Who holds PFEticker 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 ↗
2,439
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$95.5B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,256
addsholders whose share count rose or who opened the position (new + add), by shares
212
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. | $14.0B | 498,257,550 | +5,195,022 | add |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $10.4B | 369,430,012 | — | no prior |
| 3 | STATE STREET CORP | $8.5B | 301,589,865 | +1,144,701 | add |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $3.7B | 133,561,742 | +3,369,661 | add |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.3B | 116,734,695 | — | no prior |
| 6 | Fisher Asset Management, LLC | $2.9B | 104,964,427 | +53,012,321 | add |
| 7 | MORGAN STANLEY | $2.6B | 92,685,370 | +3,571,766 | add |
| 8 | NORTHERN TRUST CORP | $1.7B | 62,026,552 | −1,224,037 | trim |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.6B | 56,911,830 | +1,038,828 | add |
| 10 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $1.5B | 54,508,560 | 0 | no change |
| 11 | Bank of New York Mellon Corp | $1.5B | 53,879,900 | +5,364,929 | add |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5B | 51,891,636 | +1,351,517 | add |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | $1.4B | 49,916,961 | −2,177,349 | trim |
| 14 | BANK OF AMERICA CORP /DE/ | $1.3B | 46,545,479 | −2,235,713 | trim |
| 15 | Legal & General Group Plc | $1.2B | 43,505,563 | +641,338 | add |
| 16 | Amundi | $1.1B | 40,825,470 | −6,237,910 | trim |
| 17 | DIMENSIONAL FUND ADVISORS LP | $1.0B | 36,422,799 | +293,029 | add |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $969M | 34,522,932 | −1,190,103 | trim |
| 19 | ROYAL BANK OF CANADA | $959M | 34,155,840 | −1,714,429 | trim |
| 20 | VANGUARD FIDUCIARY TRUST CO | $899M | 32,001,259 | — | no prior |
| 21 | DEUTSCHE BANK AG\ | $883M | 31,428,987 | +530,139 | add |
| 22 | FRANKLIN RESOURCES INC | $796M | 28,341,834 | +3,177,507 | add |
| 23 | Invesco Ltd. | $785M | 27,941,976 | +681,917 | add |
| 24 | Capital World Investors | $616M | 21,947,486 | +513,596 | add |
| 25 | FEDERATED HERMES, INC. | $603M | 21,476,961 | +1,229,080 | add |
| 26 | FIRST TRUST ADVISORS LP | $573M | 20,422,958 | +1,691,541 | add |
| 27 | WELLS FARGO & COMPANY/MN | $548M | 19,533,309 | +834,673 | add |
| 28 | AMERIPRISE FINANCIAL INC | $548M | 19,519,056 | +1,127,951 | add |
| 29 | UBS Group AG | $494M | 17,609,150 | +811,135 | add |
| 30 | Swiss National Bank | $469M | 16,686,212 | +1,106,200 | add |
| 31 | VICTORY CAPITAL MANAGEMENT INC | $435M | 15,508,999 | −4,287,366 | trim |
| 32 | CITIGROUP INC | $435M | 15,493,259 | +1,228,140 | add |
| 33 | HSBC HOLDINGS PLC | $414M | 14,769,053 | −17,099,413 | trim |
| 34 | BARCLAYS PLC | $412M | 14,689,187 | −3,444,802 | trim |
| 35 | Unisphere Establishment | $411M | 14,650,000 | 0 | no change |
| 36 | Sumitomo Mitsui Trust Group, Inc. | $403M | 14,366,414 | −765,037 | trim |
| 37 | National Pension Service | $403M | 14,349,288 | +14,349,288 | new |
| 38 | LPL Financial LLC | $376M | 13,393,661 | +124,181 | add |
| 39 | Nuveen, LLC | $370M | 13,178,661 | +14,511 | add |
| 40 | Mitsubishi UFJ Asset Management Co., Ltd. | $364M | 12,962,193 | +880,811 | add |
| 41 | Vanguard Global Advisers, LLC | $362M | 12,905,896 | — | no prior |
| 42 | SCHRODER INVESTMENT MANAGEMENT GROUP | $354M | 12,595,834 | +244,348 | add |
| 43 | FMR LLC | $353M | 12,567,358 | +292,218 | add |
| 44 | D. E. Shaw & Co., Inc. | $350M | 12,467,262 | +9,051,769 | add |
| 45 | AQR CAPITAL MANAGEMENT LLC | $334M | 11,879,235 | +2,059,402 | add |
| 46 | RAYMOND JAMES FINANCIAL INC | $328M | 11,674,216 | +187,503 | add |
| 47 | VANGUARD ASSET MANAGEMENT, Ltd | $321M | 11,424,753 | — | no prior |
| 48 | Robeco Institutional Asset Management B.V. | $313M | 11,138,434 | +1,267,791 | add |
| 49 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $304M | 10,840,185 | −3,133,806 | trim |
| 50 | BALYASNY ASSET MANAGEMENT L.P. | $294M | 10,471,388 | +1,926,496 | add |
| 51 | STIFEL FINANCIAL CORP | $274M | 9,769,180 | +491,819 | add |
| 52 | ENVESTNET ASSET MANAGEMENT INC | $262M | 9,345,601 | +697,500 | add |
| 53 | BRANDES INVESTMENT PARTNERS, LP | $256M | 9,107,225 | +478,043 | add |
| 54 | FIL Ltd | $246M | 8,751,327 | −499,825 | trim |
| 55 | NEW YORK STATE COMMON RETIREMENT FUND | $226M | 8,034,154 | +65,000 | add |
| 56 | BANK OF MONTREAL /CAN/ | $215M | 7,667,405 | −1,975,174 | trim |
| 57 | Artemis Investment Management LLP | $208M | 7,392,508 | +1,782,628 | add |
| 58 | CITADEL ADVISORS LLC | $207M | 7,359,865 | +1,952,489 | add |
| 59 | Swiss Life Asset Management Ltd | $206M | 7,332,947 | +491,766 | add |
| 60 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $196M | 6,989,299 | +2,743,945 | add |
| 61 | CANADA PENSION PLAN INVESTMENT BOARD | $190M | 6,777,646 | +1,474,491 | add |
| 62 | BNP Paribas Asset Management Holding S.A. | $185M | 6,591,268 | +717,845 | add |
| 63 | VOYA INVESTMENT MANAGEMENT LLC | $181M | 6,450,240 | +1,183,538 | add |
| 64 | PRINCIPAL FINANCIAL GROUP INC | $178M | 6,339,372 | +32,564 | add |
| 65 | ALLIANCEBERNSTEIN L.P. | $174M | 6,973,956 | +400,605 | add |
| 66 | Swedbank AB | $173M | 6,150,865 | +660,593 | add |
| 67 | DIAMOND HILL CAPITAL MANAGEMENT INC | $172M | 6,108,570 | −3,330,697 | trim |
| 68 | Assenagon Asset Management S.A. | $171M | 6,073,170 | +4,009,711 | add |
| 69 | PRUDENTIAL FINANCIAL INC | $168M | 5,968,365 | −517,143 | trim |
| 70 | PZENA INVESTMENT MANAGEMENT LLC | $166M | 5,924,892 | −601,908 | trim |
| 71 | Empower Advisory Group, LLC | $158M | 5,626,122 | +482,503 | add |
| 72 | Allianz Asset Management GmbH | $154M | 5,490,142 | −231,784 | trim |
| 73 | Squarepoint Ops LLC | $153M | 5,433,651 | −4,249,615 | trim |
| 74 | Aberdeen Group plc | $149M | 5,302,261 | +96,808 | add |
| 75 | NATIONAL BANK OF CANADA /FI/ | $144M | 5,136,267 | +234,500 | add |
| 76 | BANK OF NOVA SCOTIA | $143M | 5,108,792 | +1,865,170 | add |
| 77 | SUSQUEHANNA ADVISORS GROUP, INC. | $140M | 5,000,000 | −1,800,000 | trim |
| 78 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $140M | 4,984,992 | −26,606 | trim |
| 79 | AustralianSuper Pty Ltd | $140M | 4,980,592 | +330,560 | add |
| 80 | STOREBRAND ASSET MANAGEMENT AS | $137M | 4,864,309 | — | no prior |
| 81 | AVIVA PLC | $136M | 4,849,934 | +138,668 | add |
| 82 | Ensign Peak Advisors, Inc | $136M | 4,829,237 | −528,187 | trim |
| 83 | NORDEA INVESTMENT MANAGEMENT AB | $133M | 4,779,054 | −44,112 | trim |
| 84 | FIFTH THIRD BANCORP | $127M | 4,536,233 | +1,945,958 | add |
| 85 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $127M | 4,526,927 | −2,668,369 | trim |
| 86 | Point72 Asset Management, L.P. | $123M | 4,365,063 | +1,059,371 | add |
| 87 | TD ASSET MANAGEMENT INC | $117M | 4,157,133 | +261,508 | add |
| 88 | Universal- Beteiligungs- und Servicegesellschaft mbH | $116M | 4,127,247 | +80,153 | add |
| 89 | LETKO, BROSSEAU & ASSOCIATES INC | $115M | 4,090,013 | +211,575 | add |
| 90 | US BANCORP \DE\ | $108M | 3,863,894 | −124,643 | trim |
| 91 | Zurcher Kantonalbank (Zurich Cantonalbank) | $107M | 3,805,542 | +3,805,542 | new |
| 92 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $98.6M | 3,512,735 | −229,260 | trim |
| 93 | COMMONWEALTH EQUITY SERVICES, LLC | $98.0M | 3,488,515 | −153,523 | trim |
| 94 | Retirement Systems of Alabama | $97.6M | 3,474,970 | −2,140 | trim |
| 95 | SEI INVESTMENTS CO | $92.0M | 3,276,842 | −231,515 | trim |
| 96 | MACKENZIE FINANCIAL CORP | $91.9M | 3,274,513 | +165,638 | add |
| 97 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $91.6M | 3,261,941 | +34,457 | add |
| 98 | DANSKE BANK A/S | $90.8M | 3,235,118 | +9,921 | add |
| 99 | Janus Henderson Group Ltd. | $90.5M | 3,223,714 | −5,562,370 | trim |
| 100 | Cetera Investment Advisers | $90.2M | 3,213,627 | +65,634 | add |
| 101 | D.A. DAVIDSON & CO. | $89.4M | 3,184,965 | +90,012 | add |
| 102 | Lansforsakringar Fondforvaltning AB (publ) | $88.7M | 3,158,825 | +103,600 | add |
| 103 | STATE OF WISCONSIN INVESTMENT BOARD | $86.3M | 3,072,042 | +97,353 | add |
| 104 | PFA Pension, Forsikringsaktieselskab | $86.2M | 3,071,444 | +3,071,444 | new |
| 105 | Nan Shan Life Insurance Co., Ltd. | $86.2M | 3,070,309 | +1,301,657 | add |
| 106 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $85.8M | 3,055,419 | +3,055,419 | new |
| 107 | Focus Partners Wealth | $85.4M | 3,042,752 | +612,450 | add |
| 108 | DEERFIELD MANAGEMENT COMPANY, L.P. | $85.4M | 3,040,000 | +3,040,000 | new |
| 109 | KLP KAPITALFORVALTNING AS | $83.8M | 2,983,732 | −90,200 | trim |
| 110 | CIBC WORLD MARKET INC. | $81.1M | 2,888,310 | +1,001,229 | add |
| 111 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $80.9M | 2,880,883 | +259,820 | add |
| 112 | Epoch Investment Partners, Inc. | $80.2M | 2,854,601 | +425,669 | add |
| 113 | Mitsubishi UFJ Trust & Banking Corp | $80.0M | 2,847,601 | +60,001 | add |
| 114 | Chevy Chase Trust Holdings, LLC | $79.7M | 2,839,911 | −81,713 | trim |
| 115 | Vanguard Investments Australia, Ltd. | $79.6M | 2,835,974 | — | no prior |
| 116 | ROYAL LONDON ASSET MANAGEMENT LTD | $79.3M | 2,823,465 | +24,566 | add |
| 117 | Quadrature Capital Ltd | $78.4M | 2,791,888 | +88,052 | add |
| 118 | Pictet Asset Management Holding SA | $76.2M | 2,713,383 | −38,136 | trim |
| 119 | Cullen Capital Management, LLC | $75.6M | 2,693,507 | +596,176 | add |
| 120 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $75.0M | 2,695,731 | −718,817 | trim |
| 121 | ALLIANZ SE | $74.7M | 2,660,781 | +174,969 | add |
| 122 | M&T BANK CORP | $74.7M | 2,660,449 | +120,908 | add |
| 123 | ZACKS INVESTMENT MANAGEMENT | $74.6M | 2,655,516 | +141,613 | add |
| 124 | Korea Investment CORP | $74.5M | 2,653,089 | −155,144 | trim |
| 125 | HighTower Advisors, LLC | $74.4M | 2,648,143 | +36,533 | add |
| 126 | APG Asset Management N.V. | $74.2M | 3,044,539 | +103,340 | add |
| 127 | Advisors Capital Management, LLC | $73.8M | 2,629,706 | +117,181 | add |
| 128 | KING LUTHER CAPITAL MANAGEMENT CORP | $73.0M | 2,598,940 | +10,298 | add |
| 129 | Asset Management One Co., Ltd. | $72.7M | 2,590,740 | −149,313 | trim |
| 130 | Corient Private Wealth LLC | $71.5M | 2,558,429 | −5,450,405 | trim |
| 131 | Federation des caisses Desjardins du Quebec | $69.7M | 2,480,449 | +141,410 | add |
| 132 | Susquehanna Portfolio Strategies, LLC | $69.5M | 2,475,761 | 0 | no change |
| 133 | TRUIST FINANCIAL CORP | $69.4M | 2,470,900 | +67,026 | add |
| 134 | JUPITER ASSET MANAGEMENT LTD | $68.6M | 2,443,645 | 0 | no change |
| 135 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $67.6M | 2,408,993 | +57,703 | add |
| 136 | OSAIC HOLDINGS, INC. | $66.7M | 2,374,689 | +327,529 | add |
| 137 | MACQUARIE GROUP LTD | $65.2M | 2,321,799 | +409,252 | add |
| 138 | Baird Financial Group, Inc. | $64.9M | 2,310,997 | +2,310,997 | new |
| 139 | Grantham, Mayo, Van Otterloo & Co. LLC | $64.2M | 2,285,443 | −93,526 | trim |
| 140 | THORNBURG INVESTMENT MANAGEMENT INC | $63.0M | 2,242,186 | +39,727 | add |
| 141 | LGT Group Foundation | $62.0M | 2,206,233 | +216,923 | add |
| 142 | Creative Planning | $59.6M | 2,122,972 | +271,983 | add |
| 143 | CWM, LLC | $59.3M | 2,111,686 | +486,307 | add |
| 144 | NOMURA ASSET MANAGEMENT CO LTD | $58.7M | 2,091,873 | −13,230 | trim |
| 145 | STALEY CAPITAL ADVISERS INC | $57.2M | 2,035,654 | +54,140 | add |
| 146 | Woodline Partners LP | $57.1M | 2,033,842 | +405,567 | add |
| 147 | ALLEN HOLDING INC /NY | $56.2M | 2,000,000 | +480,200 | add |
| 148 | Candriam S.C.A. | $56.0M | 1,992,586 | +19,837 | add |
| 149 | CRAWFORD INVESTMENT COUNSEL INC | $55.9M | 1,991,614 | −91,017 | trim |
| 150 | Rockefeller Capital Management L.P. | $55.7M | 1,984,826 | +142,551 | add |
| 151 | DnB Asset Management AS | $55.2M | 1,965,182 | +212,096 | add |
| 152 | Kestra Advisory Services, LLC | $54.9M | 1,954,595 | +249,309 | add |
| 153 | ORBIMED ADVISORS LLC | $54.7M | 1,946,500 | +293,600 | add |
| 154 | State of New Jersey Common Pension Fund D | $54.6M | 1,943,131 | −22,286 | trim |
| 155 | Resona Asset Management Co.,Ltd. | $54.2M | 1,933,254 | +13,944 | add |
| 156 | CAUSEWAY CAPITAL MANAGEMENT LLC | $53.8M | 1,914,219 | −177,500 | trim |
| 157 | NATIXIS | $53.7M | 1,912,234 | −3,717,590 | trim |
| 158 | Tidal Investments LLC | $53.7M | 1,925,435 | +1,414,258 | add |
| 159 | JANE STREET GROUP, LLC | $52.9M | 1,883,213 | +1,255,392 | add |
| 160 | Mariner, LLC | $52.3M | 1,862,314 | +127,917 | add |
| 161 | Quantinno Capital Management LP | $52.1M | 1,855,826 | +175,560 | add |
| 162 | CAPITAL ADVISORS INC/OK | $51.2M | 1,822,774 | +182,048 | add |
| 163 | Calamos Advisors LLC | $50.7M | 1,805,659 | −113,617 | trim |
| 164 | CIBC Asset Management Inc | $50.4M | 1,793,663 | +208,006 | add |
| 165 | Talaria Asset Management Pty Ltd | $50.0M | 1,780,100 | 0 | no change |
| 166 | CIBC Bancorp USA Inc. | $49.7M | 1,770,963 | — | no prior |
| 167 | Willis Investment Counsel | $48.2M | 1,717,937 | +4,473 | add |
| 168 | TORONTO DOMINION BANK | $48.1M | 1,713,006 | −1,520,630 | trim |
| 169 | Cerity Partners LLC | $47.7M | 1,698,192 | −1,489,263 | trim |
| 170 | COMMERCE BANK | $47.1M | 1,678,280 | +158,900 | add |
| 171 | STATE OF MICHIGAN RETIREMENT SYSTEM | $46.8M | 1,666,884 | −3,300 | trim |
| 172 | AE Wealth Management LLC | $46.8M | 1,665,681 | +211,119 | add |
| 173 | Tredje AP-fonden | $46.6M | 1,658,914 | +308,914 | add |
| 174 | Davern Capital Partners, LP | $44.8M | 1,593,942 | −448,300 | trim |
| 175 | EDMOND DE ROTHSCHILD HOLDING S.A. | $44.5M | 1,584,079 | −215,301 | trim |
| 176 | Arizona State Retirement System | $43.7M | 1,557,209 | −42,519 | trim |
| 177 | Czech National Bank | $43.5M | 1,548,478 | +49,243 | add |
| 178 | TEACHER RETIREMENT SYSTEM OF TEXAS | $41.3M | 1,469,652 | −1,040,190 | trim |
| 179 | Banco Santander, S.A. | $41.3M | 1,469,265 | −192,707 | trim |
| 180 | Defilade Capital Management, L.P. | $41.1M | 1,464,129 | −739,375 | trim |
| 181 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $40.5M | 1,441,271 | +519,500 | add |
| 182 | KEYBANK NATIONAL ASSOCIATION/OH | $39.9M | 1,419,834 | +10,655 | add |
| 183 | NFJ INVESTMENT GROUP, LLC | $39.3M | 1,398,757 | −783,593 | trim |
| 184 | NISA INVESTMENT ADVISORS, LLC | $39.0M | 1,389,916 | −104,032 | trim |
| 185 | Mirae Asset Global Investments Co., Ltd. | $39.0M | 1,388,081 | +242,360 | add |
| 186 | BLAIR WILLIAM & CO/IL | $38.5M | 1,370,097 | −12,572 | trim |
| 187 | GUGGENHEIM CAPITAL LLC | $38.4M | 1,367,689 | +159,332 | add |
| 188 | Mediolanum International Funds Ltd | $38.1M | 1,373,098 | +1,220,491 | add |
| 189 | KORNITZER CAPITAL MANAGEMENT INC /KS | $38.1M | 1,357,315 | +115,759 | add |
| 190 | Sarasin & Partners LLP | $38.1M | 1,355,787 | −59,507 | trim |
| 191 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $37.6M | 1,341,471 | +68,402 | add |
| 192 | SEB Asset Management AB | $37.4M | 1,332,170 | — | no prior |
| 193 | MetLife Investment Management, LLC | $37.3M | 1,328,456 | −34,474 | trim |
| 194 | Verity & Verity, LLC | $37.2M | 1,325,982 | +23,766 | add |
| 195 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $37.2M | 1,324,445 | +1,917 | add |
| 196 | SIMPLEX TRADING, LLC | $35.6M | 1,266,685 | −224,352 | trim |
| 197 | Senator Investment Group LP | $35.1M | 1,250,000 | +1,250,000 | new |
| 198 | TCTC Holdings, LLC | $34.6M | 1,233,510 | −2,051 | trim |
| 199 | IFM Investors Pty Ltd | $34.5M | 1,229,480 | +54,721 | add |
| 200 | Minneapolis Portfolio Management Group, LLC | $33.9M | 1,208,845 | +1,208,845 | new |
| 201 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $33.8M | 1,203,403 | −200,533 | trim |
| 202 | CORDA Investment Management, LLC. | $33.4M | 1,188,027 | +59,130 | add |
| 203 | WILSEY ASSET MANAGEMENT INC | $33.3M | 1,187,417 | −7,978 | trim |
| 204 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $33.3M | 1,186,035 | −2,572,047 | trim |
| 205 | CREDIT AGRICOLE S A | $33.3M | 1,186,021 | −1,920,775 | trim |
| 206 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $33.0M | 1,177,115 | −26,235 | trim |
| 207 | Beacon Pointe Advisors, LLC | $33.0M | 1,174,349 | +213,796 | add |
| 208 | Ruffer LLP | $32.4M | 1,149,753 | −174,343 | trim |
| 209 | MEYER HANDELMAN CO | $31.7M | 1,127,840 | −58,975 | trim |
| 210 | MML INVESTORS SERVICES, LLC | $31.0M | 1,102,413 | −278,633 | trim |
| 211 | SECTOR GAMMA AS | $30.6M | 1,091,385 | +231,846 | add |
| 212 | AMERICAN CENTURY COMPANIES INC | $30.5M | 1,087,523 | +94,795 | add |
| 213 | XPONANCE LLC | $30.4M | 1,083,790 | +131,534 | add |
| 214 | Walleye Capital LLC | $30.1M | 1,070,486 | +596,980 | add |
| 215 | SCOTIA CAPITAL INC. | $29.7M | 1,058,826 | −41,315 | trim |
| 216 | Gotham Asset Management, LLC | $29.5M | 1,051,942 | +176,238 | add |
| 217 | ALPS ADVISORS INC | $29.2M | 1,040,005 | −2,072 | trim |
| 218 | Nexus Investment Management ULC | $28.9M | 1,030,855 | +39,630 | add |
| 219 | Varma Mutual Pension Insurance Co | $28.7M | 1,022,063 | +60,000 | add |
| 220 | Empowered Funds, LLC | $28.6M | 1,017,739 | +1,017,739 | new |
| 221 | Sanctuary Advisors, LLC | $28.5M | 1,013,675 | +59,828 | add |
| 222 | Zurich Insurance Group Ltd/FI | $28.3M | 1,007,804 | +1,007,804 | new |
| 223 | OP Asset Management Ltd | $28.2M | 1,002,505 | — | no prior |
| 224 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $27.8M | 990,900 | +100,000 | add |
| 225 | Man Group plc | $27.7M | 986,121 | −1,539,479 | trim |
| 226 | Huber Capital Management LLC | $27.4M | 975,818 | +20,300 | add |
| 227 | Arnhold LLC | $27.3M | 971,797 | +12,000 | add |
| 228 | Daiwa Securities Group Inc. | $27.3M | 970,940 | +51,769 | add |
| 229 | USS Investment Management Ltd | $27.3M | 970,841 | +22,335 | add |
| 230 | Destination Wealth Management | $26.5M | 943,250 | +125,344 | add |
| 231 | MERCER GLOBAL ADVISORS INC /ADV | $26.3M | 935,224 | +126,172 | add |
| 232 | Americana Partners, LLC | $26.0M | 926,212 | +128,398 | add |
| 233 | Utah Retirement Systems | $25.9M | 923,644 | −14,980 | trim |
| 234 | Jefferies Financial Group Inc. | $25.9M | 923,320 | −306,961 | trim |
| 235 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $25.9M | 920,650 | +177,297 | add |
| 236 | Bank Julius Baer & Co. Ltd, Zurich | $25.7M | 913,851 | −14,678 | trim |
| 237 | GLENMEDE TRUST CO NA | $25.3M | 902,032 | −53,129 | trim |
| 238 | America First Investment Advisors, LLC | $25.2M | 898,150 | +63,336 | add |
| 239 | Advisors Asset Management, Inc. | $24.7M | 881,273 | −36,540 | trim |
| 240 | ProShare Advisors LLC | $24.3M | 863,798 | −291,331 | trim |
| 241 | Sumitomo Mitsui DS Asset Management Company, Ltd | $24.2M | 862,378 | +36,528 | add |
| 242 | QRG CAPITAL MANAGEMENT, INC. | $23.9M | 852,504 | +146,127 | add |
| 243 | Rakuten Investment Management, Inc. | $23.4M | 843,816 | +95,870 | add |
| 244 | AIA Group Ltd | $23.4M | 833,363 | +106,683 | add |
| 245 | OPPENHEIMER & CO INC | $23.4M | 831,613 | +136,995 | add |
| 246 | Wealthfront Advisers LLC | $23.1M | 824,349 | +134,523 | add |
| 247 | NEOS Investment Management LLC | $23.0M | 819,827 | +3,084 | add |
| 248 | ExodusPoint Capital Management, LP | $22.9M | 816,068 | −666,483 | trim |
| 249 | LGT Fund Management Co Ltd. | $22.7M | 808,804 | +765,044 | add |
| 250 | Ethic Inc. | $22.5M | 800,505 | +81,567 | add |
| 251 | ING GROEP NV | $22.5M | 799,842 | −47,041 | trim |
| 252 | GRIMES & Co WEALTH MANAGEMENT, LLC | $22.3M | 795,282 | +5,332 | add |
| 253 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $22.2M | 790,320 | +11,422 | add |
| 254 | Private Advisor Group, LLC | $22.2M | 789,052 | +7,340 | add |
| 255 | Saudi Central Bank | $22.1M | 788,582 | +207,514 | add |
| 256 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $22.0M | 783,617 | −225,257 | trim |
| 257 | Eurizon Capital SGR S.p.A. | $22.0M | 783,127 | −1,199,996 | trim |
| 258 | TORRAY INVESTMENT PARTNERS LLC | $21.8M | 776,455 | −27,116 | trim |
| 259 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $21.6M | 769,263 | −9,011 | trim |
| 260 | Capital International Sarl | $21.3M | 759,368 | +36,289 | add |
| 261 | Foster Victor Wealth Advisors, LLC | $21.3M | 785,655 | +89,704 | add |
| 262 | ASSETMARK, INC | $21.3M | 758,170 | −1,755,145 | trim |
| 263 | BROWN ADVISORY INC | $21.1M | 751,398 | −21,521 | trim |
| 264 | PRUDENTIAL PLC | $21.0M | 748,958 | +44,096 | add |
| 265 | FUKOKU MUTUAL LIFE INSURANCE CO | $20.9M | 744,012 | 0 | no change |
| 266 | Investment Management Corp of Ontario | $20.7M | 736,932 | +214,674 | add |
| 267 | &PARTNERS | $20.5M | 730,471 | +56,919 | add |
| 268 | NewEdge Advisors, LLC | $20.0M | 712,319 | +712,319 | new |
| 269 | Quilter Plc | $19.9M | 707,262 | −76,553 | trim |
| 270 | Vontobel Holding Ltd. | $19.8M | 706,645 | −194,932 | trim |
| 271 | EXCHANGE TRADED CONCEPTS, LLC | $19.7M | 702,391 | −399,587 | trim |
| 272 | COERENTE CAPITAL MANAGEMENT | $19.7M | 701,344 | +34,339 | add |
| 273 | Kepler Cheuvreux (Suisse) SA | $19.5M | 696,069 | +122,385 | add |
| 274 | GREAT LAKES ADVISORS, LLC | $19.5M | 693,490 | +173,207 | add |
| 275 | TD Waterhouse Canada Inc. | $19.3M | 677,398 | −97,894 | trim |
| 276 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $18.5M | 657,881 | +580,924 | add |
| 277 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $18.3M | 651,047 | −195 | trim |
| 278 | Pathstone Holdings, LLC | $17.8M | 635,026 | +65,951 | add |
| 279 | Allspring Global Investments Holdings, LLC | $17.7M | 620,597 | −241,954 | trim |
| 280 | Cresset Asset Management, LLC | $17.6M | 626,695 | −29,860 | trim |
| 281 | INTACT INVESTMENT MANAGEMENT INC. | $17.3M | 615,500 | −3,100 | trim |
| 282 | ASR Vermogensbeheer N.V. | $17.3M | 614,873 | +12,729 | add |
| 283 | BRADLEY FOSTER & SARGENT INC/CT | $17.2M | 614,017 | +13,128 | add |
| 284 | B. Metzler seel. Sohn & Co. AG | $17.0M | 606,068 | −33,571 | trim |
| 285 | Private Wealth Partners, LLC | $17.0M | 604,878 | +28,031 | add |
| 286 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $17.0M | 603,647 | −5,809 | trim |
| 287 | Vanguard Personalized Indexing Management, LLC | $16.8M | 598,547 | +71,903 | add |
| 288 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $16.8M | 598,214 | −1,808,379 | trim |
| 289 | GROUP ONE TRADING LLC | $16.6M | 592,233 | +432,806 | add |
| 290 | Pinnacle Financial Partners, Inc. | $16.6M | 590,527 | +20,296 | add |
| 291 | Avanza Fonder AB | $16.4M | 582,677 | −3,251 | trim |
| 292 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.3M | 579,162 | −13,119 | trim |
| 293 | VILLERE ST DENIS J & CO LLC | $16.1M | 574,968 | +70,613 | add |
| 294 | Elo Mutual Pension Insurance Co | $16.1M | 573,689 | −222,996 | trim |
| 295 | SBI Securities Co., Ltd. | $16.0M | 569,700 | +19,329 | add |
| 296 | YOUSIF CAPITAL MANAGEMENT, LLC | $15.8M | 563,326 | −12,770 | trim |
| 297 | Callahan Advisors, LLC | $15.8M | 562,533 | −65,185 | trim |
| 298 | Quinn Opportunity Partners LLC | $15.8M | 561,728 | 0 | no change |
| 299 | Longaeva Partners L.P. | $15.7M | 560,615 | +560,615 | new |
| 300 | M&G Plc | $15.3M | 546,673 | −30,507 | trim |
| 301 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $15.3M | 543,843 | −40,925 | trim |
| 302 | Illinois Municipal Retirement Fund | $15.2M | 539,823 | −49,920 | trim |
| 303 | Cyndeo Wealth Partners, LLC | $14.5M | 516,751 | +415,587 | add |
| 304 | Centiva Capital, LP | $14.5M | 515,495 | +243,137 | add |
| 305 | EVERGREEN CAPITAL MANAGEMENT LLC | $14.4M | 512,735 | +2,776 | add |
| 306 | WP Advisors, LLC | $14.3M | 509,121 | −17,222 | trim |
| 307 | GENERAL AMERICAN INVESTORS CO INC | $14.2M | 505,808 | 0 | no change |
| 308 | U.S. Capital Wealth Advisors, LLC | $14.0M | 500,221 | +13,606 | add |
| 309 | Quintet Private Bank (Europe) S.A. | $14.0M | 497,648 | −8,656 | trim |
| 310 | SKBA CAPITAL MANAGEMENT LLC | $13.9M | 495,750 | 0 | no change |
| 311 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $13.8M | 492,409 | +19,433 | add |
| 312 | BECKER CAPITAL MANAGEMENT INC | $13.8M | 490,446 | −29,445 | trim |
| 313 | AGF MANAGEMENT LTD | $13.7M | 489,503 | −212 | trim |
| 314 | QSM Asset Management Ltd | $13.7M | 491,638 | −15,205 | trim |
| 315 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $13.7M | 489,295 | +3,745 | add |
| 316 | Allworth Financial LP | $13.6M | 484,920 | +128,326 | add |
| 317 | KAHN BROTHERS GROUP INC | $13.6M | 484,733 | −69,217 | trim |
| 318 | MARTINGALE ASSET MANAGEMENT L P | $13.5M | 480,418 | +6,000 | add |
| 319 | Bell Bank | $13.3M | 472,862 | +27,212 | add |
| 320 | Steward Partners Investment Advisory, LLC | $13.3M | 472,519 | +2,274 | add |
| 321 | Concurrent Investment Advisors, LLC | $13.2M | 470,416 | +38,696 | add |
| 322 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $13.2M | 469,990 | −48,470 | trim |
| 323 | Mesirow Financial Investment Management, Inc. | $13.2M | 468,406 | +286,767 | add |
| 324 | IEQ CAPITAL, LLC | $13.1M | 466,278 | +145,582 | add |
| 325 | OLD NATIONAL BANCORP /IN/ | $13.1M | 466,061 | +55,288 | add |
| 326 | HM PAYSON & CO | $13.1M | 464,978 | +5,047 | add |
| 327 | THOMPSON INVESTMENT MANAGEMENT, INC. | $13.0M | 464,171 | +716 | add |
| 328 | Stockman Wealth Management, Inc. | $13.0M | 461,237 | +45,961 | add |
| 329 | SAPIENT CAPITAL LLC | $12.7M | 451,838 | −22,939 | trim |
| 330 | Waverly Advisors, LLC | $12.6M | 449,282 | +29,015 | add |
| 331 | Orion Porfolio Solutions, LLC | $12.5M | 446,491 | −58,759 | trim |
| 332 | Ally Financial Inc. | $12.5M | 446,000 | 0 | no change |
| 333 | DAVENPORT & Co LLC | $12.5M | 445,153 | +6,363 | add |
| 334 | Marble Harbor Investment Counsel, LLC | $12.5M | 445,070 | −878 | trim |
| 335 | Rafferty Asset Management, LLC | $12.5M | 444,718 | −176,499 | trim |
| 336 | FACTORY MUTUAL INSURANCE CO | $12.4M | 442,400 | +17,500 | add |
| 337 | Glenview Trust Co | $12.3M | 436,372 | +1,453 | add |
| 338 | FIRST FINANCIAL BANKSHARES INC | $12.2M | 433,584 | +61,763 | add |
| 339 | UniSuper Management Pty Ltd | $12.1M | 431,877 | +324 | add |
| 340 | CAPITAL INTERNATIONAL LTD /CA/ | $12.0M | 427,700 | +10,201 | add |
| 341 | ROCKLAND TRUST CO | $12.0M | 425,726 | +5,736 | add |
| 342 | Systematic Alpha Investments, LLC | $11.9M | 424,515 | 0 | no change |
| 343 | Vinva Investment Management Ltd | $11.9M | 428,099 | +22,628 | add |
| 344 | Capital Investment Advisors, LLC | $11.9M | 422,920 | −9,493 | trim |
| 345 | MAI Capital Management | $11.8M | 420,692 | +14,038 | add |
| 346 | Canada Post Corp Registered Pension Plan | $11.7M | 416,551 | +26,423 | add |
| 347 | Gilman Hill Asset Management, LLC | $11.6M | 414,018 | +14,864 | add |
| 348 | PINNACLE ASSOCIATES LTD | $11.6M | 413,133 | −31,221 | trim |
| 349 | Patrick Mauro Investment Advisor, INC. | $11.6M | 412,028 | −67,573 | trim |
| 350 | Philip James Wealth Mangement, LLC | $11.6M | 411,774 | +4,564 | add |
| 351 | Azimuth Capital Investment Management LLC | $11.3M | 401,847 | +20,888 | add |
| 352 | TECTONIC ADVISORS LLC | $11.2M | 400,600 | +25,422 | add |
| 353 | Intesa Sanpaolo S.p.A. | $11.1M | 396,480 | −1,323,463 | trim |
| 354 | Dakota Wealth Management | $11.1M | 394,216 | +29,262 | add |
| 355 | Regal Investment Advisors LLC | $10.9M | 387,317 | +20,784 | add |
| 356 | Haverford Trust Co | $10.9M | 387,129 | +84,941 | add |
| 357 | CONTINENTAL ADVISORS LLC | $10.9M | 386,438 | −14,500 | trim |
| 358 | Compagnie Lombard Odier SCmA | $10.7M | 381,061 | −5,164 | trim |
| 359 | Capital International, Inc./CA/ | $10.5M | 374,286 | +21,130 | add |
| 360 | Cambria Investment Management, L.P. | $10.5M | 373,893 | +6,465 | add |
| 361 | Northwest & Ethical Investments L.P. | $10.4M | 370,572 | −45,490 | trim |
| 362 | CAISSE DES DEPOTS ET CONSIGNATIONS | $10.2M | 361,491 | +9,914 | add |
| 363 | World Investment Advisors | $10.1M | 358,963 | −38,989 | trim |
| 364 | Aptus Capital Advisors, LLC | $10.1M | 358,846 | +206,642 | add |
| 365 | BOURGEON CAPITAL MANAGEMENT LLC | $10.0M | 355,167 | +341,896 | add |
| 366 | ADVOCATE GROUP LLC | $10.0M | 355,052 | +6,553 | add |
| 367 | Sequoia Financial Advisors, LLC | $9.9M | 354,125 | +15,289 | add |
| 368 | Boothe Investment Group, Inc. | $9.9M | 351,085 | +7,175 | add |
| 369 | Atria Investments, Inc | $9.8M | 348,421 | −8,366 | trim |
| 370 | HOURGLASS CAPITAL, LLC | $9.8M | 347,598 | −90,550 | trim |
| 371 | WELCH & FORBES LLC | $9.7M | 346,584 | −9,079 | trim |
| 372 | STEPHENS INC /AR/ | $9.7M | 343,425 | +16,157 | add |
| 373 | HB Wealth Management, LLC | $9.7M | 343,989 | +15,142 | add |
| 374 | MIZUHO SECURITIES USA LLC | $9.7M | 343,726 | −70,270 | trim |
| 375 | Fisher Funds Management LTD | $9.6M | 343,247 | −57,887 | trim |
| 376 | Adams Asset Advisors, LLC | $9.6M | 341,545 | +384 | add |
| 377 | LAZARD ASSET MANAGEMENT LLC | $9.6M | 340,255 | −1,500,673 | trim |
| 378 | Torrey Growth & Income Advisors | $9.3M | 332,667 | +18,667 | add |
| 379 | Cardinal Point Capital Management ULC | $9.2M | 329,107 | +5,450 | add |
| 380 | Norinchukin Bank, The | $9.2M | 328,881 | +790 | add |
| 381 | HARTFORD INVESTMENT MANAGEMENT CO | $9.1M | 323,756 | −4,452 | trim |
| 382 | ELEVATION POINT WEALTH PARTNERS, LLC | $8.9M | 318,584 | +275,671 | add |
| 383 | Vestmark Advisory Solutions, Inc. | $8.9M | 318,106 | +276,646 | add |
| 384 | Socorro Asset Management LP | $8.8M | 315,112 | −66,114 | trim |
| 385 | ABN AMRO INVESTMENT SOLUTIONS | $8.8M | 313,794 | +33,262 | add |
| 386 | OPPENHEIMER ASSET MANAGEMENT INC. | $8.8M | 312,438 | +143,664 | add |
| 387 | CENTRAL TRUST Co | $8.7M | 308,862 | −5,626 | trim |
| 388 | Lido Advisors, LLC | $8.7M | 308,133 | −141,542 | trim |
| 389 | OMERS ADMINISTRATION Corp | $8.6M | 307,296 | +25,362 | add |
| 390 | Bank Pictet & Cie (Europe) AG | $8.5M | 303,202 | +303,202 | new |
| 391 | Beacon Harbor Wealth Advisors, Inc. | $8.5M | 302,840 | +194,544 | add |
| 392 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.5M | 301,876 | −29,865 | trim |
| 393 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $8.5M | 301,435 | 0 | no change |
| 394 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $8.5M | 301,402 | +301,402 | new |
| 395 | SteelPeak Wealth, LLC | $8.4M | 299,943 | −44,123 | trim |
| 396 | GFS Advisors, LLC | $8.4M | 299,716 | −95,595 | trim |
| 397 | Y-Intercept (Hong Kong) Ltd | $8.4M | 299,137 | +177,627 | add |
| 398 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $8.4M | 297,962 | −41,219 | trim |
| 399 | PFG Investments, LLC | $8.3M | 297,364 | −13,406 | trim |
| 400 | Corecam Pte. Ltd. | $8.3M | 295,930 | +6,300 | add |
| 401 | Moors & Cabot, Inc. | $8.3M | 294,767 | +12,344 | add |
| 402 | FIDUCIARY TRUST CO | $8.3M | 294,379 | −3,787 | trim |
| 403 | ADELL HARRIMAN & CARPENTER INC | $8.2M | 291,128 | +18,230 | add |
| 404 | Addenda Capital Inc. | $8.2M | 290,800 | 0 | no change |
| 405 | KANAWHA CAPITAL MANAGEMENT LLC | $8.2M | 290,585 | +25,442 | add |
| 406 | 1834 INVESTMENT ADVISORS CO | $8.1M | 287,695 | +9,408 | add |
| 407 | Maryland State Retirement & Pension System | $8.0M | 285,059 | +1,667 | add |
| 408 | OneDigital Investment Advisors LLC | $8.0M | 283,706 | −8,492 | trim |
| 409 | CITIZENS FINANCIAL GROUP INC/RI | $8.0M | 283,183 | −182,415 | trim |
| 410 | Edgemoor Investment Advisors, Inc. | $7.9M | 282,832 | +14,902 | add |
| 411 | Brookstone Capital Management | $7.9M | 280,279 | +9,762 | add |
| 412 | EVERETT HARRIS & CO /CA/ | $7.9M | 280,174 | +10,509 | add |
| 413 | WOODMONT INVESTMENT COUNSEL LLC | $7.8M | 278,391 | +11,490 | add |
| 414 | Lifeworks Advisors, LLC | $7.8M | 277,542 | −10,845 | trim |
| 415 | Equitable Holdings, Inc. | $7.7M | 297,003 | +100,098 | add |
| 416 | XTX Topco Ltd | $7.7M | 275,144 | −67,231 | trim |
| 417 | Morningstar Investment Management LLC | $7.7M | 274,915 | +17,033 | add |
| 418 | Stamos Capital Partners, L.P. | $7.7M | 273,784 | −42,526 | trim |
| 419 | Bragg Financial Advisors, Inc | $7.7M | 273,539 | −12,836 | trim |
| 420 | RWA WEALTH PARTNERS, LLC | $7.5M | 265,862 | +35,777 | add |
| 421 | 1832 Asset Management L.P. | $7.5M | 265,437 | +1,067 | add |
| 422 | WealthTrust Axiom LLC | $7.2M | 258,107 | +17,892 | add |
| 423 | Bellecapital International Ltd. | $7.2M | 256,482 | +15,307 | add |
| 424 | MONEY CONCEPTS CAPITAL CORP | $7.1M | 254,239 | +5,306 | add |
| 425 | WESTPAC BANKING CORP | $7.1M | 253,485 | +38,405 | add |
| 426 | Merit Financial Group, LLC | $7.1M | 251,466 | +9,814 | add |
| 427 | Caprock Group, LLC | $7.0M | 250,656 | +49,447 | add |
| 428 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $7.0M | 248,971 | −147,824 | trim |
| 429 | Cutler Capital Management, LLC | $7.0M | 248,771 | −960 | trim |
| 430 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.0M | 248,210 | +248,210 | new |
| 431 | Cannell & Spears LLC | $7.0M | 248,062 | −23,136 | trim |
| 432 | Keystone Financial Planning, Inc. | $6.9M | 246,382 | 0 | no change |
| 433 | Andra AP-fonden | $6.9M | 245,573 | −771,627 | trim |
| 434 | Marex Group Ltd | $6.9M | 245,068 | +29,486 | add |
| 435 | Round Hill Asset Management | $6.9M | 244,914 | −2,350 | trim |
| 436 | PARSONS CAPITAL MANAGEMENT INC/RI | $6.8M | 243,066 | +106,825 | add |
| 437 | Dai-ichi Life Insurance Company, Ltd | $6.8M | 242,836 | +19,771 | add |
| 438 | Madison Asset Management, LLC | $6.8M | 242,132 | 0 | no change |
| 439 | GREENLEAF TRUST | $6.8M | 241,278 | +12,470 | add |
| 440 | Avantax Planning Partners, Inc. | $6.8M | 241,169 | −12,717 | trim |
| 441 | LBP AM SA | $6.7M | 239,207 | −777,456 | trim |
| 442 | LOWE BROCKENBROUGH & CO INC | $6.7M | 238,855 | +29,130 | add |
| 443 | Clearstead Advisors, LLC | $6.7M | 238,278 | +53,242 | add |
| 444 | Blume Capital Management, Inc. | $6.7M | 238,095 | +9,790 | add |
| 445 | Monte Financial Group, LLC | $6.7M | 237,227 | −3,061 | trim |
| 446 | EP Wealth Advisors, LLC | $6.7M | 237,118 | −21,616 | trim |
| 447 | REGIONS FINANCIAL CORP | $6.7M | 236,894 | −11,022 | trim |
| 448 | Mutual Advisors, LLC | $6.6M | 234,859 | −8,967 | trim |
| 449 | KWMG, LLC | $6.6M | 233,654 | +9,051 | add |
| 450 | MUFG Securities EMEA plc | $6.5M | 233,159 | 0 | no change |
| 451 | HENNESSY ADVISORS INC | $6.5M | 233,100 | +39,000 | add |
| 452 | Raab & Moskowitz Asset Management LLC | $6.5M | 232,244 | −8,720 | trim |
| 453 | AG2R LA MONDIALE GESTION D'ACTIFS | $6.5M | 231,059 | +3,059 | add |
| 454 | Composition Wealth, LLC | $6.4M | 228,295 | −6,508 | trim |
| 455 | Midwest Trust Co | $6.4M | 227,981 | −1,916 | trim |
| 456 | Independent Advisor Alliance | $6.4M | 227,768 | +250 | add |
| 457 | Diversified Trust Co | $6.4M | 226,198 | +73,131 | add |
| 458 | HUNTINGTON NATIONAL BANK | $6.4M | 226,162 | +226,162 | new |
| 459 | CI INVESTMENTS INC. | $6.3M | 225,169 | −28,597 | trim |
| 460 | Baugh & Associates, LLC | $6.3M | 225,017 | +12,727 | add |
| 461 | Private Advisory Group LLC | $6.3M | 224,441 | +224,441 | new |
| 462 | Siemens Fonds Invest GmbH | $6.3M | 223,804 | +9,407 | add |
| 463 | Walleye Trading LLC | $6.3M | 223,265 | +223,265 | new |
| 464 | Kingsview Wealth Management, LLC | $6.2M | 221,263 | +4,848 | add |
| 465 | BCWM, LLC | $6.2M | 219,730 | +20,052 | add |
| 466 | Lombard Odier Asset Management (Switzerland) SA | $6.2M | 219,693 | +34,500 | add |
| 467 | Summit Trail Advisors, LLC | $6.1M | 218,158 | −7,532 | trim |
| 468 | Yelin Lapidot Holdings Management Ltd. | $6.0M | 215,000 | −65,301 | trim |
| 469 | Emerald Investment Advisers, LLC | $6.0M | 214,657 | — | no prior |
| 470 | Linscomb Wealth, Inc. | $6.0M | 214,294 | −43,032 | trim |
| 471 | JOHN G ULLMAN & ASSOCIATES INC | $6.0M | 214,087 | +8,022 | add |
| 472 | Alpha Omega Wealth Management LLC | $6.0M | 212,638 | +8,529 | add |
| 473 | TWO SIGMA INVESTMENTS, LP | $6.0M | 212,100 | −1,856,008 | trim |
| 474 | Stratos Wealth Partners, LTD. | $5.9M | 211,504 | −1,857 | trim |
| 475 | Qsemble Capital Management, LP | $5.9M | 211,117 | +105,926 | add |
| 476 | Te Ahumairangi Investment Management Ltd | $5.9M | 211,112 | +323 | add |
| 477 | Humankind Investments LLC | $5.9M | 211,000 | +211,000 | new |
| 478 | RITHOLTZ WEALTH MANAGEMENT | $5.9M | 209,124 | +30,643 | add |
| 479 | Generali Asset Management SPA SGR | $5.8M | 206,394 | −118,944 | trim |
| 480 | Catherine Avery Investment Management LLC | $5.8M | 205,820 | +53,343 | add |
| 481 | Chesley Taft & Associates LLC | $5.7M | 203,828 | −4,729 | trim |
| 482 | BENJAMIN EDWARDS INC | $5.7M | 202,460 | +53,280 | add |
| 483 | Union Bancaire Privee, UBP SA | $5.7M | 168,297 | +6,367 | add |
| 484 | Capital Investment Advisory Services, LLC | $5.7M | 201,622 | −5,371 | trim |
| 485 | Financiere des Professionnels - Fonds d'investissement inc. | $5.6M | 201,100 | −257,113 | trim |
| 486 | TOWNSQUARE CAPITAL LLC | $5.6M | 200,395 | +67,796 | add |
| 487 | E. Ohman J:or Asset Management AB | $5.6M | 199,117 | +58,500 | add |
| 488 | Edgestream Partners, L.P. | $5.6M | 198,509 | +63,019 | add |
| 489 | Stablepoint Partners, LLC | $5.6M | 198,246 | +32,318 | add |
| 490 | JT Stratford LLC | $5.6M | 197,874 | +30,833 | add |
| 491 | Columbia Asset Management | $5.5M | 194,260 | +1,698 | add |
| 492 | Wilmington Savings Fund Society, FSB | $5.4M | 194,065 | −14,315 | trim |
| 493 | Savant Capital, LLC | $5.4M | 194,065 | +32,573 | add |
| 494 | Vise Technologies, Inc. | $5.4M | 217,605 | 0 | no change |
| 495 | AXXCESS WEALTH MANAGEMENT, LLC | $5.4M | 192,953 | −17,222 | trim |
| 496 | Taproot Management LP | $5.4M | 192,873 | +192,873 | new |
| 497 | Cumberland Partners Ltd | $5.4M | 191,855 | +61,285 | add |
| 498 | LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | $5.4M | 190,858 | −1,913 | trim |
| 499 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $5.4M | 190,800 | +1,935 | add |
| 500 | NEW ENGLAND ASSET MANAGEMENT INC | $5.4M | 190,648 | 0 | no change |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Congress ↔ notable managers · PFE
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 0 — —
- Sellers
- 4 Tommy Tuberville R–AL, Alan Armstrong R–OK, Carol D. Miller R–WV-1, Michael A. Rulli R–OH-6 $96K–$265K
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 2 Gotham Asset Management, Fairfax Financial $57.4M held
- Trimming
- 1 Caxton Associates $0 held
new + add vs trim + exit, by shares · $ = reported value now, not the change · PFIZER INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-08-13 | Carol D. Miller Congress | Sale | $15K–$50K |
| 2026-08-07 | Michael A. Rulli Congress | Sale | $1K–$15K |
| 2026-08-05 | Tommy Tuberville Congress | Sale | $15K–$50K |
| 2026-07-21 | Alan Armstrong Congress | Sale | $50K–$100K |
| 2026-07-16 | Tommy Tuberville Congress | Sale | $15K–$50K |
| 2026-05-15 | Gotham Asset Management 13F | add | +176,238 sh |
| 2026-05-15 | Fairfax Financial 13F | add | +100,000 sh |
| 2026-05-14 | Caxton Associates 13F | exit | −102,241 sh |
8 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade
69 members of Congress disclosed PFE — the congressional view ↗