Public record / Tickers / MKC

MKC — MCCORMICK & CO INC

Both disclosure regimes on one name: who in Congress filed about MKC, 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
22
all PTR rows naming MKC
Members · 12m
2
1 buys · 3 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
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

Sara Jacobs · $15.0K–$50.0K

Sale · traded 2021-04-09 → filed 2021-05-28. Ranked over every MKC row by the provable lower bound, never a point estimate.

2 members · 1 buys / 3 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

11 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. 11 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MKC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MKC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-03-12Julia Letlow R–LA-5SaleTraded 02-02 +38d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2024-10-23 LATE·447d$1K–$15K
2025-10-07Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 09-25 +12d$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 22 ↗

Members active in MKC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MKC 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Julia Letlow R–LA-51−$15.0K to −$1.0K2

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

Congress ↔ notable managers · MKC

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

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

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

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · MCCORMICK & CO INC

Merged timeline of congressional filings and notable-manager moves on MKC
DateWhoChangeSize
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-05-15Tudor Investment Corp 13Fnew+192,508 sh
2026-05-15Soros Fund Management 13Fnew+102,761 sh
2026-05-15Gotham Asset Management 13Ftrim−222,729 sh
2026-05-15Bridgewater Associates 13Ftrim−51,439 sh
2026-05-14Caxton Associates 13Fnew+48,255 sh

7 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 MKC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$833M1
3VANGUARD CAPITAL MANAGEMENT LLC$833M1
4STATE STREET CORP$774M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$699M1
6Aristotle Capital Management, LLC$639M1
7Boston Partners$222M1
8Invesco Ltd.$199M1
9MORGAN STANLEY$193M1
10NORTHERN TRUST CORP$179M1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$170M1
12BANK OF AMERICA CORP /DE/$170M1
13FMR LLC$139M1
14DIMENSIONAL FUND ADVISORS LP$138M1
15ProShare Advisors LLC$127M1
16Amundi$102M1
17Alyeska Investment Group, L.P.$91.7M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$89.6M1
19WELLS FARGO & COMPANY/MN$87.1M1
20Legal & General Group Plc$81.2M1
21BALYASNY ASSET MANAGEMENT L.P.$79.5M1
22FEDERATED HERMES, INC.$74.2M1
23VANGUARD FIDUCIARY TRUST CO$72.0M1
24UBS Group AG$70.6M1
25DEUTSCHE BANK AG\$67.3M1
26AMERICAN CENTURY COMPANIES INC$65.9M1
27AQR CAPITAL MANAGEMENT LLC$54.6M1
28ROYAL BANK OF CANADA$54.0M1
29CITADEL ADVISORS LLC$52.5M1
30ENVESTNET ASSET MANAGEMENT INC$52.1M1
31FIL Ltd$52.1M1
32RAYMOND JAMES FINANCIAL INC$50.3M1
33Pictet Asset Management Holding SA$49.9M1
34Nuveen, LLC$48.9M1
35Epoch Investment Partners, Inc.$47.4M1
36SEI INVESTMENTS CO$40.8M1
37Vest Financial, LLC$39.2M1
38FIRST TRUST ADVISORS LP$38.1M1
39Swiss National Bank$37.5M1
40MASSACHUSETTS FINANCIAL SERVICES CO /MA/$36.4M1
41Ensign Peak Advisors, Inc$36.1M1
42DEPRINCE RACE & ZOLLO INC$35.1M1
43Eurizon Capital SGR S.p.A.$34.3M1
44NOMURA ASSET MANAGEMENT CO LTD$33.2M1
45Mitsubishi UFJ Asset Management Co., Ltd.$32.8M1
46VOLORIDGE INVESTMENT MANAGEMENT, LLC$32.3M1
47Focus Partners Wealth$28.6M1
48CREDIT AGRICOLE S A$28.5M1
49BENJAMIN EDWARDS INC$28.3M1
50TD ASSET MANAGEMENT INC$28.1M1
51Vanguard Global Advisers, LLC$28.0M1
52Norinchukin Bank, The$26.3M1
53HSBC HOLDINGS PLC$25.9M1
54VANGUARD ASSET MANAGEMENT, Ltd$25.7M1
55SUSQUEHANNA INTERNATIONAL GROUP, LLP$25.6M1
56REGIONS FINANCIAL CORP$25.6M1
57CITIGROUP INC$25.1M1
58TWO SIGMA INVESTMENTS, LP$23.9M1
59STIFEL FINANCIAL CORP$23.4M1
60ROYAL LONDON ASSET MANAGEMENT LTD$22.7M1
61Mawer Investment Management Ltd.$20.1M1
62&PARTNERS$19.4M1
63Swedbank AB$18.9M1
64NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$18.8M1
65Covea Finance$18.4M1
66SCHRODER INVESTMENT MANAGEMENT GROUP$17.9M1
67Qube Research & Technologies Ltd$17.3M1
681832 Asset Management L.P.$16.9M1
69Corient Private Wealth LLC$16.5M1
70ALLIANCEBERNSTEIN L.P.$16.3M1
71TRILLIUM ASSET MANAGEMENT, LLC$15.9M1
72ROCKLAND TRUST CO$15.2M1
73Van Cleef Asset Management,Inc$15.2M1
74PRINCIPAL FINANCIAL GROUP INC$15.1M1
75AVIVA PLC$14.1M1
76BROWN ADVISORY INC$13.4M1
77BANK OF MONTREAL /CAN/$12.9M1
78Leonteq Securities AG$12.8M1
79CRAWFORD INVESTMENT COUNSEL INC$12.6M1
80NS Partners Ltd$12.0M1
81MILLENNIUM MANAGEMENT LLC$12.0M1
82Y-Intercept (Hong Kong) Ltd$11.9M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.6M1
84BRIGHT ROCK CAPITAL MANAGEMENT, LLC$11.6M1
85STOREBRAND ASSET MANAGEMENT AS$11.5M1
86ADAGE CAPITAL PARTNERS GP, L.L.C.$11.4M1
87Aberdeen Group plc$11.2M1
88Korea Investment CORP$11.2M1
89Waverly Advisors, LLC$11.1M1
90Cerity Partners LLC$11.1M1
91Ceredex Value Advisors LLC$10.8M1
92LPL Financial LLC$10.5M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$10.3M1
94STANSBERRY ASSET MANAGEMENT, LLC$9.9M1
95Point72 Asset Management, L.P.$9.8M1
96TUDOR INVESTMENT CORP ET AL$9.7M1
97FRANKLIN RESOURCES INC$9.5M1
98FIFTH THIRD BANCORP$9.5M1
99FINANCIAL CONSULATE, INC$9.3M1
100ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.9M1
101MACKENZIE FINANCIAL CORP$8.9M1
102HB Wealth Management, LLC$8.8M1
103Rockefeller Capital Management L.P.$8.8M1
104BNP Paribas Asset Management Holding S.A.$8.7M1
105Verition Fund Management LLC$8.6M1
106BLAIR WILLIAM & CO/IL$8.6M1
107APG Asset Management N.V.$8.6M1
108COMMONWEALTH EQUITY SERVICES, LLC$7.9M1
109Osmosis Investment Management UK Ltd$7.8M1
110XTX Topco Ltd$7.8M1
111GRIMES & Co WEALTH MANAGEMENT, LLC$7.7M1
112Asset Management One Co., Ltd.$7.6M1
113SCOTIA CAPITAL INC.$7.5M1
114Chevy Chase Trust Holdings, LLC$7.3M1
115Quantinno Capital Management LP$6.9M1
116STATE OF WISCONSIN INVESTMENT BOARD$6.8M1
117MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.7M1
118Schonfeld Strategic Advisors LLC$6.7M1
119CANADA PENSION PLAN INVESTMENT BOARD$6.6M1
120LAZARD ASSET MANAGEMENT LLC$6.5M1
121Gotham Asset Management, LLC$6.5M1
122Vanguard Investments Australia, Ltd.$6.4M1
123PRUDENTIAL FINANCIAL INC$6.4M1
124MATTERN CAPITAL MANAGEMENT, LLC$6.2M1
125Zurcher Kantonalbank (Zurich Cantonalbank)$5.9M1
126Rodgers Brothers Inc.$5.6M1
127Resona Asset Management Co.,Ltd.$5.6M1
128Swiss Life Asset Management Ltd$5.5M1
129Engineers Gate Manager LP$5.5M1
130Meiji Yasuda Asset Management Co Ltd.$5.3M1
131Cresset Asset Management, LLC$5.3M1
132SOROS FUND MANAGEMENT LLC$5.2M1
133FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.0M1
134PRUDENTIAL PLC$4.8M1
135Creative Planning$4.8M1
136M&T BANK CORP$4.8M1
137Stratos Wealth Partners, LTD.$4.7M1
138Numerai GP LLC$4.7M1
139INTACT INVESTMENT MANAGEMENT INC.$4.6M1
140OSAIC HOLDINGS, INC.$4.5M1
141Qsemble Capital Management, LP$4.5M1
142WELLINGTON MANAGEMENT GROUP LLP$4.4M1
143HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.3M1
144HighTower Advisors, LLC$4.3M1
145Lansforsakringar Fondforvaltning AB (publ)$4.3M1
146State of New Jersey Common Pension Fund D$4.3M1
147Wilmington Savings Fund Society, FSB$4.2M1
148Tredje AP-fonden$4.2M1
149CIBC Bancorp USA Inc.$4.1M1
150DAVIS R M INC$4.1M1
151WESTWOOD HOLDINGS GROUP INC$4.0M1
152Farringdon Capital, Ltd.$4.0M1
153WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M1
154DAVENPORT & Co LLC$3.8M1
155Evelyn Partners Investment Management Services Ltd$3.8M1
156TORONTO DOMINION BANK$3.7M1
157IMC-Chicago, LLC$3.7M1
158Mirae Asset Global Investments Co., Ltd.$3.7M1
159DLK Investment Management, LLC$3.6M1
160Pathstone Holdings, LLC$3.6M1
161USS Investment Management Ltd$3.6M1
162DnB Asset Management AS$3.5M1
163Czech National Bank$3.5M1
164Arizona State Retirement System$3.5M1
165HOWLAND CAPITAL MANAGEMENT LLC$3.4M1
166Birch Hill Investment Advisors LLC$3.3M1
167CIBC Asset Management Inc$3.3M1
168SPRING CAPITAL MANAGEMENT, LLC$3.3M1
169Cetera Investment Advisers$3.3M1
170Mariner, LLC$3.2M1
171Savoir Faire Capital Management, L.P.$3.2M1
172Hilton Capital Management, LLC$3.0M1
173COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.0M1
174Weiss Asset Management LP$3.0M1
175ABN AMRO INVESTMENT SOLUTIONS$2.9M1
176TRUIST FINANCIAL CORP$2.8M1
177Private Advisor Group, LLC$2.7M1
178Retirement Systems of Alabama$2.7M1
179SEB Asset Management AB$2.7M1
180IFM Investors Pty Ltd$2.7M1
181Assenagon Asset Management S.A.$2.6M1
182VOYA INVESTMENT MANAGEMENT LLC$2.6M1
183BOOTHBAY FUND MANAGEMENT, LLC$2.6M1
184NATIONAL BANK OF CANADA /FI/$2.6M1
185ASR Vermogensbeheer N.V.$2.5M1
186Woodline Partners LP$2.5M1
187Candriam S.C.A.$2.5M1
188GROUP ONE TRADING LLC$2.5M1
189LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.4M1
190BANK OF NOVA SCOTIA TRUST CO$2.4M1
191CAXTON ASSOCIATES LLP$2.4M1
192Vontobel Holding Ltd.$2.4M1
193CWM, LLC$2.4M1
194DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.4M1
195Caitong International Asset Management Co., Ltd$2.3M1
196Man Group plc$2.2M1
197FIRST MANHATTAN CO. LLC.$2.2M1
198American Trust Investment Advisors, LLC$2.2M1
199Oak Thistle LLC$2.2M1
200Daiwa Securities Group Inc.$2.2M1
201MERCER GLOBAL ADVISORS INC /ADV$2.2M1
202EagleClaw Capital Managment, LLC$2.1M1
203XPONANCE LLC$2.1M1
204Utah Retirement Systems$2.1M1
205CIDEL ASSET MANAGEMENT INC$2.1M1
206PUBLIC SECTOR PENSION INVESTMENT BOARD$2.1M1
207Rakuten Investment Management, Inc.$2.0M1
208MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.0M1
209Sumitomo Mitsui DS Asset Management Company, Ltd$2.0M1
210PANAGORA ASSET MANAGEMENT INC$1.9M1
211AXQ CAPITAL, LP$1.9M1
212Palisade Asset Management, LLC$1.9M1
213NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.9M1
214L. Roy Papp & Associates, LLP$1.9M1
215Aquatic Capital Management LLC$1.9M1
216Sone Capital Management, LLC$1.9M1
217NEOS Investment Management LLC$1.8M1
218Tidal Investments LLC$1.8M1
219New Age Alpha Advisors, LLC$1.8M1
220BANK OF NOVA SCOTIA$1.8M1
221NISSAY ASSET MANAGEMENT CORP /JAPAN$1.8M1
222UniSuper Management Pty Ltd$1.8M1
223BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.8M1
224Avanza Fonder AB$1.7M1
225Centiva Capital, LP$1.7M1
226Beacon Pointe Advisors, LLC$1.7M1
227TWINBEECH CAPITAL LP$1.7M1
228Atria Investments, Inc$1.7M1
229Janus Henderson Group Ltd.$1.7M1
230US BANCORP \DE\$1.6M1
231AZZAD ASSET MANAGEMENT INC /ADV$1.6M1
232PARK CIRCLE Co$1.6M1
233Legacy Financial Strategies, LLC$1.6M1
234Dakota Wealth Management$1.6M1
235O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
236KCM INVESTMENT ADVISORS LLC$1.5M1
237Hudson Bay Capital Management LP$1.5M1
238Steward Partners Investment Advisory, LLC$1.5M1
239Rockingstone Advisors LLC$1.5M1
240OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
241NORDEA INVESTMENT MANAGEMENT AB$1.4M1
242FIDUCIARY TRUST CO$1.4M1
243LETSON INVESTMENT MANAGEMENT, INC.$1.4M1
244MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.4M1
245MAI Capital Management$1.4M1
246Nicholson Wealth Management Group, LLC$1.4M1
247Summit Financial, LLC$1.3M1
248Robertson Stephens Wealth Management, LLC$1.3M1
249Verdence Capital Advisors LLC$1.3M1
250Westhampton Capital, LLC$1.3M1
251D.A. DAVIDSON & CO.$1.3M1
252Zurich Insurance Group Ltd/FI$1.3M1
253Prosperity Consulting Group, LLC$1.3M1
254OP Asset Management Ltd$1.3M1
255GUGGENHEIM CAPITAL LLC$1.3M1
256ICW Investment Advisors LLC$1.3M1
257Tower Research Capital LLC (TRC)$1.2M1
258TOTH FINANCIAL ADVISORY CORP$1.2M1
259Investment Management Corp of Ontario$1.2M1
260Marshall Financial Group, LLC$1.2M1
261JOHNSON INVESTMENT COUNSEL INC$1.2M1
262Taylor Frigon Capital Management LLC$1.2M1
263Vanguard Personalized Indexing Management, LLC$1.2M1
264Bridgewater Associates, LP$1.2M1
265Arax Advisory Partners$1.1M1
266INTECH INVESTMENT MANAGEMENT LLC$1.1M1
267Sanctuary Advisors, LLC$1.1M1
268Empowered Funds, LLC$1.1M1
269NewEdge Advisors, LLC$1.1M1
270Penobscot Investment Management Company, Inc.$1.1M1
271Summit Trail Advisors, LLC$1.1M1
272MACQUARIE GROUP LTD$1.1M1
273ALPINE WOODS CAPITAL INVESTORS, LLC$1.1M1
274AustralianSuper Pty Ltd$1.0M1
275Scott & Selber, Inc.$1.0M1
276HAMEL ASSOCIATES, INC.$1.0M1
277Kestra Advisory Services, LLC$1.0M1
278Clearstead Advisors, LLC$1.0M1
279Taproot Management LP$1.0M1
280KESTRA PRIVATE WEALTH SERVICES, LLC$1.0M1
281YHB Investment Advisors, Inc.$995K1
282WELCH & FORBES LLC$985K1
283Pacific Point Advisors, LLC$981K1
284Blueshift Asset Management, LLC$962K1
285Lido Advisors, LLC$960K1
286TriaGen Wealth Management LLC$958K1
287IQ EQ FUND MANAGEMENT (IRELAND) Ltd$955K1
288Federation des caisses Desjardins du Quebec$946K1
289U.S. Capital Wealth Advisors, LLC$939K1
290Walleye Capital LLC$927K1
291AIGEN INVESTMENT MANAGEMENT, LP$881K1
292Western Wealth Management, LLC$879K1
293WBH ADVISORY INC$862K1
294JGP Wealth Management, LLC$851K1
295LifeGuide Financial Advisors, LLC$845K1
29617 CAPITAL PARTNERS, LLC$844K1
297NOMURA HOLDINGS INC$830K1
298Walleye Trading LLC$827K1
299Inspire Advisors, LLC$823K1
300BALDWIN WEALTH PARTNERS LLC/MA$821K1
301B. Metzler seel. Sohn & Co. AG$795K1
302Polymer Capital Management (US) LLC$792K1
303Crossmark Global Holdings, Inc.$783K1
304Haverford Trust Co$779K1
305PFG Investments, LLC$775K1
306Alliance Wealth Advisors, LLC /UT$775K1
307MIZUHO SECURITIES USA LLC$773K1
308Hardworking Capital Advisors, LLC$767K1
309NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$766K1
310Rafferty Asset Management, LLC$765K1
311Moors & Cabot, Inc.$759K1
312Focus Partners Advisor Solutions, LLC$755K1
313Concurrent Investment Advisors, LLC$743K1
314Allianz Asset Management GmbH$722K1
315MML INVESTORS SERVICES, LLC$716K1
316EVENTIDE ASSET MANAGEMENT, LLC$711K1
317iSAM Funds (UK) Ltd$710K1
318TD Waterhouse Canada Inc.$704K1
319Ipswich Investment Management Co., Inc.$701K1
320Atlantic Union Bankshares Corp$687K1
321Calamos Advisors LLC$686K1
322Calamos Wealth Management LLC$686K1
323Jefferies Financial Group Inc.$673K1
324Ironvine Capital Partners, LLC$666K1
325Roehl & Yi Investment Advisors, LLC$658K1
326Metis Global Partners, LLC$649K1
327UNITED CAPITAL FINANCIAL ADVISORS, LLC$642K1
328Robinson Value Management, Ltd.$631K1
329OneDigital Investment Advisors LLC$628K1
330Maryland State Retirement & Pension System$623K1
331HANCOCK WHITNEY CORP$621K1
332Morningstar Investment Management LLC$621K1
333Bayesian Capital Management, LP$620K1
334WEALTHEDGE INVESTMENT ADVISORS, LLC$620K1
335First Pacific Financial$614K1
336Merit Financial Group, LLC$612K1
337Savvy Advisors, Inc.$612K1
338Brookstone Capital Management$609K1
339TICINO WEALTH$597K1
340FIRST NATIONAL TRUST CO$592K1
341ARMSTRONG HENRY H ASSOCIATES INC$588K1
342OMERS ADMINISTRATION Corp$583K1
343UMB Bank, n.a.$577K1
344AE Wealth Management LLC$555K1
345CFS Investment Advisory Services, LLC$553K1
346Ashton Thomas Private Wealth, LLC$551K1
347OPPENHEIMER & CO INC$551K1
348Robeco Institutional Asset Management B.V.$545K1
349Elo Mutual Pension Insurance Co$543K1
350Atom Investors LP$540K1
351Kintegral Advisory, LLC$537K1
352PFW Advisors LLC$535K1
353Argyle Capital Management, LLC$532K1
354MUFG Securities EMEA plc$524K1
355Ridgewood Investments LLC$511K1
356BECKER CAPITAL MANAGEMENT INC$510K1
357Magnetar Financial LLC$508K1
358Dai-ichi Life Insurance Company, Ltd$504K1
359Allspring Global Investments Holdings, LLC$499K1
360VestGen Advisors, LLC$496K1
361Advisory Advocates, LLC$495K1
362Elmwood Wealth Management, Inc.$495K1
363NORDEN GROUP LLC$494K1
364Dynamic Advisor Solutions LLC$489K1
365United Asset Strategies, Inc.$487K1
366ALLIANZ SE$487K1
367Wealthspire Advisors, LLC$482K1
368LBP AM SA$479K1
369Allworth Financial LP$476K1
370COMMERCE BANK$474K1
371COLDSTREAM CAPITAL MANAGEMENT INC$472K1
372Saudi Central Bank$471K1
373Composition Wealth, LLC$471K1
374Diversified Enterprises, LLC$466K1
375WBI INVESTMENTS, LLC$465K1
376Hennion & Walsh Asset Management, Inc.$463K1
377QUADRANT CAPITAL GROUP LLC$458K1
378Wealthfront Advisers LLC$457K1
379NAPLES GLOBAL ADVISORS, LLC$456K1
380Global X Japan Co., Ltd.$456K1
381CLIFFORD SWAN INVESTMENT COUNSEL LLC$454K1
382BDFS Capital LLC$452K1
383Hilltop Holdings Inc.$447K1
384KFG WEALTH MANAGEMENT, LLC$446K1
385Coastal Bridge Advisors, LLC$445K1
386Portside Wealth Group, LLC$442K1
387Revisor Wealth Management LLC$441K1
388Evercore Wealth Management, LLC$439K1
389Brevan Howard Capital Management LP$437K1
390Empirical Finance, LLC$433K1
391Empower Advisory Group, LLC$426K1
392LOWE BROCKENBROUGH & CO INC$423K1
393Optiver Holding B.V.$421K1
394Redmond Asset Management, LLC$420K1
395Jacobi Capital Management LLC$419K1
396Connecticut Wealth Management, LLC$419K1
397TOKIO MARINE ASSET MANAGEMENT CO LTD$417K1
398Callan Family Office, LLC$413K1
399NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$409K1
400QRG CAPITAL MANAGEMENT, INC.$404K1
401Independent Advisor Alliance$403K1
402Snowden Capital Advisors LLC$400K1
403Nautilus Advisors LLC$399K1
404Lombard Odier Asset Management (Switzerland) SA$394K1
405BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$393K1
406SC&H Financial Advisors, Inc.$390K1
407Glenview Trust Co$386K1
408Laird Norton Wetherby Trust Company, LLC$380K1
409INCEPTIONR LLC$379K1
410Chicago Capital, LLC$374K1
411North Dakota State Investment Board$373K1
412Joel Isaacson & Co., LLC$367K1
413Frederick Financial Consultants, LLC$361K1
414Berman McAleer LLC$354K1
415Kuhn & Co Investment Counsel$354K1
416Bryn Mawr Trust Advisors, LLC$353K1
417SECURIAN ASSET MANAGEMENT, INC$345K1
418GROUPAMA ASSET MANAGMENT$340K1
419Squarepoint Ops LLC$340K1
420First Affirmative Financial Network$338K1
421PRINCIPAL SECURITIES, INC.$333K1
422Kingsview Wealth Management, LLC$330K1
423Apollon Wealth Management, LLC$329K1
424JMAC ENTERPRISES LLC$328K1
425MONETA GROUP INVESTMENT ADVISORS LLC$327K1
426CHOREO, LLC$325K1
427Capital Investment Advisory Services, LLC$323K1
428Tyche Wealth Partners LLC$318K1
429Vident Advisory, LLC$315K1
430Evelyn Partners Investment Management LLP$314K1
431Caldwell Trust Co$314K1
432LECAP ASSET MANAGEMENT LTD$308K1
433Sequoia Financial Advisors, LLC$304K1
434Curi Capital, LLC$302K1
435Beacon Bank & Trust$302K1
436Orion Investment Co$301K1
437AlphaCore Capital LLC$301K1
438Alan B Lancz & Associates, Inc.$300K1
439Larson Financial Group LLC$300K1
440EP Wealth Advisors, LLC$290K1
441HFR Wealth Management, LLC$288K1
442JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$283K1
443CAPSTONE INVESTMENT ADVISORS, LLC$282K1
444Manchester Capital Management LLC$279K1
445Chicago Partners Investment Group LLC$278K1
446CERTIOR FINANCIAL GROUP, LLC$277K1
447PINNACLE ASSOCIATES LTD$275K1
448Aptus Capital Advisors, LLC$272K1
449William Allan Corp$267K1
450111 Capital$264K1
451Sovereign Financial Group, Inc.$262K1
452Perigon Wealth Management, LLC$261K1
453EXCHANGE TRADED CONCEPTS, LLC$261K1
454Aurora Investment Counsel$260K1
455First Command Advisory Services, Inc.$258K1
456Wedmont Private Capital$257K1
457Sigma Planning Corp$257K1
458Beacon Harbor Wealth Advisors, Inc.$257K1
459Orion Porfolio Solutions, LLC$255K1
460Cornell Pochily Investment Advisors, Inc.$253K1
461BAYSHORE ASSET MANAGEMENT, LLC$252K1
462Rossmore Private Capital$252K1
463R Squared Ltd$251K1
464FOUNDERS FINANCIAL SECURITIES LLC$249K1
465Carnegie Investment Counsel$248K1
466Hummer Financial Advisory Services Inc$242K1
467TCV Trust & Wealth Management, Inc.$241K1
468Clark Capital Management Group, Inc.$237K1
469CAMBIENT FAMILY OFFICE, LLC$235K1
470TEMA ETFS LLC$234K1
471Third View Private Wealth, LLC$229K1
472Focus Financial Network, Inc.$228K1
473KMG FIDUCIARY PARTNERS, LLC$228K1
474STRATEGY ASSET MANAGERS LLC$228K1
475Kinloch Capital, LLC$226K1
476Meiji Yasuda Life Insurance Co$225K1
477Covenant Asset Management, LLC$223K1
478STEPHENS INC /AR/$222K1
479Savant Capital, LLC$221K1
480Dorato Capital Management$220K1
481Essex Financial Services, Inc.$219K1
482BSW Wealth Partners$217K1
483Vise Technologies, Inc.$217K1
484PERSONAL CFO SOLUTIONS, LLC$215K1
485SANDERS MORRIS HARRIS LLC$215K1
486DV Trading LLC$211K1
487RFG - Bristol Wealth Advisors, LLC$210K1
488Bigelow Investment Advisors, LLC$209K1
489Prospera Financial Services Inc$208K1
490Delta Global Management LP$207K1
491FLPUTNAM INVESTMENT MANAGEMENT CO$207K1
492Krilogy Financial LLC$204K1
493Meeder Advisory Services, Inc.$203K1
494Cassaday & Co Wealth Management LLC$203K1
495PAX Financial Group, LLC$201K1
496Impact Partnership Wealth, LLC$201K1
497Ballentine Partners, LLC$201K1
498Wellington Grp LLC$200K1
499Siemens Fonds Invest GmbH$185K1
500DELTA ASSET MANAGEMENT LLC/TN$184K1
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)1 buy / 3 sell
Congress net ($ bound)−$44.0K to $12.0K
Filers net (actions)not in build
Filers net ($ 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 MKC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MKC
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 MKC · financials and macro

Financials — as filed PLANNED

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