Who holds MPCticker 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 ↗

MARATHON PETE CORP · COM · quarter ended 2026-03-31 · 20 members disclosed MPC ↗
1,561
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$48.6B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
735
addsholders whose share count rose or who opened the position (new + add), by shares
129
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 MPC ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$6.0B24,394,842+1,969,621add
2VANGUARD CAPITAL MANAGEMENT LLC$4.7B19,170,094no prior
3STATE STREET CORP$4.6B19,025,020+1,090,693add
4VANGUARD PORTFOLIO MANAGEMENT LLC$3.8B15,672,113no prior
5GEODE CAPITAL MANAGEMENT, LLC$1.9B7,821,524+52,055add
6MORGAN STANLEY$1.5B6,073,543−10,342trim
7RAYMOND JAMES FINANCIAL INC$1.4B5,773,769−41,265trim
8Boston Partners$1.4B5,649,204−470,511trim
9WELLINGTON MANAGEMENT GROUP LLP$1.4B5,637,187−1,566,349trim
10FMR LLC$1.2B4,911,081+1,439,068add
11Bank of New York Mellon Corp$965M3,953,318−457,896trim
12NORTHERN TRUST CORP$776M3,176,869−112,697trim
13DIMENSIONAL FUND ADVISORS LP$754M3,087,982−260,288trim
14Invesco Ltd.$691M2,828,645+228,454add
15HARRIS ASSOCIATES L P$685M2,805,972−1,225,990trim
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$666M2,729,389−88,972trim
17BANK OF AMERICA CORP /DE/$634M2,595,084+40,124add
18AMERIPRISE FINANCIAL INC$543M2,224,185−24,769trim
19Amundi$465M1,905,379+48,675add
20Allianz Asset Management GmbH$415M1,699,648+148,252add
21UBS Group AG$409M1,674,455+405,584add
22Legal & General Group Plc$406M1,661,076−53,031trim
23VANGUARD FIDUCIARY TRUST CO$406M1,660,886no prior
24Capital Wealth Planning, LLC$401M1,641,315+143,191add
25US BANCORP \DE\$378M1,548,556−58,455trim
26TWO SIGMA INVESTMENTS, LP$372M1,524,286+636,752add
27PRINCIPAL FINANCIAL GROUP INC$371M1,519,520−134,952trim
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$316M1,292,803+571add
29CANADA PENSION PLAN INVESTMENT BOARD$274M1,121,573−161,584trim
30DEUTSCHE BANK AG\$273M1,118,979+95,609add
31Nuveen, LLC$240M984,658+182,914add
32National Pension Service$225M922,880+922,880new
33Swiss National Bank$215M882,166+49,000add
34ROYAL BANK OF CANADA$210M858,218−26,040trim
35BARCLAYS PLC$207M847,725+175,911add
36WELLS FARGO & COMPANY/MN$201M822,854+79,826add
37Vanguard Global Advisers, LLC$171M701,104no prior
38Mitsubishi UFJ Asset Management Co., Ltd.$165M674,813+36,290add
39VOYA INVESTMENT MANAGEMENT LLC$158M648,617−10,063trim
40Sumitomo Mitsui Trust Group, Inc.$157M643,815−42,691trim
41FIFTH THIRD BANCORP$146M597,811+67,583add
42VANGUARD ASSET MANAGEMENT, Ltd$139M568,369no prior
43Mariner, LLC$135M553,551+1,477add
44PANAGORA ASSET MANAGEMENT INC$135M551,934+410,318add
45CITIGROUP INC$132M538,558+101,101add
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$131M536,842−48,765trim
47BANK OF MONTREAL /CAN/$129M528,471+12,960add
48AustralianSuper Pty Ltd$120M489,549+16,099add
49HSBC HOLDINGS PLC$119M489,177−605,441trim
50AQR CAPITAL MANAGEMENT LLC$106M432,606+23,166add
51MILLENNIUM MANAGEMENT LLC$105M431,939+288,583add
52LPL Financial LLC$104M424,342+13,270add
53VICTORY CAPITAL MANAGEMENT INC$103M422,686−633,211trim
54Holocene Advisors, LP$101M414,134+414,134new
55ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$100M410,459+376,721add
56Empyrean Capital Partners, LP$97.2M398,100−38,400trim
57FRANKLIN RESOURCES INC$97.2M397,906+175,954add
58FEDERATED HERMES, INC.$94.6M387,301+177,983add
59Squarepoint Ops LLC$90.2M369,453+215,324add
60ENVESTNET ASSET MANAGEMENT INC$89.3M365,720+84,355add
61Robeco Institutional Asset Management B.V.$86.1M352,477+118,047add
62Korea Investment CORP$78.8M322,515+12,294add
63Calamos Advisors LLC$77.9M319,159+5,955add
64Merewether Investment Management, LP$75.8M310,500+310,500new
65O'SHAUGHNESSY ASSET MANAGEMENT, LLC$67.6M277,003+567add
66FIRST TRUST ADVISORS LP$67.5M276,483+146,512add
67AVIVA PLC$66.1M270,621+9,637add
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$65.7M269,221−9,297trim
69BANK OF NOVA SCOTIA$62.5M255,892+50,194add
70Rockefeller Capital Management L.P.$61.1M250,288−34,575trim
71ALLIANCEBERNSTEIN L.P.$60.1M369,572−15,967trim
72HM PAYSON & CO$59.9M245,189−57,781trim
73ADAGE CAPITAL PARTNERS GP, L.L.C.$58.4M239,260+67,900add
74TEACHER RETIREMENT SYSTEM OF TEXAS$58.4M239,138+23,145add
75Mitsubishi UFJ Trust & Banking Corp$56.8M232,502−46,232trim
76PRUDENTIAL FINANCIAL INC$54.2M221,959+58,658add
77HighTower Advisors, LLC$53.9M220,725+10,291add
78REAVES W H & CO INC$53.9M220,615+53,615add
79MEYER HANDELMAN CO$53.6M219,428−8,257trim
80Pictet Asset Management Holding SA$52.1M213,545+50,521add
81CIBC WORLD MARKET INC.$51.4M210,483−3,368trim
82Cerity Partners LLC$50.0M204,679+7,089add
83Quantinno Capital Management LP$49.8M203,952+28,273add
84CITADEL ADVISORS LLC$49.3M202,060−710,192trim
85Steward Partners Investment Advisory, LLC$48.5M198,565+48,218add
86DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$47.5M194,474−84,958trim
87SEI INVESTMENTS CO$45.4M185,858−7,211trim
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$44.6M182,661−27,422trim
89Recurrent Investment Advisors LLC$44.2M180,958−100,673trim
90Creative Planning$43.9M179,910+6,395add
91NISA INVESTMENT ADVISORS, LLC$43.4M177,731−6,354trim
92Universal- Beteiligungs- und Servicegesellschaft mbH$42.9M176,389−11,940trim
93ROYAL LONDON ASSET MANAGEMENT LTD$42.1M172,574−5,634trim
94NFJ INVESTMENT GROUP, LLC$41.1M168,342+10,566add
95Zurcher Kantonalbank (Zurich Cantonalbank)$40.7M166,510+166,510new
96ARS Investment Partners, LLC$40.4M165,648+65,599add
97Ensign Peak Advisors, Inc$39.9M163,607+10,420add
98STATE OF WISCONSIN INVESTMENT BOARD$39.3M160,897−33,129trim
99KAYNE ANDERSON CAPITAL ADVISORS LP$39.1M159,988+159,988new
100AMERICAN CENTURY COMPANIES INC$37.7M154,450+20,722add
101Chevy Chase Trust Holdings, LLC$36.5M149,672−7,428trim
102TODD ASSET MANAGEMENT LLC$35.9M147,018+145,122add
103CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$34.9M142,800+60,300add
104Man Group plc$34.7M142,248−426,542trim
105STIFEL FINANCIAL CORP$34.4M140,749−31,858trim
106Vanguard Investments Australia, Ltd.$34.3M140,267no prior
107Nippon Life Global Investors Americas, Inc.$33.7M137,820+23,570add
108Qube Research & Technologies Ltd$33.5M137,265−1,440,039trim
109Empowered Funds, LLC$33.5M137,103−58,699trim
110COMMONWEALTH EQUITY SERVICES, LLC$31.2M127,851−6,344trim
111TD ASSET MANAGEMENT INC$31.1M127,355+57add
112NEW YORK STATE COMMON RETIREMENT FUND$30.9M126,700−2,800trim
113OSAIC HOLDINGS, INC.$30.7M125,675+2,568add
114Voleon Capital Management LP$30.3M124,269−71,628trim
115Corient Private Wealth LLC$30.2M124,118−171,272trim
116Asset Management One Co., Ltd.$30.1M123,272−3,477trim
117NOMURA ASSET MANAGEMENT CO LTD$29.7M121,547−291trim
118Assenagon Asset Management S.A.$29.6M121,200−199,299trim
119CREDIT AGRICOLE S A$29.1M119,324−11,678trim
120OPPENHEIMER & CO INC$28.9M118,429−1,420trim
121MACKENZIE FINANCIAL CORP$28.6M117,006+74,330add
122MARTINGALE ASSET MANAGEMENT L P$28.5M116,803−7,441trim
123Distillate Capital Partners LLC$28.0M114,758−31,504trim
124PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$27.0M110,749−13,224trim
125Aberdeen Group plc$26.9M110,299+4,154add
126Summit Street Capital Management, LLC$25.7M105,1450no change
127Cetera Investment Advisers$25.1M102,621+1,485add
128State of New Jersey Common Pension Fund D$25.0M102,4640no change
129SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.7M97,162−71,639trim
130Trexquant Investment LP$23.5M96,305+72,637add
131Focus Partners Wealth$23.4M95,785+10,613add
132Praetorian PR LLC$23.2M95,000+10,000add
133Resona Asset Management Co.,Ltd.$23.1M94,644+1,469add
134Wealthfront Advisers LLC$23.1M94,703−629trim
135Smith Group Asset Management, LLC$22.7M93,041+6,337add
136MACQUARIE GROUP LTD$22.7M92,901−4,203trim
137Gotham Asset Management, LLC$22.6M92,386+1,172add
138BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$22.1M90,417−7,511trim
139Segment Wealth Management, LLC$22.0M90,273+85,287add
140OFI INVEST ASSET MANAGEMENT$22.0M104,000+104,000new
141Sanctuary Advisors, LLC$21.8M89,481−22,438trim
142WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21.7M95,543−29,203trim
143TCTC Holdings, LLC$21.5M88,144−1,402trim
144CIBC Bancorp USA Inc.$21.5M87,954no prior
145Rafferty Asset Management, LLC$21.5M87,884+4,581add
146Vinva Investment Management Ltd$21.4M87,442+44,302add
147TORONTO DOMINION BANK$21.3M87,208−28,673trim
148NATIONAL BANK OF CANADA /FI/$21.2M86,708−74,753trim
149ADAMS NATURAL RESOURCES FUND, INC.$20.8M85,012−7,600trim
150PUBLIC SECTOR PENSION INVESTMENT BOARD$20.5M83,945+7,342add
151Arizona State Retirement System$20.1M82,368−3,027trim
152NewEdge Advisors, LLC$19.8M81,088−8,140trim
153Czech National Bank$19.6M80,342+1,077add
154Concurrent Investment Advisors, LLC$19.5M79,694+7,002add
155MERCER GLOBAL ADVISORS INC /ADV$19.4M79,584−2,280trim
156Henshaw Capital LLC$19.2M78,589no prior
157Bridgewater Associates, LP$18.9M77,283−118,270trim
158STATE OF MICHIGAN RETIREMENT SYSTEM$18.8M77,110−1,600trim
159GUGGENHEIM CAPITAL LLC$18.6M76,184−6,824trim
160Baird Financial Group, Inc.$18.3M74,936+74,936new
161CIBC Asset Management Inc$18.2M74,348−40trim
162CCM INVESTMENT ADVISERS LLC$18.1M74,123−2,181trim
163Mediolanum International Funds Ltd$17.9M73,034+29,827add
164ANCHOR CAPITAL ADVISORS LLC$17.7M72,629+4,316add
165DnB Asset Management AS$17.0M69,578+7,547add
166Vanguard Personalized Indexing Management, LLC$16.9M69,235−441trim
167MetLife Investment Management, LLC$16.9M69,022−3,093trim
168&PARTNERS$16.8M69,388+7,146add
169COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$16.8M68,718−1,204trim
170Crossmark Global Holdings, Inc.$16.7M68,213no prior
171BNP Paribas Asset Management Holding S.A.$16.6M68,471−10,575trim
172Illinois Municipal Retirement Fund$16.4M67,266−8,874trim
173FIL Ltd$15.7M64,244−34,903trim
174NORTH POINT PORTFOLIO MANAGERS CORP/OH$15.5M63,596−12,071trim
175MGO ONE SEVEN LLC$15.5M63,459+875add
176SCHRODER INVESTMENT MANAGEMENT GROUP$15.5M63,193−24,044trim
177Retirement Systems of Alabama$15.3M62,646−1,304trim
178Kestra Advisory Services, LLC$15.3M62,642+8,963add
179AlphaCore Capital LLC$15.3M62,628−2,591trim
180Mirae Asset Global Investments Co., Ltd.$14.3M58,553+8,166add
181Woodline Partners LP$14.2M58,000+6,649add
182Swiss Life Asset Management Ltd$14.1M57,820+8,110add
183Pathstone Holdings, LLC$14.1M57,787−640trim
184Kingsview Wealth Management, LLC$13.9M56,737+33,596add
185Daiwa Securities Group Inc.$13.8M56,684−8,652trim
186LGT Group Foundation$13.3M54,398+1,614add
187B. Metzler seel. Sohn & Co. AG$12.9M52,847−6,775trim
188ProShare Advisors LLC$12.7M52,067−13,508trim
189MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$12.6M51,653+15,951add
190World Investment Advisors$12.6M51,590−1,265trim
191CAPITOLIS LIQUID GLOBAL MARKETS LLC$12.6M51,500+41,600add
192NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$12.5M51,193+51,193new
193XPONANCE LLC$12.4M50,680+6,716add
194IFM Investors Pty Ltd$12.3M50,282+2,385add
195KIRR MARBACH & CO LLC /IN/$12.2M49,984+104add
196ExodusPoint Capital Management, LP$12.2M49,764+49,764new
197TRUIST FINANCIAL CORP$12.1M49,578−6,100trim
198Journey Advisory Group, LLC$11.9M48,920+7,820add
199Utah Retirement Systems$11.9M48,887−1,716trim
200United Capital Management of KS, Inc.$11.7M48,011−45,635trim
201MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$11.7M47,901−509trim
202Clear Trail Advisors, LLC$11.6M47,342−2,735trim
203NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.4M46,761+6,751add
204PRIVATE MANAGEMENT GROUP INC$11.0M45,0000no change
205AG2R LA MONDIALE GESTION D'ACTIFS$10.9M44,542+590add
206YOUSIF CAPITAL MANAGEMENT, LLC$10.9M44,536−2,469trim
207JONES FINANCIAL COMPANIES LLLP$10.9M44,461+3,865add
208Rakuten Investment Management, Inc.$10.8M44,060+4,371add
209NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.7M43,948+203add
210Sterling Capital Management LLC$10.7M43,845−5,205trim
211KORNITZER CAPITAL MANAGEMENT INC /KS$10.7M43,756−4,075trim
212NEOS Investment Management LLC$10.5M42,877+4,093add
213Aventail Capital Group, LP$10.4M42,426+32,649add
214LBP AM SA$10.2M41,827+15,946add
215KWMG, LLC$10.2M41,735+600add
216BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.1M41,433−12,424trim
217ASSETMARK, INC$10.1M41,255+1,273add
218Alpha Omega Wealth Management LLC$10.1M41,226−1,859trim
219BLAIR WILLIAM & CO/IL$10.0M41,132−13,217trim
220Alphadyne Asset Management LP$9.8M40,300+35,130add
221EASTERLY INVESTMENT PARTNERS LLC$9.8M39,968−15,515trim
222Sumitomo Mitsui DS Asset Management Company, Ltd$9.7M39,640+340add
223ADVISORY RESEARCH INC$9.5M38,987+38,987new
224INTECH INVESTMENT MANAGEMENT LLC$9.5M38,986+27,059add
225GLENMEDE TRUST CO NA$9.4M38,535−1,807trim
226NISSAY ASSET MANAGEMENT CORP /JAPAN$9.4M38,498+120add
227COMMERCE BANK$9.2M37,810+5,429add
228Cambria Investment Management, L.P.$9.2M37,660−9,273trim
229TOCQUEVILLE ASSET MANAGEMENT L.P.$9.2M37,640+953add
230MANNING & NAPIER ADVISORS LLC$9.2M37,416−4,198trim
231WS MANAGEMENT LLLP$9.1M37,3780no change
232Sitrin Capital Management LLC$9.1M37,225−37trim
233Cherokee Insurance Co$9.0M37,058−4,500trim
234PINNACLE ASSOCIATES LTD$9.0M36,818+659add
235Emerald Investment Advisers, LLC$8.9M36,551no prior
236Engineers Gate Manager LP$8.9M36,256−89,303trim
237D.A. DAVIDSON & CO.$8.8M36,041+3,952add
238LGT Fund Management Co Ltd.$8.7M35,706+34,253add
239Lido Advisors, LLC$8.5M34,726+3,439add
240Eurizon Capital SGR S.p.A.$8.4M34,449−21,332trim
241Tulsa Wealth Advisors, INC$8.3M34,166+34,166new
242OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.2M33,759−623trim
243OLD NATIONAL BANCORP /IN/$8.1M33,297−1,080trim
244FIRST NATIONAL TRUST CO$8.1M33,267−5trim
245OPPENHEIMER ASSET MANAGEMENT INC.$8.1M33,242−269trim
246DCM Advisors, LLC$8.1M33,227−396trim
247Janus Henderson Group Ltd.$8.1M33,092+14,363add
248Scissortail Wealth Management, LLC$8.1M33,039+549add
249Verition Fund Management LLC$8.0M32,902−23,500trim
250Parcion Private Wealth LLC$8.0M32,871−1,126trim
251MML INVESTORS SERVICES, LLC$7.9M32,490−2,994trim
252D. E. Shaw & Co., Inc.$7.9M32,374+30,624add
253Private Advisor Group, LLC$7.8M32,015+358add
254Carnegie Investment Counsel$7.8M31,966−1,864trim
255Generali Asset Management SPA SGR$7.8M31,799−5,635trim
256ADELL HARRIMAN & CARPENTER INC$7.7M31,378−2,543trim
257MAI Capital Management$7.6M31,223+239add
258MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.6M31,055−26,381trim
259Sendero Wealth Management, LLC$7.5M30,907−1,154trim
260M&T BANK CORP$7.5M30,665−3,011trim
261DAVENPORT & Co LLC$7.5M30,496+314add
262Shoker Investment Counsel, Inc.$7.4M30,371−1,643trim
263Venture Visionary Partners LLC$7.4M30,284−3,228trim
264HARRELL INVESTMENT PARTNERS, LLC$7.4M30,130−2,710trim
265DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$7.3M30,100+17,043add
266KEYBANK NATIONAL ASSOCIATION/OH$7.3M29,957+527add
267CAPITAL CITY TRUST CO/FL$7.3M29,875−49trim
268Savant Capital, LLC$7.2M29,535+1,308add
269Demars Financial Group, LLC$7.2M29,422−801trim
270IEQ CAPITAL, LLC$7.2M29,300+27,570add
271OMERS ADMINISTRATION Corp$7.1M29,191+5,029add
272Quadrature Capital Ltd$7.1M28,944+28,944new
273Atria Investments, Inc$7.0M28,827−4,785trim
274JANE STREET GROUP, LLC$7.0M28,472−106,703trim
275Pinnacle Financial Partners, Inc.$6.9M28,156−2trim
276SAGESPRING WEALTH PARTNERS, LLC$6.7M27,293−3,952trim
277ING GROEP NV$6.5M26,634+24,173add
278HB Wealth Management, LLC$6.5M26,525+702add
279Confluence Wealth Services, Inc.$6.4M26,203+986add
280Federation des caisses Desjardins du Quebec$6.3M25,919+5,388add
281CENTRAL TRUST Co$6.3M25,665−219trim
282UniSuper Management Pty Ltd$6.2M25,316−2,024trim
283BURNEY CO/$6.2M25,248−3,169trim
284Candriam S.C.A.$6.1M25,166+125add
285Waverly Advisors, LLC$6.1M25,154+2,239add
286Refined Wealth Management$6.1M24,991+24,991new
287Comprehensive Financial Consultants Institutional, Inc.$6.1M24,907−3,117trim
288INFRASTRUCTURE CAPITAL ADVISORS, LLC$6.0M24,604−3,441trim
289Summit Trail Advisors, LLC$6.0M24,560+1,124add
290Grantham, Mayo, Van Otterloo & Co. LLC$6.0M24,500+18,528add
291Meridian Wealth Advisors, LLC$6.0M24,430−358trim
292Poehling Capital Management, INC.$5.9M24,220−112trim
293Tidal Investments LLC$5.9M24,086+15,904add
294Wakefield Asset Management LLLP$5.8M23,890+62add
295CITIZENS FINANCIAL GROUP INC/RI$5.8M23,817−49,662trim
296Lighthouse Investment Partners, LLC$5.8M23,721+23,721new
297Turn8 Private Wealth Inc.$5.7M23,314+2,535add
298Purpose Unlimited Inc.$5.7M23,262+23,262new
299U.S. Capital Wealth Advisors, LLC$5.7M23,199+786add
300CWM, LLC$5.6M22,749−1,367trim
301Dakota Wealth Management$5.5M22,729−982trim
302KESTRA PRIVATE WEALTH SERVICES, LLC$5.5M22,591+22,591new
303Allspring Global Investments Holdings, LLC$5.5M23,157−63trim
304CASTLEARK MANAGEMENT LLC$5.5M22,400+22,400new
305Geneva Partners, LLC$5.4M22,218+22,218new
306Allworth Financial LP$5.4M22,156+3,629add
307Gilliland Jeter Wealth Management LLC$5.4M22,033−52trim
308Panview Capital Ltd$5.3M21,805+21,805new
309Howard Capital Management, LLC$5.3M21,711−1,006trim
310Resonant Capital Advisors, LLC$5.3M21,596+184add
311Investment Management Corp of Ontario$5.2M21,479−3,978trim
312Edgestream Partners, L.P.$5.2M21,433−5,222trim
313UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$5.2M21,284+21,284new
314Sequoia Financial Advisors, LLC$5.2M21,203−320trim
315Joseph Group Capital Management$5.1M20,730−2,884trim
316CALIBER WEALTH MANAGEMENT, LLC / KS$5.0M20,653+248add
317KKM Financial LLC$5.0M31,0030no change
318swisspartners Advisors Ltd$5.0M20,410+150add
319RITHOLTZ WEALTH MANAGEMENT$4.9M20,043+3,687add
320Kennondale Capital Management LLC$4.8M19,7180no change
321Atlantic Union Bankshares Corp$4.8M19,699−11,272trim
322Vident Advisory, LLC$4.8M19,693+2,539add
323Norinchukin Bank, The$4.8M19,484−426trim
324Laird Norton Wetherby Trust Company, LLC$4.7M19,360−2,332trim
325EP Wealth Advisors, LLC$4.6M18,662−1,374trim
326HANCOCK WHITNEY CORP$4.5M18,324+18,324new
327HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.5M18,530−9,453trim
328COLDSTREAM CAPITAL MANAGEMENT INC$4.5M18,478+10,535add
329Peterson Wealth Services$4.5M18,430−487trim
330Fisher Asset Management, LLC$4.5M18,369−838trim
331Mader & Shannon Wealth Management, Inc.$4.4M18,084+1,325add
332First Nebraska Trust Co$4.4M18,069no prior
333QRG CAPITAL MANAGEMENT, INC.$4.4M18,001+1,750add
334Wealth Intelligence, LLC$4.4M17,870−116trim
335MIZUHO SECURITIES USA LLC$4.4M17,834−4,054trim
336Csenge Advisory Group$4.3M17,698+7,390add
337Empirical Finance, LLC$4.3M17,683−75trim
338Northwest & Ethical Investments L.P.$4.3M17,615+17,615new
339FIRST MANHATTAN CO. LLC.$4.3M17,483−1,093trim
340Accretive Wealth Partners, LLC$4.2M17,213+100add
341ABN AMRO INVESTMENT SOLUTIONS$4.2M17,111+1,726add
342Stonebridge Financial Group, LLC$4.2M17,047−4,762trim
343INSIGNEO ADVISORY SERVICES, LLC$4.2M17,034+33add
344PARK NATIONAL CORP /OH/$4.1M16,860−379trim
345HARTFORD INVESTMENT MANAGEMENT CO$4.1M16,796−600trim
346Orion Porfolio Solutions, LLC$4.1M16,754−2,605trim
347Wilmington Savings Fund Society, FSB$4.1M16,6700no change
348AIA Group Ltd$4.0M16,425+16,425new
349Dynasty Wealth Management, LLC$4.0M16,329−1,539trim
350QUADRANT CAPITAL GROUP LLC$4.0M16,245+202add
351Tower Research Capital LLC (TRC)$3.9M16,138+8,528add
352Stratos Wealth Partners, LTD.$3.9M16,034−3,483trim
353LEAVELL INVESTMENT MANAGEMENT, INC.$3.9M15,995−655trim
354TD Waterhouse Canada Inc.$3.9M16,448+11,853add
355UMB Bank, n.a.$3.9M15,939−2,507trim
356CrossGen Wealth, LLC$3.9M15,929−147trim
357UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.9M15,912+15,912new
358Generali Investments CEE, investicni spolecnost, a.s.$3.9M15,894−1,800trim
359AMG National Trust Bank$3.9M15,887+193add
360Hudson Canyon Capital Management$3.9M15,786−454trim
361Diversified Trust Co$3.8M15,687+12add
362Merrion Investment Management Co, LLC$3.8M15,6190no change
363Metis Global Partners, LLC$3.8M15,578−1,111trim
364Caprock Group, LLC$3.8M15,557−1,427trim
365Convergence Investment Partners, LLC$3.8M15,418−8,453trim
366Maryland State Retirement & Pension System$3.7M15,2870no change
367SteelPeak Wealth, LLC$3.7M15,265+1,010add
368Kentucky Farm Bureau Mutual Insurance Co$3.7M15,000no prior
369Baker Avenue Asset Management, LP$3.7M14,994+37add
370Town & Country Bank & Trust CO dba First Bankers Trust CO$3.7M14,978−106trim
371Callan Family Office, LLC$3.6M14,920+489add
372Beacon Pointe Advisors, LLC$3.6M14,912+4,219add
373Miller Capital Partners, Inc.$3.6M14,892−110trim
374Phoenix Wealth Advisors$3.6M14,847−391trim
375CHOREO, LLC$3.6M14,833+1,150add
376SWS Partners$3.6M14,558+1,281add
377LEVEL FOUR ADVISORY SERVICES, LLC$3.6M14,541−116trim
378Farmers & Merchants Trust Co of Long Beach$3.5M14,320−368trim
379Nicholas Investment Partners, LP$3.5M14,2960no change
380PARADIGM ASSET MANAGEMENT CO LLC$3.5M14,2000no change
381Wills Financial Group LLC$3.4M13,721−223trim
382Avidian Wealth Enterprises, LLC$3.4M13,986−132trim
383Vontobel Holding Ltd.$3.4M13,978+679add
384PROFUND ADVISORS LLC$3.4M13,954+3,445add
385Nemes Rush Group LLC$3.4M13,939−21trim
386TMB Capital Partners, LLC$3.3M13,561+147add
387Havemeyer Place LP$3.3M13,545+13,545new
388Brooklyn Investment Group$3.3M13,456+3,253add
389WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$3.2M13,156−2,123trim
390SIGNATUREFD, LLC$3.2M13,032−128trim
391Prosperity Consulting Group, LLC$3.2M12,989−735trim
392Chicago Partners Investment Group LLC$3.2M14,204−98trim
393Choate Investment Advisors$3.1M12,870+1,024add
394Ethic Inc.$3.1M12,812−265trim
395Cresset Asset Management, LLC$3.1M12,691−847trim
396Ballentine Partners, LLC$3.1M12,6360no change
397Genus Capital Management Inc.$3.1M12,600+12,600new
398FIRST CITIZENS BANK & TRUST CO$3.1M12,578−286trim
399Osmosis Investment Management UK Ltd$3.0M12,290+324add
400JOHNSON INVESTMENT COUNSEL INC$3.0M12,251−1,516trim
401Berry Wealth Group, LP$3.0M12,220−303trim
402WELCH & FORBES LLC$3.0M12,1750no change
403MUFG Securities EMEA plc$3.0M12,094−229trim
404Focus Partners Advisor Solutions, LLC$2.9M12,023+2,894add
405Merit Financial Group, LLC$2.9M11,893+414add
406Texas Yale Capital Corp.$2.9M11,7750no change
407Aptus Capital Advisors, LLC$2.9M11,712−17trim
408Meeder Advisory Services, Inc.$2.8M11,646−110trim
409MARINO, STRAM & ASSOCIATES LLC$2.8M11,633+208add
410Institute for Wealth Management, LLC.$2.8M11,593−198trim
411REGIONS FINANCIAL CORP$2.8M11,592−488trim
412OpenArc Corporate Advisory, LLC$2.8M11,550−158trim
413MOODY NATIONAL BANK TRUST DIVISION$2.8M11,479−72trim
414Centric Wealth Management$2.8M11,096−348trim
415Marex Group Ltd$2.8M11,381+11,381new
4163Chopt Investment Partners, LLC$2.7M11,209−291trim
417Susquehanna Portfolio Strategies, LLC$2.7M11,1470no change
418Meiji Yasuda Asset Management Co Ltd.$2.7M11,105−6,654trim
419Saudi Central Bank$2.7M11,096+11,096new
420BAILARD, INC.$2.7M11,092+11,092new
421Spire Wealth Management$2.7M10,857+1,244add
422NOMURA HOLDINGS INC$2.6M10,815+10,815new
423BOCHK Asset Management Ltd$2.6M10,800+10,800new
424Stonebrook Private Inc.$2.6M10,752−547trim
425Apollon Wealth Management, LLC$2.6M10,681−798trim
426FLPUTNAM INVESTMENT MANAGEMENT CO$2.6M10,677+453add
427Deseret Mutual Benefit Administrators$2.6M10,622+6,668add
428Independent Solutions Wealth Management, LLC$2.6M10,620+855add
429VestGen Advisors, LLC$2.6M10,276+1,487add
430TOKIO MARINE ASSET MANAGEMENT CO LTD$2.6M10,5850no change
431LOM Asset Management Ltd$2.6M10,494−178trim
432Energy Income Partners, LLC$2.5M10,436+344add
433Advisors Asset Management, Inc.$2.5M10,429+553add
434Tranquility Partners, LLC$2.5M10,241−110trim
435Jupiter Wealth Management LLC$2.5M10,0000no change
436TRUSTMARK BANK TRUST DEPARTMENT$2.5M10,123−327trim
437Jefferies Financial Group Inc.$2.5M10,122−4,761trim
438GREENLEAF TRUST$2.5M10,085+134add
439Bleakley Financial Group, LLC$2.5M10,052−2trim
440Dynamic Advisor Solutions LLC$2.5M10,039+244add
441PRINCIPAL SECURITIES, INC.$2.4M10,031+826add
442FULTON BANK, N.A.$2.4M9,974+204add
443Winthrop Partners - WNY, LLC$2.4M9,929−46trim
444BARTLETT & CO. WEALTH MANAGEMENT LLC$2.4M9,548+42add
445JOURNEY STRATEGIC WEALTH LLC$2.4M9,874+285add
446CIDEL ASSET MANAGEMENT INC$2.4M9,835+1,279add
447DENALI ADVISORS LLC$2.4M9,824+1,109add
448Pullen Investment Management, LLC$2.4M9,808−261trim
449Aspire Growth Partners LLC$2.4M9,760+258add
450Avantra Family Wealth, Inc.$2.4M9,710+507add
451J.W. COLE ADVISORS, INC.$2.4M9,703+59add
452ROMANO BROTHERS AND COMPANY$2.3M9,609−50trim
453ForthRight Wealth Management, LLC$2.3M9,6020no change
454HUB Investment Partners, LLC$2.3M9,561−38trim
455Ramirez Asset Management, Inc.$2.3M9,482−49trim
456DAYMARK WEALTH PARTNERS, LLC$2.3M9,476+863add
457New Age Alpha Advisors, LLC$2.3M9,442+9,442new
458NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.3M9,439−166trim
459Freestone Capital Holdings, LLC$2.3M9,398−288trim
460Asset One Wealth Management LLC$2.3M10,410−6,866trim
461Curi Capital, LLC$2.3M9,391−36trim
462Union Bancaire Privee, UBP SA$2.3M12,944+12,944new
463Meiji Yasuda Life Insurance Co$2.3M9,363−820trim
464Vise Technologies, Inc.$2.3M14,0300no change
465Mystic Asset Management, Inc.$2.3M9,342+127add
466MONTAG A & ASSOCIATES INC$2.3M9,3140no change
467Ancora Advisors LLC$2.3M9,255−51trim
468AE Wealth Management LLC$2.2M9,207−65trim
469Net Worth Advisory Group$2.2M9,182−139trim
470BALYASNY ASSET MANAGEMENT L.P.$2.2M9,134+2,418add
471Ascent Wealth Partners, LLC$2.2M9,105+9,105new
472SAWGRASS ASSET MANAGEMENT LLC$2.2M9,096−114trim
473Mutual Advisors, LLC$2.2M9,094−29trim
474McAdam, LLC$2.2M9,078+85add
475LOWE BROCKENBROUGH & CO INC$2.2M8,933−167trim
476ELEVATION POINT WEALTH PARTNERS, LLC$2.2M8,930+6,122add
477IHT Wealth Management, LLC$2.2M8,860−16trim
478MAGNOLIA CAPITAL ADVISORS LLC$2.2M8,841−1,125trim
479Goelzer Investment Management, Inc.$2.2M8,834+4,819add
480HUNTINGTON NATIONAL BANK$2.2M8,815+8,815new
481North Dakota State Investment Board$2.2M8,810−1,732trim
482GATEWAY INVESTMENT ADVISERS LLC$2.1M8,799−24,077trim
483Encore Global Management, LP$2.1M8,750no prior
484STEPHENS INC /AR/$2.1M8,516+119add
485Smartleaf Asset Management LLC$2.1M8,643+498add
486WESTWOOD HOLDINGS GROUP INC$2.1M8,672+2,894add
487Ascent Group, LLC$2.1M8,616−15trim
488Gryphon Financial Partners LLC$2.1M8,502+1,110add
489Verdence Capital Advisors LLC$2.1M8,502−933trim
490AXXCESS WEALTH MANAGEMENT, LLC$2.1M8,496+6add
491Koshinski Asset Management, Inc.$2.1M8,471+355add
492GROUPAMA ASSET MANAGMENT$2.1M8,435−2,783trim
493Dana Investment Advisors, Inc.$2.0M8,391+290add
494Brevan Howard Capital Management LP$2.0M8,387−9,254trim
495UPTICK PARTNERS, LLC$2.0M8,374−1trim
496EVOLVE PRIVATE WEALTH, LLC$2.0M8,279+517add
497Sigma Planning Corp$2.0M8,273−227trim
498Hartford Financial Management Inc.$2.0M8,239−532trim
499PFG Advisors$2.0M8,198+649add
500United Advisor Group, LLC$2.0M8,180−189trim
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MPC

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

Congress · last 90 days

Buyers
0
Sellers
2 David J. Taylor R–OH-2, Dan Newhouse R–WA-4 $3K–$45K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $22.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MARATHON PETE CORP

Merged timeline of congressional filings and notable-manager moves on MPC
DateWhoChangeSize
2026-08-06David J. Taylor CongressSale$1K–$15K
2026-08-06David J. Taylor CongressSale$1K–$15K
2026-07-17Dan Newhouse CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+1,172 sh
2026-05-15Bridgewater Associates 13Ftrim−118,270 sh
2026-05-15Moore Capital Management 13Fexit−20,000 sh
2026-05-14Caxton Associates 13Fexit−9,006 sh

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

20 members of Congress disclosed MPC — the congressional view ↗