Who holds LHticker 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 ↗

LABCORP HOLDINGS INC · COM SHS · quarter ended 2026-03-31 · 13 members disclosed LH ↗

703

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

$16.1B

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

315

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 LH ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.7B	6,444,856	−95,925	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.4B	5,376,120	—	no prior
3	STATE STREET CORP	$1.0B	3,863,171	+36,844	add
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$982M	3,680,661	—	no prior
5	Boston Partners	$632M	2,368,796	+455,101	add
6	Allspring Global Investments Holdings, LLC	$607M	2,226,446	+22,170	add
7	GEODE CAPITAL MANAGEMENT, LLC	$581M	2,185,942	+48,932	add
8	Select Equity Group, L.P.	$580M	2,174,785	+64,006	add
9	MORGAN STANLEY	$400M	1,498,027	−7,512	trim
10	DIMENSIONAL FUND ADVISORS LP	$356M	1,332,775	+28,584	add
11	Invesco Ltd.	$351M	1,316,197	−75,781	trim
12	FMR LLC	$344M	1,288,411	−51,334	trim
13	NORDEA INVESTMENT MANAGEMENT AB	$276M	1,045,142	+77,463	add
14	NORTHERN TRUST CORP	$266M	997,410	−17,225	trim
15	Navera Investment Management Ltd.	$261M	979,371	−47,523	trim
16	WELLINGTON MANAGEMENT GROUP LLP	$256M	959,139	−1,003,962	trim
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$240M	900,202	+27,697	add
18	ALLIANCEBERNSTEIN L.P.	$220M	877,428	−185,274	trim
19	ROYAL BANK OF CANADA	$219M	820,442	+133,549	add
20	AMERICAN CENTURY COMPANIES INC	$216M	810,805	−8,705	trim
21	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$198M	743,602	+374,664	add
22	BANK OF AMERICA CORP /DE/	$193M	724,811	−11,524	trim
23	Legal & General Group Plc	$179M	670,425	−2,807	trim
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$172M	646,135	+5,576	add
25	UBS Group AG	$151M	564,529	+68,994	add
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$148M	553,351	−16,724	trim
27	VANGUARD FIDUCIARY TRUST CO	$124M	466,547	—	no prior
28	Woodline Partners LP	$119M	446,741	+41,705	add
29	LAZARD ASSET MANAGEMENT LLC	$105M	393,132	−98,742	trim
30	DEUTSCHE BANK AG\	$101M	379,494	+31,471	add
31	Alyeska Investment Group, L.P.	$99.7M	373,622	+188,622	add
32	ARIEL INVESTMENTS, LLC	$94.5M	354,019	−6,068	trim
33	WELLS FARGO & COMPANY/MN	$85.8M	321,411	+17,977	add
34	EARNEST PARTNERS LLC	$83.5M	313,073	−7,861	trim
35	Amundi	$73.2M	274,184	+34,351	add
36	Point72 Asset Management, L.P.	$69.3M	259,566	+259,566	new
37	ENVESTNET ASSET MANAGEMENT INC	$68.2M	255,484	+11,371	add
38	BRANDES INVESTMENT PARTNERS, LP	$65.5M	245,306	+22,395	add
39	Nuveen, LLC	$65.3M	244,836	+39,248	add
40	Swiss National Bank	$64.9M	243,260	+15,240	add
41	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$61.5M	230,405	−1,615	trim
42	SEI INVESTMENTS CO	$59.7M	223,715	+10,513	add
43	FIRST TRUST ADVISORS LP	$58.0M	217,402	+24,605	add
44	Allianz Asset Management GmbH	$57.3M	214,847	−27,741	trim
45	CAMBIAR INVESTORS LLC	$54.9M	205,604	+10,289	add
46	HSBC HOLDINGS PLC	$53.5M	201,073	−177,931	trim
47	JOHNSON INVESTMENT COUNSEL INC	$53.2M	199,554	+198,542	add
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$52.1M	195,176	−18,270	trim
49	National Pension Service	$50.6M	189,636	+189,636	new
50	Mitsubishi UFJ Asset Management Co., Ltd.	$49.3M	184,839	+7,501	add
51	BANK OF MONTREAL /CAN/	$48.8M	182,910	−14,486	trim
52	Gotham Asset Management, LLC	$48.6M	182,216	+20,535	add
53	Vanguard Global Advisers, LLC	$48.6M	181,982	—	no prior
54	Cannell & Spears LLC	$40.4M	151,537	−7,025	trim
55	VANGUARD ASSET MANAGEMENT, Ltd	$39.0M	146,178	—	no prior
56	Squarepoint Ops LLC	$37.4M	140,165	−61,665	trim
57	CITIGROUP INC	$36.3M	136,013	+37,520	add
58	Janus Henderson Group Ltd.	$34.4M	128,871	−212	trim
59	MILLENNIUM MANAGEMENT LLC	$33.2M	124,573	−152,750	trim
60	Sequoia Financial Advisors, LLC	$32.2M	120,636	−6,982	trim
61	WS MANAGEMENT LLLP	$30.3M	113,546	+8,546	add
62	VICTORY CAPITAL MANAGEMENT INC	$29.1M	108,925	+108,925	new
63	ADAGE CAPITAL PARTNERS GP, L.L.C.	$28.3M	106,000	−41,000	trim
64	RAYMOND JAMES FINANCIAL INC	$27.6M	103,341	−13,754	trim
65	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$27.5M	103,217	−1,136	trim
66	Universal- Beteiligungs- und Servicegesellschaft mbH	$26.5M	99,226	+3,877	add
67	WEITZ INVESTMENT MANAGEMENT, INC.	$26.4M	99,050	−700	trim
68	Quantinno Capital Management LP	$25.8M	96,539	−21,860	trim
69	STIFEL FINANCIAL CORP	$24.8M	93,060	−15,193	trim
70	PRINCIPAL FINANCIAL GROUP INC	$24.6M	92,353	−120	trim
71	Man Group plc	$24.2M	90,544	+36,661	add
72	Cerity Partners LLC	$22.7M	85,079	+15,831	add
73	ZACKS INVESTMENT MANAGEMENT	$22.5M	84,157	−1,466	trim
74	MCRAE CAPITAL MANAGEMENT INC	$22.3M	83,475	−1,222	trim
75	Zurich Insurance Group Ltd/FI	$21.7M	81,355	+81,355	new
76	HighTower Advisors, LLC	$20.8M	78,110	+13,929	add
77	ASSETMARK, INC	$20.8M	77,792	+6,419	add
78	FRANKLIN RESOURCES INC	$20.7M	77,500	+56,417	add
79	Eurizon Capital SGR S.p.A.	$20.6M	77,395	+8,207	add
80	OSTERWEIS CAPITAL MANAGEMENT INC	$20.5M	76,983	+920	add
81	BROWN ADVISORY INC	$20.2M	75,733	−1,012	trim
82	AVIVA PLC	$19.2M	72,067	+1,916	add
83	Stack Financial Management, Inc	$19.1M	71,729	+55	add
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$19.1M	71,665	+73	add
85	CITADEL ADVISORS LLC	$19.0M	71,339	−76,957	trim
86	Aberdeen Group plc	$18.9M	70,774	+2,725	add
87	Ironvine Capital Partners, LLC	$17.5M	65,549	0	no change
88	Mill Capital Management, LLC	$17.2M	64,547	+281	add
89	Cornerstone Advisors, LLC	$17.1M	64,071	+35,370	add
90	Heron Bay Capital Management	$16.9M	63,393	+41,666	add
91	Birch Hill Investment Advisors LLC	$16.3M	61,021	−21,484	trim
92	Illinois Municipal Retirement Fund	$15.9M	59,536	+8,336	add
93	FIFTH THIRD BANCORP	$15.5M	57,981	+29,899	add
94	Assenagon Asset Management S.A.	$15.1M	56,458	+52,871	add
95	NEEDHAM INVESTMENT MANAGEMENT LLC	$15.0M	56,313	0	no change
96	BNP Paribas Asset Management Holding S.A.	$14.6M	54,547	−28,031	trim
97	LPL Financial LLC	$14.5M	54,465	+1,356	add
98	AQR CAPITAL MANAGEMENT LLC	$14.4M	53,857	−3,631	trim
99	Swedbank AB	$14.2M	53,090	−4,289	trim
100	NATIONAL BANK OF CANADA /FI/	$14.1M	52,975	+17,050	add
101	SCOTIA CAPITAL INC.	$13.0M	48,598	−10,270	trim
102	Pictet Asset Management Holding SA	$12.4M	46,316	−975	trim
103	NEW YORK STATE COMMON RETIREMENT FUND	$12.1M	45,195	+400	add
104	Chevy Chase Trust Holdings, LLC	$11.9M	44,418	−1,190	trim
105	STATE OF WISCONSIN INVESTMENT BOARD	$11.8M	44,396	+1,356	add
106	PRUDENTIAL FINANCIAL INC	$11.8M	44,251	−8,340	trim
107	Zurcher Kantonalbank (Zurich Cantonalbank)	$11.8M	44,222	+44,222	new
108	Leeward Investments, LLC - MA	$11.7M	43,835	−1,511	trim
109	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.7M	43,723	−3,779	trim
110	Calamos Advisors LLC	$11.6M	43,515	0	no change
111	Pinnacle Financial Partners, Inc.	$11.5M	43,060	+666	add
112	Vanguard Investments Australia, Ltd.	$10.9M	40,981	—	no prior
113	COBALT CAPITAL MANAGEMENT, INC.	$10.7M	40,000	+40,000	new
114	Channing Capital Management, LLC	$10.4M	38,828	+1,988	add
115	WEYBOSSET RESEARCH & MANAGEMENT LLC	$10.3M	38,757	+427	add
116	DANSKE BANK A/S	$10.3M	38,702	−2,900	trim
117	FIL Ltd	$10.1M	38,034	+35,195	add
118	ROYAL LONDON ASSET MANAGEMENT LTD	$10.0M	37,606	+988	add
119	TOCQUEVILLE ASSET MANAGEMENT L.P.	$10.0M	37,562	+761	add
120	APG Asset Management N.V.	$9.8M	42,340	−6,116	trim
121	DnB Asset Management AS	$9.8M	36,603	−8,709	trim
122	Korea Investment CORP	$9.7M	36,338	−1,280	trim
123	CIBC Bancorp USA Inc.	$9.6M	35,806	—	no prior
124	MAI Capital Management	$9.5M	35,781	+213	add
125	Asset Management One Co., Ltd.	$9.5M	35,681	+678	add
126	GHP Investment Advisors, Inc.	$9.2M	34,387	−354	trim
127	TD ASSET MANAGEMENT INC	$9.2M	34,314	+1,627	add
128	Tredje AP-fonden	$8.9M	33,444	+23,947	add
129	SFE Investment Counsel	$8.8M	32,924	+135	add
130	Marietta Wealth Management, LLC	$8.6M	32,347	+335	add
131	KLP KAPITALFORVALTNING AS	$8.4M	31,393	+1,880	add
132	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$8.3M	31,179	−4,624	trim
133	NorthCrest Asset Manangement, LLC	$8.3M	30,376	−11,025	trim
134	Cetera Investment Advisers	$8.1M	30,425	+1,959	add
135	NOMURA ASSET MANAGEMENT CO LTD	$7.9M	29,711	+2,034	add
136	KCM INVESTMENT ADVISORS LLC	$7.9M	29,600	−1,642	trim
137	Atlantic Union Bankshares Corp	$7.9M	29,533	+4,439	add
138	PFA Pension, Forsikringsaktieselskab	$7.8M	29,153	+29,153	new
139	Vident Advisory, LLC	$7.8M	29,097	+7,136	add
140	OSAIC HOLDINGS, INC.	$7.5M	28,054	−7,068	trim
141	State of New Jersey Common Pension Fund D	$7.4M	27,766	0	no change
142	Lansforsakringar Fondforvaltning AB (publ)	$7.2M	27,170	−800	trim
143	Tidal Investments LLC	$7.2M	27,187	+15,873	add
144	Resona Asset Management Co.,Ltd.	$7.0M	26,330	+89	add
145	TRUIST FINANCIAL CORP	$6.6M	24,892	−213	trim
146	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.6M	54,567	+16,495	add
147	TORONTO DOMINION BANK	$6.5M	24,547	−13,247	trim
148	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.5M	24,297	+8,750	add
149	MBL Wealth, LLC	$6.2M	23,409	−5,963	trim
150	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.2M	23,287	0	no change
151	M. Kulyk & Associates, LLC	$6.2M	23,255	+694	add
152	Te Ahumairangi Investment Management Ltd	$6.2M	23,076	+269	add
153	Czech National Bank	$6.0M	22,577	+717	add
154	Arizona State Retirement System	$6.0M	22,529	−276	trim
155	BALYASNY ASSET MANAGEMENT L.P.	$6.0M	22,522	−22,878	trim
156	Mariner, LLC	$5.7M	21,418	−4,258	trim
157	LEVIN CAPITAL STRATEGIES, L.P.	$5.6M	21,013	+21,013	new
158	MARTIN & CO INC /TN/	$5.6M	20,932	+224	add
159	CIBC Asset Management Inc	$5.3M	19,878	−96	trim
160	US BANCORP \DE\	$5.3M	19,877	−316	trim
161	MetLife Investment Management, LLC	$5.2M	19,381	−502	trim
162	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.2M	19,311	+28	add
163	SECTOR GAMMA AS	$5.1M	19,019	−8,000	trim
164	ODDO BHF ASSET MANAGEMENT SAS	$5.1M	18,992	+768	add
165	D.A. DAVIDSON & CO.	$5.0M	18,575	+2,824	add
166	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$4.9M	18,399	−5,641	trim
167	Generali Asset Management SPA SGR	$4.9M	18,272	−1,634	trim
168	American Assets Investment Management, LLC	$4.8M	18,000	0	no change
169	Mirae Asset Global Investments Co., Ltd.	$4.7M	17,775	+2,584	add
170	VOYA INVESTMENT MANAGEMENT LLC	$4.7M	17,648	−110	trim
171	Retirement Systems of Alabama	$4.7M	17,604	−33	trim
172	Swiss Life Asset Management Ltd	$4.7M	17,493	−1,220	trim
173	Creative Planning	$4.7M	17,455	+1,564	add
174	IFM Investors Pty Ltd	$4.6M	17,374	+660	add
175	MACKENZIE FINANCIAL CORP	$4.6M	17,260	−2,046	trim
176	Corient Private Wealth LLC	$4.6M	17,473	−105,983	trim
177	Wilmington Savings Fund Society, FSB	$4.6M	17,166	−350	trim
178	MERCER GLOBAL ADVISORS INC /ADV	$4.5M	16,846	−1,096	trim
179	SEB Asset Management AB	$4.5M	16,756	—	no prior
180	COMMONWEALTH EQUITY SERVICES, LLC	$4.4M	16,600	−577	trim
181	Focus Partners Wealth	$4.3M	16,132	−6,141	trim
182	Dakota Wealth Management	$4.3M	16,017	+2,995	add
183	Southeast Asset Advisors, LLC	$4.3M	16,015	+1,275	add
184	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.3M	15,949	−5,914	trim
185	MML INVESTORS SERVICES, LLC	$4.1M	15,244	−4,750	trim
186	Orion Porfolio Solutions, LLC	$4.0M	14,957	−122	trim
187	REGIONS FINANCIAL CORP	$4.0M	14,876	−2,594	trim
188	XPONANCE LLC	$4.0M	14,839	+603	add
189	CAPITAL CITY TRUST CO/FL	$3.9M	14,692	+2	add
190	First Financial Group Corp	$3.9M	14,657	−38	trim
191	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.9M	14,588	−195	trim
192	M&T BANK CORP	$3.9M	14,526	+417	add
193	SP Asset Management LLC	$3.8M	14,181	−69	trim
194	Daiwa Securities Group Inc.	$3.8M	14,148	+708	add
195	Vanguard Personalized Indexing Management, LLC	$3.8M	14,111	+1,178	add
196	Rockefeller Capital Management L.P.	$3.8M	14,080	−392	trim
197	COMMERCE BANK	$3.7M	14,033	+423	add
198	IEQ CAPITAL, LLC	$3.7M	14,019	+900	add
199	Inlet Private Wealth, LLC	$3.7M	13,937	−7	trim
200	ROMANO BROTHERS AND COMPANY	$3.6M	13,579	−34	trim
201	Utah Retirement Systems	$3.6M	13,565	−282	trim
202	Kestra Advisory Services, LLC	$3.6M	13,467	−581	trim
203	USS Investment Management Ltd	$3.6M	13,440	0	no change
204	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.6M	13,412	+2,583	add
205	Ethic Inc.	$3.6M	13,386	+760	add
206	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$3.6M	13,324	−13,214	trim
207	Linscomb Wealth, Inc.	$3.4M	12,899	−2,841	trim
208	FIRST FOUNDATION ADVISORS	$3.4M	12,717	−1,898	trim
209	ProShare Advisors LLC	$3.4M	12,712	−3,254	trim
210	Pathstone Holdings, LLC	$3.4M	12,557	+1,188	add
211	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.3M	12,362	+294	add
212	Federation des caisses Desjardins du Quebec	$3.2M	12,168	+310	add
213	BLAIR WILLIAM & CO/IL	$3.2M	12,113	+362	add
214	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.2M	12,002	−273	trim
215	BANK OF NOVA SCOTIA	$3.2M	11,974	−2,402	trim
216	Independent Advisor Alliance	$3.1M	11,699	−573	trim
217	NATIXIS	$3.1M	11,584	+5,101	add
218	OPPENHEIMER ASSET MANAGEMENT INC.	$3.1M	11,510	+1,016	add
219	Carmel Capital Partners, LLC	$3.1M	11,493	+2,845	add
220	Northwest & Ethical Investments L.P.	$3.1M	11,460	+11,460	new
221	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.0M	11,428	−3,296	trim
222	Taproot Management LP	$3.0M	11,425	+11,425	new
223	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.0M	11,392	+1,068	add
224	Unison Advisors LLC	$3.0M	11,324	+32	add
225	Candriam S.C.A.	$3.0M	11,318	+113	add
226	NEOS Investment Management LLC	$3.0M	11,294	+8,544	add
227	Bridgewater Associates, LP	$3.0M	11,184	−6,182	trim
228	Empowered Funds, LLC	$3.0M	11,096	+11,096	new
229	American Capital Advisory, LLC	$2.9M	10,940	+59	add
230	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.9M	10,890	+132	add
231	Accredited Investors Inc.	$2.8M	10,650	+10,650	new
232	Jefferies Financial Group Inc.	$2.8M	10,600	−8,024	trim
233	TRITONPOINT WEALTH, LLC	$2.8M	10,533	−411	trim
234	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.8M	10,424	0	no change
235	UniSuper Management Pty Ltd	$2.6M	9,922	−506	trim
236	1832 Asset Management L.P.	$2.6M	9,905	0	no change
237	Sanctuary Advisors, LLC	$2.6M	9,877	+1,448	add
238	SALEM INVESTMENT COUNSELORS INC	$2.6M	9,877	−100	trim
239	&PARTNERS	$2.6M	9,868	−331	trim
240	NewEdge Advisors, LLC	$2.6M	9,794	+9,794	new
241	Ensign Peak Advisors, Inc	$2.6M	9,760	−131	trim
242	STOREBRAND ASSET MANAGEMENT AS	$2.6M	9,698	—	no prior
243	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.5M	9,502	0	no change
244	Clearstead Advisors, LLC	$2.5M	9,379	+64	add
245	SYSTEMATIC FINANCIAL MANAGEMENT LP	$2.5M	9,352	−230	trim
246	SHAYNE & JACOBS, LLC	$2.4M	9,110	0	no change
247	Atria Investments, Inc	$2.4M	9,035	+1,116	add
248	BURNEY CO/	$2.4M	8,917	+95	add
249	Wealthfront Advisers LLC	$2.4M	8,894	+1,370	add
250	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.4M	8,843	−82	trim
251	OP Asset Management Ltd	$2.3M	8,699	—	no prior
252	Penobscot Investment Management Company, Inc.	$2.2M	8,420	0	no change
253	William B. Walkup & Associates, Inc.	$2.2M	9,652	+6	add
254	DAYMARK WEALTH PARTNERS, LLC	$2.2M	8,308	+92	add
255	Private Advisor Group, LLC	$2.2M	8,275	+174	add
256	CREDIT AGRICOLE S A	$2.2M	8,199	+621	add
257	Dana Investment Advisors, Inc.	$2.2M	8,163	−74	trim
258	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.1M	7,936	+7,936	new
259	Forvis Mazars Wealth Advisors, LLC	$2.1M	7,895	−188	trim
260	EXENCIAL WEALTH ADVISORS, LLC	$2.1M	7,869	−291	trim
261	Summit Place Financial Advisors, LLC	$2.1M	7,795	+7,795	new
262	MACQUARIE GROUP LTD	$2.1M	7,780	−8,133	trim
263	BDF-GESTION	$2.0M	7,642	0	no change
264	Blueshift Asset Management, LLC	$2.0M	7,433	+7,433	new
265	Clear Harbor Asset Management, LLC	$1.9M	7,255	+1,630	add
266	GUGGENHEIM CAPITAL LLC	$1.9M	7,233	+1,652	add
267	ALPINE WOODS CAPITAL INVESTORS, LLC	$1.9M	7,195	−1,045	trim
268	CWM, LLC	$1.9M	7,114	−339	trim
269	Baker Ellis Asset Management LLC	$1.9M	7,005	0	no change
270	Prudent Man Advisors, LLC	$1.9M	6,980	+2,441	add
271	Riverview Capital Advisers, LLC	$1.8M	6,922	+17	add
272	PRINCIPAL SECURITIES, INC.	$1.8M	6,822	−278	trim
273	XTX Topco Ltd	$1.7M	6,546	−179	trim
274	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$1.7M	6,513	+6,513	new
275	Allworth Financial LP	$1.7M	6,428	−39	trim
276	Rafferty Asset Management, LLC	$1.7M	6,405	−2,520	trim
277	2Xideas AG	$1.7M	6,323	−7,144	trim
278	CHOREO, LLC	$1.7M	6,282	+184	add
279	Pullen Investment Management, LLC	$1.7M	6,267	−113	trim
280	Havemeyer Place LP	$1.7M	6,191	−2,487	trim
281	AlphaCore Capital LLC	$1.6M	5,967	+686	add
282	Roundview Capital LLC	$1.6M	5,932	−49	trim
283	Investment Management Corp of Ontario	$1.6M	5,927	+320	add
284	OneDigital Investment Advisors LLC	$1.6M	5,876	+448	add
285	Summit Trail Advisors, LLC	$1.5M	5,779	+800	add
286	Meridian Financial Partners LLC	$1.5M	5,594	0	no change
287	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.4M	5,209	+1,932	add
288	Norinchukin Bank, The	$1.3M	5,059	+5	add
289	MIZUHO SECURITIES USA LLC	$1.3M	5,012	−1,024	trim
290	TWO SIGMA SECURITIES, LLC	$1.3M	4,934	+4,934	new
291	CAXTON ASSOCIATES LLP	$1.3M	4,845	−1,986	trim
292	MONTGOMERY INVESTMENT MANAGEMENT INC	$1.3M	4,810	0	no change
293	JANE STREET GROUP, LLC	$1.3M	4,794	−2,731	trim
294	Robeco Institutional Asset Management B.V.	$1.3M	4,749	+26	add
295	Quantum Portfolio Management LLC	$1.2M	4,626	−79	trim
296	FULLER & THALER ASSET MANAGEMENT, INC.	$1.2M	4,401	+4,401	new
297	3Chopt Investment Partners, LLC	$1.2M	4,350	−484	trim
298	Envestnet Portfolio Solutions, Inc.	$1.1M	4,265	−1,612	trim
299	Inspire Advisors, LLC	$1.1M	4,246	+319	add
300	HOLDERNESS INVESTMENTS CO	$1.1M	4,164	0	no change
301	East Coast Asset Management, LLC.	$1.1M	4,161	−138	trim
302	Manchester Capital Management LLC	$1.1M	4,160	−10	trim
303	Merit Financial Group, LLC	$1.1M	4,144	+219	add
304	Lombard Odier Asset Management (Switzerland) SA	$1.1M	4,136	+4,136	new
305	Baird Financial Group, Inc.	$1.1M	4,119	+4,119	new
306	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.1M	4,114	+545	add
307	Maryland State Retirement & Pension System	$1.1M	4,094	0	no change
308	Resonant Capital Advisors, LLC	$1.1M	4,084	+311	add
309	Strategic Advisors LLC	$1.1M	4,075	−7	trim
310	Advisors Asset Management, Inc.	$1.1M	4,045	+143	add
311	Alexander Randolph Advisory, Inc.	$1.1M	3,997	−56	trim
312	Savant Capital, LLC	$1.1M	3,986	+204	add
313	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.1M	3,979	−1,737	trim
314	Insight Inv LLC	$1.0M	3,904	−10	trim
315	Triangle Securities Wealth Management	$1.0M	3,901	−42	trim
316	Crossmark Global Holdings, Inc.	$1.0M	3,876	—	no prior
317	DAVENPORT & Co LLC	$1.0M	3,831	+20	add
318	Advocacy Wealth Management, LLC	$1.0M	3,808	−65	trim
319	Metis Global Partners, LLC	$1.0M	3,776	−401	trim
320	Brooklyn Investment Group	$1.0M	3,774	+1,951	add
321	HB Wealth Management, LLC	$996K	3,731	+392	add
322	VEGA INVESTMENT SOLUTIONS	$992K	3,717	−113	trim
323	Dai-ichi Life Insurance Company, Ltd	$991K	3,715	−30	trim
324	Freestone Grove Partners LP	$991K	3,713	+3,713	new
325	Avior Wealth Management, LLC	$983K	3,686	0	no change
326	Avidian Wealth Enterprises, LLC	$983K	3,685	+3,685	new
327	LOM Asset Management Ltd	$983K	3,684	−100	trim
328	Grove Bank & Trust	$980K	3,672	+223	add
329	Cooper Financial Group	$971K	3,640	−618	trim
330	IMC-Chicago, LLC	$963K	3,609	+3,609	new
331	VISTA INVESTMENT MANAGEMENT	$958K	3,592	−55	trim
332	ASR Vermogensbeheer N.V.	$953K	3,572	+199	add
333	CIBC WORLD MARKET INC.	$950K	3,562	+525	add
334	Rehmann Capital Advisory Group	$946K	3,545	+315	add
335	Cornell Pochily Investment Advisors, Inc.	$926K	3,470	+119	add
336	Curated Wealth Partners LLC	$922K	3,456	−336	trim
337	Lighthouse Investment Partners, LLC	$920K	3,450	+3,450	new
338	FOX RUN MANAGEMENT, L.L.C.	$911K	3,456	−3,630	trim
339	BOYAR ASSET MANAGEMENT INC.	$910K	3,412	−286	trim
340	MUFG Securities EMEA plc	$910K	3,411	0	no change
341	INTRUST BANK NA	$901K	3,376	+57	add
342	Waverly Advisors, LLC	$884K	3,312	−366	trim
343	Verition Fund Management LLC	$872K	3,268	−10,447	trim
344	Concurrent Investment Advisors, LLC	$872K	3,266	−30	trim
345	QRG CAPITAL MANAGEMENT, INC.	$862K	3,233	−107	trim
346	Alamea Verwaltungs GmbH	$817K	3,063	+374	add
347	Saudi Central Bank	$816K	3,060	+3,060	new
348	INVESTMENT ADVISORY SERVICES INC /TX /ADV	$815K	3,056	−124	trim
349	GATEWAY INVESTMENT ADVISERS LLC	$814K	3,052	+200	add
350	Empirical Finance, LLC	$812K	3,043	−7	trim
351	Chicago Capital, LLC	$800K	3,000	0	no change
352	Vann Equity Management LLC	$798K	2,989	—	no prior
353	Laird Norton Wetherby Trust Company, LLC	$795K	2,980	+108	add
354	INTECH INVESTMENT MANAGEMENT LLC	$788K	2,955	−28	trim
355	ABN AMRO INVESTMENT SOLUTIONS	$788K	2,954	+453	add
356	Vontobel Holding Ltd.	$785K	2,943	−5,291	trim
357	TOKIO MARINE ASSET MANAGEMENT CO LTD	$784K	2,938	0	no change
358	SKBA CAPITAL MANAGEMENT LLC	$774K	2,900	−50	trim
359	Centiva Capital, LP	$774K	2,900	+2,900	new
360	Wealthspire Advisors, LLC	$772K	2,892	−363	trim
361	EDMOND DE ROTHSCHILD HOLDING S.A.	$760K	2,850	0	no change
362	Caprock Group, LLC	$756K	2,832	−894	trim
363	IRIDIAN ASSET MANAGEMENT LLC/CT	$754K	2,827	−817	trim
364	Storgate, LLC	$753K	2,821	+111	add
365	Siemens Fonds Invest GmbH	$751K	2,815	+54	add
366	EVERMAY WEALTH MANAGEMENT LLC	$749K	2,809	−486	trim
367	Index Technologies Group LLC	$736K	2,760	−127	trim
368	Connecticut Wealth Management, LLC	$732K	2,744	0	no change
369	Ashton Thomas Private Wealth, LLC	$716K	2,682	+263	add
370	ELEVATION POINT WEALTH PARTNERS, LLC	$713K	2,673	+1,583	add
371	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$708K	2,653	+4	add
372	OFI INVEST ASSET MANAGEMENT	$708K	2,653	+1,250	add
373	Strathmore Capital Advisors, Inc.	$677K	2,566	+1	add
374	RWA WEALTH PARTNERS, LLC	$676K	2,533	+1	add
375	NORDEN GROUP LLC	$666K	2,496	−200	trim
376	Essex Financial Services, Inc.	$664K	2,489	−248	trim
377	FULTON BANK, N.A.	$663K	2,484	+52	add
378	DUNCKER STREETT & CO INC	$646K	2,422	0	no change
379	North Dakota State Investment Board	$644K	2,415	−452	trim
380	Parisi Gray Wealth Management	$641K	2,402	0	no change
381	BENJAMIN EDWARDS INC	$641K	2,401	+336	add
382	Ausdal Financial Partners, Inc.	$628K	2,353	−60	trim
383	PARSONS CAPITAL MANAGEMENT INC/RI	$627K	2,349	+75	add
384	INDEPENDENT FINANCIAL GROUP, LLC	$624K	2,339	—	no prior
385	Wealthcare Advisory Partners LLC	$617K	2,312	+23	add
386	Cresset Asset Management, LLC	$616K	2,309	+111	add
387	Bryn Mawr Trust Advisors, LLC	$606K	2,272	+580	add
388	Tempus Wealth Planning, LLC	$602K	2,256	−103	trim
389	SECURIAN ASSET MANAGEMENT, INC	$599K	2,244	0	no change
390	CFO CAPITAL MANAGEMENT LLC	$598K	2,270	+25	add
391	Marble Wealth, LLC	$597K	2,238	−163	trim
392	VIAWEALTH, LLC	$597K	2,236	−21	trim
393	HM PAYSON & CO	$591K	2,214	0	no change
394	Aptus Capital Advisors, LLC	$587K	2,199	+16	add
395	Farringdon Capital, Ltd.	$582K	2,180	+2,180	new
396	Beacon Pointe Advisors, LLC	$582K	2,180	+368	add
397	Qtron Investments LLC	$580K	2,175	+2	add
398	AZZAD ASSET MANAGEMENT INC /ADV	$578K	2,167	−9	trim
399	COLDSTREAM CAPITAL MANAGEMENT INC	$568K	2,130	−270	trim
400	nVerses Capital, LLC	$553K	2,074	+2,074	new
401	WASHINGTON CAPITAL MANAGEMENT, INC	$551K	2,065	−2,650	trim
402	MCF Advisors LLC	$549K	2,059	—	no prior
403	Vise Technologies, Inc.	$547K	2,180	0	no change
404	BBR PARTNERS, LLC	$545K	2,044	+2,044	new
405	GREAT VALLEY ADVISOR GROUP, INC.	$541K	2,029	−1	trim
406	NorthRock Partners, LLC	$525K	1,967	+96	add
407	TRED AVON FAMILY WEALTH, LLC	$521K	1,954	+1,954	new
408	ANGELES WEALTH MANAGEMENT, LLC	$519K	1,946	+38	add
409	Inscription Capital, LLC	$519K	1,945	−33	trim
410	KESTRA PRIVATE WEALTH SERVICES, LLC	$514K	1,928	−37	trim
411	Johnson Financial Group, Inc.	$500K	1,874	0	no change
412	WEBSTER BANK, N. A.	$495K	1,855	0	no change
413	Gilman Hill Asset Management, LLC	$488K	1,828	0	no change
414	Equitable Holdings, Inc.	$485K	1,819	+1,819	new
415	Barry Investment Advisors, LLC	$485K	1,817	−82	trim
416	GUARDIAN WEALTH ADVISORS, LLC / NC	$477K	1,786	0	no change
417	PRUDENTIAL PLC	$475K	1,781	0	no change
418	Legacy Capital Group California, Inc.	$470K	1,763	−788	trim
419	TEMA ETFS LLC	$470K	1,762	+7	add
420	Snowden Capital Advisors LLC	$467K	1,750	+134	add
421	WESCAP Management Group, Inc.	$463K	1,735	0	no change
422	Ducere Wealth Management LLC	$460K	1,725	−19	trim
423	SHEETS SMITH WEALTH MANAGEMENT	$454K	1,701	+59	add
424	EVOLVE PRIVATE WEALTH, LLC	$450K	1,686	+716	add
425	EP Wealth Advisors, LLC	$448K	1,678	−370	trim
426	Peak Asset Management, LLC	$440K	1,650	−135	trim
427	Curi Capital, LLC	$439K	1,644	−81	trim
428	KEYBANK NATIONAL ASSOCIATION/OH	$436K	1,634	+11	add
429	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$435K	1,632	−435	trim
430	MAVERICK CAPITAL LTD	$426K	1,596	−15,968	trim
431	RITHOLTZ WEALTH MANAGEMENT	$425K	1,592	+51	add
432	Krilogy Financial LLC	$424K	1,592	−99	trim
433	VestGen Advisors, LLC	$418K	1,623	−98	trim
434	Apollon Wealth Management, LLC	$418K	1,565	+208	add
435	Stratos Wealth Partners, LTD.	$418K	1,565	−472	trim
436	Hutchens & Kramer Investment Management Group, LLC	$413K	1,547	0	no change
437	Shepherd Street Advisors LLC	$411K	1,542	−294	trim
438	MONETA GROUP INVESTMENT ADVISORS LLC	$409K	1,533	+3	add
439	BCS Private Wealth Management, Inc.	$403K	1,512	+25	add
440	Grandview Asset Management LLC	$403K	1,510	−344	trim
441	Procyon Advisors, LLC	$402K	1,507	+633	add
442	World Investment Advisors	$398K	1,490	−234	trim
443	Coastal Bridge Advisors, LLC	$396K	1,483	−207	trim
444	SFMG, LLC	$395K	1,481	−13	trim
445	EAGLE ROCK INVESTMENT COMPANY, LLC	$387K	1,450	−135	trim
446	OMERS ADMINISTRATION Corp	$384K	1,441	+1,441	new
447	Integrated Advisors Network LLC	$384K	1,439	−210	trim
448	Marble Harbor Investment Counsel, LLC	$383K	1,437	0	no change
449	E Fund Management Co., Ltd.	$383K	1,437	—	no prior
450	AE Wealth Management LLC	$379K	1,420	−133	trim
451	Modera Wealth Management, LLC	$377K	1,414	−85	trim
452	Lido Advisors, LLC	$367K	1,375	−883	trim
453	Accurate Wealth Management, LLC	$366K	1,404	+43	add
454	Steward Partners Investment Advisory, LLC	$366K	1,371	−37	trim
455	Larson Financial Group LLC	$365K	1,367	+1,156	add
456	Moss Adams Wealth Advisors LLC	$364K	1,364	+47	add
457	CI INVESTMENTS INC.	$361K	1,354	+160	add
458	Advisors Capital Management, LLC	$361K	1,352	−83	trim
459	BOOTHBAY FUND MANAGEMENT, LLC	$359K	1,345	−990	trim
460	Callan Family Office, LLC	$357K	1,338	−65	trim
461	Destination Wealth Management	$357K	1,337	−31	trim
462	Carnegie Investment Counsel	$356K	1,333	+94	add
463	EVERGREEN CAPITAL MANAGEMENT LLC	$355K	1,330	+131	add
464	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$350K	1,311	+34	add
465	Foresight Global Investors, Inc.	$342K	1,283	+10	add
466	FIRST MANHATTAN CO. LLC.	$342K	1,280	0	no change
467	PANAGORA ASSET MANAGEMENT INC	$341K	1,277	0	no change
468	Camelot Portfolios, LLC	$339K	1,272	−54	trim
469	Choate Investment Advisors	$339K	1,269	−4	trim
470	CHATHAM CAPITAL GROUP, INC.	$336K	1,259	0	no change
471	Womack Financial LLC	$335K	1,255	0	no change
472	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$333K	1,247	+1,247	new
473	TEACHER RETIREMENT SYSTEM OF TEXAS	$332K	1,246	−16,128	trim
474	BRAVE ASSET MANAGEMENT INC	$332K	1,245	+250	add
475	QUADRANT CAPITAL GROUP LLC	$332K	1,244	+19	add
476	DoubleLine ETF Adviser LP	$332K	1,243	+1,243	new
477	Smartleaf Asset Management LLC	$331K	1,254	+581	add
478	PFG Investments, LLC	$329K	1,234	−2	trim
479	FRONTIER CAPITAL MANAGEMENT CO LLC	$329K	1,233	0	no change
480	CM WEALTH ADVISORS LLC	$329K	1,232	−143	trim
481	GeoWealth Management, LLC	$325K	1,219	−15	trim
482	Financial Sense Advisors, Inc.	$324K	1,215	+4	add
483	Marex Group Ltd	$320K	1,201	+1,201	new
484	Ballentine Partners, LLC	$317K	1,189	+39	add
485	Key FInancial Inc	$316K	1,184	0	no change
486	EXCHANGE TRADED CONCEPTS, LLC	$313K	1,172	+25	add
487	CIDEL ASSET MANAGEMENT INC	$307K	1,152	+211	add
488	Formidable Asset Management, LLC	$307K	1,224	0	no change
489	Dynamic Advisor Solutions LLC	$306K	1,148	+1,148	new
490	PINNACLE ASSOCIATES LTD	$306K	1,147	+21	add
491	Ipswich Investment Management Co., Inc.	$305K	1,145	0	no change
492	SATOVSKY ASSET MANAGEMENT LLC	$304K	1,139	+3	add
493	BlackDiamond Wealth Management, LLC	$303K	1,137	+2	add
494	STEPHENS INC /AR/	$301K	1,129	−6	trim
495	MATHER GROUP, LLC.	$301K	1,129	+92	add
496	PRELUDE CAPITAL MANAGEMENT, LLC	$300K	1,126	−380	trim
497	PETTYJOHN, WOOD & WHITE, INC	$300K	1,124	0	no change
498	Checchi Capital Advisers, LLC	$299K	1,120	+158	add
499	MQS Management LLC	$296K	1,111	+180	add
500	LEVEL FOUR ADVISORY SERVICES, LLC	$296K	1,109	+75	add

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

Congress ↔ notable managers · LH

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

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 April McClain Delaney D–MD-6 $103K–$295K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $48.6M held
Trimming: 2 Bridgewater Associates, Caxton Associates $4.3M held

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

Merged timeline of congressional filings and notable-manager moves on LH
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$100K–$250K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+20,535 sh
2026-05-15	Bridgewater Associates 13F	trim	−6,182 sh
2026-05-14	Caxton Associates 13F	trim	−1,986 sh

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

13 members of Congress disclosed LH — the congressional view ↗