Who holds SUticker 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 ↗

SUNCOR ENERGY INC NEW · COM · quarter ended 2026-03-31 · 14 members disclosed SU ↗

597

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

$52.2B

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

299

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 SU ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	ROYAL BANK OF CANADA	$4.2B	64,037,311	+935,967	add
2	Elliott Investment Management L.P.	$3.5B	52,670,800	0	no change
3	BANK OF MONTREAL /CAN/	$2.4B	36,475,558	−38,070	trim
4	VANGUARD CAPITAL MANAGEMENT LLC	$2.3B	34,212,502	—	no prior
5	FIL Ltd	$1.9B	29,086,054	+8,035,667	add
6	FMR LLC	$1.8B	27,168,709	+13,073,286	add
7	DODGE & COX	$1.7B	26,262,454	−995,300	trim
8	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$1.7B	26,085,360	+14,304,131	add
9	TD ASSET MANAGEMENT INC	$1.7B	25,497,252	+2,456,753	add
10	Fisher Asset Management, LLC	$1.2B	18,089,707	+1,268,783	add
11	TORONTO DOMINION BANK	$1.2B	17,820,928	−786,377	trim
12	PRINCIPAL FINANCIAL GROUP INC	$1.2B	17,681,187	−1,690,517	trim
13	Artisan Partners Limited Partnership	$1.1B	17,262,055	−15,556,186	trim
14	GQG Partners LLC	$1.1B	17,218,819	+17,218,819	new
15	1832 Asset Management L.P.	$1.1B	16,192,065	−1,599,612	trim
16	Invesco Ltd.	$975M	14,748,078	−1,824,401	trim
17	Connor, Clark & Lunn Investment Management Ltd.	$961M	14,519,545	+4,724,057	add
18	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$955M	14,444,825	−2,236,798	trim
19	MACKENZIE FINANCIAL CORP	$936M	14,157,995	+2,128,963	add
20	DIMENSIONAL FUND ADVISORS LP	$834M	12,609,777	+411,243	add
21	GEODE CAPITAL MANAGEMENT, LLC	$829M	12,255,759	+285,903	add
22	CIBC WORLD MARKET INC.	$809M	12,234,317	−13,883,395	trim
23	CIBC Asset Management Inc	$757M	11,430,855	+1,579,746	add
24	TD Waterhouse Canada Inc.	$727M	11,418,306	+7,082,743	add
25	VANGUARD FIDUCIARY TRUST CO	$701M	10,591,725	—	no prior
26	NATIONAL BANK OF CANADA /FI/	$677M	10,249,189	−1,226,854	trim
27	CANADA PENSION PLAN INVESTMENT BOARD	$589M	8,904,324	+1,047,699	add
28	Federation des caisses Desjardins du Quebec	$565M	8,560,822	+888,297	add
29	Vanguard Global Advisers, LLC	$564M	8,526,176	—	no prior
30	BARCLAYS PLC	$518M	7,832,170	−70,278	trim
31	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$513M	7,758,650	+5,469,431	add
32	MORGAN STANLEY	$496M	7,508,552	−5,369,347	trim
33	BANK OF AMERICA CORP /DE/	$452M	6,842,195	−1,841,668	trim
34	AQR CAPITAL MANAGEMENT LLC	$405M	6,119,302	+102,819	add
35	UBS Group AG	$360M	5,441,421	+2,927,019	add
36	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$331M	5,017,446	+139,047	add
37	Capital Research Global Investors	$330M	4,990,532	+17,201	add
38	BANK OF NOVA SCOTIA	$315M	4,765,867	+795,310	add
39	WELLS FARGO & COMPANY/MN	$310M	4,683,425	−428,492	trim
40	Amundi	$304M	4,603,692	+89,929	add
41	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$297M	3,912,966	−4,212,512	trim
42	SCOTIA CAPITAL INC.	$290M	4,385,717	−28,087	trim
43	Legal & General Group Plc	$289M	4,382,590	−249,049	trim
44	Swiss National Bank	$267M	4,043,492	+838,900	add
45	FRANKLIN RESOURCES INC	$264M	3,995,948	−755,773	trim
46	Alberta Investment Management Corp	$243M	3,672,929	+1,556,029	add
47	MILLENNIUM MANAGEMENT LLC	$237M	3,579,830	−1,898,233	trim
48	Cardinal Capital Management, Inc.	$231M	3,510,340	+9,967	add
49	Fiera Capital Corp	$224M	3,386,302	+2,013,146	add
50	AGF MANAGEMENT LTD	$216M	2,685,549	+127,073	add
51	Merewether Investment Management, LP	$205M	3,103,851	−173,653	trim
52	Bank of New York Mellon Corp	$198M	3,001,716	+173,737	add
53	LAZARD ASSET MANAGEMENT LLC	$192M	2,895,460	−43,710	trim
54	PICTON MAHONEY ASSET MANAGEMENT	$190M	2,874,698	+1,919,912	add
55	BROWN ADVISORY INC	$185M	2,799,806	−452,254	trim
56	DEUTSCHE BANK AG\	$179M	2,703,758	−844,546	trim
57	CITADEL ADVISORS LLC	$155M	2,337,994	+501,707	add
58	VANGUARD ASSET MANAGEMENT, Ltd	$152M	2,297,818	—	no prior
59	TWO SIGMA INVESTMENTS, LP	$148M	2,244,916	−535,993	trim
60	Alyeska Investment Group, L.P.	$132M	2,003,542	−904,071	trim
61	INTACT INVESTMENT MANAGEMENT INC.	$132M	2,002,650	+307,490	add
62	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$132M	1,997,472	+211,976	add
63	BlackRock, Inc.	$132M	1,992,594	−90,905	trim
64	Goehring & Rozencwajg Associates, LLC	$122M	1,840,155	+1,112,774	add
65	GUARDIAN CAPITAL LP	$118M	1,791,267	−197,926	trim
66	Recurrent Investment Advisors LLC	$102M	1,515,161	−245,227	trim
67	Allianz Asset Management GmbH	$98.9M	1,500,625	−760,481	trim
68	ROYAL LONDON ASSET MANAGEMENT LTD	$94.4M	1,427,654	−57,093	trim
69	Life Cycle Investment Partners Ltd	$93.4M	1,412,843	+763,399	add
70	NORTHERN TRUST CORP	$91.4M	1,382,896	+7,203	add
71	Scheer, Rowlett & Associates Investment Management Ltd.	$89.1M	1,347,051	−50,951	trim
72	Nuveen, LLC	$84.1M	1,275,681	−9,956	trim
73	AMERICAN CENTURY COMPANIES INC	$82.6M	1,248,841	+200,195	add
74	AustralianSuper Pty Ltd	$82.3M	1,244,216	−125,431	trim
75	JANE STREET GROUP, LLC	$80.0M	1,209,678	+859,275	add
76	OMERS ADMINISTRATION Corp	$78.3M	1,188,359	+1,188,359	new
77	Korea Investment CORP	$75.8M	1,149,462	+3,412	add
78	NewEdge Wealth, LLC	$71.5M	1,082,177	+81,565	add
79	Addenda Capital Inc.	$68.7M	747,066	−13,800	trim
80	Ruffer LLP	$66.4M	1,004,062	+4,894	add
81	LOCUST WOOD CAPITAL ADVISERS, LLC	$58.8M	888,781	−895,308	trim
82	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$55.8M	846,111	+50,502	add
83	Zurcher Kantonalbank (Zurich Cantonalbank)	$55.3M	838,824	−117,559	trim
84	Janus Henderson Group Ltd.	$53.6M	812,882	+26,844	add
85	Allspring Global Investments Holdings, LLC	$50.4M	775,769	+60,506	add
86	WELLINGTON MANAGEMENT GROUP LLP	$49.7M	754,363	+371,699	add
87	Focus Partners Wealth	$48.2M	728,508	−10,574	trim
88	Point72 Asset Management, L.P.	$47.3M	715,911	−1,321,043	trim
89	Hillsdale Investment Management Inc.	$46.7M	706,845	−119,772	trim
90	Clark Capital Management Group, Inc.	$45.5M	688,986	−613,212	trim
91	Holocene Advisors, LP	$44.9M	678,464	−381,180	trim
92	Quadrature Capital Ltd	$43.9M	666,500	−802,849	trim
93	GREAT LAKES ADVISORS, LLC	$43.0M	650,728	−51,263	trim
94	Vident Advisory, LLC	$41.8M	631,888	−116,454	trim
95	Assenagon Asset Management S.A.	$40.4M	611,716	+573,442	add
96	Vanguard Investments Australia, Ltd.	$37.0M	559,294	—	no prior
97	Trexquant Investment LP	$36.6M	553,009	+333,236	add
98	BALYASNY ASSET MANAGEMENT L.P.	$36.4M	550,855	−1,119	trim
99	Susquehanna Portfolio Strategies, LLC	$35.6M	537,900	−170,500	trim
100	Tidal Investments LLC	$33.7M	509,902	+472,016	add
101	Waratah Capital Advisors Ltd.	$33.3M	503,049	+503,049	new
102	BCV Asset Management Inc.	$31.9M	483,208	−68,181	trim
103	MONTRUSCO BOLTON INVESTMENTS INC.	$31.5M	478,392	−16,089	trim
104	ENVESTNET ASSET MANAGEMENT INC	$29.8M	450,179	−135,788	trim
105	SEGALL BRYANT & HAMILL, LLC	$29.4M	445,249	+249,904	add
106	SIR Capital Management, L.P.	$28.7M	434,580	+72,262	add
107	STATE OF WISCONSIN INVESTMENT BOARD	$28.4M	431,247	−100,200	trim
108	Pictet Asset Management Holding SA	$28.3M	428,599	−2,408	trim
109	Harvest Portfolios Group Inc.	$27.9M	421,241	+60,573	add
110	Rempart Asset Management Inc.	$27.4M	414,909	−61,746	trim
111	Old West Investment Management, LLC	$27.3M	413,147	+280,174	add
112	BLAIR WILLIAM & CO/IL	$27.2M	412,174	+233,488	add
113	Bridgewater Associates, LP	$27.2M	412,239	−55,234	trim
114	BANK OF NOVA SCOTIA TRUST CO	$27.0M	409,035	+33,523	add
115	Cardinal Point Capital Management ULC	$25.0M	378,476	−16,841	trim
116	Northwest & Ethical Investments L.P.	$23.5M	355,830	+85,265	add
117	Qube Research & Technologies Ltd	$23.2M	351,374	−34,342	trim
118	Purpose Unlimited Inc.	$22.9M	346,776	+144,070	add
119	PDT Partners, LLC	$22.8M	344,551	−46,492	trim
120	AMERIPRISE FINANCIAL INC	$22.6M	257,629	−118,792	trim
121	Maryland State Retirement & Pension System	$20.7M	312,991	−20,399	trim
122	Sagefield Capital LP	$20.3M	306,741	+98,433	add
123	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$20.2M	305,600	+95,600	add
124	Crossmark Global Holdings, Inc.	$20.0M	302,260	—	no prior
125	Mitsubishi UFJ Trust & Banking Corp	$19.8M	302,505	−65,500	trim
126	Ceredex Value Advisors LLC	$19.7M	298,300	+298,300	new
127	Guardian Partners Inc.	$19.4M	293,897	+199	add
128	BARINGS LLC	$19.1M	288,783	+201,608	add
129	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$19.1M	288,917	−160,228	trim
130	Creative Planning	$18.1M	274,510	+52,027	add
131	CITIGROUP INC	$18.0M	272,841	−286,166	trim
132	HITE Hedge Asset Management LLC	$17.9M	270,665	−428,008	trim
133	COOKSON PEIRCE & CO INC	$17.8M	268,811	+268,811	new
134	Man Group plc	$17.8M	268,566	−6,844	trim
135	LETKO, BROSSEAU & ASSOCIATES INC	$17.7M	269,162	−1,392,090	trim
136	FIRST TRUST ADVISORS LP	$17.2M	260,952	+22,076	add
137	Guinness Asset Management LTD	$17.0M	256,709	+71,386	add
138	Corigliano Investment Advisers, LLC	$15.5M	234,100	−153,900	trim
139	Investment Management Corp of Ontario	$15.2M	230,099	+15,080	add
140	LPL Financial LLC	$15.1M	227,687	−4,987	trim
141	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$14.7M	222,828	−6,610	trim
142	ExodusPoint Capital Management, LP	$13.9M	210,101	+191,401	add
143	Walter Public Investments Inc.	$13.6M	205,000	+205,000	new
144	Genus Capital Management Inc.	$13.2M	200,671	+200,671	new
145	INTECH INVESTMENT MANAGEMENT LLC	$12.9M	195,466	+70,342	add
146	Engineers Gate Manager LP	$12.9M	194,725	+155,830	add
147	Greenfield Seitz Capital Management, LLC	$12.5M	189,089	−12,666	trim
148	RAYMOND JAMES FINANCIAL INC	$11.9M	180,570	−7,794	trim
149	KORNITZER CAPITAL MANAGEMENT INC /KS	$11.6M	174,948	−2,345	trim
150	KEATING INVESTMENT COUNSELORS INC	$11.3M	170,454	−5,929	trim
151	Aviso Financial Inc.	$11.2M	169,704	+5,010	add
152	Aventail Capital Group, LP	$10.3M	155,982	−79,590	trim
153	VOYA INVESTMENT MANAGEMENT LLC	$9.9M	150,601	+15,069	add
154	Gold Investment Management Ltd.	$9.9M	150,037	+1,958	add
155	GILDER GAGNON HOWE & CO LLC	$9.9M	149,028	−975	trim
156	MUFG Securities EMEA plc	$9.2M	140,000	−310,000	trim
157	CIDEL ASSET MANAGEMENT INC	$9.2M	139,288	+131,433	add
158	Brevan Howard Capital Management LP	$9.1M	135,000	+135,000	new
159	Meixler Investment Management, Ltd.	$8.9M	134,927	−43,021	trim
160	Hudson Bay Capital Management LP	$8.7M	131,793	+131,793	new
161	Utah Retirement Systems	$8.7M	131,770	−5,117	trim
162	Swiss Life Asset Management Ltd	$8.5M	128,581	−101,583	trim
163	Quantinno Capital Management LP	$8.4M	127,526	+17,460	add
164	USS Investment Management Ltd	$8.4M	127,297	0	no change
165	Walleye Trading LLC	$8.1M	123,139	+123,139	new
166	NewEdge Advisors, LLC	$7.9M	119,931	+119,931	new
167	STATE STREET CORP	$7.9M	119,586	+91	add
168	BNP Paribas Asset Management Holding S.A.	$7.9M	119,353	+14,105	add
169	Lighthouse Investment Partners, LLC	$7.9M	118,973	−356,027	trim
170	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.9M	118,813	0	no change
171	Gradient Investments LLC	$7.7M	115,766	+58,443	add
172	FIRST FOUNDATION ADVISORS	$7.4M	111,514	−138,457	trim
173	D. E. Shaw & Co., Inc.	$7.3M	110,469	−952,224	trim
174	STIFEL FINANCIAL CORP	$7.3M	110,024	−25,846	trim
175	EAGLE GLOBAL ADVISORS LLC	$7.2M	108,850	+280	add
176	Oxbow Advisors, LLC	$7.2M	108,519	−93	trim
177	Pinnacle Financial Partners, Inc.	$7.1M	106,877	+6,370	add
178	XTX Topco Ltd	$6.9M	103,687	+67,546	add
179	Aldebaran Capital, LLC	$6.8M	103,481	−11,830	trim
180	Inlet Private Wealth, LLC	$6.8M	102,770	−3,900	trim
181	Pacifica Partners Inc.	$6.7M	101,907	−2,165	trim
182	Rockefeller Capital Management L.P.	$6.5M	98,849	−118,605	trim
183	Cetera Investment Advisers	$6.4M	97,079	−17,392	trim
184	Metis Global Partners, LLC	$6.4M	97,067	+3,501	add
185	Mariner, LLC	$6.1M	91,671	+10,188	add
186	Fairbanks Capital Management, Inc.	$6.0M	91,479	−27,167	trim
187	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.0M	91,096	−155,154	trim
188	OSAIC HOLDINGS, INC.	$6.0M	90,187	−3,378	trim
189	ADAGE CAPITAL PARTNERS GP, L.L.C.	$5.9M	90,000	+10,000	add
190	CWA Asset Management Group, LLC	$5.9M	89,795	−14,036	trim
191	ALLIANCEBERNSTEIN L.P.	$5.9M	133,327	−153,475	trim
192	Grantham, Mayo, Van Otterloo & Co. LLC	$5.9M	89,700	−2,554	trim
193	RITHOLTZ WEALTH MANAGEMENT	$5.8M	87,753	+5,221	add
194	PCJ Investment Counsel Ltd.	$5.5M	83,210	+8,030	add
195	VICTORY CAPITAL MANAGEMENT INC	$5.5M	82,497	−921	trim
196	LOUISBOURG INVESTMENTS INC.	$5.4M	82,220	−14,359	trim
197	EXENCIAL WEALTH ADVISORS, LLC	$5.4M	81,294	−61	trim
198	Vanguard Personalized Indexing Management, LLC	$5.3M	79,997	−1,049	trim
199	Trek Financial, LLC	$5.2M	78,784	+78,784	new
200	Jefferies Financial Group Inc.	$5.2M	78,331	+78,331	new
201	WASATCH ADVISORS LP	$5.1M	77,366	+224	add
202	NATIXIS	$5.1M	77,400	+67,178	add
203	Royal Fund Management, LLC	$5.1M	77,079	+17,792	add
204	K.J. Harrison & Partners Inc	$4.8M	73,257	+85	add
205	US BANCORP \DE\	$4.8M	72,226	−1,099	trim
206	Vise Technologies, Inc.	$4.7M	105,215	0	no change
207	Cerity Partners LLC	$4.6M	69,486	+5,634	add
208	PRUDENTIAL PLC	$4.4M	67,115	−1,786	trim
209	Empowered Funds, LLC	$4.4M	67,037	+67,037	new
210	Graham Capital Management, L.P.	$4.4M	66,716	+66,716	new
211	Corient Private Wealth LLC	$4.4M	66,749	−904,465	trim
212	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.3M	64,492	+23,129	add
213	Triasima Portfolio Management inc.	$4.1M	62,114	+1,052	add
214	EASTERLY INVESTMENT PARTNERS LLC	$4.1M	61,797	−46,680	trim
215	Ashton Thomas Private Wealth, LLC	$4.1M	61,662	+1,224	add
216	Beverly Hills Private Wealth, LLC	$4.0M	60,745	−8,000	trim
217	HORIZON KINETICS ASSET MANAGEMENT LLC	$3.7M	56,237	+1,460	add
218	MONTGOMERY INVESTMENT MANAGEMENT INC	$3.7M	56,200	0	no change
219	Osmosis Investment Management UK Ltd	$3.7M	55,950	+55,950	new
220	Summit Financial, LLC	$3.6M	54,273	−396	trim
221	Blue Capital, Inc.	$3.5M	52,451	+52,451	new
222	COMMONWEALTH EQUITY SERVICES, LLC	$3.4M	51,430	+1,706	add
223	Kestra Advisory Services, LLC	$3.3M	50,445	+1,178	add
224	HANCOCK WHITNEY CORP	$3.3M	49,171	+49,171	new
225	Sequoia Financial Advisors, LLC	$3.2M	48,966	−4,154	trim
226	Capital World Investors	$3.2M	48,740	0	no change
227	HEARTLAND ADVISORS INC	$3.1M	46,564	+60	add
228	Ensign Peak Advisors, Inc	$3.0M	44,892	−9,900	trim
229	AVIVA PLC	$2.9M	43,966	−694	trim
230	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.9M	43,827	+43,827	new
231	FORA Capital, LLC	$2.9M	43,619	+43,619	new
232	Westerkirk Capital Inc.	$2.8M	42,610	+2,000	add
233	Nitor Capital Management LLC	$2.8M	42,470	−9,723	trim
234	PKO Investment Management Joint-Stock Co	$2.8M	41,800	+9,300	add
235	WORLDQUANT MILLENNIUM ADVISORS LLC	$2.6M	39,214	+16,349	add
236	Twin Tree Management, LP	$2.6M	39,060	+37,768	add
237	VELA Investment Management, LLC	$2.6M	38,771	−15,597	trim
238	Private Advisor Group, LLC	$2.5M	38,254	+2,784	add
239	PINNACLE ASSOCIATES LTD	$2.5M	37,450	−539	trim
240	SEI INVESTMENTS CO	$2.5M	37,333	+5,534	add
241	SIGNATUREFD, LLC	$2.5M	37,324	+1,336	add
242	Pekin Hardy Strauss, Inc.	$2.4M	36,469	−64,755	trim
243	Envestnet Portfolio Solutions, Inc.	$2.4M	35,957	−9,556	trim
244	Advisors Asset Management, Inc.	$2.4M	35,937	+1,734	add
245	Atom Investors LP	$2.3M	35,240	−44,725	trim
246	Caprock Group, LLC	$2.3M	34,610	+1,146	add
247	denkapparat Operations GmbH	$2.3M	34,600	+3,400	add
248	Squarepoint Ops LLC	$2.3M	34,265	+34,265	new
249	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.3M	34,261	+938	add
250	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.2M	33,924	+5,450	add
251	Laird Norton Wetherby Trust Company, LLC	$2.2M	33,578	+903	add
252	UniSuper Management Pty Ltd	$2.2M	24,000	0	no change
253	Sumitomo Mitsui Trust Group, Inc.	$2.2M	32,719	−1,458	trim
254	Amova Asset Management Americas, Inc.	$2.2M	32,719	−1,458	trim
255	Qtron Investments LLC	$2.2M	32,658	+997	add
256	Live Oak Investment Partners	$2.1M	32,298	−2,439	trim
257	VIEWPOINT INVESTMENT PARTNERS CORP	$2.0M	30,385	+25,485	add
258	MML INVESTORS SERVICES, LLC	$2.0M	30,009	−15,581	trim
259	EVOLVE PRIVATE WEALTH, LLC	$2.0M	29,809	+7,744	add
260	Caitong International Asset Management Co., Ltd	$2.0M	29,605	+29,587	add
261	QUADRANT CAPITAL GROUP LLC	$1.9M	28,684	−64	trim
262	ASSETMARK, INC	$1.9M	28,681	+10,219	add
263	World Investment Advisors	$1.9M	28,572	−258	trim
264	Strategic Global Advisors, LLC	$1.9M	28,102	+5,058	add
265	Pathstone Holdings, LLC	$1.8M	26,576	+716	add
266	TRUIST FINANCIAL CORP	$1.8M	26,548	−4,843	trim
267	KING LUTHER CAPITAL MANAGEMENT CORP	$1.7M	25,479	−1,543	trim
268	Sanctuary Advisors, LLC	$1.7M	25,032	−3,019	trim
269	Stonehage Fleming Financial Services Holdings Ltd	$1.7M	24,984	−4,817	trim
270	SPROTT INC.	$1.6M	24,919	+24,919	new
271	TRUST CO OF TOLEDO NA /OH/	$1.6M	24,622	0	no change
272	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.6M	24,278	+190	add
273	CHESAPEAKE CAPITAL CORP /IL/	$1.6M	23,862	+1,121	add
274	MAVERICK CAPITAL LTD	$1.5M	22,911	+22,911	new
275	Mraz, Amerine & Associates, Inc.	$1.5M	22,282	−110	trim
276	HighTower Advisors, LLC	$1.5M	22,062	+1,984	add
277	CoreCommodity Management, LLC	$1.4M	21,882	−54,857	trim
278	BTG Pactual Asset Management US LLC	$1.4M	21,737	+21,737	new
279	Archford Capital Strategies, LLC	$1.4M	21,571	−3,215	trim
280	GS Investments, Inc.	$1.4M	21,400	0	no change
281	Greenline Partners, LLC	$1.4M	21,224	0	no change
282	One Capital Management, LLC	$1.4M	21,168	+24	add
283	Steward Partners Investment Advisory, LLC	$1.3M	20,234	+4,608	add
284	BENJAMIN EDWARDS INC	$1.3M	19,906	−3,982	trim
285	Frank, Rimerman Advisors LLC	$1.3M	19,787	0	no change
286	CREDIT AGRICOLE S A	$1.3M	19,699	−131	trim
287	IEQ CAPITAL, LLC	$1.3M	19,556	+2,019	add
288	PRINCIPAL SECURITIES, INC.	$1.3M	19,485	−9,360	trim
289	Savant Capital, LLC	$1.3M	19,414	+2,101	add
290	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.3M	19,030	+19,030	new
291	CHICAGO TRUST Co NA	$1.2M	18,858	−1,153	trim
292	Robertson Stephens Wealth Management, LLC	$1.2M	18,409	+635	add
293	HB Wealth Management, LLC	$1.2M	18,113	+1,063	add
294	Sivia Capital Partners, LLC	$1.2M	17,775	+9,412	add
295	Gotham Asset Management, LLC	$1.2M	17,704	−38,652	trim
296	Compound Planning, Inc.	$1.2M	17,626	+1,426	add
297	GATEWAY INVESTMENT ADVISERS LLC	$1.2M	17,597	+1,551	add
298	MATHER GROUP, LLC.	$1.2M	17,511	−12	trim
299	Centiva Capital, LP	$1.1M	17,325	+17,325	new
300	Delta Investment Management, LLC	$1.1M	17,194	0	no change
301	&PARTNERS	$1.1M	16,851	−1,968	trim
302	Jackson Hole Capital Partners, LLC	$1.1M	16,700	0	no change
303	Kerrisdale Advisers, LLC	$1.1M	16,550	+16,550	new
304	Fractal Investments LLC	$1.1M	16,400	+10,000	add
305	MERCER GLOBAL ADVISORS INC /ADV	$1.1M	15,910	+1,164	add
306	Equitable Holdings, Inc.	$1.0M	15,821	+15,821	new
307	Walleye Capital LLC	$1.0M	15,753	−3,627	trim
308	Tacita Capital Inc	$1.0M	15,792	+13,252	add
309	REGIONS FINANCIAL CORP	$1.0M	15,564	+2,861	add
310	EVERGREEN CAPITAL MANAGEMENT LLC	$1.0M	15,341	+206	add
311	Dynamic Technology Lab Private Ltd	$1.0M	15,230	+15,230	new
312	COURIER CAPITAL LLC	$989K	14,965	−550	trim
313	WESTWOOD HOLDINGS GROUP INC	$985K	14,934	+14,934	new
314	GUGGENHEIM CAPITAL LLC	$979K	14,803	+5,821	add
315	Candriam S.C.A.	$964K	14,627	+1,099	add
316	Merit Financial Group, LLC	$920K	13,913	+462	add
317	180 WEALTH ADVISORS, LLC	$916K	13,860	−1,348	trim
318	BURNEY CO/	$882K	13,346	−6,862	trim
319	Marex Group Ltd	$881K	13,332	+13,332	new
320	Inspire Advisors, LLC	$880K	13,313	−1,250	trim
321	Ruggaard & Associates LLC	$866K	13,095	+569	add
322	KESTRA PRIVATE WEALTH SERVICES, LLC	$865K	13,088	−3,894	trim
323	BRANDYWINE TRUST CO	$859K	13,000	0	no change
324	Summerhill Capital Management lnc.	$842K	12,761	+12,761	new
325	PRELUDE CAPITAL MANAGEMENT, LLC	$841K	12,726	−2,774	trim
326	Waverly Advisors, LLC	$839K	12,697	+1,220	add
327	Belpointe Asset Management LLC	$826K	12,500	+12,500	new
328	Fortis Capital Advisors, LLC	$826K	12,500	+12,500	new
329	MCCARTER PRIVATE WEALTH SERVICES LLC	$826K	12,500	0	no change
330	Clearstead Advisors, LLC	$803K	12,140	+11,569	add
331	Crewe Advisors LLC	$787K	11,905	0	no change
332	Aviance Capital Partners, LLC	$774K	11,713	0	no change
333	ACADIAN ASSET MANAGEMENT LLC	$770K	11,673,670	+1,704,899	add
334	Baron Wealth Management LLC	$769K	11,636	+294	add
335	Brooklyn Investment Group	$768K	11,614	+11,614	new
336	Cannell & Spears LLC	$760K	11,500	−20,300	trim
337	Kathmere Capital Management, LLC	$752K	11,381	+237	add
338	Orion Porfolio Solutions, LLC	$741K	11,214	−2,771	trim
339	FIRST FINANCIAL CORP /IN/	$731K	11,062	−2,770	trim
340	CAPSTONE INVESTMENT ADVISORS, LLC	$731K	11,053	+11,053	new
341	FARMERS & MERCHANTS INVESTMENTS INC	$722K	10,915	0	no change
342	Formidable Asset Management, LLC	$710K	16,004	+171	add
343	GLENMEDE TRUST CO NA	$690K	10,431	−1,173	trim
344	Lido Advisors, LLC	$682K	10,322	+2,455	add
345	WORLD EQUITY GROUP, INC.	$676K	10,229	+10,229	new
346	Institute for Wealth Management, LLC.	$659K	9,973	−50	trim
347	Hills Bank & Trust Co	$623K	9,417	0	no change
348	LEUTHOLD GROUP, LLC	$622K	9,411	−281	trim
349	GUYASUTA INVESTMENT ADVISORS INC	$610K	9,228	0	no change
350	OpenArc Corporate Advisory, LLC	$609K	9,215	+4,086	add
351	CWM, LLC	$606K	9,173	+942	add
352	Spire Wealth Management	$603K	9,127	+189	add
353	VAN DEN BERG MANAGEMENT I, INC	$603K	9,116	−52	trim
354	Mayflower Financial Advisors, LLC	$601K	9,095	−11	trim
355	3Chopt Investment Partners, LLC	$601K	9,089	−46	trim
356	Guinness Atkinson Asset Management Inc	$599K	9,055	+682	add
357	SummitTX Capital, L.P.	$594K	8,982	+729	add
358	Sustainable Insight Capital Management, LLC	$590K	8,916	−8,484	trim
359	LEIGH BALDWIN & CO., LLC	$588K	8,900	−101	trim
360	Asset Dedication, LLC	$579K	8,755	−266	trim
361	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$578K	8,743	+857	add
362	EVERETT HARRIS & CO /CA/	$574K	8,675	−12,000	trim
363	Sage Investment Counsel LLC	$569K	8,600	+200	add
364	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$563K	8,513	+7,022	add
365	CIBC Bancorp USA Inc.	$560K	7,474	—	no prior
366	Texas Capital Bank Wealth Management Services Inc	$550K	8,314	+1,305	add
367	Faithward Advisors, LLC	$547K	8,281	−5	trim
368	Checchi Capital Advisers, LLC	$544K	8,233	+37	add
369	Heritage Family Offices, LLP	$542K	8,204	−8,097	trim
370	Value Partners Investments Inc.	$539K	8,161	−1,324	trim
371	Keystone Wealth Services, LLC	$538K	8,139	0	no change
372	Legacy Capital Group California, Inc.	$536K	8,106	+8,106	new
373	Focus Partners Advisor Solutions, LLC	$522K	7,897	+7,897	new
374	Lifetime Wealth Management P.C.	$510K	7,715	0	no change
375	Hardy Reed LLC	$505K	7,644	+26	add
376	Callan Family Office, LLC	$500K	7,560	−570	trim
377	STEPH & CO	$499K	7,541	+255	add
378	Avise Financial Cooperative, Inc.	$496K	7,510	−1,012	trim
379	D'Orazio & Associates, Inc.	$496K	7,496	−53	trim
380	Family Manage LLC	$489K	7,404	+701	add
381	JFS WEALTH ADVISORS, LLC	$483K	7,309	0	no change
382	MAI Capital Management	$481K	7,274	+212	add
383	QRG CAPITAL MANAGEMENT, INC.	$478K	7,235	+2,149	add
384	Northern Financial Advisors Inc	$477K	7,209	+1,901	add
385	Independence Bank of Kentucky	$465K	7,030	−1,240	trim
386	MQS Management LLC	$462K	6,992	+6,992	new
387	M&T BANK CORP	$462K	6,990	−80	trim
388	Ewing Morris & Co. Investment Partners Ltd.	$458K	6,940	−45	trim
389	August Group Capital Ltd	$457K	6,919	−19	trim
390	Net Worth Advisory Group	$455K	6,890	−56	trim
391	CHOREO, LLC	$442K	6,691	−159	trim
392	HUB Investment Partners, LLC	$439K	6,646	+339	add
393	PDS Planning, Inc	$439K	6,634	−1	trim
394	Sowell Financial Services LLC	$436K	6,594	−498	trim
395	Ascent Group, LLC	$435K	6,587	−93	trim
396	Arax Advisory Partners	$434K	6,559	−3,625	trim
397	Pure Financial Advisors, LLC	$428K	6,468	+298	add
398	CURA WEALTH ADVISORS, LLC	$424K	6,406	0	no change
399	Stratos Wealth Partners, LTD.	$423K	6,402	−249	trim
400	SAGESPRING WEALTH PARTNERS, LLC	$420K	6,359	−225	trim
401	Sanchez Levi Garrett	$417K	6,304	—	no prior
402	Sequent Planning LLC	$404K	6,112	+116	add
403	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$403K	6,096	+6,096	new
404	Fideuram Asset Management (Ireland) dac	$399K	5,382	+5,382	new
405	Corient IA LLC	$394K	5,960	0	no change
406	MOODY NATIONAL BANK TRUST DIVISION	$389K	5,891	+424	add
407	Mattson Financial Services, LLC	$384K	5,808	+5,808	new
408	FIFTH THIRD BANCORP	$377K	5,701	−334	trim
409	Larry Mathis Financial Planning, LLC	$376K	5,687	−113	trim
410	Independent Advisor Alliance	$375K	5,669	+588	add
411	Brown Financial Advisors	$371K	5,619	+5,619	new
412	Fox Hill Wealth Management	$371K	5,616	−15	trim
413	Inspire Investing, LLC	$369K	5,587	−237	trim
414	Edgestream Partners, L.P.	$367K	5,547	+5,547	new
415	Atria Investments, Inc	$366K	5,533	−1,281	trim
416	Syverson Strege & Co	$361K	5,466	−2	trim
417	Alan B Lancz & Associates, Inc.	$357K	5,400	−1,300	trim
418	AE Wealth Management LLC	$357K	5,396	+325	add
419	Goldstein Advisors, LLC	$354K	5,351	−23	trim
420	SIH Partners, LLLP	$352K	5,327	+5,327	new
421	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$352K	5,326	+1,482	add
422	Beacon Pointe Advisors, LLC	$345K	5,226	+5,226	new
423	Evelyn Partners Investment Management LLP	$344K	5,200	0	no change
424	CSS LLC/IL	$331K	5,010	0	no change
425	Dixon Mitchell Investment Counsel Inc.	$331K	5,019	−165	trim
426	NLB Skladi, upravljanje premozenja, d.o.o.	$331K	5,000	+164	add
427	Avior Wealth Management, LLC	$330K	4,985	−655	trim
428	Gateway Wealth Partners, LLC	$328K	4,966	+4,966	new
429	Cypress Capital, LLC	$327K	4,940	+29	add
430	Bridgewater Advisors Inc.	$326K	4,935	+103	add
431	Composition Wealth, LLC	$325K	4,915	+4,915	new
432	Fortis Advisors, LLC	$317K	4,800	+4,800	new
433	Moors & Cabot, Inc.	$315K	4,762	−20	trim
434	Chevy Chase Trust Holdings, LLC	$312K	4,722	+25	add
435	Joel Isaacson & Co., LLC	$312K	4,718	−200	trim
436	Gladstone Institutional Advisory LLC	$312K	4,717	−569	trim
437	Aprio Wealth Management, LLC	$309K	4,678	+4,678	new
438	EP Wealth Advisors, LLC	$307K	4,641	−2,168	trim
439	Cumberland Partners Ltd	$304K	4,607	−2,013	trim
440	Avidian Wealth Enterprises, LLC	$297K	4,499	−605	trim
441	Intelligence Driven Advisers, LLC	$295K	4,467	−929	trim
442	Bryn Mawr Trust Advisors, LLC	$295K	4,458	−1,284	trim
443	FIDELIS CAPITAL PARTNERS, LLC	$288K	4,359	+4,359	new
444	Plan A Wealth LLC	$281K	4,246	+4,246	new
445	PRIVATE TRUST CO NA	$280K	4,228	−264	trim
446	Venture Visionary Partners LLC	$279K	4,216	+4,216	new
447	MONETA GROUP INVESTMENT ADVISORS LLC	$276K	4,169	+4,169	new
448	GREAT VALLEY ADVISOR GROUP, INC.	$274K	4,146	+4,146	new
449	DRW Securities, LLC	$272K	4,112	+4,112	new
450	Baird Financial Group, Inc.	$272K	4,107	+4,107	new
451	111 Capital	$271K	4,099	+4,099	new
452	State of Wyoming	$270K	4,088	−18,240	trim
453	SAPIENT CAPITAL LLC	$269K	4,073	+4,073	new
454	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$264K	4,000	+4,000	new
455	Pinnacle Wealth Planning Services, Inc.	$261K	3,952	−87	trim
456	Hilltop National Bank	$260K	3,930	−182	trim
457	Dynamic Advisor Solutions LLC	$259K	3,923	+3,923	new
458	National Philanthropic Trust	$256K	3,866	—	no prior
459	EWA, LLC	$255K	3,860	+3,860	new
460	Scientech Research LLC	$253K	3,830	−2,119	trim
461	Wealthspire Advisors, LLC	$252K	3,816	−7,522	trim
462	Choate Investment Advisors	$252K	3,806	+3,806	new
463	Allworth Financial LP	$250K	3,785	+189	add
464	Americana Partners, LLC	$250K	3,775	+3,775	new
465	Ervin Investment Management, LLC	$249K	3,759	+3,759	new
466	CogentBlue Wealth Advisors, LLC	$249K	3,759	+3,759	new
467	Integrated Advisors Network LLC	$248K	3,756	+3,756	new
468	FOX RUN MANAGEMENT, L.L.C.	$247K	3,737	+3,737	new
469	ACORN CREEK CAPITAL LLC	$246K	3,726	+3,726	new
470	Lorne Steinberg Wealth Management Inc.	$245K	3,706	+3,706	new
471	KCM INVESTMENT ADVISORS LLC	$244K	3,688	+3,688	new
472	Well Done, LLC	$233K	3,526	+3,526	new
473	HARVEY CAPITAL MANAGEMENT INC	$231K	3,500	+3,500	new
474	Signal Advisors Wealth, LLC	$225K	3,399	+3,399	new
475	NBT BANK, N.A.	$220K	3,328	−300	trim
476	VestGen Advisors, LLC	$220K	3,301	+3,301	new
477	Coyle Financial Counsel LLC	$215K	3,255	+3,255	new
478	Resonant Capital Advisors, LLC	$214K	3,241	+3,241	new
479	Savvy Advisors, Inc.	$212K	3,213	+3,213	new
480	Copley Financial Group, Inc.	$210K	3,169	+3,169	new
481	Ethic Inc.	$208K	3,145	+3,145	new
482	OLD NATIONAL BANCORP /IN/	$207K	3,125	+3,125	new
483	Jain Global LLC	$205K	3,100	+3,100	new
484	Intrepid Financial Planning Group LLC	$205K	3,100	+3,100	new
485	Aptus Capital Advisors, LLC	$204K	3,089	+3,089	new
486	Concurrent Investment Advisors, LLC	$204K	3,080	+3,080	new
487	Mutual Advisors, LLC	$202K	3,051	+3,051	new
488	CHILTON CAPITAL MANAGEMENT LLC	$198K	3,000	0	no change
489	RHUMBLINE ADVISERS	$191K	2,887	−335	trim
490	Transamerica Financial Advisors, LLC	$177K	2,678	−1,531	trim
491	UMB Bank, n.a.	$175K	2,646	+300	add
492	EFG International AG	$158K	2,385	+20	add
493	JONES FINANCIAL COMPANIES LLLP	$156K	2,362	+696	add
494	Banque Transatlantique SA	$149K	2,256	+2,256	new
495	Smartleaf Asset Management LLC	$137K	2,071	+407	add
496	Sawyer & Company, Inc	$136K	2,058	0	no change
497	GHP Investment Advisors, Inc.	$132K	2,002	0	no change
498	CENTRAL TRUST Co	$130K	1,969	+65	add
499	WealthCollab, LLC	$114K	1,719	0	no change
500	Cromwell Holdings LLC	$114K	1,718	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 · SU

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

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

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 2 Bridgewater Associates, Gotham Asset Management $28.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SUNCOR ENERGY INC NEW

Merged timeline of congressional filings and notable-manager moves on SU
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	trim	−55,234 sh
2026-05-15	Gotham Asset Management 13F	trim	−38,652 sh

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

14 members of Congress disclosed SU — the congressional view ↗