Filing Research | CWK - CUSHMAN & WAKEFIELD PLC Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	9.3MSH	$123.9M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	342.5KSH	$4.6M
3	Y-Intercept (Hong Kong) Ltd	Shares	148.2KSH	$2.0M
4	Oliver Luxxe Assets LLC	Shares	143.5KSH	$1.9M
5	Louisiana State Employees Retirement System	Shares	102.7KSH	$1.4M
6	EASTERLY INVESTMENT PARTNERS LLC	Shares	82.0KSH	$1.1M
7	BENJAMIN EDWARDS INC	Shares	80.2KSH	$1.1M
8	Sequoia Financial Advisors, LLC	Shares	79.6KSH	$1.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	70.5KSH	$943.9K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	66.7KSH	$893.5K
11	Prospera Financial Services Inc	Shares	61.6KSH	$825.0K
12	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	57.7KSH	$773.2K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	55.6KSH	$744.0K
14	Mayflower Financial Advisors, LLC	Shares	45.6KSH	$610.8K
15	Crossmark Global Holdings, Inc.	Shares	33.6KSH	$450.5K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.7KSH	$306.2K
17	QRG CAPITAL MANAGEMENT, INC.	Shares	14.7KSH	$196.8K
18	Legacy Wealth Asset Management, LLC	Shares	13.2KSH	$176.8K
19	Everhart Financial Group, Inc.	Shares	12.9KSH	$172.6K
20	LEE DANNER & BASS INC	Shares	11.0KSH	$147.3K
21	Farther Finance Advisors, LLC	Shares	6.4KSH	$86.3K
22	GAMMA Investing LLC	Shares	6.4KSH	$86.1K
23	Versant Capital Management, Inc	Shares	4.5KSH	$59.8K
24	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	4.3KSH	$57.2K
25	FIRST HORIZON CORP	Shares	2.9KSH	$38.6K
26	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$17.6K
27	LANARK FINANCIAL, INC.	Shares	1.0KSH	$14.0K
28	SJS Investment Consulting Inc.	Shares	731SH	$9.8K
29	Dynamic Wealth Strategies, LLC	Shares	700SH	$9.4K
30	MassMutual Private Wealth & Trust, FSB	Shares	389SH	$5.2K
31	Blue Trust, Inc.	Shares	367SH	$4.9K
32	Fortitude Family Office, LLC	Shares	285SH	$3.8K
33	JFS WEALTH ADVISORS, LLC	Shares	275SH	$3.7K
34	SALEM INVESTMENT COUNSELORS INC	Shares	158SH	$2.1K
35	FARMERS & MERCHANTS INVESTMENTS INC	Shares	115SH	$1.5K
36	LRI Investments, LLC	Shares	113SH	$1.5K
37	HORIZON FINANCIAL SERVICES, LLC	Shares	107SH	$1.4K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	104.7KSH	$1.4K
39	IFP Advisors, Inc	Shares	102SH	$1.4K
40	Creative Capital Management Investments LLC	Shares	90SH	$1.2K
41	State of Alaska, Department of Revenue	Shares	89.3KSH	$1.2K
42	AMALGAMATED BANK	Shares	62.9KSH	$842
43	PARK AVENUE SECURITIES LLC	Shares	62.9KSH	$842
44	DiNuzzo Private Wealth, Inc.	Shares	52SH	$697
45	GILPIN WEALTH MANAGEMENT, LLC	Shares	46SH	$616
46	Handelsbanken Fonder AB	Shares	35.9KSH	$481
47	True Wealth Design, LLC	Shares	23SH	$308
48	Abound Wealth Management	Shares	14SH	$188
49	Davis Capital Management	Shares	13SH	$174
50	GHP Investment Advisors, Inc.	Shares	10SH	$134

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Manager changes2026-06-30 vs 2026-03-31

50 / 56 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+205.2K	+$13.0M	$123.9M
2	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+82.0K	+$1.1M	$1.1M
3	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+57.7K	+$773.2K	$773.2K
4	BENJAMIN EDWARDS INC added	Shares	+37.2K	+$546.8K	$1.1M
5	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-239	+$384.1K	$4.6M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+9.1K	+$191.5K	$943.9K
7	Louisiana State Employees Retirement System unchanged	Shares	0	+$116.1K	$1.4M
8	Sequoia Financial Advisors, LLC trimmed	Shares	-34	+$89.6K	$1.1M
9	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+26	+$75.7K	$893.5K
10	Prospera Financial Services Inc trimmed	Shares	-871	+$58.9K	$825.0K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.8K	+$57.3K	$306.2K
12	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.9K	+$52.0K	$196.8K
13	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$51.5K	$610.8K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.7K	+$41.8K	$744.0K
15	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$38.0K	$450.5K
16	Versant Capital Management, Inc added	Shares	+795	+$14.8K	$59.8K
17	Everhart Financial Group, Inc. unchanged	Shares	0	+$14.6K	$172.6K
18	LEE DANNER & BASS INC unchanged	Shares	0	+$12.4K	$147.3K
19	GAMMA Investing LLC added	Shares	+247	+$10.3K	$86.1K
20	SJS Investment Consulting Inc. added	Shares	+684	+$9.2K	$9.8K
21	Fortitude Family Office, LLC added	Shares	+198	+$2.7K	$3.8K
22	Farther Finance Advisors, LLC trimmed	Shares	-274	+$2.4K	$86.3K
23	HORIZON FINANCIAL SERVICES, LLC new	Shares	+107	+$1.4K	$1.4K
24	LANARK FINANCIAL, INC. added	Shares	+18	+$1.4K	$14.0K
25	Creative Capital Management Investments LLC new	Shares	+90	+$1.2K	$1.2K
26	PARK AVENUE SECURITIES LLC new	Shares	+62.9K	+$842	$842
27	Dynamic Wealth Strategies, LLC unchanged	Shares	0	+$791	$9.4K
28	JFS WEALTH ADVISORS, LLC added	Shares	+26	+$630	$3.7K
29	Legacy Wealth Asset Management, LLC trimmed	Shares	-1.2K	+$477	$176.8K
30	IFP Advisors, Inc added	Shares	+26	+$434	$1.4K
31	Blue Trust, Inc. trimmed	Shares	-5	+$353	$4.9K
32	LRI Investments, LLC added	Shares	+16	+$324	$1.5K
33	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+21	+$309	$616
34	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-12	+$293	$5.2K
35	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$178	$2.1K
36	Davis Capital Management new	Shares	+13	+$174	$174
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$130	$1.5K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-2.5K	+$89	$1.4K
39	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$59	$697
40	Handelsbanken Fonder AB unchanged	Shares	0	+$41	$481
41	True Wealth Design, LLC added	Shares	+1	+$38	$308
42	AMALGAMATED BANK trimmed	Shares	-3.8K	+$25	$842
43	Abound Wealth Management unchanged	Shares	0	+$16	$188
44	GHP Investment Advisors, Inc. unchanged	Shares	0	+$11	$134
45	Bogart Wealth, LLC unchanged	Shares	0	+$9	$107
46	CoreCap Advisors, LLC unchanged	Shares	0	+$8	$94
47	Vermillion Wealth Management, Inc. exited	Shares	-11	-$135	$0
48	FIRST HORIZON CORP trimmed	Shares	-282	-$199	$38.6K
49	State of Alaska, Department of Revenue trimmed	Shares	-37.2K	-$355	$1.2K
50	Olstein Capital Management, L.P. exited	Shares	-82.0K	-$1.0K	$0

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