Who owns SGI (SGI)
Which tracked institutional funds hold SGI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGI 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
80 tracked funds added or opened SGI while 234 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
SGI’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes SGI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SGI 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 524 tracked filers holding SGI, 276 increased or opened the position and 289 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 SGI 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 32
- VANGUARD CAPITAL MANAGEMENT LLC$671M
- VANGUARD PORTFOLIO MANAGEMENT LLC$624M
- D1 Capital Partners L.P.$347M
- VANGUARD FIDUCIARY TRUST CO$98M
- STEADFAST CAPITAL MANAGEMENT LP$77M
- Avantyr Capital Partners, LP$46M
Full exits 41
- VANGUARD GROUP INC$1.7B
- Meritage Group LP$215M
- MAVERICK CAPITAL LTD$102M
- Sculptor Capital LP$80M
- Hook Mill Capital Partners, LP$23M
- Kinetic Partners Management, LP$22M
Largest adds
- Point72 Asset Management, L.P.$131M
- EMINENCE CAPITAL, LP$84M
- Artisan Partners Limited Partnership$68M
- Allspring Global Investments Holdings, LLC$58M
- MORGAN STANLEY$49M
- CITADEL ADVISORS LLC$47M
Largest trims
- FMR LLC$550M
- BlackRock, Inc.$374M
- Select Equity Group, L.P.$246M
- WINDACRE PARTNERSHIP LLC$225M
- NORGES BANK$136M
- Third Point LLC$136M
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 |
|---|---|---|---|---|
| FMR LLC trimmed | 27,854,753 | $2.1B | 11.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 18,685,555 | $1.4B | 7.9% | 2026-Q1 |
| Select Equity Group, L.P. trimmed | 9,273,908 | $686M | 3.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,078,255 | $671M | 3.8% | 2026-Q1 |
| Linonia Partnership LP added | 8,782,011 | $649M | 3.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,438,240 | $624M | 3.6% | 2026-Q1 |
| WINDACRE PARTNERSHIP LLC trimmed | 8,222,760 | $608M | 3.5% | 2026-Q1 |
| STATE STREET CORP added | 6,890,473 | $509M | 2.9% | 2026-Q1 |
| BROWNING WEST LP added | 5,896,706 | $436M | 2.5% | 2026-Q1 |
| ABRAMS CAPITAL MANAGEMENT, L.P. trimmed | 5,798,776 | $429M | 2.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,856,074 | $359M | 2.1% | 2026-Q1 |
| D1 Capital Partners L.P. added | 4,688,423 | $347M | 2.0% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 4,629,325 | $342M | 2.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,339,412 | $301M | 1.7% | 2026-Q1 |
| Boston Partners trimmed | 3,799,609 | $281M | 1.6% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 3,177,857 | $235M | 1.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 3,046,320 | $224M | 1.3% | 2026-Q1 |
| TIMUCUAN ASSET MANAGEMENT INC/FL trimmed | 2,941,632 | $217M | 1.2% | 2026-Q1 |
| Darsana Capital Partners LP trimmed | 2,655,469 | $196M | 1.1% | 2026-Q1 |
| BECK MACK & OLIVER LLC added | 2,409,447 | $178M | 1.0% | 2026-Q1 |
| Third Point LLC trimmed | 2,270,769 | $168M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,242,959 | $166M | 0.9% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 2,217,676 | $164M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 2,084,197 | $154M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,909,164 | $141M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 2,252,005 | $135M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,771,571 | $131M | 0.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,768,463 | $131M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,704,708 | $126M | 0.7% | 2026-Q1 |
| Avala Global LP added | 1,688,893 | $125M | 0.7% | 2026-Q1 |
| EMINENCE CAPITAL, LP added | 1,512,994 | $112M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 1,499,600 | $111M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,426,537 | $105M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,400,767 | $104M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,399,085 | $103M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,323,363 | $98M | 0.6% | 2026-Q1 |
| Hudson Way Capital Management LLC added | 1,283,302 | $95M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,210,427 | $89M | 0.5% | 2026-Q1 |
| STEADFAST CAPITAL MANAGEMENT LP trimmed | 1,047,300 | $77M | 0.4% | 2026-Q1 |
| Forest Avenue Capital Management LP added | 1,012,181 | $75M | 0.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 927,670 | $68M | 0.4% | 2026-Q1 |
| Clearbridge Investments, LLC added | 779,557 | $58M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 722,924 | $53M | 0.3% | 2026-Q1 |
| 140 Summer Partners LP added | 716,856 | $53M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 692,884 | $51M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 689,645 | $51M | 0.3% | 2026-Q1 |
| M.D. Sass, LLC added | 642,354 | $47M | 0.3% | 2026-Q1 |
| Avantyr Capital Partners, LP new | 624,204 | $46M | 0.3% | 2026-Q1 |
| GOODNOW INVESTMENT GROUP, LLC trimmed | 609,825 | $45M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 609,013 | $45M | 0.3% | 2026-Q1 |
| SW Investment Management LLC added | 600,000 | $44M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 588,785 | $44M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 569,447 | $42M | 0.2% | 2026-Q1 |
| Greenstone Partners & Co., LLC added | 568,354 | $42M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 541,154 | $40M | 0.2% | 2026-Q1 |
| SCOPUS ASSET MANAGEMENT, L.P. trimmed | 535,500 | $40M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 521,894 | $39M | 0.2% | 2026-Q1 |
| No Street GP LP added | 520,000 | $38M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 514,702 | $38M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 511,509 | $38M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 501,384 | $37M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 494,100 | $37M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 458,705 | $34M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 463,087 | $33M | 0.2% | 2026-Q1 |
| 12th Street Asset Management Company, LLC trimmed | 408,561 | $30M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 394,500 | $29M | 0.2% | 2026-Q1 |
| Artemis Investment Management LLP trimmed | 378,527 | $28M | 0.2% | 2026-Q1 |
| Robertson Opportunity Capital, LLC trimmed | 354,826 | $26M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 348,133 | $26M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 341,372 | $25M | 0.1% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC added | 337,284 | $25M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 333,000 | $25M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 269,501 | $24M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 314,328 | $23M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 291,919 | $22M | 0.1% | 2026-Q1 |
| Broad Bay Capital Management, LP trimmed | 288,928 | $21M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 286,303 | $21M | 0.1% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 268,843 | $20M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 265,973 | $20M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 18,504,913 | $1.7B | 9.5% | 2025-Q4 stale |
| Sachem Head Capital Management LP new | 2,565,000 | $216M | 1.2% | 2025-Q3 stale |
| Meritage Group LP trimmed | 2,403,651 | $215M | 1.2% | 2025-Q4 stale |
| MAVERICK CAPITAL LTD trimmed | 1,141,820 | $102M | 0.6% | 2025-Q4 stale |
| Centerbridge Partners, L.P. trimmed | 1,390,762 | $83M | 0.5% | 2025-Q1 stale |
| Sculptor Capital LP trimmed | 900,000 | $80M | 0.5% | 2025-Q4 stale |
| RIVULET CAPITAL, LLC trimmed | 789,800 | $67M | 0.4% | 2025-Q3 stale |
| Wolf Hill Capital Management, LP trimmed | 725,000 | $61M | 0.3% | 2025-Q3 stale |
| Junto Capital Management LP trimmed | 937,130 | $56M | 0.3% | 2025-Q1 stale |
| RIT CAPITAL PARTNERS PLC added | 615,000 | $52M | 0.3% | 2025-Q3 stale |
| MANGROVE PARTNERS IM, LLC added | 575,915 | $49M | 0.3% | 2025-Q3 stale |
| BAUPOST GROUP LLC/MA new | 703,349 | $42M | 0.2% | 2025-Q1 stale |
| STONEHILL CAPITAL MANAGEMENT LLC new | 650,143 | $39M | 0.2% | 2025-Q1 stale |
| Senator Investment Group LP added | 450,000 | $31M | 0.2% | 2025-Q2 stale |
| DENDUR CAPITAL LP trimmed | 375,682 | $26M | 0.1% | 2025-Q2 stale |
| Silver Point Capital L.P. trimmed | 375,000 | $26M | 0.1% | 2025-Q2 stale |
| Hook Mill Capital Partners, LP added | 258,723 | $23M | 0.1% | 2025-Q4 stale |
| Anson Funds Management LP trimmed | 376,130 | $23M | 0.1% | 2025-Q1 stale |
| Kinetic Partners Management, LP added | 249,949 | $22M | 0.1% | 2025-Q4 stale |
| Engineers Gate Manager LP added | 249,128 | $22M | 0.1% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 339,911 | $20M | 0.1% | 2025-Q1 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.