Public record / Tickers / GWW

GWW — W.W. GRAINGER, INC.

Both disclosure regimes on one name: who in Congress filed about GWW, 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
32
all PTR rows naming GWW
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
08-27
filed 2026-08-27
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

Jared Moskowitz · $15.0K–$50.0K

Purchase · traded 2023-07-14 → filed 2024-08-21. Ranked over every GWW row by the provable lower bound, never a point estimate.

1 member · 0 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.

8 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

6 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. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING GWW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning GWW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-27Jared Moskowitz D–FL-23Sale · partial (partial sale)Traded 07-13 +45d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-07 +37d$1K–$15K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8SaleTraded 02-25 +30d$1K–$15K
2025-02-13Shelley Moore Capito R–WVSale · partial · SP (partial sale, spouse-owned)Traded 01-17 +27d$1K–$15K
2025-01-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 2024-12-12 +33d$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 32 ↗

Members active in GWW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing GWW 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.
Jared Moskowitz D–FL-231−$15.0K to −$1.0K3

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

Congress ↔ notable managers · GWW

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

Congress · last 90 days

Buyers
0
Sellers
1 Jared Moskowitz D–FL-23 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on GWW
DateWhoChangeSize
2026-08-27Jared Moskowitz CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+1,533 sh
2026-05-15Bridgewater Associates 13Fnew+1,202 sh
2026-05-15Moore Capital Management 13Fnew+188 sh
2026-05-14Caxton Associates 13Fexit−1,116 sh

5 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 GWW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.1B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.5B1
4STATE STREET CORP$2.2B1
5GEODE CAPITAL MANAGEMENT, LLC$1.3B1
6WELLINGTON MANAGEMENT GROUP LLP$1.1B1
7WELLS FARGO & COMPANY/MN$1.0B1
8Clearbridge Investments, LLC$922M1
9PARNASSUS INVESTMENTS, LLC$710M1
10UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$696M1
11NORTHERN TRUST CORP$676M1
12MORGAN STANLEY$595M1
13FRANKLIN RESOURCES INC$591M1
14BANK OF AMERICA CORP /DE/$576M1
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/$500M1
16DIMENSIONAL FUND ADVISORS LP$446M1
17Invesco Ltd.$425M1
18STIFEL FINANCIAL CORP$391M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$374M1
20Legal & General Group Plc$356M1
21FMR LLC$343M1
22Amundi$319M1
23VANGUARD FIDUCIARY TRUST CO$275M1
24FIL Ltd$273M1
25Bank of New York Mellon Corp$268M1
26Nuveen, LLC$263M1
27Sustainable Growth Advisers, LP$230M1
28DEUTSCHE BANK AG\$189M1
29UBS Group AG$189M1
30STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$184M1
31ProShare Advisors LLC$177M1
32RAYMOND JAMES FINANCIAL INC$170M1
33HSBC HOLDINGS PLC$158M1
34Junto Capital Management LP$149M1
35Swiss National Bank$145M1
36CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$134M1
37ENVESTNET ASSET MANAGEMENT INC$131M1
38PUBLIC SECTOR PENSION INVESTMENT BOARD$131M1
39AMERICAN CENTURY COMPANIES INC$120M1
40Mitsubishi UFJ Asset Management Co., Ltd.$119M1
41CITADEL ADVISORS LLC$118M1
42Sumitomo Mitsui Trust Group, Inc.$115M1
43D. E. Shaw & Co., Inc.$111M1
44CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$111M1
45AQR CAPITAL MANAGEMENT LLC$109M1
46Champlain Investment Partners, LLC$108M1
47ROYAL BANK OF CANADA$105M1
48Vanguard Global Advisers, LLC$104M1
49BARCLAYS PLC$102M1
50ALLIANCEBERNSTEIN L.P.$101M1
51Freestone Grove Partners LP$101M1
52SCHRODER INVESTMENT MANAGEMENT GROUP$99.0M1
53BNP Paribas Asset Management Holding S.A.$91.6M1
54MACKENZIE FINANCIAL CORP$82.8M1
55Quantinno Capital Management LP$82.2M1
56CITIGROUP INC$79.0M1
57VOYA INVESTMENT MANAGEMENT LLC$79.0M1
58VANGUARD ASSET MANAGEMENT, Ltd$76.9M1
59SRB CORP$72.9M1
60National Pension Service$71.5M1
61LPL Financial LLC$71.3M1
62BANK OF MONTREAL /CAN/$68.5M1
63VICTORY CAPITAL MANAGEMENT INC$67.9M1
64PRINCIPAL FINANCIAL GROUP INC$61.0M1
65Railway Pension Investments Ltd$60.2M1
66SEI INVESTMENTS CO$60.2M1
67BLAIR WILLIAM & CO/IL$59.4M1
68ADAGE CAPITAL PARTNERS GP, L.L.C.$59.1M1
69AVIVA PLC$59.0M1
70MILLENNIUM MANAGEMENT LLC$58.5M1
71NOMURA ASSET MANAGEMENT CO LTD$58.0M1
72US BANCORP \DE\$56.8M1
73Man Group plc$56.2M1
74ABN AMRO INVESTMENT SOLUTIONS$55.6M1
75AMERIPRISE FINANCIAL INC$55.6M1
76Vest Financial, LLC$53.4M1
77Aberdeen Group plc$50.4M1
78ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$48.0M1
79Pictet Asset Management Holding SA$45.8M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$43.6M1
81SEB Asset Management AB$42.6M1
82Interval Partners, LP$41.4M1
83E. Ohman J:or Asset Management AB$37.9M1
84Corient Private Wealth LLC$36.5M1
85RENAISSANCE GROUP LLC$34.6M1
86ROYAL LONDON ASSET MANAGEMENT LTD$33.7M1
87Focus Partners Wealth$32.5M1
88STATE OF WISCONSIN INVESTMENT BOARD$31.2M1
89DANSKE BANK A/S$31.0M1
90STOREBRAND ASSET MANAGEMENT AS$30.7M1
91Suncoast Equity Management$30.6M1
92NEW YORK STATE COMMON RETIREMENT FUND$29.3M1
93Swedbank AB$29.2M1
94&PARTNERS$28.5M1
95Vontobel Holding Ltd.$28.4M1
96NATIONAL BANK OF CANADA /FI/$28.0M1
97Cerity Partners LLC$27.0M1
98SUMITOMO MITSUI FINANCIAL GROUP, INC.$26.9M1
99Cetera Investment Advisers$26.4M1
100Arbejdsmarkedets Tillaegspension$25.9M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$25.2M1
102BARLOW WEALTH PARTNERS, LLC$24.1M1
103Chevy Chase Trust Holdings, LLC$24.0M1
104KLP KAPITALFORVALTNING AS$23.5M1
105Birch Hill Investment Advisors LLC$23.2M1
106Alyeska Investment Group, L.P.$23.0M1
107Vanguard Investments Australia, Ltd.$22.9M1
108DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$22.9M1
109Amanah Holdings Trust$22.9M1
110TEACHER RETIREMENT SYSTEM OF TEXAS$22.4M1
111Dundas Partners LLP$21.7M1
112APG Asset Management N.V.$21.7M1
113CIBC Bancorp USA Inc.$21.4M1
114TD ASSET MANAGEMENT INC$21.3M1
115RENAISSANCE TECHNOLOGIES LLC$21.0M1
116Asset Management One Co., Ltd.$21.0M1
117Creative Planning$20.6M1
118Korea Investment CORP$20.4M1
119CANADA PENSION PLAN INVESTMENT BOARD$19.7M1
120Resona Asset Management Co.,Ltd.$19.4M1
121Tredje AP-fonden$19.3M1
122FIFTH THIRD BANCORP$19.2M1
123Swiss Life Asset Management Ltd$18.9M1
124FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.8M1
125FIRST TRUST ADVISORS LP$18.6M1
126MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$18.5M1
127Night Squared LP$18.2M1
128Empowered Funds, LLC$18.0M1
129TD Waterhouse Canada Inc.$17.3M1
130FEDERATED HERMES, INC.$17.3M1
131Townsend & Associates, Inc$17.2M1
132TRUIST FINANCIAL CORP$17.1M1
133Mediolanum International Funds Ltd$17.0M1
134State of New Jersey Common Pension Fund D$16.5M1
135PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$16.3M1
136Pathstone Holdings, LLC$16.2M1
137Lansforsakringar Fondforvaltning AB (publ)$16.1M1
138O'SHAUGHNESSY ASSET MANAGEMENT, LLC$16.0M1
139ING GROEP NV$16.0M1
140DnB Asset Management AS$15.9M1
141JGP Wealth Management, LLC$15.4M1
142United Asset Strategies, Inc.$15.2M1
143Running Oak Capital LLC$14.9M1
144WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14.8M1
145Gotham Asset Management, LLC$14.4M1
146TORONTO DOMINION BANK$14.3M1
147GUARDIAN CAPITAL LP$14.2M1
148Ensign Peak Advisors, Inc$14.1M1
149CREDIT AGRICOLE S A$13.9M1
150STATE OF MICHIGAN RETIREMENT SYSTEM$13.8M1
151XPONANCE LLC$13.7M1
152NATIXIS$13.6M1
153Arizona State Retirement System$13.4M1
154Zurcher Kantonalbank (Zurich Cantonalbank)$13.1M1
155MATTERN CAPITAL MANAGEMENT, LLC$13.1M1
156Czech National Bank$13.0M1
157MetLife Investment Management, LLC$13.0M1
158Illinois Municipal Retirement Fund$12.9M1
159ASR Vermogensbeheer N.V.$12.9M1
160TOTH FINANCIAL ADVISORY CORP$12.7M1
161Longaeva Partners L.P.$12.3M1
162M&T BANK CORP$11.8M1
163OP Asset Management Ltd$11.8M1
164CIBC Asset Management Inc$11.6M1
165OSAIC HOLDINGS, INC.$11.6M1
166Mitsubishi UFJ Trust & Banking Corp$11.4M1
167Vinva Investment Management Ltd$11.4M1
168NISA INVESTMENT ADVISORS, LLC$11.4M1
169Mirae Asset Global Investments Co., Ltd.$11.3M1
170LS Investment Advisors, LLC$11.2M1
171Advanced Asset Management Advisors Inc$11.2M1
172COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$11.1M1
173Cresset Asset Management, LLC$10.4M1
174Eurizon Capital SGR S.p.A.$10.2M1
175Retirement Systems of Alabama$10.1M1
176INVESTMENT HOUSE LLC$10.1M1
177Wealthfront Advisers LLC$10.0M1
178IFM Investors Pty Ltd$9.9M1
179KEYBANK NATIONAL ASSOCIATION/OH$9.7M1
180Woodline Partners LP$9.4M1
181Vanguard Personalized Indexing Management, LLC$9.2M1
182HighTower Advisors, LLC$9.0M1
183Daiwa Securities Group Inc.$8.8M1
184SPRING CAPITAL MANAGEMENT, LLC$8.7M1
185Aurdan Capital Management, LLC$8.7M1
186Tidal Investments LLC$8.6M1
187Meiji Yasuda Asset Management Co Ltd.$8.5M1
188MOGY JOEL R INVESTMENT COUNSEL INC$8.2M1
189USS Investment Management Ltd$8.2M1
190Callan Family Office, LLC$8.1M1
191FULTON BREAKEFIELD BROENNIMAN LLC$8.1M1
192Utah Retirement Systems$7.8M1
193Marks Group Wealth Management, Inc$7.6M1
194Chesley Taft & Associates LLC$7.6M1
195LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$7.6M1
196BALYASNY ASSET MANAGEMENT L.P.$7.5M1
197Allspring Global Investments Holdings, LLC$7.3M1
198GUGGENHEIM CAPITAL LLC$7.3M1
199Candriam S.C.A.$7.2M1
200Federation des caisses Desjardins du Quebec$7.2M1
201EP Wealth Advisors, LLC$7.2M1
202NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.1M1
203Columbus Macro, LLC$7.1M1
204COMMERCE BANK$6.8M1
205BANK OF NOVA SCOTIA$6.8M1
206BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.8M1
207Sumitomo Mitsui DS Asset Management Company, Ltd$6.8M1
208Robeco Institutional Asset Management B.V.$6.7M1
209CARDEROCK CAPITAL MANAGEMENT INC$6.7M1
210NISSAY ASSET MANAGEMENT CORP /JAPAN$6.7M1
211Freestone Capital Holdings, LLC$6.6M1
212Advisors Asset Management, Inc.$6.5M1
213AZZAD ASSET MANAGEMENT INC /ADV$6.5M1
214Janus Henderson Group Ltd.$6.5M1
215Mariner, LLC$6.5M1
216NEOS Investment Management LLC$6.5M1
217SCHMIDT P J INVESTMENT MANAGEMENT INC$6.3M1
218MACQUARIE GROUP LTD$6.3M1
219PENINSULA ASSET MANAGEMENT INC$6.3M1
220Allworth Financial LP$6.2M1
221NORDEA INVESTMENT MANAGEMENT AB$6.1M1
222CASTLEARK MANAGEMENT LLC$6.1M1
223Insight Wealth Strategies, LLC$5.8M1
224Cornerstone Wealth Management, LLC$5.7M1
225Steward Partners Investment Advisory, LLC$5.7M1
226SHEETS SMITH WEALTH MANAGEMENT$5.7M1
227Bank Julius Baer & Co. Ltd, Zurich$5.6M1
228YHB Investment Advisors, Inc.$5.6M1
229TWO SIGMA INVESTMENTS, LP$5.6M1
230Orange Investment Advisors, Inc.$5.6M1
231OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.5M1
232LIBERTY ONE INVESTMENT MANAGEMENT, LLC$5.4M1
233Baird Financial Group, Inc.$5.4M1
234Avanza Fonder AB$5.3M1
235NewEdge Advisors, LLC$5.2M1
236MERCER GLOBAL ADVISORS INC /ADV$5.2M1
237Kestra Advisory Services, LLC$5.1M1
238MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.1M1
239SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.8M1
240Pinnacle Financial Partners, Inc.$4.8M1
241COMMONWEALTH EQUITY SERVICES, LLC$4.8M1
242Chicago Capital, LLC$4.8M1
243NOMURA HOLDINGS INC$4.7M1
244Allianz Asset Management GmbH$4.7M1
245CONNING INC.$4.7M1
246OPPENHEIMER & CO INC$4.7M1
247NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.7M1
248Generali Asset Management SPA SGR$4.6M1
249Pallas Capital Advisors LLC$4.6M1
250RWA WEALTH PARTNERS, LLC$4.6M1
251Canal Capital Management, LLC$4.6M1
252OMERS ADMINISTRATION Corp$4.6M1
253BENJAMIN EDWARDS INC$4.5M1
254Bey-Douglas LLC$4.5M1
255OPPENHEIMER ASSET MANAGEMENT INC.$4.5M1
256BankPlus Trust Department$4.4M1
257UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.4M1
258Caprock Group, LLC$4.4M1
259Eurizon SLJ Capital Ltd$4.4M1
260BROWN ADVISORY INC$4.4M1
261Rockefeller Capital Management L.P.$4.4M1
262Granite Investment Partners, LLC$4.3M1
263Orion Porfolio Solutions, LLC$4.3M1
264JACOBS LEVY EQUITY MANAGEMENT, INC$4.3M1
265CFS Investment Advisory Services, LLC$4.3M1
266Andra AP-fonden$4.0M1
267FIDUCIARY TRUST CO$4.0M1
268MML INVESTORS SERVICES, LLC$4.0M1
269JANE STREET GROUP, LLC$4.0M1
270Investment Management Corp of Ontario$4.0M1
271McKinley Carter Wealth Services, Inc.$4.0M1
272ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.9M1
273Lido Advisors, LLC$3.9M1
274Equitable Holdings, Inc.$3.9M1
275Atria Investments, Inc$3.9M1
276Banque Cantonale Vaudoise$3.8M1
277Prospera Financial Services Inc$3.8M1
278Groupe la Francaise$3.8M1
279OLD NATIONAL BANCORP /IN/$3.8M1
280VISTA INVESTMENT PARTNERS LLC$3.7M1
281Vident Advisory, LLC$3.7M1
282Hummer Financial Advisory Services Inc$3.7M1
283Perigon Wealth Management, LLC$3.7M1
284Laird Norton Wetherby Trust Company, LLC$3.6M1
285Capital Planning Advisors, LLC$3.6M1
286Diversified Trust Co$3.5M1
287Madison Asset Management, LLC$3.5M1
288Lombard Odier Asset Management (Switzerland) SA$3.4M1
289PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$3.4M1
290D.A. DAVIDSON & CO.$3.4M1
291Bell Asset Management Ltd$3.3M1
292Atom Investors LP$3.3M1
293Norinchukin Bank, The$3.3M1
294Savant Capital, LLC$3.2M1
295Edgestream Partners, L.P.$3.2M1
296ALLIANZ SE$3.2M1
297Merit Financial Group, LLC$3.2M1
298Sanctuary Advisors, LLC$3.1M1
299Rafferty Asset Management, LLC$3.1M1
300INTECH INVESTMENT MANAGEMENT LLC$3.1M1
301BLI - Banque de Luxembourg Investments$3.0M1
302HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
303Concord Wealth Partners$3.0M1
304Kintegral Advisory, LLC$2.9M1
305Concord Asset Management, LLC/VA$2.9M1
306CIBC WORLD MARKET INC.$2.9M1
307MIZUHO SECURITIES USA LLC$2.9M1
308GATEWAY INVESTMENT ADVISERS LLC$2.8M1
309NLB Skladi, upravljanje premozenja, d.o.o.$2.8M1
310Y-Intercept (Hong Kong) Ltd$2.8M1
311Silver Lake Advisory, LLC$2.8M1
312Principle Wealth Partners LLC$2.8M1
313Bancreek Capital Management, LP$2.8M1
314Hills Bank & Trust Co$2.8M1
315QRG CAPITAL MANAGEMENT, INC.$2.7M1
316HARTFORD INVESTMENT MANAGEMENT CO$2.7M1
317Sequoia Financial Advisors, LLC$2.7M1
318PINNACLE ASSOCIATES LTD$2.7M1
319QUADRANT CAPITAL GROUP LLC$2.7M1
320CWM, LLC$2.6M1
321FULLER & THALER ASSET MANAGEMENT, INC.$2.6M1
322Private Advisor Group, LLC$2.6M1
323Bragg Financial Advisors, Inc$2.6M1
324COLDSTREAM CAPITAL MANAGEMENT INC$2.5M1
325Sterling Capital Management LLC$2.5M1
326Metis Global Partners, LLC$2.5M1
327VISTA INVESTMENT PARTNERS II, LLC$2.5M1
328PATRON PARTNERS, LLC$2.5M1
329Maryland State Retirement & Pension System$2.4M1
330Vectors Research Management, LLC$2.4M1
331Resurgent Financial Advisors LLC$2.4M1
332Voleon Capital Management LP$2.4M1
333READYSTATE ASSET MANAGEMENT LP$2.4M1
334Legacy Financial Strategies, LLC$2.4M1
335Meiji Yasuda Life Insurance Co$2.4M1
336Assenagon Asset Management S.A.$2.3M1
337Apollon Wealth Management, LLC$2.2M1
338Holocene Advisors, LP$2.2M1
339Blueshift Asset Management, LLC$2.2M1
340Linden Thomas Advisory Services, LLC$2.2M1
341ALPS ADVISORS INC$2.2M1
342AG2R LA MONDIALE GESTION D'ACTIFS$2.2M1
343Graham Capital Management, L.P.$2.2M1
344Clearstead Advisors, LLC$2.2M1
345Mesirow Financial Investment Management, Inc.$2.2M1
346Nicholson Wealth Management Group, LLC$2.1M1
347MWA Asset Management$2.1M1
348New Age Alpha Advisors, LLC$2.1M1
349VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.1M1
350XTX Topco Ltd$2.1M1
351Summit Trail Advisors, LLC$2.1M1
352Crossmark Global Holdings, Inc.$2.0M1
353WBH ADVISORY INC$2.0M1
354Roundview Capital LLC$2.0M1
355Aristotle Capital Management, LLC$2.0M1
356JOHNSON INVESTMENT COUNSEL INC$2.0M1
357Dai-ichi Life Insurance Company, Ltd$2.0M1
358MUFG Securities EMEA plc$2.0M1
359Fragasso Financial Advisors Inc$1.9M1
360NewEdge Wealth, LLC$1.9M1
361HBK Sorce Advisory LLC$1.9M1
362Terra Nova Asset Management LLC$1.9M1
363ICW Investment Advisors LLC$1.9M1
364PFA Pension, Forsikringsaktieselskab$1.9M1
365EVERGREEN CAPITAL MANAGEMENT LLC$1.9M1
366PRINCIPAL SECURITIES, INC.$1.9M1
367BAILARD, INC.$1.8M1
368Ballentine Partners, LLC$1.8M1
369HB Wealth Management, LLC$1.8M1
370Saudi Central Bank$1.8M1
371Kesler, Norman & Wride, LLC$1.8M1
372Harrington Investments, INC$1.8M1
373Beacon Pointe Advisors, LLC$1.8M1
374VestGen Advisors, LLC$1.8M1
375DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.7M1
376TWO SIGMA SECURITIES, LLC$1.7M1
377BURNEY CO/$1.7M1
378Monument Capital Management$1.7M1
379Empirical Finance, LLC$1.7M1
380COURIER CAPITAL LLC$1.7M1
381Mendel Capital Management LLC$1.7M1
382Ashton Thomas Private Wealth, LLC$1.7M1
383Grantham, Mayo, Van Otterloo & Co. LLC$1.7M1
384PICTON MAHONEY ASSET MANAGEMENT$1.6M1
385ALPINE WOODS CAPITAL INVESTORS, LLC$1.6M1
386NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
387TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
388FOUNDERS FINANCIAL SECURITIES LLC$1.6M1
389Aviso Financial Inc.$1.6M1
390Optas, LLC$1.6M1
391SCHARF INVESTMENTS, LLC$1.6M1
392TEMA ETFS LLC$1.6M1
393Accurate Wealth Management, LLC$1.6M1
394DAVENPORT & Co LLC$1.5M1
395UMB Bank, n.a.$1.5M1
396Stratos Wealth Partners, LTD.$1.5M1
397Vise Technologies, Inc.$1.5M1
398NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
399Garner Asset Management Corp$1.5M1
400World Investment Advisors$1.5M1
401Quadcap Wealth Management, LLC$1.5M1
402CHOREO, LLC$1.5M1
403EVERPAR ADVISORS LLC$1.5M1
404LECAP ASSET MANAGEMENT LTD$1.5M1
405Bellwether Advisors, LLC$1.4M1
406HANCOCK WHITNEY CORP$1.4M1
407Meeder Advisory Services, Inc.$1.4M1
408TI-TRUST, INC$1.4M1
409EXCHANGE TRADED CONCEPTS, LLC$1.4M1
410Atlas Legacy Advisors, LLC$1.4M1
411BKM Wealth Management, LLC$1.4M1
412Hamilton Point Investment Advisors, LLC$1.4M1
4131ST SOURCE BANK$1.4M1
414North Dakota State Investment Board$1.4M1
415MONARCH CAPITAL MANAGEMENT INC$1.4M1
416SECURIAN ASSET MANAGEMENT, INC$1.3M1
417MUFG SECURITIES AMERICAS INC.$1.3M1
418Bridgewater Associates, LP$1.3M1
419Independent Advisor Alliance$1.3M1
420MAI Capital Management$1.3M1
421Westerkirk Capital Inc.$1.3M1
422Cerro Pacific Wealth Advisors LLC$1.3M1
423Squarepoint Ops LLC$1.3M1
424MISSION WEALTH MANAGEMENT, LP$1.3M1
425Formidable Asset Management, LLC$1.3M1
426Fiduciary Group, LLC$1.3M1
427Waverly Advisors, LLC$1.3M1
428Legacy Advisors, LLC$1.2M1
429STEPHENS INC /AR/$1.2M1
430CLIFFORD SWAN INVESTMENT COUNSEL LLC$1.2M1
431REGIONS FINANCIAL CORP$1.2M1
432Brevan Howard Capital Management LP$1.2M1
433Concurrent Investment Advisors, LLC$1.2M1
434PRUDENTIAL PLC$1.2M1
435Kuhn & Co Investment Counsel$1.2M1
436ASSOCIATED BANC-CORP$1.2M1
437Plato Investment Management Ltd$1.2M1
438LIBERTY SQUARE WEALTH PARTNERS LLC$1.2M1
439DSG Capital Advisors, LLC$1.2M1
440SHUFRO ROSE & CO LLC$1.1M1
441Sentry LLC$1.1M1
442Legacy Capital Wealth Partners, LLC$1.1M1
443BARTLETT & CO. WEALTH MANAGEMENT LLC$1.1M1
444Widmann Financial Services, Inc.$1.1M1
445Fielder Capital Group LLC$1.1M1
446Verus Financial Partners, Inc.$1.1M1
447SUVRETTA CAPITAL MANAGEMENT, LLC$1.1M1
448Inlet Private Wealth, LLC$1.1M1
449CAPITOLIS LIQUID GLOBAL MARKETS LLC$1.1M1
450Medallion Wealth Advisors, LLC$1.1M1
451Andrews Advisory Associates, LLC$1.1M1
452Modern Wealth Management, LLC$1.1M1
453Clark & Stuart, Inc$1.1M1
454Aaron Wealth Advisors LLC$1.1M1
455Advisors Capital Management, LLC$1.1M1
456Envestnet Portfolio Solutions, Inc.$1.1M1
457Western Wealth Management, LLC$1.0M1
458iSAM Funds (UK) Ltd$1.0M1
459Siemens Fonds Invest GmbH$1.0M1
460CALTON & ASSOCIATES, INC.$1.0M1
461TCTC Holdings, LLC$1.0M1
462Invariant Investment Management$1.0M1
463Savvy Advisors, Inc.$1.0M1
464GUIDANCE CAPITAL, INC$1.0M1
465Manchester Capital Management LLC$1.0M1
466Mutual Advisors, LLC$1.0M1
467Diversified Enterprises, LLC$994K1
468BankPlus Wealth Management LLC$974K1
469AlphaCore Capital LLC$966K1
470Aptus Capital Advisors, LLC$954K1
471TICINO WEALTH$952K1
472Northside Capital Management, LLC$951K1
473SeaCrest Wealth Management, LLC$934K1
474Smart Money Group LLC$929K1
475Smartleaf Asset Management LLC$929K1
476Concentric Capital Strategies, LP$928K1
477Tower Research Capital LLC (TRC)$922K1
478ALGEBRIS (UK) LTD$916K1
479CHESAPEAKE CAPITAL CORP /IL/$914K1
480denkapparat Operations GmbH$892K1
481Kathmere Capital Management, LLC$886K1
482Cypress Capital Group$868K1
483Twelve Points Wealth Management LLC$866K1
484Wedmont Private Capital$858K1
485Applied Capital LLC/FL$851K1
486WEALTH ALLIANCE, LLC$847K1
487R Squared Ltd$842K1
488Wealth Enhancement Trust Services, Inc.$837K1
489SALEM INVESTMENT COUNSELORS INC$830K1
490BlueSky Wealth Advisors, LLC$829K1
491Vann Equity Management LLC$814K1
492GREAT VALLEY ADVISOR GROUP, INC.$812K1
493Compound Planning, Inc.$797K1
494OAK RIDGE INVESTMENTS LLC$793K1
495SIGNATUREFD, LLC$792K1
496111 Capital$786K1
497PITTENGER & ANDERSON INC$780K1
498DUNCKER STREETT & CO INC$777K1
4993Chopt Investment Partners, LLC$771K1
500Lewis Asset Management, LLC$764K1
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)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ 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 GWW

RETAINED WINDOW · ACTIVE HITS

Zero hits on GWW in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for GWW · financials and macro

Financials — as filed PLANNED

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