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 ↗

ORACLE CORP · common stock · Q1 2026 · 41 members disclosed ORCL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,929 holders are listed, largest first: 2,929
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $163B
holders whose share count rose or who opened the position (new + add), by shares: 1,396
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 398

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 ORCL ranked by reported value, 1–25 of 2,929 holders
#	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

Show the top 500 of 2,929 holders

13F holders of ORCL ranked by reported value, 26–500 of 2,929 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 2,929 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · ORCL

Congress · last 90 days

Buyers: 2 John Boozman R–AR, Michael A. Rulli R–OH-6 $2K–$30K
Sellers: 1 Tommy Tuberville R–AL $15K–$50K

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 Gotham Asset Management $17.3M held
Trimming: 4 Bridgewater Associates, Caxton Associates, Coatue Management, Corvex Management $235M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · ORACLE CORP

Merged timeline of congressional filings and notable-manager moves on ORCL
Date	Who	Change	Size
2026-08-20	John Boozman Congress	BUY	$1K–$15K
2026-08-07	Michael A. Rulli Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$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

8 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.