K	4,682	−849	trim
494	KG Capital Management	$258K	4,850	−7,723	trim
495	GUYASUTA INVESTMENT ADVISORS INC	$258K	4,666	+3	add
496	GW HENSSLER & ASSOCIATES LTD	$257K	4,662	0	no change
497	EARNED WEALTH ADVISORS, LLC	$257K	4,649	+393	add
498	Pathfinder Wealth Consulting, Inc.	$256K	4,647	−65	trim
499	KAVAR CAPITAL PARTNERS GROUP, LLC	$254K	4,597	0	no change
500	Tempus Wealth Planning, LLC	$252K	4,568	0	no change

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

Congress ↔ notable managers · GSK

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 1 Bridgewater Associates $38.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · GSK PLC

Merged timeline of congressional filings and notable-manager moves on GSK
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	trim	−717,859 sh

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

21 members of Congress disclosed GSK — the congressional view ↗