Who holds MRKticker 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 ↗
3,192
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$212B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,430
addsholders whose share count rose or who opened the position (new + add), by shares
196
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| # | Filer | Reported value | Shares | Δ shares | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $27.2B | 225,830,330 | +6,734,865 | add |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $19.4B | 160,987,624 | — | no prior |
| 3 | STATE STREET CORP | $14.5B | 119,325,673 | −714,495 | trim |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | $10.1B | 84,314,971 | −2,120,487 | trim |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.1B | 67,304,305 | — | no prior |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $7.1B | 59,558,154 | −489,830 | trim |
| 7 | JPMORGAN CHASE & CO | $6.3B | 52,972,983 | +23,773,005 | add |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.0B | 49,765,225 | +1,201,421 | add |
| 9 | MORGAN STANLEY | $5.7B | 47,632,487 | +2,686,466 | add |
| 10 | FMR LLC | $5.4B | 44,516,010 | +3,679,444 | add |
| 11 | BANK OF AMERICA CORP /DE/ | $3.7B | 30,774,221 | +2,919,780 | add |
| 12 | NORTHERN TRUST CORP | $3.3B | 27,090,023 | −144,619 | trim |
| 13 | Fisher Asset Management, LLC | $3.2B | 26,436,284 | +1,562,957 | add |
| 14 | Invesco Ltd. | $2.6B | 21,855,101 | +1,308,916 | add |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.5B | 20,414,819 | +981,416 | add |
| 16 | Legal & General Group Plc | $2.4B | 19,538,545 | −238,297 | trim |
| 17 | Bank of New York Mellon Corp | $2.3B | 18,713,363 | −451,163 | trim |
| 18 | AMERIPRISE FINANCIAL INC | $2.0B | 16,262,708 | +288,299 | add |
| 19 | FRANKLIN RESOURCES INC | $2.0B | 16,267,205 | +203,155 | add |
| 20 | DIMENSIONAL FUND ADVISORS LP | $1.9B | 15,456,039 | +2,969,856 | add |
| 21 | VANGUARD FIDUCIARY TRUST CO | $1.7B | 13,964,179 | — | no prior |
| 22 | UBS Group AG | $1.7B | 13,933,630 | −5,244,642 | trim |
| 23 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $1.7B | 13,794,969 | 0 | no change |
| 24 | Amundi | $1.7B | 13,764,954 | +379,861 | add |
| 25 | ROYAL BANK OF CANADA | $1.6B | 13,201,722 | +11,637 | add |
| 26 | DEUTSCHE BANK AG\ | $1.5B | 12,540,774 | −247,537 | trim |
| 27 | HARRIS ASSOCIATES L P | $1.5B | 12,366,933 | −1,721,772 | trim |
| 28 | WELLS FARGO & COMPANY/MN | $1.4B | 11,446,845 | +398,634 | add |
| 29 | Nuveen, LLC | $1.2B | 10,099,764 | +3,141,695 | add |
| 30 | ALLIANCEBERNSTEIN L.P. | $1.2B | 11,301,486 | +2,669,101 | add |
| 31 | AQR CAPITAL MANAGEMENT LLC | $1.0B | 8,628,486 | −2,620,877 | trim |
| 32 | NORDEA INVESTMENT MANAGEMENT AB | $1.0B | 8,527,993 | −2,045,828 | trim |
| 33 | STIFEL FINANCIAL CORP | $997M | 8,291,826 | −255,243 | trim |
| 34 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $952M | 7,917,866 | +563,453 | add |
| 35 | HSBC HOLDINGS PLC | $918M | 7,634,112 | −8,516,786 | trim |
| 36 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $888M | 7,383,088 | −1,185,318 | trim |
| 37 | Swiss National Bank | $876M | 7,284,151 | +440,700 | add |
| 38 | Swedbank AB | $853M | 7,091,711 | −559,960 | trim |
| 39 | Grantham, Mayo, Van Otterloo & Co. LLC | $844M | 7,013,777 | +143,632 | add |
| 40 | Aristotle Capital Management, LLC | $829M | 6,894,432 | −386,461 | trim |
| 41 | RAYMOND JAMES FINANCIAL INC | $792M | 6,585,514 | −343,142 | trim |
| 42 | Sumitomo Mitsui Trust Group, Inc. | $754M | 6,269,316 | −702,485 | trim |
| 43 | JENNISON ASSOCIATES LLC | $752M | 6,249,337 | +689,849 | add |
| 44 | Mitsubishi UFJ Asset Management Co., Ltd. | $696M | 5,782,329 | +370,900 | add |
| 45 | National Pension Service | $693M | 5,762,086 | +5,762,086 | new |
| 46 | Vanguard Global Advisers, LLC | $672M | 5,585,694 | — | no prior |
| 47 | AMERICAN CENTURY COMPANIES INC | $667M | 5,547,858 | +179,248 | add |
| 48 | VOYA INVESTMENT MANAGEMENT LLC | $621M | 5,159,124 | +2,172,653 | add |
| 49 | VANGUARD ASSET MANAGEMENT, Ltd | $602M | 5,003,623 | — | no prior |
| 50 | BANK OF MONTREAL /CAN/ | $581M | 4,831,161 | −541,040 | trim |
| 51 | PRINCIPAL FINANCIAL GROUP INC | $567M | 4,709,942 | −372,776 | trim |
| 52 | Aberdeen Group plc | $561M | 4,665,193 | +14,191 | add |
| 53 | Capital Wealth Planning, LLC | $543M | 4,516,730 | −487,467 | trim |
| 54 | FIRST TRUST ADVISORS LP | $537M | 4,465,569 | −162,791 | trim |
| 55 | Allianz Asset Management GmbH | $477M | 3,964,890 | −1,936 | trim |
| 56 | ENVESTNET ASSET MANAGEMENT INC | $463M | 3,852,976 | +648,636 | add |
| 57 | CITADEL ADVISORS LLC | $460M | 3,821,227 | −3,000,104 | trim |
| 58 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $457M | 3,799,379 | −332,079 | trim |
| 59 | VICTORY CAPITAL MANAGEMENT INC | $456M | 3,789,757 | −1,018,770 | trim |
| 60 | LPL Financial LLC | $455M | 3,782,188 | +226,190 | add |
| 61 | THORNBURG INVESTMENT MANAGEMENT INC | $449M | 3,728,673 | 0 | no change |
| 62 | Bank Julius Baer & Co. Ltd, Zurich | $443M | 3,700,222 | +536,891 | add |
| 63 | HighTower Advisors, LLC | $437M | 3,635,404 | −182,731 | trim |
| 64 | CANADA PENSION PLAN INVESTMENT BOARD | $435M | 3,616,870 | −697,729 | trim |
| 65 | NEW YORK STATE COMMON RETIREMENT FUND | $423M | 3,516,025 | −40,033 | trim |
| 66 | D. E. Shaw & Co., Inc. | $409M | 3,397,582 | −120,882 | trim |
| 67 | Neuberger Berman Group LLC | $395M | 3,280,851 | +240,953 | add |
| 68 | LAZARD ASSET MANAGEMENT LLC | $391M | 3,254,331 | −1,152,710 | trim |
| 69 | AVIVA PLC | $389M | 3,236,573 | +349,219 | add |
| 70 | FEDERATED HERMES, INC. | $362M | 3,008,096 | +516,058 | add |
| 71 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $353M | 2,936,330 | −7,007,793 | trim |
| 72 | ROYAL LONDON ASSET MANAGEMENT LTD | $348M | 2,896,154 | −300,997 | trim |
| 73 | Janus Henderson Group Ltd. | $346M | 2,880,199 | +995,059 | add |
| 74 | Eurizon Capital SGR S.p.A. | $339M | 2,822,423 | +311,350 | add |
| 75 | Mariner, LLC | $336M | 2,795,221 | +41,991 | add |
| 76 | CITIGROUP INC | $334M | 2,779,106 | +142,995 | add |
| 77 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $323M | 2,687,439 | −411 | trim |
| 78 | Ensign Peak Advisors, Inc | $314M | 2,613,009 | +774,766 | add |
| 79 | MACKENZIE FINANCIAL CORP | $303M | 2,517,435 | +1,052,450 | add |
| 80 | Smead Capital Management, Inc. | $297M | 2,471,398 | −366,902 | trim |
| 81 | Corient Private Wealth LLC | $291M | 2,428,276 | −5,215,512 | trim |
| 82 | Robeco Institutional Asset Management B.V. | $279M | 2,322,293 | −175,682 | trim |
| 83 | BNP Paribas Asset Management Holding S.A. | $279M | 2,316,095 | −338,405 | trim |
| 84 | Alyeska Investment Group, L.P. | $277M | 2,305,574 | +728,862 | add |
| 85 | BRANDES INVESTMENT PARTNERS, LP | $277M | 2,302,562 | −164,963 | trim |
| 86 | TD ASSET MANAGEMENT INC | $275M | 2,288,576 | +57,755 | add |
| 87 | TRUIST FINANCIAL CORP | $267M | 2,221,085 | +172,264 | add |
| 88 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $265M | 2,204,006 | −27,749 | trim |
| 89 | SEI INVESTMENTS CO | $253M | 2,102,456 | +256,265 | add |
| 90 | Cullen Capital Management, LLC | $249M | 2,073,354 | −217,687 | trim |
| 91 | Capital Research Global Investors | $248M | 2,061,571 | −50,571 | trim |
| 92 | Universal- Beteiligungs- und Servicegesellschaft mbH | $247M | 2,054,074 | −197,210 | trim |
| 93 | MILLENNIUM MANAGEMENT LLC | $237M | 1,970,691 | −4,829,660 | trim |
| 94 | PRUDENTIAL FINANCIAL INC | $236M | 1,962,332 | −153,809 | trim |
| 95 | NATIONAL BANK OF CANADA /FI/ | $236M | 1,961,390 | −45,865 | trim |
| 96 | Korea Investment CORP | $228M | 1,897,151 | −108,886 | trim |
| 97 | Employees Provident Fund Board | $228M | 1,895,165 | −519,869 | trim |
| 98 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $222M | 1,845,587 | −5,073 | trim |
| 99 | BALYASNY ASSET MANAGEMENT L.P. | $218M | 1,812,608 | −374,652 | trim |
| 100 | Mirae Asset Global Investments Co., Ltd. | $215M | 1,787,407 | −94,125 | trim |
| 101 | SCHRODER INVESTMENT MANAGEMENT GROUP | $211M | 1,756,247 | +69,766 | add |
| 102 | Rockefeller Capital Management L.P. | $211M | 1,752,898 | +30,752 | add |
| 103 | DANSKE BANK A/S | $211M | 1,752,893 | −80,381 | trim |
| 104 | STOREBRAND ASSET MANAGEMENT AS | $210M | 1,748,762 | — | no prior |
| 105 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $205M | 1,705,178 | −38,554 | trim |
| 106 | SEB Asset Management AB | $198M | 1,642,285 | — | no prior |
| 107 | Alecta Tjanstepension Omsesidigt | $197M | 1,640,300 | 0 | no change |
| 108 | Cerity Partners LLC | $197M | 1,639,510 | −79,940 | trim |
| 109 | OMERS ADMINISTRATION Corp | $192M | 1,598,927 | +1,323,314 | add |
| 110 | Mitsubishi UFJ Trust & Banking Corp | $191M | 1,586,105 | −39,209 | trim |
| 111 | Mondrian Investment Partners LTD | $190M | 1,581,527 | −28,705 | trim |
| 112 | NOMURA ASSET MANAGEMENT CO LTD | $190M | 1,579,855 | +194,263 | add |
| 113 | US BANCORP \DE\ | $187M | 1,554,747 | −26,074 | trim |
| 114 | FIFTH THIRD BANCORP | $186M | 1,543,397 | +954,428 | add |
| 115 | Pictet Asset Management Holding SA | $179M | 1,486,425 | +20,204 | add |
| 116 | APG Asset Management N.V. | $178M | 1,708,121 | +55,172 | add |
| 117 | PFA Pension, Forsikringsaktieselskab | $177M | 1,467,839 | +1,467,839 | new |
| 118 | BANK OF NOVA SCOTIA | $175M | 1,457,238 | −498,962 | trim |
| 119 | M&T BANK CORP | $175M | 1,453,030 | −23,176 | trim |
| 120 | Asset Management One Co., Ltd. | $173M | 1,441,306 | +91,333 | add |
| 121 | ANTIPODES PARTNERS Ltd | $173M | 1,441,266 | −134,545 | trim |
| 122 | Focus Partners Wealth | $173M | 1,435,704 | +8,160 | add |
| 123 | GREAT LAKES ADVISORS, LLC | $168M | 1,399,573 | −105,202 | trim |
| 124 | Swiss Life Asset Management Ltd | $166M | 1,381,851 | +163,951 | add |
| 125 | STATE OF WISCONSIN INVESTMENT BOARD | $164M | 1,366,001 | +71,905 | add |
| 126 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $162M | 1,345,718 | −618,069 | trim |
| 127 | BROWN ADVISORY INC | $161M | 1,341,293 | +36,367 | add |
| 128 | Quantinno Capital Management LP | $160M | 1,333,289 | +327,035 | add |
| 129 | Candriam S.C.A. | $159M | 1,322,654 | +46,054 | add |
| 130 | REGIONS FINANCIAL CORP | $158M | 1,317,370 | +39,692 | add |
| 131 | Creative Planning | $157M | 1,308,297 | +61,646 | add |
| 132 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $157M | 1,431,644 | −365,790 | trim |
| 133 | DJE Kapital AG | $157M | 1,306,098 | +1,306,098 | new |
| 134 | Chevy Chase Trust Holdings, LLC | $151M | 1,253,128 | −38,375 | trim |
| 135 | CIBC WORLD MARKET INC. | $149M | 1,239,951 | −61,793 | trim |
| 136 | Vanguard Investments Australia, Ltd. | $149M | 1,238,154 | — | no prior |
| 137 | CI INVESTMENTS INC. | $149M | 1,237,783 | +243,661 | add |
| 138 | COMMONWEALTH EQUITY SERVICES, LLC | $147M | 1,222,577 | −85,622 | trim |
| 139 | KLP KAPITALFORVALTNING AS | $145M | 1,196,870 | −78,400 | trim |
| 140 | Cetera Investment Advisers | $144M | 1,193,872 | +55,456 | add |
| 141 | COMMERCE BANK | $143M | 1,188,031 | +255,241 | add |
| 142 | Quilter Plc | $143M | 1,186,720 | −4,589 | trim |
| 143 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $142M | 1,182,179 | +385,150 | add |
| 144 | Baird Financial Group, Inc. | $140M | 1,163,093 | +1,163,093 | new |
| 145 | UniSuper Management Pty Ltd | $132M | 1,099,802 | +241 | add |
| 146 | ZACKS INVESTMENT MANAGEMENT | $131M | 1,085,250 | +4,128 | add |
| 147 | Woodline Partners LP | $129M | 1,071,080 | +66,381 | add |
| 148 | Artisan Partners Limited Partnership | $128M | 1,061,859 | −321,438 | trim |
| 149 | CIBC Bancorp USA Inc. | $126M | 1,047,115 | — | no prior |
| 150 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $126M | 1,043,669 | −14,067 | trim |
| 151 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $124M | 1,033,222 | −425,911 | trim |
| 152 | Zurcher Kantonalbank (Zurich Cantonalbank) | $123M | 1,024,300 | +1,024,300 | new |
| 153 | CWM, LLC | $122M | 1,010,525 | −6,498 | trim |
| 154 | KING LUTHER CAPITAL MANAGEMENT CORP | $118M | 983,617 | +510 | add |
| 155 | Zurich Insurance Group Ltd/FI | $116M | 967,598 | +438,295 | add |
| 156 | TORONTO DOMINION BANK | $116M | 961,055 | −160,593 | trim |
| 157 | J. Safra Sarasin Holding AG | $116M | 960,714 | +40,289 | add |
| 158 | IEQ CAPITAL, LLC | $113M | 941,353 | −138 | trim |
| 159 | Point72 Asset Management, L.P. | $111M | 921,077 | −417,372 | trim |
| 160 | BLAIR WILLIAM & CO/IL | $108M | 901,789 | +67,765 | add |
| 161 | DnB Asset Management AS | $108M | 897,124 | −53,210 | trim |
| 162 | Tidal Investments LLC | $107M | 895,792 | +590,676 | add |
| 163 | GROUPAMA ASSET MANAGMENT | $105M | 874,963 | −25,823 | trim |
| 164 | MACQUARIE GROUP LTD | $105M | 870,918 | −897,114 | trim |
| 165 | Capital International Investors | $105M | 870,261 | +9,526 | add |
| 166 | CAUSEWAY CAPITAL MANAGEMENT LLC | $103M | 854,212 | −190,405 | trim |
| 167 | Resona Asset Management Co.,Ltd. | $103M | 856,748 | −14,931 | trim |
| 168 | KEYBANK NATIONAL ASSOCIATION/OH | $103M | 853,050 | +22,955 | add |
| 169 | State of New Jersey Common Pension Fund D | $102M | 848,249 | −11,986 | trim |
| 170 | Tredje AP-fonden | $101M | 841,448 | +132,188 | add |
| 171 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $101M | 838,615 | −95,504 | trim |
| 172 | Squarepoint Ops LLC | $99.9M | 830,857 | +764,712 | add |
| 173 | OSAIC HOLDINGS, INC. | $99.6M | 827,246 | +18,680 | add |
| 174 | Lansforsakringar Fondforvaltning AB (publ) | $96.8M | 804,827 | −63,102 | trim |
| 175 | Cannell & Spears LLC | $96.0M | 798,223 | +452,283 | add |
| 176 | GUGGENHEIM CAPITAL LLC | $95.6M | 794,868 | +21,150 | add |
| 177 | Man Group plc | $95.4M | 793,167 | −1,050,361 | trim |
| 178 | Compagnie Lombard Odier SCmA | $95.3M | 792,577 | −35,099 | trim |
| 179 | Susquehanna Portfolio Strategies, LLC | $95.2M | 791,735 | 0 | no change |
| 180 | MERCER GLOBAL ADVISORS INC /ADV | $94.5M | 785,937 | +10,727 | add |
| 181 | Sarasin & Partners LLP | $94.5M | 785,691 | −129,503 | trim |
| 182 | DONALDSON CAPITAL MANAGEMENT, LLC | $94.4M | 785,160 | +7,199 | add |
| 183 | Calamos Advisors LLC | $93.5M | 777,663 | +57,857 | add |
| 184 | BAHL & GAYNOR INC | $90.3M | 750,494 | −14,345 | trim |
| 185 | Midwest Trust Co | $89.9M | 747,618 | −19,353 | trim |
| 186 | FIRST FINANCIAL BANKSHARES INC | $89.4M | 743,601 | +15,082 | add |
| 187 | Assenagon Asset Management S.A. | $89.4M | 743,214 | +201,642 | add |
| 188 | CIBC Asset Management Inc | $89.4M | 742,928 | +22,210 | add |
| 189 | SAMLYN CAPITAL, LLC | $87.4M | 726,481 | +726,481 | new |
| 190 | STATE OF MICHIGAN RETIREMENT SYSTEM | $87.0M | 723,090 | −1,400 | trim |
| 191 | Epoch Investment Partners, Inc. | $84.3M | 701,092 | −9,359 | trim |
| 192 | NISA INVESTMENT ADVISORS, LLC | $84.0M | 693,541 | −17,578 | trim |
| 193 | Sumitomo Mitsui DS Asset Management Company, Ltd | $83.2M | 691,506 | −31,543 | trim |
| 194 | Arizona State Retirement System | $81.8M | 679,746 | −22,536 | trim |
| 195 | Czech National Bank | $81.3M | 675,968 | +21,496 | add |
| 196 | Allspring Global Investments Holdings, LLC | $81.3M | 672,535 | −229,771 | trim |
| 197 | ORBIMED ADVISORS LLC | $79.8M | 663,400 | +663,400 | new |
| 198 | TEACHER RETIREMENT SYSTEM OF TEXAS | $79.4M | 659,877 | −118,090 | trim |
| 199 | CACTI ASSET MANAGEMENT LLC | $77.6M | 645,299 | +446 | add |
| 200 | Boston Partners | $77.5M | 641,766 | −26,956 | trim |
| 201 | ING GROEP NV | $77.2M | 641,709 | −144,789 | trim |
| 202 | Clark Capital Management Group, Inc. | $77.0M | 640,272 | +622,454 | add |
| 203 | CREDIT AGRICOLE S A | $76.7M | 637,765 | −559,651 | trim |
| 204 | Harvest Portfolios Group Inc. | $75.4M | 626,802 | −43,359 | trim |
| 205 | 1832 Asset Management L.P. | $74.2M | 616,840 | −554,796 | trim |
| 206 | WESTWOOD HOLDINGS GROUP INC | $73.2M | 608,628 | +8,633 | add |
| 207 | FIL Ltd | $71.9M | 597,352 | −58,742 | trim |
| 208 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $71.7M | 596,468 | +127,080 | add |
| 209 | Perpetual Ltd | $71.5M | 594,443 | +30,727 | add |
| 210 | COMPASS CAPITAL MANAGEMENT, INC | $70.9M | 589,768 | −92,259 | trim |
| 211 | WHITTIER TRUST CO | $70.7M | 585,422 | +27,439 | add |
| 212 | MetLife Investment Management, LLC | $69.8M | 580,004 | −15,612 | trim |
| 213 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $69.5M | 578,169 | +837 | add |
| 214 | Clearbridge Investments, LLC | $69.5M | 577,786 | −22,585 | trim |
| 215 | AustralianSuper Pty Ltd | $69.2M | 575,397 | −72,854 | trim |
| 216 | D.A. DAVIDSON & CO. | $68.9M | 572,593 | −4,366 | trim |
| 217 | Holocene Advisors, LP | $68.9M | 572,467 | −313,293 | trim |
| 218 | Federation des caisses Desjardins du Quebec | $68.7M | 570,879 | +87,494 | add |
| 219 | Douglas Lane & Associates, LLC | $67.6M | 561,892 | −3,937 | trim |
| 220 | Aristotle Atlantic Partners, LLC | $66.5M | 552,486 | +55,876 | add |
| 221 | OFI INVEST ASSET MANAGEMENT | $65.9M | 630,057 | −75,828 | trim |
| 222 | KORNITZER CAPITAL MANAGEMENT INC /KS | $65.5M | 544,161 | −8,798 | trim |
| 223 | ROCKLAND TRUST CO | $64.4M | 534,963 | −42,467 | trim |
| 224 | Retirement Systems of Alabama | $63.4M | 527,079 | −935 | trim |
| 225 | ProShare Advisors LLC | $63.2M | 525,295 | −103,580 | trim |
| 226 | IFM Investors Pty Ltd | $62.9M | 522,579 | +12,750 | add |
| 227 | GLENMEDE TRUST CO NA | $62.7M | 521,346 | −3,025 | trim |
| 228 | Radnor Capital Management, LLC | $62.5M | 519,443 | −115 | trim |
| 229 | Daiwa Securities Group Inc. | $61.8M | 513,752 | +21,301 | add |
| 230 | BANQUE PICTET & CIE SA | $61.7M | 513,131 | −43,931 | trim |
| 231 | NATIXIS | $61.4M | 510,056 | +201,284 | add |
| 232 | Empowered Funds, LLC | $61.1M | 507,815 | −178,382 | trim |
| 233 | &PARTNERS | $61.0M | 506,594 | +2,694 | add |
| 234 | Gotham Asset Management, LLC | $60.9M | 506,551 | +59,124 | add |
| 235 | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $60.1M | 499,805 | −159,100 | trim |
| 236 | QRG CAPITAL MANAGEMENT, INC. | $60.1M | 499,732 | +79,823 | add |
| 237 | OPPENHEIMER ASSET MANAGEMENT INC. | $59.2M | 492,072 | −10,813 | trim |
| 238 | Illinois Municipal Retirement Fund | $58.6M | 487,434 | −59,296 | trim |
| 239 | PINNACLE ASSOCIATES LTD | $58.4M | 485,756 | +39,496 | add |
| 240 | Pathstone Holdings, LLC | $57.8M | 480,635 | +11,055 | add |
| 241 | XPONANCE LLC | $56.9M | 473,091 | +59,880 | add |
| 242 | SRB CORP | $55.7M | 463,298 | +463,298 | new |
| 243 | B. Metzler seel. Sohn & Co. AG | $54.7M | 454,985 | −10,827 | trim |
| 244 | FUKOKU MUTUAL LIFE INSURANCE CO | $53.8M | 447,246 | 0 | no change |
| 245 | Distillate Capital Partners LLC | $53.8M | 446,915 | +2,489 | add |
| 246 | NICHOLS & PRATT ADVISERS LLP /MA | $53.7M | 446,639 | −4,982 | trim |
| 247 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $53.7M | 446,512 | −45,699 | trim |
| 248 | Curi Capital, LLC | $53.7M | 443,638 | +416 | add |
| 249 | GATEWAY INVESTMENT ADVISERS LLC | $53.4M | 443,847 | −93,221 | trim |
| 250 | USS Investment Management Ltd | $52.2M | 434,031 | +10,994 | add |
| 251 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $51.8M | 431,038 | +124,541 | add |
| 252 | ALPS ADVISORS INC | $51.5M | 427,760 | −37,354 | trim |
| 253 | CORDA Investment Management, LLC. | $51.4M | 427,526 | −9,548 | trim |
| 254 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51.4M | 427,111 | +10,623 | add |
| 255 | Integral Health Asset Management, LLC | $51.1M | 425,000 | +175,000 | add |
| 256 | NewEdge Advisors, LLC | $49.7M | 413,565 | +17,134 | add |
| 257 | Systematic Alpha Investments, LLC | $49.4M | 410,682 | 0 | no change |
| 258 | Vanguard Personalized Indexing Management, LLC | $49.3M | 409,858 | +23,972 | add |
| 259 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $49.0M | 407,269 | −63,229 | trim |
| 260 | Varma Mutual Pension Insurance Co | $48.9M | 406,874 | +10,000 | add |
| 261 | FIDUCIARY TRUST CO | $48.9M | 406,382 | −17,514 | trim |
| 262 | Sanctuary Advisors, LLC | $48.8M | 406,087 | +48,579 | add |
| 263 | Utah Retirement Systems | $48.6M | 404,056 | −12,241 | trim |
| 264 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $48.3M | 401,889 | +79,307 | add |
| 265 | TD Waterhouse Canada Inc. | $48.0M | 397,990 | +115,080 | add |
| 266 | Vontobel Holding Ltd. | $46.6M | 387,524 | −45,379 | trim |
| 267 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $46.4M | 385,956 | −374,694 | trim |
| 268 | MEYER HANDELMAN CO | $45.8M | 380,705 | +2,418 | add |
| 269 | MML INVESTORS SERVICES, LLC | $45.7M | 380,197 | −32,570 | trim |
| 270 | Glenview Trust Co | $45.3M | 376,892 | +9,616 | add |
| 271 | AIA Group Ltd | $45.2M | 375,724 | −6,570 | trim |
| 272 | Capital Investment Advisors, LLC | $44.5M | 369,782 | +6,971 | add |
| 273 | SMITH CHAS P & ASSOCIATES PA CPAS | $44.2M | 367,523 | −3,413 | trim |
| 274 | Beacon Pointe Advisors, LLC | $44.2M | 367,061 | +76,661 | add |
| 275 | Andra AP-fonden | $43.8M | 364,485 | −63,615 | trim |
| 276 | NEOS Investment Management LLC | $43.8M | 364,439 | −45,111 | trim |
| 277 | EDMOND DE ROTHSCHILD HOLDING S.A. | $43.8M | 364,118 | −60,298 | trim |
| 278 | Jefferies Financial Group Inc. | $43.5M | 361,688 | −139,240 | trim |
| 279 | Rakuten Investment Management, Inc. | $43.5M | 368,357 | +40,848 | add |
| 280 | FARALLON CAPITAL MANAGEMENT, L.L.C. | $43.4M | 361,000 | — | no prior |
| 281 | Saudi Central Bank | $43.2M | 359,011 | +90,581 | add |
| 282 | LETKO, BROSSEAU & ASSOCIATES INC | $43.1M | 358,019 | −12,515 | trim |
| 283 | Northwest & Ethical Investments L.P. | $42.3M | 351,729 | +23,081 | add |
| 284 | WATERS PARKERSON & CO., LLC | $42.3M | 351,577 | −146 | trim |
| 285 | JANE STREET GROUP, LLC | $42.2M | 351,131 | +223,444 | add |
| 286 | Advisors Asset Management, Inc. | $42.0M | 349,476 | +6,787 | add |
| 287 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $41.5M | 344,750 | +4,462 | add |
| 288 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $41.1M | 342,084 | −101,142 | trim |
| 289 | Kestra Advisory Services, LLC | $40.7M | 338,012 | +45,974 | add |
| 290 | MAI Capital Management | $40.3M | 335,023 | +11,532 | add |
| 291 | CONNING INC. | $40.1M | 333,031 | −19,946 | trim |
| 292 | PRUDENTIAL PLC | $40.0M | 332,437 | −48,039 | trim |
| 293 | Lido Advisors, LLC | $39.9M | 330,201 | −29,272 | trim |
| 294 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $39.7M | 329,632 | −3,203 | trim |
| 295 | Ethic Inc. | $39.3M | 326,297 | +8,152 | add |
| 296 | Pinnacle Financial Partners, Inc. | $38.5M | 320,321 | −5,512 | trim |
| 297 | WELCH & FORBES LLC | $38.2M | 317,368 | −4,861 | trim |
| 298 | Willis Investment Counsel | $37.7M | 313,718 | 0 | no change |
| 299 | Migdal Insurance & Financial Holdings Ltd. | $37.6M | 310,002 | +310,002 | new |
| 300 | Wealthfront Advisers LLC | $37.4M | 311,279 | +54,035 | add |
| 301 | Private Wealth Partners, LLC | $37.2M | 309,338 | −2,449 | trim |
| 302 | Howard Capital Management Group, LLC | $37.1M | 308,798 | +5,766 | add |
| 303 | Steward Partners Investment Advisory, LLC | $36.7M | 305,398 | +5,456 | add |
| 304 | Arax Advisory Partners | $36.5M | 303,856 | +9,927 | add |
| 305 | ATALANTA SOSNOFF CAPITAL, LLC | $36.3M | 302,127 | +175,167 | add |
| 306 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $36.1M | 300,200 | −8,600 | trim |
| 307 | M&G Plc | $35.8M | 298,044 | −73,223 | trim |
| 308 | Sequoia Financial Advisors, LLC | $35.7M | 297,046 | −9,097 | trim |
| 309 | HANCOCK WHITNEY CORP | $35.7M | 299,230 | −8,070 | trim |
| 310 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $35.6M | 271,829 | −4,144,192 | trim |
| 311 | MARTINGALE ASSET MANAGEMENT L P | $35.5M | 294,925 | −28,874 | trim |
| 312 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $35.3M | 293,491 | +96,637 | add |
| 313 | Quintet Private Bank (Europe) S.A. | $35.3M | 293,071 | −6,073 | trim |
| 314 | Douglass Winthrop Advisors, LLC | $35.2M | 292,328 | −15,002 | trim |
| 315 | Avanza Fonder AB | $34.3M | 285,007 | −4,713 | trim |
| 316 | BRADLEY FOSTER & SARGENT INC/CT | $34.2M | 284,705 | −4,279 | trim |
| 317 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $34.2M | 284,228 | 0 | no change |
| 318 | Generali Asset Management SPA SGR | $34.2M | 284,084 | −24,089 | trim |
| 319 | WHITTIER TRUST CO OF NEVADA INC | $33.8M | 280,055 | +18,723 | add |
| 320 | FACTORY MUTUAL INSURANCE CO | $33.8M | 281,024 | +3,650 | add |
| 321 | ASR Vermogensbeheer N.V. | $33.6M | 278,937 | +5,059 | add |
| 322 | Haverford Trust Co | $33.4M | 277,400 | −2,235 | trim |
| 323 | STEPHENS INC /AR/ | $33.2M | 272,906 | −69,234 | trim |
| 324 | Private Advisor Group, LLC | $32.9M | 273,347 | −11,783 | trim |
| 325 | BECKER CAPITAL MANAGEMENT INC | $32.8M | 271,104 | −14,351 | trim |
| 326 | CITIZENS FINANCIAL GROUP INC/RI | $32.6M | 269,662 | −6,532 | trim |
| 327 | Dai-ichi Life Insurance Company, Ltd | $32.5M | 270,465 | +41,648 | add |
| 328 | DAVENPORT & Co LLC | $32.4M | 269,725 | +8,738 | add |
| 329 | Americana Partners, LLC | $32.0M | 266,031 | +45,626 | add |
| 330 | Cresset Asset Management, LLC | $31.9M | 263,545 | +17,397 | add |
| 331 | EVERGREEN CAPITAL MANAGEMENT LLC | $31.8M | 262,297 | +6,205 | add |
| 332 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $31.7M | 263,514 | −2,536 | trim |
| 333 | Allworth Financial LP | $31.6M | 262,901 | +50,970 | add |
| 334 | SECTOR GAMMA AS | $31.3M | 260,340 | −103,311 | trim |
| 335 | KESTRA PRIVATE WEALTH SERVICES, LLC | $31.3M | 260,145 | +260,145 | new |
| 336 | Waverly Advisors, LLC | $31.1M | 258,634 | +2,030 | add |
| 337 | OP Asset Management Ltd | $30.9M | 256,793 | — | no prior |
| 338 | SHELTON CAPITAL MANAGEMENT | $30.8M | 255,813 | −23,873 | trim |
| 339 | Concurrent Investment Advisors, LLC | $30.6M | 254,138 | +20,658 | add |
| 340 | Vinva Investment Management Ltd | $30.3M | 256,254 | −69,690 | trim |
| 341 | FLPUTNAM INVESTMENT MANAGEMENT CO | $30.2M | 250,923 | +40,623 | add |
| 342 | Blue Chip Partners, LLC | $30.1M | 249,913 | +5,084 | add |
| 343 | BRAUN STACEY ASSOCIATES INC | $29.6M | 246,022 | +246,022 | new |
| 344 | YOUSIF CAPITAL MANAGEMENT, LLC | $29.5M | 245,330 | −7,705 | trim |
| 345 | Crossmark Global Holdings, Inc. | $29.5M | 245,186 | — | no prior |
| 346 | HB Wealth Management, LLC | $29.0M | 241,439 | +13,245 | add |
| 347 | Bank Pictet & Cie (Europe) AG | $28.6M | 237,773 | −16,362 | trim |
| 348 | HIGHLAND CAPITAL MANAGEMENT, LLC | $28.6M | 237,613 | −23,268 | trim |
| 349 | ABN AMRO INVESTMENT SOLUTIONS | $28.1M | 233,654 | −23,180 | trim |
| 350 | Dakota Wealth Management | $28.1M | 233,345 | +52,548 | add |
| 351 | ASSETMARK, INC | $27.9M | 232,295 | +57,422 | add |
| 352 | GODSEY & GIBB, INC | $27.6M | 229,420 | −925 | trim |
| 353 | KAHN BROTHERS GROUP INC | $27.3M | 227,288 | −202,815 | trim |
| 354 | Wilmington Savings Fund Society, FSB | $27.3M | 226,576 | −10,115 | trim |
| 355 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $27.1M | 225,105 | −39,956 | trim |
| 356 | KLINGENSTEIN FIELDS & CO LP | $27.0M | 224,870 | −5,048 | trim |
| 357 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $26.9M | 223,830 | −236,570 | trim |
| 358 | Bryn Mawr Trust Advisors, LLC | $26.8M | 222,405 | −8,169 | trim |
| 359 | EVERETT HARRIS & CO /CA/ | $26.6M | 221,455 | −3,728 | trim |
| 360 | Moran Wealth Management, LLC | $26.5M | 220,292 | −16,677 | trim |
| 361 | Elo Mutual Pension Insurance Co | $26.3M | 218,614 | −85,991 | trim |
| 362 | Ceredex Value Advisors LLC | $25.6M | 212,600 | −36,009 | trim |
| 363 | United Asset Strategies, Inc. | $25.3M | 210,435 | −6,760 | trim |
| 364 | HOMESTEAD ADVISERS CORP | $25.3M | 210,577 | −2,100 | trim |
| 365 | Stack Financial Management, Inc | $25.2M | 209,647 | −734 | trim |
| 366 | Cardinal Capital Management, Inc. | $25.0M | 207,470 | −97,064 | trim |
| 367 | Bellevue Group AG | $24.9M | 206,591 | +114,474 | add |
| 368 | TCTC Holdings, LLC | $24.8M | 206,456 | +4,664 | add |
| 369 | RWC Asset Management LLP | $24.7M | 205,090 | −7,327 | trim |
| 370 | GENERAL AMERICAN INVESTORS CO INC | $24.6M | 204,326 | 0 | no change |
| 371 | Investment Management Corp of Ontario | $24.5M | 203,852 | −86,374 | trim |
| 372 | Connor, Clark & Lunn Investment Management Ltd. | $24.5M | 203,676 | +120,466 | add |
| 373 | FIRST NATIONAL TRUST CO | $24.5M | 203,651 | +1,792 | add |
| 374 | Soleus Capital Management, L.P. | $24.4M | 203,000 | +203,000 | new |
| 375 | SCOTIA CAPITAL INC. | $24.4M | 202,667 | +6,936 | add |
| 376 | Fiera Capital Corp | $24.4M | 202,612 | +202,612 | new |
| 377 | FOUNDATION RESOURCE MANAGEMENT INC | $24.3M | 202,209 | +9,114 | add |
| 378 | Boston Common Asset Management, LLC | $23.9M | 198,680 | −56,800 | trim |
| 379 | LBP AM SA | $23.7M | 196,922 | −180,502 | trim |
| 380 | Merit Financial Group, LLC | $23.7M | 196,841 | +38,798 | add |
| 381 | Diversified Trust Co | $23.5M | 195,208 | −5,350 | trim |
| 382 | LGT Group Foundation | $23.4M | 194,925 | −139,511 | trim |
| 383 | EASTERN BANK | $23.4M | 194,563 | −18,674 | trim |
| 384 | EP Wealth Advisors, LLC | $23.4M | 194,446 | −1,288 | trim |
| 385 | Atria Investments, Inc | $23.4M | 194,417 | +13,429 | add |
| 386 | Rafferty Asset Management, LLC | $23.2M | 193,053 | −76,567 | trim |
| 387 | Aptus Capital Advisors, LLC | $23.2M | 192,739 | −14,787 | trim |
| 388 | TRIGLAV INVESTMENTS, D.O.O. | $23.2M | 192,688 | +57,869 | add |
| 389 | Lombard Odier Asset Management (Europe) Ltd | $23.0M | 191,185 | −14,186 | trim |
| 390 | Atle Fund Management AB | $22.9M | 33,853 | −161,915 | trim |
| 391 | Danica Pension, Livsforsikringsaktieselskab | $22.9M | 190,178 | −1,693 | trim |
| 392 | HM PAYSON & CO | $22.8M | 189,740 | +2,262 | add |
| 393 | ARGENT CAPITAL MANAGEMENT LLC | $22.3M | 185,453 | +181,978 | add |
| 394 | Philip James Wealth Mangement, LLC | $22.2M | 184,582 | −395 | trim |
| 395 | OPPENHEIMER & CO INC | $22.2M | 184,185 | +19,723 | add |
| 396 | GW HENSSLER & ASSOCIATES LTD | $21.8M | 181,047 | −6,443 | trim |
| 397 | Stillwater Capital Advisors, LLC | $21.7M | 180,190 | −2,318 | trim |
| 398 | Applied Finance Capital Management, LLC | $21.5M | 178,906 | −4,658 | trim |
| 399 | SALEM INVESTMENT COUNSELORS INC | $21.3M | 176,372 | −12,111 | trim |
| 400 | Circle Wealth Management, LLC | $21.3M | 177,287 | −4,089 | trim |
| 401 | Stockman Wealth Management, Inc. | $21.3M | 177,107 | −558 | trim |
| 402 | ARS Wealth Advisors Group, LLC | $21.2M | 176,368 | +998 | add |
| 403 | MANNING & NAPIER ADVISORS LLC | $21.2M | 176,281 | +768 | add |
| 404 | GRANDFIELD & DODD, LLC | $21.1M | 175,775 | +7,714 | add |
| 405 | Walleye Capital LLC | $21.0M | 174,672 | +83,898 | add |
| 406 | BAR HARBOR WEALTH MANAGEMENT | $20.9M | 173,725 | +1,693 | add |
| 407 | INTACT INVESTMENT MANAGEMENT INC. | $20.9M | 173,500 | −9,600 | trim |
| 408 | Advisors Capital Management, LLC | $20.9M | 173,461 | +8,776 | add |
| 409 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $20.8M | 172,900 | 0 | no change |
| 410 | WOODMONT INVESTMENT COUNSEL LLC | $20.7M | 172,439 | +1,932 | add |
| 411 | FORBES J M & CO LLP | $20.7M | 171,751 | +784 | add |
| 412 | Nemes Rush Group LLC | $20.6M | 170,964 | −11,111 | trim |
| 413 | Stamos Capital Partners, L.P. | $20.5M | 170,384 | −16,421 | trim |
| 414 | Empower Advisory Group, LLC | $20.3M | 168,610 | −30,301 | trim |
| 415 | CADINHA & CO LLC | $20.1M | 166,864 | −85,160 | trim |
| 416 | BENJAMIN EDWARDS INC | $19.8M | 164,675 | −307,869 | trim |
| 417 | BOURGEON CAPITAL MANAGEMENT LLC | $19.6M | 162,967 | −1,389 | trim |
| 418 | JB Capital LLC | $19.5M | 162,408 | +25,139 | add |
| 419 | OLD NATIONAL BANCORP /IN/ | $19.5M | 161,744 | −847 | trim |
| 420 | One Capital Management, LLC | $19.3M | 160,540 | +2,364 | add |
| 421 | Kimelman & Baird, LLC | $19.3M | 160,179 | 0 | no change |
| 422 | SATURNA CAPITAL CORP | $18.9M | 157,451 | +157,451 | new |
| 423 | Talbot Financial, LLC | $18.9M | 157,177 | +2,107 | add |
| 424 | Union Bancaire Privee, UBP SA | $18.8M | 106,562 | −179,007 | trim |
| 425 | FIRST MANHATTAN CO. LLC. | $18.7M | 154,467 | −2,110 | trim |
| 426 | Norinchukin Bank, The | $18.4M | 153,343 | −1,077 | trim |
| 427 | PARTHENON LLC | $18.4M | 153,062 | −679 | trim |
| 428 | EDGAR LOMAX CO/VA | $18.4M | 152,850 | −205,645 | trim |
| 429 | Clearstead Advisors, LLC | $18.3M | 152,132 | +41,778 | add |
| 430 | SKBA CAPITAL MANAGEMENT LLC | $18.3M | 151,872 | 0 | no change |
| 431 | Fisher Funds Management LTD | $18.2M | 151,132 | −39,106 | trim |
| 432 | Atlantic Union Bankshares Corp | $18.1M | 150,800 | −42,738 | trim |
| 433 | MIZUHO SECURITIES USA LLC | $18.0M | 150,049 | −30,676 | trim |
| 434 | CENTRAL SECURITIES CORP | $18.0M | 150,000 | 0 | no change |
| 435 | CCM INVESTMENT ADVISERS LLC | $18.0M | 149,542 | −3,198 | trim |
| 436 | Summit Financial, LLC | $18.0M | 148,433 | +10,688 | add |
| 437 | ABN AMRO Bank N.V. | $17.9M | 147,377 | −44,434 | trim |
| 438 | CRAWFORD INVESTMENT COUNSEL INC | $17.8M | 148,066 | −4,603 | trim |
| 439 | PANAGORA ASSET MANAGEMENT INC | $17.8M | 147,569 | −557,873 | trim |
| 440 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $17.5M | 145,312 | +145,312 | new |
| 441 | Stratos Investment Management, LLC | $17.4M | 144,783 | +9,502 | add |
| 442 | ExodusPoint Capital Management, LP | $17.4M | 144,655 | −17,252 | trim |
| 443 | AE Wealth Management LLC | $17.3M | 144,082 | −8,425 | trim |
| 444 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $17.3M | 143,523 | +2,957 | add |
| 445 | Aware Super Pty Ltd as trustee of Aware Super | $17.2M | 143,224 | — | no prior |
| 446 | LMCG INVESTMENTS, LLC | $17.2M | 142,965 | +440 | add |
| 447 | Equitable Holdings, Inc. | $17.2M | 154,824 | +74,443 | add |
| 448 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $17.1M | 142,000 | 0 | no change |
| 449 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $16.8M | 139,552 | −2,941 | trim |
| 450 | Vident Advisory, LLC | $16.8M | 139,324 | +10,064 | add |
| 451 | MONTAG A & ASSOCIATES INC | $16.7M | 137,790 | −3,916 | trim |
| 452 | Lombard Odier Asset Management (Switzerland) SA | $16.6M | 137,612 | +10,150 | add |
| 453 | U.S. Capital Wealth Advisors, LLC | $16.5M | 137,497 | +75,219 | add |
| 454 | FRANKLIN STREET ADVISORS INC /NC | $16.5M | 137,340 | −5,201 | trim |
| 455 | SteelPeak Wealth, LLC | $16.5M | 135,983 | −54,538 | trim |
| 456 | EAGLE GLOBAL ADVISORS LLC | $16.5M | 136,864 | −1,725 | trim |
| 457 | Snowden Capital Advisors LLC | $16.4M | 135,191 | −17,784 | trim |
| 458 | DODGE & COX | $16.4M | 136,050 | −2,155 | trim |
| 459 | NOESIS CAPITAL MANGEMENT CORP | $16.3M | 135,684 | +3,771 | add |
| 460 | PICTON MAHONEY ASSET MANAGEMENT | $16.3M | 135,203 | +135,203 | new |
| 461 | Kingsview Wealth Management, LLC | $16.2M | 134,751 | −22,205 | trim |
| 462 | COLDSTREAM CAPITAL MANAGEMENT INC | $16.1M | 133,666 | +11,824 | add |
| 463 | Metis Global Partners, LLC | $16.1M | 133,464 | −4,207 | trim |
| 464 | Bragg Financial Advisors, Inc | $16.0M | 133,013 | −13,443 | trim |
| 465 | WASHINGTON TRUST BANK | $15.9M | 132,592 | −15,643 | trim |
| 466 | Azimuth Capital Investment Management LLC | $15.9M | 132,533 | −3,285 | trim |
| 467 | Badgley Phelps Wealth Managers, LLC | $15.9M | 131,499 | +11,837 | add |
| 468 | Drexel Morgan & Co. | $15.9M | 132,292 | 0 | no change |
| 469 | Wescott Financial Advisory Group, LLC | $15.9M | 132,124 | −10,208 | trim |
| 470 | CHOREO, LLC | $15.8M | 130,110 | +2,179 | add |
| 471 | NorthCrest Asset Manangement, LLC | $15.7M | 130,205 | −113,995 | trim |
| 472 | EFG International AG | $15.7M | 130,704 | +45,016 | add |
| 473 | Bleakley Financial Group, LLC | $15.5M | 129,217 | +2,930 | add |
| 474 | PARK NATIONAL CORP /OH/ | $15.5M | 129,003 | +17,678 | add |
| 475 | New Age Alpha Advisors, LLC | $15.3M | 127,438 | −119 | trim |
| 476 | Goelzer Investment Management, Inc. | $15.3M | 127,005 | −955 | trim |
| 477 | TECTONIC ADVISORS LLC | $15.2M | 126,173 | −2,035 | trim |
| 478 | Banque Cantonale Vaudoise | $15.2M | 126,173 | +6,268 | add |
| 479 | American Assets Investment Management, LLC | $15.0M | 125,000 | 0 | no change |
| 480 | Maryland State Retirement & Pension System | $15.0M | 124,497 | −1,217 | trim |
| 481 | Cohen Klingenstein LLC | $14.9M | 124,194 | 0 | no change |
| 482 | Orion Porfolio Solutions, LLC | $14.9M | 124,118 | +1,051 | add |
| 483 | Ashton Thomas Private Wealth, LLC | $14.9M | 124,075 | +5,900 | add |
| 484 | Edge Wealth Management LLC | $14.8M | 123,435 | +329 | add |
| 485 | INTECH INVESTMENT MANAGEMENT LLC | $14.7M | 122,438 | −40,290 | trim |
| 486 | MIDDLETON & CO INC/MA | $14.7M | 122,145 | −23,208 | trim |
| 487 | MONARCH CAPITAL MANAGEMENT INC | $14.6M | 120,559 | −2,307 | trim |
| 488 | Leonteq Securities AG | $14.5M | 120,645 | −18,284 | trim |
| 489 | FARMERS & MERCHANTS INVESTMENTS INC | $14.2M | 118,172 | +1,690 | add |
| 490 | HENNESSY ADVISORS INC | $14.2M | 117,800 | −4,050 | trim |
| 491 | AUXIER ASSET MANAGEMENT LLC | $14.1M | 117,242 | −104 | trim |
| 492 | ELEVATION POINT WEALTH PARTNERS, LLC | $14.1M | 116,727 | +60,846 | add |
| 493 | Matthew Goff Investment Advisor, LLC | $14.0M | 116,699 | +332 | add |
| 494 | L & S Advisors Inc | $14.0M | 116,590 | −4,400 | trim |
| 495 | Foster Victor Wealth Advisors, LLC | $14.0M | 116,456 | −18,548 | trim |
| 496 | GHP Investment Advisors, Inc. | $13.9M | 115,922 | +1,925 | add |
| 497 | TEMA ETFS LLC | $13.9M | 115,881 | +5,261 | add |
| 498 | Brookstone Capital Management | $13.9M | 115,830 | +13,725 | add |
| 499 | Banco Santander, S.A. | $13.9M | 115,528 | +1,404 | add |
| 500 | SP Asset Management LLC | $13.9M | 115,492 | −1,613 | trim |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Congress ↔ notable managers · MRK
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 1 Maria Elvira Salazar R–FL-27 $30K–$100K
- Sellers
- 1 Alan Armstrong R–OK $15K–$50K
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 1 Gotham Asset Management $60.9M held
- Trimming
- 2 Bridgewater Associates, Caxton Associates $0 held
new + add vs trim + exit, by shares · $ = reported value now, not the change · MERCK
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-09-09 | Maria Elvira Salazar Congress | Purchase | $15K–$50K |
| 2026-09-09 | Maria Elvira Salazar Congress | Purchase | $15K–$50K |
| 2026-07-21 | Alan Armstrong Congress | Sale | $15K–$50K |
| 2026-05-15 | Gotham Asset Management 13F | add | +59,124 sh |
| 2026-05-15 | Bridgewater Associates 13F | exit | −310,221 sh |
| 2026-05-14 | Caxton Associates 13F | exit | −250,000 sh |
6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade
62 members of Congress disclosed MRK — the congressional view ↗