Public record / Tickers / SYY

SYY — SYSCO CORP

Both disclosure regimes on one name: who in Congress filed about SYY, 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
82
all PTR rows naming SYY
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
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

David B. McKinley · $50.0K–$100K

Sale · traded 2021-12-27 → filed 2022-01-14. Ranked over every SYY row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

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

22 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SYY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SYY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 09-12 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 03-20 LATE·146d$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 82 ↗

Members active in SYY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SYY 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.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

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

Congress ↔ notable managers · SYY

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 Bridgewater Associates $3.5M held
Trimming
1 Gotham Asset Management $6.2M held

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

Merged timeline of congressional filings and notable-manager moves on SYY
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+19,742 sh
2026-05-15Gotham Asset Management 13Ftrim−30,277 sh

2 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 SYY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.2B1
3STATE STREET CORP$1.9B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B1
5GEODE CAPITAL MANAGEMENT, LLC$926M1
6Invesco Ltd.$827M1
7HARRIS ASSOCIATES L P$785M1
8Boston Partners$755M1
9Capital Research Global Investors$633M1
10MORGAN STANLEY$434M1
11BANK OF AMERICA CORP /DE/$408M1
12NORTHERN TRUST CORP$360M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$338M1
14DIMENSIONAL FUND ADVISORS LP$333M1
15WELLINGTON MANAGEMENT GROUP LLP$315M1
16D. E. Shaw & Co., Inc.$280M1
17Longview Partners (Guernsey) LTD$279M1
18PRIMECAP MANAGEMENT CO/CA/$264M1
19DIAMOND HILL CAPITAL MANAGEMENT INC$248M1
20STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$246M1
21Bank of New York Mellon Corp$241M1
22FMR LLC$235M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$233M1
24AMERICAN CENTURY COMPANIES INC$197M1
25VANGUARD FIDUCIARY TRUST CO$195M1
26Legal & General Group Plc$174M1
27Point72 Asset Management, L.P.$172M1
28AMERIPRISE FINANCIAL INC$172M1
29ROYAL BANK OF CANADA$168M1
30Amundi$167M1
31ProShare Advisors LLC$158M1
32First Nebraska Trust Co$157M1
33UBS Group AG$153M1
34MASSACHUSETTS FINANCIAL SERVICES CO /MA/$141M1
35NORDEA INVESTMENT MANAGEMENT AB$136M1
36FIDUCIARY MANAGEMENT INC /WI/$134M1
37Mondrian Investment Partners LTD$130M1
38WELLS FARGO & COMPANY/MN$130M1
39MANUFACTURERS LIFE INSURANCE COMPANY, THE$122M1
40PARNASSUS INVESTMENTS, LLC$113M1
41DEUTSCHE BANK AG\$112M1
42BANK OF MONTREAL /CAN/$111M1
43AQR CAPITAL MANAGEMENT LLC$103M1
44Swiss National Bank$100M1
45Pictet Asset Management Holding SA$100M1
46BARCLAYS PLC$96.5M1
47Nuveen, LLC$93.6M1
48PRUDENTIAL FINANCIAL INC$92.8M1
49ENVESTNET ASSET MANAGEMENT INC$91.3M1
50BALYASNY ASSET MANAGEMENT L.P.$91.3M1
51YACKTMAN ASSET MANAGEMENT LP$88.1M1
52Sumitomo Mitsui Trust Group, Inc.$87.9M1
53VICTORY CAPITAL MANAGEMENT INC$87.4M1
54Ensign Peak Advisors, Inc$85.1M1
55STOREBRAND ASSET MANAGEMENT AS$84.1M1
56SUVRETTA CAPITAL MANAGEMENT, LLC$82.7M1
57Mitsubishi UFJ Asset Management Co., Ltd.$81.2M1
58Empower Advisory Group, LLC$80.6M1
59Focus Partners Wealth$80.4M1
60Interval Partners, LP$75.3M1
61Vanguard Global Advisers, LLC$74.7M1
62HSBC HOLDINGS PLC$70.4M1
63RAYMOND JAMES FINANCIAL INC$69.8M1
64VANGUARD ASSET MANAGEMENT, Ltd$69.5M1
65FRANKLIN RESOURCES INC$68.2M1
66BRANDES INVESTMENT PARTNERS, LP$64.6M1
67CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$62.4M1
68National Pension Service$61.4M1
69TOMS Capital Investment Management LP$60.6M1
70CITIGROUP INC$58.4M1
71EARNEST PARTNERS LLC$58.0M1
72Man Group plc$57.4M1
73MILLENNIUM MANAGEMENT LLC$57.1M1
74CITADEL ADVISORS LLC$55.5M1
75Qube Research & Technologies Ltd$54.1M1
76PFA Pension, Forsikringsaktieselskab$53.2M1
77NOMURA ASSET MANAGEMENT CO LTD$50.7M1
78ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$48.5M1
79ALLIANCEBERNSTEIN L.P.$48.5M1
80Vest Financial, LLC$48.0M1
81Mariner, LLC$47.6M1
82Swedbank AB$45.0M1
83SEI INVESTMENTS CO$44.7M1
84FIRST TRUST ADVISORS LP$44.4M1
85LPL Financial LLC$44.0M1
86Eurizon Capital SGR S.p.A.$43.7M1
87Cullen Capital Management, LLC$43.3M1
88INTECH INVESTMENT MANAGEMENT LLC$42.4M1
89CAMBIAR INVESTORS LLC$40.2M1
90Engineers Gate Manager LP$40.1M1
91PRINCIPAL FINANCIAL GROUP INC$39.9M1
92BNP Paribas Asset Management Holding S.A.$38.7M1
93TEACHER RETIREMENT SYSTEM OF TEXAS$37.0M1
94RWC Asset Management LLP$36.4M1
95COUNTRY TRUST BANK$35.5M1
96SEIZERT CAPITAL PARTNERS, LLC$35.3M1
97REGIONS FINANCIAL CORP$33.4M1
98STIFEL FINANCIAL CORP$32.8M1
99CANADA PENSION PLAN INVESTMENT BOARD$32.7M1
100DANSKE BANK A/S$32.2M1
101Schonfeld Strategic Advisors LLC$32.1M1
102Cetera Investment Advisers$31.9M1
103MEYER HANDELMAN CO$31.6M1
104Mitsubishi UFJ Trust & Banking Corp$31.6M1
105BECKER CAPITAL MANAGEMENT INC$30.8M1
106MACKENZIE FINANCIAL CORP$30.8M1
107STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$30.4M1
108Artisan Partners Limited Partnership$30.4M1
109Korea Investment CORP$29.6M1
110GEM Asset Management, LLC$29.5M1
111Troy Asset Management Ltd$29.0M1
112AVIVA PLC$28.7M1
113HighTower Advisors, LLC$28.5M1
114Universal- Beteiligungs- und Servicegesellschaft mbH$27.5M1
115DELTA ASSET MANAGEMENT LLC/TN$27.4M1
116JANE STREET GROUP, LLC$27.3M1
117FEDERATED HERMES, INC.$26.8M1
118Baird Financial Group, Inc.$26.5M1
119KLP KAPITALFORVALTNING AS$26.4M1
120TODD ASSET MANAGEMENT LLC$25.4M1
121Aberdeen Group plc$25.0M1
122ROYAL LONDON ASSET MANAGEMENT LTD$24.6M1
123SUSQUEHANNA INTERNATIONAL GROUP, LLP$24.6M1
124EASTERN BANK$24.3M1
125FIL Ltd$24.1M1
126NATIONAL BANK OF CANADA /FI/$24.1M1
127FIFTH THIRD BANCORP$23.6M1
128Mediolanum International Funds Ltd$23.4M1
129STATE OF WISCONSIN INVESTMENT BOARD$22.5M1
130Cerity Partners LLC$22.3M1
131Arbejdsmarkedets Tillaegspension$21.9M1
132NEW YORK STATE COMMON RETIREMENT FUND$21.9M1
133Quantinno Capital Management LP$21.6M1
134TD ASSET MANAGEMENT INC$20.7M1
135Creative Planning$20.3M1
136Allianz Asset Management GmbH$19.7M1
137COMMONWEALTH EQUITY SERVICES, LLC$19.5M1
138CLIFFORD SWAN INVESTMENT COUNSEL LLC$19.5M1
139Cannell & Spears LLC$19.0M1
140CIBC Asset Management Inc$18.3M1
141BARROW HANLEY MEWHINNEY & STRAUSS LLC$17.1M1
142Vanguard Investments Australia, Ltd.$17.0M1
143Chevy Chase Trust Holdings, LLC$16.9M1
144US BANCORP \DE\$16.6M1
145Dana Investment Advisors, Inc.$16.4M1
146Freestone Grove Partners LP$16.4M1
147GUGGENHEIM CAPITAL LLC$16.4M1
148FACTORY MUTUAL INSURANCE CO$16.3M1
149Trexquant Investment LP$16.2M1
150SCOPUS ASSET MANAGEMENT, L.P.$15.3M1
151LIBERTY ONE INVESTMENT MANAGEMENT, LLC$15.3M1
152D.A. DAVIDSON & CO.$15.2M1
153APG Asset Management N.V.$14.9M1
154Crossmark Global Holdings, Inc.$14.9M1
155Asset Management One Co., Ltd.$14.7M1
156Illinois Municipal Retirement Fund$14.7M1
157BLAIR WILLIAM & CO/IL$14.0M1
158Y-Intercept (Hong Kong) Ltd$14.0M1
159HEARTLAND ADVISORS INC$13.6M1
160Candriam S.C.A.$13.4M1
161M&T BANK CORP$13.3M1
162TRUIST FINANCIAL CORP$13.3M1
163Corient Private Wealth LLC$13.0M1
164OSAIC HOLDINGS, INC.$12.8M1
165Lavaca Capital LLC$12.7M1
166COMMERCE BANK$12.7M1
167CREDIT AGRICOLE S A$12.6M1
168Wilmington Savings Fund Society, FSB$12.6M1
169Resona Asset Management Co.,Ltd.$12.6M1
170FARMERS & MERCHANTS INVESTMENTS INC$12.5M1
171Federation des caisses Desjardins du Quebec$12.5M1
172ASSOCIATED BANC-CORP$12.4M1
173ASSETMARK, INC$12.3M1
174Swiss Life Asset Management Ltd$12.2M1
175ISTHMUS PARTNERS, LLC$11.8M1
176St. James Investment Company, LLC$11.7M1
177SHAYNE & JACOBS, LLC$11.7M1
178YOUSIF CAPITAL MANAGEMENT, LLC$11.7M1
179State of New Jersey Common Pension Fund D$11.7M1
180LAZARD ASSET MANAGEMENT LLC$11.7M1
181BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$11.5M1
182CABOT WEALTH MANAGEMENT INC$11.4M1
183Moran Wealth Management, LLC$11.4M1
184NISA INVESTMENT ADVISORS, LLC$11.2M1
185Calamos Advisors LLC$11.1M1
186Lansforsakringar Fondforvaltning AB (publ)$11.0M1
187XTX Topco Ltd$11.0M1
188Tredje AP-fonden$11.0M1
189ADAGE CAPITAL PARTNERS GP, L.L.C.$11.0M1
190TORONTO DOMINION BANK$10.9M1
191CIBC Bancorp USA Inc.$10.9M1
192KORNITZER CAPITAL MANAGEMENT INC /KS$10.7M1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.6M1
194STEADFAST CAPITAL MANAGEMENT LP$10.5M1
195Varma Mutual Pension Insurance Co$10.5M1
196PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$10.2M1
197Cresset Asset Management, LLC$10.0M1
198TOTH FINANCIAL ADVISORY CORP$9.8M1
199TOCQUEVILLE ASSET MANAGEMENT L.P.$9.8M1
200NEW ENGLAND ASSET MANAGEMENT INC$9.6M1
201Columbus Macro, LLC$9.5M1
202Stockman Wealth Management, Inc.$9.5M1
203Czech National Bank$9.3M1
204Aquatic Capital Management LLC$9.3M1
205Arizona State Retirement System$9.3M1
206Polar Capital Holdings Plc$9.2M1
207BAR HARBOR WEALTH MANAGEMENT$9.1M1
208XPONANCE LLC$9.0M1
209NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$9.0M1
210STATE OF MICHIGAN RETIREMENT SYSTEM$8.9M1
211MetLife Investment Management, LLC$8.8M1
212Ethic Inc.$8.8M1
213TWINBEECH CAPITAL LP$8.8M1
214FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.7M1
215Hiddenite Capital Partners LP$8.6M1
216Ironwood Investment Counsel, LLC$8.6M1
217Modera Wealth Management, LLC$8.5M1
218Zurcher Kantonalbank (Zurich Cantonalbank)$8.3M1
219Sicart Associates LLC$8.2M1
220Rayburn West Financial Services LLC$8.1M1
221DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.1M1
222COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$8.0M1
223Mirae Asset Global Investments Co., Ltd.$7.9M1
224HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.8M1
225Elo Mutual Pension Insurance Co$7.7M1
226Tidal Investments LLC$7.7M1
227Osmosis Investment Management UK Ltd$7.5M1
228Cambridge Financial Group, Inc.$7.5M1
229VOYA INVESTMENT MANAGEMENT LLC$7.4M1
230Retirement Systems of Alabama$7.3M1
231BAILARD, INC.$7.3M1
232Pathstone Holdings, LLC$7.2M1
233TRILLIUM ASSET MANAGEMENT, LLC$7.2M1
234DnB Asset Management AS$7.2M1
235Meiji Yasuda Asset Management Co Ltd.$7.1M1
236MAIRS & POWER INC$7.1M1
237FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$7.1M1
238NATIXIS$6.9M1
239LMCG INVESTMENTS, LLC$6.9M1
240Empowered Funds, LLC$6.9M1
241Graves Light Lenhart Wealth, Inc.$6.9M1
242USS Investment Management Ltd$6.8M1
243MERCER GLOBAL ADVISORS INC /ADV$6.8M1
244Daiwa Securities Group Inc.$6.8M1
245GATEWAY INVESTMENT ADVISERS LLC$6.7M1
246Woodline Partners LP$6.7M1
247Hudson Bay Capital Management LP$6.7M1
248SEB Asset Management AB$6.7M1
249OPPENHEIMER ASSET MANAGEMENT INC.$6.6M1
250Wealthfront Advisers LLC$6.6M1
251Clark & Stuart, Inc$6.6M1
252NICHOLAS COMPANY, INC.$6.6M1
253Robeco Institutional Asset Management B.V.$6.5M1
254ASR Vermogensbeheer N.V.$6.5M1
255Bryn Mawr Trust Advisors, LLC$6.5M1
256CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$6.2M1
257Gotham Asset Management, LLC$6.2M1
258BROWN ADVISORY INC$6.2M1
259AE Wealth Management LLC$6.0M1
260Kerrisdale Advisers, LLC$6.0M1
261O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.9M1
262LBP AM SA$5.9M1
263CWM, LLC$5.7M1
264Zimmer Partners, LP$5.7M1
265Utah Retirement Systems$5.6M1
266Goelzer Investment Management, Inc.$5.5M1
267PUBLIC SECTOR PENSION INVESTMENT BOARD$5.5M1
268Sanctuary Advisors, LLC$5.5M1
269Kestra Advisory Services, LLC$5.4M1
270IFM Investors Pty Ltd$5.3M1
271ABN AMRO INVESTMENT SOLUTIONS$5.3M1
272Verition Fund Management LLC$5.2M1
273Sumitomo Mitsui DS Asset Management Company, Ltd$5.2M1
274Sky Investment Group LLC$5.1M1
275Janus Henderson Group Ltd.$5.1M1
276NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.1M1
277SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$5.0M1
278JOHN G ULLMAN & ASSOCIATES INC$5.0M1
279Callan Family Office, LLC$5.0M1
280Andra AP-fonden$5.0M1
281Rakuten Investment Management, Inc.$4.9M1
282NEOS Investment Management LLC$4.9M1
283PARSONS CAPITAL MANAGEMENT INC/RI$4.9M1
284Hennion & Walsh Asset Management, Inc.$4.9M1
285SCHRODER INVESTMENT MANAGEMENT GROUP$4.8M1
286HUNTINGTON NATIONAL BANK$4.8M1
287BANK OF NOVA SCOTIA$4.8M1
288Gilman Hill Asset Management, LLC$4.7M1
289Machina Capital S.A.S.$4.7M1
290KKM Financial LLC$4.7M1
291Vinva Investment Management Ltd$4.7M1
292BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.7M1
293Krilogy Financial LLC$4.6M1
294CIBC WORLD MARKET INC.$4.6M1
295Vanguard Personalized Indexing Management, LLC$4.6M1
296Lombard Odier Asset Management (Europe) Ltd$4.6M1
297Orion Porfolio Solutions, LLC$4.6M1
298MML INVESTORS SERVICES, LLC$4.6M1
299NISSAY ASSET MANAGEMENT CORP /JAPAN$4.6M1
300Sompo Asset Management Co., Ltd.$4.4M1
301Glenview Trust Co$4.4M1
302Avanza Fonder AB$4.3M1
303Harbour Trust & Investment Management Co$4.3M1
304Composition Wealth, LLC$4.3M1
305MANNING & NAPIER ADVISORS LLC$4.3M1
306UniSuper Management Pty Ltd$4.2M1
307LYNCH & ASSOCIATES/IN$4.1M1
308SummitTX Capital, L.P.$4.1M1
309WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$4.1M1
310FIDUCIARY TRUST CO$4.1M1
311GLENMEDE TRUST CO NA$4.0M1
312LMG Wealth Partners, LLC$4.0M1
313BARTLETT & CO. WEALTH MANAGEMENT LLC$4.0M1
314BURNEY CO/$4.0M1
315Rockefeller Capital Management L.P.$4.0M1
316MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.0M1
317WELCH & FORBES LLC$3.9M1
318OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.9M1
319MONARCH CAPITAL MANAGEMENT INC$3.9M1
320Nordwand Advisors, LLC$3.9M1
321Blackstone Inc.$3.8M1
322INTACT INVESTMENT MANAGEMENT INC.$3.8M1
323B. Metzler seel. Sohn & Co. AG$3.8M1
324VELA Investment Management, LLC$3.8M1
325TD Waterhouse Canada Inc.$3.8M1
326CITIZENS FINANCIAL GROUP INC/RI$3.8M1
327MAI Capital Management$3.7M1
328MACQUARIE GROUP LTD$3.7M1
329IEQ CAPITAL, LLC$3.7M1
330MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.6M1
331NewEdge Advisors, LLC$3.6M1
332Badgley Phelps Wealth Managers, LLC$3.6M1
333CNA FINANCIAL CORP$3.6M1
334OP Asset Management Ltd$3.5M1
335Kinloch Capital, LLC$3.5M1
336Bridgewater Associates, LP$3.5M1
337Vontobel Holding Ltd.$3.4M1
338Alyeska Investment Group, L.P.$3.4M1
339Kerusso Capital Management LLC$3.4M1
340Royal Fund Management, LLC$3.4M1
341Generali Asset Management SPA SGR$3.4M1
342ARQ WEALTH ADVISORS, LLC$3.4M1
343NORTH STAR ASSET MANAGEMENT INC$3.3M1
344EVERETT HARRIS & CO /CA/$3.3M1
345OCCUDO QUANTITATIVE STRATEGIES LP$3.3M1
346Zurich Insurance Group Ltd/FI$3.3M1
347NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.3M1
348Clarkston Capital Partners, LLC$3.2M1
349Alphadyne Asset Management LP$3.2M1
350SALEM INVESTMENT COUNSELORS INC$3.2M1
351DAVENPORT & Co LLC$3.2M1
352Sawyer & Company, Inc$3.1M1
353CenterBook Partners LP$3.1M1
354EagleClaw Capital Managment, LLC$3.1M1
355Private Advisor Group, LLC$3.1M1
356DMKC Advisory Services, LLC$3.1M1
357LEVIN CAPITAL STRATEGIES, L.P.$3.0M1
358Investment Management Corp of Ontario$3.0M1
359FINANCIAL ADVISORY PARTNERS, LLC$3.0M1
360CacheTech Inc.$3.0M1
361OPPENHEIMER & CO INC$3.0M1
362&PARTNERS$2.9M1
363MARTINGALE ASSET MANAGEMENT L P$2.9M1
364Genus Capital Management Inc.$2.9M1
365OXFORD ASSET MANAGEMENT LLP$2.9M1
366FLPUTNAM INVESTMENT MANAGEMENT CO$2.8M1
367SCOTIA CAPITAL INC.$2.8M1
368Atria Investments, Inc$2.8M1
369Integras Partners LLC$2.8M1
370KING LUTHER CAPITAL MANAGEMENT CORP$2.8M1
371MV CAPITAL MANAGEMENT, INC.$2.8M1
372Headlands Technologies LLC$2.7M1
373LECAP ASSET MANAGEMENT LTD$2.7M1
374Leelyn Smith, LLC$2.6M1
375Forum Financial Management, LP$2.6M1
376Moors & Cabot, Inc.$2.6M1
377Summit Trail Advisors, LLC$2.6M1
378WESTPAC BANKING CORP$2.6M1
379PENINSULA ASSET MANAGEMENT INC$2.6M1
380Spartan Wealth Advisory Services LLC$2.5M1
381Siemens Fonds Invest GmbH$2.5M1
382SHP Wealth Management$2.5M1
383INVESTMENT HOUSE LLC$2.5M1
384EDGEWOOD MANAGEMENT LLC$2.5M1
385Diversified Trust Co$2.5M1
386ING GROEP NV$2.5M1
387F/m Investments LLC$2.5M1
388HENNESSY ADVISORS INC$2.5M1
389CI INVESTMENTS INC.$2.4M1
390Adams Wealth Management$2.4M1
391U.S. Capital Wealth Advisors, LLC$2.4M1
392Concurrent Investment Advisors, LLC$2.4M1
393GWN SECURITIES INC.$2.4M1
394KESTRA PRIVATE WEALTH SERVICES, LLC$2.4M1
395Rodgers Brothers Inc.$2.4M1
396COLDSTREAM CAPITAL MANAGEMENT INC$2.4M1
397CHILTON CAPITAL MANAGEMENT LLC$2.4M1
398Fideuram Asset Management (Ireland) dac$2.4M1
399UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.3M1
400Verdence Capital Advisors LLC$2.3M1
401Towne Trust Company, N.A$2.3M1
402OMERS ADMINISTRATION Corp$2.3M1
403FOX RUN MANAGEMENT, L.L.C.$2.3M1
404HUSSMAN STRATEGIC ADVISORS, INC.$2.2M1
405WINTON GROUP Ltd$2.2M1
406AZZAD ASSET MANAGEMENT INC /ADV$2.2M1
407ClearAlpha Technologies LP$2.2M1
408HB Wealth Management, LLC$2.2M1
409MARKEL GROUP INC.$2.2M1
410BRADLEY FOSTER & SARGENT INC/CT$2.2M1
411DIVERSIFIED MANAGEMENT INC$2.2M1
412Qsemble Capital Management, LP$2.2M1
413S-Bank Fund Management Ltd$2.1M1
414Sequoia Financial Advisors, LLC$2.1M1
415Merit Financial Group, LLC$2.1M1
416Norinchukin Bank, The$2.1M1
417MIZUHO SECURITIES USA LLC$2.1M1
418Independence Bank of Kentucky$2.0M1
419MONEY CONCEPTS CAPITAL CORP$2.0M1
420Rafferty Asset Management, LLC$2.0M1
421Edgestream Partners, L.P.$2.0M1
422Rehmann Capital Advisory Group$2.0M1
423Benin Management CORP$2.0M1
424ExodusPoint Capital Management, LP$2.0M1
425Sepio Capital, LP$2.0M1
426Texas Yale Capital Corp.$2.0M1
427Clearstead Advisors, LLC$2.0M1
428HARTFORD INVESTMENT MANAGEMENT CO$1.9M1
429Fieldview Capital Management, LLC$1.9M1
430BRIDGES INVESTMENT MANAGEMENT INC$1.9M1
431W.G. Shaheen & Associates DBA Whitney & Co$1.9M1
432BERKSHIRE ASSET MANAGEMENT LLC/PA$1.9M1
433MITCHELL & PAHL PRIVATE WEALTH, LLC$1.9M1
434BAXTER BROS INC$1.9M1
435Harrington Investments, INC$1.8M1
436BROWN, LISLE/CUMMINGS, INC.$1.8M1
437FIRST NATIONAL TRUST CO$1.8M1
438Jacobi Capital Management LLC$1.8M1
439Allspring Global Investments Holdings, LLC$1.8M1
440Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$1.8M1
441Aurdan Capital Management, LLC$1.8M1
442EQUITABLE TRUST CO$1.8M1
443CWA Asset Management Group, LLC$1.8M1
444HANCOCK WHITNEY CORP$1.8M1
445Beacon Pointe Advisors, LLC$1.8M1
446New England Research & Management, Inc.$1.8M1
447Accretive Wealth Partners, LLC$1.7M1
448GRIFFIN ASSET MANAGEMENT, INC.$1.7M1
449LOWE BROCKENBROUGH & CO INC$1.7M1
450Maryland State Retirement & Pension System$1.7M1
451L. Roy Papp & Associates, LLP$1.7M1
452KAVAR CAPITAL PARTNERS GROUP, LLC$1.7M1
453Roundview Capital LLC$1.7M1
454Belpointe Asset Management LLC$1.7M1
455Oak Thistle LLC$1.7M1
456Carnegie Investment Counsel$1.7M1
457Dynamic Technology Lab Private Ltd$1.6M1
458Godshalk Welsh Capital Management, Inc.$1.6M1
459Chesley Taft & Associates LLC$1.6M1
460Cinctive Capital Management LP$1.6M1
461Annis Gardner Whiting Capital Advisors, LLC$1.6M1
462NBT BANK, N.A.$1.6M1
463Accurate Wealth Management, LLC$1.6M1
464Steward Partners Investment Advisory, LLC$1.6M1
465111 Capital$1.6M1
466AMG National Trust Bank$1.6M1
467ProVise Management Group, LLC$1.6M1
468MGO ONE SEVEN LLC$1.6M1
469STEPHENS INC /AR/$1.6M1
470Evercore Wealth Management, LLC$1.6M1
471J.P. Marvel Investment Advisors, LLC$1.5M1
472SJS Investment Consulting Inc.$1.5M1
473BEACON INVESTMENT ADVISORS LLC$1.5M1
474Aptus Capital Advisors, LLC$1.5M1
475United Asset Strategies, Inc.$1.5M1
476CARRET ASSET MANAGEMENT, LLC$1.5M1
477Dorsey & Whitney Trust CO LLC$1.5M1
478Lido Advisors, LLC$1.5M1
479OneDigital Investment Advisors LLC$1.5M1
480Taylor Frigon Capital Management LLC$1.5M1
481HOWLAND CAPITAL MANAGEMENT LLC$1.5M1
482PRINCIPAL SECURITIES, INC.$1.5M1
483Brookstone Capital Management$1.5M1
484KEYBANK NATIONAL ASSOCIATION/OH$1.4M1
485EXCHANGE TRADED CONCEPTS, LLC$1.4M1
4861ST SOURCE BANK$1.4M1
487Pinnacle Financial Partners, Inc.$1.4M1
488AG2R LA MONDIALE GESTION D'ACTIFS$1.4M1
489BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.4M1
490Buckley Wealth Management, LLC$1.4M1
491Aristotle Capital Management, LLC$1.4M1
492MUFG Securities EMEA plc$1.4M1
493Patriot Financial Group Insurance Agency, LLC$1.4M1
494BOYAR ASSET MANAGEMENT INC.$1.4M1
495Waverly Advisors, LLC$1.4M1
496CFS Investment Advisory Services, LLC$1.4M1
497Marble Wealth, LLC$1.4M1
498Stratos Wealth Partners, LTD.$1.4M1
499Revisor Wealth Management LLC$1.4M1
500Allworth Financial LP$1.3M1
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 / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ 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 SYY

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for SYY · financials and macro

Financials — as filed PLANNED

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