Who holds ORCLticker 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 ↗
2,929
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$163B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,396
addsholders whose share count rose or who opened the position (new + add), by shares
467
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. | $21.1B | 143,310,374 | −4,548,275 | trim |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $16.3B | 111,115,412 | — | no prior |
| 3 | STATE STREET CORP | $11.2B | 76,303,175 | −224,584 | trim |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.3B | 56,745,677 | — | no prior |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $5.7B | 38,948,218 | +1,213,274 | add |
| 6 | Capital Research Global Investors | $4.7B | 32,139,254 | +2,002,128 | add |
| 7 | JPMORGAN CHASE & CO | $4.5B | 32,492,417 | −8,731,038 | trim |
| 8 | MORGAN STANLEY | $4.3B | 29,132,672 | +2,007,573 | add |
| 9 | FMR LLC | $3.4B | 22,880,840 | −6,391,444 | trim |
| 10 | NORTHERN TRUST CORP | $2.8B | 18,807,683 | −191,849 | trim |
| 11 | LOOMIS SAYLES & CO L P | $2.5B | 16,839,240 | +638,885 | add |
| 12 | BANK OF AMERICA CORP /DE/ | $2.3B | 15,383,679 | −447,571 | trim |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.1B | 14,556,984 | +1,079,181 | add |
| 14 | UBS Group AG | $2.0B | 13,422,069 | +2,107,984 | add |
| 15 | Bank of New York Mellon Corp | $1.9B | 13,251,059 | +384,984 | add |
| 16 | Janus Henderson Group Ltd. | $1.8B | 12,046,414 | −2,492,952 | trim |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5B | 10,445,721 | +275,311 | add |
| 18 | Legal & General Group Plc | $1.5B | 10,265,005 | −996,378 | trim |
| 19 | VANGUARD FIDUCIARY TRUST CO | $1.4B | 9,803,618 | — | no prior |
| 20 | Amundi | $1.4B | 9,734,097 | +410,508 | add |
| 21 | Fisher Asset Management, LLC | $1.4B | 9,562,254 | +248,077 | add |
| 22 | FRANKLIN RESOURCES INC | $1.4B | 9,246,295 | +1,289,021 | add |
| 23 | DIMENSIONAL FUND ADVISORS LP | $1.3B | 8,586,492 | +147,048 | add |
| 24 | First Eagle Investment Management, LLC | $1.2B | 8,435,178 | +144,906 | add |
| 25 | BARCLAYS PLC | $1.2B | 8,131,987 | +1,802,503 | add |
| 26 | ROYAL BANK OF CANADA | $1.1B | 7,537,007 | −784,766 | trim |
| 27 | WELLS FARGO & COMPANY/MN | $1.0B | 7,133,821 | +1,279,770 | add |
| 28 | JENNISON ASSOCIATES LLC | $1.0B | 6,935,065 | −2,479,269 | trim |
| 29 | Nuveen, LLC | $1.0B | 6,827,261 | +470,382 | add |
| 30 | AMERIPRISE FINANCIAL INC | $983M | 6,663,527 | −272,185 | trim |
| 31 | FIL Ltd | $957M | 6,504,083 | +2,527,642 | add |
| 32 | DEUTSCHE BANK AG\ | $892M | 6,061,402 | −483,935 | trim |
| 33 | ALLIANCEBERNSTEIN L.P. | $891M | 4,573,844 | −33,368 | trim |
| 34 | PRIMECAP MANAGEMENT CO/CA/ | $835M | 5,674,130 | −357,610 | trim |
| 35 | Invesco Ltd. | $826M | 5,612,639 | −1,646,097 | trim |
| 36 | CITIGROUP INC | $757M | 5,145,696 | +1,661,081 | add |
| 37 | Swiss National Bank | $744M | 5,059,180 | +371,960 | add |
| 38 | POLEN CAPITAL MANAGEMENT LLC | $739M | 5,024,257 | −2,161,239 | trim |
| 39 | RAYMOND JAMES FINANCIAL INC | $730M | 4,988,247 | +246,513 | add |
| 40 | Neuberger Berman Group LLC | $671M | 4,559,105 | −273,261 | trim |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $667M | 4,536,275 | +2,393,393 | add |
| 42 | BANK OF MONTREAL /CAN/ | $641M | 4,359,321 | −3,822,912 | trim |
| 43 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $622M | 4,229,756 | +810,467 | add |
| 44 | Clearbridge Investments, LLC | $621M | 4,218,489 | −682,384 | trim |
| 45 | HSBC HOLDINGS PLC | $612M | 4,177,379 | −6,873,203 | trim |
| 46 | Mitsubishi UFJ Asset Management Co., Ltd. | $582M | 3,957,814 | +304,410 | add |
| 47 | FIRST MANHATTAN CO. LLC. | $580M | 3,940,029 | −42,505 | trim |
| 48 | Ensign Peak Advisors, Inc | $577M | 3,920,584 | +323,217 | add |
| 49 | JANE STREET GROUP, LLC | $575M | 3,908,411 | +1,241,118 | add |
| 50 | National Pension Service | $555M | 3,774,444 | +3,774,444 | new |
| 51 | Vanguard Global Advisers, LLC | $546M | 3,709,015 | — | no prior |
| 52 | CANADA PENSION PLAN INVESTMENT BOARD | $543M | 3,693,467 | +763,441 | add |
| 53 | Sumitomo Mitsui Trust Group, Inc. | $539M | 3,666,848 | −197,688 | trim |
| 54 | FIRST TRUST ADVISORS LP | $534M | 3,633,070 | +685,570 | add |
| 55 | Defiance ETFs, LLC | $489M | 3,322,877 | +3,048,953 | add |
| 56 | Swedbank AB | $488M | 3,319,605 | −191,986 | trim |
| 57 | AMERICAN CENTURY COMPANIES INC | $477M | 3,239,249 | −1,036,109 | trim |
| 58 | NATIONAL BANK OF CANADA /FI/ | $434M | 2,950,290 | −562,907 | trim |
| 59 | VANGUARD ASSET MANAGEMENT, Ltd | $431M | 2,930,869 | — | no prior |
| 60 | ENVESTNET ASSET MANAGEMENT INC | $424M | 2,885,329 | +87,817 | add |
| 61 | WELLINGTON MANAGEMENT GROUP LLP | $424M | 2,882,367 | −1,101,636 | trim |
| 62 | DnB Asset Management AS | $415M | 2,818,172 | +1,488,384 | add |
| 63 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $408M | 2,776,440 | −480,337 | trim |
| 64 | LPL Financial LLC | $385M | 2,617,539 | +106,509 | add |
| 65 | Boston Partners | $370M | 2,517,848 | −11,243 | trim |
| 66 | 1832 Asset Management L.P. | $347M | 2,356,324 | −197,865 | trim |
| 67 | CITADEL ADVISORS LLC | $339M | 2,302,838 | −538,309 | trim |
| 68 | KING LUTHER CAPITAL MANAGEMENT CORP | $336M | 2,284,021 | −346,266 | trim |
| 69 | PRINCIPAL FINANCIAL GROUP INC | $318M | 2,158,816 | −309,832 | trim |
| 70 | PARNASSUS INVESTMENTS, LLC | $316M | 2,146,719 | +48,859 | add |
| 71 | D. E. Shaw & Co., Inc. | $305M | 2,073,332 | +1,116,839 | add |
| 72 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $282M | 1,919,116 | +49,000 | add |
| 73 | NEW YORK STATE COMMON RETIREMENT FUND | $278M | 1,892,265 | +29,200 | add |
| 74 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $277M | 1,883,362 | +258,581 | add |
| 75 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $273M | 1,854,620 | −279,085 | trim |
| 76 | VOYA INVESTMENT MANAGEMENT LLC | $264M | 1,794,719 | +915,911 | add |
| 77 | TRUIST FINANCIAL CORP | $262M | 1,783,538 | −20,710 | trim |
| 78 | Aberdeen Group plc | $257M | 1,745,873 | +111,518 | add |
| 79 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $255M | 1,736,539 | +665,823 | add |
| 80 | AQR CAPITAL MANAGEMENT LLC | $251M | 1,764,091 | +69,348 | add |
| 81 | Daiwa Securities Group Inc. | $239M | 1,626,844 | +1,312,773 | add |
| 82 | Bridgewater Associates, LP | $234M | 1,592,069 | −281,412 | trim |
| 83 | US BANCORP \DE\ | $227M | 1,545,491 | −27,787 | trim |
| 84 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $218M | 1,479,949 | −12,742 | trim |
| 85 | AVIVA PLC | $216M | 1,469,194 | +41,859 | add |
| 86 | FIFTH THIRD BANCORP | $214M | 1,458,084 | +204,290 | add |
| 87 | Optiver Holding B.V. | $207M | 1,406,354 | +25,023 | add |
| 88 | Altshuler Shaham Ltd | $195M | 1,324,210 | +6,927 | add |
| 89 | Universal- Beteiligungs- und Servicegesellschaft mbH | $191M | 1,307,755 | −33,805 | trim |
| 90 | CANTILLON CAPITAL MANAGEMENT LLC | $189M | 1,283,185 | +422,508 | add |
| 91 | DANSKE BANK A/S | $187M | 1,273,980 | −94,115 | trim |
| 92 | KEYBANK NATIONAL ASSOCIATION/OH | $181M | 1,228,349 | −38,706 | trim |
| 93 | Corient Private Wealth LLC | $179M | 1,197,426 | −1,177,833 | trim |
| 94 | HighTower Advisors, LLC | $179M | 1,214,246 | −349,762 | trim |
| 95 | Point72 Asset Management, L.P. | $174M | 1,183,832 | +937,411 | add |
| 96 | Korea Investment CORP | $173M | 1,172,748 | −229,936 | trim |
| 97 | Cerity Partners LLC | $172M | 1,171,690 | −12,301 | trim |
| 98 | Pictet Asset Management Holding SA | $172M | 1,171,601 | +140,648 | add |
| 99 | GLENMEDE TRUST CO NA | $172M | 1,165,858 | −56,386 | trim |
| 100 | PRUDENTIAL FINANCIAL INC | $170M | 1,153,733 | −58,076 | trim |
| 101 | CREDIT AGRICOLE S A | $169M | 1,151,897 | −301,153 | trim |
| 102 | Capital World Investors | $167M | 1,137,200 | −461,771 | trim |
| 103 | STIFEL FINANCIAL CORP | $166M | 1,130,075 | +45,318 | add |
| 104 | SEI INVESTMENTS CO | $166M | 1,129,109 | −1,139,687 | trim |
| 105 | BANK OF NOVA SCOTIA | $164M | 1,117,229 | −1,160,133 | trim |
| 106 | ROYAL LONDON ASSET MANAGEMENT LTD | $163M | 1,106,805 | +15,119 | add |
| 107 | TD ASSET MANAGEMENT INC | $162M | 1,103,810 | −154,236 | trim |
| 108 | Assenagon Asset Management S.A. | $161M | 1,097,559 | −1,193,499 | trim |
| 109 | MILLENNIUM MANAGEMENT LLC | $159M | 1,078,543 | +106,168 | add |
| 110 | Creative Planning | $157M | 1,066,125 | −21,699 | trim |
| 111 | Alecta Tjanstepension Omsesidigt | $152M | 1,035,000 | −158,000 | trim |
| 112 | Mariner, LLC | $152M | 1,034,224 | −89,234 | trim |
| 113 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $145M | 987,396 | +308,581 | add |
| 114 | PFA Pension, Forsikringsaktieselskab | $144M | 982,190 | +982,190 | new |
| 115 | VICTORY CAPITAL MANAGEMENT INC | $144M | 976,535 | −209,847 | trim |
| 116 | Artisan Partners Limited Partnership | $142M | 963,824 | −1,330,221 | trim |
| 117 | SCHRODER INVESTMENT MANAGEMENT GROUP | $139M | 945,959 | −960,610 | trim |
| 118 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $137M | 933,840 | −69,336 | trim |
| 119 | STATE OF WISCONSIN INVESTMENT BOARD | $136M | 925,709 | +37,312 | add |
| 120 | Zurcher Kantonalbank (Zurich Cantonalbank) | $134M | 908,982 | +908,982 | new |
| 121 | APG Asset Management N.V. | $134M | 1,047,253 | −18,302 | trim |
| 122 | STOREBRAND ASSET MANAGEMENT AS | $133M | 906,180 | — | no prior |
| 123 | CAPSTONE INVESTMENT ADVISORS, LLC | $130M | 884,183 | +383,465 | add |
| 124 | Mitsubishi UFJ Trust & Banking Corp | $130M | 882,209 | +45,869 | add |
| 125 | Quantinno Capital Management LP | $128M | 871,880 | +210,029 | add |
| 126 | Resona Asset Management Co.,Ltd. | $128M | 879,479 | +121,455 | add |
| 127 | Chevy Chase Trust Holdings, LLC | $126M | 859,682 | −18,794 | trim |
| 128 | Vanguard Investments Australia, Ltd. | $126M | 858,869 | — | no prior |
| 129 | NOMURA ASSET MANAGEMENT CO LTD | $126M | 854,861 | +11,158 | add |
| 130 | M&T BANK CORP | $125M | 848,632 | −33,017 | trim |
| 131 | Hudson Bay Capital Management LP | $124M | 842,463 | +821,586 | add |
| 132 | Eurizon Capital SGR S.p.A. | $124M | 851,422 | +4,745 | add |
| 133 | Cetera Investment Advisers | $116M | 787,215 | +56,203 | add |
| 134 | DSM CAPITAL PARTNERS LLC | $114M | 777,056 | +222,219 | add |
| 135 | ING GROEP NV | $112M | 760,711 | +264,712 | add |
| 136 | Asset Management One Co., Ltd. | $112M | 758,203 | −6,979 | trim |
| 137 | TORONTO DOMINION BANK | $110M | 750,198 | −342,858 | trim |
| 138 | Marex Group Ltd | $110M | 749,887 | −232,899 | trim |
| 139 | CIBC Bancorp USA Inc. | $109M | 741,913 | — | no prior |
| 140 | HARRIS ASSOCIATES L P | $109M | 740,525 | −20,470 | trim |
| 141 | Focus Partners Wealth | $107M | 723,087 | +36,585 | add |
| 142 | IMC-Chicago, LLC | $106M | 722,220 | +722,220 | new |
| 143 | SUSQUEHANNA ADVISORS GROUP, INC. | $102M | 690,000 | +690,000 | new |
| 144 | COMGEST GLOBAL INVESTORS S.A.S. | $101M | 687,303 | −100,446 | trim |
| 145 | COMMONWEALTH EQUITY SERVICES, LLC | $101M | 686,678 | +44,767 | add |
| 146 | Vontobel Holding Ltd. | $100M | 682,214 | +235,758 | add |
| 147 | Rockefeller Capital Management L.P. | $99.9M | 679,247 | +51,150 | add |
| 148 | NATIXIS | $98.0M | 666,374 | −124,072 | trim |
| 149 | OSAIC HOLDINGS, INC. | $97.6M | 663,477 | +9,267 | add |
| 150 | Allianz Asset Management GmbH | $97.4M | 662,202 | −87,879 | trim |
| 151 | BNP Paribas Asset Management Holding S.A. | $97.2M | 661,694 | −303,426 | trim |
| 152 | KLP KAPITALFORVALTNING AS | $95.5M | 649,342 | +24,880 | add |
| 153 | Contour Asset Management LLC | $94.0M | 639,117 | +639,117 | new |
| 154 | SATURNA CAPITAL CORP | $92.0M | 625,467 | +625,467 | new |
| 155 | Life Cycle Investment Partners Ltd | $91.0M | 618,761 | +90,416 | add |
| 156 | Focused Investors LLC | $90.8M | 617,150 | +274,100 | add |
| 157 | Bank Julius Baer & Co. Ltd, Zurich | $89.7M | 618,784 | −284,790 | trim |
| 158 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $87.0M | 797,655 | −119,649 | trim |
| 159 | State of New Jersey Common Pension Fund D | $86.7M | 589,447 | +4,547 | add |
| 160 | NISA INVESTMENT ADVISORS, LLC | $84.2M | 572,349 | −5,632 | trim |
| 161 | Mirae Asset Global Investments Co., Ltd. | $83.0M | 564,064 | −135,013 | trim |
| 162 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $82.4M | 560,249 | +245,249 | add |
| 163 | Allspring Global Investments Holdings, LLC | $81.9M | 564,055 | −397,235 | trim |
| 164 | Squarepoint Ops LLC | $81.4M | 553,581 | −275,571 | trim |
| 165 | Haverford Trust Co | $81.1M | 551,487 | −714,950 | trim |
| 166 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80.6M | 547,651 | +140,584 | add |
| 167 | Lansforsakringar Fondforvaltning AB (publ) | $80.2M | 545,129 | −31,238 | trim |
| 168 | Tredje AP-fonden | $78.7M | 535,272 | +496,754 | add |
| 169 | CIBC WORLD MARKET INC. | $78.5M | 533,737 | +19,480 | add |
| 170 | Cresset Asset Management, LLC | $78.2M | 531,826 | −3,224 | trim |
| 171 | MERCER GLOBAL ADVISORS INC /ADV | $77.0M | 523,694 | +2,201 | add |
| 172 | Swiss Life Asset Management Ltd | $76.9M | 522,899 | +40,511 | add |
| 173 | Quadrature Capital Ltd | $76.0M | 516,640 | +516,640 | new |
| 174 | SIMPLEX TRADING, LLC | $75.7M | 514,658 | +383,259 | add |
| 175 | NORDEA INVESTMENT MANAGEMENT AB | $75.2M | 530,360 | +1,422 | add |
| 176 | Vident Advisory, LLC | $72.1M | 490,146 | +103,655 | add |
| 177 | TEACHER RETIREMENT SYSTEM OF TEXAS | $71.8M | 488,221 | +35,820 | add |
| 178 | XPONANCE LLC | $71.2M | 484,313 | +43,196 | add |
| 179 | MEITAV INVESTMENT HOUSE LTD | $70.5M | 479,194 | +138,393 | add |
| 180 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $69.5M | 472,686 | +20,427 | add |
| 181 | Arizona State Retirement System | $69.5M | 472,406 | −7,447 | trim |
| 182 | MetLife Investment Management, LLC | $69.4M | 471,999 | −12,403 | trim |
| 183 | Winslow Capital Management, LLC | $69.4M | 471,490 | −1,257,044 | trim |
| 184 | NOMURA HOLDINGS INC | $69.0M | 469,143 | −438,503 | trim |
| 185 | Czech National Bank | $67.9M | 461,820 | +18,253 | add |
| 186 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $67.7M | 459,882 | +182,050 | add |
| 187 | CANTOR FITZGERALD, L. P. | $67.3M | 457,220 | −269,142 | trim |
| 188 | Ghisallo Capital Management LLC | $67.2M | 457,000 | +457,000 | new |
| 189 | Clear Street Group Inc. | $67.2M | 456,633 | −643,583 | trim |
| 190 | Tidal Investments LLC | $66.6M | 452,878 | +28,362 | add |
| 191 | Woodline Partners LP | $66.2M | 449,710 | +159,206 | add |
| 192 | CIBC Asset Management Inc | $65.3M | 443,673 | +16,974 | add |
| 193 | STATE OF MICHIGAN RETIREMENT SYSTEM | $65.2M | 442,932 | +2,600 | add |
| 194 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $64.9M | 438,254 | −21,714 | trim |
| 195 | Baird Financial Group, Inc. | $63.7M | 433,339 | +433,339 | new |
| 196 | UniSuper Management Pty Ltd | $62.3M | 423,791 | −179,503 | trim |
| 197 | COMMERCE BANK | $61.9M | 420,626 | +73,461 | add |
| 198 | Calamos Advisors LLC | $61.2M | 416,081 | −13,205 | trim |
| 199 | Rafferty Asset Management, LLC | $61.0M | 414,754 | −122,681 | trim |
| 200 | TD Waterhouse Canada Inc. | $59.7M | 411,658 | +66,478 | add |
| 201 | REGIONS FINANCIAL CORP | $59.5M | 404,192 | −38,727 | trim |
| 202 | MACKENZIE FINANCIAL CORP | $59.4M | 404,001 | −92,537 | trim |
| 203 | CTC LLC | $59.1M | 401,814 | +190,664 | add |
| 204 | AE Wealth Management LLC | $58.7M | 398,793 | +163,862 | add |
| 205 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $58.1M | 395,004 | +3,769 | add |
| 206 | ZWJ INVESTMENT COUNSEL INC | $57.8M | 393,121 | +16,981 | add |
| 207 | SEB Asset Management AB | $56.2M | 382,268 | — | no prior |
| 208 | NewEdge Advisors, LLC | $56.1M | 381,102 | +381,102 | new |
| 209 | Bowie Capital Management, LLC | $55.7M | 378,571 | +376,602 | add |
| 210 | Cannell & Spears LLC | $54.9M | 373,350 | −74,936 | trim |
| 211 | CALEDONIA INVESTMENTS PLC | $54.9M | 373,100 | 0 | no change |
| 212 | Union Bancaire Privee, UBP SA | $54.7M | 133,744 | −24,956 | trim |
| 213 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $54.7M | 374,824 | +62,611 | add |
| 214 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $54.5M | 370,229 | +370,229 | new |
| 215 | INTECH INVESTMENT MANAGEMENT LLC | $53.7M | 365,111 | −145,652 | trim |
| 216 | Retirement Systems of Alabama | $53.0M | 360,098 | +2,285 | add |
| 217 | SCOTIA CAPITAL INC. | $52.4M | 356,344 | −131 | trim |
| 218 | ProShare Advisors LLC | $52.3M | 355,629 | −54,466 | trim |
| 219 | IFM Investors Pty Ltd | $52.1M | 353,822 | +17,720 | add |
| 220 | BLAIR WILLIAM & CO/IL | $51.7M | 351,104 | −126,542 | trim |
| 221 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $51.6M | 350,425 | +32,807 | add |
| 222 | Broad Peak Investment Advisers Pte Ltd | $51.0M | 347,000 | 0 | no change |
| 223 | Harvest Portfolios Group Inc. | $50.4M | 342,511 | +154,414 | add |
| 224 | Allworth Financial LP | $49.4M | 335,506 | −5,379 | trim |
| 225 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $49.3M | 335,257 | +67,067 | add |
| 226 | Douglas Lane & Associates, LLC | $49.2M | 334,304 | −18,832 | trim |
| 227 | Pathstone Holdings, LLC | $48.6M | 330,111 | −1,547 | trim |
| 228 | &PARTNERS | $47.5M | 323,589 | +52,868 | add |
| 229 | Susquehanna Portfolio Strategies, LLC | $47.4M | 322,413 | −1,238 | trim |
| 230 | BALYASNY ASSET MANAGEMENT L.P. | $47.2M | 321,090 | −3,056 | trim |
| 231 | ShankerValleau Wealth Advisors, Inc. | $46.8M | 318,436 | −7,300 | trim |
| 232 | Kestra Advisory Services, LLC | $46.8M | 318,365 | +48,013 | add |
| 233 | Brevan Howard Capital Management LP | $46.7M | 317,233 | +65,058 | add |
| 234 | OP Asset Management Ltd | $45.4M | 308,659 | — | no prior |
| 235 | CI INVESTMENTS INC. | $45.3M | 307,893 | +11,124 | add |
| 236 | MUFG Securities EMEA plc | $45.0M | 305,598 | −18,355 | trim |
| 237 | Banco Santander, S.A. | $44.5M | 302,380 | −62,843 | trim |
| 238 | Henshaw Capital LLC | $44.4M | 301,669 | — | no prior |
| 239 | M37 Management LP | $44.1M | 300,000 | +200,000 | add |
| 240 | Robeco Institutional Asset Management B.V. | $43.7M | 297,367 | −113,989 | trim |
| 241 | Sumitomo Mitsui DS Asset Management Company, Ltd | $43.6M | 296,048 | +9,135 | add |
| 242 | Vanguard Personalized Indexing Management, LLC | $43.4M | 294,951 | +16,400 | add |
| 243 | MAI Capital Management | $43.2M | 293,821 | −68,616 | trim |
| 244 | Glenview Trust Co | $43.2M | 293,371 | +2,609 | add |
| 245 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $43.1M | 292,922 | −26,125 | trim |
| 246 | Zurich Insurance Group Ltd/FI | $42.9M | 291,637 | +216,704 | add |
| 247 | GATEWAY INVESTMENT ADVISERS LLC | $42.8M | 291,048 | −59,836 | trim |
| 248 | FEDERATED HERMES, INC. | $42.1M | 286,062 | −3,563 | trim |
| 249 | Advisors Capital Management, LLC | $41.9M | 284,827 | +5,071 | add |
| 250 | Mediolanum International Funds Ltd | $41.6M | 299,722 | +181,825 | add |
| 251 | Generate Investment Management Ltd | $40.7M | 276,544 | +156,544 | add |
| 252 | EASTERN BANK | $40.5M | 275,627 | −72,996 | trim |
| 253 | USS Investment Management Ltd | $40.5M | 275,202 | +8,530 | add |
| 254 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | $40.5M | 275,000 | +275,000 | new |
| 255 | Utah Retirement Systems | $40.3M | 273,685 | −1,354 | trim |
| 256 | Sanctuary Advisors, LLC | $40.1M | 272,688 | −87,411 | trim |
| 257 | Marathon Asset Management Ltd | $39.9M | 271,004 | +126,180 | add |
| 258 | Lido Advisors, LLC | $39.4M | 267,748 | −21,100 | trim |
| 259 | QRG CAPITAL MANAGEMENT, INC. | $39.1M | 265,659 | +27,041 | add |
| 260 | Crossmark Global Holdings, Inc. | $38.6M | 262,510 | — | no prior |
| 261 | Estuary Capital Management LP | $38.6M | 262,480 | +262,480 | new |
| 262 | Optimus Prime Fund Management Co., Ltd. | $37.5M | 255,100 | +235,100 | add |
| 263 | LBP AM SA | $37.2M | 252,599 | −97,647 | trim |
| 264 | Waverly Advisors, LLC | $37.1M | 252,466 | +18,211 | add |
| 265 | OFI INVEST ASSET MANAGEMENT | $37.1M | 289,295 | +92,000 | add |
| 266 | ABN AMRO INVESTMENT SOLUTIONS | $37.1M | 251,887 | +6,708 | add |
| 267 | NEOS Investment Management LLC | $36.3M | 247,075 | +16,031 | add |
| 268 | Sterling Capital Management LLC | $36.3M | 247,068 | +17,306 | add |
| 269 | BROWN ADVISORY INC | $36.3M | 246,995 | +19,966 | add |
| 270 | Danica Pension, Livsforsikringsaktieselskab | $36.3M | 246,546 | −261,152 | trim |
| 271 | CWM, LLC | $35.6M | 242,179 | −81,060 | trim |
| 272 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $35.6M | 242,153 | −6,292 | trim |
| 273 | Steward Partners Investment Advisory, LLC | $35.5M | 241,434 | −11,477 | trim |
| 274 | HM PAYSON & CO | $35.2M | 239,419 | −7,977 | trim |
| 275 | Rakuten Investment Management, Inc. | $35.1M | 253,204 | +30,604 | add |
| 276 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $34.7M | 236,152 | +5,078 | add |
| 277 | IEQ CAPITAL, LLC | $34.7M | 235,581 | +5,309 | add |
| 278 | Man Group plc | $34.5M | 234,602 | −293,886 | trim |
| 279 | Mesirow Financial Investment Management, Inc. | $34.2M | 232,362 | +127,887 | add |
| 280 | MML INVESTORS SERVICES, LLC | $34.0M | 231,270 | −54,046 | trim |
| 281 | PEAK6 LLC | $33.9M | 230,523 | −300,913 | trim |
| 282 | BRADLEY FOSTER & SARGENT INC/CT | $33.5M | 228,022 | −20,724 | trim |
| 283 | MACQUARIE GROUP LTD | $33.1M | 225,366 | −69,217 | trim |
| 284 | Andra AP-fonden | $33.0M | 224,586 | +103,374 | add |
| 285 | Varma Mutual Pension Insurance Co | $33.0M | 224,518 | −30,000 | trim |
| 286 | PINNACLE ASSOCIATES LTD | $32.8M | 223,083 | −553 | trim |
| 287 | Wealthfront Advisers LLC | $32.8M | 223,079 | +6,436 | add |
| 288 | Pinnacle Financial Partners, Inc. | $32.5M | 221,250 | −3,888 | trim |
| 289 | Minneapolis Portfolio Management Group, LLC | $31.8M | 216,148 | +52,615 | add |
| 290 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $31.7M | 215,402 | +215,402 | new |
| 291 | Ethic Inc. | $31.6M | 214,855 | +5,561 | add |
| 292 | Empowered Funds, LLC | $31.5M | 214,147 | +36,048 | add |
| 293 | ANTIPODES PARTNERS Ltd | $31.2M | 212,117 | −27,574 | trim |
| 294 | LAZARD ASSET MANAGEMENT LLC | $31.0M | 211,026 | −117,038 | trim |
| 295 | FARMERS & MERCHANTS INVESTMENTS INC | $30.8M | 209,349 | +4,806 | add |
| 296 | NewEdge Wealth, LLC | $30.3M | 206,179 | −17,275 | trim |
| 297 | Vest Financial, LLC | $30.2M | 204,964 | +110,153 | add |
| 298 | WORLDQUANT MILLENNIUM ADVISORS LLC | $29.9M | 203,018 | +90,137 | add |
| 299 | NorthCrest Asset Manangement, LLC | $29.7M | 203,031 | −69,266 | trim |
| 300 | Atria Investments, Inc | $29.6M | 200,998 | −31,754 | trim |
| 301 | EXCHANGE TRADED CONCEPTS, LLC | $29.5M | 200,602 | +45,484 | add |
| 302 | Violich Capital Management, Inc. | $28.6M | 194,735 | −17,748 | trim |
| 303 | Bragg Financial Advisors, Inc | $28.6M | 194,456 | +4,011 | add |
| 304 | PRUDENTIAL PLC | $28.6M | 194,195 | −36,438 | trim |
| 305 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $28.6M | 194,175 | +1,583 | add |
| 306 | Phoenix Financial Ltd. | $27.4M | 186,459 | −8,002 | trim |
| 307 | YOUSIF CAPITAL MANAGEMENT, LLC | $27.4M | 186,424 | −7,563 | trim |
| 308 | Federation des caisses Desjardins du Quebec | $27.4M | 186,415 | +38,488 | add |
| 309 | HB Wealth Management, LLC | $27.3M | 185,529 | +1,784 | add |
| 310 | DIVERSIFY WEALTH MANAGEMENT, LLC | $26.9M | 163,967 | +118,214 | add |
| 311 | Walleye Capital LLC | $26.8M | 182,480 | +126,772 | add |
| 312 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $26.5M | 180,340 | −244 | trim |
| 313 | Holocene Advisors, LP | $26.4M | 179,752 | +179,752 | new |
| 314 | KANAWHA CAPITAL MANAGEMENT LLC | $26.3M | 178,527 | −10,613 | trim |
| 315 | ASR Vermogensbeheer N.V. | $26.3M | 178,447 | +3,084 | add |
| 316 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $26.0M | 177,033 | +5,844 | add |
| 317 | GREAT LAKES ADVISORS, LLC | $25.9M | 176,283 | +16,477 | add |
| 318 | Leonteq Securities AG | $25.9M | 176,211 | +137,116 | add |
| 319 | Palisade Asset Management, LLC | $25.7M | 174,596 | −220 | trim |
| 320 | Orion Porfolio Solutions, LLC | $25.2M | 171,122 | −22,221 | trim |
| 321 | FACTORY MUTUAL INSURANCE CO | $25.1M | 170,856 | −19,500 | trim |
| 322 | OPPENHEIMER ASSET MANAGEMENT INC. | $25.1M | 170,699 | −96,362 | trim |
| 323 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $24.6M | 166,982 | +42,003 | add |
| 324 | Beacon Pointe Advisors, LLC | $24.4M | 165,908 | +5,710 | add |
| 325 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $24.4M | 165,758 | −44,800 | trim |
| 326 | Baker Avenue Asset Management, LP | $24.1M | 163,773 | +13,963 | add |
| 327 | ZACKS INVESTMENT MANAGEMENT | $23.9M | 162,672 | +3,751 | add |
| 328 | Atlantic Union Bankshares Corp | $23.9M | 162,659 | +43,405 | add |
| 329 | Huber Capital Management LLC | $23.8M | 161,839 | +25,073 | add |
| 330 | Jefferies Financial Group Inc. | $23.7M | 161,283 | +113,243 | add |
| 331 | WATERS PARKERSON & CO., LLC | $23.7M | 160,818 | −1,653 | trim |
| 332 | MIRAE ASSET SECURITIES (USA) INC. | $23.6M | 160,355 | +49,227 | add |
| 333 | Concurrent Investment Advisors, LLC | $23.6M | 160,097 | −5,533 | trim |
| 334 | Brookstone Capital Management | $23.5M | 159,941 | +53,136 | add |
| 335 | Stanley Capital Management, LLC | $23.5M | 159,800 | +28,000 | add |
| 336 | FIDUCIARY TRUST CO | $23.3M | 158,118 | −1,858 | trim |
| 337 | FORA Capital, LLC | $23.2M | 157,785 | +143,357 | add |
| 338 | Dana Investment Advisors, Inc. | $23.1M | 156,703 | +143,499 | add |
| 339 | CITIZENS FINANCIAL GROUP INC/RI | $23.0M | 156,288 | −10,280 | trim |
| 340 | ExodusPoint Capital Management, LP | $22.9M | 155,934 | +92,353 | add |
| 341 | Applied Finance Capital Management, LLC | $22.9M | 155,918 | +37,323 | add |
| 342 | AMF Tjanstepension AB | $22.8M | 155,318 | +5,643 | add |
| 343 | Pentwater Capital Management LP | $22.8M | 155,000 | +155,000 | new |
| 344 | EP Wealth Advisors, LLC | $22.7M | 153,974 | −24,586 | trim |
| 345 | Kingsview Wealth Management, LLC | $22.6M | 153,770 | −7,690 | trim |
| 346 | JLB & ASSOCIATES INC | $22.5M | 153,250 | −6,849 | trim |
| 347 | Chesley Taft & Associates LLC | $21.9M | 148,772 | −31,845 | trim |
| 348 | TOWER BRIDGE ADVISORS | $21.9M | 148,613 | +148,613 | new |
| 349 | OMERS ADMINISTRATION Corp | $21.9M | 148,581 | +40,778 | add |
| 350 | Candriam S.C.A. | $21.2M | 144,283 | −1,943 | trim |
| 351 | Trexquant Investment LP | $20.9M | 142,333 | +142,333 | new |
| 352 | GODSEY & GIBB, INC | $20.9M | 142,246 | +6,284 | add |
| 353 | KADENSA CAPITAL Ltd | $20.7M | 140,864 | +26,011 | add |
| 354 | DOCK STREET ASSET MANAGEMENT INC | $20.5M | 139,379 | −2,035 | trim |
| 355 | DAVENPORT & Co LLC | $20.4M | 138,911 | +3,736 | add |
| 356 | LMR Partners LLP | $20.4M | 138,501 | +106,778 | add |
| 357 | ASSETMARK, INC | $20.3M | 137,810 | −106,402 | trim |
| 358 | UMB Bank, n.a. | $20.2M | 137,469 | −14,604 | trim |
| 359 | B. Metzler seel. Sohn & Co. AG | $20.1M | 136,931 | −36,553 | trim |
| 360 | JOHNSON INVESTMENT COUNSEL INC | $20.1M | 136,316 | −2,130 | trim |
| 361 | Clearstead Advisors, LLC | $20.1M | 136,294 | −74,375 | trim |
| 362 | PARUS FINANCE (UK) Ltd | $19.8M | 134,516 | +17,746 | add |
| 363 | Private Advisor Group, LLC | $19.5M | 132,739 | −2,932 | trim |
| 364 | Aptus Capital Advisors, LLC | $19.5M | 132,380 | −19,824 | trim |
| 365 | NLB Skladi, upravljanje premozenja, d.o.o. | $19.3M | 131,206 | +15,089 | add |
| 366 | Osmosis Investment Management UK Ltd | $19.1M | 129,634 | +15,918 | add |
| 367 | MOGY JOEL R INVESTMENT COUNSEL INC | $18.8M | 127,874 | −2,375 | trim |
| 368 | D.A. DAVIDSON & CO. | $18.8M | 127,823 | +5,649 | add |
| 369 | Freestone Capital Holdings, LLC | $18.4M | 125,339 | +1,397 | add |
| 370 | LOWE BROCKENBROUGH & CO INC | $18.4M | 124,883 | −1,268 | trim |
| 371 | Fisher Funds Management LTD | $18.1M | 123,319 | −23,259 | trim |
| 372 | Investment Management Corp of Ontario | $18.1M | 123,317 | −29,216 | trim |
| 373 | GROUPAMA ASSET MANAGMENT | $17.9M | 121,578 | −8,757 | trim |
| 374 | JENSEN INVESTMENT MANAGEMENT INC | $17.8M | 120,790 | −3,583 | trim |
| 375 | Azimuth Capital Investment Management LLC | $17.5M | 119,259 | +718 | add |
| 376 | DAYMARK WEALTH PARTNERS, LLC | $17.5M | 119,074 | +7,807 | add |
| 377 | Advisors Asset Management, Inc. | $17.4M | 118,368 | −9,970 | trim |
| 378 | Equitable Holdings, Inc. | $17.4M | 90,217 | +37,075 | add |
| 379 | Gotham Asset Management, LLC | $17.3M | 117,724 | +14,132 | add |
| 380 | Badgley Phelps Wealth Managers, LLC | $17.3M | 117,663 | −11,153 | trim |
| 381 | OAK RIDGE INVESTMENTS LLC | $17.1M | 116,407 | −1,630 | trim |
| 382 | MARCO INVESTMENT MANAGEMENT LLC | $17.1M | 116,319 | +1,260 | add |
| 383 | Sequoia Financial Advisors, LLC | $17.0M | 115,670 | −104,844 | trim |
| 384 | Value Aligned Research Advisors, LLC | $16.9M | 115,078 | −26,331 | trim |
| 385 | FIRST FINANCIAL BANKSHARES INC | $16.9M | 114,550 | +5,787 | add |
| 386 | Prospera Financial Services Inc | $16.8M | 114,470 | +31,165 | add |
| 387 | Cyndeo Wealth Partners, LLC | $16.8M | 114,376 | +12,582 | add |
| 388 | WELCH & FORBES LLC | $16.8M | 113,935 | +1,280 | add |
| 389 | Richard C. Young & CO., LTD. | $16.7M | 113,734 | +6,067 | add |
| 390 | TRUST CO OF TOLEDO NA /OH/ | $16.6M | 112,956 | −722 | trim |
| 391 | EVERGREEN CAPITAL MANAGEMENT LLC | $16.5M | 111,928 | +36,739 | add |
| 392 | Y-Intercept (Hong Kong) Ltd | $16.0M | 109,083 | +109,083 | new |
| 393 | GUARDIAN CAPITAL LP | $15.9M | 108,268 | +19,242 | add |
| 394 | CARRET ASSET MANAGEMENT, LLC | $15.9M | 107,921 | −3,135 | trim |
| 395 | ROCKLAND TRUST CO | $15.8M | 107,088 | +8,049 | add |
| 396 | AGF MANAGEMENT LTD | $15.7M | 106,642 | +36,034 | add |
| 397 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $15.7M | 106,507 | −237,709 | trim |
| 398 | COLDSTREAM CAPITAL MANAGEMENT INC | $15.6M | 106,305 | +2,631 | add |
| 399 | Halter Ferguson Financial Inc. | $15.6M | 105,795 | +105,795 | new |
| 400 | Qube Research & Technologies Ltd | $15.6M | 105,795 | +105,795 | new |
| 401 | SP Asset Management LLC | $15.4M | 105,003 | −749 | trim |
| 402 | Elo Mutual Pension Insurance Co | $15.4M | 104,628 | −40,939 | trim |
| 403 | PARSONS CAPITAL MANAGEMENT INC/RI | $15.4M | 104,600 | −3,524 | trim |
| 404 | Kenora Financial, LLC | $15.4M | 104,541 | +1,808 | add |
| 405 | ALLIANZ SE | $15.4M | 104,421 | +212 | add |
| 406 | Fidelity National Financial, Inc. | $15.3M | 104,000 | +29,000 | add |
| 407 | Stratos Wealth Partners, LTD. | $15.2M | 103,156 | −1,369 | trim |
| 408 | Envestnet Portfolio Solutions, Inc. | $15.2M | 103,063 | −27,063 | trim |
| 409 | Vise Technologies, Inc. | $15.1M | 77,537 | 0 | no change |
| 410 | GUGGENHEIM CAPITAL LLC | $15.1M | 102,636 | +6,844 | add |
| 411 | MIZUHO SECURITIES USA LLC | $15.1M | 102,513 | −19,957 | trim |
| 412 | OPPENHEIMER & CO INC | $15.1M | 102,513 | +17,318 | add |
| 413 | Ceredex Value Advisors LLC | $15.0M | 101,880 | +39,576 | add |
| 414 | KESTRA PRIVATE WEALTH SERVICES, LLC | $14.8M | 100,579 | +7,765 | add |
| 415 | TORNO CAPITAL, LLC | $14.7M | 100,000 | +100,000 | new |
| 416 | Snowden Capital Advisors LLC | $14.6M | 99,042 | −475 | trim |
| 417 | Norinchukin Bank, The | $14.5M | 98,276 | +993 | add |
| 418 | Modera Wealth Management, LLC | $14.4M | 97,741 | −2,111 | trim |
| 419 | ProVise Management Group, LLC | $14.4M | 97,658 | −1,602 | trim |
| 420 | HAMILTON CAPITAL PARTNERS, LLC | $14.3M | 97,408 | +21,025 | add |
| 421 | Bryn Mawr Trust Advisors, LLC | $14.3M | 97,018 | −2,205 | trim |
| 422 | Dash Acquisitions Inc. | $14.3M | 80,294 | +837 | add |
| 423 | HARTFORD INVESTMENT MANAGEMENT CO | $14.2M | 96,609 | −553 | trim |
| 424 | TODD ASSET MANAGEMENT LLC | $14.1M | 96,022 | −837 | trim |
| 425 | Diversify Advisory Services, LLC | $14.1M | 86,106 | +50,878 | add |
| 426 | Laird Norton Wetherby Trust Company, LLC | $14.0M | 95,437 | −2,531 | trim |
| 427 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | $14.0M | 95,020 | −62,685 | trim |
| 428 | Coleford Investment Management Ltd. | $13.9M | 94,454 | +1,075 | add |
| 429 | Avanza Fonder AB | $13.8M | 93,988 | −4,666 | trim |
| 430 | Cornerstone Advisors, LLC | $13.8M | 93,903 | −39,197 | trim |
| 431 | NorthCoast Asset Management LLC | $13.8M | 93,681 | +2,396 | add |
| 432 | CULBERTSON A N & CO INC | $13.8M | 93,518 | +21,368 | add |
| 433 | LOUNTZIS ASSET MANAGEMENT, LLC | $13.6M | 92,776 | +3,311 | add |
| 434 | Compagnie Lombard Odier SCmA | $13.5M | 91,906 | +8,659 | add |
| 435 | New Age Alpha Advisors, LLC | $13.5M | 91,886 | +8,955 | add |
| 436 | Alden Global Capital LLC | $13.4M | 91,355 | +23,024 | add |
| 437 | DIVIDEND ASSETS CAPITAL, LLC | $13.4M | 90,802 | +17,837 | add |
| 438 | Chicago Capital, LLC | $13.3M | 90,716 | −1,566 | trim |
| 439 | Metis Global Partners, LLC | $13.3M | 90,633 | −2,472 | trim |
| 440 | BOKF, NA | $13.3M | 90,450 | +14,465 | add |
| 441 | ADELL HARRIMAN & CARPENTER INC | $13.2M | 89,687 | −2,282 | trim |
| 442 | Dai-ichi Life Insurance Company, Ltd | $13.2M | 89,683 | +2,432 | add |
| 443 | FIRST CITIZENS BANK & TRUST CO | $13.1M | 88,883 | −163 | trim |
| 444 | PANAGORA ASSET MANAGEMENT INC | $13.0M | 88,552 | −90,562 | trim |
| 445 | GHP Investment Advisors, Inc. | $13.0M | 88,155 | −2,629 | trim |
| 446 | Intesa Sanpaolo S.p.A. | $13.0M | 87,974 | +16,843 | add |
| 447 | GERMAN AMERICAN BANCORP, INC. | $12.9M | 87,502 | +1,557 | add |
| 448 | OLD NATIONAL BANCORP /IN/ | $12.8M | 87,024 | +17,941 | add |
| 449 | NICOLET BANKSHARES INC | $12.7M | 86,723 | +86,723 | new |
| 450 | Steigerwald, Gordon & Koch Inc. | $12.7M | 86,362 | −2,038 | trim |
| 451 | Savant Capital, LLC | $12.7M | 86,346 | +4,896 | add |
| 452 | Bulltick Wealth Management, LLC | $12.7M | 86,300 | +21,563 | add |
| 453 | CULLINAN ASSOCIATES INC | $12.6M | 85,809 | −27,432 | trim |
| 454 | Caprock Group, LLC | $12.6M | 85,426 | −2,190 | trim |
| 455 | OSSIAM | $12.5M | 84,975 | −95,271 | trim |
| 456 | Wilmington Savings Fund Society, FSB | $12.4M | 84,616 | −2,516 | trim |
| 457 | Maryland State Retirement & Pension System | $12.4M | 84,441 | 0 | no change |
| 458 | DNCA FINANCE | $12.3M | 83,900 | −9,100 | trim |
| 459 | Merit Financial Group, LLC | $12.2M | 83,261 | −4,910 | trim |
| 460 | ODDO BHF ASSET MANAGEMENT SAS | $12.2M | 83,000 | −62,843 | trim |
| 461 | Shelter Mutual Insurance Co | $12.2M | 82,710 | 0 | no change |
| 462 | EQUITABLE TRUST CO | $12.0M | 81,885 | +1,533 | add |
| 463 | Baader Bank Aktiengesellschaft | $12.0M | 82,041 | +15,543 | add |
| 464 | Banque Cantonale Vaudoise | $12.0M | 81,748 | +16,852 | add |
| 465 | CHOREO, LLC | $12.0M | 81,385 | +1,582 | add |
| 466 | Aristotle Atlantic Partners, LLC | $11.9M | 81,023 | −27,116 | trim |
| 467 | Third View Private Wealth, LLC | $11.9M | 80,838 | −3,789 | trim |
| 468 | Matthew Goff Investment Advisor, LLC | $11.9M | 80,834 | −352 | trim |
| 469 | Apollon Wealth Management, LLC | $11.9M | 80,592 | −36,554 | trim |
| 470 | BURNEY CO/ | $11.8M | 80,043 | −16,143 | trim |
| 471 | Venture Visionary Partners LLC | $11.7M | 79,802 | +55,152 | add |
| 472 | MISSION WEALTH MANAGEMENT, LP | $11.5M | 78,208 | +11,431 | add |
| 473 | Callan Family Office, LLC | $11.5M | 78,127 | −2,450 | trim |
| 474 | Prana Capital Management, LP | $11.5M | 77,984 | +77,984 | new |
| 475 | WCG Wealth Advisors LLC | $11.4M | 77,465 | +3,110 | add |
| 476 | Lombard Odier Asset Management (Switzerland) SA | $11.1M | 75,741 | +8,080 | add |
| 477 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $11.1M | 75,706 | −27,230 | trim |
| 478 | Brooklyn Investment Group | $11.1M | 75,330 | +11,795 | add |
| 479 | Nordwand Advisors, LLC | $11.0M | 75,113 | +4,814 | add |
| 480 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $11.0M | 74,700 | −10,000 | trim |
| 481 | Welch Group, LLC | $11.0M | 74,617 | +74,617 | new |
| 482 | FIRST NATIONAL TRUST CO | $10.8M | 73,138 | −6,949 | trim |
| 483 | Voleon Capital Management LP | $10.7M | 73,072 | +42,147 | add |
| 484 | Raub Brock Capital Management LP | $10.7M | 73,034 | −3,171 | trim |
| 485 | EDMOND DE ROTHSCHILD HOLDING S.A. | $10.7M | 72,712 | +5,217 | add |
| 486 | Cohen Klingenstein LLC | $10.7M | 72,700 | 0 | no change |
| 487 | Texas Yale Capital Corp. | $10.6M | 71,783 | +796 | add |
| 488 | World Investment Advisors | $10.5M | 71,574 | +13,135 | add |
| 489 | LGT Group Foundation | $10.5M | 71,470 | −13,455 | trim |
| 490 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $10.5M | 58,271 | +58 | add |
| 491 | Capital Investment Advisors, LLC | $10.5M | 71,113 | −161 | trim |
| 492 | Peak Asset Management, LLC | $10.4M | 70,774 | +841 | add |
| 493 | ARGENT CAPITAL MANAGEMENT LLC | $10.3M | 70,140 | −7,691 | trim |
| 494 | Cardinal Point Capital Management ULC | $10.3M | 69,848 | +266 | add |
| 495 | CANANDAIGUA NATIONAL CORP | $10.2M | 69,551 | — | no prior |
| 496 | Neumann Capital Management, LLC | $10.2M | 69,533 | −250 | trim |
| 497 | RITHOLTZ WEALTH MANAGEMENT | $10.2M | 69,484 | −5,737 | trim |
| 498 | AG2R LA MONDIALE GESTION D'ACTIFS | $10.2M | 69,475 | −30,098 | trim |
| 499 | Melqart Asset Management (UK) Ltd | $10.2M | 69,327 | −14,570 | trim |
| 500 | Contrarius Group Holdings Ltd | $10.2M | 69,189 | −861,242 | trim |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Congress ↔ notable managers · ORCL
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 3 Alan Armstrong R–OK, John Boozman R–AR, Michael A. Rulli R–OH-6 $17K–$80K
- Sellers
- 1 Tommy Tuberville R–AL $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 $17.3M held
- Trimming
- 4 Bridgewater Associates, Caxton Associates, Coatue Management, Corvex Management $235M held
new + add vs trim + exit, by shares · $ = reported value now, not the change · ORACLE CORP
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-08-20 | John Boozman Congress | Purchase | $1K–$15K |
| 2026-08-07 | Michael A. Rulli Congress | Purchase | $1K–$15K |
| 2026-08-05 | Tommy Tuberville Congress | Sale | $15K–$50K |
| 2026-07-21 | Alan Armstrong Congress | Purchase | $15K–$50K |
| 2026-05-15 | Gotham Asset Management 13F | add | +14,132 sh |
| 2026-05-15 | Bridgewater Associates 13F | trim | −281,412 sh |
| 2026-05-15 | Coatue Management 13F | exit | −4,440,008 sh |
| 2026-05-15 | Corvex Management 13F | exit | −403,200 sh |
| 2026-05-14 | Caxton Associates 13F | trim | −5,936 sh |
9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade
41 members of Congress disclosed ORCL — the congressional view ↗