Who holds HSICticker 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 ↗

SCHEIN HENRY INC · COM · quarter ended 2026-03-31 · 11 members disclosed HSIC ↗

383

holders13F filers reporting this class for the quarter ended 2026-03-31

$7.1B

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

362

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 HSIC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Kohlberg Kravis Roberts & Co. L.P.	$1.2B	15,652,032	+15,652,032	new
2	BlackRock, Inc.	$518M	7,022,989	+7,022,989	new
3	Artisan Partners Limited Partnership	$484M	6,573,023	+6,573,023	new
4	VANGUARD CAPITAL MANAGEMENT LLC	$473M	6,423,167	—	no prior
5	FMR LLC	$422M	5,722,149	+5,722,149	new
6	Invesco Ltd.	$360M	4,886,483	+4,886,483	new
7	STATE STREET CORP	$323M	4,378,981	+4,378,981	new
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$309M	4,194,920	—	no prior
9	AMERICAN CENTURY COMPANIES INC	$265M	3,594,359	+3,594,359	new
10	Palestra Capital Management LLC	$252M	3,412,667	+3,412,667	new
11	Southpoint Capital Advisors LP	$236M	3,200,000	+3,200,000	new
12	DIMENSIONAL FUND ADVISORS LP	$212M	2,873,004	+2,873,004	new
13	BANK OF MONTREAL /CAN/	$151M	2,043,970	+2,043,970	new
14	SCHRODER INVESTMENT MANAGEMENT GROUP	$110M	1,514,385	+1,514,385	new
15	MORGAN STANLEY	$105M	1,426,698	+1,426,698	new
16	Swedbank AB	$96.6M	1,310,822	+1,310,822	new
17	M.D. Sass, LLC	$93.8M	1,273,316	+1,273,316	new
18	BANK OF AMERICA CORP /DE/	$90.0M	1,221,585	+1,221,585	new
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$78.1M	1,059,516	+1,059,516	new
20	UBS Group AG	$77.8M	1,055,466	+1,055,466	new
21	NORTHERN TRUST CORP	$73.2M	993,487	+993,487	new
22	PZENA INVESTMENT MANAGEMENT LLC	$65.4M	887,639	+887,639	new
23	Defilade Capital Management, L.P.	$46.0M	624,037	+624,037	new
24	DME Capital Management, LP	$44.2M	599,300	+599,300	new
25	RAYMOND JAMES FINANCIAL INC	$41.4M	561,672	+561,672	new
26	VANGUARD FIDUCIARY TRUST CO	$41.4M	561,239	—	no prior
27	Point72 Asset Management, L.P.	$38.3M	520,134	+520,134	new
28	Clarkston Capital Partners, LLC	$35.7M	484,174	+484,174	new
29	DEUTSCHE BANK AG\	$30.6M	415,301	+415,301	new
30	NOMURA HOLDINGS INC	$28.9M	392,706	+392,706	new
31	LONE PEAK GLOBAL INVESTORS LLC	$27.8M	377,411	+377,411	new
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$27.3M	370,995	+370,995	new
33	PRIVATE MANAGEMENT GROUP INC	$24.4M	331,222	+331,222	new
34	P2 Capital Partners, LLC	$22.1M	299,486	+299,486	new
35	Zuckerman Investment Group, LLC	$21.3M	288,558	+288,558	new
36	Nuveen, LLC	$20.8M	282,302	+282,302	new
37	LAKEWOOD CAPITAL MANAGEMENT, LP	$19.3M	262,000	+262,000	new
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$18.2M	246,925	+246,925	new
39	SEI INVESTMENTS CO	$18.1M	245,504	+245,504	new
40	Cresset Asset Management, LLC	$17.7M	239,591	+239,591	new
41	FRANKLIN RESOURCES INC	$17.2M	233,865	+233,865	new
42	Legal & General Group Plc	$16.1M	218,530	+218,530	new
43	Swiss National Bank	$15.5M	209,700	+209,700	new
44	Vanguard Global Advisers, LLC	$15.4M	209,224	—	no prior
45	NUANCE INVESTMENTS, LLC	$14.3M	193,856	+193,856	new
46	WESTWOOD HOLDINGS GROUP INC	$13.9M	188,940	+188,940	new
47	BARCLAYS PLC	$13.4M	181,816	+181,816	new
48	Amundi	$13.0M	176,366	+176,366	new
49	HSBC HOLDINGS PLC	$12.8M	173,858	+173,858	new
50	MILLENNIUM MANAGEMENT LLC	$12.2M	165,693	+165,693	new
51	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$12.0M	163,076	+163,076	new
52	James J. Burns & Company, LLC	$11.3M	153,777	+153,777	new
53	PFM Health Sciences, LP	$11.3M	153,114	+153,114	new
54	FIRST TRUST ADVISORS LP	$10.5M	142,666	+142,666	new
55	ALLIANCEBERNSTEIN L.P.	$10.5M	138,672	+138,672	new
56	Stephens Investment Management Group LLC	$10.1M	137,664	+137,664	new
57	Petrus Trust Company, LTA	$9.9M	135,000	+135,000	new
58	STATE OF WISCONSIN INVESTMENT BOARD	$9.7M	132,151	+132,151	new
59	PRINCIPAL FINANCIAL GROUP INC	$9.1M	122,845	+122,845	new
60	HEARTLAND ADVISORS INC	$8.8M	120,000	+120,000	new
61	BANK OF NOVA SCOTIA	$8.6M	116,808	+116,808	new
62	Clearline Capital LP	$8.6M	116,540	+116,540	new
63	Mitsubishi UFJ Asset Management Co., Ltd.	$8.5M	115,299	+115,299	new
64	HFR Wealth Management, LLC	$8.5M	115,128	+115,128	new
65	Illinois Municipal Retirement Fund	$8.3M	112,671	+112,671	new
66	ENVESTNET ASSET MANAGEMENT INC	$8.2M	111,010	+111,010	new
67	Quantinno Capital Management LP	$8.0M	108,653	+108,653	new
68	Stenger Family Office, LLC	$7.9M	24,519	+24,519	new
69	Man Group plc	$7.7M	104,596	+104,596	new
70	FIRST MANHATTAN CO. LLC.	$7.6M	103,001	+103,001	new
71	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$7.4M	100,988	+100,988	new
72	VANGUARD ASSET MANAGEMENT, Ltd	$6.9M	94,235	—	no prior
73	Tidal Investments LLC	$6.8M	93,149	+93,149	new
74	Berger Financial Group, Inc	$6.0M	80,790	+80,790	new
75	LGT Group Foundation	$5.4M	73,381	+73,381	new
76	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.4M	72,978	+72,978	new
77	CITIGROUP INC	$5.3M	72,227	+72,227	new
78	Gotham Asset Management, LLC	$5.3M	72,065	+72,065	new
79	Federation des caisses Desjardins du Quebec	$4.9M	66,084	+66,084	new
80	WELLS FARGO & COMPANY/MN	$4.7M	63,386	+63,386	new
81	Brevan Howard Capital Management LP	$4.5M	61,381	+61,381	new
82	Creative Planning	$4.5M	61,080	+61,080	new
83	Dilation Capital Management LP	$4.4M	59,841	+59,841	new
84	Taproot Management LP	$4.4M	59,441	+59,441	new
85	ROYAL BANK OF CANADA	$4.2M	56,320	+56,320	new
86	FULLER & THALER ASSET MANAGEMENT, INC.	$3.8M	52,002	+52,002	new
87	GHP Investment Advisors, Inc.	$3.8M	51,813	+51,813	new
88	Chevy Chase Trust Holdings, LLC	$3.7M	50,445	+50,445	new
89	PRUDENTIAL FINANCIAL INC	$3.7M	50,147	+50,147	new
90	Janus Henderson Group Ltd.	$3.6M	49,166	+49,166	new
91	Baker Ellis Asset Management LLC	$3.6M	48,343	+48,343	new
92	Moran Wealth Management, LLC	$3.5M	47,457	+47,457	new
93	CIBC Bancorp USA Inc.	$3.3M	44,590	—	no prior
94	ADAGE CAPITAL PARTNERS GP, L.L.C.	$3.1M	42,300	+42,300	new
95	Cinctive Capital Management LP	$3.1M	42,161	+42,161	new
96	GUARDIAN CAPITAL LP	$3.1M	41,476	+41,476	new
97	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.0M	40,897	+40,897	new
98	Swiss Life Asset Management Ltd	$3.0M	14,718	+14,718	new
99	Qube Research & Technologies Ltd	$3.0M	40,262	+40,262	new
100	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.9M	38,921	+38,921	new
101	Waverly Advisors, LLC	$2.8M	38,128	+38,128	new
102	Assenagon Asset Management S.A.	$2.8M	37,811	+37,811	new
103	NATIONAL BANK OF CANADA /FI/	$2.8M	37,383	+37,383	new
104	PALISADE CAPITAL MANAGEMENT, LP	$2.7M	37,131	+37,131	new
105	State of New Jersey Common Pension Fund D	$2.6M	35,900	+35,900	new
106	AQR CAPITAL MANAGEMENT LLC	$2.6M	34,865	+34,865	new
107	HighTower Advisors, LLC	$2.5M	34,385	+34,385	new
108	Vestmark Advisory Solutions, Inc.	$2.4M	33,207	+33,207	new
109	CITADEL ADVISORS LLC	$2.4M	33,183	+33,183	new
110	Bridgewater Associates, LP	$2.4M	32,098	+32,098	new
111	SALEM INVESTMENT COUNSELORS INC	$2.3M	30,900	+30,900	new
112	SEB Asset Management AB	$2.3M	30,887	—	no prior
113	D. E. Shaw & Co., Inc.	$2.3M	30,829	+30,829	new
114	LPL Financial LLC	$2.2M	30,152	+30,152	new
115	PRELUDE CAPITAL MANAGEMENT, LLC	$2.2M	29,792	+29,792	new
116	Arizona State Retirement System	$2.1M	29,103	+29,103	new
117	STIFEL FINANCIAL CORP	$2.1M	28,799	+28,799	new
118	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.1M	28,509	+28,509	new
119	Focus Partners Wealth	$2.1M	28,278	+28,278	new
120	CenterBook Partners LP	$2.1M	28,147	+28,147	new
121	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.0M	27,391	+27,391	new
122	Czech National Bank	$2.0M	27,253	+27,253	new
123	Vanguard Investments Australia, Ltd.	$2.0M	27,187	—	no prior
124	VOYA INVESTMENT MANAGEMENT LLC	$2.0M	26,697	+26,697	new
125	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.9M	26,188	+26,188	new
126	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.9M	26,097	+26,097	new
127	BRANDES INVESTMENT PARTNERS, LP	$1.9M	25,942	+25,942	new
128	Corient Private Wealth LLC	$1.9M	29,845	+29,845	new
129	US BANCORP \DE\	$1.9M	25,202	+25,202	new
130	DIVERSIFIED MANAGEMENT INC	$1.7M	23,361	+23,361	new
131	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.7M	23,310	+23,310	new
132	Pictet Asset Management Holding SA	$1.7M	23,263	+23,263	new
133	CIBC Asset Management Inc	$1.7M	23,232	+23,232	new
134	Pathstone Holdings, LLC	$1.7M	22,604	+22,604	new
135	PANAGORA ASSET MANAGEMENT INC	$1.6M	22,383	+22,383	new
136	Cerity Partners LLC	$1.6M	22,202	+22,202	new
137	FIFTH THIRD BANCORP	$1.6M	21,971	+21,971	new
138	MACKENZIE FINANCIAL CORP	$1.6M	21,851	+21,851	new
139	Retirement Systems of Alabama	$1.6M	21,251	+21,251	new
140	Mirae Asset Global Investments Co., Ltd.	$1.5M	20,486	+20,486	new
141	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.5M	20,479	+20,479	new
142	WINTON GROUP Ltd	$1.5M	20,323	+20,323	new
143	Walleye Trading LLC	$1.4M	18,973	+18,973	new
144	Accurate Wealth Management, LLC	$1.4M	18,263	+18,263	new
145	TD ASSET MANAGEMENT INC	$1.3M	17,242	+17,242	new
146	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.3M	17,040	+17,040	new
147	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	$1.3M	17,038	+17,038	new
148	K.J. Harrison & Partners Inc	$1.3M	17,000	+17,000	new
149	Kerrisdale Advisers, LLC	$1.2M	16,026	+16,026	new
150	ProShare Advisors LLC	$1.2M	16,007	+16,007	new
151	HB Wealth Management, LLC	$1.1M	15,129	+15,129	new
152	Wealthspire Advisors, LLC	$1.1M	14,827	+14,827	new
153	Magnetar Financial LLC	$1.1M	14,958	+14,958	new
154	Summit Trail Advisors, LLC	$1.1M	14,573	+14,573	new
155	State of Wyoming	$1.1M	14,555	+14,555	new
156	Advisors Asset Management, Inc.	$1.0M	14,150	+14,150	new
157	Cardinal Capital Management	$1.0M	13,909	+13,909	new
158	KEYBANK NATIONAL ASSOCIATION/OH	$1.0M	13,874	+13,874	new
159	VICTORY CAPITAL MANAGEMENT INC	$1.0M	13,872	+13,872	new
160	NEOS Investment Management LLC	$1.0M	13,716	+13,716	new
161	Snowden Capital Advisors LLC	$1.0M	13,633	+13,633	new
162	XPONANCE LLC	$980K	13,299	+13,299	new
163	GUGGENHEIM CAPITAL LLC	$947K	12,852	+12,852	new
164	Sendero Wealth Management, LLC	$942K	12,777	+12,777	new
165	Cetera Investment Advisers	$936K	12,696	+12,696	new
166	Mariner, LLC	$923K	12,522	+12,522	new
167	Marathon Partners Equity Management, LLC	$921K	12,500	+12,500	new
168	Laird Norton Wetherby Trust Company, LLC	$886K	12,016	+12,016	new
169	XTX Topco Ltd	$867K	11,763	+11,763	new
170	Empowered Funds, LLC	$851K	11,551	+11,551	new
171	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$842K	11,423	+11,423	new
172	Radnor Capital Management, LLC	$841K	11,415	+11,415	new
173	Central Pacific Bank - Trust Division	$833K	11,300	+11,300	new
174	OPPENHEIMER ASSET MANAGEMENT INC.	$829K	11,251	+11,251	new
175	EXCHANGE TRADED CONCEPTS, LLC	$792K	10,749	+10,749	new
176	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$787K	10,674	+10,674	new
177	Wealthfront Advisers LLC	$786K	10,666	+10,666	new
178	Elo Mutual Pension Insurance Co	$742K	10,063	+10,063	new
179	First Pacific Advisors, LP	$731K	9,914	+9,914	new
180	Lido Advisors, LLC	$711K	9,651	+9,651	new
181	RITHOLTZ WEALTH MANAGEMENT	$710K	9,639	+9,639	new
182	Dakota Wealth Management	$708K	9,613	+9,613	new
183	Machina Capital S.A.S.	$687K	9,325	+9,325	new
184	BEACON INVESTMENT ADVISORY SERVICES, INC.	$664K	9,013	+9,013	new
185	NATIXIS	$639K	8,677	+8,677	new
186	Sequoia Financial Advisors, LLC	$629K	8,536	+8,536	new
187	MML INVESTORS SERVICES, LLC	$608K	8,246	+8,246	new
188	Daiwa Securities Group Inc.	$601K	8,157	+8,157	new
189	CLARK ESTATES INC/NY	$590K	8,000	+8,000	new
190	M&T BANK CORP	$587K	7,970	+7,970	new
191	Asset Management One Co., Ltd.	$579K	7,853	+7,853	new
192	Steward Partners Investment Advisory, LLC	$572K	7,766	+7,766	new
193	Rafferty Asset Management, LLC	$570K	7,733	+7,733	new
194	BLAIR WILLIAM & CO/IL	$567K	7,698	+7,698	new
195	SIMPLEX TRADING, LLC	$563K	7,643	+7,643	new
196	WELLINGTON MANAGEMENT GROUP LLP	$538K	7,303	+7,303	new
197	Lincoln Capital LLC	$538K	7,300	+7,300	new
198	LEAVELL INVESTMENT MANAGEMENT, INC.	$526K	7,131	0	no change
199	BARTLETT & CO. WEALTH MANAGEMENT LLC	$524K	7,272	0	no change
200	Aquatic Capital Management LLC	$504K	6,844	+6,844	new
201	CWM, LLC	$497K	6,749	+6,749	new
202	111 Capital	$492K	6,669	+6,669	new
203	TRUIST FINANCIAL CORP	$483K	6,556	+6,556	new
204	&PARTNERS	$483K	6,556	+6,556	new
205	Vident Advisory, LLC	$478K	6,481	+6,481	new
206	Morningstar Investment Management LLC	$476K	6,452	+6,452	new
207	Kestra Advisory Services, LLC	$469K	6,366	+6,366	new
208	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$463K	6,285	+6,285	new
209	Norinchukin Bank, The	$462K	6,263	+6,263	new
210	Ensign Peak Advisors, Inc	$460K	6,236	+6,236	new
211	COMMONWEALTH EQUITY SERVICES, LLC	$456K	6,192	+6,192	new
212	MIZUHO SECURITIES USA LLC	$446K	6,049	+6,049	new
213	Advisor OS, LLC	$439K	5,953	+5,953	new
214	Oak Thistle LLC	$432K	5,855	+5,855	new
215	COMMERCE BANK	$429K	5,815	+5,815	new
216	Laurel Wealth Advisors LLC	$419K	5,910	+5,910	new
217	Brooklyn Investment Group	$408K	5,536	+5,536	new
218	Utah Retirement Systems	$398K	5,396	+5,396	new
219	Maryland State Retirement & Pension System	$392K	5,324	+5,324	new
220	Aberdeen Group plc	$389K	5,273	+5,273	new
221	MERCER GLOBAL ADVISORS INC /ADV	$386K	5,237	+5,237	new
222	Sanctuary Advisors, LLC	$386K	5,231	+5,231	new
223	Perigon Wealth Management, LLC	$376K	5,105	+5,105	new
224	Savant Capital, LLC	$371K	5,030	+5,030	new
225	Allspring Global Investments Holdings, LLC	$370K	5,060	+5,060	new
226	THOMPSON INVESTMENT MANAGEMENT, INC.	$369K	5,000	0	no change
227	Rockefeller Capital Management L.P.	$366K	4,972	+4,972	new
228	RKL Wealth Management LLC	$354K	4,801	+4,801	new
229	Prairie Wealth Advisors, Inc.	$354K	0	0	new
230	Empirical Finance, LLC	$351K	4,756	+4,756	new
231	PEAK6 LLC	$347K	4,707	+4,707	new
232	CITIZENS FINANCIAL GROUP INC/RI	$347K	4,705	0	no change
233	OMERS ADMINISTRATION Corp	$342K	4,634	+4,634	new
234	LAZARD ASSET MANAGEMENT LLC	$332K	4,504	+4,504	new
235	E Fund Management Co., Ltd.	$325K	4,410	—	no prior
236	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$314K	4,265	+4,265	new
237	MQS Management LLC	$310K	4,212	+4,212	new
238	Compound Planning, Inc.	$309K	4,190	+4,190	new
239	Garde Capital, Inc.	$309K	4,189	+4,189	new
240	Riverwater Partners LLC	$308K	4,175	+4,175	new
241	Vanguard Personalized Indexing Management, LLC	$303K	4,113	+4,113	new
242	MUFG Securities EMEA plc	$302K	4,102	+4,102	new
243	MIRABELLA FINANCIAL SERVICES LLP	$296K	4,019	+4,019	new
244	MKT Advisors LLC	$291K	3,942	+3,942	new
245	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$287K	3,900	+3,900	new
246	ARQ WEALTH ADVISORS, LLC	$284K	3,850	+3,850	new
247	GATEWAY INVESTMENT ADVISERS LLC	$284K	3,848	+3,848	new
248	DUNCKER STREETT & CO INC	$281K	3,810	+3,810	new
249	Merit Financial Group, LLC	$280K	3,793	+3,793	new
250	SCOTIA CAPITAL INC.	$278K	3,777	+3,777	new
251	FIRST NATIONAL BANK OF OMAHA	$273K	3,762	+3,762	new
252	OneDigital Investment Advisors LLC	$267K	3,622	+3,622	new
253	Tempus Wealth Planning, LLC	$266K	3,614	+3,614	new
254	JANE STREET GROUP, LLC	$264K	3,584	+3,584	new
255	NOMURA ASSET MANAGEMENT CO LTD	$261K	3,544	+3,544	new
256	Sumitomo Mitsui DS Asset Management Company, Ltd	$253K	3,435	+3,435	new
257	Center for Financial Planning, Inc.	$251K	3,406	+3,406	new
258	SHUFRO ROSE & CO LLC	$251K	3,400	+3,400	new
259	Evercore Wealth Management, LLC	$251K	3,399	+3,399	new
260	MACQUARIE GROUP LTD	$243K	3,303	+3,303	new
261	Cambria Investment Management, L.P.	$239K	3,244	+3,244	new
262	denkapparat Operations GmbH	$237K	3,222	+3,222	new
263	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$236K	3,203	+3,203	new
264	PATTON FUND MANAGEMENT, INC.	$233K	3,164	+3,164	new
265	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$231K	3,138	+3,138	new
266	Engineers Gate Manager LP	$230K	3,127	+3,127	new
267	Farringdon Capital, Ltd.	$228K	3,089	+3,089	new
268	OSAIC HOLDINGS, INC.	$225K	3,051	+3,051	new
269	Great Diamond Partners, LLC	$209K	2,840	+2,840	new
270	Sargent Investment Group, LLC	$208K	2,820	+2,820	new
271	PFG Investments, LLC	$202K	2,739	+2,739	new
272	BNP Paribas Asset Management Holding S.A.	$198K	2,691	+2,691	new
273	BFSG, LLC	$196K	2,662	+2,662	new
274	QUADRANT CAPITAL GROUP LLC	$182K	2,464	+2,464	new
275	MAI Capital Management	$158K	2,149	+2,149	new
276	FEDERATED HERMES, INC.	$151K	2,052	+2,052	new
277	Physician Wealth Advisors, Inc.	$149K	2,018	+2,018	new
278	Medallion Wealth Advisors, LLC	$147K	2,000	—	no prior
279	FOSTER DYKEMA CABOT & PARTNERS, LLC	$121K	1,637	+1,637	new
280	Allworth Financial LP	$112K	1,524	+1,524	new
281	Eurizon Capital SGR S.p.A.	$102K	1,393	+1,393	new
282	Keating Financial Advisory Services, Inc.	$99.5K	1,350	+1,350	new
283	GROUP ONE TRADING LLC	$97.1K	1,317	+1,317	new
284	Resona Asset Management Co.,Ltd.	$96.4K	1,326	+1,326	new
285	MATHER GROUP, LLC.	$92.3K	1,253	+1,253	new
286	Blue Trust, Inc.	$82.0K	1,112	+1,112	new
287	Tower Research Capital LLC (TRC)	$77.1K	1,046	+1,046	new
288	JONES FINANCIAL COMPANIES LLLP	$74.7K	1,013	+1,013	new
289	JNBA Financial Advisors	$73.7K	1,000	+1,000	new
290	DekaBank Deutsche Girozentrale	$70.3K	953,792	+953,792	new
291	Caitong International Asset Management Co., Ltd	$70.2K	953	+953	new
292	Ameritas Investment Partners, Inc.	$69.3K	940	+940	new
293	Bayforest Capital Ltd	$67.4K	914	+914	new
294	Evelyn Partners Investment Management LLP	$62.6K	850	+850	new
295	THOMPSON SIEGEL & WALMSLEY LLC	$59.3K	805,284	−4,127	trim
296	GODSEY & GIBB, INC	$59.0K	800	+800	new
297	STOREBRAND ASSET MANAGEMENT AS	$55.2K	749	—	no prior
298	Aster Capital Management (DIFC) Ltd	$54.5K	796	+796	new
299	TEMA ETFS LLC	$54.3K	737	+737	new
300	Clearstead Advisors, LLC	$52.0K	706	+706	new
301	MONTAG A & ASSOCIATES INC	$51.6K	700	+700	new
302	Deseret Mutual Benefit Administrators	$48.4K	657	+657	new
303	STEPH & CO	$46.3K	628	−59	trim
304	Smartleaf Asset Management LLC	$45.1K	620	+620	new
305	Heritage Wealth Advisors	$45.0K	611	+611	new
306	Wilmington Savings Fund Society, FSB	$36.6K	496	+496	new
307	Parkside Financial Bank & Trust	$33.6K	456	+456	new
308	Bank Julius Baer & Co. Ltd, Zurich	$32.9K	447	+447	new
309	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$31.0K	420	+420	new
310	Destiny Wealth Partners, LLC	$18.4K	250	+250	new
311	Annis Gardner Whiting Capital Advisors, LLC	$17.8K	241	+241	new
312	Cromwell Holdings LLC	$15.9K	216	+216	new
313	Quarry LP	$15.3K	208	+208	new
314	Pinnacle Wealth Planning Services, Inc.	$15.1K	205	+205	new
315	CENTRAL TRUST Co	$13.3K	180	+180	new
316	Beacon Financial Strategies CORP	$12.9K	175	+175	new
317	Hamrick Investment Counsel, llc	$12.5K	170	—	no prior
318	Larson Financial Group LLC	$11.7K	159	+159	new
319	Johnson Financial Group, Inc.	$11.6K	158	+158	new
320	ASSETMARK, INC	$11.5K	156	+156	new
321	Atlantic Union Bankshares Corp	$10.7K	145	+145	new
322	CVA Family Office, LLC	$10.7K	145	+145	new
323	Manchester Capital Management LLC	$9.5K	129	+129	new
324	HRT FINANCIAL LP	$8.8K	119,077	+119,077	new
325	HM PAYSON & CO	$8.4K	114	+114	new
326	TFC Financial Management, Inc.	$7.9K	107	+107	new
327	Costello Asset Management, INC	$7.4K	100	+100	new
328	Transamerica Financial Advisors, LLC	$6.9K	94	+94	new
329	JFS WEALTH ADVISORS, LLC	$6.6K	90	+90	new
330	UMB Bank, n.a.	$6.5K	88	+88	new
331	Private Wealth Management Group, LLC	$6.0K	82	+82	new
332	Glass Jacobson Investment Advisors llc	$5.2K	71	+71	new
333	Clearstead Trust, LLC	$5.2K	70	+70	new
334	Prestige Wealth Management Group LLC	$5.1K	69	+69	new
335	Millstone Evans Group, LLC	$4.9K	67	+67	new
336	Sachetta, LLC	$4.0K	54	+54	new
337	Fairman Group, LLC	$4.0K	54	+54	new
338	Intentional Wealth Strategies, LLC	$3.5K	47	—	no prior
339	Treasurer of the State of North Carolina	$3.2K	43,499	+43,499	new
340	CANADA LIFE ASSURANCE Co	$2.3K	30,702	+30,702	new
341	ELEVATION WEALTH PARTNERS, LLC	$2.2K	30	+30	new
342	Signature Equity Partners, LLC	$2.2K	30	+30	new
343	Activest Wealth Management	$2.1K	28	+28	new
344	United Financial Planning Group LLC	$2.1K	28	+28	new
345	BROWN, LISLE/CUMMINGS, INC.	$1.9K	26	+26	new
346	DELTA ASSET MANAGEMENT LLC/TN	$1.8K	24	+24	new
347	DiNuzzo Private Wealth, Inc.	$1.8K	24	+24	new
348	Cherry Tree Wealth Management, LLC	$1.6K	22	+22	new
349	True Wealth Design, LLC	$1.5K	21	+21	new
350	THRIVENT FINANCIAL FOR LUTHERANS	$1.5K	20,881	+20,881	new
351	Marquette Asset Management, LLC	$1.4K	19	+19	new
352	SJS Investment Consulting Inc.	$1.3K	18	+18	new
353	Kilter Group LLC	$1.3K	17	+17	new
354	SUMMIT SECURITIES GROUP LLC	$1.2K	16	+16	new
355	MV CAPITAL MANAGEMENT, INC.	$1.1K	15	+15	new
356	Bell Investment Advisors, Inc	$1.1K	15	+15	new
357	Rialto Wealth Management, LLC	$1.1K	15	+15	new
358	Synergy Investment Management, LLC	$958	13	+13	new
359	Leonteq Securities AG	$884	12	+12	new
360	Grove Bank & Trust	$811	11	+11	new
361	WealthCollab, LLC	$811	11	+11	new
362	State of Alaska, Department of Revenue	$722	9,798	+9,798	new
363	Vermillion Wealth Management, Inc.	$663	9	+9	new
364	HFM Investment Advisors, LLC	$663	9	+9	new
365	Burk Holdings LLC	$663	9	+9	new
366	Vestcor Inc	$545	7,399	+7,399	new
367	Clayton Financial Group LLC	$443	6	+6	new
368	MidFirst Bank	$442	6	+6	new
369	Owl Creek Wealth Partners LLC	$369	5	—	no prior
370	Frazier Financial Advisors, LLC	$295	4	+4	new
371	NEVILLE RODIE & SHAW INC	$238	3,225	0	no change
372	ALGERT GLOBAL LLC	$224	3,040	+3,040	new
373	American Capital Advisory, LLC	$222	3	+3	new
374	Aspen Investment Management Inc	$221	3,000	+3,000	new
375	KBC Group NV	$219	2,973	+2,973	new
376	STEVENS CAPITAL MANAGEMENT LP	$207	2,810	+2,810	new
377	South Dakota Investment Council	$111	1,500	+1,500	new
378	Quaker Wealth Management, LLC	$74	1	+1	new
379	HAZLETT, BURT & WATSON, INC.	$40	537	+537	new
380	Capital Analysts, LLC	$29	400	+400	new
381	ACADIAN ASSET MANAGEMENT LLC	$19	258	+258	new
382	Capital Advisors, Ltd. LLC	$0	5	+5	new
383	Avion Wealth	$0	8	+8	new
384	SPEECE THORSON CAPITAL GROUP INC	—	—	−6,166	exit
385	Itau Unibanco Holding S.A.	—	—	−307	exit
386	ISTHMUS PARTNERS, LLC	—	—	−3,526	exit
387	Bank of New Hampshire	—	—	−100	exit

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

Congress ↔ notable managers · HSIC

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: 2 Gotham Asset Management, Bridgewater Associates $7.7M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SCHEIN HENRY INC

Merged timeline of congressional filings and notable-manager moves on HSIC
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	new	+72,065 sh
2026-05-15	Bridgewater Associates 13F	new	+32,098 sh

2 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 HSIC — the congressional view ↗