Who holds ticker 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 · Q1 2026 · 12 members disclosed TAP ↗

13F filers reporting this class for the quarter ended 2026-03-31: 432
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $6.0B
holders whose share count rose or who opened the position (new + add), by shares: 207
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 75

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of TAP ranked by reported value, 1–25 of 500 holders
#	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

Show all 500 holders

13F holders of TAP ranked by reported value, 26–500 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
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	—	—	—	n/c
434	COMERICA BANK	—	—	—	n/c
435	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
436	CIBC WORLD MARKETS CORP	—	—	—	n/c
437	CIBC Private Wealth Group LLC	—	—	—	n/c
438	Global Retirement Partners, LLC	—	—	—	n/c
439	DV EQUITIES, LLC	—	—	—	n/c
440	SageView Advisory Group, LLC	—	—	—	n/c
441	GLENMEDE TRUST CO NA	—	—	−5,311	EXIT
442	VALLEY NATIONAL ADVISERS INC	—	—	−23	EXIT
443	HARBOUR INVESTMENTS, INC.	—	—	−1,926	EXIT
444	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−37	EXIT
445	MOODY ALDRICH PARTNERS LLC	—	—	−68,052	EXIT
446	Swedbank AB	—	—	−74,522	EXIT
447	KINGDON CAPITAL MANAGEMENT, L.L.C.	—	—	−240,200	EXIT
448	PARK AVENUE SECURITIES LLC	—	—	−8,770	EXIT
449	D.A. DAVIDSON & CO.	—	—	−12,427	EXIT
450	EASTERN BANK	—	—	−3	EXIT
451	PRUDENTIAL FINANCIAL INC	—	—	−100,193	EXIT
452	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	—	—	−1,917	EXIT
453	Grantham, Mayo, Van Otterloo & Co. LLC	—	—	−208,741	EXIT
454	NORGES BANK	—	—	−2,693,990	EXIT
455	PEAK6 LLC	—	—	−43,602	EXIT
456	Hudson Bay Capital Management LP	—	—	−3	EXIT
457	GHP Investment Advisors, Inc.	—	—	−77	EXIT
458	Baker Avenue Asset Management, LP	—	—	−7,317	EXIT
459	HOURGLASS CAPITAL, LLC	—	—	−25,775	EXIT
460	Verition Fund Management LLC	—	—	−61,001	EXIT
461	Alberta Investment Management Corp	—	—	−31,000	EXIT
462	TWO SIGMA ADVISERS, LP	—	—	−983,041	EXIT
463	Edgestream Partners, L.P.	—	—	−291,791	EXIT
464	Allianz Asset Management GmbH	—	—	−4,779	EXIT
465	PDT Partners, LLC	—	—	−5,100	EXIT
466	LMR Partners LLP	—	—	−22,081	EXIT
467	Penserra Capital Management LLC	—	—	−15,872	EXIT
468	Capital Advisors, Ltd. LLC	—	—	−8	EXIT
469	Point72 Asset Management, L.P.	—	—	−892,198	EXIT
470	Caprock Group, LLC	—	—	−15,048	EXIT
471	Trexquant Investment LP	—	—	−53,646	EXIT
472	EDMOND DE ROTHSCHILD HOLDING S.A.	—	—	−3,679	EXIT
473	Versor Investments LP	—	—	−4,721	EXIT
474	Sagewood Asset Management LP	—	—	−5,653	EXIT
475	Holocene Advisors, LP	—	—	−18,387	EXIT
476	AlphaCore Capital LLC	—	—	−5,435	EXIT
477	Verdence Capital Advisors LLC	—	—	−4,802	EXIT
478	DV Trading LLC	—	—	−1,000	EXIT
479	Howard Capital Management, LLC	—	—	−19,954	EXIT
480	ExodusPoint Capital Management, LP	—	—	−152,359	EXIT
481	Distillate Capital Partners LLC	—	—	−10	EXIT
482	Qsemble Capital Management, LP	—	—	−91,710	EXIT
483	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	—	—	−6,309	EXIT
484	OCCUDO QUANTITATIVE STRATEGIES LP	—	—	−46,132	EXIT
485	Sage Mountain Advisors LLC	—	—	−4,608	EXIT
486	Maxi Investments CY Ltd	—	—	−54,700	EXIT
487	AlTi Global, Inc.	—	—	−120,341	EXIT
488	Optiver Holding B.V.	—	—	−102	EXIT
489	NewEdge Wealth, LLC	—	—	−7,067	EXIT
490	Accurate Wealth Management, LLC	—	—	−45,282	EXIT
491	AlphaQuest LLC	—	—	−24,772	EXIT
492	PharVision Advisers, LLC	—	—	−9,699	EXIT
493	Highlander Partners, L.P.	—	—	−1,755	EXIT
494	Forum Financial Management, LP	—	—	−5,689	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

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

Congress ↔ notable managers · TAP

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$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

7 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.