Who holds ticker 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 · common stock · Q1 2026 · 13 members disclosed IR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 710 holders are listed, largest first: 710
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $27.2B
holders whose share count rose or who opened the position (new + add), by shares: 323
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 76

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of IR ranked by reported value, 1–25 of 710 holders
#	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

Show the top 500 of 710 holders

13F holders of IR ranked by reported value, 26–500 of 710 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 710 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · IR

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.