Public record / Tickers / IDXX

IDXX — IDEXX LABORATORIES INC /DE

Both disclosure regimes on one name: who in Congress filed about IDXX, 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
39
all PTR rows naming IDXX
Members · 12m
1
0 buys · 4 sells · by trade date
Latest PTR
02-02
filed 2026-02-02
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $100K–$250K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every IDXX row by the provable lower bound, never a point estimate.

1 member · 0 buys / 4 sells

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

1 row 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

20 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. 20 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IDXX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IDXX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-02April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 01-13 +20d$1K–$15K
2026-01-05April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 2025-12-02 +34d$1K–$15K
2025-11-04April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 10-29 +6d$1K–$15K
2025-11-04April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 10-16 +19d$1K–$15K
2025-10-07Byron Donalds R–FL-19PurchaseTraded 09-04 +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 39 ↗

Members active in IDXX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IDXX 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.
April McClain Delaney D–MD-64−$60.0K to −$4.0K2

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

Congress ↔ notable managers · IDXX

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
1 Fundsmith $824M held

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

Merged timeline of congressional filings and notable-manager moves on IDXX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+20,739 sh
2026-05-15Bridgewater Associates 13Fadd+4,156 sh
2026-05-15Fundsmith 13Ftrim−410,249 sh

3 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 IDXX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.9B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$2.2B1
4STATE STREET CORP$2.1B1
5GEODE CAPITAL MANAGEMENT, LLC$1.5B1
6Invesco Ltd.$943M1
7BAMCO INC /NY/$918M1
8Bank of New York Mellon Corp$845M1
9Fundsmith LLP$824M1
10MORGAN STANLEY$739M1
11BLAIR WILLIAM & CO/IL$532M1
12NORTHERN TRUST CORP$512M1
13PRINCIPAL FINANCIAL GROUP INC$495M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$490M1
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$471M1
16Capital Research Global Investors$439M1
17WELLINGTON MANAGEMENT GROUP LLP$413M1
18POLEN CAPITAL MANAGEMENT LLC$391M1
19FRANKLIN RESOURCES INC$372M1
20Legal & General Group Plc$366M1
21Amundi$343M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$343M1
23AMERICAN CENTURY COMPANIES INC$337M1
24DIMENSIONAL FUND ADVISORS LP$322M1
25Capital World Investors$280M1
26BANK OF AMERICA CORP /DE/$274M1
27FUNDSMITH INVESTMENT SERVICES LTD.$271M1
28VANGUARD FIDUCIARY TRUST CO$259M1
29Nuveen, LLC$250M1
30AustralianSuper Pty Ltd$249M1
31NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$224M1
32ROYAL BANK OF CANADA$220M1
33DEUTSCHE BANK AG\$218M1
34CIBC Bancorp USA Inc.$207M1
35WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$198M1
36MONTRUSCO BOLTON INVESTMENTS INC.$187M1
37Clearbridge Investments, LLC$173M1
38UBS Group AG$171M1
39Pictet Asset Management Holding SA$162M1
40FMR LLC$159M1
41RAYMOND JAMES FINANCIAL INC$153M1
42CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$148M1
43Railway Pension Investments Ltd$144M1
44TD ASSET MANAGEMENT INC$133M1
45FIRST TRUST ADVISORS LP$132M1
46Swiss National Bank$132M1
47COMGEST GLOBAL INVESTORS S.A.S.$124M1
48WELLS FARGO & COMPANY/MN$117M1
49Allianz Asset Management GmbH$117M1
50Alyeska Investment Group, L.P.$114M1
51Sumitomo Mitsui Trust Group, Inc.$111M1
52Robeco Institutional Asset Management B.V.$107M1
53Mitsubishi UFJ Asset Management Co., Ltd.$106M1
54SCHRODER INVESTMENT MANAGEMENT GROUP$106M1
55BARCLAYS PLC$105M1
56VICTORY CAPITAL MANAGEMENT INC$103M1
57ENVESTNET ASSET MANAGEMENT INC$103M1
58Vanguard Global Advisers, LLC$98.3M1
59Epoch Investment Partners, Inc.$98.1M1
60RHUMBLINE ADVISERS$97.6M1
61WELCH & FORBES LLC$94.5M1
62CONGRESS ASSET MANAGEMENT CO$93.7M1
63HSBC HOLDINGS PLC$93.4M1
64AMERICAN CAPITAL MANAGEMENT INC$93.3M1
65FEDERATED HERMES, INC.$88.0M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$87.9M1
67Holocene Advisors, LP$83.0M1
68VANGUARD ASSET MANAGEMENT, Ltd$78.4M1
69AMERIPRISE FINANCIAL INC$75.4M1
70HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$75.2M1
71WESTFIELD CAPITAL MANAGEMENT CO LP$74.7M1
72Point72 Asset Management, L.P.$72.6M1
73ProShare Advisors LLC$68.9M1
74National Pension Service$68.8M1
75Corient Private Wealth LLC$68.5M1
76Bank Julius Baer & Co. Ltd, Zurich$68.1M1
77CITIGROUP INC$67.6M1
78BANK OF MONTREAL /CAN/$66.4M1
79Universal- Beteiligungs- und Servicegesellschaft mbH$64.9M1
80ALLIANCEBERNSTEIN L.P.$63.9M1
81BNP Paribas Asset Management Holding S.A.$63.8M1
82Life Cycle Investment Partners Ltd$61.5M1
83BROWN ADVISORY INC$60.7M1
84LGT CAPITAL PARTNERS LTD.$60.7M1
85BRADLEY FOSTER & SARGENT INC/CT$58.2M1
86Stephens Investment Management Group LLC$57.4M1
87Squarepoint Ops LLC$56.4M1
88Quantinno Capital Management LP$56.1M1
89WORLDQUANT MILLENNIUM ADVISORS LLC$55.3M1
90AQR CAPITAL MANAGEMENT LLC$53.8M1
91SEI INVESTMENTS CO$53.1M1
92VOYA INVESTMENT MANAGEMENT LLC$52.8M1
93Aberdeen Group plc$52.4M1
94DAVIS R M INC$51.7M1
95Freestone Grove Partners LP$50.9M1
96Bellevue Group AG$50.1M1
97Bank Pictet & Cie (Europe) AG$50.0M1
98CITADEL ADVISORS LLC$49.2M1
99Assenagon Asset Management S.A.$48.2M1
100Qube Research & Technologies Ltd$48.1M1
101MOGY JOEL R INVESTMENT COUNSEL INC$48.0M1
102Mitsubishi UFJ Trust & Banking Corp$48.0M1
103Baird Financial Group, Inc.$46.4M1
104RIVERBRIDGE PARTNERS LLC$46.4M1
105CANADA PENSION PLAN INVESTMENT BOARD$45.7M1
106Seilern Investment Management Ltd$45.4M1
107Gotham Asset Management, LLC$45.2M1
108Chicago Capital, LLC$43.5M1
109AVIVA PLC$41.4M1
110STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$40.2M1
111Fiera Capital Corp$40.0M1
112MILLENNIUM MANAGEMENT LLC$39.6M1
113TEACHER RETIREMENT SYSTEM OF TEXAS$39.5M1
114NATIONAL BANK OF CANADA /FI/$39.3M1
115PRUDENTIAL FINANCIAL INC$39.2M1
116Manitou Investment Management Ltd.$39.1M1
117ADAGE CAPITAL PARTNERS GP, L.L.C.$38.4M1
118BLI - Banque de Luxembourg Investments$37.4M1
119TREMBLANT CAPITAL GROUP$36.3M1
120Candriam S.C.A.$36.0M1
121Aware Super Pty Ltd as trustee of Aware Super$34.1M1
122Focus Partners Wealth$33.8M1
123BEACON INVESTMENT ADVISORY SERVICES, INC.$33.0M1
124Local Pensions Partnership Investment Ltd$32.7M1
125Curi Capital, LLC$32.1M1
126Quantum Capital Management, LLC / NJ$31.6M1
127MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$31.5M1
128Vantage Investment Partners, LLC$30.4M1
129Asset Management One Co., Ltd.$30.3M1
130NEOS Investment Management LLC$30.1M1
131Biondo Investment Advisors, LLC$29.4M1
132Rockefeller Capital Management L.P.$29.3M1
133STATE OF WISCONSIN INVESTMENT BOARD$28.9M1
134ROYAL LONDON ASSET MANAGEMENT LTD$28.7M1
135ASSETMARK, INC$28.6M1
136Investment Management Corp of Ontario$28.5M1
137EULAV Asset Management$27.7M1
138RENAISSANCE TECHNOLOGIES LLC$27.3M1
139NEW YORK STATE COMMON RETIREMENT FUND$26.9M1
140PFA Pension, Forsikringsaktieselskab$26.8M1
141HOWLAND CAPITAL MANAGEMENT LLC$26.7M1
142Mirae Asset Global Investments Co., Ltd.$26.5M1
143FACTORY MUTUAL INSURANCE CO$25.7M1
144MACKENZIE FINANCIAL CORP$25.7M1
145DANSKE BANK A/S$24.8M1
146KLP KAPITALFORVALTNING AS$24.7M1
147LPL Financial LLC$24.6M1
148NOMURA ASSET MANAGEMENT CO LTD$24.5M1
149Allspring Global Investments Holdings, LLC$24.4M1
150MANUFACTURERS LIFE INSURANCE COMPANY, THE$24.0M1
151Mediolanum International Funds Ltd$23.9M1
152PRUDENTIAL PLC$23.6M1
153APG Asset Management N.V.$23.6M1
154FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$23.3M1
155Ensign Peak Advisors, Inc$23.2M1
156Chevy Chase Trust Holdings, LLC$22.8M1
157DF DENT & CO INC$22.5M1
158Vanguard Investments Australia, Ltd.$22.4M1
159Korea Investment CORP$22.0M1
160Tidal Investments LLC$21.8M1
161VILLERE ST DENIS J & CO LLC$21.8M1
162CIBC Asset Management Inc$21.5M1
163Creative Planning$20.9M1
164Zurcher Kantonalbank (Zurich Cantonalbank)$20.9M1
165SEB Asset Management AB$20.5M1
166INTECH INVESTMENT MANAGEMENT LLC$20.3M1
167NISA INVESTMENT ADVISORS, LLC$20.3M1
168Swedbank AB$20.1M1
169STIFEL FINANCIAL CORP$20.1M1
170CREDIT AGRICOLE S A$19.9M1
171FRONTIER CAPITAL MANAGEMENT CO LLC$19.9M1
172WEITZ INVESTMENT MANAGEMENT, INC.$19.8M1
173NS Partners Ltd$19.8M1
174Marble Harbor Investment Counsel, LLC$19.7M1
175GW HENSSLER & ASSOCIATES LTD$19.6M1
176Man Group plc$19.4M1
177ACADEMY CAPITAL MANAGEMENT$19.3M1
178PARNASSUS INVESTMENTS, LLC$18.4M1
179STATE OF MICHIGAN RETIREMENT SYSTEM$17.6M1
180OSAIC HOLDINGS, INC.$17.6M1
181HUB Investment Partners, LLC$17.6M1
182BOURNE LENT ASSET MANAGEMENT INC$17.5M1
183Swiss Life Asset Management Ltd$17.5M1
184Vinva Investment Management Ltd$17.4M1
185Azimuth Capital Investment Management LLC$17.0M1
186PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$16.7M1
187Andra AP-fonden$16.6M1
188OPPENHEIMER ASSET MANAGEMENT INC.$16.1M1
189HighTower Advisors, LLC$16.0M1
190Envestnet Portfolio Solutions, Inc.$15.9M1
191BRASADA CAPITAL MANAGEMENT, LP$15.6M1
192State of New Jersey Common Pension Fund D$15.5M1
193JUPITER ASSET MANAGEMENT LTD$15.5M1
194FRANKLIN STREET ADVISORS INC /NC$15.0M1
195XPONANCE LLC$15.0M1
196Tredje AP-fonden$14.9M1
197F/m Investments LLC$14.9M1
198FIRST CITIZENS BANK & TRUST CO$14.7M1
199O'SHAUGHNESSY ASSET MANAGEMENT, LLC$14.7M1
200Lansforsakringar Fondforvaltning AB (publ)$14.6M1
201Rafferty Asset Management, LLC$14.6M1
202Resona Asset Management Co.,Ltd.$14.4M1
203Glenview Trust Co$14.1M1
204UMB Bank, n.a.$13.7M1
205Cetera Investment Advisers$13.5M1
206TORONTO DOMINION BANK$13.5M1
207FIFTH THIRD BANCORP$13.4M1
208BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$13.3M1
209Daiwa Securities Group Inc.$13.2M1
210STOREBRAND ASSET MANAGEMENT AS$13.1M1
211Eurizon Capital SGR S.p.A.$13.1M1
212Cornerstone Advisors, LLC$12.8M1
213NISSAY ASSET MANAGEMENT CORP /JAPAN$12.7M1
214HM PAYSON & CO$12.6M1
215MetLife Investment Management, LLC$12.5M1
216Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$12.2M1
217Czech National Bank$12.2M1
218Arizona State Retirement System$12.2M1
219KEYBANK NATIONAL ASSOCIATION/OH$11.8M1
220OP Asset Management Ltd$11.7M1
221MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.7M1
222Cerity Partners LLC$11.5M1
223Progressive Investment Management Corp$11.4M1
224Sienna Gestion$11.1M1
225Pathstone Holdings, LLC$11.0M1
226Wealthfront Advisers LLC$10.5M1
227COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.5M1
228Coalescence Partners Investment Management, LP$10.4M1
229IFM Investors Pty Ltd$10.1M1
230FLOSSBACH VON STORCH SE$10.1M1
231Midwest Trust Co$10.1M1
232NATIXIS$10.1M1
233EFG International AG$10.0M1
234Strategic Global Advisors, LLC$10.0M1
235NORDEA INVESTMENT MANAGEMENT AB$9.8M1
236GUGGENHEIM CAPITAL LLC$9.8M1
237DnB Asset Management AS$9.7M1
238Select Equity Group, L.P.$9.6M1
239Retirement Systems of Alabama$9.5M1
240USS Investment Management Ltd$9.4M1
241Edgestream Partners, L.P.$9.3M1
242CARDEROCK CAPITAL MANAGEMENT INC$9.3M1
243Rakuten Investment Management, Inc.$9.2M1
244Vanguard Personalized Indexing Management, LLC$9.2M1
245B. Metzler seel. Sohn & Co. AG$9.1M1
246Inspire Investing, LLC$9.0M1
247TRUIST FINANCIAL CORP$9.0M1
248FORA Capital, LLC$8.9M1
249JACOBSON & SCHMITT ADVISORS, LLC$8.6M1
250NewEdge Advisors, LLC$8.6M1
251FLPUTNAM INVESTMENT MANAGEMENT CO$8.6M1
252US BANCORP \DE\$8.5M1
253GLENMEDE TRUST CO NA$8.5M1
254Schonfeld Strategic Advisors LLC$8.4M1
255Parkman Healthcare Partners LLC$8.4M1
256JANE STREET GROUP, LLC$8.4M1
257NICOLA WEALTH MANAGEMENT LTD.$8.3M1
258Sanctuary Advisors, LLC$8.1M1
259Great Diamond Partners, LLC$8.1M1
260Cardinal Capital Management$7.9M1
261SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.9M1
262COMMONWEALTH EQUITY SERVICES, LLC$7.8M1
263Y-Intercept (Hong Kong) Ltd$7.7M1
264LAZARD ASSET MANAGEMENT LLC$7.6M1
265Capital International, Inc./CA/$7.6M1
266Silvant Capital Management LLC$7.4M1
267MIDDLETON & CO INC/MA$7.4M1
268CAPITOLIS LIQUID GLOBAL MARKETS LLC$7.4M1
269Moran Wealth Management, LLC$7.4M1
270Utah Retirement Systems$7.3M1
271PUBLIC SECTOR PENSION INVESTMENT BOARD$7.3M1
272KORNITZER CAPITAL MANAGEMENT INC /KS$7.1M1
273NORTHSTAR ASSET MANAGEMENT INC$7.1M1
274OMERS ADMINISTRATION Corp$6.7M1
275Sumitomo Mitsui DS Asset Management Company, Ltd$6.7M1
276NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.7M1
277Advisors Capital Management, LLC$6.7M1
278Elo Mutual Pension Insurance Co$6.5M1
279Long Road Investment Counsel, LLC$6.4M1
280BANK OF NOVA SCOTIA$6.3M1
281BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.2M1
282Ethic Inc.$6.1M1
283Janus Henderson Group Ltd.$6.1M1
284YOUSIF CAPITAL MANAGEMENT, LLC$6.0M1
285Vident Advisory, LLC$6.0M1
286Blue Zone Wealth Advisors, LLC$6.0M1
287Fideuram Asset Management (Ireland) dac$5.9M1
288PITTENGER & ANDERSON INC$5.8M1
289Bridgewater Associates, LP$5.8M1
290Bryn Mawr Trust Advisors, LLC$5.8M1
291Aptus Capital Advisors, LLC$5.7M1
292Atria Investments, Inc$5.6M1
293ANDERSON HOAGLAND & CO$5.6M1
294HOWE & RUSLING INC$5.5M1
295Crossmark Global Holdings, Inc.$5.5M1
296Integrated Advisors Network LLC$5.5M1
297WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.5M1
298PERKINS CAPITAL MANAGEMENT INC$5.5M1
299Crystal Rock Capital Management$5.4M1
300BRANT POINT INVESTMENT MANAGEMENT LLC$5.3M1
301AZZAD ASSET MANAGEMENT INC /ADV$5.3M1
302MERCER GLOBAL ADVISORS INC /ADV$5.3M1
303MACQUARIE GROUP LTD$5.2M1
304SHELTON CAPITAL MANAGEMENT$5.2M1
305Banque Cantonale Vaudoise$5.2M1
306LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$5.2M1
307UniSuper Management Pty Ltd$5.2M1
308OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.1M1
309COMMERCE BANK$5.1M1
310TD Waterhouse Canada Inc.$4.9M1
311RITHOLTZ WEALTH MANAGEMENT$4.9M1
312Orion Porfolio Solutions, LLC$4.8M1
313LaFleur & Godfrey LLC$4.7M1
314NLB Skladi, upravljanje premozenja, d.o.o.$4.6M1
315Linden Thomas Advisory Services, LLC$4.5M1
316Generali Asset Management SPA SGR$4.3M1
317Norinchukin Bank, The$4.3M1
318Summit Asset Management, LLC$4.3M1
319Clear Harbor Asset Management, LLC$4.2M1
320CWA Asset Management Group, LLC$4.1M1
321Caprock Group, LLC$4.1M1
322OSSIAM$4.1M1
323MOODY LYNN LIEBERSON & WALKER, LLC$4.1M1
324FIL Ltd$4.0M1
325Cannell & Spears LLC$4.0M1
326FIRST FOUNDATION ADVISORS$4.0M1
327CIBC WORLD MARKET INC.$4.0M1
328BRIGHT ROCK CAPITAL MANAGEMENT, LLC$3.9M1
329Americana Partners, LLC$3.9M1
330Avanza Fonder AB$3.9M1
331GATEWAY INVESTMENT ADVISERS LLC$3.9M1
332Insight Wealth Strategies, LLC$3.8M1
333FIDUCIARY TRUST CO$3.8M1
334Portland Global Advisors LLC$3.8M1
335HEADINVEST, LLC$3.8M1
336ASR Vermogensbeheer N.V.$3.8M1
337Illinois Municipal Retirement Fund$3.7M1
338UNIVEST FINANCIAL Corp$3.7M1
339Eurizon SLJ Capital Ltd$3.7M1
340REGIONS FINANCIAL CORP$3.7M1
341Groupe la Francaise$3.6M1
342Legal Advantage Investments, Inc.$3.6M1
343&PARTNERS$3.6M1
344Federation des caisses Desjardins du Quebec$3.5M1
345PROFUND ADVISORS LLC$3.4M1
346Apollon Wealth Management, LLC$3.3M1
347Geneos Wealth Management Inc.$3.3M1
348Nutshell Asset Management Ltd$3.3M1
349AE Wealth Management LLC$3.3M1
350Beacon Pointe Advisors, LLC$3.3M1
351Knollwood Investment Advisory, LLC$3.3M1
352CHICAGO TRUST Co NA$3.3M1
353NewEdge Wealth, LLC$3.2M1
354CHILDRESS CAPITAL ADVISORS, LLC$3.2M1
355MGO ONE SEVEN LLC$3.1M1
356CABOT WEALTH MANAGEMENT INC$3.1M1
357OPAL CAPITAL LLC$3.1M1
358Robinson Value Management, Ltd.$3.1M1
359Allworth Financial LP$3.0M1
360CORTLAND ASSOCIATES INC/MO$3.0M1
361Marks Group Wealth Management, Inc$3.0M1
362Vestmark Advisory Solutions, Inc.$3.0M1
363Barbara Oil Co.$2.9M1
364Vontobel Holding Ltd.$2.9M1
365KRAEMATON INVESTMENT ADVISORS, INC$2.9M1
366MML INVESTORS SERVICES, LLC$2.9M1
367CWM, LLC$2.9M1
368Walter Public Investments Inc.$2.9M1
369Kintegral Advisory, LLC$2.9M1
370PFG Advisors$2.9M1
371Metis Global Partners, LLC$2.9M1
372Patten Group, Inc.$2.9M1
373RWA WEALTH PARTNERS, LLC$2.8M1
374Evercore Wealth Management, LLC$2.8M1
375MONETA GROUP INVESTMENT ADVISORS LLC$2.8M1
376Brooklyn Investment Group$2.8M1
377J.W. COLE ADVISORS, INC.$2.7M1
378ONTARIO TEACHERS PENSION PLAN BOARD$2.7M1
379MIZUHO SECURITIES USA LLC$2.7M1
380Tsai Capital Corp$2.7M1
381Transamerica Financial Advisors, LLC$2.7M1
382KING LUTHER CAPITAL MANAGEMENT CORP$2.7M1
383Equitable Holdings, Inc.$2.7M1
384Sequoia Financial Advisors, LLC$2.6M1
385J. Stern & Co. LLP$2.6M1
386Norway Savings Bank$2.6M1
387Greenfield Seitz Capital Management, LLC$2.6M1
388HARTFORD INVESTMENT MANAGEMENT CO$2.6M1
389Tower Research Capital LLC (TRC)$2.5M1
390BIRCHBROOK, INC.$2.5M1
391XTX Topco Ltd$2.5M1
392Osmosis Investment Management UK Ltd$2.5M1
393TOKIO MARINE ASSET MANAGEMENT CO LTD$2.5M1
394M&T BANK CORP$2.5M1
395MidFirst Bank$2.5M1
396Callan Family Office, LLC$2.4M1
397GRIMES & Co WEALTH MANAGEMENT, LLC$2.4M1
398HB Wealth Management, LLC$2.4M1
399BENJAMIN EDWARDS INC$2.4M1
400Banque Transatlantique SA$2.4M1
401Empowered Funds, LLC$2.3M1
402Martin Capital Advisors, LLP$2.3M1
403GREAT LAKES ADVISORS, LLC$2.3M1
404Ramsay, Stattman, Vela & Price, Inc.$2.3M1
405Maryland State Retirement & Pension System$2.2M1
406TEMA ETFS LLC$2.2M1
407J. Safra Sarasin Holding AG$2.2M1
408Dash Acquisitions Inc.$2.2M1
409D L CARLSON INVESTMENT GROUP INC$2.2M1
410Lido Advisors, LLC$2.2M1
411LGT Group Foundation$2.2M1
412BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.2M1
413NORDEN GROUP LLC$2.2M1
414Foundry Financial LLC$2.2M1
415New England Research & Management, Inc.$2.1M1
416ABN AMRO INVESTMENT SOLUTIONS$2.1M1
417Summit Trail Advisors, LLC$2.1M1
418Merit Financial Group, LLC$2.1M1
419FORTEM FINANCIAL GROUP, LLC$2.1M1
420Granite Investment Partners, LLC$2.1M1
421Performance Wealth Partners, LLC$2.1M1
422Global X Japan Co., Ltd.$2.1M1
423WIMMER ASSOCIATES 1, LLC$2.1M1
424Dai-ichi Life Insurance Company, Ltd$2.0M1
425PEAK6 LLC$2.0M1
426Taylor Frigon Capital Management LLC$2.0M1
427Ameritas Investment Partners, Inc.$2.0M1
428AG2R LA MONDIALE GESTION D'ACTIFS$2.0M1
429JENSEN INVESTMENT MANAGEMENT INC$2.0M1
430UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.0M1
431New Age Alpha Advisors, LLC$1.9M1
432Wealthspire Advisors, LLC$1.9M1
433MEYER HANDELMAN CO$1.9M1
434E Fund Management Co., Ltd.$1.9M1
435Portside Wealth Group, LLC$1.9M1
436Taproot Management LP$1.9M1
437PKO Investment Management Joint-Stock Co$1.9M1
438Procyon Advisors, LLC$1.9M1
439STEPHENS INC /AR/$1.9M1
440Sterling Capital Management LLC$1.9M1
441MUFG Securities EMEA plc$1.8M1
442LBP AM SA$1.8M1
443Wedmont Private Capital$1.8M1
444Aries Wealth Management$1.8M1
445Waverly Advisors, LLC$1.8M1
446Steward Partners Investment Advisory, LLC$1.8M1
447DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.7M1
448Plato Investment Management Ltd$1.7M1
449Mariner, LLC$1.7M1
450PLATINUM INVESTMENT MANAGEMENT LTD$1.7M1
451Atlantic Union Bankshares Corp$1.7M1
452Lincoln Capital LLC$1.7M1
453OPPENHEIMER & CO INC$1.7M1
454Archford Capital Strategies, LLC$1.7M1
455AXQ CAPITAL, LP$1.7M1
456Banco Santander, S.A.$1.7M1
457GKV Capital Management Co., Inc.$1.7M1
458Saudi Central Bank$1.7M1
459Laird Norton Wetherby Trust Company, LLC$1.7M1
460EADS & HEALD WEALTH MANAGEMENT$1.6M1
461D.A. DAVIDSON & CO.$1.6M1
462Kestra Advisory Services, LLC$1.6M1
463OFI INVEST ASSET MANAGEMENT$1.6M1
464Empirical Finance, LLC$1.6M1
465QRG CAPITAL MANAGEMENT, INC.$1.6M1
466DAVENPORT & Co LLC$1.6M1
467NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.5M1
468Advisors Asset Management, Inc.$1.5M1
469Virtus Investment Advisers, LLC$1.5M1
470Cresset Asset Management, LLC$1.5M1
471Titan Investment Management LLC$1.5M1
472Kovack Advisors, Inc.$1.5M1
473North Dakota State Investment Board$1.5M1
474Grantham, Mayo, Van Otterloo & Co. LLC$1.5M1
475WealthShield Partners, LLC$1.5M1
476NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M1
477Lombard Odier Asset Management (Switzerland) SA$1.4M1
478Genus Capital Management Inc.$1.4M1
479Private Advisor Group, LLC$1.4M1
480PRINCIPAL SECURITIES, INC.$1.4M1
481Choate Investment Advisors$1.4M1
482Inspire Advisors, LLC$1.3M1
483Pacific Point Advisors, LLC$1.3M1
484STEINBERGANNA WEALTH MANAGEMENT$1.3M1
485Charter Oak Capital Management, LLC$1.3M1
486PARAGON CAPITAL MANAGEMENT INC$1.3M1
487Jefferies Financial Group Inc.$1.3M1
488Live Oak Investment Partners$1.3M1
489Voleon Capital Management LP$1.3M1
490MUFG SECURITIES AMERICAS INC.$1.2M1
491PENOBSCOT WEALTH MANAGEMENT$1.2M1
492Valmark Advisers, Inc.$1.2M1
493SECURIAN ASSET MANAGEMENT, INC$1.2M1
494BAILARD, INC.$1.2M1
495Painted Porch Advisors LLC$1.2M1
496Clearstead Advisors, LLC$1.2M1
497FLAGSHIP HARBOR ADVISORS, LLC$1.2M1
498EP Wealth Advisors, LLC$1.2M1
499AMF Tjanstepension AB$1.2M1
500CURA WEALTH ADVISORS, LLC$1.2M1
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 / 4 sell
Congress net ($ bound)−$60.0K to −$4.0K
Filers net (actions)not in build
Filers net ($ 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 IDXX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for IDXX · financials and macro

Financials — as filed PLANNED

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