Who owns S (S)
Which tracked institutional funds hold S, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See S company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
67 tracked funds added or opened S while 121 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
S’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes S more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in S divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 450 tracked filers holding S, 274 increased or opened the position and 191 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in S between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$279M
- VANGUARD CAPITAL MANAGEMENT LLC$192M
- VANGUARD FIDUCIARY TRUST CO$27M
- SEGALL BRYANT & HAMILL, LLC$19M
- VANGUARD ASSET MANAGEMENT, Ltd$4M
- Lane Generational LLC$3M
Full exits 21
- VANGUARD GROUP INC$541M
- J. Goldman & Co LP$27M
- Bridgewater Associates, LP$23M
- ASHFORD CAPITAL MANAGEMENT INC$9M
- ING GROEP NV$5M
- SG Americas Securities, LLC$5M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$130M
- NORGES BANK$101M
- MILLENNIUM MANAGEMENT LLC$72M
- Point72 Asset Management, L.P.$32M
- BALYASNY ASSET MANAGEMENT L.P.$26M
- Freestone Grove Partners LP$21M
Largest trims
- BlackRock, Inc.$174M
- Topline Capital Management, LLC$91M
- FIRST TRUST ADVISORS LP$80M
- UBS Group AG$37M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$36M
- MARSHALL WACE, LLP$27M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 21,675,195 | $279M | 6.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 19,746,738 | $253M | 5.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 14,944,082 | $192M | 4.4% | 2026-Q1 |
| NORGES BANK added | 8,585,444 | $156M | 3.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 10,679,830 | $138M | 3.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 9,079,836 | $117M | 2.7% | 2026-Q1 |
| Legal & General Group Plc added | 8,925,465 | $115M | 2.6% | 2026-Q1 |
| REDPOINT MANAGEMENT, LLC | 8,734,063 | $112M | 2.6% | 2026-Q1 |
| Caprock Group, LLC trimmed | 7,741,372 | $100M | 2.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 7,407,328 | $95M | 2.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 6,242,396 | $80M | 1.8% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 6,000,025 | $77M | 1.8% | 2026-Q1 |
| STATE STREET CORP added | 5,957,888 | $77M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,909,152 | $76M | 1.7% | 2026-Q1 |
| Penserra Capital Management LLC added | 5,385,459 | $69M | 1.6% | 2026-Q1 |
| Anchorage Capital Group, L.L.C. | 4,937,053 | $64M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,592,248 | $59M | 1.3% | 2026-Q1 |
| Swedbank AB added | 4,183,973 | $54M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,797,450 | $49M | 1.1% | 2026-Q1 |
| SYLEBRA CAPITAL LLC trimmed | 3,718,309 | $48M | 1.1% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC added | 3,435,535 | $44M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,298,565 | $42M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,279,827 | $42M | 1.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,163,723 | $41M | 0.9% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,526,375 | $33M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,519,928 | $32M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,550,819 | $32M | 0.7% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 2,438,982 | $31M | 0.7% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 2,387,916 | $31M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 2,368,496 | $31M | 0.7% | 2026-Q1 |
| Freestone Grove Partners LP added | 2,254,932 | $29M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,188,380 | $28M | 0.6% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 2,120,954 | $27M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,088,867 | $27M | 0.6% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 2,085,764 | $27M | 0.6% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 2,075,536 | $27M | 0.6% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 1,908,204 | $25M | 0.6% | 2026-Q1 |
| ARMISTICE CAPITAL, LLC trimmed | 1,897,849 | $24M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,814,673 | $23M | 0.5% | 2026-Q1 |
| Topline Capital Management, LLC trimmed | 1,780,000 | $23M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,768,285 | $23M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,737,400 | $22M | 0.5% | 2026-Q1 |
| Alta Park Capital, LP added | 1,655,332 | $21M | 0.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,587,119 | $20M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,550,554 | $20M | 0.5% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 1,360,010 | $19M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,353,580 | $17M | 0.4% | 2026-Q1 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP trimmed | 1,351,046 | $17M | 0.4% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 1,295,710 | $17M | 0.4% | 2026-Q1 |
| Generali Powszechne Towarzystwo Emerytalne | 1,063,223 | $14M | 0.3% | 2026-Q1 |
| STRS OHIO added | 1,012,364 | $13M | 0.3% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd | 996,332 | $13M | 0.3% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 942,496 | $12M | 0.3% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 866,200 | $11M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 865,456 | $11M | 0.3% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 833,616 | $11M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 806,159 | $10M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 802,442 | $10M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 734,666 | $9M | 0.2% | 2026-Q1 |
| PEAK6 LLC added | 648,589 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 626,900 | $8M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 615,848 | $8M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 615,765 | $8M | 0.2% | 2026-Q1 |
| Amundi trimmed | 596,142 | $8M | 0.2% | 2026-Q1 |
| Man Group plc trimmed | 591,815 | $8M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 574,728 | $7M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 545,886 | $7M | 0.2% | 2026-Q1 |
| Erste Asset Management GmbH added | 520,220 | $7M | 0.1% | 2026-Q1 |
| Walleye Trading LLC trimmed | 486,407 | $6M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. trimmed | 485,772 | $6M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC added | 482,695 | $6M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 461,006 | $6M | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 452,913 | $6M | 0.1% | 2026-Q1 |
| CWM, LLC added | 448,077 | $6M | 0.1% | 2026-Q1 |
| Meritas Wealth Management, LLC | 446,000 | $6M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 439,912 | $6M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 425,424 | $5M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System added | 424,314 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 36,079,493 | $541M | 12.3% | 2025-Q4 stale |
| Insight Holdings Group, LLC trimmed | 8,425,026 | $148M | 3.4% | 2025-Q3 stale |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 3,286,406 | $60M | 1.4% | 2025-Q1 stale |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. added | 2,776,171 | $49M | 1.1% | 2025-Q3 stale |
| COOPER CREEK PARTNERS MANAGEMENT LLC added | 2,351,830 | $41M | 0.9% | 2025-Q3 stale |
| EMINENCE CAPITAL, LP trimmed | 2,139,099 | $38M | 0.9% | 2025-Q3 stale |
| Atreides Management, LP trimmed | 1,902,821 | $35M | 0.8% | 2025-Q2 stale |
| Capital Research Global Investors trimmed | 1,784,563 | $32M | 0.7% | 2025-Q1 stale |
| J. Goldman & Co LP added | 1,809,685 | $27M | 0.6% | 2025-Q4 stale |
| Artisan Partners Limited Partnership trimmed | 1,426,526 | $26M | 0.6% | 2025-Q2 stale |
| Bridgewater Associates, LP added | 1,562,111 | $23M | 0.5% | 2025-Q4 stale |
| Thematics Asset Management added | 1,158,750 | $20M | 0.5% | 2025-Q3 stale |
| Ilex Capital Partners (UK) LLP added | 778,897 | $14M | 0.3% | 2025-Q2 stale |
| Rokos Capital Management LLP trimmed | 724,228 | $13M | 0.3% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 619,084 | $11M | 0.3% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. trimmed | 550,206 | $10M | 0.2% | 2025-Q3 stale |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 601,830 | $9M | 0.2% | 2025-Q4 stale |
| Bienville Capital Management, LLC trimmed | 445,233 | $8M | 0.2% | 2025-Q3 stale |
| Peak XV Partners Operations LLC | 428,522 | $8M | 0.2% | 2025-Q1 stale |
| Meridiem Capital Partners LP added | 400,107 | $7M | 0.2% | 2025-Q3 stale |
| Daventry Group, LP trimmed | 367,751 | $6M | 0.1% | 2025-Q3 stale |
| OSTERWEIS CAPITAL MANAGEMENT INC trimmed | 327,159 | $6M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.