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 ↗

THERMO FISHER SCIENTIFIC INC · common stock · Q1 2026 · 44 members disclosed TMO ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,117 holders are listed, largest first: 2,117
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $149B
holders whose share count rose or who opened the position (new + add), by shares: 929
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 224

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 TMO ranked by reported value, 1–25 of 2,117 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$15.0B	30,427,192	−250,693	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$11.9B	24,280,816	—	NO PRIOR
3	STATE STREET CORP	$8.2B	16,731,668	+117,907	ADD
4	MORGAN STANLEY	$5.3B	10,863,528	−1,030,749	TRIM
5	FMR LLC	$5.3B	10,776,436	+983,089	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$4.1B	8,407,891	+211,414	ADD
7	FRANKLIN RESOURCES INC	$3.3B	6,813,031	+466,519	ADD
8	Capital World Investors	$3.3B	6,646,316	−4,357,498	TRIM
9	JPMORGAN CHASE & CO	$3.3B	6,795,482	+6,795,482	NEW
10	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.0B	6,163,370	—	NO PRIOR
11	BANK OF AMERICA CORP /DE/	$2.7B	5,533,403	−412,435	TRIM
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.3B	3,013,109	−74,557	TRIM
13	Capital Research Global Investors	$2.2B	4,414,621	+1,499,720	ADD
14	ROYAL BANK OF CANADA	$1.9B	3,913,903	+3,913,903	NEW
15	Capital International Investors	$1.9B	3,888,726	+2,968,583	ADD
16	Bank of New York Mellon Corp	$1.9B	3,766,614	+42,138	ADD
17	NORTHERN TRUST CORP	$1.7B	3,415,610	−33,713	TRIM
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.4B	2,934,842	+91,188	ADD
19	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.4B	2,914,918	−616,675	TRIM
20	Fisher Asset Management, LLC	$1.4B	2,851,579	+59,158	ADD
21	ALLIANCEBERNSTEIN L.P.	$1.3B	2,190,608	−258,915	TRIM
22	Grantham, Mayo, Van Otterloo & Co. LLC	$1.2B	2,502,206	+90,143	ADD
23	UBS Group AG	$1.2B	2,453,453	+130,110	ADD
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.2B	2,449,697	+20,966	ADD
25	Legal & General Group Plc	$1.2B	2,370,531	−48,051	TRIM

Show the top 500 of 2,117 holders

13F holders of TMO ranked by reported value, 26–500 of 2,117 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Invesco Ltd.	$1.1B	2,235,720	+72,459	ADD
27	VANGUARD FIDUCIARY TRUST CO	$1.0B	2,111,667	—	NO PRIOR
28	Pictet Asset Management Holding SA	$1.0B	2,061,343	−400,813	TRIM
29	Unisphere Establishment	$1.0B	2,060,000	+100,000	ADD
30	Amundi	$991M	2,016,260	+369,238	ADD
31	PRIMECAP MANAGEMENT CO/CA/	$974M	1,982,531	−74,761	TRIM
32	1832 Asset Management L.P.	$968M	1,969,618	+725,093	ADD
33	FLOSSBACH VON STORCH SE	$960M	1,954,070	−224,831	TRIM
34	EdgePoint Investment Group Inc.	$943M	1,918,997	+533,848	ADD
35	Mitsubishi UFJ Asset Management Co., Ltd.	$911M	1,853,226	−232,799	TRIM
36	BARCLAYS PLC	$906M	1,844,083	+174,349	ADD
37	SCHRODER INVESTMENT MANAGEMENT GROUP	$850M	1,728,440	−11,462	TRIM
38	DIMENSIONAL FUND ADVISORS LP	$830M	1,689,790	+36,286	ADD
39	AMERIPRISE FINANCIAL INC	$821M	1,670,400	−14,545	TRIM
40	VIKING GLOBAL INVESTORS LP	$820M	1,668,025	+874,838	ADD
41	Nuveen, LLC	$810M	1,646,989	−500,307	TRIM
42	Clearbridge Investments, LLC	$792M	1,610,697	−252,029	TRIM
43	PARNASSUS INVESTMENTS, LLC	$740M	1,504,651	−78,454	TRIM
44	Swedbank AB	$728M	1,480,294	−194,108	TRIM
45	WELLINGTON MANAGEMENT GROUP LLP	$727M	1,478,251	−1,989,989	TRIM
46	WELLS FARGO & COMPANY/MN	$710M	1,443,512	+46,679	ADD
47	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$700M	1,423,710	−98,908	TRIM
48	LOOMIS SAYLES & CO L P	$670M	1,363,758	−14,711	TRIM
49	DEUTSCHE BANK AG\	$619M	1,260,345	+12,709	ADD
50	LAZARD ASSET MANAGEMENT LLC	$601M	1,222,057	−12,377	TRIM
51	Temasek Holdings (Private) Ltd	$588M	1,195,799	+304,381	ADD
52	Focus Partners Wealth	$561M	1,140,952	+196,196	ADD
53	Swiss National Bank	$542M	1,102,640	+67,840	ADD
54	Sumitomo Mitsui Trust Group, Inc.	$530M	1,078,539	−16,194	TRIM
55	Neuberger Berman Group LLC	$435M	885,570	−14,246	TRIM
56	FARALLON CAPITAL MANAGEMENT, L.L.C.	$433M	881,485	—	NO PRIOR
57	CITADEL ADVISORS LLC	$425M	864,489	+174,084	ADD
58	Corient Private Wealth LLC	$417M	832,069	−731,634	TRIM
59	Veritas Asset Management LLP	$416M	845,995	−287,874	TRIM
60	National Pension Service	$408M	829,652	+829,652	NEW
61	Vanguard Global Advisers, LLC	$404M	822,047	—	NO PRIOR
62	APG Asset Management N.V.	$398M	932,138	+25,212	ADD
63	London & Capital Asset Management Ltd	$390M	793,472	+7,256	ADD
64	RAYMOND JAMES FINANCIAL INC	$381M	775,318	+14,675	ADD
65	GENERATION INVESTMENT MANAGEMENT LLP	$380M	773,600	−337,727	TRIM
66	CANTILLON CAPITAL MANAGEMENT LLC	$378M	769,698	−103,624	TRIM
67	FIRST MANHATTAN CO. LLC.	$377M	767,160	−1,750	TRIM
68	D1 Capital Partners L.P.	$356M	725,005	+725,005	NEW
69	HSBC HOLDINGS PLC	$353M	718,953	−894,903	TRIM
70	KING LUTHER CAPITAL MANAGEMENT CORP	$349M	709,494	+21,112	ADD
71	BAILLIE GIFFORD & CO	$343M	698,441	−72,427	TRIM
72	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$342M	696,589	−30,305	TRIM
73	Longview Partners (Guernsey) LTD	$326M	662,828	−187,448	TRIM
74	Janus Henderson Group Ltd.	$325M	660,258	−436,701	TRIM
75	VANGUARD ASSET MANAGEMENT, Ltd	$321M	652,721	—	NO PRIOR
76	STIFEL FINANCIAL CORP	$319M	649,147	−31,866	TRIM
77	CIBC Bancorp USA Inc.	$317M	645,011	—	NO PRIOR
78	BNP Paribas Asset Management Holding S.A.	$315M	640,384	−70,414	TRIM
79	Robeco Institutional Asset Management B.V.	$312M	634,639	−191,327	TRIM
80	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$312M	634,369	−233,143	TRIM
81	VICTORY CAPITAL MANAGEMENT INC	$309M	627,704	−147,703	TRIM
82	PRINCIPAL FINANCIAL GROUP INC	$307M	624,721	−16,889	TRIM
83	Lindsell Train Ltd	$303M	617,211	−72,292	TRIM
84	Mirova US LLC	$302M	615,090	−26,169	TRIM
85	ENVESTNET ASSET MANAGEMENT INC	$301M	613,387	+94,829	ADD
86	Vontobel Holding Ltd.	$296M	601,220	−60,672	TRIM
87	BANK OF MONTREAL /CAN/	$285M	579,041	+26,288	ADD
88	CITIGROUP INC	$281M	572,177	+35,391	ADD
89	CANADA PENSION PLAN INVESTMENT BOARD	$276M	562,420	+167,525	ADD
90	BALYASNY ASSET MANAGEMENT L.P.	$273M	555,473	+546,969	ADD
91	ADAGE CAPITAL PARTNERS GP, L.L.C.	$268M	545,832	−18,336	TRIM
92	FIL Ltd	$261M	531,867	+3,145	ADD
93	Ensign Peak Advisors, Inc	$254M	516,570	−232,605	TRIM
94	ROYAL LONDON ASSET MANAGEMENT LTD	$250M	508,538	−32,387	TRIM
95	TD ASSET MANAGEMENT INC	$236M	479,855	−217,833	TRIM
96	Navera Investment Management Ltd.	$216M	438,260	−14,738	TRIM
97	NEW YORK STATE COMMON RETIREMENT FUND	$212M	432,239	−180	TRIM
98	CI INVESTMENTS INC.	$210M	428,160	−119,627	TRIM
99	Rockefeller Capital Management L.P.	$210M	427,331	+4,351	ADD
100	OMERS ADMINISTRATION Corp	$210M	426,690	+4,105	ADD
101	FIFTH THIRD BANCORP	$206M	418,258	+89,478	ADD
102	Allianz Asset Management GmbH	$206M	418,106	−108,291	TRIM
103	Aberdeen Group plc	$205M	418,065	+34,233	ADD
104	Eurizon Capital SGR S.p.A.	$205M	418,489	−7,946	TRIM
105	AMERICAN CENTURY COMPANIES INC	$204M	414,395	+41,929	ADD
106	Railway Pension Investments Ltd	$201M	408,930	−33,440	TRIM
107	Southpoint Capital Advisors LP	$197M	400,000	+300,000	ADD
108	M&G Plc	$185M	376,718	−36,193	TRIM
109	Cryder Capital Partners LLP	$185M	376,681	0	NO CHANGE
110	DIAMOND HILL CAPITAL MANAGEMENT INC	$177M	360,652	−99,649	TRIM
111	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$174M	354,599	−34,478	TRIM
112	Candriam S.C.A.	$174M	354,087	+56,368	ADD
113	Point72 Asset Management, L.P.	$174M	353,541	−83,317	TRIM
114	Zurcher Kantonalbank (Zurich Cantonalbank)	$174M	353,363	−10,207	TRIM
115	Alecta Tjanstepension Omsesidigt	$173M	352,200	−125,700	TRIM
116	BRISTOL JOHN W & CO INC /NY/	$168M	342,765	−4,260	TRIM
117	Local Pensions Partnership Investment Ltd	$168M	341,705	−18,300	TRIM
118	Holocene Advisors, LP	$168M	341,267	+124,766	ADD
119	Perpetual Ltd	$167M	339,734	+67,673	ADD
120	Woodline Partners LP	$166M	337,819	+131,470	ADD
121	LPL Financial LLC	$166M	337,275	+4,283	ADD
122	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$163M	331,552	−2,807	TRIM
123	Universal- Beteiligungs- und Servicegesellschaft mbH	$157M	319,489	−24,806	TRIM
124	NOMURA ASSET MANAGEMENT CO LTD	$157M	319,972	+21,719	ADD
125	CREDIT AGRICOLE S A	$156M	316,831	−209,898	TRIM
126	Artisan Partners Limited Partnership	$154M	312,822	+11,891	ADD
127	Chevy Chase Trust Holdings, LLC	$152M	310,001	+9,528	ADD
128	MENORA MIVTACHIM HOLDINGS LTD.	$150M	304,632	0	NO CHANGE
129	SEI INVESTMENTS CO	$150M	304,642	+94,598	ADD
130	D. E. Shaw & Co., Inc.	$149M	302,848	+255,305	ADD
131	Select Equity Group, L.P.	$147M	299,500	−15,532	TRIM
132	Compagnie Lombard Odier SCmA	$147M	299,245	−410	TRIM
133	Quilter Plc	$142M	288,042	+8,511	ADD
134	KEYBANK NATIONAL ASSOCIATION/OH	$137M	279,710	−12,685	TRIM
135	BANK OF NOVA SCOTIA	$133M	270,009	+167,302	ADD
136	GROUPAMA ASSET MANAGMENT	$132M	268,550	−7,028	TRIM
137	Evercore Wealth Management, LLC	$131M	266,753	−8,002	TRIM
138	NATIONAL BANK OF CANADA /FI/	$131M	266,176	+61,133	ADD
139	Korea Investment CORP	$131M	266,151	+4,752	ADD
140	COMMERCE BANK	$129M	263,371	+31,053	ADD
141	Route One Investment Company, L.P.	$127M	258,700	−4,900	TRIM
142	BRADLEY FOSTER & SARGENT INC/CT	$126M	256,560	−2,415	TRIM
143	PRUDENTIAL FINANCIAL INC	$124M	252,405	−150,910	TRIM
144	GLENVIEW CAPITAL MANAGEMENT, LLC	$123M	250,525	+26,578	ADD
145	Sarasin & Partners LLP	$123M	249,854	−14,675	TRIM
146	DANSKE BANK A/S	$119M	241,428	−32,763	TRIM
147	James Hambro & Partners LLP	$118M	240,709	−630	TRIM
148	JENNISON ASSOCIATES LLC	$117M	238,402	−38,709	TRIM
149	VOYA INVESTMENT MANAGEMENT LLC	$117M	237,334	+24,034	ADD
150	CIBC Asset Management Inc	$116M	236,892	+3,299	ADD
151	Haverford Trust Co	$112M	226,910	−260	TRIM
152	JUPITER ASSET MANAGEMENT LTD	$111M	234,020	+234,020	NEW
153	MACKENZIE FINANCIAL CORP	$109M	222,589	−107,077	TRIM
154	First Pacific Advisors, LP	$109M	221,896	+3,324	ADD
155	PFA Pension, Forsikringsaktieselskab	$108M	220,719	+220,719	NEW
156	Douglas Lane & Associates, LLC	$107M	218,297	+228	ADD
157	LBP AM SA	$104M	211,481	−2,819	TRIM
158	STOREBRAND ASSET MANAGEMENT AS	$104M	210,751	—	NO PRIOR
159	Dixon Mitchell Investment Counsel Inc.	$103M	208,627	−2,124	TRIM
160	AGF MANAGEMENT LTD	$103M	208,842	+72,331	ADD
161	Baird Financial Group, Inc.	$102M	207,003	+207,003	NEW
162	STATE OF WISCONSIN INVESTMENT BOARD	$101M	205,695	+6,160	ADD
163	Asset Management One Co., Ltd.	$100M	203,719	−920	TRIM
164	Retirement Systems of Alabama	$99.0M	201,354	−142	TRIM
165	Cerity Partners LLC	$98.5M	200,486	−210,556	TRIM
166	CONGRESS ASSET MANAGEMENT CO	$98.4M	200,288	−8,690	TRIM
167	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$96.4M	196,173	+74,361	ADD
168	GREAT LAKES ADVISORS, LLC	$95.3M	193,793	+5,809	ADD
169	SEB Asset Management AB	$93.5M	190,270	—	NO PRIOR
170	Qube Research & Technologies Ltd	$92.8M	188,774	+188,774	NEW
171	Quantinno Capital Management LP	$92.5M	188,243	+19,597	ADD
172	TWO SIGMA INVESTMENTS, LP	$92.4M	187,893	+178,593	ADD
173	Vanguard Investments Australia, Ltd.	$92.1M	187,317	—	NO PRIOR
174	Assenagon Asset Management S.A.	$91.6M	186,436	+175,696	ADD
175	HM PAYSON & CO	$90.8M	184,675	−28,086	TRIM
176	BLAIR WILLIAM & CO/IL	$85.0M	172,953	+15,943	ADD
177	BARTLETT & CO. WEALTH MANAGEMENT LLC	$84.6M	182,938	−11,431	TRIM
178	US BANCORP \DE\	$81.6M	166,108	−5,813	TRIM
179	NICHOLAS COMPANY, INC.	$78.6M	159,828	−140	TRIM
180	WATERS PARKERSON & CO., LLC	$77.5M	157,772	−282	TRIM
181	Findlay Park Partners LLP	$76.1M	154,740	+44,000	ADD
182	Aviso Financial Inc.	$73.6M	149,740	+2,699	ADD
183	KLP KAPITALFORVALTNING AS	$72.3M	147,023	+4,200	ADD
184	SCOTIA CAPITAL INC.	$72.3M	147,090	+10,594	ADD
185	HighTower Advisors, LLC	$71.3M	145,001	−38	TRIM
186	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$71.2M	144,811	−57,411	TRIM
187	HARDING LOEVNER LP	$68.7M	139,791	−5,234	TRIM
188	BRIDGES INVESTMENT MANAGEMENT INC	$68.6M	139,484	−1,958	TRIM
189	SUMMITRY LLC	$68.4M	139,250	−1,238	TRIM
190	Calamos Advisors LLC	$68.4M	139,230	−30,670	TRIM
191	RENAISSANCE TECHNOLOGIES LLC	$68.3M	138,964	+138,964	NEW
192	Lansforsakringar Fondforvaltning AB (publ)	$68.0M	138,295	+17,438	ADD
193	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$66.8M	135,932	+9,320	ADD
194	Federation des caisses Desjardins du Quebec	$66.7M	135,749	−12,740	TRIM
195	TEACHER RETIREMENT SYSTEM OF TEXAS	$66.3M	134,785	+41,002	ADD
196	NEW SOUTH CAPITAL MANAGEMENT INC	$66.0M	134,254	−12,204	TRIM
197	Tidal Investments LLC	$65.7M	133,717	+133,717	NEW
198	Mariner, LLC	$65.7M	133,642	−20,407	TRIM
199	UniSuper Management Pty Ltd	$65.6M	133,427	+587	ADD
200	Zurich Insurance Group Ltd/FI	$65.4M	133,106	+43,794	ADD
201	Tri Locum Partners LP	$65.1M	132,413	+132,413	NEW
202	SCHARF INVESTMENTS, LLC	$65.1M	132,395	−7,609	TRIM
203	Tredje AP-fonden	$65.1M	132,384	−22,210	TRIM
204	Robeco Schweiz AG	$64.2M	130,713	+15,508	ADD
205	Creative Planning	$63.6M	129,348	+5,093	ADD
206	State of New Jersey Common Pension Fund D	$63.5M	129,235	0	NO CHANGE
207	Bristol Gate Capital Partners Inc.	$63.4M	129,062	−8,946	TRIM
208	ING GROEP NV	$63.0M	128,255	+106,128	ADD
209	WESTWOOD HOLDINGS GROUP INC	$62.3M	126,656	+28,343	ADD
210	Alyeska Investment Group, L.P.	$61.4M	124,944	−280,603	TRIM
211	AQR CAPITAL MANAGEMENT LLC	$61.4M	125,682	−19,070	TRIM
212	Allspring Global Investments Holdings, LLC	$61.2M	123,675	+4,938	ADD
213	DAVIS R M INC	$60.5M	122,992	−1,139	TRIM
214	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$60.3M	122,728	+2,889	ADD
215	WEITZ INVESTMENT MANAGEMENT, INC.	$59.5M	121,000	−13,950	TRIM
216	NISA INVESTMENT ADVISORS, LLC	$59.5M	120,878	−8,986	TRIM
217	ABN AMRO INVESTMENT SOLUTIONS	$58.9M	119,822	−6,877	TRIM
218	Skye Global Management LP	$58.2M	118,500	+10,500	ADD
219	Harvest Portfolios Group Inc.	$58.2M	118,447	+10,876	ADD
220	TORONTO DOMINION BANK	$57.3M	116,473	−87,890	TRIM
221	CHILTON CAPITAL MANAGEMENT LLC	$56.7M	115,397	+4,248	ADD
222	GUYASUTA INVESTMENT ADVISORS INC	$56.4M	114,768	+770	ADD
223	Resona Asset Management Co.,Ltd.	$56.0M	114,407	+1,832	ADD
224	DnB Asset Management AS	$56.0M	113,865	−642	TRIM
225	TRUIST FINANCIAL CORP	$55.3M	112,556	−1,615	TRIM
226	Groupe la Francaise	$55.3M	113,485	−5,744	TRIM
227	Skandinaviska Enskilda Banken AB (publ)	$55.1M	112,000	−137,600	TRIM
228	CALEDONIA INVESTMENTS PLC	$55.0M	111,767	0	NO CHANGE
229	Arvin Capital Management LP	$54.9M	111,697	+43,897	ADD
230	Danica Pension, Livsforsikringsaktieselskab	$53.7M	109,250	−10,507	TRIM
231	Evelyn Partners Investment Management LLP	$53.6M	109,140	+4,783	ADD
232	Cetera Investment Advisers	$53.0M	107,789	+5,593	ADD
233	COMPASS CAPITAL MANAGEMENT, INC	$51.9M	105,632	−8,651	TRIM
234	ASR Vermogensbeheer N.V.	$50.9M	103,533	+871	ADD
235	Arizona State Retirement System	$50.6M	102,966	−4,032	TRIM
236	Czech National Bank	$50.3M	102,322	+3,253	ADD
237	Gotham Asset Management, LLC	$50.2M	102,065	+29,307	ADD
238	CIBC WORLD MARKET INC.	$49.4M	100,534	−7,896	TRIM
239	NISSAY ASSET MANAGEMENT CORP /JAPAN	$48.9M	99,415	−101,333	TRIM
240	Covea Finance	$48.3M	98,185	+1,668	ADD
241	STATE OF MICHIGAN RETIREMENT SYSTEM	$48.2M	98,110	−300	TRIM
242	SNYDER CAPITAL MANAGEMENT L P	$48.0M	97,661	−15,201	TRIM
243	Dundas Partners LLP	$47.9M	97,396	−1,010	TRIM
244	M&T BANK CORP	$47.6M	96,837	−1,665	TRIM
245	DF DENT & CO INC	$46.2M	93,940	−86,043	TRIM
246	Marathon Asset Management Ltd	$46.0M	93,421	+7,875	ADD
247	Guinness Asset Management LTD	$45.7M	92,980	+8,049	ADD
248	BRAIDWELL LP	$45.7M	92,915	+12,190	ADD
249	BROWN ADVISORY INC	$45.4M	92,433	+3,214	ADD
250	Cornerstone Investment Partners, LLC	$45.4M	92,313	−4,991	TRIM
251	Ilex Capital Partners (UK) LLP	$45.2M	92,014	+92,014	NEW
252	ARMISTICE CAPITAL, LLC	$45.0M	91,491	+28,653	ADD
253	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$44.9M	91,418	+33,985	ADD
254	Mesirow Financial Investment Management, Inc.	$44.4M	90,383	+5,963	ADD
255	CONFLUENCE INVESTMENT MANAGEMENT LLC	$44.3M	90,151	−4,913	TRIM
256	Midwest Trust Co	$44.3M	90,151	+85	ADD
257	Banco Santander, S.A.	$44.2M	89,937	−4,779	TRIM
258	Capital International Sarl	$43.9M	89,414	−17,121	TRIM
259	WELCH & FORBES LLC	$43.7M	88,934	−150	TRIM
260	Cannell & Spears LLC	$43.5M	88,474	−656	TRIM
261	ZWJ INVESTMENT COUNSEL INC	$43.2M	87,855	+2,326	ADD
262	MetLife Investment Management, LLC	$43.2M	87,821	−2,279	TRIM
263	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$43.0M	87,518	+126	ADD
264	Mirae Asset Global Investments Co., Ltd.	$42.8M	87,036	−1,134	TRIM
265	AIA Group Ltd	$42.6M	86,693	−5,759	TRIM
266	OSAIC HOLDINGS, INC.	$42.5M	86,452	+1,883	ADD
267	GLENMEDE TRUST CO NA	$42.1M	85,674	+217	ADD
268	TOCQUEVILLE ASSET MANAGEMENT L.P.	$41.9M	85,252	+4,521	ADD
269	Capital International, Inc./CA/	$41.2M	83,831	−9,981	TRIM
270	Magellan Asset Management Ltd	$40.9M	83,187	+7,605	ADD
271	Henshaw Capital LLC	$40.6M	82,609	—	NO PRIOR
272	Americana Partners, LLC	$40.2M	81,840	−1,526	TRIM
273	NORTHEAST INVESTMENT MANAGEMENT	$40.2M	81,692	−1,143	TRIM
274	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$39.8M	81,049	−41,073	TRIM
275	Mill Capital Management, LLC	$39.8M	80,887	+61	ADD
276	JIA INVESTMENT ALLIANCE PTE. LTD.	$38.7M	78,800	0	NO CHANGE
277	BLI - Banque de Luxembourg Investments	$37.7M	65,660	+65,660	NEW
278	Polar Capital Holdings Plc	$37.3M	75,980	+14,816	ADD
279	COMMONWEALTH EQUITY SERVICES, LLC	$37.1M	75,436	−6,351	TRIM
280	Fiera Capital Corp	$37.0M	75,286	−48,367	TRIM
281	IFM Investors Pty Ltd	$36.7M	74,625	+2,071	ADD
282	OFI INVEST ASSET MANAGEMENT	$36.3M	84,888	−12,361	TRIM
283	HOWLAND CAPITAL MANAGEMENT LLC	$35.8M	72,691	−3,516	TRIM
284	Daiwa Securities Group Inc.	$35.4M	72,046	+2,691	ADD
285	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$35.0M	71,261	+7,590	ADD
286	Aristotle Atlantic Partners, LLC	$34.9M	71,042	−2,566	TRIM
287	MILLENNIUM MANAGEMENT LLC	$34.7M	70,696	+18,432	ADD
288	Pathstone Holdings, LLC	$34.5M	70,197	−7,944	TRIM
289	Squarepoint Ops LLC	$34.3M	69,837	+59,825	ADD
290	Spinecap SAS	$34.2M	69,508	−520	TRIM
291	TD Waterhouse Canada Inc.	$34.0M	68,931	+36,716	ADD
292	Artemis Investment Management LLP	$33.7M	68,477	+6,304	ADD
293	FACTORY MUTUAL INSURANCE CO	$33.6M	68,285	−15,800	TRIM
294	XPONANCE LLC	$33.5M	68,124	+8,829	ADD
295	MARKEL GROUP INC.	$33.0M	67,100	+4,300	ADD
296	Nexus Investment Management ULC	$32.9M	66,972	−325	TRIM
297	NATIXIS	$32.7M	66,593	+11,114	ADD
298	USS Investment Management Ltd	$32.4M	65,801	+2,208	ADD
299	OPPENHEIMER ASSET MANAGEMENT INC.	$32.2M	65,576	+4,306	ADD
300	C Partners Holding GmbH	$32.1M	65,362	+10,963	ADD
301	Advisors Capital Management, LLC	$32.1M	65,254	+574	ADD
302	Bellevue Group AG	$31.7M	64,412	−665	TRIM
303	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$31.7M	64,399	−129,156	TRIM
304	Ironvine Capital Partners, LLC	$31.5M	64,085	−453	TRIM
305	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$31.5M	63,996	−51,945	TRIM
306	Private Wealth Partners, LLC	$31.1M	63,285	−29	TRIM
307	Varma Mutual Pension Insurance Co	$31.1M	63,217	0	NO CHANGE
308	ROCKLAND TRUST CO	$30.5M	62,093	+2,960	ADD
309	NORTH STAR ASSET MANAGEMENT INC	$30.3M	61,741	−8	TRIM
310	Utah Retirement Systems	$30.2M	61,398	−996	TRIM
311	MAI Capital Management	$30.0M	61,039	+1,837	ADD
312	PUBLIC SECTOR PENSION INVESTMENT BOARD	$29.9M	60,839	+11,976	ADD
313	Spear Holdings RSC Ltd	$29.8M	60,638	+60,638	NEW
314	PBCay One RSC Ltd	$29.8M	60,635	+60,635	NEW
315	FIDUCIARY TRUST CO	$29.6M	60,170	−3,715	TRIM
316	MKP Capital Management, L.L.C.	$29.5M	60,000	+60,000	NEW
317	ONTARIO TEACHERS PENSION PLAN BOARD	$29.2M	59,473	+36,793	ADD
318	Smith Salley Wealth Management	$29.2M	59,398	+671	ADD
319	ASSETMARK, INC	$28.9M	58,741	+21,087	ADD
320	REGIONS FINANCIAL CORP	$28.8M	58,636	−3,867	TRIM
321	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$28.7M	58,459	+24,072	ADD
322	Howard Capital Management Group, LLC	$28.4M	57,879	+1,304	ADD
323	Andra AP-fonden	$28.4M	57,814	+53,990	ADD
324	ProShare Advisors LLC	$28.4M	57,741	−13,559	TRIM
325	SHUFRO ROSE & CO LLC	$28.4M	57,739	+502	ADD
326	AVITY INVESTMENT MANAGEMENT INC.	$27.9M	56,726	+13,072	ADD
327	National Mutual Insurance Federation of Agricultural Cooperatives	$27.5M	55,900	0	NO CHANGE
328	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$27.5M	55,871	+1,379	ADD
329	NEOS Investment Management LLC	$27.0M	54,991	−4,056	TRIM
330	Sanctuary Advisors, LLC	$27.0M	54,969	+1,559	ADD
331	Jefferies Financial Group Inc.	$27.0M	54,886	+53,436	ADD
332	J. Stern & Co. LLP	$27.0M	54,849	+54,849	NEW
333	Rakuten Investment Management, Inc.	$26.8M	55,817	+6,255	ADD
334	Banque Transatlantique SA	$26.7M	54,181	−2,101	TRIM
335	ATWOOD & PALMER INC	$26.7M	54,303	+126	ADD
336	Sumitomo Mitsui DS Asset Management Company, Ltd	$26.5M	53,878	+745	ADD
337	FEDERATED HERMES, INC.	$26.1M	53,199	−1,879	TRIM
338	Swiss Life Asset Management Ltd	$26.1M	53,073	+6,272	ADD
339	Vanguard Personalized Indexing Management, LLC	$26.0M	52,860	+851	ADD
340	America First Investment Advisors, LLC	$26.0M	52,828	−472	TRIM
341	Bank Julius Baer & Co. Ltd, Zurich	$26.0M	52,802	−2,162	TRIM
342	Pinnacle Financial Partners, Inc.	$25.9M	52,614	−555	TRIM
343	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$25.6M	90,575	−42,770	TRIM
344	Ceredex Value Advisors LLC	$25.5M	51,897	−261	TRIM
345	L. Roy Papp & Associates, LLP	$25.0M	50,802	−714	TRIM
346	Cornerstone Capital, Inc.	$24.3M	49,377	−408	TRIM
347	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$24.2M	49,291	+49,291	NEW
348	Foresight Group Ltd Liability Partnership	$23.9M	48,654	−2,229	TRIM
349	Ethic Inc.	$23.7M	48,230	−2,221	TRIM
350	YHB Investment Advisors, Inc.	$23.5M	47,806	+40	ADD
351	Rempart Asset Management Inc.	$23.3M	47,416	−4,537	TRIM
352	Curi Capital, LLC	$22.9M	46,597	+3,451	ADD
353	OLD NATIONAL BANCORP /IN/	$22.9M	46,603	+300	ADD
354	ORBIMED ADVISORS LLC	$22.9M	46,500	0	NO CHANGE
355	Man Group plc	$22.8M	46,402	+29,581	ADD
356	Aptus Capital Advisors, LLC	$22.7M	46,240	−11,704	TRIM
357	NICHOLS & PRATT ADVISERS LLP /MA	$22.6M	45,986	+4,268	ADD
358	CAPITAL INTERNATIONAL LTD /CA/	$22.6M	45,947	−11,981	TRIM
359	Epoch Investment Partners, Inc.	$22.2M	45,214	−4,505	TRIM
360	FOSTER DYKEMA CABOT & PARTNERS, LLC	$22.2M	45,103	−137	TRIM
361	Atlantic Union Bankshares Corp	$22.2M	45,125	+3,437	ADD
362	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$21.9M	44,647	+26,720	ADD
363	PICTON MAHONEY ASSET MANAGEMENT	$21.9M	44,543	−916	TRIM
364	Badgley Phelps Wealth Managers, LLC	$21.9M	44,491	−7,858	TRIM
365	Lombard Odier Asset Management (Europe) Ltd	$21.9M	44,489	−1,463	TRIM
366	OP Asset Management Ltd	$21.7M	44,117	—	NO PRIOR
367	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$21.6M	43,966	+8,793	ADD
368	Cresset Asset Management, LLC	$21.5M	43,748	+1,516	ADD
369	FIRST TRUST ADVISORS LP	$21.4M	43,524	−26,578	TRIM
370	ASSOCIATED BANC-CORP	$21.2M	43,160	−311	TRIM
371	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$21.2M	43,065	+88	ADD
372	Walleye Capital LLC	$21.2M	43,039	+28,793	ADD
373	MOODY LYNN LIEBERSON & WALKER, LLC	$20.9M	42,474	+1,543	ADD
374	ZACKS INVESTMENT MANAGEMENT	$20.8M	42,404	−924	TRIM
375	Destination Wealth Management	$20.8M	42,389	+2,067	ADD
376	DKRT Investments Corp.	$20.6M	42,000	+42,000	NEW
377	EDMOND DE ROTHSCHILD HOLDING S.A.	$20.6M	41,986	−1,979	TRIM
378	Carnegie Investment Counsel	$20.6M	41,877	−5,590	TRIM
379	Chesley Taft & Associates LLC	$20.6M	41,863	−579	TRIM
380	Wilmington Savings Fund Society, FSB	$20.6M	41,860	−708	TRIM
381	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$20.4M	41,479	−385	TRIM
382	Rhenman & Partners Asset Management AB	$20.3M	41,340	+7,700	ADD
383	Vinva Investment Management Ltd	$19.9M	41,515	−268	TRIM
384	MML INVESTORS SERVICES, LLC	$19.8M	40,380	+5,269	ADD
385	MACQUARIE GROUP LTD	$19.8M	40,260	−20,339	TRIM
386	Sone Capital Management, LLC	$19.7M	40,158	+29,314	ADD
387	Lido Advisors, LLC	$19.7M	39,978	−4,116	TRIM
388	Addenda Capital Inc.	$19.4M	39,454	+9,971	ADD
389	Beacon Pointe Advisors, LLC	$19.1M	38,817	+19,461	ADD
390	CITIZENS FINANCIAL GROUP INC/RI	$19.1M	38,786	−1,423	TRIM
391	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$18.9M	38,509	−818	TRIM
392	NorthCrest Asset Manangement, LLC	$18.9M	38,411	−14,024	TRIM
393	GW HENSSLER & ASSOCIATES LTD	$18.8M	38,239	+325	ADD
394	NORDEA INVESTMENT MANAGEMENT AB	$18.8M	39,050	−51,492	TRIM
395	Woodbridge CO LTD	$18.8M	38,200	0	NO CHANGE
396	J.P. Marvel Investment Advisors, LLC	$18.7M	38,035	−85	TRIM
397	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$18.7M	38,032	+4,762	ADD
398	Kemnay Advisory Services Inc.	$18.5M	37,596	−2,554	TRIM
399	GUGGENHEIM CAPITAL LLC	$18.4M	37,348	−2,981	TRIM
400	ODDO BHF ASSET MANAGEMENT SAS	$18.3M	37,282	−13,184	TRIM
401	BCV Asset Management Inc.	$18.3M	37,136	+1,130	ADD
402	MERCER GLOBAL ADVISORS INC /ADV	$18.0M	36,715	−2,188	TRIM
403	Elo Mutual Pension Insurance Co	$18.0M	36,646	−5,933	TRIM
404	YOUSIF CAPITAL MANAGEMENT, LLC	$17.9M	36,411	−1,138	TRIM
405	MUFG Securities EMEA plc	$17.9M	36,402	+21,000	ADD
406	Strategic Wealth Investment Group, LLC	$17.8M	36,156	+1,415	ADD
407	Avalon Trust Co	$17.7M	35,923	+867	ADD
408	Waverly Advisors, LLC	$17.6M	35,833	+5,044	ADD
409	EXENCIAL WEALTH ADVISORS, LLC	$17.4M	35,361	−1,759	TRIM
410	Petrus Trust Company, LTA	$17.2M	35,000	+35,000	NEW
411	Allworth Financial LP	$17.2M	34,959	−60	TRIM
412	UMB Bank, n.a.	$17.2M	34,934	−1,137	TRIM
413	FLPUTNAM INVESTMENT MANAGEMENT CO	$17.1M	34,791	+4,012	ADD
414	HIGHLAND CAPITAL MANAGEMENT, LLC	$16.9M	34,365	+226	ADD
415	TRILLIUM ASSET MANAGEMENT, LLC	$16.5M	60,524	+26,585	ADD
416	ARGENT CAPITAL MANAGEMENT LLC	$16.5M	33,602	−18,757	TRIM
417	UNIVEST FINANCIAL Corp	$16.3M	33,259	−1,144	TRIM
418	Baker Avenue Asset Management, LP	$16.3M	33,113	+6,755	ADD
419	Chicago Capital, LLC	$16.1M	32,657	−3,037	TRIM
420	Phraction Management LLC	$15.9M	32,445	+1,461	ADD
421	Empowered Funds, LLC	$15.9M	32,436	+32,436	NEW
422	Shay Capital LLC	$15.9M	32,435	+31,935	ADD
423	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$15.9M	32,324	+54	ADD
424	WINDWARD CAPITAL MANAGEMENT CO /CA	$15.9M	32,317	−608	TRIM
425	Wealthfront Advisers LLC	$15.9M	32,268	+4,145	ADD
426	Teca Partners, LP	$15.7M	31,939	+14,339	ADD
427	LOWE BROCKENBROUGH & CO INC	$15.7M	31,928	−287	TRIM
428	Envestnet Portfolio Solutions, Inc.	$15.7M	31,866	+3,728	ADD
429	United Asset Strategies, Inc.	$15.3M	31,095	−546	TRIM
430	LaFleur & Godfrey LLC	$15.1M	30,650	+786	ADD
431	Dash Acquisitions Inc.	$15.0M	28,607	−134	TRIM
432	NUANCE INVESTMENTS, LLC	$14.9M	30,321	+9,311	ADD
433	M. Kraus & Co	$14.7M	29,856	+176	ADD
434	Freestone Capital Holdings, LLC	$14.7M	29,810	−359	TRIM
435	Atle Fund Management AB	$14.4M	22,986	−6,929	TRIM
436	Aquatic Capital Management LLC	$14.4M	29,389	−39,691	TRIM
437	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$14.4M	29,202	+266	ADD
438	Rafferty Asset Management, LLC	$14.3M	29,028	−11,422	TRIM
439	OPPENHEIMER & CO INC	$14.1M	28,773	−1,046	TRIM
440	MCRAE CAPITAL MANAGEMENT INC	$14.1M	28,758	−445	TRIM
441	KAVAR CAPITAL PARTNERS GROUP, LLC	$14.1M	28,722	−320	TRIM
442	Kestra Advisory Services, LLC	$14.1M	28,601	+785	ADD
443	Eldred Rock Partners, LLC	$14.0M	28,566	+28,566	NEW
444	Atria Investments, Inc	$14.0M	28,478	−3,943	TRIM
445	DAVIS-REA LTD.	$13.9M	28,185	+653	ADD
446	Avanza Fonder AB	$13.8M	28,169	−2,116	TRIM
447	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$13.8M	28,148	−134	TRIM
448	McGuire Investment Group, LLC	$13.8M	28,140	−5,199	TRIM
449	Cornerstone Advisors, LLC	$13.8M	27,984	−29,116	TRIM
450	EAGLE GLOBAL ADVISORS LLC	$13.7M	27,937	−8,136	TRIM
451	Private Capital Advisors, Inc.	$13.7M	27,904	+145	ADD
452	Northwest & Ethical Investments L.P.	$13.6M	27,767	+255	ADD
453	PARSONS CAPITAL MANAGEMENT INC/RI	$13.6M	27,683	+6,297	ADD
454	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$13.5M	27,500	0	NO CHANGE
455	ARS Wealth Advisors Group, LLC	$13.5M	27,422	+372	ADD
456	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$13.4M	27,325	+30	ADD
457	Talbot Financial, LLC	$13.4M	27,203	+695	ADD
458	TOWER BRIDGE ADVISORS	$13.4M	27,200	+27,200	NEW
459	CCM INVESTMENT ADVISERS LLC	$13.4M	27,184	−540	TRIM
460	&PARTNERS	$13.2M	26,876	+2,130	ADD
461	Investment Management Corp of Ontario	$13.2M	26,867	−7,304	TRIM
462	Perigon Wealth Management, LLC	$13.2M	26,803	−246	TRIM
463	Bank Pictet & Cie (Europe) AG	$13.2M	26,759	−8,054	TRIM
464	Mediolanum International Funds Ltd	$13.1M	27,263	−39,037	TRIM
465	CWM, LLC	$12.9M	26,183	+556	ADD
466	HB Wealth Management, LLC	$12.8M	26,063	−2,663	TRIM
467	S.E.E.D. Planning Group LLC	$12.7M	25,830	−377	TRIM
468	DODGE & COX	$12.7M	25,741	0	NO CHANGE
469	Renaissance Investment Group LLC	$12.6M	25,724	−51	TRIM
470	Steward Partners Investment Advisory, LLC	$12.6M	25,607	+4,062	ADD
471	EP Wealth Advisors, LLC	$12.4M	25,251	−1,069	TRIM
472	NEEDHAM INVESTMENT MANAGEMENT LLC	$12.4M	25,250	0	NO CHANGE
473	Douglass Winthrop Advisors, LLC	$12.2M	24,843	−6	TRIM
474	NOVARE CAPITAL MANAGEMENT LLC	$12.2M	24,739	−637	TRIM
475	QRG CAPITAL MANAGEMENT, INC.	$12.2M	24,729	+3,133	ADD
476	Stratos Wealth Partners, LTD.	$12.1M	24,559	+130	ADD
477	ALBION FINANCIAL GROUP /UT	$12.0M	24,328	−72	TRIM
478	Glenview Trust Co	$12.0M	24,324	+110	ADD
479	NLB Skladi, upravljanje premozenja, d.o.o.	$11.9M	24,188	−1,098	TRIM
480	BANQUE PICTET & CIE SA	$11.8M	23,986	−14,546	TRIM
481	Azimuth Capital Investment Management LLC	$11.8M	23,984	+20,701	ADD
482	STEPHENS INC /AR/	$11.6M	23,680	+1,869	ADD
483	FIRST NATIONAL BANK OF OMAHA	$11.6M	24,069	−2,928	TRIM
484	EAGLE ROCK INVESTMENT COMPANY, LLC	$11.6M	23,674	+1,705	ADD
485	BAMCO INC /NY/	$11.6M	23,670	−5,150	TRIM
486	Vestmark Advisory Solutions, Inc.	$11.5M	23,464	+4,920	ADD
487	MOTCO	$11.5M	23,361	+401	ADD
488	Applied Finance Capital Management, LLC	$11.5M	23,356	−1,027	TRIM
489	Northside Capital Management, LLC	$11.4M	23,222	+17,383	ADD
490	MIZUHO SECURITIES USA LLC	$11.2M	22,713	−4,644	TRIM
491	Ravenstone Capital Management Inc.	$11.2M	22,704	—	NO PRIOR
492	NewEdge Advisors, LLC	$11.1M	22,679	+22,679	NEW
493	MATRIX ASSET ADVISORS INC/NY	$11.1M	22,547	+1,206	ADD
494	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$11.0M	22,355	−333	TRIM
495	Union Bancaire Privee, UBP SA	$10.8M	25,516	−27,575	TRIM
496	Annex Advisory Services, LLC	$10.8M	21,900	+811	ADD
497	WORMSER FRERES GESTION	$10.7M	21,367	−639	TRIM
498	Norinchukin Bank, The	$10.7M	21,730	+6	ADD
499	Verition Fund Management LLC	$10.5M	21,462	+4,099	ADD
500	HARTFORD INVESTMENT MANAGEMENT CO	$10.5M	21,414	−300	TRIM

Truncated by Public Filings. Top 500 of 2,117 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · TMO

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Michael A. Rulli R–OH-6 $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: 6 Viking Global Investors, D1 Capital Partners, Glenview Capital, Gotham Asset Management, Markel Group, Bridgewater Associates $1.4B held
Trimming: 1 Third Point $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · THERMO FISHER SCIENTIFIC INC

Merged timeline of congressional filings and notable-manager moves on TMO
Date	Who	Change	Size
2026-08-07	Michael A. Rulli Congress	SELL	$1K–$15K
2026-05-15	Viking Global Investors 13F	ADD	+874,838 sh
2026-05-15	D1 Capital Partners 13F	NEW	+725,005 sh
2026-05-15	Glenview Capital 13F	ADD	+26,578 sh
2026-05-15	Gotham Asset Management 13F	ADD	+29,307 sh
2026-05-15	Bridgewater Associates 13F	ADD	+12,801 sh
2026-05-15	Third Point 13F	EXIT	−50,000 sh
2026-05-01	Markel Group 13F	ADD	+4,300 sh

8 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.