Who owns SMMT (SMMT)
Which tracked institutional funds hold SMMT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMMT 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
63 tracked funds added or opened SMMT while 31 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
SMMT’s largest tracked holder by dollar value, BAKER BROS. ADVISORS LP, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMMT 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 225 tracked filers holding SMMT, 141 increased or opened the position and 94 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 SMMT 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 21
- VANGUARD CAPITAL MANAGEMENT LLC$108M
- VANGUARD PORTFOLIO MANAGEMENT LLC$99M
- VANGUARD FIDUCIARY TRUST CO$18M
- SUPERSTRING CAPITAL MANAGEMENT LP$17M
- Point72 Asset Management, L.P.$15M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
Full exits 12
- VANGUARD GROUP INC$178M
- Sculptor Capital LP$6M
- Skandinaviska Enskilda Banken AB (publ)$6M
- READYSTATE ASSET MANAGEMENT LP$5M
- CAPITAL FUND MANAGEMENT S.A.$2M
- HSBC HOLDINGS PLC$2M
Largest adds
- UBS Group AG$55M
- BAKER BROS. ADVISORS LP$53M
- D. E. Shaw & Co., Inc.$35M
- BlackRock, Inc.$19M
- STATE STREET CORP$17M
- MORGAN STANLEY$15M
Largest trims
- CITADEL ADVISORS LLC$35M
- FMR LLC$28M
- Polymer Capital Management (HK) LTD$22M
- PRICE T ROWE ASSOCIATES INC /MD/$7M
- MILLENNIUM MANAGEMENT LLC$6M
- BARCLAYS PLC$5M
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 |
|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 36,391,063 | $690M | 26.8% | 2026-Q1 |
| FMR LLC trimmed | 10,852,786 | $206M | 8.0% | 2026-Q1 |
| BlackRock, Inc. added | 9,653,758 | $183M | 7.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 8,277,859 | $157M | 6.1% | 2026-Q1 |
| STATE STREET CORP added | 7,028,160 | $133M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,711,802 | $108M | 4.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,233,252 | $99M | 3.9% | 2026-Q1 |
| UBS Group AG added | 3,680,315 | $70M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,315,854 | $63M | 2.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 2,242,229 | $43M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,650,591 | $31M | 1.2% | 2026-Q1 |
| APEIRON CAPITAL Ltd trimmed | 1,309,141 | $25M | 1.0% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 1,323,179 | $24M | 0.9% | 2026-Q1 |
| NORGES BANK trimmed | 1,017,974 | $20M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 981,185 | $19M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 960,867 | $18M | 0.7% | 2026-Q1 |
| TD Asset Management Inc trimmed | 956,894 | $18M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 934,394 | $18M | 0.7% | 2026-Q1 |
| SUPERSTRING CAPITAL MANAGEMENT LP added | 892,873 | $17M | 0.7% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 784,186 | $15M | 0.6% | 2026-Q1 |
| Rock Springs Capital Management LP | 710,000 | $13M | 0.5% | 2026-Q1 |
| Aberdeen Group plc trimmed | 665,364 | $13M | 0.5% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 613,877 | $12M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 603,933 | $11M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 598,692 | $11M | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 592,810 | $11M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 581,600 | $11M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 548,335 | $10M | 0.4% | 2026-Q1 |
| Candriam S.C.A. | 540,662 | $10M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 475,241 | $9M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 454,233 | $9M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 441,743 | $8M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 443,702 | $8M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 404,679 | $8M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 384,988 | $7M | 0.3% | 2026-Q1 |
| QVT Financial LP | 360,524 | $7M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 344,555 | $7M | 0.3% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 313,981 | $6M | 0.2% | 2026-Q1 |
| E Fund Management Co., Ltd. added | 311,825 | $6M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 310,728 | $6M | 0.2% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 259,074 | $5M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 256,255 | $5M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 243,992 | $5M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 237,788 | $5M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 251,391 | $4M | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 25,069 | $4M | 0.2% | 2026-Q1 |
| Woodline Partners LP | 214,507 | $4M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 199,133 | $4M | 0.1% | 2026-Q1 |
| GRIFFIN ASSET MANAGEMENT, INC. trimmed | 191,872 | $4M | 0.1% | 2026-Q1 |
| China Universal Asset Management Co., Ltd. added | 137,596 | $3M | 0.1% | 2026-Q1 |
| Polymer Capital Management (HK) LTD trimmed | 133,034 | $3M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 130,237 | $2M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 129,542 | $2M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 126,273 | $2M | 0.1% | 2026-Q1 |
| Tidal Investments LLC new | 120,314 | $2M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 120,301 | $2M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 119,655 | $2M | 0.1% | 2026-Q1 |
| Tema ETFs LLC added | 119,531 | $2M | 0.1% | 2026-Q1 |
| Jump Financial, LLC added | 115,738 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 113,786 | $2M | 0.1% | 2026-Q1 |
| PROFUND ADVISORS LLC added | 112,926 | $2M | 0.1% | 2026-Q1 |
| Illinois Municipal Retirement Fund added | 111,894 | $2M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 107,959 | $2M | 0.1% | 2026-Q1 |
| Jefferies Financial Group Inc. | 100,000 | $2M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 96,009 | $2M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 94,394 | $2M | 0.1% | 2026-Q1 |
| ADAR1 Capital Management, LLC | 91,869 | $2M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 91,000 | $2M | 0.1% | 2026-Q1 |
| NEXTBio Capital Management LP new | 89,717 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,203,794 | $178M | 6.9% | 2025-Q4 stale |
| Fiera Capital Corp trimmed | 762,094 | $16M | 0.6% | 2025-Q3 stale |
| Polar Capital Holdings Plc trimmed | 746,393 | $15M | 0.6% | 2025-Q3 stale |
| Siren, L.L.C. new | 695,000 | $13M | 0.5% | 2025-Q1 stale |
| TANG CAPITAL MANAGEMENT LLC added | 550,000 | $11M | 0.4% | 2025-Q3 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 538,000 | $10M | 0.4% | 2025-Q1 stale |
| Capricorn Fund Managers Ltd new | 496,266 | $10M | 0.4% | 2025-Q3 stale |
| ROCKLAND TRUST CO new | 400,000 | $9M | 0.3% | 2025-Q2 stale |
| Cutter Capital Management, LP new | 400,000 | $8M | 0.3% | 2025-Q1 stale |
| Twin Tree Management, LP trimmed | 339,085 | $7M | 0.3% | 2025-Q1 stale |
| Sculptor Capital LP added | 356,900 | $6M | 0.2% | 2025-Q4 stale |
| Skandinaviska Enskilda Banken AB (publ) | 338,363 | $6M | 0.2% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 306,184 | $5M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 249,710 | $5M | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 241,685 | $5M | 0.2% | 2025-Q2 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 246,429 | $5M | 0.2% | 2025-Q1 stale |
| TWINBEECH CAPITAL LP new | 191,119 | $4M | 0.2% | 2025-Q2 stale |
| Granahan Investment Management, LLC added | 185,640 | $4M | 0.2% | 2025-Q2 stale |
| Sovran Advisors, LLC added | 150,047 | $3M | 0.1% | 2025-Q2 stale |
| LORD, ABBETT & CO. LLC new | 155,514 | $3M | 0.1% | 2025-Q1 stale |
| FRANKLIN RESOURCES INC added | 139,146 | $3M | 0.1% | 2025-Q2 stale |
| Ensign Peak Advisors, Inc new | 151,000 | $3M | 0.1% | 2025-Q1 stale |
| BI Asset Management Fondsmaeglerselskab A/S new | 125,100 | $3M | 0.1% | 2025-Q2 stale |
| Springhill Fund Asset Management (HK) Co Ltd new | 124,307 | $2M | 0.1% | 2025-Q1 stale |
| Yong Rong (HK) Asset Management Ltd new | 100,000 | $2M | 0.1% | 2025-Q3 stale |
| CAPITAL FUND MANAGEMENT S.A. added | 113,391 | $2M | 0.1% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC new | 92,538 | $2M | 0.1% | 2025-Q3 stale |
| Engineers Gate Manager LP new | 87,830 | $2M | 0.1% | 2025-Q2 stale |
| IvyRock Asset Management (HK) Ltd trimmed | 91,741 | $2M | 0.1% | 2025-Q1 stale |
| Artisan Partners Limited Partnership trimmed | 89,373 | $2M | 0.1% | 2025-Q1 stale |
| HSBC HOLDINGS PLC added | 98,766 | $2M | 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.