Who owns SPOT
Which tracked institutional funds hold SPOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPOT 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.
How the tape is positioned
256 tracked funds added or opened SPOT while 462 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
SPOT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes SPOT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPOT 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, across 1182 tracked filers holding SPOT, 591 increased or opened the position and 711 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 SPOT between the 2026-Q1 and 2026-Q2 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 72
- Jupiter Topco LLC$929M
- Harding Loevner LP$742M
- Alyeska Investment Group, L.P.$356M
- Qube Research & Technologies Ltd$158M
- ALKEON CAPITAL MANAGEMENT LLC$94M
- CADIAN CAPITAL MANAGEMENT, LP$80M
Full exits 133
- Amundi$536M
- JANUS HENDERSON GROUP PLC$359M
- BESSEMER GROUP INC$312M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$146M
- Capital Research Global Investors$127M
- Polar Capital Holdings Plc$119M
Largest adds
- BAMCO INC /NY/$477M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$372M
- BlackRock, Inc.$286M
- PRINCIPAL FINANCIAL GROUP INC$256M
- FIL Ltd$207M
- APG Asset Management N.V.$171M
Largest trims
- MORGAN STANLEY$658M
- PRICE T ROWE ASSOCIATES INC /MD/$581M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$554M
- BAILLIE GIFFORD & CO$345M
- Winslow Capital Management, LLC$300M
- EDGEWOOD MANAGEMENT LLC$280M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 10,890,937 | $5.0B | 9.6% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 7,928,451 | $3.6B | 7.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 7,418,358 | $3.4B | 6.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 4,633,537 | $2.1B | 4.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,596,492 | $1.7B | 3.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,111,553 | $1.4B | 2.8% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 2,840,477 | $1.3B | 2.5% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 2,809,432 | $1.3B | 2.5% | 2026-Q2 |
| Fisher Asset Management, LLC added | 2,674,677 | $1.2B | 2.4% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 2,463,556 | $1.1B | 2.2% | 2026-Q2 |
| BAMCO INC /NY/ added | 2,433,114 | $1.1B | 2.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,133,009 | $990M | 1.9% | 2026-Q2 |
| Jupiter Topco LLC new | 2,022,091 | $929M | 1.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,869,749 | $858M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,836,221 | $843M | 1.6% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 1,761,206 | $809M | 1.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,752,937 | $799M | 1.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,603,274 | $736M | 1.4% | 2026-Q2 |
| Harding Loevner LP new | 1,598,173 | $742M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,452,623 | $667M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,422,154 | $657M | 1.3% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 1,356,543 | $623M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,333,166 | $612M | 1.2% | 2026-Q2 |
| NORGES BANK added | 1,330,719 | $611M | 1.2% | 2026-Q2 |
| Swedbank AB trimmed | 1,326,020 | $609M | 1.2% | 2026-Q2 |
| COATUE MANAGEMENT LLC trimmed | 1,310,632 | $602M | 1.2% | 2026-Q2 |
| TIGER GLOBAL MANAGEMENT LLC trimmed | 1,171,427 | $538M | 1.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,154,087 | $530M | 1.0% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,056,097 | $485M | 0.9% | 2026-Q2 |
| Capital International Investors added | 1,039,813 | $477M | 0.9% | 2026-Q2 |
| FMR LLC trimmed | 1,016,083 | $467M | 0.9% | 2026-Q2 |
| Technology Crossover Management XI, Ltd. | 1,000,000 | $459M | 0.9% | 2026-Q2 |
| Legal & General Group Plc trimmed | 989,779 | $454M | 0.9% | 2026-Q2 |
| BROWN ADVISORY INC added | 977,422 | $449M | 0.9% | 2026-Q2 |
| Capital World Investors added | 862,301 | $396M | 0.8% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 845,042 | $388M | 0.7% | 2026-Q2 |
| UBS Group AG added | 824,172 | $378M | 0.7% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 818,575 | $376M | 0.7% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 808,043 | $371M | 0.7% | 2026-Q2 |
| Nuveen, LLC added | 796,078 | $366M | 0.7% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 775,431 | $356M | 0.7% | 2026-Q2 |
| BARCLAYS PLC added | 774,900 | $356M | 0.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 745,220 | $342M | 0.7% | 2026-Q2 |
| EDGEWOOD MANAGEMENT LLC trimmed | 743,489 | $341M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 722,412 | $332M | 0.6% | 2026-Q2 |
| FIL Ltd added | 624,965 | $287M | 0.6% | 2026-Q2 |
| National Pension Service added | 605,199 | $278M | 0.5% | 2026-Q2 |
| Alecta Tjanstepension Omsesidigt | 593,000 | $272M | 0.5% | 2026-Q2 |
| D1 Capital Partners L.P. added | 568,855 | $261M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 567,691 | $261M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 565,401 | $260M | 0.5% | 2026-Q2 |
| Select Equity Group, L.P. added | 536,831 | $246M | 0.5% | 2026-Q2 |
| APG Asset Management N.V. added | 530,872 | $213M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 529,501 | $243M | 0.5% | 2026-Q2 |
| ValueAct Holdings, L.P. added | 526,800 | $242M | 0.5% | 2026-Q2 |
| Swiss National Bank trimmed | 519,200 | $238M | 0.5% | 2026-Q2 |
| Clearbridge Investments, LLC added | 500,858 | $230M | 0.4% | 2026-Q2 |
| AMF Tjanstepension AB | 500,000 | $230M | 0.4% | 2026-Q2 |
| Southpoint Capital Advisors LP added | 500,000 | $230M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 489,837 | $225M | 0.4% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 484,673 | $223M | 0.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 480,914 | $221M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 467,645 | $215M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 452,131 | $208M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 451,098 | $207M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 449,805 | $207M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 423,585 | $193M | 0.4% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 408,699 | $188M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 408,118 | $187M | 0.4% | 2026-Q2 |
| Palestra Capital Management LLC added | 403,160 | $185M | 0.4% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 388,619 | $178M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 387,681 | $178M | 0.3% | 2026-Q2 |
| GENERATION INVESTMENT MANAGEMENT LLP added | 378,559 | $174M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 375,165 | $172M | 0.3% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ added | 360,106 | $165M | 0.3% | 2026-Q2 |
| Dorsal Capital Management, LP added | 360,000 | $165M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 357,425 | $164M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 344,898 | $158M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 338,722 | $156M | 0.3% | 2026-Q2 |
| TREMBLANT CAPITAL GROUP added | 293,314 | $135M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 291,447 | $134M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 284,710 | $131M | 0.3% | 2026-Q2 |
| TD Asset Management Inc added | 268,526 | $123M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH | 266,164 | $129M | 0.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 266,087 | $122M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 264,687 | $122M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 260,635 | $120M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 260,031 | $119M | 0.2% | 2026-Q2 |
| Liontrust Investment Partners LLP added | 259,680 | $119M | 0.2% | 2026-Q2 |
| SRS Investment Management, LLC added | 245,475 | $113M | 0.2% | 2026-Q2 |
| Atalan Capital Partners, LP added | 239,500 | $110M | 0.2% | 2026-Q2 |
| 1832 Asset Management L.P. added | 234,976 | $108M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 232,246 | $107M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 230,312 | $106M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 229,616 | $105M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 229,067 | $105M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 218,795 | $103M | 0.2% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 218,189 | $101M | 0.2% | 2026-Q2 |
| Aberdeen Group plc trimmed | 214,956 | $99M | 0.2% | 2026-Q2 |
| TCW GROUP INC trimmed | 214,758 | $99M | 0.2% | 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.