Public record / Tickers / PH

PH — Parker-Hannifin Corp

Both disclosure regimes on one name: who in Congress filed about PH, 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
41
all PTR rows naming PH
Members · 12m
5
7 buys · 7 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
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

Greg Landsman · $15.0K–$50.0K

Sale · traded 2025-03-27 → filed 2025-04-08. Ranked over every PH row by the provable lower bound, never a point estimate.

5 members · 7 buys / 7 sells

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

11 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

23 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. 23 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-28David J. Taylor R–OH-2PurchaseTraded 05-15 +13d$1K–$15K
2026-05-28David J. Taylor R–OH-2PurchaseTraded 05-15 +13d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23PurchaseTraded 03-31 +30d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23PurchaseTraded 03-23 +38d$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 41 ↗

Members active in PH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PH 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.
David J. Taylor R–OH-27−$57.0K to $41.0K2
Jared Moskowitz D–FL-233$3.0K to $45.0K3
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Byron Donalds R–FL-191−$15.0K to −$1.0K2

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

Congress ↔ notable managers · PH

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
0

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

Notable managers · quarter ended 2026-03-31

Trimming
1 Moore Capital Management $2.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PARKER-HANNIFIN CORP

Merged timeline of congressional filings and notable-manager moves on PH
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fnew+76,384 sh
2026-05-15Bridgewater Associates 13Fadd+14,648 sh
2026-05-15Gotham Asset Management 13Fadd+3,001 sh
2026-05-15Moore Capital Management 13Ftrim−19,990 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$9.0B1
2STATE STREET CORP$8.4B1
3VANGUARD CAPITAL MANAGEMENT LLC$7.3B1
4FMR LLC$3.6B1
5BANK OF AMERICA CORP /DE/$3.1B1
6GEODE CAPITAL MANAGEMENT, LLC$2.6B1
7MORGAN STANLEY$2.3B1
8Invesco Ltd.$2.1B1
9Aristotle Capital Management, LLC$1.9B1
10VANGUARD PORTFOLIO MANAGEMENT LLC$1.6B1
11AMERIPRISE FINANCIAL INC$1.6B1
12Capital World Investors$1.5B1
13DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.4B1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.4B1
15WELLINGTON MANAGEMENT GROUP LLP$1.1B1
16NORTHERN TRUST CORP$1.1B1
17FRANKLIN RESOURCES INC$1.0B1
18Nuveen, LLC$986M1
19UBS Group AG$951M1
20ROYAL BANK OF CANADA$946M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$902M1
22SCHRODER INVESTMENT MANAGEMENT GROUP$880M1
23DEUTSCHE BANK AG\$797M1
24WELLS FARGO & COMPANY/MN$787M1
25Baird Financial Group, Inc.$784M1
26Legal & General Group Plc$684M1
27ENVESTNET ASSET MANAGEMENT INC$678M1
28Bank of New York Mellon Corp$663M1
29VANGUARD FIDUCIARY TRUST CO$636M1
30Amundi$560M1
31Pictet Asset Management Holding SA$547M1
32Kestra Advisory Services, LLC$540M1
33VOYA INVESTMENT MANAGEMENT LLC$532M1
34BANK OF MONTREAL /CAN/$507M1
35BARCLAYS PLC$485M1
36Fisher Asset Management, LLC$456M1
37CITADEL ADVISORS LLC$451M1
38PRINCIPAL FINANCIAL GROUP INC$426M1
39Qube Research & Technologies Ltd$417M1
40Holocene Advisors, LP$415M1
41DIMENSIONAL FUND ADVISORS LP$413M1
42MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$368M1
43CANADA PENSION PLAN INVESTMENT BOARD$359M1
44Focus Partners Wealth$353M1
45KEYBANK NATIONAL ASSOCIATION/OH$350M1
46Winslow Capital Management, LLC$342M1
47Swiss National Bank$332M1
48AMF Tjanstepension AB$325M1
49National Pension Service$319M1
50Swedbank AB$313M1
51Assenagon Asset Management S.A.$305M1
52MACKENZIE FINANCIAL CORP$302M1
53SEI INVESTMENTS CO$295M1
54Clearbridge Investments, LLC$292M1
55BALYASNY ASSET MANAGEMENT L.P.$290M1
56Mitsubishi UFJ Asset Management Co., Ltd.$259M1
57ALLIANCEBERNSTEIN L.P.$258M1
58Vanguard Global Advisers, LLC$247M1
59Point72 Asset Management, L.P.$244M1
60Sumitomo Mitsui Trust Group, Inc.$241M1
61RAYMOND JAMES FINANCIAL INC$239M1
62JENNISON ASSOCIATES LLC$234M1
63STIFEL FINANCIAL CORP$228M1
64Alphinity Investment Management Pty Ltd$220M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$218M1
66TD ASSET MANAGEMENT INC$204M1
67HSBC HOLDINGS PLC$203M1
68Corient Private Wealth LLC$187M1
69CIBC Bancorp USA Inc.$186M1
70ZACKS INVESTMENT MANAGEMENT$184M1
71VANGUARD ASSET MANAGEMENT, Ltd$182M1
72Rockefeller Capital Management L.P.$181M1
73GREAT LAKES ADVISORS, LLC$179M1
74Eurizon Capital SGR S.p.A.$177M1
75FIFTH THIRD BANCORP$169M1
76BNP Paribas Asset Management Holding S.A.$165M1
77TRUIST FINANCIAL CORP$159M1
78GROUPAMA ASSET MANAGMENT$157M1
79Allianz Asset Management GmbH$151M1
80PUBLIC SECTOR PENSION INVESTMENT BOARD$151M1
81LPL Financial LLC$149M1
82CONGRESS ASSET MANAGEMENT CO$143M1
83Boston Partners$142M1
84Clark Capital Management Group, Inc.$140M1
85PRUDENTIAL FINANCIAL INC$136M1
86MILLENNIUM MANAGEMENT LLC$135M1
87AMERICAN CENTURY COMPANIES INC$135M1
88NEW YORK STATE COMMON RETIREMENT FUND$134M1
89ADAGE CAPITAL PARTNERS GP, L.L.C.$131M1
90COMMERCE BANK$129M1
91Cartenna Capital, LP$128M1
92HOMESTEAD ADVISERS CORP$126M1
93ROYAL LONDON ASSET MANAGEMENT LTD$115M1
94FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$113M1
95Artisan Partners Limited Partnership$111M1
96Aberdeen Group plc$108M1
97GLENMEDE TRUST CO NA$108M1
98PFA Pension, Forsikringsaktieselskab$105M1
99STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$101M1
100Fullerton Fund Management Co Ltd.$101M1
101OP Asset Management Ltd$99.4M1
102AVIVA PLC$99.4M1
103DANSKE BANK A/S$97.6M1
104NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$96.9M1
105PANAGORA ASSET MANAGEMENT INC$94.7M1
106BOWEN HANES & CO INC$89.8M1
107CITIGROUP INC$87.4M1
108D. E. Shaw & Co., Inc.$86.0M1
109Man Group plc$85.8M1
110Madison Asset Management, LLC$83.3M1
111VOLORIDGE INVESTMENT MANAGEMENT, LLC$83.3M1
112Zurcher Kantonalbank (Zurich Cantonalbank)$82.7M1
113STOREBRAND ASSET MANAGEMENT AS$82.6M1
114Tempo Wealth, LLC$82.5M1
115OMERS ADMINISTRATION Corp$81.9M1
116NATIONAL BANK OF CANADA /FI/$81.7M1
117Artemis Investment Management LLP$80.9M1
118MANUFACTURERS LIFE INSURANCE COMPANY, THE$78.1M1
119Universal- Beteiligungs- und Servicegesellschaft mbH$75.8M1
120Port Capital LLC$75.8M1
121Life Cycle Investment Partners Ltd$74.0M1
122HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$73.3M1
123Retirement Systems of Alabama$73.0M1
124NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$72.7M1
125Smith Group Asset Management, LLC$72.6M1
126Korea Investment CORP$71.9M1
127Mitsubishi UFJ Trust & Banking Corp$70.3M1
128Engineers Gate Manager LP$69.4M1
129FEDERATED HERMES, INC.$68.5M1
130TUDOR INVESTMENT CORP ET AL$68.4M1
131Cetera Investment Advisers$67.0M1
132Railway Pension Investments Ltd$65.7M1
133US BANCORP \DE\$64.2M1
134Candriam S.C.A.$63.2M1
135Bank Julius Baer & Co. Ltd, Zurich$62.8M1
136JANE STREET GROUP, LLC$62.7M1
137Alecta Tjanstepension Omsesidigt$62.6M1
138HighTower Advisors, LLC$62.5M1
139APG Asset Management N.V.$61.9M1
140Union Bancaire Privee, UBP SA$61.8M1
141STATE OF WISCONSIN INVESTMENT BOARD$61.8M1
142DIAMOND HILL CAPITAL MANAGEMENT INC$61.1M1
143BAHL & GAYNOR INC$60.7M1
144OSAIC HOLDINGS, INC.$60.2M1
145Quantinno Capital Management LP$59.9M1
146PACIFIC HEIGHTS ASSET MANAGEMENT LLC$58.2M1
147DnB Asset Management AS$58.2M1
148Chevy Chase Trust Holdings, LLC$56.0M1
149Moran Wealth Management, LLC$55.6M1
150VICTORY CAPITAL MANAGEMENT INC$55.4M1
151AustralianSuper Pty Ltd$55.1M1
152GATEWAY INVESTMENT ADVISERS LLC$53.7M1
153Vanguard Investments Australia, Ltd.$52.5M1
154WESTFIELD CAPITAL MANAGEMENT CO LP$52.4M1
155TD Waterhouse Canada Inc.$50.2M1
156Jain Global LLC$50.1M1
157TODD ASSET MANAGEMENT LLC$50.0M1
158TOCQUEVILLE ASSET MANAGEMENT L.P.$49.1M1
159Sequoia Financial Advisors, LLC$48.9M1
160FIL Ltd$48.6M1
161AQR CAPITAL MANAGEMENT LLC$48.4M1
162PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$48.4M1
163Cerity Partners LLC$48.4M1
164Empowered Funds, LLC$48.2M1
165KLP KAPITALFORVALTNING AS$47.8M1
166Asset Management One Co., Ltd.$47.3M1
167Freestone Grove Partners LP$46.9M1
168Clear Harbor Asset Management, LLC$45.0M1
169DEPRINCE RACE & ZOLLO INC$44.9M1
170MML INVESTORS SERVICES, LLC$43.7M1
171Schonfeld Strategic Advisors LLC$43.3M1
172O'SHAUGHNESSY ASSET MANAGEMENT, LLC$43.1M1
173Baker Avenue Asset Management, LP$43.0M1
174BURNEY CO/$42.4M1
175NOMURA ASSET MANAGEMENT CO LTD$42.2M1
176Wilkinson Global Asset Management LLC$41.9M1
177CREDIT AGRICOLE S A$41.8M1
178MERCER GLOBAL ADVISORS INC /ADV$41.5M1
179Creative Planning$41.5M1
180TEACHER RETIREMENT SYSTEM OF TEXAS$41.1M1
181UMB Bank, n.a.$39.6M1
182NISA INVESTMENT ADVISORS, LLC$39.4M1
183Sanctuary Advisors, LLC$39.2M1
184State of New Jersey Common Pension Fund D$38.5M1
185FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$37.9M1
186Groupe la Francaise$37.0M1
187Woodline Partners LP$37.0M1
188EASTERN BANK$36.1M1
189Lansforsakringar Fondforvaltning AB (publ)$35.6M1
190Swiss Life Asset Management Ltd$35.6M1
191COMMONWEALTH EQUITY SERVICES, LLC$35.4M1
192Zurich Insurance Group Ltd/FI$34.9M1
193Resona Asset Management Co.,Ltd.$34.8M1
194TORONTO DOMINION BANK$34.5M1
195Howard Capital Management Group, LLC$34.5M1
196Tredje AP-fonden$34.1M1
197OFI INVEST ASSET MANAGEMENT$34.1M1
198Minneapolis Portfolio Management Group, LLC$33.3M1
199Walleye Capital LLC$32.5M1
200Daiwa Securities Group Inc.$32.4M1
201Ensign Peak Advisors, Inc$31.7M1
202Carmignac Gestion$31.7M1
203Badgley Phelps Wealth Managers, LLC$31.6M1
204Arizona State Retirement System$31.0M1
205Robeco Institutional Asset Management B.V.$30.9M1
206Sumitomo Mitsui DS Asset Management Company, Ltd$30.8M1
207Czech National Bank$30.8M1
208SCOPUS ASSET MANAGEMENT, L.P.$30.2M1
209CITIZENS FINANCIAL GROUP INC/RI$30.2M1
210Banco Santander, S.A.$29.6M1
211STATE OF MICHIGAN RETIREMENT SYSTEM$29.5M1
212Varma Mutual Pension Insurance Co$29.1M1
213Tidal Investments LLC$29.0M1
214M&T BANK CORP$28.9M1
215FULLER & THALER ASSET MANAGEMENT, INC.$28.9M1
216FIRST TRUST ADVISORS LP$28.2M1
217Mirae Asset Global Investments Co., Ltd.$28.1M1
218Janus Henderson Group Ltd.$28.1M1
219Quadrature Capital Ltd$27.9M1
220Calamos Advisors LLC$27.8M1
221Mariner, LLC$27.5M1
222CIBC Asset Management Inc$27.5M1
223BANK OF NOVA SCOTIA$27.5M1
224ASSETMARK, INC$27.0M1
225Aristotle Atlantic Partners, LLC$26.9M1
226Fiera Capital Corp$26.5M1
227MetLife Investment Management, LLC$26.4M1
228COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$26.3M1
229UNITED CAPITAL FINANCIAL ADVISORS, LLC$26.2M1
230ASR Vermogensbeheer N.V.$26.0M1
231Allspring Global Investments Holdings, LLC$25.8M1
232Andra AP-fonden$25.7M1
233ADAMS DIVERSIFIED EQUITY FUND, INC.$25.0M1
234Regents Gate Capital LLP$24.9M1
235Segment Wealth Management, LLC$24.8M1
236BLAIR WILLIAM & CO/IL$24.7M1
237Marble Harbor Investment Counsel, LLC$24.4M1
238NATIXIS$24.3M1
239Advisors Asset Management, Inc.$24.2M1
240Covea Finance$24.0M1
241HM PAYSON & CO$24.0M1
242CLIFFORD SWAN INVESTMENT COUNSEL LLC$23.8M1
243BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$23.6M1
244Stratos Wealth Partners, LTD.$23.4M1
245NorthCrest Asset Manangement, LLC$23.3M1
246Zimmer Partners, LP$22.4M1
247IFM Investors Pty Ltd$22.2M1
248UNIO CAPITAL LLC$22.2M1
249DAYMARK WEALTH PARTNERS, LLC$22.1M1
250&PARTNERS$21.5M1
251EULAV Asset Management$21.5M1
252KANAWHA CAPITAL MANAGEMENT LLC$21.4M1
253XPONANCE LLC$20.4M1
254GUARDIAN CAPITAL LP$20.3M1
255USS Investment Management Ltd$20.2M1
256DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$20.1M1
257Dana Investment Advisors, Inc.$19.9M1
258BOOTHBAY FUND MANAGEMENT, LLC$19.7M1
259Crossmark Global Holdings, Inc.$19.5M1
260Apollon Wealth Management, LLC$19.4M1
261Beacon Pointe Advisors, LLC$19.1M1
262Bridgewater Associates, LP$19.1M1
263Jefferies Financial Group Inc.$18.9M1
264BW Gestao de Investimentos Ltda.$18.9M1
265Wealth High Governance Capital Ltda$18.9M1
266Steward Partners Investment Advisory, LLC$18.6M1
267Utah Retirement Systems$18.4M1
268Vanguard Personalized Indexing Management, LLC$18.4M1
269Capital International, Inc./CA/$18.4M1
270NORDEA INVESTMENT MANAGEMENT AB$18.3M1
271Clearstead Advisors, LLC$18.1M1
272XTX Topco Ltd$18.1M1
273United Asset Strategies, Inc.$18.0M1
274Atria Investments, Inc$17.8M1
275Raub Brock Capital Management LP$17.7M1
276Connor, Clark & Lunn Investment Management Ltd.$17.7M1
277Vinva Investment Management Ltd$17.6M1
278BRADLEY FOSTER & SARGENT INC/CT$16.5M1
279ProShare Advisors LLC$16.5M1
280Pathstone Holdings, LLC$16.3M1
281Alley Investment Management Company, LLC$16.3M1
282NEOS Investment Management LLC$16.2M1
283Inspire Investing, LLC$16.2M1
284Rakuten Investment Management, Inc.$16.1M1
285Wealth High Governance Asset Management Ltda.$16.0M1
286WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15.9M1
287Wealthfront Advisers LLC$15.8M1
288KESTRA PRIVATE WEALTH SERVICES, LLC$15.8M1
289NEW YORK LIFE INVESTMENT MANAGEMENT LLC$15.7M1
290Aquatic Capital Management LLC$15.7M1
291OPPENHEIMER ASSET MANAGEMENT INC.$15.4M1
292BRIDGES INVESTMENT MANAGEMENT INC$15.4M1
293Danica Pension, Livsforsikringsaktieselskab$15.3M1
294Gotham Asset Management, LLC$15.2M1
295Mediolanum International Funds Ltd$15.1M1
296GHP Investment Advisors, Inc.$15.1M1
297ANCHOR CAPITAL ADVISORS LLC$14.8M1
298NewEdge Advisors, LLC$14.7M1
299FLPUTNAM INVESTMENT MANAGEMENT CO$14.7M1
300NISSAY ASSET MANAGEMENT CORP /JAPAN$14.6M1
301Running Oak Capital LLC$14.4M1
302MARTINGALE ASSET MANAGEMENT L P$14.4M1
303Aventail Capital Group, LP$14.4M1
304GUGGENHEIM CAPITAL LLC$14.2M1
305Heirloom Wealth Management$13.8M1
306Sand Hill Global Advisors, LLC$13.6M1
307Fisher Funds Management LTD$13.5M1
308EVEXIA WEALTH LLC$13.4M1
309Pegasus Asset Management, Inc.$13.4M1
310ING GROEP NV$13.2M1
311Intesa Sanpaolo S.p.A.$13.2M1
312CARRET ASSET MANAGEMENT, LLC$13.0M1
313EagleClaw Capital Managment, LLC$13.0M1
314OREGON PUBLIC EMPLOYEES RETIREMENT FUND$12.9M1
315FIDUCIARY TRUST CO$12.9M1
316MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$12.9M1
317SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.9M1
318MONTAG A & ASSOCIATES INC$12.8M1
319CIBC WORLD MARKET INC.$12.8M1
320WASHINGTON TRUST BANK$12.8M1
321Ethic Inc.$12.7M1
322SummitTX Capital, L.P.$12.6M1
323MACQUARIE GROUP LTD$12.6M1
324GFS Advisors, LLC$12.6M1
325Orion Investment Co$12.5M1
326Elo Mutual Pension Insurance Co$12.5M1
327SMA Capital LLC$12.5M1
328Aware Super Pty Ltd as trustee of Aware Super$12.4M1
329Allworth Financial LP$12.1M1
330B. Metzler seel. Sohn & Co. AG$12.0M1
331Turtle Creek Wealth Advisors, LLC$12.0M1
332OpenArc Corporate Advisory, LLC$11.9M1
333YOUSIF CAPITAL MANAGEMENT, LLC$11.9M1
334Columbus Macro, LLC$11.7M1
335Vident Advisory, LLC$11.4M1
336TEMA ETFS LLC$11.4M1
337WEDGE CAPITAL MANAGEMENT L L P/NC$11.3M1
338Vestmark Advisory Solutions, Inc.$11.3M1
339SCOTIA CAPITAL INC.$10.9M1
340TRUSTMARK BANK TRUST DEPARTMENT$10.9M1
341Brevan Howard Capital Management LP$10.9M1
342Hudson Bay Capital Management LP$10.9M1
343Night Squared LP$10.7M1
344QRG CAPITAL MANAGEMENT, INC.$10.5M1
345Atlantic Union Bankshares Corp$10.4M1
346EP Wealth Advisors, LLC$10.2M1
347CARDEROCK CAPITAL MANAGEMENT INC$10.1M1
348NewEdge Wealth, LLC$10.1M1
349Two Point Capital Management, Inc.$10.1M1
350Tribune Investment Group LP$10.0M1
351Concentric Capital Strategies, LP$9.6M1
352ALLIANZ SE$9.6M1
353GC Wealth Management RIA, LLC$9.5M1
354AIA Group Ltd$9.5M1
355Onex Canada Asset Management Inc.$9.4M1
356Longaeva Partners L.P.$9.0M1
357Indivisible Partners$9.0M1
358Pallas Capital Advisors LLC$9.0M1
359ALERUS FINANCIAL NA$8.9M1
360Federation des caisses Desjardins du Quebec$8.9M1
361ABN AMRO INVESTMENT SOLUTIONS$8.9M1
362UniSuper Management Pty Ltd$8.9M1
363Lido Advisors, LLC$8.9M1
364HBK Sorce Advisory LLC$8.8M1
365Kesler, Norman & Wride, LLC$8.7M1
366MAI Capital Management$8.7M1
367AE Wealth Management LLC$8.6M1
368SIRIOS CAPITAL MANAGEMENT L P$8.6M1
369Larson Financial Group LLC$8.6M1
370HB Wealth Management, LLC$8.6M1
371Envestnet Portfolio Solutions, Inc.$8.6M1
372Investment Management Corp of Ontario$8.5M1
373REGIONS FINANCIAL CORP$8.4M1
374STANSBERRY ASSET MANAGEMENT, LLC$8.4M1
375RED CEDAR INVESTMENT MANAGEMENT, LLC$8.2M1
376MATTERN CAPITAL MANAGEMENT, LLC$8.1M1
377Oliver Luxxe Assets LLC$8.1M1
378Rokos Capital Management LLP$8.0M1
379Community Financial Services Group, LLC$7.9M1
380PDT Partners, LLC$7.9M1
381Brookstone Capital Management$7.9M1
382ELEVATION POINT WEALTH PARTNERS, LLC$7.9M1
383Generali Asset Management SPA SGR$7.8M1
384Vontobel Holding Ltd.$7.7M1
385Rafferty Asset Management, LLC$7.6M1
386Tairen Capital Ltd$7.5M1
387Procyon Advisors, LLC$7.5M1
388VISTA INVESTMENT PARTNERS LLC$7.5M1
389Brooklyn Investment Group$7.5M1
390Carnegie Lake Advisors LLC$7.4M1
391Cresset Asset Management, LLC$7.4M1
392Composition Wealth, LLC$7.4M1
393Marks Group Wealth Management, Inc$7.4M1
394Belpointe Asset Management LLC$7.4M1
395PRINCIPAL SECURITIES, INC.$7.3M1
396Quantbot Technologies LP$7.3M1
397BTC Capital Management, Inc.$7.3M1
398MGO ONE SEVEN LLC$7.3M1
399Westerkirk Capital Inc.$7.2M1
400PARSONS CAPITAL MANAGEMENT INC/RI$7.2M1
401Bulltick Wealth Management, LLC$7.1M1
402Stelac Advisory Services LLC$7.0M1
403Fragasso Financial Advisors Inc$7.0M1
404Y-Intercept (Hong Kong) Ltd$6.9M1
405Westhampton Capital, LLC$6.9M1
406Leeward Investments, LLC - MA$6.9M1
407MIRABELLA FINANCIAL SERVICES LLP$6.9M1
408MIZUHO SECURITIES USA LLC$6.8M1
409CVFG LLC$6.8M1
410Cornerstone Wealth Management, LLC$6.7M1
411Private Advisor Group, LLC$6.7M1
412TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$6.6M1
413INTECH INVESTMENT MANAGEMENT LLC$6.6M1
414Cumberland Partners Ltd$6.5M1
415Joseph Group Capital Management$6.5M1
416OPPENHEIMER & CO INC$6.5M1
417HARTFORD INVESTMENT MANAGEMENT CO$6.5M1
418SKBA CAPITAL MANAGEMENT LLC$6.4M1
419BROWN ADVISORY INC$6.4M1
420Sterling Capital Management LLC$6.3M1
421CHOREO, LLC$6.3M1
422Hennion & Walsh Asset Management, Inc.$6.2M1
423LOWE BROCKENBROUGH & CO INC$6.2M1
424Ameritas Investment Partners, Inc.$6.2M1
425Concurrent Investment Advisors, LLC$6.1M1
426MinichMacGregor Wealth Management, LLC$6.0M1
427Graham Capital Management, L.P.$6.0M1
428Summit Trail Advisors, LLC$6.0M1
429DAVENPORT & Co LLC$5.9M1
430Voleon Capital Management LP$5.9M1
431FINANCIAL ADVISORY PARTNERS, LLC$5.8M1
432CWM, LLC$5.8M1
433Snowden Capital Advisors LLC$5.8M1
434Stanley-Laman Group, Ltd.$5.7M1
435Maryland State Retirement & Pension System$5.7M1
436Squarepoint Ops LLC$5.6M1
437MARIETTA INVESTMENT PARTNERS LLC$5.6M1
438BAR HARBOR WEALTH MANAGEMENT$5.5M1
439Merit Financial Group, LLC$5.4M1
440Laird Norton Wetherby Trust Company, LLC$5.4M1
441Siemens Fonds Invest GmbH$5.4M1
442Meeder Advisory Services, Inc.$5.4M1
443S-Bank Fund Management Ltd$5.4M1
444KP Management LLC$5.4M1
445SCS Capital Management LLC$5.3M1
446Dai-ichi Life Insurance Company, Ltd$5.3M1
447Bryn Mawr Trust Advisors, LLC$5.3M1
448DAGCO, INC.$5.3M1
449Norinchukin Bank, The$5.3M1
450Qsemble Capital Management, LP$5.3M1
451Atom Investors LP$5.3M1
452Pinnacle Financial Partners, Inc.$5.2M1
453EXCHANGE TRADED CONCEPTS, LLC$5.2M1
454Strategic Advisors LLC$5.2M1
455Strong Tower Advisory Services$5.2M1
456Fischer Financial Services, Inc.$5.2M1
457Performance Wealth Partners, LLC$5.1M1
458Aptus Capital Advisors, LLC$5.1M1
459B & T Capital Management DBA Alpha Capital Management$5.1M1
460Ashton Thomas Private Wealth, LLC$5.1M1
461Savant Capital, LLC$5.1M1
462Equitable Holdings, Inc.$5.0M1
463HUB Investment Partners, LLC$5.0M1
464CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.0M1
465KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$5.0M1
466Argentarii, LLC$4.9M1
467CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.9M1
468Oak Thistle LLC$4.9M1
469Diversified Trust Co$4.9M1
470Tower View Wealth Management LLC$4.9M1
471New Age Alpha Advisors, LLC$4.9M1
472Bank Pictet & Cie (Europe) AG$4.8M1
473Polymer Capital Management (US) LLC$4.8M1
474VISTA INVESTMENT PARTNERS II, LLC$4.7M1
475UNIVEST FINANCIAL Corp$4.7M1
476BOYD WATTERSON ASSET MANAGEMENT LLC/OH$4.7M1
477MUFG Securities EMEA plc$4.6M1
478AG2R LA MONDIALE GESTION D'ACTIFS$4.6M1
479Transamerica Financial Advisors, LLC$4.6M1
480Cyndeo Wealth Partners, LLC$4.6M1
481RITHOLTZ WEALTH MANAGEMENT$4.6M1
482SEB Asset Management AB$4.6M1
483Albar Capital Partners LLP$4.5M1
484Lafayette Investments, Inc.$4.5M1
485GUYASUTA INVESTMENT ADVISORS INC$4.5M1
486Arax Advisory Partners$4.5M1
487Lombard Odier Asset Management (Switzerland) SA$4.5M1
488CI INVESTMENTS INC.$4.4M1
489Legacy Private Trust Co.$4.4M1
490Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$4.3M1
491Asio Capital, LLC$4.3M1
492Tower Research Capital LLC (TRC)$4.3M1
493NOMURA HOLDINGS INC$4.3M1
494DIVIDEND ASSETS CAPITAL, LLC$4.2M1
495Orion Porfolio Solutions, LLC$4.2M1
496High Net Worth Advisory Group LLC$4.2M1
497BENJAMIN EDWARDS INC$4.2M1
498TOKIO MARINE ASSET MANAGEMENT CO LTD$4.2M1
499Carnegie Investment Counsel$4.2M1
500EXENCIAL WEALTH ADVISORS, LLC$4.1M1
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 / 7 sell
Congress net ($ bound)−$98.0K to $98.0K
Filers net (actions)not in build
Filers net ($ 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 PH

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

Financials — as filed PLANNED

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