Tempus AI Inc. Class ATEM

13F holders, Q2 2025 (June 30)
369holders +82
127new positions
44sold out
7famous investors
$63.54avg. 13F price*

At the end of Q2 2025, 369 institutions reported holding Tempus AI Inc. Class A (TEM) in their 13F filings, up 82 from Q1 2025. 127 opened new positions and 44 sold out. The largest holders were Baillie Gifford & Co. ($768.5M), Vanguard Group Inc. ($491.5M) and ARK Investment Management ($471.6M). 7 famous investors held it, including Cathie Wood (3.5% of ARK Investment Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).

Company
Tempus AI Inc. Class A
CUSIP
88023B103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q2 2024: 80Q2 2024Q3 2024: 97Q3 2024Q4 2024: 155Q4 2024Q1 2025: 287Q1 2025Q2 2025: 369Q2 2025Q3 2025: 440Q3 2025Q4 2025: 457Q4 2025Q1 2026: 427Q1 2026Q2 2026: 489Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions127$1.2B
Exits44$206.4M

All 13F filers, Q1 2025 → Q2 2025: 35,497,061 shares bought and 10,826,316 shares sold, net +24,670,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 369 holders

Baillie Gifford & Co. 0.57% New 12,094,029 $768.5M
Vanguard Group Inc. 0.01% Add +29.0% 7,734,770 $491.5M
ARK Investment Management 3.46% Reduce -1.1% 7,421,770 $471.6M
Softbank Group Corp. 1.38% No change 5,405,406 $343.5M
JPMorgan Chase & Co. 0.02% Add +91.9% 4,768,077 $303.0M
Goldman Sachs Group Inc. 0.04% Add +162.0% 4,256,442 $270.5M
BlackRock, Inc. 0.01% Add +553.9% 4,139,428 $263.0M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -9.1% 3,869,941 $245.9M
Amova Asset Management Americas, Inc. 2.45% Reduce -9.2% 3,869,941 $245.7M
Morgan Stanley 0.01% Add +126.5% 2,539,455 $161.4M
Alphabet Inc. 4.62% No change 1,551,102 $98.6M
Franklin Resources Inc. 0.02% Reduce -31.6% 1,450,745 $92.2M
UBS Group AG 0.02% Reduce -33.3% 1,330,904 $84.6M
Two Sigma Investments, LP 0.14% New 1,192,139 $75.7M
Bank of America Corp. 0.01% Add +1.4% 1,131,249 $71.9M
State Street Corp. 0.00% New 859,872 $54.6M
AQR Capital Management 0.04% New 850,180 $54.0M
Lingotto Investment Management LLP 1.07% No change 783,859 $49.8M
Geode Capital Management, LLC 0.00% Add +411.4% 649,420 $41.3M
Frontier Capital Management Co. LLC 0.35% Reduce -10.6% 590,717 $37.5M
Voloridge Investment Management, LLC 0.13% New 567,907 $36.1M
Susquehanna International Group, LLP 0.05% Reduce -67.3% 469,108 $29.8M
Tidal Investments LLC 0.19% Add +1691.7% 451,901 $28.7M
Legal & General Group Plc 0.01% Add +24.4% 450,645 $28.6M
Massachusetts Financial Services Co. 0.01% Reduce -23.9% 440,236 $28.0M
D. E. Shaw & Co. 0.03% Add +1321.4% 421,727 $26.8M
Marex Group Ltd 0.51% Add +4328.1% 418,947 $26.6M
Gilder Gagnon Howe & Co. LLC 0.28% Add +1747.6% 413,081 $26.2M
Mariner, LLC 0.04% Reduce -32.5% 409,343 $26.0M
RTW Investments, LP 0.36% No change 400,000 $25.4M
Patient Capital Management, LLC 1.11% New 388,627 $24.7M
Two Sigma Advisers, LP 0.05% New 380,589 $24.2M
Quadrature Capital Ltd 0.38% Reduce -52.5% 344,590 $21.9M
Clear Street LLC 0.13% New 341,925 $21.7M
Vestmark Advisory Solutions, Inc. 0.31% Add +102.5% 338,241 $21.5M
BNP Paribas Financial Markets 0.02% Add +3019.4% 308,819 $19.6M
KADENSA CAPITAL Ltd 3.06% Reduce -34.0% 302,663 $19.2M
Royal Bank of Canada 0.00% Add +994.7% 284,496 $18.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +15614.4% 251,430 $16.0M
Bank of New York Mellon Corp 0.00% Add +281.8% 232,741 $14.8M
Aberdeen Group plc 0.02% Reduce -16.3% 213,294 $13.6M
Jane Street Group, LLC 0.02% No change 213,143 $13.5M
Invesco Ltd. 0.00% Add +2926.6% 211,621 $13.4M
Northern Trust Corp. 0.00% Add +2621.1% 206,207 $13.1M
Sculptor Capital LP 0.31% No change 186,700 $11.9M
Cwm, LLC 0.04% Add +18.1% 183,729 $11.7M
Baron Capital (BAMCO) 0.03% Reduce -48.4% 171,243 $10.9M
Raymond James Financial Inc. 0.00% Add +36.4% 170,906 $10.9M
Ares Management LLC 0.53% No change 164,383 $10.4M
1832 Asset Management L.P. 0.02% New 152,400 $9.7M
First Trust Advisors LP 0.01% Add +7.6% 147,742 $9.4M
LPL Financial LLC 0.00% Add +44.6% 147,256 $9.4M
Swiss National Bank 0.01% New 144,400 $9.2M
Norges Bank 0.00% Reduce -19.8% 142,026 $9.0M
Y-Intercept (Hong Kong) Ltd 0.21% New 132,418 $8.4M
Teachers Retirement System of the State of Kentucky 0.07% Reduce -0.3% 131,598 $8.4M
Nuveen, LLC 0.00% New 129,950 $8.3M
Q Fund Management (Hong Kong) Ltd 4.02% New 115,100 $7.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.65% Add +125.7% 114,373 $7.3M
Landscape Capital Management, L.L.C. 0.57% New 113,791 $7.2M
Captrust Financial Advisors 0.02% Add +48.0% 108,213 $6.9M
Barclays PLC 0.00% Add +42.6% 107,442 $6.8M
Wells Fargo & Company 0.00% Add +516.0% 103,720 $6.6M
Diversify Advisory Services, LLC 0.23% Add +505.6% 91,780 $6.1M
Virtu Financial LLC 0.30% Add +11.1% 92,776 $5.9M
Rhumbline Advisers 0.00% Add +3633.2% 89,783 $5.7M
Citadel Advisors 0.01% Reduce -13.0% 88,660 $5.6M
Capital Fund Management S.A. 0.06% Add +154.7% 84,778 $5.4M
Exchange Traded Concepts, LLC 0.07% Reduce -7.1% 82,670 $5.3M
Blue Owl Capital Holdings LP 1.65% New 80,167 $5.1M
Clarity Capital Partners LLC 1.82% Add +65.1% 80,147 $5.1M
Allen Operations LLC 0.67% No change 76,621 $4.9M
Westwind Capital 0.95% Add +0.9% 73,283 $4.7M
California State Teachers Retirement System 0.01% Add +36.4% 72,474 $4.6M
Voya Investment Management LLC 0.01% Add +100.5% 71,345 $4.5M
State Board of Administration of Florida Retirement System 0.01% New 69,363 $4.4M
FWL Investment Management, LLC 1.33% Add +483.1% 68,458 $4.3M
Blair William & Co. 0.01% Add +109.2% 67,637 $4.3M
Renaissance Capital LLC 2.94% Reduce -41.3% 66,300 $4.2M
Twinbeech Capital LP 0.09% New 63,883 $4.1M
Nebula Research & Development LLC 0.34% Add +16.0% 63,639 $4.0M
Envestnet Asset Management Inc. 0.00% Add +2.6% 62,005 $3.9M
Comerica Bank 0.01% Reduce -36.3% 59,561 $3.8M
Diversify Wealth Management, LLC 0.23% Add +4.7% 56,288 $3.7M
Tairen Capital Ltd 0.38% Reduce -26.5% 58,200 $3.7M
Dakota Wealth Management 0.07% Add +67.8% 54,572 $3.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 53,900 $3.4M
SG Americas Securities, LLC 0.01% Add +202.1% 52,205 $3.3M
Principal Financial Group Inc. 0.00% New 51,958 $3.3M
State of Wisconsin Investment Board 0.01% New 50,485 $3.2M
Fred Alger Management, LLC 0.01% Add +25.7% 49,055 $3.1M
Green Alpha Advisors, LLC 2.85% Reduce -7.8% 46,964 $3.0M
Mission Creek Capital Partners, Inc. 0.66% Reduce -23.4% 46,900 $3.0M
Riverview Capital Advisers, LLC 0.85% Add +60.3% 46,441 $3.0M
Nomura Holdings Inc. 0.02% Reduce -35.5% 45,860 $2.9M
RFG Advisory, LLC 0.07% Add +19.9% 45,372 $2.9M
Benjamin Edwards Inc. 0.04% Add +4.0% 44,839 $2.8M
XTX Topco Ltd 0.12% New 44,437 $2.8M
NewEdge Advisors, LLC 0.01% Add +21.3% 44,346 $2.8M
NTV Asset Management LLC 0.33% New 44,017 $2.8M
Public Employees Retirement System of Ohio 0.01% New 43,126 $2.7M
Wolverine Trading, LLC 0.07% Add +293.3% 40,356 $2.7M
Titleist Asset Management, LLC 0.26% Reduce -14.8% 41,709 $2.7M
Bouvel Investment Partners, LLC 0.86% New 39,934 $2.5M
HSBC Holdings PLC 0.00% Reduce -60.7% 37,192 $2.5M
Finivi Inc. 1.66% New 38,657 $2.5M
Trivium Point Advisory, LLC 0.27% Add +670.7% 38,627 $2.5M
Treasurer of the State of North Carolina 0.01% New 38,450 $2.4M
Hidden Lake Asset Management LP 1.20% New 38,410 $2.4M
Stifel Financial Corp. 0.00% Reduce -5.1% 37,821 $2.4M
Independent Financial Group, LLC 0.07% New 37,441 $2.4M
DNB Asset Management AS 0.01% Add +27.1% 37,183 $2.4M
Osaic Holdings, Inc. 0.00% Add +9.7% 36,447 $2.3M
EFG Asset Management (North America) Corp. 0.32% New 35,154 $2.2M
Engineers Gate Manager LP 0.03% New 34,530 $2.2M
Lazard Asset Management LLC 0.00% Add +100.0% 34,439 $2.2M
Sigma Planning Corp 0.06% Add +0.9% 33,834 $2.1M
China Universal Asset Management Co., Ltd. 0.20% Add +0.7% 33,757 $2.1M
Ensign Peak Advisors, Inc 0.00% New 33,727 $2.1M
New York State Common Retirement Fund 0.00% New 33,000 $2.1M
Cetera Investment Advisers 0.00% Add +18.8% 32,417 $2.1M
Janus Henderson Group PLC 0.00% New 32,200 $2.0M
State of New Jersey Common Pension Fund D 0.01% New 31,788 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% New 31,367 $2.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +224.4% 30,990 $2.0M
Salem Investment Counselors Inc. 0.06% Add +8020.0% 30,450 $1.9M
T. Rowe Price Associates Inc. 0.00% Reduce -40.5% 30,415 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -13.8% 30,300 $1.9M
Employees Retirement System of Texas 0.02% No change 29,948 $1.9M
Himension Capital (singapore) Pte. LTD. 0.15% Add +40.8% 29,601 $1.9M
Entropy Technologies, LP 0.15% New 29,165 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 28,886 $1.8M
Essex Investment Management Co. LLC 0.32% Add +7534.3% 28,018 $1.8M
Alliancebernstein L.P. 0.00% Reduce -92.7% 26,811 $1.7M
Banque Cantonale Vaudoise 0.07% Add +2.4% 26,426 $1.7M
Mercer Global Advisors Inc. 0.00% Add +362.4% 25,853 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +22.1% 25,781 $1.6M
Fund 1 Investments, LLC 0.23% New 25,000 $1.6M
Charles Schwab Investment Management Inc. 0.00% New 24,223 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1459.4% 23,563 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +9.4% 23,407 $1.5M
Jasper Ridge Partners, L.P. 0.04% Add +27.3% 23,084 $1.5M
Tower Research Capital LLC (TRC) 0.04% Add +15.7% 22,670 $1.4M
FORA Capital, LLC 0.16% New 22,572 $1.4M
Millennium Management 0.00% Reduce -96.1% 22,066 $1.4M
Arizona State Retirement System 0.01% New 22,060 $1.4M
SBI Securities Co., Ltd. 0.04% Reduce -1.5% 21,776 $1.4M
Advisors Asset Management, Inc. 0.02% Add +21.3% 21,083 $1.3M
Parallax Volatility Advisers, L.P. 0.07% New 20,978 $1.3M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 20,978 $1.3M
Nkcfo LLC 0.53% New 20,000 $1.3M
Dimensional Fund Advisors LP 0.00% Reduce -0.2% 19,896 $1.3M
Camelot Portfolios, LLC 0.75% New 19,606 $1.2M
HighTower Advisors, LLC 0.00% Add +182.5% 18,711 $1.2M
Circle Wealth Management, LLC 0.03% Add +80.2% 18,221 $1.2M
Pathstone Holdings, LLC 0.00% Add +21.8% 18,077 $1.1M
Continuum Advisory, LLC 0.13% Add +2056.4% 17,402 $1.1M
Qsemble Capital Management, LP 0.10% New 17,095 $1.1M
Jones Financial Companies LLLP 0.00% Add +65.5% 16,085 $1.1M
Level Four Advisory Services, LLC 0.04% Reduce -21.5% 15,966 $1.0M
KLP Kapitalforvaltning As 0.00% New 15,700 $998K
CloudAlpha Capital Management Limited/Hong Kong 0.12% Reduce -97.8% 15,560 $989K
Private Advisor Group, LLC 0.01% Reduce -39.4% 14,861 $944K
Icon Wealth Advisors, LLC 0.07% Reduce -0.7% 14,604 $928K
James J. Burns & Company, LLC 0.15% Add +16.7% 14,000 $890K
Neuberger Berman Group LLC 0.00% Reduce -5.5% 13,770 $875K
Balefire, LLC 0.19% New 13,690 $870K
Natixis 0.00% Add +73.8% 13,258 $842K
Venture Visionary Partners LLC 0.03% New 13,157 $836K
Wedbush Securities Inc. 0.03% Add +7.0% 12,681 $806K
Calamos Advisors LLC 0.01% Add +85.4% 12,575 $799K
STRS Ohio 0.00% Reduce -65.1% 12,417 $789K
Legacy Bridge, LLC 0.37% Add +1.5% 12,240 $778K
Rakuten Securities, Inc. 0.30% Reduce -9.7% 11,914 $757K
Xponance LLC 0.01% New 11,551 $734K
Teacher Retirement System of Texas 0.00% Reduce -85.3% 11,480 $729K
Massar Capital Management, LP 0.52% New 11,000 $699K
Victory Capital Management Inc. 0.00% Add +17.3% 10,916 $694K
Mangrove Partners Im, LLC 0.08% New 10,889 $692K
Pictet Asset Management Holding SA 0.00% New 10,779 $685K
Marshall Wace, LLP 0.00% New 10,600 $674K
Janney Montgomery Scott LLC 0.00% Add +21.6% 10,483 $666K
Total Clarity Wealth Management, Inc. 0.19% New 10,479 $666K
Allianz Asset Management GmbH 0.00% Add +52.9% 10,400 $661K
GM Advisory Group, LLC 0.03% No change 10,000 $635K
Cohen & Steers, Inc. 0.00% Add +11.1% 10,000 $635K
J.W. Cole Advisors, Inc. 0.01% New 9,703 $617K
Guardian Partners Inc. 0.05% New 10,400 $607K
Avantax Advisory Services, Inc. 0.00% Add +81.7% 9,322 $592K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.1% 9,681 $590K
Harbour Capital Advisors, LLC 0.12% No change 9,750 $577K
Krane Funds Advisors LLC 0.02% Add +25.3% 8,872 $564K
Boothbay Fund Management, LLC 0.02% Reduce -3.0% 8,809 $560K
Tyler-Stone Wealth Management 0.09% Add +10.0% 8,800 $559K
TD Waterhouse Canada Inc. 0.00% Add +184.6% 9,179 $546K
Sei Investments Co. 0.00% New 8,344 $530K
Creative Planning 0.00% Reduce -55.7% 8,310 $528K
Forum Financial Management, LP 0.01% New 8,303 $528K
Axxcess Wealth Management, LLC 0.01% Add +6.2% 8,190 $520K
Citigroup Inc. 0.00% Reduce -85.4% 8,013 $509K
United Capital Management of KS, Inc. 0.08% Reduce -20.0% 8,000 $508K
Public Employees Retirement Association of Colorado 0.00% New 7,936 $504K
Cladis Investment Advisory, LLC 0.31% Add +66.0% 7,800 $496K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 6,800 $432K
Freedom Investment Management, Inc. 0.03% Reduce -12.0% 6,787 $431K
Polen Capital Management LLC 0.00% New 6,759 $429K
ProShare Advisors LLC 0.00% Reduce -12.3% 6,613 $420K
Russell Investments Group, Ltd. 0.00% Add +21.3% 6,527 $415K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +16.1% 6,493 $413K
SeaCrest Wealth Management, LLC 0.04% Reduce -43.6% 6,259 $398K
Ameriprise Financial Inc. 0.00% Reduce -41.0% 6,224 $395K
Amalgamated Bank 0.00% New 6,195 $394K
Cresset Asset Management, LLC 0.00% New 5,996 $381K
Mgo One Seven LLC 0.01% Reduce -10.3% 5,959 $379K
Aspiriant, LLC 0.01% Reduce -57.1% 5,872 $373K
MML Investors Services, LLC 0.00% New 5,876 $373K
StoneX Group Inc. 0.02% New 5,811 $369K
SteelPeak Wealth, LLC 0.01% New 5,709 $363K
Interchange Capital Partners, LLC 0.08% Reduce -17.2% 5,538 $352K
Kestra Advisory Services, LLC 0.00% New 5,506 $350K
Janney Capital Management LLC 0.02% Reduce -11.5% 5,490 $349K
Stephens Inc. 0.00% New 5,345 $340K
Brown Advisory Inc. 0.00% Add +22.3% 5,307 $337K
Vontobel Holding Ltd. 0.00% Add +12.8% 5,285 $336K
IHT Wealth Management, LLC 0.01% New 5,214 $331K
National Bank of Canada 0.00% Reduce -86.8% 5,200 $330K
Keybank National Association 0.00% No change 5,130 $326K
MetLife Investment Management, LLC 0.00% Add +9.8% 5,117 $325K
PNC Financial Services Group, Inc. 0.00% Add +6.1% 5,003 $318K
Clarus Group, Inc. 0.12% No change 5,000 $318K
Pitcairn Co. 0.02% New 4,986 $317K
Dark Forest Capital Management LP 0.01% New 4,906 $312K
Vanguard Personalized Indexing Management, LLC 0.00% New 4,835 $307K
CIBC Asset Management Inc 0.00% No change 4,716 $300K
AE Wealth Management LLC 0.00% New 4,517 $287K
Pier 88 Investment Partners LLC 0.30% New 4,500 $286K
Sugar Maple Asset Management, LLC 0.22% New 4,500 $286K
Leavell Investment Management, Inc. 0.01% New 4,484 $285K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,467 $284K
Deutsche Bank AG 0.00% New 4,456 $283K
Jaffetilchin Investment Partners, LLC 0.02% New 4,392 $279K
Utah Retirement Systems 0.00% Reduce -85.5% 4,351 $276K
Prudential Financial Inc. 0.00% New 4,340 $276K
Mutual Advisors, LLC 0.01% New 4,258 $275K
QRG Capital Management, Inc. 0.00% New 4,293 $273K
QTR Family Wealth, LLC 0.17% New 4,238 $269K
Steward Partners Investment Advisory, LLC 0.00% Add +277.3% 4,135 $263K
Maryland State Retirement & Pension System 0.01% New 4,000 $254K
Praxis Investment Management Inc. 0.02% New 4,000 $254K
GF Fund Management Co. LTD. 0.01% No change 3,902 $248K
Bridgewater Associates 0.00% New 3,815 $242K
Verition Fund Management LLC 0.00% Reduce -91.4% 3,777 $240K
Apollon Wealth Management, LLC 0.00% New 3,770 $240K
Sectoral Asset Management Inc. 0.16% Add +74.1% 3,760 $239K
Truist Financial Corp. 0.00% Reduce -52.0% 3,743 $238K
Azzad Asset Management Inc. 0.02% New 3,531 $224K
PFG Investments, LLC 0.01% Reduce -15.4% 3,530 $224K
Kestra Private Wealth Services, LLC 0.00% New 3,474 $221K
Optimize Financial Inc. 0.13% New 3,409 $217K
Atria Wealth Solutions, Inc. 0.00% New 3,515 $214K
International Assets Investment Management, LLC 0.02% New 3,362 $214K
Choreo, LLC 0.00% New 3,215 $204K
Polymer Capital Management (HK) LTD 0.03% New 3,200 $203K
Sanctuary Advisors, LLC 0.00% New 3,190 $203K
Magnetar Financial LLC 0.00% New 3,177 $202K
Red Door Wealth Management, LLC 0.02% New 3,106 $197K
First Horizon Advisors, Inc. 0.00% Add +48.8% 2,751 $175K
Leonteq Securities AG 0.01% Reduce -72.5% 2,750 $175K
Alphadyne Asset Management LP 0.52% New 2,687 $171K
US Bancorp \de 0.00% Reduce -22.4% 2,672 $170K
Prestige Wealth Management Group LLC 0.03% Add +23.8% 2,600 $165K
Wilmington Savings Fund Society, FSB 0.00% New 2,469 $157K
KBC Group NV 0.00% New 2,201 $140K
Shelton Wealth Management, LLC 0.07% New 2,030 $129K
Trifecta Capital Advisors, LLC 0.02% New 2,000 $127K
IFP Advisors, Inc 0.00% Reduce -20.9% 1,780 $113K
Larson Financial Group LLC 0.00% Add +43.1% 1,561 $99K
Spire Wealth Management 0.00% Add +0.6% 1,441 $92K
NFSG Corp 0.01% No change 1,300 $83K
Manchester Capital Management LLC 0.01% No change 1,300 $83K
Pinnacle Investment Management Ltd 0.44% New 1,200 $76K
Nemes Rush Group LLC 0.01% Add +50.0% 1,200 $76K
N.E.W. Advisory Services LLC 0.01% Reduce -73.8% 1,109 $70K
Vestor Capital, LLC 0.00% Reduce -98.6% 1,150 $65K
Signaturefd, LLC 0.00% No change 1,000 $64K
Farther Finance Advisors, LLC 0.00% Add +59.9% 884 $56K
MAI Capital Management 0.00% Add +3.0% 850 $54K
ORG Partners LLC 0.01% Add +2853.3% 886 $53K
Federation des caisses Desjardins du Quebec 0.00% Add +211.3% 825 $52K
University of Texas/Texas Am Investment Management Co. 0.01% Add +21.3% 825 $52K
Bartlett & Co. Wealth Management LLC 0.00% No change 800 $51K
Creative Financial Designs Inc. 0.00% New 743 $47K
CIBC Private Wealth Group LLC 0.00% Reduce -14.8% 729 $46K
Quarry LP 0.01% Reduce -23.2% 704 $45K
EverSource Wealth Advisors, LLC 0.00% Add +88.8% 691 $44K
Orion Capital Management LLC 0.01% No change 600 $38K
Daiwa Securities Group Inc. 0.00% Add +7.3% 590 $37K
Summit Securities Group LLC 0.01% New 567 $36K
Global Retirement Partners, LLC 0.00% — 566 $36K
Cherry Tree Wealth Management, LLC 0.01% Reduce -12.4% 558 $35K
SouthState Bank Corp 0.00% Add +3761.5% 502 $32K
Symmetry Peak Management LLC 0.35% New 490 $31K
Allworth Financial LP 0.00% Add +5000.0% 459 $29K
Capital Analysts, LLC 0.00% No change 416 $26K
Concord Wealth Partners 0.00% Add +308.0% 408 $26K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -64.0% 397 $25K
Medallion Wealth Advisors, LLC 0.01% No change 393 $23K
Ancora Advisors LLC 0.00% Add +13.3% 340 $22K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +21.1% 333 $21K
Blue Trust, Inc. 0.00% No change 300 $19K
CoreCap Advisors, LLC 0.00% Add +22.0% 294 $19K
Macquarie Group Ltd. 0.00% New 280 $18K
Inlight Wealth Management, LLC 0.01% No change 260 $17K
Bellevue Group AG 0.00% No change 237 $15K
Garde Capital, Inc. 0.00% No change 235 $15K
Sound Income Strategies, LLC 0.00% Add +736.0% 209 $13K
Arax Advisory Partners 0.00% Reduce -30.7% 203 $13K
FMR LLC 0.00% New 203 $13K
Blume Capital Management, Inc. 0.00% No change 200 $13K
Geneos Wealth Management Inc. 0.00% New 200 $13K
CI Investments Inc. 0.00% Add +32.3% 168 $11K
HighMark Wealth Management LLC 0.01% Reduce -13.2% 171 $11K
Bear Mountain Capital, Inc. 0.00% No change 158 $10K
Clearstead Advisors, LLC 0.00% New 150 $10K
Principal Securities, Inc. 0.00% Add +92.2% 148 $9K
Harbour Investments, Inc. 0.00% Add +29.0% 129 $8K
LGT Financial Advisors LLC 0.02% New 128 $8K
WealthCollab, LLC 0.00% No change 127 $8K
GoalVest Advisory LLC 0.00% New 127 $8K
Sterling Capital Management LLC 0.00% New 126 $8K
SWAN Capital LLC 0.00% Add +476.2% 121 $8K
Your Advocates Ltd., LLP 0.00% Reduce -85.0% 120 $8K
Ameriflex Group, Inc. 0.00% New 100 $7K
Asset Planning,Inc 0.00% No change 100 $6K
Fourth Dimension Wealth, LLC 0.00% No change 100 $6K
Strategic Investment Solutions, Inc. 0.00% New 100 $6K
Crewe Advisors LLC 0.00% No change 100 $6K
Toth Financial Advisory Corp. 0.00% New 100 $6K
Rothschild Investment LLC 0.00% No change 100 $6K
Blue Bell Private Wealth Management, LLC 0.00% New 90 $6K
Strategic Wealth Partners, Ltd. 0.00% — 88 $6K
Bell Investment Advisors, Inc 0.00% Add +123.5% 76 $5K
Truvestments Capital LLC 0.00% No change 66 $4K
Cornerstone Planning Group LLC 0.00% New 64 $4K
Assetmark, Inc. 0.00% Add +0.0% 40 $3K
Cullen/Frost Bankers, Inc. 0.00% New 40 $3K
Hopwood Financial Services, Inc. 0.00% New 36 $2K
Bare Financial Services, Inc 0.00% No change 36 $2K
Tsfg, LLC 0.00% No change 33 $2K
Lanark Financial, Inc. 0.00% No change 45 $2K
Atlantic Union Bankshares Corp 0.00% New 30 $2K
City State Bank 0.00% No change 30 $2K
Winch Advisory Services, LLC 0.00% Reduce -50.0% 29 $2K
Golden State Wealth Management, LLC 0.00% Reduce -18.2% 27 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 25 $2K
TD Private Client Wealth LLC 0.00% New 20 $1K
Copia Wealth Management 0.00% No change 15 $953
Aspect Partners, LLC 0.00% Reduce -60.5% 15 $953
Parallel Advisors, LLC 0.00% No change 10 $625
Rialto Wealth Management, LLC 0.00% Reduce -10.0% 9 $572
Riggs Asset Managment Co. Inc. 0.00% New 9 $572
CVA Family Office, LLC 0.00% Add +28.6% 9 $572
Bogart Wealth, LLC 0.00% New 9 $572
Redwood Park Advisors LLC 0.00% Reduce -27.3% 8 $509
Godsey & Gibb, Inc. 0.00% New 4 $255
Legacy Investment Solutions, LLC 0.00% — 3 $191
Legacy Wealth Managment, LLC 0.00% No change 3 $191
UMB Bank, n.a. 0.00% New 3 $191
Capital Advisors, Ltd. LLC 0.00% New 5 $0

"% of holder's portfolio" is TEM's weight in each manager's 13F, not the share of Tempus AI Inc. Class A the manager owns.