Public record / Tickers / CAH

CAH — CARDINAL HEALTH INC

Both disclosure regimes on one name: who in Congress filed about CAH, 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
29
all PTR rows naming CAH
Members · 12m
2
2 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Kelly Loeffler · $100K–$250K

Sale · traded 2020-04-07 → filed 2020-05-01. Ranked over every CAH row by the provable lower bound, never a point estimate.

2 members · 2 buys / 0 sells

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

5 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CAH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CAH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-10-28Marjorie Taylor Greene R–GA-14PurchaseTraded 10-24 +4d$1K–$15K
2025-05-19Marjorie Taylor Greene R–GA-14PurchaseTraded 05-14 +5d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$1K–$15K
2025-05-06Marjorie Taylor Greene R–GA-14PurchaseTraded 05-05 +1d$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 29 ↗

Members active in CAH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CAH 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.
Alan Armstrong R–OK1$1.0K to $15.0K2
Marjorie Taylor Greene R–GA-141$1.0K to $15.0K

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

Congress ↔ notable managers · CAH

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
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $37.4M held

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

Merged timeline of congressional filings and notable-manager moves on CAH
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+10,984 sh
2026-05-15Bridgewater Associates 13Ftrim−101,440 sh
2026-05-14Caxton Associates 13Ftrim−635 sh

4 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 CAH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$6.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.2B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.9B1
4STATE STREET CORP$2.6B1
5GEODE CAPITAL MANAGEMENT, LLC$1.4B1
6MORGAN STANLEY$1.0B1
7WELLINGTON MANAGEMENT GROUP LLP$904M1
8FMR LLC$897M1
9WCM INVESTMENT MANAGEMENT, LLC$827M1
10Invesco Ltd.$742M1
11BANK OF AMERICA CORP /DE/$609M1
12NORTHERN TRUST CORP$590M1
13CITADEL ADVISORS LLC$493M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$491M1
15Legal & General Group Plc$431M1
16AQR CAPITAL MANAGEMENT LLC$332M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$330M1
18AMERIPRISE FINANCIAL INC$325M1
19VICTORY CAPITAL MANAGEMENT INC$293M1
20Bank of New York Mellon Corp$287M1
21VANGUARD FIDUCIARY TRUST CO$283M1
22VOYA INVESTMENT MANAGEMENT LLC$253M1
23DIMENSIONAL FUND ADVISORS LP$249M1
24DEUTSCHE BANK AG\$217M1
25Qube Research & Technologies Ltd$214M1
26Robeco Institutional Asset Management B.V.$214M1
27BARCLAYS PLC$210M1
28ENVESTNET ASSET MANAGEMENT INC$207M1
29ROYAL BANK OF CANADA$201M1
30Man Group plc$198M1
31Amundi$193M1
32Nuveen, LLC$189M1
33CIBC Bancorp USA Inc.$187M1
34UBS Group AG$177M1
35ProShare Advisors LLC$177M1
36FEDERATED HERMES, INC.$168M1
37SEI INVESTMENTS CO$158M1
381832 Asset Management L.P.$157M1
39Janus Henderson Group Ltd.$155M1
40WELLS FARGO & COMPANY/MN$153M1
41RAYMOND JAMES FINANCIAL INC$149M1
42SCHRODER INVESTMENT MANAGEMENT GROUP$148M1
43Swiss National Bank$147M1
44PRUDENTIAL FINANCIAL INC$145M1
45MILLENNIUM MANAGEMENT LLC$144M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$140M1
47NORDEA INVESTMENT MANAGEMENT AB$138M1
48Sumitomo Mitsui Trust Group, Inc.$120M1
49VOLORIDGE INVESTMENT MANAGEMENT, LLC$119M1
50Mitsubishi UFJ Asset Management Co., Ltd.$117M1
51Vanguard Global Advisers, LLC$111M1
52HSBC HOLDINGS PLC$110M1
53FRANKLIN RESOURCES INC$105M1
54LPL Financial LLC$105M1
55National Pension Service$97.2M1
56TWO SIGMA INVESTMENTS, LP$93.0M1
57Point72 Asset Management, L.P.$88.8M1
58NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$88.8M1
59VANGUARD ASSET MANAGEMENT, Ltd$88.3M1
60LAZARD ASSET MANAGEMENT LLC$88.3M1
61Swedbank AB$87.8M1
62ING GROEP NV$87.0M1
63NATIONAL BANK OF CANADA /FI/$85.6M1
64BANK OF NOVA SCOTIA$81.7M1
65Artemis Investment Management LLP$80.8M1
66Retirement Systems of Alabama$79.7M1
67Allianz Asset Management GmbH$79.1M1
68FARALLON CAPITAL MANAGEMENT, L.L.C.$77.8M1
69D. E. Shaw & Co., Inc.$77.2M1
70Zurich Insurance Group Ltd/FI$75.8M1
71RENAISSANCE TECHNOLOGIES LLC$72.9M1
72CITIGROUP INC$71.9M1
73NATIXIS$71.6M1
74Focus Partners Wealth$70.5M1
75Quantinno Capital Management LP$70.4M1
76STOREBRAND ASSET MANAGEMENT AS$70.3M1
77Freestone Grove Partners LP$69.6M1
78Alyeska Investment Group, L.P.$63.6M1
79TD ASSET MANAGEMENT INC$63.5M1
80PRINCIPAL FINANCIAL GROUP INC$61.7M1
81ZACKS INVESTMENT MANAGEMENT$60.8M1
82NOMURA ASSET MANAGEMENT CO LTD$57.9M1
83Integral Health Asset Management, LLC$57.1M1
84ALLIANCEBERNSTEIN L.P.$56.6M1
85Woodline Partners LP$55.9M1
86BRANDES INVESTMENT PARTNERS, LP$54.5M1
87Zurcher Kantonalbank (Zurich Cantonalbank)$53.1M1
88Vest Financial, LLC$52.5M1
89Empyrean Capital Partners, LP$52.4M1
90Ensign Peak Advisors, Inc$51.8M1
91Aberdeen Group plc$50.5M1
92Universal- Beteiligungs- und Servicegesellschaft mbH$48.8M1
93AVIVA PLC$48.6M1
94COOKSON PEIRCE & CO INC$47.9M1
95Korea Investment CORP$47.4M1
96ADAGE CAPITAL PARTNERS GP, L.L.C.$47.1M1
97Holocene Advisors, LP$47.1M1
98BNP Paribas Asset Management Holding S.A.$46.8M1
99STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$45.1M1
100CRAWFORD INVESTMENT COUNSEL INC$44.7M1
101TEACHER RETIREMENT SYSTEM OF TEXAS$44.1M1
102STIFEL FINANCIAL CORP$44.1M1
103PANAGORA ASSET MANAGEMENT INC$44.0M1
104MUFG Securities EMEA plc$43.4M1
105BROWN ADVISORY INC$42.9M1
106CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$42.7M1
107Pictet Asset Management Holding SA$41.3M1
108APG Asset Management N.V.$40.7M1
109FIRST TRUST ADVISORS LP$40.6M1
110Cetera Investment Advisers$40.1M1
111HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$37.6M1
112Gotham Asset Management, LLC$37.4M1
113RENAISSANCE GROUP LLC$36.8M1
114PFA Pension, Forsikringsaktieselskab$36.5M1
115BANK OF MONTREAL /CAN/$36.3M1
116AMF Tjanstepension AB$36.1M1
117MERCER GLOBAL ADVISORS INC /ADV$35.9M1
118LIBERTY ONE INVESTMENT MANAGEMENT, LLC$35.2M1
119ROYAL LONDON ASSET MANAGEMENT LTD$35.2M1
120CANADA PENSION PLAN INVESTMENT BOARD$34.6M1
121AustralianSuper Pty Ltd$34.3M1
122MANUFACTURERS LIFE INSURANCE COMPANY, THE$32.7M1
123Kepler Cheuvreux (Suisse) SA$32.7M1
124NEW YORK STATE COMMON RETIREMENT FUND$32.3M1
125Corient Private Wealth LLC$32.0M1
126STATE OF WISCONSIN INVESTMENT BOARD$31.5M1
127DANSKE BANK A/S$31.3M1
128INTECH INVESTMENT MANAGEMENT LLC$30.9M1
129MACQUARIE GROUP LTD$30.4M1
130BALYASNY ASSET MANAGEMENT L.P.$30.3M1
131Mitsubishi UFJ Trust & Banking Corp$30.1M1
132KLP KAPITALFORVALTNING AS$30.1M1
133AMERICAN CENTURY COMPANIES INC$30.1M1
134WEDGE CAPITAL MANAGEMENT L L P/NC$29.3M1
135O'SHAUGHNESSY ASSET MANAGEMENT, LLC$28.2M1
136COMMERCE BANK$27.7M1
137MANNING & NAPIER ADVISORS LLC$27.3M1
138PICTON MAHONEY ASSET MANAGEMENT$27.3M1
139Capital International Investors$27.2M1
140GFS Advisors, LLC$26.6M1
141COMMONWEALTH EQUITY SERVICES, LLC$26.2M1
142Vanguard Investments Australia, Ltd.$25.1M1
143Livforsakringsbolaget Skandia, Omsesidigt$24.6M1
144Meridiem Capital Partners LP$24.6M1
145Chevy Chase Trust Holdings, LLC$24.5M1
146FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$24.5M1
147Bridgewater Associates, LP$24.3M1
148Ceredex Value Advisors LLC$24.2M1
149LONE PEAK GLOBAL INVESTORS LLC$24.1M1
150Asset Management One Co., Ltd.$24.1M1
151Tidal Investments LLC$23.9M1
152Beck Bode, LLC$23.0M1
153ASSETMARK, INC$22.4M1
154MARTINGALE ASSET MANAGEMENT L P$22.1M1
155TRUIST FINANCIAL CORP$22.0M1
156Stack Financial Management, Inc$21.6M1
157Squarepoint Ops LLC$21.3M1
158Banco Santander, S.A.$21.1M1
159OP Asset Management Ltd$20.9M1
160Baird Financial Group, Inc.$20.8M1
161NISA INVESTMENT ADVISORS, LLC$20.2M1
162Tredje AP-fonden$20.0M1
163Creative Planning$19.8M1
164Distillate Capital Partners LLC$19.8M1
165Resona Asset Management Co.,Ltd.$19.7M1
166OSAIC HOLDINGS, INC.$19.3M1
167Lansforsakringar Fondforvaltning AB (publ)$19.1M1
168Mediolanum International Funds Ltd$19.0M1
169PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$18.8M1
170Voleon Capital Management LP$18.5M1
171Vident Advisory, LLC$18.2M1
172Osmosis Investment Management UK Ltd$18.2M1
173Railway Pension Investments Ltd$18.2M1
174XPONANCE LLC$18.1M1
175First Nebraska Trust Co$18.0M1
176Daiwa Securities Group Inc.$17.3M1
177ODDO BHF ASSET MANAGEMENT SAS$17.0M1
178State of New Jersey Common Pension Fund D$17.0M1
179Allspring Global Investments Holdings, LLC$16.9M1
180YOUSIF CAPITAL MANAGEMENT, LLC$16.8M1
181HighTower Advisors, LLC$16.7M1
182FIFTH THIRD BANCORP$16.5M1
183SEB Asset Management AB$16.5M1
184KWMG, LLC$16.4M1
185CWA Asset Management Group, LLC$16.4M1
186Engineers Gate Manager LP$16.3M1
187Orion Porfolio Solutions, LLC$15.9M1
188Investment Management Corp of Ontario$15.9M1
189BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$15.8M1
190Mariner, LLC$15.0M1
191MML INVESTORS SERVICES, LLC$14.8M1
192FLPUTNAM INVESTMENT MANAGEMENT CO$14.8M1
193Eurizon Capital SGR S.p.A.$14.8M1
194TORONTO DOMINION BANK$14.6M1
195FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$14.6M1
196Vontobel Holding Ltd.$14.0M1
197NAVELLIER & ASSOCIATES INC$14.0M1
198Verition Fund Management LLC$13.9M1
199Arizona State Retirement System$13.6M1
200LEUTHOLD GROUP, LLC$13.6M1
201NOMURA HOLDINGS INC$13.6M1
202Czech National Bank$13.5M1
203CREDIT AGRICOLE S A$13.5M1
204Crossmark Global Holdings, Inc.$13.3M1
205Sanctuary Advisors, LLC$13.3M1
206LBP AM SA$13.0M1
207Swiss Life Asset Management Ltd$12.9M1
208MetLife Investment Management, LLC$12.8M1
209Capital Investment Advisors, LLC$12.7M1
210QRG CAPITAL MANAGEMENT, INC.$12.7M1
211HENNESSY ADVISORS INC$12.7M1
212MACKENZIE FINANCIAL CORP$12.5M1
213CIBC Asset Management Inc$12.3M1
214Wealthfront Advisers LLC$12.3M1
215PARK NATIONAL CORP /OH/$12.2M1
216Freestone Capital Holdings, LLC$12.1M1
217ASR Vermogensbeheer N.V.$12.0M1
218Varma Mutual Pension Insurance Co$11.9M1
219NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.9M1
220Candriam S.C.A.$11.8M1
221Calamos Advisors LLC$11.7M1
222SECTOR GAMMA AS$11.6M1
223COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$11.6M1
224Mirae Asset Global Investments Co., Ltd.$11.6M1
225US BANCORP \DE\$11.2M1
226Cambridge Financial Group, Inc.$11.2M1
227Vinva Investment Management Ltd$11.1M1
228Federation des caisses Desjardins du Quebec$11.0M1
229KMG FIDUCIARY PARTNERS, LLC$11.0M1
230Groupe la Francaise$10.7M1
231DnB Asset Management AS$10.4M1
232SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.4M1
233Empowered Funds, LLC$10.3M1
234Vanguard Personalized Indexing Management, LLC$10.3M1
235LMG Wealth Partners, LLC$10.2M1
236Pinnacle Financial Partners, Inc.$10.2M1
237SCOTIA CAPITAL INC.$10.0M1
238MONEY CONCEPTS CAPITAL CORP$10.0M1
239USS Investment Management Ltd$9.6M1
240New Age Alpha Advisors, LLC$9.6M1
241Elo Mutual Pension Insurance Co$9.3M1
242Dai-ichi Life Insurance Company, Ltd$9.3M1
243Sienna Gestion$9.3M1
244FIRST NATIONAL TRUST CO$9.3M1
245Cerity Partners LLC$9.2M1
246Lido Advisors, LLC$9.1M1
247IFM Investors Pty Ltd$9.1M1
248MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.0M1
249TD Waterhouse Canada Inc.$8.5M1
250FIL Ltd$8.3M1
251DENALI ADVISORS LLC$8.3M1
252Columbus Macro, LLC$8.3M1
253Utah Retirement Systems$8.2M1
254CVFG LLC$8.2M1
255AZZAD ASSET MANAGEMENT INC /ADV$8.1M1
256GHP Investment Advisors, Inc.$8.1M1
257Iowa State Bank$8.1M1
258PUBLIC SECTOR PENSION INVESTMENT BOARD$8.0M1
259DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.9M1
260NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.4M1
261COZAD ASSET MANAGEMENT INC$7.3M1
262Curi Capital, LLC$7.3M1
263Rakuten Investment Management, Inc.$7.2M1
264TRUSTMARK BANK TRUST DEPARTMENT$7.2M1
265NEOS Investment Management LLC$7.2M1
266NewEdge Advisors, LLC$7.2M1
267WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.2M1
268Clark Capital Management Group, Inc.$7.1M1
269Aquatic Capital Management LLC$7.1M1
270CWM, LLC$7.1M1
271CIBC WORLD MARKET INC.$7.1M1
272SKBA CAPITAL MANAGEMENT LLC$7.1M1
273Sumitomo Mitsui DS Asset Management Company, Ltd$7.0M1
274BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.9M1
275Trexquant Investment LP$6.8M1
276PFM Health Sciences, LP$6.7M1
277NISSAY ASSET MANAGEMENT CORP /JAPAN$6.7M1
278Atria Investments, Inc$6.6M1
279BURNEY CO/$6.4M1
280Transamerica Financial Advisors, LLC$6.4M1
281Andra AP-fonden$6.4M1
282Orca Investment Management, LLC$6.0M1
283RITHOLTZ WEALTH MANAGEMENT$6.0M1
284Occidental Asset Management, LLC$5.9M1
285Cinctive Capital Management LP$5.7M1
286Callahan Advisors, LLC$5.7M1
287SHELTON CAPITAL MANAGEMENT$5.7M1
288Rhenman & Partners Asset Management AB$5.7M1
289OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.7M1
290Lombard Odier Asset Management (Switzerland) SA$5.6M1
291CenterBook Partners LP$5.6M1
292GWN SECURITIES INC.$5.6M1
293United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.5M1
294CPC Advisors, LLC$5.5M1
295Pathstone Holdings, LLC$5.5M1
296JAMISON PRIVATE WEALTH MANAGEMENT, INC.$5.5M1
297SIMPLEX TRADING, LLC$5.4M1
298LGT Fund Management Co Ltd.$5.4M1
299KESTRA PRIVATE WEALTH SERVICES, LLC$5.4M1
300MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.3M1
301Oribel Capital Management, LP$5.3M1
302L2 Asset Management, LLC$5.2M1
303Private Advisor Group, LLC$5.2M1
304Jefferies Financial Group Inc.$5.2M1
305EXCHANGE TRADED CONCEPTS, LLC$5.2M1
306M&T BANK CORP$5.1M1
307Te Ahumairangi Investment Management Ltd$5.1M1
308Aware Super Pty Ltd as trustee of Aware Super$5.0M1
309Miller Investment Management, LP$5.0M1
310American Assets Investment Management, LLC$4.9M1
311Illinois Municipal Retirement Fund$4.9M1
312GUGGENHEIM CAPITAL LLC$4.9M1
313OMERS ADMINISTRATION Corp$4.8M1
314Financial Advisors Network, Inc.$4.8M1
315Procyon Advisors, LLC$4.8M1
316Atle Fund Management AB$4.8M1
317Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$4.7M1
318GROUP ONE TRADING LLC$4.7M1
319Ironwood Investment Counsel, LLC$4.6M1
320UniSuper Management Pty Ltd$4.6M1
321Kinloch Capital, LLC$4.5M1
322Convergence Investment Partners, LLC$4.5M1
323Cresset Asset Management, LLC$4.4M1
324GREAT LAKES ADVISORS, LLC$4.4M1
325Ranch Capital Advisors Inc.$4.4M1
326Caprock Group, LLC$4.4M1
327KEYBANK NATIONAL ASSOCIATION/OH$4.4M1
328Quantbot Technologies LP$4.4M1
329Bleakley Financial Group, LLC$4.4M1
330OAK ASSOCIATES LTD /OH/$4.3M1
331Abacus FCF Advisors LLC$4.3M1
332Ameritas Investment Partners, Inc.$4.2M1
333FORTEM FINANCIAL GROUP, LLC$4.1M1
334Catalyst Capital Advisors LLC$4.1M1
335Monument Capital Management$4.1M1
336Paralel Advisors LLC$4.1M1
337Great Diamond Partners, LLC$4.1M1
338Bank of New Hampshire$4.1M1
339AXXCESS WEALTH MANAGEMENT, LLC$3.9M1
340IEQ CAPITAL, LLC$3.9M1
341Independent Advisor Alliance$3.9M1
342JANE STREET GROUP, LLC$3.9M1
343CAISSE DES DEPOTS ET CONSIGNATIONS$3.9M1
344Prospera Financial Services Inc$3.9M1
345Rafferty Asset Management, LLC$3.8M1
346Kestra Advisory Services, LLC$3.7M1
347Rockefeller Capital Management L.P.$3.7M1
348U.S. Capital Wealth Advisors, LLC$3.6M1
349Cornerstone Select Advisors, LLC$3.6M1
350Delta Accumulation, LLC$3.6M1
351Bank Julius Baer & Co. Ltd, Zurich$3.6M1
352Sterling Investment Advisors, Ltd.$3.5M1
353COLDSTREAM CAPITAL MANAGEMENT INC$3.4M1
354KCM INVESTMENT ADVISORS LLC$3.4M1
355Bridgewater Advisors Inc.$3.4M1
356AIA Group Ltd$3.4M1
357Forza Wealth Management, LLC$3.4M1
358BARTLETT & CO. WEALTH MANAGEMENT LLC$3.3M1
359Axecap Investments, LLC$3.3M1
360&PARTNERS$3.3M1
361FLORIDA FINANCIAL ADVISORS, LLC$3.2M1
362MEYER HANDELMAN CO$3.2M1
363Covenant Asset Management, LLC$3.1M1
364Capital International, Inc./CA/$3.1M1
365Norinchukin Bank, The$3.1M1
366Sowell Financial Services LLC$3.0M1
367Brevan Howard Capital Management LP$3.0M1
368DAVENPORT & Co LLC$3.0M1
369MIZUHO SECURITIES USA LLC$3.0M1
370Steward Partners Investment Advisory, LLC$3.0M1
371Insight Wealth Strategies, LLC$3.0M1
372Brookstone Capital Management$2.9M1
373Sequoia Financial Advisors, LLC$2.9M1
374BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.9M1
375Savant Capital, LLC$2.9M1
376HARTFORD INVESTMENT MANAGEMENT CO$2.8M1
377Global X Japan Co., Ltd.$2.8M1
378Advisors Asset Management, Inc.$2.8M1
379CFS Investment Advisory Services, LLC$2.8M1
380KORNITZER CAPITAL MANAGEMENT INC /KS$2.8M1
381WESTFIELD CAPITAL MANAGEMENT CO LP$2.8M1
382Banque Cantonale Vaudoise$2.7M1
383Meiji Yasuda Asset Management Co Ltd.$2.7M1
384Spire Wealth Management$2.7M1
385ABN AMRO INVESTMENT SOLUTIONS$2.7M1
386Geneos Wealth Management Inc.$2.7M1
387B. Metzler seel. Sohn & Co. AG$2.7M1
388Verdence Capital Advisors LLC$2.6M1
389BAILARD, INC.$2.6M1
390HB Wealth Management, LLC$2.6M1
391Ethic Inc.$2.6M1
392HOHIMER WEALTH MANAGEMENT, LLC$2.6M1
393GATEWAY INVESTMENT ADVISERS LLC$2.6M1
394Merit Financial Group, LLC$2.6M1
395Lighthouse Investment Partners, LLC$2.6M1
396Summit Trail Advisors, LLC$2.6M1
397ALKEME WEALTH, LLC$2.6M1
398Concurrent Investment Advisors, LLC$2.5M1
399DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.5M1
400Maryland State Retirement & Pension System$2.5M1
401Hennion & Walsh Asset Management, Inc.$2.5M1
402Assenagon Asset Management S.A.$2.5M1
403Murphy Pohlad Asset Management LLC$2.5M1
404Machina Capital S.A.S.$2.5M1
405VEGA INVESTMENT SOLUTIONS$2.5M1
406PDT Partners, LLC$2.5M1
407Ascent Wealth Partners, LLC$2.4M1
408ABN AMRO Bank N.V.$2.4M1
409OLD NATIONAL BANCORP /IN/$2.4M1
410Sterling Investment Counsel, LLC$2.4M1
411Metis Global Partners, LLC$2.4M1
412ROMANO BROTHERS AND COMPANY$2.4M1
413BLAIR WILLIAM & CO/IL$2.3M1
414Callan Family Office, LLC$2.3M1
415Sigma Planning Corp$2.3M1
416J.W. COLE ADVISORS, INC.$2.3M1
417AG2R LA MONDIALE GESTION D'ACTIFS$2.2M1
418Envestnet Portfolio Solutions, Inc.$2.2M1
419E. Ohman J:or Asset Management AB$2.2M1
420MGO ONE SEVEN LLC$2.2M1
421Arjuna Capital$2.2M1
42244 WEALTH MANAGEMENT LLC$2.2M1
423J. Safra Sarasin Holding AG$2.1M1
424Mirador Capital Partners LP$2.1M1
425LEAVELL INVESTMENT MANAGEMENT, INC.$2.1M1
426Truvestments Capital LLC$2.1M1
427Bellwether Advisors, LLC$2.1M1
428GeoWealth Management, LLC$2.1M1
429Legacy Capital Group California, Inc.$2.1M1
430Schonfeld Strategic Advisors LLC$2.1M1
431INCEPTIONR LLC$2.1M1
432Aaron Wealth Advisors LLC$2.1M1
433GLENMEDE TRUST CO NA$2.1M1
434Larson Financial Group LLC$2.1M1
435TOKIO MARINE ASSET MANAGEMENT CO LTD$2.0M1
436NAPLES GLOBAL ADVISORS, LLC$2.0M1
437WESTPAC BANKING CORP$2.0M1
438Strengthening Families & Communities, LLC$1.9M1
439Goelzer Investment Management, Inc.$1.9M1
440AE Wealth Management LLC$1.9M1
441XTX Topco Ltd$1.9M1
442Integrated Quantitative Investments LLC$1.9M1
443EVERETT HARRIS & CO /CA/$1.9M1
444WINTON GROUP Ltd$1.9M1
445Confluence Wealth Services, Inc.$1.9M1
446G&S Capital LLC$1.9M1
447VestGen Advisors, LLC$1.9M1
448Saudi Central Bank$1.9M1
449Equitable Holdings, Inc.$1.9M1
450Empirical Finance, LLC$1.8M1
451PRINCIPAL SECURITIES, INC.$1.8M1
452World Investment Advisors$1.8M1
453Azimuth Capital Investment Management LLC$1.8M1
454Kestra Investment Management, LLC$1.8M1
455BYRNE FINANCIAL FREEDOM, LLC$1.8M1
456Vise Technologies, Inc.$1.8M1
457Beacon Pointe Advisors, LLC$1.8M1
458Snowden Capital Advisors LLC$1.8M1
459Laird Norton Wetherby Trust Company, LLC$1.8M1
460HIGHLAND CAPITAL MANAGEMENT, LLC$1.8M1
461HANCOCK WHITNEY CORP$1.8M1
462Taproot Management LP$1.7M1
463Plato Investment Management Ltd$1.7M1
464VestGen Investment Management$1.7M1
465Diversified Trust Co$1.7M1
466MAI Capital Management$1.7M1
467EP Wealth Advisors, LLC$1.7M1
468Murphy, Middleton, Hinkle & Parker, Inc.$1.7M1
469Harold Davidson & Associates Inc.$1.6M1
470BENJAMIN EDWARDS INC$1.6M1
471FIDELIS CAPITAL PARTNERS, LLC$1.6M1
472Resonant Capital Advisors, LLC$1.6M1
473Vestmark Advisory Solutions, Inc.$1.6M1
474Redhawk Wealth Advisors, Inc.$1.6M1
475UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.6M1
476Trail Ridge Investment Advisors, LLC$1.6M1
477NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
478Stratos Wealth Partners, LTD.$1.6M1
479AXQ CAPITAL, LP$1.6M1
480INDEPENDENT FINANCIAL GROUP, LLC$1.6M1
481GRIMES & Co WEALTH MANAGEMENT, LLC$1.6M1
482Buckley Wealth Management, LLC$1.6M1
483D.A. DAVIDSON & CO.$1.6M1
484CHOREO, LLC$1.6M1
485SOUTHEASTERN ASSET MANAGEMENT INC/TN/$1.6M1
486Nippon Life Global Investors Americas, Inc.$1.5M1
487PDS Planning, Inc$1.5M1
488Westover Capital Advisors, LLC$1.5M1
489FULLER & THALER ASSET MANAGEMENT, INC.$1.5M1
490Tower Research Capital LLC (TRC)$1.5M1
491Walleye Trading LLC$1.5M1
492North Dakota State Investment Board$1.5M1
493Hillsdale Investment Management Inc.$1.4M1
494Accurate Wealth Management, LLC$1.4M1
495Impact Partnership Wealth, LLC$1.4M1
496Inscription Capital, LLC$1.4M1
497Advisor OS, LLC$1.4M1
498JSF Financial, LLC$1.4M1
499Edgestream Partners, L.P.$1.4M1
500Focus Partners Advisor Solutions, LLC$1.4M1
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)2 buy / 0 sell
Congress net ($ bound)$2.0K to $30.0K
Filers net (actions)not in build
Filers net ($ 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 CAH

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CAH
KindRuleHits
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 CAH · financials and macro

Financials — as filed PLANNED

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