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Institutional Ownership · SEC Form 13F

Who owns SU (SU)


Which tracked institutional funds hold SU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SU 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.

747
Institutional holders
835,816,515
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on SU is one-sided between 2025-Q4 and 2026-Q1: 364 added or opened and 61 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

SU’s largest tracked holder by dollar value, ROYAL BANK OF CANADA, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SU 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 747 tracked filers holding SU, 371 increased or opened the position and 326 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 SU 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 48

  • VANGUARD CAPITAL MANAGEMENT LLC$2.3B
  • GQG Partners LLC$1.1B
  • VANGUARD FIDUCIARY TRUST CO$701M
  • Vanguard Global Advisers, LLC$564M
  • VANGUARD ASSET MANAGEMENT, Ltd$152M
  • OMERS ADMINISTRATION Corp$78M

Full exits 21

  • VANGUARD GROUP INC$2.5B
  • TWO SIGMA ADVISERS, LP$31M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$26M
  • RENAISSANCE TECHNOLOGIES LLC$13M
  • SIG North Trading, ULC$10M
  • Ninepoint Partners LP$9M

Largest adds

  • ROYAL BANK OF CANADA$1.4B
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.2B
  • FMR LLC$1.2B
  • Elliott Investment Management L.P.$1.1B
  • FIL Ltd$989M
  • BANK OF MONTREAL /CAN/$792M

Largest trims

  • CIBC WORLD MARKET INC.$350M
  • Artisan Partners Limited Partnership$315M
  • MORGAN STANLEY$75M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$64M
  • LETKO, BROSSEAU & ASSOCIATES INC$56M
  • Point72 Asset Management, L.P.$43M

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
ROYAL BANK OF CANADA added64,037,311$4.2B7.6%2026-Q1
Elliott Investment Management L.P.52,670,800$3.5B6.3%2026-Q1
BANK OF MONTREAL /CAN/ trimmed36,475,558$2.4B4.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new34,212,502$2.3B4.1%2026-Q1
FIL Ltd added29,086,054$1.9B3.5%2026-Q1
FMR LLC added27,168,709$1.8B3.2%2026-Q1
DODGE & COX trimmed26,262,454$1.7B3.1%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added26,085,360$1.7B3.1%2026-Q1
TD Asset Management Inc added25,497,252$1.7B3.0%2026-Q1
Fisher Asset Management, LLC added18,089,707$1.2B2.2%2026-Q1
TORONTO DOMINION BANK trimmed17,894,728$1.2B2.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed17,681,187$1.2B2.1%2026-Q1
Artisan Partners Limited Partnership trimmed17,262,055$1.1B2.1%2026-Q1
GQG Partners LLC new17,218,819$1.1B2.0%2026-Q1
1832 Asset Management L.P. trimmed16,192,065$1.1B1.9%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added14,519,545$961M1.7%2026-Q1
Invesco Ltd. trimmed14,504,395$959M1.7%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed14,444,825$955M1.7%2026-Q1
MACKENZIE FINANCIAL CORP added14,157,995$936M1.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP added12,609,777$834M1.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added12,255,759$829M1.5%2026-Q1
CIBC WORLD MARKET INC. trimmed12,234,317$809M1.5%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added11,673,670$770M1.4%2026-Q1
CIBC Asset Management Inc added11,430,855$757M1.4%2026-Q1
TD Waterhouse Canada Inc. added11,418,306$727M1.3%2026-Q1
VANGUARD FIDUCIARY TRUST CO new10,591,725$701M1.3%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed10,249,189$677M1.2%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added8,904,324$589M1.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed8,721,233$577M1.0%2026-Q1
Federation des caisses Desjardins du Quebec added8,560,822$565M1.0%2026-Q1
Vanguard Global Advisers, LLC new8,526,176$564M1.0%2026-Q1
BARCLAYS PLC trimmed7,832,170$518M0.9%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added7,758,650$513M0.9%2026-Q1
MORGAN STANLEY trimmed7,508,552$496M0.9%2026-Q1
JPMORGAN CHASE & CO added7,308,554$482M0.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed6,842,195$452M0.8%2026-Q1
AQR CAPITAL MANAGEMENT LLC added6,114,673$405M0.7%2026-Q1
UBS Group AG added5,441,421$360M0.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added5,017,446$331M0.6%2026-Q1
Capital Research Global Investors added4,990,532$330M0.6%2026-Q1
BANK OF NOVA SCOTIA added4,765,867$315M0.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed4,683,425$310M0.6%2026-Q1
Amundi added4,603,692$304M0.5%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed3,912,966$297M0.5%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed4,460,496$295M0.5%2026-Q1
SCOTIA CAPITAL INC. trimmed4,385,717$290M0.5%2026-Q1
Legal & General Group Plc trimmed4,382,590$289M0.5%2026-Q1
Beutel, Goodman & Co Ltd. trimmed4,086,562$269M0.5%2026-Q1
Swiss National Bank added4,043,492$267M0.5%2026-Q1
FRANKLIN RESOURCES INC trimmed3,995,948$264M0.5%2026-Q1
Alberta Investment Management Corp added3,672,929$243M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed3,579,830$237M0.4%2026-Q1
Cardinal Capital Management, Inc. added3,510,340$231M0.4%2026-Q1
Fiera Capital Corp added3,386,302$224M0.4%2026-Q1
AGF MANAGEMENT LTD added2,685,549$216M0.4%2026-Q1
Merewether Investment Management, LP trimmed3,103,851$205M0.4%2026-Q1
Bank of New York Mellon Corp added3,001,716$198M0.4%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed2,895,460$192M0.3%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added2,874,698$190M0.3%2026-Q1
BROWN ADVISORY INC trimmed2,799,806$185M0.3%2026-Q1
DEUTSCHE BANK AG\ trimmed2,703,758$179M0.3%2026-Q1
CITADEL ADVISORS LLC added2,337,994$155M0.3%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new2,297,818$152M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed2,244,916$148M0.3%2026-Q1
Alyeska Investment Group, L.P. trimmed2,003,542$132M0.2%2026-Q1
INTACT INVESTMENT MANAGEMENT INC. added2,002,650$132M0.2%2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added1,997,472$132M0.2%2026-Q1
BlackRock, Inc. trimmed1,992,594$132M0.2%2026-Q1
Goehring & Rozencwajg Associates, LLC added1,840,155$122M0.2%2026-Q1
GUARDIAN CAPITAL LP trimmed1,791,267$118M0.2%2026-Q1
MUFG SECURITIES (CANADA), LTD. trimmed1,765,047$117M0.2%2026-Q1
Recurrent Investment Advisors LLC trimmed1,515,161$102M0.2%2026-Q1
Allianz Asset Management GmbH trimmed1,500,625$99M0.2%2026-Q1
ROYAL LONDON ASSET MANAGEMENT LTD trimmed1,427,654$94M0.2%2026-Q1
Life Cycle Investment Partners Ltd added1,412,843$93M0.2%2026-Q1
NORTHERN TRUST CORP added1,382,896$91M0.2%2026-Q1
Scheer, Rowlett & Associates Investment Management Ltd. trimmed1,347,051$89M0.2%2026-Q1
Nuveen, LLC trimmed1,275,681$84M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,248,841$83M0.1%2026-Q1
AustralianSuper Pty Ltd trimmed1,244,216$82M0.1%2026-Q1
JANE STREET GROUP, LLC added1,209,678$80M0.1%2026-Q1
OMERS ADMINISTRATION Corp trimmed1,188,359$78M0.1%2026-Q1
Korea Investment CORP added1,149,462$76M0.1%2026-Q1
NewEdge Wealth, LLC added1,082,177$72M0.1%2026-Q1
Addenda Capital Inc. trimmed747,066$69M0.1%2026-Q1
Ruffer LLP added1,004,062$66M0.1%2026-Q1
LOCUST WOOD CAPITAL ADVISERS, LLC trimmed882,951$58M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added846,111$56M0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) trimmed838,824$55M0.1%2026-Q1
JANUS HENDERSON GROUP PLC added812,882$54M0.1%2026-Q1
State of Tennessee, Department of Treasury added795,368$52M0.1%2026-Q1
Allspring Global Investments Holdings, LLC added775,769$50M0.1%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added736,108$49M0.1%2026-Q1
Focus Partners Wealth trimmed728,508$48M0.1%2026-Q1
Point72 Asset Management, L.P. trimmed715,911$47M0.1%2026-Q1
Hillsdale Investment Management Inc. trimmed706,845$47M0.1%2026-Q1
VANGUARD GROUP INC added55,720,921$2.5B4.5%2025-Q4 stale
LYRICAL ASSET MANAGEMENT LP trimmed4,630,892$236M0.4%2025-Q2 stale
Sanders Capital, LLC trimmed3,993,467$150M0.3%2025-Q2 stale
JUPITER ASSET MANAGEMENT LTD trimmed1,861,534$70M0.1%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