Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

NORTHWEST NAT HLDG CO · common stock · Q1 2026 · 2 members disclosed NWN ↗

13F filers reporting this class for the quarter ended 2026-03-31: 227
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $1.4B
holders whose share count rose or who opened the position (new + add), by shares: 106
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 25

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of NWN ranked by reported value, 1–25 of 259 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$340M	6,383,093	−427,112	TRIM
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$140M	2,628,040	—	NO PRIOR
3	VANGUARD CAPITAL MANAGEMENT LLC	$97.5M	1,832,517	—	NO PRIOR
4	STATE STREET CORP	$85.4M	1,605,211	−465,958	TRIM
5	MORGAN STANLEY	$44.2M	831,355	−82,606	TRIM
6	Invesco Ltd.	$42.6M	799,977	+181,747	ADD
7	FIRST TRUST ADVISORS LP	$40.2M	755,910	−103,514	TRIM
8	DIMENSIONAL FUND ADVISORS LP	$39.6M	743,512	+18,669	ADD
9	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$32.6M	613,090	+613,090	NEW
10	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$31.6M	594,204	+19,006	ADD
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$31.0M	583,009	−13,325	TRIM
12	Nuveen, LLC	$26.7M	502,520	+216,132	ADD
13	NORTHERN TRUST CORP	$24.3M	456,313	+18,002	ADD
14	VICTORY CAPITAL MANAGEMENT INC	$22.2M	417,945	+258,036	ADD
15	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$16.6M	311,567	−47,851	TRIM
16	TWO SIGMA INVESTMENTS, LP	$14.5M	273,209	+215,141	ADD
17	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$14.4M	269,965	−19,310	TRIM
18	VANGUARD FIDUCIARY TRUST CO	$14.2M	267,416	—	NO PRIOR
19	GLENMEDE TRUST CO NA	$13.5M	254,548	−38,312	TRIM
20	PRUDENTIAL FINANCIAL INC	$12.9M	241,642	−51,300	TRIM
21	Legal & General Group Plc	$12.8M	241,348	−14,959	TRIM
22	PRINCIPAL FINANCIAL GROUP INC	$12.7M	238,699	−66,586	TRIM
23	AMERICAN CENTURY COMPANIES INC	$11.9M	223,057	+5,266	ADD
24	AQR CAPITAL MANAGEMENT LLC	$11.8M	222,324	+7,767	ADD
25	Edgestream Partners, L.P.	$10.7M	201,660	+70,773	ADD

Show all 259 holders

13F holders of NWN ranked by reported value, 26–259 of 259 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	BANK OF AMERICA CORP /DE/	$10.2M	191,461	−51,033	TRIM
27	JUPITER ASSET MANAGEMENT LTD	$10.0M	188,390	+188,390	NEW
28	Baird Financial Group, Inc.	$9.2M	172,740	+172,740	NEW
29	Dana Investment Advisors, Inc.	$8.9M	166,685	−377	TRIM
30	FRANKLIN RESOURCES INC	$8.2M	154,521	+125,064	ADD
31	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.9M	148,485	+4,829	ADD
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$7.6M	142,193	−3,248	TRIM
33	EXCHANGE TRADED CONCEPTS, LLC	$7.6M	141,996	+2,447	ADD
34	ProShare Advisors LLC	$6.9M	130,453	−10,918	TRIM
35	UBS Group AG	$6.9M	129,677	+53,451	ADD
36	MILLENNIUM MANAGEMENT LLC	$5.7M	107,940	−103,596	TRIM
37	Qube Research & Technologies Ltd	$5.2M	97,248	+97,248	NEW
38	VOYA INVESTMENT MANAGEMENT LLC	$5.2M	96,956	−11,808	TRIM
39	Point72 Asset Management, L.P.	$5.1M	95,053	+95,053	NEW
40	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.8M	90,648	+13,421	ADD
41	JANE STREET GROUP, LLC	$4.5M	85,198	+85,198	NEW
42	Swiss National Bank	$4.4M	82,100	+1,300	ADD
43	DEUTSCHE BANK AG\	$4.1M	76,815	+2,934	ADD
44	WELLS FARGO & COMPANY/MN	$3.5M	66,068	−29,497	TRIM
45	Cetera Investment Advisers	$3.5M	65,321	+713	ADD
46	CITIGROUP INC	$3.2M	59,625	+5,651	ADD
47	WINTON GROUP Ltd	$3.2M	59,480	+6,387	ADD
48	CITADEL ADVISORS LLC	$3.1M	58,017	+26,936	ADD
49	PANAGORA ASSET MANAGEMENT INC	$3.0M	56,527	+56,527	NEW
50	Squarepoint Ops LLC	$2.9M	53,675	+53,675	NEW
51	D. E. Shaw & Co., Inc.	$2.8M	52,170	+52,170	NEW
52	State of New Jersey Common Pension Fund D	$2.4M	45,617	+267	ADD
53	Magellan Asset Management Ltd	$2.3M	43,909	+8,657	ADD
54	Maryland State Retirement & Pension System	$2.3M	42,922	−2,151	TRIM
55	Quantinno Capital Management LP	$2.2M	41,913	+10,798	ADD
56	FMR LLC	$2.2M	41,144	+6,770	ADD
57	MACQUARIE GROUP LTD	$2.1M	39,287	+14,571	ADD
58	ALLIANCEBERNSTEIN L.P.	$2.1M	44,247	−1,000	TRIM
59	SEI INVESTMENTS CO	$2.0M	38,306	+8,854	ADD
60	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.0M	37,515	+32,065	ADD
61	VANGUARD ASSET MANAGEMENT, Ltd	$1.7M	31,681	—	NO PRIOR
62	Vanguard Investments Australia, Ltd.	$1.7M	31,326	—	NO PRIOR
63	XTX Topco Ltd	$1.6M	30,007	+17,024	ADD
64	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.6M	30,000	−900	TRIM
65	OCCUDO QUANTITATIVE STRATEGIES LP	$1.6M	29,858	+29,858	NEW
66	NORDEA INVESTMENT MANAGEMENT AB	$1.5M	28,970	+28,970	NEW
67	RAYMOND JAMES FINANCIAL INC	$1.5M	28,673	−2,122	TRIM
68	LPL Financial LLC	$1.5M	28,083	+1,232	ADD
69	Advisors Asset Management, Inc.	$1.5M	27,344	−3,649	TRIM
70	VARCOV Co.	$1.4M	26,260	+17,732	ADD
71	IEQ CAPITAL, LLC	$1.4M	25,873	+2,146	ADD
72	Connor, Clark & Lunn Investment Management Ltd.	$1.3M	25,014	−4,225	TRIM
73	COMMONWEALTH EQUITY SERVICES, LLC	$1.3M	24,976	+693	ADD
74	JENNISON ASSOCIATES LLC	$1.2M	23,207	+23,207	NEW
75	FIFTH THIRD BANCORP	$1.2M	23,032	+21,724	ADD
76	US BANCORP \DE\	$1.2M	23,031	−584	TRIM
77	Engineers Gate Manager LP	$1.2M	22,483	+22,483	NEW
78	Trexquant Investment LP	$1.2M	22,332	+22,332	NEW
79	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.2M	22,077	−8,242	TRIM
80	Illinois Municipal Retirement Fund	$1.1M	21,500	−1,835	TRIM
81	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.0M	18,860	−166	TRIM
82	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$957K	17,987	+1,327	ADD
83	PDT Partners, LLC	$948K	17,812	0	NO CHANGE
84	ROYAL BANK OF CANADA	$941K	17,674	−3,408	TRIM
85	CAXTON ASSOCIATES LLP	$930K	17,479	+1,812	ADD
86	BARCLAYS PLC	$926K	17,402	−55,466	TRIM
87	Tidal Investments LLC	$907K	17,035	−847	TRIM
88	Cerity Partners LLC	$890K	16,722	+4,597	ADD
89	Janus Henderson Group Ltd.	$877K	16,471	0	NO CHANGE
90	Zurcher Kantonalbank (Zurich Cantonalbank)	$872K	16,381	+16,381	NEW
91	Creative Planning	$871K	16,370	+4,281	ADD
92	Vanguard Global Advisers, LLC	$871K	16,368	—	NO PRIOR
93	ALPS ADVISORS INC	$793K	14,904	−722	TRIM
94	STATE OF WISCONSIN INVESTMENT BOARD	$791K	14,869	−5,529	TRIM
95	BANK OF MONTREAL /CAN/	$785K	14,741	−2,872	TRIM
96	R Squared Ltd	$774K	14,535	+14,535	NEW
97	BAILARD, INC.	$741K	13,923	0	NO CHANGE
98	CHOREO, LLC	$725K	13,624	−35	TRIM
99	Universal- Beteiligungs- und Servicegesellschaft mbH	$724K	13,596	0	NO CHANGE
100	Penn Capital Management Company, LLC	$712K	13,371	−2,886	TRIM
101	Ballentine Partners, LLC	$708K	13,307	0	NO CHANGE
102	FIRST CITIZENS BANK & TRUST CO	$705K	13,247	−1,025	TRIM
103	Envestnet Portfolio Solutions, Inc.	$675K	12,679	−1,144	TRIM
104	LAZARD ASSET MANAGEMENT LLC	$644K	12,097	−32,212	TRIM
105	Allworth Financial LP	$644K	12,094	+34	ADD
106	Amundi	$625K	11,744	+6,858	ADD
107	TRUE Private Wealth Advisors	$624K	11,731	−1	TRIM
108	CWM, LLC	$611K	11,485	−682	TRIM
109	Arizona State Retirement System	$607K	11,401	−112	TRIM
110	Graham Capital Management, L.P.	$603K	11,332	+2,621	ADD
111	INTECH INVESTMENT MANAGEMENT LLC	$569K	10,686	−7,052	TRIM
112	Beacon Pointe Advisors, LLC	$566K	10,639	+10,639	NEW
113	Federation des caisses Desjardins du Quebec	$547K	10,282	+2,358	ADD
114	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$542K	10,185	0	NO CHANGE
115	QUADRANT CAPITAL GROUP LLC	$516K	9,688	+69	ADD
116	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$507K	9,534	−1,396	TRIM
117	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$505K	9,496	−19,854	TRIM
118	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$503K	9,442	+9,442	NEW
119	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$498K	9,105	+1,791	ADD
120	Pictet Asset Management Holding SA	$497K	9,345	+1,085	ADD
121	MERCER GLOBAL ADVISORS INC /ADV	$487K	9,152	+493	ADD
122	Focus Partners Wealth	$477K	8,967	+448	ADD
123	Daiwa Securities Group Inc.	$466K	8,762	−1,086	TRIM
124	Groupe la Francaise	$461K	8,668	0	NO CHANGE
125	State of Wyoming	$460K	8,635	+2,943	ADD
126	STIFEL FINANCIAL CORP	$459K	8,631	+682	ADD
127	FEDERATED HERMES, INC.	$456K	8,569	0	NO CHANGE
128	Intrua Financial, LLC	$446K	8,387	−43	TRIM
129	HighTower Advisors, LLC	$444K	8,336	−827	TRIM
130	Hilltop Holdings Inc.	$393K	7,382	+2,350	ADD
131	EP Wealth Advisors, LLC	$380K	7,139	−172	TRIM
132	Ascentis Independent Advisors	$370K	6,952	+6,952	NEW
133	MACKENZIE FINANCIAL CORP	$368K	6,918	+6,918	NEW
134	Vanguard Personalized Indexing Management, LLC	$368K	6,911	+6,911	NEW
135	M&T BANK CORP	$363K	6,825	−16	TRIM
136	D.A. DAVIDSON & CO.	$339K	6,376	0	NO CHANGE
137	iSAM Funds (UK) Ltd	$318K	5,978	+5,978	NEW
138	Mariner, LLC	$316K	5,947	−2,325	TRIM
139	CFS Investment Advisory Services, LLC	$300K	5,560	0	NO CHANGE
140	Asset Management One Co., Ltd.	$298K	5,596	−133	TRIM
141	Aquatic Capital Management LLC	$293K	5,497	+5,497	NEW
142	Tower Research Capital LLC (TRC)	$283K	5,314	+4,761	ADD
143	Jacobi Capital Management LLC	$276K	5,177	0	NO CHANGE
144	Kestra Advisory Services, LLC	$266K	4,989	−1,007	TRIM
145	nVerses Capital, LLC	$264K	4,953	+4,953	NEW
146	Fortitude Advisory Group L.L.C.	$263K	4,940	−92	TRIM
147	WBI INVESTMENTS, LLC	$262K	4,921	+4,921	NEW
148	Keudell/Morrison Wealth Management	$257K	4,823	+120	ADD
149	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$253K	4,750	+6	ADD
150	NewEdge Advisors, LLC	$249K	4,678	0	NO CHANGE
151	Bill Few Associates, Inc.	$245K	4,597	+4,597	NEW
152	Horizon Investment Services, LLC	$237K	4,462	+4,462	NEW
153	OXFORD ASSET MANAGEMENT LLP	$235K	4,411	+4,411	NEW
154	Significant Wealth Partners LLC	$227K	4,268	+4,268	NEW
155	ENVESTNET ASSET MANAGEMENT INC	$219K	4,107	+4,107	NEW
156	Brooklyn Investment Group	$215K	4,035	+4,035	NEW
157	XPONANCE LLC	$208K	3,910	+3,910	NEW
158	Ameritas Investment Partners, Inc.	$180K	3,383	0	NO CHANGE
159	Eurizon Capital SGR S.p.A.	$163K	3,033	0	NO CHANGE
160	IFM Investors Pty Ltd	$153K	2,866	+2,866	NEW
161	Steward Partners Investment Advisory, LLC	$120K	2,263	−280	TRIM
162	OSAIC HOLDINGS, INC.	$113K	2,116	+86	ADD
163	Palouse Capital Management, Inc.	$93.8K	1,762	−433	TRIM
164	BNP Paribas Asset Management Holding S.A.	$84.5K	1,588	+560	ADD
165	Geneos Wealth Management Inc.	$79.4K	1,492	0	NO CHANGE
166	Axiom Investment Management LLC	$70.7K	1,329	—	NO PRIOR
167	Larson Financial Group LLC	$68.5K	1,288	+172	ADD
168	Freestone Grove Partners LP	$68.2K	1,282	+1,282	NEW
169	Clarity Asset Management, Inc.	$63.1K	1,185	−123	TRIM
170	Cranbrook Wealth Management, LLC	$58.8K	1,104	0	NO CHANGE
171	GROUP ONE TRADING LLC	$50.1K	941	−2,323	TRIM
172	MCF Advisors LLC	$47.9K	900	—	NO PRIOR
173	Abound Wealth Management	$42.7K	803	0	NO CHANGE
174	Blue Trust, Inc.	$42.6K	800	0	NO CHANGE
175	Pinnacle Wealth Planning Services, Inc.	$39.0K	732	+58	ADD
176	SIGNATUREFD, LLC	$37.0K	696	+77	ADD
177	MAI Capital Management	$35.3K	663	−59	TRIM
178	First Pacific Financial	$28.7K	539	+6	ADD
179	UMB Bank, n.a.	$27.9K	525	+12	ADD
180	NOMURA ASSET MANAGEMENT CO LTD	$27.7K	520	0	NO CHANGE
181	ENTRUST FINANCIAL LLC	$26.6K	500	0	NO CHANGE
182	Rockefeller Capital Management L.P.	$22.6K	425	−189	TRIM
183	Salomon & Ludwin, LLC	$22.5K	412	+128	ADD
184	Kemnay Advisory Services Inc.	$17.5K	328	−1,180	TRIM
185	NATIONAL BANK OF CANADA /FI/	$16.7K	314	−15	TRIM
186	Destiny Wealth Partners, LLC	$16.5K	310	+310	NEW
187	NFSG Corp	$13.3K	250	0	NO CHANGE
188	Hartford Financial Management Inc.	$12.5K	235	0	NO CHANGE
189	NATIXIS ADVISORS, LLC	$12.0K	225,256	−45,002	TRIM
190	THOMPSON SIEGEL & WALMSLEY LLC	$11.0K	207,103	−111,731	TRIM
191	Atlantic Union Bankshares Corp	$10.6K	200	0	NO CHANGE
192	Triumph Capital Management	$10.6K	200	0	NO CHANGE
193	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$10.4K	193	0	NO CHANGE
194	Arax Advisory Partners	$9.8K	184	−154	TRIM
195	Westside Investment Management, Inc.	$9.7K	178	0	NO CHANGE
196	Mitsubishi UFJ Asset Management Co., Ltd.	$9.6K	180	0	NO CHANGE
197	Clearstead Advisors, LLC	$9.2K	173	+173	NEW
198	Smartleaf Asset Management LLC	$8.2K	153	−116	TRIM
199	Quarry LP	$7.6K	142	+95	ADD
200	Private Wealth Management Group, LLC	$7.3K	138	−12	TRIM
201	Prudent Man Investment Management, Inc.	$7.0K	150	0	NO CHANGE
202	HRT FINANCIAL LP	$6.9K	128,717	+85,629	ADD
203	ASSETMARK, INC	$4.6K	86	+11	ADD
204	CANADA LIFE ASSURANCE Co	$3.7K	69,041	−1,381	TRIM
205	Meramec Financial Planners, LLC	$3.3K	63	−49	TRIM
206	JPL Wealth Management, LLC	$2.8K	53	+53	NEW
207	Keating Financial Advisory Services, Inc.	$2.8K	52	+49	ADD
208	PICTON MAHONEY ASSET MANAGEMENT	$1.5K	29	0	NO CHANGE
209	THRIVENT FINANCIAL FOR LUTHERANS	$1.5K	27,705	−816	TRIM
210	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$1.4K	26	+26	NEW
211	Parkside Financial Bank & Trust	$1.3K	24	+3	ADD
212	State of Alaska, Department of Revenue	$1.2K	21,716	−633	TRIM
213	SouthState Bank Corp	$692	13	0	NO CHANGE
214	Manchester Capital Management LLC	$692	13	0	NO CHANGE
215	INGALLS & SNYDER LLC	$580	10,891	0	NO CHANGE
216	Ankerstar Wealth, LLC	$266	5	0	NO CHANGE
217	True Wealth Design, LLC	$213	4	0	NO CHANGE
218	GILPIN WEALTH MANAGEMENT, LLC	$213	4	+2	ADD
219	DekaBank Deutsche Girozentrale	$194	3,578	0	NO CHANGE
220	CVA Family Office, LLC	$106	2	+2	NEW
221	KBC Group NV	$71	1,341	0	NO CHANGE
222	Capital Advisors, Ltd. LLC	$55	1,033	0	NO CHANGE
223	JFS WEALTH ADVISORS, LLC	$54	1	0	NO CHANGE
224	Jackson, Grant Investment Advisers, Inc.	$52	1	−960	TRIM
225	Winthrop Capital Management, LLC	$48	900	0	NO CHANGE
226	Strategic Wealth Advisors LLC	$16	313	0	NO CHANGE
227	Compagnie Lombard Odier SCmA	$0	0	−6,200	TRIM
228	VANGUARD GROUP INC	—	—	—	n/c
229	Brandywine Global Investment Management, LLC	—	—	—	n/c
230	COMERICA BANK	—	—	—	n/c
231	CIBC Private Wealth Group LLC	—	—	—	n/c
232	Global Retirement Partners, LLC	—	—	—	n/c
233	DV EQUITIES, LLC	—	—	—	n/c
234	Motiv8 Investments LLC	—	—	—	n/c
235	MML INVESTORS SERVICES, LLC	—	—	−6,072	EXIT
236	OPPENHEIMER & CO INC	—	—	−7,200	EXIT
237	BALYASNY ASSET MANAGEMENT L.P.	—	—	−4,818	EXIT
238	GUGGENHEIM CAPITAL LLC	—	—	−7,774	EXIT
239	Weiss Asset Management LP	—	—	−12,297	EXIT
240	NORGES BANK	—	—	−36,000	EXIT
241	Rodgers Brothers Inc.	—	—	−13,000	EXIT
242	GHP Investment Advisors, Inc.	—	—	−14	EXIT
243	Verition Fund Management LLC	—	—	−10,083	EXIT
244	Voleon Capital Management LP	—	—	−8,518	EXIT
245	Brevan Howard Capital Management LP	—	—	−8,417	EXIT
246	Dynamic Technology Lab Private Ltd	—	—	−9,560	EXIT
247	MANGROVE PARTNERS IM, LLC	—	—	−6,570	EXIT
248	Empowered Funds, LLC	—	—	−21,757	EXIT
249	INFRASTRUCTURE CAPITAL ADVISORS, LLC	—	—	−16,917	EXIT
250	FINANCIAL CONSULATE, INC	—	—	−11	EXIT
251	Versor Investments LP	—	—	−6,100	EXIT
252	Schonfeld Strategic Advisors LLC	—	—	−4,647	EXIT
253	AE Wealth Management LLC	—	—	−4,942	EXIT
254	Johnson Bixby & Associates, LLC	—	—	−4,399	EXIT
255	Optiver Holding B.V.	—	—	−363	EXIT
256	AlphaQuest LLC	—	—	−9,518	EXIT
257	Bell Investment Advisors, Inc	—	—	−12	EXIT
258	Dunhill Financial, LLC	—	—	−1	EXIT
259	Caitong International Asset Management Co., Ltd	—	—	−15	EXIT

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

Congress ↔ notable managers · NWN

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $930K held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · NORTHWEST NAT HLDG CO

Merged timeline of congressional filings and notable-manager moves on NWN
Date	Who	Change	Size
2026-05-14	Caxton Associates 13F	ADD	+1,812 sh

1 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.