13F History

ManagerCIKFiledPositions13F Reported Value
Donor Advised Charitable Giving, Inc. 0001535839Oct 15, 2024 35$4.1B
WestEnd Advisors, LLC 0001351731Oct 25, 2024 399$4.1B
Trillium Asset Management, LLC 0000884541Nov 7, 2024 240$4.1B
Causeway Capital Management LLC 0001165797Nov 13, 2024 97$4.1B
Great Valley Advisor Group, Inc. 0001769897Nov 12, 2024 831$4.1B
Darsana Capital Partners LP 0001609098Nov 14, 2024 15$4.1B
Mission Wealth Management, LP 0001645382Oct 31, 2024 636$4.0B
E. Ohman J:or Asset Management AB 0002009396Oct 23, 2024 408$4.0B
Summit Trail Advisors, LLC 0001698478Nov 12, 2024 719$4.0B
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0001132716Nov 14, 2024 404$4.0B
Advent Capital Management 0001097278Nov 13, 2024 196$4.0B
Orgel Wealth Management, LLC 0001658535Oct 17, 2024 81$4.0B
ClearBridge Investments Ltd 0001499094Nov 12, 2024 26$4.0B
Hamlin Capital Management, LLC 0001277403Oct 24, 2024 25$4.0B
Vident Advisory, LLC 0001744347Nov 14, 2024 1,406$4.0B
Diversified Trust Co. 0001479844Oct 7, 2024 909$4.0B
Axxcess Wealth Management, LLC 0001911056Nov 4, 2024 885$4.0B
Ethic Inc. 0001780570Nov 13, 2024 1,081$4.0B
Daiichi Life Insurance Co., Ltd. 0001697728Nov 13, 2024 486$4.0B
Weiss Asset Management LP 0001357550Nov 14, 2024 578$3.9B
Optiver Holding B.V. 0001859606Nov 14, 2024 609$3.9B
Systematic Financial Management LP 0001085936Nov 14, 2024 336$3.9B
United Services Automobile Association 0001021249Nov 15, 2024 380$3.9B
Kayne Anderson Capital Advisors LP 0000949615Nov 7, 2024 48$3.9B
Choate Investment Advisors 0001399794Nov 13, 2024 383$3.9B
Prospera Financial Services Inc 0001541625Nov 7, 2024 1,116$3.9B
Channing Capital Management, LLC 0001302404Nov 13, 2024 108$3.9B
Gulf International Bank (UK) Ltd 0001598697Oct 30, 2024 645$3.9B
Shelton Capital Management 0001002784Nov 14, 2024 745$3.9B
Capital International Sarl 0001065349Nov 13, 2024 275$3.9B
Trian Fund Management 0001345471Nov 13, 2024 10$3.9B
AIA Group Ltd 0001522877Oct 31, 2024 282$3.9B
Whittier Trust Co. of Nevada Inc. 0001263548Oct 21, 2024 1,345$3.9B
Parallax Volatility Advisers, L.P. 0001521001Nov 14, 2024 600$3.9B
Groupama Asset Managment 0001055969Nov 15, 2024 458$3.8B
Bailard, Inc. 0000750641Oct 30, 2024 734$3.8B
Boston Common Asset Management, LLC 0001409427Oct 9, 2024 313$3.8B
Wolverine Trading, LLC 0000927337Nov 14, 2024 1,286$3.8B
Armistice Capital, LLC 0001601086Nov 14, 2024 254$3.8B
Bain Capital Investors LLC 0001040508Nov 14, 2024 5$3.8B
Aquatic Capital Management LLC 0001803916Nov 14, 2024 1,103$3.8B
Chilton Investment Co. Inc. 0001332632Nov 14, 2024 192$3.8B
Millburn Ridgefield LLC 0001294571Nov 14, 2024 247$3.8B
Bowen Hanes & Co. Inc. 0001077583Nov 12, 2024 151$3.8B
Camden Asset Management L P 0000903944Nov 13, 2024 97$3.8B
Scout Investments, Inc. 0001161927Nov 12, 2024 191$3.8B
Stonegate Investment Group, LLC 0001904154Oct 17, 2024 404$3.8B
Northwest & Ethical Investments L.P. 0002033536Nov 14, 2024 491$3.8B
Stonehage Fleming Financial Services Holdings Ltd 0001786379Nov 8, 2024 216$3.8B
Tower Research Capital LLC (TRC) 0001533421Nov 14, 2024 5,689$3.8B
Aspex Management (HK) Ltd 0001768375Nov 14, 2024 30$3.8B
Palisade Capital Management, LP 0001009006Nov 14, 2024 371$3.8B
Maj Invest Holding A/S 0001730525Oct 10, 2024 39$3.8B
Horizon Investments, LLC 0001560717Nov 13, 2024 831$3.8B
RPOA Advisors, Inc. 0001963326Oct 7, 2024 8$3.8B
Anchor Capital Advisors LLC 0000813933Oct 31, 2024 244$3.8B
Kensico Capital Management Corp. 0001113000Nov 14, 2024 26$3.8B
Bollard Group LLC 0001556218Nov 13, 2024 305$3.8B
Commerzbank Aktiengesellschaft 0000852933Oct 22, 2024 303$3.8B
Truepoint, Inc. 0001427748Nov 12, 2024 126$3.7B
Algert Global LLC 0001275218Aug 11, 2026 1,151$3.7B
Perigon Wealth Management, LLC 0001575239Oct 16, 2024 988$3.7B
Allianz SE 0001127508May 12, 2025 376$3.7B
GRIMES & Co WEALTH MANAGEMENT, LLC 0001321993Oct 22, 2024 366$3.7B
AMG National Trust Bank 0001388829Nov 7, 2024 434$3.7B
Evoke Wealth, LLC 0001793432Nov 13, 2024 417$3.7B
Reaves W H & Co. Inc. 0000740913Nov 5, 2024 77$3.7B
PointState Capital LP 0001509842Nov 14, 2024 45$3.7B
MacKay Shields LLC 0000061227Oct 31, 2024 144$3.6B
Van Berkom & Associates Inc. 0001524408Nov 4, 2024 63$3.6B
Scharf Investments, LLC 0001463746Oct 16, 2024 68$3.6B
Marathon Asset Management Ltd 0001861026Oct 17, 2024 82$3.6B
Argent Capital Management LLC 0001120926Oct 23, 2024 153$3.6B
Ares Management LLC 0001259313Nov 14, 2024 37$3.6B
Chicago Capital, LLC 0001740053Oct 18, 2024 311$3.6B
Karpus Management, Inc. 0001048703Nov 13, 2024 220$3.6B
First Horizon Advisors, Inc. 0001588539Nov 8, 2024 2,334$3.6B
B. Riley Wealth Advisors, Inc. 0001464811Dec 13, 2024 1,263$3.6B
Comprehensive Financial Management LLC 0001799802Nov 14, 2024 44$3.6B
Marsico Capital Management LLC 0001055966Nov 12, 2024 61$3.6B
Foxhaven Asset Management, LP 0001590531Nov 14, 2024 20$3.6B
OVERSEA-CHINESE BANKING Corp Ltd 0001291318Nov 5, 2024 370$3.6B
Fort Pitt Capital Group, LLC 0001663897Oct 29, 2024 127$3.6B
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0001510434Nov 1, 2024 565$3.5B
Cassaday & Co Wealth Management LLC 0001963612Nov 7, 2024 311$3.5B
Apollon Wealth Management, LLC 0001764387Nov 5, 2024 1,130$3.5B
Braidwell LP 0001920938Nov 14, 2024 81$3.5B
Par Capital Management Inc. 0001051359Nov 14, 2024 56$3.5B
IHT Wealth Management, LLC 0001697490Nov 14, 2024 1,143$3.5B
Gates Capital Management, Inc. 0001312908Nov 14, 2024 27$3.5B
General Atlantic, L.P. 0001017645Nov 12, 2024 18$3.5B
Baupost Group 0001061768Nov 13, 2024 21$3.5B
Facet Wealth, Inc. 0001748271Nov 4, 2024 141$3.5B
MassMutual Private Wealth & Trust, FSB 0001103653Oct 2, 2024 2,165$3.5B
Wealthcare Advisory Partners LLC 0001683059Nov 4, 2024 871$3.5B
Jasper Ridge Partners, L.P. 0001453381Nov 14, 2024 143$3.5B
Valeo Financial Advisors, LLC 0001722641Oct 10, 2024 691$3.5B
Interval Partners, LP 0001590228Nov 14, 2024 234$3.5B
TD Private Client Wealth LLC 0001551017Nov 18, 2024 1,281$3.5B
Vista Equity Partners Management, LLC 0001569532Nov 14, 2024 4$3.5B