CMLIX Institutional Ownership & Shareholders
CONGRESS LARGE CAP GROW-INST (CMLIX) is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.41M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Congress Asset Management Co is currently the largest disclosed institutional shareholder of CMLIX tracked by InsiderSet, reporting ownership valued at approximately $29.41M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CMLIX value among the investors covered in this analysis. Major shareholders include Congress Asset Management Co, and several other long-term asset managers with concentrated positions in CONGRESS LARGE CAP GROW-INST (CMLIX).
This page ranks the largest institutional CMLIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1
Total Reported Value
$29.41M
Largest Holder
Congress Asset Management Co
Largest Position
$29.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Congress Asset Management Co | 0.19% | 557,409 | $29,414,466 | — | — | — |
Frequently asked questions about CMLIX
Who are the largest institutional holders of CMLIX?
The largest institutional holders of CMLIX reported in the latest SEC Form 13F filings include Congress Asset Management Co. InsiderSet ranks institutional holders by their latest reported CMLIX position.
What is CMLIX institutional ownership?
This page tracks CMLIX positions reported by institutional investment managers through SEC Form 13F. CONGRESS LARGE CAP GROW-INST (CMLIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CMLIX?
InsiderSet currently tracks 1 institutional managers reporting CMLIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CMLIX shareholders.
How much CMLIX stock do institutions own?
Institutional investment managers disclosed approximately $29.41M in CMLIX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CMLIX institutional ownership last updated?
The latest CMLIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CMLIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CMLIX position after the reporting date.
Are institutions buying or selling CMLIX?
Institutional buying and selling can be analyzed by comparing CMLIX positions across consecutive 13F reporting periods. InsiderSet's CMLIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CMLIX ownership changes.
How has CMLIX institutional ownership changed over time?
InsiderSet tracks CMLIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.