Who holds JLLticker 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 ↗

JONES LANG LASALLE INC · COM · quarter ended 2026-03-31 · 6 members disclosed JLL ↗

526

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

$11.9B

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

295

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 JLL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.4B	4,642,764	+88,917	add
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.3B	4,348,270	—	no prior
3	FMR LLC	$820M	2,693,512	−352,036	trim
4	VANGUARD CAPITAL MANAGEMENT LLC	$641M	2,106,984	—	no prior
5	EdgePoint Investment Group Inc.	$580M	1,905,011	−204,549	trim
6	MORGAN STANLEY	$507M	1,664,686	+33,819	add
7	STATE STREET CORP	$443M	1,456,865	+31,297	add
8	GEODE CAPITAL MANAGEMENT, LLC	$312M	1,024,152	+33,316	add
9	ARIEL INVESTMENTS, LLC	$312M	1,024,277	+131,047	add
10	DIMENSIONAL FUND ADVISORS LP	$260M	853,942	−118,706	trim
11	AQR CAPITAL MANAGEMENT LLC	$252M	832,826	−66,799	trim
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$225M	740,851	+58,565	add
13	ALLIANCEBERNSTEIN L.P.	$190M	565,430	−2,778	trim
14	MILLENNIUM MANAGEMENT LLC	$172M	565,958	+448,092	add
15	Swedbank AB	$168M	552,173	−441,569	trim
16	NORTHERN TRUST CORP	$150M	493,234	+56,020	add
17	PRINCIPAL FINANCIAL GROUP INC	$131M	429,418	+316,299	add
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$114M	373,018	+19,274	add
19	WESTFIELD CAPITAL MANAGEMENT CO LP	$106M	347,779	+347,779	new
20	Artemis Investment Management LLP	$103M	339,326	−62,847	trim
21	BLAIR WILLIAM & CO/IL	$103M	337,417	−9,347	trim
22	Bank of New York Mellon Corp	$93.0M	305,753	−2,547	trim
23	BANK OF AMERICA CORP /DE/	$92.3M	303,446	+3,985	add
24	VANGUARD FIDUCIARY TRUST CO	$89.5M	294,156	—	no prior
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$85.4M	280,543	+229,454	add
26	Qube Research & Technologies Ltd	$84.9M	278,841	+152,903	add
27	RAYMOND JAMES FINANCIAL INC	$82.7M	275,886	+72,733	add
28	FRANKLIN RESOURCES INC	$80.7M	265,258	+133,235	add
29	EQUITY INVESTMENT CORP	$78.5M	257,971	+22,549	add
30	PRUDENTIAL FINANCIAL INC	$78.3M	257,334	−46,520	trim
31	WELLINGTON MANAGEMENT GROUP LLP	$76.8M	252,458	−31,950	trim
32	TRUIST FINANCIAL CORP	$73.5M	241,438	+10,158	add
33	BAMCO INC /NY/	$73.4M	241,208	−323,089	trim
34	Invesco Ltd.	$67.6M	222,062	−351	trim
35	Allianz Asset Management GmbH	$61.8M	203,227	+4,234	add
36	Eurizon Capital SGR S.p.A.	$60.5M	199,624	−192,984	trim
37	JANE STREET GROUP, LLC	$59.1M	194,217	+191,216	add
38	CAUSEWAY CAPITAL MANAGEMENT LLC	$56.7M	186,274	+126,818	add
39	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$56.1M	184,393	−70	trim
40	Nuveen, LLC	$56.0M	184,104	+112,252	add
41	UBS Group AG	$54.2M	178,032	+114,303	add
42	Life Cycle Investment Partners Ltd	$52.0M	170,896	+60,606	add
43	Ensign Peak Advisors, Inc	$47.7M	156,723	−5,640	trim
44	Allspring Global Investments Holdings, LLC	$44.6M	146,012	+16,890	add
45	MILFORD FUNDS LTD	$43.8M	144,000	−111,944	trim
46	ENVESTNET ASSET MANAGEMENT INC	$43.2M	142,060	+22,294	add
47	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$39.1M	128,617	+38,077	add
48	ROYAL LONDON ASSET MANAGEMENT LTD	$38.5M	126,348	+5,109	add
49	Trexquant Investment LP	$37.8M	124,229	+62,514	add
50	AMERIPRISE FINANCIAL INC	$36.6M	120,306	+13,697	add
51	HENNESSY ADVISORS INC	$35.4M	116,200	−12,200	trim
52	Epoch Investment Partners, Inc.	$35.4M	116,179	+21,148	add
53	Legal & General Group Plc	$35.0M	114,894	+7,405	add
54	NORDEA INVESTMENT MANAGEMENT AB	$34.5M	115,681	−60,118	trim
55	RENAISSANCE GROUP LLC	$34.4M	113,197	−5,819	trim
56	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$31.1M	102,045	+8,153	add
57	Holocene Advisors, LP	$30.8M	101,368	+10,797	add
58	Assenagon Asset Management S.A.	$30.3M	99,626	−46,326	trim
59	Clearbridge Investments, LLC	$29.4M	96,515	+15,464	add
60	AMERICAN CENTURY COMPANIES INC	$28.6M	94,141	−68,930	trim
61	Swiss National Bank	$28.4M	93,440	0	no change
62	TRILLIUM ASSET MANAGEMENT, LLC	$27.7M	108,757	+9,754	add
63	PANAGORA ASSET MANAGEMENT INC	$26.9M	88,433	+7,121	add
64	D. E. Shaw & Co., Inc.	$26.8M	88,155	+22,338	add
65	Gotham Asset Management, LLC	$26.0M	85,356	+49,553	add
66	Janus Henderson Group Ltd.	$25.7M	84,298	+62,753	add
67	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$25.4M	83,499	−50,454	trim
68	Amundi	$24.9M	81,889	+28,839	add
69	CITADEL ADVISORS LLC	$24.9M	81,878	−147,922	trim
70	Corient Private Wealth LLC	$22.8M	74,986	−62,867	trim
71	Boston Partners	$22.5M	73,837	+12,716	add
72	CANADA PENSION PLAN INVESTMENT BOARD	$22.3M	73,340	−9,880	trim
73	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$21.9M	72,100	+72,100	new
74	Delta Global Management LP	$21.9M	71,821	+43,193	add
75	Retirement Systems of Alabama	$21.1M	69,303	+1,217	add
76	Mitsubishi UFJ Trust & Banking Corp	$20.8M	68,231	−5,467	trim
77	SCHRODER INVESTMENT MANAGEMENT GROUP	$20.2M	68,124	+27,484	add
78	SEB Asset Management AB	$19.8M	65,132	—	no prior
79	WELLS FARGO & COMPANY/MN	$19.1M	62,872	+2,105	add
80	DEUTSCHE BANK AG\	$18.6M	61,123	−54,856	trim
81	INTECH INVESTMENT MANAGEMENT LLC	$18.4M	60,456	−10,020	trim
82	RENAISSANCE TECHNOLOGIES LLC	$18.2M	59,849	+18,960	add
83	Cerity Partners LLC	$17.8M	58,453	−3,040	trim
84	Rockefeller Capital Management L.P.	$16.7M	54,787	+52,028	add
85	Tidal Investments LLC	$16.1M	53,006	+47,692	add
86	TD ASSET MANAGEMENT INC	$15.8M	51,894	+18,149	add
87	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.6M	51,270	+51,270	new
88	SEI INVESTMENTS CO	$15.3M	50,393	+7,698	add
89	RBF Capital, LLC	$15.2M	50,000	−50,000	trim
90	ROYAL BANK OF CANADA	$14.6M	47,958	−21,612	trim
91	Man Group plc	$14.3M	46,896	+5,422	add
92	STATE OF WISCONSIN INVESTMENT BOARD	$14.2M	46,823	−3,036	trim
93	Universal- Beteiligungs- und Servicegesellschaft mbH	$14.2M	46,615	+18,482	add
94	Engineers Gate Manager LP	$13.5M	44,221	+37,401	add
95	AustralianSuper Pty Ltd	$13.1M	43,123	−64,774	trim
96	VANGUARD ASSET MANAGEMENT, Ltd	$12.9M	42,346	—	no prior
97	Mariner, LLC	$12.5M	40,931	−3,021	trim
98	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$12.2M	40,102	−2,697	trim
99	FIRST TRUST ADVISORS LP	$11.4M	37,551	−7,752	trim
100	NEW YORK STATE COMMON RETIREMENT FUND	$11.3M	36,977	−540	trim
101	Cander Asset Management LP	$11.1M	36,400	+36,400	new
102	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$11.0M	36,240	−5,629	trim
103	HIGHLAND CAPITAL MANAGEMENT, LLC	$10.4M	34,248	+10,005	add
104	Channing Capital Management, LLC	$9.9M	32,518	+2,819	add
105	THIRD AVENUE MANAGEMENT LLC	$9.9M	32,407	−1,944	trim
106	VOYA INVESTMENT MANAGEMENT LLC	$9.8M	32,329	−2,006	trim
107	MERCER GLOBAL ADVISORS INC /ADV	$9.8M	32,262	+19,071	add
108	FJ Capital Management LLC	$9.7M	31,881	+20,107	add
109	Crossmark Global Holdings, Inc.	$9.7M	31,845	—	no prior
110	BARCLAYS PLC	$9.7M	31,736	−22,558	trim
111	Quantinno Capital Management LP	$9.4M	30,885	+16,192	add
112	Concurrent Investment Advisors, LLC	$9.1M	30,012	−15,226	trim
113	Advisors Capital Management, LLC	$9.0M	29,612	−591	trim
114	Creative Planning	$8.9M	29,406	+3,549	add
115	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$8.9M	29,276	+29,276	new
116	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$8.6M	28,216	−8,445	trim
117	Oliver Luxxe Assets LLC	$8.4M	27,731	+697	add
118	Schonfeld Strategic Advisors LLC	$7.9M	26,028	+14,705	add
119	KENNEDY CAPITAL MANAGEMENT LLC	$7.8M	25,729	+6,309	add
120	GLENMEDE TRUST CO NA	$7.8M	25,676	+21,005	add
121	Lighthouse Investment Partners, LLC	$7.5M	24,598	+23,612	add
122	Focus Partners Wealth	$7.5M	24,356	−1,516	trim
123	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.3M	24,066	+19,356	add
124	Pathstone Holdings, LLC	$7.3M	23,918	−1,792	trim
125	MetLife Investment Management, LLC	$7.2M	23,789	+116	add
126	WINTON GROUP Ltd	$7.2M	23,505	+23,505	new
127	Zurcher Kantonalbank (Zurich Cantonalbank)	$7.0M	23,095	+3,531	add
128	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$6.9M	22,767	+10,992	add
129	Blackstone Inc.	$6.8M	22,329	+22,329	new
130	Aquatic Capital Management LLC	$6.6M	21,616	+21,616	new
131	Vanguard Global Advisers, LLC	$6.5M	21,375	—	no prior
132	IEQ CAPITAL, LLC	$6.5M	21,319	−22,210	trim
133	CITIGROUP INC	$6.5M	21,223	+872	add
134	APG Asset Management N.V.	$6.2M	23,580	−480	trim
135	Union Bancaire Privee, UBP SA	$6.2M	20,300	0	no change
136	Prana Capital Management, LP	$6.1M	19,892	−9,607	trim
137	Quadrature Capital Ltd	$6.0M	19,805	+19,805	new
138	New Age Alpha Advisors, LLC	$5.9M	19,305	−749	trim
139	Klingman & Associates, LLC	$5.8M	19,041	−4,458	trim
140	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.5M	18,086	−1,556	trim
141	Walleye Trading LLC	$5.4M	17,830	+17,830	new
142	VICTORY CAPITAL MANAGEMENT INC	$5.3M	17,342	+1,118	add
143	FIFTH THIRD BANCORP	$5.3M	17,272	+15,022	add
144	BURNEY CO/	$5.0M	16,570	−5,815	trim
145	Edgestream Partners, L.P.	$4.8M	15,756	−28,571	trim
146	State of New Jersey Common Pension Fund D	$4.8M	15,718	+760	add
147	QRG CAPITAL MANAGEMENT, INC.	$4.8M	15,629	+5,641	add
148	PEAK6 LLC	$4.6M	15,216	+15,216	new
149	LPL Financial LLC	$4.6M	15,184	+2,098	add
150	NISA INVESTMENT ADVISORS, LLC	$4.6M	15,127	+1,471	add
151	Cinctive Capital Management LP	$4.5M	14,903	+14,903	new
152	Silvant Capital Management LLC	$4.5M	14,866	+240	add
153	TEACHER RETIREMENT SYSTEM OF TEXAS	$4.5M	14,648	−13,332	trim
154	Squarepoint Ops LLC	$4.4M	14,514	−1,960	trim
155	Moran Wealth Management, LLC	$4.4M	14,474	+14,474	new
156	JOHNSON INVESTMENT COUNSEL INC	$4.3M	14,134	+2,277	add
157	Vident Advisory, LLC	$4.2M	13,894	+10,846	add
158	Dana Investment Advisors, Inc.	$4.2M	13,771	−135	trim
159	Y-Intercept (Hong Kong) Ltd	$4.2M	13,762	+13,762	new
160	Ameritas Investment Partners, Inc.	$4.2M	13,669	+45	add
161	CWA Asset Management Group, LLC	$4.2M	13,669	+1,711	add
162	WORLDQUANT MILLENNIUM ADVISORS LLC	$4.1M	13,364	−11,690	trim
163	Arizona State Retirement System	$3.9M	12,971	−194	trim
164	Vanguard Investments Australia, Ltd.	$3.6M	11,925	—	no prior
165	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.6M	11,825	+15	add
166	Orion Porfolio Solutions, LLC	$3.6M	11,754	−369	trim
167	CWM, LLC	$3.6M	11,703	−7,316	trim
168	RITHOLTZ WEALTH MANAGEMENT	$3.5M	11,438	+8,394	add
169	Federation des caisses Desjardins du Quebec	$3.5M	11,437	−2,076	trim
170	STATE OF MICHIGAN RETIREMENT SYSTEM	$3.4M	11,311	+200	add
171	Bank of New Hampshire	$3.4M	11,168	−87	trim
172	CIBC Bancorp USA Inc.	$3.4M	11,149	—	no prior
173	LAZARD ASSET MANAGEMENT LLC	$3.4M	11,087	+2,955	add
174	FIRST NATIONAL BANK OF OMAHA	$3.3M	10,928	−12,845	trim
175	CASTLEARK MANAGEMENT LLC	$3.3M	10,791	−480	trim
176	Henshaw Capital LLC	$3.3M	10,745	—	no prior
177	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$3.2M	10,573	+13	add
178	KLP KAPITALFORVALTNING AS	$3.2M	10,420	0	no change
179	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$3.2M	10,388	−4,476	trim
180	Robeco Institutional Asset Management B.V.	$3.1M	10,342	+8,501	add
181	OP Asset Management Ltd	$3.1M	10,090	—	no prior
182	Riverwater Partners LLC	$3.0M	9,842	+3,343	add
183	EVOLVE PRIVATE WEALTH, LLC	$3.0M	9,706	+667	add
184	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.9M	9,661	+238	add
185	Perigon Wealth Management, LLC	$2.9M	9,596	−1,997	trim
186	Vanguard Personalized Indexing Management, LLC	$2.9M	9,529	+346	add
187	DANSKE BANK A/S	$2.9M	9,449	−11,703	trim
188	Empowered Funds, LLC	$2.9M	9,417	+3,739	add
189	Bridgewater Associates, LP	$2.8M	9,144	−884	trim
190	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.7M	9,504	−4,238	trim
191	TWO SIGMA INVESTMENTS, LP	$2.6M	8,699	+4,920	add
192	NFJ INVESTMENT GROUP, LLC	$2.6M	8,684	+355	add
193	NEOS Investment Management LLC	$2.6M	8,621	+2,295	add
194	XPONANCE LLC	$2.6M	8,515	+367	add
195	FEDERATED HERMES, INC.	$2.6M	8,462	+4,666	add
196	WCM INVESTMENT MANAGEMENT, LLC	$2.6M	8,640	−231	trim
197	BDF-GESTION	$2.5M	8,210	−2,500	trim
198	ABN AMRO INVESTMENT SOLUTIONS	$2.4M	7,725	−4,200	trim
199	Vinva Investment Management Ltd	$2.3M	5,394	+3,722	add
200	Pictet Asset Management Holding SA	$2.3M	7,670	+520	add
201	Utah Retirement Systems	$2.3M	7,657	−138	trim
202	Cascade Investment Advisors, Inc.	$2.3M	7,562	+40	add
203	Hedeker Wealth, LLC	$2.3M	7,456	+175	add
204	Linden Thomas Advisory Services, LLC	$2.3M	7,407	+258	add
205	Brevan Howard Capital Management LP	$2.2M	7,358	+871	add
206	XTX Topco Ltd	$2.2M	7,222	+6,432	add
207	BANK OF MONTREAL /CAN/	$2.2M	7,073	+442	add
208	D L CARLSON INVESTMENT GROUP INC	$2.1M	7,043	−2,282	trim
209	KING LUTHER CAPITAL MANAGEMENT CORP	$2.1M	6,882	+6,882	new
210	PICTON MAHONEY ASSET MANAGEMENT	$2.1M	6,750	+5,655	add
211	EQUITABLE TRUST CO	$2.0M	6,535	−82	trim
212	Ethic Inc.	$2.0M	6,431	+167	add
213	Sequoia Financial Advisors, LLC	$1.8M	6,017	−439	trim
214	Cetera Investment Advisers	$1.8M	5,822	+1,844	add
215	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.8M	5,761	+1,512	add
216	CenterBook Partners LP	$1.7M	5,446	+5,446	new
217	MML INVESTORS SERVICES, LLC	$1.6M	5,299	+1,605	add
218	Advisors Asset Management, Inc.	$1.6M	5,271	+1,422	add
219	HighTower Advisors, LLC	$1.5M	5,042	+302	add
220	STIFEL FINANCIAL CORP	$1.5M	5,015	+550	add
221	ADAGE CAPITAL PARTNERS GP, L.L.C.	$1.5M	5,000	+5,000	new
222	INCEPTIONR LLC	$1.5M	4,900	+4,900	new
223	Havemeyer Place LP	$1.5M	4,877	+1,848	add
224	HANCOCK WHITNEY CORP	$1.5M	4,662	+4,662	new
225	Vestmark Advisory Solutions, Inc.	$1.5M	4,812	+858	add
226	denkapparat Operations GmbH	$1.4M	4,762	+592	add
227	PERRYMAN FINANCIAL ADVISORY INC /AD	$1.4M	4,650	−2,565	trim
228	Callan Family Office, LLC	$1.4M	4,647	+226	add
229	Susquehanna Portfolio Strategies, LLC	$1.4M	4,541	+94	add
230	HSBC HOLDINGS PLC	$1.4M	4,489	−28,625	trim
231	Envestnet Portfolio Solutions, Inc.	$1.3M	4,430	−129	trim
232	QUADRANT CAPITAL GROUP LLC	$1.3M	4,264	+44	add
233	&PARTNERS	$1.3M	4,041	+1,561	add
234	GATEWAY INVESTMENT ADVISERS LLC	$1.3M	4,130	+1,234	add
235	Clark Capital Management Group, Inc.	$1.2M	4,085	+4,085	new
236	Swiss Life Asset Management Ltd	$1.2M	4,072	+828	add
237	DigitalBridge Group, Inc.	$1.2M	4,000	+950	add
238	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.2M	3,983	+1,945	add
239	OSAIC HOLDINGS, INC.	$1.2M	3,967	−270	trim
240	Sivia Capital Partners, LLC	$1.2M	3,860	+2,732	add
241	Sanctuary Advisors, LLC	$1.2M	3,846	−359	trim
242	SHELTON WEALTH MANAGEMENT, LLC	$1.2M	3,809	+102	add
243	Sepio Capital, LP	$1.2M	3,804	+224	add
244	Fragasso Financial Advisors Inc	$1.1M	3,733	+65	add
245	Leonteq Securities AG	$1.1M	3,757	+613	add
246	MEEDER ASSET MANAGEMENT INC	$1.1M	3,659	−16,763	trim
247	VISTA INVESTMENT MANAGEMENT	$1.1M	3,651	+115	add
248	FIRST CITIZENS BANK & TRUST CO	$1.1M	3,636	−162	trim
249	Convergence Investment Partners, LLC	$1.1M	3,594	+3,594	new
250	Prospera Financial Services Inc	$1.1M	3,542	+3,542	new
251	SECURIAN ASSET MANAGEMENT, INC	$1.1M	3,540	+100	add
252	Integrated Quantitative Investments LLC	$1.1M	3,505	+3,505	new
253	Lido Advisors, LLC	$1.0M	3,430	−155	trim
254	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.0M	3,310	−489	trim
255	Atria Investments, Inc	$977K	3,212	+21	add
256	Verdad Advisers, LP	$963K	3,163	+2,473	add
257	Greenland Capital Management LP	$943K	3,100	+3,100	new
258	Tower Research Capital LLC (TRC)	$932K	3,063	−369	trim
259	Abacus Planning Group, Inc.	$925K	3,040	−35	trim
260	First National Advisers, LLC	$917K	3,014	−2,316	trim
261	JACOBS LEVY EQUITY MANAGEMENT, INC	$907K	2,981	+2,981	new
262	WESTPAC BANKING CORP	$895K	2,942	+2,942	new
263	Impact Partnership Wealth, LLC	$884K	2,904	+418	add
264	Curi Capital, LLC	$876K	2,880	−97	trim
265	MIRABELLA FINANCIAL SERVICES LLP	$873K	2,869	+85	add
266	Confluence Wealth Services, Inc.	$854K	2,806	0	no change
267	Tributary Capital Management, LLC	$842K	2,767	−147	trim
268	Focus Partners Advisor Solutions, LLC	$831K	2,730	+1,918	add
269	OPPENHEIMER & CO INC	$816K	2,682	+2,682	new
270	DoubleLine ETF Adviser LP	$813K	2,671	−539	trim
271	US BANCORP \DE\	$784K	2,576	−20	trim
272	Quantbot Technologies LP	$779K	2,560	+1,845	add
273	DIVERSIFY WEALTH MANAGEMENT, LLC	$762K	2,251	+633	add
274	M&T BANK CORP	$757K	2,489	−122	trim
275	Brooklyn Investment Group	$732K	2,405	+1,002	add
276	DnB Asset Management AS	$729K	2,395	+1,696	add
277	Maryland State Retirement & Pension System	$716K	2,352	0	no change
278	Evelyn Partners Investment Management Services Ltd	$674K	2,215	−35	trim
279	AZZAD ASSET MANAGEMENT INC /ADV	$663K	2,178	+507	add
280	Merit Financial Group, LLC	$660K	2,170	−1,630	trim
281	Chicago Partners Investment Group LLC	$660K	1,879	−459	trim
282	CWC Advisors, LLC.	$652K	2,144	−63	trim
283	OSSIAM	$638K	2,096	+2,096	new
284	CHILDRESS CAPITAL ADVISORS, LLC	$630K	2,070	+478	add
285	GREENLEAF TRUST	$628K	2,065	+397	add
286	Compound Planning, Inc.	$628K	2,064	+56	add
287	Summit Trail Advisors, LLC	$589K	1,935	+1,070	add
288	AVIVA PLC	$585K	1,921	+100	add
289	Resonant Capital Advisors, LLC	$580K	1,906	+950	add
290	ProShare Advisors LLC	$576K	1,893	+1	add
291	Savant Capital, LLC	$566K	1,860	+799	add
292	NewEdge Wealth, LLC	$562K	1,848	+199	add
293	RWA WEALTH PARTNERS, LLC	$562K	1,846	+64	add
294	VestGen Advisors, LLC	$562K	1,779	+6	add
295	3Chopt Investment Partners, LLC	$540K	1,776	+84	add
296	Laird Norton Wetherby Trust Company, LLC	$539K	1,771	−30	trim
297	Avior Wealth Management, LLC	$532K	1,749	+1,749	new
298	COLDSTREAM CAPITAL MANAGEMENT INC	$529K	1,737	+265	add
299	Bayview Asset Management, LLC	$527K	1,733	+1,733	new
300	Nicholas Investment Partners, LP	$518K	1,702	+106	add
301	Beacon Pointe Advisors, LLC	$513K	1,687	+1,687	new
302	SEEDS INVESTOR LLC	$512K	1,562	+44	add
303	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$507K	1,667	−221	trim
304	Groupe la Francaise	$506K	1,663	−71	trim
305	JMN Financial LLC	$492K	1,618	—	no prior
306	TD Waterhouse Canada Inc.	$486K	1,591	+1,591	new
307	Baird Financial Group, Inc.	$485K	1,595	+1,595	new
308	GREAT LAKES ADVISORS, LLC	$479K	1,574	−23	trim
309	Scott & Selber, Inc.	$478K	1,570	0	no change
310	Procyon Advisors, LLC	$473K	1,554	+54	add
311	SAPIENT CAPITAL LLC	$472K	1,552	−1,509	trim
312	Sowell Financial Services LLC	$466K	1,530	−5	trim
313	SHELTON CAPITAL MANAGEMENT	$465K	1,528	−75	trim
314	Polymer Capital Management (US) LLC	$463K	1,521	+359	add
315	Steward Partners Investment Advisory, LLC	$461K	1,514	+153	add
316	EXCHANGE TRADED CONCEPTS, LLC	$455K	1,496	+157	add
317	Granite Investment Partners, LLC	$453K	1,489	+167	add
318	CIBC Asset Management Inc	$450K	1,480	0	no change
319	Legacy Capital Wealth Partners, LLC	$438K	1,439	−32	trim
320	Trajan Wealth LLC	$433K	1,423	−7	trim
321	SIGNATUREFD, LLC	$425K	1,397	+36	add
322	HB Wealth Management, LLC	$421K	1,382	−194	trim
323	North Dakota State Investment Board	$420K	1,379	−281	trim
324	Sagewood Asset Management LP	$407K	1,337	+439	add
325	IMC-Chicago, LLC	$406K	1,333	+1,333	new
326	MACKENZIE FINANCIAL CORP	$405K	1,332	−5	trim
327	BROWN ADVISORY INC	$405K	1,331	+312	add
328	MAI Capital Management	$404K	1,329	+905	add
329	Annis Gardner Whiting Capital Advisors, LLC	$400K	1,316	+24	add
330	Family Manage LLC	$394K	1,296	−17,972	trim
331	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$393K	1,293	+1,293	new
332	Sterling Capital Management LLC	$382K	1,254	−881	trim
333	Richwood Investment Advisors, LLC	$379K	1,245	0	no change
334	PRIVATE CLIENT SERVICES, LLC	$378K	1,242	+1,242	new
335	Krilogy Financial LLC	$376K	1,125	−1,033	trim
336	BEACON FINANCIAL GROUP	$370K	1,216	—	no prior
337	Fieldview Capital Management, LLC	$369K	1,214	+1,214	new
338	CITIZENS FINANCIAL GROUP INC/RI	$353K	1,161	+409	add
339	STEPHENS INC /AR/	$352K	1,158	−44	trim
340	CENTERSQUARE INVESTMENT MANAGEMENT LLC	$344K	1,130	+10	add
341	EVERGREEN CAPITAL MANAGEMENT LLC	$343K	1,126	−356	trim
342	ADVISORTRUST PARTNERS, LLC	$342K	1,123	+96	add
343	GLOBEFLEX CAPITAL L P	$340K	1,117	0	no change
344	DAVENPORT & Co LLC	$337K	1,107	+1,107	new
345	COMMONWEALTH EQUITY SERVICES, LLC	$336K	1,104	−36	trim
346	Nemes Rush Group LLC	$335K	1,102	0	no change
347	Camelot Portfolios, LLC	$335K	1,100	−22	trim
348	PRINCIPAL SECURITIES, INC.	$333K	1,094	+1,094	new
349	Meiji Yasuda Asset Management Co Ltd.	$331K	1,089	+6	add
350	Harbour Capital Advisors, LLC	$325K	925	−15	trim
351	Centiva Capital, LP	$323K	1,061	+1,061	new
352	Caprock Group, LLC	$320K	1,053	+1,053	new
353	CSS LLC/IL	$320K	1,052	+390	add
354	PFG Investments, LLC	$320K	1,051	+250	add
355	AFFINITY INVESTMENT ADVISORS, LLC	$315K	1,034	0	no change
356	Integrated Advisors Network LLC	$312K	1,026	−1,836	trim
357	INTRUST BANK NA	$311K	1,022	+23	add
358	Harbor Advisors LLC	$304K	1,000	0	no change
359	BNP Paribas Asset Management Holding S.A.	$295K	969	−67	trim
360	Legato Capital Management LLC	$294K	967	+967	new
361	Ballentine Partners, LLC	$290K	952	+1	add
362	PINNACLE ASSOCIATES LTD	$286K	941	−199	trim
363	Vise Technologies, Inc.	$285K	848	0	no change
364	FRONTIER CAPITAL MANAGEMENT CO LLC	$284K	933	+116	add
365	CATALYST FINANCIAL PARTNERS LLC	$280K	921	+921	new
366	Cordatus Wealth Management LLC	$277K	909	+909	new
367	Meeder Advisory Services, Inc.	$275K	903	+264	add
368	Wealthspire Advisors, LLC	$273K	898	−185	trim
369	Portside Wealth Group, LLC	$271K	890	+67	add
370	NORDEN GROUP LLC	$270K	887	−18	trim
371	Cadent Capital Advisors, LLC	$268K	882	0	no change
372	Diversified Trust Co	$266K	873	+873	new
373	Aprio Wealth Management, LLC	$263K	863	+175	add
374	Net Worth Advisory Group	$262K	863	−124	trim
375	SAGE RHINO CAPITAL LLC	$262K	862	+70	add
376	PROFUND ADVISORS LLC	$261K	858	−100	trim
377	Leelyn Smith, LLC	$258K	849	0	no change
378	Occidental Asset Management, LLC	$257K	846	+846	new
379	Smallwood Wealth Investment Management, LLC	$248K	816	0	no change
380	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$246K	808	+808	new
381	Bridgefront Capital, LLC	$245K	805	+805	new
382	Pine Haven Investment Counsel, Inc	$245K	804	−85	trim
383	Ameritas Advisory Services, LLC	$244K	803	+803	new
384	LEVIN CAPITAL STRATEGIES, L.P.	$243K	800	+800	new
385	NorthCrest Asset Manangement, LLC	$241K	789	−1,622	trim
386	U.S. Capital Wealth Advisors, LLC	$237K	780	−1	trim
387	Aaron Wealth Advisors LLC	$235K	771	+67	add
388	NOMURA ASSET MANAGEMENT CO LTD	$229K	752	+95	add
389	Astoria Portfolio Advisors LLC.	$226K	662	+2	add
390	Plato Investment Management Ltd	$222K	729	0	no change
391	AlphaCore Capital LLC	$221K	727	−450	trim
392	First Affirmative Financial Network	$219K	719	—	no prior
393	JOURNEY STRATEGIC WEALTH LLC	$218K	717	+101	add
394	Allworth Financial LP	$218K	715	−189	trim
395	Pinnacle Wealth Management Advisory Group, LLC	$215K	706	−217	trim
396	COMMERCE BANK	$213K	701	−824	trim
397	GW HENSSLER & ASSOCIATES LTD	$213K	700	0	no change
398	OneDigital Investment Advisors LLC	$212K	696	−405	trim
399	EP Wealth Advisors, LLC	$212K	695	−116	trim
400	COOPER/HAIMS ADVISORS, LLC	$208K	685	0	no change
401	Optas, LLC	$208K	684	+684	new
402	Cambria Investment Management, L.P.	$207K	679	−316	trim
403	Rafferty Asset Management, LLC	$202K	665	−128	trim
404	UMB Bank, n.a.	$161K	528	+38	add
405	Caitlin John, LLC	$156K	512	−317	trim
406	Arax Advisory Partners	$123K	398	+40	add
407	Transamerica Financial Advisors, LLC	$117K	383	+168	add
408	Blue Trust, Inc.	$115K	379	−76	trim
409	AlphaCentric Advisors LLC	$87.0K	286	+286	new
410	Smartleaf Asset Management LLC	$85.5K	288	+5	add
411	ASSETMARK, INC	$84.9K	279	+59	add
412	Bayforest Capital Ltd	$81.9K	269	+106	add
413	MCF Advisors LLC	$76.1K	250	—	no prior
414	BROWN, LISLE/CUMMINGS, INC.	$68.5K	225	0	no change
415	Godfrey Financial Associates, Inc.	$61.2K	201	+3	add
416	Deseret Mutual Benefit Administrators	$61.2K	201	+82	add
417	Parkside Financial Bank & Trust	$51.1K	168	+21	add
418	Manchester Capital Management LLC	$49.9K	164	−7	trim
419	Owl Creek Wealth Partners LLC	$45.3K	149	—	no prior
420	Hilton Head Capital Partners, LLC	$44.4K	146	+42	add
421	CENTRAL TRUST Co	$41.4K	136	0	no change
422	HRT FINANCIAL LP	$34.3K	112,692	+93,324	add
423	Johnson Financial Group, Inc.	$33.2K	109	−221	trim
424	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$32.4K	106,386	0	no change
425	CHILTON CAPITAL MANAGEMENT LLC	$30.4K	100	−33	trim
426	DT Investment Partners, LLC	$26.5K	87	0	no change
427	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$25.7K	84	−3	trim
428	Mitsubishi UFJ Asset Management Co., Ltd.	$25.6K	84	0	no change
429	Aster Capital Management (DIFC) Ltd	$25.0K	101	−1,141	trim
430	CVA Family Office, LLC	$25.0K	82	+76	add
431	SJS Investment Consulting Inc.	$24.0K	79	−8	trim
432	Westside Investment Management, Inc.	$22.6K	74	0	no change
433	Activest Wealth Management	$21.3K	70	−21	trim
434	JFS WEALTH ADVISORS, LLC	$19.5K	64	+3	add
435	BARTLETT & CO. WEALTH MANAGEMENT LLC	$18.9K	60	0	no change
436	Keating Financial Advisory Services, Inc.	$18.9K	62	+2	add
437	Destiny Wealth Partners, LLC	$18.3K	60	+60	new
438	Freestone Grove Partners LP	$18.3K	60	+60	new
439	Intentional Wealth Strategies, LLC	$16.7K	55	—	no prior
440	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$15.8K	51,901	−1,531	trim
441	PRIVATE TRUST CO NA	$15.2K	50	0	no change
442	MATHER GROUP, LLC.	$14.9K	49	+49	new
443	JONES FINANCIAL COMPANIES LLLP	$14.6K	48	0	no change
444	Sapience Investments, LLC	$13.7K	45	−1,943	trim
445	FARMERS & MERCHANTS INVESTMENTS INC	$12.8K	42	0	no change
446	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$12.2K	40	+30	add
447	Sachetta, LLC	$12.2K	40	+15	add
448	Salomon & Ludwin, LLC	$11.9K	39	+38	add
449	JPL Wealth Management, LLC	$11.9K	39	+39	new
450	Clearstead Trust, LLC	$11.6K	38	−4	trim
451	KBC Group NV	$11.1K	36,621	+2,405	add
452	Frazier Financial Advisors, LLC	$11.0K	36	0	no change
453	WealthCollab, LLC	$11.0K	36	+10	add
454	Clearstead Advisors, LLC	$10.0K	33	−868	trim
455	Triumph Capital Management	$10.0K	33	0	no change
456	True Wealth Design, LLC	$10.0K	33	−100	trim
457	MANNING & NAPIER ADVISORS LLC	$9.2K	31	+14	add
458	Private Wealth Management Group, LLC	$9.1K	30	0	no change
459	CANADA LIFE ASSURANCE Co	$8.9K	29,044	+62	add
460	Bell Investment Advisors, Inc	$8.5K	28	−14	trim
461	BROOKFIELD Corp /ON/	$8.2K	27	+27	new
462	Marquette Asset Management, LLC	$8.2K	27	−2	trim
463	Larson Financial Group LLC	$8.2K	27	+26	add
464	ALGERT GLOBAL LLC	$7.8K	25,503	+3,650	add
465	Retirement Wealth Solutions LLC	$7.6K	25	−2	trim
466	TD Capital Management LLC	$7.3K	24	0	no change
467	AMALGAMATED BANK	$6.9K	22,625	+717	add
468	Richardson Capital Management LLC	$6.7K	22	+19	add
469	Pinnacle Wealth Planning Services, Inc.	$6.7K	22	+5	add
470	Olstein Capital Management, L.P.	$6.4K	21,000	+3,500	add
471	Physician Wealth Advisors, Inc.	$6.4K	21	+7	add
472	NATIXIS ADVISORS, LLC	$6.3K	20,805	−110	trim
473	Treasurer of the State of North Carolina	$6.1K	20,194	+431	add
474	Grove Bank & Trust	$6.1K	20	0	no change
475	Dogwood Wealth Management LLC	$5.8K	19	+3	add
476	THRIVENT FINANCIAL FOR LUTHERANS	$5.7K	18,654	−10,241	trim
477	Kemnay Advisory Services Inc.	$5.5K	18	+18	new
478	Heritage Wealth Advisors	$5.5K	18	+18	new
479	United Financial Planning Group LLC	$5.5K	18	+18	new
480	Medallion Wealth Advisors, LLC	$5.5K	18	—	no prior
481	Rialto Wealth Management, LLC	$4.9K	16	+6	add
482	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$4.4K	14,539	0	no change
483	First Eagle Investment Management, LLC	$4.3K	14	+2	add
484	DiNuzzo Private Wealth, Inc.	$3.7K	12	0	no change
485	CHASE INVESTMENT COUNSEL CORP	$3.4K	11,165	+737	add
486	SouthState Bank Corp	$3.0K	10	−14	trim
487	HM PAYSON & CO	$3.0K	10	0	no change
488	Spire Wealth Management	$3.0K	10	−17	trim
489	Vestcor Inc	$2.9K	9,594	+3,093	add
490	WPG Advisers, LLC	$2.7K	9	0	no change
491	Jefferies Financial Group Inc.	$2.4K	8	−1,080	trim
492	SHP Wealth Management	$2.4K	8	+2	add
493	SBI Securities Co., Ltd.	$2.4K	8	0	no change
494	Cromwell Holdings LLC	$2.4K	8	+4	add
495	ACADIAN ASSET MANAGEMENT LLC	$2.4K	7,891	+6,724	add
496	IFM Investors Pty Ltd	$2.1K	7	+7	new
497	Signature Equity Partners, LLC	$1.8K	6	+6	new
498	RMG Wealth Management LLC	$1.6K	5	+5	new
499	Financial Network Wealth Advisors LLC	$1.5K	5	—	no prior
500	HFM Investment Advisors, LLC	$1.5K	5	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 · JLL

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 $26.0M held
Trimming: 1 Bridgewater Associates $2.8M held

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

Merged timeline of congressional filings and notable-manager moves on JLL
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+49,553 sh
2026-05-15	Bridgewater Associates 13F	trim	−884 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

6 members of Congress disclosed JLL — the congressional view ↗