Who holds IRticker 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 ↗

INGERSOLL RAND INC · COM · quarter ended 2026-03-31 · 13 members disclosed IR ↗

710

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

$27.2B

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

323

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 IR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital World Investors	$2.5B	31,237,077	+1,822,856	add
2	Capital Research Global Investors	$2.4B	29,469,775	+9,992,974	add
3	BlackRock, Inc.	$2.3B	29,297,421	−689,042	trim
4	VANGUARD CAPITAL MANAGEMENT LLC	$2.0B	24,360,267	—	no prior
5	FMR LLC	$1.7B	20,996,014	+13,746,302	add
6	FRANKLIN RESOURCES INC	$1.4B	16,927,559	+1,285,580	add
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	16,889,508	—	no prior
8	STATE STREET CORP	$1.2B	15,429,072	−29,691	trim
9	Capital International Investors	$1.1B	13,219,152	−39,134,762	trim
10	GEODE CAPITAL MANAGEMENT, LLC	$767M	9,607,388	+141,580	add
11	MORGAN STANLEY	$645M	8,052,815	+1,486,889	add
12	Fisher Asset Management, LLC	$578M	7,209,916	+282,654	add
13	Janus Henderson Group Ltd.	$527M	6,576,720	+146,450	add
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$482M	6,011,667	+442,867	add
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$356M	4,411,618	+2,788,487	add
16	Bank of New York Mellon Corp	$319M	3,978,456	+77,366	add
17	UBS Group AG	$298M	3,723,372	+317,490	add
18	Nuveen, LLC	$294M	3,667,648	+748,951	add
19	NORTHERN TRUST CORP	$276M	3,449,848	−16,743	trim
20	DIMENSIONAL FUND ADVISORS LP	$257M	3,204,354	+34,252	add
21	Invesco Ltd.	$246M	3,066,388	+126,182	add
22	Amundi	$220M	2,751,825	−276,054	trim
23	APG Asset Management N.V.	$210M	3,026,272	−2,999	trim
24	BANK OF AMERICA CORP /DE/	$200M	2,495,248	+518,442	add
25	Swedbank AB	$197M	2,464,233	−1,414,116	trim
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$182M	2,276,396	+51,452	add
27	Legal & General Group Plc	$174M	2,167,932	−38,395	trim
28	FIL Ltd	$171M	2,138,010	−288,969	trim
29	VANGUARD FIDUCIARY TRUST CO	$163M	2,036,286	—	no prior
30	Pictet Asset Management Holding SA	$161M	2,014,215	−275,563	trim
31	AMERIPRISE FINANCIAL INC	$158M	1,967,402	+113,270	add
32	LAZARD ASSET MANAGEMENT LLC	$151M	1,882,143	−2,443	trim
33	NORDEA INVESTMENT MANAGEMENT AB	$130M	1,677,308	−542,019	trim
34	WELLINGTON MANAGEMENT GROUP LLP	$125M	1,562,483	−265,799	trim
35	Artisan Partners Limited Partnership	$122M	1,516,658	−74,481	trim
36	Allspring Global Investments Holdings, LLC	$111M	1,387,840	−165,515	trim
37	DEUTSCHE BANK AG\	$106M	1,320,094	+360,480	add
38	Turtle Creek Asset Management Inc.	$104M	1,301,517	−228,900	trim
39	Aristotle Capital Management, LLC	$94.9M	1,183,912	−61,578	trim
40	OMERS ADMINISTRATION Corp	$93.1M	1,161,456	+1,064,471	add
41	Swiss National Bank	$92.9M	1,159,480	+70,400	add
42	JUPITER ASSET MANAGEMENT LTD	$90.8M	1,193,664	+1,193,664	new
43	Ensign Peak Advisors, Inc	$85.3M	1,064,860	+16,141	add
44	LPL Financial LLC	$77.8M	970,579	+39,013	add
45	NZS Capital, LLC	$72.7M	907,881	−74,610	trim
46	Sumitomo Mitsui Trust Group, Inc.	$70.9M	884,785	−53,208	trim
47	ROYAL BANK OF CANADA	$68.6M	856,255	+344,210	add
48	Mitsubishi UFJ Asset Management Co., Ltd.	$68.1M	849,357	+58,367	add
49	CITADEL ADVISORS LLC	$65.8M	821,645	+485,594	add
50	Vanguard Global Advisers, LLC	$62.8M	783,322	—	no prior
51	WELLS FARGO & COMPANY/MN	$60.7M	758,144	+46,310	add
52	BARCLAYS PLC	$57.4M	716,377	+145,926	add
53	HSBC HOLDINGS PLC	$56.4M	705,454	−645,626	trim
54	CITIGROUP INC	$55.1M	688,036	+106,123	add
55	RHUMBLINE ADVISERS	$54.9M	685,283	−7,803	trim
56	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$54.8M	684,471	−36,994	trim
57	CAISSE DES DEPOTS ET CONSIGNATIONS	$54.7M	682,627	0	no change
58	VANGUARD ASSET MANAGEMENT, Ltd	$54.4M	679,597	—	no prior
59	PARNASSUS INVESTMENTS, LLC	$50.6M	631,185	+10,521	add
60	CAUSEWAY CAPITAL MANAGEMENT LLC	$50.2M	626,062	+29,291	add
61	TD ASSET MANAGEMENT INC	$49.6M	619,427	−48,618	trim
62	National Pension Service	$46.2M	576,794	+576,794	new
63	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$43.9M	548,045	−58,588	trim
64	RAYMOND JAMES FINANCIAL INC	$42.9M	535,299	+89,208	add
65	ALLIANCEBERNSTEIN L.P.	$42.3M	533,502	−22,985	trim
66	Capital International, Inc./CA/	$39.7M	496,055	−173,612	trim
67	Aberdeen Group plc	$36.9M	460,291	−6,245	trim
68	PRINCIPAL FINANCIAL GROUP INC	$32.1M	400,329	−916	trim
69	Eurizon Capital SGR S.p.A.	$30.8M	385,672	−327,901	trim
70	BNP Paribas Asset Management Holding S.A.	$29.8M	371,982	−72,277	trim
71	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$29.6M	369,002	+369,002	new
72	WAYCROSS PARTNERS, LLC	$29.3M	365,284	+11,294	add
73	AVIVA PLC	$27.9M	347,835	+9,847	add
74	ENVESTNET ASSET MANAGEMENT INC	$27.8M	346,362	+63,271	add
75	STOREBRAND ASSET MANAGEMENT AS	$27.6M	344,309	—	no prior
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$27.5M	343,822	0	no change
77	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$27.3M	341,317	+76,876	add
78	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$27.1M	338,464	+23,200	add
79	Universal- Beteiligungs- und Servicegesellschaft mbH	$27.1M	337,365	−31,258	trim
80	Glenview Trust Co	$27.0M	337,553	+17,740	add
81	SEI INVESTMENTS CO	$26.6M	332,466	−3,498	trim
82	Daiwa Securities Group Inc.	$25.3M	316,331	+88,561	add
83	Regents Gate Capital LLP	$24.9M	310,957	+310,957	new
84	GOODNOW INVESTMENT GROUP, LLC	$24.7M	308,411	−35,367	trim
85	Capital International Sarl	$24.2M	301,753	−155,628	trim
86	ROYAL LONDON ASSET MANAGEMENT LTD	$21.3M	265,680	−2,823	trim
87	Gotham Asset Management, LLC	$21.3M	265,511	+2,234	add
88	GDS Wealth Management	$20.1M	251,001	+12,133	add
89	DANSKE BANK A/S	$20.0M	249,168	−17,114	trim
90	VOYA INVESTMENT MANAGEMENT LLC	$19.3M	241,851	−8,434	trim
91	BANK OF MONTREAL /CAN/	$19.3M	240,340	−55,368	trim
92	MEYER HANDELMAN CO	$18.6M	231,960	−23,022	trim
93	NEW YORK STATE COMMON RETIREMENT FUND	$18.5M	231,486	−2,500	trim
94	Asset Management One Co., Ltd.	$17.0M	212,532	+3,439	add
95	STATE OF WISCONSIN INVESTMENT BOARD	$16.9M	211,060	+4,000	add
96	Zurcher Kantonalbank (Zurich Cantonalbank)	$16.3M	203,975	+203,975	new
97	Corient Private Wealth LLC	$16.3M	204,088	−212,559	trim
98	Vanguard Investments Australia, Ltd.	$15.8M	197,530	—	no prior
99	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$15.0M	186,630	−17,135	trim
100	PRUDENTIAL FINANCIAL INC	$14.4M	179,243	−4,816	trim
101	Banque Transatlantique SA	$14.2M	176,940	−3,260	trim
102	Chevy Chase Trust Holdings, LLC	$14.0M	175,342	−6,953	trim
103	Moran Wealth Management, LLC	$13.7M	171,528	−18,207	trim
104	Candriam S.C.A.	$13.7M	171,320	+15,986	add
105	Korea Investment CORP	$13.6M	169,238	−182,304	trim
106	ADAGE CAPITAL PARTNERS GP, L.L.C.	$13.5M	168,892	+134,300	add
107	Tidal Investments LLC	$13.3M	166,127	+138,431	add
108	DnB Asset Management AS	$13.2M	164,479	+9,687	add
109	CANADA PENSION PLAN INVESTMENT BOARD	$13.0M	162,624	+80,054	add
110	Mitsubishi UFJ Trust & Banking Corp	$12.6M	157,596	−2,997	trim
111	Tredje AP-fonden	$12.6M	156,969	+109,167	add
112	Varma Mutual Pension Insurance Co	$12.5M	156,517	0	no change
113	Running Oak Capital LLC	$12.4M	154,805	−28,063	trim
114	KLP KAPITALFORVALTNING AS	$12.3M	154,099	+8,500	add
115	FEDERATED HERMES, INC.	$11.5M	144,076	−185	trim
116	VICTORY CAPITAL MANAGEMENT INC	$11.1M	138,700	−3,269	trim
117	Zurich Insurance Group Ltd/FI	$11.0M	137,891	+137,891	new
118	NOMURA ASSET MANAGEMENT CO LTD	$11.0M	137,486	+6,640	add
119	WEITZ INVESTMENT MANAGEMENT, INC.	$10.7M	133,200	+133,200	new
120	State of New Jersey Common Pension Fund D	$10.5M	131,172	+41	add
121	TEMA ETFS LLC	$10.5M	130,975	+14,768	add
122	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$10.5M	130,512	+36,500	add
123	Quantinno Capital Management LP	$10.0M	124,730	+15,464	add
124	Capital Group Private Client Services, Inc.	$10.0M	124,687	−64,873	trim
125	Resona Asset Management Co.,Ltd.	$9.8M	123,307	+822	add
126	Lansforsakringar Fondforvaltning AB (publ)	$9.8M	122,363	−9,519	trim
127	PRUDENTIAL PLC	$9.4M	116,720	−68,156	trim
128	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$9.3M	115,726	−3,945	trim
129	Creative Planning	$9.1M	113,666	+13,670	add
130	TORONTO DOMINION BANK	$9.0M	112,595	−14,319	trim
131	Cerity Partners LLC	$8.6M	107,959	−1,616	trim
132	Arizona State Retirement System	$8.6M	107,361	−1,719	trim
133	CAPITAL INTERNATIONAL LTD /CA/	$8.5M	105,531	−82,094	trim
134	MILLENNIUM MANAGEMENT LLC	$8.2M	101,859	−363,868	trim
135	Czech National Bank	$7.8M	96,934	+2,126	add
136	Mirae Asset Global Investments Co., Ltd.	$7.5M	93,778	+10,602	add
137	Y-Intercept (Hong Kong) Ltd	$7.5M	93,700	+93,700	new
138	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.5M	93,023	−1,100	trim
139	CIBC Asset Management Inc	$7.4M	92,130	+1,829	add
140	NATIONAL BANK OF CANADA /FI/	$7.4M	91,824	−21,634	trim
141	Marks Group Wealth Management, Inc	$7.3M	91,663	−9,657	trim
142	Danica Pension, Livsforsikringsaktieselskab	$7.3M	90,562	+90,562	new
143	ABN AMRO INVESTMENT SOLUTIONS	$7.1M	88,514	−41,096	trim
144	BLVD Private Wealth, LLC	$7.0M	86,993	−1,240	trim
145	Swiss Life Asset Management Ltd	$7.0M	86,815	−9,635	trim
146	Man Group plc	$6.9M	86,521	+16,690	add
147	CIBC Bancorp USA Inc.	$6.9M	86,394	—	no prior
148	IFM Investors Pty Ltd	$6.8M	84,705	+28	add
149	TRUIST FINANCIAL CORP	$6.8M	84,605	−1,435	trim
150	MetLife Investment Management, LLC	$6.7M	83,845	−2,967	trim
151	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.6M	82,909	−724	trim
152	FIFTH THIRD BANCORP	$6.6M	81,961	+65,189	add
153	NISA INVESTMENT ADVISORS, LLC	$6.5M	81,476	−19,190	trim
154	STIFEL FINANCIAL CORP	$6.4M	79,273	+380	add
155	ExodusPoint Capital Management, LP	$6.3M	78,945	+4,377	add
156	AQR CAPITAL MANAGEMENT LLC	$6.3M	80,535	+19,905	add
157	Robeco Schweiz AG	$6.2M	77,900	−252,973	trim
158	SEB Asset Management AB	$6.1M	76,277	—	no prior
159	TD Waterhouse Canada Inc.	$6.1M	75,894	+3,819	add
160	Retirement Systems of Alabama	$6.1M	75,583	−905	trim
161	XPONANCE LLC	$5.9M	73,669	+8,803	add
162	Van Hulzen Asset Management, LLC	$5.7M	71,196	+71,196	new
163	Cetera Investment Advisers	$5.7M	70,799	−8,362	trim
164	Robeco Institutional Asset Management B.V.	$5.5M	69,138	−3,215	trim
165	SHELTON CAPITAL MANAGEMENT	$5.3M	66,104	−374	trim
166	Ethic Inc.	$5.2M	65,339	−473	trim
167	CARDEROCK CAPITAL MANAGEMENT INC	$5.2M	64,626	+1,768	add
168	Utah Retirement Systems	$5.2M	64,614	−1,542	trim
169	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.1M	63,586	−6,954	trim
170	Inspire Investing, LLC	$4.8M	60,374	+18,169	add
171	BANK OF NOVA SCOTIA	$4.6M	56,854	+3,782	add
172	NBT BANK, N.A.	$4.5M	56,689	+5	add
173	ASR Vermogensbeheer N.V.	$4.5M	56,656	+878	add
174	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.5M	55,548	+16,201	add
175	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.4M	54,460	−15,951	trim
176	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.3M	53,367	+841	add
177	ProShare Advisors LLC	$4.3M	53,284	−13,308	trim
178	AIA Group Ltd	$4.2M	52,794	−25,524	trim
179	Rakuten Investment Management, Inc.	$4.2M	54,779	+5,874	add
180	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.2M	52,483	+10,467	add
181	EQUITABLE TRUST CO	$4.2M	52,145	+5,283	add
182	NEOS Investment Management LLC	$4.1M	51,673	−117,440	trim
183	CIBC WORLD MARKET INC.	$4.1M	51,264	+2,304	add
184	OSAIC HOLDINGS, INC.	$4.1M	50,989	+13,311	add
185	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.1M	50,942	+415	add
186	US BANCORP \DE\	$3.9M	48,100	−40	trim
187	Vestmark Advisory Solutions, Inc.	$3.8M	47,729	+3,289	add
188	Econ Financial Services Corp	$3.8M	47,513	+47,513	new
189	Vanguard Personalized Indexing Management, LLC	$3.7M	46,702	−253	trim
190	ASSETMARK, INC	$3.6M	45,354	+2,199	add
191	MACKENZIE FINANCIAL CORP	$3.6M	44,842	+4,193	add
192	OP Asset Management Ltd	$3.5M	43,104	—	no prior
193	CREDIT AGRICOLE S A	$3.4M	42,333	+1,681	add
194	Verition Fund Management LLC	$3.4M	42,171	−48,166	trim
195	Wealth Advisory Solutions, LLC	$3.3M	41,406	+41,406	new
196	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.3M	40,772	−400	trim
197	GLENMEDE TRUST CO NA	$3.2M	40,162	+505	add
198	UniSuper Management Pty Ltd	$3.1M	39,108	−920	trim
199	Douglass Winthrop Advisors, LLC	$3.1M	39,032	0	no change
200	Symmetry Investments LP	$3.1M	38,983	+38,983	new
201	COMMERCE BANK	$3.1M	38,947	+3,816	add
202	Harvest Portfolios Group Inc.	$3.1M	38,834	+6,872	add
203	B. Metzler seel. Sohn & Co. AG	$3.1M	38,396	+3,041	add
204	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.0M	37,867	−750	trim
205	Citizens Business Bank	$3.0M	37,574	−312	trim
206	YOUSIF CAPITAL MANAGEMENT, LLC	$3.0M	37,341	−1,813	trim
207	Wealthfront Advisers LLC	$3.0M	37,099	+1,143	add
208	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.9M	35,941	−64,258	trim
209	Pathstone Holdings, LLC	$2.9M	35,846	+1,643	add
210	INSIGNEO ADVISORY SERVICES, LLC	$2.9M	35,685	−4	trim
211	Asio Capital, LLC	$2.9M	35,603	−20,885	trim
212	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.8M	35,437	−277	trim
213	Kestra Advisory Services, LLC	$2.8M	35,403	+5,747	add
214	COMMONWEALTH EQUITY SERVICES, LLC	$2.7M	33,649	−469	trim
215	Birch Hill Investment Advisors LLC	$2.7M	33,090	0	no change
216	Bank Julius Baer & Co. Ltd, Zurich	$2.5M	32,331	+5,651	add
217	M&T BANK CORP	$2.5M	31,308	−2,320	trim
218	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$2.5M	31,098	+12,446	add
219	HighTower Advisors, LLC	$2.5M	30,962	−820	trim
220	MACQUARIE GROUP LTD	$2.4M	30,165	−20,443	trim
221	Carmel Capital Partners, LLC	$2.4M	29,862	+103	add
222	Summit Trail Advisors, LLC	$2.4M	29,810	+144	add
223	Rockefeller Capital Management L.P.	$2.4M	29,807	+3,094	add
224	Susquehanna Portfolio Strategies, LLC	$2.4M	29,338	0	no change
225	Sanctuary Advisors, LLC	$2.3M	29,046	+2,713	add
226	Jain Global LLC	$2.3M	29,041	+21,834	add
227	ALLIANZ SE	$2.3M	28,545	0	no change
228	Investment Management Corp of Ontario	$2.3M	28,283	−4,359	trim
229	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.3M	28,286	+3,184	add
230	AMERICAN CENTURY COMPANIES INC	$2.3M	28,189	+13,472	add
231	Massachusetts Wealth Management	$2.2M	27,526	+56	add
232	Elo Mutual Pension Insurance Co	$2.2M	27,503	+27,503	new
233	HANCOCK WHITNEY CORP	$2.1M	26,824	+1,592	add
234	Vident Advisory, LLC	$2.1M	25,916	+12,992	add
235	FOX RUN MANAGEMENT, L.L.C.	$2.1M	26,927	−1,943	trim
236	LBP AM SA	$2.0M	25,409	+25,409	new
237	Bleakley Financial Group, LLC	$2.0M	25,396	+947	add
238	Jefferies Financial Group Inc.	$2.0M	25,300	+7,804	add
239	Bridgewater Associates, LP	$2.0M	25,184	−28,963	trim
240	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$2.0M	25,151	−175	trim
241	FIRST TRUST ADVISORS LP	$2.0M	25,073	+2,559	add
242	Baird Financial Group, Inc.	$1.9M	24,060	+24,060	new
243	Bragg Financial Advisors, Inc	$1.9M	23,997	−755	trim
244	Crossmark Global Holdings, Inc.	$1.9M	23,802	—	no prior
245	&PARTNERS	$1.9M	23,195	+1,095	add
246	Rafferty Asset Management, LLC	$1.9M	23,175	−8,855	trim
247	Northwest & Ethical Investments L.P.	$1.8M	22,967	0	no change
248	Steward Partners Investment Advisory, LLC	$1.8M	22,965	+5,870	add
249	Capital Group Investment Management Pte. Ltd.	$1.8M	22,952	−17,837	trim
250	MERCER GLOBAL ADVISORS INC /ADV	$1.8M	22,808	−359	trim
251	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.8M	22,364	−426,149	trim
252	Twin Tree Management, LP	$1.8M	22,178	+22,178	new
253	Norinchukin Bank, The	$1.8M	22,143	−159	trim
254	MML INVESTORS SERVICES, LLC	$1.7M	21,822	+1,542	add
255	Generali Asset Management SPA SGR	$1.7M	21,594	+420	add
256	MIZUHO SECURITIES USA LLC	$1.7M	21,517	−4,663	trim
257	OpenArc Corporate Advisory, LLC	$1.7M	21,227	+21,227	new
258	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.7M	20,783	−6,617	trim
259	TWO SIGMA INVESTMENTS, LP	$1.6M	20,500	0	no change
260	HARTFORD INVESTMENT MANAGEMENT CO	$1.6M	20,348	−520	trim
261	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.6M	20,279	+237	add
262	New England Research & Management, Inc.	$1.6M	20,259	+4,625	add
263	Clearbridge Investments, LLC	$1.6M	20,091	+20,091	new
264	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.6M	19,759	−3,020	trim
265	Maryland State Retirement & Pension System	$1.6M	19,615	0	no change
266	AG2R LA MONDIALE GESTION D'ACTIFS	$1.6M	19,469	−288	trim
267	Lombard Odier Asset Management (Switzerland) SA	$1.5M	18,976	+6,800	add
268	Callan Family Office, LLC	$1.5M	18,527	+1,109	add
269	Atria Investments, Inc	$1.5M	18,512	+413	add
270	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.5M	18,656	−2,524	trim
271	Laird Norton Wetherby Trust Company, LLC	$1.4M	17,536	+717	add
272	Avanza Fonder AB	$1.4M	17,304	0	no change
273	Federation des caisses Desjardins du Quebec	$1.4M	17,169	+3,791	add
274	Osmosis Investment Management UK Ltd	$1.4M	17,102	+1,212	add
275	JANE STREET GROUP, LLC	$1.4M	16,884	−112,150	trim
276	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	16,761	+2,418	add
277	CENTRAL TRUST Co	$1.3M	16,687	−176	trim
278	VCI Wealth Management LLC	$1.3M	16,439	−6,782	trim
279	Assenagon Asset Management S.A.	$1.3M	15,914	0	no change
280	Banque Cantonale Vaudoise	$1.3M	15,603	+11,023	add
281	DAVENPORT & Co LLC	$1.2M	15,444	−170	trim
282	XTX Topco Ltd	$1.2M	15,353	−4,406	trim
283	Breakwater Capital Group	$1.2M	15,231	−100	trim
284	QUADRANT CAPITAL GROUP LLC	$1.2M	15,184	−62	trim
285	Curi Capital, LLC	$1.2M	15,177	+86	add
286	Empowered Funds, LLC	$1.2M	14,709	−388	trim
287	Concurrent Investment Advisors, LLC	$1.2M	14,682	−4,523	trim
288	SIGNATUREFD, LLC	$1.2M	14,616	+630	add
289	MUFG Securities EMEA plc	$1.2M	14,592	−148	trim
290	Saudi Central Bank	$1.2M	14,584	+14,584	new
291	Orion Porfolio Solutions, LLC	$1.2M	14,541	−348	trim
292	Dai-ichi Life Insurance Company, Ltd	$1.1M	14,285	−426	trim
293	Sterling Capital Management LLC	$1.1M	14,145	−10,198	trim
294	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.1M	13,804	+13,804	new
295	Integrated Advisors Network LLC	$1.1M	13,703	+676	add
296	BLAIR WILLIAM & CO/IL	$1.1M	13,621	+481	add
297	COLDSTREAM CAPITAL MANAGEMENT INC	$1.1M	13,432	+888	add
298	Sequoia Financial Advisors, LLC	$1.1M	13,335	+2,613	add
299	Ballentine Partners, LLC	$1.1M	13,322	+1,271	add
300	Mill Capital Management, LLC	$1.0M	13,095	−1,764	trim
301	E. Ohman J:or Asset Management AB	$1.0M	13,047	0	no change
302	Empirical Finance, LLC	$1.0M	12,859	−33	trim
303	AlphaStar Capital Management, LLC	$1.0M	12,678	+12,678	new
304	Vontobel Holding Ltd.	$997K	12,444	−13,199	trim
305	NOMURA HOLDINGS INC	$978K	12,211	+6,304	add
306	SALEM INVESTMENT COUNSELORS INC	$963K	12,020	0	no change
307	Allianz Asset Management GmbH	$960K	11,986	−807	trim
308	Advisors Asset Management, Inc.	$958K	11,962	+147	add
309	HB Wealth Management, LLC	$949K	11,845	+1,804	add
310	North Dakota State Investment Board	$921K	11,491	−2,388	trim
311	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$912K	11,389	−100	trim
312	Portfolio Design Labs, LLC	$889K	11,090	−4,350	trim
313	NATIXIS	$875K	10,921	+10,921	new
314	AXA S.A.	$871K	10,876	+3,360	add
315	Rossmore Private Capital	$848K	10,578	0	no change
316	Metis Global Partners, LLC	$846K	10,555	−1,324	trim
317	KEYBANK NATIONAL ASSOCIATION/OH	$840K	10,487	+663	add
318	Ascent Group, LLC	$829K	10,345	−3,065	trim
319	Voleon Capital Management LP	$819K	10,221	+10,221	new
320	Savant Capital, LLC	$818K	10,216	+1,416	add
321	Headlands Technologies LLC	$818K	10,206	−10,745	trim
322	BALYASNY ASSET MANAGEMENT L.P.	$816K	10,185	+4,804	add
323	AMG National Trust Bank	$795K	9,920	0	no change
324	MUFG SECURITIES AMERICAS INC.	$789K	9,848	+162	add
325	Brooklyn Investment Group	$788K	9,838	+4,735	add
326	Argos Wealth Advisors, LLC	$774K	9,661	0	no change
327	SECURIAN ASSET MANAGEMENT, INC	$774K	9,655	−121	trim
328	River Wealth Advisors LLC	$764K	9,539	−298	trim
329	Clark Capital Management Group, Inc.	$761K	9,496	−496	trim
330	Squarepoint Ops LLC	$758K	9,461	−121	trim
331	CWM, LLC	$757K	9,445	−125	trim
332	REGIONS FINANCIAL CORP	$734K	9,157	−733	trim
333	INTECH INVESTMENT MANAGEMENT LLC	$729K	9,100	0	no change
334	one8zero8, LLC	$708K	8,835	0	no change
335	Independent Advisor Alliance	$701K	8,746	+145	add
336	Brevan Howard Capital Management LP	$699K	8,727	−2,959	trim
337	WINTON GROUP Ltd	$695K	8,674	+8,674	new
338	ALGEBRIS (UK) LTD	$691K	8,633	+3,976	add
339	QRG CAPITAL MANAGEMENT, INC.	$688K	8,585	−514	trim
340	EntryPoint Capital, LLC	$686K	8,559	+2,690	add
341	GROUPAMA ASSET MANAGMENT	$680K	8,488	+342	add
342	J.W. COLE ADVISORS, INC.	$675K	8,424	−189	trim
343	Apollon Wealth Management, LLC	$674K	8,410	−2,219	trim
344	Vise Technologies, Inc.	$662K	8,362	0	no change
345	LEAVELL INVESTMENT MANAGEMENT, INC.	$662K	8,265	−22	trim
346	NewEdge Advisors, LLC	$656K	8,188	+8,188	new
347	OSSIAM	$652K	8,142	−45	trim
348	D L CARLSON INVESTMENT GROUP INC	$647K	8,075	−6,983	trim
349	Keystone Wealth Services, LLC	$644K	8,042	0	no change
350	Kintegral Advisory, LLC	$627K	7,822	−347	trim
351	Pinnacle Financial Partners, Inc.	$623K	7,775	+530	add
352	MAI Capital Management	$617K	7,699	+374	add
353	FIDUCIARY TRUST CO	$613K	7,651	+24	add
354	Fifth Third Wealth Advisors LLC	$610K	7,612	−138	trim
355	Private Advisor Group, LLC	$610K	7,607	+226	add
356	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$609K	7,600	−3,176	trim
357	Beacon Pointe Advisors, LLC	$602K	7,513	+2,554	add
358	Intesa Sanpaolo Wealth Management	$586K	7,316	+4,196	add
359	Allworth Financial LP	$585K	7,306	+566	add
360	Stablepoint Partners, LLC	$568K	7,093	−76	trim
361	PRINCIPAL SECURITIES, INC.	$568K	7,092	+708	add
362	Qsemble Capital Management, LP	$564K	7,044	+7,044	new
363	Athena Wealth Management, LLC	$564K	7,043	—	no prior
364	BENJAMIN EDWARDS INC	$559K	6,978	+216	add
365	Machina Capital S.A.S.	$553K	6,900	+6,900	new
366	Wedmont Private Capital	$551K	6,505	+80	add
367	PARSONS CAPITAL MANAGEMENT INC/RI	$550K	6,864	+868	add
368	FRG Family Wealth Advisors LLC	$539K	6,727	+60	add
369	HM PAYSON & CO	$539K	6,726	−200	trim
370	Texas Yale Capital Corp.	$537K	6,698	0	no change
371	MCF Advisors LLC	$532K	6,639	—	no prior
372	CHOREO, LLC	$528K	6,593	+2,391	add
373	Lido Advisors, LLC	$525K	6,554	+1,644	add
374	KESTRA PRIVATE WEALTH SERVICES, LLC	$498K	6,219	+6,219	new
375	MASTERINVEST Kapitalanlage GmbH	$492K	6,147	−10,902	trim
376	Cooper Financial Group	$488K	6,085	+818	add
377	GC Wealth Management RIA, LLC	$487K	6,073	−480	trim
378	BankChampaign, National Association	$485K	6,056	—	no prior
379	MGO ONE SEVEN LLC	$482K	6,012	+2,474	add
380	FOUNDATIONS INVESTMENT ADVISORS, LLC	$476K	5,939	+5,939	new
381	Perigon Wealth Management, LLC	$475K	5,932	+891	add
382	TEACHER RETIREMENT SYSTEM OF TEXAS	$473K	5,901	−7,270	trim
383	Notis-McConarty Edward	$473K	5,900	−276	trim
384	Mutual Advisors, LLC	$462K	5,762	+8	add
385	JOHNSON INVESTMENT COUNSEL INC	$459K	5,727	−1,841	trim
386	Colonial River Investments, LLC	$458K	5,715	+175	add
387	111 Capital	$454K	5,669	+5,669	new
388	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$454K	5,664	+738	add
389	Siemens Fonds Invest GmbH	$453K	5,650	−15	trim
390	MISSION WEALTH MANAGEMENT, LP	$451K	5,627	−178	trim
391	Murphy, Middleton, Hinkle & Parker, Inc.	$443K	5,534	+2,532	add
392	TICINO WEALTH	$443K	4,644	+853	add
393	AUXIER ASSET MANAGEMENT LLC	$440K	5,490	0	no change
394	TWINBEECH CAPITAL LP	$433K	5,399	+5,399	new
395	CATALYST FINANCIAL PARTNERS LLC	$429K	5,360	−17	trim
396	Wilmington Savings Fund Society, FSB	$421K	5,257	0	no change
397	Merit Financial Group, LLC	$417K	5,205	−143	trim
398	BROWN ADVISORY INC	$409K	5,111	−1,553	trim
399	PATRON PARTNERS, LLC	$408K	5,093	+688	add
400	Snowden Capital Advisors LLC	$408K	5,093	+634	add
401	Stratos Wealth Partners, LTD.	$405K	5,058	0	no change
402	ROMANO BROTHERS AND COMPANY	$405K	5,054	0	no change
403	Composition Wealth, LLC	$389K	4,858	−429	trim
404	Ducere Wealth Management LLC	$388K	4,837	+46	add
405	KANAWHA CAPITAL MANAGEMENT LLC	$378K	4,721	−25	trim
406	Blueshift Asset Management, LLC	$369K	4,608	+4,608	new
407	EXCHANGE TRADED CONCEPTS, LLC	$369K	4,605	+1,826	add
408	Modern Wealth Management, LLC	$364K	4,552	+4,552	new
409	Blue Trust, Inc.	$363K	4,536	+3,506	add
410	Plato Investment Management Ltd	$362K	4,521	0	no change
411	BRADLEY FOSTER & SARGENT INC/CT	$362K	4,521	−15	trim
412	Consilium Wealth Advisory, LLC	$361K	4,502	−117	trim
413	Ethos Capital Management, Inc.	$361K	4,500	+4,500	new
414	GUYASUTA INVESTMENT ADVISORS INC	$360K	4,499	0	no change
415	Meeder Advisory Services, Inc.	$355K	4,425	−275	trim
416	SYSTEMATIC FINANCIAL MANAGEMENT LP	$353K	4,412	0	no change
417	Broderick Brian C	$351K	4,385	0	no change
418	PINNACLE ASSOCIATES LTD	$348K	4,344	−29	trim
419	Centiva Capital, LP	$346K	4,323	+4,323	new
420	Strategic Advisors LLC	$345K	4,309	0	no change
421	Frank, Rimerman Advisors LLC	$344K	4,289	0	no change
422	Widmann Financial Services, Inc.	$341K	4,253	0	no change
423	CITIZENS FINANCIAL GROUP INC/RI	$340K	4,246	+1,183	add
424	Clear Harbor Asset Management, LLC	$337K	4,200	0	no change
425	Net Worth Advisory Group	$334K	4,163	−484	trim
426	INTEGRITY ALLIANCE, LLC.	$332K	4,149	−2,057	trim
427	EVERGREEN CAPITAL MANAGEMENT LLC	$327K	4,081	+513	add
428	AZZAD ASSET MANAGEMENT INC /ADV	$325K	4,052	+119	add
429	OLD NATIONAL BANCORP /IN/	$323K	4,028	+628	add
430	Cross Staff Investments Inc	$320K	4,000	0	no change
431	PCM Encore, LLC	$319K	3,986	+92	add
432	Compound Planning, Inc.	$307K	3,833	+679	add
433	Ascentis Independent Advisors	$306K	3,821	+342	add
434	NewEdge Wealth, LLC	$301K	3,754	−2,123	trim
435	EP Wealth Advisors, LLC	$300K	3,748	+945	add
436	Souders Financial Advisors	$297K	3,712	+1,046	add
437	KMG FIDUCIARY PARTNERS, LLC	$295K	3,686	0	no change
438	SAGESPRING WEALTH PARTNERS, LLC	$295K	3,682	+328	add
439	Phoenix Financial Ltd.	$295K	3,680	+556	add
440	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$292K	3,647	+174	add
441	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$291K	3,627	0	no change
442	BECKER CAPITAL MANAGEMENT INC	$290K	3,617	−12	trim
443	CULLINAN ASSOCIATES INC	$289K	3,601	0	no change
444	Aspire Private Capital, LLC	$288K	3,594	0	no change
445	GUGGENHEIM CAPITAL LLC	$287K	3,585	−1,057	trim
446	Systematic Alpha Investments, LLC	$285K	3,562	0	no change
447	Moors & Cabot, Inc.	$285K	3,561	+310	add
448	SAPIENT CAPITAL LLC	$281K	3,506	+3,506	new
449	Resonant Capital Advisors, LLC	$280K	3,497	+426	add
450	BINGHAM PRIVATE WEALTH, LLC	$280K	3,496	+3,496	new
451	TOCQUEVILLE ASSET MANAGEMENT L.P.	$272K	3,396	−12	trim
452	AE Wealth Management LLC	$272K	3,390	+483	add
453	Westhampton Capital, LLC	$271K	3,378	0	no change
454	Brookstone Capital Management	$270K	3,364	+560	add
455	Groupe la Francaise	$268K	3,345	+1,194	add
456	PROFUND ADVISORS LLC	$268K	3,343	+95	add
457	D.A. DAVIDSON & CO.	$266K	3,315	−1,170	trim
458	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$265K	3,315	+51	add
459	Savvy Advisors, Inc.	$265K	3,304	+3,304	new
460	BANQUE PICTET & CIE SA	$264K	3,300	0	no change
461	GATEWAY INVESTMENT ADVISERS LLC	$261K	3,253	+3,253	new
462	Essex Financial Services, Inc.	$257K	3,211	−1,205	trim
463	TRED AVON FAMILY WEALTH, LLC	$256K	3,196	+4	add
464	Ameritas Investment Partners, Inc.	$256K	3,192	−105	trim
465	Tower Research Capital LLC (TRC)	$255K	3,187	−5,656	trim
466	Frec Markets, Inc.	$255K	3,184	+3,184	new
467	HOLDERNESS INVESTMENTS CO	$253K	3,163	+59	add
468	GeoWealth Management, LLC	$251K	3,133	+364	add
469	Pine Valley Investments Ltd Liability Co	$251K	3,131	−81	trim
470	OFI INVEST ASSET MANAGEMENT	$250K	3,594	+1,029	add
471	WORLD EQUITY GROUP, INC.	$250K	3,116	+3,116	new
472	RFG Advisory, LLC	$247K	3,089	+3,089	new
473	Storgate, LLC	$244K	3,045	+3,045	new
474	Pflug Koory, LLC	$244K	3,042	−176	trim
475	EXENCIAL WEALTH ADVISORS, LLC	$243K	3,037	+197	add
476	Walleye Trading LLC	$242K	3,022	−19,637	trim
477	Smartleaf Asset Management LLC	$242K	3,144	+415	add
478	Secure Asset Management, LLC	$240K	3,000	+3,000	new
479	Foster Group, Inc.	$239K	2,977	+57	add
480	GRIFFIN ASSET MANAGEMENT, INC.	$238K	2,970	0	no change
481	Checchi Capital Advisers, LLC	$237K	2,959	+2,959	new
482	PATTON FUND MANAGEMENT, INC.	$235K	2,937	0	no change
483	Aptus Capital Advisors, LLC	$235K	2,934	−1,283	trim
484	DV Trading LLC	$233K	2,914	+2,314	add
485	USS Investment Management Ltd	$233K	2,914	0	no change
486	OneDigital Investment Advisors LLC	$228K	2,841	−834	trim
487	PERSONAL CFO SOLUTIONS, LLC	$226K	2,818	+176	add
488	Clark Asset Management, LLC	$226K	2,816	+3	add
489	Ledyard National Bank	$225K	2,811	0	no change
490	Chicago Partners Investment Group LLC	$222K	2,658	+160	add
491	Fieldview Capital Management, LLC	$222K	2,771	+2,771	new
492	FLAGSHIP HARBOR ADVISORS, LLC	$222K	2,766	+2,766	new
493	Connor, Clark & Lunn Investment Management Ltd.	$221K	2,762	+2,762	new
494	Simplicity Wealth,LLC	$220K	2,749	−3	trim
495	Heritage Wealth Advisors	$218K	2,723	0	no change
496	Cinctive Capital Management LP	$217K	2,712	+2,712	new
497	Third View Private Wealth, LLC	$217K	2,705	+2,705	new
498	World Investment Advisors	$216K	2,701	−214	trim
499	Summit Financial, LLC	$213K	2,659	+2,659	new
500	Argyle Capital Management, LLC	$212K	2,647	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 · IR

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: 1 Gotham Asset Management $21.3M held
Trimming: 2 Bridgewater Associates, Caxton Associates $2.0M held

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

Merged timeline of congressional filings and notable-manager moves on IR
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+2,234 sh
2026-05-15	Bridgewater Associates 13F	trim	−28,963 sh
2026-05-14	Caxton Associates 13F	exit	−2,799 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

13 members of Congress disclosed IR — the congressional view ↗