JBT MarelJBTM

13F holders, Q1 2025 (March 31)
337holders +12
54new positions
41sold out
11famous investors
$122.20avg. 13F price*

At the end of Q1 2025, 337 institutions reported holding JBT Marel Corp. (JBTM) in their 13F filings, up 12 from Q4 2024. 54 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($869.2M), Vanguard Group Inc. ($638.7M) and State Street Corp. ($220.3M). 11 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
JBT Marel Corp.
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions54$108.3M
Exits41$51.7M

All 13F filers, Q4 2024 → Q1 2025: 7,085,366 shares bought and 3,559,073 shares sold, net +3,526,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 337 holders

BlackRock, Inc. 0.02% Add +20.6% 7,113,010 $869.2M
Vanguard Group Inc. 0.01% Add +45.0% 5,226,372 $638.7M
State Street Corp. 0.01% Add +14.0% 1,802,700 $220.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +27.1% 1,493,719 $182.5M
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) 100.00% — 1,365,277 $166.8M
Kayne Anderson Rudnick Investment Management LLC 0.37% Add +0.3% 1,232,899 $150.7M
Geode Capital Management, LLC 0.01% Add +20.9% 1,099,395 $134.4M
Alliancebernstein L.P. 0.04% Reduce -18.0% 974,823 $119.1M
Conestoga Capital Advisors, LLC 1.76% Add +1.3% 957,097 $117.0M
FMR LLC 0.01% Add +47.1% 919,963 $112.4M
Wellington Management Group LLP 0.02% Reduce -19.0% 892,537 $109.1M
Victory Capital Management Inc. 0.11% Reduce -18.8% 892,369 $109.0M
Champlain Investment Partners, LLC 0.73% Reduce -12.6% 828,717 $101.3M
Fuller & Thaler Asset Management, Inc. 0.33% Reduce -6.5% 703,281 $85.9M
Baron Capital (BAMCO) 0.25% No change 700,000 $85.5M
Royce & Associates LP 0.90% Reduce -6.8% 676,977 $82.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% Add +51.1% 645,798 $78.9M
Artisan Partners Limited Partnership 0.12% Add +16.4% 612,374 $74.8M
P2 Capital Partners, LLC 14.08% No change 593,558 $72.5M
Vaughan Nelson Investment Management, L.P. 0.70% Add +14.3% 572,345 $69.9M
Norges Bank 0.01% Add +6683.5% 571,575 $69.8M
Bank of America Corp. 0.01% Add +0.1% 554,602 $67.8M
Charles Schwab Investment Management Inc. 0.01% Add +23.3% 551,352 $67.4M
JPMorgan Chase & Co. 0.01% Add +35.6% 541,488 $66.2M
Northern Trust Corp. 0.01% Add +7.8% 529,501 $64.7M
T. Rowe Price Investment Management, Inc. 0.04% Add +1.6% 515,073 $62.9M
Driehaus Capital Management LLC 0.60% Add +35.5% 506,725 $61.9M
Royal Bank of Canada 0.01% Add +5.5% 489,228 $59.8M
Ameriprise Financial Inc. 0.02% Add +19.1% 468,532 $57.3M
Dimensional Fund Advisors LP 0.01% Reduce -54.1% 449,024 $54.9M
Adage Capital Partners Gp, L.L.C. 0.10% Add +9.7% 442,057 $54.0M
Morgan Stanley 0.00% Add +1.3% 439,245 $53.7M
ArrowMark Colorado Holdings LLC 0.86% Reduce -9.8% 434,688 $53.1M
ACK Asset Management LLC 7.42% Reduce -7.5% 369,800 $45.2M
Bank of New York Mellon Corp 0.01% Add +15.8% 345,202 $42.2M
Natixis Advisors, LLC 0.07% Add +2.0% 305,253 $37.3M
William Blair Investment Management, LLC 0.10% Add +54.3% 286,849 $35.1M
Samlyn Capital, LLC 0.57% New 283,577 $34.7M
AXA S.A. 0.11% Reduce -2.5% 264,205 $32.3M
Deroy & Devereaux Private Investment Counsel Inc. 1.75% Add +0.1% 245,422 $30.0M
Principal Financial Group Inc. 0.02% Add +47.7% 231,092 $28.2M
Envestnet Asset Management Inc. 0.01% Add +5.3% 227,114 $27.8M
Voya Investment Management LLC 0.04% Reduce -10.9% 224,454 $27.4M
Barclays PLC 0.01% Add +7.7% 214,719 $26.2M
UBS Group AG 0.01% Reduce -25.8% 210,879 $25.8M
Thematics Asset Management 1.29% Add +10.7% 208,552 $25.5M
Advisory Research Inc. 4.22% Add +5.1% 196,081 $24.0M
Legal & General Group Plc 0.01% Add +11.1% 195,708 $23.9M
Nuveen, LLC 0.01% — 193,944 $23.7M
Glenview Capital Management, LLC 0.56% No change 186,695 $22.8M
Invesco Ltd. 0.00% Add +21.3% 176,261 $21.5M
Goldman Sachs Group Inc. 0.00% Reduce -50.3% 172,971 $21.1M
DF Dent & Co. Inc. 0.28% Reduce -1.6% 171,959 $21.0M
Bragg Financial Advisors, Inc 0.84% Add +1.4% 166,545 $20.4M
Sea Cliff Partners Management, LP 6.83% Reduce -23.0% 155,543 $19.0M
Public Sector Pension Investment Board 0.08% Add +84.6% 146,421 $17.9M
Wells Fargo & Company 0.00% Reduce -0.5% 140,566 $17.2M
TimesSquare Capital Management, LLC 0.27% Add +65.6% 136,696 $16.7M
Rhumbline Advisers 0.02% New 135,627 $16.6M
Raymond James Financial Inc. 0.01% Reduce -4.2% 131,660 $16.1M
Franklin Resources Inc. 0.00% Add +0.0% 125,783 $15.4M
Teachers Retirement System of the State of Kentucky 0.14% Reduce -19.6% 125,375 $15.3M
NFJ Investment Group, LLC 0.50% Reduce -4.6% 122,698 $15.0M
Exchange Traded Concepts, LLC 0.24% Reduce -9.1% 112,170 $13.7M
Comerica Bank 0.05% Add +14.7% 101,962 $12.5M
Kornitzer Capital Management Inc. 0.26% No change 101,440 $12.4M
Confluence Investment Management LLC 0.18% Reduce -4.6% 100,807 $12.3M
New York State Common Retirement Fund 0.02% Add +7.5% 100,199 $12.2M
Mairs & Power Inc. 0.13% Reduce -24.0% 99,128 $12.1M
Verition Fund Management LLC 0.07% Reduce -26.7% 97,637 $11.9M
PineStone Asset Management Inc. 0.08% No change 91,629 $11.2M
Swiss National Bank 0.01% Reduce -3.4% 89,500 $10.9M
Segall Bryant & Hamill, LLC 0.16% Reduce -25.2% 87,299 $10.7M
Twinbeech Capital LP 0.19% New 85,238 $10.4M
Hudson Bay Capital Management LP 0.07% New 82,730 $10.1M
Peregrine Capital Management LLC 0.32% Add +14.3% 78,796 $9.6M
First Eagle Investment Management, LLC 0.02% Reduce -9.9% 76,423 $9.3M
Macquarie Group Ltd. 0.01% Reduce -11.2% 69,130 $8.4M
Citigroup Inc. 0.01% Reduce -53.1% 67,720 $8.3M
Regents Gate Capital LLP 3.31% Add +54685.3% 63,551 $7.8M
Susquehanna International Group, LLP 0.01% Reduce -56.1% 58,029 $7.1M
California Public Employees Retirement System 0.00% Add +28.9% 57,633 $7.0M
Granahan Investment Management, LLC 0.34% New 56,339 $6.9M
Bank of Montreal 0.00% Reduce -9.5% 55,900 $6.8M
Deutsche Bank AG 0.00% Reduce -0.5% 55,847 $6.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +20.6% 54,412 $6.6M
Stifel Financial Corp. 0.01% Reduce -3.1% 51,249 $6.3M
Lisanti Capital Growth, LLC 1.75% Add +1.7% 48,265 $5.9M
Point72 Asset Management 0.02% Reduce -76.2% 47,935 $5.9M
California State Teachers Retirement System 0.01% Reduce -1.1% 43,549 $5.3M
Prudential Financial Inc. 0.01% Add +37.7% 45,366 $5.3M
New York State Teachers Retirement System 0.01% Add +7.8% 42,068 $5.1M
First Trust Advisors LP 0.00% Reduce -42.6% 42,061 $5.1M
T. Rowe Price Associates Inc. 0.00% Add +15.3% 40,881 $5.0M
Partners Capital Investment Group, LLP 0.08% Add +85.7% 40,717 $5.0M
CANADA LIFE ASSURANCE Co 0.01% Add +27.8% 40,315 $4.9M
Homestead Advisers Corp 0.12% Add +14.7% 39,700 $4.9M
Pathstone Holdings, LLC 0.02% Add +24.1% 37,841 $4.6M
Susquehanna Fundamental Investments, LLC 0.07% Reduce -33.4% 34,100 $4.2M
Thrivent Financial for Lutherans 0.01% Add +37.8% 33,914 $4.1M
LPL Financial LLC 0.00% Add +22.8% 36,340 $4.0M
Sei Investments Co. 0.01% Add +10.0% 32,820 $4.0M
Granite Investment Partners, LLC 0.20% Reduce -23.2% 32,570 $4.0M
Renaissance Technologies 0.01% New 29,500 $3.6M
Ewing Morris & Co. Investment Partners Ltd. 1.05% Add +35.7% 19,000 $3.3M
MetLife Investment Management, LLC 0.02% Reduce -3.6% 27,275 $3.3M
Corient Private Wealth LP 0.01% Add +5.7% 25,977 $3.2M
State of Alaska, Department of Revenue 0.04% Add +41.6% 25,584 $3.1M
Engineers Gate Manager LP 0.05% New 25,129 $3.1M
Illinois Municipal Retirement Fund 0.04% Add +46.2% 24,837 $3.0M
Corebridge Financial, Inc. 0.02% Add +0.1% 24,499 $3.0M
Manufacturers Life Insurance Company, The 0.00% Add +41.7% 24,062 $2.9M
Gotham Asset Management 0.02% New 23,953 $2.9M
Intech Investment Management LLC 0.03% Add +37.2% 23,522 $2.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.33% Reduce -37.3% 23,136 $2.8M
D. E. Shaw & Co. 0.00% Reduce -69.5% 23,051 $2.8M
Millennium Management 0.00% Reduce -96.0% 23,000 $2.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -52.2% 22,607 $2.8M
SG Americas Securities, LLC 0.01% Add +227.2% 21,841 $2.7M
Neo Ivy Capital Management 0.85% New 21,742 $2.7M
Louisiana State Employees Retirement System 0.05% Add +40.9% 21,700 $2.7M
Marshall Wace, LLP 0.00% Reduce -60.7% 20,458 $2.5M
MML Investors Services, LLC 0.01% Add +19.5% 20,379 $2.5M
Janus Henderson Group PLC 0.00% Reduce -4.7% 20,365 $2.5M
Bridgewater Associates 0.01% New 20,327 $2.5M
Profit Investment Management, LLC 2.22% New 19,564 $2.4M
Truist Financial Corp. 0.00% Add +53.3% 19,057 $2.3M
Zions Bancorporation, National Association 0.15% — 18,977 $2.3M
Amundi 0.00% Add +9.4% 20,571 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +1.0% 17,944 $2.2M
Smith Chas P & Associates Pa Cpas 0.12% No change 17,496 $2.1M
Yousif Capital Management, LLC 0.02% Add +42.1% 17,219 $2.1M
State of Tennessee, Department of Treasury 0.01% Add +32.1% 15,594 $1.9M
HSBC Holdings PLC 0.00% Reduce -56.9% 15,394 $1.9M
Bastion Asset Management Inc. 0.97% Reduce -47.2% 14,683 $1.8M
Bessemer Group Inc. 0.00% Reduce -10.0% 14,512 $1.8M
DAVENPORT & Co LLC 0.01% Reduce -1.1% 14,496 $1.8M
State of Wyoming 0.23% New 14,285 $1.7M
HighTower Advisors, LLC 0.00% Add +0.5% 13,773 $1.7M
Level Four Advisory Services, LLC 0.07% Add +13.7% 13,730 $1.7M
Maryland State Retirement & Pension System 0.04% Add +26.3% 13,475 $1.6M
Arizona State Retirement System 0.01% Add +43.4% 13,251 $1.6M
SummitTX Capital, L.P. 0.07% — 13,203 $1.6M
Amalgamated Bank 0.01% Add +41.4% 13,180 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +50.0% 12,682 $1.5M
Two Sigma Investments, LP 0.00% Reduce -62.9% 12,475 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -14.0% 12,065 $1.5M
Ensign Peak Advisors, Inc 0.00% No change 11,880 $1.5M
Creative Planning 0.00% Add +59.3% 11,717 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +62.5% 11,049 $1.4M
ProShare Advisors LLC 0.00% Reduce -20.2% 11,045 $1.3M
Gabelli Funds LLC 0.01% No change 11,000 $1.3M
Oregon Public Employees Retirement Fund 0.03% Add +40.3% 10,599 $1.3M
Cibc World Markets Corp. 0.01% Add +137.1% 10,421 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -3.0% 10,295 $1.3M
Tidal Investments LLC 0.01% Add +75.4% 10,168 $1.2M
Magnetar Financial LLC 0.02% New 10,070 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.9% 10,055 $1.2M
Cetera Investment Advisers 0.00% Add +9.5% 9,427 $1.2M
Bayforest Capital Ltd 0.49% Add +991.2% 9,199 $1.1M
Handelsbanken Fonder AB 0.00% No change 9,151 $1.1M
Candriam S.C.A. 0.01% Reduce -10.3% 9,148 $1.1M
KLP Kapitalforvaltning As 0.01% No change 9,000 $1.1M
Avior Wealth Management, LLC 0.04% Add +1.6% 8,834 $1.1M
GAMCO Investors 0.01% Reduce -8.6% 8,775 $1.1M
Cookson Peirce & Co. Inc. 0.05% Reduce -3.1% 8,758 $1.1M
Diversified Trust Co. 0.03% Reduce -10.9% 8,683 $1.1M
Harbor Capital Advisors, Inc. 0.05% New 8,663 $1.1M
Squarepoint Ops LLC 0.00% Reduce -65.5% 8,531 $1.0M
Legato Capital Management LLC 0.14% Add +2.1% 8,335 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +63.8% 8,308 $1.0M
Blair William & Co. 0.00% Add +1.8% 8,095 $989K
Redmond Asset Management, LLC 0.24% No change 7,687 $939K
Nisa Investment Advisors, LLC 0.00% Add +0.6% 7,492 $916K
Willis Investment Counsel 0.06% Reduce -2.7% 7,447 $910K
American Century Companies Inc. 0.00% Add +20.9% 7,434 $908K
Gardner Russo & Quinn 0.01% New 7,250 $886K
Los Angeles Capital Management LLC 0.00% Add +5.2% 7,245 $885K
NorthCoast Asset Management LLC 0.00% Reduce -21.8% 7,216 $882K
Fieldview Capital Management, LLC 0.12% New 6,779 $828K
Teacher Retirement System of Texas 0.00% Reduce -84.6% 6,752 $825K
Mutual of America Capital Management LLC 0.01% Add +39.4% 6,724 $822K
Pictet Asset Management Holding SA 0.00% Add +4.5% 6,698 $818K
US Bancorp \de 0.00% Reduce -3.3% 6,647 $812K
XTX Topco Ltd 0.04% New 6,195 $757K
Benjamin Edwards Inc. 0.01% Add +10.5% 6,175 $755K
BNP Paribas Financial Markets 0.00% Reduce -34.9% 6,146 $751K
AQR Capital Management 0.00% Reduce -10.1% 5,908 $722K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +6.7% 5,795 $708K
Glenmede Trust Co. NA 0.00% Add +7.3% 5,715 $698K
State Board of Administration of Florida Retirement System 0.00% Add +11.9% 5,565 $680K
Keybank National Association 0.00% Reduce -14.9% 5,411 $661K
Neuberger Berman Group LLC 0.00% Add +26.1% 5,396 $659K
Centiva Capital, LP 0.04% New 5,251 $642K
STRS Ohio 0.00% Add +13.6% 5,000 $611K
Atria Investments, Inc 0.01% Add +0.1% 4,988 $610K
Aigen Investment Management, LP 0.10% New 4,908 $600K
Ameritas Investment Partners, Inc. 0.02% No change 4,834 $591K
State of Wisconsin Investment Board 0.00% Add +7.9% 4,773 $583K
RW Investment Management LLC 0.07% No change 4,720 $577K
Fox Run Management, L.L.C. 0.09% New 4,607 $563K
Quadrant Capital Group LLC 0.02% Add +491.0% 4,403 $538K
Citadel Advisors 0.00% Add +739.5% 4,382 $535K
Lincoln Capital LLC 0.11% New 5,646 $535K
Edgestream Partners, L.P. 0.02% New 4,348 $531K
CenterBook Partners LP 0.03% Reduce -39.2% 3,986 $487K
Walleye Capital LLC 0.01% New 3,768 $460K
Public Employees Retirement Association of Colorado 0.00% No change 3,715 $454K
Xponance LLC 0.00% Add +15.0% 3,585 $438K
QRG Capital Management, Inc. 0.00% Add +15.1% 3,488 $426K
Oppenheimer Asset Management Inc. 0.01% Reduce -7.8% 3,392 $415K
Baker Ellis Asset Management LLC 0.06% No change 3,240 $396K
Vontobel Holding Ltd. 0.00% Reduce -9.5% 3,231 $395K
Schonfeld Strategic Advisors LLC 0.00% New 3,196 $391K
Praxis Investment Management Inc. 0.03% Reduce -8.3% 3,075 $376K
Dynamic Technology Lab Private Ltd 0.05% New 3,070 $375K
Mariner, LLC 0.00% Add +10.7% 3,038 $371K
PNC Financial Services Group, Inc. 0.00% Add +18.3% 3,028 $370K
Wolverine Trading, LLC 0.01% New 2,946 $360K
Hohimer Wealth Management, LLC 0.07% Add +4.2% 2,885 $353K
Bridges Investment Management Inc. 0.01% Add +3.7% 2,871 $351K
Inspire Investing, LLC 0.04% Reduce -10.5% 2,829 $346K
Procyon Advisors, LLC 0.02% Reduce -5.5% 2,767 $338K
United Services Automobile Association 0.01% New 2,731 $334K
CIBC Asset Management Inc 0.00% Add +21.4% 2,712 $331K
Lido Advisors, LLC 0.00% Reduce -7.7% 2,672 $327K
O'shaughnessy Asset Management, LLC 0.00% Add +31.4% 2,546 $311K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -34.6% 2,430 $297K
Janney Montgomery Scott LLC 0.00% Reduce -7.1% 2,361 $289K
&partners 0.00% Add +24.8% 2,363 $289K
Crossmark Global Holdings, Inc. 0.00% Add +9.1% 2,294 $280K
KBC Group NV 0.00% Add +70.3% 2,226 $272K
Wealth Alliance, LLC 0.03% Reduce -0.8% 2,210 $270K
Farther Finance Advisors, LLC 0.01% Add +3896.3% 2,158 $268K
Sanctuary Advisors, LLC 0.00% Reduce -16.2% 2,187 $267K
NJ State Employees Deferred Compensation Plan 0.03% No change 2,160 $264K
Mackenzie Financial Corp. 0.00% Reduce -27.5% 2,160 $264K
Profund Advisors LLC 0.01% Reduce -1.2% 2,111 $258K
Stonegate Investment Group, LLC 0.01% Reduce -1.6% 2,071 $253K
Numerai GP LLC 0.05% Reduce -67.9% 2,069 $253K
Aster Capital Management (DIFC) Ltd 0.05% New 1,883 $249K
Avantax Advisory Services, Inc. 0.00% Add +7.4% 1,984 $242K
Moody National Bank Trust Division 0.02% Reduce -6.9% 1,913 $234K
Principal Securities, Inc. 0.01% No change 1,772 $225K
IHT Wealth Management, LLC 0.01% Add +4.3% 1,799 $220K
Cim Investment Management Inc. 0.05% Reduce -2.4% 1,788 $218K
Captrust Financial Advisors 0.00% Reduce -18.1% 1,770 $216K
GPS Wealth Strategies Group, LLC 0.03% Reduce -2.8% 1,767 $216K
Shelton Capital Management 0.01% New 1,757 $215K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 1,720 $210K
Simplex Trading, LLC 0.01% New 1,499 $183K
Canada Pension Plan Investment Board 0.00% Add +18.2% 1,300 $159K
Tower Research Capital LLC (TRC) 0.00% Add +14.6% 1,155 $141K
Whittier Trust Co. 0.00% No change 1,000 $122K
Asset Management One Co., Ltd. 0.00% New 914 $112K
Kimelman & Baird, LLC 0.01% No change 900 $110K
Fifth Third Bancorp 0.00% Add +13.9% 834 $102K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 813 $99K
Huntington National Bank 0.00% Add +2.7% 790 $97K
Smartleaf Asset Management LLC 0.01% Add +33.6% 780 $95K
Sterling Capital Management LLC 0.00% New 766 $94K
Coldstream Capital Management Inc. 0.00% New 687 $84K
Public Employees Retirement System of Ohio 0.00% Reduce -6.3% 639 $78K
Jones Financial Companies LLLP 0.00% Add +12.0% 608 $74K
Harbor Investment Advisory, LLC 0.01% No change 581 $71K
Vega Investment Solutions 0.01% New 579 $71K
Ostrum Asset Management 0.00% Reduce -50.3% 579 $71K
Cwm, LLC 0.00% Add +18.6% 503 $61K
Larson Financial Group LLC 0.00% Add +49100.0% 492 $60K
GAMMA Investing LLC 0.00% Add +77.9% 482 $59K
Eukles Asset Management 0.02% Reduce -45.8% 446 $55K
Group One Trading LLC 0.00% New 419 $51K
Wilmington Savings Fund Society, FSB 0.00% No change 400 $49K
Russell Investments Group, Ltd. 0.00% Add +822.9% 323 $39K
Costello Asset Management, INC 0.01% New 300 $37K
Painted Porch Advisors LLC 0.01% No change 266 $33K
Blue Trust, Inc. 0.00% Add +33.9% 253 $31K
JTC Employer Solutions Trustee Ltd 0.00% No change 237 $29K
Steward Partners Investment Advisory, LLC 0.00% No change 237 $29K
Allworth Financial LP 0.00% Add +1.2% 249 $26K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.7% 169 $21K
UMB Bank, n.a. 0.00% Add +116.0% 162 $20K
Physician Wealth Advisors, Inc. 0.00% No change 152 $19K
USA Financial Formulas 0.00% New 150 $18K
First Horizon Advisors, Inc. 0.00% Add +29.4% 132 $16K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 117 $14K
CIBC Private Wealth Group LLC 0.00% Add +0.7% 146 $14K
Aspect Partners, LLC 0.01% No change 113 $14K
MAI Capital Management 0.00% Add +7.7% 112 $14K
Rothschild Investment LLC 0.00% Add +46.7% 110 $13K
Brown Brothers Harriman & Co. 0.00% No change 101 $12K
Rise Advisors, LLC 0.01% Reduce -10.7% 92 $11K
LRI Investments, LLC 0.00% Reduce -5.3% 90 $11K
Private Wealth Management Group, LLC 0.00% No change 84 $10K
Golden State Wealth Management, LLC 0.00% No change 80 $10K
Parkside Financial Bank & Trust 0.00% Add +640.0% 74 $9K
EverSource Wealth Advisors, LLC 0.00% Add +80.6% 65 $8K
Highline Wealth Partners LLC 0.00% New 64 $8K
CX Institutional 0.00% New 61 $7K
Leonteq Securities AG 0.00% New 51 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 48 $6K
C M Bidwell & Associates Ltd. 0.00% New 37 $5K
High Note Wealth, LLC 0.00% No change 37 $5K
Point72 (DIFC) Ltd 0.00% New 30 $4K
Arax Advisory Partners 0.00% Reduce -9.4% 29 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.9% 27 $3K
Hemington Wealth Management 0.00% Add +77.8% 32 $3K
Farmers & Merchants Investments Inc. 0.00% No change 21 $3K
NewEdge Advisors, LLC 0.00% No change 20 $2K
Graney & King, LLC 0.00% No change 19 $2K
JFS Wealth Advisors, LLC 0.00% Add +5.6% 19 $2K
Bare Financial Services, Inc 0.00% New 14 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -91.4% 12 $1K
Brooklyn Investment Group 0.00% New 11 $1K
Stephens Consulting, LLC 0.00% New 10 $1K
Lindbrook Capital, LLC 0.00% New 8 $978
Assetmark, Inc. 0.00% New 8 $978
NFSG Corp 0.00% No change 7 $855
Sachetta, LLC 0.00% No change 6 $734
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $734
Global Financial Private Client, LLC 0.00% Add +200.0% 6 $733
Elequin Capital, LP 0.00% Reduce -83.3% 5 $611
SJS Investment Consulting Inc. 0.00% Add +25.0% 5 $611
Pacific Center for Financial Services 0.00% No change 4 $489
Perkins Coie Trust Co 0.00% New 4 $488
True Wealth Design, LLC 0.00% New 3 $367
Abound Wealth Management 0.00% No change 2 $245
Parallel Advisors, LLC 0.00% No change 2 $244
Versant Capital Management, Inc 0.00% No change 2 $244
Cornerstone Planning Group LLC 0.00% New 2 $198
HFM Investment Advisors, LLC 0.00% — 1 $123
Parkworth Wealth Management, Inc. 0.00% No change 1 $122
IFP Advisors, Inc 0.00% No change 1 $122
Bay Harbor Wealth Management, LLC 0.00% New 1 $122
Hantz Financial Services, Inc. 0.00% New 1 $0
Capital Advisors, Ltd. LLC 0.00% No change 4 $0
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.