Who owns SBNY
Which tracked institutional funds hold SBNY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SBNY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
SBNY’s largest tracked holder by dollar value, FIFTH LANE CAPITAL, LP, sizes it at 13.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SBNY 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 5 tracked filers holding SBNY, 1 increased or opened the position and 6 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
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 |
|---|---|---|---|---|
| FIFTH LANE CAPITAL, LP trimmed | 95,551 | $220K | 54.2% | 2026-Q2 |
| MASON CAPITAL MANAGEMENT LLC | 400,000 | $180K | 44.4% | 2026-Q2 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1,000 | $2K | 0.6% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 302 | $136 | 0.0% | 2026-Q2 |
| Ancora Advisors LLC new | 9 | $4 | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC | 800 | $3K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1,191 | $1K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. | 15 | $9 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Global Frontier Investments LLC new | 0 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FNY Investment Advisers, LLC | 200 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.