Who holds NTRSticker 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 ↗

NORTHERN TR CORP · COM · quarter ended 2026-03-31 · 9 members disclosed NTRS ↗

773

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

$20.0B

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

371

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

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 NTRS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.0B	14,369,855	−334,141	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.6B	11,783,530	—	no prior
3	FMR LLC	$1.5B	10,809,890	−3,037,471	trim
4	STATE STREET CORP	$1.3B	9,082,748	−168,772	trim
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	8,419,232	—	no prior
6	PRIMECAP MANAGEMENT CO/CA/	$914M	6,549,037	−58,680	trim
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$821M	5,805,716	−132,254	trim
8	NORTHERN TRUST CORP	$820M	5,876,501	+197,189	add
9	GEODE CAPITAL MANAGEMENT, LLC	$718M	5,165,371	+150,078	add
10	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$579M	4,145,102	0	no change
11	Invesco Ltd.	$490M	3,514,155	−233,685	trim
12	MORGAN STANLEY	$353M	2,527,789	−2,315	trim
13	AQR CAPITAL MANAGEMENT LLC	$344M	2,486,807	+763,291	add
14	DIMENSIONAL FUND ADVISORS LP	$343M	2,455,996	+36,322	add
15	Bank of New York Mellon Corp	$284M	2,036,137	+83,117	add
16	AMERICAN CENTURY COMPANIES INC	$261M	1,872,709	−389,593	trim
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$217M	1,555,437	+45,915	add
18	Robeco Institutional Asset Management B.V.	$201M	1,440,739	+807,986	add
19	Legal & General Group Plc	$188M	1,346,397	−5,439	trim
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$174M	1,248,623	+18,818	add
21	WELLINGTON MANAGEMENT GROUP LLP	$173M	1,238,225	−554,184	trim
22	ARIEL INVESTMENTS, LLC	$159M	1,141,118	−107,803	trim
23	JUPITER ASSET MANAGEMENT LTD	$147M	1,051,432	+19,853	add
24	VANGUARD FIDUCIARY TRUST CO	$145M	1,040,796	—	no prior
25	UBS Group AG	$137M	979,340	−211,658	trim
26	DEUTSCHE BANK AG\	$135M	969,169	+87,533	add
27	Eurizon Capital SGR S.p.A.	$130M	936,868	+11,174	add
28	Amundi	$121M	869,617	+234,836	add
29	FIRST TRUST ADVISORS LP	$119M	855,848	−9,108	trim
30	Qube Research & Technologies Ltd	$117M	835,738	+383,035	add
31	VICTORY CAPITAL MANAGEMENT INC	$112M	804,694	−176,658	trim
32	PANAGORA ASSET MANAGEMENT INC	$109M	778,137	−224,130	trim
33	BARCLAYS PLC	$101M	720,401	+203,321	add
34	ROYAL BANK OF CANADA	$97.9M	701,631	−122,399	trim
35	CONFLUENCE INVESTMENT MANAGEMENT LLC	$94.9M	680,260	−422,843	trim
36	FEDERATED HERMES, INC.	$94.4M	676,536	+100,568	add
37	PRUDENTIAL FINANCIAL INC	$87.7M	628,513	+235,079	add
38	BANK OF AMERICA CORP /DE/	$86.9M	622,852	+33,029	add
39	BNP Paribas Asset Management Holding S.A.	$81.6M	584,969	+427,685	add
40	Quantinno Capital Management LP	$76.6M	548,708	+123,655	add
41	HSBC HOLDINGS PLC	$73.6M	527,817	−611,807	trim
42	Cerity Partners LLC	$70.9M	508,340	−15,741	trim
43	PFA Pension, Forsikringsaktieselskab	$67.8M	485,776	+485,776	new
44	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$62.7M	449,078	−99,613	trim
45	Mitsubishi UFJ Asset Management Co., Ltd.	$59.3M	424,614	+24,736	add
46	FRANKLIN RESOURCES INC	$57.6M	412,893	+275,930	add
47	Nuveen, LLC	$57.5M	411,983	+18,934	add
48	Vanguard Global Advisers, LLC	$57.1M	408,794	—	no prior
49	National Pension Service	$56.9M	408,031	+408,031	new
50	Sumitomo Mitsui Trust Group, Inc.	$55.8M	399,851	−35,976	trim
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$52.6M	376,942	−10,370	trim
52	VANGUARD ASSET MANAGEMENT, Ltd	$52.2M	374,006	—	no prior
53	Vinva Investment Management Ltd	$50.9M	373,411	+227,508	add
54	Prana Capital Management, LP	$50.0M	358,117	+358,117	new
55	Clark Capital Management Group, Inc.	$48.9M	350,260	+347,190	add
56	JACOBS LEVY EQUITY MANAGEMENT, INC	$46.9M	336,326	+200,252	add
57	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$44.3M	317,426	+78,011	add
58	MILLENNIUM MANAGEMENT LLC	$43.1M	308,719	−19,253	trim
59	North Reef Capital Management LP	$41.7M	298,559	−12,052	trim
60	CITADEL ADVISORS LLC	$40.4M	289,460	+104,263	add
61	ALLIANCEBERNSTEIN L.P.	$40.3M	294,775	+35,393	add
62	SEI INVESTMENTS CO	$39.7M	284,668	+255,550	add
63	Alyeska Investment Group, L.P.	$36.2M	259,171	+139,025	add
64	ENVESTNET ASSET MANAGEMENT INC	$35.3M	252,962	+59,994	add
65	CANADA PENSION PLAN INVESTMENT BOARD	$34.1M	244,600	+14,400	add
66	PRINCIPAL FINANCIAL GROUP INC	$32.3M	231,139	+5,189	add
67	Swiss Life Asset Management Ltd	$31.5M	133,223	+96,616	add
68	Corient Private Wealth LLC	$27.9M	200,865	−691,754	trim
69	Man Group plc	$27.3M	195,409	+161,558	add
70	CITIGROUP INC	$27.2M	195,155	+41,440	add
71	NORDEA INVESTMENT MANAGEMENT AB	$27.0M	197,532	+177,476	add
72	AMERIPRISE FINANCIAL INC	$26.8M	192,158	−29,493	trim
73	Interval Partners, LP	$26.6M	190,685	+190,685	new
74	Arbejdsmarkedets Tillaegspension	$25.2M	180,499	+6,118	add
75	Mariner, LLC	$25.1M	180,078	+58,589	add
76	Aberdeen Group plc	$24.8M	177,767	+14,576	add
77	Allianz Asset Management GmbH	$24.8M	177,752	+78,435	add
78	Illinois Municipal Retirement Fund	$24.6M	175,937	+37,758	add
79	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$24.5M	175,579	−3,863	trim
80	Korea Investment CORP	$23.5M	168,691	+52,661	add
81	AVIVA PLC	$23.4M	167,771	+1,231	add
82	PUBLIC SECTOR PENSION INVESTMENT BOARD	$23.3M	166,981	+118,790	add
83	SEB Asset Management AB	$22.3M	159,732	—	no prior
84	Schonfeld Strategic Advisors LLC	$21.6M	154,913	+145,905	add
85	ALGEBRIS (UK) LTD	$21.3M	152,564	−27,407	trim
86	OPPENHEIMER ASSET MANAGEMENT INC.	$20.9M	149,975	+1,939	add
87	Mitsubishi UFJ Trust & Banking Corp	$20.6M	147,357	+68,240	add
88	Universal- Beteiligungs- und Servicegesellschaft mbH	$19.8M	142,214	−32,205	trim
89	BANK OF MONTREAL /CAN/	$19.7M	140,883	−22,111	trim
90	IEQ CAPITAL, LLC	$19.3M	138,197	+34,146	add
91	Candriam S.C.A.	$18.6M	132,919	+74,196	add
92	DANSKE BANK A/S	$18.3M	131,230	−5,200	trim
93	Zurcher Kantonalbank (Zurich Cantonalbank)	$18.2M	130,553	+130,553	new
94	KEYBANK NATIONAL ASSOCIATION/OH	$18.1M	129,896	+1,481	add
95	BLAIR WILLIAM & CO/IL	$18.1M	129,443	−8,272	trim
96	NEW YORK STATE COMMON RETIREMENT FUND	$17.1M	122,527	−3,000	trim
97	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$17.1M	122,274	−61,955	trim
98	Marble Harbor Investment Counsel, LLC	$16.6M	118,856	−480	trim
99	LEVIN CAPITAL STRATEGIES, L.P.	$16.2M	116,185	−1,789	trim
100	Cinctive Capital Management LP	$16.1M	115,609	+68,167	add
101	TORONTO DOMINION BANK	$15.9M	113,660	+7,666	add
102	ADAGE CAPITAL PARTNERS GP, L.L.C.	$15.6M	111,900	−13,800	trim
103	Pictet Asset Management Holding SA	$14.8M	105,953	−5,510	trim
104	STATE OF WISCONSIN INVESTMENT BOARD	$14.1M	101,205	−13,532	trim
105	GLENMEDE TRUST CO NA	$14.1M	100,966	−4,378	trim
106	Mesirow Financial Investment Management, Inc.	$13.9M	99,578	+60,893	add
107	ROYAL LONDON ASSET MANAGEMENT LTD	$13.8M	98,965	0	no change
108	Edgestream Partners, L.P.	$13.8M	98,786	+867	add
109	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$13.7M	98,418	−8,916	trim
110	NATIONAL BANK OF CANADA /FI/	$13.6M	97,411	+32,755	add
111	Point72 Asset Management, L.P.	$13.6M	97,300	+97,300	new
112	STOREBRAND ASSET MANAGEMENT AS	$13.4M	96,306	—	no prior
113	Vanguard Investments Australia, Ltd.	$13.2M	94,651	—	no prior
114	Chevy Chase Trust Holdings, LLC	$12.8M	91,799	−4,083	trim
115	NATIXIS	$12.6M	90,413	−4,496	trim
116	WELLS FARGO & COMPANY/MN	$12.2M	87,455	−32,510	trim
117	APG Asset Management N.V.	$11.7M	96,302	−4,532	trim
118	TD ASSET MANAGEMENT INC	$11.6M	83,115	+14,413	add
119	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$11.5M	82,708	+4,232	add
120	LPL Financial LLC	$11.4M	81,855	+8,086	add
121	Tredje AP-fonden	$11.3M	81,222	+55,147	add
122	ZACKS INVESTMENT MANAGEMENT	$11.0M	79,111	+1,256	add
123	FJ Capital Management LLC	$11.0M	79,026	+79,026	new
124	BROWN ADVISORY INC	$11.0M	78,887	−6,991	trim
125	NICHOLAS COMPANY, INC.	$11.0M	78,816	+40	add
126	Asset Management One Co., Ltd.	$10.9M	77,955	−3,511	trim
127	Calamos Advisors LLC	$10.6M	76,022	0	no change
128	AIA Group Ltd	$10.4M	74,522	−1,245	trim
129	MERCER GLOBAL ADVISORS INC /ADV	$9.9M	70,736	+21,619	add
130	KLP KAPITALFORVALTNING AS	$9.8M	70,209	0	no change
131	Creative Planning	$9.8M	70,124	+14,732	add
132	Cetera Investment Advisers	$9.6M	68,948	+6,109	add
133	VOYA INVESTMENT MANAGEMENT LLC	$9.6M	68,446	+5,436	add
134	TWO SIGMA INVESTMENTS, LP	$9.5M	67,792	+67,792	new
135	HEARTLAND ADVISORS INC	$9.5M	67,779	−39,456	trim
136	NOMURA ASSET MANAGEMENT CO LTD	$9.4M	67,251	+184	add
137	CWM, LLC	$9.2M	66,054	+17,770	add
138	Cambria Investment Management, L.P.	$8.9M	64,066	+2,445	add
139	State of New Jersey Common Pension Fund D	$8.9M	63,604	−49	trim
140	TEACHER RETIREMENT SYSTEM OF TEXAS	$8.6M	61,965	+29,543	add
141	Lansforsakringar Fondforvaltning AB (publ)	$8.6M	61,492	−816	trim
142	Focus Partners Wealth	$8.6M	60,499	+9,547	add
143	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$8.5M	60,608	−407	trim
144	American Assets Investment Management, LLC	$8.4M	60,000	0	no change
145	Resona Asset Management Co.,Ltd.	$8.4M	60,132	+947	add
146	Ensign Peak Advisors, Inc	$8.2M	58,863	+33,250	add
147	Swedbank AB	$8.2M	58,615	+7,114	add
148	FIL Ltd	$7.9M	56,686	−18,847	trim
149	Groupe la Francaise	$7.9M	56,620	+5,005	add
150	Ethic Inc.	$7.9M	56,282	+5,342	add
151	SCHRODER INVESTMENT MANAGEMENT GROUP	$7.8M	57,325	+34,059	add
152	Y-Intercept (Hong Kong) Ltd	$7.8M	55,546	+10,399	add
153	Crossmark Global Holdings, Inc.	$7.7M	55,495	—	no prior
154	CIBC Bancorp USA Inc.	$7.7M	55,476	—	no prior
155	FIRST MANHATTAN CO. LLC.	$7.7M	54,824	−10,162	trim
156	Connor, Clark & Lunn Investment Management Ltd.	$7.6M	54,457	+54,457	new
157	Danica Pension, Livsforsikringsaktieselskab	$7.6M	54,247	+54,247	new
158	Vest Financial, LLC	$7.6M	54,240	+4,669	add
159	Brevan Howard Capital Management LP	$7.5M	54,038	+26,265	add
160	THOMPSON INVESTMENT MANAGEMENT, INC.	$7.2M	51,745	−214	trim
161	Arizona State Retirement System	$7.2M	51,388	−1,093	trim
162	Czech National Bank	$7.1M	50,748	+878	add
163	CIBC Asset Management Inc	$7.0M	50,435	+1,034	add
164	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.8M	48,713	−800	trim
165	ProShare Advisors LLC	$6.8M	48,493	+8,289	add
166	COMMERCE BANK	$6.7M	48,349	+1,072	add
167	Baird Financial Group, Inc.	$6.5M	46,784	+46,784	new
168	FIFTH THIRD BANCORP	$6.5M	46,689	+35,259	add
169	ASR Vermogensbeheer N.V.	$6.5M	46,549	+884	add
170	BANK OF NOVA SCOTIA	$6.4M	46,155	+16,415	add
171	Rafferty Asset Management, LLC	$6.3M	45,298	−12,391	trim
172	RAYMOND JAMES FINANCIAL INC	$6.3M	44,846	+6,575	add
173	MACKENZIE FINANCIAL CORP	$6.1M	43,906	+2,033	add
174	MetLife Investment Management, LLC	$6.1M	43,518	−1,795	trim
175	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.1M	43,406	−584	trim
176	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.0M	47,239	+7,973	add
177	STIFEL FINANCIAL CORP	$6.0M	42,720	−74,173	trim
178	AustralianSuper Pty Ltd	$5.9M	42,597	+1,622	add
179	DnB Asset Management AS	$5.9M	42,227	+3,229	add
180	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$5.8M	41,704	+41,704	new
181	KING LUTHER CAPITAL MANAGEMENT CORP	$5.6M	39,993	0	no change
182	Mirae Asset Global Investments Co., Ltd.	$5.6M	39,834	+5,348	add
183	Retirement Systems of Alabama	$5.5M	39,570	−663	trim
184	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$5.5M	39,145	+15,400	add
185	KORNITZER CAPITAL MANAGEMENT INC /KS	$5.4M	38,781	−34	trim
186	USS Investment Management Ltd	$5.2M	37,290	+1,151	add
187	NFJ INVESTMENT GROUP, LLC	$5.2M	37,099	−2,910	trim
188	IFM Investors Pty Ltd	$5.1M	36,793	+266	add
189	Woodline Partners LP	$5.1M	36,606	+4,300	add
190	Zurich Insurance Group Ltd/FI	$5.1M	36,578	+36,578	new
191	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$5.1M	36,260	−42,006	trim
192	Convergence Investment Partners, LLC	$5.0M	36,147	+36,147	new
193	Daiwa Securities Group Inc.	$5.0M	36,055	+5,257	add
194	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$5.0M	36,052	+36,052	new
195	Van Hulzen Asset Management, LLC	$4.9M	34,864	+342	add
196	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	$4.9M	34,801	+9	add
197	Quantbot Technologies LP	$4.8M	34,580	+34,580	new
198	WORLDQUANT MILLENNIUM ADVISORS LLC	$4.8M	34,395	+27,141	add
199	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.7M	33,382	+15,254	add
200	XPONANCE LLC	$4.6M	32,837	+4,311	add
201	Curi Capital, LLC	$4.6M	32,609	+187	add
202	First Pacific Financial	$4.6M	32,760	+509	add
203	GREAT LAKES ADVISORS, LLC	$4.5M	32,016	−592	trim
204	KANAWHA CAPITAL MANAGEMENT LLC	$4.5M	31,991	−1,235	trim
205	NEOS Investment Management LLC	$4.3M	30,628	+1,143	add
206	Empowered Funds, LLC	$4.3M	30,493	+30,493	new
207	RITHOLTZ WEALTH MANAGEMENT	$4.2M	30,307	−3,150	trim
208	Utah Retirement Systems	$4.2M	30,111	−1,181	trim
209	MARTINGALE ASSET MANAGEMENT L P	$4.2M	29,822	+29,822	new
210	Horizon Investment Services, LLC	$4.1M	29,319	−193	trim
211	COMMONWEALTH EQUITY SERVICES, LLC	$4.1M	29,286	−107	trim
212	FIRST NATIONAL BANK OF OMAHA	$3.9M	28,187	−5	trim
213	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.9M	27,765	+266	add
214	Vanguard Personalized Indexing Management, LLC	$3.9M	27,671	+1,970	add
215	OMERS ADMINISTRATION Corp	$3.8M	27,483	+3,587	add
216	MACQUARIE GROUP LTD	$3.8M	27,037	−12,038	trim
217	Callahan Advisors, LLC	$3.8M	26,946	+719	add
218	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.6M	26,070	−7,810	trim
219	D L CARLSON INVESTMENT GROUP INC	$3.6M	25,708	+17	add
220	BCS Private Wealth Management, Inc.	$3.6M	25,356	+31	add
221	US BANCORP \DE\	$3.5M	25,170	+1,075	add
222	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.5M	24,933	+503	add
223	HighTower Advisors, LLC	$3.5M	24,732	+371	add
224	INTECH INVESTMENT MANAGEMENT LLC	$3.4M	24,456	−3,452	trim
225	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.4M	24,454	+67	add
226	Encore Global Management, LP	$3.4M	24,075	—	no prior
227	Chesley Taft & Associates LLC	$3.4M	24,040	0	no change
228	Resonant Capital Advisors, LLC	$3.3M	23,361	+360	add
229	Harfst & Associates, Inc.	$3.2M	23,103	−296	trim
230	TWIN CAPITAL MANAGEMENT INC	$3.2M	22,847	+636	add
231	Janus Henderson Group Ltd.	$3.1M	22,366	−1,131	trim
232	ASSOCIATED BANC-CORP	$3.1M	21,859	−325	trim
233	CONTINENTAL ADVISORS LLC	$3.0M	21,701	−4,100	trim
234	Lantz Financial LLC	$3.0M	21,486	−4,811	trim
235	CRAWFORD INVESTMENT COUNSEL INC	$3.0M	21,355	−12,335	trim
236	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.0M	21,344	−300	trim
237	Sequoia Financial Advisors, LLC	$3.0M	21,188	+470	add
238	UniSuper Management Pty Ltd	$2.9M	20,646	−964	trim
239	Rockefeller Capital Management L.P.	$2.9M	20,514	+1,517	add
240	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.8M	20,203	−31,437	trim
241	Cannell & Spears LLC	$2.8M	20,110	−284	trim
242	Jefferies Financial Group Inc.	$2.8M	19,965	+19,965	new
243	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.8M	19,820	−488	trim
244	YOUSIF CAPITAL MANAGEMENT, LLC	$2.7M	19,673	−1,091	trim
245	OP Asset Management Ltd	$2.7M	19,405	—	no prior
246	Oak Thistle LLC	$2.6M	18,972	+18,972	new
247	Wealthfront Advisers LLC	$2.6M	18,678	+1,671	add
248	WEDGE CAPITAL MANAGEMENT L L P/NC	$2.5M	18,033	−1,468	trim
249	Pathstone Holdings, LLC	$2.5M	17,979	+549	add
250	CREDIT AGRICOLE S A	$2.5M	17,601	−338	trim
251	Summit Trail Advisors, LLC	$2.4M	17,540	+3,930	add
252	Elo Mutual Pension Insurance Co	$2.4M	17,461	+17,461	new
253	Sterling Capital Management LLC	$2.4M	17,384	−4,073	trim
254	Trexquant Investment LP	$2.4M	17,025	+17,025	new
255	RENAISSANCE TECHNOLOGIES LLC	$2.3M	16,498	+16,498	new
256	Osmosis Investment Management UK Ltd	$2.3M	16,317	+13,686	add
257	NISA INVESTMENT ADVISORS, LLC	$2.2M	15,895	−403	trim
258	OAK ASSOCIATES LTD /OH/	$2.2M	15,940	0	no change
259	NUANCE INVESTMENTS, LLC	$2.2M	15,744	−30,556	trim
260	RWA WEALTH PARTNERS, LLC	$2.1M	15,289	+7	add
261	Allspring Global Investments Holdings, LLC	$2.1M	14,985	+5,265	add
262	Avanza Fonder AB	$2.1M	14,927	0	no change
263	J. Safra Sarasin Holding AG	$2.1M	14,857	−2,319	trim
264	HUSSMAN STRATEGIC ADVISORS, INC.	$2.1M	14,700	0	no change
265	EP Wealth Advisors, LLC	$2.0M	14,669	+90	add
266	Bridgewater Associates, LP	$2.0M	14,655	+3,750	add
267	JANE STREET GROUP, LLC	$2.0M	14,593	−97,796	trim
268	OSAIC HOLDINGS, INC.	$2.0M	14,586	−4,609	trim
269	Federation des caisses Desjardins du Quebec	$2.0M	14,037	+321	add
270	Dynamic Advisor Solutions LLC	$1.9M	13,892	+26	add
271	MML INVESTORS SERVICES, LLC	$1.9M	13,711	+7,259	add
272	QRG CAPITAL MANAGEMENT, INC.	$1.9M	13,661	−2,261	trim
273	Chicago Capital, LLC	$1.9M	13,565	−420	trim
274	Investment Management Corp of Ontario	$1.9M	13,482	+600	add
275	BARTLETT & CO. WEALTH MANAGEMENT LLC	$1.8M	11,425	−2,581	trim
276	Chicago Partners Investment Group LLC	$1.8M	10,879	+3,718	add
277	Aquatic Capital Management LLC	$1.8M	12,927	+4,214	add
278	BONNESS ENTERPRISES INC	$1.8M	12,700	0	no change
279	Virtus Investment Advisers, LLC	$1.8M	12,655	−2,323	trim
280	GREENLEAF TRUST	$1.7M	12,504	+154	add
281	M&T BANK CORP	$1.7M	12,482	−1,493	trim
282	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$1.7M	12,074	−460	trim
283	&PARTNERS	$1.7M	11,841	−290	trim
284	EFG International AG	$1.7M	11,902	+7	add
285	Ballast, Inc.	$1.6M	11,783	+111	add
286	Verdence Capital Advisors LLC	$1.6M	11,649	−1,665	trim
287	Lombard Odier Asset Management (Switzerland) SA	$1.6M	11,639	+11,639	new
288	D. E. Shaw & Co., Inc.	$1.6M	11,598	−16,844	trim
289	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.6M	11,593	+1,403	add
290	MARIETTA INVESTMENT PARTNERS LLC	$1.6M	11,570	0	no change
291	TRUIST FINANCIAL CORP	$1.6M	11,542	+43	add
292	Signal Advisors Wealth, LLC	$1.6M	11,377	+9,853	add
293	Norinchukin Bank, The	$1.6M	11,374	−178	trim
294	Concurrent Investment Advisors, LLC	$1.6M	11,339	−3,002	trim
295	Pitcairn Wealth Advisors LLC	$1.6M	11,519	+235	add
296	MIZUHO SECURITIES USA LLC	$1.6M	11,265	−2,505	trim
297	Choate Investment Advisors	$1.6M	11,261	−86	trim
298	Merit Financial Group, LLC	$1.6M	11,123	+2,067	add
299	FULLER & THALER ASSET MANAGEMENT, INC.	$1.5M	11,025	+11,025	new
300	QUADRANT CAPITAL GROUP LLC	$1.5M	10,788	+43	add
301	Beacon Pointe Advisors, LLC	$1.5M	10,735	+67	add
302	HARTFORD INVESTMENT MANAGEMENT CO	$1.5M	10,649	−256	trim
303	Provident Investment Management, Inc.	$1.5M	10,625	−225	trim
304	Sanctuary Advisors, LLC	$1.5M	10,585	−2,279	trim
305	Savant Capital, LLC	$1.4M	10,322	+709	add
306	LOWE BROCKENBROUGH & CO INC	$1.4M	10,190	−119	trim
307	Kintegral Advisory, LLC	$1.4M	10,071	−446	trim
308	AVITY INVESTMENT MANAGEMENT INC.	$1.4M	10,000	0	no change
309	SIERRA SUMMIT ADVISORS LLC	$1.4M	9,949	+2,460	add
310	FIDUCIARY TRUST CO	$1.4M	9,812	−1,035	trim
311	EVERGREEN CAPITAL MANAGEMENT LLC	$1.3M	9,564	+1,784	add
312	RBF Capital, LLC	$1.3M	9,600	−9,600	trim
313	YACKTMAN ASSET MANAGEMENT LP	$1.3M	9,500	0	no change
314	Maryland State Retirement & Pension System	$1.3M	9,488	0	no change
315	ABN AMRO INVESTMENT SOLUTIONS	$1.3M	9,454	+2,660	add
316	HANCOCK WHITNEY CORP	$1.3M	7,943	+7,943	new
317	AG2R LA MONDIALE GESTION D'ACTIFS	$1.3M	9,212	+569	add
318	DEARBORN PARTNERS LLC	$1.3M	9,142	−346	trim
319	BURNEY CO/	$1.3M	9,119	+9,119	new
320	Graham Capital Management, L.P.	$1.3M	9,104	+4,842	add
321	Aaron Wealth Advisors LLC	$1.3M	9,071	−34	trim
322	Brookstone Capital Management	$1.3M	9,006	+36	add
323	Diversified Trust Co	$1.3M	9,000	+4,397	add
324	Orion Porfolio Solutions, LLC	$1.2M	8,844	+90	add
325	Fiduciary Group, LLC	$1.2M	8,612	−301	trim
326	Agate Pass Investment Management, LLC	$1.2M	8,595	+8,595	new
327	HB Wealth Management, LLC	$1.2M	8,548	+2,291	add
328	AXQ CAPITAL, LP	$1.2M	8,546	+8,546	new
329	Tidal Investments LLC	$1.2M	8,532	+1,003	add
330	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	8,509	+1,155	add
331	ING GROEP NV	$1.2M	8,463	−266	trim
332	MISSION WEALTH MANAGEMENT, LP	$1.1M	8,135	+910	add
333	Douglass Winthrop Advisors, LLC	$1.1M	8,000	−206	trim
334	Machina Capital S.A.S.	$1.1M	7,916	−3,385	trim
335	Ascent Group, LLC	$1.1M	7,915	−191	trim
336	Arjuna Capital	$1.1M	7,900	+210	add
337	Kathmere Capital Management, LLC	$1.1M	7,876	−446	trim
338	Qtron Investments LLC	$1.1M	7,815	+5	add
339	Pinnacle Financial Partners, Inc.	$1.1M	7,753	+178	add
340	Focus Partners Advisor Solutions, LLC	$1.1M	7,651	+1,941	add
341	MUFG Securities EMEA plc	$1.1M	7,639	−114	trim
342	Kestra Advisory Services, LLC	$1.1M	7,617	+610	add
343	NewSquare Capital LLC	$1.1M	7,524	+269	add
344	OPAL CAPITAL LLC	$1.0M	7,518	+7,518	new
345	MANGROVE PARTNERS IM, LLC	$1.0M	7,511	+7,511	new
346	BENJAMIN EDWARDS INC	$1.0M	7,481	−54,888	trim
347	Vident Advisory, LLC	$1.0M	7,451	+1,827	add
348	Krilogy Financial LLC	$1.0M	6,518	+696	add
349	Brooklyn Investment Group	$1.0M	7,166	+4,255	add
350	Permanent Capital Management, LP	$1000K	6,011	+13	add
351	BOOTHBAY FUND MANAGEMENT, LLC	$990K	7,091	+4,670	add
352	Empirical Finance, LLC	$987K	7,075	−20	trim
353	Per Stirling Capital Management, LLC.	$987K	7,069	−90	trim
354	WIMMER ASSOCIATES 1, LLC	$985K	7,060	−790	trim
355	Bull Harbor Capital LLC	$976K	6,993	—	no prior
356	Saudi Central Bank	$974K	6,981	+6,981	new
357	NewEdge Advisors, LLC	$965K	6,914	−407	trim
358	Precision Wealth Strategies, LLC	$958K	6,865	+2,098	add
359	PICTON MAHONEY ASSET MANAGEMENT	$955K	6,845	+6,845	new
360	Oak Harvest Investment Services	$953K	6,825	−41,171	trim
361	PRINCIPAL SECURITIES, INC.	$948K	6,790	+5,311	add
362	Laird Norton Wetherby Trust Company, LLC	$927K	6,602	+118	add
363	Engineers Gate Manager LP	$920K	6,592	−21,025	trim
364	MAI Capital Management	$915K	6,559	+2,716	add
365	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$898K	6,437	+51	add
366	Inscription Capital, LLC	$890K	6,374	+221	add
367	Cresset Asset Management, LLC	$870K	6,199	+169	add
368	Pallas Capital Advisors LLC	$856K	6,131	−550	trim
369	Savvy Advisors, Inc.	$842K	6,034	+3,572	add
370	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$832K	5,962	−80	trim
371	FOX RUN MANAGEMENT, L.L.C.	$826K	6,065	−686	trim
372	STUDIO INVESTMENT MANAGEMENT LLC	$822K	5,853	+5,853	new
373	CFO4Life Group, LLC	$810K	5,802	−163	trim
374	E. Ohman J:or Asset Management AB	$810K	5,800	−1,900	trim
375	Somerset Group LLC	$796K	5,000	0	no change
376	Smith Salley Wealth Management	$788K	5,646	0	no change
377	MONARCH CAPITAL MANAGEMENT INC	$787K	5,605	−784	trim
378	MUFG SECURITIES AMERICAS INC.	$782K	5,603	+67	add
379	COLDSTREAM CAPITAL MANAGEMENT INC	$780K	5,592	+146	add
380	Siemens Fonds Invest GmbH	$779K	5,583	−10	trim
381	DAVIS R M INC	$778K	5,547	−38	trim
382	XTX Topco Ltd	$768K	5,501	−14,565	trim
383	North Dakota State Investment Board	$758K	5,433	−1,085	trim
384	Private Capital Management, LLC	$754K	5,400	0	no change
385	UMB Bank, n.a.	$751K	5,380	−548	trim
386	Baker Avenue Asset Management, LP	$747K	5,355	+2,460	add
387	BBR PARTNERS, LLC	$747K	5,354	0	no change
388	Metis Global Partners, LLC	$745K	5,340	−702	trim
389	XXI WEALTH, LLC	$744K	5,328	−158	trim
390	ROMANO BROTHERS AND COMPANY	$740K	5,302	0	no change
391	NorthCrest Asset Manangement, LLC	$738K	5,189	+177	add
392	Arax Advisory Partners	$734K	5,263	+2,627	add
393	Private Advisor Group, LLC	$727K	5,208	−72	trim
394	FIRST CITIZENS BANK & TRUST CO	$725K	5,194	+5	add
395	CHOREO, LLC	$724K	5,155	−9	trim
396	INDEPENDENT FINANCIAL GROUP, LLC	$705K	5,053	—	no prior
397	SECURIAN ASSET MANAGEMENT, INC	$704K	5,042	−100	trim
398	WEST PACES ADVISORS INC.	$699K	5,008	0	no change
399	MASTERINVEST Kapitalanlage GmbH	$698K	5,002	−994	trim
400	Squarepoint Ops LLC	$691K	4,953	−215,297	trim
401	NOMURA HOLDINGS INC	$682K	4,884	−235	trim
402	Lido Advisors, LLC	$676K	4,816	+1,402	add
403	ShankerValleau Wealth Advisors, Inc.	$672K	4,816	0	no change
404	Palisade Asset Management, LLC	$672K	4,812	0	no change
405	Allworth Financial LP	$653K	4,677	+1,776	add
406	Vivaldi Capital Management LP	$650K	4,660	−1	trim
407	Vontobel Holding Ltd.	$647K	4,639	0	no change
408	BRADLEY FOSTER & SARGENT INC/CT	$641K	4,590	−5	trim
409	Evelyn Partners Investment Management LLP	$641K	4,590	0	no change
410	PRUDENTIAL PLC	$629K	4,504	−14,175	trim
411	Kera Capital Partners, Inc.	$626K	4,488	+195	add
412	Triangle Securities Wealth Management	$624K	4,470	−115	trim
413	Dai-ichi Life Insurance Company, Ltd	$615K	4,407	0	no change
414	Carnegie Investment Counsel	$615K	4,404	0	no change
415	Apollon Wealth Management, LLC	$596K	4,269	−110	trim
416	Live Oak Private Wealth LLC	$594K	4,256	0	no change
417	BALYASNY ASSET MANAGEMENT L.P.	$592K	4,244	−127,939	trim
418	EVOLVE PRIVATE WEALTH, LLC	$587K	4,206	+334	add
419	WADDELL & ASSOCIATES, LLC	$581K	4,161	+1,937	add
420	FARMERS & MERCHANTS INVESTMENTS INC	$577K	4,133	0	no change
421	JUNCTURE WEALTH STRATEGIES, LLC	$575K	4,120	−92	trim
422	CURA WEALTH ADVISORS, LLC	$572K	4,099	0	no change
423	GUGGENHEIM CAPITAL LLC	$571K	4,089	−1,128	trim
424	HUB Investment Partners, LLC	$570K	4,083	+594	add
425	Private Wealth Partners, LLC	$569K	4,075	−25	trim
426	OUTFITTERS FINANCIAL LLC	$558K	4,000	0	no change
427	Smith Group Asset Management, LLC	$558K	4,000	0	no change
428	CWS Financial Advisors, LLC	$558K	3,997	+77	add
429	BAHL & GAYNOR INC	$558K	3,995	0	no change
430	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$540K	3,866	+1,539	add
431	OPPENHEIMER & CO INC	$537K	3,846	−416	trim
432	Mach-1 Financial Group, LLC	$535K	3,833	−932	trim
433	Oceanside Advisors LLC	$531K	3,803	0	no change
434	SIGNATUREFD, LLC	$525K	3,762	+211	add
435	Performance Wealth Partners, LLC	$525K	3,758	+53	add
436	Ballentine Partners, LLC	$518K	3,714	+45	add
437	Meiji Yasuda Asset Management Co Ltd.	$518K	3,711	−87	trim
438	Farringdon Capital, Ltd.	$518K	3,710	−788	trim
439	Frec Markets, Inc.	$516K	3,700	+3,700	new
440	Moors & Cabot, Inc.	$509K	3,648	+92	add
441	Central Pacific Bank - Trust Division	$502K	3,600	0	no change
442	MATHER GROUP, LLC.	$500K	3,582	+25	add
443	Integrated Quantitative Investments LLC	$500K	3,580	+3,580	new
444	Jain Global LLC	$497K	3,564	+3,564	new
445	IHT Wealth Management, LLC	$497K	3,558	+217	add
446	Gotham Asset Management, LLC	$487K	3,487	−31	trim
447	Assenagon Asset Management S.A.	$483K	3,458	−24,479	trim
448	CITIZENS FINANCIAL GROUP INC/RI	$481K	3,433	+1,379	add
449	Cauble & Harre Wealth Management, Inc.	$481K	2,961	0	no change
450	SummitTX Capital, L.P.	$481K	3,444	+3,444	new
451	Trueblood Wealth Management, LLC	$476K	3,413	−1,272	trim
452	WINTON GROUP Ltd	$464K	3,321	+3,321	new
453	NAVELLIER & ASSOCIATES INC	$462K	3,313	−140	trim
454	MQS Management LLC	$450K	3,224	+3,224	new
455	SAGESPRING WEALTH PARTNERS, LLC	$448K	3,213	+272	add
456	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$447K	3,200	−1,900	trim
457	Bayforest Capital Ltd	$442K	3,165	−306	trim
458	PINNACLE ASSOCIATES LTD	$440K	3,150	+38	add
459	First City Capital Management, Inc.	$439K	3,145	0	no change
460	Cyndeo Wealth Partners, LLC	$439K	3,142	0	no change
461	UHLMANN PRICE SECURITIES, LLC	$437K	3,129	+29	add
462	Waverly Advisors, LLC	$436K	3,123	+586	add
463	GATEWAY INVESTMENT ADVISERS LLC	$431K	3,089	+3,089	new
464	Banque Cantonale Vaudoise	$429K	3,075	+119	add
465	One Wealth Advisors, LLC	$428K	3,069	+980	add
466	DUMONT & BLAKE INVESTMENT ADVISORS LLC	$428K	3,065	−18	trim
467	Vise Technologies, Inc.	$424K	3,101	0	no change
468	EQUITABLE TRUST CO	$416K	2,984	+43	add
469	Caerus Investment Advisors, LLC	$416K	2,984	−990	trim
470	Optas, LLC	$416K	2,983	−8	trim
471	111 Capital	$416K	2,981	+2,981	new
472	GM Advisory Group, LLC	$416K	2,978	+17	add
473	Callan Family Office, LLC	$415K	2,973	−483	trim
474	Baader Bank Aktiengesellschaft	$408K	2,925	+2,925	new
475	iSAM Funds (UK) Ltd	$405K	2,905	+2,905	new
476	TEMA ETFS LLC	$403K	2,884	+14	add
477	Sivia Capital Partners, LLC	$399K	2,861	−197	trim
478	Brown Miller Wealth Management, LLC	$392K	2,812	−761	trim
479	Meeder Advisory Services, Inc.	$388K	2,781	+420	add
480	Brand Asset Management Group, Inc.	$382K	2,739	−40	trim
481	Legacy Bridge, LLC	$377K	2,700	0	no change
482	AlphaCore Capital LLC	$375K	2,676	+1,319	add
483	OLD NATIONAL BANCORP /IN/	$372K	2,663	+83	add
484	VestGen Advisors, LLC	$367K	2,262	+2,262	new
485	CAMBIENT FAMILY OFFICE, LLC	$366K	2,608	+118	add
486	Perbak Capital Partners LLP	$366K	2,619	+2,619	new
487	Tower Research Capital LLC (TRC)	$365K	2,612	−8,332	trim
488	ROBERTS GLORE & CO INC /IL/	$360K	2,576	0	no change
489	Lighthouse Investment Partners, LLC	$358K	2,563	+2,563	new
490	Pinnacle Wealth Management Advisory Group, LLC	$357K	2,558	−53	trim
491	Koshinski Asset Management, Inc.	$355K	2,545	−41	trim
492	RIVERSEDGE ADVISORS, LLC	$347K	2,484	+24	add
493	Canvas Wealth Advisors, LLC	$345K	2,459	−501	trim
494	BEACON FINANCIAL GROUP	$345K	2,468	—	no prior
495	Long Road Investment Counsel, LLC	$342K	2,450	0	no change
496	MAIRS & POWER INC	$335K	2,400	0	no change
497	WELCH & FORBES LLC	$332K	2,380	0	no change
498	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$331K	2,172	+182	add
499	Clearstead Advisors, LLC	$330K	2,365	−486	trim
500	Perigon Wealth Management, LLC	$329K	2,360	−444	trim

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

Congress ↔ notable managers · NTRS

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, Caxton Associates $2.3M held
Trimming: 1 Gotham Asset Management $487K held

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

Merged timeline of congressional filings and notable-manager moves on NTRS
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	add	+3,750 sh
2026-05-15	Gotham Asset Management 13F	trim	−31 sh
2026-05-14	Caxton Associates 13F	new	+1,509 sh

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

9 members of Congress disclosed NTRS — the congressional view ↗