Who owns SAN
Which tracked institutional funds hold SAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SAN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on SAN is one-sided between 2026-Q1 and 2026-Q2: 184 added or opened and 42 trimmed or exited — on balance accumulating.
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
SAN’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SAN 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 2026-Q1 and 2026-Q2, across 637 tracked filers holding SAN, 387 increased or opened the position and 233 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 SAN between the 2026-Q1 and 2026-Q2 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 20
- Nuveen, LLC$9M
- OLD MISSION CAPITAL LLC$7M
- Alberta Investment Management Corp$6M
- DV EQUITIES, LLC$6M
- LMR Partners LLP$6M
- EAGLE GLOBAL ADVISORS LLC$5M
Full exits 22
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$48M
- NATIXIS ADVISORS, LLC$36M
- NOMURA HOLDINGS INC$8M
- COMPASS ROSE ASSET MANAGEMENT, LP$7M
- HighTower Advisors, LLC$6M
- PARK AVENUE SECURITIES LLC$5M
Largest adds
- MORGAN STANLEY$338M
- GOLDMAN SACHS GROUP INC$164M
- FMR LLC$138M
- BlackRock, Inc.$78M
- BARCLAYS PLC$56M
- Chevy Chase Trust Holdings, LLC$37M
Largest trims
- Point72 Asset Management, L.P.$30M
- BNP PARIBAS FINANCIAL MARKETS$19M
- STATE STREET CORP$8M
- Integrated Quantitative Investments LLC$8M
- Arlington Capital Management, Inc.$4M
- NEW YORK STATE COMMON RETIREMENT FUND$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 88,347,118 | $1.2B | 18.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 47,110,934 | $650M | 10.0% | 2026-Q2 |
| FMR LLC added | 41,372,881 | $571M | 8.8% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 32,885,780 | $454M | 7.0% | 2026-Q2 |
| Mondrian Investment Partners LTD trimmed | 19,385,394 | $268M | 4.1% | 2026-Q2 |
| BlackRock, Inc. added | 17,747,607 | $245M | 3.8% | 2026-Q2 |
| Capital International Investors trimmed | 14,098,764 | $192M | 3.0% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC added | 14,003,466 | $193M | 3.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 12,968,275 | $179M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 12,039,222 | $166M | 2.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 11,138,445 | $154M | 2.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 10,804,127 | $149M | 2.3% | 2026-Q2 |
| CITIGROUP INC added | 8,337,150 | $115M | 1.8% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 8,200,758 | $113M | 1.7% | 2026-Q2 |
| BARCLAYS PLC added | 8,178,634 | $113M | 1.7% | 2026-Q2 |
| Clearbridge Investments, LLC added | 7,779,747 | $107M | 1.6% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 7,439,764 | $103M | 1.6% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 6,800,999 | $94M | 1.4% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC trimmed | 6,512,623 | $90M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,104,333 | $84M | 1.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 5,785,264 | $80M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 5,360,914 | $74M | 1.1% | 2026-Q2 |
| TORONTO DOMINION BANK added | 5,060,189 | $70M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,229,602 | $58M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 4,055,047 | $56M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 4,032,815 | $56M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,671,603 | $51M | 0.8% | 2026-Q2 |
| Quantinno Capital Management LP added | 3,118,812 | $43M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,968,016 | $41M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,816,360 | $39M | 0.6% | 2026-Q2 |
| Creative Planning added | 2,596,097 | $36M | 0.6% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 2,378,098 | $33M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,264,672 | $30M | 0.5% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 2,095,514 | $29M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,844,790 | $25M | 0.4% | 2026-Q2 |
| Capital Wealth Planning, LLC added | 1,757,251 | $24M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 1,742,745 | $24M | 0.4% | 2026-Q2 |
| Wilkinson Global Asset Management LLC added | 1,654,997 | $23M | 0.4% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 1,474,326 | $20M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,255,568 | $17M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 1,094,390 | $15M | 0.2% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 1,041,645 | $14M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,017,064 | $14M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 997,435 | $14M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 997,315 | $14M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 975,491 | $13M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 960,636 | $13M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 927,575 | $13M | 0.2% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 844,907 | $12M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 828,167 | $11M | 0.2% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. added | 760,950 | $11M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 682,907 | $9M | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 674,206 | $9M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 646,248 | $9M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 646,059 | $9M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 639,410 | $9M | 0.1% | 2026-Q2 |
| Steamboat Capital Partners, LLC trimmed | 600,166 | $8M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC added | 594,575 | $8M | 0.1% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC trimmed | 542,161 | $7M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 538,556 | $7M | 0.1% | 2026-Q2 |
| MARIETTA INVESTMENT PARTNERS LLC added | 534,324 | $7M | 0.1% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 531,769 | $7M | 0.1% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 515,311 | $7M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 469,244 | $6M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 454,608 | $6M | 0.1% | 2026-Q2 |
| Alberta Investment Management Corp new | 454,500 | $6M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 442,364 | $6M | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 441,904 | $6M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC added | 437,364 | $6M | 0.1% | 2026-Q2 |
| Naviter Wealth, LLC added | 431,070 | $6M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 421,893 | $6M | 0.1% | 2026-Q2 |
| DV EQUITIES, LLC trimmed | 413,409 | $6M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 413,068 | $6M | 0.1% | 2026-Q2 |
| LMR Partners LLP new | 410,960 | $6M | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 388,883 | $5M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 386,120 | $5M | 0.1% | 2026-Q2 |
| Ethic Inc. added | 379,124 | $5M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 378,086 | $5M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 374,322 | $5M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 372,809 | $5M | 0.1% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC new | 368,450 | $5M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 366,131 | $5M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 358,444 | $5M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 332,524 | $5M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 332,187 | $5M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 331,392 | $5M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 326,278 | $5M | 0.1% | 2026-Q2 |
| CacheTech Inc. added | 315,460 | $4M | 0.1% | 2026-Q2 |
| &PARTNERS added | 315,231 | $4M | 0.1% | 2026-Q2 |
| MITCHELL CAPITAL MANAGEMENT CO added | 293,787 | $4M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 283,998 | $4M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 283,502 | $4M | 0.1% | 2026-Q2 |
| GUARDIAN CAPITAL LP trimmed | 273,035 | $4M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 259,838 | $4M | 0.1% | 2026-Q2 |
| GQG Partners LLC new | 259,273 | $4M | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 256,219 | $4M | 0.1% | 2026-Q2 |
| SIH Partners, LLLP added | 254,307 | $4M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 254,188 | $4M | 0.1% | 2026-Q2 |
| CIBC Asset Management Inc added | 254,159 | $4M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 251,009 | $3M | 0.1% | 2026-Q2 |
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.