Who owns SON (SON)
Which tracked institutional funds hold SON, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SON 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 SON is one-sided between 2025-Q4 and 2026-Q1: 182 added or opened and 47 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
SON’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SON more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SON 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 491 tracked filers holding SON, 268 increased or opened the position and 194 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 SON 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 27
- VANGUARD PORTFOLIO MANAGEMENT LLC$258M
- VANGUARD CAPITAL MANAGEMENT LLC$240M
- VANGUARD FIDUCIARY TRUST CO$33M
- McGowan Group Asset Management, Inc.$16M
- Vanguard Global Advisers, LLC$6M
- Beck Bode, LLC$6M
Full exits 18
- VANGUARD GROUP INC$423M
- DEPRINCE RACE & ZOLLO INC$29M
- OLD REPUBLIC INTERNATIONAL CORP$25M
- Concentric Capital Strategies, LP$13M
- KETTLE HILL CAPITAL MANAGEMENT, LLC$6M
- COMERICA BANK$6M
Largest adds
- FULLER & THALER ASSET MANAGEMENT, INC.$62M
- BlackRock, Inc.$61M
- BANK OF AMERICA CORP /DE/$58M
- LSV ASSET MANAGEMENT$45M
- DIMENSIONAL FUND ADVISORS LP$43M
- STATE STREET CORP$41M
Largest trims
- Squarepoint Ops LLC$33M
- Invenomic Capital Management LP$14M
- SG Americas Securities, LLC$14M
- COOPER CREEK PARTNERS MANAGEMENT LLC$12M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$9M
- CITADEL ADVISORS LLC$8M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 10,001,229 | $541M | 11.2% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 5,913,788 | $320M | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,778,458 | $258M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,441,221 | $240M | 5.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 4,219,719 | $228M | 4.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,931,180 | $213M | 4.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,312,638 | $179M | 3.7% | 2026-Q1 |
| EARNEST PARTNERS LLC added | 2,586,388 | $140M | 2.9% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 2,086,499 | $113M | 2.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 2,062,005 | $111M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,958,999 | $106M | 2.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,604,979 | $87M | 1.8% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,497,108 | $81M | 1.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,156,427 | $63M | 1.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,143,580 | $62M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,116,918 | $60M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,107,035 | $60M | 1.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 995,739 | $54M | 1.1% | 2026-Q1 |
| FMR LLC added | 946,513 | $51M | 1.1% | 2026-Q1 |
| NORGES BANK trimmed | 1,080,112 | $51M | 1.1% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 855,747 | $46M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 827,368 | $45M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 810,675 | $44M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 809,742 | $44M | 0.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 732,088 | $40M | 0.8% | 2026-Q1 |
| COOPER CREEK PARTNERS MANAGEMENT LLC trimmed | 695,816 | $38M | 0.8% | 2026-Q1 |
| Gotham Asset Management, LLC added | 686,271 | $37M | 0.8% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 671,598 | $36M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 642,963 | $35M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 612,286 | $33M | 0.7% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 601,871 | $33M | 0.7% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 534,494 | $29M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 468,806 | $25M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 461,459 | $25M | 0.5% | 2026-Q1 |
| Invenomic Capital Management LP trimmed | 439,725 | $24M | 0.5% | 2026-Q1 |
| UBS Group AG added | 439,322 | $24M | 0.5% | 2026-Q1 |
| Charter Oak Advisors LP added | 437,287 | $24M | 0.5% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 426,163 | $23M | 0.5% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 411,596 | $22M | 0.5% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 403,630 | $22M | 0.5% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 386,591 | $21M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 380,742 | $21M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 375,384 | $20M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 364,594 | $20M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 358,717 | $19M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 354,234 | $19M | 0.4% | 2026-Q1 |
| ARGA Investment Management, LP added | 347,853 | $19M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 334,875 | $18M | 0.4% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 328,972 | $18M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 323,299 | $17M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 322,178 | $17M | 0.4% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 311,777 | $17M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 314,480 | $17M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 307,164 | $17M | 0.3% | 2026-Q1 |
| SPEECE THORSON CAPITAL GROUP INC trimmed | 306,637 | $17M | 0.3% | 2026-Q1 |
| McGowan Group Asset Management, Inc. new | 294,671 | $16M | 0.3% | 2026-Q1 |
| Access Investment Management LLC added | 289,855 | $16M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 270,710 | $15M | 0.3% | 2026-Q1 |
| Meiji Yasuda Asset Management Co Ltd. added | 242,092 | $13M | 0.3% | 2026-Q1 |
| Meadow Creek Wealth Advisors LLC | 238,986 | $13M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 220,166 | $12M | 0.2% | 2026-Q1 |
| Midwest Trust Co added | 219,379 | $12M | 0.2% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 217,335 | $12M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 212,310 | $11M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 195,200 | $11M | 0.2% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 191,055 | $10M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 188,714 | $10M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 185,297 | $10M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 182,726 | $10M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 178,725 | $10M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 217,395 | $9M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 174,467 | $9M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 173,123 | $9M | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 167,679 | $9M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 155,000 | $8M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 146,910 | $8M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 146,740 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 145,303 | $8M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 133,924 | $7M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 132,375 | $7M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 126,617 | $7M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 121,807 | $7M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 120,919 | $7M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 117,763 | $6M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 113,753 | $6M | 0.1% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 113,304 | $6M | 0.1% | 2026-Q1 |
| Beck Bode, LLC added | 110,036 | $6M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 106,963 | $6M | 0.1% | 2026-Q1 |
| SALEM INVESTMENT COUNSELORS INC trimmed | 105,572 | $6M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 9,688,544 | $423M | 8.8% | 2025-Q4 stale |
| DEPRINCE RACE & ZOLLO INC trimmed | 655,339 | $29M | 0.6% | 2025-Q4 stale |
| MACQUARIE GROUP LTD added | 594,592 | $26M | 0.5% | 2025-Q3 stale |
| OLD REPUBLIC INTERNATIONAL CORP trimmed | 576,700 | $25M | 0.5% | 2025-Q4 stale |
| Concentric Capital Strategies, LP added | 289,417 | $13M | 0.3% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC trimmed | 225,360 | $11M | 0.2% | 2025-Q1 stale |
| STEADFAST CAPITAL MANAGEMENT LP new | 201,000 | $9M | 0.2% | 2025-Q3 stale |
| SG Capital Management LLC added | 187,881 | $8M | 0.2% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 166,899 | $8M | 0.2% | 2025-Q1 stale |
| KETTLE HILL CAPITAL MANAGEMENT, LLC new | 137,805 | $6M | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 127,075 | $6M | 0.1% | 2025-Q4 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.