Public record / Tickers / ADI

ADI — ANALOG DEVICES INC

Both disclosure regimes on one name: who in Congress filed about ADI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
79
all PTR rows naming ADI
Members · 12m
6
3 buys · 10 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-03-05 → filed 2025-04-11. Ranked over every ADI row by the provable lower bound, never a point estimate.

6 members · 3 buys / 10 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

11 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

25 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 25 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ADI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ADI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-15Thomas H. Kean, Jr. R–NJ-7Sale · partial (partial sale)Traded 06-30 +15d$1K–$15K
2026-07-09Richard McCormick R–GA-7Sale · partial (partial sale)Traded 06-12 +27d$1K–$15K
2026-07-09Richard McCormick R–GA-7Sale · partial (partial sale)Traded 06-12 +27d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 79 ↗

Members active in ADI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ADI in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Richard McCormick R–GA-76−$74.0K to $10.0K3
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Thomas H. Kean, Jr. R–NJ-72−$30.0K to −$2.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Josh Gottheimer D–NJ-51$1.0K to $15.0K2
Shelley Moore Capito R–WV1−$15.0K to −$1.0K4

6 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · ADI

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
2 Richard McCormick R–GA-7, Thomas H. Kean, Jr. R–NJ-7 $4K–$60K

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

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · ANALOG DEVICES INC

Merged timeline of congressional filings and notable-manager moves on ADI
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-15Thomas H. Kean, Jr. CongressSale$1K–$15K
2026-07-09Richard McCormick CongressSale$1K–$15K
2026-07-09Richard McCormick CongressSale$1K–$15K
2026-05-15D1 Capital Partners 13Fnew+292,444 sh
2026-05-15Bridgewater Associates 13Fadd+52,405 sh
2026-05-15Gotham Asset Management 13Ftrim−9,537 sh
2026-05-15Soros Fund Management 13Fexit−21,400 sh
2026-05-14Caxton Associates 13Fadd+2,200 sh

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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ADI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$13.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$10.1B1
3STATE STREET CORP$7.3B1
4JPMORGAN CHASE & CO$6.3B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$4.6B1
6GEODE CAPITAL MANAGEMENT, LLC$3.9B1
7BANK OF AMERICA CORP /DE/$3.3B1
8WELLS FARGO & COMPANY/MN$2.7B1
9MORGAN STANLEY$2.6B1
10FMR LLC$2.1B1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.1B1
12Invesco Ltd.$2.1B1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.0B1
14AMERIPRISE FINANCIAL INC$1.9B1
15NORTHERN TRUST CORP$1.7B1
16Amundi$1.6B1
17RAYMOND JAMES FINANCIAL INC$1.5B1
18Legal & General Group Plc$1.3B1
19FRANKLIN RESOURCES INC$1.3B1
20Swedbank AB$1.1B1
21UBS Group AG$1.1B1
22Bank of New York Mellon Corp$1.1B1
23AMERICAN CENTURY COMPANIES INC$1.0B1
24PRIMECAP MANAGEMENT CO/CA/$998M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$947M1
26BARCLAYS PLC$934M1
27VANGUARD FIDUCIARY TRUST CO$875M1
28Neuberger Berman Group LLC$826M1
29DIMENSIONAL FUND ADVISORS LP$741M1
30WELLINGTON MANAGEMENT GROUP LLP$729M1
31ROYAL BANK OF CANADA$723M1
32ALKEON CAPITAL MANAGEMENT LLC$658M1
33Nuveen, LLC$635M1
34CANTILLON CAPITAL MANAGEMENT LLC$608M1
35DEUTSCHE BANK AG\$568M1
36Sumitomo Mitsui Trust Group, Inc.$551M1
37First Pacific Advisors, LP$548M1
38LAZARD ASSET MANAGEMENT LLC$544M1
39CITIGROUP INC$533M1
40ENVESTNET ASSET MANAGEMENT INC$507M1
41Swiss National Bank$457M1
42National Pension Service$446M1
43Robeco Institutional Asset Management B.V.$422M1
44TRUIST FINANCIAL CORP$410M1
45Pictet Asset Management Holding SA$382M1
46ALLIANCEBERNSTEIN L.P.$377M1
47Mitsubishi UFJ Asset Management Co., Ltd.$373M1
48VOYA INVESTMENT MANAGEMENT LLC$372M1
49HSBC HOLDINGS PLC$368M1
50Janus Henderson Group Ltd.$366M1
51CIBC Bancorp USA Inc.$364M1
52Point72 Asset Management, L.P.$361M1
53CANADA PENSION PLAN INVESTMENT BOARD$360M1
54Rafferty Asset Management, LLC$350M1
55Vanguard Global Advisers, LLC$340M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$336M1
57MARKEL GROUP INC.$326M1
58FIRST TRUST ADVISORS LP$321M1
59VICTORY CAPITAL MANAGEMENT INC$318M1
60DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$317M1
61Alecta Tjanstepension Omsesidigt$313M1
62CREDIT AGRICOLE S A$308M1
63HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$302M1
64Ensign Peak Advisors, Inc$298M1
65Winslow Capital Management, LLC$288M1
66Alyeska Investment Group, L.P.$264M1
67PineStone Asset Management Inc.$262M1
68STIFEL FINANCIAL CORP$257M1
69VANGUARD ASSET MANAGEMENT, Ltd$251M1
70ProShare Advisors LLC$247M1
71Aberdeen Group plc$245M1
72AQR CAPITAL MANAGEMENT LLC$236M1
73CITADEL ADVISORS LLC$232M1
74Holocene Advisors, LP$221M1
75TIMUCUAN ASSET MANAGEMENT INC/FL$216M1
76LANSDOWNE PARTNERS (UK) LLP$211M1
77Qube Research & Technologies Ltd$206M1
78Artisan Partners Limited Partnership$205M1
79PRUDENTIAL FINANCIAL INC$205M1
80SEI INVESTMENTS CO$205M1
81FLOSSBACH VON STORCH SE$201M1
82AVIVA PLC$200M1
83PUBLIC SECTOR PENSION INVESTMENT BOARD$199M1
84NATIONAL BANK OF CANADA /FI/$198M1
85BNP Paribas Asset Management Holding S.A.$197M1
86MANUFACTURERS LIFE INSURANCE COMPANY, THE$192M1
87Bank Julius Baer & Co. Ltd, Zurich$192M1
88SCHRODER INVESTMENT MANAGEMENT GROUP$192M1
89Universal- Beteiligungs- und Servicegesellschaft mbH$189M1
90Squarepoint Ops LLC$186M1
91LPL Financial LLC$185M1
92Fiera Capital Corp$181M1
93TD ASSET MANAGEMENT INC$180M1
94PRINCIPAL FINANCIAL GROUP INC$177M1
95BROWN ADVISORY INC$177M1
96NEW YORK STATE COMMON RETIREMENT FUND$176M1
97CONFLUENCE INVESTMENT MANAGEMENT LLC$172M1
98ROYAL LONDON ASSET MANAGEMENT LTD$171M1
991832 Asset Management L.P.$163M1
100Mirae Asset Global Investments Co., Ltd.$160M1
101Palestra Capital Management LLC$156M1
102FENIMORE ASSET MANAGEMENT INC$151M1
103CAPITOLIS LIQUID GLOBAL MARKETS LLC$150M1
104Mizuho Markets Cayman LP$150M1
105OAKTOP CAPITAL MANAGEMENT II, L.P.$148M1
106DAVENPORT & Co LLC$146M1
107MILLENNIUM MANAGEMENT LLC$142M1
108Baird Financial Group, Inc.$141M1
109BANK OF MONTREAL /CAN/$140M1
110Focus Partners Wealth$139M1
111Rockefeller Capital Management L.P.$138M1
112STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$136M1
113US BANCORP \DE\$135M1
114BAILLIE GIFFORD & CO$135M1
115Capital International Investors$135M1
116Zurcher Kantonalbank (Zurich Cantonalbank)$135M1
117MACKENZIE FINANCIAL CORP$135M1
118Boston Partners$135M1
119Assenagon Asset Management S.A.$134M1
120NORDEA INVESTMENT MANAGEMENT AB$133M1
121FLPUTNAM INVESTMENT MANAGEMENT CO$132M1
122M&T BANK CORP$131M1
123JOHNSON INVESTMENT COUNSEL INC$127M1
124Epoch Investment Partners, Inc.$126M1
125BARTLETT & CO. WEALTH MANAGEMENT LLC$126M1
126Robeco Schweiz AG$125M1
127Man Group plc$124M1
128Eurizon Capital SGR S.p.A.$123M1
129MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$120M1
130Korea Investment CORP$117M1
131NOMURA ASSET MANAGEMENT CO LTD$116M1
132DANSKE BANK A/S$113M1
133PANAGORA ASSET MANAGEMENT INC$112M1
134CENTRAL SECURITIES CORP$111M1
135CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$111M1
136RIVERBRIDGE PARTNERS LLC$110M1
137NEOS Investment Management LLC$107M1
138Madison Asset Management, LLC$107M1
139UniSuper Management Pty Ltd$107M1
140Corient Private Wealth LLC$105M1
141Cerity Partners LLC$105M1
142ADAGE CAPITAL PARTNERS GP, L.L.C.$104M1
143Mariner, LLC$102M1
144NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$99.9M1
145PFA Pension, Forsikringsaktieselskab$95.7M1
146BRADLEY FOSTER & SARGENT INC/CT$93.4M1
147Cannell & Spears LLC$93.3M1
148D1 Capital Partners L.P.$93.0M1
149Quantinno Capital Management LP$92.6M1
150Tidal Investments LLC$92.5M1
151Cartenna Capital, LP$92.3M1
152Castle Hook Partners LP$91.0M1
153Candriam S.C.A.$90.7M1
154NISSAY ASSET MANAGEMENT CORP /JAPAN$89.6M1
155ING GROEP NV$89.2M1
156Mitsubishi UFJ Trust & Banking Corp$88.1M1
157HighTower Advisors, LLC$86.6M1
158SNYDER CAPITAL MANAGEMENT L P$84.2M1
159STATE OF WISCONSIN INVESTMENT BOARD$83.4M1
160BAHL & GAYNOR INC$83.4M1
161COMMONWEALTH EQUITY SERVICES, LLC$80.5M1
162AGF MANAGEMENT LTD$79.8M1
163BALYASNY ASSET MANAGEMENT L.P.$79.5M1
164GRANDFIELD & DODD, LLC$79.0M1
165SUSQUEHANNA INTERNATIONAL GROUP, LLP$78.8M1
166KLP KAPITALFORVALTNING AS$78.3M1
167NewEdge Advisors, LLC$78.1M1
168ANCHOR CAPITAL ADVISORS LLC$77.2M1
169Chevy Chase Trust Holdings, LLC$77.2M1
170Annex Advisory Services, LLC$76.5M1
171Findlay Park Partners LLP$76.0M1
172Vontobel Holding Ltd.$75.6M1
173APG Asset Management N.V.$73.3M1
174Vanguard Investments Australia, Ltd.$72.7M1
175Zurich Insurance Group Ltd/FI$72.6M1
176CIBC Asset Management Inc$72.3M1
177Manchester Global Management (UK) Ltd$72.0M1
178SEB Asset Management AB$70.7M1
179MIZUHO MARKETS AMERICAS LLC$70.2M1
180Asset Management One Co., Ltd.$70.2M1
181FIFTH THIRD BANCORP$69.7M1
182Swiss Life Asset Management Ltd$68.5M1
183Altshuler Shaham Ltd$68.4M1
184Jefferies Financial Group Inc.$68.2M1
185FIL Ltd$68.1M1
186PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$67.1M1
187CAUSEWAY CAPITAL MANAGEMENT LLC$64.2M1
188&PARTNERS$63.8M1
189Dundas Partners LLP$63.2M1
190NISA INVESTMENT ADVISORS, LLC$62.2M1
191Sterling Capital Management LLC$61.3M1
192BANK OF NOVA SCOTIA$60.2M1
193GUGGENHEIM CAPITAL LLC$59.4M1
194Allspring Global Investments Holdings, LLC$58.3M1
195TEACHER RETIREMENT SYSTEM OF TEXAS$57.9M1
196Wilkinson Global Asset Management LLC$57.5M1
197WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$57.2M1
198Ironvine Capital Partners, LLC$56.1M1
199PARK NATIONAL CORP /OH/$55.5M1
200Giverny Capital Inc.$54.4M1
201Smith Group Asset Management, LLC$54.3M1
202VOLORIDGE INVESTMENT MANAGEMENT, LLC$54.2M1
203EASTERN BANK$53.9M1
204MEITAV INVESTMENT HOUSE LTD$53.5M1
205State of New Jersey Common Pension Fund D$53.2M1
206Lido Advisors, LLC$53.0M1
207Creative Planning$53.0M1
208Hemenway Trust Co LLC$52.5M1
209Lansforsakringar Fondforvaltning AB (publ)$50.5M1
210NATIXIS$50.4M1
211Allianz Asset Management GmbH$50.1M1
212TORONTO DOMINION BANK$50.0M1
213Daiwa Securities Group Inc.$49.9M1
214Resona Asset Management Co.,Ltd.$49.8M1
215OSAIC HOLDINGS, INC.$49.8M1
216BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$49.7M1
217ATALANTA SOSNOFF CAPITAL, LLC$48.1M1
218Defiance ETFs, LLC$48.0M1
219OSTERWEIS CAPITAL MANAGEMENT INC$47.8M1
220Cresset Asset Management, LLC$46.6M1
221Steward Partners Investment Advisory, LLC$46.6M1
222OFI INVEST ASSET MANAGEMENT$46.2M1
223AGAVE CAPITAL MANAGEMENT Ltd$46.1M1
224ASSETMARK, INC$45.3M1
225Tredje AP-fonden$44.9M1
226FEDERATED HERMES, INC.$44.2M1
227Cetera Investment Advisers$43.9M1
228COMGEST GLOBAL INVESTORS S.A.S.$43.8M1
229Arizona State Retirement System$42.7M1
230Czech National Bank$42.3M1
231Polar Capital Holdings Plc$41.6M1
232BEACON INVESTMENT ADVISORY SERVICES, INC.$40.9M1
233STATE OF MICHIGAN RETIREMENT SYSTEM$40.6M1
234Vident Advisory, LLC$39.9M1
235FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$39.8M1
236D. E. Shaw & Co., Inc.$39.4M1
237B. Metzler seel. Sohn & Co. AG$39.0M1
238Destination Wealth Management$38.6M1
239ABSHER WEALTH MANAGEMENT, LLC$37.2M1
240FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$36.9M1
241Capital Research Global Investors$36.7M1
242Birch Hill Investment Advisors LLC$36.5M1
243CONNING INC.$36.5M1
244MetLife Investment Management, LLC$36.3M1
245COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$36.2M1
246GATEWAY INVESTMENT ADVISERS LLC$35.6M1
247DnB Asset Management AS$35.3M1
248Smith Salley Wealth Management$35.1M1
249Banco Santander, S.A.$34.9M1
250Gotham Asset Management, LLC$34.5M1
251Aristotle Atlantic Partners, LLC$34.4M1
252Covea Finance$33.9M1
253NORTH STAR ASSET MANAGEMENT INC$33.9M1
254WEITZ INVESTMENT MANAGEMENT, INC.$33.8M1
255STOREBRAND ASSET MANAGEMENT AS$33.4M1
256Benchstone Capital Management LP$33.2M1
257MAPLELANE CAPITAL, LLC$33.1M1
258SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$33.1M1
259IFM Investors Pty Ltd$33.1M1
260Retirement Systems of Alabama$33.0M1
261O'SHAUGHNESSY ASSET MANAGEMENT, LLC$32.9M1
262Osmosis Investment Management UK Ltd$32.8M1
263XPONANCE LLC$32.5M1
264Groupe la Francaise$32.5M1
265Calamos Advisors LLC$32.2M1
266CI INVESTMENTS INC.$32.1M1
267Curi Capital, LLC$31.7M1
268ExodusPoint Capital Management, LP$31.4M1
269ZACKS INVESTMENT MANAGEMENT$31.4M1
270J. Safra Sarasin Holding AG$31.2M1
271Crossmark Global Holdings, Inc.$30.8M1
272QRG CAPITAL MANAGEMENT, INC.$30.7M1
273JENNISON ASSOCIATES LLC$30.3M1
274Empowered Funds, LLC$30.3M1
275DUDLEY & SHANLEY, INC.$30.3M1
276Talos Eurisko Asset Management LP$29.8M1
277Andra AP-fonden$29.5M1
278BENJAMIN EDWARDS INC$28.6M1
279USS Investment Management Ltd$27.4M1
280Walleye Capital LLC$27.4M1
281SIH Partners, LLLP$27.2M1
282DAVIDSON INVESTMENT ADVISORS$27.2M1
283PICTON MAHONEY ASSET MANAGEMENT$26.9M1
284NorthCrest Asset Manangement, LLC$26.6M1
285MML INVESTORS SERVICES, LLC$26.4M1
286CONGRESS ASSET MANAGEMENT CO$26.1M1
287Federation des caisses Desjardins du Quebec$25.9M1
288Varenne Capital Partners$25.9M1
289Varma Mutual Pension Insurance Co$25.8M1
290Utah Retirement Systems$25.3M1
291EQUITABLE TRUST CO$25.3M1
292Clearbridge Investments, LLC$25.2M1
293ADAMS DIVERSIFIED EQUITY FUND, INC.$25.1M1
294Wilmington Savings Fund Society, FSB$24.9M1
295CASTLEARK MANAGEMENT LLC$24.8M1
296Prospera Financial Services Inc$24.7M1
297FIDUCIARY TRUST CO$24.4M1
298Phraction Management LLC$24.4M1
299Broderick Brian C$24.1M1
300McGuire Investment Group, LLC$24.0M1
301JGP Wealth Management, LLC$23.9M1
302Northwest & Ethical Investments L.P.$23.8M1
303Vanguard Personalized Indexing Management, LLC$23.8M1
304MERCER GLOBAL ADVISORS INC /ADV$23.8M1
305RENAISSANCE TECHNOLOGIES LLC$23.7M1
306Sumitomo Mitsui DS Asset Management Company, Ltd$23.5M1
307SP Asset Management LLC$23.5M1
308OPPENHEIMER ASSET MANAGEMENT INC.$23.2M1
309DEPRINCE RACE & ZOLLO INC$23.2M1
310NEW YORK LIFE INVESTMENT MANAGEMENT LLC$23.2M1
311Glenview Trust Co$22.8M1
312OP Asset Management Ltd$22.6M1
313Night Squared LP$22.6M1
314NZS Capital, LLC$22.4M1
315Telemark Asset Management, LLC$22.3M1
316ProVise Management Group, LLC$22.2M1
317PRUDENTIAL PLC$21.8M1
318BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$21.5M1
319KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$21.1M1
320Pathstone Holdings, LLC$21.0M1
321Albar Capital Partners LLP$20.9M1
322Wealthfront Advisers LLC$20.7M1
323BALDWIN WEALTH PARTNERS LLC/MA$20.5M1
324ThornTree Capital Partners LP$20.3M1
325Narwhal Capital Management$20.2M1
326Engineers Gate Manager LP$20.0M1
327Connor, Clark & Lunn Investment Management Ltd.$19.9M1
328Railway Pension Investments Ltd$19.8M1
329Schonfeld Strategic Advisors LLC$19.6M1
330Dana Investment Advisors, Inc.$19.5M1
331Atria Investments, Inc$18.8M1
332PROFUND ADVISORS LLC$18.7M1
333CIBC WORLD MARKET INC.$18.6M1
334NOMURA HOLDINGS INC$18.6M1
335IEQ CAPITAL, LLC$18.4M1
336SHELTON CAPITAL MANAGEMENT$18.3M1
337Hennion & Walsh Asset Management, Inc.$18.1M1
338MACQUARIE GROUP LTD$18.0M1
339OREGON PUBLIC EMPLOYEES RETIREMENT FUND$17.8M1
340YOUSIF CAPITAL MANAGEMENT, LLC$17.7M1
341COMMERCE BANK$17.6M1
342Bridgewater Associates, LP$17.5M1
343SOMERVILLE KURT F$17.4M1
344BLAIR WILLIAM & CO/IL$17.4M1
345OMERS ADMINISTRATION Corp$17.4M1
346World Investment Advisors$17.3M1
347Envestnet Portfolio Solutions, Inc.$17.2M1
348ZEVIN ASSET MANAGEMENT LLC$17.1M1
349TCTC Holdings, LLC$17.1M1
350MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$16.8M1
351Kingsview Wealth Management, LLC$16.6M1
352Ardmore Road Asset Management LP$16.5M1
353Mediolanum International Funds Ltd$16.3M1
354GHP Investment Advisors, Inc.$16.3M1
355Temasek Holdings (Private) Ltd$16.3M1
356FIRST CITIZENS BANK & TRUST CO$16.1M1
357Dakota Wealth Management$16.0M1
358Waverly Advisors, LLC$15.8M1
359Intesa Sanpaolo S.p.A.$15.8M1
360JONES FINANCIAL COMPANIES LLLP$15.8M1
361GDS Wealth Management$15.7M1
362MGO ONE SEVEN LLC$15.6M1
363Vinva Investment Management Ltd$15.5M1
364PUZO MICHAEL J$15.4M1
365Paradiem, LLC$15.2M1
366ARGENT CAPITAL MANAGEMENT LLC$15.0M1
367TWO SIGMA INVESTMENTS, LP$14.9M1
368Norinchukin Bank, The$14.8M1
369MONTAG A & ASSOCIATES INC$14.7M1
370Kidder Stephen W$14.4M1
371Aquatic Capital Management LLC$14.2M1
372Richard C. Young & CO., LTD.$14.1M1
373GW HENSSLER & ASSOCIATES LTD$14.1M1
374ASR Vermogensbeheer N.V.$14.0M1
375CWM, LLC$14.0M1
376KESTRA PRIVATE WEALTH SERVICES, LLC$13.8M1
377AE Wealth Management LLC$13.6M1
378BOOTHBAY FUND MANAGEMENT, LLC$13.5M1
379Elo Mutual Pension Insurance Co$13.4M1
380Goelzer Investment Management, Inc.$13.3M1
381Sienna Gestion$13.2M1
382Boston Common Asset Management, LLC$13.2M1
383Pinnacle Financial Partners, Inc.$13.1M1
384Tower Research Capital LLC (TRC)$13.1M1
385Sava Infond d.o.o.$13.0M1
386SIRIOS CAPITAL MANAGEMENT L P$12.9M1
387Avalon Trust Co$12.9M1
388ALLIANZ SE$12.9M1
389Delaney Dennis R$12.9M1
390NIXON PEABODY TRUST CO$12.8M1
391OPPENHEIMER & CO INC$12.8M1
3923G Capital Partners LP$12.7M1
393NAPLES GLOBAL ADVISORS, LLC$12.6M1
394Kesler, Norman & Wride, LLC$12.1M1
395Cyndeo Wealth Partners, LLC$11.9M1
396Investment Management Corp of Ontario$11.9M1
397Y-Intercept (Hong Kong) Ltd$11.8M1
398L. Roy Papp & Associates, LLP$11.7M1
399PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$11.7M1
400Ethic Inc.$11.5M1
401Silverberg Bernstein Capital Management LLC$11.3M1
402Orion Porfolio Solutions, LLC$11.3M1
403Slow Capital, Inc.$11.1M1
404LBP AM SA$10.9M1
405Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$10.8M1
406EDENTREE ASSET MANAGEMENT Ltd$10.8M1
407JANE STREET GROUP, LLC$10.6M1
408SCHMIDT P J INVESTMENT MANAGEMENT INC$10.6M1
409EXCHANGE TRADED CONCEPTS, LLC$10.5M1
410Fisher Funds Management LTD$10.5M1
411GPM Growth Investors, Inc.$10.4M1
412ODDO BHF ASSET MANAGEMENT SAS$10.4M1
413Merit Financial Group, LLC$10.3M1
414Danica Pension, Livsforsikringsaktieselskab$10.2M1
415Genus Capital Management Inc.$10.0M1
416Live Oak Private Wealth LLC$10.0M1
417HARRELL INVESTMENT PARTNERS, LLC$9.9M1
418Concurrent Investment Advisors, LLC$9.8M1
419Bryn Mawr Trust Advisors, LLC$9.8M1
420NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9.7M1
421FengHe Fund Management Pte. Ltd.$9.5M1
422MEEDER ASSET MANAGEMENT INC$9.4M1
423Gibbs Wealth Management$9.4M1
424Woodline Partners LP$9.4M1
425Saraza Management, LP$9.4M1
426MIZUHO SECURITIES USA LLC$9.4M1
427E Fund Management Co., Ltd.$9.3M1
428Metis Global Partners, LLC$9.3M1
429Maytus Capital Management, LLC$9.2M1
430Third View Private Wealth, LLC$9.1M1
431Kestra Advisory Services, LLC$9.1M1
432OAK RIDGE INVESTMENTS LLC$9.1M1
433Weiss Asset Management LP$9.1M1
434Ameritas Investment Partners, Inc.$9.0M1
435Aptus Capital Advisors, LLC$9.0M1
436GLOBALT Investments LLC / GA$8.9M1
437HARTFORD INVESTMENT MANAGEMENT CO$8.9M1
438LMR Partners LLP$8.8M1
439Independent Advisor Alliance$8.7M1
440Baker Ellis Asset Management LLC$8.7M1
441Elefante Mark B$8.6M1
442COLDSTREAM CAPITAL MANAGEMENT INC$8.5M1
443UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.4M1
444MATTERN CAPITAL MANAGEMENT, LLC$8.4M1
445ARS Investment Partners, LLC$8.4M1
446Brevan Howard Capital Management LP$8.3M1
447WELCH & FORBES LLC$8.3M1
448AIA Group Ltd$8.2M1
449Private Wealth Partners, LLC$8.1M1
450Notis-McConarty Edward$8.1M1
451Polar Asset Management Partners Inc.$8.1M1
452ELEVATION POINT WEALTH PARTNERS, LLC$8.0M1
453D.A. DAVIDSON & CO.$8.0M1
454Laird Norton Wetherby Trust Company, LLC$7.9M1
455Maryland State Retirement & Pension System$7.8M1
456Generali Asset Management SPA SGR$7.8M1
457Banque Cantonale Vaudoise$7.8M1
458Hilton Capital Management, LLC$7.6M1
459Dai-ichi Life Insurance Company, Ltd$7.6M1
460Meiji Yasuda Asset Management Co Ltd.$7.6M1
461Vest Financial, LLC$7.5M1
462Global X Japan Co., Ltd.$7.5M1
463KEYBANK NATIONAL ASSOCIATION/OH$7.5M1
464Dempze Nancy E$7.5M1
465EVOKE WEALTH, LLC$7.4M1
466Graham Capital Management, L.P.$7.4M1
467Composition Wealth, LLC$7.4M1
468BRADY FAMILY WEALTH, LLC$7.4M1
469Stonebridge Financial Group, LLC$7.4M1
470Vestmark Advisory Solutions, Inc.$7.4M1
471TOWER BRIDGE ADVISORS$7.3M1
472CHOREO, LLC$7.3M1
473Private Advisor Group, LLC$7.3M1
474LOM Asset Management Ltd$7.3M1
475Huntleigh Advisors, Inc.$7.2M1
476ASSOCIATED BANC-CORP$7.2M1
477Tribune Investment Group LP$7.2M1
478Equitable Holdings, Inc.$7.1M1
479Leelyn Smith, LLC$7.1M1
480SEGALL BRYANT & HAMILL, LLC$7.1M1
481Plato Investment Management Ltd$7.0M1
482LMCG INVESTMENTS, LLC$7.0M1
483PDT Partners, LLC$7.0M1
484SIMPLEX TRADING, LLC$7.0M1
485INTECH INVESTMENT MANAGEMENT LLC$7.0M1
486GLENMEDE TRUST CO NA$6.9M1
487Foster Victor Wealth Advisors, LLC$6.9M1
488Resonant Capital Advisors, LLC$6.8M1
489Granite Investment Partners, LLC$6.8M1
490NFJ INVESTMENT GROUP, LLC$6.8M1
491ABN AMRO INVESTMENT SOLUTIONS$6.7M1
492Oak Thistle LLC$6.7M1
493TRITONPOINT WEALTH, LLC$6.7M1
494Summit Trail Advisors, LLC$6.6M1
495MAI Capital Management$6.6M1
496Siemens Fonds Invest GmbH$6.6M1
497WCG Wealth Advisors LLC$6.5M1
498Axecap Investments, LLC$6.5M1
499Patriot Financial Group Insurance Agency, LLC$6.5M1
500NICHOLAS COMPANY, INC.$6.5M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 10 sell
Congress net ($ bound)−$147K to $35.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ADI

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ADI
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied4 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for ADI · financials and macro

Financials — as filed PLANNED

ADI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ADI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing