Who holds TAPticker 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 ↗

MOLSON COORS BEVERAGE CO · CL B · quarter ended 2026-03-31 · 12 members disclosed TAP ↗

432

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

$6.0B

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

207

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 TAP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	DODGE & COX	$798M	18,523,049	−87,875	trim
2	BlackRock, Inc.	$504M	11,697,941	+804,928	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$458M	10,627,366	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$389M	9,041,848	—	no prior
5	STATE STREET CORP	$377M	8,750,039	−96,930	trim
6	DIMENSIONAL FUND ADVISORS LP	$360M	8,363,157	+790,314	add
7	Invesco Ltd.	$224M	5,205,059	+720,059	add
8	AQR CAPITAL MANAGEMENT LLC	$202M	4,695,599	+1,932,580	add
9	MORGAN STANLEY	$129M	3,000,440	+125,946	add
10	DEUTSCHE BANK AG\	$109M	2,539,857	+205,101	add
11	SCHRODER INVESTMENT MANAGEMENT GROUP	$101M	2,352,259	+280,283	add
12	ROYAL LONDON ASSET MANAGEMENT LTD	$101M	2,340,004	+299,459	add
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$85.9M	1,994,323	−536,822	trim
14	Contrarius Group Holdings Ltd	$84.9M	1,971,886	+1,256,676	add
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$79.5M	1,846,718	+69,431	add
16	TWO SIGMA INVESTMENTS, LP	$73.3M	1,702,916	+683,241	add
17	BRANDES INVESTMENT PARTNERS, LP	$70.6M	1,639,212	+1,531,733	add
18	FAIRFAX FINANCIAL HOLDINGS LTD/ CAN	$61.9M	1,438,500	+100,000	add
19	NORTHERN TRUST CORP	$61.0M	1,416,776	−48,351	trim
20	Man Group plc	$58.0M	1,347,833	+906,990	add
21	UBS Group AG	$57.4M	1,332,079	−632,077	trim
22	CITADEL ADVISORS LLC	$54.8M	1,272,886	−10,583	trim
23	D. E. Shaw & Co., Inc.	$53.9M	1,252,116	+208,435	add
24	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$53.6M	1,245,785	−76,678	trim
25	BANK OF AMERICA CORP /DE/	$51.2M	1,187,921	+317,387	add
26	RWC Asset Management LLP	$50.9M	1,182,587	+77,955	add
27	Capital International Investors	$49.5M	1,149,778	+14,323	add
28	Gotham Asset Management, LLC	$48.8M	1,132,864	+477,617	add
29	PFA Pension, Forsikringsaktieselskab	$44.8M	1,040,304	+1,040,304	new
30	Squarepoint Ops LLC	$42.7M	992,277	−328,882	trim
31	VANGUARD FIDUCIARY TRUST CO	$40.6M	942,301	—	no prior
32	Ranmore Fund Management Ltd	$38.8M	900,000	+74,000	add
33	FMR LLC	$34.8M	807,054	+118,130	add
34	MILLENNIUM MANAGEMENT LLC	$34.5M	801,807	+444,293	add
35	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$29.2M	679,071	+345,011	add
36	WILSEY ASSET MANAGEMENT INC	$29.1M	675,726	+55,465	add
37	Clarkston Capital Partners, LLC	$28.6M	665,185	−2,686,230	trim
38	CITIGROUP INC	$25.9M	602,199	+274,404	add
39	STOREBRAND ASSET MANAGEMENT AS	$24.9M	579,057	—	no prior
40	Robeco Institutional Asset Management B.V.	$23.7M	550,829	+150,609	add
41	ARIEL INVESTMENTS, LLC	$23.6M	548,715	+32,770	add
42	Quantinno Capital Management LP	$22.6M	524,398	−425,146	trim
43	TUDOR INVESTMENT CORP ET AL	$21.5M	499,753	+499,753	new
44	Weiss Asset Management LP	$20.3M	472,592	+472,592	new
45	Wallace Capital Management Inc.	$19.7M	456,424	+56,024	add
46	Amundi	$19.4M	451,290	+34,207	add
47	AMERICAN CENTURY COMPANIES INC	$18.7M	435,403	+110,722	add
48	Nuveen, LLC	$18.4M	428,289	+88,624	add
49	Vanguard Global Advisers, LLC	$18.4M	426,466	—	no prior
50	Legal & General Group Plc	$18.1M	420,738	−35,146	trim
51	JUPITER ASSET MANAGEMENT LTD	$17.6M	409,293	+2,299	add
52	M&G Plc	$16.5M	384,404	+52,930	add
53	PRIVATE MANAGEMENT GROUP INC	$16.3M	378,660	+7,188	add
54	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$16.2M	376,049	+215,083	add
55	FRANKLIN RESOURCES INC	$16.1M	374,563	−145,191	trim
56	PANAGORA ASSET MANAGEMENT INC	$15.8M	366,904	+366,904	new
57	JANE STREET GROUP, LLC	$15.6M	362,388	−976,941	trim
58	Skylands Capital, LLC	$14.8M	342,800	+94,475	add
59	Swiss National Bank	$14.8M	342,600	+1,100	add
60	AMG National Trust Bank	$14.0M	325,496	+10,917	add
61	STATE OF WISCONSIN INVESTMENT BOARD	$11.9M	275,808	−9,526	trim
62	Pine Valley Investments Ltd Liability Co	$11.6M	268,989	+268,989	new
63	SEI INVESTMENTS CO	$11.2M	259,989	+55,410	add
64	HSBC HOLDINGS PLC	$11.0M	255,293	−187,927	trim
65	OLD NATIONAL BANCORP /IN/	$10.3M	239,430	+68,235	add
66	BANK OF MONTREAL /CAN/	$10.1M	233,509	−30,900	trim
67	NATIONAL BANK OF CANADA /FI/	$9.8M	227,354	−151,752	trim
68	PRINCIPAL FINANCIAL GROUP INC	$9.6M	222,262	+14,765	add
69	Cambria Investment Management, L.P.	$9.5M	220,088	+36,641	add
70	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$8.9M	207,328	−52,558	trim
71	ALLIANCEBERNSTEIN L.P.	$8.6M	185,211	+4,520	add
72	Mitsubishi UFJ Asset Management Co., Ltd.	$8.6M	198,936	+532	add
73	WELLS FARGO & COMPANY/MN	$7.9M	184,185	−254,047	trim
74	Connor, Clark & Lunn Investment Management Ltd.	$7.8M	180,430	−74,865	trim
75	RAYMOND JAMES FINANCIAL INC	$6.9M	159,737	−49,137	trim
76	MAC Alpha Capital Management, LP	$6.6M	154,332	−9,500	trim
77	CAPITAL MANAGEMENT CORP /VA	$6.6M	152,728	−196	trim
78	Baker Ellis Asset Management LLC	$6.5M	152,042	+1,756	add
79	WINTON GROUP Ltd	$6.5M	151,405	+151,405	new
80	ADAGE CAPITAL PARTNERS GP, L.L.C.	$6.5M	151,036	−1,800	trim
81	Bank Julius Baer & Co. Ltd, Zurich	$6.4M	147,774	−2,644	trim
82	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$6.2M	144,349	0	no change
83	Sage Capital Advisors,llc	$6.0M	139,612	+1,104	add
84	Empowered Funds, LLC	$6.0M	138,451	−32,412	trim
85	J. Goldman & Co LP	$5.8M	135,694	+135,694	new
86	VANGUARD ASSET MANAGEMENT, Ltd	$5.7M	133,126	—	no prior
87	MACKENZIE FINANCIAL CORP	$5.5M	128,386	−43,186	trim
88	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.3M	123,235	−2,719	trim
89	Janus Henderson Group Ltd.	$5.3M	123,095	+3,848	add
90	Vontobel Holding Ltd.	$5.2M	120,938	+3,400	add
91	ROYAL BANK OF CANADA	$5.0M	116,758	−41,997	trim
92	COMMONWEALTH EQUITY SERVICES, LLC	$5.0M	116,079	−272	trim
93	Oak Thistle LLC	$5.0M	115,916	+47,496	add
94	ALPS ADVISORS INC	$4.7M	109,145	−5,282	trim
95	Alpha Omega Wealth Management LLC	$4.3M	100,753	+37,466	add
96	Capital Investment Counsel, LLC	$4.3M	99,567	0	no change
97	FEDERATED HERMES, INC.	$4.2M	96,803	−15,575	trim
98	LPL Financial LLC	$4.1M	94,093	+32,184	add
99	ENVESTNET ASSET MANAGEMENT INC	$4.0M	93,768	+26,189	add
100	Brevan Howard Capital Management LP	$4.0M	93,611	+79,808	add
101	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$4.0M	93,219	−381,205	trim
102	FIRST TRUST ADVISORS LP	$4.0M	92,284	−471,664	trim
103	NEW ENGLAND ASSET MANAGEMENT INC	$4.0M	91,845	0	no change
104	SummitTX Capital, L.P.	$3.9M	90,355	+79,658	add
105	Tidal Investments LLC	$3.8M	89,352	+57,953	add
106	Prosperitas Financial LLC	$3.8M	87,279	+10,626	add
107	Kingsview Wealth Management, LLC	$3.7M	86,136	+77,716	add
108	Schonfeld Strategic Advisors LLC	$3.6M	83,716	−35,891	trim
109	Chevy Chase Trust Holdings, LLC	$3.6M	83,407	−2,430	trim
110	CastleKnight Management LP	$3.4M	79,900	+52,000	add
111	CANADA PENSION PLAN INVESTMENT BOARD	$3.4M	78,700	+65,000	add
112	STEPHENS INC /AR/	$3.2M	75,322	+53,503	add
113	ADVISORY RESEARCH INC	$3.2M	75,226	−4,333	trim
114	Focus Partners Wealth	$3.2M	74,885	−16,009	trim
115	Creative Planning	$3.2M	74,424	−37,714	trim
116	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.2M	73,769	+73,769	new
117	BNP Paribas Asset Management Holding S.A.	$3.1M	72,438	−7,829	trim
118	Vident Advisory, LLC	$3.0M	69,407	+13,078	add
119	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$2.9M	67,600	+67,600	new
120	CIBC Bancorp USA Inc.	$2.9M	66,455	—	no prior
121	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$2.8M	65,714	+214	add
122	GUGGENHEIM CAPITAL LLC	$2.7M	63,094	+20,174	add
123	EXCHANGE TRADED CONCEPTS, LLC	$2.5M	59,156	+14,231	add
124	Corient Private Wealth LLC	$2.5M	58,916	−246,169	trim
125	FIFTH THIRD BANCORP	$2.5M	57,237	+46,961	add
126	State of New Jersey Common Pension Fund D	$2.4M	55,154	+482	add
127	Universal- Beteiligungs- und Servicegesellschaft mbH	$2.2M	51,835	+8,557	add
128	MERCER GLOBAL ADVISORS INC /ADV	$2.2M	51,050	−39,905	trim
129	Y-Intercept (Hong Kong) Ltd	$2.2M	50,272	+14,939	add
130	Federation des caisses Desjardins du Quebec	$2.2M	50,268	+3,673	add
131	CLARK ESTATES INC/NY	$2.1M	48,800	0	no change
132	ProShare Advisors LLC	$2.1M	48,414	−3,933	trim
133	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.1M	48,224	+4,934	add
134	Arizona State Retirement System	$2.0M	47,571	−839	trim
135	XTX Topco Ltd	$2.0M	46,643	−190,180	trim
136	Elo Mutual Pension Insurance Co	$2.0M	46,589	+36,501	add
137	Czech National Bank	$2.0M	46,109	+1,465	add
138	Bridgefront Capital, LLC	$1.9M	45,131	+3,445	add
139	Vanguard Investments Australia, Ltd.	$1.9M	44,704	—	no prior
140	BALYASNY ASSET MANAGEMENT L.P.	$1.9M	44,623	+8,526	add
141	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.9M	44,238	−100	trim
142	ONTARIO TEACHERS PENSION PLAN BOARD	$1.8M	42,227	−17,025	trim
143	Kestra Advisory Services, LLC	$1.8M	41,803	+3,310	add
144	STANCE CAPITAL LLC	$1.8M	40,661	+40,661	new
145	Asset Management One Co., Ltd.	$1.7M	40,609	+12,952	add
146	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.7M	39,438	+57	add
147	VOYA INVESTMENT MANAGEMENT LLC	$1.7M	38,682	−403	trim
148	CIBC Asset Management Inc	$1.7M	38,578	+160	add
149	Cerity Partners LLC	$1.6M	37,872	−190,631	trim
150	Pictet Asset Management Holding SA	$1.6M	37,682	+1,959	add
151	Mirae Asset Global Investments Co., Ltd.	$1.6M	36,791	+7,382	add
152	Summit Trail Advisors, LLC	$1.6M	36,763	−9,862	trim
153	Retirement Systems of Alabama	$1.5M	35,954	−63	trim
154	CIBC WORLD MARKET INC.	$1.5M	35,751	+3,001	add
155	Private Advisor Group, LLC	$1.5M	35,730	+3,174	add
156	SHELTON CAPITAL MANAGEMENT	$1.5M	35,092	0	no change
157	Havemeyer Place LP	$1.5M	33,922	+23,504	add
158	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.5M	33,747	+33,747	new
159	Mariner, LLC	$1.5M	33,702	+33,702	new
160	UniSuper Management Pty Ltd	$1.4M	32,813	−1,414	trim
161	Pathstone Holdings, LLC	$1.4M	32,327	+11,545	add
162	Aviance Capital Partners, LLC	$1.4M	32,116	+3,312	add
163	Waverly Advisors, LLC	$1.4M	31,429	−1,160	trim
164	TD ASSET MANAGEMENT INC	$1.3M	29,742	+553	add
165	TORONTO DOMINION BANK	$1.2M	28,157	−6,634	trim
166	Sowell Financial Services LLC	$1.2M	27,530	+8,974	add
167	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.1M	26,030	−8,209	trim
168	Woodline Partners LP	$1.1M	26,534	+767	add
169	Vise Technologies, Inc.	$1.1M	23,820	0	no change
170	Zurich Insurance Group Ltd/FI	$1.1M	25,300	0	no change
171	Cetera Investment Advisers	$1.1M	25,231	+1,711	add
172	Financial Solutions Advisory Group, Inc.	$1.1M	25,216	—	no prior
173	AMERICAN FINANCIAL GROUP INC	$1.1M	25,000	0	no change
174	NEOS Investment Management LLC	$1.0M	24,158	+7,528	add
175	NewEdge Advisors, LLC	$1.0M	24,137	+24,137	new
176	CEERA INVESTMENTS, LLC	$1.0M	23,880	+2,500	add
177	Quadrature Capital Ltd	$1.0M	23,256	+23,256	new
178	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$999K	23,208	+304	add
179	Parrish Capital LLC	$967K	22,456	—	no prior
180	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$952K	22,117	−73,158	trim
181	Vanguard Personalized Indexing Management, LLC	$913K	21,206	−17,489	trim
182	DRW Securities, LLC	$912K	21,181	+15,540	add
183	J.W. COLE ADVISORS, INC.	$893K	20,736	+131	add
184	Investment Management Corp of Ontario	$892K	20,716	−5,725	trim
185	BOOTHBAY FUND MANAGEMENT, LLC	$880K	20,440	+2,838	add
186	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$837K	19,442	+100	add
187	CWM, LLC	$832K	19,319	+13,915	add
188	KEYBANK NATIONAL ASSOCIATION/OH	$813K	18,881	−3,410	trim
189	Swiss Life Asset Management Ltd	$804K	18,663	−30,291	trim
190	MATHER GROUP, LLC.	$802K	18,622	+18,622	new
191	STIFEL FINANCIAL CORP	$780K	18,116	−21,114	trim
192	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$776K	18,014	−171	trim
193	Callan Family Office, LLC	$773K	17,958	+9,308	add
194	Addenda Capital Inc.	$732K	16,988	+1,015	add
195	XPONANCE LLC	$728K	16,898	+3,771	add
196	Wealthfront Advisers LLC	$719K	16,700	−841	trim
197	Rakuten Investment Management, Inc.	$716K	16,674	+1,574	add
198	Palogic Value Management, L.P.	$710K	16,494	−44,695	trim
199	&PARTNERS	$689K	16,017	+9,069	add
200	Daiwa Securities Group Inc.	$676K	15,700	+792	add
201	Leonteq Securities AG	$659K	15,310	+3,586	add
202	Garner Asset Management Corp	$651K	15,118	−731	trim
203	WORLDQUANT MILLENNIUM ADVISORS LLC	$649K	15,080	−76,320	trim
204	OSAIC HOLDINGS, INC.	$633K	14,708	−6,366	trim
205	Inlet Private Wealth, LLC	$609K	14,150	−5,804	trim
206	Sanctuary Advisors, LLC	$608K	14,126	+9,299	add
207	MERIDIAN INVESTMENT COUNSEL INC.	$608K	14,109	−1,640	trim
208	Atria Investments, Inc	$598K	13,894	+13,894	new
209	GATEWAY INVESTMENT ADVISERS LLC	$587K	13,630	−14,729	trim
210	OFI INVEST ASSET MANAGEMENT	$566K	13,143	+1,111	add
211	CSS LLC/IL	$565K	13,127	−13,400	trim
212	Investors Research Corp	$561K	13,025	−300	trim
213	MISSION WEALTH MANAGEMENT, LP	$551K	12,786	+291	add
214	OneDigital Investment Advisors LLC	$527K	12,231	+199	add
215	Sequoia Financial Advisors, LLC	$525K	12,198	−3,647	trim
216	BANK OF NOVA SCOTIA	$517K	12,010	−3,712	trim
217	Advyzon Investment Management, LLC	$514K	11,925	+5,821	add
218	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$508K	11,804	0	no change
219	Indivisible Partners	$505K	11,730	+5,609	add
220	Linden Thomas Advisory Services, LLC	$498K	11,560	+608	add
221	MAI Capital Management	$495K	11,500	+2,834	add
222	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$488K	11,332	−1,112	trim
223	Paragon Capital Management Ltd	$488K	11,328	−51	trim
224	Walleye Capital LLC	$481K	11,180	+11,120	add
225	NORTHCAPE WEALTH MANAGEMENT, LLC	$477K	11,080	0	no change
226	Manske Wealth Management	$476K	11,048	+1,710	add
227	VICTORY FINANCIAL GROUP, LLC	$473K	10,996	+823	add
228	Pinnacle Financial Partners, Inc.	$472K	10,968	+100	add
229	Engineers Gate Manager LP	$464K	10,786	−32,610	trim
230	Allspring Global Investments Holdings, LLC	$463K	10,799	+3,515	add
231	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$458K	10,638	−890,054	trim
232	Illinois Municipal Retirement Fund	$456K	10,586	−9,391	trim
233	HighTower Advisors, LLC	$453K	10,524	+1,486	add
234	Legacy Capital Group California, Inc.	$451K	10,475	−1,200	trim
235	Forza Wealth Management, LLC	$451K	10,469	−700	trim
236	OPPENHEIMER ASSET MANAGEMENT INC.	$448K	10,393	−255	trim
237	Jefferies Financial Group Inc.	$441K	10,244	−33,074	trim
238	1834 INVESTMENT ADVISORS CO	$441K	10,240	−2,168	trim
239	MIZUHO SECURITIES USA LLC	$441K	10,235	−2,093	trim
240	Rafferty Asset Management, LLC	$436K	10,135	−4,043	trim
241	CAPSTONE INVESTMENT ADVISORS, LLC	$430K	9,982	+9,982	new
242	US BANCORP \DE\	$416K	9,652	−5,976	trim
243	denkapparat Operations GmbH	$414K	9,604	0	no change
244	HANCOCK WHITNEY CORP	$412K	9,639	+9,639	new
245	nVerses Capital, LLC	$409K	9,497	+9,497	new
246	Crossmark Global Holdings, Inc.	$401K	9,315	—	no prior
247	CHOREO, LLC	$400K	9,294	−3,009	trim
248	Aberdeen Group plc	$399K	9,264	−511	trim
249	Norinchukin Bank, The	$398K	9,242	−58	trim
250	Rockefeller Capital Management L.P.	$394K	9,148	+5,699	add
251	Chicago Partners Investment Group LLC	$393K	9,199	+436	add
252	MML INVESTORS SERVICES, LLC	$391K	9,085	−6,635	trim
253	Bridgewater Associates, LP	$390K	9,054	−36,301	trim
254	Utah Retirement Systems	$382K	8,866	−19,085	trim
255	INTEGRITY ALLIANCE, LLC.	$379K	8,800	0	no change
256	Capital Investment Advisors, LLC	$369K	8,564	−863	trim
257	M&T BANK CORP	$360K	8,363	−4,259	trim
258	Venture Visionary Partners LLC	$359K	8,339	−12	trim
259	GREENWOOD CAPITAL ASSOCIATES LLC	$355K	8,255	0	no change
260	Capital International, Inc./CA/	$355K	8,242	+8,242	new
261	NOMURA ASSET MANAGEMENT CO LTD	$348K	8,079	−137	trim
262	DnB Asset Management AS	$348K	8,075	+8,075	new
263	Traub Capital Management LLC	$347K	8,070	0	no change
264	Maryland State Retirement & Pension System	$344K	7,987	0	no change
265	Tower Research Capital LLC (TRC)	$333K	7,730	−7,830	trim
266	Procyon Advisors, LLC	$333K	7,730	+358	add
267	TD Waterhouse Canada Inc.	$328K	7,638	+288	add
268	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$327K	7,600	+193	add
269	Aaron Wealth Advisors LLC	$322K	7,481	−13,067	trim
270	Blue Water Asset Management	$312K	7,253	+1,111	add
271	INCEPTIONR LLC	$312K	7,249	+7,249	new
272	McElhenny Sheffield Capital Management, LLC	$311K	7,219	−163	trim
273	Oldfield Partners LLP	$310K	7,200	0	no change
274	SUMMITRY LLC	$307K	7,128	−6,528	trim
275	Meeder Advisory Services, Inc.	$306K	7,106	+1,673	add
276	Horizon Advisory Services, Inc.	$306K	7,102	−262	trim
277	TRUIST FINANCIAL CORP	$304K	7,064	−3,224	trim
278	HB Wealth Management, LLC	$302K	7,002	+1,788	add
279	Corecam AG	$301K	6,990	−1,200	trim
280	TEACHER RETIREMENT SYSTEM OF TEXAS	$300K	6,978	−7,145	trim
281	MUFG Securities EMEA plc	$299K	6,952	0	no change
282	Central Pacific Bank - Trust Division	$293K	6,805	0	no change
283	OMERS ADMINISTRATION Corp	$292K	6,785	0	no change
284	DOLIVER ADVISORS, LP	$292K	6,785	−147	trim
285	NATIXIS	$291K	6,768	−352,565	trim
286	SILVER OAK SECURITIES, INCORPORATED	$290K	6,741	−2,550	trim
287	Powell Investment Advisors, LLC	$289K	6,714	0	no change
288	Marex Group Ltd	$287K	6,662	+6,662	new
289	Summit Financial, LLC	$286K	6,644	+6,644	new
290	Empirical Finance, LLC	$283K	6,569	+3	add
291	Baird Financial Group, Inc.	$282K	6,554	+6,554	new
292	Truvestments Capital LLC	$281K	6,531	−81	trim
293	WBI INVESTMENTS, LLC	$281K	6,516	+6,516	new
294	Counterpoint Mutual Funds LLC	$273K	6,333	+6,333	new
295	GROUPAMA ASSET MANAGMENT	$272K	6,326	−1,574	trim
296	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$263K	6,108	−977	trim
297	EP Wealth Advisors, LLC	$255K	5,914	−994	trim
298	Financial Advisors Network, Inc.	$255K	5,913	—	no prior
299	SIGNET FINANCIAL MANAGEMENT, LLC	$251K	5,832	+5,832	new
300	OPPENHEIMER & CO INC	$248K	5,759	+189	add
301	AFFINITY INVESTMENT ADVISORS, LLC	$245K	5,695	+80	add
302	WELLINGTON MANAGEMENT GROUP LLP	$245K	5,682	+425	add
303	Fieldview Capital Management, LLC	$245K	5,679	+5,679	new
304	MACQUARIE GROUP LTD	$240K	5,585	−1,654	trim
305	Apollon Wealth Management, LLC	$240K	5,564	+393	add
306	Merit Financial Group, LLC	$239K	5,556	+5,556	new
307	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$237K	5,500	+5,500	new
308	Cardinal Point Capital Management ULC	$237K	5,500	+5,500	new
309	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$237K	5,500	0	no change
310	State of Wyoming	$236K	5,480	+833	add
311	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$233K	5,417	+7	add
312	Optas, LLC	$225K	5,232	−2,224	trim
313	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$224K	5,197	−11	trim
314	PATTON FUND MANAGEMENT, INC.	$218K	5,073	0	no change
315	FULTON BANK, N.A.	$213K	4,938	−46	trim
316	PFG Investments, LLC	$213K	4,937	+4,937	new
317	CHILDRESS CAPITAL ADVISORS, LLC	$211K	4,904	−1,197	trim
318	CHIRON CAPITAL MANAGEMENT, LLC	$207K	4,800	—	no prior
319	North Dakota State Investment Board	$206K	4,777	−974	trim
320	Kera Capital Partners, Inc.	$201K	4,679	−87	trim
321	GROUP ONE TRADING LLC	$201K	4,672	+440	add
322	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$200K	4,650	−1,407	trim
323	SECURIAN ASSET MANAGEMENT, INC	$196K	4,550	0	no change
324	OSSIAM	$193K	4,481	−3,438	trim
325	Quarry LP	$177K	4,121	+247	add
326	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$173K	4,017	+4,017	new
327	BFSG, LLC	$125K	2,914	−31	trim
328	New Age Alpha Advisors, LLC	$116K	2,694	+2,694	new
329	TEMA ETFS LLC	$114K	2,656	+7	add
330	Intesa Sanpaolo Wealth Management	$112K	2,609	−80	trim
331	Resona Asset Management Co.,Ltd.	$96.7K	2,253	0	no change
332	Bayforest Capital Ltd	$87.9K	2,041	−3,022	trim
333	Caitlin John, LLC	$82.8K	1,923	+216	add
334	Arax Advisory Partners	$80.4K	1,898	−623	trim
335	QUADRANT CAPITAL GROUP LLC	$77.0K	1,789	−926	trim
336	Eurizon Capital SGR S.p.A.	$73.9K	1,714	−6,655	trim
337	Steward Partners Investment Advisory, LLC	$72.1K	1,675	+86	add
338	DANSKE BANK A/S	$60.3K	1,400	0	no change
339	Allworth Financial LP	$54.8K	1,274	+365	add
340	UMB Bank, n.a.	$52.7K	1,223	−244	trim
341	Silvant Capital Management LLC	$49.5K	1,150	0	no change
342	Aquatic Capital Management LLC	$42.2K	981	−112,615	trim
343	SIGNATUREFD, LLC	$36.3K	844	−255	trim
344	WPG Advisers, LLC	$34.9K	811	−220	trim
345	True Wealth Design, LLC	$30.8K	716	+305	add
346	Crewe Advisors LLC	$27.4K	637	0	no change
347	Cromwell Holdings LLC	$23.7K	550	+57	add
348	Spire Wealth Management	$23.1K	537	−518	trim
349	Blue Trust, Inc.	$23.0K	534	−120	trim
350	Parkside Financial Bank & Trust	$22.4K	521	−152	trim
351	Larson Financial Group LLC	$22.2K	516	−96	trim
352	KBC Group NV	$21.4K	498,132	+75	add
353	Cassaday & Co Wealth Management LLC	$19.3K	448	+448	new
354	BEACON INVESTMENT ADVISORY SERVICES, INC.	$17.2K	400	+400	new
355	DT Investment Partners, LLC	$14.7K	341	0	no change
356	Atlantic Union Bankshares Corp	$13.9K	322	+3	add
357	SUMMIT SECURITIES GROUP LLC	$13.6K	316	+64	add
358	Reyes Financial Architecture, Inc.	$12.5K	290	0	no change
359	Addison Advisors LLC	$12.4K	289	+92	add
360	ASSETMARK, INC	$11.9K	277	−1,534	trim
361	Smartleaf Asset Management LLC	$11.4K	265	−263	trim
362	Bank & Trust Co	$10.9K	253	0	no change
363	EVOLUTION WEALTH MANAGEMENT INC.	$10.2K	236	+236	new
364	Sachetta, LLC	$9.4K	218	+113	add
365	HRT FINANCIAL LP	$9.4K	217,793	−284,933	trim
366	Godfrey Financial Associates, Inc.	$8.8K	204	0	no change
367	Beaird Harris Wealth Management, LLC	$8.8K	204	0	no change
368	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$8.8K	204	−1,283	trim
369	FINANCIAL CONSULATE, INC	$8.6K	200	−31	trim
370	SITTNER & NELSON, LLC	$8.6K	200	0	no change
371	Hilltop National Bank	$8.6K	200	0	no change
372	SJS Investment Consulting Inc.	$8.3K	193	+178	add
373	ALGERT GLOBAL LLC	$8.2K	189,590	+189,590	new
374	CVA Family Office, LLC	$7.8K	181	+170	add
375	DELTA ASSET MANAGEMENT LLC/TN	$7.5K	175	+75	add
376	Founders Capital Management	$6.5K	152	0	no change
377	1 NORTH WEALTH SERVICES LLC	$6.5K	150	0	no change
378	Westfuller Advisors, LLC	$6.4K	148	−15	trim
379	Measured Wealth Private Client Group, LLC	$6.2K	144	−28	trim
380	Geneos Wealth Management Inc.	$5.5K	127	0	no change
381	South Dakota Investment Council	$5.4K	125,978	+38,200	add
382	MV CAPITAL MANAGEMENT, INC.	$5.3K	123	+23	add
383	Clearstead Advisors, LLC	$5.2K	121	−538	trim
384	Transamerica Financial Advisors, LLC	$5.2K	120	−8	trim
385	DekaBank Deutsche Girozentrale	$4.9K	111,816	0	no change
386	MCF Advisors LLC	$4.4K	101	—	no prior
387	JFS WEALTH ADVISORS, LLC	$4.1K	95	−10	trim
388	Pinnacle Wealth Planning Services, Inc.	$4.0K	92	+30	add
389	Clearstead Trust, LLC	$3.8K	88	−166	trim
390	Bell Investment Advisors, Inc	$3.4K	79	−225	trim
391	Physician Wealth Advisors, Inc.	$3.3K	77	+8	add
392	Vermillion Wealth Management, Inc.	$3.2K	75	+12	add
393	State of Alaska, Department of Revenue	$3.1K	72,762	+35	add
394	Kilter Group LLC	$3.1K	72	+46	add
395	Annis Gardner Whiting Capital Advisors, LLC	$3.0K	70	0	no change
396	Treasurer of the State of North Carolina	$3.0K	69,956	+1,488	add
397	CALDWELL SUTTER CAPITAL, INC.	$2.6K	60	0	no change
398	Key Capital Management, INC	$2.5K	58	+58	new
399	Johnson Financial Group, Inc.	$2.2K	52	0	no change
400	Grove Bank & Trust	$2.2K	52	0	no change
401	CENTRAL TRUST Co	$2.2K	51	−4	trim
402	MidFirst Bank	$2.0K	47	+47	new
403	Meramec Financial Planners, LLC	$1.9K	43	0	no change
404	ELEVATION WEALTH PARTNERS, LLC	$1.9K	44	−301	trim
405	DiNuzzo Private Wealth, Inc.	$1.6K	37	+7	add
406	Rialto Wealth Management, LLC	$1.5K	35	−35	trim
407	Manchester Capital Management LLC	$1.4K	32	−1,502	trim
408	Intentional Wealth Strategies, LLC	$1.3K	31	—	no prior
409	Owl Creek Wealth Partners LLC	$1.3K	31	—	no prior
410	Claret Asset Management Corp	$1.1K	25,755	+4	add
411	PICTON MAHONEY ASSET MANAGEMENT	$904	21	−75,046	trim
412	Smallwood Wealth Investment Management, LLC	$861	20	0	no change
413	Vestcor Inc	$759	17,632	+14,652	add
414	Virtu Financial LLC	$742	17,227	−3,296	trim
415	Private Wealth Management Group, LLC	$560	13	−47	trim
416	THRIVENT FINANCIAL FOR LUTHERANS	$549	12,743	−13	trim
417	Abound Wealth Management	$517	12	+12	new
418	SouthState Bank Corp	$474	11	+5	add
419	Clayton Financial Group LLC	$431	10	0	no change
420	Fairman Group, LLC	$431	10	0	no change
421	CHILTON CAPITAL MANAGEMENT LLC	$345	8	0	no change
422	HFM Investment Advisors, LLC	$344	8	−5	trim
423	Caitong International Asset Management Co., Ltd	$258	6	−4,574	trim
424	GSA CAPITAL PARTNERS LLP	$218	5,073	+5,073	new
425	DecisionPoint Financial, LLC	$216	5	0	no change
426	Synergy Investment Management, LLC	$172	4	+4	new
427	Blume Capital Management, Inc.	$130	3	0	no change
428	Valued Wealth Advisors LLC	$87	2	+2	new
429	Activest Wealth Management	$86	2	+2	new
430	Employees Retirement System of Texas	$81	1,886	0	no change
431	Rakuten Securities, Inc.	$43	1	0	no change
432	Avion Wealth	$2	49	−66	trim
433	VANGUARD GROUP INC	—	—	−20,348,793	exit
434	GLENMEDE TRUST CO NA	—	—	−5,311	exit
435	VALLEY NATIONAL ADVISERS INC	—	—	−23	exit
436	HARBOUR INVESTMENTS, INC.	—	—	−1,926	exit
437	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−37	exit
438	COMERICA BANK	—	—	−42,545	exit
439	MOODY ALDRICH PARTNERS LLC	—	—	−68,052	exit
440	Swedbank AB	—	—	−74,522	exit
441	KINGDON CAPITAL MANAGEMENT, L.L.C.	—	—	−240,200	exit
442	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−340,800	exit
443	CIBC WORLD MARKETS CORP	—	—	−55,842	exit
444	PARK AVENUE SECURITIES LLC	—	—	−8,770	exit
445	D.A. DAVIDSON & CO.	—	—	−12,427	exit
446	EASTERN BANK	—	—	−3	exit
447	PRUDENTIAL FINANCIAL INC	—	—	−100,193	exit
448	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	—	—	−1,917	exit
449	CIBC Private Wealth Group LLC	—	—	−2,222	exit
450	Grantham, Mayo, Van Otterloo & Co. LLC	—	—	−208,741	exit
451	NORGES BANK	—	—	−2,693,990	exit
452	PEAK6 LLC	—	—	−43,602	exit
453	Hudson Bay Capital Management LP	—	—	−3	exit
454	GHP Investment Advisors, Inc.	—	—	−77	exit
455	Baker Avenue Asset Management, LP	—	—	−7,317	exit
456	HOURGLASS CAPITAL, LLC	—	—	−25,775	exit
457	Verition Fund Management LLC	—	—	−61,001	exit
458	Alberta Investment Management Corp	—	—	−31,000	exit
459	TWO SIGMA ADVISERS, LP	—	—	−983,041	exit
460	Edgestream Partners, L.P.	—	—	−291,791	exit
461	Allianz Asset Management GmbH	—	—	−4,779	exit
462	PDT Partners, LLC	—	—	−5,100	exit
463	LMR Partners LLP	—	—	−22,081	exit
464	Penserra Capital Management LLC	—	—	−15,872	exit
465	Capital Advisors, Ltd. LLC	—	—	−8	exit
466	Point72 Asset Management, L.P.	—	—	−892,198	exit
467	Caprock Group, LLC	—	—	−15,048	exit
468	Trexquant Investment LP	—	—	−53,646	exit
469	EDMOND DE ROTHSCHILD HOLDING S.A.	—	—	−3,679	exit
470	Versor Investments LP	—	—	−4,721	exit
471	Sagewood Asset Management LP	—	—	−5,653	exit
472	Holocene Advisors, LP	—	—	−18,387	exit
473	AlphaCore Capital LLC	—	—	−5,435	exit
474	Verdence Capital Advisors LLC	—	—	−4,802	exit
475	DV Trading LLC	—	—	−1,000	exit
476	Howard Capital Management, LLC	—	—	−19,954	exit
477	ExodusPoint Capital Management, LP	—	—	−152,359	exit
478	Distillate Capital Partners LLC	—	—	−10	exit
479	Global Retirement Partners, LLC	—	—	−3,025	exit
480	Qsemble Capital Management, LP	—	—	−91,710	exit
481	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	—	—	−6,309	exit
482	OCCUDO QUANTITATIVE STRATEGIES LP	—	—	−46,132	exit
483	Sage Mountain Advisors LLC	—	—	−4,608	exit
484	Maxi Investments CY Ltd	—	—	−54,700	exit
485	AlTi Global, Inc.	—	—	−120,341	exit
486	DV EQUITIES, LLC	—	—	−232	exit
487	Optiver Holding B.V.	—	—	−102	exit
488	NewEdge Wealth, LLC	—	—	−7,067	exit
489	Accurate Wealth Management, LLC	—	—	−45,282	exit
490	AlphaQuest LLC	—	—	−24,772	exit
491	PharVision Advisers, LLC	—	—	−9,699	exit
492	Highlander Partners, L.P.	—	—	−1,755	exit
493	Forum Financial Management, LP	—	—	−5,689	exit
494	SageView Advisory Group, LLC	—	—	−202	exit
495	AXQ CAPITAL, LP	—	—	−18,304	exit
496	Cape Investment Advisory, Inc.	—	—	−48	exit
497	Dunhill Financial, LLC	—	—	−8	exit
498	DoubleLine ETF Adviser LP	—	—	−10,357	exit
499	Kingdom Financial Group LLC.	—	—	−22	exit
500	LBP AM SA	—	—	−52,751	exit

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

Congress ↔ notable managers · TAP

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

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 3 Fairfax Financial, Gotham Asset Management, Tudor Investment Corp $132M held
Trimming: 2 Bridgewater Associates, Caxton Associates $390K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MOLSON COORS BEVERAGE CO

Merged timeline of congressional filings and notable-manager moves on TAP
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Fairfax Financial 13F	add	+100,000 sh
2026-05-15	Gotham Asset Management 13F	add	+477,617 sh
2026-05-15	Tudor Investment Corp 13F	new	+499,753 sh
2026-05-15	Bridgewater Associates 13F	trim	−36,301 sh
2026-05-14	Caxton Associates 13F	exit	−4,325 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

12 members of Congress disclosed TAP — the congressional view ↗