Who holds SAPticker 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 ↗

SAP SE · SPON ADR · quarter ended 2026-03-31 · 16 members disclosed SAP ↗

595

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

$10.4B

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

313

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

143

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SAP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	EAGLE CAPITAL MANAGEMENT LLC	$1.3B	7,848,603	+3,705,173	add
2	FMR LLC	$1.1B	6,581,080	−209,633	trim
3	Capital International Investors	$854M	5,011,856	+1,425,076	add
4	D. E. Shaw & Co., Inc.	$729M	4,256,672	+1,955,594	add
5	MORGAN STANLEY	$619M	3,616,017	−65,421	trim
6	WINDACRE PARTNERSHIP LLC	$473M	2,762,125	+311,000	add
7	BANK OF AMERICA CORP /DE/	$346M	2,018,383	+276,263	add
8	NORTHERN TRUST CORP	$245M	1,429,828	−71,730	trim
9	UBS Group AG	$236M	1,378,513	+1,054,165	add
10	BlackRock, Inc.	$197M	1,153,096	−69,519	trim
11	Quadrature Capital Ltd	$196M	1,147,405	+803,214	add
12	Tidal Investments LLC	$173M	1,024,724	+1,003,719	add
13	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$153M	894,797	+894,245	add
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$151M	880,212	+880,212	new
15	WCM INVESTMENT MANAGEMENT, LLC	$140M	833,584	−286,149	trim
16	Ruane, Cunniff & Goldfarb L.P.	$128M	749,909	+703,982	add
17	WELLS FARGO & COMPANY/MN	$122M	715,143	−1,083	trim
18	JANE STREET GROUP, LLC	$120M	702,777	+617,679	add
19	ROYAL BANK OF CANADA	$120M	701,895	−14,789	trim
20	ENVESTNET ASSET MANAGEMENT INC	$120M	701,062	−28,814	trim
21	PRINCIPAL FINANCIAL GROUP INC	$94.3M	550,531	+179,040	add
22	Connor, Clark & Lunn Investment Management Ltd.	$91.4M	533,732	+392,022	add
23	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$89.2M	520,926	+417,671	add
24	BRANDES INVESTMENT PARTNERS, LP	$79.7M	465,756	+236,302	add
25	CAUSEWAY CAPITAL MANAGEMENT LLC	$78.1M	456,005	+205,257	add
26	MENORA MIVTACHIM HOLDINGS LTD.	$77.7M	453,650	+453,650	new
27	TWO SIGMA INVESTMENTS, LP	$76.3M	445,436	+365,026	add
28	BROWN ADVISORY INC	$73.1M	427,152	+421,791	add
29	TD ASSET MANAGEMENT INC	$65.1M	380,246	−9,770	trim
30	CRAWFORD INVESTMENT COUNSEL INC	$63.9M	373,176	+6,294	add
31	HARDING LOEVNER LP	$61.5M	359,225	−27,668	trim
32	CITADEL ADVISORS LLC	$58.1M	339,207	+219,777	add
33	CIBC Bancorp USA Inc.	$54.9M	320,121	—	no prior
34	Aviso Financial Inc.	$51.1M	298,377	+11,511	add
35	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$47.4M	228,455	+18,733	add
36	FIRST TRUST ADVISORS LP	$45.7M	267,076	+22,222	add
37	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$43.9M	256,495	+256,495	new
38	RAYMOND JAMES FINANCIAL INC	$42.2M	246,552	−110,158	trim
39	NewEdge Advisors, LLC	$36.6M	213,482	+213,482	new
40	AMF Tjanstepension AB	$33.5M	195,895	+5,584	add
41	Clearbridge Investments, LLC	$32.4M	189,173	−354,748	trim
42	1832 Asset Management L.P.	$31.0M	180,926	−207	trim
43	SEI INVESTMENTS CO	$30.6M	178,975	−56,284	trim
44	BECKER CAPITAL MANAGEMENT INC	$29.7M	173,354	+1,309	add
45	DEPRINCE RACE & ZOLLO INC	$27.7M	161,950	+161,950	new
46	STIFEL FINANCIAL CORP	$26.8M	156,796	+2,068	add
47	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$26.5M	154,861	+13,905	add
48	HSBC HOLDINGS PLC	$26.4M	154,570	+151,428	add
49	Petrus Trust Company, LTA	$26.1M	152,542	0	no change
50	AMERICAN CENTURY COMPANIES INC	$25.2M	147,164	+26,801	add
51	Quantinno Capital Management LP	$24.6M	143,889	+12,361	add
52	CIDEL ASSET MANAGEMENT INC	$24.6M	143,756	+15,854	add
53	Cerity Partners LLC	$23.9M	139,770	+15,371	add
54	TUDOR INVESTMENT CORP ET AL	$23.8M	138,812	+112,493	add
55	COERENTE CAPITAL MANAGEMENT	$23.6M	137,685	+21,630	add
56	Pathstone Holdings, LLC	$22.2M	129,408	+32,318	add
57	Creative Planning	$22.0M	128,571	+1,270	add
58	LPL Financial LLC	$21.6M	126,087	−820	trim
59	MARSICO CAPITAL MANAGEMENT LLC	$21.5M	125,302	+6,468	add
60	Y-Intercept (Hong Kong) Ltd	$21.0M	122,505	+122,505	new
61	Aberdeen Group plc	$20.4M	119,229	+119,229	new
62	Vident Advisory, LLC	$20.3M	118,425	+100,612	add
63	BANK OF MONTREAL /CAN/	$19.6M	114,420	−16,919	trim
64	Aquatic Capital Management LLC	$18.2M	106,141	+87,379	add
65	Capital International, Inc./CA/	$17.9M	104,811	+46,111	add
66	AQR CAPITAL MANAGEMENT LLC	$17.5M	102,239	+59,169	add
67	THORNBURG INVESTMENT MANAGEMENT INC	$17.4M	101,507	+82,269	add
68	Obermeyer Wealth Partners	$17.4M	101,445	−4,888	trim
69	Grantham, Mayo, Van Otterloo & Co. LLC	$17.3M	100,987	+24,538	add
70	US BANCORP \DE\	$16.8M	97,947	−10,558	trim
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$16.7M	97,589	+90,015	add
72	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$15.7M	91,591	−10,284	trim
73	HighTower Advisors, LLC	$15.5M	90,304	+7,988	add
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$15.4M	89,919	+49,055	add
75	Dash Acquisitions Inc.	$14.5M	81,128	+2,248	add
76	TB Capital Gestao de Recursos Ltda.	$13.3M	77,681	+77,681	new
77	Crossmark Global Holdings, Inc.	$13.1M	76,364	—	no prior
78	ASSETMARK, INC	$12.5M	73,292	+9,674	add
79	SCOTIA CAPITAL INC.	$12.3M	72,082	+903	add
80	WELLINGTON MANAGEMENT GROUP LLP	$11.7M	68,431	−217,779	trim
81	FORA Capital, LLC	$11.4M	66,690	+48,491	add
82	POLEN CAPITAL MANAGEMENT LLC	$11.4M	66,674	−166,658	trim
83	Value Partners Investments Inc.	$11.0M	63,946	+21,904	add
84	QRG CAPITAL MANAGEMENT, INC.	$10.5M	61,053	+2,112	add
85	NorthCrest Asset Manangement, LLC	$10.4M	60,802	−21,931	trim
86	DIMENSIONAL FUND ADVISORS LP	$10.3M	60,052	−12,640	trim
87	Hudson Bay Capital Management LP	$10.3M	60,000	+60,000	new
88	CAMBIAR INVESTORS LLC	$10.0M	58,401	+6,604	add
89	Alphadyne Asset Management LP	$9.9M	57,804	+57,804	new
90	Cetera Investment Advisers	$9.9M	57,722	−9,800	trim
91	Allspring Global Investments Holdings, LLC	$9.6M	56,207	−34,498	trim
92	MERCER GLOBAL ADVISORS INC /ADV	$9.6M	56,013	+1,879	add
93	Vestmark Advisory Solutions, Inc.	$9.1M	53,278	+10,155	add
94	OPPENHEIMER ASSET MANAGEMENT INC.	$8.9M	51,996	+3,878	add
95	Invesco Ltd.	$8.7M	50,838	+9,377	add
96	Foresight Global Investors, Inc.	$8.7M	50,825	+12,012	add
97	Mariner, LLC	$8.7M	50,740	+390	add
98	Guardian Partners Inc.	$8.6M	50,264	+654	add
99	Brooklyn Investment Group	$8.6M	50,190	+14,091	add
100	Vanguard Personalized Indexing Management, LLC	$8.4M	48,936	−2,741	trim
101	JENNISON ASSOCIATES LLC	$8.3M	48,323	−104,033	trim
102	Focus Partners Wealth	$8.2M	47,813	+4,694	add
103	Federation des caisses Desjardins du Quebec	$8.0M	47,010	+6,108	add
104	TD Waterhouse Canada Inc.	$8.0M	46,904	+42,926	add
105	TRUIST FINANCIAL CORP	$7.8M	45,774	+762	add
106	Callan Family Office, LLC	$7.6M	44,460	+2,825	add
107	Bulltick Wealth Management, LLC	$7.5M	43,998	+31,220	add
108	RWA WEALTH PARTNERS, LLC	$7.4M	43,461	+1,543	add
109	PEAK6 LLC	$7.2M	41,859	+41,859	new
110	&PARTNERS	$6.9M	40,244	+5,554	add
111	MML INVESTORS SERVICES, LLC	$6.4M	37,404	−21,888	trim
112	NAPLES GLOBAL ADVISORS, LLC	$6.3M	36,552	+5,596	add
113	Laird Norton Wetherby Trust Company, LLC	$6.1M	35,472	−1,079	trim
114	NATIONAL BANK OF CANADA /FI/	$5.9M	34,319	+2,473	add
115	Delta Investment Management, LLC	$5.7M	33,134	+33,134	new
116	Vise Technologies, Inc.	$5.6M	23,179	0	no change
117	CIBC Asset Management Inc	$5.5M	32,559	+1,155	add
118	FULTON BREAKEFIELD BROENNIMAN LLC	$5.5M	31,993	−2,398	trim
119	CITIGROUP INC	$5.4M	31,405	−13,058	trim
120	HARBER ASSET MANAGEMENT LLC	$5.4M	31,268	+31,268	new
121	M&T BANK CORP	$5.3M	30,922	−10,442	trim
122	CIBC WORLD MARKET INC.	$5.1M	29,623	−39,727	trim
123	Sanctuary Advisors, LLC	$4.9M	28,476	−827	trim
124	Moran Wealth Management, LLC	$4.8M	27,971	+6,498	add
125	FRANKLIN RESOURCES INC	$4.7M	27,617	−15,761	trim
126	QUADRANT CAPITAL GROUP LLC	$4.7M	27,229	−5,254	trim
127	Walleye Trading LLC	$4.6M	27,154	+24,203	add
128	DEUTSCHE BANK AG\	$4.6M	27,060	−122,414	trim
129	Bleakley Financial Group, LLC	$4.6M	26,720	+3,709	add
130	Corient Private Wealth LLC	$4.6M	27,030	−47,156	trim
131	Rockefeller Capital Management L.P.	$4.5M	26,361	+4,190	add
132	LOWE BROCKENBROUGH & CO INC	$4.4M	25,991	−2,580	trim
133	RITHOLTZ WEALTH MANAGEMENT	$4.2M	24,472	−3,046	trim
134	Hollow Brook Wealth Management LLC	$4.2M	24,360	+5,310	add
135	NIA IMPACT ADVISORS, LLC	$4.1M	23,861	−649	trim
136	Skye Global Management LP	$4.0M	23,200	+23,200	new
137	OSAIC HOLDINGS, INC.	$3.9M	22,947	+5,820	add
138	Timber Creek Capital Management LLC	$3.9M	22,741	+1,243	add
139	Capital Investment Counsel, Inc	$3.8M	22,460	−200	trim
140	EAGLE GLOBAL ADVISORS LLC	$3.7M	21,410	−265	trim
141	Atria Investments, Inc	$3.6M	21,248	−1,290	trim
142	Walleye Capital LLC	$3.6M	20,919	−20,949	trim
143	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.5M	81,248	+51,931	add
144	IEQ CAPITAL, LLC	$3.5M	20,399	+3,129	add
145	NewEdge Wealth, LLC	$3.5M	20,193	+1,316	add
146	SIGNATUREFD, LLC	$3.3M	19,563	−787	trim
147	Aperture Investors, LLC	$3.3M	19,441	0	no change
148	FACTORY MUTUAL INSURANCE CO	$3.3M	19,324	0	no change
149	DIVIDEND ASSETS CAPITAL, LLC	$3.3M	19,308	−1,366	trim
150	Naviter Wealth, LLC	$3.3M	19,113	+138	add
151	MILLENNIUM MANAGEMENT LLC	$3.3M	19,046	−378,278	trim
152	LAZARD ASSET MANAGEMENT LLC	$3.2M	18,554	+493	add
153	Sequoia Financial Advisors, LLC	$3.1M	18,091	+6,763	add
154	EVENTIDE ASSET MANAGEMENT, LLC	$3.1M	18,154	+6,033	add
155	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.1M	17,939	−467	trim
156	Prosperity Consulting Group, LLC	$3.1M	17,845	−807	trim
157	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$3.1M	17,840	+17,840	new
158	Journey Advisory Group, LLC	$3.0M	17,713	+16,068	add
159	EXENCIAL WEALTH ADVISORS, LLC	$2.9M	17,223	+4,780	add
160	Caprock Group, LLC	$2.9M	16,944	−1,051	trim
161	Squarepoint Ops LLC	$2.9M	16,732	+11,402	add
162	COMMONWEALTH EQUITY SERVICES, LLC	$2.8M	16,593	+1,416	add
163	JCIC Asset Management Inc.	$2.8M	16,378	+913	add
164	EVERGREEN CAPITAL MANAGEMENT LLC	$2.8M	16,275	−8,737	trim
165	ELEVATION POINT WEALTH PARTNERS, LLC	$2.8M	16,201	+12,598	add
166	Orion Porfolio Solutions, LLC	$2.8M	16,180	−14,945	trim
167	CHOREO, LLC	$2.7M	16,036	−1,637	trim
168	Lido Advisors, LLC	$2.7M	15,901	−7,188	trim
169	ALLIANCEBERNSTEIN L.P.	$2.7M	11,086	−9,416	trim
170	Select Equity Group, L.P.	$2.6M	15,393	+15,393	new
171	KEYBANK NATIONAL ASSOCIATION/OH	$2.6M	15,071	+6,427	add
172	Advisors Asset Management, Inc.	$2.6M	15,070	+783	add
173	HOWARD HUGHES MEDICAL INSTITUTE	$2.5M	14,868	+14,868	new
174	Pinnacle Financial Partners, Inc.	$2.5M	14,810	−732	trim
175	Capital World Investors	$2.5M	14,877	−8,591	trim
176	Atlantic Union Bankshares Corp	$2.5M	14,349	+2,418	add
177	Legacy Wealth Asset Management, LLC	$2.5M	14,340	+5,011	add
178	XTX Topco Ltd	$2.5M	14,326	+3,196	add
179	DARA CAPITAL US, INC.	$2.4M	14,304	+547	add
180	Nuveen, LLC	$2.4M	14,302	−231	trim
181	HB Wealth Management, LLC	$2.4M	14,030	+1,902	add
182	Qube Research & Technologies Ltd	$2.3M	13,566	−53,469	trim
183	BAILARD, INC.	$2.3M	13,307	−188	trim
184	Hennion & Walsh Asset Management, Inc.	$2.2M	13,122	+3,692	add
185	PRIMECAP MANAGEMENT CO/CA/	$2.2M	13,000	+2,000	add
186	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.2M	12,826	+8,193	add
187	SIG BROKERAGE, LP	$2.2M	12,571	+12,571	new
188	BENJAMIN EDWARDS INC	$2.1M	12,443	−1,094	trim
189	Acumen Wealth Advisors, LLC	$2.1M	12,387	−6,607	trim
190	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.1M	12,373	+44	add
191	Perigon Wealth Management, LLC	$2.1M	12,190	−3,711	trim
192	STATE STREET CORP	$2.1M	12,178	0	no change
193	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$2.1M	12,172	−1,252	trim
194	Aaron Wealth Advisors LLC	$2.1M	12,165	+1,839	add
195	PRINCIPAL SECURITIES, INC.	$2.1M	12,013	+1,069	add
196	Burkett Asset Management Ltd	$2.0M	11,590	+567	add
197	Alaethes Wealth, LLC	$1.9M	11,091	+128	add
198	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.9M	10,950	+10,950	new
199	HANCOCK WHITNEY CORP	$1.9M	10,983	+8,938	add
200	Summit Trail Advisors, LLC	$1.9M	10,913	+8,350	add
201	GeoWealth Management, LLC	$1.9M	10,860	+4,109	add
202	Woodline Partners LP	$1.8M	10,768	+10,768	new
203	National Philanthropic Trust	$1.8M	10,269	—	no prior
204	Frank, Rimerman Advisors LLC	$1.7M	10,182	−31	trim
205	GC Wealth Management RIA, LLC	$1.7M	9,970	+3,859	add
206	Qtron Investments LLC	$1.7M	9,709	−2	trim
207	Twin Tree Management, LP	$1.6M	9,618	−20,276	trim
208	Sendero Wealth Management, LLC	$1.6M	9,557	+4,543	add
209	First Affirmative Financial Network	$1.6M	9,383	—	no prior
210	KING LUTHER CAPITAL MANAGEMENT CORP	$1.6M	9,370	+7,471	add
211	Prospera Financial Services Inc	$1.6M	9,325	+161	add
212	PCM Encore, LLC	$1.6M	9,210	+204	add
213	Dorsey & Whitney Trust CO LLC	$1.6M	9,060	−102	trim
214	CHIRON CAPITAL MANAGEMENT, LLC	$1.5M	9,009	—	no prior
215	COLDSTREAM CAPITAL MANAGEMENT INC	$1.5M	8,811	−1,225	trim
216	Cresset Asset Management, LLC	$1.5M	8,620	+943	add
217	Aptus Capital Advisors, LLC	$1.5M	8,607	−490	trim
218	Permanens Capital L.P.	$1.5M	8,494	+959	add
219	Smartleaf Asset Management LLC	$1.4M	8,553	−700	trim
220	FEDERATED HERMES, INC.	$1.4M	8,325	−5,560	trim
221	Pacific Capital Partners Ltd	$1.4M	8,300	+8,300	new
222	WINTON GROUP Ltd	$1.4M	8,120	+8,120	new
223	Compound Planning, Inc.	$1.4M	8,039	−3,442	trim
224	Beacon Pointe Advisors, LLC	$1.4M	8,015	+4,911	add
225	Concurrent Investment Advisors, LLC	$1.4M	7,993	+766	add
226	Ballentine Partners, LLC	$1.4M	7,972	+531	add
227	Advisors Capital Management, LLC	$1.4M	7,965	+515	add
228	Merit Financial Group, LLC	$1.4M	7,892	+1,080	add
229	Cornerstone Planning, LLC	$1.3M	7,765	+7,765	new
230	Stablepoint Partners, LLC	$1.3M	7,702	+1,722	add
231	SevenBridge Financial Group, LLC	$1.3M	7,293	−365	trim
232	BURNEY CO/	$1.2M	7,252	−162	trim
233	Snowden Capital Advisors LLC	$1.2M	7,083	−1,406	trim
234	Steward Partners Investment Advisory, LLC	$1.2M	7,019	+2,571	add
235	NATIXIS	$1.2M	6,867	+3,377	add
236	denkapparat Operations GmbH	$1.2M	6,746	+6,746	new
237	Pinnacle Wealth Planning Services, Inc.	$1.2M	6,723	+694	add
238	SALT Holding Corp.	$1.1M	6,632	+400	add
239	Ridgewood Investments LLC	$1.1M	6,566	—	no prior
240	Daiwa Securities Group Inc.	$1.1M	6,452	+709	add
241	Capital Research Global Investors	$1.1M	6,388	−14,368	trim
242	YHB Investment Advisors, Inc.	$1.1M	6,169	+2,938	add
243	Palogic Value Management, L.P.	$1.1M	6,159	+40	add
244	Checchi Capital Advisers, LLC	$1.0M	6,059	+59	add
245	May Hill Capital, LLC	$997K	5,824	−890	trim
246	GFS Advisors, LLC	$992K	25,000	+25,000	new
247	Sivia Capital Partners, LLC	$983K	5,741	+1,702	add
248	Mitsubishi UFJ Asset Management Co., Ltd.	$981K	5,729	+144	add
249	Sierra Legacy Group	$979K	5,718	0	no change
250	Balentine LLC	$969K	5,658	+2,708	add
251	Marks Group Wealth Management, Inc	$922K	5,384	−2,191	trim
252	Asset Dedication, LLC	$899K	5,250	−239	trim
253	Henshaw Capital LLC	$884K	5,162	—	no prior
254	Modern Wealth Management, LLC	$878K	5,123	+12	add
255	Circle Wealth Management, LLC	$868K	5,071	+2,317	add
256	MITCHELL & PAHL PRIVATE WEALTH, LLC	$866K	5,056	+211	add
257	Gibbs Wealth Management	$852K	4,974	−1,972	trim
258	Private Advisor Group, LLC	$845K	4,933	−128	trim
259	FIFTH THIRD BANCORP	$844K	4,931	+887	add
260	Northern Financial Advisors Inc	$842K	4,916	+1,184	add
261	REGIONS FINANCIAL CORP	$838K	4,896	−3,348	trim
262	Envestnet Portfolio Solutions, Inc.	$834K	4,874	−8,312	trim
263	BSW Wealth Partners	$827K	4,832	+3,654	add
264	MAI Capital Management	$827K	4,831	+515	add
265	Gryphon Financial Partners LLC	$820K	4,787	+1,983	add
266	PERSONAL CFO SOLUTIONS, LLC	$808K	4,720	−1,933	trim
267	Haverford Trust Co	$808K	4,719	0	no change
268	AE Wealth Management LLC	$773K	4,516	+219	add
269	Fiera Capital Corp	$759K	4,434	+2,040	add
270	Headlands Technologies LLC	$759K	4,431	−8,982	trim
271	FIDELIS CAPITAL PARTNERS, LLC	$758K	4,429	−144	trim
272	PROFUND ADVISORS LLC	$746K	4,358	−679	trim
273	CWM, LLC	$744K	4,347	+218	add
274	American Trust Investment Advisors, LLC	$723K	4,225	+2,605	add
275	Krilogy Financial LLC	$716K	4,038	+1,638	add
276	INTRUST BANK NA	$713K	4,165	−507	trim
277	Northwest & Ethical Investments L.P.	$712K	4,145	+1,251	add
278	AXQ CAPITAL, LP	$697K	4,072	+4,072	new
279	Americana Partners, LLC	$692K	4,040	−14,524	trim
280	BKM Wealth Management, LLC	$681K	3,978	+1,031	add
281	Bridgewater Advisors Inc.	$675K	4,197	−281	trim
282	Leonteq Securities AG	$667K	3,893	+2,930	add
283	HARBOUR INVESTMENT MANAGEMENT LLC	$661K	3,862	−395	trim
284	Stonehage Fleming Financial Services Holdings Ltd	$658K	3,842	+3,842	new
285	JOHNSON INVESTMENT COUNSEL INC	$650K	3,794	−944	trim
286	WEALTHEDGE INVESTMENT ADVISORS, LLC	$646K	3,774	+3,774	new
287	Modera Wealth Management, LLC	$641K	3,743	−169	trim
288	PDS Planning, Inc	$633K	3,696	−546	trim
289	ALPS ADVISORS INC	$632K	3,691	+262	add
290	Vann Equity Management LLC	$619K	3,615	—	no prior
291	Dynamic Advisor Solutions LLC	$617K	3,605	−417	trim
292	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$616K	3,600	+180	add
293	MISSION WEALTH MANAGEMENT, LP	$616K	3,596	−46	trim
294	Apollon Wealth Management, LLC	$615K	3,592	−63	trim
295	Calamos Advisors LLC	$614K	3,589	−1,809	trim
296	TCTC Holdings, LLC	$610K	3,561	0	no change
297	Vest Financial, LLC	$608K	3,554	+1,205	add
298	South Shore Capital Advisors	$606K	3,575	+2,321	add
299	COMMERCE BANK	$606K	3,541	+409	add
300	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$605K	3,533	+88	add
301	Resonant Capital Advisors, LLC	$604K	3,529	+1,407	add
302	Blue Trust, Inc.	$603K	3,523	−211	trim
303	LVW Advisors, LLC	$595K	3,476	+280	add
304	Kathmere Capital Management, LLC	$587K	3,431	−869	trim
305	Jefferies Financial Group Inc.	$585K	3,417	+3,417	new
306	Schonfeld Strategic Advisors LLC	$582K	3,399	−16,038	trim
307	SAGE RHINO CAPITAL LLC	$579K	3,382	−21	trim
308	AIGEN INVESTMENT MANAGEMENT, LP	$578K	3,375	−2,837	trim
309	Diversified Trust Co	$577K	3,368	−200	trim
310	Sowell Financial Services LLC	$568K	3,318	+778	add
311	Savant Capital, LLC	$566K	3,308	+1,349	add
312	Clearstead Advisors, LLC	$566K	3,303	−1,458	trim
313	Rehmann Capital Advisory Group	$564K	3,282	+48	add
314	TOCQUEVILLE ASSET MANAGEMENT L.P.	$559K	3,264	−45	trim
315	Allworth Financial LP	$557K	3,256	+538	add
316	KESTRA PRIVATE WEALTH SERVICES, LLC	$556K	3,247	+2,087	add
317	Vontobel Holding Ltd.	$551K	3,217	+557	add
318	Capital Group Private Client Services, Inc.	$541K	3,160	−282	trim
319	INSIGNEO ADVISORY SERVICES, LLC	$534K	3,121	+82	add
320	Blueshift Asset Management, LLC	$530K	3,097	+2,234	add
321	EP Wealth Advisors, LLC	$528K	3,081	−730	trim
322	ANGELES WEALTH MANAGEMENT, LLC	$527K	3,081	+731	add
323	ForthRight Wealth Management, LLC	$520K	3,039	0	no change
324	Ascent Group, LLC	$520K	3,035	−513	trim
325	ROMAN BUTLER FULLERTON & CO	$512K	3,024	−26	trim
326	SAGESPRING WEALTH PARTNERS, LLC	$511K	2,987	−80	trim
327	Voleon Capital Management LP	$511K	2,986	−26,864	trim
328	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$502K	2,930	+175	add
329	Frec Markets, Inc.	$490K	2,861	+843	add
330	Pure Financial Advisors, LLC	$487K	2,845	−408	trim
331	Clare Market Investments LLC	$486K	2,840	—	no prior
332	Avestar Capital, LLC	$484K	2,826	+205	add
333	BALYASNY ASSET MANAGEMENT L.P.	$479K	2,800	−123,922	trim
334	Stratos Wealth Partners, LTD.	$474K	2,770	+328	add
335	New Republic Capital, LLC	$471K	2,751	−1,573	trim
336	D.A. DAVIDSON & CO.	$470K	2,747	−216	trim
337	DRW Securities, LLC	$470K	2,746	+2,746	new
338	Optas, LLC	$458K	2,675	−473	trim
339	Portside Wealth Group, LLC	$455K	2,657	−2,214	trim
340	Wedmont Private Capital	$454K	2,685	+319	add
341	OpenArc Corporate Advisory, LLC	$454K	2,653	+294	add
342	XPONANCE LLC	$451K	2,634	+604	add
343	TRITONPOINT WEALTH, LLC	$449K	2,622	+8	add
344	BIRCH FINANCIAL GROUP, LLC	$444K	2,593	+210	add
345	Cetera Trust Company, N.A	$431K	2,520	0	no change
346	HBK Sorce Advisory LLC	$420K	2,420	−57	trim
347	U.S. Capital Wealth Advisors, LLC	$419K	2,448	−374	trim
348	EJMK Ventures LLC	$417K	2,438	−1,044	trim
349	Kestra Advisory Services, LLC	$417K	2,433	−3,743	trim
350	WEALTH ALLIANCE, LLC	$412K	2,407	−1,340	trim
351	Composition Wealth, LLC	$412K	2,405	+485	add
352	Janus Henderson Group Ltd.	$407K	2,378	−1,052	trim
353	Independent Advisor Alliance	$405K	2,366	−8,788	trim
354	OneAscent Financial Services LLC	$404K	2,362	+1,513	add
355	PINNACLE ASSOCIATES LTD	$401K	2,342	−2,909	trim
356	GROUP ONE TRADING LLC	$396K	2,315	+349	add
357	NORDEN GROUP LLC	$395K	2,306	−725	trim
358	OPPENHEIMER & CO INC	$394K	2,303	+587	add
359	ANCHYRA PARTNERS LLC	$392K	2,287	+147	add
360	Pine Haven Investment Counsel, Inc	$391K	2,285	0	no change
361	Abel Hall, LLC	$390K	2,279	−2,445	trim
362	Indivisible Partners	$380K	2,219	+46	add
363	DRIVE WEALTH MANAGEMENT, LLC	$377K	2,202	−86	trim
364	Aprio Wealth Management, LLC	$372K	2,176	+782	add
365	RFG Advisory, LLC	$370K	2,162	+2,162	new
366	World Investment Advisors	$367K	2,143	−1,524	trim
367	B. Riley Wealth Advisors, Inc.	$360K	2,139	−98	trim
368	Legacy Capital Group California, Inc.	$359K	2,098	+2,098	new
369	Choate Investment Advisors	$358K	2,091	+88	add
370	Equitable Holdings, Inc.	$357K	1,544	−86	trim
371	LCM Capital Management Inc	$353K	2,063	+11	add
372	West Family Investments, Inc.	$353K	2,061	−5,065	trim
373	Brucke Financial, Inc.	$352K	2,056	−2,490	trim
374	Ashton Thomas Private Wealth, LLC	$349K	2,040	+515	add
375	Quantum Portfolio Management LLC	$347K	2,026	−1,082	trim
376	MATHER GROUP, LLC.	$344K	2,007	−89	trim
377	Ascentis Independent Advisors	$341K	1,991	+94	add
378	TWO SIGMA SECURITIES, LLC	$341K	1,989	+412	add
379	Jain Global LLC	$338K	1,976	−65,883	trim
380	EVOLVE PRIVATE WEALTH, LLC	$338K	1,972	−7,814	trim
381	Arax Advisory Partners	$337K	1,967	−2,151	trim
382	MGO ONE SEVEN LLC	$334K	1,951	−1,094	trim
383	Cromwell Holdings LLC	$334K	1,948	+25	add
384	Strategic Global Advisors, LLC	$333K	1,945	+517	add
385	GUGGENHEIM CAPITAL LLC	$324K	1,893	−715	trim
386	Gallacher Capital Management LLC	$324K	1,892	+5	add
387	Foster Victor Wealth Advisors, LLC	$323K	1,926	−240	trim
388	SCHRODER INVESTMENT MANAGEMENT GROUP	$318K	1,889	+1,889	new
389	Sagewood Asset Management LP	$317K	1,849	−326	trim
390	DAVIS R M INC	$317K	1,849	+1,849	new
391	GREAT VALLEY ADVISOR GROUP, INC.	$308K	1,799	+272	add
392	Malaga Cove Capital, LLC	$302K	1,766	+308	add
393	Harvest Portfolios Group Inc.	$302K	1,762	+269	add
394	Western Wealth Management, LLC	$296K	1,729	+1,729	new
395	Five Oceans Advisors	$296K	1,726	0	no change
396	JOURNEY STRATEGIC WEALTH LLC	$293K	1,712	+67	add
397	MMA ASSET MANAGEMENT LLC	$293K	1,711	−21	trim
398	Joel Isaacson & Co., LLC	$292K	1,708	0	no change
399	Baron Wealth Management LLC	$292K	1,707	+64	add
400	Red Door Wealth Management, LLC	$292K	1,706	+747	add
401	HUB Investment Partners, LLC	$290K	1,696	+660	add
402	Focus Partners Advisor Solutions, LLC	$282K	1,649	+180	add
403	FSM Wealth Advisors, LLC	$282K	1,647	−135	trim
404	Addison Advisors LLC	$279K	1,629	−5	trim
405	Diversified Enterprises, LLC	$277K	1,618	+10	add
406	FLPUTNAM INVESTMENT MANAGEMENT CO	$276K	1,611	+224	add
407	R Squared Ltd	$276K	1,610	+113	add
408	Integrity Financial Corp /WA	$274K	1,600	+1,600	new
409	GATEWAY INVESTMENT ADVISERS LLC	$273K	1,596	−536	trim
410	Gotham Asset Management, LLC	$273K	1,594	−67	trim
411	FIDUCIARY TRUST CO	$273K	1,592	−137	trim
412	Traveka Wealth, LLC	$269K	1,573	−510	trim
413	Apella Capital, LLC	$264K	1,455	+22	add
414	CERTIOR FINANCIAL GROUP, LLC	$262K	1,528	+113	add
415	SEEDS INVESTOR LLC	$261K	1,555	−289	trim
416	Advisor OS, LLC	$258K	1,508	+1,508	new
417	Moors & Cabot, Inc.	$254K	1,485	+605	add
418	Bond & Devick Financial Network, Inc.	$253K	1,480	−120	trim
419	HARRIS ASSOCIATES L P	$249K	1,454	+1,454	new
420	LEVEL FOUR ADVISORY SERVICES, LLC	$246K	1,434	+1,434	new
421	BYRNE FINANCIAL FREEDOM, LLC	$243K	1,419	+1,419	new
422	MOODY NATIONAL BANK TRUST DIVISION	$243K	1,417	+75	add
423	OneDigital Investment Advisors LLC	$240K	1,400	−1,442	trim
424	Avior Wealth Management, LLC	$238K	1,392	−22	trim
425	BANK OF NOVA SCOTIA	$236K	1,379	−3,882	trim
426	Foster Group, Inc.	$236K	1,379	+153	add
427	Texas Yale Capital Corp.	$236K	1,376	−225	trim
428	Sepio Capital, LP	$235K	1,373	+233	add
429	Entelevest, LLC	$233K	1,362	+339	add
430	Sunpointe, LLC	$232K	1,355	−152	trim
431	OLD NATIONAL BANCORP /IN/	$231K	1,349	+270	add
432	Voya Financial Advisors, Inc.	$229K	1,398	+283	add
433	Trek Financial, LLC	$227K	1,328	+409	add
434	SmartHarvest Portfolios, LLC	$226K	1,321	+1,321	new
435	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$226K	1,318	−562	trim
436	Keebeck Wealth Management	$225K	1,317	+1,317	new
437	STEPHENS INC /AR/	$225K	1,312	−1,288	trim
438	Linscomb Wealth, Inc.	$224K	1,311	−7	trim
439	INDEPENDENT FINANCIAL GROUP, LLC	$224K	1,309	—	no prior
440	PFG Investments, LLC	$223K	1,300	−943	trim
441	True North Advisors, LLC	$222K	1,298	−10	trim
442	OneAscent Family Office, LLC	$221K	1,289	0	no change
443	EVOKE WEALTH, LLC	$221K	1,288	+338	add
444	Financiere des Professionnels - Fonds d'investissement inc.	$220K	1,287	−383	trim
445	D'Orazio & Associates, Inc.	$218K	1,276	−46	trim
446	Savvy Advisors, Inc.	$217K	1,266	+154	add
447	Wealthcare Advisory Partners LLC	$216K	1,264	+126	add
448	Clear Harbor Asset Management, LLC	$213K	1,247	0	no change
449	Aspen Grove Capital, LLC	$210K	1,225	−1	trim
450	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$209K	1,282	+1,282	new
451	Brookstone Capital Management	$208K	1,217	−242	trim
452	Cordgrass Capital Advisors, LLC	$208K	1,212	+6	add
453	EARNED WEALTH ADVISORS, LLC	$207K	1,211	+211	add
454	FULTON BANK, N.A.	$206K	1,205	+1,205	new
455	Waverly Advisors, LLC	$206K	1,203	−668	trim
456	RIVERSEDGE ADVISORS, LLC	$204K	1,190	−29	trim
457	ENTERPRISE FINANCIAL SERVICES CORP	$203K	1,183	−104	trim
458	Baird Financial Group, Inc.	$202K	1,182	+1,182	new
459	EWA, LLC	$201K	1,173	−30	trim
460	DAVENPORT & Co LLC	$200K	1,168	−626	trim
461	Purpose Unlimited Inc.	$188K	1,099	+1,099	new
462	Centennial Bank/AR/	$180K	1,050	0	no change
463	Johnson Financial Group, Inc.	$177K	1,031	−334	trim
464	Wealth Enhancement Trust Services, Inc.	$174K	1,014	+1,014	new
465	UMB Bank, n.a.	$162K	945	+434	add
466	Community Financial Services Group, LLC	$159K	925	+925	new
467	Spire Wealth Management	$140K	819	+79	add
468	CENTRAL TRUST Co	$121K	709	−439	trim
469	State of Wyoming	$121K	706	+380	add
470	Migdal Insurance & Financial Holdings Ltd.	$114K	662	+662	new
471	Grove Bank & Trust	$107K	626	+13	add
472	TopTier Wealth Management, LLC	$102K	597	+597	new
473	Owl Creek Wealth Partners LLC	$91.6K	535	—	no prior
474	Parkside Financial Bank & Trust	$88.5K	517	−65	trim
475	J. Stern & Co. LLP	$87.0K	508	+508	new
476	Evelyn Partners Asset Management Ltd	$72.9K	426	+388	add
477	Opal Wealth Advisors, LLC	$71.7K	419	+419	new
478	Clearstead Trust, LLC	$66.3K	387	0	no change
479	FIL Ltd	$65.9K	385	−5	trim
480	EASTERN BANK	$62.5K	365	−54	trim
481	Larson Financial Group LLC	$61.0K	356	+27	add
482	SYNTAX RESEARCH, INC.	$61.0K	356	−14	trim
483	Key FInancial Inc	$53.4K	312	+83	add
484	HM PAYSON & CO	$51.4K	300	−8	trim
485	NATIXIS ADVISORS, LLC	$47.6K	278,205	−102,269	trim
486	Elequin Capital, LP	$46.7K	273	+273	new
487	Cherry Tree Wealth Management, LLC	$41.3K	241	0	no change
488	Transamerica Financial Advisors, LLC	$34.8K	203	−47	trim
489	TOTH FINANCIAL ADVISORY CORP	$34.2K	200	−7	trim
490	Geneos Wealth Management Inc.	$34.2K	200	0	no change
491	Medallion Wealth Advisors, LLC	$34.2K	200	—	no prior
492	WPG Advisers, LLC	$32.7K	191	−139	trim
493	Physician Wealth Advisors, Inc.	$32.0K	187	+2	add
494	Rakuten Securities, Inc.	$31.8K	186	−153	trim
495	FOSTER DYKEMA CABOT & PARTNERS, LLC	$30.8K	180	0	no change
496	Intentional Wealth Strategies, LLC	$29.8K	174	—	no prior
497	Beaird Harris Wealth Management, LLC	$29.1K	170	0	no change
498	JFS WEALTH ADVISORS, LLC	$28.8K	168	−11	trim
499	DAGCO, INC.	$28.8K	168	0	no change
500	SHP Wealth Management	$26.1K	153	−41	trim

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

Congress ↔ notable managers · SAP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $15K–$50K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Ruane Cunniff & Goldfarb, Tudor Investment Corp $152M held
Trimming: 1 Gotham Asset Management $273K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SAP SE

Merged timeline of congressional filings and notable-manager moves on SAP
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$15K–$50K
2026-05-15	Ruane Cunniff & Goldfarb 13F	add	+703,982 sh
2026-05-15	Tudor Investment Corp 13F	add	+112,493 sh
2026-05-15	Gotham Asset Management 13F	trim	−67 sh

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

16 members of Congress disclosed SAP — the congressional view ↗