Who owns SOC (SOC)
Which tracked institutional funds hold SOC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SOC 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
The tracked-fund tape on SOC is one-sided between 2025-Q4 and 2026-Q1: 102 added or opened and 29 trimmed or exited — on balance accumulating.
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
SOC’s largest tracked holder by dollar value, PILGRIM GLOBAL ADVISORS LLC, sizes it at 38.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 38.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SOC 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 222 tracked filers holding SOC, 138 increased or opened the position and 102 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 SOC 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$90M
- Capital World Investors$39M
- VANGUARD PORTFOLIO MANAGEMENT LLC$31M
- BOOTHBAY FUND MANAGEMENT, LLC$24M
- VANGUARD FIDUCIARY TRUST CO$14M
- HITE Hedge Asset Management LLC$12M
Full exits 15
- VANGUARD GROUP INC$60M
- Thomist Capital Management, LP$21M
- Caption Management, LLC$14M
- Pertento Partners LLP$10M
- NORGES BANK$7M
- Yaupon Capital Management LP$4M
Largest adds
- CONTINENTAL GENERAL INSURANCE CO$221M
- PILGRIM GLOBAL ADVISORS LLC$137M
- Encompass Capital Advisors LLC$101M
- BlackRock, Inc.$94M
- Two Seas Capital LP$75M
- MORGAN STANLEY$73M
Largest trims
- Alyeska Investment Group, L.P.$56M
- CITADEL ADVISORS LLC$9M
- TWO SIGMA INVESTMENTS, LP$4M
- NOMURA HOLDINGS INC$2M
- GROUP ONE TRADING LLC$2M
- BARCLAYS PLC$2M
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 |
|---|---|---|---|---|
| PILGRIM GLOBAL ADVISORS LLC | 18,206,121 | $301M | 11.8% | 2026-Q1 |
| CONTINENTAL GENERAL INSURANCE CO added | 13,705,110 | $226M | 8.8% | 2026-Q1 |
| Encompass Capital Advisors LLC trimmed | 13,448,741 | $222M | 8.7% | 2026-Q1 |
| BlackRock, Inc. added | 9,358,953 | $155M | 6.0% | 2026-Q1 |
| Capital International Investors trimmed | 7,568,826 | $125M | 4.9% | 2026-Q1 |
| MORGAN STANLEY added | 7,274,002 | $120M | 4.7% | 2026-Q1 |
| FourWorld Capital Management LLC trimmed | 7,212,733 | $119M | 4.7% | 2026-Q1 |
| Two Seas Capital LP added | 5,496,711 | $91M | 3.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,470,671 | $90M | 3.5% | 2026-Q1 |
| STATE STREET CORP added | 4,611,162 | $76M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,961,864 | $49M | 1.9% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 2,689,789 | $44M | 1.7% | 2026-Q1 |
| Capital World Investors new | 2,364,101 | $39M | 1.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 2,206,210 | $36M | 1.4% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. added | 2,129,105 | $35M | 1.4% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 2,043,438 | $34M | 1.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,917,843 | $32M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,915,423 | $32M | 1.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,889,196 | $31M | 1.2% | 2026-Q1 |
| Whitefort Capital Management, LP trimmed | 1,544,793 | $26M | 1.0% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 1,466,289 | $24M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 1,371,722 | $23M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,295,085 | $21M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,059,475 | $19M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,016,407 | $17M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,014,972 | $17M | 0.7% | 2026-Q1 |
| GM Advisory Group, LLC | 1,000,000 | $17M | 0.6% | 2026-Q1 |
| Aventail Capital Group, LP trimmed | 991,661 | $16M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 857,397 | $14M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 743,596 | $12M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 730,518 | $12M | 0.5% | 2026-Q1 |
| HITE Hedge Asset Management LLC new | 714,307 | $12M | 0.5% | 2026-Q1 |
| PLUSTICK MANAGEMENT LLC added | 675,000 | $11M | 0.4% | 2026-Q1 |
| Trexquant Investment LP trimmed | 473,509 | $8M | 0.3% | 2026-Q1 |
| Philadelphia Financial Management of San Francisco, LLC added | 453,722 | $7M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 399,150 | $7M | 0.3% | 2026-Q1 |
| Purpose Unlimited Inc. added | 394,243 | $7M | 0.3% | 2026-Q1 |
| Weiss Asset Management LP | 328,195 | $5M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 323,743 | $5M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 312,869 | $5M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 266,200 | $4M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 263,750 | $4M | 0.2% | 2026-Q1 |
| Kore Advisors LP added | 257,152 | $4M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 207,397 | $3M | 0.1% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP added | 201,352 | $3M | 0.1% | 2026-Q1 |
| Swiss National Bank | 200,000 | $3M | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC added | 192,079 | $3M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 173,390 | $3M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 166,700 | $3M | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 152,023 | $3M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 149,025 | $2M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 143,842 | $2M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 137,617 | $2M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 130,965 | $2M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 130,474 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 125,362 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 124,396 | $2M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 121,708 | $2M | 0.1% | 2026-Q1 |
| CLOUGH CAPITAL PARTNERS L P trimmed | 119,430 | $2M | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 116,509 | $2M | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 114,378 | $2M | 0.1% | 2026-Q1 |
| WINTON GROUP Ltd added | 113,375 | $2M | 0.1% | 2026-Q1 |
| EASTERLY INVESTMENT PARTNERS LLC trimmed | 110,000 | $2M | 0.1% | 2026-Q1 |
| COOPER CREEK PARTNERS MANAGEMENT LLC added | 4,102,268 | $72M | 2.8% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 6,621,765 | $60M | 2.3% | 2025-Q4 stale |
| Himalaya Capital Management LLC | 1,343,000 | $23M | 0.9% | 2025-Q3 stale |
| Thomist Capital Management, LP added | 1,818,181 | $21M | 0.8% | 2025-Q4 stale |
| Caption Management, LLC added | 1,512,347 | $14M | 0.5% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 485,291 | $12M | 0.5% | 2025-Q1 stale |
| EMERALD ADVISERS, LLC trimmed | 587,376 | $10M | 0.4% | 2025-Q3 stale |
| Pertento Partners LLP new | 1,107,901 | $10M | 0.4% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 329,545 | $8M | 0.3% | 2025-Q1 stale |
| SummitTX Capital, L.P. new | 356,100 | $8M | 0.3% | 2025-Q2 stale |
| Harraden Circle Investments, LLC new | 300,962 | $8M | 0.3% | 2025-Q1 stale |
| NORGES BANK new | 806,300 | $7M | 0.3% | 2025-Q4 stale |
| RR Advisors, LLC | 270,000 | $7M | 0.3% | 2025-Q1 stale |
| HAP Trading, LLC new | 388,524 | $7M | 0.3% | 2025-Q3 stale |
| ANTIPODES PARTNERS Ltd new | 364,050 | $7M | 0.3% | 2025-Q3 stale |
| Saba Capital Management, L.P. | 291,402 | $6M | 0.3% | 2025-Q2 stale |
| BLUEFIN CAPITAL MANAGEMENT, LLC added | 357,731 | $6M | 0.2% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 272,000 | $6M | 0.2% | 2025-Q2 stale |
| Greenhaven Road Investment Management, L.P. trimmed | 289,345 | $5M | 0.2% | 2025-Q3 stale |
| 683 Capital Management, LLC added | 225,000 | $5M | 0.2% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC added | 187,593 | $5M | 0.2% | 2025-Q1 stale |
| Trek Financial, LLC added | 266,422 | $5M | 0.2% | 2025-Q3 stale |
| RedJay Asset Management Inc. added | 200,000 | $4M | 0.2% | 2025-Q2 stale |
| Yost Capital Management, LP | 167,504 | $4M | 0.2% | 2025-Q1 stale |
| Yaupon Capital Management LP added | 449,215 | $4M | 0.2% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL added | 127,343 | $3M | 0.1% | 2025-Q1 stale |
| Quantbot Technologies LP added | 168,043 | $3M | 0.1% | 2025-Q3 stale |
| CenterBook Partners LP added | 164,013 | $3M | 0.1% | 2025-Q3 stale |
| Jump Financial, LLC added | 276,717 | $2M | 0.1% | 2025-Q4 stale |
| Merewether Investment Management, LP trimmed | 138,800 | $2M | 0.1% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 138,304 | $2M | 0.1% | 2025-Q3 stale |
| Union Square Park Capital Management, LLC new | 136,500 | $2M | 0.1% | 2025-Q3 stale |
| Keeley-Teton Advisors, LLC trimmed | 93,031 | $2M | 0.1% | 2025-Q1 stale |
| SCOGGIN MANAGEMENT LP trimmed | 250,000 | $2M | 0.1% | 2025-Q4 stale |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC added | 88,436 | $2M | 0.1% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC added | 116,196 | $2M | 0.1% | 2025-Q3 stale |
| Cruiser Capital Advisors, LLC trimmed | 500 | $2M | 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.