Filing Research | FLS - FLOWSERVE CORP Institutional Holdings

Snapshot holdings

50 / 130 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	2.2MSH	$159.6M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	732.8KSH	$54.3M
3	CONGRESS ASSET MANAGEMENT CO	Shares	589.8KSH	$43.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	399.4KSH	$27.9M
5	EASTERN BANK	Shares	291.9KSH	$21.6M
6	EASTERLY INVESTMENT PARTNERS LLC	Shares	285.2KSH	$21.2M
7	JACOBSON & SCHMITT ADVISORS, LLC	Shares	162.3KSH	$12.0M
8	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	123.8KSH	$9.2M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	119.6KSH	$8.9M
10	Diversified Trust Co	Shares	77.1KSH	$5.7M
11	RBA Wealth Management, LLC	Shares	76.2KSH	$5.7M
12	WOODSTOCK CORP	Shares	67.7KSH	$5.0M
13	Murphy Pohlad Asset Management LLC	Shares	62.2KSH	$4.6M
14	ARDSLEY ADVISORY PARTNERS LP	Shares	60.0KSH	$4.4M
15	Police & Firemen's Retirement System of New Jersey	Shares	57.1KSH	$4.2M
16	MONARCH CAPITAL MANAGEMENT INC	Shares	45.5KSH	$3.4M
17	D.A. DAVIDSON & CO.	Shares	41.4KSH	$3.1M
18	HCR Wealth Advisors	Shares	37.8KSH	$2.8M
19	Louisiana State Employees Retirement System	Shares	37.4KSH	$2.8M
20	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	35.8KSH	$2.7M
21	Prospera Financial Services Inc	Shares	34.7KSH	$2.6M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.6KSH	$2.3M
23	Envestnet Portfolio Solutions, Inc.	Shares	26.4KSH	$2.0M
24	COOKSON PEIRCE & CO INC	Shares	24.5KSH	$1.8M
25	Vest Financial, LLC	Shares	24.3KSH	$1.8M
26	FIRST CITIZENS BANK & TRUST CO	Shares	21.5KSH	$1.6M
27	ABLE Financial Group, LLC	Shares	20.8KSH	$1.5M
28	Central Pacific Bank - Trust Division	Shares	20.0KSH	$1.5M
29	Cascade Investment Advisors, Inc.	Shares	17.3KSH	$1.3M
30	Oak Thistle LLC	Shares	14.8KSH	$1.1M
31	Friedenthal Financial	Shares	14.8KSH	$1.1M
32	BENJAMIN EDWARDS INC	Shares	13.6KSH	$1.0M
33	Veracity Capital LLC	Shares	13.4KSH	$996.8K
34	Monetary Solutions, Ltd	Shares	12.8KSH	$952.2K
35	180 WEALTH ADVISORS, LLC	Shares	12.7KSH	$942.0K
36	Castle Rock Wealth Management, LLC	Shares	12.5KSH	$903.3K
37	LBP AM SA	Shares	10.5KSH	$779.5K
38	Farther Finance Advisors, LLC	Shares	10.1KSH	$744.7K
39	Welch Group, LLC	Shares	9.8KSH	$730.5K
40	Marathon Mission, Inc.	Shares	9.7KSH	$719.3K
41	BURNEY CO/	Shares	9.7KSH	$718.6K
42	Merit Financial Group, LLC	Shares	9.2KSH	$680.0K
43	SECURIAN ASSET MANAGEMENT, INC	Shares	9.5KSH	$647.8K
44	Y-Intercept (Hong Kong) Ltd	Shares	8.7KSH	$641.9K
45	Wealthcare Advisory Partners LLC	Shares	8.5KSH	$634.0K
46	Crossmark Global Holdings, Inc.	Shares	8.4KSH	$625.7K
47	Revolve Wealth Partners, LLC	Shares	8.0KSH	$589.9K
48	Formidable Asset Management, LLC	Shares	7.5KSH	$554.3K
49	Cornerstone Wealth Management, LLC	Shares	6.9KSH	$512.3K
50	BTC Capital Management, Inc.	Shares	6.7KSH	$499.5K

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

50 / 148 loaded

#		Instrument
1	Swedbank AB added	Shares	+1.9M	+$137.5M	$159.6M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+469.9K	+$34.9M	$43.7M
3	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+285.2K	+$21.2M	$21.2M
4	EASTERN BANK added	Shares	+159.6K	+$11.9M	$21.6M
5	ARDSLEY ADVISORY PARTNERS LP new	Shares	+60.0K	+$4.4M	$4.4M
6	D.A. DAVIDSON & CO. new	Shares	+41.4K	+$3.1M	$3.1M
7	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+33.5K	+$2.9M	$54.3M
8	Diversified Trust Co added	Shares	+32.6K	+$2.4M	$5.7M
9	Envestnet Portfolio Solutions, Inc. new	Shares	+26.4K	+$2.0M	$2.0M
10	FIRST CITIZENS BANK & TRUST CO new	Shares	+21.5K	+$1.6M	$1.6M
11	Friedenthal Financial added	Shares	+13.4K	+$997.7K	$1.1M
12	BENJAMIN EDWARDS INC added	Shares	+10.8K	+$805.9K	$1.0M
13	BURNEY CO/ new	Shares	+9.7K	+$718.6K	$718.6K
14	Revolve Wealth Partners, LLC new	Shares	+8.0K	+$589.9K	$589.9K
15	Formidable Asset Management, LLC new	Shares	+7.5K	+$554.3K	$554.3K
16	Cornerstone Wealth Management, LLC new	Shares	+6.9K	+$512.3K	$512.3K
17	FULTON BANK, N.A. new	Shares	+6.7K	+$497.7K	$497.7K
18	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.3K	+$390.9K	$8.9M
19	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+4.3K	+$320.1K	$320.1K
20	Police & Firemen's Retirement System of New Jersey added	Shares	+3.1K	+$265.3K	$4.2M
21	Legacy Wealth Asset Management, LLC new	Shares	+3.4K	+$249.3K	$249.3K
22	ABLE Financial Group, LLC added	Shares	+3.1K	+$238.1K	$1.5M
23	Sowell Financial Services LLC new	Shares	+3.0K	+$221.9K	$221.9K
24	Hilltop National Bank added	Shares	+1.7K	+$128.6K	$172.7K
25	LANARK FINANCIAL, INC. added	Shares	+1.6K	+$121.4K	$158.2K
26	Farther Finance Advisors, LLC added	Shares	+1.6K	+$109.5K	$744.7K
27	Oak Thistle LLC added	Shares	+1.1K	+$87.4K	$1.1M
28	HCR Wealth Advisors added	Shares	+761	+$80.5K	$2.8M
29	Louisiana State Employees Retirement System added	Shares	+600	+$68.4K	$2.8M
30	LRI Investments, LLC added	Shares	+736	+$55.1K	$108.9K
31	Veracity Capital LLC added	Shares	+579	+$51.3K	$996.8K
32	Curated Wealth Partners LLC new	Shares	+45.0K	+$50.0K	$50.0K
33	Castle Rock Wealth Management, LLC added	Shares	+1.1K	+$48.2K	$903.3K
34	Vest Financial, LLC added	Shares	+328	+$39.9K	$1.8M
35	MassMutual Private Wealth & Trust, FSB added	Shares	+500	+$37.6K	$96.5K
36	GAMMA Investing LLC added	Shares	+482	+$37.2K	$205.8K
37	Cascade Investment Advisors, Inc. added	Shares	+240	+$28.9K	$1.3M
38	Murphy Pohlad Asset Management LLC trimmed	Shares	-200	+$25.7K	$4.6M
39	BTC Capital Management, Inc. added	Shares	+205	+$19.5K	$499.5K
40	Blue Trust, Inc. added	Shares	+221	+$16.6K	$37.1K
41	Dynamic Advisor Solutions LLC added	Shares	+176	+$16.0K	$347.2K
42	IFP Advisors, Inc added	Shares	+200	+$15.5K	$90.6K
43	MONARCH CAPITAL MANAGEMENT INC trimmed	Shares	-195	+$15.2K	$3.4M
44	Central Pacific Bank - Trust Division unchanged	Shares	0	+$13.0K	$1.5M
45	Wealthcare Advisory Partners LLC added	Shares	+50	+$9.2K	$634.0K
46	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+100	+$8.5K	$130.9K
47	Monetary Solutions, Ltd unchanged	Shares	0	+$8.3K	$952.2K
48	SOA Wealth Advisors, LLC. added	Shares	+103	+$7.9K	$30.2K
49	Beaird Harris Wealth Management, LLC new	Shares	+105	+$7.8K	$7.8K
50	HIGHLINE WEALTH PARTNERS LLC new	Shares	+105	+$7.8K	$7.8K

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