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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,432,626 | $149M | 10.8% | 2026-Q1 |
| MORGAN STANLEY added | 1,875,218 | $115M | 8.3% | 2026-Q1 |
| London & Capital Asset Management Ltd trimmed | 1,823,111 | $112M | 8.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 1,664,989 | $102M | 7.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,536,444 | $94M | 6.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,423,463 | $87M | 6.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,354,434 | $83M | 6.0% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 690,651 | $42M | 3.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 517,650 | $32M | 2.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 490,158 | $30M | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 404,485 | $25M | 1.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 303,665 | $19M | 1.4% | 2026-Q1 |
| Creative Planning added | 301,441 | $18M | 1.3% | 2026-Q1 |
| Capital Wealth Planning, LLC new | 276,319 | $17M | 1.2% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC trimmed | 253,576 | $16M | 1.1% | 2026-Q1 |
| Ramirez Asset Management, Inc. added | 241,867 | $15M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 236,926 | $15M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 231,563 | $14M | 1.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 210,208 | $13M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 203,881 | $13M | 0.9% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 203,670 | $12M | 0.9% | 2026-Q1 |
| Promethos Capital, LLC added | 201,206 | $12M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 194,412 | $12M | 0.8% | 2026-Q1 |
| Quantinno Capital Management LP added | 173,250 | $11M | 0.8% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 170,550 | $10M | 0.8% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 161,406 | $10M | 0.7% | 2026-Q1 |
| Sanders Capital, LLC trimmed | 153,626 | $9M | 0.7% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 151,233 | $9M | 0.7% | 2026-Q1 |
| FMR LLC added | 143,561 | $9M | 0.6% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 132,836 | $8M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 123,792 | $8M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 116,993 | $7M | 0.5% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 108,426 | $7M | 0.5% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC added | 104,595 | $6M | 0.5% | 2026-Q1 |
| NewEdge Wealth, LLC added | 102,659 | $6M | 0.5% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 101,350 | $6M | 0.5% | 2026-Q1 |
| Capital World Investors added | 100,608 | $6M | 0.4% | 2026-Q1 |
| Vident Advisory, LLC added | 95,110 | $6M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 89,991 | $6M | 0.4% | 2026-Q1 |
| Virtus Family Office LLC trimmed | 87,785 | $5M | 0.4% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC added | 82,726 | $5M | 0.4% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 81,018 | $5M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 74,136 | $5M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 73,066 | $4M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 70,451 | $4M | 0.3% | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG added | 69,787 | $4M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 67,920 | $4M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 66,931 | $4M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 62,452 | $4M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 57,639 | $4M | 0.3% | 2026-Q1 |
| GABELLI FUNDS LLC added | 56,276 | $3M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 56,064 | $3M | 0.2% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 53,592 | $3M | 0.2% | 2026-Q1 |
| AMG National Trust Bank added | 52,374 | $3M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 49,693 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 49,353 | $3M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 50,021 | $3M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 48,548 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 47,597 | $3M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 46,042 | $3M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 46,029 | $3M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 45,358 | $3M | 0.2% | 2026-Q1 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 39,451 | $2M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 38,002 | $2M | 0.2% | 2026-Q1 |
| Ethic Inc. added | 36,750 | $2M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 34,286 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 33,912 | $2M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 33,823 | $2M | 0.2% | 2026-Q1 |
| STATE STREET CORP added | 33,820 | $2M | 0.2% | 2026-Q1 |
| Ballentine Partners, LLC added | 33,737 | $2M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 33,557 | $2M | 0.1% | 2026-Q1 |
| DGS Capital Management, LLC added | 32,293 | $2M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 32,284 | $2M | 0.1% | 2026-Q1 |
| EFG International AG trimmed | 29,633 | $2M | 0.1% | 2026-Q1 |
| Frank, Rimerman Advisors LLC added | 29,485 | $2M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 29,373 | $2M | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC added | 29,061 | $2M | 0.1% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 28,947 | $2M | 0.1% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 28,268 | $2M | 0.1% | 2026-Q1 |
| Capital Research Global Investors trimmed | 28,782 | $2M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 27,683 | $2M | 0.1% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,205 | $2M | 0.1% | 2026-Q1 |
| PCM Encore, LLC added | 26,140 | $2M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 26,325 | $2M | 0.1% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 25,740 | $2M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 24,601 | $2M | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 27,735 | $1M | 0.1% | 2026-Q1 |
| MAVERICK CAPITAL LTD added | 23,804 | $1M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC added | 22,838 | $1M | 0.1% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 22,506 | $1M | 0.1% | 2026-Q1 |
| Ranmore Fund Management Ltd added | 529,000 | $24M | 1.7% | 2025-Q2 stale |
| VANGUARD GROUP INC added | 268,577 | $14M | 1.0% | 2025-Q4 stale |
| Arbiter Partners Capital Management LLC added | 138,169 | $7M | 0.5% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 109,417 | $6M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 80,858 | $4M | 0.3% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 70,800 | $4M | 0.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 68,400 | $4M | 0.3% | 2025-Q4 stale |
| CIBC WORLD MARKET INC. trimmed | 53,418 | $2M | 0.2% | 2025-Q2 stale |
| Laird Norton Wetherby Wealth Management, LLC trimmed | 46,440 | $2M | 0.2% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 60,343 | $2M | 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.