Who owns SHC (SHC)
Which tracked institutional funds hold SHC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHC 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
72 tracked funds added or opened SHC while 78 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
SHC’s largest tracked holder by dollar value, Darsana Capital Partners LP, sizes it at 7.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SHC 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 296 tracked filers holding SHC, 201 increased or opened the position and 110 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 SHC 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 25
- VANGUARD CAPITAL MANAGEMENT LLC$154M
- VANGUARD PORTFOLIO MANAGEMENT LLC$152M
- VANGUARD FIDUCIARY TRUST CO$21M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11M
- Bridgewater Associates, LP$10M
- DANSKE BANK A/S$8M
Full exits 20
- VANGUARD GROUP INC$311M
- MIG Capital, LLC$35M
- Capricorn Fund Managers Ltd$8M
- TWO SIGMA ADVISERS, LP$6M
- D. E. Shaw & Co., Inc.$5M
- SEVEN GRAND MANAGERS, LLC$4M
Largest adds
- T. Rowe Price Investment Management, Inc.$101M
- WELLS FARGO & COMPANY/MN$57M
- AQR CAPITAL MANAGEMENT LLC$45M
- DME Capital Management, LP$21M
- ION Fund Management Ltd$17M
- BANK OF AMERICA CORP /DE/$13M
Largest trims
- WARBURG PINCUS LLC$328M
- GTCR LLC$218M
- BlackRock, Inc.$140M
- Darsana Capital Partners LP$86M
- Sculptor Capital LP$59M
- Sachem Head Capital Management LP$38M
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 |
|---|---|---|---|---|
| Darsana Capital Partners LP | 26,000,000 | $373M | 8.8% | 2026-Q1 |
| Sessa Capital IM, L.P. added | 23,050,000 | $331M | 7.8% | 2026-Q1 |
| Sculptor Capital LP added | 21,717,728 | $311M | 7.3% | 2026-Q1 |
| WARBURG PINCUS LLC trimmed | 19,102,952 | $274M | 6.4% | 2026-Q1 |
| GTCR LLC trimmed | 12,735,301 | $183M | 4.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 12,478,744 | $179M | 4.2% | 2026-Q1 |
| Sachem Head Capital Management LP | 11,645,000 | $167M | 3.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 10,735,006 | $154M | 3.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,608,717 | $152M | 3.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 9,162,191 | $131M | 3.1% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 9,125,621 | $131M | 3.1% | 2026-Q1 |
| STATE STREET CORP added | 7,021,626 | $101M | 2.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 6,680,672 | $95M | 2.2% | 2026-Q1 |
| Two Seas Capital LP added | 6,023,371 | $86M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,518,875 | $79M | 1.9% | 2026-Q1 |
| Voss Capital, LP added | 4,871,270 | $70M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,639,899 | $67M | 1.6% | 2026-Q1 |
| Irenic Capital Management LP added | 4,359,348 | $63M | 1.5% | 2026-Q1 |
| LAKEWOOD CAPITAL MANAGEMENT, LP added | 4,104,581 | $59M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,006,279 | $57M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,493,273 | $36M | 0.8% | 2026-Q1 |
| DME Capital Management, LP added | 2,065,680 | $30M | 0.7% | 2026-Q1 |
| MORGAN STANLEY added | 2,062,481 | $30M | 0.7% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 1,836,746 | $26M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,775,284 | $25M | 0.6% | 2026-Q1 |
| Ananym Capital Management, LP added | 1,747,366 | $25M | 0.6% | 2026-Q1 |
| Woodline Partners LP trimmed | 1,730,807 | $25M | 0.6% | 2026-Q1 |
| Inherent Management Corp. added | 1,660,128 | $24M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,609,505 | $23M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,455,417 | $21M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,403,971 | $20M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,289,649 | $18M | 0.4% | 2026-Q1 |
| ION Fund Management Ltd added | 1,193,390 | $17M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 1,146,881 | $16M | 0.4% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 988,508 | $14M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 936,482 | $13M | 0.3% | 2026-Q1 |
| NORGES BANK trimmed | 1,133,669 | $13M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 904,609 | $13M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 879,489 | $13M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 845,120 | $12M | 0.3% | 2026-Q1 |
| Bronte Capital Management Pty Ltd. trimmed | 843,710 | $12M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 786,749 | $11M | 0.3% | 2026-Q1 |
| Onex Canada Asset Management Inc. added | 715,161 | $10M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP new | 695,392 | $10M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 691,387 | $10M | 0.2% | 2026-Q1 |
| Kerrisdale Advisers, LLC added | 607,689 | $9M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 589,964 | $8M | 0.2% | 2026-Q1 |
| DANSKE BANK A/S added | 581,140 | $8M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 558,434 | $8M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 520,209 | $7M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 387,949 | $7M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 455,125 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 437,582 | $6M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 427,890 | $6M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC added | 425,499 | $6M | 0.1% | 2026-Q1 |
| Swiss National Bank | 420,000 | $6M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 416,814 | $6M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 359,831 | $5M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 331,359 | $5M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 327,298 | $5M | 0.1% | 2026-Q1 |
| Gem Investment Advisors, LLC trimmed | 327,015 | $5M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 318,781 | $5M | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 316,829 | $5M | 0.1% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 315,479 | $5M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 285,592 | $4M | 0.1% | 2026-Q1 |
| Broyhill Asset Management, LLC added | 281,531 | $4M | 0.1% | 2026-Q1 |
| Militia Capital Management LLC new | 270,397 | $4M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 282,963 | $4M | 0.1% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP added | 252,441 | $4M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 251,852 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 248,642 | $4M | 0.1% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 245,909 | $3M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 229,360 | $3M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 220,777 | $3M | 0.1% | 2026-Q1 |
| Phocas Financial Corp. trimmed | 216,635 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 212,752 | $3M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 203,078 | $3M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 202,882 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 197,372 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 196,156 | $3M | 0.1% | 2026-Q1 |
| Wellspring Financial Advisors, LLC added | 1,931,602 | $3M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 192,107 | $3M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 184,679 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 17,653,584 | $311M | 7.3% | 2025-Q4 stale |
| TPG GP A, LLC new | 6,786,110 | $79M | 1.9% | 2025-Q1 stale |
| MIG Capital, LLC trimmed | 1,964,518 | $35M | 0.8% | 2025-Q4 stale |
| ArrowMark Colorado Holdings LLC trimmed | 1,867,829 | $22M | 0.5% | 2025-Q1 stale |
| Point72 (DIFC) Ltd trimmed | 1,360,674 | $21M | 0.5% | 2025-Q3 stale |
| Khrom Capital Management LLC added | 1,556,635 | $17M | 0.4% | 2025-Q2 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 1,101,604 | $13M | 0.3% | 2025-Q1 stale |
| Capricorn Fund Managers Ltd new | 449,900 | $8M | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 322,300 | $6M | 0.1% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. trimmed | 287,209 | $5M | 0.1% | 2025-Q4 stale |
| Kintayl Capital LP trimmed | 419,796 | $5M | 0.1% | 2025-Q1 stale |
| SEVEN GRAND MANAGERS, LLC new | 250,000 | $4M | 0.1% | 2025-Q4 stale |
| Candelo Capital Management LP new | 230,801 | $4M | 0.1% | 2025-Q4 stale |
| Hudson Bay Capital Management LP | 250,000 | $4M | 0.1% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 229,239 | $4M | 0.1% | 2025-Q3 stale |
| Trexquant Investment LP added | 189,337 | $3M | 0.1% | 2025-Q4 stale |
| Balyasny Asset Management L.P. added | 161,784 | $3M | 0.1% | 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.