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 ↗

MEDPACE HLDGS INC · common stock · Q1 2026 · 7 members disclosed MEDP ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 536 holders are listed, largest first: 536
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $8.6B
holders whose share count rose or who opened the position (new + add), by shares: 240
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 99

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 MEDP ranked by reported value, 1–25 of 536 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.2B	2,470,440	+57,823	ADD
2	AQR CAPITAL MANAGEMENT LLC	$634M	1,353,837	+4,134	ADD
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$539M	1,121,689	—	NO PRIOR
4	VANGUARD CAPITAL MANAGEMENT LLC	$486M	1,011,071	—	NO PRIOR
5	WASATCH ADVISORS LP	$372M	773,931	+125,625	ADD
6	STATE STREET CORP	$328M	682,229	+17,336	ADD
7	Invesco Ltd.	$277M	577,574	+94,949	ADD
8	RENAISSANCE TECHNOLOGIES LLC	$242M	504,668	+38,760	ADD
9	Mawer Investment Management Ltd.	$214M	446,104	+38,802	ADD
10	D. E. Shaw & Co., Inc.	$208M	432,602	−95,630	TRIM
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$190M	395,769	+20,736	ADD
12	DIMENSIONAL FUND ADVISORS LP	$167M	348,485	−10,865	TRIM
13	UBS Group AG	$163M	340,433	+11,554	ADD
14	MORGAN STANLEY	$138M	288,422	−128,256	TRIM
15	NORTHERN TRUST CORP	$109M	226,280	+7,367	ADD
16	BANK OF AMERICA CORP /DE/	$102M	212,183	+1,487	ADD
17	FRANKLIN RESOURCES INC	$96.9M	201,711	−97,761	TRIM
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$94.4M	196,513	+6,726	ADD
19	TWO SIGMA INVESTMENTS, LP	$84.8M	176,557	+119,176	ADD
20	Stephens Investment Management Group LLC	$78.2M	162,797	+43,680	ADD
21	FMR LLC	$77.1M	160,585	−43,136	TRIM
22	VANGUARD FIDUCIARY TRUST CO	$68.4M	142,535	—	NO PRIOR
23	Epoch Investment Partners, Inc.	$67.7M	140,959	+112,001	ADD
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$67.6M	140,807	+23,548	ADD
25	Turtle Creek Asset Management Inc.	$65.1M	135,570	+132,770	ADD

Show the top 500 of 536 holders

13F holders of MEDP ranked by reported value, 26–500 of 536 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Connor, Clark & Lunn Investment Management Ltd.	$64.7M	134,838	−7,518	TRIM
27	TD ASSET MANAGEMENT INC	$63.9M	133,053	+81,513	ADD
28	ENVESTNET ASSET MANAGEMENT INC	$63.9M	133,024	+8,080	ADD
29	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$62.5M	130,249	+50,031	ADD
30	RAYMOND JAMES FINANCIAL INC	$62.2M	131,373	+42,079	ADD
31	Janus Henderson Group Ltd.	$60.0M	124,954	+21,709	ADD
32	ROYAL BANK OF CANADA	$59.5M	123,929	+3,961	ADD
33	Assenagon Asset Management S.A.	$55.9M	116,323	+109,051	ADD
34	NORDEA INVESTMENT MANAGEMENT AB	$52.8M	113,462	+49,678	ADD
35	Smith Group Asset Management, LLC	$49.7M	103,603	+8,821	ADD
36	Candriam S.C.A.	$49.6M	103,349	+64,314	ADD
37	Annex Advisory Services, LLC	$45.5M	94,656	+2,963	ADD
38	CITIGROUP INC	$45.1M	93,999	−1,628	TRIM
39	Nuveen, LLC	$42.5M	88,537	+1,735	ADD
40	MAIRS & POWER INC	$41.2M	85,720	+19,055	ADD
41	Cerity Partners LLC	$39.4M	82,077	+1,104	ADD
42	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$35.9M	74,730	−64,631	TRIM
43	FULLER & THALER ASSET MANAGEMENT, INC.	$35.4M	73,655	+73,655	NEW
44	Man Group plc	$32.8M	68,272	−10,848	TRIM
45	IEQ CAPITAL, LLC	$31.7M	66,044	−29,234	TRIM
46	FIRST TRUST ADVISORS LP	$31.1M	64,677	−3,008	TRIM
47	Retirement Systems of Alabama	$30.4M	63,351	+781	ADD
48	BARCLAYS PLC	$30.1M	62,707	+32,660	ADD
49	Fundsmith LLP	$30.1M	62,668	−19,899	TRIM
50	Amundi	$29.4M	61,139	+57,288	ADD
51	PANAGORA ASSET MANAGEMENT INC	$28.8M	60,028	+5,364	ADD
52	Squarepoint Ops LLC	$28.3M	58,875	+25,406	ADD
53	Spyglass Capital Management LLC	$26.8M	55,755	−13,420	TRIM
54	SEI INVESTMENTS CO	$26.6M	55,421	−33,861	TRIM
55	CANADA PENSION PLAN INVESTMENT BOARD	$26.2M	54,594	+33,414	ADD
56	RICE HALL JAMES & ASSOCIATES, LLC	$25.9M	53,983	−8,531	TRIM
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$25.1M	52,363	+4,239	ADD
58	VICTORY CAPITAL MANAGEMENT INC	$24.5M	50,951	+1,093	ADD
59	PRINCIPAL FINANCIAL GROUP INC	$24.2M	50,442	+2,740	ADD
60	Heron Bay Capital Management	$24.2M	50,293	+30,862	ADD
61	NewEdge Wealth, LLC	$23.9M	49,777	+45,428	ADD
62	WELLINGTON MANAGEMENT GROUP LLP	$23.2M	48,222	+420	ADD
63	WELLS FARGO & COMPANY/MN	$23.1M	48,056	+3,302	ADD
64	LPL Financial LLC	$22.0M	45,830	+8,993	ADD
65	Swiss National Bank	$21.4M	44,480	+160	ADD
66	Aberdeen Group plc	$20.5M	42,748	0	NO CHANGE
67	BALYASNY ASSET MANAGEMENT L.P.	$20.3M	42,293	+42,293	NEW
68	Bridgewater Associates, LP	$19.8M	41,135	+6,833	ADD
69	Legal & General Group Plc	$19.5M	40,579	−3,503	TRIM
70	Crow's Nest Holdings LP	$19.2M	40,000	+40,000	NEW
71	Mariner, LLC	$19.2M	39,977	+2,197	ADD
72	STIFEL FINANCIAL CORP	$18.5M	38,477	−2,102	TRIM
73	McGuire Investment Group, LLC	$17.0M	35,375	−3,697	TRIM
74	CWM, LLC	$16.7M	34,731	−1,615	TRIM
75	ALLIANCEBERNSTEIN L.P.	$15.9M	28,364	−2,583	TRIM
76	Distillate Capital Partners LLC	$15.7M	32,765	+32,765	NEW
77	EULAV Asset Management	$15.6M	32,512	−6	TRIM
78	Universal- Beteiligungs- und Servicegesellschaft mbH	$15.6M	32,450	+7,409	ADD
79	BNP Paribas Asset Management Holding S.A.	$14.6M	30,437	+5,486	ADD
80	Allianz Asset Management GmbH	$14.3M	29,837	+15,630	ADD
81	FEDERATED HERMES, INC.	$14.1M	29,262	+17,235	ADD
82	Ensign Peak Advisors, Inc	$13.9M	29,050	−1,441	TRIM
83	Trexquant Investment LP	$13.7M	28,516	+398	ADD
84	CABOT WEALTH MANAGEMENT INC	$13.3M	27,625	+9,085	ADD
85	OPPENHEIMER ASSET MANAGEMENT INC.	$13.1M	27,317	−1,285	TRIM
86	Empowered Funds, LLC	$12.4M	25,730	+6,113	ADD
87	LAZARD ASSET MANAGEMENT LLC	$12.3M	25,640	+5,602	ADD
88	Gotham Asset Management, LLC	$12.2M	25,474	+8,232	ADD
89	RENAISSANCE GROUP LLC	$11.8M	24,494	+4,452	ADD
90	Artemis Investment Management LLP	$11.5M	24,010	+24,010	NEW
91	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.9M	22,701	+725	ADD
92	KING LUTHER CAPITAL MANAGEMENT CORP	$10.5M	21,888	+3,557	ADD
93	AMERICAN CENTURY COMPANIES INC	$10.5M	21,873	−8,777	TRIM
94	CI INVESTMENTS INC.	$10.0M	20,893	−763	TRIM
95	VANGUARD ASSET MANAGEMENT, Ltd	$9.8M	20,330	—	NO PRIOR
96	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$9.3M	19,316	−413	TRIM
97	Ascent Group, LLC	$9.2M	19,143	+756	ADD
98	FIL Ltd	$8.8M	18,227	+3,383	ADD
99	MERCER GLOBAL ADVISORS INC /ADV	$8.6M	18,004	−10,060	TRIM
100	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$8.5M	18,772	−3,170	TRIM
101	INTECH INVESTMENT MANAGEMENT LLC	$8.2M	17,064	−1,147	TRIM
102	STATE OF WISCONSIN INVESTMENT BOARD	$8.1M	16,926	−515	TRIM
103	Cetera Investment Advisers	$8.1M	16,881	−3,189	TRIM
104	Palisades Investment Partners, LLC	$7.9M	16,513	+239	ADD
105	OSAIC HOLDINGS, INC.	$7.8M	16,277	−6,409	TRIM
106	Creative Planning	$7.7M	16,032	−1,476	TRIM
107	Chevy Chase Trust Holdings, LLC	$7.1M	14,855	+7,864	ADD
108	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.9M	14,433	−2,063	TRIM
109	Militia Capital Management LLC	$6.8M	14,116	—	NO PRIOR
110	Crossmark Global Holdings, Inc.	$6.4M	13,282	—	NO PRIOR
111	TRUIST FINANCIAL CORP	$6.3M	13,144	+1,327	ADD
112	FIRST FOUNDATION ADVISORS	$6.3M	13,061	+40	ADD
113	PDT Partners, LLC	$6.2M	12,895	0	NO CHANGE
114	Moran Wealth Management, LLC	$6.2M	12,845	−582	TRIM
115	Empirical Finance, LLC	$6.1M	12,663	+5,667	ADD
116	Engineers Gate Manager LP	$5.9M	12,363	−256	TRIM
117	Swedbank AB	$5.8M	12,000	−10,000	TRIM
118	PFA Pension, Forsikringsaktieselskab	$5.6M	11,589	+11,589	NEW
119	Alpine Peaks Capital, LP	$5.5M	11,356	+1,850	ADD
120	Eurizon SLJ Capital Ltd	$5.4M	11,680	+1,969	ADD
121	Transamerica Financial Advisors, LLC	$5.3M	11,093	−728	TRIM
122	Strategic Global Advisors, LLC	$5.2M	10,751	−280	TRIM
123	CASTLEARK MANAGEMENT LLC	$4.8M	10,030	−92	TRIM
124	DEUTSCHE BANK AG\	$4.8M	9,915	+2,967	ADD
125	Quantinno Capital Management LP	$4.7M	9,882	−662	TRIM
126	PRUDENTIAL PLC	$4.7M	9,729	−4,631	TRIM
127	PRUDENTIAL FINANCIAL INC	$4.7M	9,715	−17,796	TRIM
128	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.5M	9,429	+9,429	NEW
129	Davidson Capital Management Inc.	$4.4M	9,267	+274	ADD
130	GUGGENHEIM CAPITAL LLC	$4.4M	9,237	+4,974	ADD
131	Oxbow Advisors, LLC	$4.4M	9,201	+3	ADD
132	Vanguard Global Advisers, LLC	$4.4M	9,087	—	NO PRIOR
133	Beacon Pointe Advisors, LLC	$4.3M	9,054	+6,474	ADD
134	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.1M	8,592	−669	TRIM
135	VOYA INVESTMENT MANAGEMENT LLC	$3.9M	8,108	−2,742	TRIM
136	Larson Financial Group LLC	$3.9M	8,097	−843	TRIM
137	NATIXIS	$3.8M	7,948	+7,902	ADD
138	Taproot Management LP	$3.8M	7,819	+7,819	NEW
139	HANCOCK WHITNEY CORP	$3.7M	8,934	+8,934	NEW
140	State of New Jersey Common Pension Fund D	$3.7M	7,746	+46	ADD
141	BLAIR WILLIAM & CO/IL	$3.6M	7,518	−482	TRIM
142	Verition Fund Management LLC	$3.6M	7,440	+2,420	ADD
143	FIFTH THIRD BANCORP	$3.5M	7,338	+6,956	ADD
144	SCHRODER INVESTMENT MANAGEMENT GROUP	$3.4M	7,479	+3,258	ADD
145	TEACHER RETIREMENT SYSTEM OF TEXAS	$3.4M	7,077	+2,327	ADD
146	Qube Research & Technologies Ltd	$3.4M	7,012	−146,673	TRIM
147	Focus Partners Wealth	$3.2M	6,696	−1,475	TRIM
148	Pathstone Holdings, LLC	$3.2M	6,615	+181	ADD
149	NATIONAL BANK OF CANADA /FI/	$3.2M	6,567	−3,156	TRIM
150	BANK OF MONTREAL /CAN/	$3.1M	6,538	+3,663	ADD
151	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.0M	6,332	+6,332	NEW
152	HUSSMAN STRATEGIC ADVISORS, INC.	$3.0M	6,300	+6,300	NEW
153	Arizona State Retirement System	$3.0M	6,173	−107	TRIM
154	US BANCORP \DE\	$2.9M	6,027	−18	TRIM
155	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$2.9M	6,000	0	NO CHANGE
156	Walleye Capital LLC	$2.9M	5,995	−3,162	TRIM
157	Sone Capital Management, LLC	$2.8M	5,869	+5,869	NEW
158	Berkeley, Inc	$2.8M	5,757	+3,063	ADD
159	HOMESTEAD ADVISERS CORP	$2.8M	5,750	0	NO CHANGE
160	Vanguard Investments Australia, Ltd.	$2.7M	5,707	—	NO PRIOR
161	Tidal Investments LLC	$2.7M	5,697	−2,017	TRIM
162	MILLENNIUM MANAGEMENT LLC	$2.7M	5,676	−46,315	TRIM
163	Atria Investments, Inc	$2.7M	5,647	+234	ADD
164	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.7M	5,618	+49	ADD
165	Merit Financial Group, LLC	$2.7M	5,615	−2,144	TRIM
166	Allworth Financial LP	$2.7M	5,582	+132	ADD
167	Inspire Investing, LLC	$2.7M	5,551	+904	ADD
168	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.7M	6,429	+3,101	ADD
169	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.6M	5,399	+100	ADD
170	Aquatic Capital Management LLC	$2.5M	5,283	−2,903	TRIM
171	PICTON MAHONEY ASSET MANAGEMENT	$2.4M	5,092	+5,092	NEW
172	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.4M	5,023	+44	ADD
173	Lifestyle Asset Management, Inc.	$2.4M	5,018	+360	ADD
174	XPONANCE LLC	$2.4M	4,966	+618	ADD
175	New Age Alpha Advisors, LLC	$2.4M	4,903	−112	TRIM
176	Focus Partners Advisor Solutions, LLC	$2.3M	4,716	−876	TRIM
177	HighTower Advisors, LLC	$2.2M	4,682	−771	TRIM
178	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.2M	4,597	+4,597	NEW
179	Vanguard Personalized Indexing Management, LLC	$2.2M	4,572	−177	TRIM
180	Orion Porfolio Solutions, LLC	$2.1M	4,461	+211	ADD
181	Linden Thomas Advisory Services, LLC	$2.1M	4,422	−296	TRIM
182	Joseph Group Capital Management	$2.1M	4,420	+333	ADD
183	&PARTNERS	$2.1M	4,360	−458	TRIM
184	Vident Advisory, LLC	$2.1M	4,274	+1,177	ADD
185	AXXCESS WEALTH MANAGEMENT, LLC	$2.0M	4,196	+133	ADD
186	Ameritas Investment Partners, Inc.	$2.0M	4,130	+52	ADD
187	HSBC HOLDINGS PLC	$1.9M	4,087	−3,571	TRIM
188	CIM, LLC	$1.9M	4,023	−242	TRIM
189	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.9M	3,965	−4,000	TRIM
190	Asset Management One Co., Ltd.	$1.9M	3,960	+3,960	NEW
191	Illinois Municipal Retirement Fund	$1.9M	3,932	+1,524	ADD
192	Waverly Advisors, LLC	$1.9M	3,931	+1,853	ADD
193	HBK Sorce Advisory LLC	$1.9M	4,423	−525	TRIM
194	Edgestream Partners, L.P.	$1.8M	3,752	−1,647	TRIM
195	OMERS ADMINISTRATION Corp	$1.8M	3,750	+3,000	ADD
196	ROBERTS GLORE & CO INC /IL/	$1.8M	3,733	0	NO CHANGE
197	OP Asset Management Ltd	$1.8M	3,718	—	NO PRIOR
198	XTX Topco Ltd	$1.8M	3,716	+3,716	NEW
199	Pictet Asset Management Holding SA	$1.8M	3,686	−5,757	TRIM
200	MML INVESTORS SERVICES, LLC	$1.8M	3,660	−2,354	TRIM
201	COMMONWEALTH EQUITY SERVICES, LLC	$1.7M	3,615	−17,486	TRIM
202	Bank Julius Baer & Co. Ltd, Zurich	$1.7M	3,754	−499	TRIM
203	LGT Fund Management Co Ltd.	$1.7M	3,500	−6,800	TRIM
204	Pallas Capital Advisors LLC	$1.6M	3,290	−2,561	TRIM
205	Jefferies Financial Group Inc.	$1.6M	3,247	−7,466	TRIM
206	Westover Capital Advisors, LLC	$1.5M	3,189	−4	TRIM
207	Schear Investment Advisers, LLC	$1.5M	3,102	+3,102	NEW
208	SHEETS SMITH WEALTH MANAGEMENT	$1.5M	3,035	−10	TRIM
209	GLR Partners, LLC	$1.4M	3,003	—	NO PRIOR
210	BROWN ADVISORY INC	$1.4M	2,884	−422	TRIM
211	Clark Capital Management Group, Inc.	$1.4M	2,880	+2,880	NEW
212	Allspring Global Investments Holdings, LLC	$1.4M	2,814	−839	TRIM
213	Numerai GP LLC	$1.4M	2,857	+2,175	ADD
214	QUADRANT CAPITAL GROUP LLC	$1.4M	2,833	−160	TRIM
215	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.4M	2,830	−2,560	TRIM
216	NewEdge Advisors, LLC	$1.3M	2,757	+853	ADD
217	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.3M	2,747	+742	ADD
218	EXCHANGE TRADED CONCEPTS, LLC	$1.3M	2,719	+492	ADD
219	Advisors Asset Management, Inc.	$1.3M	2,656	−548	TRIM
220	EVOLVE PRIVATE WEALTH, LLC	$1.3M	2,655	−1,070	TRIM
221	Summit Trail Advisors, LLC	$1.3M	2,649	+992	ADD
222	PineStone Asset Management Inc.	$1.3M	2,640	−22,060	TRIM
223	Dakota Wealth Management	$1.3M	2,625	+971	ADD
224	BloombergSen Inc.	$1.3M	2,618	+601	ADD
225	Krilogy Financial LLC	$1.2M	2,398	−1,571	TRIM
226	LECAP ASSET MANAGEMENT LTD	$1.2M	2,547	−1,235	TRIM
227	BOOTHBAY FUND MANAGEMENT, LLC	$1.2M	2,509	+2,509	NEW
228	Robeco Institutional Asset Management B.V.	$1.2M	2,433	−8,176	TRIM
229	Ducere Wealth Management LLC	$1.2M	2,426	−517	TRIM
230	Guilbault Capital LLC	$1.2M	2,418	—	NO PRIOR
231	VestGen Investment Management	$1.2M	2,396	−117	TRIM
232	PDS Planning, Inc	$1.1M	2,376	+2	ADD
233	Sivia Capital Partners, LLC	$1.1M	2,364	+249	ADD
234	Womack Financial LLC	$1.1M	2,360	−25	TRIM
235	Private Advisor Group, LLC	$1.1M	2,342	−70	TRIM
236	BLALOCK WILLIAMS, LLC	$1.1M	2,239	+63	ADD
237	Chicago Partners Investment Group LLC	$1.1M	2,109	+191	ADD
238	ProShare Advisors LLC	$1.1M	2,203	+32	ADD
239	BENJAMIN EDWARDS INC	$1.0M	2,179	+18	ADD
240	Equitable Holdings, Inc.	$1.0M	1,857	+535	ADD
241	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.0M	2,127	−766	TRIM
242	Havemeyer Place LP	$1.0M	2,113	+27	ADD
243	Bull Harbor Capital LLC	$1.0M	2,093	—	NO PRIOR
244	FORA Capital, LLC	$999K	2,080	−211	TRIM
245	Marshall Financial Group, LLC	$984K	2,050	+44	ADD
246	Financiere des Professionnels - Fonds d'investissement inc.	$973K	2,026	0	NO CHANGE
247	Quantedge Capital Pte Ltd	$960K	2,000	−3,280	TRIM
248	Core Wealth Partners LLC	$960K	2,000	0	NO CHANGE
249	NOVEM GROUP	$944K	1,966	+129	ADD
250	Meeder Advisory Services, Inc.	$922K	1,921	+17	ADD
251	Kestra Investment Management, LLC	$919K	1,914	+1,914	NEW
252	Swiss Life Asset Management Ltd	$918K	1,912	+332	ADD
253	NLB Skladi, upravljanje premozenja, d.o.o.	$912K	1,900	0	NO CHANGE
254	Federation des caisses Desjardins du Quebec	$912K	1,898	−143	TRIM
255	Global Financial Private Client, LLC	$909K	1,892	+320	ADD
256	Citizens Business Bank	$860K	1,790	0	NO CHANGE
257	HB Wealth Management, LLC	$859K	1,789	+235	ADD
258	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$852K	1,774	−10	TRIM
259	Sanctuary Advisors, LLC	$836K	1,742	−1,762	TRIM
260	NorthCrest Asset Manangement, LLC	$836K	1,677	−1,793	TRIM
261	FIDUCIARY TRUST CO	$818K	1,704	0	NO CHANGE
262	Daiwa Securities Group Inc.	$812K	1,690	−1,702	TRIM
263	VARCOV Co.	$805K	1,676	+1,676	NEW
264	JANE STREET GROUP, LLC	$798K	1,661	−26,628	TRIM
265	SECURIAN ASSET MANAGEMENT, INC	$794K	1,653	−9	TRIM
266	Corient Private Wealth LLC	$773K	1,613	−1,842	TRIM
267	Archford Capital Strategies, LLC	$755K	1,573	−117	TRIM
268	LRT Capital Management, LLC	$748K	1,558	−330	TRIM
269	Mirae Asset Global Investments Co., Ltd.	$745K	1,551	+113	ADD
270	LGT Group Foundation	$731K	1,522	+38	ADD
271	KESTRA PRIVATE WEALTH SERVICES, LLC	$730K	1,520	−3	TRIM
272	denkapparat Operations GmbH	$712K	1,482	0	NO CHANGE
273	Enhancing Capital LLC	$702K	1,462	0	NO CHANGE
274	WADDELL & ASSOCIATES, LLC	$697K	1,451	−4	TRIM
275	Keebeck Wealth Management	$689K	1,434	+120	ADD
276	Independent Advisor Alliance	$688K	1,433	−1	TRIM
277	Compound Planning, Inc.	$688K	1,432	+108	ADD
278	Impact Partnership Wealth, LLC	$685K	1,426	+455	ADD
279	Perbak Capital Partners LLP	$670K	1,396	+1,396	NEW
280	COLDSTREAM CAPITAL MANAGEMENT INC	$653K	1,359	−40	TRIM
281	Brooklyn Investment Group	$648K	1,349	+437	ADD
282	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$646K	1,345	+1,345	NEW
283	INDEPENDENT FINANCIAL GROUP, LLC	$644K	1,341	—	NO PRIOR
284	Steward Partners Investment Advisory, LLC	$644K	1,341	−159	TRIM
285	NOMURA HOLDINGS INC	$626K	1,304	−1,159	TRIM
286	VestGen Advisors, LLC	$587K	1,399	+21	ADD
287	Gibbs Wealth Management	$586K	1,221	+828	ADD
288	Worthington Financial Partners, LLC	$585K	1,218	−709	TRIM
289	Alliance Wealth Advisors, LLC /UT	$580K	1,208	−405	TRIM
290	Catalyst Capital Advisors LLC	$571K	1,190	0	NO CHANGE
291	Maryland State Retirement & Pension System	$570K	1,188	0	NO CHANGE
292	Utah Retirement Systems	$568K	1,182	0	NO CHANGE
293	Graham Capital Management, L.P.	$566K	1,178	−262	TRIM
294	Empirical Asset Management, LLC	$565K	1,176	−827	TRIM
295	Mission Creek Capital Partners, Inc.	$562K	1,171	+348	ADD
296	MAI Capital Management	$554K	1,154	+994	ADD
297	Portside Wealth Group, LLC	$548K	1,142	+36	ADD
298	ALPS ADVISORS INC	$528K	1,099	+1,099	NEW
299	J2 Capital Management Inc	$521K	1,086	+1,086	NEW
300	Kera Capital Partners, Inc.	$516K	1,075	−63	TRIM
301	Integrated Quantitative Investments LLC	$506K	1,054	+1,054	NEW
302	Precision Wealth Strategies, LLC	$503K	1,047	−205	TRIM
303	Sequoia Financial Advisors, LLC	$492K	1,024	−600	TRIM
304	AZZAD ASSET MANAGEMENT INC /ADV	$488K	1,016	+12	ADD
305	Vontobel Holding Ltd.	$474K	987	+30	ADD
306	AVIVA PLC	$472K	983	+136	ADD
307	Clearstead Advisors, LLC	$472K	983	−370	TRIM
308	Integrated Advisors Network LLC	$471K	981	+104	ADD
309	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$470K	978	−3,354	TRIM
310	Magnetar Financial LLC	$469K	977	−1,641	TRIM
311	EVOKE WEALTH, LLC	$461K	960	+64	ADD
312	CIBC Asset Management Inc	$458K	953	0	NO CHANGE
313	NORDEN GROUP LLC	$451K	940	−12,098	TRIM
314	Parcion Private Wealth LLC	$448K	934	−435	TRIM
315	QRG CAPITAL MANAGEMENT, INC.	$448K	934	−2,386	TRIM
316	Exit Wealth Advisors, LLC.	$445K	927	−3,322	TRIM
317	Voya Financial Advisors, Inc.	$443K	982	−207	TRIM
318	ANGELES WEALTH MANAGEMENT, LLC	$440K	916	−35	TRIM
319	COOKSON PEIRCE & CO INC	$437K	911	−1,989	TRIM
320	MGO ONE SEVEN LLC	$434K	904	+175	ADD
321	North Dakota State Investment Board	$425K	885	−151	TRIM
322	Rothschild Wealth LLC	$420K	874	−137	TRIM
323	Ausdal Financial Partners, Inc.	$414K	863	+102	ADD
324	EQUITABLE TRUST CO	$413K	860	0	NO CHANGE
325	Ipswich Investment Management Co., Inc.	$411K	855	0	NO CHANGE
326	CHOREO, LLC	$411K	855	−34	TRIM
327	GATEWAY INVESTMENT ADVISERS LLC	$407K	848	+848	NEW
328	waypoint wealth counsel	$405K	844	−353	TRIM
329	Marex Group Ltd	$404K	842	+842	NEW
330	M&T BANK CORP	$401K	836	−248	TRIM
331	WEALTH ALLIANCE, LLC	$400K	832	+64	ADD
332	Tower Research Capital LLC (TRC)	$399K	831	+76	ADD
333	AlphaCore Capital LLC	$398K	829	+829	NEW
334	Balboa Wealth Partners	$396K	825	+225	ADD
335	JOURNEY STRATEGIC WEALTH LLC	$395K	823	−119	TRIM
336	JOHNSON INVESTMENT COUNSEL INC	$391K	815	−720	TRIM
337	Mach-1 Financial Group, LLC	$390K	813	−588	TRIM
338	CITADEL ADVISORS LLC	$388K	808	−58,932	TRIM
339	Baker Avenue Asset Management, LP	$386K	803	+803	NEW
340	Journey Advisory Group, LLC	$377K	785	+12	ADD
341	Grant Private Wealth Management Inc	$377K	785	0	NO CHANGE
342	Caerus Investment Advisors, LLC	$372K	774	−1,523	TRIM
343	Procyon Advisors, LLC	$366K	763	0	NO CHANGE
344	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$364K	759	+759	NEW
345	AE Wealth Management LLC	$364K	759	+759	NEW
346	Fideuram Asset Management (Ireland) dac	$363K	640	−1,026	TRIM
347	SHELTON CAPITAL MANAGEMENT	$361K	751	0	NO CHANGE
348	SALEM INVESTMENT COUNSELORS INC	$358K	745	0	NO CHANGE
349	Brown Miller Wealth Management, LLC	$356K	741	+56	ADD
350	Polymer Capital Management (US) LLC	$355K	740	+740	NEW
351	GenTrust, LLC	$352K	733	−123	TRIM
352	TWO SIGMA SECURITIES, LLC	$348K	725	−632	TRIM
353	DAYMARK WEALTH PARTNERS, LLC	$346K	721	+721	NEW
354	Parkside Financial Bank & Trust	$345K	719	−2	TRIM
355	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$342K	693	−500	TRIM
356	REGIONS FINANCIAL CORP	$342K	712	−35	TRIM
357	CAXTON ASSOCIATES LLP	$340K	708	−175	TRIM
358	Quantum Portfolio Management LLC	$338K	704	+704	NEW
359	VISTA FINANCE, LLC	$333K	693	−34	TRIM
360	Fielder Capital Group LLC	$332K	692	−126	TRIM
361	Allegiance Financial Group Advisory Services LLC	$331K	690	−207	TRIM
362	Blackstone Inc.	$331K	689	+689	NEW
363	Advyzon Investment Management, LLC	$326K	679	+134	ADD
364	Leonteq Securities AG	$319K	664	−251	TRIM
365	Snowden Capital Advisors LLC	$317K	661	−121	TRIM
366	COMMERCE BANK	$315K	655	−406	TRIM
367	Frec Markets, Inc.	$315K	655	+655	NEW
368	Aprio Wealth Management, LLC	$314K	654	+5	ADD
369	Legacy Capital Group California, Inc.	$314K	653	−135	TRIM
370	Abel Hall, LLC	$312K	649	+289	ADD
371	Proficio Capital Partners LLC	$311K	647	0	NO CHANGE
372	3Chopt Investment Partners, LLC	$310K	646	+646	NEW
373	Blue Trust, Inc.	$310K	645	+134	ADD
374	PINNACLE ASSOCIATES LTD	$307K	640	−415	TRIM
375	Baird Financial Group, Inc.	$307K	640	+640	NEW
376	Hardy Reed LLC	$303K	632	−4	TRIM
377	National Wealth Management Group, LLC	$303K	632	−42	TRIM
378	Bayforest Capital Ltd	$303K	631	−85	TRIM
379	Baron Wealth Management LLC	$302K	628	−14	TRIM
380	SIGNATUREFD, LLC	$299K	622	−30	TRIM
381	STRATEGY ASSET MANAGERS LLC	$297K	619	−4	TRIM
382	CITIZENS FINANCIAL GROUP INC/RI	$295K	614	+160	ADD
383	PIAR LLC	$293K	610	0	NO CHANGE
384	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$292K	608	—	NO PRIOR
385	SkyOak Wealth, LLC	$288K	600	+600	NEW
386	Gallacher Capital Management LLC	$280K	583	+51	ADD
387	Inspire Advisors, LLC	$280K	582	−103	TRIM
388	Kaufman Rossin Wealth, LLC	$279K	581	−214	TRIM
389	Nemes Rush Group LLC	$274K	571	+24	ADD
390	QTR Family Wealth, LLC	$274K	527	−171	TRIM
391	PROFUND ADVISORS LLC	$270K	562	+65	ADD
392	Savant Capital, LLC	$261K	543	+88	ADD
393	Future Financial Wealth Managment LLC	$259K	500	0	NO CHANGE
394	Apollon Wealth Management, LLC	$259K	539	+539	NEW
395	STEPHENS INC /AR/	$253K	527	+18	ADD
396	Knollwood Investment Advisory, LLC	$252K	525	0	NO CHANGE
397	OneDigital Investment Advisors LLC	$252K	524	−103	TRIM
398	Meiji Yasuda Asset Management Co Ltd.	$248K	517	+1	ADD
399	Laird Norton Wetherby Trust Company, LLC	$246K	512	+33	ADD
400	Three Seasons Wealth, LLC	$245K	511	−1,146	TRIM
401	Ameritas Advisory Services, LLC	$244K	509	+509	NEW
402	CLEAR WAVE WEALTH MANAGEMENT LLC	$243K	507	—	NO PRIOR
403	Savvy Advisors, Inc.	$243K	506	−211	TRIM
404	Forum Financial Management, LP	$241K	501	−580	TRIM
405	BARNES PETTEY FINANCIAL ADVISORS, LLC	$240K	500	0	NO CHANGE
406	Haverford Trust Co	$237K	493	+493	NEW
407	ASHTON THOMAS SECURITIES, LLC	$232K	484	+484	NEW
408	Abundance Wealth Counselors	$232K	484	+484	NEW
409	Koshinski Asset Management, Inc.	$231K	482	+482	NEW
410	Arax Advisory Partners	$230K	481	+326	ADD
411	Estate Planners Group, LLC	$229K	477	—	NO PRIOR
412	Kestra Advisory Services, LLC	$228K	474	−611	TRIM
413	Callan Family Office, LLC	$228K	474	−107	TRIM
414	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$227K	472	+57	ADD
415	BARLOW WEALTH PARTNERS, LLC	$225K	433	+8	ADD
416	PCM Encore, LLC	$225K	469	−48	TRIM
417	EARNED WEALTH ADVISORS, LLC	$224K	466	−335	TRIM
418	WESTPAC BANKING CORP	$222K	463	+463	NEW
419	Perpetual Ltd	$222K	463	0	NO CHANGE
420	Stratos Wealth Partners, LTD.	$220K	459	+72	ADD
421	Lombard Odier Asset Management (USA) Corp	$220K	458	+458	NEW
422	Balefire, LLC	$217K	451	+26	ADD
423	BAILARD, INC.	$216K	450	0	NO CHANGE
424	NORTHWEST WEALTH MANAGEMENT, LLC	$215K	448	−255	TRIM
425	Perigon Wealth Management, LLC	$211K	439	−584	TRIM
426	Curi Capital, LLC	$210K	438	−1,530	TRIM
427	Lighthouse Investment Partners, LLC	$210K	438	+438	NEW
428	Ariadne Wealth Management, LP	$210K	438	−186	TRIM
429	Soltis Investment Advisors LLC	$210K	438	+53	ADD
430	Americana Partners, LLC	$210K	437	+437	NEW
431	Naviter Wealth, LLC	$208K	433	+1	ADD
432	UMB Bank, n.a.	$207K	431	−19	TRIM
433	Vise Technologies, Inc.	$207K	368	0	NO CHANGE
434	GREENLEAF TRUST	$206K	430	−1	TRIM
435	Unified Investment Management	$206K	430	−30	TRIM
436	RIVERSEDGE ADVISORS, LLC	$205K	427	−131	TRIM
437	FLORIDA FINANCIAL ADVISORS, LLC	$205K	427	−36	TRIM
438	ZACKS INVESTMENT MANAGEMENT	$202K	422	−5,251	TRIM
439	GILPIN WEALTH MANAGEMENT, LLC	$199K	415	−5	TRIM
440	Rockefeller Capital Management L.P.	$190K	395	−35	TRIM
441	Eurizon Capital SGR S.p.A.	$151K	327	−267	TRIM
442	Smartleaf Asset Management LLC	$146K	317	−82	TRIM
443	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$141K	288	−21	TRIM
444	DUNCKER STREETT & CO INC	$131K	273	+3	ADD
445	THRIVENT FINANCIAL FOR LUTHERANS	$111K	231,492	+106,230	ADD
446	State of Wyoming	$106K	221	−1	TRIM
447	True Wealth Design, LLC	$104K	216	−48	TRIM
448	PITTENGER & ANDERSON INC	$97.0K	202	−1,574	TRIM
449	NATIXIS ADVISORS, LLC	$83.9K	174,715	+11,355	ADD
450	Reyes Financial Architecture, Inc.	$71.1K	148	−9	TRIM
451	GeoWealth Management, LLC	$59.1K	122	−16	TRIM
452	ASSETMARK, INC	$56.7K	118	−52	TRIM
453	CENTRAL TRUST Co	$54.3K	113	−1	TRIM
454	Darwin Wealth Management, LLC	$33.6K	70	0	NO CHANGE
455	Activest Wealth Management	$33.1K	69	−41	TRIM
456	Solstein Capital, LLC	$32.2K	67	0	NO CHANGE
457	Mitsubishi UFJ Asset Management Co., Ltd.	$31.2K	65	0	NO CHANGE
458	Truvestments Capital LLC	$31.2K	65	−16	TRIM
459	Clark Wealth Partners	$29.3K	61	−22	TRIM
460	SJS Investment Consulting Inc.	$27.4K	57	−15	TRIM
461	Johnson Financial Group, Inc.	$24.5K	51	0	NO CHANGE
462	GHP Investment Advisors, Inc.	$24.0K	50	0	NO CHANGE
463	AMERIFLEX GROUP, INC.	$24.0K	50	+50	NEW
464	Keating Financial Advisory Services, Inc.	$23.5K	49	−650	TRIM
465	JONES FINANCIAL COMPANIES LLLP	$20.6K	43	−5	TRIM
466	Hilltop National Bank	$20.6K	43	+43	NEW
467	Owl Creek Wealth Partners LLC	$20.2K	42	—	NO PRIOR
468	ALGERT GLOBAL LLC	$17.8K	37,115	−2,570	TRIM
469	Signature Equity Partners, LLC	$17.3K	36	+36	NEW
470	DekaBank Deutsche Girozentrale	$17.0K	36,311	0	NO CHANGE
471	CVA Family Office, LLC	$16.8K	35	+32	ADD
472	Pinnacle Wealth Planning Services, Inc.	$16.3K	34	+4	ADD
473	MATHER GROUP, LLC.	$14.4K	30	+30	NEW
474	JFS WEALTH ADVISORS, LLC	$14.4K	30	−1	TRIM
475	Kilter Group LLC	$13.4K	28	+28	NEW
476	Meramec Financial Planners, LLC	$13.2K	25	0	NO CHANGE
477	Bell Investment Advisors, Inc	$11.5K	24	−9	TRIM
478	JNBA Financial Advisors	$11.0K	23	+23	NEW
479	Murphy & Mullick Capital Management Corp	$10.6K	22	0	NO CHANGE
480	Avalon Trust Co	$10.1K	21	+21	NEW
481	MCGUIRE CAPITAL ADVISORS INC	$9.6K	20	−98	TRIM
482	Financial Network Wealth Advisors LLC	$8.6K	18	—	NO PRIOR
483	JPL Wealth Management, LLC	$8.2K	17	+17	NEW
484	Annis Gardner Whiting Capital Advisors, LLC	$7.7K	16	−1	TRIM
485	Harel Insurance Investments & Financial Services Ltd.	$6.8K	14,071	−1,809	TRIM
486	TOTH FINANCIAL ADVISORY CORP	$6.7K	14	+14	NEW
487	Salomon & Ludwin, LLC	$6.5K	13	0	NO CHANGE
488	CHILTON CAPITAL MANAGEMENT LLC	$6.2K	13	+12	ADD
489	Spire Wealth Management	$6.2K	13	−9,156	TRIM
490	MidFirst Bank	$6.2K	13	0	NO CHANGE
491	CANADA LIFE ASSURANCE Co	$6.2K	12,877	−9	TRIM
492	Tredje AP-fonden	$5.3K	11	−9,989	TRIM
493	Triumph Capital Management	$5.3K	11	+11	NEW
494	TD Waterhouse Canada Inc.	$4.9K	10	−10	TRIM
495	Hartford Financial Management Inc.	$4.8K	10	0	NO CHANGE
496	Millstone Evans Group, LLC	$4.8K	10	0	NO CHANGE
497	Treasurer of the State of North Carolina	$4.6K	9,556	+200	ADD
498	Altshuler Shaham Ltd	$4.3K	9	+2	ADD
499	Grove Bank & Trust	$3.8K	8	0	NO CHANGE
500	HRT FINANCIAL LP	$3.6K	7,571	+7,205	ADD

Truncated by Public Filings. Top 500 of 536 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 · MEDP

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 Bridgewater Associates, Gotham Asset Management $32.0M held
Trimming: 2 Fundsmith, Caxton Associates $30.4M held

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

Merged timeline of congressional filings and notable-manager moves on MEDP
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	ADD	+6,833 sh
2026-05-15	Gotham Asset Management 13F	ADD	+8,232 sh
2026-05-15	Fundsmith 13F	TRIM	−19,899 sh
2026-05-14	Caxton Associates 13F	TRIM	−175 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.