Who holds MARticker 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 ↗

MARRIOTT INTL INC NEW · CL A · quarter ended 2026-03-31 · 16 members disclosed MAR ↗

1,184

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

$42.4B

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

534

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

108

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 MAR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.1B	15,496,081	−197,448	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.6B	14,035,127	—	no prior
3	STATE STREET CORP	$3.1B	9,372,729	−73,065	trim
4	FMR LLC	$2.3B	7,077,680	+358,355	add
5	WELLINGTON MANAGEMENT GROUP LLP	$1.9B	5,846,736	−2,729,439	trim
6	MORGAN STANLEY	$1.5B	4,699,112	−94,353	trim
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.4B	4,266,493	−466,271	trim
8	Invesco Ltd.	$1.4B	4,273,566	−166,793	trim
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	4,211,739	—	no prior
10	Fundsmith LLP	$1.1B	3,370,872	−609,055	trim
11	Capital International Investors	$1.0B	3,078,240	−1,029,291	trim
12	NORTHERN TRUST CORP	$710M	2,170,788	−34,079	trim
13	BANK OF AMERICA CORP /DE/	$618M	1,887,986	−181,650	trim
14	CITADEL ADVISORS LLC	$573M	1,751,159	+52,142	add
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$540M	1,652,056	+32,633	add
16	PARNASSUS INVESTMENTS, LLC	$519M	1,588,018	+26,439	add
17	DEUTSCHE BANK AG\	$425M	1,298,508	+136,951	add
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$422M	1,289,621	−74,224	trim
19	Legal & General Group Plc	$415M	1,270,302	−151,551	trim
20	VANGUARD FIDUCIARY TRUST CO	$411M	1,255,799	—	no prior
21	FUNDSMITH INVESTMENT SERVICES LTD.	$392M	1,199,125	−119,126	trim
22	UBS Group AG	$385M	1,177,197	−163,648	trim
23	HSBC HOLDINGS PLC	$266M	809,364	−471,336	trim
24	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$256M	782,753	+323,404	add
25	DIMENSIONAL FUND ADVISORS LP	$238M	727,472	+5,530	add
26	Swiss National Bank	$219M	669,398	+37,080	add
27	Ensign Peak Advisors, Inc	$216M	660,365	−197,756	trim
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$213M	650,715	−346,556	trim
29	Amundi	$205M	627,688	−183,380	trim
30	National Pension Service	$201M	613,190	+613,190	new
31	Nuveen, LLC	$198M	605,081	−40,131	trim
32	ROYAL BANK OF CANADA	$193M	591,035	−36,898	trim
33	WELLS FARGO & COMPANY/MN	$192M	585,571	+35,726	add
34	VOYA INVESTMENT MANAGEMENT LLC	$181M	552,842	+104,102	add
35	RAYMOND JAMES FINANCIAL INC	$180M	551,074	−18,137	trim
36	FIRST MANHATTAN CO. LLC.	$176M	537,617	−2,631	trim
37	Mitsubishi UFJ Asset Management Co., Ltd.	$173M	529,887	+25,737	add
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$166M	508,947	−37,321	trim
39	Vanguard Global Advisers, LLC	$158M	483,025	—	no prior
40	Pictet Asset Management Holding SA	$149M	457,079	−57,794	trim
41	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$148M	453,986	+134,983	add
42	ALLIANCEBERNSTEIN L.P.	$147M	474,021	−199,355	trim
43	Robeco Institutional Asset Management B.V.	$143M	436,306	+430,022	add
44	BANK OF MONTREAL /CAN/	$140M	426,804	−94,907	trim
45	AMERICAN CENTURY COMPANIES INC	$136M	414,915	+14,938	add
46	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$128M	392,311	−167,674	trim
47	VANGUARD ASSET MANAGEMENT, Ltd	$127M	389,675	—	no prior
48	Junto Capital Management LP	$127M	388,322	+388,322	new
49	USS Investment Management Ltd	$124M	380,667	−167,381	trim
50	Boston Partners	$122M	372,697	−119,554	trim
51	ProShare Advisors LLC	$121M	368,875	−89,752	trim
52	CITIGROUP INC	$112M	341,900	+45,937	add
53	BALYASNY ASSET MANAGEMENT L.P.	$101M	309,837	+217,138	add
54	Assenagon Asset Management S.A.	$101M	307,658	+232,598	add
55	Bank Julius Baer & Co. Ltd, Zurich	$98.8M	303,674	+26,816	add
56	CIBC Bancorp USA Inc.	$89.1M	272,484	—	no prior
57	PRIMECAP MANAGEMENT CO/CA/	$84.8M	259,160	−5,200	trim
58	PRINCIPAL FINANCIAL GROUP INC	$83.5M	255,249	+8,264	add
59	NATIONAL BANK OF CANADA /FI/	$82.3M	251,655	+28,168	add
60	Janus Henderson Group Ltd.	$81.3M	248,574	−125,101	trim
61	Quilter Plc	$79.5M	243,111	−2,775	trim
62	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$77.7M	237,708	−6,090	trim
63	First Pacific Advisors, LP	$76.1M	232,754	−157,103	trim
64	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$72.8M	222,534	+48,560	add
65	FRANKLIN RESOURCES INC	$71.1M	217,516	+8,905	add
66	Universal- Beteiligungs- und Servicegesellschaft mbH	$70.4M	215,371	−29,286	trim
67	Square Wave Capital, LLC	$70.1M	214,240	−4,860	trim
68	LPL Financial LLC	$69.7M	213,233	−4,469	trim
69	MILLENNIUM MANAGEMENT LLC	$68.8M	210,346	+192,846	add
70	Corient Private Wealth LLC	$68.2M	208,938	−201,179	trim
71	D. E. Shaw & Co., Inc.	$67.3M	205,897	+188,650	add
72	AVIVA PLC	$66.3M	202,730	+5,819	add
73	Pathstone Holdings, LLC	$66.1M	202,156	−297	trim
74	ADAGE CAPITAL PARTNERS GP, L.L.C.	$64.4M	197,025	−77,300	trim
75	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$64.4M	196,887	−4,563	trim
76	Aberdeen Group plc	$59.2M	180,895	+5,453	add
77	NEOS Investment Management LLC	$58.0M	177,325	+27,118	add
78	Capco Asset Management, LLC	$57.3M	175,341	−62,016	trim
79	Creative Planning	$57.3M	175,201	−4,525	trim
80	MACKENZIE FINANCIAL CORP	$56.9M	173,961	+147,030	add
81	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$55.4M	169,502	−6,718	trim
82	Family Office Research LLC	$55.0M	168,121	−9,246	trim
83	Korea Investment CORP	$53.7M	164,336	+56,264	add
84	FIFTH THIRD BANCORP	$53.4M	163,292	+45,734	add
85	Zurich Insurance Group Ltd/FI	$53.0M	161,920	−46,746	trim
86	WESTFIELD CAPITAL MANAGEMENT CO LP	$50.1M	153,219	+153,219	new
87	Quantinno Capital Management LP	$49.6M	151,599	+27,819	add
88	Orbis Allan Gray Ltd	$48.6M	148,713	−160,928	trim
89	Walleye Capital LLC	$48.5M	148,431	+137,172	add
90	Woodline Partners LP	$48.3M	147,766	+109,616	add
91	Mariner, LLC	$46.5M	142,270	+65,108	add
92	Mirae Asset Global Investments Co., Ltd.	$44.7M	136,620	+11,467	add
93	BNP Paribas Asset Management Holding S.A.	$44.7M	136,569	−19,028	trim
94	SEI INVESTMENTS CO	$44.6M	136,310	−6,348	trim
95	STOREBRAND ASSET MANAGEMENT AS	$44.5M	136,035	—	no prior
96	NS Partners Ltd	$43.7M	133,565	−4,122	trim
97	APG Asset Management N.V.	$43.6M	153,504	−322	trim
98	FIRST TRUST ADVISORS LP	$43.6M	133,155	+71,425	add
99	ENVESTNET ASSET MANAGEMENT INC	$43.5M	133,078	+14,336	add
100	ABN AMRO INVESTMENT SOLUTIONS	$41.8M	127,796	+3,483	add
101	STATE OF WISCONSIN INVESTMENT BOARD	$41.2M	125,948	+2,533	add
102	Capital International, Inc./CA/	$40.1M	122,454	−26,254	trim
103	Columbus Hill Capital Management, L.P.	$40.0M	122,210	0	no change
104	MANE GLOBAL CAPITAL MANAGEMENT LP	$39.8M	121,773	+16,545	add
105	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$39.3M	120,162	+120,162	new
106	AltraVue Capital, LLC	$39.0M	119,280	−16,140	trim
107	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$38.4M	117,483	−11,079	trim
108	Chevy Chase Trust Holdings, LLC	$38.0M	116,140	−4,908	trim
109	Candriam S.C.A.	$37.3M	114,132	+376	add
110	PRUDENTIAL FINANCIAL INC	$37.3M	114,012	+6,217	add
111	Vanguard Investments Australia, Ltd.	$37.1M	113,421	—	no prior
112	NISSAY ASSET MANAGEMENT CORP /JAPAN	$36.0M	110,024	+42,178	add
113	Henshaw Capital LLC	$35.7M	109,000	—	no prior
114	RENAISSANCE TECHNOLOGIES LLC	$35.4M	108,216	+100,440	add
115	Railway Pension Investments Ltd	$34.9M	106,600	+106,600	new
116	GROUP ONE TRADING LLC	$34.6M	105,864	+7,354	add
117	ZACKS INVESTMENT MANAGEMENT	$34.5M	105,368	−3,285	trim
118	WINDWARD CAPITAL MANAGEMENT CO /CA	$34.1M	104,281	−590	trim
119	TD ASSET MANAGEMENT INC	$33.5M	102,412	+667	add
120	Asset Management One Co., Ltd.	$33.4M	102,257	−769	trim
121	CIBC Asset Management Inc	$33.2M	101,622	−1,963	trim
122	OSAIC HOLDINGS, INC.	$32.1M	98,204	+39,426	add
123	Cetera Investment Advisers	$32.1M	98,168	+4,316	add
124	Asset Advisors Investment Management, LLC	$32.0M	97,857	−227	trim
125	US BANCORP \DE\	$32.0M	97,716	+3,036	add
126	Freestone Grove Partners LP	$30.8M	94,278	+94,278	new
127	Baltimore-Washington Financial Advisors, Inc.	$30.7M	93,863	+1,865	add
128	MARKEL GROUP INC.	$30.7M	93,750	+4,000	add
129	Baird Financial Group, Inc.	$30.5M	93,160	+93,160	new
130	PAR CAPITAL MANAGEMENT INC	$29.4M	90,000	−44,900	trim
131	NOMURA ASSET MANAGEMENT CO LTD	$29.4M	89,816	+1,999	add
132	Covea Finance	$29.0M	88,618	−18,340	trim
133	BROWN ADVISORY INC	$28.9M	88,213	−1,766	trim
134	COMMONWEALTH EQUITY SERVICES, LLC	$28.4M	86,949	−6,632	trim
135	CIDEL ASSET MANAGEMENT INC	$28.1M	86,003	+6,234	add
136	Focus Partners Wealth	$27.9M	85,215	−4,432	trim
137	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$27.7M	84,631	+84,631	new
138	HighTower Advisors, LLC	$27.0M	82,581	−2,691	trim
139	Marex Group Ltd	$26.2M	80,052	+80,052	new
140	STIFEL FINANCIAL CORP	$26.0M	79,644	−3,145	trim
141	Cassaday & Co Wealth Management LLC	$25.5M	78,050	+3,685	add
142	AQR CAPITAL MANAGEMENT LLC	$25.3M	77,352	+10,535	add
143	State of New Jersey Common Pension Fund D	$25.2M	77,116	0	no change
144	Aristotle Atlantic Partners, LLC	$25.0M	76,508	−836	trim
145	Lansforsakringar Fondforvaltning AB (publ)	$24.5M	74,847	+872	add
146	Stillwater Capital Advisors, LLC	$24.4M	74,520	−1,090	trim
147	IMC-Chicago, LLC	$24.2M	74,042	−18,846	trim
148	Gotham Asset Management, LLC	$24.1M	73,763	+3,311	add
149	RENAISSANCE GROUP LLC	$24.0M	73,501	+73,501	new
150	EULAV Asset Management	$22.9M	70,000	+70,000	new
151	Tredje AP-fonden	$22.9M	69,921	+69,921	new
152	SEB Asset Management AB	$22.8M	69,646	—	no prior
153	Resona Asset Management Co.,Ltd.	$22.6M	69,489	+961	add
154	Allspring Global Investments Holdings, LLC	$22.6M	67,814	+56,757	add
155	Cerity Partners LLC	$22.5M	68,721	−5,522	trim
156	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$22.4M	68,633	+23,958	add
157	EASTERN BANK	$22.4M	68,617	+13,612	add
158	TORONTO DOMINION BANK	$22.1M	67,499	−11,573	trim
159	NORDEA INVESTMENT MANAGEMENT AB	$21.9M	67,746	−1,060	trim
160	ROYAL LONDON ASSET MANAGEMENT LTD	$21.3M	65,010	−1,791	trim
161	Daiwa Securities Group Inc.	$20.8M	63,662	+2,670	add
162	Arizona State Retirement System	$20.4M	62,496	−2,680	trim
163	Hudson Bay Capital Management LP	$19.8M	60,502	−28,676	trim
164	Czech National Bank	$19.6M	59,899	+1,167	add
165	Land & Buildings Investment Management, LLC	$19.5M	59,766	−3,889	trim
166	Segment Wealth Management, LLC	$19.4M	59,451	−1,098	trim
167	SAPIENT CAPITAL LLC	$19.4M	59,258	−1,915	trim
168	Swedbank AB	$19.0M	58,106	−12,371	trim
169	STATE OF MICHIGAN RETIREMENT SYSTEM	$18.8M	57,436	−900	trim
170	Zurcher Kantonalbank (Zurich Cantonalbank)	$18.5M	56,568	+56,568	new
171	XPONANCE LLC	$18.0M	55,133	+4,443	add
172	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$18.0M	55,088	+22,270	add
173	GUGGENHEIM CAPITAL LLC	$17.7M	54,219	−13,763	trim
174	Varma Mutual Pension Insurance Co	$17.4M	53,336	0	no change
175	Bridgewater Advisors Inc.	$17.4M	49,922	+2,491	add
176	LMR Partners LLP	$17.2M	52,514	+52,514	new
177	Capital International Sarl	$17.1M	52,319	−899	trim
178	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$16.8M	51,232	−576	trim
179	ASSETMARK, INC	$16.7M	50,940	+12,013	add
180	Rafferty Asset Management, LLC	$16.2M	49,449	−9,535	trim
181	TRILLIUM ASSET MANAGEMENT, LLC	$16.0M	78,836	+29,491	add
182	Aptus Capital Advisors, LLC	$16.0M	48,877	−44,808	trim
183	MERCER GLOBAL ADVISORS INC /ADV	$15.7M	47,935	+1,143	add
184	Rakuten Investment Management, Inc.	$15.6M	48,704	+4,580	add
185	COMPASS CAPITAL MANAGEMENT, INC	$15.4M	47,063	−2,366	trim
186	Retirement Systems of Alabama	$15.3M	46,706	−677	trim
187	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$15.1M	46,767	−942	trim
188	IFM Investors Pty Ltd	$15.1M	46,041	−101	trim
189	Point72 Asset Management, L.P.	$15.0M	45,820	+45,820	new
190	Empower Advisory Group, LLC	$14.5M	44,277	−9,968	trim
191	NewEdge Advisors, LLC	$14.4M	43,948	+43,948	new
192	MONTAG A & ASSOCIATES INC	$14.3M	43,716	−427	trim
193	UMB Bank, n.a.	$14.2M	43,303	−1,205	trim
194	BALDWIN WEALTH PARTNERS LLC/MA	$14.0M	42,808	−4,873	trim
195	CITIZENS FINANCIAL GROUP INC/RI	$14.0M	42,654	−1,230	trim
196	Rockefeller Capital Management L.P.	$13.7M	41,890	+9,434	add
197	TRUIST FINANCIAL CORP	$13.7M	41,831	−178	trim
198	CIBC WORLD MARKET INC.	$13.3M	40,776	+2,530	add
199	TEACHER RETIREMENT SYSTEM OF TEXAS	$13.3M	40,624	−892	trim
200	Private Advisor Group, LLC	$13.2M	40,252	−962	trim
201	Vanguard Personalized Indexing Management, LLC	$12.7M	38,716	+2,013	add
202	F/m Investments LLC	$12.4M	37,917	−65	trim
203	FIL Ltd	$12.1M	36,980	+23,045	add
204	Utah Retirement Systems	$11.8M	36,065	−1,372	trim
205	Spire Wealth Management	$11.7M	35,911	−1,432	trim
206	M&T BANK CORP	$11.7M	35,900	−5,638	trim
207	ING GROEP NV	$11.7M	35,735	+35,735	new
208	PERRYMAN FINANCIAL ADVISORY INC /AD	$11.5M	35,177	−91	trim
209	Wealthfront Advisers LLC	$11.4M	34,901	+2,814	add
210	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.2M	34,363	+6,493	add
211	SHELTON CAPITAL MANAGEMENT	$11.2M	34,235	−1,357	trim
212	Nippon Life Global Investors Americas, Inc.	$10.9M	33,300	−1,540	trim
213	BLAIR WILLIAM & CO/IL	$10.8M	33,035	+80	add
214	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$10.8M	32,964	+491	add
215	Qube Research & Technologies Ltd	$10.7M	32,839	+32,839	new
216	Kinsale Capital Group, Inc.	$10.6M	32,463	+1,702	add
217	Sumitomo Mitsui DS Asset Management Company, Ltd	$10.5M	32,162	+274	add
218	Shellback Capital, LP	$10.5M	32,000	+27,000	add
219	CHOREO, LLC	$10.3M	31,470	+241	add
220	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$10.3M	31,440	−9,504	trim
221	Positano Wealth Management Ltd	$10.2M	31,333	—	no prior
222	BANK OF NOVA SCOTIA	$10.2M	31,220	−29,350	trim
223	Orion Porfolio Solutions, LLC	$10.1M	30,816	−11,786	trim
224	CAPITAL INTERNATIONAL LTD /CA/	$10.1M	30,788	−2,847	trim
225	Beacon Pointe Advisors, LLC	$9.9M	30,348	+14,750	add
226	Andra AP-fonden	$9.8M	30,001	+30,001	new
227	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$9.8M	30,000	+30,000	new
228	Graham Capital Management, L.P.	$9.7M	29,733	+29,733	new
229	KMG FIDUCIARY PARTNERS, LLC	$9.5M	29,103	−1,434	trim
230	Savant Capital, LLC	$9.5M	28,897	+573	add
231	AIA Group Ltd	$9.0M	27,423	−5,677	trim
232	Swiss Life Asset Management Ltd	$8.9M	27,243	+7,966	add
233	Precision Wealth Strategies, LLC	$8.6M	26,353	+5,932	add
234	Cander Asset Management LP	$8.6M	26,240	+26,240	new
235	Lincoln Capital LLC	$8.5M	25,990	−311	trim
236	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$8.5M	25,880	+270	add
237	Consolidated Investment Group LLC	$8.4M	25,721	+845	add
238	UniSuper Management Pty Ltd	$8.4M	25,704	+6,004	add
239	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.2M	25,192	+25,192	new
240	Vontobel Holding Ltd.	$8.1M	24,904	+1,604	add
241	Allworth Financial LP	$8.1M	24,788	+1,071	add
242	BTC Capital Management, Inc.	$8.1M	24,644	−2,470	trim
243	Marietta Wealth Management, LLC	$8.0M	24,356	+465	add
244	Empowered Funds, LLC	$7.9M	24,218	+24,218	new
245	QRG CAPITAL MANAGEMENT, INC.	$7.7M	23,568	−118	trim
246	Y-Intercept (Hong Kong) Ltd	$7.7M	23,541	+23,541	new
247	Edgestream Partners, L.P.	$7.7M	23,440	+20,303	add
248	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.6M	23,388	−524	trim
249	OP Asset Management Ltd	$7.6M	23,355	—	no prior
250	NATIXIS	$7.5M	22,925	−1,296	trim
251	Sanctuary Advisors, LLC	$7.4M	22,773	+93	add
252	Steward Partners Investment Advisory, LLC	$7.4M	22,759	+2,326	add
253	MAI Capital Management	$7.4M	22,619	−1,572	trim
254	JANE STREET GROUP, LLC	$7.4M	22,618	−36,675	trim
255	BEACON INVESTMENT ADVISORS LLC	$7.4M	22,531	+41	add
256	Allianz Asset Management GmbH	$7.4M	22,497	+7,437	add
257	Eurizon Capital SGR S.p.A.	$7.4M	22,557	−17,743	trim
258	Kestra Advisory Services, LLC	$7.2M	22,153	−1,818	trim
259	Longaeva Partners L.P.	$7.2M	22,100	+8,336	add
260	Verition Fund Management LLC	$7.2M	21,940	−15,710	trim
261	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	$7.1M	21,860	+741	add
262	ASR Vermogensbeheer N.V.	$7.1M	21,716	+303	add
263	Federation des caisses Desjardins du Quebec	$7.1M	21,552	+7,104	add
264	Norinchukin Bank, The	$7.0M	21,332	+1,148	add
265	Tidal Investments LLC	$7.0M	21,318	+3,497	add
266	MACQUARIE GROUP LTD	$6.9M	21,249	−13,356	trim
267	MinichMacGregor Wealth Management, LLC	$6.9M	21,236	−1,520	trim
268	Baker Avenue Asset Management, LP	$6.9M	21,179	+151	add
269	Texas Yale Capital Corp.	$6.8M	20,722	0	no change
270	Tower Research Capital LLC (TRC)	$6.8M	20,645	+1,491	add
271	Stratos Wealth Partners, LTD.	$6.7M	20,348	−1,336	trim
272	Prospera Financial Services Inc	$6.6M	20,247	−5,534	trim
273	Harvest Portfolios Group Inc.	$6.6M	20,174	−2,347	trim
274	PROFUND ADVISORS LLC	$6.5M	19,915	−4,643	trim
275	Investment Management Corp of Ontario	$6.5M	19,727	+720	add
276	Summit Trail Advisors, LLC	$6.4M	19,634	+2,723	add
277	Moors & Cabot, Inc.	$6.4M	19,576	−70	trim
278	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.3M	19,276	+5,156	add
279	Gilman Hill Asset Management, LLC	$6.2M	18,901	+18,901	new
280	EAGLE CAPITAL MANAGEMENT LLC	$6.2M	18,811	0	no change
281	Vident Advisory, LLC	$6.1M	18,799	+1,367	add
282	Avanza Fonder AB	$6.1M	18,797	+2,313	add
283	OMC Financial Services LTD	$6.1M	18,734	+23	add
284	EagleClaw Capital Managment, LLC	$6.1M	18,725	−565	trim
285	NOMURA HOLDINGS INC	$6.1M	18,578	−3,889	trim
286	Union Bancaire Privee, UBP SA	$5.9M	20,953	+992	add
287	Compass Wealth Management LLC	$5.7M	17,524	−335	trim
288	CREDIT AGRICOLE S A	$5.6M	17,062	−1,498	trim
289	Lido Advisors, LLC	$5.6M	17,033	−944	trim
290	&PARTNERS	$5.6M	17,028	+1,676	add
291	Fiduciary Group, LLC	$5.5M	16,922	−297	trim
292	KING LUTHER CAPITAL MANAGEMENT CORP	$5.5M	16,895	+10,815	add
293	PETREDIS INVESTMENT ADVISORS LLC	$5.5M	16,697	−128	trim
294	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$5.4M	16,574	−4,794	trim
295	E Fund Management Co., Ltd.	$5.4M	16,446	—	no prior
296	SCHRODER INVESTMENT MANAGEMENT GROUP	$5.4M	16,419	+261	add
297	QUADRANT CAPITAL GROUP LLC	$5.3M	16,166	+155	add
298	World Investment Advisors	$5.2M	15,978	−36	trim
299	Taproot Management LP	$5.2M	15,806	+15,806	new
300	YHB Investment Advisors, Inc.	$5.1M	15,713	0	no change
301	Indivisible Partners	$5.1M	15,708	+15,708	new
302	PKO Investment Management Joint-Stock Co	$5.1M	15,600	−700	trim
303	Caprock Group, LLC	$5.1M	15,547	−1,259	trim
304	Sequoia Financial Advisors, LLC	$5.1M	15,505	−59	trim
305	Laird Norton Wetherby Trust Company, LLC	$5.0M	15,410	−86	trim
306	Callan Family Office, LLC	$5.0M	15,209	+204	add
307	Sone Capital Management, LLC	$4.8M	14,802	+14,802	new
308	Merit Financial Group, LLC	$4.8M	14,730	+177	add
309	Seneca House Advisors	$4.8M	14,724	+2,084	add
310	Wealthspire Advisors, LLC	$4.8M	14,556	−2,666	trim
311	Concurrent Investment Advisors, LLC	$4.8M	14,556	+2,579	add
312	Apollo Management Holdings, L.P.	$4.7M	14,300	+14,300	new
313	FOUNDATIONS INVESTMENT ADVISORS, LLC	$4.6M	14,108	−21	trim
314	Alphadyne Asset Management LP	$4.6M	13,995	+13,995	new
315	MML INVESTORS SERVICES, LLC	$4.5M	13,877	−6,756	trim
316	Capital Group Private Client Services, Inc.	$4.5M	13,876	−12,968	trim
317	AlphaCore Capital LLC	$4.4M	13,538	−98	trim
318	Brevan Howard Capital Management LP	$4.4M	13,461	+13,461	new
319	Pegasus Asset Management, Inc.	$4.4M	13,426	+3,579	add
320	MIZUHO SECURITIES USA LLC	$4.3M	13,296	−2,922	trim
321	VISTA INVESTMENT PARTNERS LLC	$4.3M	13,126	+373	add
322	Connor, Clark & Lunn Investment Management Ltd.	$4.3M	13,050	+13,050	new
323	SevenBridge Financial Group, LLC	$4.3M	11,588	+445	add
324	Forum Financial Management, LP	$4.2M	12,747	−1,897	trim
325	Armstrong, Fleming & Moore, Inc	$4.2M	12,730	−65	trim
326	Dai-ichi Life Insurance Company, Ltd	$4.1M	12,686	+3,476	add
327	B. Metzler seel. Sohn & Co. AG	$4.1M	12,450	+4,140	add
328	HB Wealth Management, LLC	$4.1M	12,423	+363	add
329	Elo Mutual Pension Insurance Co	$4.0M	12,187	−3,760	trim
330	CWA Asset Management Group, LLC	$4.0M	12,154	−504	trim
331	COMMERCE BANK	$4.0M	12,125	+1,027	add
332	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	$3.9M	11,867	−4	trim
333	Atlantic Union Bankshares Corp	$3.8M	11,689	−864	trim
334	Gladstone Institutional Advisory LLC	$3.8M	11,649	−1,165	trim
335	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.8M	11,574	+11,574	new
336	MCDONALD PARTNERS LLC	$3.7M	11,338	−125	trim
337	OMERS ADMINISTRATION Corp	$3.7M	11,333	+2,438	add
338	GHP Investment Advisors, Inc.	$3.7M	11,308	+210	add
339	Maryland State Retirement & Pension System	$3.7M	11,219	0	no change
340	RED CEDAR INVESTMENT MANAGEMENT, LLC	$3.6M	11,148	+2,737	add
341	BAXTER BROS INC	$3.6M	11,072	−385	trim
342	Brooklyn Investment Group	$3.6M	11,068	+3,636	add
343	OPPENHEIMER & CO INC	$3.6M	11,018	−685	trim
344	Siemens Fonds Invest GmbH	$3.6M	11,000	−12	trim
345	Global Wealth Management Investment Advisory, Inc.	$3.6M	10,870	−1,065	trim
346	Yarbrough Capital, LLC	$3.5M	10,853	0	no change
347	Genus Capital Management Inc.	$3.5M	10,800	+8,200	add
348	CWM, LLC	$3.4M	10,429	+293	add
349	Advisors Capital Management, LLC	$3.4M	10,258	−102	trim
350	TRITONPOINT WEALTH, LLC	$3.3M	10,233	−280	trim
351	Generali Asset Management SPA SGR	$3.3M	10,083	−499	trim
352	Focus Partners Advisor Solutions, LLC	$3.3M	9,966	−1,086	trim
353	Venture Visionary Partners LLC	$3.3M	9,959	−85	trim
354	FIDUCIARY TRUST CO	$3.2M	9,924	+1	add
355	AIGEN INVESTMENT MANAGEMENT, LP	$3.2M	9,798	+9,798	new
356	Cypress Wealth Services, LLC	$3.2M	9,782	−58	trim
357	Harold Davidson & Associates Inc.	$3.2M	9,714	−172	trim
358	Diversified Trust Co	$3.2M	9,704	−947	trim
359	MISSION WEALTH MANAGEMENT, LP	$3.2M	9,642	−317	trim
360	Wedmont Private Capital	$3.1M	8,961	+5,067	add
361	Jefferies Financial Group Inc.	$3.0M	9,260	−46,920	trim
362	HUB Investment Partners, LLC	$3.0M	9,188	−834	trim
363	TD Waterhouse Canada Inc.	$3.0M	8,992	+6,173	add
364	Penobscot Investment Management Company, Inc.	$3.0M	9,020	+645	add
365	MUFG Securities EMEA plc	$2.9M	9,017	−80,124	trim
366	PEAK6 LLC	$2.9M	9,003	−123,961	trim
367	Crossmark Global Holdings, Inc.	$2.9M	8,936	—	no prior
368	E. Ohman J:or Asset Management AB	$2.9M	8,920	−470	trim
369	EP Wealth Advisors, LLC	$2.9M	8,842	+2,695	add
370	VCI Wealth Management LLC	$2.9M	8,773	−133	trim
371	Composition Wealth, LLC	$2.9M	8,735	+1,233	add
372	PATTON FUND MANAGEMENT, INC.	$2.8M	8,585	+7,866	add
373	Empirical Finance, LLC	$2.8M	8,553	−29	trim
374	Verisail Partners, LLC	$2.8M	8,491	−113	trim
375	DAVENPORT & Co LLC	$2.8M	8,419	+60	add
376	CASTLEARK MANAGEMENT LLC	$2.7M	8,360	−15,860	trim
377	D'Orazio & Associates, Inc.	$2.7M	8,284	+16	add
378	ANCHYRA PARTNERS LLC	$2.7M	8,222	+46	add
379	Waverly Advisors, LLC	$2.7M	8,195	−47	trim
380	BOYAR ASSET MANAGEMENT INC.	$2.7M	8,132	0	no change
381	Apollon Wealth Management, LLC	$2.6M	8,092	−1,141	trim
382	Dakota Wealth Management	$2.6M	8,079	−1,872	trim
383	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.6M	7,919	+181	add
384	Capital Investment Advisors, LLC	$2.6M	7,839	+1,104	add
385	Ballentine Partners, LLC	$2.6M	7,821	−148	trim
386	VISTA INVESTMENT PARTNERS II, LLC	$2.5M	7,783	−46	trim
387	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$2.5M	7,754	+163	add
388	FULTON BREAKEFIELD BROENNIMAN LLC	$2.5M	7,606	−114	trim
389	Independent Advisor Alliance	$2.5M	7,578	−244	trim
390	COLDSTREAM CAPITAL MANAGEMENT INC	$2.4M	7,419	−735	trim
391	Jones Kertz & Associates, Inc.	$2.4M	7,376	−15	trim
392	Soltis Investment Advisors LLC	$2.4M	7,342	−27	trim
393	Meeder Advisory Services, Inc.	$2.4M	7,293	+593	add
394	TWO SIGMA SECURITIES, LLC	$2.4M	7,281	+7,281	new
395	Patten Group, Inc.	$2.3M	7,148	+229	add
396	Cresset Asset Management, LLC	$2.3M	7,102	−107	trim
397	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.3M	7,038	−79	trim
398	Global X Japan Co., Ltd.	$2.3M	6,920	+295	add
399	TOWNSQUARE CAPITAL LLC	$2.2M	6,874	+26	add
400	Abundance Wealth Counselors	$2.2M	6,863	−7	trim
401	Advisors Asset Management, Inc.	$2.2M	6,846	−2,457	trim
402	Bedell Frazier Investment Counselling, LLC	$2.2M	6,815	−65	trim
403	Chicago Wealth Management, Inc.	$2.2M	6,792	0	no change
404	Dougherty & Associates, LLC	$2.2M	6,736	−109	trim
405	D.A. DAVIDSON & CO.	$2.2M	6,725	−3,214	trim
406	INTECH INVESTMENT MANAGEMENT LLC	$2.2M	6,652	−1,005	trim
407	WINTON GROUP Ltd	$2.2M	6,651	+6,651	new
408	Royal Fund Management, LLC	$2.2M	6,594	−4	trim
409	Smartleaf Asset Management LLC	$2.1M	6,730	+964	add
410	North Dakota State Investment Board	$2.1M	6,500	−1,308	trim
411	Camarda Financial Advisors, LLC	$2.1M	6,444	+199	add
412	Pallas Capital Advisors LLC	$2.1M	6,431	−5	trim
413	Metis Global Partners, LLC	$2.1M	6,343	−805	trim
414	Summit Financial, LLC	$2.1M	6,328	−96	trim
415	Granite Investment Partners, LLC	$2.1M	6,305	+472	add
416	TEMA ETFS LLC	$2.0M	6,206	−1,342	trim
417	PENNINGTON PARTNERS & CO., LLC	$2.0M	6,188	−49	trim
418	KEYBANK NATIONAL ASSOCIATION/OH	$2.0M	6,185	+954	add
419	Capital Group Investment Management Pte. Ltd.	$2.0M	6,174	+259	add
420	Sowell Financial Services LLC	$2.0M	6,172	+1,782	add
421	Hennion & Walsh Asset Management, Inc.	$2.0M	6,150	−4,362	trim
422	Apella Capital, LLC	$2.0M	5,257	+3,141	add
423	Equitable Holdings, Inc.	$2.0M	6,301	+868	add
424	LGT Fund Management Co Ltd.	$2.0M	6,000	+2,000	add
425	Papamarkou Wellner Asset Management inc.	$2.0M	5,990	+100	add
426	Kovack Advisors, Inc.	$2.0M	5,955	−425	trim
427	Sargent Investment Group, LLC	$2.0M	5,982	+28	add
428	SECURIAN ASSET MANAGEMENT, INC	$1.9M	5,956	−100	trim
429	Atria Investments, Inc	$1.9M	5,920	+2,357	add
430	Squarepoint Ops LLC	$1.9M	5,846	−90	trim
431	GKV Capital Management Co., Inc.	$1.9M	5,785	0	no change
432	SIGNATUREFD, LLC	$1.9M	5,703	−1,040	trim
433	ZEGA Investments, LLC	$1.9M	5,702	+6	add
434	BENJAMIN EDWARDS INC	$1.9M	5,674	+325	add
435	Blue Trust, Inc.	$1.8M	5,630	−27	trim
436	SIG BROKERAGE, LP	$1.8M	5,618	−1,301	trim
437	FMB WEALTH MANAGEMENT	$1.8M	5,602	−77	trim
438	Old North State Wealth Management, LLC	$1.8M	5,600	0	no change
439	KCM INVESTMENT ADVISORS LLC	$1.8M	5,594	−804	trim
440	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.8M	5,576	−376	trim
441	Evercore Wealth Management, LLC	$1.8M	5,574	−151	trim
442	Mission Creek Capital Partners, Inc.	$1.8M	5,559	−3,589	trim
443	PRUDENTIAL PLC	$1.8M	5,517	+1,221	add
444	CONDOR CAPITAL MANAGEMENT	$1.8M	5,505	−52	trim
445	HF Advisory Group, LLC	$1.8M	5,470	+5	add
446	MILESTONE ASSET MANAGEMENT, LLC	$1.8M	5,439	0	no change
447	EVERGREEN CAPITAL MANAGEMENT LLC	$1.8M	5,355	−510	trim
448	Farringdon Capital, Ltd.	$1.7M	5,342	+5,342	new
449	Oxinas Partners, LLC	$1.7M	5,342	−2,470	trim
450	Wescott Financial Advisory Group, LLC	$1.7M	5,320	+2	add
451	Hartford Funds Management Co LLC	$1.7M	5,307	+4	add
452	PATRON PARTNERS, LLC	$1.7M	5,241	+598	add
453	SNOWWATER INVESTMENT PARTNERS, LLC	$1.7M	5,232	+46	add
454	Susquehanna Portfolio Strategies, LLC	$1.7M	5,186	0	no change
455	CI INVESTMENTS INC.	$1.7M	5,160	−11	trim
456	Calamos Advisors LLC	$1.7M	5,156	−14,953	trim
457	Calamos Wealth Management LLC	$1.7M	5,156	+3,824	add
458	NEW VERNON INVESTMENT MANAGEMENT LLC	$1.7M	5,095	0	no change
459	Connecticut Wealth Management, LLC	$1.7M	5,075	−49	trim
460	HANCOCK WHITNEY CORP	$1.6M	4,522	+4,522	new
461	Aaron Wealth Advisors LLC	$1.6M	4,968	+340	add
462	Annis Gardner Whiting Capital Advisors, LLC	$1.6M	4,950	−1,846	trim
463	Raab & Moskowitz Asset Management LLC	$1.6M	4,929	−3,673	trim
464	Founders Financial Alliance, LLC	$1.6M	4,918	+527	add
465	Taylor Financial Group, Inc.	$1.6M	4,916	0	no change
466	Ullmann Wealth Partners Group, LLC	$1.6M	4,906	−500	trim
467	Sigma Planning Corp	$1.6M	4,899	+2,129	add
468	Modera Wealth Management, LLC	$1.6M	4,869	+122	add
469	CDM FINANCIAL COUNSELING SERVICES, INC.	$1.6M	4,857	+177	add
470	OneDigital Investment Advisors LLC	$1.6M	4,846	−240	trim
471	WT Wealth Management	$1.6M	4,820	+4,820	new
472	Proactive Wealth Strategies LLC	$1.6M	4,796	+2,404	add
473	CANADA PENSION PLAN INVESTMENT BOARD	$1.6M	4,782	−65,611	trim
474	STEPHENS INC /AR/	$1.6M	4,767	+222	add
475	BOOTHBAY FUND MANAGEMENT, LLC	$1.6M	4,750	+4,750	new
476	MGO ONE SEVEN LLC	$1.6M	4,741	−1,321	trim
477	Evernest Financial Advisors, LLC	$1.6M	4,299	+71	add
478	Vise Technologies, Inc.	$1.5M	4,978	0	no change
479	Kintegral Advisory, LLC	$1.5M	4,705	−209	trim
480	BIP Wealth, LLC	$1.5M	4,688	+115	add
481	Marshall Financial Group, LLC	$1.5M	4,675	0	no change
482	MidFirst Bank	$1.5M	4,666	−24	trim
483	DecisionPoint Financial, LLC	$1.5M	4,650	0	no change
484	Institute for Wealth Management, LLC.	$1.5M	4,608	−50	trim
485	Chicago Capital, LLC	$1.5M	4,564	+14	add
486	BOCHK Asset Management Ltd	$1.5M	4,540	−660	trim
487	Ascent Group, LLC	$1.5M	4,518	+881	add
488	iSAM Funds (UK) Ltd	$1.5M	4,501	+4,501	new
489	Smith Salley Wealth Management	$1.5M	4,485	−291	trim
490	Turtle Creek Wealth Advisors, LLC	$1.5M	4,478	+92	add
491	SAGESPRING WEALTH PARTNERS, LLC	$1.5M	4,466	+343	add
492	Signal Advisors Wealth, LLC	$1.5M	4,451	+124	add
493	Alpha Omega Wealth Management LLC	$1.5M	4,446	−40	trim
494	ICICI Prudential Asset Management Co Ltd	$1.4M	4,391	+85	add
495	LifeWealth Investments, LLC	$1.4M	4,365	−1	trim
496	Birch Hill Investment Advisors LLC	$1.4M	4,291	0	no change
497	Mesirow Financial Investment Management, Inc.	$1.4M	4,276	+38	add
498	Regal Investment Advisors LLC	$1.4M	4,227	+4,227	new
499	Joel Isaacson & Co., LLC	$1.4M	4,208	0	no change
500	Brookstone Capital Management	$1.4M	4,196	+215	add

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

Congress ↔ notable managers · MAR

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: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 2 Markel Group, Gotham Asset Management $54.8M held
Trimming: 2 Fundsmith, Bridgewater Associates $1.1B held

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

Merged timeline of congressional filings and notable-manager moves on MAR
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+3,311 sh
2026-05-15	Fundsmith 13F	trim	−609,055 sh
2026-05-15	Bridgewater Associates 13F	exit	−6,161 sh
2026-05-01	Markel Group 13F	add	+4,000 sh

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

16 members of Congress disclosed MAR — the congressional view ↗