Who owns STHO (STHO)
Which tracked institutional funds hold STHO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STHO 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
536 tracked funds added or opened STHO while 277 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
STHO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes STHO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in STHO 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 2348 tracked filers holding STHO, 1080 increased or opened the position and 1171 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 STHO 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 62
- VANGUARD CAPITAL MANAGEMENT LLC$6.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B
- VANGUARD FIDUCIARY TRUST CO$577M
- Vanguard Global Advisers, LLC$223M
- VANGUARD ASSET MANAGEMENT, Ltd$204M
- Holocene Advisors, LP$191M
Full exits 72
- VANGUARD GROUP INC$9.6B
- MARSHALL WACE, LLP$86M
- ARMISTICE CAPITAL, LLC$46M
- Clarius Group, LLC$34M
- CIBC WORLD MARKETS CORP$25M
- CIBC Private Wealth Group LLC$21M
Largest adds
- Capital Research Global Investors$2.2B
- Capital World Investors$2.1B
- Invesco Ltd.$912M
- MORGAN STANLEY$436M
- GEODE CAPITAL MANAGEMENT, LLC$288M
- JPMORGAN CHASE & CO$252M
Largest trims
- WELLS FARGO & COMPANY/MN$279M
- TORONTO DOMINION BANK$138M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$127M
- BlackRock, Inc.$121M
- POLEN CAPITAL MANAGEMENT LLC$118M
- RENAISSANCE TECHNOLOGIES LLC$111M
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 |
|---|---|---|---|---|
| Capital World Investors added | 103,315,629 | $9.3B | 12.1% | 2026-Q1 |
| Capital Research Global Investors added | 102,348,519 | $9.2B | 12.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 74,191,815 | $6.6B | 8.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 74,026,228 | $6.6B | 8.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 47,729,771 | $4.3B | 5.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 29,445,025 | $2.6B | 3.5% | 2026-Q1 |
| FMR LLC added | 25,730,468 | $2.3B | 3.0% | 2026-Q1 |
| Invesco Ltd. added | 23,906,914 | $2.1B | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 15,761,355 | $1.4B | 1.8% | 2026-Q1 |
| NORGES BANK trimmed | 13,348,434 | $1.3B | 1.7% | 2026-Q1 |
| Capital International Investors trimmed | 14,013,293 | $1.3B | 1.6% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 13,060,594 | $1.2B | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 12,273,320 | $1.1B | 1.4% | 2026-Q1 |
| Fisher Asset Management, LLC added | 12,247,249 | $1.1B | 1.4% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 9,376,448 | $840M | 1.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 9,195,637 | $824M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 8,677,750 | $778M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 7,751,842 | $694M | 0.9% | 2026-Q1 |
| Legal & General Group Plc trimmed | 7,028,885 | $630M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 6,433,887 | $576M | 0.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 5,993,824 | $548M | 0.7% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 5,055,488 | $453M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,933,024 | $442M | 0.6% | 2026-Q1 |
| Amundi trimmed | 4,289,153 | $384M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,023,989 | $361M | 0.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,970,179 | $356M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,834,022 | $341M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 3,337,100 | $299M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 3,284,807 | $294M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 3,156,347 | $283M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 3,015,054 | $269M | 0.4% | 2026-Q1 |
| National Pension Service added | 2,758,474 | $247M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,665,600 | $239M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,605,461 | $233M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 2,414,980 | $216M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,350,936 | $211M | 0.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 2,320,093 | $208M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 2,302,657 | $206M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,279,925 | $204M | 0.3% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 2,268,061 | $203M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,179,958 | $195M | 0.3% | 2026-Q1 |
| Holocene Advisors, LP added | 2,132,307 | $191M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 2,080,450 | $186M | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC added | 2,008,710 | $180M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,756,064 | $157M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 1,715,733 | $155M | 0.2% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 1,654,981 | $148M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,651,651 | $148M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,617,111 | $145M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 1,608,748 | $144M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 1,573,706 | $141M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 1,416,792 | $127M | 0.2% | 2026-Q1 |
| BRISTOL JOHN W & CO INC /NY/ trimmed | 1,302,727 | $117M | 0.2% | 2026-Q1 |
| Empower Advisory Group, LLC added | 1,235,589 | $111M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,201,097 | $108M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 1,188,947 | $107M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,169,012 | $105M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 1,155,343 | $104M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,109,525 | $99M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,159,220 | $98M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,078,500 | $97M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,057,449 | $95M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 1,004,925 | $90M | 0.1% | 2026-Q1 |
| Aberdeen Group plc added | 992,316 | $89M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 984,897 | $88M | 0.1% | 2026-Q1 |
| EVERETT HARRIS & CO /CA/ trimmed | 959,017 | $86M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 948,743 | $85M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 938,548 | $84M | 0.1% | 2026-Q1 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA trimmed | 847,946 | $82M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 912,500 | $82M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 882,536 | $79M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 875,860 | $79M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 862,150 | $77M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 852,346 | $76M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 842,305 | $75M | 0.1% | 2026-Q1 |
| Capital International, Inc./CA/ added | 814,954 | $73M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 803,713 | $72M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 800,609 | $72M | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 798,248 | $72M | 0.1% | 2026-Q1 |
| NEOS Investment Management LLC added | 777,715 | $70M | 0.1% | 2026-Q1 |
| SUMMITRY LLC trimmed | 773,519 | $69M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 726,827 | $65M | 0.1% | 2026-Q1 |
| CAPITAL INTERNATIONAL SARL added | 703,213 | $63M | 0.1% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab added | 701,361 | $63M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 686,362 | $61M | 0.1% | 2026-Q1 |
| NICHOLAS COMPANY, INC. trimmed | 646,565 | $58M | 0.1% | 2026-Q1 |
| Korea Investment CORP trimmed | 639,615 | $57M | 0.1% | 2026-Q1 |
| Saratoga Research & Investment Management added | 629,785 | $56M | 0.1% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 625,575 | $56M | 0.1% | 2026-Q1 |
| Markel Group Inc. | 623,818 | $56M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 615,719 | $55M | 0.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 606,225 | $54M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 597,272 | $54M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 581,097 | $52M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 114,408,284 | $9.6B | 12.6% | 2025-Q4 stale |
| LONE PINE CAPITAL LLC | 5,561,954 | $471M | 0.6% | 2025-Q3 stale |
| ONTARIO TEACHERS PENSION PLAN BOARD trimmed | 1,330,251 | $122M | 0.2% | 2025-Q2 stale |
| Artisan Partners Limited Partnership added | 1,406,280 | $119M | 0.2% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 1,017,819 | $86M | 0.1% | 2025-Q4 stale |
| Giverny Capital Inc. added | 750,248 | $69M | 0.1% | 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.