Who holds HDBticker 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 ↗

HDFC BANK LIMITED · Common Stock · quarter ended 2026-03-31 · 7 members disclosed HDB ↗
442
holders13F filers reporting this class for the quarter ended 2026-03-31
$12.8B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
192
addsholders whose share count rose or who opened the position (new + add), by shares
101
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 HDB ranked by reported value
#FilerReported valueSharesΔ sharesChange
1ROYAL BANK OF CANADA$1.1B42,418,483+2,520,716add
2GQG Partners LLC$848M34,095,946−18,866,763trim
3MORGAN STANLEY$766M30,807,471+9,116,744add
4SCHRODER INVESTMENT MANAGEMENT GROUP$560M22,513,235−3,751,491trim
5PRINCIPAL FINANCIAL GROUP INC$447M17,977,844+17,871,520add
6FIL Ltd$416M16,717,438−6,595,087trim
7HARDING LOEVNER LP$370M14,857,557−10,330,130trim
8Temasek Holdings (Private) Ltd$312M12,559,656+1,686,276add
9Robeco Institutional Asset Management B.V.$312M12,523,084+130,230add
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$276M9,630,963−635,433trim
11WELLINGTON MANAGEMENT GROUP LLP$276M11,086,664−340,007trim
12LAZARD ASSET MANAGEMENT LLC$272M10,937,089−1,541,252trim
13Invesco Ltd.$268M10,771,998−1,424,150trim
14BANK OF AMERICA CORP /DE/$262M10,549,235+3,051,055add
15Man Group plc$261M10,492,381+5,942,036add
16BROWN ADVISORY INC$238M9,564,490−2,365,342trim
17FRANKLIN RESOURCES INC$220M8,827,002−4,468,050trim
18Boston Partners$194M7,815,820+1,295,140add
19Trinity Street Asset Management LLP$192M7,724,700+1,657,700add
20Kontiki Capital Management (HK) Ltd.$175M7,028,262−334,364trim
21M&G Plc$164M6,544,365−259,847trim
22FMR LLC$156M6,288,448−6,571,833trim
23SEI INVESTMENTS CO$151M6,078,639−393,515trim
24Connor, Clark & Lunn Investment Management Ltd.$150M6,048,718+2,212,174add
25ALTRINSIC GLOBAL ADVISORS LLC$149M5,979,695+887,106add
26DODGE & COX$142M5,688,300+186,500add
27BlackRock, Inc.$121M4,873,195−1,591,295trim
28MILLENNIUM MANAGEMENT LLC$120M4,833,103+4,818,089add
29Russell Investments Group, Ltd.$117M4,711,676−339,758trim
30Clearbridge Investments, LLC$109M4,395,652−945,686trim
31TWO SIGMA INVESTMENTS, LP$103M4,150,539+3,616,547add
32VOLORIDGE INVESTMENT MANAGEMENT, LLC$95.7M3,846,825+3,846,825new
33PineStone Asset Management Inc.$94.1M3,782,384−4,533,342trim
34CITADEL ADVISORS LLC$90.7M3,646,088+2,388,091add
35Artisan Partners Limited Partnership$89.8M3,610,885−71,162trim
361832 Asset Management L.P.$89.0M3,576,736−2,153,691trim
37HSBC HOLDINGS PLC$83.1Munclassified
38JANE STREET GROUP, LLC$82.4M3,313,424+3,275,404add
39JUPITER ASSET MANAGEMENT LTD$81.1M3,403,134+3,189,247add
40OMERS ADMINISTRATION Corp$78.8M3,167,310+1,693,274add
41STATE STREET CORP$78.6M3,160,640+43,125add
42BANK OF MONTREAL /CAN/$74.6M2,997,676+2,858,171add
43DIMENSIONAL FUND ADVISORS LP$72.1M2,898,342−91trim
44Fiera Capital Corp$71.8M2,884,136−5,630,829trim
45UBS Group AG$70.7M2,842,114−957,515trim
46CIBC Bancorp USA Inc.$68.2M2,739,673no prior
47Nuveen, LLC$68.0M2,732,716+163,238add
48Mawer Investment Management Ltd.$66.8M2,684,930−502,365trim
49ROYAL LONDON ASSET MANAGEMENT LTD$66.2M2,661,240−2,048,526trim
50State of New Jersey Common Pension Fund D$64.0M2,572,504+188,091add
51EARNEST PARTNERS LLC$63.8M2,563,181−58,374trim
52D. E. Shaw & Co., Inc.$60.3M2,425,460+2,417,298add
53Allspring Global Investments Holdings, LLC$55.0M2,207,955+3,585add
54Qube Research & Technologies Ltd$52.2M2,099,343+2,099,343new
55HUDSON EDGE INVESTMENT PARTNERS INC.$50.6M2,033,200+538,200add
56Ovata Capital Management Ltd$47.3M1,986,361+1,709,029add
57NINE MASTS CAPITAL Ltd$47.3M1,900,809+1,900,809new
58Orbis Allan Gray Ltd$44.5M1,787,896+1,087,063add
59Point72 Asset Management, L.P.$43.4M1,745,521+1,621,937add
60Holocene Advisors, LP$39.5M1,587,186+881,219add
61Perpetual Ltd$38.7M1,555,206−674,549trim
62ENVESTNET ASSET MANAGEMENT INC$38.1M1,533,180+79,235add
63Aberdeen Group plc$37.9M1,521,327+4,178add
64PZENA INVESTMENT MANAGEMENT LLC$37.8M1,519,501+681,053add
65ABN AMRO INVESTMENT SOLUTIONS$37.3M1,498,938+595,912add
66NORTHERN TRUST CORP$36.9M1,483,263−210,717trim
67STEADFAST CAPITAL MANAGEMENT LP$35.7M1,434,435−1,407,865trim
68L1 Capital Pty Ltd$31.6M1,268,890+765,409add
69Seafarer Capital Partners, LLC$30.8M1,148,000+516,000add
70Capital Research Global Investors$29.7M1,192,888−3,434,499trim
71Legal & General Group Plc$28.7M1,152,913+55,497add
72MEITAV INVESTMENT HOUSE LTD$28.6M1,150,0000no change
73Westwood Global Investments, LLC$28.4M1,142,454+354,513add
74TUDOR INVESTMENT CORP ET AL$27.0M1,085,653+1,085,653new
75Aquatic Capital Management LLC$26.9M1,080,312+1,080,312new
76Valiant Capital Management, L.P.$25.5M1,026,232−95,800trim
77NS Partners Ltd$24.1M968,471+19,493add
78MACKENZIE FINANCIAL CORP$23.3M936,624−1,018,011trim
79Squarepoint Ops LLC$22.6M909,576+894,265add
80SANDS CAPITAL MANAGEMENT, LLC$22.6M907,652−5,209,710trim
81RAYMOND JAMES FINANCIAL INC$21.6M866,254−60,222trim
82SUSQUEHANNA INTERNATIONAL GROUP, LLP$20.9M839,124+763,588add
83DEUTSCHE BANK AG\$20.3M816,943−216,746trim
84Elliott Investment Management L.P.$19.8M797,085+580,329add
85BSN Capital Partners Ltd$19.4M541,500no prior
86DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$18.6M748,746+485,126add
87KLP KAPITALFORVALTNING AS$16.7M672,700+108,300add
88VANGUARD PORTFOLIO MANAGEMENT LLC$16.3M657,139no prior
89BARINGS LLC$15.3M616,036−66,777trim
90Ashoka WhiteOak Capital Pte Ltd$15.2M622,880−128,000trim
91STATE OF MICHIGAN RETIREMENT SYSTEM$14.8M595,2000no change
92PRUDENTIAL PLC$14.8M613,882+255,250add
93Two Creeks Capital Management, LP$14.2M571,154−172,177trim
94XTX Topco Ltd$14.1M566,634+536,996add
95NORDEA INVESTMENT MANAGEMENT AB$14.0M580,930+4,921add
96LMR Partners LLP$13.8M556,504+556,504new
97Coronation Fund Managers Ltd.$13.8M554,295+70,681add
98COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$13.8M552,724−23,911trim
99NICOLA WEALTH MANAGEMENT LTD.$13.4M538,000+135,000add
100ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$13.1M528,422+528,422new
101B. Metzler seel. Sohn & Co. AG$13.1M526,948−106,989trim
102HighTower Advisors, LLC$12.9M519,646+101,010add
103Vise Technologies, Inc.$12.8M350,2650no change
104OLD MISSION CAPITAL LLC$12.6M507,234+456,252add
105Breakout Capital Partners, LP$12.3M492,385−986trim
106COMGEST GLOBAL INVESTORS S.A.S.$12.2M488,345−13,669trim
107Assenagon Asset Management S.A.$11.8M472,457+472,457new
108CABOT WEALTH MANAGEMENT INC$11.6M466,988−104,010trim
109JACOBSON & SCHMITT ADVISORS, LLC$10.6M425,724+26,453add
110AQR CAPITAL MANAGEMENT LLC$9.9M405,730+149,719add
111CAUSEWAY CAPITAL MANAGEMENT LLC$9.9M399,171−23,108trim
112Janus Henderson Group Ltd.$9.9M397,127−1,050,980trim
113WELLS FARGO & COMPANY/MN$9.6M385,882−146,712trim
114NOMURA ASSET MANAGEMENT CO LTD$9.6M384,103−1,179trim
115LETKO, BROSSEAU & ASSOCIATES INC$8.9M356,210+179,175add
116Allianz Asset Management GmbH$8.8M354,351−599,904trim
117Mirae Asset Global Investments Co., Ltd.$8.8M352,200−787,100trim
118Engineers Gate Manager LP$8.4M339,214+339,214new
119Zurich Insurance Group Ltd/FI$8.3M334,528−41,011trim
120TOKIO MARINE ASSET MANAGEMENT CO LTD$8.3M334,500−188,800trim
121Schonfeld Strategic Advisors LLC$8.1M326,615+308,516add
122CITIGROUP INC$8.1M323,959−138,952trim
123AMERICAN CENTURY COMPANIES INC$7.7M309,405−1,991,422trim
124Vontobel Holding Ltd.$7.6M305,845−70,659trim
125Value Partners Investments Inc.$7.3M294,0840no change
126UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.3M292,415+231,371add
127DONALDSON CAPITAL MANAGEMENT, LLC$7.3M292,276+61,009add
128HELIOS CAPITAL MANAGEMENT PTE. LTD$7.2M287,400−50,000trim
129MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$7.1M286,651−57,265trim
130Y-Intercept (Hong Kong) Ltd$7.0M280,763+247,359add
131Quadrature Capital Ltd$6.8M272,770+147,944add
132TRILLIUM ASSET MANAGEMENT, LLC$6.3M254,742+73,005add
133Quantinno Capital Management LP$6.2M250,416−63,860trim
134Soapstone Management L.P.$6.2M250,000+250,000new
135Walleye Capital LLC$6.2M249,508+183,335add
136DEPRINCE RACE & ZOLLO INC$5.9M237,344−92,223trim
137E. Ohman J:or Asset Management AB$5.8M232,300+16,000add
138Leonteq Securities AG$5.4M216,879+175,128add
139Amundi$5.3M212,792−149,728trim
140XY Capital Ltd$5.3M212,760+212,760new
141O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.1M205,345−60,116trim
142ALLIANCEBERNSTEIN L.P.$5.0M137,412−53,331trim
143LGT Group Foundation$5.0M200,914−5,471trim
144GCM Grosvenor Holdings, LLC$5.0M199,379−73,481trim
145BANQUE PICTET & CIE SA$4.9M198,083−30,827trim
146Aperture Investors, LLC$4.7M188,7600no change
147Bank Julius Baer & Co. Ltd, Zurich$4.7M191,519+31,261add
148Orion Porfolio Solutions, LLC$4.6M185,540−39,112trim
149DISCOVERY CAPITAL MANAGEMENT, LLC / CT$4.6M183,000−572,600trim
150Vanguard Personalized Indexing Management, LLC$4.5M181,813−5,251trim
151Vident Advisory, LLC$4.4M176,407+13,698add
152OPPENHEIMER ASSET MANAGEMENT INC.$4.4M175,824−255,174trim
153US BANCORP \DE\$4.3M173,574−27,409trim
154KESTRA PRIVATE WEALTH SERVICES, LLC$4.2M169,711+169,711new
155STIFEL FINANCIAL CORP$4.1M166,153−4,022trim
156Verition Fund Management LLC$4.1M164,490+164,490new
157Generali Investments CEE, investicni spolecnost, a.s.$4.0M161,049−16,369trim
158BNP Paribas Asset Management Holding S.A.$4.0M160,082−134,586trim
159Callan Family Office, LLC$4.0M159,412−17,521trim
160Vestmark Advisory Solutions, Inc.$3.9M154,842−40,651trim
161Capital World Investors$3.8M159,243−4,089,659trim
162AXIOM INVESTORS LLC /DE$3.8M153,700−61,000trim
163FORA Capital, LLC$3.7M148,656+148,656new
164FIRST TRUST ADVISORS LP$3.5M139,728+45,629add
165Stamos Capital Partners, L.P.$3.4M134,716+65,446add
166Pathstone Holdings, LLC$3.3M133,978−25,963trim
167Cetera Investment Advisers$3.3M133,659−6,588trim
168Castlefield Investment Partners LLP$3.3M132,279+131,940add
169NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.3M131,557+131,557new
170DRW Securities, LLC$3.2M129,356+129,356new
171RENAISSANCE TECHNOLOGIES LLC$3.2M129,300+129,300new
172Oaktree Fund Advisors, LLC$3.1M126,519−2,344trim
173MARIETTA INVESTMENT PARTNERS LLC$3.1M125,742−54,360trim
174Crossmark Global Holdings, Inc.$3.0M122,217no prior
175Mariner, LLC$3.0M121,785−26,688trim
176BRANDES INVESTMENT PARTNERS, LP$3.0M119,206+28,809add
177PRUDENTIAL FINANCIAL INC$2.9M90,370+6,754add
178Graham Capital Management, L.P.$2.8M114,456+106,479add
179OAKTREE CAPITAL MANAGEMENT LP$2.8M114,261−16,180trim
180Bank Pictet & Cie (Europe) AG$2.8M113,752+14,145add
181LPL Financial LLC$2.8M112,734−12,906trim
182Northwest & Ethical Investments L.P.$2.8M112,726+13,124add
183PROFUND ADVISORS LLC$2.8M112,262+488add
184CHANNEL WEALTH LLC$2.8M111,910+111,910new
185UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.8M110,536+110,536new
186LONGFELLOW INVESTMENT MANAGEMENT CO LLC$2.7M110,328+39,968add
187EFG International AG$2.7M110,155+1,036add
188Cerity Partners LLC$2.7M109,249−8,634trim
189S-Bank Fund Management Ltd$2.7M107,8500no change
190DAVENPORT & Co LLC$2.6M106,388+460add
191Greenfield Seitz Capital Management, LLC$2.6M106,092−1,465trim
192Laird Norton Wetherby Trust Company, LLC$2.6M105,451−13,950trim
193PEAK6 LLC$2.6M102,509−35,887trim
194ALPS ADVISORS INC$2.5M102,0000no change
195SCHWARTZ INVESTMENT COUNSEL INC$2.5M100,100+100,100new
196FIFTH THIRD BANCORP$2.4M96,249−14,215trim
197GUGGENHEIM CAPITAL LLC$2.4M94,867+3,174add
198GILDER GAGNON HOWE & CO LLC$2.3M93,206−380,268trim
199M&T BANK CORP$2.3M92,967−22,159trim
200NLB Skladi, upravljanje premozenja, d.o.o.$2.2M90,396+5,331add
201EAGLE GLOBAL ADVISORS LLC$2.2M90,287−39,510trim
202BALYASNY ASSET MANAGEMENT L.P.$2.1M84,531−55,544trim
203WINTON GROUP Ltd$2.1M84,100+33,400add
204Rockefeller Capital Management L.P.$2.1M82,882+38,765add
205Havemeyer Place LP$2.0M80,483+80,483new
206GROUP ONE TRADING LLC$2.0M79,942+61,901add
207Legacy Wealth Asset Management, LLC$2.0M79,571+18,044add
208Centiva Capital, LP$1.9M77,478+77,478new
209LBP AM SA$1.9M77,000+17,000add
210Lansforsakringar Fondforvaltning AB (publ)$1.9M74,889+6,985add
211NAPLES GLOBAL ADVISORS, LLC$1.8M72,478+11,630add
212Diversified Trust Co$1.8M71,709+144add
213Naviter Wealth, LLC$1.8M70,968+1,784add
214MML INVESTORS SERVICES, LLC$1.8M70,831−24,198trim
215FACTORY MUTUAL INSURANCE CO$1.7M69,919−86,409trim
216Sequoia Financial Advisors, LLC$1.7M68,946−5,252trim
217Atria Investments, Inc$1.7M68,703−634trim
218Creative Planning$1.7M68,009−55,498trim
219TRUIST FINANCIAL CORP$1.7M67,028+5,331add
220Raiffeisen Bank International AG$1.7M68,777−48,809trim
221Blue Trust, Inc.$1.6M64,227−13,376trim
222Sanctuary Advisors, LLC$1.6M63,631+3,870add
223BAMCO INC /NY/$1.6M63,292−48,579trim
224CIBC Asset Management Inc$1.5M60,072−627,099trim
225Headlands Technologies LLC$1.5M59,843+59,843new
226IEQ CAPITAL, LLC$1.5M59,751−23,947trim
227TWO SIGMA SECURITIES, LLC$1.4M57,066+57,066new
228SummitTX Capital, L.P.$1.4M56,972+56,972new
229Advisors Asset Management, Inc.$1.4M56,519−16,215trim
230DELTEC ASSET MANAGEMENT LLC$1.4M56,300+9,100add
231FACTORIAL MANAGEMENT Ltd$1.4M56,2600no change
232Banque Cantonale Vaudoise$1.4M56,000−292trim
233London & Capital Asset Management Ltd$1.3M53,5040no change
234SCOTIA CAPITAL INC.$1.3M53,468−234,716trim
235EXENCIAL WEALTH ADVISORS, LLC$1.3M52,290+3,735add
236IMC-Chicago, LLC$1.3M51,548+51,548new
237Sarasin & Partners LLP$1.3M50,7320no change
238Corient Private Wealth LLC$1.3M52,122−76,136trim
239FIGURE 8 INVESTMENT STRATEGIES LLC$1.2M47,480−1,030trim
240Jain Global LLC$1.2M46,250+46,250new
241VIRTUS ADVISERS, LLC$1.1M46,168−46,930trim
242PCM Encore, LLC$1.1M45,190−4,751trim
243CHOREO, LLC$1.1M45,091−4,006trim
244Caprock Group, LLC$1.0M42,130−10,168trim
245DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$1.0M41,618+41,618new
246Skerryvore Asset Management Ltd$1.0M39,727+327add
247Calamos Advisors LLC$1.0M40,434−110trim
248NewEdge Wealth, LLC$996K40,028−13,369trim
249GUARDCAP ASSET MANAGEMENT Ltd$965K38,800−88,100trim
250BOOTHBAY FUND MANAGEMENT, LLC$952K38,257+38,257new
251Barden Capital Management, Inc.$932K37,441+37,441new
252Aaron Wealth Advisors LLC$924K37,132+7,102add
253CAPSTONE INVESTMENT ADVISORS, LLC$917K36,850+26,966add
254OSAIC HOLDINGS, INC.$895K35,984+5,445add
255PDS Planning, Inc$876K35,192−2,801trim
256Polymer Capital Management (HK) LTD$842K33,843+33,843new
257TD ASSET MANAGEMENT INC$826K33,195+6,329add
258Burkett Asset Management Ltd$790K31,755+3,675add
259AXQ CAPITAL, LP$784K31,503+31,503new
260REGIONS FINANCIAL CORP$773K31,058−1,275trim
261OneAscent Investment Solutions LLC$753K30,254+2,223add
262QRG CAPITAL MANAGEMENT, INC.$750K30,159−13,627trim
263RITHOLTZ WEALTH MANAGEMENT$720K28,946−6,175trim
264State of Wyoming$711K28,562−1,090trim
265Parallax Volatility Advisers, L.P.$702K26,532+26,532new
266One Wealth Advisors, LLC$678K27,244−51trim
267Grandeur Peak Global Advisors, LLC$674K27,1080no change
268Rehmann Capital Advisory Group$667K26,797−1,433trim
269HighVista Strategies LLC$650K26,127+4,000add
270NATIONAL BANK OF CANADA /FI/$642K25,819−45,252trim
271AIGEN INVESTMENT MANAGEMENT, LP$626K25,169+15,899add
272SHELTON CAPITAL MANAGEMENT$622K24,9900no change
273FEDERATED HERMES, INC.$614K24,659−19,505trim
274NewEdge Advisors, LLC$603K24,253−43,182trim
275MERCER GLOBAL ADVISORS INC /ADV$603K24,250−4,026trim
276ABN AMRO Bank N.V.$600K24,0000no change
277InTrack Investment Management Inc$596K23,961+485add
278POLEN CAPITAL MANAGEMENT LLC$595K23,926−343,081trim
279Ballentine Partners, LLC$587K23,597−8,690trim
280Financial Perspectives, Inc$575K23,1190no change
281FIDUCIARY TRUST CO$554K22,276+22,276new
282OneDigital Investment Advisors LLC$548K22,025−406trim
283Vanguard Global Advisers, LLC$529K21,265no prior
284SUMMITRY LLC$527K21,195+842add
285SIGNATUREFD, LLC$524K21,054−23,598trim
286Sustainable Insight Capital Management, LLC$512K20,598+6,500add
287BLAIR WILLIAM & CO/IL$511K20,556+1,059add
288Genus Capital Management Inc.$510K20,5040no change
289CREDIT AGRICOLE S A$509K20,474+500add
290Sather Financial Group Inc$505K20,282−472trim
291Arta Finance Wealth Management LLC$499K20,069+2,842add
292Migdal Insurance & Financial Holdings Ltd.$496K19,948+19,948new
293Caitong International Asset Management Co., Ltd$494K19,875+9,460add
294WEALTH ALLIANCE, LLC$468K18,824−5,072trim
295Cresset Asset Management, LLC$466K18,725−6,288trim
296SAPIENT CAPITAL LLC$464K18,630−2,250trim
297Foster Victor Wealth Advisors, LLC$454K16,932+4,604add
298Focus Partners Wealth$453K18,209−401trim
299ELEVATION POINT WEALTH PARTNERS, LLC$450K18,101−8,712trim
300LEVEL FOUR ADVISORY SERVICES, LLC$445K17,866+2,015add
301COMMONWEALTH EQUITY SERVICES, LLC$435K17,469−1,437trim
302BANK OF NOVA SCOTIA$428K17,198−12,113trim
303Pictet North America Advisors SA$421K16,9280no change
304Frec Markets, Inc.$408K16,394+947add
305Henshaw Capital LLC$405K16,269no prior
306Templeton & Phillips Capital Management, LLC$404K16,246−163,394trim
307Pinnacle Financial Partners, Inc.$404K16,221−28,138trim
308Compound Planning, Inc.$392K15,745−45,344trim
309J. Safra Sarasin Holding AG$386K15,511+4,764add
310First Affirmative Financial Network$377K15,134no prior
311THORNBURG INVESTMENT MANAGEMENT INC$376K15,106−427trim
312ARIEL INVESTMENTS, LLC$350K14,072+921add
313Ratan Capital Management LP$323K13,0000no change
314Private Advisor Group, LLC$323K12,988−1,961trim
315West Family Investments, Inc.$322K12,924−36,215trim
316XPONANCE LLC$320K12,878+4,427add
317HB Wealth Management, LLC$320K12,877−3,470trim
318Marks Group Wealth Management, Inc$319K12,806+8add
319COLDSTREAM CAPITAL MANAGEMENT INC$318K12,788−10,139trim
320&PARTNERS$316K12,901−3,037trim
321WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$310K12,484−10,074trim
322Bayesian Capital Management, LP$308K12,373+12,373new
323Sivia Capital Partners, LLC$300K12,057−1,435trim
324Platform Technology Partners$300K12,049+206add
325Sumitomo Mitsui DS Asset Management Company, Ltd$294K11,8000no change
326Fideuram Asset Management (Ireland) dac$282K9,745−1,763trim
327Murphy & Mullick Capital Management Corp$279K11,200+11,200new
328R Squared Ltd$273K10,954+10,954new
329Kestra Advisory Services, LLC$271K10,878−59trim
330Union Bancaire Privee, UBP SA$268K11,116−29,536trim
331Athena Wealth Management, LLC$265K10,666no prior
332SOUTHEASTERN ASSET MANAGEMENT INC/TN/$260K10,4620no change
333Dynamic Technology Lab Private Ltd$255K10,261+10,261new
334Pictet Asset Management Holding SA$251K10,090−629,567trim
335Greenspring Advisors, LLC$249K10,004−2,154trim
336Endowment Wealth Management, Inc.$246K9,875−614trim
337COMMERCE BANK$243K9,764−1,058trim
338DIVERSIFY WEALTH MANAGEMENT, LLC$242K9,588+9,588new
339CWM, LLC$240K9,654+215add
340Dorsey & Whitney Trust CO LLC$239K9,592+2,125add
341Guinness Atkinson Asset Management Inc$234K9,4000no change
342Hardy Reed LLC$233K9,385−141trim
343Focus Partners Advisor Solutions, LLC$230K9,877−10,573trim
344Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$228K9,147+2,265add
345Institute for Wealth Management, LLC.$228K9,1460no change
346Legacy Capital Group California, Inc.$221K8,883−2,311trim
347Bridgewater Advisors Inc.$220K9,228−7,785trim
348SeaBridge Investment Advisors LLC$219K8,799−79trim
349Pitcairn Wealth Advisors LLC$209K5,725+5,725new
350DIVIDEND ASSETS CAPITAL, LLC$208K8,368−922trim
351EVENTIDE ASSET MANAGEMENT, LLC$208K8,633+8,633new
352CogentBlue Wealth Advisors, LLC$206K8,272−7,552trim
353INDEPENDENT FINANCIAL GROUP, LLC$204K8,212no prior
354Walleye Trading LLC$201K8,074−56,447trim
355Spire Wealth Management$190K7,622−44trim
356C WorldWide Group Holding A/S$182K7,332,764−172,576trim
357Zurcher Kantonalbank (Zurich Cantonalbank)$166K6,653+6,653new
358UMB Bank, n.a.$161K6,457−109trim
359Federation des caisses Desjardins du Quebec$158K6,371−219,038trim
360WESTPAC BANKING CORP$155K6,233+6,233new
361Hilltop National Bank$144K5,771+333add
362STOREBRAND ASSET MANAGEMENT AS$142K5,721no prior
363ASSETMARK, INC$140K5,611−657trim
364Steward Partners Investment Advisory, LLC$132K5,304−223trim
365QUADRANT CAPITAL GROUP LLC$131K5,252−7,304trim
366Aviso Financial Inc.$126K5,068−454trim
367Tower Research Capital LLC (TRC)$122K4,897+4,897new
368MATHER GROUP, LLC.$120K4,827−1,585trim
369NATIXIS ADVISORS, LLC$105K4,230,951−948,739trim
370Smartleaf Asset Management LLC$93.5K3,878−48trim
371Grove Bank & Trust$93.4K3,756−6trim
372Allworth Financial LP$89.7K3,605−789trim
373Eurizon Asset Management Slovakia, sprav. spol., a.s.$89.6K3,6000no change
374MAI Capital Management$81.6K3,281+1,720add
375Pinnacle Wealth Planning Services, Inc.$81.2K3,264−3,778trim
376NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$80.0K3,216−2,602trim
377Inspire Investing, LLC$60.6K2,436+109add
378Synergy Investment Management, LLC$58.1K2,336+2,336new
379Bell Investment Advisors, Inc$34.5K1,386+1,002add
380Milestone Resources Group Ltd$34.1K1,369,2480no change
381Axiom Investment Management LLC$31.9K1,282no prior
382Physician Wealth Advisors, Inc.$30.8K1,236+33add
383TD Waterhouse Canada Inc.$30.5K1,226+682add
384Graney & King, LLC$29.9K1,2000no change
385ACADIAN ASSET MANAGEMENT LLC$26.5K1,066,902+208,547add
386JFS WEALTH ADVISORS, LLC$21.0K844−1,206trim
387BOCHK Asset Management Ltd$19.9K800−1,000trim
388HRT FINANCIAL LP$19.4K779,089+779,089new
389Central Pacific Bank - Trust Division$18.9K7580no change
390Parkside Financial Bank & Trust$17.3K695−218trim
391True Wealth Design, LLC$14.5K582+72add
392Frazier Financial Advisors, LLC$14.0K562+16add
393FOSTER DYKEMA CABOT & PARTNERS, LLC$13.8K5540no change
394Larson Financial Group LLC$11.9K480−656trim
395WealthCollab, LLC$10.5K422+180add
396KBC Group NV$10.1K404,884+85,882add
397Abound Wealth Management$10.0K403−28trim
398Twin Lakes Capital Management, LLC$8.7K3500no change
399Fairman Group, LLC$8.7K3500no change
400Golden State Wealth Management, LLC$8.4K3390no change
401MidFirst Bank$8.1K326−4,020trim
402DekaBank Deutsche Girozentrale$7.4K301,4870no change
403TD Capital Management LLC$7.0K2800no change
404VAN ECK ASSOCIATES CORP$6.4K256,847−4,962trim
405SALEM INVESTMENT COUNSELORS INC$5.1K204+204new
406Center for Financial Planning, Inc.$5.0K2020no change
407Rakuten Securities, Inc.$4.9K198−449trim
408Acumen Wealth Advisors, LLC$4.8K1920no change
409Caption Management, LLC$4.4K176+176new
410Triumph Capital Management$4.3K172−74trim
411Atlantic Union Bankshares Corp$4.2K170−100trim
412Virtu Financial LLC$4.2K167,886+167,886new
413MPWM ADVISORY SOLUTIONS, LLC$3.8K1520no change
414Dogwood Wealth Management LLC$2.9K118+118new
415AMERIFLEX GROUP, INC.$2.6K104+104new
416BROWN, LISLE/CUMMINGS, INC.$2.1K85+85new
417Geneos Wealth Management Inc.$1.8K740no change
418FINANCIAL CONSULATE, INC$1.7K70+16add
419WPG Advisers, LLC$1.7K680no change
420MBM WEALTH CONSULTANTS, LLC$1.6K66+66new
421Intentional Wealth Strategies, LLC$1.6K64no prior
422NATURAL INVESTMENTS, LLC$1.4K56,043+14,806add
423JPL Wealth Management, LLC$1.4K56+56new
424SHP Wealth Management$1.2K49−114trim
425ARMSTRONG ADVISORY GROUP, INC$1.2K480no change
426Matrix Trust Co$1.2K47,980+16,490add
427Summit Global Investments$94938,152+2,829add
428Elevated Capital Advisors, LLC$896360no change
429PARK AVENUE SECURITIES LLC$84834,088−4,525trim
430Transamerica Financial Advisors, LLC$71028−502trim
431Harel Insurance Investments & Financial Services Ltd.$67527,115+11,693add
432Elequin Capital, LP$62225+25new
433iA Global Asset Management Inc.$38015,285−369trim
434GSA CAPITAL PARTNERS LLP$29211,723+11,723new
435Rachor Investment Advisory Services, LLC$27411−60trim
436Nvest Wealth Strategies, Inc.$24910+10new
437Beaird Harris Wealth Management, LLC$23190no change
438Premier Fund Managers Ltd$964,001−12,253trim
439MASECO LLP$5020no change
440Smithfield Trust Co$2860no change
441Capital Analysts, LLC$294−132trim
442Erste Asset Management GmbH$000no change
443CENTRAL TRUST Co−4exit
444VANGUARD GROUP INC−522,874exit
445GLENMEDE TRUST CO NA−11,667exit
446ALTFEST L J & CO INC−24,600exit
447MJP ASSOCIATES INC /ADV−7,218exit
448HARBOUR INVESTMENTS, INC.−278exit
449HARRIS ASSOCIATES L P−6,000exit
450Clearstead Advisors, LLC−550exit
451TOTH FINANCIAL ADVISORY CORP−2exit
452PANAGORA ASSET MANAGEMENT INC−7,440exit
453CAISSE DE DEPOT ET PLACEMENT DU QUEBEC−419,200exit
454Hardman Johnston Global Advisors LLC−4,428,563exit
455INTRUST BANK NA−6,619exit
456PEAPACK GLADSTONE FINANCIAL CORP−6,067exit
457Capital International Sarl−41,648exit
458TODD ASSET MANAGEMENT LLC−808,373exit
459CHESAPEAKE CAPITAL CORP /IL/−19,782exit
460CASTLEARK MANAGEMENT LLC−41,260exit
461FLPUTNAM INVESTMENT MANAGEMENT CO−14,363exit
462CI INVESTMENTS INC.−1,474,680exit
463DSM CAPITAL PARTNERS LLC−160,785exit
464Hilltop Holdings Inc.−2,943exit
465CLOUGH CAPITAL PARTNERS L P−42,930exit
466CIBC Private Wealth Group LLC−2,671,173exit
467Bangor Savings Bank−234exit
468HBK Sorce Advisory LLC−7,139exit
469Keel Point, LLC−6,542exit
470Employees Retirement System of Texas−109,672exit
471First Trust Bank, Ltd.−190,000exit
472GAM Holding AG−70,457exit
473IMA Advisory Services, Inc.−47exit
474TWO SIGMA ADVISERS, LP−6,200exit
475Daiwa Securities Group Inc.−86,274exit
476New Vernon Capital Holdings II LLC−698,118exit
477BSW Wealth Partners−7,866exit
478Brevan Howard Capital Management LP−66,616exit
479SUMMIT SECURITIES GROUP LLC−533exit
480FOX RUN MANAGEMENT, L.L.C.−14,702exit
481EP Wealth Advisors, LLC−12,618exit
482Veritas Asset Management LLP−224,364exit
483Waverly Advisors, LLC−9,115exit
484JNBA Financial Advisors−34exit
485Alpha Cubed Investments, LLC−5,570exit
486Tuttle Capital Management, LLC−18,980exit
487Empowered Funds, LLC−45,639exit
488GeoWealth Management, LLC−8,554exit
489Avior Wealth Management, LLC−8,515exit
490Tidal Investments LLC−19,782exit
491Merit Financial Group, LLC−6,621exit
492Dakota Wealth Management−8,013exit
493CCLA Investment Management−4,286,185exit
494WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC−338,403exit
495Wealthspire Advisors, LLC−7,406exit
496Avanda Investment Management Pte. Ltd.−2,336exit
497NorthCoast Asset Management LLC−31,513exit
498PERSONAL CFO SOLUTIONS, LLC−6,403exit
499Mirabaud Asset Management Ltd−8,766exit
500Harbour Capital Advisors, LLC−14,106exit
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · HDB

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

Trimming
1 Oaktree Capital Management $2.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HDFC BANK LIMITED

Merged timeline of congressional filings and notable-manager moves on HDB
DateWhoChangeSize
2026-05-20Oaktree Capital Management 13Ftrim−16,180 sh
2026-05-15Tudor Investment Corp 13Fnew+1,085,653 sh
2026-05-15Elliott Investment Management 13Fadd+580,329 sh

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

7 members of Congress disclosed HDB — the congressional view ↗