Who owns SAFE (SAFE)
Which tracked institutional funds hold SAFE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SAFE 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
25 tracked funds added or opened SAFE while 30 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
SAFE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SAFE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SAFE 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 215 tracked filers holding SAFE, 115 increased or opened the position and 93 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 SAFE 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 6
- VANGUARD PORTFOLIO MANAGEMENT LLC$68M
- VANGUARD CAPITAL MANAGEMENT LLC$31M
- VANGUARD FIDUCIARY TRUST CO$4M
- NORGES BANK$1M
- CWA Asset Management Group, LLC$675K
- Vanguard Investments Australia, Ltd.$645K
Full exits 9
- VANGUARD GROUP INC$98M
- ExodusPoint Capital Management, LP$3M
- Addison Capital Co$2M
- MILLENNIUM MANAGEMENT LLC$2M
- Point72 Asset Management, L.P.$1M
- Jump Financial, LLC$899K
Largest adds
- T. Rowe Price Investment Management, Inc.$32M
- AMERIPRISE FINANCIAL INC$10M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6M
- JPMORGAN CHASE & CO$3M
- DENALI ADVISORS LLC$3M
- SG Americas Securities, LLC$3M
Largest trims
- Long Pond Capital, LP$5M
- DEUTSCHE BANK AG\$4M
- NewEdge Wealth, LLC$3M
- CITADEL ADVISORS LLC$2M
- BARCLAYS PLC$1M
- MSD CAPITAL, L.P.$925K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,737,947 | $132M | 16.8% | 2026-Q1 |
| MSD CAPITAL, L.P. | 5,782,745 | $78M | 10.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,996,020 | $68M | 8.6% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 3,899,091 | $53M | 6.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,607,173 | $36M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,267,206 | $31M | 3.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,355,262 | $18M | 2.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,008,376 | $14M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 856,938 | $12M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 814,845 | $11M | 1.4% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 800,729 | $11M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 798,170 | $11M | 1.4% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 767,109 | $10M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 615,557 | $8M | 1.1% | 2026-Q1 |
| Long Pond Capital, LP trimmed | 553,703 | $7M | 1.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 444,043 | $6M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 419,320 | $6M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 395,955 | $5M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 337,284 | $5M | 0.6% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 336,083 | $5M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 317,170 | $4M | 0.5% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 316,290 | $4M | 0.5% | 2026-Q1 |
| DENALI ADVISORS LLC added | 309,600 | $4M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 308,652 | $4M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 304,806 | $4M | 0.5% | 2026-Q1 |
| Michelson Medical Research Foundation, Inc. | 297,477 | $4M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 289,221 | $4M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 279,722 | $4M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 279,205 | $4M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 258,392 | $3M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 244,151 | $3M | 0.4% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 224,132 | $3M | 0.4% | 2026-Q1 |
| MSD Partners, L.P. | 222,644 | $3M | 0.4% | 2026-Q1 |
| Man Group plc added | 222,288 | $3M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 219,084 | $3M | 0.4% | 2026-Q1 |
| GABELLI FUNDS LLC | 217,271 | $3M | 0.4% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 211,815 | $3M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 198,322 | $3M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 194,202 | $3M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 180,352 | $2M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 168,833 | $2M | 0.3% | 2026-Q1 |
| Berkeley Capital Partners, LLC added | 164,636 | $2M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 164,298 | $2M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 149,869 | $2M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 129,044 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 116,671 | $2M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 78,861 | $1M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 102,582 | $1M | 0.2% | 2026-Q1 |
| UBS Group AG added | 99,763 | $1M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 98,683 | $1M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 98,518 | $1M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 96,911 | $1M | 0.2% | 2026-Q1 |
| Swiss National Bank | 92,014 | $1M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 90,756 | $1M | 0.2% | 2026-Q1 |
| Paralel Advisors LLC | 82,800 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 81,331 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 78,848 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 77,748 | $1M | 0.1% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 74,027 | $1M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD | 68,500 | $927K | 0.1% | 2026-Q1 |
| STRS OHIO trimmed | 68,364 | $925K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 65,724 | $890K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 64,075 | $867K | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue added | 61,285 | $826K | 0.1% | 2026-Q1 |
| ALLSTATE CORP trimmed | 60,218 | $815K | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 59,907 | $811K | 0.1% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 59,642 | $807K | 0.1% | 2026-Q1 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 57,833 | $782K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 53,137 | $719K | 0.1% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC | 51,252 | $703K | 0.1% | 2026-Q1 |
| CWA Asset Management Group, LLC trimmed | 49,884 | $675K | 0.1% | 2026-Q1 |
| Amundi added | 49,316 | $667K | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 47,658 | $645K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 43,400 | $587K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 42,268 | $572K | 0.1% | 2026-Q1 |
| INCEPTIONR LLC added | 42,148 | $570K | 0.1% | 2026-Q1 |
| FARMERS & MERCHANTS INVESTMENTS INC trimmed | 41,903 | $567K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 41,241 | $557K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,143,833 | $98M | 12.5% | 2025-Q4 stale |
| FIL Ltd trimmed | 551,471 | $9M | 1.1% | 2025-Q2 stale |
| 1832 Asset Management L.P. added | 350,000 | $7M | 0.8% | 2025-Q1 stale |
| Point72 Europe (London) LLP new | 331,226 | $6M | 0.8% | 2025-Q1 stale |
| HGI Capital Management, LLC trimmed | 196,746 | $4M | 0.5% | 2025-Q1 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 175,545 | $3M | 0.3% | 2025-Q2 stale |
| ExodusPoint Capital Management, LP added | 187,539 | $3M | 0.3% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 159,683 | $2M | 0.3% | 2025-Q3 stale |
| Addison Capital Co added | 179,465 | $2M | 0.3% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 165,446 | $2M | 0.3% | 2025-Q4 stale |
| B&I Capital AG trimmed | 126,174 | $2M | 0.2% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 108,719 | $1M | 0.2% | 2025-Q4 stale |
| New Age Alpha Advisors, LLC new | 57,568 | $1M | 0.1% | 2025-Q1 stale |
| SIMPLEX TRADING, LLC added | 61,026 | $945K | 0.1% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 65,648 | $899K | 0.1% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC trimmed | 55,000 | $852K | 0.1% | 2025-Q3 stale |
| Allianz Asset Management GmbH trimmed | 41,000 | $768K | 0.1% | 2025-Q1 stale |
| AlphaQuest LLC added | 52,575 | $720K | 0.1% | 2025-Q4 stale |
| Nebula Research & Development LLC trimmed | 43,454 | $676K | 0.1% | 2025-Q2 stale |
| Squarepoint Ops LLC added | 43,060 | $667K | 0.1% | 2025-Q3 stale |
| Tilson Financial Group, Inc. added | 34,837 | $652K | 0.1% | 2025-Q1 stale |
| Ilmarinen Mutual Pension Insurance Co | 40,000 | $620K | 0.1% | 2025-Q3 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.