Public record / Tickers / HSIC

HSIC — HENRY SCHEIN INC

Both disclosure regimes on one name: who in Congress filed about HSIC, 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
23
all PTR rows naming HSIC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-14
filed 2025-05-14
13F holders
387
top-387 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

Greg Gianforte · $50.0K–$100K

Sale · traded 2019-09-12 → filed 2019-10-20. Ranked over every HSIC row by the provable lower bound, never a point estimate.

No member disclosed HSIC in the trailing 12 months

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

6 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

3 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. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HSIC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HSIC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$1K–$15K
2025-04-07Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 03-31 +7d$1K–$15K
2022-12-19Thomas R. Suozzi D–NY-3Sale · partial (partial sale)Traded 2018-03-29 LATE·1726d$1K–$15K
2022-12-19Thomas R. Suozzi D–NY-3Sale · partial (partial sale)Traded 2017-12-06 LATE·1839d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 23 ↗

Members active in HSIC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed HSIC in the trailing 12 months.

Congress ↔ notable managers · HSIC

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

Congress · last 90 days

Buyers
0
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 · SCHEIN HENRY INC

Merged timeline of congressional filings and notable-manager moves on HSIC
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+72,065 sh
2026-05-15Bridgewater Associates 13Fnew+32,098 sh

2 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 HSIC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Kohlberg Kravis Roberts & Co. L.P.$1.2B1
2BlackRock, Inc.$518M1
3Artisan Partners Limited Partnership$484M1
4VANGUARD CAPITAL MANAGEMENT LLC$473M1
5FMR LLC$422M1
6Invesco Ltd.$360M1
7STATE STREET CORP$323M1
8VANGUARD PORTFOLIO MANAGEMENT LLC$309M1
9AMERICAN CENTURY COMPANIES INC$265M1
10Palestra Capital Management LLC$252M1
11Southpoint Capital Advisors LP$236M1
12DIMENSIONAL FUND ADVISORS LP$212M1
13BANK OF MONTREAL /CAN/$151M1
14SCHRODER INVESTMENT MANAGEMENT GROUP$110M1
15MORGAN STANLEY$105M1
16Swedbank AB$96.6M1
17M.D. Sass, LLC$93.8M1
18BANK OF AMERICA CORP /DE/$90.0M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$78.1M1
20UBS Group AG$77.8M1
21NORTHERN TRUST CORP$73.2M1
22PZENA INVESTMENT MANAGEMENT LLC$65.4M1
23Defilade Capital Management, L.P.$46.0M1
24DME Capital Management, LP$44.2M1
25RAYMOND JAMES FINANCIAL INC$41.4M1
26VANGUARD FIDUCIARY TRUST CO$41.4M1
27Point72 Asset Management, L.P.$38.3M1
28Clarkston Capital Partners, LLC$35.7M1
29DEUTSCHE BANK AG\$30.6M1
30NOMURA HOLDINGS INC$28.9M1
31LONE PEAK GLOBAL INVESTORS LLC$27.8M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$27.3M1
33PRIVATE MANAGEMENT GROUP INC$24.4M1
34P2 Capital Partners, LLC$22.1M1
35Zuckerman Investment Group, LLC$21.3M1
36Nuveen, LLC$20.8M1
37LAKEWOOD CAPITAL MANAGEMENT, LP$19.3M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.2M1
39SEI INVESTMENTS CO$18.1M1
40Cresset Asset Management, LLC$17.7M1
41FRANKLIN RESOURCES INC$17.2M1
42Legal & General Group Plc$16.1M1
43Swiss National Bank$15.5M1
44Vanguard Global Advisers, LLC$15.4M1
45NUANCE INVESTMENTS, LLC$14.3M1
46WESTWOOD HOLDINGS GROUP INC$13.9M1
47BARCLAYS PLC$13.4M1
48Amundi$13.0M1
49HSBC HOLDINGS PLC$12.8M1
50MILLENNIUM MANAGEMENT LLC$12.2M1
51ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$12.0M1
52James J. Burns & Company, LLC$11.3M1
53PFM Health Sciences, LP$11.3M1
54FIRST TRUST ADVISORS LP$10.5M1
55ALLIANCEBERNSTEIN L.P.$10.5M1
56Stephens Investment Management Group LLC$10.1M1
57Petrus Trust Company, LTA$9.9M1
58STATE OF WISCONSIN INVESTMENT BOARD$9.7M1
59PRINCIPAL FINANCIAL GROUP INC$9.1M1
60HEARTLAND ADVISORS INC$8.8M1
61BANK OF NOVA SCOTIA$8.6M1
62Clearline Capital LP$8.6M1
63Mitsubishi UFJ Asset Management Co., Ltd.$8.5M1
64HFR Wealth Management, LLC$8.5M1
65Illinois Municipal Retirement Fund$8.3M1
66ENVESTNET ASSET MANAGEMENT INC$8.2M1
67Quantinno Capital Management LP$8.0M1
68Stenger Family Office, LLC$7.9M1
69Man Group plc$7.7M1
70FIRST MANHATTAN CO. LLC.$7.6M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.4M1
72VANGUARD ASSET MANAGEMENT, Ltd$6.9M1
73Tidal Investments LLC$6.8M1
74Berger Financial Group, Inc$6.0M1
75LGT Group Foundation$5.4M1
76MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.4M1
77CITIGROUP INC$5.3M1
78Gotham Asset Management, LLC$5.3M1
79Federation des caisses Desjardins du Quebec$4.9M1
80WELLS FARGO & COMPANY/MN$4.7M1
81Brevan Howard Capital Management LP$4.5M1
82Creative Planning$4.5M1
83Dilation Capital Management LP$4.4M1
84Taproot Management LP$4.4M1
85ROYAL BANK OF CANADA$4.2M1
86FULLER & THALER ASSET MANAGEMENT, INC.$3.8M1
87GHP Investment Advisors, Inc.$3.8M1
88Chevy Chase Trust Holdings, LLC$3.7M1
89PRUDENTIAL FINANCIAL INC$3.7M1
90Janus Henderson Group Ltd.$3.6M1
91Baker Ellis Asset Management LLC$3.6M1
92Moran Wealth Management, LLC$3.5M1
93CIBC Bancorp USA Inc.$3.3M1
94ADAGE CAPITAL PARTNERS GP, L.L.C.$3.1M1
95Cinctive Capital Management LP$3.1M1
96GUARDIAN CAPITAL LP$3.1M1
97SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.0M1
98Swiss Life Asset Management Ltd$3.0M1
99Qube Research & Technologies Ltd$3.0M1
100Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
101Waverly Advisors, LLC$2.8M1
102Assenagon Asset Management S.A.$2.8M1
103NATIONAL BANK OF CANADA /FI/$2.8M1
104PALISADE CAPITAL MANAGEMENT, LP$2.7M1
105State of New Jersey Common Pension Fund D$2.6M1
106AQR CAPITAL MANAGEMENT LLC$2.6M1
107HighTower Advisors, LLC$2.5M1
108Vestmark Advisory Solutions, Inc.$2.4M1
109CITADEL ADVISORS LLC$2.4M1
110Bridgewater Associates, LP$2.4M1
111SALEM INVESTMENT COUNSELORS INC$2.3M1
112SEB Asset Management AB$2.3M1
113D. E. Shaw & Co., Inc.$2.3M1
114LPL Financial LLC$2.2M1
115PRELUDE CAPITAL MANAGEMENT, LLC$2.2M1
116Arizona State Retirement System$2.1M1
117STIFEL FINANCIAL CORP$2.1M1
118PUBLIC SECTOR PENSION INVESTMENT BOARD$2.1M1
119Focus Partners Wealth$2.1M1
120CenterBook Partners LP$2.1M1
121TEACHER RETIREMENT SYSTEM OF TEXAS$2.0M1
122Czech National Bank$2.0M1
123Vanguard Investments Australia, Ltd.$2.0M1
124VOYA INVESTMENT MANAGEMENT LLC$2.0M1
125STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
126NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
127BRANDES INVESTMENT PARTNERS, LP$1.9M1
128Corient Private Wealth LLC$1.9M1
129US BANCORP \DE\$1.9M1
130DIVERSIFIED MANAGEMENT INC$1.7M1
131COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
132Pictet Asset Management Holding SA$1.7M1
133CIBC Asset Management Inc$1.7M1
134Pathstone Holdings, LLC$1.7M1
135PANAGORA ASSET MANAGEMENT INC$1.6M1
136Cerity Partners LLC$1.6M1
137FIFTH THIRD BANCORP$1.6M1
138MACKENZIE FINANCIAL CORP$1.6M1
139Retirement Systems of Alabama$1.6M1
140Mirae Asset Global Investments Co., Ltd.$1.5M1
141MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
142WINTON GROUP Ltd$1.5M1
143Walleye Trading LLC$1.4M1
144Accurate Wealth Management, LLC$1.4M1
145TD ASSET MANAGEMENT INC$1.3M1
146O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.3M1
147SOUTHEASTERN ASSET MANAGEMENT INC/TN/$1.3M1
148K.J. Harrison & Partners Inc$1.3M1
149Kerrisdale Advisers, LLC$1.2M1
150ProShare Advisors LLC$1.2M1
151HB Wealth Management, LLC$1.1M1
152Wealthspire Advisors, LLC$1.1M1
153Magnetar Financial LLC$1.1M1
154Summit Trail Advisors, LLC$1.1M1
155State of Wyoming$1.1M1
156Advisors Asset Management, Inc.$1.0M1
157Cardinal Capital Management$1.0M1
158KEYBANK NATIONAL ASSOCIATION/OH$1.0M1
159VICTORY CAPITAL MANAGEMENT INC$1.0M1
160NEOS Investment Management LLC$1.0M1
161Snowden Capital Advisors LLC$1.0M1
162XPONANCE LLC$980K1
163GUGGENHEIM CAPITAL LLC$947K1
164Sendero Wealth Management, LLC$942K1
165Cetera Investment Advisers$936K1
166Mariner, LLC$923K1
167Marathon Partners Equity Management, LLC$921K1
168Laird Norton Wetherby Trust Company, LLC$886K1
169XTX Topco Ltd$867K1
170Empowered Funds, LLC$851K1
171OREGON PUBLIC EMPLOYEES RETIREMENT FUND$842K1
172Radnor Capital Management, LLC$841K1
173Central Pacific Bank - Trust Division$833K1
174OPPENHEIMER ASSET MANAGEMENT INC.$829K1
175EXCHANGE TRADED CONCEPTS, LLC$792K1
176MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$787K1
177Wealthfront Advisers LLC$786K1
178Elo Mutual Pension Insurance Co$742K1
179First Pacific Advisors, LP$731K1
180Lido Advisors, LLC$711K1
181RITHOLTZ WEALTH MANAGEMENT$710K1
182Dakota Wealth Management$708K1
183Machina Capital S.A.S.$687K1
184BEACON INVESTMENT ADVISORY SERVICES, INC.$664K1
185NATIXIS$639K1
186Sequoia Financial Advisors, LLC$629K1
187MML INVESTORS SERVICES, LLC$608K1
188Daiwa Securities Group Inc.$601K1
189CLARK ESTATES INC/NY$590K1
190M&T BANK CORP$587K1
191Asset Management One Co., Ltd.$579K1
192Steward Partners Investment Advisory, LLC$572K1
193Rafferty Asset Management, LLC$570K1
194BLAIR WILLIAM & CO/IL$567K1
195SIMPLEX TRADING, LLC$563K1
196WELLINGTON MANAGEMENT GROUP LLP$538K1
197Lincoln Capital LLC$538K1
198LEAVELL INVESTMENT MANAGEMENT, INC.$526K1
199BARTLETT & CO. WEALTH MANAGEMENT LLC$524K1
200Aquatic Capital Management LLC$504K1
201CWM, LLC$497K1
202111 Capital$492K1
203TRUIST FINANCIAL CORP$483K1
204&PARTNERS$483K1
205Vident Advisory, LLC$478K1
206Morningstar Investment Management LLC$476K1
207Kestra Advisory Services, LLC$469K1
208HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$463K1
209Norinchukin Bank, The$462K1
210Ensign Peak Advisors, Inc$460K1
211COMMONWEALTH EQUITY SERVICES, LLC$456K1
212MIZUHO SECURITIES USA LLC$446K1
213Advisor OS, LLC$439K1
214Oak Thistle LLC$432K1
215COMMERCE BANK$429K1
216Laurel Wealth Advisors LLC$419K1
217Brooklyn Investment Group$408K1
218Utah Retirement Systems$398K1
219Maryland State Retirement & Pension System$392K1
220Aberdeen Group plc$389K1
221MERCER GLOBAL ADVISORS INC /ADV$386K1
222Sanctuary Advisors, LLC$386K1
223Perigon Wealth Management, LLC$376K1
224Savant Capital, LLC$371K1
225Allspring Global Investments Holdings, LLC$370K1
226THOMPSON INVESTMENT MANAGEMENT, INC.$369K1
227Rockefeller Capital Management L.P.$366K1
228RKL Wealth Management LLC$354K1
229Prairie Wealth Advisors, Inc.$354K1
230Empirical Finance, LLC$351K1
231PEAK6 LLC$347K1
232CITIZENS FINANCIAL GROUP INC/RI$347K1
233OMERS ADMINISTRATION Corp$342K1
234LAZARD ASSET MANAGEMENT LLC$332K1
235E Fund Management Co., Ltd.$325K1
236BEESE FULMER INVESTMENT MANAGEMENT, INC.$314K1
237MQS Management LLC$310K1
238Compound Planning, Inc.$309K1
239Garde Capital, Inc.$309K1
240Riverwater Partners LLC$308K1
241Vanguard Personalized Indexing Management, LLC$303K1
242MUFG Securities EMEA plc$302K1
243MIRABELLA FINANCIAL SERVICES LLP$296K1
244MKT Advisors LLC$291K1
245MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$287K1
246ARQ WEALTH ADVISORS, LLC$284K1
247GATEWAY INVESTMENT ADVISERS LLC$284K1
248DUNCKER STREETT & CO INC$281K1
249Merit Financial Group, LLC$280K1
250SCOTIA CAPITAL INC.$278K1
251FIRST NATIONAL BANK OF OMAHA$273K1
252OneDigital Investment Advisors LLC$267K1
253Tempus Wealth Planning, LLC$266K1
254JANE STREET GROUP, LLC$264K1
255NOMURA ASSET MANAGEMENT CO LTD$261K1
256Sumitomo Mitsui DS Asset Management Company, Ltd$253K1
257Center for Financial Planning, Inc.$251K1
258SHUFRO ROSE & CO LLC$251K1
259Evercore Wealth Management, LLC$251K1
260MACQUARIE GROUP LTD$243K1
261Cambria Investment Management, L.P.$239K1
262denkapparat Operations GmbH$237K1
263NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$236K1
264PATTON FUND MANAGEMENT, INC.$233K1
265UNITED CAPITAL FINANCIAL ADVISORS, LLC$231K1
266Engineers Gate Manager LP$230K1
267Farringdon Capital, Ltd.$228K1
268OSAIC HOLDINGS, INC.$225K1
269Great Diamond Partners, LLC$209K1
270Sargent Investment Group, LLC$208K1
271PFG Investments, LLC$202K1
272BNP Paribas Asset Management Holding S.A.$198K1
273BFSG, LLC$196K1
274QUADRANT CAPITAL GROUP LLC$182K1
275MAI Capital Management$158K1
276FEDERATED HERMES, INC.$151K1
277Physician Wealth Advisors, Inc.$149K1
278Medallion Wealth Advisors, LLC$147K1
279FOSTER DYKEMA CABOT & PARTNERS, LLC$121K1
280Allworth Financial LP$112K1
281Eurizon Capital SGR S.p.A.$102K1
282Keating Financial Advisory Services, Inc.$99.5K1
283GROUP ONE TRADING LLC$97.1K1
284Resona Asset Management Co.,Ltd.$96.4K1
285MATHER GROUP, LLC.$92.3K1
286Blue Trust, Inc.$82.0K1
287Tower Research Capital LLC (TRC)$77.1K1
288JONES FINANCIAL COMPANIES LLLP$74.7K1
289JNBA Financial Advisors$73.7K1
290DekaBank Deutsche Girozentrale$70.3K1
291Caitong International Asset Management Co., Ltd$70.2K1
292Ameritas Investment Partners, Inc.$69.3K1
293Bayforest Capital Ltd$67.4K1
294Evelyn Partners Investment Management LLP$62.6K1
295THOMPSON SIEGEL & WALMSLEY LLC$59.3K1
296GODSEY & GIBB, INC$59.0K1
297STOREBRAND ASSET MANAGEMENT AS$55.2K1
298Aster Capital Management (DIFC) Ltd$54.5K1
299TEMA ETFS LLC$54.3K1
300Clearstead Advisors, LLC$52.0K1
301MONTAG A & ASSOCIATES INC$51.6K1
302Deseret Mutual Benefit Administrators$48.4K1
303STEPH & CO$46.3K1
304Smartleaf Asset Management LLC$45.1K1
305Heritage Wealth Advisors$45.0K1
306Wilmington Savings Fund Society, FSB$36.6K1
307Parkside Financial Bank & Trust$33.6K1
308Bank Julius Baer & Co. Ltd, Zurich$32.9K1
309NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31.0K1
310Destiny Wealth Partners, LLC$18.4K1
311Annis Gardner Whiting Capital Advisors, LLC$17.8K1
312Cromwell Holdings LLC$15.9K1
313Quarry LP$15.3K1
314Pinnacle Wealth Planning Services, Inc.$15.1K1
315CENTRAL TRUST Co$13.3K1
316Beacon Financial Strategies CORP$12.9K1
317Hamrick Investment Counsel, llc$12.5K1
318Larson Financial Group LLC$11.7K1
319Johnson Financial Group, Inc.$11.6K1
320ASSETMARK, INC$11.5K1
321Atlantic Union Bankshares Corp$10.7K1
322CVA Family Office, LLC$10.7K1
323Manchester Capital Management LLC$9.5K1
324HRT FINANCIAL LP$8.8K1
325HM PAYSON & CO$8.4K1
326TFC Financial Management, Inc.$7.9K1
327Costello Asset Management, INC$7.4K1
328Transamerica Financial Advisors, LLC$6.9K1
329JFS WEALTH ADVISORS, LLC$6.6K1
330UMB Bank, n.a.$6.5K1
331Private Wealth Management Group, LLC$6.0K1
332Glass Jacobson Investment Advisors llc$5.2K1
333Clearstead Trust, LLC$5.2K1
334Prestige Wealth Management Group LLC$5.1K1
335Millstone Evans Group, LLC$4.9K1
336Sachetta, LLC$4.0K1
337Fairman Group, LLC$4.0K1
338Intentional Wealth Strategies, LLC$3.5K1
339Treasurer of the State of North Carolina$3.2K1
340CANADA LIFE ASSURANCE Co$2.3K1
341ELEVATION WEALTH PARTNERS, LLC$2.2K1
342Signature Equity Partners, LLC$2.2K1
343Activest Wealth Management$2.1K1
344United Financial Planning Group LLC$2.1K1
345BROWN, LISLE/CUMMINGS, INC.$1.9K1
346DELTA ASSET MANAGEMENT LLC/TN$1.8K1
347DiNuzzo Private Wealth, Inc.$1.8K1
348Cherry Tree Wealth Management, LLC$1.6K1
349True Wealth Design, LLC$1.5K1
350THRIVENT FINANCIAL FOR LUTHERANS$1.5K1
351Marquette Asset Management, LLC$1.4K1
352SJS Investment Consulting Inc.$1.3K1
353Kilter Group LLC$1.3K1
354SUMMIT SECURITIES GROUP LLC$1.2K1
355MV CAPITAL MANAGEMENT, INC.$1.1K1
356Bell Investment Advisors, Inc$1.1K1
357Rialto Wealth Management, LLC$1.1K1
358Synergy Investment Management, LLC$9581
359Leonteq Securities AG$8841
360Grove Bank & Trust$8111
361WealthCollab, LLC$8111
362State of Alaska, Department of Revenue$7221
363Vermillion Wealth Management, Inc.$6631
364HFM Investment Advisors, LLC$6631
365Burk Holdings LLC$6631
366Vestcor Inc$5451
367Clayton Financial Group LLC$4431
368MidFirst Bank$4421
369Owl Creek Wealth Partners LLC$3691
370Frazier Financial Advisors, LLC$2951
371NEVILLE RODIE & SHAW INC$2381
372ALGERT GLOBAL LLC$2241
373American Capital Advisory, LLC$2221
374Aspen Investment Management Inc$2211
375KBC Group NV$2191
376STEVENS CAPITAL MANAGEMENT LP$2071
377South Dakota Investment Council$1111
378Quaker Wealth Management, LLC$741
379HAZLETT, BURT & WATSON, INC.$401
380Capital Analysts, LLC$291
381ACADIAN ASSET MANAGEMENT LLC$191
382Capital Advisors, Ltd. LLC$01
383Avion Wealth$01
384SPEECE THORSON CAPITAL GROUP INC$01
385Itau Unibanco Holding S.A.$01
386ISTHMUS PARTNERS, LLC$01
387Bank of New Hampshire$01
Truncated by Public Filings. The published aggregate ranks the top 387 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 HSIC

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for HSIC · financials and macro

Financials — as filed PLANNED

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