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Institutional Ownership · SEC Form 13F

Who owns SNY (SNY)


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

737
Institutional holders
210,132,814
Shares held (tracked funds)

How the tape is positioned

152 tracked funds added or opened SNY while 111 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

SNY’s largest tracked holder by dollar value, DODGE & COX, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SNY 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 735 tracked filers holding SNY, 402 increased or opened the position and 335 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 SNY 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 22

  • Alyeska Investment Group, L.P.$111M
  • Vestal Point Capital, LP$67M
  • BALYASNY ASSET MANAGEMENT L.P.$40M
  • OLD MISSION CAPITAL LLC$26M
  • Goodman Financial Corp$10M
  • Synergy Asset Management, LLC$5M

Full exits 44

  • WELLINGTON MANAGEMENT GROUP LLP$142M
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$94M
  • Brandywine Global Investment Management, LLC$58M
  • Hudson Bay Capital Management LP$28M
  • Point72 Asset Management, L.P.$16M
  • JANE STREET GROUP, LLC$12M

Largest adds

  • MORGAN STANLEY$162M
  • MILLENNIUM MANAGEMENT LLC$159M
  • JPMORGAN CHASE & CO$116M
  • FRANKLIN RESOURCES INC$98M
  • MANNING & NAPIER ADVISORS LLC$58M
  • Connor, Clark & Lunn Investment Management Ltd.$58M

Largest trims

  • DODGE & COX$1.3B
  • NATIXIS ADVISORS, LLC$115M
  • BlackRock, Inc.$106M
  • Thrivent Financial for Lutherans$102M
  • PRICE T ROWE ASSOCIATES INC /MD/$62M
  • BARROW HANLEY MEWHINNEY & STRAUSS LLC$54M

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
DODGE & COX trimmed29,504,632$1.4B13.9%2026-Q1
MORGAN STANLEY added12,511,867$603M5.9%2026-Q1
Fisher Asset Management, LLC trimmed11,442,163$551M5.4%2026-Q1
BANK OF AMERICA CORP /DE/ added9,484,350$457M4.5%2026-Q1
FRANKLIN RESOURCES INC added7,165,193$345M3.4%2026-Q1
Invesco Ltd. added6,558,972$316M3.1%2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed5,887,466$284M2.8%2026-Q1
JPMORGAN CHASE & CO added5,600,731$262M2.6%2026-Q1
Mondrian Investment Partners LTD added5,040,065$243M2.4%2026-Q1
FEDERATED HERMES, INC. added4,754,359$229M2.2%2026-Q1
FMR LLC added4,010,145$193M1.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added3,861,894$186M1.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,812,745$184M1.8%2026-Q1
BRANDES INVESTMENT PARTNERS, LP added3,723,100$179M1.8%2026-Q1
Boston Partners trimmed3,599,284$173M1.7%2026-Q1
MILLENNIUM MANAGEMENT LLC added3,440,654$166M1.6%2026-Q1
WELLS FARGO & COMPANY/MN added3,415,115$165M1.6%2026-Q1
BlackRock, Inc. trimmed3,183,600$153M1.5%2026-Q1
ROYAL BANK OF CANADA added3,155,080$152M1.5%2026-Q1
EQUITY INVESTMENT CORP added2,663,054$128M1.3%2026-Q1
GOLDMAN SACHS GROUP INC added2,582,456$124M1.2%2026-Q1
Regal Partners Ltd added2,545,432$123M1.2%2026-Q1
BARCLAYS PLC added2,356,559$114M1.1%2026-Q1
Alyeska Investment Group, L.P. added2,306,229$111M1.1%2026-Q1
NORTHERN TRUST CORP added2,277,939$110M1.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added2,223,301$107M1.0%2026-Q1
LPL Financial LLC added2,206,237$106M1.0%2026-Q1
AMERICAN CENTURY COMPANIES INC added2,148,014$103M1.0%2026-Q1
DAVENPORT & Co LLC added2,094,962$100M1.0%2026-Q1
Nuveen, LLC added1,911,226$92M0.9%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added1,830,115$88M0.9%2026-Q1
Capital Research Global Investors added1,661,837$80M0.8%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed1,613,375$78M0.8%2026-Q1
NICHOLAS COMPANY, INC. trimmed1,498,990$72M0.7%2026-Q1
CITADEL ADVISORS LLC added1,487,970$72M0.7%2026-Q1
Vestal Point Capital, LP added1,400,000$67M0.7%2026-Q1
VAN ECK ASSOCIATES CORP added1,297,714$63M0.6%2026-Q1
MANNING & NAPIER ADVISORS LLC added1,194,305$58M0.6%2026-Q1
CAUSEWAY CAPITAL MANAGEMENT LLC added1,064,516$51M0.5%2026-Q1
AMERIPRISE FINANCIAL INC added1,028,639$50M0.5%2026-Q1
UBS Group AG trimmed983,846$47M0.5%2026-Q1
NATIXIS ADVISORS, LLC trimmed866,773$42M0.4%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added833,780$40M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added812,970$38M0.4%2026-Q1
STIFEL FINANCIAL CORP added783,348$38M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added775,423$37M0.4%2026-Q1
FIRST TRUST ADVISORS LP added767,835$37M0.4%2026-Q1
Newport Trust Company, LLC trimmed737,978$36M0.3%2026-Q1
TODD ASSET MANAGEMENT LLC trimmed683,482$33M0.3%2026-Q1
MANAGED ASSET PORTFOLIOS, LLC added678,376$33M0.3%2026-Q1
Pictet Asset Management Holding SA added678,092$32M0.3%2026-Q1
JANUS HENDERSON GROUP PLC trimmed642,277$31M0.3%2026-Q1
TRUIST FINANCIAL CORP added629,184$30M0.3%2026-Q1
BROWN ADVISORY INC added622,613$30M0.3%2026-Q1
Willis Investment Counsel604,000$29M0.3%2026-Q1
Cullen Capital Management, LLC added593,301$29M0.3%2026-Q1
SEI INVESTMENTS CO trimmed588,729$28M0.3%2026-Q1
Rockefeller Capital Management L.P. added562,921$27M0.3%2026-Q1
OLD MISSION CAPITAL LLC trimmed534,492$26M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed527,185$25M0.2%2026-Q1
ASSETMARK, INC added509,464$25M0.2%2026-Q1
BECKER CAPITAL MANAGEMENT INC trimmed496,394$24M0.2%2026-Q1
Optiver Holding B.V. added493,829$24M0.2%2026-Q1
Bank of New York Mellon Corp added467,759$23M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added464,569$22M0.2%2026-Q1
Aberdeen Group plc trimmed457,921$22M0.2%2026-Q1
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY443,390$21M0.2%2026-Q1
Creative Planning added434,104$21M0.2%2026-Q1
M&T Bank Corp added426,657$21M0.2%2026-Q1
Federation des caisses Desjardins du Quebec added403,774$19M0.2%2026-Q1
CIBC WORLD MARKET INC. added396,709$19M0.2%2026-Q1
GRANDFIELD & DODD, LLC added387,230$19M0.2%2026-Q1
CSM Advisors, LLC trimmed363,425$18M0.2%2026-Q1
Cetera Investment Advisers added361,561$17M0.2%2026-Q1
Vident Advisory, LLC added351,952$17M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added325,758$16M0.2%2026-Q1
Krensavage Asset Management, LLC323,946$16M0.2%2026-Q1
ADAR1 Capital Management, LLC added316,939$15M0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added304,760$15M0.1%2026-Q1
ARMISTICE CAPITAL, LLC trimmed300,000$14M0.1%2026-Q1
Janney Montgomery Scott LLC trimmed283,918$14M0.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added273,346$13M0.1%2026-Q1
FOUNDATION RESOURCE MANAGEMENT INC added273,137$13M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed271,501$13M0.1%2026-Q1
Quantinno Capital Management LP added271,089$13M0.1%2026-Q1
SPHERA FUNDS MANAGEMENT LTD. added269,515$13M0.1%2026-Q1
MOORE CAPITAL MANAGEMENT, LP trimmed265,056$13M0.1%2026-Q1
Capital World Investors added8,354,084$404M3.9%2025-Q2 stale
WELLINGTON MANAGEMENT GROUP LLP trimmed2,928,047$142M1.4%2025-Q4 stale
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added1,938,207$94M0.9%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed1,200,571$58M0.6%2025-Q4 stale
Pacer Advisors, Inc. added876,679$49M0.5%2025-Q1 stale
Callodine Capital Management, LP added698,046$33M0.3%2025-Q3 stale
Hudson Bay Capital Management LP added580,050$28M0.3%2025-Q4 stale
ADAGE CAPITAL PARTNERS GP, L.L.C. added504,671$28M0.3%2025-Q1 stale
First Eagle Investment Management, LLC trimmed355,667$17M0.2%2025-Q2 stale
Zimmer Partners, LP trimmed342,200$17M0.2%2025-Q2 stale
Point72 Asset Management, L.P. trimmed331,765$16M0.2%2025-Q4 stale
TD Asset Management Inc added337,539$16M0.2%2025-Q3 stale
Point72 Europe (London) LLP added270,799$13M0.1%2025-Q3 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.

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