Filing Research | NEU - NEWMARKET CORP Institutional Holdings

Snapshot holdings

50 / 73 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	40.9KSH	$32.3M
2	North Forty Two & Co.	Shares	3.1KSH	$2.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.3KSH	$2.3M
4	Police & Firemen's Retirement System of New Jersey	Shares	2.8KSH	$2.2M
5	Y-Intercept (Hong Kong) Ltd	Shares	2.6KSH	$2.1M
6	BURNEY CO/	Shares	2.3KSH	$1.9M
7	Louisiana State Employees Retirement System	Shares	2.2KSH	$1.7M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	2.1KSH	$1.7M
9	Cobblestone Asset Management LLC	Shares	2.0KSH	$1.6M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.8KSH	$1.4M
11	Oak Thistle LLC	Shares	1.4KSH	$1.1M
12	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.4KSH	$1.1M
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.2KSH	$984.3K
14	Ballew Advisors, Inc	Shares	1.3KSH	$984.0K
15	Kesler, Norman & Wride, LLC	Shares	1.2KSH	$965.1K
16	Merit Financial Group, LLC	Shares	994SH	$786.7K
17	QRG CAPITAL MANAGEMENT, INC.	Shares	966SH	$764.4K
18	Farther Finance Advisors, LLC	Shares	598SH	$473.2K
19	Crossmark Global Holdings, Inc.	Shares	569SH	$450.2K
20	SECURIAN ASSET MANAGEMENT, INC	Shares	563SH	$433.6K
21	Intrua Financial, LLC	Shares	530SH	$419.4K
22	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	419SH	$331.5K
23	Affinity Capital Advisors, LLC	Shares	342SH	$272.5K
24	Fortune Financial Advisors, LLC	Shares	334SH	$264.3K
25	Wedmont Private Capital	Shares	345SH	$263.5K
26	Red Door Wealth Management, LLC	Shares	326SH	$257.9K
27	NorthCrest Asset Manangement, LLC	Shares	322SH	$246.8K
28	Sequoia Financial Advisors, LLC	Shares	298SH	$235.8K
29	GAMMA Investing LLC	Shares	292SH	$231.0K
30	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	291SH	$230.7K
31	Impact Capital Partners LLC	Shares	282SH	$223.1K
32	Planned Solutions, Inc.	Shares	275SH	$217.6K
33	IFP Advisors, Inc	Shares	272SH	$215.2K
34	CHICAGO TRUST Co NA	Shares	269SH	$212.8K
35	WADDELL & ASSOCIATES, LLC	Shares	262SH	$207.3K
36	EverSource Wealth Advisors, LLC	Shares	243SH	$192.3K
37	SIGNATUREFD, LLC	Shares	176SH	$139.3K
38	ST GERMAIN D J CO INC	Shares	120SH	$94.9K
39	Versant Capital Management, Inc	Shares	59SH	$46.7K
40	Mirae Asset Global Investments Co., Ltd.	Shares	58SH	$45.9K
41	Crewe Advisors LLC	Shares	54SH	$42.8K
42	GHP Investment Advisors, Inc.	Shares	52SH	$41.1K
43	Rosenberg Matthew Hamilton	Shares	50SH	$39.6K
44	Fortitude Family Office, LLC	Shares	44SH	$34.8K
45	True Wealth Design, LLC	Shares	41SH	$32.4K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	39SH	$30.6K
47	Valued Wealth Advisors LLC	Shares	27SH	$21.4K
48	AdvisorNet Financial, Inc	Shares	26SH	$20.6K
49	SJS Investment Consulting Inc.	Shares	18SH	$14.2K
50	Main Street Group, LTD	Shares	16SH	$12.7K

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

50 / 80 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+35	+$6.4M	$32.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.3K	+$1.6M	$2.3M
3	Oak Thistle LLC new	Shares	+1.4K	+$1.1M	$1.1M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+317	+$593.6K	$2.1M
5	Merit Financial Group, LLC added	Shares	+631	+$553.9K	$786.7K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+137	+$510.0K	$2.2M
7	North Forty Two & Co. trimmed	Shares	-50	+$441.4K	$2.5M
8	Intrua Financial, LLC new	Shares	+530	+$419.4K	$419.4K
9	BURNEY CO/ unchanged	Shares	0	+$351.5K	$1.9M
10	Cobblestone Asset Management LLC unchanged	Shares	0	+$300.6K	$1.6M
11	Affinity Capital Advisors, LLC new	Shares	+342	+$272.5K	$272.5K
12	Louisiana State Employees Retirement System trimmed	Shares	-100	+$266.5K	$1.7M
13	Wedmont Private Capital new	Shares	+345	+$263.5K	$263.5K
14	NorthCrest Asset Manangement, LLC new	Shares	+322	+$246.8K	$246.8K
15	Sequoia Financial Advisors, LLC new	Shares	+298	+$235.8K	$235.8K
16	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+291	+$230.7K	$230.7K
17	Planned Solutions, Inc. new	Shares	+275	+$217.6K	$217.6K
18	CHICAGO TRUST Co NA new	Shares	+269	+$212.8K	$212.8K
19	WADDELL & ASSOCIATES, LLC new	Shares	+262	+$207.3K	$207.3K
20	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-173	+$203.5K	$1.7M
21	HARBOR INVESTMENT ADVISORY, LLC trimmed	Shares	-13	+$198.5K	$1.1M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-126	+$194.0K	$1.4M
23	Ballew Advisors, Inc unchanged	Shares	0	+$189.9K	$984.0K
24	Kesler, Norman & Wride, LLC trimmed	Shares	-7	+$178.9K	$965.1K
25	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-18	+$175.4K	$984.3K
26	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+119	+$139.3K	$331.5K
27	IFP Advisors, Inc added	Shares	+78	+$90.9K	$215.2K
28	GAMMA Investing LLC added	Shares	+56	+$79.8K	$231.0K
29	Farther Finance Advisors, LLC trimmed	Shares	-24	+$76.1K	$473.2K
30	EverSource Wealth Advisors, LLC added	Shares	+47	+$66.6K	$192.3K
31	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-21	+$59.3K	$433.6K
32	Fortune Financial Advisors, LLC unchanged	Shares	0	+$50.2K	$264.3K
33	Red Door Wealth Management, LLC unchanged	Shares	0	+$49.0K	$257.9K
34	True Wealth Design, LLC added	Shares	+24	+$21.5K	$32.4K
35	Crewe Advisors LLC added	Shares	+20	+$21.0K	$42.8K
36	Crossmark Global Holdings, Inc. trimmed	Shares	-104	+$18.9K	$450.2K
37	ST GERMAIN D J CO INC unchanged	Shares	0	+$18.0K	$94.9K
38	Impact Capital Partners LLC trimmed	Shares	-43	+$14.8K	$223.1K
39	Versant Capital Management, Inc added	Shares	+7	+$13.4K	$46.7K
40	Main Street Group, LTD new	Shares	+16	+$12.7K	$12.7K
41	SIGNATUREFD, LLC trimmed	Shares	-22	+$12.3K	$139.3K
42	SJS Investment Consulting Inc. added	Shares	+15	+$12.3K	$14.2K
43	Valued Wealth Advisors LLC added	Shares	+12	+$11.8K	$21.4K
44	Mirae Asset Global Investments Co., Ltd. added	Shares	+1	+$9.4K	$45.9K
45	Activest Wealth Management added	Shares	+10	+$7.9K	$7.9K
46	GHP Investment Advisors, Inc. unchanged	Shares	0	+$7.8K	$41.1K
47	Rosenberg Matthew Hamilton unchanged	Shares	0	+$7.5K	$39.6K
48	Wealth Enhancement Trust Services, Inc. added	Shares	+9	+$7.3K	$7.9K
49	Fortitude Family Office, LLC added	Shares	+1	+$7.3K	$34.8K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$5.7K	$30.6K

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