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-Q2 13F filings (latest filed 2026-09-22). 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
453 tracked funds added or opened SE while 187 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SE’s largest tracked holder by dollar value, BAILLIE GIFFORD & CO, sizes it at 3.3% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 2.9pp 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 2026-Q1 and 2026-Q2, across 980 tracked filers holding SE, 561 increased or opened the position and 460 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 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 62
- Jupiter Topco LLC$875M
- JENNISON ASSOCIATES LLC$375M
- Carrhae Capital LLP$141M
- OAKTREE CAPITAL MANAGEMENT LP$61M
- LONE PINE CAPITAL LLC$47M
- Corvex Management LP$38M
Full exits 105
- JANUS HENDERSON GROUP PLC$934M
- T. Rowe Price Investment Management, Inc.$693M
- EMINENCE CAPITAL, LP$505M
- Aspex Management (HK) Ltd$403M
- SG Americas Securities, LLC$163M
- HAWK RIDGE CAPITAL MANAGEMENT LP$157M
Largest adds
- BlackRock, Inc.$1.1B
- PRICE T ROWE ASSOCIATES INC /MD/$641M
- WCM INVESTMENT MANAGEMENT, LLC$507M
- BANK OF AMERICA CORP /DE/$424M
- BAILLIE GIFFORD & CO$397M
- SCHRODER INVESTMENT MANAGEMENT GROUP$331M
Largest trims
- MILLENNIUM MANAGEMENT LLC$112.2B
- D. E. Shaw & Co., Inc.$50.9B
- NORGES BANK$1.4B
- UBS Group AG$222M
- Linonia Partnership LP$202M
- D1 Capital Partners L.P.$175M
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 |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO trimmed | 38,409,385 | $3.7B | 8.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 35,638,546 | $3.4B | 8.2% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 33,881,192 | $3.1B | 7.6% | 2026-Q2 |
| BlackRock, Inc. added | 21,183,402 | $2.0B | 4.9% | 2026-Q2 |
| FMR LLC added | 15,403,524 | $1.5B | 3.6% | 2026-Q2 |
| TIGER GLOBAL MANAGEMENT LLC trimmed | 12,559,152 | $1.2B | 2.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 9,751,215 | $928M | 2.2% | 2026-Q2 |
| Jupiter Topco LLC new | 9,066,013 | $863M | 2.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 8,901,106 | $847M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 8,186,557 | $761M | 1.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 7,996,585 | $761M | 1.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 7,665,693 | $729M | 1.8% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 7,646,820 | $711M | 1.7% | 2026-Q2 |
| STATE STREET CORP added | 7,280,311 | $698M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 6,216,740 | $591M | 1.4% | 2026-Q2 |
| Temasek Holdings (Private) Ltd added | 5,744,587 | $551M | 1.3% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP added | 5,669,877 | $543M | 1.3% | 2026-Q2 |
| NORGES BANK trimmed | 5,636,101 | $540M | 1.3% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 5,466,001 | $524M | 1.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 5,311,086 | $505M | 1.2% | 2026-Q2 |
| NAYA CAPITAL MANAGEMENT UK LTD added | 5,288,530 | $503M | 1.2% | 2026-Q2 |
| Jericho Capital Asset Management L.P. | 5,248,396 | $499M | 1.2% | 2026-Q2 |
| Ruane, Cunniff & Goldfarb L.P. trimmed | 5,223,453 | $497M | 1.2% | 2026-Q2 |
| Capital Research Global Investors added | 4,448,477 | $426M | 1.0% | 2026-Q2 |
| Darsana Capital Partners LP | 4,300,000 | $409M | 1.0% | 2026-Q2 |
| Sculptor Capital LP trimmed | 4,000,000 | $381M | 0.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,989,432 | $378M | 0.9% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 3,945,767 | $375M | 0.9% | 2026-Q2 |
| FIL Ltd added | 3,897,433 | $373M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,839,842 | $368M | 0.9% | 2026-Q2 |
| Kora Management LP added | 3,792,812 | $363M | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 3,790,937 | $361M | 0.9% | 2026-Q2 |
| Stockbridge Partners LLC added | 3,613,069 | $344M | 0.8% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC added | 3,609,683 | $346M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,512,539 | $337M | 0.8% | 2026-Q2 |
| Coronation Fund Managers Ltd. added | 3,269,300 | $313M | 0.8% | 2026-Q2 |
| Harding Loevner LP added | 3,198,265 | $311M | 0.7% | 2026-Q2 |
| First Beijing Investment Ltd added | 3,109,067 | $298M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 3,022,183 | $290M | 0.7% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 2,998,337 | $287M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 2,781,666 | $267M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 2,775,562 | $266M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 2,719,523 | $260M | 0.6% | 2026-Q2 |
| INFINITUM ASSET MANAGEMENT, LLC added | 2,708,800 | $202M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 2,704,470 | $259M | 0.6% | 2026-Q2 |
| Dorsal Capital Management, LP added | 2,350,000 | $224M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,345,857 | $225M | 0.5% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 2,336,226 | $224M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,326,471 | $221M | 0.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,278,941 | $217M | 0.5% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 2,187,767 | $210M | 0.5% | 2026-Q2 |
| SAMLYN CAPITAL, LLC added | 2,110,487 | $201M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,108,935 | $202M | 0.5% | 2026-Q2 |
| DAVIS SELECTED ADVISERS added | 2,011,812 | $193M | 0.5% | 2026-Q2 |
| Findlay Park Partners LLP added | 1,989,657 | $189M | 0.5% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,962,425 | $187M | 0.4% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 1,926,518 | $185M | 0.4% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,900,401 | $182M | 0.4% | 2026-Q2 |
| Kontiki Capital Management (HK) Ltd. trimmed | 1,896,564 | $182M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,877,790 | $179M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,859,365 | $177M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,790,237 | $172M | 0.4% | 2026-Q2 |
| SCGE MANAGEMENT, L.P. | 1,775,000 | $170M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 1,715,825 | $164M | 0.4% | 2026-Q2 |
| Junto Capital Management LP added | 1,707,281 | $162M | 0.4% | 2026-Q2 |
| Charles-Lim Capital Ltd trimmed | 1,707,000 | $164M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,700,482 | $163M | 0.4% | 2026-Q2 |
| Contour Asset Management LLC trimmed | 1,698,965 | $162M | 0.4% | 2026-Q2 |
| D1 Capital Partners L.P. trimmed | 1,678,332 | $161M | 0.4% | 2026-Q2 |
| Select Equity Group, L.P. added | 1,598,060 | $152M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,569,388 | $149M | 0.4% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 1,471,751 | $141M | 0.3% | 2026-Q2 |
| Carrhae Capital LLP added | 1,466,148 | $141M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,443,015 | $138M | 0.3% | 2026-Q2 |
| Ashe Capital Management, LP trimmed | 1,438,524 | $137M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,424,361 | $131M | 0.3% | 2026-Q2 |
| DENDUR CAPITAL LP added | 1,424,000 | $135M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,409,605 | $134M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,407,144 | $134M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,395,909 | $137M | 0.3% | 2026-Q2 |
| Foxhaven Asset Management, LP added | 1,366,203 | $130M | 0.3% | 2026-Q2 |
| Woodline Partners LP added | 1,355,901 | $129M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 1,330,800 | $128M | 0.3% | 2026-Q2 |
| Arohi Asset Management PTE Ltd. added | 1,311,760 | $126M | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 1,311,443 | $126M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,297,700 | $123M | 0.3% | 2026-Q2 |
| Ribbit Management Company, LLC | 1,287,679 | $123M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 1,204,563 | $115M | 0.3% | 2026-Q2 |
| Kinetic Partners Management, LP trimmed | 1,194,356 | $114M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,188,363 | $114M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,159,111 | $111M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,143,211 | $105M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,133,946 | $109M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,130,814 | $108M | 0.3% | 2026-Q2 |
| Munro Partners added | 1,106,033 | $105M | 0.3% | 2026-Q2 |
| Duquesne Family Office LLC | 1,099,905 | $105M | 0.3% | 2026-Q2 |
| Engineers Gate Manager LP added | 1,049,351 | $100M | 0.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,015,061 | $97M | 0.2% | 2026-Q2 |
| Avantyr Capital Partners, LP | 993,052 | $94M | 0.2% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT added | 972,468 | $93M | 0.2% | 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.