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This page summarizes the CHRW holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether CHRW is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing CHRW Share Count |
|---|
| Van ECK Associates Corp |
19,318 |
2,662,511 |
+2,643,193 |
+13682.54% |
| Robeco Institutional Asset Management B.V. |
5,444 |
56,711 |
+51,267 |
+941.72% |
| Arlington Partners LLC |
10,627 |
36,280 |
+25,653 |
+241.39% |
| UMB Bank N A MO |
200 |
494 |
+294 |
+147.00% |
| Cullinan Associates Inc. |
22,600 |
40,300 |
+17,700 |
+78.32% |
| Global Retirement Partners LLC |
24 |
38 |
+14 |
+58.33% |
| First Horizon Advisors Inc. |
68 |
105 |
+37 |
+54.41% |
| Lindbrook Capital LLC |
198 |
297 |
+99 |
+50.00% |
| CBOE Vest Financial LLC |
319,039 |
435,599 |
+116,560 |
+36.53% |
| Amalgamated Bank |
30,045 |
40,669 |
+10,624 |
+35.36% |
| Allspring Global Investments Holdings LLC |
58,473 |
76,218 |
+17,745 |
+30.35% |
| Speece Thorson Capital Group Inc. |
127,825 |
158,744 |
+30,919 |
+24.19% |
| Bank of New York Mellon Corp |
1,047,431 |
1,280,856 |
+233,425 |
+22.29% |
| SJS Investment Consulting Inc. |
15 |
18 |
+3 |
+20.00% |
| Martin Capital Partners LLC |
8,110 |
9,661 |
+1,551 |
+19.12% |
| Twelve Points Wealth Management LLC |
5,846 |
6,957 |
+1,111 |
+19.00% |
| Yousif Capital Management LLC |
77,438 |
91,633 |
+14,195 |
+18.33% |
| Zurcher Kantonalbank Zurich Cantonalbank |
40,933 |
48,253 |
+7,320 |
+17.88% |
| Gateway Investment Advisers LLC |
5,323 |
6,198 |
+875 |
+16.44% |
| Harel Insurance Investments & Financial Services Ltd. |
1,502 |
1,749 |
+247 |
+16.44% |
| Wealthfront Advisers LLC |
25,491 |
29,053 |
+3,562 |
+13.97% |
| Assenagon Asset Management S.A. |
9,565 |
10,841 |
+1,276 |
+13.34% |
| United Asset Strategies Inc. |
10,580 |
11,871 |
+1,291 |
+12.20% |
| Dynamic Advisor Solutions LLC |
4,004 |
4,441 |
+437 |
+10.91% |
| Cascade Investment Advisors Inc. |
13,900 |
15,350 |
+1,450 |
+10.43% |
| McMahon Financial Advisors LLC |
17,813 |
19,315 |
+1,502 |
+8.43% |
| TrimTabs Asset Management LLC |
20,213 |
21,856 |
+1,643 |
+8.13% |
| TFC Financial Management |
13 |
14 |
+1 |
+7.69% |
| First Bank & Trust |
4,009 |
4,280 |
+271 |
+6.76% |
| Weybosset Research & Management LLC |
62,708 |
66,768 |
+4,060 |
+6.47% |
| Pflug Koory LLC |
4,950 |
5,268 |
+318 |
+6.42% |
| Brookstone Capital Management |
6,288 |
6,574 |
+286 |
+4.55% |
| Raymond James Trust N.A. |
5,211 |
5,431 |
+220 |
+4.22% |
| Berger Financial Group Inc |
218,472 |
224,812 |
+6,340 |
+2.90% |
| CWM LLC |
256,245 |
263,171 |
+6,926 |
+2.70% |
| Sumitomo Mitsui Trust Holdings Inc. |
404,285 |
413,068 |
+8,783 |
+2.17% |
| Saratoga Research & Investment Management |
535,761 |
546,514 |
+10,753 |
+2.01% |
| Linden Thomas Advisory Services LLC |
7,521 |
7,645 |
+124 |
+1.65% |
| Raymond James & Associates |
1,028,255 |
1,037,255 |
+9,000 |
+0.88% |
| Toth Financial Advisory Corp |
346 |
348 |
+2 |
+0.58% |
| Czech National Bank |
20,430 |
20,522 |
+92 |
+0.45% |
| State of Michigan Retirement System |
31,892 |
31,992 |
+100 |
+0.31% |
| Retirement Systems of Alabama |
25,710 |
25,746 |
+36 |
+0.14% |
| Pinnacle Financial Partners Inc. |
27,688 |
27,718 |
+30 |
+0.11% |
| 13F Filers Reporting New Positions In CHRW |
|---|
| Valley National Advisers Inc. |
0 |
20 |
+20 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
365 |
+365 |
+100% |
| SpiderRock Advisors LLC |
0 |
145,319 |
+145,319 |
+100% |
| Semanteon Capital Management LP |
0 |
9,613 |
+9,613 |
+100% |
| SlateStone Wealth LLC |
0 |
5,914 |
+5,914 |
+100% |
| Revisor Wealth Management LLC |
0 |
4,829 |
+4,829 |
+100% |
| City State Bank |
0 |
18 |
+18 |
+100% |
| Kingswood Wealth Advisors LLC |
0 |
3,886 |
+3,886 |
+100% |
| Norden Group LLC |
0 |
2,737 |
+2,737 |
+100% |
| nVerses Capital LLC |
0 |
700 |
+700 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
266 |
266 |
UNCH |
0.00% |
| Leavell Investment Management Inc. |
4,200 |
4,200 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,570 |
1,570 |
UNCH |
0.00% |
| Norwood Financial Corp |
630 |
630 |
UNCH |
0.00% |
| Mountain Pacific Investment Advisers Inc. ID |
5,500 |
5,500 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
9 |
9 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
87 |
87 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
3 |
3 |
UNCH |
0.00% |
| Thomas Story & Son LLC |
22,655 |
22,655 |
UNCH |
0.00% |
| Mather Group LLC. |
4,228 |
4,228 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
301 |
301 |
UNCH |
0.00% |
| Gradient Investments LLC |
10 |
10 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
9,664 |
9,664 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
20,411 |
20,411 |
UNCH |
0.00% |
| Bfsg LLC |
75 |
75 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
8,774 |
8,774 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
127 |
127 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
150 |
150 |
UNCH |
0.00% |
| Davis Capital Management |
270 |
270 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
210 |
210 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| Hoese & Co LLP |
124 |
124 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
1 |
1 |
UNCH |
0.00% |
| Guardian Wealth Advisors LLC |
18,176 |
18,176 |
UNCH |
0.00% |
| Red Tortoise LLC |
117 |
117 |
UNCH |
0.00% |
| Autumn Glory Partners LLC |
9,932 |
9,932 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
300 |
300 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
3,629 |
3,629 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
100 |
100 |
UNCH |
0.00% |
| Altiora Financial Group LLC |
14,241 |
14,241 |
UNCH |
0.00% |
| 13F Filers Decreasing CHRW Share Count |
|---|
| American National Bank |
470 |
3 |
-467 |
-99.36% |
| Hexagon Capital Partners LLC |
51 |
1 |
-50 |
-98.04% |
| DekaBank Deutsche Girozentrale |
298,136 |
75,130 |
-223,006 |
-74.80% |
| Exchange Traded Concepts LLC |
224 |
61 |
-163 |
-72.77% |
| Prestige Wealth Management Group LLC |
138 |
55 |
-83 |
-60.14% |
| Bruce G. Allen Investments LLC |
106 |
43 |
-63 |
-59.43% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
3,900 |
1,900 |
-2,000 |
-51.28% |
| Dumont & Blake Investment Advisors LLC |
9,078 |
4,645 |
-4,433 |
-48.83% |
| Capital Advisors Ltd. LLC |
350 |
194 |
-156 |
-44.57% |
| AdvisorNet Financial Inc |
388 |
235 |
-153 |
-39.43% |
| Massmutual Trust Co. FSB ADV |
173 |
110 |
-63 |
-36.42% |
| Spire Wealth Management |
402 |
294 |
-108 |
-26.87% |
| Private Trust Co. NA |
1,347 |
985 |
-362 |
-26.87% |
| CAPROCK Group Inc. |
10,631 |
7,834 |
-2,797 |
-26.31% |
| Versant Capital Management Inc |
27 |
20 |
-7 |
-25.93% |
| Bogart Wealth LLC |
187 |
140 |
-47 |
-25.13% |
| Verdence Capital Advisors LLC |
12,711 |
9,526 |
-3,185 |
-25.06% |
| Natixis Advisors L.P. |
15,032 |
11,271 |
-3,761 |
-25.02% |
| MV Capital Management Inc. |
1,483 |
1,174 |
-309 |
-20.84% |
| GAMMA Investing LLC |
2,279 |
1,894 |
-385 |
-16.89% |
| Private Wealth Management Group LLC |
33 |
28 |
-5 |
-15.15% |
| Commonwealth Equity Services LLC |
16,903 |
14,419 |
-2,484 |
-14.70% |
| State of Alaska Department of Revenue |
29,915 |
25,750 |
-4,165 |
-13.92% |
| Wealth Enhancement Advisory Services LLC |
23,691 |
20,620 |
-3,071 |
-12.96% |
| Mn Services Vermogensbeheer B.V. |
53,477 |
47,077 |
-6,400 |
-11.97% |
| Benedict Financial Advisors Inc. |
16,492 |
14,566 |
-1,926 |
-11.68% |
| Securian Asset Management Inc |
7,342 |
6,735 |
-607 |
-8.27% |
| Fingerlakes Wealth Management Inc. |
3,636 |
3,361 |
-275 |
-7.56% |
| Brown Advisory Inc. |
18,168 |
16,822 |
-1,346 |
-7.41% |
| Manning & Napier Group LLC |
48,766 |
45,421 |
-3,345 |
-6.86% |
| Portside Wealth Group LLC |
8,960 |
8,374 |
-586 |
-6.54% |
| Carlson Capital Management |
6,349 |
5,962 |
-387 |
-6.10% |
| Fifth Third Bancorp |
3,476 |
3,265 |
-211 |
-6.07% |
| DNB Asset Management AS |
20,631 |
19,389 |
-1,242 |
-6.02% |
| Waypoint Capital Advisors LLC |
19,740 |
18,790 |
-950 |
-4.81% |
| Principal Financial Group Inc. |
170,854 |
163,563 |
-7,291 |
-4.27% |
| Louisiana State Employees Retirement System |
7,100 |
6,800 |
-300 |
-4.23% |
| Hartford Investment Management Co. |
7,831 |
7,504 |
-327 |
-4.18% |
| California Public Employees Retirement System |
741,344 |
711,413 |
-29,931 |
-4.04% |
| Sequoia Financial Advisors LLC |
27,032 |
25,982 |
-1,050 |
-3.88% |
| New Mexico Educational Retirement Board |
6,079 |
5,879 |
-200 |
-3.29% |
| First Personal Financial Services |
9,858 |
9,599 |
-259 |
-2.63% |
| JFS Wealth Advisors LLC |
42 |
41 |
-1 |
-2.38% |
| Tevis Investment Management |
8,952 |
8,766 |
-186 |
-2.08% |
| New York State Teachers Retirement System |
106,483 |
104,287 |
-2,196 |
-2.06% |
| Tritonpoint Wealth LLC |
7,223 |
7,078 |
-145 |
-2.01% |
| Benjamin F. Edwards & Company Inc. |
1,707 |
1,679 |
-28 |
-1.64% |
| Raymond James Financial Services Advisors Inc. |
14,072 |
13,893 |
-179 |
-1.27% |
| Azzad Asset Management Inc. ADV |
11,894 |
11,783 |
-111 |
-0.93% |
| Allworth Financial LP |
120 |
119 |
-1 |
-0.83% |
| Ashton Thomas Private Wealth LLC |
251,856 |
251,521 |
-335 |
-0.13% |
| 13F Filers Exiting CHRW |
|---|
| Financial Synergies Wealth Advisors Inc. |
4 |
0 |
-4 |
-100.00% |
| Naples Money Management LLC |
2,100 |
0 |
-2,100 |
-100.00% |
| Valued Wealth Advisors LLC |
16 |
0 |
-16 |
-100.00% |
| Philip James Wealth Mangement LLC |
3,125 |
0 |
-3,125 |
-100.00% |
| CGC Financial Services LLC |
135 |
0 |
-135 |
-100.00% |
| Lecap Asset Management Ltd. |
3,936 |
0 |
-3,936 |
-100.00% |
| Eldred Rock Partners LLC |
71,877 |
0 |
-71,877 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
1 |
0 |
-1 |
-100.00% |
| Fortitude Family Office LLC |
48 |
0 |
-48 |
-100.00% |
| HB Wealth Management LLC |
3,100 |
0 |
-3,100 |
-100.00% |
| IMPACTfolio LLC |
2,383 |
0 |
-2,383 |
-100.00% |
| Veriti Management LLC |
2,826 |
0 |
-2,826 |
-100.00% |
| Phoenix Wealth Advisors |
2,460 |
0 |
-2,460 |
-100.00% |
| International Assets Investment Management LLC |
11,235 |
0 |
-11,235 |
-100.00% |
| Tsfg LLC |
14 |
0 |
-14 |
-100.00% |
| Oak Thistle LLC |
7,082 |
0 |
-7,082 |
-100.00% |
| GPS Wealth Strategies Group LLC |
551 |
0 |
-551 |
-100.00% |
| Polianta Ltd |
10,400 |
0 |
-10,400 |
-100.00% |
| AustralianSuper Pty Ltd |
69,983 |
0 |
-69,983 |
-100.00% |
| Cornerstone Wealth Management LLC |
4,242 |
0 |
-4,242 |
-100.00% |
| Venturi Wealth Management LLC |
17 |
0 |
-17 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
30 |
0 |
-30 |
-100.00% |
| JJJ Advisors Inc. |
39 |
0 |
-39 |
-100.00% |
| Financial Management Professionals Inc. |
3 |
0 |
-3 |
-100.00% |
| Private Advisor Group LLC |
4,667 |
0 |
-4,667 |
-100.00% |
| Boston Trust Walden Corp |
39,349 |
0 |
-39,349 |
-100.00% |
| North Star Investment Management Corp. |
50 |
0 |
-50 |
-100.00% |
| Greenleaf Trust |
2,363 |
0 |
-2,363 |
-100.00% |
| Hennessy Advisors Inc. |
26,000 |
0 |
-26,000 |
-100.00% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
10,355 |
0 |
-10,355 |
-100.00% |
| Park Avenue Securities LLC |
2,746 |
0 |
-2,746 |
-100.00% |
| Atwood & Palmer Inc. |
21 |
0 |
-21 |
-100.00% |
See Summary: Institutional Holders of CHRW
See Details: Top 10 Hedge Funds Holding CHRW
Also See: CHRW Insider Buying
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