Who holds SCIticker 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 ↗

SERVICE CORP INTL · COM · quarter ended 2026-03-31 · 6 members disclosed SCI ↗

413

holders13F filers reporting this class for the quarter ended 2026-03-31

$8.4B

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

182

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

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 SCI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.2B	14,248,303	+243,026	add
2	BAILLIE GIFFORD & CO	$710M	8,605,439	−555,970	trim
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$577M	6,997,939	—	no prior
4	Select Equity Group, L.P.	$504M	6,113,751	−312,834	trim
5	FMR LLC	$496M	6,011,549	−699,156	trim
6	VANGUARD CAPITAL MANAGEMENT LLC	$495M	5,999,374	—	no prior
7	STATE STREET CORP	$363M	4,401,510	+4,626	add
8	Swedbank AB	$344M	4,168,096	+474,392	add
9	Invesco Ltd.	$299M	3,625,765	+3,246,964	add
10	MORGAN STANLEY	$286M	3,464,763	+184,510	add
11	DIMENSIONAL FUND ADVISORS LP	$189M	2,287,873	+102,023	add
12	FIL Ltd	$173M	2,094,893	−11,137	trim
13	ALLIANCEBERNSTEIN L.P.	$161M	2,068,807	−22,228	trim
14	Capital International Investors	$135M	1,630,975	+3,092	add
15	NORDEA INVESTMENT MANAGEMENT AB	$132M	1,617,269	+538,413	add
16	HighTower Advisors, LLC	$122M	1,473,006	+1,160	add
17	BANK OF AMERICA CORP /DE/	$114M	1,376,924	+30,878	add
18	NORTHERN TRUST CORP	$111M	1,340,117	+25,564	add
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$103M	1,246,343	−353,262	trim
20	FIRST MANHATTAN CO. LLC.	$96.0M	1,162,964	−23,917	trim
21	DEUTSCHE BANK AG\	$87.1M	1,055,520	+45,149	add
22	UBS Group AG	$83.7M	1,014,965	−50,693	trim
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$81.2M	984,255	+21,878	add
24	VANGUARD FIDUCIARY TRUST CO	$70.9M	858,942	—	no prior
25	PRINCIPAL FINANCIAL GROUP INC	$59.6M	722,372	−88,955	trim
26	AQR CAPITAL MANAGEMENT LLC	$54.9M	666,556	−306,855	trim
27	TWO SIGMA INVESTMENTS, LP	$52.0M	629,861	+382,512	add
28	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$51.8M	627,713	+627,713	new
29	FEDERATED HERMES, INC.	$51.6M	625,642	+143,093	add
30	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$46.2M	559,856	+88,545	add
31	WELLINGTON MANAGEMENT GROUP LLP	$39.2M	475,571	−2,487	trim
32	D. E. Shaw & Co., Inc.	$35.1M	425,680	+180,656	add
33	COMGEST GLOBAL INVESTORS S.A.S.	$34.2M	414,572	−92,800	trim
34	RFG Advisory, LLC	$33.8M	409,838	−1,589	trim
35	TD ASSET MANAGEMENT INC	$32.5M	394,268	+77,068	add
36	Nuveen, LLC	$31.7M	384,024	−3,010	trim
37	Candriam S.C.A.	$29.7M	360,195	+360,195	new
38	Norinchukin Bank, The	$29.3M	355,014	−16,000	trim
39	Global Alpha Capital Management Ltd.	$28.7M	347,647	+347,647	new
40	Gotham Asset Management, LLC	$27.6M	334,340	+81,574	add
41	Retirement Systems of Alabama	$27.1M	327,883	+2,442	add
42	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$26.6M	322,038	−36,360	trim
43	ProShare Advisors LLC	$26.2M	317,970	+312,349	add
44	CWM, LLC	$24.8M	301,173	−13,056	trim
45	Amundi	$24.6M	297,819	−108,829	trim
46	Swiss National Bank	$22.9M	277,500	0	no change
47	FRANKLIN RESOURCES INC	$22.7M	275,007	+243,691	add
48	RAYMOND JAMES FINANCIAL INC	$20.9M	253,277	+5,639	add
49	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$20.3M	246,311	+246,311	new
50	Sequoia Financial Advisors, LLC	$17.3M	210,263	−2,740	trim
51	Legal & General Group Plc	$16.4M	198,762	−20,061	trim
52	ALPS ADVISORS INC	$15.4M	186,393	−9,044	trim
53	ENVESTNET ASSET MANAGEMENT INC	$15.1M	183,359	+63,856	add
54	Perpetual Ltd	$15.1M	183,096	+2,818	add
55	Universal- Beteiligungs- und Servicegesellschaft mbH	$13.9M	168,512	+11,560	add
56	GROUPAMA ASSET MANAGMENT	$13.7M	166,382	+37,037	add
57	PANAGORA ASSET MANAGEMENT INC	$13.6M	165,130	+136,173	add
58	BARCLAYS PLC	$13.3M	161,626	+57,530	add
59	LPL Financial LLC	$13.2M	159,553	+2,081	add
60	WELLS FARGO & COMPANY/MN	$12.8M	154,651	+3,838	add
61	ASSETMARK, INC	$12.4M	150,485	+119,674	add
62	STATE OF WISCONSIN INVESTMENT BOARD	$12.3M	148,776	+43,611	add
63	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.7M	129,886	−47	trim
64	Fisher Asset Management, LLC	$10.5M	127,093	−3,904	trim
65	VANGUARD ASSET MANAGEMENT, Ltd	$10.3M	124,342	—	no prior
66	Aptus Capital Advisors, LLC	$10.2M	123,572	+1,582	add
67	Trexquant Investment LP	$9.4M	114,430	−108,771	trim
68	ROYAL BANK OF CANADA	$8.9M	108,128	+27,875	add
69	SEI INVESTMENTS CO	$8.9M	107,315	−2,492	trim
70	CIBC Bancorp USA Inc.	$8.5M	103,224	—	no prior
71	AMF Tjanstepension AB	$8.2M	99,465	+9,749	add
72	Rockefeller Capital Management L.P.	$8.1M	97,599	−5,763	trim
73	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$8.0M	97,243	−2,828	trim
74	Quantinno Capital Management LP	$7.7M	93,452	+15,530	add
75	JGP Wealth Management, LLC	$7.2M	87,760	−14,110	trim
76	NEW YORK STATE COMMON RETIREMENT FUND	$6.5M	78,621	+1,400	add
77	Nordwand Advisors, LLC	$6.2M	75,100	+100	add
78	GATEWAY INVESTMENT ADVISERS LLC	$5.9M	72,050	+1,556	add
79	Janus Henderson Group Ltd.	$5.1M	61,527	0	no change
80	Vanguard Global Advisers, LLC	$4.9M	58,983	—	no prior
81	New Age Alpha Advisors, LLC	$4.8M	57,655	−2,239	trim
82	Castlefield Investment Partners LLP	$4.4M	53,696	+53,557	add
83	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.4M	53,354	−4,986	trim
84	JLB & ASSOCIATES INC	$4.4M	52,968	−1,167	trim
85	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.2M	50,963	+50,963	new
86	Bell Asset Management Ltd	$4.2M	50,816	−5,116	trim
87	Pathstone Holdings, LLC	$3.9M	46,781	−1,320	trim
88	FIRST TRUST ADVISORS LP	$3.8M	46,422	+5,024	add
89	Connor, Clark & Lunn Investment Management Ltd.	$3.7M	44,617	+35,767	add
90	YOUSIF CAPITAL MANAGEMENT, LLC	$3.5M	42,450	−2,457	trim
91	Southeast Asset Advisors, LLC	$3.5M	42,142	−1,764	trim
92	CITIGROUP INC	$3.4M	41,296	−1,463	trim
93	Allianz Asset Management GmbH	$3.4M	40,855	−17,106	trim
94	Aristotle Capital Boston, LLC	$3.3M	40,187	+553	add
95	Cerity Partners LLC	$3.3M	39,563	−717	trim
96	FIFTH THIRD BANCORP	$3.3M	39,556	+38,005	add
97	State of New Jersey Common Pension Fund D	$3.2M	39,061	−706	trim
98	Consolidated Investment Group LLC	$3.2M	38,635	+1,190	add
99	Arizona State Retirement System	$3.2M	38,528	−810	trim
100	AE Wealth Management LLC	$3.1M	37,881	+31,739	add
101	Stanley-Laman Group, Ltd.	$3.0M	36,338	+1,156	add
102	PRUDENTIAL FINANCIAL INC	$2.9M	35,437	−32,313	trim
103	Holocene Advisors, LP	$2.9M	35,387	+35,387	new
104	Vanguard Investments Australia, Ltd.	$2.9M	35,192	—	no prior
105	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.9M	34,883	−196	trim
106	AMERICAN CENTURY COMPANIES INC	$2.8M	34,343	−935	trim
107	PALISADE CAPITAL MANAGEMENT, LP	$2.8M	34,312	−7,759	trim
108	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.8M	33,462	+300	add
109	Creative Planning	$2.7M	33,098	+1,668	add
110	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.7M	33,020	−1,530	trim
111	Linden Thomas Advisory Services, LLC	$2.7M	32,992	+892	add
112	D.A. DAVIDSON & CO.	$2.7M	32,562	+32,562	new
113	2Xideas AG	$2.6M	31,850	−4,524	trim
114	CLOUGH CAPITAL PARTNERS L P	$2.6M	31,659	+973	add
115	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.6M	31,190	−174	trim
116	OSAIC HOLDINGS, INC.	$2.4M	29,588	−8,125	trim
117	Compagnie Lombard Odier SCmA	$2.4M	29,210	−2,132	trim
118	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.4M	28,639	+4,324	add
119	CREDIT AGRICOLE S A	$2.4M	28,628	0	no change
120	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.4M	28,609	+28,609	new
121	Westerkirk Capital Inc.	$2.3M	27,500	0	no change
122	TRUIST FINANCIAL CORP	$2.2M	27,014	−8,805	trim
123	INTECH INVESTMENT MANAGEMENT LLC	$2.2M	26,878	+5,079	add
124	Federation des caisses Desjardins du Quebec	$2.2M	26,245	+7,155	add
125	COLDSTREAM CAPITAL MANAGEMENT INC	$2.2M	26,130	−3,146	trim
126	LRT Capital Management, LLC	$2.2M	26,100	+26,100	new
127	Capital International, Inc./CA/	$2.1M	26,010	−5,320	trim
128	Ameritas Investment Partners, Inc.	$2.1M	25,691	0	no change
129	BANK OF MONTREAL /CAN/	$2.1M	25,073	−54	trim
130	NATIONAL BANK OF CANADA /FI/	$2.0M	24,089	+278	add
131	Pictet Asset Management Holding SA	$1.9M	23,422	+1,944	add
132	CITADEL ADVISORS LLC	$1.9M	23,109	−277,257	trim
133	OLD NATIONAL BANCORP /IN/	$1.9M	22,979	+22,979	new
134	Utah Retirement Systems	$1.8M	22,161	−1,026	trim
135	Summit Trail Advisors, LLC	$1.8M	22,030	+5,955	add
136	VICTORY CAPITAL MANAGEMENT INC	$1.8M	21,765	+1,061	add
137	Asset Management One Co., Ltd.	$1.8M	21,793	−1,283	trim
138	Vanguard Personalized Indexing Management, LLC	$1.7M	21,064	+2,958	add
139	Henshaw Capital LLC	$1.7M	20,729	—	no prior
140	RBF Capital, LLC	$1.7M	20,000	−20,000	trim
141	GREAT LAKES ADVISORS, LLC	$1.6M	19,258	+1,383	add
142	MML INVESTORS SERVICES, LLC	$1.6M	19,237	+8,306	add
143	COMMONWEALTH EQUITY SERVICES, LLC	$1.6M	19,024	−261	trim
144	Cetera Investment Advisers	$1.5M	18,115	+1,155	add
145	HOWLAND CAPITAL MANAGEMENT LLC	$1.5M	17,814	0	no change
146	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.5M	17,613	−29,824	trim
147	Quintet Private Bank (Europe) S.A.	$1.4M	17,133	−7,283	trim
148	NewEdge Advisors, LLC	$1.4M	17,123	+17,123	new
149	XPONANCE LLC	$1.4M	17,011	+3,778	add
150	LGT Fund Management Co Ltd.	$1.4M	17,000	0	no change
151	ONTARIO TEACHERS PENSION PLAN BOARD	$1.4M	16,604	−9,620	trim
152	Callan Family Office, LLC	$1.4M	16,555	−3,136	trim
153	Walleye Trading LLC	$1.3M	16,320	+13,859	add
154	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.3M	16,191	+3,852	add
155	PRINCIPAL SECURITIES, INC.	$1.3M	15,908	+13,184	add
156	AlTi Global, Inc.	$1.3M	15,836	−25	trim
157	LEAVELL INVESTMENT MANAGEMENT, INC.	$1.2M	15,024	0	no change
158	BANK OF NOVA SCOTIA	$1.2M	14,764	+9,705	add
159	Lee Financial Co	$1.2M	14,553	−76	trim
160	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.2M	13,683	−6,177	trim
161	Northwest & Ethical Investments L.P.	$1.1M	13,899	−258	trim
162	M&T BANK CORP	$1.1M	13,873	−413	trim
163	IAMS WEALTH MANAGEMENT, LLC	$1.1M	13,628	+439	add
164	Prospera Financial Services Inc	$1.1M	13,486	+1,320	add
165	Monument Capital Management	$1.0M	12,465	−206	trim
166	Empowered Funds, LLC	$1.0M	12,357	+12,357	new
167	Perbak Capital Partners LLP	$1.0M	12,296	+6,854	add
168	PINNACLE ASSOCIATES LTD	$1.0M	12,121	0	no change
169	Mirabaud Asset Management Ltd	$994K	12,188	−4,703	trim
170	VOYA INVESTMENT MANAGEMENT LLC	$980K	11,882	−253	trim
171	Maia Wealth LLC	$980K	11,873	0	no change
172	EXCHANGE TRADED CONCEPTS, LLC	$962K	11,654	−942	trim
173	Crossmark Global Holdings, Inc.	$950K	11,518	—	no prior
174	Sanctuary Advisors, LLC	$933K	11,313	−73	trim
175	Union Bancaire Privee, UBP SA	$928K	10,846	−3,295	trim
176	OPPENHEIMER & CO INC	$908K	11,005	0	no change
177	LETSON INVESTMENT MANAGEMENT, INC.	$907K	10,997	0	no change
178	Centiva Capital, LP	$907K	10,996	+10,996	new
179	TCM Advisors, LLC	$876K	10,618	+500	add
180	SECURIAN ASSET MANAGEMENT, INC	$843K	10,216	0	no change
181	Aquatic Capital Management LLC	$834K	10,102	+781	add
182	Aurdan Capital Management, LLC	$824K	9,984	−3,356	trim
183	FIDUCIARY TRUST CO	$812K	9,845	0	no change
184	MERCER GLOBAL ADVISORS INC /ADV	$805K	9,760	−1,321	trim
185	Lighthouse Investment Partners, LLC	$798K	9,670	+5,070	add
186	Capital Investment Advisory Services, LLC	$796K	9,652	−44	trim
187	Chevy Chase Trust Holdings, LLC	$796K	9,651	+9,651	new
188	MACKENZIE FINANCIAL CORP	$767K	9,290	−1,557	trim
189	Procyon Advisors, LLC	$737K	8,937	−40	trim
190	Compound Planning, Inc.	$735K	8,908	−859	trim
191	COMMERCE BANK	$731K	8,857	+145	add
192	Swiss Life Asset Management Ltd	$713K	8,639	+1,904	add
193	RITHOLTZ WEALTH MANAGEMENT	$686K	8,318	+517	add
194	HBK Sorce Advisory LLC	$686K	8,821	−712	trim
195	&PARTNERS	$670K	8,114	−871	trim
196	GUGGENHEIM CAPITAL LLC	$659K	7,981	+7,981	new
197	Merit Financial Group, LLC	$629K	7,626	−26,914	trim
198	Ensign Peak Advisors, Inc	$602K	7,293	−7,207	trim
199	Ascent Wealth Partners, LLC	$598K	7,248	−345	trim
200	US BANCORP \DE\	$592K	7,180	−163	trim
201	WADDELL & ASSOCIATES, LLC	$582K	7,057	−369	trim
202	HB Wealth Management, LLC	$573K	6,944	−1,405	trim
203	Global Trust Asset Management, LLC	$570K	6,905	−75	trim
204	Tranquility Partners, LLC	$567K	6,872	−227	trim
205	Waverly Advisors, LLC	$551K	6,681	+3,121	add
206	FORA Capital, LLC	$548K	6,642	+6,642	new
207	Larson Financial Group LLC	$547K	6,629	−786	trim
208	Maryland State Retirement & Pension System	$542K	6,570	0	no change
209	Focus Partners Wealth	$542K	6,565	−3,987	trim
210	HSBC HOLDINGS PLC	$537K	6,508	−147,062	trim
211	Baird Financial Group, Inc.	$535K	6,481	+6,481	new
212	Brooklyn Investment Group	$534K	6,476	+2,760	add
213	Sepio Capital, LP	$533K	6,464	+1,973	add
214	JANE STREET GROUP, LLC	$523K	6,338	+1,290	add
215	MASTERINVEST Kapitalanlage GmbH	$510K	6,181	+6,181	new
216	Corient Private Wealth LLC	$509K	6,251	−100,857	trim
217	CRAWFORD INVESTMENT COUNSEL INC	$498K	6,040	−1	trim
218	CIBC WORLD MARKET INC.	$495K	6,005	−528	trim
219	Modern Wealth Management, LLC	$494K	5,961	+5,961	new
220	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$493K	5,976	+5,976	new
221	Empirical Finance, LLC	$489K	5,931	0	no change
222	STEPHENS INC /AR/	$485K	5,875	+875	add
223	BUCKHEAD CAPITAL MANAGEMENT LLC	$465K	5,635	0	no change
224	BBR PARTNERS, LLC	$463K	5,608	+5,608	new
225	AIRE ADVISORS, LLC	$454K	5,500	0	no change
226	LONDON CO OF VIRGINIA	$447K	5,416	0	no change
227	LWM Advisory Services, LLC	$438K	5,303	−11	trim
228	STIFEL FINANCIAL CORP	$433K	5,254	−400	trim
229	FINANCIAL MANAGEMENT NETWORK INC	$431K	5,171	+825	add
230	CIBC Asset Management Inc	$417K	5,049	0	no change
231	Concurrent Investment Advisors, LLC	$416K	5,040	+1,429	add
232	nVerses Capital, LLC	$409K	4,960	+4,960	new
233	Cadent Capital Advisors, LLC	$389K	4,715	+14	add
234	Allspring Global Investments Holdings, LLC	$389K	4,695	+340	add
235	QUADRANT CAPITAL GROUP LLC	$384K	4,655	−5,161	trim
236	Kestra Advisory Services, LLC	$377K	4,569	−149	trim
237	SHELTON CAPITAL MANAGEMENT	$375K	4,539	−206	trim
238	Tower Research Capital LLC (TRC)	$374K	4,538	−1,165	trim
239	Allworth Financial LP	$369K	4,475	+127	add
240	Engineers Gate Manager LP	$362K	4,391	−10,752	trim
241	Private Advisor Group, LLC	$351K	4,258	−802	trim
242	Vise Technologies, Inc.	$348K	4,460	0	no change
243	Laird Norton Wetherby Trust Company, LLC	$347K	4,210	−634	trim
244	Indie Asset Partners, LLC	$343K	4,161	0	no change
245	ABN AMRO INVESTMENT SOLUTIONS	$334K	4,050	+4,050	new
246	Corient IA LLC	$333K	4,040	−960	trim
247	Lombard Odier Asset Management (USA) Corp	$333K	4,035	+4,035	new
248	EVERGREEN CAPITAL MANAGEMENT LLC	$331K	4,009	+4,009	new
249	North Dakota State Investment Board	$329K	3,987	−939	trim
250	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$327K	3,958	+3,958	new
251	Tidal Investments LLC	$325K	3,933	+31	add
252	CANADA PENSION PLAN INVESTMENT BOARD	$322K	3,900	+3,900	new
253	Geneos Wealth Management Inc.	$321K	3,889	+2,022	add
254	Steward Partners Investment Advisory, LLC	$315K	3,821	+289	add
255	JOURNEY STRATEGIC WEALTH LLC	$311K	3,766	+37	add
256	Summit Financial, LLC	$306K	3,710	+210	add
257	Ashton Thomas Private Wealth, LLC	$306K	3,706	+553	add
258	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$305K	3,700	+3,700	new
259	MGO ONE SEVEN LLC	$304K	3,689	+113	add
260	Compass Advisory Group LLC	$299K	3,623	0	no change
261	Empower Advisory Group, LLC	$292K	3,544	−2,799	trim
262	Atria Investments, Inc	$288K	3,492	+425	add
263	Vident Advisory, LLC	$286K	3,467	−95	trim
264	Proficio Capital Partners LLC	$283K	3,432	−5	trim
265	Delta Investment Management, LLC	$282K	3,418	0	no change
266	WORLDQUANT MILLENNIUM ADVISORS LLC	$281K	3,407	−11,173	trim
267	Truvestments Capital LLC	$280K	3,390	0	no change
268	SNS Financial Group, LLC	$278K	3,366	−7,908	trim
269	Kingsview Wealth Management, LLC	$274K	3,326	+3,326	new
270	Marks Group Wealth Management, Inc	$270K	3,273	+461	add
271	Ethic Inc.	$268K	3,254	+25	add
272	UNIVERSITY OF CHICAGO	$268K	3,250	0	no change
273	BNP Paribas Asset Management Holding S.A.	$266K	3,225	+954	add
274	Meiji Yasuda Asset Management Co Ltd.	$265K	3,212	−5	trim
275	Lido Advisors, LLC	$265K	3,206	−254	trim
276	SEEDS INVESTOR LLC	$260K	3,162	+201	add
277	Fairfield Financial Advisors, LTD	$259K	3,137	−239	trim
278	PROFUND ADVISORS LLC	$251K	3,039	+45	add
279	S Harris Financial Group, LLC	$250K	3,030	+13	add
280	JACOBSON & SCHMITT ADVISORS, LLC	$248K	3,000	0	no change
281	InTrack Investment Management Inc	$248K	3,000	0	no change
282	Savvy Advisors, Inc.	$247K	2,994	−381	trim
283	Point Windward Advisors Inc.	$246K	2,982	0	no change
284	Horst & Graben Wealth Management LLC	$245K	2,839	0	no change
285	PATRON PARTNERS, LLC	$239K	2,900	0	no change
286	PLIMOTH TRUST CO LLC	$236K	2,860	0	no change
287	Beacon Pointe Advisors, LLC	$236K	2,854	+2,854	new
288	Man Group plc	$233K	2,829	+2,829	new
289	Stratos Wealth Partners, LTD.	$231K	2,798	−536	trim
290	Legacy Capital Wealth Partners, LLC	$229K	2,775	−1,499	trim
291	SIGNATUREFD, LLC	$229K	2,771	−33	trim
292	Eurizon Capital SGR S.p.A.	$223K	2,717	+579	add
293	KESTRA PRIVATE WEALTH SERVICES, LLC	$220K	2,668	−4	trim
294	Advisors Capital Management, LLC	$218K	2,638	+5	add
295	Orion Porfolio Solutions, LLC	$217K	2,626	+47	add
296	Walleye Capital LLC	$214K	2,592	+2,592	new
297	Global Financial Private Client, LLC	$213K	2,579	+2,579	new
298	Caerus Investment Advisors, LLC	$212K	2,573	−522	trim
299	Graves Light Lenhart Wealth, Inc.	$211K	2,553	+2,553	new
300	Barnes Wealth Management Group, Inc	$209K	2,536	+2,536	new
301	Sargent Investment Group, LLC	$208K	2,523	+2,523	new
302	Tranquilli Financial Advisor LLC	$208K	2,523	+2,523	new
303	Brookmont Capital Management	$207K	2,509	−238	trim
304	CADINHA & CO LLC	$206K	2,495	+2,495	new
305	Founders Capital Management	$149K	1,800	0	no change
306	UMB Bank, n.a.	$139K	1,689	−97	trim
307	GROUP ONE TRADING LLC	$138K	1,674	+1,598	add
308	Clearstead Advisors, LLC	$112K	1,362	−521	trim
309	Smartleaf Asset Management LLC	$108K	1,330	+160	add
310	NOMURA ASSET MANAGEMENT CO LTD	$99.8K	1,210	+420	add
311	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$87.7K	1,063	−5,819	trim
312	Avalon Trust Co	$82.5K	1,000	0	no change
313	Spire Wealth Management	$77.0K	933	+114	add
314	Destiny Wealth Partners, LLC	$71.9K	871	+871	new
315	TD Waterhouse Canada Inc.	$71.4K	862	−58	trim
316	STEPH & CO	$69.7K	845	−80	trim
317	GABLES CAPITAL MANAGEMENT INC.	$67.0K	812	0	no change
318	MAI Capital Management	$64.5K	782	+42	add
319	VISION FINANCIAL MARKETS LLC	$54.3K	659	+3	add
320	TRUST CO OF TOLEDO NA /OH/	$48.8K	591	0	no change
321	Asset Dedication, LLC	$48.4K	586	0	no change
322	Annis Gardner Whiting Capital Advisors, LLC	$47.0K	570	+70	add
323	Premier Fund Managers Ltd	$44.5K	545,761	−102,629	trim
324	NFSG Corp	$39.0K	473	+2	add
325	Aster Capital Management (DIFC) Ltd	$37.0K	461	+461	new
326	Parkside Financial Bank & Trust	$35.2K	427	−51	trim
327	Blue Trust, Inc.	$33.4K	405	−82	trim
328	ACADIAN ASSET MANAGEMENT LLC	$33.0K	400,369	−56,057	trim
329	Maj Invest Holding A/S	$30.9K	374,929	−2,650	trim
330	Mitsubishi UFJ Asset Management Co., Ltd.	$21.8K	264	0	no change
331	N.E.W. Advisory Services LLC	$21.7K	263	+1	add
332	C WorldWide Group Holding A/S	$18.9K	229,430	−16,998	trim
333	Lavaca Capital LLC	$16.8K	203	0	no change
334	Axiom Investment Management LLC	$16.5K	200	—	no prior
335	HOEY INVESTMENTS, INC	$16.0K	194	0	no change
336	Investment Research & Advisory Group, Inc.	$13.1K	159	+1	add
337	CVA Family Office, LLC	$12.6K	153	+153	new
338	Center for Financial Planning, Inc.	$12.3K	149	0	no change
339	Financial Freedom, LLC	$10.4K	126	+126	new
340	HRT FINANCIAL LP	$10.3K	124,637	+85,708	add
341	GHP Investment Advisors, Inc.	$10.2K	124	+2	add
342	CHILTON CAPITAL MANAGEMENT LLC	$10.1K	122	0	no change
343	SJS Investment Consulting Inc.	$10.0K	121	−18	trim
344	Leonteq Securities AG	$9.9K	120	−49	trim
345	Caitlin John, LLC	$9.9K	120	0	no change
346	FARMERS & MERCHANTS INVESTMENTS INC	$9.5K	115	0	no change
347	Arax Advisory Partners	$9.3K	113	−90	trim
348	SHP Wealth Management	$9.2K	112	0	no change
349	Clearstead Trust, LLC	$9.0K	109	−10	trim
350	Bayforest Capital Ltd	$9.0K	109	−1,267	trim
351	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$8.2K	98	−3	trim
352	WPG Advisers, LLC	$8.0K	97	0	no change
353	HFM Investment Advisors, LLC	$7.8K	95	0	no change
354	Owl Creek Wealth Partners LLC	$7.0K	85	—	no prior
355	CANADA LIFE ASSURANCE Co	$6.8K	82,661	−267	trim
356	Keating Financial Advisory Services, Inc.	$6.8K	82	+82	new
357	BELLEVUE ASSET MANAGEMENT, LLC	$6.2K	75	+1	add
358	NATIXIS ADVISORS, LLC	$6.2K	75,094	+4,712	add
359	Johnson Financial Group, Inc.	$6.1K	74	0	no change
360	JFS WEALTH ADVISORS, LLC	$6.0K	73	−5	trim
361	Transamerica Financial Advisors, LLC	$5.5K	67	+5	add
362	Pinnacle Wealth Planning Services, Inc.	$5.0K	61	+2	add
363	MBM WEALTH CONSULTANTS, LLC	$5.0K	60	+60	new
364	Treasurer of the State of North Carolina	$4.8K	58,378	+1,242	add
365	American Capital Advisory, LLC	$4.6K	55	−2	trim
366	KBC Group NV	$4.6K	55,237	+51,535	add
367	EFG International AG	$4.5K	55	+55	new
368	Frazier Financial Advisors, LLC	$4.4K	53	0	no change
369	CALDWELL SUTTER CAPITAL, INC.	$4.2K	51	0	no change
370	Strategic Investment Solutions, Inc. /IL	$4.2K	51	0	no change
371	Avion Wealth	$3.9K	47,089	+617	add
372	CENTRAL TRUST Co	$3.9K	47	0	no change
373	AMICA MUTUAL INSURANCE CO	$3.8K	45,607	+25,604	add
374	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$3.7K	45,056	0	no change
375	State of Alaska, Department of Revenue	$3.5K	42,137	0	no change
376	THRIVENT FINANCIAL FOR LUTHERANS	$3.4K	41,056	−198	trim
377	Triumph Capital Management	$3.3K	40	+1	add
378	MATHER GROUP, LLC.	$3.2K	39	+39	new
379	Sachetta, LLC	$2.8K	34	+24	add
380	South Dakota Investment Council	$2.6K	31,109	−2,000	trim
381	Prestige Wealth Management Group LLC	$2.3K	28	0	no change
382	DiNuzzo Private Wealth, Inc.	$2.1K	26	0	no change
383	SWAN Capital LLC	$2.1K	25	0	no change
384	Valued Wealth Advisors LLC	$2.0K	24	0	no change
385	Cromwell Holdings LLC	$1.8K	22	0	no change
386	Rialto Wealth Management, LLC	$1.7K	21	0	no change
387	EVERMAY WEALTH MANAGEMENT LLC	$1.7K	20	0	no change
388	ATWOOD & PALMER INC	$1.5K	18	0	no change
389	Marquette Asset Management, LLC	$1.5K	18	+18	new
390	Crewe Advisors LLC	$1.5K	18	0	no change
391	Bell Investment Advisors, Inc	$1.4K	17	−3	trim
392	True Wealth Design, LLC	$1.4K	17	−9	trim
393	SALEM INVESTMENT COUNSELORS INC	$1.3K	16	+16	new
394	Manchester Capital Management LLC	$1.2K	15	+12	add
395	Sunrise Financial Services, LLC	$990	12	0	no change
396	ALBION FINANCIAL GROUP /UT	$908	11	+11	new
397	Vermillion Wealth Management, Inc.	$825	10	+10	new
398	Orion Capital Management LLC	$743	9	0	no change
399	Kilter Group LLC	$661	8	+8	new
400	HERITAGE INVESTORS MANAGEMENT CORP	$654	7,930	0	no change
401	Intentional Wealth Strategies, LLC	$495	6	—	no prior
402	Salomon & Ludwin, LLC	$424	5	−92	trim
403	Quaker Wealth Management, LLC	$331	4	+2	add
404	DecisionPoint Financial, LLC	$331	4	0	no change
405	Seneschal Advisors, LLC	$331	4	−1	trim
406	Claret Asset Management Corp	$231	2,803	0	no change
407	Smithfield Trust Co	$212	2,558	0	no change
408	MV CAPITAL MANAGEMENT, INC.	$166	2	+2	new
409	Signature Equity Partners, LLC	$165	2	+2	new
410	Employees Retirement System of Texas	$112	1,352	0	no change
411	Rakuten Securities, Inc.	$83	1	+1	new
412	HAZLETT, BURT & WATSON, INC.	$33	400	0	no change
413	Raleigh Capital Management Inc.	$14	0	0	no change
414	Jefferies Financial Group Inc.	—	—	−16,000	exit
415	VANGUARD GROUP INC	—	—	−13,424,793	exit
416	HARBOUR INVESTMENTS, INC.	—	—	−336	exit
417	JONES FINANCIAL COMPANIES LLLP	—	—	−12	exit
418	Brandywine Global Investment Management, LLC	—	—	−111,954	exit
419	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	—	—	−2,591	exit
420	DAVENPORT & Co LLC	—	—	−3,914	exit
421	Banco Santander, S.A.	—	—	−35,350	exit
422	NBT BANK, N.A.	—	—	−100	exit
423	PRUDENTIAL PLC	—	—	−7,355	exit
424	COMERICA BANK	—	—	−40,372	exit
425	TRUST CO OF VERMONT	—	—	−30	exit
426	BALYASNY ASSET MANAGEMENT L.P.	—	—	−484,616	exit
427	SILVERCREST ASSET MANAGEMENT GROUP LLC	—	—	−566,877	exit
428	MILLENNIUM MANAGEMENT LLC	—	—	−149,931	exit
429	CIBC Private Wealth Group LLC	—	—	−105,921	exit
430	BROWN ADVISORY INC	—	—	−6,241	exit
431	Magnetar Financial LLC	—	—	−6,617	exit
432	NORGES BANK	—	—	−1,446,420	exit
433	Hudson Bay Capital Management LP	—	—	−85,577	exit
434	WBI INVESTMENTS, LLC	—	—	−2,899	exit
435	Verition Fund Management LLC	—	—	−5,400	exit
436	TWO SIGMA ADVISERS, LP	—	—	−44,208	exit
437	Edgestream Partners, L.P.	—	—	−10,064	exit
438	DT Investment Partners, LLC	—	—	−94	exit
439	BOOTHBAY FUND MANAGEMENT, LLC	—	—	−5,133	exit
440	Alpha Cubed Investments, LLC	—	—	−2,700	exit
441	Arete Wealth Advisors, LLC	—	—	−3,874	exit
442	ARMISTICE CAPITAL, LLC	—	—	−4,624	exit
443	Maven Securities LTD	—	—	−24,860	exit
444	Krilogy Financial LLC	—	—	−2,753	exit
445	Numerai GP LLC	—	—	−3,478	exit
446	McIlrath & Eck, LLC	—	—	−327	exit
447	Garner Asset Management Corp	—	—	−350	exit
448	Qube Research & Technologies Ltd	—	—	−34,807	exit
449	ExodusPoint Capital Management, LP	—	—	−3,298	exit
450	West Branch Capital LLC	—	—	−93	exit
451	Atom Investors LP	—	—	−21,221	exit
452	Global Retirement Partners, LLC	—	—	−4,516	exit
453	Oak Thistle LLC	—	—	−14,892	exit
454	MQS Management LLC	—	—	−4,106	exit
455	TWINBEECH CAPITAL LP	—	—	−66,471	exit
456	Banque Cantonale Vaudoise	—	—	−15,000	exit
457	INCEPTIONR LLC	—	—	−11,059	exit
458	XTX Topco Ltd	—	—	−39,959	exit
459	Coppell Advisory Solutions LLC	—	—	−9,981	exit
460	Focus Partners Advisor Solutions, LLC	—	—	−4,322	exit
461	TUCKER ASSET MANAGEMENT LLC	—	—	−481	exit
462	CenterBook Partners LP	—	—	−7,873	exit
463	AlphaQuest LLC	—	—	−7,533	exit
464	Forum Financial Management, LP	—	—	−2,892	exit
465	SageView Advisory Group, LLC	—	—	−658	exit
466	iSAM Funds (UK) Ltd	—	—	−3,679	exit
467	Cape Investment Advisory, Inc.	—	—	−32	exit
468	Dunhill Financial, LLC	—	—	−3	exit
469	Caitong International Asset Management Co., Ltd	—	—	−1,303	exit
470	Quarry LP	—	—	−719	exit
471	EntryPoint Capital, LLC	—	—	−14,814	exit
472	Freestone Grove Partners LP	—	—	−73,573	exit
473	Central Pacific Bank - Trust Division	—	—	−575	exit
474	BCS Private Wealth Management, Inc.	—	—	−4,040	exit
475	Worthington Financial Partners, LLC	—	—	−5,817	exit
476	46 Peaks LLC	—	—	−3,075	exit

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

Congress ↔ notable managers · SCI

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 April McClain Delaney D–MD-6 $58K–$220K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $27.6M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SERVICE CORP INTL

Merged timeline of congressional filings and notable-manager moves on SCI
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$50K–$100K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-08-03	April McClain Delaney Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+81,574 sh

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

6 members of Congress disclosed SCI — the congressional view ↗