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 ↗

MARRIOTT INTL INC NEW · CL A · Q1 2026 · 16 members disclosed MAR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,184 holders are listed, largest first: 1,184
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $42.4B
holders whose share count rose or who opened the position (new + add), by shares: 534
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 84

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 MAR ranked by reported value, 1–25 of 1,184 holders
#	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

Show the top 500 of 1,184 holders

13F holders of MAR ranked by reported value, 26–500 of 1,184 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 1,184 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 · MAR

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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
2026-05-15	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

4 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.