Public record / Tickers / LH

LH — LABCORP HOLDINGS INC.

Both disclosure regimes on one name: who in Congress filed about LH, 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 LH
Members · 12m
2
7 buys · 4 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
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

Bradley Scott Schneider · $250K–$500K

Sale · traded 2018-09-05 → filed 2018-10-08. Ranked over every LH row by the provable lower bound, never a point estimate.

2 members · 7 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.

7 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

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 LH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-07 +33d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-06 +34d$1K–$15K
2026-09-09April McClain Delaney D–MD-6Sale · partial · DC (partial sale, dependent-child-owned)Traded 08-05 +35d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$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 LH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing LH 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-610−$289K to −$13.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · LH

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
1 April McClain Delaney D–MD-6 $103K–$295K

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

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $48.6M held

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

Merged timeline of congressional filings and notable-manager moves on LH
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$100K–$250K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-09-09April McClain Delaney CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+20,535 sh
2026-05-15Bridgewater Associates 13Ftrim−6,182 sh
2026-05-14Caxton Associates 13Ftrim−1,986 sh

8 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 LH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
3STATE STREET CORP$1.0B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$982M1
5Boston Partners$632M1
6Allspring Global Investments Holdings, LLC$607M1
7GEODE CAPITAL MANAGEMENT, LLC$581M1
8Select Equity Group, L.P.$580M1
9MORGAN STANLEY$400M1
10DIMENSIONAL FUND ADVISORS LP$356M1
11Invesco Ltd.$351M1
12FMR LLC$344M1
13NORDEA INVESTMENT MANAGEMENT AB$276M1
14NORTHERN TRUST CORP$266M1
15Navera Investment Management Ltd.$261M1
16WELLINGTON MANAGEMENT GROUP LLP$256M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$240M1
18ALLIANCEBERNSTEIN L.P.$220M1
19ROYAL BANK OF CANADA$219M1
20AMERICAN CENTURY COMPANIES INC$216M1
21HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$198M1
22BANK OF AMERICA CORP /DE/$193M1
23Legal & General Group Plc$179M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$172M1
25UBS Group AG$151M1
26MASSACHUSETTS FINANCIAL SERVICES CO /MA/$148M1
27VANGUARD FIDUCIARY TRUST CO$124M1
28Woodline Partners LP$119M1
29LAZARD ASSET MANAGEMENT LLC$105M1
30DEUTSCHE BANK AG\$101M1
31Alyeska Investment Group, L.P.$99.7M1
32ARIEL INVESTMENTS, LLC$94.5M1
33WELLS FARGO & COMPANY/MN$85.8M1
34EARNEST PARTNERS LLC$83.5M1
35Amundi$73.2M1
36Point72 Asset Management, L.P.$69.3M1
37ENVESTNET ASSET MANAGEMENT INC$68.2M1
38BRANDES INVESTMENT PARTNERS, LP$65.5M1
39Nuveen, LLC$65.3M1
40Swiss National Bank$64.9M1
41FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$61.5M1
42SEI INVESTMENTS CO$59.7M1
43FIRST TRUST ADVISORS LP$58.0M1
44Allianz Asset Management GmbH$57.3M1
45CAMBIAR INVESTORS LLC$54.9M1
46HSBC HOLDINGS PLC$53.5M1
47JOHNSON INVESTMENT COUNSEL INC$53.2M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$52.1M1
49National Pension Service$50.6M1
50Mitsubishi UFJ Asset Management Co., Ltd.$49.3M1
51BANK OF MONTREAL /CAN/$48.8M1
52Gotham Asset Management, LLC$48.6M1
53Vanguard Global Advisers, LLC$48.6M1
54Cannell & Spears LLC$40.4M1
55VANGUARD ASSET MANAGEMENT, Ltd$39.0M1
56Squarepoint Ops LLC$37.4M1
57CITIGROUP INC$36.3M1
58Janus Henderson Group Ltd.$34.4M1
59MILLENNIUM MANAGEMENT LLC$33.2M1
60Sequoia Financial Advisors, LLC$32.2M1
61WS MANAGEMENT LLLP$30.3M1
62VICTORY CAPITAL MANAGEMENT INC$29.1M1
63ADAGE CAPITAL PARTNERS GP, L.L.C.$28.3M1
64RAYMOND JAMES FINANCIAL INC$27.6M1
65CLIFFORD SWAN INVESTMENT COUNSEL LLC$27.5M1
66Universal- Beteiligungs- und Servicegesellschaft mbH$26.5M1
67WEITZ INVESTMENT MANAGEMENT, INC.$26.4M1
68Quantinno Capital Management LP$25.8M1
69STIFEL FINANCIAL CORP$24.8M1
70PRINCIPAL FINANCIAL GROUP INC$24.6M1
71Man Group plc$24.2M1
72Cerity Partners LLC$22.7M1
73ZACKS INVESTMENT MANAGEMENT$22.5M1
74MCRAE CAPITAL MANAGEMENT INC$22.3M1
75Zurich Insurance Group Ltd/FI$21.7M1
76HighTower Advisors, LLC$20.8M1
77ASSETMARK, INC$20.8M1
78FRANKLIN RESOURCES INC$20.7M1
79Eurizon Capital SGR S.p.A.$20.6M1
80OSTERWEIS CAPITAL MANAGEMENT INC$20.5M1
81BROWN ADVISORY INC$20.2M1
82AVIVA PLC$19.2M1
83Stack Financial Management, Inc$19.1M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$19.1M1
85CITADEL ADVISORS LLC$19.0M1
86Aberdeen Group plc$18.9M1
87Ironvine Capital Partners, LLC$17.5M1
88Mill Capital Management, LLC$17.2M1
89Cornerstone Advisors, LLC$17.1M1
90Heron Bay Capital Management$16.9M1
91Birch Hill Investment Advisors LLC$16.3M1
92Illinois Municipal Retirement Fund$15.9M1
93FIFTH THIRD BANCORP$15.5M1
94Assenagon Asset Management S.A.$15.1M1
95NEEDHAM INVESTMENT MANAGEMENT LLC$15.0M1
96BNP Paribas Asset Management Holding S.A.$14.6M1
97LPL Financial LLC$14.5M1
98AQR CAPITAL MANAGEMENT LLC$14.4M1
99Swedbank AB$14.2M1
100NATIONAL BANK OF CANADA /FI/$14.1M1
101SCOTIA CAPITAL INC.$13.0M1
102Pictet Asset Management Holding SA$12.4M1
103NEW YORK STATE COMMON RETIREMENT FUND$12.1M1
104Chevy Chase Trust Holdings, LLC$11.9M1
105STATE OF WISCONSIN INVESTMENT BOARD$11.8M1
106PRUDENTIAL FINANCIAL INC$11.8M1
107Zurcher Kantonalbank (Zurich Cantonalbank)$11.8M1
108Leeward Investments, LLC - MA$11.7M1
109MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.7M1
110Calamos Advisors LLC$11.6M1
111Pinnacle Financial Partners, Inc.$11.5M1
112Vanguard Investments Australia, Ltd.$10.9M1
113COBALT CAPITAL MANAGEMENT, INC.$10.7M1
114Channing Capital Management, LLC$10.4M1
115WEYBOSSET RESEARCH & MANAGEMENT LLC$10.3M1
116DANSKE BANK A/S$10.3M1
117FIL Ltd$10.1M1
118ROYAL LONDON ASSET MANAGEMENT LTD$10.0M1
119TOCQUEVILLE ASSET MANAGEMENT L.P.$10.0M1
120APG Asset Management N.V.$9.8M1
121DnB Asset Management AS$9.8M1
122Korea Investment CORP$9.7M1
123CIBC Bancorp USA Inc.$9.6M1
124MAI Capital Management$9.5M1
125Asset Management One Co., Ltd.$9.5M1
126GHP Investment Advisors, Inc.$9.2M1
127TD ASSET MANAGEMENT INC$9.2M1
128Tredje AP-fonden$8.9M1
129SFE Investment Counsel$8.8M1
130Marietta Wealth Management, LLC$8.6M1
131KLP KAPITALFORVALTNING AS$8.4M1
132CONTRAVISORY INVESTMENT MANAGEMENT, INC.$8.3M1
133NorthCrest Asset Manangement, LLC$8.3M1
134Cetera Investment Advisers$8.1M1
135NOMURA ASSET MANAGEMENT CO LTD$7.9M1
136KCM INVESTMENT ADVISORS LLC$7.9M1
137Atlantic Union Bankshares Corp$7.9M1
138PFA Pension, Forsikringsaktieselskab$7.8M1
139Vident Advisory, LLC$7.8M1
140OSAIC HOLDINGS, INC.$7.5M1
141State of New Jersey Common Pension Fund D$7.4M1
142Lansforsakringar Fondforvaltning AB (publ)$7.2M1
143Tidal Investments LLC$7.2M1
144Resona Asset Management Co.,Ltd.$7.0M1
145TRUIST FINANCIAL CORP$6.6M1
146WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.6M1
147TORONTO DOMINION BANK$6.5M1
148FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.5M1
149MBL Wealth, LLC$6.2M1
150STATE OF MICHIGAN RETIREMENT SYSTEM$6.2M1
151M. Kulyk & Associates, LLC$6.2M1
152Te Ahumairangi Investment Management Ltd$6.2M1
153Czech National Bank$6.0M1
154Arizona State Retirement System$6.0M1
155BALYASNY ASSET MANAGEMENT L.P.$6.0M1
156Mariner, LLC$5.7M1
157LEVIN CAPITAL STRATEGIES, L.P.$5.6M1
158MARTIN & CO INC /TN/$5.6M1
159CIBC Asset Management Inc$5.3M1
160US BANCORP \DE\$5.3M1
161MetLife Investment Management, LLC$5.2M1
162COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.2M1
163SECTOR GAMMA AS$5.1M1
164ODDO BHF ASSET MANAGEMENT SAS$5.1M1
165D.A. DAVIDSON & CO.$5.0M1
166SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9M1
167Generali Asset Management SPA SGR$4.9M1
168American Assets Investment Management, LLC$4.8M1
169Mirae Asset Global Investments Co., Ltd.$4.7M1
170VOYA INVESTMENT MANAGEMENT LLC$4.7M1
171Retirement Systems of Alabama$4.7M1
172Swiss Life Asset Management Ltd$4.7M1
173Creative Planning$4.7M1
174IFM Investors Pty Ltd$4.6M1
175MACKENZIE FINANCIAL CORP$4.6M1
176Corient Private Wealth LLC$4.6M1
177Wilmington Savings Fund Society, FSB$4.6M1
178MERCER GLOBAL ADVISORS INC /ADV$4.5M1
179SEB Asset Management AB$4.5M1
180COMMONWEALTH EQUITY SERVICES, LLC$4.4M1
181Focus Partners Wealth$4.3M1
182Dakota Wealth Management$4.3M1
183Southeast Asset Advisors, LLC$4.3M1
184SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.3M1
185MML INVESTORS SERVICES, LLC$4.1M1
186Orion Porfolio Solutions, LLC$4.0M1
187REGIONS FINANCIAL CORP$4.0M1
188XPONANCE LLC$4.0M1
189CAPITAL CITY TRUST CO/FL$3.9M1
190First Financial Group Corp$3.9M1
191BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.9M1
192M&T BANK CORP$3.9M1
193SP Asset Management LLC$3.8M1
194Daiwa Securities Group Inc.$3.8M1
195Vanguard Personalized Indexing Management, LLC$3.8M1
196Rockefeller Capital Management L.P.$3.8M1
197COMMERCE BANK$3.7M1
198IEQ CAPITAL, LLC$3.7M1
199Inlet Private Wealth, LLC$3.7M1
200ROMANO BROTHERS AND COMPANY$3.6M1
201Utah Retirement Systems$3.6M1
202Kestra Advisory Services, LLC$3.6M1
203USS Investment Management Ltd$3.6M1
204PUBLIC SECTOR PENSION INVESTMENT BOARD$3.6M1
205Ethic Inc.$3.6M1
206SMITHBRIDGE ASSET MANAGEMENT INC/DE$3.6M1
207Linscomb Wealth, Inc.$3.4M1
208FIRST FOUNDATION ADVISORS$3.4M1
209ProShare Advisors LLC$3.4M1
210Pathstone Holdings, LLC$3.4M1
211NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.3M1
212Federation des caisses Desjardins du Quebec$3.2M1
213BLAIR WILLIAM & CO/IL$3.2M1
214MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.2M1
215BANK OF NOVA SCOTIA$3.2M1
216Independent Advisor Alliance$3.1M1
217NATIXIS$3.1M1
218OPPENHEIMER ASSET MANAGEMENT INC.$3.1M1
219Carmel Capital Partners, LLC$3.1M1
220Northwest & Ethical Investments L.P.$3.1M1
221BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.0M1
222Taproot Management LP$3.0M1
223O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
224Unison Advisors LLC$3.0M1
225Candriam S.C.A.$3.0M1
226NEOS Investment Management LLC$3.0M1
227Bridgewater Associates, LP$3.0M1
228Empowered Funds, LLC$3.0M1
229American Capital Advisory, LLC$2.9M1
230NISSAY ASSET MANAGEMENT CORP /JAPAN$2.9M1
231Accredited Investors Inc.$2.8M1
232Jefferies Financial Group Inc.$2.8M1
233TRITONPOINT WEALTH, LLC$2.8M1
234Sumitomo Mitsui DS Asset Management Company, Ltd$2.8M1
235UniSuper Management Pty Ltd$2.6M1
2361832 Asset Management L.P.$2.6M1
237Sanctuary Advisors, LLC$2.6M1
238SALEM INVESTMENT COUNSELORS INC$2.6M1
239&PARTNERS$2.6M1
240NewEdge Advisors, LLC$2.6M1
241Ensign Peak Advisors, Inc$2.6M1
242STOREBRAND ASSET MANAGEMENT AS$2.6M1
243OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.5M1
244Clearstead Advisors, LLC$2.5M1
245SYSTEMATIC FINANCIAL MANAGEMENT LP$2.5M1
246SHAYNE & JACOBS, LLC$2.4M1
247Atria Investments, Inc$2.4M1
248BURNEY CO/$2.4M1
249Wealthfront Advisers LLC$2.4M1
250MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.4M1
251OP Asset Management Ltd$2.3M1
252Penobscot Investment Management Company, Inc.$2.2M1
253William B. Walkup & Associates, Inc.$2.2M1
254DAYMARK WEALTH PARTNERS, LLC$2.2M1
255Private Advisor Group, LLC$2.2M1
256CREDIT AGRICOLE S A$2.2M1
257Dana Investment Advisors, Inc.$2.2M1
258UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.1M1
259Forvis Mazars Wealth Advisors, LLC$2.1M1
260EXENCIAL WEALTH ADVISORS, LLC$2.1M1
261Summit Place Financial Advisors, LLC$2.1M1
262MACQUARIE GROUP LTD$2.1M1
263BDF-GESTION$2.0M1
264Blueshift Asset Management, LLC$2.0M1
265Clear Harbor Asset Management, LLC$1.9M1
266GUGGENHEIM CAPITAL LLC$1.9M1
267ALPINE WOODS CAPITAL INVESTORS, LLC$1.9M1
268CWM, LLC$1.9M1
269Baker Ellis Asset Management LLC$1.9M1
270Prudent Man Advisors, LLC$1.9M1
271Riverview Capital Advisers, LLC$1.8M1
272PRINCIPAL SECURITIES, INC.$1.8M1
273XTX Topco Ltd$1.7M1
274LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.7M1
275Allworth Financial LP$1.7M1
276Rafferty Asset Management, LLC$1.7M1
2772Xideas AG$1.7M1
278CHOREO, LLC$1.7M1
279Pullen Investment Management, LLC$1.7M1
280Havemeyer Place LP$1.7M1
281AlphaCore Capital LLC$1.6M1
282Roundview Capital LLC$1.6M1
283Investment Management Corp of Ontario$1.6M1
284OneDigital Investment Advisors LLC$1.6M1
285Summit Trail Advisors, LLC$1.5M1
286Meridian Financial Partners LLC$1.5M1
287HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
288Norinchukin Bank, The$1.3M1
289MIZUHO SECURITIES USA LLC$1.3M1
290TWO SIGMA SECURITIES, LLC$1.3M1
291CAXTON ASSOCIATES LLP$1.3M1
292MONTGOMERY INVESTMENT MANAGEMENT INC$1.3M1
293JANE STREET GROUP, LLC$1.3M1
294Robeco Institutional Asset Management B.V.$1.3M1
295Quantum Portfolio Management LLC$1.2M1
296FULLER & THALER ASSET MANAGEMENT, INC.$1.2M1
2973Chopt Investment Partners, LLC$1.2M1
298Envestnet Portfolio Solutions, Inc.$1.1M1
299Inspire Advisors, LLC$1.1M1
300HOLDERNESS INVESTMENTS CO$1.1M1
301East Coast Asset Management, LLC.$1.1M1
302Manchester Capital Management LLC$1.1M1
303Merit Financial Group, LLC$1.1M1
304Lombard Odier Asset Management (Switzerland) SA$1.1M1
305Baird Financial Group, Inc.$1.1M1
306NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
307Maryland State Retirement & Pension System$1.1M1
308Resonant Capital Advisors, LLC$1.1M1
309Strategic Advisors LLC$1.1M1
310Advisors Asset Management, Inc.$1.1M1
311Alexander Randolph Advisory, Inc.$1.1M1
312Savant Capital, LLC$1.1M1
313SCHRODER INVESTMENT MANAGEMENT GROUP$1.1M1
314Insight Inv LLC$1.0M1
315Triangle Securities Wealth Management$1.0M1
316Crossmark Global Holdings, Inc.$1.0M1
317DAVENPORT & Co LLC$1.0M1
318Advocacy Wealth Management, LLC$1.0M1
319Metis Global Partners, LLC$1.0M1
320Brooklyn Investment Group$1.0M1
321HB Wealth Management, LLC$996K1
322VEGA INVESTMENT SOLUTIONS$992K1
323Dai-ichi Life Insurance Company, Ltd$991K1
324Freestone Grove Partners LP$991K1
325Avior Wealth Management, LLC$983K1
326Avidian Wealth Enterprises, LLC$983K1
327LOM Asset Management Ltd$983K1
328Grove Bank & Trust$980K1
329Cooper Financial Group$971K1
330IMC-Chicago, LLC$963K1
331VISTA INVESTMENT MANAGEMENT$958K1
332ASR Vermogensbeheer N.V.$953K1
333CIBC WORLD MARKET INC.$950K1
334Rehmann Capital Advisory Group$946K1
335Cornell Pochily Investment Advisors, Inc.$926K1
336Curated Wealth Partners LLC$922K1
337Lighthouse Investment Partners, LLC$920K1
338FOX RUN MANAGEMENT, L.L.C.$911K1
339BOYAR ASSET MANAGEMENT INC.$910K1
340MUFG Securities EMEA plc$910K1
341INTRUST BANK NA$901K1
342Waverly Advisors, LLC$884K1
343Verition Fund Management LLC$872K1
344Concurrent Investment Advisors, LLC$872K1
345QRG CAPITAL MANAGEMENT, INC.$862K1
346Alamea Verwaltungs GmbH$817K1
347Saudi Central Bank$816K1
348INVESTMENT ADVISORY SERVICES INC /TX /ADV$815K1
349GATEWAY INVESTMENT ADVISERS LLC$814K1
350Empirical Finance, LLC$812K1
351Chicago Capital, LLC$800K1
352Vann Equity Management LLC$798K1
353Laird Norton Wetherby Trust Company, LLC$795K1
354INTECH INVESTMENT MANAGEMENT LLC$788K1
355ABN AMRO INVESTMENT SOLUTIONS$788K1
356Vontobel Holding Ltd.$785K1
357TOKIO MARINE ASSET MANAGEMENT CO LTD$784K1
358SKBA CAPITAL MANAGEMENT LLC$774K1
359Centiva Capital, LP$774K1
360Wealthspire Advisors, LLC$772K1
361EDMOND DE ROTHSCHILD HOLDING S.A.$760K1
362Caprock Group, LLC$756K1
363IRIDIAN ASSET MANAGEMENT LLC/CT$754K1
364Storgate, LLC$753K1
365Siemens Fonds Invest GmbH$751K1
366EVERMAY WEALTH MANAGEMENT LLC$749K1
367Index Technologies Group LLC$736K1
368Connecticut Wealth Management, LLC$732K1
369Ashton Thomas Private Wealth, LLC$716K1
370ELEVATION POINT WEALTH PARTNERS, LLC$713K1
371NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$708K1
372OFI INVEST ASSET MANAGEMENT$708K1
373Strathmore Capital Advisors, Inc.$677K1
374RWA WEALTH PARTNERS, LLC$676K1
375NORDEN GROUP LLC$666K1
376Essex Financial Services, Inc.$664K1
377FULTON BANK, N.A.$663K1
378DUNCKER STREETT & CO INC$646K1
379North Dakota State Investment Board$644K1
380Parisi Gray Wealth Management$641K1
381BENJAMIN EDWARDS INC$641K1
382Ausdal Financial Partners, Inc.$628K1
383PARSONS CAPITAL MANAGEMENT INC/RI$627K1
384INDEPENDENT FINANCIAL GROUP, LLC$624K1
385Wealthcare Advisory Partners LLC$617K1
386Cresset Asset Management, LLC$616K1
387Bryn Mawr Trust Advisors, LLC$606K1
388Tempus Wealth Planning, LLC$602K1
389SECURIAN ASSET MANAGEMENT, INC$599K1
390CFO CAPITAL MANAGEMENT LLC$598K1
391Marble Wealth, LLC$597K1
392VIAWEALTH, LLC$597K1
393HM PAYSON & CO$591K1
394Aptus Capital Advisors, LLC$587K1
395Farringdon Capital, Ltd.$582K1
396Beacon Pointe Advisors, LLC$582K1
397Qtron Investments LLC$580K1
398AZZAD ASSET MANAGEMENT INC /ADV$578K1
399COLDSTREAM CAPITAL MANAGEMENT INC$568K1
400nVerses Capital, LLC$553K1
401WASHINGTON CAPITAL MANAGEMENT, INC$551K1
402MCF Advisors LLC$549K1
403Vise Technologies, Inc.$547K1
404BBR PARTNERS, LLC$545K1
405GREAT VALLEY ADVISOR GROUP, INC.$541K1
406NorthRock Partners, LLC$525K1
407TRED AVON FAMILY WEALTH, LLC$521K1
408ANGELES WEALTH MANAGEMENT, LLC$519K1
409Inscription Capital, LLC$519K1
410KESTRA PRIVATE WEALTH SERVICES, LLC$514K1
411Johnson Financial Group, Inc.$500K1
412WEBSTER BANK, N. A.$495K1
413Gilman Hill Asset Management, LLC$488K1
414Equitable Holdings, Inc.$485K1
415Barry Investment Advisors, LLC$485K1
416GUARDIAN WEALTH ADVISORS, LLC / NC$477K1
417PRUDENTIAL PLC$475K1
418Legacy Capital Group California, Inc.$470K1
419TEMA ETFS LLC$470K1
420Snowden Capital Advisors LLC$467K1
421WESCAP Management Group, Inc.$463K1
422Ducere Wealth Management LLC$460K1
423SHEETS SMITH WEALTH MANAGEMENT$454K1
424EVOLVE PRIVATE WEALTH, LLC$450K1
425EP Wealth Advisors, LLC$448K1
426Peak Asset Management, LLC$440K1
427Curi Capital, LLC$439K1
428KEYBANK NATIONAL ASSOCIATION/OH$436K1
429Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$435K1
430MAVERICK CAPITAL LTD$426K1
431RITHOLTZ WEALTH MANAGEMENT$425K1
432Krilogy Financial LLC$424K1
433VestGen Advisors, LLC$418K1
434Apollon Wealth Management, LLC$418K1
435Stratos Wealth Partners, LTD.$418K1
436Hutchens & Kramer Investment Management Group, LLC$413K1
437Shepherd Street Advisors LLC$411K1
438MONETA GROUP INVESTMENT ADVISORS LLC$409K1
439BCS Private Wealth Management, Inc.$403K1
440Grandview Asset Management LLC$403K1
441Procyon Advisors, LLC$402K1
442World Investment Advisors$398K1
443Coastal Bridge Advisors, LLC$396K1
444SFMG, LLC$395K1
445EAGLE ROCK INVESTMENT COMPANY, LLC$387K1
446OMERS ADMINISTRATION Corp$384K1
447Integrated Advisors Network LLC$384K1
448Marble Harbor Investment Counsel, LLC$383K1
449E Fund Management Co., Ltd.$383K1
450AE Wealth Management LLC$379K1
451Modera Wealth Management, LLC$377K1
452Lido Advisors, LLC$367K1
453Accurate Wealth Management, LLC$366K1
454Steward Partners Investment Advisory, LLC$366K1
455Larson Financial Group LLC$365K1
456Moss Adams Wealth Advisors LLC$364K1
457CI INVESTMENTS INC.$361K1
458Advisors Capital Management, LLC$361K1
459BOOTHBAY FUND MANAGEMENT, LLC$359K1
460Callan Family Office, LLC$357K1
461Destination Wealth Management$357K1
462Carnegie Investment Counsel$356K1
463EVERGREEN CAPITAL MANAGEMENT LLC$355K1
464WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$350K1
465Foresight Global Investors, Inc.$342K1
466FIRST MANHATTAN CO. LLC.$342K1
467PANAGORA ASSET MANAGEMENT INC$341K1
468Camelot Portfolios, LLC$339K1
469Choate Investment Advisors$339K1
470CHATHAM CAPITAL GROUP, INC.$336K1
471Womack Financial LLC$335K1
472CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$333K1
473TEACHER RETIREMENT SYSTEM OF TEXAS$332K1
474BRAVE ASSET MANAGEMENT INC$332K1
475QUADRANT CAPITAL GROUP LLC$332K1
476DoubleLine ETF Adviser LP$332K1
477Smartleaf Asset Management LLC$331K1
478PFG Investments, LLC$329K1
479FRONTIER CAPITAL MANAGEMENT CO LLC$329K1
480CM WEALTH ADVISORS LLC$329K1
481GeoWealth Management, LLC$325K1
482Financial Sense Advisors, Inc.$324K1
483Marex Group Ltd$320K1
484Ballentine Partners, LLC$317K1
485Key FInancial Inc$316K1
486EXCHANGE TRADED CONCEPTS, LLC$313K1
487CIDEL ASSET MANAGEMENT INC$307K1
488Formidable Asset Management, LLC$307K1
489Dynamic Advisor Solutions LLC$306K1
490PINNACLE ASSOCIATES LTD$306K1
491Ipswich Investment Management Co., Inc.$305K1
492SATOVSKY ASSET MANAGEMENT LLC$304K1
493BlackDiamond Wealth Management, LLC$303K1
494STEPHENS INC /AR/$301K1
495MATHER GROUP, LLC.$301K1
496PRELUDE CAPITAL MANAGEMENT, LLC$300K1
497PETTYJOHN, WOOD & WHITE, INC$300K1
498Checchi Capital Advisers, LLC$299K1
499MQS Management LLC$296K1
500LEVEL FOUR ADVISORY SERVICES, LLC$296K1
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)7 buy / 4 sell
Congress net ($ bound)−$288K to $2.0K
Filers net (actions)not in build
Filers net ($ 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 LH

RETAINED WINDOW · ACTIVE HITS
Signal hits naming LH
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for LH · financials and macro

Financials — as filed PLANNED

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