Who owns SPHR
Which tracked institutional funds hold SPHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPHR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
SPHR’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 SPHR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPHR 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, we do not read how tracked institutions changed their SPHR positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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
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 |
|---|---|---|---|---|
| CARRONADE CAPITAL MANAGEMENT, LP added | 21,384,000 | $104M | 1.7% | 2026-Q2 |
| BlackRock, Inc. added | 4,080,043 | $706M | 11.8% | 2026-Q2 |
| Jericho Capital Asset Management L.P. | 2,605,615 | $451M | 7.5% | 2026-Q2 |
| MORGAN STANLEY added | 2,474,769 | $428M | 7.1% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC trimmed | 1,665,326 | $288M | 4.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,515,158 | $262M | 4.4% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC new | 1,358,321 | $235M | 3.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,184,648 | $205M | 3.4% | 2026-Q2 |
| STATE STREET CORP added | 1,081,969 | $187M | 3.1% | 2026-Q2 |
| FMR LLC added | 968,991 | $168M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 904,008 | $156M | 2.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 891,801 | $154M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 784,997 | $136M | 2.3% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 765,913 | $133M | 2.2% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC trimmed | 557,742 | $97M | 1.6% | 2026-Q2 |
| STEADFAST CAPITAL MANAGEMENT LP trimmed | 550,661 | $95M | 1.6% | 2026-Q2 |
| Castle Hook Partners LP new | 522,039 | $90M | 1.5% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 507,030 | $88M | 1.5% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 479,164 | $83M | 1.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 426,141 | $74M | 1.2% | 2026-Q2 |
| Assenagon Asset Management S.A. new | 406,875 | $70M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 377,912 | $65M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 372,230 | $64M | 1.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC new | 361,440 | $63M | 1.0% | 2026-Q2 |
| Contour Asset Management LLC new | 354,482 | $61M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 336,009 | $58M | 1.0% | 2026-Q2 |
| Invesco Ltd. added | 324,441 | $56M | 0.9% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 289,748 | $50M | 0.8% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 264,677 | $46M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 255,935 | $44M | 0.7% | 2026-Q2 |
| NORGES BANK added | 249,365 | $43M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 246,506 | $43M | 0.7% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 243,926 | $42M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 243,263 | $42M | 0.7% | 2026-Q2 |
| Nearwater Capital Markets, Ltd trimmed | 229,200 | $40M | 0.7% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 226,287 | $39M | 0.7% | 2026-Q2 |
| Islander Capital Partners, L.P. | 220,028 | $38M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 213,739 | $37M | 0.6% | 2026-Q2 |
| Artemis Investment Management LLP new | 204,606 | $35M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 190,239 | $33M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 188,390 | $33M | 0.5% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 186,713 | $32M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 178,850 | $31M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 177,987 | $31M | 0.5% | 2026-Q2 |
| O'Keefe Stevens Advisory, Inc. added | 169,033 | $29M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 161,978 | $28M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 161,605 | $28M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 158,765 | $27M | 0.5% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 151,708 | $26M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 130,026 | $22M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 126,792 | $22M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 118,167 | $20M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 117,100 | $20M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 114,770 | $20M | 0.3% | 2026-Q2 |
| Nicholas Investment Partners, LP added | 114,396 | $20M | 0.3% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 114,158 | $20M | 0.3% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 114,045 | $20M | 0.3% | 2026-Q2 |
| MANE GLOBAL CAPITAL MANAGEMENT LP trimmed | 112,463 | $19M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 106,311 | $18M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 103,456 | $18M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 101,859 | $18M | 0.3% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC trimmed | 99,300 | $17M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 97,504 | $17M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 88,279 | $15M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 86,791 | $15M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 85,620 | $15M | 0.2% | 2026-Q2 |
| Washington Trust Advisors, Inc. trimmed | 77,758 | $13M | 0.2% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 74,551 | $13M | 0.2% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE new | 74,057 | $13M | 0.2% | 2026-Q2 |
| Shannon River Fund Management LLC added | 73,878 | $13M | 0.2% | 2026-Q2 |
| North Star Investment Management Corp. trimmed | 73,032 | $13M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 69,774 | $12M | 0.2% | 2026-Q2 |
| Longaeva Partners L.P. new | 67,099 | $12M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 64,248 | $11M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 60,774 | $11M | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 60,037 | $10M | 0.2% | 2026-Q2 |
| OMERS ADMINISTRATION Corp new | 58,000 | $10M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 56,503 | $10M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 56,400 | $10M | 0.2% | 2026-Q2 |
| Metavasi Capital LP trimmed | 52,982 | $9M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 51,759 | $9M | 0.1% | 2026-Q2 |
| PINNBROOK CAPITAL MANAGEMENT LP added | 51,208 | $9M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 50,775 | $9M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 50,227 | $9M | 0.1% | 2026-Q2 |
| PDT Partners, LLC trimmed | 47,527 | $8M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 47,023 | $8M | 0.1% | 2026-Q2 |
| Convergence Investment Partners, LLC added | 46,092 | $8M | 0.1% | 2026-Q2 |
| MORGENS WATERFALL VINTIADIS & CO INC added | 46,000 | $8M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 45,297 | $8M | 0.1% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 44,657 | $8M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 43,894 | $8M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 39,480 | $7M | 0.1% | 2026-Q2 |
| PEAK6 LLC trimmed | 39,226 | $7M | 0.1% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 38,529 | $7M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 38,089 | $7M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 37,462 | $6M | 0.1% | 2026-Q2 |
| Shellback Capital, LP trimmed | 35,000 | $6M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 34,130 | $6M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 33,913 | $6M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 33,805 | $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.