Who holds ITticker 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 ↗

GARTNER INC · COM · quarter ended 2026-03-31 · 12 members disclosed IT ↗

577

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

$10.9B

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

290

addsholders whose share count rose or who opened the position (new + add), by shares

166

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 IT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.1B	6,884,501	−104,626	trim
2	BAMCO INC /NY/	$937M	5,917,616	+1,704,659	add
3	Independent Franchise Partners LLP	$728M	4,600,771	+1,292,205	add
4	VANGUARD CAPITAL MANAGEMENT LLC	$707M	4,468,135	—	no prior
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$585M	3,693,957	—	no prior
6	AQR CAPITAL MANAGEMENT LLC	$565M	3,567,263	+1,675,259	add
7	STATE STREET CORP	$517M	3,266,779	−142,982	trim
8	HARRIS ASSOCIATES L P	$497M	3,135,774	+2,171,790	add
9	MORGAN STANLEY	$376M	2,377,678	−117,897	trim
10	GEODE CAPITAL MANAGEMENT, LLC	$349M	2,212,980	−5,910	trim
11	Capital International Investors	$320M	2,022,839	−1,981,254	trim
12	Invesco Ltd.	$320M	2,021,101	+632,784	add
13	FEDERATED HERMES, INC.	$268M	1,690,528	+1,650,402	add
14	TWO SIGMA INVESTMENTS, LP	$178M	1,127,145	+821,451	add
15	DEUTSCHE BANK AG\	$172M	1,083,848	−97,982	trim
16	UBS Group AG	$162M	1,023,293	+147,836	add
17	NORTHERN TRUST CORP	$138M	871,137	−58,723	trim
18	BANK OF AMERICA CORP /DE/	$123M	773,771	+290,499	add
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$122M	772,054	+145,287	add
20	Black Creek Investment Management Inc.	$101M	636,762	+626,858	add
21	Madison Asset Management, LLC	$97.1M	613,257	−62,141	trim
22	Legal & General Group Plc	$93.5M	590,678	−14,128	trim
23	FMR LLC	$79.1M	499,270	+40,864	add
24	DIMENSIONAL FUND ADVISORS LP	$76.8M	484,933	−113,939	trim
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$76.5M	483,379	+24,018	add
26	Amundi	$76.0M	480,251	−196,677	trim
27	Nuveen, LLC	$68.4M	431,866	−20,518	trim
28	Bank of New York Mellon Corp	$67.1M	423,674	−789	trim
29	VANGUARD FIDUCIARY TRUST CO	$63.9M	403,618	—	no prior
30	HSBC HOLDINGS PLC	$61.2M	386,453	−527,125	trim
31	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$55.8M	352,627	+150,278	add
32	CITIGROUP INC	$53.0M	334,891	+152,920	add
33	Gotham Asset Management, LLC	$49.7M	314,074	+156,220	add
34	MILLENNIUM MANAGEMENT LLC	$49.3M	311,407	−284,160	trim
35	BARCLAYS PLC	$48.5M	306,463	+148,196	add
36	RENAISSANCE TECHNOLOGIES LLC	$48.3M	305,089	+226,880	add
37	ROYAL BANK OF CANADA	$44.0M	277,918	−29,818	trim
38	D. E. Shaw & Co., Inc.	$38.9M	245,851	+178,184	add
39	WORLDQUANT MILLENNIUM ADVISORS LLC	$36.9M	233,117	−148,396	trim
40	Clarkston Capital Partners, LLC	$36.4M	229,592	+117,725	add
41	MACKENZIE FINANCIAL CORP	$36.3M	229,202	+31,711	add
42	Swiss National Bank	$33.5M	211,571	+4,000	add
43	Artisan Partners Limited Partnership	$30.4M	192,029	+46,331	add
44	DIAMOND HILL CAPITAL MANAGEMENT INC	$29.6M	186,705	+186,705	new
45	ENVESTNET ASSET MANAGEMENT INC	$28.9M	182,779	+92,076	add
46	Sumitomo Mitsui Trust Group, Inc.	$28.1M	177,386	−17,363	trim
47	Connor, Clark & Lunn Investment Management Ltd.	$27.1M	171,232	−18,163	trim
48	Mitsubishi UFJ Asset Management Co., Ltd.	$25.9M	163,566	−169	trim
49	IEQ CAPITAL, LLC	$25.7M	162,436	+39,819	add
50	Vanguard Global Advisers, LLC	$24.4M	154,233	—	no prior
51	SHAPIRO CAPITAL MANAGEMENT LLC	$22.9M	144,590	+144,590	new
52	Quantinno Capital Management LP	$22.1M	139,677	+9,110	add
53	HighTower Advisors, LLC	$21.8M	137,473	+120,930	add
54	ALLIANCEBERNSTEIN L.P.	$21.7M	86,039	−1,227	trim
55	WELLS FARGO & COMPANY/MN	$20.5M	129,709	−115	trim
56	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$19.4M	122,773	−74,747	trim
57	AMERIPRISE FINANCIAL INC	$19.4M	122,430	+23,571	add
58	VANGUARD ASSET MANAGEMENT, Ltd	$18.9M	119,590	—	no prior
59	PRIMECAP MANAGEMENT CO/CA/	$18.6M	117,400	+5,900	add
60	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$17.0M	107,670	−270,795	trim
61	FRANKLIN RESOURCES INC	$16.0M	101,157	−12,893	trim
62	Quantum Capital Management, LLC / NJ	$15.6M	98,557	+98,557	new
63	Mitsubishi UFJ Trust & Banking Corp	$15.0M	94,566	−21,367	trim
64	Distillate Capital Partners LLC	$15.0M	94,430	+36,527	add
65	CWM, LLC	$14.5M	91,884	+34,200	add
66	Railway Pension Investments Ltd	$14.5M	91,378	0	no change
67	PRINCIPAL FINANCIAL GROUP INC	$14.2M	89,845	−5,417	trim
68	Mariner, LLC	$14.1M	89,195	+31,804	add
69	Allianz Asset Management GmbH	$12.2M	76,904	−6,651	trim
70	PFA Pension, Forsikringsaktieselskab	$12.1M	76,259	+76,259	new
71	CITADEL ADVISORS LLC	$11.7M	73,765	+6,162	add
72	Zurcher Kantonalbank (Zurich Cantonalbank)	$11.6M	73,375	+73,375	new
73	Foyston, Gordon & Payne Inc	$11.2M	70,749	+10,838	add
74	BANK OF NOVA SCOTIA	$11.2M	70,494	−124,785	trim
75	ISTHMUS PARTNERS, LLC	$11.1M	69,803	+32,666	add
76	BANK OF MONTREAL /CAN/	$11.0M	69,639	−3,895	trim
77	AustralianSuper Pty Ltd	$11.0M	69,340	+69,340	new
78	AVIVA PLC	$10.4M	65,979	+1,587	add
79	BNP Paribas Asset Management Holding S.A.	$10.4M	65,756	−403,581	trim
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.3M	65,354	−1,489	trim
81	Cerity Partners LLC	$9.7M	61,451	+2,360	add
82	APG Asset Management N.V.	$9.7M	70,300	−11,954	trim
83	GOODNOW INVESTMENT GROUP, LLC	$9.4M	59,383	+11,000	add
84	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$9.3M	58,476	−5,525	trim
85	Aberdeen Group plc	$9.0M	56,814	−13,572	trim
86	Creative Planning	$8.7M	54,991	+26,554	add
87	DANSKE BANK A/S	$8.6M	54,238	−2,699	trim
88	Lido Advisors, LLC	$8.0M	50,665	+42,852	add
89	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$7.8M	49,136	−175,863	trim
90	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.8M	49,064	+38,810	add
91	STATE OF WISCONSIN INVESTMENT BOARD	$7.7M	48,888	+9,751	add
92	OMERS ADMINISTRATION Corp	$7.7M	48,662	+5,928	add
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$7.7M	47,541	+4,205	add
94	FORA Capital, LLC	$7.6M	48,076	+48,076	new
95	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.4M	50,489	+19,692	add
96	SEI INVESTMENTS CO	$7.2M	45,218	−30,595	trim
97	PRUDENTIAL FINANCIAL INC	$7.0M	44,175	+3,357	add
98	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.9M	43,836	+17,230	add
99	Swedbank AB	$6.8M	42,883	−14,847	trim
100	Calamos Advisors LLC	$6.7M	42,081	0	no change
101	Pictet Asset Management Holding SA	$6.6M	41,797	−474	trim
102	ADAGE CAPITAL PARTNERS GP, L.L.C.	$6.5M	40,900	−24,200	trim
103	NEW YORK STATE COMMON RETIREMENT FUND	$6.5M	40,874	−2,200	trim
104	STIFEL FINANCIAL CORP	$6.5M	40,827	+3,729	add
105	RAYMOND JAMES FINANCIAL INC	$6.4M	40,653	+3,656	add
106	WEDGE CAPITAL MANAGEMENT L L P/NC	$6.4M	40,420	+6,290	add
107	Assenagon Asset Management S.A.	$6.3M	39,963	−185,904	trim
108	Wealthfront Advisers LLC	$6.3M	39,695	+21,151	add
109	NATIONAL BANK OF CANADA /FI/	$6.1M	38,216	−8,827	trim
110	Rockefeller Capital Management L.P.	$6.0M	38,161	+26,709	add
111	Holocene Advisors, LP	$6.0M	37,709	+10,762	add
112	AMERICAN CENTURY COMPANIES INC	$5.7M	36,153	−59,416	trim
113	CIBC Bancorp USA Inc.	$5.7M	36,119	—	no prior
114	Vanguard Investments Australia, Ltd.	$5.7M	35,932	—	no prior
115	Chevy Chase Trust Holdings, LLC	$5.5M	34,707	−1,837	trim
116	Laurus Global Equity Management Inc.	$5.4M	34,260	0	no change
117	ROYAL LONDON ASSET MANAGEMENT LTD	$5.3M	33,760	0	no change
118	NICHOLAS COMPANY, INC.	$5.3M	33,195	−3,473	trim
119	Illinois Municipal Retirement Fund	$5.2M	32,737	−6,837	trim
120	Tredje AP-fonden	$5.2M	32,588	+21,231	add
121	TD ASSET MANAGEMENT INC	$5.2M	32,564	−6,812	trim
122	MERCER GLOBAL ADVISORS INC /ADV	$5.0M	31,780	+13,045	add
123	LPL Financial LLC	$5.0M	31,727	+13,704	add
124	XTX Topco Ltd	$5.0M	31,700	+12,290	add
125	Asset Management One Co., Ltd.	$5.0M	31,319	−1,377	trim
126	FIFTH THIRD BANCORP	$4.9M	30,653	+25,332	add
127	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$4.8M	30,436	—	no prior
128	NOMURA ASSET MANAGEMENT CO LTD	$4.7M	29,432	+533	add
129	Edgestream Partners, L.P.	$4.6M	28,873	−3,848	trim
130	SEB Asset Management AB	$4.5M	28,587	—	no prior
131	VICTORY CAPITAL MANAGEMENT INC	$4.5M	28,342	−377,906	trim
132	Swiss Life Asset Management Ltd	$4.4M	27,703	−27,109	trim
133	Cetera Investment Advisers	$4.3M	26,903	+12,831	add
134	KLP KAPITALFORVALTNING AS	$4.2M	26,790	0	no change
135	Ruffer LLP	$4.2M	26,408	+26,408	new
136	Resona Asset Management Co.,Ltd.	$4.1M	26,001	−218,512	trim
137	State of New Jersey Common Pension Fund D	$4.0M	25,384	−235	trim
138	M&T BANK CORP	$3.9M	24,707	+1,692	add
139	FIRST TRUST ADVISORS LP	$3.9M	24,647	−1,162	trim
140	Lansforsakringar Fondforvaltning AB (publ)	$3.8M	24,113	−87	trim
141	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.7M	23,635	−47,585	trim
142	Triad Investment Management	$3.7M	23,602	+12,696	add
143	Man Group plc	$3.7M	23,423	+7,562	add
144	AGF MANAGEMENT LTD	$3.7M	23,361	+7,810	add
145	Crown Oak Advisors, LLC	$3.7M	23,361	+177	add
146	OPPENHEIMER ASSET MANAGEMENT INC.	$3.6M	22,951	−17,559	trim
147	Sendero Wealth Management, LLC	$3.5M	22,201	+22,201	new
148	TORONTO DOMINION BANK	$3.5M	22,154	−12,641	trim
149	MAI Capital Management	$3.5M	21,994	+2,393	add
150	Vinva Investment Management Ltd	$3.4M	21,152	+21,152	new
151	Strategic Global Advisors, LLC	$3.3M	20,983	−270	trim
152	National Pension Service	$3.3M	20,931	+20,931	new
153	CastleKnight Management LP	$3.3M	20,700	+20,700	new
154	Tidal Investments LLC	$3.2M	20,519	+6,556	add
155	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$3.2M	20,398	−1,766	trim
156	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.2M	20,347	−400	trim
157	Vanguard Personalized Indexing Management, LLC	$3.2M	20,225	+9,967	add
158	Corient Private Wealth LLC	$3.2M	20,348	−23,192	trim
159	XPONANCE LLC	$3.1M	19,670	+862	add
160	MetLife Investment Management, LLC	$3.1M	19,615	−1,240	trim
161	Arizona State Retirement System	$3.1M	19,599	−1,172	trim
162	Focus Partners Wealth	$3.1M	19,515	+3,172	add
163	Czech National Bank	$3.0M	19,187	+181	add
164	GHP Investment Advisors, Inc.	$3.0M	18,896	−6,673	trim
165	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$3.0M	18,680	+18,680	new
166	Daiwa Securities Group Inc.	$2.9M	18,610	+3,734	add
167	UniSuper Management Pty Ltd	$2.9M	18,566	+570	add
168	Pathstone Holdings, LLC	$2.8M	17,774	+10,505	add
169	Ashton Thomas Private Wealth, LLC	$2.8M	17,734	+4,580	add
170	AXQ CAPITAL, LP	$2.7M	17,117	+13,685	add
171	NISA INVESTMENT ADVISORS, LLC	$2.7M	17,031	−541	trim
172	CIBC Asset Management Inc	$2.7M	17,003	−94	trim
173	Rafferty Asset Management, LLC	$2.6M	16,609	−5,990	trim
174	Mirae Asset Global Investments Co., Ltd.	$2.6M	16,547	+1,655	add
175	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.6M	16,411	−355	trim
176	USS Investment Management Ltd	$2.5M	15,989	+932	add
177	CAXTON ASSOCIATES LLP	$2.5M	15,836	+3,099	add
178	Grantham, Mayo, Van Otterloo & Co. LLC	$2.5M	15,791	+15,791	new
179	Neo Ivy Capital Management	$2.5M	15,701	+14,712	add
180	VOYA INVESTMENT MANAGEMENT LLC	$2.5M	15,609	−551	trim
181	IFM Investors Pty Ltd	$2.4M	15,191	+60	add
182	Retirement Systems of Alabama	$2.4M	14,961	−371	trim
183	Empowered Funds, LLC	$2.3M	14,837	+14,837	new
184	BLAIR WILLIAM & CO/IL	$2.3M	14,506	−108,046	trim
185	WESTFIELD CAPITAL MANAGEMENT CO LP	$2.3M	14,370	0	no change
186	Woodline Partners LP	$2.2M	13,862	+1,497	add
187	DnB Asset Management AS	$2.1M	13,516	−1,429	trim
188	ProShare Advisors LLC	$2.1M	13,159	−6,644	trim
189	Sivia Capital Partners, LLC	$2.1M	13,090	+9,553	add
190	L2 Asset Management, LLC	$2.0M	12,871	+12,871	new
191	Janus Henderson Group Ltd.	$2.0M	12,566	+674	add
192	Elo Mutual Pension Insurance Co	$2.0M	12,525	−978	trim
193	OSAIC HOLDINGS, INC.	$2.0M	12,347	−1,122	trim
194	Brevan Howard Capital Management LP	$1.9M	12,192	+10,787	add
195	Korea Investment CORP	$1.9M	11,903	−33,783	trim
196	Financial Advisors Network, Inc.	$1.9M	11,873	—	no prior
197	Ensign Peak Advisors, Inc	$1.8M	11,660	+1,120	add
198	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.8M	11,656	−399	trim
199	Utah Retirement Systems	$1.8M	11,393	−956	trim
200	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.8M	11,259	+11,259	new
201	Fisher Funds Management LTD	$1.7M	11,035	−151,579	trim
202	Summit Trail Advisors, LLC	$1.7M	10,919	+5,292	add
203	BROWN ADVISORY INC	$1.7M	10,853	−19,025	trim
204	Candriam S.C.A.	$1.7M	10,739	−737	trim
205	&PARTNERS	$1.7M	10,729	+2,107	add
206	Rakuten Investment Management, Inc.	$1.7M	10,536	+900	add
207	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.6M	10,317	−150	trim
208	Aware Super Pty Ltd as trustee of Aware Super	$1.6M	10,314	—	no prior
209	Vident Advisory, LLC	$1.6M	10,294	+7,217	add
210	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.6M	10,273	−479	trim
211	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$1.6M	9,940	−3,478	trim
212	Eurizon Capital SGR S.p.A.	$1.6M	9,906	−6,971	trim
213	NEOS Investment Management LLC	$1.6M	9,830	+7,447	add
214	CREDIT AGRICOLE S A	$1.5M	9,756	+3,163	add
215	NISSAY ASSET MANAGEMENT CORP /JAPAN	$1.5M	9,619	−313	trim
216	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.5M	9,247	+7,198	add
217	Plato Investment Management Ltd	$1.4M	9,002	0	no change
218	BALYASNY ASSET MANAGEMENT L.P.	$1.4M	8,974	+7,895	add
219	Ethic Inc.	$1.4M	8,857	−479	trim
220	MATTERN CAPITAL MANAGEMENT, LLC	$1.4M	8,746	+8,746	new
221	Merit Financial Group, LLC	$1.4M	8,724	+200	add
222	Quantbot Technologies LP	$1.4M	8,573	+4,666	add
223	Focus Partners Advisor Solutions, LLC	$1.4M	8,571	+3,228	add
224	CANADA PENSION PLAN INVESTMENT BOARD	$1.3M	8,517	−3,393	trim
225	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.3M	8,474	−14,915	trim
226	Knollwood Investment Advisory, LLC	$1.3M	8,400	0	no change
227	SHELTON CAPITAL MANAGEMENT	$1.3M	8,321	0	no change
228	YOUSIF CAPITAL MANAGEMENT, LLC	$1.3M	8,188	−41	trim
229	Federation des caisses Desjardins du Quebec	$1.3M	8,100	−549	trim
230	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.3M	8,057	−200	trim
231	OP Asset Management Ltd	$1.2M	7,841	—	no prior
232	NORDEA INVESTMENT MANAGEMENT AB	$1.2M	7,721	+10	add
233	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.2M	7,640	−296,239	trim
234	Linden Thomas Advisory Services, LLC	$1.2M	7,610	+365	add
235	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.2M	7,492	−246	trim
236	Robeco Institutional Asset Management B.V.	$1.2M	7,359	−535	trim
237	Aristotle Capital Boston, LLC	$1.1M	7,183	−118	trim
238	CSS LLC/IL	$1.1M	7,160	+3,970	add
239	Avanza Fonder AB	$1.1M	7,078	0	no change
240	PRINCIPAL SECURITIES, INC.	$1.1M	6,968	+6,968	new
241	HB Wealth Management, LLC	$1.1M	6,753	+4,606	add
242	STOREBRAND ASSET MANAGEMENT AS	$1.0M	6,619	—	no prior
243	Banque Cantonale Vaudoise	$1.0M	6,368	−6,184	trim
244	Fideuram Asset Management (Ireland) dac	$996K	4,288	+4,275	add
245	Chicago Partners Investment Group LLC	$976K	6,216	+2,796	add
246	EntryPoint Capital, LLC	$967K	6,106	+3,331	add
247	Krilogy Financial LLC	$951K	6,113	+1,644	add
248	Brooklyn Investment Group	$925K	5,839	+2,081	add
249	TRUIST FINANCIAL CORP	$919K	5,804	−2,010	trim
250	MACQUARIE GROUP LTD	$908K	5,735	−4,201	trim
251	COMMONWEALTH EQUITY SERVICES, LLC	$903K	5,706	+158	add
252	Monte Financial Group, LLC	$873K	5,514	+436	add
253	Crossmark Global Holdings, Inc.	$829K	5,235	—	no prior
254	Investment Management Corp of Ontario	$815K	5,144	−1,222	trim
255	US BANCORP \DE\	$802K	5,066	−180	trim
256	Baird Financial Group, Inc.	$802K	5,064	+5,064	new
257	Numerai GP LLC	$790K	4,987	+4,987	new
258	Bull Harbor Capital LLC	$789K	4,980	—	no prior
259	Perbak Capital Partners LLP	$759K	4,792	+2,983	add
260	Kendall Capital Management	$758K	4,788	−415	trim
261	WELLINGTON MANAGEMENT GROUP LLP	$757K	4,783	+146	add
262	Sequoia Financial Advisors, LLC	$751K	4,744	+1,644	add
263	MCDONALD PARTNERS LLC	$735K	4,640	0	no change
264	Leonteq Securities AG	$723K	4,564	+2,205	add
265	Metis Global Partners, LLC	$718K	4,534	+445	add
266	Sanctuary Advisors, LLC	$709K	4,475	+976	add
267	Impact Partnership Wealth, LLC	$704K	4,445	+745	add
268	J. Safra Sarasin Holding AG	$698K	4,414	+589	add
269	Allspring Global Investments Holdings, LLC	$694K	4,483	+638	add
270	NOVEM GROUP	$693K	4,375	+355	add
271	180 WEALTH ADVISORS, LLC	$686K	4,335	+4,335	new
272	PANAGORA ASSET MANAGEMENT INC	$685K	4,324	0	no change
273	MIZUHO SECURITIES USA LLC	$674K	4,259	−989	trim
274	Norinchukin Bank, The	$668K	4,216	−40	trim
275	NewEdge Advisors, LLC	$658K	4,155	+4,155	new
276	WADDELL & ASSOCIATES, LLC	$656K	4,145	+2,356	add
277	COLDSTREAM CAPITAL MANAGEMENT INC	$636K	4,014	+689	add
278	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$632K	3,993	−308	trim
279	Vontobel Holding Ltd.	$632K	3,990	−2,177	trim
280	HARTFORD INVESTMENT MANAGEMENT CO	$632K	3,989	−170	trim
281	Connecticut Wealth Management, LLC	$629K	3,971	−1,571	trim
282	Perigon Wealth Management, LLC	$615K	3,885	−580	trim
283	Frec Markets, Inc.	$605K	3,821	+2,414	add
284	Allworth Financial LP	$599K	3,785	+1,973	add
285	Shade Tree Advisors LLC	$592K	3,740	0	no change
286	Atom Investors LP	$590K	3,728	+3,728	new
287	Waverly Advisors, LLC	$587K	3,707	+1,740	add
288	Westerkirk Capital Inc.	$584K	3,691	0	no change
289	Counterpoint Mutual Funds LLC	$583K	3,682	+3,682	new
290	Generali Asset Management SPA SGR	$579K	3,656	+86	add
291	EVERGREEN CAPITAL MANAGEMENT LLC	$570K	3,600	+1,837	add
292	MML INVESTORS SERVICES, LLC	$563K	3,556	+1,966	add
293	FIDUCIARY TRUST CO	$560K	3,537	+346	add
294	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$560K	3,534	−6,703	trim
295	Marshall Financial Group, LLC	$559K	3,532	+203	add
296	SCHRODER INVESTMENT MANAGEMENT GROUP	$555K	3,507	−82	trim
297	EVOLVE PRIVATE WEALTH, LLC	$541K	3,419	+178	add
298	B. Metzler seel. Sohn & Co. AG	$541K	3,418	0	no change
299	Blackstone Inc.	$539K	3,401	+3,401	new
300	NorthCrest Asset Manangement, LLC	$538K	3,411	+356	add
301	Maryland State Retirement & Pension System	$536K	3,387	−435	trim
302	GREENLEAF TRUST	$525K	3,318	+2,127	add
303	ASR Vermogensbeheer N.V.	$510K	3,222	+36	add
304	E. Ohman J:or Asset Management AB	$502K	3,170	0	no change
305	Orion Porfolio Solutions, LLC	$501K	3,166	−7,659	trim
306	New Age Alpha Advisors, LLC	$501K	3,164	−334	trim
307	EXENCIAL WEALTH ADVISORS, LLC	$500K	3,157	−34,605	trim
308	NOMURA HOLDINGS INC	$499K	3,154	+642	add
309	CITIZENS FINANCIAL GROUP INC/RI	$499K	3,151	+2,025	add
310	Oak Thistle LLC	$495K	3,129	+3,129	new
311	Walleye Capital LLC	$491K	3,103	+3,092	add
312	Engineers Gate Manager LP	$491K	3,100	−10,701	trim
313	Robertson Stephens Wealth Management, LLC	$475K	3,002	+372	add
314	Curi Capital, LLC	$471K	2,974	−3,795	trim
315	Laird Norton Wetherby Trust Company, LLC	$467K	2,949	+318	add
316	Kestra Advisory Services, LLC	$466K	2,941	−691	trim
317	MUFG Securities EMEA plc	$457K	2,888	−67	trim
318	KESTRA PRIVATE WEALTH SERVICES, LLC	$457K	2,886	+173	add
319	Callan Family Office, LLC	$457K	2,884	+756	add
320	ARQ WEALTH ADVISORS, LLC	$441K	2,784	+2,784	new
321	Pure Financial Advisors, LLC	$434K	2,738	+121	add
322	TOKIO MARINE ASSET MANAGEMENT CO LTD	$433K	2,732	0	no change
323	DAYMARK WEALTH PARTNERS, LLC	$430K	2,717	+2,717	new
324	Vise Technologies, Inc.	$430K	1,705	0	no change
325	Empirical Finance, LLC	$427K	2,697	−7	trim
326	BOOTHBAY FUND MANAGEMENT, LLC	$425K	2,686	+1,432	add
327	VestGen Advisors, LLC	$423K	2,764	+2,764	new
328	Saudi Central Bank	$421K	2,660	+2,660	new
329	Steward Partners Investment Advisory, LLC	$421K	2,658	+227	add
330	Global X Japan Co., Ltd.	$420K	2,650	+114	add
331	GLOBEFLEX CAPITAL L P	$419K	2,648	0	no change
332	SBI Okasan Asset Management Co.Ltd.	$414K	2,600	0	no change
333	WELCH & FORBES LLC	$412K	2,600	0	no change
334	Arax Advisory Partners	$412K	2,599	+2,020	add
335	AlphaCore Capital LLC	$408K	2,579	+2,579	new
336	OFI INVEST ASSET MANAGEMENT	$404K	2,550	+916	add
337	Baker Avenue Asset Management, LP	$403K	2,544	+2,544	new
338	JOHNSON INVESTMENT COUNSEL INC	$400K	2,528	+787	add
339	Harbor Advisors LLC	$396K	2,500	0	no change
340	Snowden Capital Advisors LLC	$396K	2,498	+680	add
341	BUCKHEAD CAPITAL MANAGEMENT LLC	$392K	2,475	+345	add
342	Atlantic Union Bankshares Corp	$390K	2,460	−329	trim
343	SIGNATUREFD, LLC	$385K	2,433	+1,434	add
344	Pallas Capital Advisors LLC	$383K	2,416	−5,254	trim
345	Dorsey & Whitney Trust CO LLC	$374K	2,359	+1,223	add
346	Aster Capital Management (DIFC) Ltd	$369K	880	+339	add
347	NATIXIS	$366K	2,312	−34,781	trim
348	PRUDENTIAL PLC	$363K	2,293	0	no change
349	Clear Creek Financial Management, LLC	$363K	2,291	+172	add
350	MCF Advisors LLC	$360K	2,273	—	no prior
351	Savvy Advisors, Inc.	$358K	2,263	+632	add
352	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$357K	2,255	−48	trim
353	ABN AMRO INVESTMENT SOLUTIONS	$356K	2,250	−16,775	trim
354	QUADRANT CAPITAL GROUP LLC	$356K	2,246	+778	add
355	Jefferies Financial Group Inc.	$353K	2,232	−1,665	trim
356	EVOKE WEALTH, LLC	$351K	2,217	+881	add
357	Chicago Capital, LLC	$348K	2,200	0	no change
358	Institute for Wealth Management, LLC.	$347K	2,191	−21	trim
359	Haven Private, LLC	$345K	2,180	−3	trim
360	Atria Investments, Inc	$345K	2,178	−2,876	trim
361	North Dakota State Investment Board	$341K	2,153	−415	trim
362	HM PAYSON & CO	$339K	2,142	−508	trim
363	INCEPTIONR LLC	$336K	2,125	+154	add
364	Pine Valley Investments Ltd Liability Co	$336K	2,123	−1,239	trim
365	Main Street Research LLC	$335K	2,115	+2,115	new
366	CONNABLE OFFICE INC	$333K	2,100	0	no change
367	Quadrature Capital Ltd	$320K	2,021	−6,302	trim
368	Capital Investment Counsel, Inc	$317K	2,000	−90	trim
369	E Fund Management Co., Ltd.	$316K	1,996	—	no prior
370	GUGGENHEIM CAPITAL LLC	$314K	1,986	−664	trim
371	EARNED WEALTH ADVISORS, LLC	$312K	1,971	+1,105	add
372	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$311K	1,414	+97	add
373	MUFG SECURITIES AMERICAS INC.	$309K	1,949	+7	add
374	Bridgefront Capital, LLC	$299K	1,887	+309	add
375	Private Advisor Group, LLC	$298K	1,879	+263	add
376	Squarepoint Ops LLC	$297K	1,873	−48	trim
377	Caerus Investment Advisors, LLC	$296K	1,872	−1,499	trim
378	Qtron Investments LLC	$296K	1,871	0	no change
379	Financial Solutions Advisory Group, Inc.	$295K	1,862	—	no prior
380	SECURIAN ASSET MANAGEMENT, INC	$295K	1,860	−100	trim
381	IMC-Chicago, LLC	$282K	1,784	+1,784	new
382	Flagship Private Wealth, LLC	$278K	1,753	0	no change
383	Malaga Cove Capital, LLC	$275K	1,736	+1,736	new
384	Resonant Capital Advisors, LLC	$271K	1,712	−2,083	trim
385	Rothschild Wealth LLC	$271K	1,711	+394	add
386	Syntegra Private Wealth Group, LLC	$270K	1,708	−170	trim
387	Johnson Financial Group, LLC	$270K	1,706	+1,706	new
388	COMMERCE BANK	$267K	1,685	−279	trim
389	MATHER GROUP, LLC.	$260K	1,645	+1,645	new
390	Apollon Wealth Management, LLC	$260K	1,643	+541	add
391	Clearstead Advisors, LLC	$260K	1,639	+18	add
392	JANE STREET GROUP, LLC	$259K	1,637	−172,505	trim
393	Wick Capital Partners, LLC	$259K	1,634	+474	add
394	Ballentine Partners, LLC	$256K	1,618	−545	trim
395	Lombard Odier Asset Management (USA) Corp	$249K	1,572	+1,572	new
396	Meeder Advisory Services, Inc.	$249K	1,570	+336	add
397	POLEN CAPITAL MANAGEMENT LLC	$245K	1,549	−7,204	trim
398	Dynasty Wealth Management, LLC	$243K	1,534	+69	add
399	SYM FINANCIAL Corp	$243K	1,533	+25	add
400	PINNACLE ASSOCIATES LTD	$242K	1,527	+1,527	new
401	Pinnacle Wealth Management Advisory Group, LLC	$242K	1,527	+1,527	new
402	Arlington Partners LLC	$239K	1,509	+1,509	new
403	KEYBANK NATIONAL ASSOCIATION/OH	$237K	1,495	+18	add
404	GTS SECURITIES LLC	$236K	1,489	+1,489	new
405	WESTPAC BANKING CORP	$234K	1,480	+975	add
406	waypoint wealth counsel	$233K	1,473	−582	trim
407	GenTrust, LLC	$233K	1,472	+309	add
408	Checchi Capital Advisers, LLC	$229K	1,447	+262	add
409	OSLO PENSJONSFORSIKRING AS	$227K	1,436	—	no prior
410	HUB Investment Partners, LLC	$223K	1,411	−82	trim
411	UMB Bank, n.a.	$223K	1,408	+729	add
412	CHOREO, LLC	$221K	1,396	−379	trim
413	TEMA ETFS LLC	$221K	1,396	+7	add
414	Cynosure Group, LLC	$217K	1,373	−3,844	trim
415	ANGELES WEALTH MANAGEMENT, LLC	$217K	1,370	+1,370	new
416	AE Wealth Management LLC	$212K	1,341	+260	add
417	STEPHENS INC /AR/	$211K	1,334	−142	trim
418	JOURNEY STRATEGIC WEALTH LLC	$211K	1,334	+368	add
419	Applied Finance Capital Management, LLC	$211K	1,332	−218	trim
420	Americana Partners, LLC	$211K	1,330	+1,330	new
421	Envestnet Portfolio Solutions, Inc.	$210K	1,327	+1,327	new
422	Family Office Research LLC	$209K	1,321	0	no change
423	Abundance Wealth Counselors	$209K	1,320	+1,320	new
424	Compound Planning, Inc.	$207K	1,308	+1,308	new
425	PCM Encore, LLC	$207K	1,308	+470	add
426	Bison Wealth, LLC	$204K	1,413	+1,413	new
427	EXCHANGE TRADED CONCEPTS, LLC	$191K	1,205	+334	add
428	Bayforest Capital Ltd	$190K	1,200	+1,200	new
429	Cardinal Capital Management	$179K	1,133	+1,133	new
430	Siemens Fonds Invest GmbH	$172K	1,087	0	no change
431	Tower Research Capital LLC (TRC)	$154K	971	−2,454	trim
432	Board of the Pension Protection Fund	$146K	920	+680	add
433	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$143K	903	−42	trim
434	Smartleaf Asset Management LLC	$134K	841	−336	trim
435	DARA CAPITAL US, INC.	$105K	665	0	no change
436	MilWealth Group LLC	$104K	654	0	no change
437	Ameritas Investment Partners, Inc.	$102K	645	−2,705	trim
438	FIL Ltd	$86.5K	546	−471	trim
439	ASSETMARK, INC	$80.1K	506	+306	add
440	Sterling Capital Management LLC	$79.6K	503	−24	trim
441	Livforsakringsbolaget Skandia, Omsesidigt	$79.1K	500	0	no change
442	Pinnacle Wealth Planning Services, Inc.	$77.7K	491	−95	trim
443	Transamerica Financial Advisors, LLC	$69.7K	440	+434	add
444	True Wealth Design, LLC	$69.4K	438	+19	add
445	Grove Bank & Trust	$61.9K	391	−64	trim
446	Destiny Wealth Partners, LLC	$60.2K	380	+380	new
447	Bollard Group LLC	$57.7K	364,462	+94,718	add
448	Owl Creek Wealth Partners LLC	$54.6K	345	—	no prior
449	Aquatic Capital Management LLC	$45.6K	288	−19,912	trim
450	NATIXIS ADVISORS, LLC	$41.0K	258,772	−17,313	trim
451	Cassaday & Co Wealth Management LLC	$34.4K	217	+217	new
452	Caldwell Trust Co	$31.7K	200	0	no change
453	Parkside Financial Bank & Trust	$30.9K	195	−26	trim
454	CYBER HORNET ETFs LLC	$30.4K	196	−30	trim
455	Cromwell Holdings LLC	$29.5K	186	−77	trim
456	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$28.5K	180	0	no change
457	Community Financial Services Group, LLC	$28.2K	182	+182	new
458	Bell Investment Advisors, Inc	$27.2K	172	+74	add
459	Vanguard National Trust Co	$24.2K	153	—	no prior
460	CVA Family Office, LLC	$24.1K	152	−290	trim
461	Larson Financial Group LLC	$22.8K	144	−118	trim
462	Keating Financial Advisory Services, Inc.	$22.3K	141	+80	add
463	DekaBank Deutsche Girozentrale	$21.6K	134,054	0	no change
464	PRIVATE TRUST CO NA	$21.5K	136	−28	trim
465	MV CAPITAL MANAGEMENT, INC.	$21.1K	133	+88	add
466	SJS Investment Consulting Inc.	$21.1K	133	−242	trim
467	Blue Trust, Inc.	$20.7K	131	−102	trim
468	Quarry LP	$17.6K	111	+111	new
469	Ritter Daniher Financial Advisory LLC / DE	$17.4K	110	0	no change
470	Rakuten Securities, Inc.	$16.8K	106	+2	add
471	ENTRUST FINANCIAL LLC	$16.5K	104	0	no change
472	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$16.4K	106	+36	add
473	STANCE CAPITAL LLC	$15.8K	100	+100	new
474	BARTLETT & CO. WEALTH MANAGEMENT LLC	$14.9K	101	+4	add
475	SBI Securities Co., Ltd.	$13.0K	82	0	no change
476	SFAM, LLC	$11.9K	75	0	no change
477	Addison Advisors LLC	$11.6K	73	+29	add
478	HRT FINANCIAL LP	$11.2K	70,665	−26,814	trim
479	Manchester Capital Management LLC	$10.1K	64	+21	add
480	Wealth Enhancement Trust Services, Inc.	$10.1K	64	0	no change
481	CANADA LIFE ASSURANCE Co	$10.1K	63,395	+2,509	add
482	VEGA INVESTMENT SOLUTIONS	$10.0K	63	0	no change
483	Activest Wealth Management	$9.7K	61	−56	trim
484	WealthCollab, LLC	$9.5K	60	+60	new
485	Frazier Financial Advisors, LLC	$9.3K	59	0	no change
486	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$9.1K	57,565	0	no change
487	Measured Wealth Private Client Group, LLC	$8.9K	56	0	no change
488	Physician Wealth Advisors, Inc.	$8.6K	54	−46	trim
489	JPL Wealth Management, LLC	$8.6K	54	+54	new
490	FARMERS & MERCHANTS INVESTMENTS INC	$8.6K	54	0	no change
491	Asset Dedication, LLC	$8.4K	53	−227	trim
492	Meramec Financial Planners, LLC	$7.3K	47	0	no change
493	CHILTON CAPITAL MANAGEMENT LLC	$7.1K	45	0	no change
494	Wilmington Savings Fund Society, FSB	$7.1K	45	0	no change
495	Investment Research & Advisory Group, Inc.	$6.8K	43	0	no change
496	WPG Advisers, LLC	$6.8K	43	+2	add
497	CENTRAL TRUST Co	$6.7K	42	0	no change
498	Salomon & Ludwin, LLC	$6.6K	42	−34	trim
499	ACADIAN ASSET MANAGEMENT LLC	$6.4K	40,190	+22,130	add
500	Annis Gardner Whiting Capital Advisors, LLC	$5.7K	36	+28	add

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

Congress ↔ notable managers · IT

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, Caxton Associates $52.2M held
Trimming: 1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on IT
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+156,220 sh
2026-05-15	Bridgewater Associates 13F	exit	−49,174 sh
2026-05-14	Caxton Associates 13F	add	+3,099 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

12 members of Congress disclosed IT — the congressional view ↗