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Institutional Ownership · SEC Form 13F

Who owns SHG (SHG)


Which tracked institutional funds hold SHG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHG 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.

284
Institutional holders
22,505,365
Shares held (tracked funds)

How the tape is positioned

80 tracked funds added or opened SHG while 33 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

SHG’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SHG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SHG 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 284 tracked filers holding SHG, 172 increased or opened the position and 110 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 SHG 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 8

  • VANGUARD CAPITAL MANAGEMENT LLC$19M
  • Capital Wealth Planning, LLC$17M
  • Capital World Investors$6M
  • JANE STREET GROUP, LLC$4M
  • VANGUARD FIDUCIARY TRUST CO$859K
  • Dalton Investments, Inc.$840K

Full exits 9

  • VANGUARD GROUP INC$14M
  • Arbiter Partners Capital Management LLC$7M
  • Point72 Asset Management, L.P.$6M
  • RENAISSANCE TECHNOLOGIES LLC$4M
  • TWO SIGMA ADVISERS, LP$4M
  • Verition Fund Management LLC$1M

Largest adds

  • BlackRock, Inc.$41M
  • AMERICAN CENTURY COMPANIES INC$28M
  • MORGAN STANLEY$24M
  • GOLDMAN SACHS GROUP INC$14M
  • LAZARD ASSET MANAGEMENT LLC$12M
  • Qube Research & Technologies Ltd$11M

Largest trims

  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$18M
  • CAUSEWAY CAPITAL MANAGEMENT LLC$16M
  • MARSHALL WACE, LLP$14M
  • Connor, Clark & Lunn Investment Management Ltd.$7M
  • PZENA INVESTMENT MANAGEMENT LLC$7M
  • BANK OF AMERICA CORP /DE/$6M

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added2,432,626$149M10.8%2026-Q1
MORGAN STANLEY added1,875,218$115M8.3%2026-Q1
London & Capital Asset Management Ltd trimmed1,823,111$112M8.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed1,664,989$102M7.4%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,536,444$94M6.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,423,463$87M6.3%2026-Q1
NORTHERN TRUST CORP trimmed1,354,434$83M6.0%2026-Q1
PZENA INVESTMENT MANAGEMENT LLC trimmed690,651$42M3.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed517,650$32M2.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed490,158$30M2.2%2026-Q1
GOLDMAN SACHS GROUP INC added404,485$25M1.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new303,665$19M1.4%2026-Q1
Creative Planning added301,441$18M1.3%2026-Q1
Capital Wealth Planning, LLC new276,319$17M1.2%2026-Q1
CAUSEWAY CAPITAL MANAGEMENT LLC trimmed253,576$16M1.1%2026-Q1
Ramirez Asset Management, Inc. added241,867$15M1.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed236,926$15M1.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added231,563$14M1.0%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed210,208$13M0.9%2026-Q1
Qube Research & Technologies Ltd added203,881$13M0.9%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added203,670$12M0.9%2026-Q1
Promethos Capital, LLC added201,206$12M0.9%2026-Q1
JPMORGAN CHASE & CO added194,412$12M0.8%2026-Q1
Quantinno Capital Management LP added173,250$11M0.8%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added170,550$10M0.8%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added161,406$10M0.7%2026-Q1
Sanders Capital, LLC trimmed153,626$9M0.7%2026-Q1
SEI INVESTMENTS CO trimmed151,233$9M0.7%2026-Q1
FMR LLC added143,561$9M0.6%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed132,836$8M0.6%2026-Q1
WELLS FARGO & COMPANY/MN added123,792$8M0.6%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed116,993$7M0.5%2026-Q1
Clearbridge Investments, LLC trimmed108,426$7M0.5%2026-Q1
Vanguard Personalized Indexing Management, LLC added104,595$6M0.5%2026-Q1
NewEdge Wealth, LLC added102,659$6M0.5%2026-Q1
Voleon Capital Management LP trimmed101,350$6M0.5%2026-Q1
Capital World Investors added100,608$6M0.4%2026-Q1
Vident Advisory, LLC added95,110$6M0.4%2026-Q1
UBS Group AG trimmed89,991$6M0.4%2026-Q1
Virtus Family Office LLC trimmed87,785$5M0.4%2026-Q1
Laird Norton Wetherby Trust Company, LLC added82,726$5M0.4%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added81,018$5M0.4%2026-Q1
CITIGROUP INC added74,136$5M0.3%2026-Q1
JANE STREET GROUP, LLC added73,066$4M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added70,451$4M0.3%2026-Q1
B. Metzler seel. Sohn & Co. AG added69,787$4M0.3%2026-Q1
ROYAL BANK OF CANADA trimmed67,920$4M0.3%2026-Q1
DEUTSCHE BANK AG\ added66,931$4M0.3%2026-Q1
Pathstone Holdings, LLC trimmed62,452$4M0.3%2026-Q1
US BANCORP \DE\ added57,639$4M0.3%2026-Q1
GABELLI FUNDS LLC added56,276$3M0.3%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed56,064$3M0.2%2026-Q1
BRANDES INVESTMENT PARTNERS, LP trimmed53,592$3M0.2%2026-Q1
AMG National Trust Bank added52,374$3M0.2%2026-Q1
NATIXIS ADVISORS, LLC added49,693$3M0.2%2026-Q1
RHUMBLINE ADVISERS added49,353$3M0.2%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added50,021$3M0.2%2026-Q1
Orion Porfolio Solutions, LLC trimmed48,548$3M0.2%2026-Q1
Mariner, LLC added47,597$3M0.2%2026-Q1
LPL Financial LLC added46,042$3M0.2%2026-Q1
Cerity Partners LLC added46,029$3M0.2%2026-Q1
IEQ CAPITAL, LLC added45,358$3M0.2%2026-Q1
YOUSIF CAPITAL MANAGEMENT, LLC39,451$2M0.2%2026-Q1
Sequoia Financial Advisors, LLC added38,002$2M0.2%2026-Q1
Ethic Inc. added36,750$2M0.2%2026-Q1
FIRST TRUST ADVISORS LP added34,286$2M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed33,912$2M0.2%2026-Q1
Vestmark Advisory Solutions, Inc. trimmed33,823$2M0.2%2026-Q1
STATE STREET CORP added33,820$2M0.2%2026-Q1
Ballentine Partners, LLC added33,737$2M0.2%2026-Q1
Russell Investments Group, Ltd. added33,557$2M0.1%2026-Q1
DGS Capital Management, LLC added32,293$2M0.1%2026-Q1
MARSHALL WACE, LLP trimmed32,284$2M0.1%2026-Q1
EFG International AG trimmed29,633$2M0.1%2026-Q1
Frank, Rimerman Advisors LLC added29,485$2M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added29,373$2M0.1%2026-Q1
SIGNATUREFD, LLC added29,061$2M0.1%2026-Q1
NATURAL INVESTMENTS, LLC added28,947$2M0.1%2026-Q1
Calamos Advisors LLC trimmed28,268$2M0.1%2026-Q1
Capital Research Global Investors trimmed28,782$2M0.1%2026-Q1
Crossmark Global Holdings, Inc. added27,683$2M0.1%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC26,205$2M0.1%2026-Q1
PCM Encore, LLC added26,140$2M0.1%2026-Q1
Corient Private Wealth LLC added26,325$2M0.1%2026-Q1
OVERSEA-CHINESE BANKING Corp Ltd added25,740$2M0.1%2026-Q1
Invesco Ltd. trimmed24,601$2M0.1%2026-Q1
Vise Technologies, Inc.27,735$1M0.1%2026-Q1
MAVERICK CAPITAL LTD added23,804$1M0.1%2026-Q1
Callan Family Office, LLC added22,838$1M0.1%2026-Q1
Blue Trust, Inc. trimmed22,506$1M0.1%2026-Q1
Ranmore Fund Management Ltd added529,000$24M1.7%2025-Q2 stale
VANGUARD GROUP INC added268,577$14M1.0%2025-Q4 stale
Arbiter Partners Capital Management LLC added138,169$7M0.5%2025-Q4 stale
Point72 Asset Management, L.P. added109,417$6M0.4%2025-Q4 stale
Cubist Systematic Strategies, LLC added80,858$4M0.3%2025-Q3 stale
RENAISSANCE TECHNOLOGIES LLC trimmed70,800$4M0.3%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed68,400$4M0.3%2025-Q4 stale
CIBC WORLD MARKET INC. trimmed53,418$2M0.2%2025-Q2 stale
Laird Norton Wetherby Wealth Management, LLC trimmed46,440$2M0.2%2025-Q3 stale
Orion Portfolio Solutions, LLC trimmed60,343$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership