Who owns SMC (SMC)
Which tracked institutional funds hold SMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMC 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
26 tracked funds added or opened SMC while 11 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
SMC’s largest tracked holder by dollar value, Invesco Ltd., 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMC 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 73 tracked filers holding SMC, 37 increased or opened the position and 32 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 SMC 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$15M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- JACOBS LEVY EQUITY MANAGEMENT, INC$709K
- RENAISSANCE TECHNOLOGIES LLC$680K
- RAYMOND JAMES FINANCIAL INC$669K
Full exits 4
- VANGUARD GROUP INC$17M
- Virtus Fixed Income Advisers, LLC$3M
- Aventail Capital Group, LP$1M
- XTX Topco Ltd$531K
Largest adds
- Invesco Ltd.$3M
- AMERICAN CENTURY COMPANIES INC$3M
- Deltroit Asset Management (UK) LLP$3M
- MORGAN STANLEY$2M
- BlackRock, Inc.$2M
- EAGLE GLOBAL ADVISORS LLC$1M
Largest trims
- Flat Footed LLC$6M
- ARK & TLK INVESTMENTS, LLC$3M
- Point72 Asset Management, L.P.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$662K
- CITADEL ADVISORS LLC$572K
- UBS Group AG$461K
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 |
|---|---|---|---|---|
| Invesco Ltd. trimmed | 953,352 | $29M | 14.0% | 2026-Q1 |
| Deltroit Asset Management (UK) LLP | 707,056 | $21M | 10.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 649,391 | $20M | 9.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 506,171 | $15M | 7.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 233,022 | $7M | 3.4% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC added | 226,798 | $7M | 3.3% | 2026-Q1 |
| STATE STREET CORP added | 178,607 | $5M | 2.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 174,325 | $5M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 154,540 | $5M | 2.3% | 2026-Q1 |
| Flat Footed LLC trimmed | 124,278 | $4M | 1.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 122,421 | $4M | 1.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 117,796 | $4M | 1.7% | 2026-Q1 |
| ARK & TLK INVESTMENTS, LLC trimmed | 109,234 | $3M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 96,244 | $3M | 1.4% | 2026-Q1 |
| Empowered Funds, LLC added | 89,796 | $3M | 1.3% | 2026-Q1 |
| Liberty Mutual Group Asset Management Inc. | 84,840 | $3M | 1.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 71,407 | $2M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 70,291 | $2M | 1.0% | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC | 58,214 | $2M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 56,533 | $2M | 0.8% | 2026-Q1 |
| Summit Financial, LLC | 52,985 | $2M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 49,660 | $2M | 0.7% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 46,711 | $1M | 0.7% | 2026-Q1 |
| Fractal Investments LLC | 45,000 | $1M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 42,730 | $1M | 0.6% | 2026-Q1 |
| JB CAPITAL PARTNERS LP added | 26,165 | $791K | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 23,149 | $719K | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 23,443 | $709K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 23,117 | $699K | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 22,476 | $680K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 22,112 | $669K | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 21,777 | $659K | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. new | 21,763 | $658K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 21,351 | $646K | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 21,320 | $645K | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 18,955 | $573K | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 18,441 | $558K | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 16,432 | $497K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 13,611 | $411K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 13,553 | $410K | 0.2% | 2026-Q1 |
| Voleon Capital Management LP new | 13,360 | $404K | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 10,446 | $322K | 0.2% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 9,710 | $294K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 9,603 | $290K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 9,233 | $279K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 8,200 | $248K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO | 7,589 | $229K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 7,204 | $218K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 6,308 | $191K | 0.1% | 2026-Q1 |
| Ancora Advisors LLC | 5,027 | $152K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 4,694 | $142K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 4,162 | $126K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,900 | $118K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,269 | $99K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 2,283 | $69K | 0.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,787 | $54K | 0.0% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new | 1,520 | $46K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,513 | $46K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,272 | $38K | 0.0% | 2026-Q1 |
| Aquatic Capital Management LLC trimmed | 1,214 | $37K | 0.0% | 2026-Q1 |
| FMR LLC added | 888 | $27K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 767 | $23K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 736 | $22K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. trimmed | 708 | $21K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 630,040 | $17M | 8.2% | 2025-Q4 stale |
| Virtus Investment Advisers, LLC new | 108,293 | $4M | 1.8% | 2025-Q1 stale |
| Virtus Fixed Income Advisers, LLC | 119,749 | $3M | 1.6% | 2025-Q4 stale |
| SHENKMAN CAPITAL MANAGEMENT INC trimmed | 96,723 | $2M | 1.0% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 54,147 | $2M | 0.9% | 2025-Q1 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 60,817 | $1M | 0.7% | 2025-Q2 stale |
| Aventail Capital Group, LP trimmed | 51,053 | $1M | 0.7% | 2025-Q4 stale |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed | 58,972 | $1M | 0.6% | 2025-Q3 stale |
| Pekin Hardy Strauss, Inc. trimmed | 29,175 | $989K | 0.5% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 38,124 | $935K | 0.5% | 2025-Q2 stale |
| OMERS ADMINISTRATION Corp added | 20,900 | $708K | 0.3% | 2025-Q1 stale |
| Schonfeld Strategic Advisors LLC added | 18,628 | $631K | 0.3% | 2025-Q1 stale |
| ALPS ADVISORS INC trimmed | 27,646 | $568K | 0.3% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 15,971 | $541K | 0.3% | 2025-Q1 stale |
| XTX Topco Ltd new | 19,917 | $531K | 0.3% | 2025-Q4 stale |
| Rangeley Capital, LLC trimmed | 15,000 | $508K | 0.2% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 13,986 | $474K | 0.2% | 2025-Q1 stale |
| EntryPoint Capital, LLC added | 13,253 | $449K | 0.2% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP new | 8,808 | $299K | 0.1% | 2025-Q1 stale |
| ARISTEIA CAPITAL, L.L.C. trimmed | 10,027 | $268K | 0.1% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd new | 10,331 | $253K | 0.1% | 2025-Q2 stale |
| Diametric Capital, LP new | 7,431 | $252K | 0.1% | 2025-Q1 stale |
| CORSAIR CAPITAL MANAGEMENT, L.P. added | 11,692 | $240K | 0.1% | 2025-Q3 stale |
| Valeo Financial Advisors, LLC | 9,418 | $231K | 0.1% | 2025-Q2 stale |
| Compound Planning, Inc. trimmed | 6,716 | $228K | 0.1% | 2025-Q1 stale |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,859 | $223K | 0.1% | 2025-Q3 stale |
| Jump Financial, LLC new | 6,298 | $213K | 0.1% | 2025-Q1 stale |
| Magnetar Financial LLC added | 10,368 | $213K | 0.1% | 2025-Q3 stale |
| Quantessence Capital LLC new | 6,266 | $212K | 0.1% | 2025-Q1 stale |
| Jain Global LLC new | 6,045 | $205K | 0.1% | 2025-Q1 stale |
| FourThought Financial Partners, LLC new | 9,948 | $204K | 0.1% | 2025-Q3 stale |
| Quantbot Technologies LP trimmed | 5,075 | $124K | 0.1% | 2025-Q2 stale |
| AlphaQuest LLC added | 4,153 | $111K | 0.1% | 2025-Q4 stale |
| SIMPLEX TRADING, LLC new | 1,908 | $39K | 0.0% | 2025-Q3 stale |
| VAN ECK ASSOCIATES CORP trimmed | 927 | $23K | 0.0% | 2025-Q2 stale |
| Point72 Asia (Singapore) Pte. Ltd. added | 667 | $23K | 0.0% | 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.