Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
The tracked-fund tape on SNY is one-sided between 2026-Q1 and 2026-Q2: 70 added or opened and 230 trimmed or exited — on balance reducing.
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 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 679 tracked filers holding SNY, 294 increased or opened the position and 428 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 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 30
- Point72 Asset Management, L.P.$35M
- Qube Research & Technologies Ltd$27M
- Jupiter Topco LLC$19M
- LOGAN CAPITAL MANAGEMENT INC$11M
- JANE STREET GROUP, LLC$10M
- Bridgewater Associates, LP$9M
Full exits 49
- NATIXIS ADVISORS, LLC$42M
- JANUS HENDERSON GROUP PLC$31M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$21M
- CSM Advisors, LLC$18M
- Krensavage Asset Management, LLC$16M
- Janney Montgomery Scott LLC$14M
Largest adds
- BALYASNY ASSET MANAGEMENT L.P.$62M
- ARMISTICE CAPITAL, LLC$31M
- UBS Group AG$25M
- JPMORGAN CHASE & CO$24M
- Vestal Point Capital, LP$18M
- Federation des caisses Desjardins du Quebec$18M
Largest trims
- FRANKLIN RESOURCES INC$338M
- DODGE & COX$223M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$169M
- MORGAN STANLEY$146M
- BANK OF AMERICA CORP /DE/$115M
- Fisher Asset Management, LLC$98M
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 |
|---|---|---|---|---|
| DODGE & COX trimmed | 28,088,274 | $1.2B | 16.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 10,702,527 | $457M | 6.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 10,627,088 | $453M | 6.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,008,572 | $342M | 4.6% | 2026-Q2 |
| Invesco Ltd. added | 6,798,961 | $290M | 3.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,573,682 | $285M | 3.8% | 2026-Q2 |
| Mondrian Investment Partners LTD added | 5,522,564 | $236M | 3.1% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 4,136,417 | $176M | 2.4% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 3,849,802 | $164M | 2.2% | 2026-Q2 |
| Boston Partners added | 3,844,844 | $164M | 2.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 3,727,890 | $159M | 2.1% | 2026-Q2 |
| FMR LLC trimmed | 3,678,422 | $157M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,402,765 | $145M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,273,820 | $140M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,212,810 | $137M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,170,755 | $135M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,994,745 | $128M | 1.7% | 2026-Q2 |
| BARCLAYS PLC added | 2,683,902 | $114M | 1.5% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 2,680,973 | $114M | 1.5% | 2026-Q2 |
| Regal Partners Ltd added | 2,653,974 | $113M | 1.5% | 2026-Q2 |
| EQUITY INVESTMENT CORP trimmed | 2,601,971 | $111M | 1.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,405,640 | $103M | 1.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,205,301 | $94M | 1.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,128,391 | $91M | 1.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 2,112,012 | $90M | 1.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 2,001,451 | $86M | 1.1% | 2026-Q2 |
| Vestal Point Capital, LP added | 2,000,000 | $85M | 1.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,936,502 | $83M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,852,207 | $79M | 1.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 1,835,859 | $78M | 1.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,824,428 | $78M | 1.0% | 2026-Q2 |
| UBS Group AG added | 1,693,442 | $72M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,690,344 | $72M | 1.0% | 2026-Q2 |
| Capital Research Global Investors added | 1,677,399 | $72M | 1.0% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 1,222,650 | $53M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,095,251 | $47M | 0.6% | 2026-Q2 |
| ARMISTICE CAPITAL, LLC added | 1,064,000 | $45M | 0.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 877,020 | $37M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 873,273 | $37M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 820,078 | $35M | 0.5% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC trimmed | 804,056 | $34M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 771,821 | $33M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 763,654 | $33M | 0.4% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 696,331 | $30M | 0.4% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC trimmed | 674,143 | $29M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 637,703 | $27M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 634,794 | $27M | 0.4% | 2026-Q2 |
| Cullen Capital Management, LLC added | 615,593 | $26M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 608,746 | $26M | 0.3% | 2026-Q2 |
| Willis Investment Counsel trimmed | 602,300 | $26M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 580,182 | $25M | 0.3% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 511,736 | $22M | 0.3% | 2026-Q2 |
| MANAGED ASSET PORTFOLIOS, LLC trimmed | 504,024 | $22M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 479,078 | $20M | 0.3% | 2026-Q2 |
| Aberdeen Group plc added | 471,254 | $20M | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 469,285 | $20M | 0.3% | 2026-Q2 |
| M&T Bank Corp added | 455,290 | $19M | 0.3% | 2026-Q2 |
| Creative Planning added | 450,438 | $19M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 445,400 | $19M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 438,812 | $19M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 416,308 | $18M | 0.2% | 2026-Q2 |
| GRANDFIELD & DODD, LLC trimmed | 384,643 | $16M | 0.2% | 2026-Q2 |
| Sio Capital Management, LLC added | 364,200 | $16M | 0.2% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC trimmed | 346,469 | $15M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 339,551 | $14M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 338,674 | $14M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 336,168 | $14M | 0.2% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP added | 329,779 | $14M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 307,977 | $13M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 302,497 | $13M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 302,447 | $13M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 291,601 | $12M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 285,165 | $12M | 0.2% | 2026-Q2 |
| FOUNDATION RESOURCE MANAGEMENT INC added | 274,452 | $12M | 0.2% | 2026-Q2 |
| SPHERA FUNDS MANAGEMENT LTD. | 269,515 | $11M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 266,372 | $11M | 0.2% | 2026-Q2 |
| LOGAN CAPITAL MANAGEMENT INC added | 258,642 | $11M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 258,125 | $11M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 246,181 | $11M | 0.1% | 2026-Q2 |
| Altrius Capital Management Inc added | 238,747 | $10M | 0.1% | 2026-Q2 |
| EASTERLY INVESTMENT PARTNERS LLC added | 235,126 | $10M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 228,048 | $10M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 223,048 | $10M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 219,429 | $9M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 218,432 | $9M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 217,874 | $9M | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 214,142 | $9M | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 211,011 | $9M | 0.1% | 2026-Q2 |
| Goodman Financial Corp added | 208,841 | $9M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 208,009 | $9M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP new | 206,873 | $9M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 198,209 | $8M | 0.1% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 195,567 | $8M | 0.1% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ added | 193,917 | $8M | 0.1% | 2026-Q2 |
| Guardian Partners Inc. trimmed | 181,975 | $8M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 176,479 | $8M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 165,289 | $7M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 159,684 | $7M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 159,361 | $7M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 149,234 | $6M | 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.