Public record / Tickers / SHW

SHW — SHERWIN WILLIAMS CO

Both disclosure regimes on one name: who in Congress filed about SHW, 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
79
all PTR rows naming SHW
Members · 12m
4
3 buys · 8 sells · by trade date
Latest PTR
06-08
filed 2026-06-08
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

Rick W. Allen · $50.0K–$100K

Purchase · traded 2019-09-10 → filed 2023-08-10. Ranked over every SHW row by the provable lower bound, never a point estimate.

4 members · 3 buys / 8 sells

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

12 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

26 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. 26 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SHW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SHW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-08Maria Elvira Salazar R–FL-27SaleTraded 05-12 +27d$1K–$15K
2026-06-08Maria Elvira Salazar R–FL-27SaleTraded 05-12 +27d$1K–$15K
2026-05-08Maria Elvira Salazar R–FL-27PurchaseTraded 04-20 +18d$15K–$50K
2026-05-08Maria Elvira Salazar R–FL-27PurchaseTraded 04-20 +18d$1K–$15K
2025-11-22Jared Moskowitz D–FL-23Sale · DC (dependent-child-owned)Traded 10-10 +43d$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 79 ↗

Members active in SHW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SHW 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.
Maria Elvira Salazar R–FL-274−$14.0K to $63.0K2
Jared Moskowitz D–FL-233−$80.0K to −$17.0K3
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

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

Congress ↔ notable managers · SHW

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

Adding
1 Moore Capital Management $9.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SHERWIN WILLIAMS CO

Merged timeline of congressional filings and notable-manager moves on SHW
DateWhoChangeSize
2026-05-15Moore Capital Management 13Fnew+30,556 sh
2026-05-15Viking Global Investors 13Ftrim−59,541 sh
2026-05-15D1 Capital Partners 13Ftrim−488,371 sh
2026-05-15Gotham Asset Management 13Ftrim−9,993 sh
2026-05-15Bridgewater Associates 13Ftrim−7,755 sh
2026-05-14Caxton Associates 13Fexit−619 sh

6 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 SHW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.6B1
2STATE STREET CORP$5.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$4.9B1
4FMR LLC$2.2B1
5MORGAN STANLEY$2.0B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B1
7GEODE CAPITAL MANAGEMENT, LLC$1.7B1
8ALLIANCEBERNSTEIN L.P.$1.2B1
9Capital Research Global Investors$1.2B1
10VIKING GLOBAL INVESTORS LP$998M1
11DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$866M1
12NORTHERN TRUST CORP$833M1
13Clearbridge Investments, LLC$750M1
14Capital World Investors$723M1
15Amundi$705M1
16WELLS FARGO & COMPANY/MN$648M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$641M1
18Fiera Capital Corp$569M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$548M1
20PineStone Asset Management Inc.$534M1
21Bank of New York Mellon Corp$523M1
221832 Asset Management L.P.$512M1
23MASSACHUSETTS FINANCIAL SERVICES CO /MA/$506M1
24FRANKLIN RESOURCES INC$485M1
25D. E. Shaw & Co., Inc.$477M1
26Legal & General Group Plc$476M1
27BARCLAYS PLC$458M1
28DIMENSIONAL FUND ADVISORS LP$454M1
29UBS Group AG$451M1
30VANGUARD FIDUCIARY TRUST CO$427M1
31Holocene Advisors, LP$401M1
32Invesco Ltd.$383M1
33WELLINGTON MANAGEMENT GROUP LLP$382M1
34BANK OF AMERICA CORP /DE/$360M1
35PARNASSUS INVESTMENTS, LLC$341M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$329M1
37ROYAL BANK OF CANADA$310M1
38ENVESTNET ASSET MANAGEMENT INC$283M1
39Mitsubishi UFJ Asset Management Co., Ltd.$268M1
40DEUTSCHE BANK AG\$261M1
41Nuveen, LLC$261M1
42HSBC HOLDINGS PLC$257M1
43Sumitomo Mitsui Trust Group, Inc.$253M1
44Swiss National Bank$222M1
45National Pension Service$218M1
46JENSEN INVESTMENT MANAGEMENT INC$201M1
47ProShare Advisors LLC$198M1
48PRINCIPAL FINANCIAL GROUP INC$198M1
49RAYMOND JAMES FINANCIAL INC$193M1
50XN LP$183M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$166M1
52Vanguard Global Advisers, LLC$161M1
53DAVENPORT & Co LLC$153M1
54D1 Capital Partners L.P.$152M1
55BALYASNY ASSET MANAGEMENT L.P.$149M1
56Man Group plc$144M1
57CANADA PENSION PLAN INVESTMENT BOARD$143M1
58MAIRS & POWER INC$140M1
59CITADEL ADVISORS LLC$139M1
60BANK OF MONTREAL /CAN/$136M1
61SCHRODER INVESTMENT MANAGEMENT GROUP$136M1
62FLOSSBACH VON STORCH SE$133M1
63MAVERICK CAPITAL LTD$126M1
64FIFTH THIRD BANCORP$124M1
65HighTower Advisors, LLC$122M1
66VANGUARD ASSET MANAGEMENT, Ltd$121M1
67CITIGROUP INC$119M1
68Douglass Winthrop Advisors, LLC$119M1
69TWO SIGMA INVESTMENTS, LP$113M1
70MONTRUSCO BOLTON INVESTMENTS INC.$113M1
71BNP Paribas Asset Management Holding S.A.$109M1
72STIFEL FINANCIAL CORP$107M1
73ADAGE CAPITAL PARTNERS GP, L.L.C.$105M1
74Woodline Partners LP$104M1
75AMERICAN CENTURY COMPANIES INC$100M1
76ALKEON CAPITAL MANAGEMENT LLC$98.3M1
77BANK OF NOVA SCOTIA$97.8M1
78KEYBANK NATIONAL ASSOCIATION/OH$96.7M1
79Quantinno Capital Management LP$90.3M1
80Sumitomo Mitsui DS Asset Management Company, Ltd$90.0M1
81NEW YORK STATE COMMON RETIREMENT FUND$88.9M1
82Aberdeen Group plc$87.9M1
83Allspring Global Investments Holdings, LLC$85.9M1
84Ensign Peak Advisors, Inc$85.8M1
85MAI Capital Management$85.2M1
86TIGER GLOBAL MANAGEMENT LLC$82.4M1
87KING LUTHER CAPITAL MANAGEMENT CORP$82.3M1
88LPL Financial LLC$80.5M1
89LOCUST WOOD CAPITAL ADVISERS, LLC$80.3M1
90VOLORIDGE INVESTMENT MANAGEMENT, LLC$78.6M1
91Universal- Beteiligungs- und Servicegesellschaft mbH$77.7M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$77.2M1
93CIBC Bancorp USA Inc.$75.9M1
94Baird Financial Group, Inc.$74.2M1
95Asset Management One Co., Ltd.$71.9M1
96DAYMARK WEALTH PARTNERS, LLC$71.6M1
97NOMURA ASSET MANAGEMENT CO LTD$71.3M1
98Junto Capital Management LP$70.3M1
99SUSQUEHANNA INTERNATIONAL GROUP, LLP$69.8M1
100Assenagon Asset Management S.A.$68.2M1
101Bristol Gate Capital Partners Inc.$67.3M1
102PBCay One RSC Ltd$67.1M1
103Spear Holdings RSC Ltd$67.1M1
104AVIVA PLC$67.1M1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$65.2M1
106NICHOLAS COMPANY, INC.$65.1M1
107Vontobel Holding Ltd.$65.0M1
108ING GROEP NV$63.6M1
109UniSuper Management Pty Ltd$63.2M1
110SEI INVESTMENTS CO$63.0M1
111PFA Pension, Forsikringsaktieselskab$63.0M1
112NATIONAL BANK OF CANADA /FI/$62.7M1
113TD ASSET MANAGEMENT INC$61.9M1
114Wilkinson Global Asset Management LLC$61.7M1
115WORLDQUANT MILLENNIUM ADVISORS LLC$60.9M1
116Calamos Advisors LLC$60.2M1
117BRADLEY FOSTER & SARGENT INC/CT$60.2M1
118Mariner, LLC$60.0M1
119MACKENZIE FINANCIAL CORP$59.8M1
120Squarepoint Ops LLC$58.7M1
121BRISTOL JOHN W & CO INC /NY/$57.1M1
122JUPITER ASSET MANAGEMENT LTD$56.5M1
123Susquehanna Portfolio Strategies, LLC$56.5M1
124Skye Global Management LP$54.5M1
125Retirement Systems of Alabama$54.5M1
126MANNING & NAPIER ADVISORS LLC$54.4M1
127VICTORY CAPITAL MANAGEMENT INC$54.0M1
128COMPASS CAPITAL MANAGEMENT, INC$53.1M1
129DANSKE BANK A/S$52.5M1
130Aviso Financial Inc.$52.5M1
131MANUFACTURERS LIFE INSURANCE COMPANY, THE$51.1M1
132M&T BANK CORP$50.9M1
133AMERIPRISE FINANCIAL INC$50.1M1
134Carnegie Investment Counsel$49.0M1
135GLENMEDE TRUST CO NA$48.5M1
136Vest Financial, LLC$46.6M1
137GFI Investment Counsel Ltd.$46.4M1
138AQR CAPITAL MANAGEMENT LLC$46.1M1
139TEACHER RETIREMENT SYSTEM OF TEXAS$46.0M1
140Corient Private Wealth LLC$46.0M1
141Sequoia Financial Advisors, LLC$44.5M1
142NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$44.4M1
143STATE OF WISCONSIN INVESTMENT BOARD$43.5M1
144US BANCORP \DE\$42.7M1
145NORDEA INVESTMENT MANAGEMENT AB$41.1M1
146Alecta Tjanstepension Omsesidigt$41.0M1
147BENJAMIN EDWARDS INC$40.5M1
148Eurizon Capital SGR S.p.A.$40.2M1
149Daiwa Securities Group Inc.$40.1M1
150FIRST TRUST ADVISORS LP$39.6M1
151Mitsubishi UFJ Trust & Banking Corp$39.4M1
152MAPLELANE CAPITAL, LLC$39.1M1
153Port Capital LLC$38.3M1
154NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$37.6M1
155ROYAL LONDON ASSET MANAGEMENT LTD$37.3M1
156KLP KAPITALFORVALTNING AS$37.1M1
157Chevy Chase Trust Holdings, LLC$36.5M1
158Findlay Park Partners LLP$36.5M1
159COMMONWEALTH EQUITY SERVICES, LLC$36.1M1
160GUGGENHEIM CAPITAL LLC$35.8M1
161SRB CORP$35.3M1
162Cerity Partners LLC$35.2M1
163Vanguard Investments Australia, Ltd.$35.1M1
164Swedbank AB$34.9M1
165United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$34.6M1
166Pictet Asset Management Holding SA$34.2M1
167Schonfeld Strategic Advisors LLC$34.1M1
168DF DENT & CO INC$34.0M1
169Cetera Investment Advisers$33.6M1
170Norinchukin Bank, The$33.6M1
171Mawer Investment Management Ltd.$33.2M1
172Rockefeller Capital Management L.P.$32.1M1
173Evercore Wealth Management, LLC$30.6M1
174LGT Group Foundation$30.4M1
175WAYCROSS PARTNERS, LLC$30.4M1
176MARKEL GROUP INC.$30.2M1
177Korea Investment CORP$30.0M1
178JOHNSON INVESTMENT COUNSEL INC$30.0M1
179PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$29.8M1
180Capital International Sarl$29.7M1
181OSAIC HOLDINGS, INC.$29.5M1
182NISA INVESTMENT ADVISORS, LLC$29.0M1
183MARSICO CAPITAL MANAGEMENT LLC$28.4M1
184ABN AMRO INVESTMENT SOLUTIONS$28.3M1
185TORONTO DOMINION BANK$28.0M1
186DEARBORN PARTNERS LLC$28.0M1
187Glenview Trust Co$26.9M1
188DAVIS R M INC$26.5M1
189Arbejdsmarkedets Tillaegspension$25.9M1
190State of New Jersey Common Pension Fund D$25.7M1
191Resona Asset Management Co.,Ltd.$25.5M1
192Mediolanum International Funds Ltd$25.4M1
193BW Gestao de Investimentos Ltda.$25.0M1
194Capital International Investors$24.7M1
195LAZARD ASSET MANAGEMENT LLC$24.6M1
196BLAIR WILLIAM & CO/IL$24.5M1
197Trexquant Investment LP$24.4M1
198SCOTIA CAPITAL INC.$24.3M1
199Andra AP-fonden$24.2M1
200Covea Finance$23.9M1
201Lansforsakringar Fondforvaltning AB (publ)$23.7M1
202O'SHAUGHNESSY ASSET MANAGEMENT, LLC$23.6M1
203Creative Planning$23.4M1
204Kinetic Partners Management, LP$23.4M1
205Tredje AP-fonden$23.3M1
206FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$23.2M1
207Alyeska Investment Group, L.P.$22.9M1
208Mirae Asset Global Investments Co., Ltd.$22.8M1
209EVENTIDE ASSET MANAGEMENT, LLC$22.8M1
210BAMCO INC /NY/$22.7M1
211Pinnacle Financial Partners, Inc.$22.6M1
212One Madison Group LLC$22.4M1
213DnB Asset Management AS$22.4M1
214Obermeyer Wealth Partners$22.2M1
215Governors Lane LP$21.7M1
216ALTA CAPITAL MANAGEMENT LLC/$21.4M1
217CONFLUENCE INVESTMENT MANAGEMENT LLC$21.3M1
218Rafferty Asset Management, LLC$20.8M1
219BEACON INVESTMENT ADVISORY SERVICES, INC.$20.7M1
220Arizona State Retirement System$20.7M1
221Tamar Securities, LLC$20.6M1
222Night Squared LP$20.6M1
223MERCER GLOBAL ADVISORS INC /ADV$20.6M1
224FEDERATED HERMES, INC.$20.5M1
225MetLife Investment Management, LLC$20.3M1
226Czech National Bank$20.1M1
227Aware Super Pty Ltd as trustee of Aware Super$20.1M1
228STATE OF MICHIGAN RETIREMENT SYSTEM$20.1M1
229XPONANCE LLC$19.2M1
230Point72 Asset Management, L.P.$18.3M1
231SAYBROOK CAPITAL /NC$18.1M1
232Kestra Advisory Services, LLC$18.0M1
233WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$18.0M1
234CIBC Asset Management Inc$17.8M1
235Swiss Life Asset Management Ltd$17.8M1
236COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$17.2M1
237SEB Asset Management AB$16.8M1
238CAPITAL INTERNATIONAL LTD /CA/$16.8M1
239STOREBRAND ASSET MANAGEMENT AS$16.7M1
240Ancora Advisors LLC$16.3M1
241Sanctuary Advisors, LLC$15.9M1
242Voleon Capital Management LP$15.8M1
243Cercano Management LLC$15.8M1
244VOYA INVESTMENT MANAGEMENT LLC$15.7M1
245NISSAY ASSET MANAGEMENT CORP /JAPAN$15.6M1
246Dilation Capital Management LP$15.3M1
247IFM Investors Pty Ltd$15.2M1
248MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$15.2M1
249Segment Wealth Management, LLC$15.1M1
250Capital International, Inc./CA/$15.0M1
251Raub Brock Capital Management LP$15.0M1
252FLPUTNAM INVESTMENT MANAGEMENT CO$14.8M1
253CIBC WORLD MARKET INC.$14.8M1
254Badgley Phelps Wealth Managers, LLC$14.7M1
255LexAurum Advisors, LLC$14.4M1
256Lido Advisors, LLC$14.3M1
257&PARTNERS$14.3M1
258YOUSIF CAPITAL MANAGEMENT, LLC$14.2M1
259Varma Mutual Pension Insurance Co$14.0M1
260BROWN ADVISORY INC$13.9M1
261LBP AM SA$13.8M1
262B. Metzler seel. Sohn & Co. AG$13.7M1
263MILLENNIUM MANAGEMENT LLC$13.6M1
264Penobscot Investment Management Company, Inc.$13.5M1
265Cornerstone Advisors, LLC$13.3M1
266TRUIST FINANCIAL CORP$13.3M1
267S.E.E.D. Planning Group LLC$13.2M1
268USS Investment Management Ltd$13.1M1
269JLB & ASSOCIATES INC$13.0M1
270ASR Vermogensbeheer N.V.$12.8M1
271CCM INVESTMENT ADVISERS LLC$12.8M1
272NEW YORK LIFE INVESTMENT MANAGEMENT LLC$12.4M1
273Calamos Wealth Management LLC$12.1M1
274Verition Fund Management LLC$12.1M1
275Utah Retirement Systems$12.0M1
276Dynamic Advisor Solutions LLC$12.0M1
277MML INVESTORS SERVICES, LLC$11.9M1
27811 Capital Partners LP$11.8M1
279PUBLIC SECTOR PENSION INVESTMENT BOARD$11.7M1
280NATIXIS$11.7M1
281Lakeridge Wealth Management LLC$11.7M1
282OCCUDO QUANTITATIVE STRATEGIES LP$11.6M1
283Focus Partners Wealth$11.4M1
284Stratos Wealth Partners, LTD.$11.1M1
285Azimuth Capital Investment Management LLC$11.0M1
286NORTHEAST INVESTMENT MANAGEMENT$10.9M1
287Rakuten Investment Management, Inc.$10.9M1
288Addenda Capital Inc.$10.8M1
289Vision Capital Management, Inc.$10.7M1
290Brendel Financial Advisors LLC$10.7M1
291ASSETMARK, INC$10.6M1
292Tidal Investments LLC$10.6M1
293NEOS Investment Management LLC$10.6M1
294BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.4M1
295Pathstone Holdings, LLC$10.3M1
296WINTON GROUP Ltd$10.1M1
297UNIVEST FINANCIAL Corp$9.9M1
298Vident Advisory, LLC$9.9M1
299Granite Investment Partners, LLC$9.8M1
300Engineers Gate Manager LP$9.8M1
301Applied Finance Capital Management, LLC$9.8M1
302MOORE CAPITAL MANAGEMENT, LP$9.8M1
303TOTH FINANCIAL ADVISORY CORP$9.7M1
304Ravenstone Capital Management Inc.$9.7M1
305HB Wealth Management, LLC$9.5M1
306CAPITOLIS LIQUID GLOBAL MARKETS LLC$9.5M1
307LS Investment Advisors, LLC$9.5M1
308MATTERN CAPITAL MANAGEMENT, LLC$9.4M1
309Janus Henderson Group Ltd.$9.1M1
310Prospera Financial Services Inc$9.0M1
311Ethic Inc.$8.9M1
312Obion Capital Management LP$8.8M1
313Aptus Capital Advisors, LLC$8.8M1
314Empowered Funds, LLC$8.7M1
315WELCH & FORBES LLC$8.7M1
316Asset Advisors Investment Management, LLC$8.5M1
317OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.5M1
318Midwest Trust Co$8.5M1
319Allianz Asset Management GmbH$8.3M1
320Vanguard Personalized Indexing Management, LLC$8.3M1
321QRG CAPITAL MANAGEMENT, INC.$8.1M1
322BARR E S & CO$8.1M1
323DIVIDEND ASSETS CAPITAL, LLC$8.0M1
324Elo Mutual Pension Insurance Co$8.0M1
325REGIONS FINANCIAL CORP$7.9M1
326MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.9M1
327Connor, Clark & Lunn Investment Management Ltd.$7.8M1
328MGO ONE SEVEN LLC$7.8M1
329ADAMS NATURAL RESOURCES FUND, INC.$7.7M1
330OP Asset Management Ltd$7.7M1
331Wealthfront Advisers LLC$7.7M1
332Stokes Capital Advisors, LLC$7.7M1
333Willis Investment Counsel$7.7M1
334KP Management LLC$7.7M1
335CARDEROCK CAPITAL MANAGEMENT INC$7.7M1
336Vantage Investment Partners, LLC$7.4M1
337PRUDENTIAL PLC$7.3M1
338Clearstead Advisors, LLC$7.3M1
339Dorsey & Whitney Trust CO LLC$7.2M1
340LGT Fund Management Co Ltd.$7.2M1
341MIDLAND WEALTH ADVISORS, LLC$7.0M1
342STEPHENS INC /AR/$7.0M1
343Vestmark Advisory Solutions, Inc.$7.0M1
344Investment Management Corp of Ontario$6.9M1
345PITTENGER & ANDERSON INC$6.8M1
346Federation des caisses Desjardins du Quebec$6.8M1
347MACQUARIE GROUP LTD$6.7M1
348Candriam S.C.A.$6.7M1
349COMMERCE BANK$6.7M1
350Blue Trust, Inc.$6.4M1
351PENINSULA ASSET MANAGEMENT INC$6.3M1
352BAXTER BROS INC$6.3M1
353UMB Bank, n.a.$6.2M1
354Osmosis Investment Management UK Ltd$6.2M1
355Orion Porfolio Solutions, LLC$6.1M1
356GILDER GAGNON HOWE & CO LLC$6.1M1
357Sagefield Capital LP$6.0M1
358CFM WEALTH PARTNERS LLC$6.0M1
359Kinsale Capital Group, Inc.$5.9M1
360OMERS ADMINISTRATION Corp$5.9M1
361Peregrine Asset Advisers, Inc.$5.9M1
362TD Waterhouse Canada Inc.$5.8M1
363HM PAYSON & CO$5.8M1
364Atria Investments, Inc$5.8M1
365Walleye Trading LLC$5.8M1
366J.P. Marvel Investment Advisors, LLC$5.7M1
367Soltis Investment Advisors LLC$5.6M1
368STRATEGIC PLANNING GROUP, LLC$5.5M1
369AIA Group Ltd$5.5M1
370Clio Asset Management LLC$5.5M1
371WESTWOOD HOLDINGS GROUP INC$5.4M1
372Generali Asset Management SPA SGR$5.3M1
373Merit Financial Group, LLC$5.3M1
374MISSION WEALTH MANAGEMENT, LP$5.3M1
375NewEdge Advisors, LLC$5.3M1
376BRANT POINT INVESTMENT MANAGEMENT LLC$5.3M1
377Kenora Financial, LLC$5.2M1
378Roundview Capital LLC$5.2M1
379Polymer Capital Management (US) LLC$5.1M1
380Jefferies Financial Group Inc.$5.1M1
381Mullaney, Keating & Wright, Inc.$5.0M1
382FOURPATH CAPITAL MANAGEMENT, LLC$4.9M1
383FULLER & THALER ASSET MANAGEMENT, INC.$4.9M1
384Eos Management, L.P.$4.9M1
385Iyo Bank, Ltd.$4.9M1
386Western Reserve Capital Management, LLC$4.8M1
387Metis Global Partners, LLC$4.8M1
388Gotham Asset Management, LLC$4.7M1
389Core Alternative Capital$4.7M1
390Concurrent Investment Advisors, LLC$4.6M1
391HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.6M1
392Lombard Odier Asset Management (Switzerland) SA$4.6M1
393Atlantic Union Bankshares Corp$4.6M1
394MSH Capital Advisors LLC$4.6M1
395Wills Financial Group LLC$4.5M1
396PINNACLE ASSOCIATES LTD$4.5M1
397MIZUHO SECURITIES USA LLC$4.5M1
398Bleakley Financial Group, LLC$4.5M1
399Kelly Financial Services LLC$4.5M1
400Advisors Capital Management, LLC$4.4M1
401Brevan Howard Capital Management LP$4.4M1
402Sterling Capital Management LLC$4.4M1
403Orange Investment Advisors, Inc.$4.4M1
404Ameritas Advisory Services, LLC$4.4M1
405Onex Canada Asset Management Inc.$4.3M1
406BURNEY CO/$4.3M1
407Lighthouse Investment Partners, LLC$4.3M1
408Sitrin Capital Management LLC$4.3M1
409HANCOCK WHITNEY CORP$4.3M1
410Slow Capital, Inc.$4.3M1
411AZZAD ASSET MANAGEMENT INC /ADV$4.3M1
412Illinois Municipal Retirement Fund$4.3M1
413Citizens Business Bank$4.3M1
414HARTFORD INVESTMENT MANAGEMENT CO$4.2M1
415INTECH INVESTMENT MANAGEMENT LLC$4.2M1
416Suncoast Equity Management$4.2M1
417Tower Research Capital LLC (TRC)$4.2M1
418Wilmington Savings Fund Society, FSB$4.1M1
419Frederick Financial Consultants, LLC$4.1M1
420Concentric Capital Strategies, LP$4.0M1
421Regents Gate Capital LLP$4.0M1
422NORTHSTAR ASSET MANAGEMENT Co$4.0M1
423MIRAE ASSET SECURITIES (USA) INC.$4.0M1
424Chesley Taft & Associates LLC$4.0M1
425Bragg Financial Advisors, Inc$4.0M1
426Steward Partners Investment Advisory, LLC$4.0M1
427Kerusso Capital Management LLC$3.9M1
428PALISADE CAPITAL MANAGEMENT, LP$3.9M1
429ANGELES WEALTH MANAGEMENT, LLC$3.9M1
430CWM, LLC$3.9M1
431Quantbot Technologies LP$3.9M1
432CHOREO, LLC$3.9M1
433Marble Harbor Investment Counsel, LLC$3.9M1
434Robbins Farley$3.8M1
435CREDIT AGRICOLE S A$3.8M1
436Laird Norton Wetherby Trust Company, LLC$3.8M1
437Snowden Capital Advisors LLC$3.8M1
438SevenBridge Financial Group, LLC$3.8M1
439BEESE FULMER INVESTMENT MANAGEMENT, INC.$3.8M1
440Maryland State Retirement & Pension System$3.7M1
441TORRAY INVESTMENT PARTNERS LLC$3.7M1
442Havemeyer Place LP$3.7M1
443TOKIO MARINE ASSET MANAGEMENT CO LTD$3.6M1
444Bridgewater Associates, LP$3.6M1
445Plato Investment Management Ltd$3.6M1
446GUARDIAN CAPITAL LP$3.6M1
447GRIFFIN ASSET MANAGEMENT, INC.$3.6M1
448Capital Group Investment Management Pte. Ltd.$3.6M1
449Haverford Trust Co$3.5M1
450Strong Tower Advisory Services$3.5M1
451Advisors Asset Management, Inc.$3.5M1
452TOWNSQUARE CAPITAL LLC$3.4M1
453GREENLEAF TRUST$3.4M1
454Texas Yale Capital Corp.$3.4M1
455ICW Investment Advisors LLC$3.4M1
456Canada Post Corp Registered Pension Plan$3.3M1
457East Coast Asset Management, LLC.$3.3M1
458Keel Point, LLC$3.3M1
459Capital Planning Advisors, LLC$3.3M1
460MidFirst Bank$3.3M1
461Ameritas Investment Partners, Inc.$3.3M1
462Freestone Capital Holdings, LLC$3.3M1
463KESTRA PRIVATE WEALTH SERVICES, LLC$3.3M1
464Evelyn Partners Investment Management LLP$3.2M1
465Caprock Group, LLC$3.2M1
466National Philanthropic Trust$3.2M1
467Meiji Yasuda America Inc$3.2M1
468Legacy Financial Strategies, LLC$3.2M1
469Beacon Pointe Advisors, LLC$3.2M1
470Pinnacle Holdings, LLC$3.2M1
471OPPENHEIMER & CO INC$3.2M1
472OPPENHEIMER ASSET MANAGEMENT INC.$3.1M1
473AG2R LA MONDIALE GESTION D'ACTIFS$3.1M1
474Cyndeo Wealth Partners, LLC$3.1M1
475EVOKE WEALTH, LLC$3.1M1
476Crossmark Global Holdings, Inc.$3.1M1
477McElhenny Sheffield Capital Management, LLC$3.1M1
478Nemes Rush Group LLC$3.1M1
479PATTON ALBERTSON MILLER GROUP, LLC$3.1M1
480Summit Financial, LLC$3.0M1
481MUFG Securities EMEA plc$3.0M1
482Americana Partners, LLC$3.0M1
483Summit Trail Advisors, LLC$3.0M1
484ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$3.0M1
485EQUITABLE TRUST CO$3.0M1
486Marnell Management LLC$3.0M1
487FSM Wealth Advisors, LLC$3.0M1
488NICHOLS & PRATT ADVISERS LLP /MA$3.0M1
489Siemens Fonds Invest GmbH$3.0M1
490Numerai GP LLC$3.0M1
491Cordatus Wealth Management LLC$3.0M1
492SAPIENT CAPITAL LLC$2.9M1
493Curran Financial Partners, LLC$2.9M1
494ELEVATION POINT WEALTH PARTNERS, LLC$2.9M1
495CONNABLE OFFICE INC$2.9M1
496Freedom Day Solutions, LLC$2.9M1
497CI INVESTMENTS INC.$2.9M1
498BRAUN STACEY ASSOCIATES INC$2.9M1
499AE Wealth Management LLC$2.9M1
500Y-Intercept (Hong Kong) Ltd$2.8M1
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)3 buy / 8 sell
Congress net ($ bound)−$138K to $58.0K
Filers net (actions)not in build
Filers net ($ 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 SHW

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SHW · financials and macro

Financials — as filed PLANNED

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