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 ↗

KROGER CO · common stock · Q1 2026 · 26 members disclosed KR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,102 holders are listed, largest first: 1,102
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $34.5B
holders whose share count rose or who opened the position (new + add), by shares: 500
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 121

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 KR ranked by reported value, 1–25 of 1,102 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.8B	53,118,358	−1,127,559	TRIM
2	BERKSHIRE HATHAWAY INC	$3.6B	50,000,000	0	NO CHANGE
3	VANGUARD CAPITAL MANAGEMENT LLC	$2.6B	36,423,947	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.3B	31,655,062	—	NO PRIOR
5	STATE STREET CORP	$2.2B	30,450,904	−1,536,547	TRIM
6	WELLINGTON MANAGEMENT GROUP LLP	$1.7B	23,470,023	+3,401,534	ADD
7	GEODE CAPITAL MANAGEMENT, LLC	$1.2B	15,981,614	−243,504	TRIM
8	FRANKLIN RESOURCES INC	$1.1B	15,221,187	+13,366,528	ADD
9	FMR LLC	$1.0B	13,845,076	−1,321,402	TRIM
10	GQG Partners LLC	$922M	12,737,042	−661,030	TRIM
11	MORGAN STANLEY	$910M	12,569,448	+2,439,254	ADD
12	DIMENSIONAL FUND ADVISORS LP	$890M	12,296,026	+53,625	ADD
13	NORTHERN TRUST CORP	$465M	6,422,534	−129,305	TRIM
14	NORDEA INVESTMENT MANAGEMENT AB	$458M	6,333,792	+1,128,805	ADD
15	BANK OF AMERICA CORP /DE/	$437M	6,041,028	+876,168	ADD
16	Invesco Ltd.	$432M	5,968,231	−848,009	TRIM
17	Legal & General Group Plc	$382M	5,274,967	+229,222	ADD
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$380M	5,244,813	−831,329	TRIM
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$345M	4,771,881	+3,652	ADD
20	AQR CAPITAL MANAGEMENT LLC	$345M	4,764,352	+1,170,492	ADD
21	AMERIPRISE FINANCIAL INC	$317M	4,360,293	+867,701	ADD
22	Bank of New York Mellon Corp	$281M	3,878,550	−261,677	TRIM
23	UBS Group AG	$249M	3,437,171	+381,481	ADD
24	Amundi	$241M	3,332,191	+506,776	ADD
25	VANGUARD FIDUCIARY TRUST CO	$236M	3,266,670	—	NO PRIOR

Show the top 500 of 1,102 holders

13F holders of KR ranked by reported value, 26–500 of 1,102 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	RAYMOND JAMES FINANCIAL INC	$183M	2,531,830	−230,642	TRIM
27	ROYAL BANK OF CANADA	$171M	2,363,819	−584,500	TRIM
28	Allianz Asset Management GmbH	$166M	2,294,581	−2,359,369	TRIM
29	STATE OF MICHIGAN RETIREMENT SYSTEM	$165M	2,285,087	+892,500	ADD
30	AMERICAN CENTURY COMPANIES INC	$164M	2,268,331	+3,711	ADD
31	BARCLAYS PLC	$162M	2,242,022	−323,247	TRIM
32	DEUTSCHE BANK AG\	$154M	2,131,872	−17,965	TRIM
33	Holocene Advisors, LP	$152M	2,098,523	+2,098,523	NEW
34	Robeco Institutional Asset Management B.V.	$131M	1,807,151	−271,476	TRIM
35	Swiss National Bank	$128M	1,764,500	+39,300	ADD
36	Swedbank AB	$114M	1,576,007	+1,169,373	ADD
37	Sumitomo Mitsui Trust Group, Inc.	$105M	1,446,910	−102,069	TRIM
38	River Road Asset Management, LLC	$105M	1,444,473	−316,682	TRIM
39	Ensign Peak Advisors, Inc	$104M	1,443,343	−419,793	TRIM
40	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$104M	1,439,089	+1,439,089	NEW
41	National Pension Service	$104M	1,437,296	+1,437,296	NEW
42	Vanguard Global Advisers, LLC	$102M	1,410,433	—	NO PRIOR
43	Mitsubishi UFJ Asset Management Co., Ltd.	$96.1M	1,328,437	+40,851	ADD
44	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$94.6M	1,307,504	−327,858	TRIM
45	SEI INVESTMENTS CO	$93.7M	1,294,289	+23,157	ADD
46	BNP Paribas Asset Management Holding S.A.	$92.0M	1,271,793	−396,718	TRIM
47	Nuveen, LLC	$91.8M	1,268,761	−14,543	TRIM
48	HSBC HOLDINGS PLC	$89.3M	1,233,679	−1,326,903	TRIM
49	SCHRODER INVESTMENT MANAGEMENT GROUP	$89.0M	1,230,198	+79,525	ADD
50	CITIGROUP INC	$88.2M	1,218,523	−369,686	TRIM
51	VANGUARD ASSET MANAGEMENT, Ltd	$86.7M	1,198,626	—	NO PRIOR
52	WELLS FARGO & COMPANY/MN	$80.1M	1,107,068	−36,665	TRIM
53	TODD ASSET MANAGEMENT LLC	$73.7M	1,018,987	−24,907	TRIM
54	BANK OF MONTREAL /CAN/	$69.8M	965,281	−50,802	TRIM
55	Universal- Beteiligungs- und Servicegesellschaft mbH	$68.8M	951,066	+56,849	ADD
56	VICTORY CAPITAL MANAGEMENT INC	$58.5M	808,780	−256,050	TRIM
57	Birch Hill Investment Advisors LLC	$57.3M	792,549	−490	TRIM
58	ENVESTNET ASSET MANAGEMENT INC	$54.6M	754,081	−49,546	TRIM
59	Mitsubishi UFJ Trust & Banking Corp	$53.8M	743,078	−169,033	TRIM
60	PRINCIPAL FINANCIAL GROUP INC	$53.7M	741,658	−43,399	TRIM
61	Connor, Clark & Lunn Investment Management Ltd.	$52.7M	728,142	−73,099	TRIM
62	LPL Financial LLC	$51.3M	709,519	+436	ADD
63	D. E. Shaw & Co., Inc.	$49.0M	676,576	−71,101	TRIM
64	CITADEL ADVISORS LLC	$47.5M	655,844	+507,714	ADD
65	PFA Pension, Forsikringsaktieselskab	$47.2M	652,321	+652,321	NEW
66	PRUDENTIAL FINANCIAL INC	$45.8M	633,578	−818,048	TRIM
67	STIFEL FINANCIAL CORP	$44.9M	620,927	−31	TRIM
68	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$44.1M	609,484	+335,238	ADD
69	Quantinno Capital Management LP	$43.4M	599,833	−48,313	TRIM
70	FEDERATED HERMES, INC.	$42.9M	593,510	+33,298	ADD
71	ALLIANCEBERNSTEIN L.P.	$42.5M	680,155	−38,688	TRIM
72	Korea Investment CORP	$42.4M	586,103	+140,335	ADD
73	CANADA PENSION PLAN INVESTMENT BOARD	$42.2M	583,071	−8,203	TRIM
74	NATIONAL BANK OF CANADA /FI/	$42.0M	580,538	−276,014	TRIM
75	JUPITER ASSET MANAGEMENT LTD	$41.2M	570,042	+570,042	NEW
76	TEACHER RETIREMENT SYSTEM OF TEXAS	$40.8M	564,312	+131,570	ADD
77	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$40.4M	558,033	+205,150	ADD
78	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$37.7M	521,229	−17,728	TRIM
79	AVIVA PLC	$37.3M	515,108	+11,951	ADD
80	Zurcher Kantonalbank (Zurich Cantonalbank)	$36.8M	508,998	+508,998	NEW
81	Tidal Investments LLC	$35.2M	486,076	−17,532	TRIM
82	CONNING INC.	$35.1M	485,483	−21,976	TRIM
83	Illinois Municipal Retirement Fund	$34.8M	480,933	−66,118	TRIM
84	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$33.6M	464,878	+310,018	ADD
85	MACKENZIE FINANCIAL CORP	$33.0M	456,598	−340,238	TRIM
86	MERCER GLOBAL ADVISORS INC /ADV	$32.0M	442,323	−3,049	TRIM
87	COMMONWEALTH EQUITY SERVICES, LLC	$31.4M	433,703	−19,920	TRIM
88	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$29.8M	411,289	+51,819	ADD
89	Aberdeen Group plc	$29.4M	405,997	−8,590	TRIM
90	Cerity Partners LLC	$29.1M	401,702	−9,021	TRIM
91	MARTINGALE ASSET MANAGEMENT L P	$28.8M	397,381	−8,577	TRIM
92	Pictet Asset Management Holding SA	$28.6M	395,540	+53,578	ADD
93	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$28.0M	386,612	−275,256	TRIM
94	Corient Private Wealth LLC	$27.6M	381,784	−335,514	TRIM
95	DnB Asset Management AS	$26.5M	366,467	+243,002	ADD
96	Asset Management One Co., Ltd.	$26.2M	361,815	−17,964	TRIM
97	M&G Plc	$25.2M	349,465	+2,510	ADD
98	STATE OF WISCONSIN INVESTMENT BOARD	$24.8M	343,177	−9,889	TRIM
99	AUXIER ASSET MANAGEMENT LLC	$24.6M	340,137	−16,825	TRIM
100	BANK OF NOVA SCOTIA	$24.6M	339,278	+232,899	ADD
101	MILLENNIUM MANAGEMENT LLC	$24.4M	336,583	−428,696	TRIM
102	Richard C. Young & CO., LTD.	$24.3M	336,098	+73,342	ADD
103	ROYAL LONDON ASSET MANAGEMENT LTD	$23.4M	322,872	−1,774	TRIM
104	Verition Fund Management LLC	$23.3M	321,345	+222,751	ADD
105	Tredje AP-fonden	$22.8M	314,874	−637,905	TRIM
106	Cetera Investment Advisers	$22.5M	311,154	−66,152	TRIM
107	WINTON GROUP Ltd	$22.2M	306,925	+257,134	ADD
108	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$22.1M	305,422	−43,702	TRIM
109	Vanguard Investments Australia, Ltd.	$21.7M	299,319	—	NO PRIOR
110	Chevy Chase Trust Holdings, LLC	$20.8M	286,827	−22,304	TRIM
111	NOMURA ASSET MANAGEMENT CO LTD	$20.7M	285,952	+3,422	ADD
112	Creative Planning	$20.3M	280,441	+36,767	ADD
113	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$20.3M	280,141	+57,782	ADD
114	Resona Asset Management Co.,Ltd.	$20.2M	278,067	−8,717	TRIM
115	US BANCORP \DE\	$20.1M	278,326	−215,012	TRIM
116	Distillate Capital Partners LLC	$20.0M	277,002	+355	ADD
117	APG Asset Management N.V.	$19.4M	309,375	−2,895	TRIM
118	Kesler, Norman & Wride, LLC	$19.2M	264,882	0	NO CHANGE
119	Moran Wealth Management, LLC	$18.6M	256,577	−739	TRIM
120	Livforsakringsbolaget Skandia, Omsesidigt	$18.6M	256,586	+23,200	ADD
121	ADAGE CAPITAL PARTNERS GP, L.L.C.	$17.8M	246,600	−192,800	TRIM
122	BECKER CAPITAL MANAGEMENT INC	$17.3M	239,300	−16,886	TRIM
123	Trexquant Investment LP	$17.1M	235,712	+235,712	NEW
124	Banco Santander, S.A.	$16.9M	234,102	+11,484	ADD
125	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$16.9M	233,734	−7,487	TRIM
126	HighTower Advisors, LLC	$16.8M	232,577	+1,365	ADD
127	Empowered Funds, LLC	$16.1M	222,499	+222,499	NEW
128	Baird Financial Group, Inc.	$15.9M	220,353	+220,353	NEW
129	STOREBRAND ASSET MANAGEMENT AS	$15.6M	216,155	—	NO PRIOR
130	Susquehanna Portfolio Strategies, LLC	$15.5M	213,931	−525,781	TRIM
131	Wealthfront Advisers LLC	$15.4M	212,892	+43,888	ADD
132	TD ASSET MANAGEMENT INC	$15.4M	212,479	−20,633	TRIM
133	Man Group plc	$15.3M	212,107	−346,398	TRIM
134	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$15.3M	218,150	−305,772	TRIM
135	Focus Partners Wealth	$15.2M	210,987	+1,607	ADD
136	Calamos Advisors LLC	$15.2M	209,976	+3,192	ADD
137	Investment Management Corp of Ontario	$15.0M	206,663	+104,507	ADD
138	American Assets Investment Management, LLC	$14.9M	206,150	0	NO CHANGE
139	State of New Jersey Common Pension Fund D	$14.9M	205,955	−7,672	TRIM
140	Bridgewater Associates, LP	$14.8M	204,085	−24,775	TRIM
141	Townsend & Associates, Inc	$14.6M	214,437	+7,423	ADD
142	ZEVIN ASSET MANAGEMENT LLC	$14.1M	195,102	+4,619	ADD
143	Assenagon Asset Management S.A.	$14.1M	194,948	−12,981	TRIM
144	Daiwa Securities Group Inc.	$13.8M	191,185	+1,015	ADD
145	Ledyard National Bank	$13.8M	190,334	−3,039	TRIM
146	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$13.5M	187,238	+187,238	NEW
147	TD Waterhouse Canada Inc.	$13.5M	191,131	+15,751	ADD
148	Aware Super Pty Ltd as trustee of Aware Super	$13.4M	185,356	—	NO PRIOR
149	QRG CAPITAL MANAGEMENT, INC.	$13.4M	185,211	+3,681	ADD
150	Buck Wealth Strategies, LLC	$13.4M	184,801	+7,053	ADD
151	INTECH INVESTMENT MANAGEMENT LLC	$13.4M	184,525	−70,308	TRIM
152	Eurizon Capital SGR S.p.A.	$13.3M	183,495	+50,364	ADD
153	Walleye Capital LLC	$12.9M	178,790	+133,131	ADD
154	Federation des caisses Desjardins du Quebec	$12.9M	178,430	+8,913	ADD
155	Gotham Asset Management, LLC	$12.9M	178,262	−241,802	TRIM
156	TRUIST FINANCIAL CORP	$12.7M	175,832	−9,677	TRIM
157	ASR Vermogensbeheer N.V.	$12.7M	175,074	+2,980	ADD
158	CUTLER INVESTMENT COUNSEL LLC	$12.7M	174,996	−2,489	TRIM
159	GLENMEDE TRUST CO NA	$12.6M	174,190	−15,275	TRIM
160	FIRST TRUST ADVISORS LP	$12.5M	173,307	−190,677	TRIM
161	TORONTO DOMINION BANK	$12.5M	172,967	−180,763	TRIM
162	JOHNSON INVESTMENT COUNSEL INC	$12.3M	170,419	−11,304	TRIM
163	Grantham, Mayo, Van Otterloo & Co. LLC	$12.1M	167,761	−14,199	TRIM
164	Empower Advisory Group, LLC	$12.0M	166,290	−24,165	TRIM
165	Arizona State Retirement System	$11.9M	164,770	−12,219	TRIM
166	GW HENSSLER & ASSOCIATES LTD	$11.8M	163,202	+155,962	ADD
167	Miramar Capital, LLC	$11.5M	159,551	+27,974	ADD
168	Czech National Bank	$11.5M	158,565	−2,194	TRIM
169	CIBC Asset Management Inc	$11.2M	154,689	−4,521	TRIM
170	CIBC Bancorp USA Inc.	$11.0M	152,481	—	NO PRIOR
171	MEYER HANDELMAN CO	$11.0M	152,207	+12,726	ADD
172	FIFTH THIRD BANCORP	$10.9M	150,602	+83,563	ADD
173	MONARCH CAPITAL MANAGEMENT INC	$10.8M	149,082	+217	ADD
174	Weiss Asset Management LP	$10.8M	148,595	+126,456	ADD
175	ALTRINSIC GLOBAL ADVISORS LLC	$10.6M	146,606	−7,828	TRIM
176	OSAIC HOLDINGS, INC.	$10.4M	143,087	−4,894	TRIM
177	Uncommon Cents Investing LLC	$10.2M	141,478	+320	ADD
178	&PARTNERS	$10.2M	140,083	+2,399	ADD
179	Northwest & Ethical Investments L.P.	$10.0M	138,699	−3,084	TRIM
180	Te Ahumairangi Investment Management Ltd	$9.9M	136,419	−7,833	TRIM
181	MetLife Investment Management, LLC	$9.8M	136,014	−10,079	TRIM
182	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$9.8M	135,624	−6,187	TRIM
183	AIA Group Ltd	$9.8M	135,500	+15,100	ADD
184	Cambridge Financial Group, Inc.	$9.8M	134,917	+2,812	ADD
185	Vanguard Personalized Indexing Management, LLC	$9.7M	134,200	+3,812	ADD
186	XPONANCE LLC	$9.6M	132,573	+21,316	ADD
187	Waverly Advisors, LLC	$9.4M	130,057	+640	ADD
188	Mirae Asset Global Investments Co., Ltd.	$9.4M	130,027	−17,642	TRIM
189	Pathstone Holdings, LLC	$9.1M	125,333	+3,957	ADD
190	ADVOCATE GROUP LLC	$9.0M	124,962	−2,116	TRIM
191	Retirement Systems of Alabama	$8.9M	123,640	−6,056	TRIM
192	Vinva Investment Management Ltd	$8.9M	120,102	−171,949	TRIM
193	VOYA INVESTMENT MANAGEMENT LLC	$8.8M	122,251	−9,775	TRIM
194	IFM Investors Pty Ltd	$8.7M	119,562	+9,975	ADD
195	Swiss Life Asset Management Ltd	$8.3M	114,416	−66,089	TRIM
196	KWMG, LLC	$8.3M	114,364	+3,292	ADD
197	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$8.2M	113,671	−274,800	TRIM
198	BURNEY CO/	$8.2M	113,312	−11,472	TRIM
199	WORLDQUANT MILLENNIUM ADVISORS LLC	$8.1M	112,281	−663,847	TRIM
200	Steward Partners Investment Advisory, LLC	$8.1M	111,619	+24,075	ADD
201	NatWest Group plc	$8.1M	111,607	+4,395	ADD
202	Kestra Advisory Services, LLC	$8.0M	111,084	−29,413	TRIM
203	BLAIR WILLIAM & CO/IL	$7.9M	109,214	−30,181	TRIM
204	Sanctuary Advisors, LLC	$7.8M	108,072	+34,755	ADD
205	ProShare Advisors LLC	$7.8M	107,695	−28,556	TRIM
206	Orion Porfolio Solutions, LLC	$7.7M	105,976	−11,650	TRIM
207	MACQUARIE GROUP LTD	$7.7M	105,762	−44,562	TRIM
208	Providence Capital Advisors, LLC	$7.6M	104,800	+104,800	NEW
209	Palmer Knight Co	$7.6M	104,788	+2,311	ADD
210	SteelPeak Wealth, LLC	$7.5M	103,286	+35,102	ADD
211	Advanced Asset Management Advisors Inc	$7.4M	102,500	0	NO CHANGE
212	USS Investment Management Ltd	$7.4M	102,241	0	NO CHANGE
213	FIL Ltd	$7.3M	100,707	+97,704	ADD
214	BARTLETT & CO. WEALTH MANAGEMENT LLC	$7.3M	107,623	−1,850	TRIM
215	Berger Financial Group, Inc	$7.2M	99,961	+99,961	NEW
216	EVERGREEN CAPITAL MANAGEMENT LLC	$7.0M	97,255	+72,863	ADD
217	Twin Tree Management, LP	$7.0M	96,645	+96,645	NEW
218	Dupree Financial Group, LLC	$7.0M	96,567	−509	TRIM
219	Empirical Finance, LLC	$7.0M	96,062	−60	TRIM
220	MAI Capital Management	$6.9M	95,662	+2,044	ADD
221	Squarepoint Ops LLC	$6.9M	95,089	+78,842	ADD
222	Utah Retirement Systems	$6.8M	94,408	−5,804	TRIM
223	Candriam S.C.A.	$6.8M	93,634	+17,075	ADD
224	PUBLIC SECTOR PENSION INVESTMENT BOARD	$6.6M	91,295	+14,745	ADD
225	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.6M	90,548	+1,245	ADD
226	Caprock Group, LLC	$6.5M	90,149	+5,244	ADD
227	DAYMARK WEALTH PARTNERS, LLC	$6.5M	89,771	−1,076	TRIM
228	Beverly Hills Private Wealth, LLC	$6.5M	89,570	+1,862	ADD
229	Dai-ichi Life Insurance Company, Ltd	$6.5M	89,248	−8,246	TRIM
230	Rakuten Investment Management, Inc.	$6.4M	87,355	+6,312	ADD
231	Sumitomo Mitsui DS Asset Management Company, Ltd	$6.4M	88,879	+1,095	ADD
232	NEOS Investment Management LLC	$6.3M	87,706	−29,836	TRIM
233	Janus Henderson Group Ltd.	$6.3M	87,153	+51,308	ADD
234	SPRING CAPITAL MANAGEMENT, LLC	$6.3M	86,789	+744	ADD
235	FLPUTNAM INVESTMENT MANAGEMENT CO	$6.3M	86,708	+11,940	ADD
236	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.3M	86,699	−2,000	TRIM
237	Parcion Private Wealth LLC	$6.2M	85,328	−2,339	TRIM
238	TWO SIGMA INVESTMENTS, LP	$6.1M	84,970	−1,136,146	TRIM
239	Summit Trail Advisors, LLC	$6.1M	83,695	+5,588	ADD
240	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$6.0M	82,879	−28,745	TRIM
241	Arjuna Capital	$6.0M	82,723	+901	ADD
242	Lifeworks Advisors, LLC	$6.0M	82,371	+69,215	ADD
243	YOUSIF CAPITAL MANAGEMENT, LLC	$5.8M	80,304	−6,150	TRIM
244	Mariner, LLC	$5.7M	79,203	−448,565	TRIM
245	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$5.7M	79,095	+5,169	ADD
246	Elgethun Capital Management	$5.7M	78,402	−986	TRIM
247	MANNING & NAPIER ADVISORS LLC	$5.6M	76,516	−2,582	TRIM
248	NISSAY ASSET MANAGEMENT CORP /JAPAN	$5.6M	77,468	−2,470	TRIM
249	Dana Investment Advisors, Inc.	$5.4M	74,970	−312,121	TRIM
250	Avanza Fonder AB	$5.2M	71,914	−7,245	TRIM
251	CREDIT AGRICOLE S A	$5.2M	71,194	−93,987	TRIM
252	Howard Capital Management, LLC	$5.1M	70,311	−2,131	TRIM
253	VISTA INVESTMENT PARTNERS LLC	$5.1M	70,096	+2,060	ADD
254	Avior Wealth Management, LLC	$5.0M	69,231	+1,440	ADD
255	B. Metzler seel. Sohn & Co. AG	$5.0M	68,709	−410	TRIM
256	Mediolanum International Funds Ltd	$4.9M	66,677	−5,284	TRIM
257	ALTA CAPITAL MANAGEMENT LLC/	$4.9M	67,613	+18,593	ADD
258	Ethic Inc.	$4.9M	67,437	+4,191	ADD
259	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$4.8M	66,978	−1,783,550	TRIM
260	Baker Ellis Asset Management LLC	$4.8M	66,850	−150	TRIM
261	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.8M	66,719	−3,100	TRIM
262	JENSEN INVESTMENT MANAGEMENT INC	$4.8M	66,270	−13,970	TRIM
263	Joseph Group Capital Management	$4.8M	65,734	+367	ADD
264	MML INVESTORS SERVICES, LLC	$4.7M	65,393	−17,043	TRIM
265	OP Asset Management Ltd	$4.7M	64,836	—	NO PRIOR
266	SCS Capital Management LLC	$4.6M	64,245	−26,588	TRIM
267	Hennion & Walsh Asset Management, Inc.	$4.6M	63,861	+19,666	ADD
268	FOURPATH CAPITAL MANAGEMENT, LLC	$4.6M	63,743	−255	TRIM
269	NewEdge Advisors, LLC	$4.5M	62,692	+62,692	NEW
270	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.5M	61,950	−3,536	TRIM
271	GLOBALT Investments LLC / GA	$4.5M	61,522	−17,331	TRIM
272	PINNACLE ASSOCIATES LTD	$4.4M	61,028	−344	TRIM
273	PLATINUM INVESTMENT MANAGEMENT LTD	$4.4M	60,743	−5,923	TRIM
274	Qsemble Capital Management, LP	$4.4M	60,637	+60,637	NEW
275	CWM, LLC	$4.4M	60,232	−4,556	TRIM
276	Linden Thomas Advisory Services, LLC	$4.4M	60,173	+2,497	ADD
277	M&T BANK CORP	$4.2M	57,360	−6,461	TRIM
278	Insight Wealth Strategies, LLC	$4.1M	56,125	+1,575	ADD
279	Seneca House Advisors	$4.1M	56,019	+2,763	ADD
280	Sowell Financial Services LLC	$4.0M	55,860	+4,261	ADD
281	Resonant Capital Advisors, LLC	$4.0M	55,775	+536	ADD
282	WESTPAC BANKING CORP	$4.0M	55,471	+19,804	ADD
283	UniSuper Management Pty Ltd	$4.0M	55,292	−5,868	TRIM
284	COLDSTREAM CAPITAL MANAGEMENT INC	$4.0M	55,229	+9,870	ADD
285	apricus wealth, LLC	$4.0M	54,650	+1,405	ADD
286	FOUNDATIONS INVESTMENT ADVISORS, LLC	$4.0M	54,644	−18,136	TRIM
287	GWN SECURITIES INC.	$3.9M	54,120	−1,990	TRIM
288	Prospera Financial Services Inc	$3.9M	53,947	−476	TRIM
289	L2 Asset Management, LLC	$3.9M	53,725	+47,432	ADD
290	EVOLVE PRIVATE WEALTH, LLC	$3.9M	53,301	−1,111	TRIM
291	BOCHK Asset Management Ltd	$3.8M	53,000	+53,000	NEW
292	Crossmark Global Holdings, Inc.	$3.8M	52,550	—	NO PRIOR
293	Royal Fund Management, LLC	$3.7M	50,500	+23,400	ADD
294	MARIETTA INVESTMENT PARTNERS LLC	$3.6M	50,416	−1,265	TRIM
295	MONEY CONCEPTS CAPITAL CORP	$3.6M	50,190	+1,577	ADD
296	Sequoia Financial Advisors, LLC	$3.6M	49,208	+7,866	ADD
297	Y-Intercept (Hong Kong) Ltd	$3.6M	49,143	+49,143	NEW
298	Rockefeller Capital Management L.P.	$3.5M	49,017	−134,303	TRIM
299	Merit Financial Group, LLC	$3.5M	48,858	+3,993	ADD
300	NAVELLIER & ASSOCIATES INC	$3.5M	48,645	−1,582	TRIM
301	Arvest Bank Trust Division	$3.4M	46,784	+46,784	NEW
302	Laird Norton Wetherby Trust Company, LLC	$3.4M	46,771	−863	TRIM
303	Marshall Financial Group, LLC	$3.4M	46,452	+1,052	ADD
304	Cypress Capital, LLC	$3.4M	46,308	−454	TRIM
305	SGL Investment Advisors, Inc.	$3.3M	51,344	−630	TRIM
306	VISTA INVESTMENT PARTNERS II, LLC	$3.3M	45,641	+587	ADD
307	Callan Family Office, LLC	$3.3M	45,359	−975	TRIM
308	FULLER & THALER ASSET MANAGEMENT, INC.	$3.3M	45,343	−41,043	TRIM
309	RITHOLTZ WEALTH MANAGEMENT	$3.3M	45,264	+7,328	ADD
310	Horrell Capital Management, Inc.	$3.2M	44,674	−3,986	TRIM
311	Mengis Capital Management, Inc.	$3.2M	44,557	0	NO CHANGE
312	Jefferies Financial Group Inc.	$3.2M	44,451	−579	TRIM
313	Lombard Odier Asset Management (Switzerland) SA	$3.2M	44,150	+18,300	ADD
314	MONETA GROUP INVESTMENT ADVISORS LLC	$3.2M	43,986	−3,437	TRIM
315	Finivi Inc.	$3.2M	43,829	+4,469	ADD
316	NOMURA HOLDINGS INC	$3.1M	43,077	−318,482	TRIM
317	OLD NATIONAL BANCORP /IN/	$3.1M	42,948	−84,984	TRIM
318	GUGGENHEIM CAPITAL LLC	$3.1M	42,722	+17,076	ADD
319	Game Creek Capital, LP	$3.0M	42,125	−2,000	TRIM
320	CHOREO, LLC	$3.0M	42,080	−2,025	TRIM
321	NATIXIS	$3.0M	41,753	−23,786	TRIM
322	Bank OZK	$3.0M	41,715	+3,568	ADD
323	Family Manage LLC	$3.0M	41,632	−29,775	TRIM
324	AE Wealth Management LLC	$2.9M	40,284	−7,009	TRIM
325	Midwest Trust Co	$2.9M	39,638	+132	ADD
326	Allworth Financial LP	$2.8M	39,261	+1,375	ADD
327	COMMERCE BANK	$2.8M	39,067	+4,365	ADD
328	JANE STREET GROUP, LLC	$2.8M	38,788	−42,405	TRIM
329	Rafferty Asset Management, LLC	$2.8M	38,332	−18,691	TRIM
330	Alaethes Wealth, LLC	$2.8M	38,201	+236	ADD
331	TWIN CAPITAL MANAGEMENT INC	$2.7M	37,697	+101	ADD
332	Railway Pension Investments Ltd	$2.7M	37,110	0	NO CHANGE
333	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.6M	36,584	−87,517	TRIM
334	NAPLES GLOBAL ADVISORS, LLC	$2.6M	36,269	+254	ADD
335	Great Lakes Retirement, Inc.	$2.6M	35,979	−1,123	TRIM
336	BAHL & GAYNOR INC	$2.6M	35,412	−200	TRIM
337	True North Advisors, LLC	$2.6M	35,319	−2,170	TRIM
338	MIZUHO SECURITIES USA LLC	$2.5M	35,198	−9,194	TRIM
339	OMERS ADMINISTRATION Corp	$2.5M	34,971	+6,377	ADD
340	Independent Advisor Alliance	$2.5M	34,643	−282	TRIM
341	Vectors Research Management, LLC	$2.5M	34,303	+255	ADD
342	Norinchukin Bank, The	$2.5M	34,299	−1,423	TRIM
343	Fideuram Asset Management (Ireland) dac	$2.5M	39,092	−18,571	TRIM
344	Acropolis Investment Management, LLC	$2.4M	33,819	−432	TRIM
345	Banque Cantonale Vaudoise	$2.4M	33,555	−3,179	TRIM
346	HARTFORD INVESTMENT MANAGEMENT CO	$2.4M	33,221	−2,082	TRIM
347	FIDELIS CAPITAL PARTNERS, LLC	$2.4M	33,128	+3,147	ADD
348	Vident Advisory, LLC	$2.4M	32,985	+6,165	ADD
349	Octavia Wealth Advisors, LLC	$2.4M	32,930	−464	TRIM
350	EP Wealth Advisors, LLC	$2.4M	32,843	−1,451	TRIM
351	Millington Financial Advisors, LLC	$2.4M	36,062	+726	ADD
352	PRECEDENT WEALTH PARTNERS, LLC	$2.4M	32,696	+1,518	ADD
353	Aperture Investors, LLC	$2.3M	32,360	0	NO CHANGE
354	Secure Asset Management, LLC	$2.3M	31,958	+624	ADD
355	Mendel Capital Management LLC	$2.3M	31,889	—	NO PRIOR
356	INTRUST BANK NA	$2.3M	31,872	−159	TRIM
357	Generali Asset Management SPA SGR	$2.3M	31,799	−46,357	TRIM
358	Savvy Advisors, Inc.	$2.3M	31,282	+375	ADD
359	ALTFEST L J & CO INC	$2.3M	31,234	+16,953	ADD
360	ABN AMRO INVESTMENT SOLUTIONS	$2.3M	31,121	+435	ADD
361	Atria Investments, Inc	$2.2M	30,833	+17,914	ADD
362	Caldwell Trust Co	$2.2M	30,660	+2,862	ADD
363	BCGM Wealth Management, LLC	$2.2M	30,440	+211	ADD
364	TRUSTMARK BANK TRUST DEPARTMENT	$2.2M	30,179	−16,417	TRIM
365	RBF Capital, LLC	$2.2M	30,000	−30,000	TRIM
366	D.A. DAVIDSON & CO.	$2.1M	29,532	−3,332	TRIM
367	Ashton Thomas Private Wealth, LLC	$2.1M	29,408	+2,045	ADD
368	Maryland State Retirement & Pension System	$2.1M	29,322	−1,356	TRIM
369	PRIVATE MANAGEMENT GROUP INC	$2.1M	28,389	−6,092	TRIM
370	GREENLEAF TRUST	$2.0M	28,245	−3,037	TRIM
371	Clearstead Advisors, LLC	$2.0M	28,059	+9,920	ADD
372	Lakeside Advisors, INC.	$2.0M	27,659	−99	TRIM
373	Weaver C. Barksdale & Associates, Inc.	$2.0M	27,519	+1,595	ADD
374	Brookstone Capital Management	$2.0M	27,345	+199	ADD
375	Stratos Wealth Partners, LTD.	$1.9M	26,768	−327	TRIM
376	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.9M	26,717	−401	TRIM
377	WRIGHT INVESTORS SERVICE INC	$1.9M	26,692	−1,525	TRIM
378	COOKSON PEIRCE & CO INC	$1.9M	26,506	+2,791	ADD
379	Vise Technologies, Inc.	$1.9M	30,615	0	NO CHANGE
380	Brooklyn Investment Group	$1.9M	26,419	+5,483	ADD
381	FIRST BUSINESS FINANCIAL SERVICES, INC.	$1.9M	26,349	+3,842	ADD
382	Savant Capital, LLC	$1.9M	26,168	−305	TRIM
383	Kintegral Advisory, LLC	$1.9M	26,134	−1,159	TRIM
384	HB Wealth Management, LLC	$1.9M	25,849	+4,331	ADD
385	Laurion Capital Management LP	$1.9M	25,808	+25,808	NEW
386	Allspring Global Investments Holdings, LLC	$1.9M	26,342	−897	TRIM
387	Advisors Asset Management, Inc.	$1.9M	25,582	+16,989	ADD
388	POWER WEALTH MANAGEMENT LLC	$1.8M	25,546	−1,200	TRIM
389	AG2R LA MONDIALE GESTION D'ACTIFS	$1.8M	25,223	−2,297	TRIM
390	Elo Mutual Pension Insurance Co	$1.8M	25,075	−44,257	TRIM
391	MIDDLETON & CO INC/MA	$1.8M	24,916	+970	ADD
392	KCM INVESTMENT ADVISORS LLC	$1.8M	24,715	−28	TRIM
393	SIGNATUREFD, LLC	$1.8M	24,630	+1,689	ADD
394	BARINGS LLC	$1.8M	24,599	+3,196	ADD
395	MGO ONE SEVEN LLC	$1.8M	24,532	+3,274	ADD
396	Arax Advisory Partners	$1.7M	24,099	−3,962	TRIM
397	Sigma Planning Corp	$1.7M	24,010	−1,728	TRIM
398	MUFG Securities EMEA plc	$1.7M	23,869	−1,096	TRIM
399	W ADVISORS, LLC	$1.7M	23,830	+43	ADD
400	COURIER CAPITAL LLC	$1.7M	23,809	+115	ADD
401	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.7M	23,757	+23,757	NEW
402	Woodline Partners LP	$1.7M	23,444	+11,931	ADD
403	EXCHANGE TRADED CONCEPTS, LLC	$1.7M	23,356	−2,873	TRIM
404	Roof Eidam Maycock Peralta, LLC	$1.7M	23,055	+70	ADD
405	BROWN ADVISORY INC	$1.7M	23,028	+3,243	ADD
406	SIERRA SUMMIT ADVISORS LLC	$1.7M	22,895	+874	ADD
407	1834 INVESTMENT ADVISORS CO	$1.6M	22,769	−19,980	TRIM
408	Buckley Wealth Management, LLC	$1.6M	22,304	−673	TRIM
409	Sarasin & Partners LLP	$1.6M	22,300	+22,300	NEW
410	FIDUCIARY TRUST CO	$1.6M	22,241	+486	ADD
411	Saudi Central Bank	$1.6M	22,191	+22,191	NEW
412	Private Wealth Partners, LLC	$1.6M	21,974	0	NO CHANGE
413	QUADRANT CAPITAL GROUP LLC	$1.6M	21,683	−1,569	TRIM
414	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.6M	21,674	0	NO CHANGE
415	PATTEN & PATTEN INC/TN	$1.6M	21,423	−193	TRIM
416	Maia Wealth LLC	$1.5M	21,377	+4,965	ADD
417	denkapparat Operations GmbH	$1.5M	21,208	+6,542	ADD
418	Bonfire Financial	$1.5M	21,040	0	NO CHANGE
419	Beacon Pointe Advisors, LLC	$1.5M	20,965	+6,206	ADD
420	Ascent Group, LLC	$1.5M	20,632	−681	TRIM
421	KEYBANK NATIONAL ASSOCIATION/OH	$1.5M	20,575	−955	TRIM
422	Advisor OS, LLC	$1.5M	20,306	+1,902	ADD
423	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.5M	20,273	−657	TRIM
424	Private Advisor Group, LLC	$1.5M	20,263	−335	TRIM
425	Equitable Holdings, Inc.	$1.5M	23,387	−1,970	TRIM
426	CROBAN	$1.4M	20,015	+363	ADD
427	Global Financial Private Client, LLC	$1.4M	19,970	+814	ADD
428	Meeder Advisory Services, Inc.	$1.4M	19,736	+4,628	ADD
429	Sterling Capital Management LLC	$1.4M	19,621	−16,402	TRIM
430	Voleon Capital Management LP	$1.4M	19,608	−15,438	TRIM
431	ADAMSBROWN WEALTH CONSULTANTS LLC	$1.4M	19,592	+65	ADD
432	STEPHENS INC /AR/	$1.4M	19,284	+1,289	ADD
433	HENGEHOLD CAPITAL MANAGEMENT LLC	$1.4M	19,500	−240	TRIM
434	TOCQUEVILLE ASSET MANAGEMENT L.P.	$1.4M	19,411	+2,049	ADD
435	XTX Topco Ltd	$1.4M	19,333	−258,247	TRIM
436	Verdence Capital Advisors LLC	$1.4M	19,302	+11,457	ADD
437	INSPIRION WEALTH ADVISORS, LLC	$1.4M	19,258	+41	ADD
438	MEEDER ASSET MANAGEMENT INC	$1.4M	18,934	−26,763	TRIM
439	Systematic Alpha Investments, LLC	$1.4M	18,830	0	NO CHANGE
440	Alphadyne Asset Management LP	$1.4M	18,704	+18,704	NEW
441	WHITENER CAPITAL MANAGEMENT, INC.	$1.3M	18,633	−699	TRIM
442	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.3M	18,630	−850	TRIM
443	Lebenthal Global Advisors, LLC	$1.3M	18,465	−6,309	TRIM
444	Engineers Gate Manager LP	$1.3M	18,463	+2,924	ADD
445	Drake & Associates, LLC	$1.3M	18,459	−8,255	TRIM
446	Dynamic Technology Lab Private Ltd	$1.3M	18,342	+14,434	ADD
447	Hilltop National Bank	$1.3M	18,307	+152	ADD
448	Gerald Baker Financial Group LLC	$1.3M	18,230	—	NO PRIOR
449	AXQ CAPITAL, LP	$1.3M	18,146	+18,146	NEW
450	ALLIANZ SE	$1.3M	17,875	+17,875	NEW
451	Vanguard National Trust Co	$1.3M	17,740	—	NO PRIOR
452	Applied Finance Capital Management, LLC	$1.3M	17,694	+1,753	ADD
453	Goelzer Investment Management, Inc.	$1.3M	17,592	+212	ADD
454	North Dakota State Investment Board	$1.3M	17,528	−3,267	TRIM
455	MRWM Advisors, LLC	$1.3M	17,508	−101	TRIM
456	RWA WEALTH PARTNERS, LLC	$1.3M	17,327	+3,989	ADD
457	Pinnacle Financial Partners, Inc.	$1.3M	17,320	−4,084	TRIM
458	Oxbow Advisors, LLC	$1.2M	17,203	−304	TRIM
459	Choate Investment Advisors	$1.2M	17,179	−5,058	TRIM
460	ASSETMARK, INC	$1.2M	16,984	+540	ADD
461	Metis Global Partners, LLC	$1.2M	16,777	−2,865	TRIM
462	BARLOW WEALTH PARTNERS, LLC	$1.2M	17,696	−1,000	TRIM
463	Aptus Capital Advisors, LLC	$1.2M	16,526	−220	TRIM
464	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$1.2M	16,388	+16,388	NEW
465	OmniStar Financial Group, Inc.	$1.2M	16,143	+9,884	ADD
466	Waterfront Wealth Inc.	$1.2M	16,076	+82	ADD
467	Crew Capital Management, Ltd	$1.2M	16,075	0	NO CHANGE
468	CIBC WORLD MARKET INC.	$1.2M	16,064	−78,411	TRIM
469	Traynor Capital Management, Inc.	$1.2M	15,749	−187	TRIM
470	Meiji Yasuda Asset Management Co Ltd.	$1.2M	16,036	−1,154	TRIM
471	Numerai GP LLC	$1.2M	15,976	−792	TRIM
472	Fisher Asset Management, LLC	$1.2M	15,944	−67	TRIM
473	PARSONS CAPITAL MANAGEMENT INC/RI	$1.2M	15,903	+147	ADD
474	SECURIAN ASSET MANAGEMENT, INC	$1.1M	15,794	−783	TRIM
475	FIDUCIARY FAMILY OFFICE, LLC	$1.1M	15,740	−11,893	TRIM
476	ROMANO BROTHERS AND COMPANY	$1.1M	15,400	0	NO CHANGE
477	Quadrature Capital Ltd	$1.1M	15,326	−34,321	TRIM
478	Kimelman & Baird, LLC	$1.1M	15,300	0	NO CHANGE
479	Richard Bernstein Advisors LLC	$1.1M	15,273	0	NO CHANGE
480	Capital Investment Counsel, Inc	$1.1M	15,241	0	NO CHANGE
481	Independent Wealth Network Inc.	$1.1M	15,171	−4,378	TRIM
482	Proactive Wealth Strategies LLC	$1.1M	15,085	+7,265	ADD
483	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	15,053	+3,496	ADD
484	Concurrent Investment Advisors, LLC	$1.1M	15,012	−2,712	TRIM
485	SANDERS MORRIS HARRIS LLC	$1.1M	15,000	+15,000	NEW
486	S-Bank Fund Management Ltd	$1.1M	15,000	−50,000	TRIM
487	Lido Advisors, LLC	$1.1M	14,693	−7,291	TRIM
488	Park Capital Management, LLC / WI	$1.1M	14,640	−1,151	TRIM
489	Summit Financial, LLC	$1.1M	14,636	+16	ADD
490	LBP AM SA	$1.1M	14,596	−6,462	TRIM
491	Ballentine Partners, LLC	$1.1M	14,582	−1,231	TRIM
492	Confluence Wealth Services, Inc.	$1.0M	14,473	+181	ADD
493	Kingsview Wealth Management, LLC	$1.0M	14,275	−2,575	TRIM
494	Bleakley Financial Group, LLC	$1.0M	13,954	−1,217	TRIM
495	VARCOV Co.	$1.0M	13,943	+13,943	NEW
496	Siemens Fonds Invest GmbH	$1.0M	13,919	−132	TRIM
497	Kathmere Capital Management, LLC	$1.0M	13,864	−809	TRIM
498	LEVEL FOUR ADVISORY SERVICES, LLC	$1.0M	13,859	−1,038	TRIM
499	Aurdan Capital Management, LLC	$985K	13,618	+18	ADD
500	Everhart Financial Group, Inc.	$985K	13,611	+2,217	ADD

Truncated by Public Filings. Top 500 of 1,102 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 · KR

Congress · last 90 days

Buyers: 2 David J. Taylor R–OH-2, Julie Johnson D–TX-32 $3K–$45K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

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 Caxton Associates $270K held
Trimming: 2 Bridgewater Associates, Gotham Asset Management $27.7M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · KROGER CO

Merged timeline of congressional filings and notable-manager moves on KR
Date	Who	Change	Size
2026-08-06	David J. Taylor Congress	BUY	$1K–$15K
2026-08-06	David J. Taylor Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-05-15	Bridgewater Associates 13F	TRIM	−24,775 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−241,802 sh
2026-05-14	Caxton Associates 13F	NEW	+3,725 sh

7 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.