Who owns SPMC (SPMC)
Which tracked institutional funds hold SPMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPMC 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 SPMC is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 5 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
SPMC’s largest tracked holder by dollar value, KIM, LLC, sizes it at 30.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 30.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPMC 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 11 tracked filers holding SPMC, 6 increased or opened the position and 10 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 SPMC 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.
Full exits 1
- Karpus Management, Inc.$41M
Largest trims
- KIM, LLC$52M
- BANK OF AMERICA CORP /DE/$2M
- GOLDMAN SACHS GROUP INC$2M
- MORGAN STANLEY$494K
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 |
|---|---|---|---|---|
| KIM, LLC | 10,790,928 | $97M | 78.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | 500,000 | $4M | 3.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 475,092 | $4M | 3.5% | 2026-Q1 |
| Everest Management Corp. added | 96,819 | $867K | 0.7% | 2026-Q1 |
| Virtus Investment Advisers, LLC added | 67,142 | $601K | 0.5% | 2026-Q1 |
| Cerity Partners LLC new | 20,270 | $181K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 16,044 | $144K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC | 13,700 | $123K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 8,014 | $72K | 0.1% | 2026-Q1 |
| UBS Group AG added | 4,320 | $39K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 200 | $2K | 0.0% | 2026-Q1 |
| Karpus Management, Inc. new | 402,904 | $10M | 8.2% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 145,851 | $3M | 2.4% | 2025-Q1 stale |
| CHOREO, LLC trimmed | 23,396 | $467K | 0.4% | 2025-Q1 stale |
| Running Point Capital Advisors, LLC trimmed | 31,511 | $433K | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 28,227 | $388K | 0.3% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 26,897 | $370K | 0.3% | 2025-Q4 stale |
| Black Swift Group, LLC | 22,500 | $309K | 0.3% | 2025-Q4 stale |
| BlackRock, Inc. new | 11,974 | $239K | 0.2% | 2025-Q1 stale |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 13,720 | $189K | 0.2% | 2025-Q4 stale |
| BRC Group Holdings, Inc. trimmed | 47,510 | $147K | 0.1% | 2025-Q3 stale |
| NBC SECURITIES, INC. trimmed | 2,420 | $61K | 0.0% | 2025-Q4 stale |
| BARCLAYS PLC new | 469 | $9K | 0.0% | 2025-Q1 stale |
| Rockefeller Capital Management L.P. new | 362 | $6K | 0.0% | 2025-Q3 stale |
| OSAIC HOLDINGS, INC. added | 456 | $6K | 0.0% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) new | 200 | $4K | 0.0% | 2025-Q1 stale |
| HARBOUR INVESTMENTS, INC. new | 252 | $3K | 0.0% | 2025-Q4 stale |
| Royal Bank of Canada trimmed | 51 | $1K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.