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Institutional Ownership · SEC Form 13F

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.

222
Institutional holders
137,471,293
Shares held (tracked funds)
94.8%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
PILGRIM GLOBAL ADVISORS LLC18,206,121$301M11.8%2026-Q1
CONTINENTAL GENERAL INSURANCE CO added13,705,110$226M8.8%2026-Q1
Encompass Capital Advisors LLC trimmed13,448,741$222M8.7%2026-Q1
BlackRock, Inc. added9,358,953$155M6.0%2026-Q1
Capital International Investors trimmed7,568,826$125M4.9%2026-Q1
MORGAN STANLEY added7,274,002$120M4.7%2026-Q1
FourWorld Capital Management LLC trimmed7,212,733$119M4.7%2026-Q1
Two Seas Capital LP added5,496,711$91M3.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new5,470,671$90M3.5%2026-Q1
STATE STREET CORP added4,611,162$76M3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,961,864$49M1.9%2026-Q1
Alyeska Investment Group, L.P. trimmed2,689,789$44M1.7%2026-Q1
Capital World Investors new2,364,101$39M1.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added2,206,210$36M1.4%2026-Q1
BW Gestao de Investimentos Ltda. added2,129,105$35M1.4%2026-Q1
Verition Fund Management LLC trimmed2,043,438$34M1.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed1,917,843$32M1.2%2026-Q1
GOLDMAN SACHS GROUP INC added1,915,423$32M1.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,889,196$31M1.2%2026-Q1
Whitefort Capital Management, LP trimmed1,544,793$26M1.0%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC new1,466,289$24M0.9%2026-Q1
UBS Group AG trimmed1,371,722$23M0.9%2026-Q1
BANK OF AMERICA CORP /DE/ added1,295,085$21M0.8%2026-Q1
JPMORGAN CHASE & CO added1,059,475$19M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,016,407$17M0.7%2026-Q1
NORTHERN TRUST CORP added1,014,972$17M0.7%2026-Q1
GM Advisory Group, LLC1,000,000$17M0.6%2026-Q1
Aventail Capital Group, LP trimmed991,661$16M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new857,397$14M0.6%2026-Q1
CITADEL ADVISORS LLC trimmed743,596$12M0.5%2026-Q1
LPL Financial LLC added730,518$12M0.5%2026-Q1
HITE Hedge Asset Management LLC new714,307$12M0.5%2026-Q1
PLUSTICK MANAGEMENT LLC added675,000$11M0.4%2026-Q1
Trexquant Investment LP trimmed473,509$8M0.3%2026-Q1
Philadelphia Financial Management of San Francisco, LLC added453,722$7M0.3%2026-Q1
Nuveen, LLC added399,150$7M0.3%2026-Q1
Purpose Unlimited Inc. added394,243$7M0.3%2026-Q1
Weiss Asset Management LP328,195$5M0.2%2026-Q1
Bank of New York Mellon Corp added323,743$5M0.2%2026-Q1
Invesco Ltd. added312,869$5M0.2%2026-Q1
D. E. Shaw & Co., Inc. added266,200$4M0.2%2026-Q1
Rockefeller Capital Management L.P. added263,750$4M0.2%2026-Q1
Kore Advisors LP added257,152$4M0.2%2026-Q1
BARCLAYS PLC trimmed207,397$3M0.1%2026-Q1
MIRABELLA FINANCIAL SERVICES LLP added201,352$3M0.1%2026-Q1
Swiss National Bank200,000$3M0.1%2026-Q1
IMC-Chicago, LLC added192,079$3M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added173,390$3M0.1%2026-Q1
HRT FINANCIAL LP trimmed166,700$3M0.1%2026-Q1
Man Group plc trimmed152,023$3M0.1%2026-Q1
Rafferty Asset Management, LLC trimmed149,025$2M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added143,842$2M0.1%2026-Q1
CAPITAL FUND MANAGEMENT S.A. added137,617$2M0.1%2026-Q1
RHUMBLINE ADVISERS added130,965$2M0.1%2026-Q1
XTX Topco Ltd added130,474$2M0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed125,362$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added124,396$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added121,708$2M0.1%2026-Q1
CLOUGH CAPITAL PARTNERS L P trimmed119,430$2M0.1%2026-Q1
SIMPLEX TRADING, LLC trimmed116,509$2M0.1%2026-Q1
GROUP ONE TRADING LLC trimmed114,378$2M0.1%2026-Q1
WINTON GROUP Ltd added113,375$2M0.1%2026-Q1
EASTERLY INVESTMENT PARTNERS LLC trimmed110,000$2M0.1%2026-Q1
COOPER CREEK PARTNERS MANAGEMENT LLC added4,102,268$72M2.8%2025-Q3 stale
VANGUARD GROUP INC added6,621,765$60M2.3%2025-Q4 stale
Himalaya Capital Management LLC1,343,000$23M0.9%2025-Q3 stale
Thomist Capital Management, LP added1,818,181$21M0.8%2025-Q4 stale
Caption Management, LLC added1,512,347$14M0.5%2025-Q4 stale
Driehaus Capital Management LLC trimmed485,291$12M0.5%2025-Q1 stale
EMERALD ADVISERS, LLC trimmed587,376$10M0.4%2025-Q3 stale
Pertento Partners LLP new1,107,901$10M0.4%2025-Q4 stale
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed329,545$8M0.3%2025-Q1 stale
SummitTX Capital, L.P. new356,100$8M0.3%2025-Q2 stale
Harraden Circle Investments, LLC new300,962$8M0.3%2025-Q1 stale
NORGES BANK new806,300$7M0.3%2025-Q4 stale
RR Advisors, LLC270,000$7M0.3%2025-Q1 stale
HAP Trading, LLC new388,524$7M0.3%2025-Q3 stale
ANTIPODES PARTNERS Ltd new364,050$7M0.3%2025-Q3 stale
Saba Capital Management, L.P.291,402$6M0.3%2025-Q2 stale
BLUEFIN CAPITAL MANAGEMENT, LLC added357,731$6M0.2%2025-Q3 stale
RENAISSANCE TECHNOLOGIES LLC added272,000$6M0.2%2025-Q2 stale
Greenhaven Road Investment Management, L.P. trimmed289,345$5M0.2%2025-Q3 stale
683 Capital Management, LLC added225,000$5M0.2%2025-Q2 stale
AMERIPRISE FINANCIAL INC added187,593$5M0.2%2025-Q1 stale
Trek Financial, LLC added266,422$5M0.2%2025-Q3 stale
RedJay Asset Management Inc. added200,000$4M0.2%2025-Q2 stale
Yost Capital Management, LP167,504$4M0.2%2025-Q1 stale
Yaupon Capital Management LP added449,215$4M0.2%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL added127,343$3M0.1%2025-Q1 stale
Quantbot Technologies LP added168,043$3M0.1%2025-Q3 stale
CenterBook Partners LP added164,013$3M0.1%2025-Q3 stale
Jump Financial, LLC added276,717$2M0.1%2025-Q4 stale
Merewether Investment Management, LP trimmed138,800$2M0.1%2025-Q3 stale
Qube Research & Technologies Ltd added138,304$2M0.1%2025-Q3 stale
Union Square Park Capital Management, LLC new136,500$2M0.1%2025-Q3 stale
Keeley-Teton Advisors, LLC trimmed93,031$2M0.1%2025-Q1 stale
SCOGGIN MANAGEMENT LP trimmed250,000$2M0.1%2025-Q4 stale
JOSH ARNOLD INVESTMENT CONSULTANT, LLC added88,436$2M0.1%2025-Q1 stale
WOLVERINE TRADING, LLC added116,196$2M0.1%2025-Q3 stale
Cruiser Capital Advisors, LLC trimmed500$2M0.1%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.

Learn how to read institutional ownership