Who owns Sea (SE)
Which tracked institutional funds hold SE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 SE is one-sided between 2025-Q4 and 2026-Q1: 186 added or opened and 553 trimmed or exited — on balance reducing.
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
SE’s largest tracked holder by dollar value, BAILLIE GIFFORD & CO, sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SE 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 86 tracked filers holding SE, 547 increased or opened the position and 565 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 SE 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 68
- VANGUARD CAPITAL MANAGEMENT LLC$853M
- VANGUARD PORTFOLIO MANAGEMENT LLC$795M
- VANGUARD FIDUCIARY TRUST CO$119M
- Select Equity Group, L.P.$107M
- VANGUARD ASSET MANAGEMENT, Ltd$96M
- SUSQUEHANNA ADVISORS GROUP, INC.$74M
Full exits 123
- VANGUARD GROUP INC$2.2B
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$302M
- BERKSHIRE HATHAWAY INC$297M
- JENNISON ASSOCIATES LLC$208M
- TWO SIGMA ADVISERS, LP$186M
- CoreView Capital Management Ltd$109M
Largest adds
- MILLENNIUM MANAGEMENT LLC$112.4B
- D. E. Shaw & Co., Inc.$51.0B
- NORGES BANK$1.3B
- NAYA CAPITAL MANAGEMENT UK LTD$168M
- Linonia Partnership LP$162M
- T. Rowe Price Investment Management, Inc.$140M
Largest trims
- JPMORGAN CHASE & CO$2.0B
- BlackRock, Inc.$1.8B
- BAILLIE GIFFORD & CO$1.7B
- FMR LLC$1.5B
- TIGER GLOBAL MANAGEMENT LLC$726M
- WCM INVESTMENT MANAGEMENT, LLC$677M
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 |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO trimmed | 38,409,385 | $3.7B | 9.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 35,638,546 | $3.4B | 9.0% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 33,881,192 | $3.1B | 8.3% | 2026-Q2 |
| BlackRock, Inc. added | 21,183,402 | $2.0B | 5.4% | 2026-Q2 |
| FMR LLC added | 15,403,524 | $1.5B | 3.9% | 2026-Q2 |
| TIGER GLOBAL MANAGEMENT LLC added | 12,559,152 | $1.2B | 3.2% | 2026-Q2 |
| JANUS HENDERSON GROUP PLC added | 10,883,212 | $925M | 2.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 10,034,162 | $853M | 2.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 9,350,744 | $795M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 8,593,803 | $731M | 1.9% | 2026-Q1 |
| STATE STREET CORP added | 7,280,311 | $698M | 1.8% | 2026-Q2 |
| T. Rowe Price Investment Management, Inc. added | 8,145,670 | $693M | 1.8% | 2026-Q1 |
| Temasek Holdings (Private) Ltd added | 5,744,587 | $551M | 1.5% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP added | 5,669,877 | $543M | 1.4% | 2026-Q2 |
| NORGES BANK trimmed | 5,636,101 | $540M | 1.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 6,270,387 | $519M | 1.4% | 2026-Q1 |
| Ruane, Cunniff & Goldfarb L.P. trimmed | 5,223,453 | $497M | 1.3% | 2026-Q2 |
| Jericho Capital Asset Management L.P. added | 5,248,396 | $446M | 1.2% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 5,354,463 | $443M | 1.2% | 2026-Q1 |
| Capital Research Global Investors added | 4,448,477 | $426M | 1.1% | 2026-Q2 |
| Aspex Management (HK) Ltd added | 4,870,097 | $403M | 1.1% | 2026-Q1 |
| UBS Group AG added | 4,749,758 | $393M | 1.0% | 2026-Q1 |
| NAYA CAPITAL MANAGEMENT UK LTD added | 4,428,744 | $377M | 1.0% | 2026-Q1 |
| Darsana Capital Partners LP added | 4,300,000 | $366M | 1.0% | 2026-Q1 |
| Sculptor Capital LP trimmed | 4,162,181 | $354M | 0.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,078,612 | $346M | 0.9% | 2026-Q1 |
| Stockbridge Partners LLC added | 3,613,069 | $344M | 0.9% | 2026-Q2 |
| EMINENCE CAPITAL, LP added | 4,065,665 | $337M | 0.9% | 2026-Q1 |
| FIL Ltd added | 3,888,644 | $322M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,608,951 | $299M | 0.8% | 2026-Q1 |
| Kora Management LP added | 3,563,098 | $295M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 3,022,183 | $290M | 0.8% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC added | 2,998,337 | $287M | 0.8% | 2026-Q2 |
| MARSHALL WACE, LLP added | 2,781,666 | $267M | 0.7% | 2026-Q2 |
| Coronation Fund Managers Ltd. added | 3,116,319 | $258M | 0.7% | 2026-Q1 |
| Linonia Partnership LP added | 2,736,115 | $233M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,345,857 | $225M | 0.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,278,941 | $217M | 0.6% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 2,422,571 | $201M | 0.5% | 2026-Q1 |
| DAVIS SELECTED ADVISERS added | 2,011,812 | $193M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,877,790 | $179M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 2,137,536 | $177M | 0.5% | 2026-Q1 |
| Kontiki Capital Management (HK) Ltd. added | 2,124,312 | $176M | 0.5% | 2026-Q1 |
| Dorsal Capital Management, LP added | 2,025,000 | $172M | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 2,028,688 | $168M | 0.4% | 2026-Q1 |
| INFINITUM ASSET MANAGEMENT, LLC added | 2,006,500 | $166M | 0.4% | 2026-Q1 |
| Findlay Park Partners LLP trimmed | 1,913,057 | $163M | 0.4% | 2026-Q1 |
| Legal & General Group Plc added | 1,962,343 | $163M | 0.4% | 2026-Q1 |
| D1 Capital Partners L.P. trimmed | 1,678,332 | $161M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,933,317 | $160M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 1,917,639 | $159M | 0.4% | 2026-Q1 |
| HAWK RIDGE CAPITAL MANAGEMENT LP added | 1,849,660 | $157M | 0.4% | 2026-Q1 |
| Contour Asset Management LLC added | 1,836,690 | $156M | 0.4% | 2026-Q1 |
| Orbis Allan Gray Ltd trimmed | 1,844,162 | $153M | 0.4% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 1,840,274 | $152M | 0.4% | 2026-Q1 |
| SCGE MANAGEMENT, L.P. | 1,775,000 | $147M | 0.4% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 1,713,753 | $146M | 0.4% | 2026-Q1 |
| Charles-Lim Capital Ltd added | 1,750,000 | $145M | 0.4% | 2026-Q1 |
| SAMLYN CAPITAL, LLC added | 1,682,596 | $143M | 0.4% | 2026-Q1 |
| WFM ASIA (BVI) Ltd added | 1,691,942 | $140M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,687,037 | $140M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,675,596 | $139M | 0.4% | 2026-Q1 |
| Ashe Capital Management, LP trimmed | 1,616,024 | $137M | 0.4% | 2026-Q1 |
| TOMS Capital Investment Management LP added | 1,600,000 | $136M | 0.4% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,642,304 | $136M | 0.4% | 2026-Q1 |
| WASATCH ADVISORS LP added | 1,622,897 | $134M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,567,632 | $133M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,590,718 | $132M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,449,300 | $120M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,249,310 | $120M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 1,402,581 | $119M | 0.3% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 1,204,563 | $115M | 0.3% | 2026-Q2 |
| Harding Loevner LP trimmed | 1,368,108 | $113M | 0.3% | 2026-Q1 |
| Foxhaven Asset Management, LP added | 1,268,962 | $108M | 0.3% | 2026-Q1 |
| Select Equity Group, L.P. new | 1,262,695 | $107M | 0.3% | 2026-Q1 |
| Ribbit Management Company, LLC added | 1,287,679 | $107M | 0.3% | 2026-Q1 |
| Duquesne Family Office LLC | 1,099,905 | $105M | 0.3% | 2026-Q2 |
| Arohi Asset Management PTE Ltd. added | 1,264,022 | $105M | 0.3% | 2026-Q1 |
| Kinetic Partners Management, LP added | 1,252,156 | $104M | 0.3% | 2026-Q1 |
| DENDUR CAPITAL LP added | 1,203,000 | $102M | 0.3% | 2026-Q1 |
| Madison Asset Management, LLC added | 1,070,299 | $91M | 0.2% | 2026-Q1 |
| Munro Partners trimmed | 1,068,228 | $91M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,080,451 | $89M | 0.2% | 2026-Q1 |
| Cantillon Capital Management LLC trimmed | 1,035,685 | $88M | 0.2% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 2,370,876 | $302M | 0.8% | 2025-Q4 stale |
| BERKSHIRE HATHAWAY INC new | 3,018,555 | $297M | 0.8% | 2025-Q4 stale |
| Whale Rock Capital Management LLC trimmed | 1,160,795 | $207M | 0.5% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 1,457,100 | $186M | 0.5% | 2025-Q4 stale |
| COATUE MANAGEMENT LLC | 666,305 | $119M | 0.3% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 916,603 | $117M | 0.3% | 2025-Q4 stale |
| Trivest Advisors Ltd trimmed | 626,000 | $112M | 0.3% | 2025-Q3 stale |
| Palestra Capital Management LLC trimmed | 621,330 | $111M | 0.3% | 2025-Q3 stale |
| CoreView Capital Management Ltd added | 855,519 | $109M | 0.3% | 2025-Q4 stale |
| PUBLIC INVESTMENT FUND | 833,335 | $109M | 0.3% | 2025-Q1 stale |
| Carrhae Capital LLP added | 843,557 | $108M | 0.3% | 2025-Q4 stale |
| Anomaly Capital Management, LP added | 830,376 | $106M | 0.3% | 2025-Q4 stale |
| Tiger Pacific Capital LP added | 828,410 | $106M | 0.3% | 2025-Q4 stale |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP trimmed | 959,329 | $95M | 0.2% | 2025-Q4 stale |
| Evergreen Quality Fund GP, Ltd. trimmed | 737,653 | $94M | 0.2% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC new | 673,970 | $86M | 0.2% | 2025-Q4 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.