Who holds MEDPticker 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 · COM · quarter ended 2026-03-31 · 7 members disclosed MEDP ↗

536

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

$8.6B

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

240

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

110

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 MEDP ranked by reported value
#	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
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

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

Congress ↔ notable managers · MEDP

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

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

new + add vs trim + exit, by shares · $ = 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 rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

7 members of Congress disclosed MEDP — the congressional view ↗