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Institutional Ownership · SEC Form 13F

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.

2,465
Institutional holders
971,536,131
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Capital World Investors added103,315,629$9.3B12.1%2026-Q1
Capital Research Global Investors added102,348,519$9.2B12.0%2026-Q1
BlackRock, Inc. trimmed74,191,815$6.6B8.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new74,026,228$6.6B8.7%2026-Q1
STATE STREET CORP trimmed47,729,771$4.3B5.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new29,445,025$2.6B3.5%2026-Q1
FMR LLC added25,730,468$2.3B3.0%2026-Q1
Invesco Ltd. added23,906,914$2.1B2.8%2026-Q1
BANK OF AMERICA CORP /DE/ added15,761,355$1.4B1.8%2026-Q1
NORGES BANK trimmed13,348,434$1.3B1.7%2026-Q1
Capital International Investors trimmed14,013,293$1.3B1.6%2026-Q1
T. Rowe Price Investment Management, Inc. trimmed13,060,594$1.2B1.5%2026-Q1
NORTHERN TRUST CORP added12,273,320$1.1B1.4%2026-Q1
Fisher Asset Management, LLC added12,247,249$1.1B1.4%2026-Q1
LOOMIS SAYLES & CO L P trimmed9,376,448$840M1.1%2026-Q1
Nuveen, LLC trimmed9,195,637$824M1.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added8,677,750$778M1.0%2026-Q1
Bank of New York Mellon Corp trimmed7,751,842$694M0.9%2026-Q1
Legal & General Group Plc trimmed7,028,885$630M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new6,433,887$576M0.8%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added5,993,824$548M0.7%2026-Q1
POLEN CAPITAL MANAGEMENT LLC trimmed5,055,488$453M0.6%2026-Q1
AMERIPRISE FINANCIAL INC added4,933,024$442M0.6%2026-Q1
Amundi trimmed4,289,153$384M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added4,023,989$361M0.5%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added3,970,179$356M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,834,022$341M0.4%2026-Q1
Swiss National Bank added3,337,100$299M0.4%2026-Q1
FRANKLIN RESOURCES INC added3,284,807$294M0.4%2026-Q1
DEUTSCHE BANK AG\ added3,156,347$283M0.4%2026-Q1
Corient Private Wealth LLC added3,015,054$269M0.4%2026-Q1
National Pension Service added2,758,474$247M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added2,665,600$239M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed2,605,461$233M0.3%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed2,414,980$216M0.3%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added2,350,936$211M0.3%2026-Q1
VAN ECK ASSOCIATES CORP added2,320,093$208M0.3%2026-Q1
California Public Employees Retirement System trimmed2,302,657$206M0.3%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new2,279,925$204M0.3%2026-Q1
LONDON CO OF VIRGINIA trimmed2,268,061$203M0.3%2026-Q1
HighTower Advisors, LLC added2,179,958$195M0.3%2026-Q1
Holocene Advisors, LP added2,132,307$191M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed2,080,450$186M0.2%2026-Q1
Clearbridge Investments, LLC added2,008,710$180M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed1,756,064$157M0.2%2026-Q1
Allspring Global Investments Holdings, LLC added1,715,733$155M0.2%2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INC trimmed1,654,981$148M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed1,651,651$148M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed1,617,111$145M0.2%2026-Q1
ProShare Advisors LLC trimmed1,608,748$144M0.2%2026-Q1
NATIXIS ADVISORS, LLC trimmed1,573,706$141M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed1,416,792$127M0.2%2026-Q1
BRISTOL JOHN W & CO INC /NY/ trimmed1,302,727$117M0.2%2026-Q1
Empower Advisory Group, LLC added1,235,589$111M0.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added1,201,097$108M0.1%2026-Q1
Baird Financial Group, Inc. trimmed1,188,947$107M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed1,169,012$105M0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed1,155,343$104M0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed1,109,525$99M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,159,220$98M0.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed1,078,500$97M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed1,057,449$95M0.1%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed1,004,925$90M0.1%2026-Q1
Aberdeen Group plc added992,316$89M0.1%2026-Q1
AVIVA PLC added984,897$88M0.1%2026-Q1
EVERETT HARRIS & CO /CA/ trimmed959,017$86M0.1%2026-Q1
MACKENZIE FINANCIAL CORP trimmed948,743$85M0.1%2026-Q1
BLAIR WILLIAM & CO/IL added938,548$84M0.1%2026-Q1
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA trimmed847,946$82M0.1%2026-Q1
Point72 Asset Management, L.P. added912,500$82M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM added882,536$79M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed875,860$79M0.1%2026-Q1
Focus Partners Wealth added862,150$77M0.1%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed852,346$76M0.1%2026-Q1
CITADEL ADVISORS LLC added842,305$75M0.1%2026-Q1
Capital International, Inc./CA/ added814,954$73M0.1%2026-Q1
CANADA LIFE ASSURANCE Co added803,713$72M0.1%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed800,609$72M0.1%2026-Q1
Clearstead Advisors, LLC added798,248$72M0.1%2026-Q1
NEOS Investment Management LLC added777,715$70M0.1%2026-Q1
SUMMITRY LLC trimmed773,519$69M0.1%2026-Q1
TRUIST FINANCIAL CORP added726,827$65M0.1%2026-Q1
CAPITAL INTERNATIONAL SARL added703,213$63M0.1%2026-Q1
PFA Pension, Forsikringsaktieselskab added701,361$63M0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. added686,362$61M0.1%2026-Q1
NICHOLAS COMPANY, INC. trimmed646,565$58M0.1%2026-Q1
Korea Investment CORP trimmed639,615$57M0.1%2026-Q1
Saratoga Research & Investment Management added629,785$56M0.1%2026-Q1
BAILLIE GIFFORD & CO trimmed625,575$56M0.1%2026-Q1
Markel Group Inc.623,818$56M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added615,719$55M0.1%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added606,225$54M0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added597,272$54M0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC trimmed581,097$52M0.1%2026-Q1
VANGUARD GROUP INC added114,408,284$9.6B12.6%2025-Q4 stale
LONE PINE CAPITAL LLC5,561,954$471M0.6%2025-Q3 stale
ONTARIO TEACHERS PENSION PLAN BOARD trimmed1,330,251$122M0.2%2025-Q2 stale
Artisan Partners Limited Partnership added1,406,280$119M0.2%2025-Q3 stale
MARSHALL WACE, LLP added1,017,819$86M0.1%2025-Q4 stale
Giverny Capital Inc. added750,248$69M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership