Insider transactions

EDGAR

ARDENT HEALTH, INC.

Transactions reported by directors, officers and 10% owners on SEC Forms 3, 4 and 5, read from each filing’s XML. Codes and their wording are the SEC’s own.

A Form 4 is due within two business days of the transaction, so the most recent trades may not be filed yet.

Window: transactions dated on or after 2025-11-15.

Open-market purchases (code P)
2 transactions, 21,260 shares
Sum of shares × price per share: 186,399.8
Open-market sales (code S)
0 transactions, — shares

Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.

Showing 1–35 of 35

Insider transactions, newest first, as filed on SEC Forms 3, 4 and 5
DateReporting ownerCodeAcquired or disposedSharesPrice per share, as filedValue (derived)Shares owned afterDirect or indirectRule 10b5-1 boxNotesSource
2026-09-25 Filed 2026-09-29Petrovich Stephen C. Officer: EVP, GC and Secretary
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)78810.54
8,305.52

Derived: shares × price per share. Exact value 8305.52.

773,919Direct (D) No
F1, F2
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F2 Represents the closing price of the common stock of the Issuer on September 25, 2026.
Open filing 0001628280-26-063791 Read from the filing’s XML Dispute this row
2026-09-25 Filed 2026-09-29Byers David Raynor Officer: SVP Chief Accounting Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)52410.54
5,522.96

Derived: shares × price per share. Exact value 5522.96.

129,921Direct (D) No
F1, F2
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F2 Represents the closing price of the common stock of the Issuer on September 25, 2026.
Open filing 0001628280-26-063790 Read from the filing’s XML Dispute this row
2026-09-25 Filed 2026-09-29LUMSDAINE ALFRED Officer: Chief Financial Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)3,38910.54
35,720.06

Derived: shares × price per share. Exact value 35720.06.

325,794Direct (D) No
F1, F2
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F2 Represents the closing price of the common stock of the Issuer on September 25, 2026.
Open filing 0001628280-26-063792 Read from the filing’s XML Dispute this row
2026-07-01 Filed 2026-07-02Caspers Dave Director · Officer: CEO and President
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)103,6530—174,930Direct (D) No
F1
  • F1 Represents restricted stock units that vest in three substantially equal installments on each anniversary of July 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date.
Open filing 0001628280-26-046788 Read from the filing’s XML Dispute this row
2026-06-05 Filed 2026-06-08DeMichiei Robert Director
P

Open market or private purchase of non-derivative or derivative security

Common Stock
Acquired (A)11,2608.73
98,299.8

Derived: shares × price per share. Exact value 98299.80.

35,564Direct (D) No
F1
  • F1 The price reported in Column 4 is a weighted average price of $8.73 per share. These shares were purchased in multiple transactions on 06/05/26 at prices ranging from $8.60 to $8.78, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
Open filing 0001628280-26-041445 Read from the filing’s XML Dispute this row
2026-06-05 Filed 2026-06-08LUMSDAINE ALFRED Officer: Chief Financial Officer
P

Open market or private purchase of non-derivative or derivative security

Common Stock
Acquired (A)10,0008.81
88,100

Derived: shares × price per share. Exact value 88100.00.

329,183Direct (D) No— Open filing 0001628280-26-041444 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02LUMSDAINE ALFRED Officer: Chief Financial Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)4,3818.67
37,983.27

Derived: shares × price per share. Exact value 37983.27.

265,337Direct (D) No
F1, F3
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F3 Represents the closing price of the common stock of the Issuer on April 1, 2026.
Open filing 0001628280-26-023205 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02LUMSDAINE ALFRED Officer: Chief Financial Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)53,8460—319,183Direct (D) No
F4
  • F4 Represents restricted stock units that vest in three substantially equal installments on each anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date
Open filing 0001628280-26-023205 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Sotir Mark R Director · Other: Chair of the Board
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—38,709Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023274 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Bulgarelli Peter J. Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—14,231Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023276 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02GOODYEAR WILLIAM M Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—115,367Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023264 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02BYNOE PETER C B Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—115,367Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023262 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Byers David Raynor Officer: SVP Chief Accounting Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)9248.67
8,011.08

Derived: shares × price per share. Exact value 8011.08.

118,907Direct (D) No
F1, F3
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F3 Represents the closing price of the common stock of the Issuer on April 1, 2026.
Open filing 0001628280-26-023206 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Byers David Raynor Officer: SVP Chief Accounting Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)11,5380—130,445Direct (D) No
F4
  • F4 Represents restricted stock units that vest in three substantially equal installments on each anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date
Open filing 0001628280-26-023206 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Caspers Dave Officer: Chief Operating Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)2,6848.67
23,270.28

Derived: shares × price per share. Exact value 23270.28.

35,604Direct (D) No
F1, F2
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F2 Represents the closing price of the common stock of the Issuer on April 1, 2026.
Open filing 0001628280-26-023213 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Caspers Dave Officer: Chief Operating Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)35,6730—71,277Direct (D) No
F3
  • F3 Represents restricted stock units that vest in three substantially equal installments on each anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date
Open filing 0001628280-26-023213 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Robinson Edmondo Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—58,215Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023268 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02DeMichiei Robert Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—24,304Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023266 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Webb Robert Thomas Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—78,215Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023271 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Bonick Martin Director · Officer: President and CEO
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)10,9528.67
94,953.84

Derived: shares × price per share. Exact value 94953.84.

1,303,322Direct (D) No
F1, F3
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F3 Represents the closing price of the common stock of the Issuer on April 1, 2026.
Open filing 0001628280-26-023203 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Bonick Martin Director · Officer: President and CEO
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)134,6150—1,437,937Direct (D) No
F4
  • F4 Represents restricted stock units that vest in three substantially equal installments on each anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date
Open filing 0001628280-26-023203 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Petrovich Stephen C. Officer: EVP, GC and Secretary
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)1,8088.67
15,675.36

Derived: shares × price per share. Exact value 15675.36.

749,803Direct (D) No
F1, F3
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F3 Represents the closing price of the common stock of the Issuer on April 1, 2026.
Open filing 0001628280-26-023208 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Petrovich Stephen C. Officer: EVP, GC and Secretary
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)24,9040—774,707Direct (D) No
F4
  • F4 Represents restricted stock units that vest in three substantially equal installments on each anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date
Open filing 0001628280-26-023208 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Havdala Ellen Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—115,367Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023275 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Campion Suzanne Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—58,215Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023263 Read from the filing’s XML Dispute this row
2026-04-01 Filed 2026-04-02Sen Rahul Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)14,2310—38,709Direct (D) No
F1
  • F1 Represents restricted stock units that vest in full on the first anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through the vesting date.
Open filing 0001628280-26-023273 Read from the filing’s XML Dispute this row
2026-03-31 Filed 2026-04-02LUMSDAINE ALFRED Officer: Chief Financial Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)2,5108.56
21,485.6

Derived: shares × price per share. Exact value 21485.60.

269,718Direct (D) No
F1, F2
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F2 Represents the closing price of the common stock of the Issuer on March 31, 2026.
Open filing 0001628280-26-023205 Read from the filing’s XML Dispute this row
2026-03-31 Filed 2026-04-02Byers David Raynor Officer: SVP Chief Accounting Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)8198.56
7,010.64

Derived: shares × price per share. Exact value 7010.64.

119,831Direct (D) No
F1, F2
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F2 Represents the closing price of the common stock of the Issuer on March 31, 2026.
Open filing 0001628280-26-023206 Read from the filing’s XML Dispute this row
2026-03-31 Filed 2026-04-02Bonick Martin Director · Officer: President and CEO
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)8,0268.56
68,702.56

Derived: shares × price per share. Exact value 68702.56.

1,314,274Direct (D) No
F1, F2
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F2 Represents the closing price of the common stock of the Issuer on March 31, 2026.
Open filing 0001628280-26-023203 Read from the filing’s XML Dispute this row
2026-03-31 Filed 2026-04-02Petrovich Stephen C. Officer: EVP, GC and Secretary
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)1,4258.56
12,198

Derived: shares × price per share. Exact value 12198.00.

751,611Direct (D) No
F1, F2
  • F1 Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
  • F2 Represents the closing price of the common stock of the Issuer on March 31, 2026.
Open filing 0001628280-26-023208 Read from the filing’s XML Dispute this row
2026-03-11 Filed 2026-03-13Chernin Ethan Officer: President of Health Services
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)32,4080—68,396Direct (D) No
F1
  • F1 Shares earned based on 2024 and 2025 performance under performance vesting restricted stock units awarded on July 18, 2024. Pursuant to the terms of the award, the shares will vest on December 31, 2026 contingent upon service through such date.
Open filing 0001628280-26-017715 Read from the filing’s XML Dispute this row
2026-03-11 Filed 2026-03-13Bonick Martin Director · Officer: President and CEO
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)195,3160—1,322,300Direct (D) No
F1
  • F1 Shares earned based on 2024 and 2025 performance under performance vesting restricted stock units awarded on July 18, 2024. Pursuant to the terms of the award, the shares will vest on December 31, 2026 contingent upon service through such date.
Open filing 0001628280-26-017714 Read from the filing’s XML Dispute this row
2026-03-11 Filed 2026-03-13Byers David Raynor Officer: SVP Chief Accounting Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)8,8590—120,650Direct (D) No
F1
  • F1 Shares earned based on 2024 and 2025 performance under performance vesting restricted stock units awarded on July 18, 2024. Pursuant to the terms of the award, the shares will vest on December 31, 2026 contingent upon service through such date.
Open filing 0001628280-26-017711 Read from the filing’s XML Dispute this row
2026-03-11 Filed 2026-03-13Petrovich Stephen C. Officer: EVP, GC and Secretary
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)34,7330—753,036Direct (D) No
F1
  • F1 Shares earned based on 2024 and 2025 performance under performance vesting restricted stock units awarded on July 18, 2024. Pursuant to the terms of the award, the shares will vest on December 31, 2026 contingent upon service through such date.
Open filing 0001628280-26-017719 Read from the filing’s XML Dispute this row
2026-03-11 Filed 2026-03-13LUMSDAINE ALFRED Officer: Chief Financial Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)61,0810—272,228Direct (D) No
F1
  • F1 Shares earned based on 2024 and 2025 performance under performance vesting restricted stock units awarded on July 18, 2024. Pursuant to the terms of the award, the shares will vest on December 31, 2026 contingent upon service through such date.
Open filing 0001628280-26-017717 Read from the filing’s XML Dispute this row

Institutional holders (Form 13F)

Quarter ending 2026-09-30: 7,211 filings read, the latest filed 2026-11-13. Prior quarter ending 2026-06-30: 9,150 filings read.

Showing 1–50 of 101

Institutional holders, largest position first, as filed
ManagerShares or principalValue as filedChange from the prior quarterSource
Ventas, Inc. 9,342,501 SH96,601,460 dollarsUnchanged Prior quarter: 9,342,501Open filing 0001104659-26-127206 Filed 2026-11-13 Dispute this row
BlackRock, Inc. Partly reported under another manager2,267,623 SH23,447,221 dollarsHigher by 91,275 Prior quarter: 2,176,348Open filing 0002012383-26-003985 Filed 2026-11-13 Dispute this row
VANGUARD CAPITAL MANAGEMENT LLC 1,197,963 SH12,386,937 dollarsHigher by 234,130 Prior quarter: 963,833Open filing 0002100119-26-001711 Filed 2026-11-13 Dispute this row
AMERICAN CENTURY COMPANIES INC Partly reported under another manager903,602 SH9,343,245 dollarsHigher by 594,243 Prior quarter: 309,359Open filing 0000748054-26-000008 Filed 2026-11-12 Dispute this row
MORGAN STANLEY Partly reported under another manager670,317 SH6,931,077 dollarsHigher by 354,357 Prior quarter: 315,960Open filing 0000895421-26-000309 Filed 2026-11-13 Dispute this row
GEODE CAPITAL MANAGEMENT, LLC Partly reported under another manager614,192 SH6,352,123 dollarsLower by 6,755 Prior quarter: 620,947Open filing 0001214717-26-000012 Filed 2026-11-06 Dispute this row
FIRST TRUST ADVISORS LP 595,710 SH6,159,641 dollarsHigher by 33,432 Prior quarter: 562,278Open filing 0001445546-26-008622 Filed 2026-11-12 Dispute this row
STATE STREET CORP Partly reported under another manager571,904 SH5,913,487 dollarsHigher by 5,699 Prior quarter: 566,205Open filing 0000093751-26-000747 Filed 2026-11-12 Dispute this row
Empowered Funds, LLC Partly reported under another manager556,586 SH5,755,099 dollarsHigher by 5,293 Prior quarter: 551,293Open filing 0001592828-26-000008 Filed 2026-11-13 Dispute this row
DIMENSIONAL FUND ADVISORS LP Partly reported under another manager478,718 SH4,949,944 dollarsHigher by 334,006 Prior quarter: 144,712Open filing 0000354204-26-001096 Filed 2026-11-04 Dispute this row
UBS Group AG Partly reported under another manager388,036 SH4,012,293 dollarsLower by 54,583 Prior quarter: 442,619Open filing 0001610520-26-000121 Filed 2026-11-10 Dispute this row
WEDGE CAPITAL MANAGEMENT L L P/NC 341,788 SH3,534,088 dollarsHigher by 14,546 Prior quarter: 327,242Open filing 0001015308-26-000008 Filed 2026-10-13 Dispute this row
FRANKLIN TEMPLETON INC Partly reported under another manager322,619 SH4,190,821 dollarsNot in the prior quarter’s filings read Open filing 0000038777-26-000291 Filed 2026-11-12 Dispute this row
VANGUARD PORTFOLIO MANAGEMENT LLC 315,119 SH3,258,330 dollarsHigher by 106,902 Prior quarter: 208,217Open filing 0002100121-26-001150 Filed 2026-11-13 Dispute this row
ACADIAN ASSET MANAGEMENT LLC Partly reported under another manager246,294 SH2,537 dollarsHigher by 32,747 Prior quarter: 213,547Open filing 0001140361-26-042753 Filed 2026-11-09 Dispute this row
JANE STREET GROUP, LLC Partly reported under another manager243,339 SH2,516,125 dollarsLower by 57,004 Prior quarter: 300,343Open filing 0001595888-26-000162 Filed 2026-11-12 Dispute this row
Bank of New York Mellon Corp Partly reported under another manager239,743 SH2,478,942 dollarsLower by 1,844 Prior quarter: 241,587Open filing 0001390777-26-000121 Filed 2026-11-05 Dispute this row
DENALI ADVISORS LLC 236,250 SH2,442,825 dollarsUnchanged Prior quarter: 236,250Open filing 0001398344-26-019999 Filed 2026-11-13 Dispute this row
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Partly reported under another manager196,088 SH2,027,550 dollarsHigher by 47,474 Prior quarter: 148,614Open filing 0001164508-26-000060 Filed 2026-11-13 Dispute this row
LSV ASSET MANAGEMENT Partly reported under another manager186,400 SH1,927 dollarsUnchanged Prior quarter: 186,400Open filing 0001050470-26-000015 Filed 2026-11-06 Dispute this row
VANGUARD FIDUCIARY TRUST CO 163,609 SH1,691,717 dollarsHigher by 4,358 Prior quarter: 159,251Open filing 0000933478-26-000017 Filed 2026-11-13 Dispute this row
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Partly reported under another manager140,505 SH1,452,822 dollarsNot in the prior quarter’s filings read Open filing 0001520354-26-000046 Filed 2026-11-13 Dispute this row
JPMORGAN CHASE CO Partly reported under another manager128,497 SH1,359,498 dollarsLower by 113,832 Prior quarter: 242,329Open filing 0000019617-26-000404 Filed 2026-11-12 Dispute this row
IEQ CAPITAL, LLC 117,691 SH1,216,925 dollarsHigher by 25,500 Prior quarter: 92,191Open filing 0001779789-26-000005 Filed 2026-11-10 Dispute this row
BNP PARIBAS FINANCIAL MARKETS Partly reported under another manager115,096 SH1,190,093 dollarsHigher by 46,025 Prior quarter: 69,071Open filing 0001166588-26-000012 Filed 2026-11-12 Dispute this row
FIFTH THIRD BANCORP Partly reported under another manager92,186 SH953,203 dollarsHigher by 4,773 Prior quarter: 87,413Open filing 0001193125-26-449610 Filed 2026-11-05 Dispute this row
SummerHaven Investment Management, LLC 90,726 SH938,107 dollarsNot in the prior quarter’s filings read Open filing 0001420506-26-002336 Filed 2026-10-19 Dispute this row
STRS OHIO 83,800 SH866,492 dollarsHigher by 12,600 Prior quarter: 71,200Open filing 0000820478-26-000018 Filed 2026-10-30 Dispute this row
MARTINGALE ASSET MANAGEMENT L P 83,588 SH864,300 dollarsHigher by 21,770 Prior quarter: 61,818Open filing 0000936944-26-000009 Filed 2026-11-12 Dispute this row
Mariner, LLC 71,693 SH741,351 dollarsHigher by 16,859 Prior quarter: 54,834Open filing 0001580642-26-007648 Filed 2026-11-12 Dispute this row
Lido Advisors, LLC 70,031 SH724,121 dollarsLower by 27 Prior quarter: 70,058Open filing 0001172661-26-004854 Filed 2026-11-04 Dispute this row
Russell Investments Group, Ltd. Partly reported under another manager69,827 SH723,731 dollarsHigher by 2,145 Prior quarter: 67,682Open filing 0001193125-26-451241 Filed 2026-11-06 Dispute this row
Creative Planning Partly reported under another manager66,192 SH684,425 dollarsHigher by 13,511 Prior quarter: 52,681Open filing 0001540235-26-000006 Filed 2026-11-02 Dispute this row
Invesco Ltd. Partly reported under another manager64,291 SH664,768 dollarsLower by 1,972 Prior quarter: 66,263Open filing 0000914208-26-000462 Filed 2026-11-12 Dispute this row
CITIGROUP INC Partly reported under another manager63,921 SH660,944 dollarsLower by 4,794 Prior quarter: 68,715Open filing 0000831001-26-000052 Filed 2026-11-04 Dispute this row
Jump Financial, LLC Partly reported under another manager63,743 SH659,103 dollarsHigher by 27,821 Prior quarter: 35,922Open filing 0000905148-26-004786 Filed 2026-11-13 Dispute this row
Cerity Partners LLC 49,610 SH512,968 dollarsHigher by 13,039 Prior quarter: 36,571Open filing 0001172661-26-005020 Filed 2026-11-13 Dispute this row
VOYA INVESTMENT MANAGEMENT LLC Partly reported under another manager48,119 SH497,550 dollarsUnchanged Prior quarter: 48,119Open filing 0001068837-26-000006 Filed 2026-11-10 Dispute this row
Nuveen, LLC Partly reported under another manager47,599 SH492,174 dollarsHigher by 4,952 Prior quarter: 42,647Open filing 0000930413-26-003284 Filed 2026-11-10 Dispute this row
LOS ANGELES CAPITAL MANAGEMENT LLC 44,995 SH465,249 dollarsNot in the prior quarter’s filings read Open filing 0001177206-26-000010 Filed 2026-11-12 Dispute this row
Quadrature Capital Ltd Partly reported under another manager41,542 SH429,544 dollarsNot in the prior quarter’s filings read Open filing 0001651424-26-000014 Filed 2026-11-13 Dispute this row
State of Wyoming 33,469 SH346,069 dollarsHigher by 11,270 Prior quarter: 22,199Open filing 0001821626-26-000009 Filed 2026-10-28 Dispute this row
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,435 SH370,125 dollarsHigher by 8,473 Prior quarter: 24,962Open filing 0001214659-26-012804 Filed 2026-10-13 Dispute this row
MANUFACTURERS LIFE INSURANCE COMPANY, THE Partly reported under another manager30,029 SH310,500 dollarsHigher by 1,246 Prior quarter: 28,783Open filing 0001145443-26-000111 Filed 2026-11-13 Dispute this row
BARCLAYS PLC Partly reported under another manager29,294 SH302,900 dollarsHigher by 8,975 Prior quarter: 20,319Open filing 0000312069-26-000241 Filed 2026-11-06 Dispute this row
RHUMBLINE ADVISERS 28,219 SH291,778 dollarsLower by 1,364 Prior quarter: 29,583Open filing 0001115418-26-000015 Filed 2026-11-10 Dispute this row
Sterling Capital Management LLC 24,655 SH254,933 dollarsHigher by 24,180 Prior quarter: 475Open filing 0001398344-26-018618 Filed 2026-10-22 Dispute this row
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24,346 SH316,255 dollarsNot in the prior quarter’s filings read Open filing 0001423442-26-000004 Filed 2026-11-12 Dispute this row
Dynamic Technology Lab Private Ltd 23,006 SH238,000 dollarsNot in the prior quarter’s filings read Open filing 0001535387-26-000004 Filed 2026-11-13 Dispute this row
Vanguard Global Advisers, LLC 21,159 SH218,784 dollarsLower by 92,262 Prior quarter: 113,421Open filing 0001811242-26-000017 Filed 2026-11-13 Dispute this row
Managers in the prior quarter with no filing read for the latest

They may simply not have filed yet: absent from the latest quarter’s filings read is not the same as a position sold.

  • CHAI TRUST CO LLC 77,246,499 SH
  • AMERIPRISE FINANCIAL INC 2,110,599 SH
  • GOLDENTREE ASSET MANAGEMENT LP 1,580,423 SH
  • AQR CAPITAL MANAGEMENT LLC 1,447,810 SH
  • CastleKnight Management LP 1,076,967 SH
  • BRIDGEWAY CAPITAL MANAGEMENT, LLC 841,126 SH
  • ALGERT GLOBAL LLC 597,745 SH
  • SageView Advisory Group, LLC 480,447 SH
  • HOTCHKIS WILEY CAPITAL MANAGEMENT LLC 444,896 SH
  • BANK OF AMERICA CORP /DE/ 390,241 SH
  • GOLDMAN SACHS GROUP INC 304,449 SH
  • NORTHERN TRUST CORP 236,399 SH
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC 200,059 SH
  • Sixth Street Partners Management Company, L.P. 200,059 SH
  • STATE OF WISCONSIN INVESTMENT BOARD 166,367 SH
  • Prescott Group Capital Management, L.L.C. 121,925 SH
  • Point72 Asset Management, L.P. 119,079 SH
  • CITADEL ADVISORS LLC 113,495 SH
  • JACOBS LEVY EQUITY MANAGEMENT, INC 105,632 SH
  • D. E. Shaw Co., Inc. 105,004 SH
  • Walleye Capital LLC 90,511 SH
  • Susquehanna Portfolio Strategies, LLC 87,885 SH
  • Trexquant Investment LP 84,406 SH
  • MANGROVE PARTNERS IM, LLC 81,911 SH
  • HRT FINANCIAL LP 78,372 SH
  • NEW YORK STATE COMMON RETIREMENT FUND 71,900 SH
  • TWO SIGMA INVESTMENTS, LP 56,848 SH
  • HSBC HOLDINGS PLC 55,280 SH
  • MILLENNIUM MANAGEMENT LLC 48,007 SH
  • PRICE T ROWE ASSOCIATES INC /MD/ 40,644 SH
  • PRUDENTIAL FINANCIAL INC 37,865 SH
  • VARCOV Co. 36,015 SH
  • PRELUDE CAPITAL MANAGEMENT, LLC 35,330 SH
  • ALLIANCEBERNSTEIN L.P. 33,200 SH
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,898 SH
  • MERCER GLOBAL ADVISORS INC /ADV 27,998 SH
  • MIRABELLA FINANCIAL SERVICES LLP 27,574 SH
  • Voleon Capital Management LP 27,506 SH
  • MACKENZIE FINANCIAL CORP 24,458 SH
  • ARISTEIA CAPITAL, L.L.C. 24,188 SH
  • Balyasny Asset Management L.P. 23,424 SH
  • WELLS FARGO COMPANY/MN 19,732 SH
  • XTX Topco Ltd 17,477 SH
  • Corient Private Wealth LP 16,202 SH
  • ExodusPoint Capital Management, LP 15,960 SH
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,200 SH
  • MetLife Investment Management, LLC 13,605 SH
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,400 SH
  • CANADA PENSION PLAN INVESTMENT BOARD 12,000 SH
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 10,847 SH
  • Form 13F covers long positions in Section 13(f) securities only: no short positions and no securities outside that list.
  • A manager that has not yet filed for the latest quarter is absent, not at zero; filings are due up to 45 days after quarter end.
  • A change is the difference between two quarter-end snapshots, not a trade.
  • A position reported under another manager may also appear in that manager’s filing; rows are not added together.
  • Holdings the securities list cannot place with this company, or places ambiguously, are not shown.

5% holders (Schedule 13D and 13G)

Schedules filed in the SEC’s structured format (late 2024 onward) are read here. Earlier schedules are free text and are not read.

No Schedule 13D or 13G naming this issuer is in the store; this is not a statement that none were filed.

What was read

2,024,280 filings read, dated 2004-06-14 to 2026-11-13: Forms 3, 3/A, 4, 4/A, 5, 5/A.

Years can be incomplete while the archive is still being read. A year with few filings here is not a statement that few were made.

Filings read, by filing year
Filing yearFilings read
20151
2016204,322
2017202,494
2018202,048
2019193,638
2020144,184
2021224,474
202240,015
2023199,811
2024117,969
2025235,520
2026254,026

Filings made before the SEC required XML are listed, not extracted.

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