Who owns 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-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
83 tracked funds added or opened SHG while 39 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
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 2026-Q1 and 2026-Q2, across 293 tracked filers holding SHG, 200 increased or opened the position and 96 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 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 9
- Nykredit A/S$5M
- Arbiter Partners Capital Management LLC$4M
- BAROMETER CAPITAL MANAGEMENT INC.$2M
- BARCLAYS PLC$2M
- Nuveen, LLC$2M
- NewEdge Advisors, LLC$882K
Full exits 14
- ACADIAN ASSET MANAGEMENT LLC$10M
- JANE STREET GROUP, LLC$4M
- AMG National Trust Bank$3M
- NATIXIS ADVISORS, LLC$3M
- YOUSIF CAPITAL MANAGEMENT, LLC$2M
- DGS Capital Management, LLC$2M
Largest adds
- BlackRock, Inc.$68M
- MORGAN STANLEY$24M
- Quantinno Capital Management LP$13M
- W1M Asset Management Ltd$13M
- AMERICAN CENTURY COMPANIES INC$12M
- BANK OF AMERICA CORP /DE/$11M
Largest trims
- CAUSEWAY CAPITAL MANAGEMENT LLC$15M
- TWO SIGMA INVESTMENTS, LP$9M
- NORTHERN TRUST CORP$5M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4M
- Qube Research & Technologies Ltd$3M
- SEI INVESTMENTS CO$2M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,433,734 | $217M | 14.5% | 2026-Q2 |
| MORGAN STANLEY added | 2,196,702 | $139M | 9.3% | 2026-Q2 |
| W1M Asset Management Ltd added | 1,965,980 | $124M | 8.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 1,690,596 | $107M | 7.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,683,109 | $106M | 7.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,388,260 | $88M | 5.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,234,297 | $78M | 5.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 681,122 | $43M | 2.9% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 669,474 | $42M | 2.8% | 2026-Q2 |
| Creative Planning added | 471,068 | $30M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 446,379 | $28M | 1.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 416,805 | $26M | 1.8% | 2026-Q2 |
| Quantinno Capital Management LP added | 375,387 | $24M | 1.6% | 2026-Q2 |
| Capital Wealth Planning, LLC added | 334,855 | $21M | 1.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 306,082 | $19M | 1.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 284,383 | $18M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 278,487 | $18M | 1.2% | 2026-Q2 |
| Ramirez Asset Management, Inc. added | 277,732 | $18M | 1.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 217,214 | $14M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 215,080 | $14M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 207,135 | $13M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 204,877 | $13M | 0.9% | 2026-Q2 |
| Promethos Capital, LLC trimmed | 200,806 | $13M | 0.8% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 156,865 | $10M | 0.7% | 2026-Q2 |
| FMR LLC added | 148,339 | $9M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 147,338 | $9M | 0.6% | 2026-Q2 |
| Capital World Investors added | 133,800 | $8M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 131,939 | $8M | 0.6% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 125,509 | $8M | 0.5% | 2026-Q2 |
| Sanders Capital, LLC trimmed | 119,936 | $8M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 114,573 | $7M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 112,536 | $7M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 109,653 | $7M | 0.5% | 2026-Q2 |
| NewEdge Wealth, LLC added | 109,575 | $7M | 0.5% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 107,525 | $7M | 0.5% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 91,231 | $6M | 0.4% | 2026-Q2 |
| Virtus Family Office LLC added | 87,921 | $6M | 0.4% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 87,177 | $6M | 0.4% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 86,477 | $5M | 0.4% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 85,773 | $5M | 0.4% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC added | 84,761 | $5M | 0.4% | 2026-Q2 |
| Nykredit A/S new | 84,207 | $5M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ added | 83,504 | $5M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 81,144 | $5M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 80,859 | $5M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 80,016 | $5M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 77,569 | $5M | 0.3% | 2026-Q2 |
| Arbiter Partners Capital Management LLC trimmed | 67,169 | $4M | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 60,907 | $4M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 59,498 | $4M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 58,871 | $4M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 58,598 | $4M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 57,850 | $4M | 0.2% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG trimmed | 56,664 | $4M | 0.2% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 54,299 | $3M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 52,743 | $3M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 51,811 | $3M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 51,260 | $3M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 49,513 | $3M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 48,576 | $3M | 0.2% | 2026-Q2 |
| Ethic Inc. added | 47,361 | $3M | 0.2% | 2026-Q2 |
| Frank, Rimerman Advisors LLC added | 46,041 | $3M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 45,266 | $3M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 45,158 | $3M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 44,560 | $3M | 0.2% | 2026-Q2 |
| Ballentine Partners, LLC added | 42,712 | $3M | 0.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 42,610 | $3M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 38,267 | $2M | 0.2% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 37,976 | $2M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 37,523 | $2M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 37,118 | $2M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 37,114 | $2M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 36,578 | $2M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 35,898 | $2M | 0.2% | 2026-Q2 |
| SIGNATUREFD, LLC added | 35,020 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 34,677 | $2M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 31,627 | $2M | 0.1% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 30,572 | $2M | 0.1% | 2026-Q2 |
| EFG International AG trimmed | 28,873 | $2M | 0.1% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. new | 28,200 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 26,917 | $2M | 0.1% | 2026-Q2 |
| PCM Encore, LLC added | 26,632 | $2M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 26,608 | $2M | 0.1% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 25,601 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 25,325 | $2M | 0.1% | 2026-Q2 |
| Capital Research Global Investors trimmed | 24,847 | $2M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 23,889 | $2M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 22,855 | $1M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 22,605 | $1M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 22,054 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 21,423 | $1M | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 20,103 | $1M | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 19,611 | $1M | 0.1% | 2026-Q2 |
| PDS Planning, Inc added | 19,494 | $1M | 0.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 19,463 | $1M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 19,361 | $1M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 19,321 | $1M | 0.1% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 18,281 | $1M | 0.1% | 2026-Q2 |
| GROUPAMA ASSET MANAGMENT added | 18,068 | $1M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 17,756 | $1M | 0.1% | 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.