JBT MarelJBTM

13F holders, Q4 2024 (December 31)
325holders +14
51new positions
42sold out
7famous investors
$127.10avg. 13F price*

At the end of Q4 2024, 325 institutions reported holding JBT Marel Corp. (JBTM) in their 13F filings, up 14 from Q3 2024. 51 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($749.8M), Vanguard Group Inc. ($458.1M) and State Street Corp. ($201.0M). 7 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
JBT Marel Corp.
Filed as
JOHN BEAN TECHNOLOGIES CORP (Q4 2024)
CUSIP
477839104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 287Q1 2024Q2 2024: 298Q2 2024Q3 2024: 311Q3 2024Q4 2024: 325Q4 2024Q1 2025: 337Q1 2025Q2 2025: 351Q2 2025Q3 2025: 372Q3 2025Q4 2025: 388Q4 2025Q1 2026: 407Q1 2026Q2 2026: 392Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions51$291.7M
Exits42$43.1M

All 13F filers, Q3 2024 → Q4 2024: 8,228,551 shares bought and 2,220,530 shares sold, net +6,008,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 325 holders

BlackRock, Inc. 0.02% Add +18.9% 5,899,446 $749.8M
Vanguard Group Inc. 0.01% Add +4.8% 3,604,335 $458.1M
State Street Corp. 0.01% Add +18.9% 1,581,280 $201.0M
Kayne Anderson Rudnick Investment Management LLC 0.36% Add +2.2% 1,228,585 $156.2M
Alliancebernstein L.P. 0.05% Reduce -3.5% 1,188,990 $151.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +39.5% 1,175,136 $149.4M
Wellington Management Group LLP 0.03% Reduce -16.6% 1,102,081 $140.1M
Victory Capital Management Inc. 0.14% Reduce -3.4% 1,098,367 $139.6M
Dimensional Fund Advisors LP 0.03% Add +7.1% 978,461 $124.4M
Champlain Investment Partners, LLC 0.76% Reduce -30.1% 947,978 $120.5M
Conestoga Capital Advisors, LLC 1.59% Add +10.2% 944,691 $120.1M
Geode Capital Management, LLC 0.01% Add +24.6% 909,084 $115.6M
Fuller & Thaler Asset Management, Inc. 0.36% Reduce -0.2% 751,809 $95.6M
Royce & Associates LP 0.86% Reduce -15.4% 725,948 $92.3M
Baron Capital (BAMCO) 0.23% No change 700,000 $89.0M
FMR LLC 0.00% Add +30046.1% 625,230 $79.5M
P2 Capital Partners, LLC 12.81% Reduce -25.8% 593,558 $75.4M
Millennium Management 0.07% Add +101.2% 580,771 $73.8M
Bank of America Corp. 0.01% Reduce -12.3% 554,036 $70.4M
Artisan Partners Limited Partnership 0.10% Add +327.5% 526,267 $66.9M
T. Rowe Price Investment Management, Inc. 0.04% Add +1.6% 506,841 $64.4M
Vaughan Nelson Investment Management, L.P. 0.59% New 500,530 $63.6M
Northern Trust Corp. 0.01% Add +54.6% 491,319 $62.4M
ArrowMark Colorado Holdings LLC 0.82% Add +61.5% 481,878 $61.2M
Royal Bank of Canada 0.01% Add +16.6% 463,936 $59.0M
Charles Schwab Investment Management Inc. 0.01% Add +13.7% 447,149 $56.8M
Morgan Stanley 0.00% Add +9.6% 433,463 $55.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% Reduce -0.1% 427,381 $54.3M
Adage Capital Partners Gp, L.L.C. 0.09% Add +8.5% 403,032 $51.2M
ACK Asset Management LLC 6.81% New 400,000 $50.8M
JPMorgan Chase & Co. 0.00% Reduce -2.9% 399,449 $50.8M
Ameriprise Financial Inc. 0.01% Add +6.4% 393,523 $50.0M
Driehaus Capital Management LLC 0.39% New 373,921 $47.5M
Goldman Sachs Group Inc. 0.01% Add +101.4% 347,896 $44.2M
Natixis Advisors, LLC 0.07% Add +56.3% 299,231 $38.0M
Bank of New York Mellon Corp 0.01% Add +10.6% 298,114 $37.9M
UBS Group AG 0.01% Add +319.1% 284,001 $36.1M
AXA S.A. 0.10% New 270,829 $34.4M
Voya Investment Management LLC 0.04% Add +2353.6% 251,982 $32.0M
Deroy & Devereaux Private Investment Counsel Inc. 1.79% Add +1.1% 245,256 $31.2M
Envestnet Asset Management Inc. 0.01% Add +14.6% 215,587 $27.4M
Sea Cliff Partners Management, LP 8.91% Reduce -7.2% 202,000 $25.7M
Point72 Asset Management 0.07% Add +5917.7% 201,773 $25.6M
Barclays PLC 0.01% Add +30.8% 199,457 $25.4M
Thematics Asset Management 1.04% No change 188,346 $23.9M
Glenview Capital Management, LLC 0.60% New 186,695 $23.7M
Advisory Research Inc. 3.94% Add +93.0% 186,540 $23.7M
William Blair Investment Management, LLC 0.06% New 185,952 $23.6M
Legal & General Group Plc 0.01% Reduce -12.1% 176,147 $22.4M
DF Dent & Co. Inc. 0.28% Add +35.4% 174,723 $22.2M
Bragg Financial Advisors, Inc 0.85% Add +1.9% 164,265 $20.9M
Principal Financial Group Inc. 0.01% Add +3.4% 156,441 $19.9M
Teachers Retirement System of the State of Kentucky 0.17% Reduce -15.4% 155,993 $19.8M
Invesco Ltd. 0.00% Reduce -8.9% 145,361 $18.5M
Citigroup Inc. 0.02% Add +244.6% 144,268 $18.3M
Wells Fargo & Company 0.00% Add +9.3% 141,205 $17.9M
Nuveen Asset Management, LLC 0.01% Add +26.5% 139,335 $17.7M
Raymond James Financial Inc. 0.01% — 137,448 $17.5M
Verition Fund Management LLC 0.09% Add +915.1% 133,199 $16.9M
Susquehanna International Group, LLP 0.03% Add +43.2% 132,257 $16.8M
Mairs & Power Inc. 0.16% Reduce -2.2% 130,382 $16.6M
NFJ Investment Group, LLC 0.52% Add +4.2% 128,563 $16.3M
Franklin Resources Inc. 0.00% Add +0.2% 125,767 $16.0M
Exchange Traded Concepts, LLC 0.32% Reduce -26.7% 123,420 $15.7M
Segall Bryant & Hamill, LLC 0.20% Reduce -1.3% 116,749 $14.8M
Nomura Holdings Inc. 0.08% Add +46.2% 112,552 $14.3M
HRT Financial LP 0.07% Add +1.1% 112,407 $14.3M
Confluence Investment Management LLC 0.19% Reduce -3.8% 105,676 $13.4M
Kornitzer Capital Management Inc. 0.25% No change 101,440 $12.9M
New York State Common Retirement Fund 0.02% Add +135.7% 93,190 $11.8M
Swiss National Bank 0.01% Add +49.1% 92,600 $11.8M
PineStone Asset Management Inc. 0.11% Reduce -29.4% 91,629 $11.6M
Comerica Bank 0.05% Reduce -0.6% 88,867 $11.3M
First Eagle Investment Management, LLC 0.02% Add +0.5% 84,823 $10.8M
TimesSquare Capital Management, LLC 0.15% New 82,550 $10.5M
Public Sector Pension Investment Board 0.04% Add +17.4% 79,336 $10.1M
Macquarie Group Ltd. 0.01% Add +19.4% 77,820 $9.7M
D. E. Shaw & Co. 0.01% Reduce -51.1% 75,673 $9.6M
First Trust Advisors LP 0.01% Reduce -2.9% 73,258 $9.3M
Peregrine Capital Management LLC 0.26% New 68,908 $8.8M
Bank of Montreal 0.00% Add +110.2% 61,779 $7.9M
Deutsche Bank AG 0.00% Add +108.8% 56,117 $7.1M
Stifel Financial Corp. 0.01% Add +1.3% 52,909 $6.7M
Marshall Wace, LLP 0.01% Reduce -69.9% 52,000 $6.6M
Susquehanna Fundamental Investments, LLC 0.11% — 51,164 $6.5M
Lisanti Capital Growth, LLC 1.45% Add +873.2% 47,445 $6.0M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +232.8% 47,263 $6.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 45,135 $5.7M
California Public Employees Retirement System 0.00% Reduce -20.6% 44,730 $5.7M
California State Teachers Retirement System 0.01% Add +46.3% 44,044 $5.6M
Teacher Retirement System of Texas 0.02% Reduce -21.1% 43,838 $5.6M
Granite Investment Partners, LLC 0.23% Reduce -41.8% 42,403 $5.4M
New York State Teachers Retirement System 0.01% Reduce -3.0% 39,026 $5.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.55% Reduce -12.4% 36,922 $4.7M
HSBC Holdings PLC 0.00% Add +516.1% 35,704 $4.5M
T. Rowe Price Associates Inc. 0.00% Add +30.3% 35,472 $4.5M
Homestead Advisers Corp 0.11% No change 34,600 $4.4M
Two Sigma Investments, LP 0.01% Reduce -40.0% 33,660 $4.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.2% 31,539 $4.0M
Pathstone Holdings, LLC 0.02% Add +24.8% 30,495 $3.9M
Prudential Financial Inc. 0.01% Reduce -8.9% 32,951 $3.8M
Sei Investments Co. 0.00% Add +644.8% 29,838 $3.8M
LPL Financial LLC 0.00% Add +37.3% 29,583 $3.7M
MetLife Investment Management, LLC 0.02% Add +54.2% 28,287 $3.6M
Bastion Asset Management Inc. 2.33% — 27,820 $3.5M
Squarepoint Ops LLC 0.01% New 24,715 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -1.6% 24,613 $3.1M
Corient Private Wealth LP 0.01% Reduce -3.4% 24,586 $3.1M
Corebridge Financial, Inc. 0.02% Add +34.2% 24,474 $3.1M
PEAK6 LLC 0.12% — 24,013 $3.1M
Partners Capital Investment Group, LLP 0.08% New 21,927 $2.8M
Sand Grove Capital Management LLP 1.34% New 21,775 $2.8M
Janus Henderson Group PLC 0.00% Add +50.8% 21,365 $2.7M
Ewing Morris & Co. Investment Partners Ltd. 0.88% Add +180.0% 14,000 $2.6M
Amundi 0.00% Add +152.8% 18,796 $2.3M
State of Alaska, Department of Revenue 0.03% Reduce -0.6% 18,063 $2.3M
Zions Bancorporation, N.A. 0.14% Add +17.3% 17,976 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -19.2% 17,759 $2.3M
Smith Chas P & Associates Pa Cpas 0.13% New 17,496 $2.2M
Intech Investment Management LLC 0.02% Add +34.9% 17,147 $2.2M
MML Investors Services, LLC 0.01% Add +77.3% 17,056 $2.2M
Illinois Municipal Retirement Fund 0.03% Reduce -1.9% 16,989 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.2% 16,979 $2.2M
Bessemer Group Inc. 0.00% Reduce -21.4% 16,124 $2.0M
Louisiana State Employees Retirement System 0.04% No change 15,400 $2.0M
Mirabella Financial Services LLP 0.18% New 14,767 $1.9M
DAVENPORT & Co LLC 0.01% Reduce -4.5% 14,652 $1.9M
Federation des caisses Desjardins du Quebec 0.01% No change 14,035 $1.8M
ProShare Advisors LLC 0.00% Add +108.9% 13,842 $1.8M
HighTower Advisors, LLC 0.00% Add +6.8% 13,699 $1.7M
Truist Financial Corp. 0.00% Add +46.1% 12,429 $1.6M
Jump Financial, LLC 0.03% New 12,382 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -1.9% 12,113 $1.5M
Level Four Advisory Services, LLC 0.06% Add +22.2% 12,073 $1.5M
Ensign Peak Advisors, Inc 0.00% No change 11,880 $1.5M
State of Tennessee, Department of Treasury 0.01% Add +43.9% 11,800 $1.5M
Gabelli Funds LLC 0.01% No change 11,000 $1.4M
Maryland State Retirement & Pension System 0.03% Reduce -0.8% 10,671 $1.4M
Osaic Holdings, Inc. 0.00% Add +83.2% 10,614 $1.3M
Candriam S.C.A. 0.01% Reduce -28.8% 10,201 $1.3M
Diversified Trust Co. 0.03% Reduce -27.2% 9,751 $1.2M
GAMCO Investors 0.01% Add +1.6% 9,595 $1.2M
Quantessence Capital LLC 0.50% — 9,593 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% — 9,496 $1.2M
BNP Paribas Financial Markets 0.00% Add +15.1% 9,446 $1.2M
Amalgamated Bank 0.01% Reduce -0.8% 9,319 $1.2M
Quantbot Technologies LP 0.04% Add +66.3% 9,278 $1.2M
Arizona State Retirement System 0.01% Add +0.8% 9,241 $1.2M
NorthCoast Asset Management LLC 0.01% Add +0.6% 9,228 $1.2M
Alpine Global Management, LLC 0.40% New 9,214 $1.2M
Handelsbanken Fonder AB 0.00% Add +16.6% 9,151 $1.2M
Cookson Peirce & Co. Inc. 0.05% New 9,040 $1.1M
KLP Kapitalforvaltning As 0.01% — 9,000 $1.1M
Avior Wealth Management, LLC 0.04% Reduce -4.0% 8,698 $1.1M
Cetera Investment Advisers 0.00% Add +29.3% 8,610 $1.1M
Jane Street Group, LLC 0.00% Reduce -80.4% 8,575 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +18.0% 8,456 $1.1M
Norges Bank 0.00% Reduce -87.2% 8,426 $1.1M
Legato Capital Management LLC 0.14% New 8,165 $1.0M
Laurion Capital Management LP 0.07% New 8,091 $1.0M
Blair William & Co. 0.00% No change 7,950 $1.0M
Redmond Asset Management, LLC 0.24% No change 7,687 $977K
Willis Investment Counsel 0.06% Add +1.8% 7,651 $972K
Oregon Public Employees Retirement Fund 0.02% Add +1.3% 7,554 $960K
Nisa Investment Advisors, LLC 0.00% Add +0.6% 7,449 $947K
Creative Planning 0.00% New 7,355 $935K
Los Angeles Capital Management LLC 0.00% No change 6,887 $875K
US Bancorp \de 0.00% Add +18.2% 6,870 $873K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.1% 6,798 $864K
SG Americas Securities, LLC 0.00% Add +265.0% 6,676 $849K
Caption Management, LLC 0.03% New 6,600 $839K
AQR Capital Management 0.00% Reduce -10.4% 6,573 $835K
CenterBook Partners LP 0.05% New 6,553 $833K
Numerai GP LLC 0.22% Reduce -57.3% 6,453 $820K
Pictet Asset Management Holding SA 0.00% Add +64.8% 6,411 $815K
Keybank National Association 0.00% Reduce -1.5% 6,360 $808K
American Century Companies Inc. 0.00% Add +3.2% 6,149 $782K
Tidal Investments LLC 0.01% Reduce -22.2% 5,797 $737K
Benjamin Edwards Inc. 0.01% Add +33.3% 5,586 $710K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -20.5% 5,431 $693K
Glenmede Trust Co. NA 0.00% Reduce -2.8% 5,324 $677K
Brown Advisory Inc. 0.00% New 5,236 $665K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -2.0% 5,072 $651K
SIH Partners, LLLP 0.04% New 5,000 $636K
Atria Investments, Inc 0.01% Add +3.5% 4,984 $634K
Bleakley Financial Group, LLC 0.02% Reduce -11.1% 4,980 $633K
State Board of Administration of Florida Retirement System 0.00% No change 4,975 $632K
Ameritas Investment Partners, Inc. 0.02% Add +52.1% 4,834 $614K
Mutual of America Capital Management LLC 0.01% Add +0.7% 4,824 $613K
Park Avenue Securities LLC 0.01% Add +56.3% 4,737 $602K
RW Investment Management LLC 0.07% No change 4,720 $600K
Aquatic Capital Management LLC 0.02% Reduce -73.1% 4,519 $574K
Cannon Global Investment Management, LLC 1.42% New 4,500 $572K
State of Wisconsin Investment Board 0.00% Reduce -81.6% 4,422 $562K
STRS Ohio 0.00% Add +780.0% 4,400 $559K
Cibc World Markets Corp. 0.00% New 4,395 $559K
Neuberger Berman Group LLC 0.00% Add +0.3% 4,278 $544K
Envestnet Portfolio Solutions, Inc. 0.00% Add +45.5% 3,715 $472K
Public Employees Retirement Association of Colorado 0.00% No change 3,715 $472K
Dark Forest Capital Management LP 0.07% New 3,683 $468K
Oppenheimer Asset Management Inc. 0.01% Add +28.6% 3,680 $468K
Vontobel Holding Ltd. 0.00% Reduce -40.5% 3,571 $454K
Landscape Capital Management, L.L.C. 0.05% Reduce -71.6% 3,440 $437K
Praxis Investment Management Inc. 0.03% Reduce -37.0% 3,355 $426K
Baker Ellis Asset Management LLC 0.06% Reduce -3.0% 3,240 $412K
Inspire Investing, LLC 0.04% Reduce -24.7% 3,161 $402K
Xponance LLC 0.00% Add +50.2% 3,117 $396K
QRG Capital Management, Inc. 0.00% Add +1.8% 3,030 $385K
Mackenzie Financial Corp. 0.00% New 2,978 $379K
Procyon Advisors, LLC 0.02% Reduce -39.5% 2,929 $372K
Lido Advisors, LLC 0.00% Add +33.7% 2,895 $368K
Hohimer Wealth Management, LLC 0.07% Add +5.7% 2,770 $352K
Bridges Investment Management Inc. 0.00% No change 2,768 $352K
Mariner, LLC 0.00% Add +18.2% 2,744 $349K
Sanctuary Advisors, LLC 0.00% Reduce -0.4% 2,611 $336K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 2,611 $332K
PNC Financial Services Group, Inc. 0.00% Reduce -7.8% 2,559 $325K
Janney Montgomery Scott LLC 0.00% Add +3.7% 2,542 $323K
Shay Capital LLC 0.08% New 2,500 $318K
CIBC Asset Management Inc 0.00% New 2,233 $284K
Wealth Alliance, LLC 0.03% Add +0.9% 2,229 $283K
Choreo, LLC 0.00% New 2,204 $281K
Captrust Financial Advisors 0.00% Add +2.7% 2,162 $275K
NJ State Employees Deferred Compensation Plan 0.03% No change 2,160 $275K
Harvest Fund Management Co., Ltd 0.01% New 2,148 $273K
Profund Advisors LLC 0.01% New 2,137 $272K
Crossmark Global Holdings, Inc. 0.00% Reduce -3.1% 2,102 $268K
Stonegate Investment Group, LLC 0.01% New 2,105 $268K
Wrapmanager Inc. 0.07% Reduce -41.5% 2,071 $263K
Corton Capital Inc. 0.15% New 2,057 $261K
Moody National Bank Trust Division 0.03% Reduce -23.4% 2,054 $261K
TradeLink Capital LLC 2.51% New 2,000 $254K
O'shaughnessy Asset Management, LLC 0.00% New 1,937 $246K
&partners 0.00% New 1,893 $242K
Crestline Management, L.P. 0.01% New 1,867 $237K
Avantax Advisory Services, Inc. 0.00% New 1,848 $235K
Cim Investment Management Inc. 0.07% New 1,831 $233K
GPS Wealth Strategies Group, LLC 0.03% Reduce -2.7% 1,817 $231K
Principal Securities, Inc. 0.01% Add +78.6% 1,772 $225K
IHT Wealth Management, LLC 0.01% New 1,725 $219K
Teza Capital Management LLC 0.03% Reduce -43.4% 1,634 $208K
Syon Capital LLC 0.02% New 1,602 $204K
KBC Group NV 0.00% Add +28.9% 1,307 $166K
Ostrum Asset Management 0.01% Add +111.2% 1,166 $148K
Canada Pension Plan Investment Board 0.00% New 1,100 $140K
Tower Research Capital LLC (TRC) 0.00% Reduce -10.5% 1,008 $128K
Whittier Trust Co. 0.00% No change 1,000 $127K
Kimelman & Baird, LLC 0.01% No change 900 $114K
Bayforest Capital Ltd 0.13% — 843 $107K
Eukles Asset Management 0.04% Reduce -7.0% 823 $105K
Natixis Investment Managers International 0.01% No change 800 $102K
Huntington National Bank 0.00% Reduce -5.5% 769 $98K
Quadrant Capital Group LLC 0.01% Add +0.8% 745 $95K
Fifth Third Bancorp 0.00% Reduce -2.8% 732 $93K
Public Employees Retirement System of Ohio 0.00% Add +60.1% 682 $87K
Smartleaf Asset Management LLC 0.01% Add +784.9% 584 $74K
Harbor Investment Advisory, LLC 0.01% Add +41.0% 581 $74K
Jones Financial Companies LLLP 0.00% Add +407.5% 543 $69K
Hilltop National Bank 0.02% Reduce -10.7% 541 $69K
Citadel Advisors 0.00% Reduce -82.3% 522 $66K
R Squared Ltd 0.06% — 450 $57K
Cwm, LLC 0.00% Add +15.8% 424 $54K
Wilmington Savings Fund Society, FSB 0.00% No change 400 $51K
Concourse Financial Group Securities, Inc. 0.00% Add +66.5% 388 $49K
GAMMA Investing LLC 0.00% Add +111.7% 271 $34K
Painted Porch Advisors LLC 0.02% No change 266 $34K
Oliver Lagore Vanvalin Investment Group 0.01% No change 248 $32K
Allworth Financial LP 0.00% Reduce -12.5% 246 $31K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.1% 237 $30K
JTC Employer Solutions Trustee Ltd 0.00% No change 237 $30K
Blue Trust, Inc. 0.00% Add +61.5% 189 $24K
Northwestern Mutual Wealth Management Co. 0.00% Add +177.4% 172 $22K
Eagle Bay Advisors LLC 0.01% Reduce -11.0% 154 $20K
Physician Wealth Advisors, Inc. 0.00% New 152 $19K
Caitong International Asset Management Co., Ltd 0.02% — 140 $18K
CIBC Private Wealth Group LLC 0.00% No change 145 $18K
LGT Financial Advisors LLC 0.04% No change 139 $18K
Regents Gate Capital LLP 0.01% — 116 $15K
Aspect Partners, LLC 0.01% No change 113 $14K
MAI Capital Management 0.00% New 104 $13K
Rise Advisors, LLC 0.01% No change 103 $13K
First Horizon Advisors, Inc. 0.00% Add +827.3% 102 $13K
Brown Brothers Harriman & Co. 0.00% No change 101 $13K
LRI Investments, LLC 0.00% No change 95 $12K
Private Wealth Management Group, LLC 0.00% No change 84 $11K
Golden State Wealth Management, LLC 0.00% — 80 $10K
Rothschild Investment LLC 0.00% Add +15.4% 75 $10K
UMB Bank, n.a. 0.00% Add +5.6% 75 $10K
TCTC Holdings, LLC 0.00% New 64 $8K
Farther Finance Advisors, LLC 0.00% Add +1.9% 54 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 48 $6K
Venturi Wealth Management, LLC 0.00% No change 39 $5K
High Note Wealth, LLC 0.00% New 37 $5K
EverSource Wealth Advisors, LLC 0.00% Add +9.1% 36 $5K
Russell Investments Group, Ltd. 0.00% Add +118.8% 35 $4K
Arax Advisory Partners 0.00% Add +23.1% 32 $4K
Elequin Capital, LP 0.00% Add +76.5% 30 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 26 $3K
Concord Wealth Partners 0.00% No change 22 $3K
Farmers & Merchants Investments Inc. 0.00% No change 21 $3K
Mather Group, Llc. 0.00% New 21 $3K
NewEdge Advisors, LLC 0.00% No change 20 $3K
Graney & King, LLC 0.00% — 19 $2K
JFS Wealth Advisors, LLC 0.00% No change 18 $2K
Quarry LP 0.00% Reduce -41.4% 17 $2K
Global Retirement Partners, LLC 0.00% No change 16 $2K
Hemington Wealth Management 0.00% Add +157.1% 18 $2K
FSC Wealth Advisors, LLC 0.00% No change 11 $1K
Parkside Financial Bank & Trust 0.00% Add +150.0% 10 $1K
GeoWealth Management, LLC 0.00% Reduce -38.5% 8 $1K
Capital Advisors, Ltd. LLC 0.00% No change 4 $1K
Fairman Group, LLC 0.00% Reduce -53.3% 7 $890
NFSG Corp 0.00% New 7 $890
Sachetta, LLC 0.00% No change 6 $763
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $763
Pacific Center for Financial Services 0.00% No change 4 $509
SJS Investment Consulting Inc. 0.00% Reduce -20.0% 4 $509
Abound Wealth Management 0.00% No change 2 $255
Versant Capital Management, Inc 0.00% No change 2 $254
Global Financial Private Client, LLC 0.00% New 2 $254
Parallel Advisors, LLC 0.00% Add +100.0% 2 $254
Parkworth Wealth Management, Inc. 0.00% — 1 $127
IFP Advisors, Inc 0.00% New 1 $127
Larson Financial Group LLC 0.00% No change 1 $127
Covestor Ltd 0.00% No change 1 $0

"% of holder's portfolio" is JBTM's weight in each manager's 13F, not the share of JBT Marel Corp. the manager owns.