Who holds KEYticker 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 ↗

KEYCORP · COM · quarter ended 2026-03-31 · 14 members disclosed KEY ↗

732

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

$17.4B

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

377

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 KEY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BANK OF NOVA SCOTIA	$3.3B	162,996,326	+900,951	add
2	BlackRock, Inc.	$1.8B	88,722,677	−5,372,533	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	65,881,386	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	51,485,072	—	no prior
5	STATE STREET CORP	$945M	47,130,435	+998,231	add
6	FMR LLC	$937M	46,734,944	+4,259,261	add
7	GEODE CAPITAL MANAGEMENT, LLC	$508M	25,425,295	+1,441,605	add
8	Invesco Ltd.	$386M	19,235,463	−1,331,721	trim
9	WELLINGTON MANAGEMENT GROUP LLP	$344M	17,164,007	−4,948,651	trim
10	MORGAN STANLEY	$281M	14,000,430	−730,386	trim
11	North Reef Capital Management LP	$254M	12,650,000	+12,650,000	new
12	Capital World Investors	$245M	12,239,826	−8,787,645	trim
13	VICTORY CAPITAL MANAGEMENT INC	$238M	11,852,674	+3,877,786	add
14	DIMENSIONAL FUND ADVISORS LP	$215M	10,715,272	+28,499	add
15	NORTHERN TRUST CORP	$201M	10,043,084	−24,963	trim
16	DEUTSCHE BANK AG\	$200M	9,952,548	+1,692,794	add
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$186M	9,297,267	+264,804	add
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$163M	8,137,940	+547,231	add
19	AQR CAPITAL MANAGEMENT LLC	$156M	7,874,172	+710,321	add
20	HoldCo Asset Management, LP	$150M	7,456,484	0	no change
21	UBS Group AG	$138M	6,877,823	+136,976	add
22	BALYASNY ASSET MANAGEMENT L.P.	$130M	6,480,359	+6,462,516	add
23	DIAMOND HILL CAPITAL MANAGEMENT INC	$126M	6,265,374	−4,447,150	trim
24	BANK OF AMERICA CORP /DE/	$114M	5,670,251	−973,591	trim
25	Legal & General Group Plc	$113M	5,639,077	−33,569	trim
26	Bank of New York Mellon Corp	$110M	5,493,277	−109,360	trim
27	TWO SIGMA INVESTMENTS, LP	$109M	5,448,874	−3,285,652	trim
28	VANGUARD FIDUCIARY TRUST CO	$108M	5,391,901	—	no prior
29	WESTFIELD CAPITAL MANAGEMENT CO LP	$104M	5,193,334	+1,153,037	add
30	ROYAL BANK OF CANADA	$103M	5,140,288	+366,673	add
31	BARCLAYS PLC	$100M	5,003,965	−656,327	trim
32	PANAGORA ASSET MANAGEMENT INC	$93.1M	4,641,479	+1,274,741	add
33	Artemis Investment Management LLP	$78.3M	3,903,285	+1,191,631	add
34	Prana Capital Management, LP	$78.1M	3,897,550	+490,163	add
35	Freestone Grove Partners LP	$77.4M	3,858,175	+2,340,337	add
36	Amundi	$71.4M	3,561,798	+1,864,743	add
37	FULLER & THALER ASSET MANAGEMENT, INC.	$67.7M	3,376,891	−23,435,869	trim
38	Qube Research & Technologies Ltd	$64.5M	3,217,335	+1,859,713	add
39	Longaeva Partners L.P.	$59.6M	2,972,970	+2,972,970	new
40	FIRST TRUST ADVISORS LP	$59.2M	2,951,487	+1,280,125	add
41	BANK OF MONTREAL /CAN/	$58.0M	2,891,492	−69,812	trim
42	JANE STREET GROUP, LLC	$54.1M	2,699,906	−3,017,917	trim
43	CITADEL ADVISORS LLC	$53.4M	2,664,552	−2,569,024	trim
44	Nuveen, LLC	$53.0M	2,645,369	+530,342	add
45	Eurizon Capital SGR S.p.A.	$50.0M	2,509,221	−4,793,224	trim
46	Assenagon Asset Management S.A.	$48.7M	2,426,699	+2,384,093	add
47	Swiss Life Asset Management Ltd	$47.8M	2,384,334	+97,129	add
48	WELLS FARGO & COMPANY/MN	$46.8M	2,334,875	+1,060,216	add
49	Korea Investment CORP	$45.6M	2,273,334	+1,154,417	add
50	Mitsubishi UFJ Asset Management Co., Ltd.	$42.8M	2,132,869	+177,805	add
51	Vanguard Global Advisers, LLC	$42.2M	2,102,951	—	no prior
52	HSBC HOLDINGS PLC	$41.5M	2,068,641	−2,329,825	trim
53	Sumitomo Mitsui Trust Group, Inc.	$40.5M	2,021,953	−18,341	trim
54	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$38.7M	1,928,421	−54,552	trim
55	MILLENNIUM MANAGEMENT LLC	$38.2M	1,904,360	+165,842	add
56	VANGUARD ASSET MANAGEMENT, Ltd	$38.1M	1,900,941	—	no prior
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$35.4M	1,766,616	+78,529	add
58	PRIMECAP MANAGEMENT CO/CA/	$34.1M	1,699,430	0	no change
59	Alyeska Investment Group, L.P.	$33.8M	1,684,013	+1,684,013	new
60	Retirement Systems of Alabama	$33.5M	1,672,509	+1,474,883	add
61	PZENA INVESTMENT MANAGEMENT LLC	$33.3M	1,658,905	+14,336	add
62	AMERIPRISE FINANCIAL INC	$32.6M	1,625,138	−335,759	trim
63	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$31.2M	1,556,745	+1,556,745	new
64	RAYMOND JAMES FINANCIAL INC	$31.0M	1,566,084	−440,144	trim
65	FRANKLIN RESOURCES INC	$30.0M	1,494,839	−13,642,432	trim
66	AE Wealth Management LLC	$28.7M	1,431,619	+329,906	add
67	SCHRODER INVESTMENT MANAGEMENT GROUP	$28.7M	1,478,279	−135,191	trim
68	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$28.5M	1,419,549	+358,995	add
69	ALPS ADVISORS INC	$27.9M	1,393,802	+179,633	add
70	ALLIANCEBERNSTEIN L.P.	$24.6M	1,191,841	−220,269	trim
71	Ceredex Value Advisors LLC	$23.7M	1,181,042	−1,256,321	trim
72	Quantinno Capital Management LP	$23.0M	1,147,526	+410,841	add
73	Focus Partners Wealth	$22.9M	1,139,964	+44,279	add
74	Kestra Advisory Services, LLC	$22.6M	1,128,653	+42,326	add
75	CITIGROUP INC	$22.5M	1,120,839	−785,828	trim
76	Jain Global LLC	$21.7M	1,083,096	+885,683	add
77	PRINCIPAL FINANCIAL GROUP INC	$21.2M	1,055,274	+15,249	add
78	D. E. Shaw & Co., Inc.	$20.3M	1,014,564	−1,039,482	trim
79	Bridgewater Associates, LP	$19.4M	965,716	−378,710	trim
80	TEACHER RETIREMENT SYSTEM OF TEXAS	$19.4M	965,632	+934,714	add
81	Man Group plc	$19.3M	962,459	+187,634	add
82	Clearstead Advisors, LLC	$19.2M	958,835	−19,159	trim
83	Gradient Investments LLC	$19.1M	950,316	+52,753	add
84	Cerity Partners LLC	$17.9M	893,770	+462,313	add
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$17.6M	878,174	0	no change
86	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$17.6M	876,976	+840,252	add
87	NATIXIS	$17.5M	874,559	+153,176	add
88	ADAGE CAPITAL PARTNERS GP, L.L.C.	$16.8M	836,069	−3,600	trim
89	Beck Bode, LLC	$16.7M	835,333	+835,333	new
90	Schonfeld Strategic Advisors LLC	$16.4M	818,958	−195,576	trim
91	SAPIENT CAPITAL LLC	$16.2M	808,382	−232,629	trim
92	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$16.2M	805,891	+805,891	new
93	AVIVA PLC	$16.0M	796,611	+19,586	add
94	LPL Financial LLC	$16.0M	796,345	−55,761	trim
95	Aberdeen Group plc	$14.2M	709,536	+18,402	add
96	VOYA INVESTMENT MANAGEMENT LLC	$14.1M	704,500	+519,363	add
97	Trexquant Investment LP	$13.9M	695,138	−1,177,561	trim
98	Polar Asset Management Partners Inc.	$13.3M	661,736	−14,064	trim
99	MACKENZIE FINANCIAL CORP	$12.8M	636,507	−117,999	trim
100	NATIONAL BANK OF CANADA /FI/	$12.5M	625,644	+293,832	add
101	National Pension Service	$12.3M	614,211	+614,211	new
102	Mubadala Investment Co PJSC	$12.0M	599,896	+599,896	new
103	Corient Private Wealth LLC	$11.4M	573,355	−217,790	trim
104	STATE OF WISCONSIN INVESTMENT BOARD	$11.3M	565,364	+14,465	add
105	Brookstone Capital Management	$11.3M	562,625	−49,708	trim
106	NEW YORK STATE COMMON RETIREMENT FUND	$10.8M	539,159	−10,500	trim
107	Swedbank AB	$10.7M	531,198	+17,935	add
108	AMERICAN CENTURY COMPANIES INC	$10.6M	529,570	−56,766	trim
109	Pictet Asset Management Holding SA	$10.5M	523,013	−45,331	trim
110	DANSKE BANK A/S	$9.8M	489,219	−28,812	trim
111	Verition Fund Management LLC	$9.8M	487,419	−662,274	trim
112	STIFEL FINANCIAL CORP	$9.7M	482,646	−97,285	trim
113	Asset Advisory Group, Inc.	$9.6M	480,272	−5,248	trim
114	APG Asset Management N.V.	$9.4M	541,808	−14,518	trim
115	Vanguard Investments Australia, Ltd.	$9.4M	468,912	—	no prior
116	Chevy Chase Trust Holdings, LLC	$9.3M	461,626	−9,364	trim
117	BW Gestao de Investimentos Ltda.	$9.2M	456,944	+456,944	new
118	PRUDENTIAL FINANCIAL INC	$9.1M	452,899	−366,401	trim
119	Wealthfront Advisers LLC	$8.6M	428,971	+23,475	add
120	Mariner, LLC	$8.4M	421,268	+103,619	add
121	SEI INVESTMENTS CO	$8.4M	421,181	+183,651	add
122	Universal- Beteiligungs- und Servicegesellschaft mbH	$8.1M	406,134	+19,337	add
123	Point72 Asset Management, L.P.	$8.0M	400,709	−890,864	trim
124	Asset Management One Co., Ltd.	$7.8M	388,600	+17,216	add
125	Mitsubishi UFJ Trust & Banking Corp	$7.8M	388,424	−9,698	trim
126	Walleye Capital LLC	$7.6M	379,395	−401,536	trim
127	Tredje AP-fonden	$7.6M	379,215	+214,673	add
128	MACQUARIE GROUP LTD	$7.6M	379,137	+3,122	add
129	RENAISSANCE TECHNOLOGIES LLC	$7.6M	376,651	−3,904,500	trim
130	TORONTO DOMINION BANK	$7.5M	372,696	−36,666	trim
131	Zurcher Kantonalbank (Zurich Cantonalbank)	$7.4M	369,883	+369,883	new
132	NEW ENGLAND ASSET MANAGEMENT INC	$7.4M	368,490	0	no change
133	Creative Planning	$7.2M	360,283	+115,799	add
134	Weiss Asset Management LP	$7.0M	351,100	+351,100	new
135	KLP KAPITALFORVALTNING AS	$6.9M	343,862	0	no change
136	TD ASSET MANAGEMENT INC	$6.8M	338,812	−8,825	trim
137	BNP Paribas Asset Management Holding S.A.	$6.8M	338,169	−802,246	trim
138	Engineers Gate Manager LP	$6.8M	336,844	+66,580	add
139	LBP AM SA	$6.7M	334,762	−269,673	trim
140	NOMURA ASSET MANAGEMENT CO LTD	$6.7M	332,275	+342	add
141	ENVESTNET ASSET MANAGEMENT INC	$6.5M	321,911	−273,796	trim
142	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.4M	321,413	+217,400	add
143	Capital International, Inc./CA/	$6.3M	314,825	−190,782	trim
144	ROYAL LONDON ASSET MANAGEMENT LTD	$6.1M	304,292	+10,728	add
145	Ethic Inc.	$6.1M	303,353	+3,813	add
146	CREDIT AGRICOLE S A	$6.1M	302,498	−208,486	trim
147	Cetera Investment Advisers	$5.9M	294,397	−9,383	trim
148	Interval Partners, LP	$5.9M	294,169	−895,652	trim
149	Resona Asset Management Co.,Ltd.	$5.9M	295,245	−564	trim
150	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$5.9M	292,456	+44,426	add
151	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$5.8M	291,068	−3,799	trim
152	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$5.5M	275,913	+161,473	add
153	SEB Asset Management AB	$5.4M	269,690	—	no prior
154	Catherine Avery Investment Management LLC	$5.4M	268,094	+77,035	add
155	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.3M	266,527	+29,944	add
156	COMMONWEALTH EQUITY SERVICES, LLC	$5.3M	264,799	−16,281	trim
157	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.3M	264,028	+1,600	add
158	ProShare Advisors LLC	$5.3M	263,893	+65,455	add
159	CIBC Bancorp USA Inc.	$5.2M	259,280	—	no prior
160	Czech National Bank	$5.1M	255,199	+10,240	add
161	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.1M	252,702	+11,947	add
162	Arizona State Retirement System	$5.0M	250,921	−4,797	trim
163	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$5.0M	250,820	+250,820	new
164	&PARTNERS	$5.0M	248,033	+59,055	add
165	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.0M	255,087	+50,094	add
166	Rockefeller Capital Management L.P.	$4.9M	244,671	+15,103	add
167	CIBC WORLD MARKET INC.	$4.7M	236,663	+108,736	add
168	ExodusPoint Capital Management, LP	$4.7M	234,026	−156,814	trim
169	FIFTH THIRD BANCORP	$4.6M	229,967	+145,950	add
170	Jefferies Financial Group Inc.	$4.6M	229,261	+8,738	add
171	Rafferty Asset Management, LLC	$4.6M	227,812	−75,354	trim
172	CIBC Asset Management Inc	$4.6M	227,764	+4,563	add
173	NISA INVESTMENT ADVISORS, LLC	$4.5M	226,475	+477	add
174	Concurrent Investment Advisors, LLC	$4.5M	224,119	+38,753	add
175	HighTower Advisors, LLC	$4.4M	219,087	−74,882	trim
176	MetLife Investment Management, LLC	$4.4M	218,727	−4,246	trim
177	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.4M	218,277	+2,191	add
178	IEQ CAPITAL, LLC	$4.4M	217,163	+59,985	add
179	Pathstone Holdings, LLC	$4.3M	214,813	+12,915	add
180	Donoghue Forlines LLC	$4.3M	214,760	+142,282	add
181	State of New Jersey Common Pension Fund D	$4.3M	214,389	+56,358	add
182	IFM Investors Pty Ltd	$4.3M	213,357	+24,488	add
183	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$4.2M	207,320	−1,558,412	trim
184	Mirae Asset Global Investments Co., Ltd.	$4.0M	201,964	+34,737	add
185	DnB Asset Management AS	$3.9M	194,029	−282,804	trim
186	Legato Capital Management LLC	$3.7M	185,000	+65,700	add
187	Wealthcare Advisory Partners LLC	$3.7M	184,454	+1,497	add
188	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.7M	183,274	−445	trim
189	Woodline Partners LP	$3.7M	182,988	+24,431	add
190	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.7M	182,494	+601	add
191	US BANCORP \DE\	$3.6M	180,661	+215	add
192	MALTESE CAPITAL MANAGEMENT LLC	$3.6M	179,869	−5,131	trim
193	KLCM Advisors, Inc.	$3.5M	175,445	+32,947	add
194	CAISSE DES DEPOTS ET CONSIGNATIONS	$3.5M	174,047	+52,822	add
195	MERCER GLOBAL ADVISORS INC /ADV	$3.4M	170,431	+28,763	add
196	Vanguard Personalized Indexing Management, LLC	$3.3M	164,371	+9,868	add
197	TRILLIUM ASSET MANAGEMENT, LLC	$3.3M	148,098	+148,098	new
198	CWM, LLC	$3.2M	161,904	+31,168	add
199	NEOS Investment Management LLC	$3.2M	161,047	+7,498	add
200	XPONANCE LLC	$3.2M	159,880	−194,933	trim
201	Daiwa Securities Group Inc.	$3.2M	157,843	+7,090	add
202	OSAIC HOLDINGS, INC.	$3.2M	157,817	−21,454	trim
203	D L CARLSON INVESTMENT GROUP INC	$3.1M	154,636	+4,254	add
204	Allianz Asset Management GmbH	$3.1M	154,544	+108,402	add
205	Cinctive Capital Management LP	$3.0M	151,728	−274,831	trim
206	Utah Retirement Systems	$3.0M	150,131	−5,826	trim
207	Lighthouse Investment Partners, LLC	$3.0M	149,469	−445,112	trim
208	Brevan Howard Capital Management LP	$2.7M	135,708	−425,872	trim
209	Rakuten Investment Management, Inc.	$2.7M	138,366	+16,029	add
210	COZAD ASSET MANAGEMENT INC	$2.6M	131,089	−881	trim
211	ICON ADVISERS INC/CO	$2.6M	131,000	0	no change
212	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.6M	130,335	+2,772	add
213	D.A. DAVIDSON & CO.	$2.6M	128,860	+6,934	add
214	USS Investment Management Ltd	$2.6M	128,284	+6,976	add
215	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.6M	127,222	−37,828	trim
216	MFG WEALTH MANAGEMENT, INC.	$2.5M	126,628	−26,239	trim
217	Venture Visionary Partners LLC	$2.5M	122,922	−7,085	trim
218	Rodgers Brothers Inc.	$2.5M	122,750	+122,750	new
219	GUGGENHEIM CAPITAL LLC	$2.4M	121,289	+68,748	add
220	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.4M	121,026	+4,165	add
221	Morningstar Investment Management LLC	$2.4M	120,607	+8,785	add
222	Vident Advisory, LLC	$2.4M	118,738	+94,473	add
223	Federation des caisses Desjardins du Quebec	$2.3M	115,107	+10,316	add
224	Walleye Trading LLC	$2.3M	115,207	+84,438	add
225	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$2.3M	114,897	+13,712	add
226	COMMERCE BANK	$2.3M	114,591	+9,287	add
227	Merit Financial Group, LLC	$2.3M	112,638	+22,196	add
228	Sequoia Financial Advisors, LLC	$2.2M	108,801	+12,769	add
229	Summit Trail Advisors, LLC	$2.2M	108,138	+31,633	add
230	Vinva Investment Management Ltd	$2.2M	111,615	0	no change
231	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.2M	107,291	+1,000	add
232	Farringdon Capital, Ltd.	$2.1M	105,373	+105,373	new
233	Ensign Peak Advisors, Inc	$2.1M	104,495	+42,726	add
234	Andra AP-fonden	$2.1M	103,539	−53,761	trim
235	Janus Henderson Group Ltd.	$2.1M	103,215	+32,150	add
236	YOUSIF CAPITAL MANAGEMENT, LLC	$2.1M	103,019	−3,501	trim
237	Dana Investment Advisors, Inc.	$2.0M	101,249	−1,063	trim
238	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.0M	99,673	−82	trim
239	TOCQUEVILLE ASSET MANAGEMENT L.P.	$2.0M	98,589	−152	trim
240	NORDEA INVESTMENT MANAGEMENT AB	$2.0M	99,687	−5,112	trim
241	OP Asset Management Ltd	$2.0M	97,814	—	no prior
242	Avanza Fonder AB	$1.9M	97,055	0	no change
243	Private Advisor Group, LLC	$1.9M	95,200	−6,790	trim
244	Valmark Advisers, Inc.	$1.8M	91,477	0	no change
245	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.8M	90,570	+4,066	add
246	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.8M	89,922	+9,376	add
247	ASSETMARK, INC	$1.8M	89,367	+7,653	add
248	Palouse Capital Management, Inc.	$1.8M	89,343	−71,964	trim
249	Tidal Investments LLC	$1.8M	88,947	+38,050	add
250	Aster Capital Management (DIFC) Ltd	$1.8M	110,150	+99,386	add
251	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.7M	86,300	0	no change
252	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.7M	86,107	+86,107	new
253	Moors & Cabot, Inc.	$1.7M	83,966	−2,617	trim
254	Fisher Asset Management, LLC	$1.7M	83,829	−8,370	trim
255	Osmosis Investment Management UK Ltd	$1.7M	83,129	−109,158	trim
256	XTX Topco Ltd	$1.7M	82,381	−92,311	trim
257	ASR Vermogensbeheer N.V.	$1.6M	81,389	+3,765	add
258	Generali Asset Management SPA SGR	$1.6M	79,748	+72,744	add
259	Diversified Trust Co	$1.6M	79,511	+79,511	new
260	Mattson Financial Services, LLC	$1.6M	77,962	+2,191	add
261	TWO SIGMA SECURITIES, LLC	$1.6M	77,495	+77,495	new
262	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$1.5M	77,100	+77,100	new
263	B. Metzler seel. Sohn & Co. AG	$1.5M	76,770	−1,320	trim
264	TOUNJIAN ADVISORY PARTNERS, LLC	$1.5M	76,528	+7,916	add
265	Machina Capital S.A.S.	$1.5M	74,987	+74,987	new
266	Integrated Quantitative Investments LLC	$1.5M	72,899	+61,860	add
267	INTECH INVESTMENT MANAGEMENT LLC	$1.4M	71,859	+23,169	add
268	NewEdge Advisors, LLC	$1.4M	71,615	−34,822	trim
269	Arvest Bank Trust Division	$1.4M	70,325	+919	add
270	EVERGREEN CAPITAL MANAGEMENT LLC	$1.4M	68,914	+2,116	add
271	TRUIST FINANCIAL CORP	$1.4M	68,599	−6,685	trim
272	Waterford Advisors, LLC	$1.4M	69,833	−14,119	trim
273	Wealthstar Advisors, LLC	$1.3M	66,897	+66,897	new
274	Parallax Volatility Advisers, L.P.	$1.3M	60,301	+28,864	add
275	Investment Management Corp of Ontario	$1.3M	66,087	+3,000	add
276	Pine Valley Investments Ltd Liability Co	$1.3M	65,097	+3,983	add
277	CAXTON ASSOCIATES LLP	$1.3M	64,022	−7,084	trim
278	MAI Capital Management	$1.3M	63,670	+20,750	add
279	Orion Porfolio Solutions, LLC	$1.3M	63,572	−5,071	trim
280	EQUITABLE TRUST CO	$1.3M	63,517	−1,003	trim
281	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.3M	62,486	+62,486	new
282	Apollon Wealth Management, LLC	$1.2M	62,237	+16,274	add
283	HENNESSY ADVISORS INC	$1.2M	62,000	+42,000	add
284	TRUE Private Wealth Advisors	$1.2M	59,779	−90	trim
285	Meeder Advisory Services, Inc.	$1.2M	59,727	+719	add
286	MCDONALD PARTNERS LLC	$1.2M	62,530	+2,610	add
287	GROUPAMA ASSET MANAGMENT	$1.2M	58,465	+29,467	add
288	Patriot Financial Group Insurance Agency, LLC	$1.1M	56,924	+56,924	new
289	Norinchukin Bank, The	$1.1M	56,862	+312	add
290	MIZUHO SECURITIES USA LLC	$1.1M	56,648	−10,994	trim
291	Register Financial Advisors LLC	$1.1M	55,413	+4,128	add
292	SummitTX Capital, L.P.	$1.1M	54,604	+54,604	new
293	Crossmark Global Holdings, Inc.	$1.1M	54,289	—	no prior
294	Lombard Odier Asset Management (Switzerland) SA	$1.1M	54,200	+54,200	new
295	Harrington Investments, INC	$1.1M	54,191	+3,400	add
296	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.1M	54,023	+2,237	add
297	HARTFORD INVESTMENT MANAGEMENT CO	$1.1M	53,459	+744	add
298	Centennial Wealth Advisory LLC	$1.1M	53,191	+8,205	add
299	Sivia Capital Partners, LLC	$1.0M	51,356	+51,356	new
300	Allspring Global Investments Holdings, LLC	$1.0M	50,567	+3,246	add
301	Elevated Capital Advisors, LLC	$1.0M	50,403	+2,471	add
302	Drucker Wealth 3.0, LLC	$999K	49,807	+6,134	add
303	Stratos Wealth Partners, LTD.	$988K	49,296	−3,063	trim
304	iSAM Funds (UK) Ltd	$980K	48,880	−165,207	trim
305	ABN AMRO INVESTMENT SOLUTIONS	$980K	48,872	+1,287	add
306	Ascent Group, LLC	$975K	48,613	+3,607	add
307	Maryland State Retirement & Pension System	$969K	48,308	0	no change
308	Candriam S.C.A.	$968K	48,301	+6,309	add
309	ARVEST INVESTMENTS, INC.	$968K	48,257	−1,042	trim
310	ALERUS FINANCIAL NA	$966K	48,194	+46,076	add
311	Chesley Taft & Associates LLC	$956K	47,692	−3,800	trim
312	Neo Ivy Capital Management	$949K	47,311	−37,373	trim
313	BLAIR WILLIAM & CO/IL	$946K	47,158	+14,557	add
314	DEMMING FINANCIAL SERVICES CORP /ADV	$944K	47,071	+5	add
315	HB Wealth Management, LLC	$943K	47,033	+3,673	add
316	Illinois Municipal Retirement Fund	$936K	46,692	+46,692	new
317	OMERS ADMINISTRATION Corp	$935K	46,632	+13,448	add
318	WASHINGTON CAPITAL MANAGEMENT, INC	$931K	46,410	−37,400	trim
319	Royal Fund Management, LLC	$928K	46,300	+46,300	new
320	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$919K	45,824	+45,824	new
321	M&T BANK CORP	$917K	45,758	+1,959	add
322	Carnegie Investment Counsel	$909K	45,315	−33,827	trim
323	TOKIO MARINE ASSET MANAGEMENT CO LTD	$905K	45,139	+2,868	add
324	GLENMEDE TRUST CO NA	$900K	44,867	−1,217	trim
325	PEAK6 LLC	$891K	44,437	+44,437	new
326	BRADLEY FOSTER & SARGENT INC/CT	$886K	44,180	−20	trim
327	GREENWOOD CAPITAL ASSOCIATES LLC	$879K	43,854	−55,535	trim
328	Fieldview Capital Management, LLC	$870K	43,375	+43,375	new
329	ING GROEP NV	$865K	43,129	−321	trim
330	AG2R LA MONDIALE GESTION D'ACTIFS	$854K	42,579	+42,579	new
331	SALZHAUER MICHAEL	$838K	201,914	+146,300	add
332	Oak Thistle LLC	$834K	41,580	−126,214	trim
333	Empowered Funds, LLC	$824K	41,099	+41,099	new
334	Frank, Rimerman Advisors LLC	$823K	41,039	+52	add
335	Y-Intercept (Hong Kong) Ltd	$819K	40,847	−232,841	trim
336	Intrua Financial, LLC	$805K	40,162	−2,592	trim
337	Buckland Partners Management Co LLC	$802K	40,000	0	no change
338	RITHOLTZ WEALTH MANAGEMENT	$784K	39,124	+39,124	new
339	Auxano Advisors, LLC	$778K	38,808	−351	trim
340	MUFG Securities EMEA plc	$767K	38,253	0	no change
341	Focus Partners Advisor Solutions, LLC	$765K	38,143	−1,801	trim
342	Sanctuary Advisors, LLC	$759K	37,838	+5,306	add
343	MML INVESTORS SERVICES, LLC	$753K	37,577	−12,301	trim
344	FLPUTNAM INVESTMENT MANAGEMENT CO	$748K	37,330	+23,116	add
345	Curi Capital, LLC	$744K	37,129	+634	add
346	Fort Sheridan Advisors LLC	$742K	37,000	0	no change
347	TRUST CO OF TOLEDO NA /OH/	$740K	36,927	+20	add
348	Annis Gardner Whiting Capital Advisors, LLC	$740K	36,914	+836	add
349	Proactive Wealth Strategies LLC	$737K	36,741	+18,563	add
350	Invst, LLC	$736K	36,712	+36,712	new
351	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$726K	36,202	−544	trim
352	COLDSTREAM CAPITAL MANAGEMENT INC	$722K	35,993	+5,716	add
353	1ST SOURCE BANK	$711K	35,460	−500	trim
354	Avior Wealth Management, LLC	$703K	35,077	+2,905	add
355	Magnetar Financial LLC	$696K	35,900	+35,900	new
356	Saudi Central Bank	$683K	34,070	+34,070	new
357	Nordwand Advisors, LLC	$682K	34,000	0	no change
358	Brown Financial Advisors	$675K	33,647	+3,963	add
359	Compound Planning, Inc.	$656K	32,729	−525	trim
360	Empirical Finance, LLC	$651K	32,472	−62	trim
361	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$650K	32,493	+556	add
362	OXFORD ASSET MANAGEMENT LLP	$647K	32,260	+32,260	new
363	PRUDENTIAL PLC	$643K	32,080	0	no change
364	Essex Financial Services, Inc.	$640K	31,915	−122	trim
365	MGO ONE SEVEN LLC	$636K	31,720	−2,445	trim
366	CM WEALTH ADVISORS LLC	$628K	31,324	0	no change
367	Sterling Capital Management LLC	$624K	31,133	−24,929	trim
368	FIDUCIARY TRUST CO	$617K	30,768	+5,763	add
369	Legacy Capital Group California, Inc.	$615K	30,670	−3,467	trim
370	HOLDERNESS INVESTMENTS CO	$609K	30,397	−552	trim
371	GATEWAY INVESTMENT ADVISERS LLC	$608K	30,323	−465,638	trim
372	CHOREO, LLC	$606K	30,201	−22,597	trim
373	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$601K	29,983	+300	add
374	BENJAMIN EDWARDS INC	$601K	29,975	+497	add
375	Steward Partners Investment Advisory, LLC	$600K	29,929	+1,137	add
376	Smartleaf Asset Management LLC	$593K	30,565	−2,139	trim
377	OneAscent Financial Services LLC	$591K	29,462	−490	trim
378	MIRABELLA FINANCIAL SERVICES LLP	$590K	29,419	−29,560	trim
379	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$577K	28,761	+181	add
380	Aquatic Capital Management LLC	$576K	28,729	+28,729	new
381	INCEPTIONR LLC	$570K	28,442	+28,442	new
382	QUADRANT CAPITAL GROUP LLC	$567K	28,296	+833	add
383	MUFG SECURITIES AMERICAS INC.	$565K	28,178	+986	add
384	Voleon Capital Management LP	$562K	28,042	+28,042	new
385	Institute for Wealth Management, LLC.	$556K	27,746	−106	trim
386	Hartford Financial Management Inc.	$553K	27,563	0	no change
387	North Dakota State Investment Board	$548K	27,331	−5,110	trim
388	Dakota Wealth Management	$534K	26,619	−150	trim
389	NORDEN GROUP LLC	$534K	26,612	+1,805	add
390	Baird Financial Group, Inc.	$532K	26,552	+26,552	new
391	Metis Global Partners, LLC	$528K	26,346	−3,201	trim
392	Teza Capital Management LLC	$523K	26,093	+4,797	add
393	Callan Family Office, LLC	$523K	26,083	+744	add
394	Empire Financial Management Company, LLC	$522K	26,026	0	no change
395	Laird Norton Wetherby Trust Company, LLC	$516K	25,745	+31	add
396	Dai-ichi Life Insurance Company, Ltd	$510K	25,437	−12,563	trim
397	REGIONS FINANCIAL CORP	$510K	25,423	−12,283	trim
398	SECURIAN ASSET MANAGEMENT, INC	$510K	25,420	+160	add
399	Consilium Wealth Advisory, LLC	$508K	25,327	+25,327	new
400	Squarepoint Ops LLC	$499K	24,909	−271,392	trim
401	Bryn Mawr Trust Advisors, LLC	$499K	24,877	+9,614	add
402	Banque Cantonale Vaudoise	$496K	24,690	+19,535	add
403	Vontobel Holding Ltd.	$490K	24,433	−84	trim
404	NOMURA HOLDINGS INC	$490K	24,427	−1,711	trim
405	Arax Advisory Partners	$486K	24,261	+19,437	add
406	Bleakley Financial Group, LLC	$485K	24,191	+583	add
407	New England Research & Management, Inc.	$480K	23,925	+13,525	add
408	Wedmont Private Capital	$480K	22,529	+4,602	add
409	SMART Wealth LLC	$476K	23,762	+23,762	new
410	Tempo Wealth, LLC	$476K	23,727	+936	add
411	DAYMARK WEALTH PARTNERS, LLC	$467K	23,316	+3,464	add
412	Baader Bank Aktiengesellschaft	$465K	23,179	+23,179	new
413	E. Ohman J:or Asset Management AB	$463K	23,108	0	no change
414	International Private Wealth Advisors LLC	$458K	22,863	+3,338	add
415	Pflug Koory, LLC	$457K	22,780	0	no change
416	WAYCROSS PARTNERS, LLC	$456K	22,731	0	no change
417	Signal Advisors Wealth, LLC	$455K	22,711	+120	add
418	Prosperity Consulting Group, LLC	$452K	22,566	+3,175	add
419	JOHNSON INVESTMENT COUNSEL INC	$449K	22,385	+204	add
420	Copley Financial Group, Inc.	$444K	22,168	−1,403	trim
421	Dorsey & Whitney Trust CO LLC	$440K	21,949	+1,043	add
422	World Investment Advisors	$432K	21,529	−852	trim
423	B. Riley Wealth Advisors, Inc.	$428K	22,055	−611	trim
424	HANCOCK WHITNEY CORP	$421K	19,036	−46	trim
425	Vise Technologies, Inc.	$416K	20,158	0	no change
426	Kingsview Wealth Management, LLC	$413K	20,611	−15	trim
427	Gotham Asset Management, LLC	$403K	20,099	+1,844	add
428	Bull Harbor Capital LLC	$393K	19,586	—	no prior
429	Meiji Yasuda Life Insurance Co	$389K	19,381	−4,200	trim
430	Accurate Wealth Management, LLC	$383K	17,858	+2,193	add
431	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$378K	18,866	−4,902	trim
432	Portfolio Design Labs, LLC	$376K	18,763	−1,715	trim
433	Ballentine Partners, LLC	$372K	18,547	+105	add
434	Savant Capital, LLC	$370K	18,473	+3,567	add
435	Elo Mutual Pension Insurance Co	$370K	18,460	+18,460	new
436	PINNACLE ASSOCIATES LTD	$370K	18,440	−1,059	trim
437	Bouchey Financial Group, Ltd.	$369K	17,029	−316	trim
438	SAX WEALTH ADVISORS, LLC	$366K	17,753	0	no change
439	Shakespeare Wealth Management, LLC	$363K	18,121	0	no change
440	ABC ARBITRAGE SA	$361K	17,990	+17,990	new
441	Mayflower Financial Advisors, LLC	$361K	17,989	+108	add
442	Future Financial Wealth Managment LLC	$360K	16,700	0	no change
443	FORTRESS FINANCIAL GROUP, LLC	$352K	17,566	−43	trim
444	TEMA ETFS LLC	$352K	17,547	+91	add
445	GeoWealth Management, LLC	$348K	17,358	+17,358	new
446	Summit Financial, LLC	$342K	17,066	+847	add
447	KEYBANK NATIONAL ASSOCIATION/OH	$341K	17,031	+17,031	new
448	LYNCH & ASSOCIATES/IN	$340K	16,975	−500	trim
449	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$339K	16,920	−4,000	trim
450	Sowell Financial Services LLC	$338K	16,874	+188	add
451	Abel Hall, LLC	$336K	16,755	+16,755	new
452	UMB Bank, n.a.	$335K	16,717	+555	add
453	PARK NATIONAL CORP /OH/	$332K	16,556	+964	add
454	STOREBRAND ASSET MANAGEMENT AS	$326K	16,269	—	no prior
455	CALDWELL SUTTER CAPITAL, INC.	$319K	15,903	−322	trim
456	Beacon Pointe Advisors, LLC	$314K	15,673	−7,129	trim
457	Tower Research Capital LLC (TRC)	$314K	15,667	−59,161	trim
458	Quarry LP	$311K	15,501	+7,882	add
459	EVOLVE PRIVATE WEALTH, LLC	$310K	15,480	−1,005	trim
460	Chicago Partners Investment Group LLC	$304K	13,775	+164	add
461	Kohmann Bosshard Financial Services, LLC	$300K	14,979	−2,000	trim
462	Waverly Advisors, LLC	$299K	14,899	+1,215	add
463	FOUNDERS CAPITAL MANAGEMENT, LLC	$298K	14,857	0	no change
464	OPPENHEIMER & CO INC	$297K	14,825	+1	add
465	Systematic Alpha Investments, LLC	$293K	14,601	0	no change
466	NWAM LLC	$285K	14,216	−372	trim
467	LAZARD ASSET MANAGEMENT LLC	$282K	14,058	0	no change
468	Post Resch Tallon Group Inc.	$279K	13,746	−165	trim
469	Lansforsakringar Fondforvaltning AB (publ)	$279K	13,926	+1,453	add
470	CVA Family Office, LLC	$277K	13,833	+1,033	add
471	Atria Investments, Inc	$277K	13,832	−409	trim
472	Wilmington Savings Fund Society, FSB	$277K	13,800	0	no change
473	Modern Wealth Management, LLC	$276K	13,592	+1,821	add
474	Impact Partnership Wealth, LLC	$276K	13,783	+13,783	new
475	Ascentis Independent Advisors	$275K	13,731	+15	add
476	WEALTH EFFECTS LLC	$275K	13,714	0	no change
477	Equitable Holdings, Inc.	$275K	13,326	−215	trim
478	Cornerstone Wealth Management, LLC	$274K	13,670	−612	trim
479	WINTON GROUP Ltd	$274K	13,660	+3,899	add
480	Retireful, LLC	$273K	13,628	+745	add
481	Kuhn & Co Investment Counsel	$273K	13,620	0	no change
482	Pinnacle Wealth Planning Services, Inc.	$269K	13,405	+165	add
483	Pallas Capital Advisors LLC	$266K	13,289	−7,061	trim
484	Siemens Fonds Invest GmbH	$262K	13,072	0	no change
485	Krilogy Financial LLC	$262K	12,093	−2,168	trim
486	NorthCrest Asset Manangement, LLC	$261K	12,755	−19,648	trim
487	Mutual Advisors, LLC	$261K	13,006	−16	trim
488	Cherokee Insurance Co	$261K	13,000	0	no change
489	PROFUND ADVISORS LLC	$260K	12,991	−2,559	trim
490	PATTON FUND MANAGEMENT, INC.	$258K	12,859	+1,123	add
491	Fifth Third Wealth Advisors LLC	$257K	12,798	+2,083	add
492	Paragon Capital Management Ltd	$255K	12,722	−540	trim
493	MATHER GROUP, LLC.	$253K	12,636	+1,480	add
494	CARRET ASSET MANAGEMENT, LLC	$253K	12,635	0	no change
495	Soltis Investment Advisors LLC	$252K	12,571	+1,028	add
496	PCM Encore, LLC	$251K	12,502	+322	add
497	EQUITY INVESTMENT CORP	$250K	12,491	−360	trim
498	Allworth Financial LP	$249K	12,436	+4,371	add
499	Manchester Capital Management LLC	$249K	12,435	+468	add
500	Clear Creek Financial Management, LLC	$244K	12,184	+12,184	new

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

Congress ↔ notable managers · KEY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 3 Alan Armstrong R–OK, Julie Johnson D–TX-32, Tommy Tuberville R–AL $3K–$45K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $403K held
Trimming: 2 Bridgewater Associates, Caxton Associates $20.6M held

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

Merged timeline of congressional filings and notable-manager moves on KEY
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+1,844 sh
2026-05-15	Bridgewater Associates 13F	trim	−378,710 sh
2026-05-14	Caxton Associates 13F	trim	−7,084 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed KEY — the congressional view ↗