Who owns 1st Source (SRCE)
Which tracked institutional funds hold SRCE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRCE 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
The tracked-fund tape on SRCE is one-sided between 2026-Q1 and 2026-Q2: 70 added or opened and 22 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
SRCE’s largest tracked holder by dollar value, 1ST SOURCE BANK, sizes it at 18.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 18.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SRCE 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 195 tracked filers holding SRCE, 105 increased or opened the position and 96 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 SRCE 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 5
- American Trust$53M
- Jupiter Topco LLC$39M
- IFG Advisory, LLC$1M
- Aquatic Capital Management LLC$628K
- Y-Intercept (Hong Kong) Ltd$602K
Full exits 12
- JANUS HENDERSON GROUP PLC$32M
- Qube Research & Technologies Ltd$7M
- Edgestream Partners, L.P.$3M
- ACADIAN ASSET MANAGEMENT LLC$3M
- SG Americas Securities, LLC$2M
- HRT FINANCIAL LP$2M
Largest adds
- 1ST SOURCE BANK$58M
- BlackRock, Inc.$30M
- VICTORY CAPITAL MANAGEMENT INC$21M
- DIMENSIONAL FUND ADVISORS LP$18M
- STATE STREET CORP$14M
- AMERICAN CENTURY COMPANIES INC$13M
Largest trims
- ALLIANCEBERNSTEIN L.P.$2M
- FMR LLC$2M
- DENALI ADVISORS LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- Point72 Asset Management, L.P.$1M
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 |
|---|---|---|---|---|
| 1ST SOURCE BANK trimmed | 5,110,889 | $417M | 27.9% | 2026-Q2 |
| BlackRock, Inc. added | 2,039,169 | $166M | 11.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,466,907 | $120M | 8.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 733,086 | $60M | 4.0% | 2026-Q2 |
| STATE STREET CORP added | 693,773 | $57M | 3.8% | 2026-Q2 |
| American Trust new | 655,083 | $53M | 3.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 612,299 | $50M | 3.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 547,423 | $45M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 524,714 | $43M | 2.9% | 2026-Q2 |
| Jupiter Topco LLC new | 481,186 | $39M | 2.6% | 2026-Q2 |
| Boston Trust Walden Corp added | 386,741 | $32M | 2.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 344,613 | $28M | 1.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 305,370 | $21M | 1.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 304,837 | $25M | 1.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 262,553 | $21M | 1.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 236,806 | $19M | 1.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 218,409 | $18M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 189,584 | $15M | 1.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 166,607 | $14M | 0.9% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 145,389 | $12M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 138,667 | $11M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 133,526 | $11M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 127,717 | $10M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 117,691 | $10M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 112,609 | $9M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 105,952 | $9M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 105,381 | $9M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 105,103 | $9M | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 94,043 | $8M | 0.5% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 93,800 | $8M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 86,415 | $7M | 0.5% | 2026-Q2 |
| FMR LLC trimmed | 83,780 | $7M | 0.5% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 80,900 | $7M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 79,643 | $6M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 65,216 | $5M | 0.4% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC added | 56,461 | $5M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 55,171 | $5M | 0.3% | 2026-Q2 |
| DEAN INVESTMENT ASSOCIATES, LLC trimmed | 48,189 | $4M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 46,120 | $4M | 0.3% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 45,886 | $4M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 45,729 | $4M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 39,715 | $3M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 38,772 | $3M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 37,274 | $3M | 0.2% | 2026-Q2 |
| Dean Capital Management trimmed | 35,000 | $3M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 34,731 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 34,622 | $3M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 34,189 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 32,264 | $3M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 31,399 | $3M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 30,996 | $3M | 0.2% | 2026-Q2 |
| Indiana Trust & Investment Management Co added | 28,231 | $2M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 26,531 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 25,956 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 25,891 | $2M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 25,832 | $2M | 0.1% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC trimmed | 25,273 | $2M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 25,139 | $2M | 0.1% | 2026-Q2 |
| CM Management, LLC added | 25,000 | $2M | 0.1% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. | 25,000 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,894 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 24,856 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 22,650 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 21,087 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 20,019 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 19,887 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 19,839 | $2M | 0.1% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 18,251 | $1M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 18,015 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 16,936 | $1M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 16,125 | $1M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC | 15,592 | $1M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 15,085 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 14,806 | $1M | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 14,777 | $1M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 13,800 | $1M | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS added | 13,500 | $1M | 0.1% | 2026-Q2 |
| Ellsworth Advisors, LLC added | 11,668 | $959K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 11,469 | $936K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 11,148 | $909K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 10,787 | $880K | 0.1% | 2026-Q2 |
| Midwest Trust Co trimmed | 10,659 | $870K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 10,633 | $867K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 10,590 | $864K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 10,243 | $836K | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 9,620 | $785K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 9,285 | $757K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,804 | $718K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 8,327 | $679K | 0.0% | 2026-Q2 |
| Inspire Investing, LLC added | 8,324 | $679K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP added | 7,866 | $642K | 0.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 7,842 | $653K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC added | 7,696 | $628K | 0.0% | 2026-Q2 |
| Mariner, LLC added | 7,547 | $616K | 0.0% | 2026-Q2 |
| ALPS ADVISORS INC added | 7,402 | $604K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 7,377 | $602K | 0.0% | 2026-Q2 |
| EntryPoint Capital, LLC | 7,214 | $589K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 7,150 | $583K | 0.0% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 7,041 | $574K | 0.0% | 2026-Q2 |
| Values First Advisors, Inc. trimmed | 2,751 | $2M | 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.