Public record / Tickers / GIS

GIS — GENERAL MILLS INC

Both disclosure regimes on one name: who in Congress filed about GIS, 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
109
all PTR rows naming GIS
Members · 12m
2
3 buys · 1 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

Tina Smith · $100K–$250K

Sale · traded 2025-02-11 → filed 2025-03-19. Ranked over every GIS row by the provable lower bound, never a point estimate.

2 members · 3 buys / 1 sells

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

23 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

14 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. 14 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING GIS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning GIS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 06-16 +16d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 02-10 +27d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-19 +24d$1K–$15K
2025-09-17Dan Newhouse R–WA-4Purchase · SP (spouse-owned)Traded 08-18 +30d$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 109 ↗

Members active in GIS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing GIS 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.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · GIS

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

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

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

Merged timeline of congressional filings and notable-manager moves on GIS
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fnew+416,197 sh
2026-05-15Bridgewater Associates 13Fnew+81,703 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 GIS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.3B1
3STATE STREET CORP$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$600M1
6GEODE CAPITAL MANAGEMENT, LLC$586M1
7AQR CAPITAL MANAGEMENT LLC$483M1
8MORGAN STANLEY$406M1
9NORDEA INVESTMENT MANAGEMENT AB$390M1
10Invesco Ltd.$381M1
11UBS Group AG$356M1
12WELLINGTON MANAGEMENT GROUP LLP$276M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$267M1
14DIMENSIONAL FUND ADVISORS LP$248M1
15NORTHERN TRUST CORP$223M1
16DIAMOND HILL CAPITAL MANAGEMENT INC$178M1
17ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$156M1
18Capital World Investors$152M1
19BANK OF AMERICA CORP /DE/$151M1
20Legal & General Group Plc$138M1
21Bank of New York Mellon Corp$135M1
22FIRST TRUST ADVISORS LP$134M1
23DEUTSCHE BANK AG\$117M1
24TWO SIGMA INVESTMENTS, LP$114M1
25VANGUARD FIDUCIARY TRUST CO$112M1
26HighTower Advisors, LLC$109M1
27Amundi$108M1
28ROYAL BANK OF CANADA$99.3M1
29MILLENNIUM MANAGEMENT LLC$88.5M1
30WELLS FARGO & COMPANY/MN$88.2M1
31AMERIPRISE FINANCIAL INC$66.7M1
32Ilex Capital Partners (UK) LLP$65.7M1
33PRUDENTIAL FINANCIAL INC$65.6M1
34US BANCORP \DE\$62.5M1
35Swedbank AB$61.1M1
36Robeco Institutional Asset Management B.V.$60.9M1
37INTEGRITY ALLIANCE, LLC.$60.5M1
38Swiss National Bank$58.3M1
39MASSACHUSETTS FINANCIAL SERVICES CO /MA/$57.7M1
40Nuveen, LLC$56.7M1
41Compagnie Lombard Odier SCmA$56.6M1
42BARCLAYS PLC$56.1M1
43Sumitomo Mitsui Trust Group, Inc.$54.2M1
44HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$51.7M1
45CITADEL ADVISORS LLC$49.3M1
46BANK OF MONTREAL /CAN/$47.2M1
47National Pension Service$46.8M1
48Mitsubishi UFJ Asset Management Co., Ltd.$46.2M1
49HSBC HOLDINGS PLC$44.9M1
50AVIVA PLC$43.9M1
51Vanguard Global Advisers, LLC$43.5M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$43.2M1
53FMR LLC$42.9M1
54Eurizon Capital SGR S.p.A.$42.7M1
55VANGUARD ASSET MANAGEMENT, Ltd$40.8M1
56RAYMOND JAMES FINANCIAL INC$37.3M1
57CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$36.6M1
58FEDERATED HERMES, INC.$35.1M1
59STOREBRAND ASSET MANAGEMENT AS$35.0M1
60STIFEL FINANCIAL CORP$34.8M1
61CITIGROUP INC$34.3M1
62VOLORIDGE INVESTMENT MANAGEMENT, LLC$31.8M1
63LPL Financial LLC$31.4M1
64KLP KAPITALFORVALTNING AS$29.8M1
65SUSQUEHANNA INTERNATIONAL GROUP, LLP$29.5M1
66ASSETMARK, INC$28.9M1
67Lansforsakringar Fondforvaltning AB (publ)$27.9M1
68FRANKLIN RESOURCES INC$27.3M1
69ALLIANCEBERNSTEIN L.P.$26.0M1
70ALPS ADVISORS INC$25.2M1
71PRINCIPAL FINANCIAL GROUP INC$25.1M1
72EDMOND DE ROTHSCHILD HOLDING S.A.$24.2M1
73Aberdeen Group plc$24.0M1
74Mitsubishi UFJ Trust & Banking Corp$23.7M1
75CAPITAL ADVISORS INC/OK$21.4M1
76ENVESTNET ASSET MANAGEMENT INC$21.3M1
77Grantham, Mayo, Van Otterloo & Co. LLC$20.9M1
78Cerity Partners LLC$20.9M1
79ADVOCATE GROUP LLC$20.4M1
80Mariner, LLC$20.1M1
81Focus Partners Wealth$20.1M1
82BNP Paribas Asset Management Holding S.A.$19.9M1
83VICTORY CAPITAL MANAGEMENT INC$19.9M1
84O'SHAUGHNESSY ASSET MANAGEMENT, LLC$19.8M1
85FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$19.8M1
86CWM, LLC$19.6M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$19.0M1
88Mirae Asset Global Investments Co., Ltd.$18.2M1
89CANADA PENSION PLAN INVESTMENT BOARD$18.1M1
90TD ASSET MANAGEMENT INC$17.7M1
91COMMONWEALTH EQUITY SERVICES, LLC$17.1M1
92BERKSHIRE ASSET MANAGEMENT LLC/PA$15.8M1
93Assenagon Asset Management S.A.$15.5M1
94Gotham Asset Management, LLC$15.5M1
95MERCER GLOBAL ADVISORS INC /ADV$15.3M1
96OLD NATIONAL BANCORP /IN/$15.0M1
97Wealthfront Advisers LLC$14.5M1
98STATE OF WISCONSIN INVESTMENT BOARD$14.4M1
99APG Asset Management N.V.$14.4M1
100NEW YORK STATE COMMON RETIREMENT FUND$14.4M1
101KORNITZER CAPITAL MANAGEMENT INC /KS$14.4M1
102Ensign Peak Advisors, Inc$14.0M1
103Trexquant Investment LP$13.6M1
104DANSKE BANK A/S$13.1M1
105Creative Planning$13.0M1
106MACKENZIE FINANCIAL CORP$13.0M1
107Asset Management One Co., Ltd.$12.8M1
108ADAGE CAPITAL PARTNERS GP, L.L.C.$12.7M1
109Cetera Investment Advisers$12.5M1
110Philip James Wealth Mangement, LLC$12.5M1
111WORLDQUANT MILLENNIUM ADVISORS LLC$12.4M1
112United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$12.4M1
113TRUIST FINANCIAL CORP$12.0M1
114PRUDENTIAL PLC$11.4M1
115Varma Mutual Pension Insurance Co$11.3M1
116Pictet Asset Management Holding SA$11.1M1
117MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.9M1
118Advisors Capital Management, LLC$10.4M1
119CIBC Asset Management Inc$10.3M1
120CREDIT AGRICOLE S A$10.3M1
121Vanguard Investments Australia, Ltd.$10.0M1
122Chevy Chase Trust Holdings, LLC$9.9M1
123Zurcher Kantonalbank (Zurich Cantonalbank)$9.8M1
124NATIONAL BANK OF CANADA /FI/$9.7M1
125Moran Wealth Management, LLC$9.6M1
126Resona Asset Management Co.,Ltd.$9.5M1
127ROYAL LONDON ASSET MANAGEMENT LTD$9.5M1
128Cardinal Capital Management$9.3M1
129MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.0M1
130Brookstone Capital Management$8.8M1
131OCCUDO QUANTITATIVE STRATEGIES LP$8.8M1
132NOMURA ASSET MANAGEMENT CO LTD$8.7M1
133OSAIC HOLDINGS, INC.$8.6M1
134SEI INVESTMENTS CO$8.6M1
135FIFTH THIRD BANCORP$8.2M1
136Quantinno Capital Management LP$8.0M1
137IMC-Chicago, LLC$7.9M1
138Empowered Funds, LLC$7.8M1
139Pinnacle Financial Partners, Inc.$7.8M1
140ROCKLAND TRUST CO$7.8M1
141NATIXIS$7.7M1
142Rodgers Brothers Inc.$7.6M1
143QRG CAPITAL MANAGEMENT, INC.$7.4M1
144CIBC Bancorp USA Inc.$7.0M1
145M&T BANK CORP$6.9M1
146BANK OF NOVA SCOTIA$6.9M1
147AMERICAN CENTURY COMPANIES INC$6.7M1
148Fluent Financial, LLC$6.7M1
149Empower Advisory Group, LLC$6.6M1
150MML INVESTORS SERVICES, LLC$6.5M1
151Swiss Life Asset Management Ltd$6.5M1
152NISA INVESTMENT ADVISORS, LLC$6.3M1
153GUGGENHEIM CAPITAL LLC$6.2M1
154Kingsview Wealth Management, LLC$6.1M1
155State of New Jersey Common Pension Fund D$6.1M1
156DnB Asset Management AS$6.1M1
157Mountain Hill Investment Partners Corp.$6.1M1
158Employees Provident Fund Board$6.0M1
159Calamos Advisors LLC$5.8M1
160WATERS PARKERSON & CO., LLC$5.8M1
161PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.8M1
162Ethic Inc.$5.8M1
163Man Group plc$5.7M1
164Biondo Investment Advisors, LLC$5.6M1
165Czech National Bank$5.4M1
166Arizona State Retirement System$5.4M1
167Dai-ichi Life Insurance Company, Ltd$5.3M1
168Tredje AP-fonden$5.3M1
169Bell Bank$5.3M1
170Mutual Advisors, LLC$5.3M1
171STATE OF MICHIGAN RETIREMENT SYSTEM$5.2M1
172Leonteq Securities AG$4.9M1
173KEYBANK NATIONAL ASSOCIATION/OH$4.9M1
174Capital Management Associates, Inc$4.9M1
175Connor, Clark & Lunn Investment Management Ltd.$4.9M1
176Allianz Asset Management GmbH$4.8M1
177MetLife Investment Management, LLC$4.6M1
178COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.6M1
179AustralianSuper Pty Ltd$4.6M1
180NewEdge Advisors, LLC$4.6M1
181Vontobel Holding Ltd.$4.4M1
182Kestra Advisory Services, LLC$4.4M1
183Owlhouse Capital LP$4.3M1
184SEB Asset Management AB$4.3M1
185Blue Trust, Inc.$4.3M1
186Advisors Asset Management, Inc.$4.2M1
187Retirement Systems of Alabama$4.2M1
188Candriam S.C.A.$4.2M1
189Sumitomo Mitsui DS Asset Management Company, Ltd$4.2M1
190VOYA INVESTMENT MANAGEMENT LLC$4.1M1
191BONTEMPO OHLY CAPITAL MGMT LLC$4.1M1
192Accredited Investors Inc.$4.1M1
193Jain Global LLC$4.0M1
194ProShare Advisors LLC$4.0M1
195COMMERCE BANK$4.0M1
196BLAIR WILLIAM & CO/IL$4.0M1
197IFM Investors Pty Ltd$3.9M1
198Groupe la Francaise$3.9M1
199Corient Private Wealth LLC$3.9M1
200MONTGOMERY INVESTMENT MANAGEMENT INC$3.8M1
201XPONANCE LLC$3.8M1
202INTECH INVESTMENT MANAGEMENT LLC$3.8M1
203Kintegral Advisory, LLC$3.7M1
204Thrive Capital Management, LLC$3.7M1
205NEOS Investment Management LLC$3.7M1
206MAIRS & POWER INC$3.6M1
207USS Investment Management Ltd$3.6M1
208Peregrine Asset Advisers, Inc.$3.5M1
209Choate Investment Advisors$3.5M1
210JB Capital LLC$3.4M1
211Walleye Capital LLC$3.4M1
212Daiwa Securities Group Inc.$3.4M1
213Janus Henderson Group Ltd.$3.4M1
214CLIFFORD SWAN INVESTMENT COUNSEL LLC$3.4M1
215Waverly Advisors, LLC$3.3M1
216ASR Vermogensbeheer N.V.$3.3M1
217Elo Mutual Pension Insurance Co$3.3M1
218Y-Intercept (Hong Kong) Ltd$3.3M1
219Snowden Capital Advisors LLC$3.3M1
220STEPHENS INC /AR/$3.2M1
221Utah Retirement Systems$3.2M1
222ALPINE WOODS CAPITAL INVESTORS, LLC$3.2M1
223Fisher Asset Management, LLC$3.2M1
224PUBLIC SECTOR PENSION INVESTMENT BOARD$3.2M1
225DJE Kapital AG$3.2M1
226SCHRODER INVESTMENT MANAGEMENT GROUP$3.2M1
227Morningstar Investment Management LLC$3.2M1
228Tidal Investments LLC$3.1M1
229Stamos Capital Partners, L.P.$3.1M1
230Equitable Holdings, Inc.$3.1M1
231Bridgewater Associates, LP$3.0M1
232Palouse Capital Management, Inc.$3.0M1
233AGF MANAGEMENT LTD$3.0M1
234YOUSIF CAPITAL MANAGEMENT, LLC$3.0M1
235Sanctuary Advisors, LLC$3.0M1
236MEYER HANDELMAN CO$3.0M1
237Vanguard Personalized Indexing Management, LLC$3.0M1
238NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.9M1
239Rakuten Investment Management, Inc.$2.9M1
240Sowell Financial Services LLC$2.9M1
241CAPSTONE INVESTMENT ADVISORS, LLC$2.9M1
242Private Advisor Group, LLC$2.9M1
243Rockefeller Capital Management L.P.$2.8M1
244BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.7M1
245Value Partners Investments Inc.$2.7M1
246D.A. DAVIDSON & CO.$2.7M1
247WESTPAC BANKING CORP$2.7M1
248Federation des caisses Desjardins du Quebec$2.7M1
249OneDigital Investment Advisors LLC$2.7M1
250OPPENHEIMER & CO INC$2.7M1
251WELCH & FORBES LLC$2.6M1
252NISSAY ASSET MANAGEMENT CORP /JAPAN$2.6M1
253Cresset Asset Management, LLC$2.5M1
254&PARTNERS$2.5M1
255Ascent Group, LLC$2.5M1
256GLENMEDE TRUST CO NA$2.4M1
257Edgemoor Investment Advisors, Inc.$2.4M1
258HUSSMAN STRATEGIC ADVISORS, INC.$2.3M1
259Merit Financial Group, LLC$2.3M1
260Independent Advisor Alliance$2.3M1
261BENJAMIN EDWARDS INC$2.3M1
262Palisade Asset Management, LLC$2.3M1
263WBI INVESTMENTS, LLC$2.3M1
264Providence Capital Advisors, LLC$2.3M1
265OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
266ABN AMRO INVESTMENT SOLUTIONS$2.3M1
267PRIVATE MANAGEMENT GROUP INC$2.2M1
268Investmark Advisory Group LLC$2.2M1
269Sigma Planning Corp$2.2M1
270HF Advisory Group, LLC$2.2M1
271MAI Capital Management$2.2M1
272Aquatic Capital Management LLC$2.2M1
273AE Wealth Management LLC$2.2M1
274MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$2.2M1
275Generali Asset Management SPA SGR$2.2M1
276FARMERS & MERCHANTS INVESTMENTS INC$2.1M1
277Leelyn Smith, LLC$2.1M1
278MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.1M1
279Baird Financial Group, Inc.$2.1M1
280UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.1M1
281Avanza Fonder AB$2.1M1
282Pathstone Holdings, LLC$2.1M1
283Sky Investment Group LLC$2.0M1
284OP Asset Management Ltd$2.0M1
285NorthRock Partners, LLC$2.0M1
286Korea Investment CORP$2.0M1
287REGIONS FINANCIAL CORP$2.0M1
288GROUP ONE TRADING LLC$2.0M1
289FOUNDATIONS INVESTMENT ADVISORS, LLC$1.9M1
290Northwest & Ethical Investments L.P.$1.9M1
291CENTRAL TRUST Co$1.9M1
292Midwest Trust Co$1.9M1
293Leo Wealth, LLC$1.9M1
294NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9M1
295Delta Global Management LP$1.8M1
296Measured Risk Portfolios, Inc.$1.8M1
297Columbia Bank$1.8M1
298MOTCO$1.8M1
299Vise Technologies, Inc.$1.8M1
300LAZARD ASSET MANAGEMENT LLC$1.8M1
301HB Wealth Management, LLC$1.8M1
302SEGALL BRYANT & HAMILL, LLC$1.8M1
303Investment Management Corp of Ontario$1.7M1
304Manske Wealth Management$1.7M1
305PANAGORA ASSET MANAGEMENT INC$1.7M1
306Portfolio Design Labs, LLC$1.6M1
307ALKEME WEALTH, LLC$1.6M1
308PEAK6 LLC$1.6M1
309Metis Global Partners, LLC$1.5M1
310Summit Trail Advisors, LLC$1.5M1
311Cypress Capital, LLC$1.5M1
312MACQUARIE GROUP LTD$1.5M1
313Echo Wealth Management, LLC$1.5M1
314PRINCIPAL SECURITIES, INC.$1.5M1
315QUADRANT CAPITAL GROUP LLC$1.4M1
316ONTARIO TEACHERS PENSION PLAN BOARD$1.4M1
317PARSONS CAPITAL MANAGEMENT INC/RI$1.4M1
318CMH Wealth Management LLC$1.4M1
319Sound View Wealth Advisors Group, LLC$1.4M1
320Moors & Cabot, Inc.$1.3M1
321Alphadyne Asset Management LP$1.3M1
322Financial Solutions Advisory Group, Inc.$1.3M1
323ProVise Management Group, LLC$1.3M1
3241834 INVESTMENT ADVISORS CO$1.3M1
325GREENWOOD CAPITAL ASSOCIATES LLC$1.3M1
326Lido Advisors, LLC$1.3M1
327Intellectus Partners, LLC$1.3M1
328Odyssean, LLC$1.3M1
329Allworth Financial LP$1.2M1
330Jefferies Financial Group Inc.$1.2M1
331Cornerstone Wealth Management, LLC$1.2M1
332FLPUTNAM INVESTMENT MANAGEMENT CO$1.2M1
333MIZUHO SECURITIES USA LLC$1.2M1
334Rafferty Asset Management, LLC$1.2M1
335EXCHANGE TRADED CONCEPTS, LLC$1.2M1
336AG2R LA MONDIALE GESTION D'ACTIFS$1.2M1
337Walleye Trading LLC$1.2M1
338Belpointe Asset Management LLC$1.2M1
339NEW ENGLAND ASSET MANAGEMENT INC$1.2M1
340CEERA INVESTMENTS, LLC$1.1M1
341Brevan Howard Capital Management LP$1.1M1
342HARTFORD INVESTMENT MANAGEMENT CO$1.1M1
343HORIZON KINETICS ASSET MANAGEMENT LLC$1.1M1
344Laird Norton Wetherby Trust Company, LLC$1.1M1
345Ausdal Financial Partners, Inc.$1.1M1
346Norinchukin Bank, The$1.1M1
347NAPLES GLOBAL ADVISORS, LLC$1.1M1
348KENNEDY INVESTMENT GROUP, INC.$1.1M1
349Concurrent Investment Advisors, LLC$1.1M1
350FIDUCIARY TRUST CO$1.1M1
351XML Financial, LLC$1.0M1
352RWA WEALTH PARTNERS, LLC$1.0M1
353CIBC WORLD MARKET INC.$1.0M1
354Steward Partners Investment Advisory, LLC$1.0M1
355Zurich Insurance Group Ltd/FI$1.0M1
356ICW Investment Advisors LLC$995K1
357Old North State Wealth Management, LLC$987K1
358Savant Capital, LLC$975K1
359Sequoia Financial Advisors, LLC$974K1
360OMERS ADMINISTRATION Corp$972K1
361ALERUS FINANCIAL NA$962K1
362Maryland State Retirement & Pension System$959K1
363Chicago Partners Investment Group LLC$950K1
364Volterra Technologies LP$929K1
365TOKIO MARINE ASSET MANAGEMENT CO LTD$924K1
366Pingora Partners LLC$923K1
367Beacon Pointe Advisors, LLC$919K1
368Summit Financial, LLC$912K1
369Baader Bank Aktiengesellschaft$900K1
370Aptus Capital Advisors, LLC$883K1
371TOTH FINANCIAL ADVISORY CORP$880K1
372Jacobi Capital Management LLC$872K1
373SummitTX Capital, L.P.$861K1
374TRUST CO OF TOLEDO NA /OH/$859K1
375FIRST MANHATTAN CO. LLC.$843K1
376Allspring Global Investments Holdings, LLC$839K1
377ASSOCIATED BANC-CORP$835K1
378HM PAYSON & CO$830K1
379Wilmington Savings Fund Society, FSB$827K1
380Encompass More Asset Management$825K1
381EXCALIBUR MANAGEMENT CORP$819K1
382MUFG Securities EMEA plc$817K1
383Murphy Pohlad Asset Management LLC$809K1
384Sovereign Financial Group, Inc.$805K1
385UMB Bank, n.a.$802K1
386Orion Porfolio Solutions, LLC$802K1
387626 Financial, LLC$799K1
388BRADLEY FOSTER & SARGENT INC/CT$782K1
389Ironwood Investment Counsel, LLC$781K1
390Chesley Taft & Associates LLC$781K1
391Verdence Capital Advisors LLC$779K1
392Capstone Financial Advisors, Inc.$779K1
393WADDELL & ASSOCIATES, LLC$775K1
394Massachusetts Wealth Management$771K1
395Krilogy Financial LLC$771K1
396Vident Advisory, LLC$771K1
397Osmosis Investment Management UK Ltd$766K1
398AIGEN INVESTMENT MANAGEMENT, LP$764K1
399Forza Wealth Management, LLC$762K1
400FIL Ltd$755K1
401INCEPTIONR LLC$754K1
402AlphaCore Capital LLC$752K1
403Twin Tree Management, LP$744K1
404Plato Investment Management Ltd$742K1
405Empirical Finance, LLC$735K1
406CHOREO, LLC$734K1
407Saudi Central Bank$733K1
408BEACON INVESTMENT ADVISORS LLC$732K1
409NOMURA HOLDINGS INC$730K1
410Everest Financial Group LLC$730K1
411J. Safra Sarasin Holding AG$730K1
412WINNACLE WEALTH LLC$729K1
413Brindle & Bay Financial Advisors, LLC$728K1
414EXENCIAL WEALTH ADVISORS, LLC$728K1
415Western Wealth Management, LLC$720K1
416Sandhill Capital Partners LLC$713K1
417GREAT VALLEY ADVISOR GROUP, INC.$710K1
418Walser Wealth Management Company, A Ltd Liability Co$700K1
419World Investment Advisors$695K1
420Bragg Financial Advisors, Inc$692K1
421Wealthspire Advisors, LLC$690K1
422DIVERSIFY WEALTH MANAGEMENT, LLC$689K1
423JANE STREET GROUP, LLC$688K1
424Sterling Capital Management LLC$680K1
425Bull Harbor Capital LLC$678K1
426E. Ohman J:or Asset Management AB$677K1
427CHIRON CAPITAL MANAGEMENT, LLC$674K1
428Huntleigh Advisors, Inc.$670K1
429JENSEN INVESTMENT MANAGEMENT INC$664K1
430MGO ONE SEVEN LLC$660K1
431Meeder Advisory Services, Inc.$659K1
432EASTERN BANK$655K1
433WINCAP FINANCIAL LLC$654K1
434Widmann Financial Services, Inc.$653K1
435MADDEN SECURITIES Corp$644K1
436EVERGREEN CAPITAL MANAGEMENT LLC$643K1
437180 WEALTH ADVISORS, LLC$641K1
438Focus Partners Advisor Solutions, LLC$636K1
439LYNCH & ASSOCIATES/IN$636K1
440NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$635K1
441NOVEM GROUP$632K1
442BEESE FULMER INVESTMENT MANAGEMENT, INC.$629K1
443SIGNET FINANCIAL MANAGEMENT, LLC$628K1
444Carson Advisory Inc.$628K1
445Frec Markets, Inc.$627K1
446TWIN CITY PRIVATE WEALTH, LLC$622K1
447EP Wealth Advisors, LLC$621K1
448LEAVELL INVESTMENT MANAGEMENT, INC.$620K1
449BARTLETT & CO. WEALTH MANAGEMENT LLC$619K1
450PFG Investments, LLC$617K1
451Kiker Wealth Management, LLC$613K1
452Hennion & Walsh Asset Management, Inc.$611K1
453INVESTMENT ADVISORY SERVICES INC /TX /ADV$605K1
454Dorsey & Whitney Trust CO LLC$603K1
455Pine Valley Investments Ltd Liability Co$602K1
456MISSION WEALTH MANAGEMENT, LP$593K1
457Pacific Capital Wealth Advisors, Inc.$590K1
458INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$589K1
459Perigon Wealth Management, LLC$587K1
460MOKAN Wealth Management Inc.$585K1
461EVOLVE PRIVATE WEALTH, LLC$578K1
462MONEY CONCEPTS CAPITAL CORP$575K1
463Hendershot Investments Inc.$574K1
464Ballentine Partners, LLC$574K1
465Engineers Gate Manager LP$573K1
466BAR HARBOR WEALTH MANAGEMENT$569K1
467Atria Investments, Inc$566K1
468GUYASUTA INVESTMENT ADVISORS INC$562K1
469VestGen Advisors, LLC$561K1
470Simplicity Wealth,LLC$559K1
471COLDSTREAM CAPITAL MANAGEMENT INC$559K1
472Lifeworks Advisors, LLC$558K1
473Meiji Yasuda Asset Management Co Ltd.$552K1
474MUFG SECURITIES AMERICAS INC.$550K1
475Clearstead Advisors, LLC$549K1
476Probity Advisors, Inc.$549K1
477BROWN ADVISORY INC$545K1
478PERSONAL CFO SOLUTIONS, LLC$540K1
479WHITE PINE CAPITAL LLC$536K1
480Marks Group Wealth Management, Inc$536K1
481Harbour Wealth Management Group, Inc.$536K1
482BOOTHBAY FUND MANAGEMENT, LLC$534K1
483Stratos Wealth Partners, LTD.$532K1
484Applied Finance Capital Management, LLC$532K1
485SBI Securities Co., Ltd.$532K1
486Squarepoint Ops LLC$528K1
487Signet Investment Advisory Group, Inc.$527K1
488MRWM Advisors, LLC$524K1
489HOWLAND CAPITAL MANAGEMENT LLC$523K1
490CANANDAIGUA NATIONAL CORP$509K1
491Avior Wealth Management, LLC$506K1
492Financial Perspectives, Inc$503K1
493Focus Financial Network, Inc.$501K1
494Baker Avenue Asset Management, LP$501K1
495Smartleaf Asset Management LLC$499K1
496Berger Financial Group, Inc$498K1
497GUARDIAN WEALTH ADVISORS, LLC / NC$494K1
498Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$494K1
499DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$490K1
500AVISO WEALTH MANAGEMENT$487K1
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 / 1 sell
Congress net ($ bound)−$12.0K to $44.0K
Filers net (actions)not in build
Filers net ($ 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 GIS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming GIS
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
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 implied1 hit

Every rule, with its definition →

Planned modules for GIS · financials and macro

Financials — as filed PLANNED

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