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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DODGE & COX trimmed | 29,504,632 | $1.4B | 13.9% | 2026-Q1 |
| MORGAN STANLEY added | 12,511,867 | $603M | 5.9% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 11,442,163 | $551M | 5.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 9,484,350 | $457M | 4.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 7,165,193 | $345M | 3.4% | 2026-Q1 |
| Invesco Ltd. added | 6,558,972 | $316M | 3.1% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 5,887,466 | $284M | 2.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,600,731 | $262M | 2.6% | 2026-Q1 |
| Mondrian Investment Partners LTD added | 5,040,065 | $243M | 2.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 4,754,359 | $229M | 2.2% | 2026-Q1 |
| FMR LLC added | 4,010,145 | $193M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,861,894 | $186M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,812,745 | $184M | 1.8% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 3,723,100 | $179M | 1.8% | 2026-Q1 |
| Boston Partners trimmed | 3,599,284 | $173M | 1.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 3,440,654 | $166M | 1.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,415,115 | $165M | 1.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,183,600 | $153M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,155,080 | $152M | 1.5% | 2026-Q1 |
| EQUITY INVESTMENT CORP added | 2,663,054 | $128M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,582,456 | $124M | 1.2% | 2026-Q1 |
| Regal Partners Ltd added | 2,545,432 | $123M | 1.2% | 2026-Q1 |
| BARCLAYS PLC added | 2,356,559 | $114M | 1.1% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 2,306,229 | $111M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,277,939 | $110M | 1.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 2,223,301 | $107M | 1.0% | 2026-Q1 |
| LPL Financial LLC added | 2,206,237 | $106M | 1.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,148,014 | $103M | 1.0% | 2026-Q1 |
| DAVENPORT & Co LLC added | 2,094,962 | $100M | 1.0% | 2026-Q1 |
| Nuveen, LLC added | 1,911,226 | $92M | 0.9% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,830,115 | $88M | 0.9% | 2026-Q1 |
| Capital Research Global Investors added | 1,661,837 | $80M | 0.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,613,375 | $78M | 0.8% | 2026-Q1 |
| NICHOLAS COMPANY, INC. trimmed | 1,498,990 | $72M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,487,970 | $72M | 0.7% | 2026-Q1 |
| Vestal Point Capital, LP added | 1,400,000 | $67M | 0.7% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,297,714 | $63M | 0.6% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 1,194,305 | $58M | 0.6% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 1,064,516 | $51M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,028,639 | $50M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 983,846 | $47M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 866,773 | $42M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 833,780 | $40M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 812,970 | $38M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 783,348 | $38M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 775,423 | $37M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 767,835 | $37M | 0.4% | 2026-Q1 |
| Newport Trust Company, LLC trimmed | 737,978 | $36M | 0.3% | 2026-Q1 |
| TODD ASSET MANAGEMENT LLC trimmed | 683,482 | $33M | 0.3% | 2026-Q1 |
| MANAGED ASSET PORTFOLIOS, LLC added | 678,376 | $33M | 0.3% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 678,092 | $32M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 642,277 | $31M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 629,184 | $30M | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC added | 622,613 | $30M | 0.3% | 2026-Q1 |
| Willis Investment Counsel | 604,000 | $29M | 0.3% | 2026-Q1 |
| Cullen Capital Management, LLC added | 593,301 | $29M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 588,729 | $28M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 562,921 | $27M | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 534,492 | $26M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 527,185 | $25M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 509,464 | $25M | 0.2% | 2026-Q1 |
| BECKER CAPITAL MANAGEMENT INC trimmed | 496,394 | $24M | 0.2% | 2026-Q1 |
| Optiver Holding B.V. added | 493,829 | $24M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 467,759 | $23M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 464,569 | $22M | 0.2% | 2026-Q1 |
| Aberdeen Group plc trimmed | 457,921 | $22M | 0.2% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 443,390 | $21M | 0.2% | 2026-Q1 |
| Creative Planning added | 434,104 | $21M | 0.2% | 2026-Q1 |
| M&T Bank Corp added | 426,657 | $21M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 403,774 | $19M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 396,709 | $19M | 0.2% | 2026-Q1 |
| GRANDFIELD & DODD, LLC added | 387,230 | $19M | 0.2% | 2026-Q1 |
| CSM Advisors, LLC trimmed | 363,425 | $18M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 361,561 | $17M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 351,952 | $17M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 325,758 | $16M | 0.2% | 2026-Q1 |
| Krensavage Asset Management, LLC | 323,946 | $16M | 0.2% | 2026-Q1 |
| ADAR1 Capital Management, LLC added | 316,939 | $15M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 304,760 | $15M | 0.1% | 2026-Q1 |
| ARMISTICE CAPITAL, LLC trimmed | 300,000 | $14M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 283,918 | $14M | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 273,346 | $13M | 0.1% | 2026-Q1 |
| FOUNDATION RESOURCE MANAGEMENT INC added | 273,137 | $13M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 271,501 | $13M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 271,089 | $13M | 0.1% | 2026-Q1 |
| SPHERA FUNDS MANAGEMENT LTD. added | 269,515 | $13M | 0.1% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP trimmed | 265,056 | $13M | 0.1% | 2026-Q1 |
| Capital World Investors added | 8,354,084 | $404M | 3.9% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,928,047 | $142M | 1.4% | 2025-Q4 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 1,938,207 | $94M | 0.9% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 1,200,571 | $58M | 0.6% | 2025-Q4 stale |
| Pacer Advisors, Inc. added | 876,679 | $49M | 0.5% | 2025-Q1 stale |
| Callodine Capital Management, LP added | 698,046 | $33M | 0.3% | 2025-Q3 stale |
| Hudson Bay Capital Management LP added | 580,050 | $28M | 0.3% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 504,671 | $28M | 0.3% | 2025-Q1 stale |
| First Eagle Investment Management, LLC trimmed | 355,667 | $17M | 0.2% | 2025-Q2 stale |
| Zimmer Partners, LP trimmed | 342,200 | $17M | 0.2% | 2025-Q2 stale |
| Point72 Asset Management, L.P. trimmed | 331,765 | $16M | 0.2% | 2025-Q4 stale |
| TD Asset Management Inc added | 337,539 | $16M | 0.2% | 2025-Q3 stale |
| Point72 Europe (London) LLP added | 270,799 | $13M | 0.1% | 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.
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.