Who owns SRI (SRI)
Which tracked institutional funds hold SRI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SRI 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 SRI is one-sided between 2025-Q4 and 2026-Q1: 6 added or opened and 31 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
SRI’s largest tracked holder by dollar value, 22NW, LP, sizes it at 8.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SRI 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 113 tracked filers holding SRI, 48 increased or opened the position and 70 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 SRI 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 5
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- EVR Research LP$4M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- VANGUARD FIDUCIARY TRUST CO$800K
- Shay Capital LLC$611K
Full exits 3
- VANGUARD GROUP INC$9M
- TWO SIGMA ADVISERS, LP$2M
- JPMORGAN CHASE & CO$702K
Largest adds
- Man Group plc$299K
Largest trims
- MILLENNIUM MANAGEMENT LLC$2M
- BlackRock, Inc.$2M
- DIMENSIONAL FUND ADVISORS LP$1M
- GSA CAPITAL PARTNERS LLP$1M
- D. E. Shaw & Co., Inc.$1M
- Ewing Morris & Co. Investment Partners Ltd.$1M
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 |
|---|---|---|---|---|
| 22NW, LP added | 2,466,975 | $12M | 8.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,217,974 | $6M | 4.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,185,600 | $6M | 4.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,169,605 | $6M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,144,981 | $6M | 4.0% | 2026-Q1 |
| Ewing Morris & Co. Investment Partners Ltd. added | 1,365,054 | $5M | 4.0% | 2026-Q1 |
| AYAL Capital Advisors Ltd | 1,089,000 | $5M | 3.8% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC added | 938,827 | $5M | 3.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 858,465 | $4M | 3.0% | 2026-Q1 |
| EVR Research LP added | 770,000 | $4M | 2.7% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 736,285 | $4M | 2.6% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 718,857 | $3M | 2.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 667,553 | $3M | 2.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 577,110 | $3M | 2.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 507,763 | $2M | 1.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 402,304 | $2M | 1.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 388,044 | $2M | 1.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 373,594 | $2M | 1.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 365,010 | $2M | 1.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 337,424 | $2M | 1.2% | 2026-Q1 |
| Man Group plc added | 297,733 | $1M | 1.0% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 289,125 | $1M | 1.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 284,900 | $1M | 1.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 263,679 | $1M | 0.9% | 2026-Q1 |
| UBS Group AG added | 257,395 | $1M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 241,475 | $1M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 236,997 | $1M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 232,437 | $1M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 211,630 | $1M | 0.7% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P trimmed | 208,849 | $1M | 0.7% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 202,412 | $978K | 0.7% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 200,000 | $966K | 0.7% | 2026-Q1 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 197,087 | $952K | 0.7% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 179,592 | $867K | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 177,373 | $857K | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 165,710 | $800K | 0.6% | 2026-Q1 |
| STATE STREET CORP | 134,334 | $649K | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 128,295 | $620K | 0.4% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 128,092 | $619K | 0.4% | 2026-Q1 |
| Shay Capital LLC new | 126,400 | $611K | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 104,989 | $507K | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 100,391 | $488K | 0.4% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 92,638 | $447K | 0.3% | 2026-Q1 |
| 683 Capital Management, LLC trimmed | 90,000 | $435K | 0.3% | 2026-Q1 |
| RBF Capital, LLC | 80,000 | $386K | 0.3% | 2026-Q1 |
| Boston Partners trimmed | 77,702 | $375K | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 73,723 | $356K | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 71,441 | $345K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 68,896 | $333K | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 68,200 | $329K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 64,295 | $311K | 0.2% | 2026-Q1 |
| Empowered Funds, LLC added | 61,880 | $299K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 60,794 | $294K | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC | 59,000 | $285K | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 50,201 | $242K | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 49,318 | $238K | 0.2% | 2026-Q1 |
| WealthTrust Axiom LLC added | 48,813 | $236K | 0.2% | 2026-Q1 |
| CHANNEL WEALTH LLC added | 48,650 | $235K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 46,429 | $225K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 42,155 | $204K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 41,215 | $199K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 35,584 | $172K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 32,620 | $158K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 31,841 | $154K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 31,090 | $150K | 0.1% | 2026-Q1 |
| VILLERE ST DENIS J & CO LLC added | 30,000 | $145K | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC | 26,388 | $127K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 26,080 | $126K | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC | 25,880 | $125K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,524,679 | $9M | 6.4% | 2025-Q4 stale |
| COOPER CREEK PARTNERS MANAGEMENT LLC trimmed | 1,271,782 | $6M | 4.2% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 347,714 | $2M | 1.8% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 336,000 | $2M | 1.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 187,712 | $1M | 1.0% | 2025-Q3 stale |
| MACKENZIE FINANCIAL CORP trimmed | 131,676 | $927K | 0.7% | 2025-Q2 stale |
| JPMORGAN CHASE & CO trimmed | 121,239 | $702K | 0.5% | 2025-Q4 stale |
| MAI Capital Management | 67,492 | $475K | 0.3% | 2025-Q2 stale |
| Nuveen, LLC new | 87,157 | $400K | 0.3% | 2025-Q1 stale |
| VOYA INVESTMENT MANAGEMENT LLC added | 80,891 | $371K | 0.3% | 2025-Q1 stale |
| Bank of New York Mellon Corp trimmed | 78,032 | $358K | 0.3% | 2025-Q1 stale |
| COOKE & BIELER LP trimmed | 77,847 | $357K | 0.3% | 2025-Q1 stale |
| Jump Financial, LLC trimmed | 55,422 | $321K | 0.2% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd new | 44,750 | $315K | 0.2% | 2025-Q2 stale |
| PharVision Advisers, LLC added | 39,787 | $303K | 0.2% | 2025-Q3 stale |
| IEQ CAPITAL, LLC added | 40,884 | $288K | 0.2% | 2025-Q2 stale |
| BAILARD, INC. added | 47,081 | $273K | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 47,029 | $272K | 0.2% | 2025-Q4 stale |
| Aster Capital Management (DIFC) Ltd new | 32,526 | $229K | 0.2% | 2025-Q2 stale |
| Teton Advisors, Inc. trimmed | 29,000 | $204K | 0.1% | 2025-Q2 stale |
| Thrivent Financial for Lutherans trimmed | 26,571 | $203K | 0.1% | 2025-Q3 stale |
| HB Wealth Management, LLC trimmed | 27,919 | $197K | 0.1% | 2025-Q2 stale |
| AlphaQuest LLC added | 25,303 | $193K | 0.1% | 2025-Q3 stale |
| Petrus Trust Company, LTA new | 21,883 | $167K | 0.1% | 2025-Q3 stale |
| Amundi | 21,398 | $166K | 0.1% | 2025-Q2 stale |
| Dynamic Technology Lab Private Ltd trimmed | 24,156 | $140K | 0.1% | 2025-Q4 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 19,808 | $139K | 0.1% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 23,673 | $137K | 0.1% | 2025-Q4 stale |
| Graham Capital Management, L.P. trimmed | 19,040 | $134K | 0.1% | 2025-Q2 stale |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 16,791 | $128K | 0.1% | 2025-Q3 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 21,510 | $125K | 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.