Who owns SUI (SUI)
Which tracked institutional funds hold SUI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUI 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
126 tracked funds added or opened SUI while 114 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
SUI’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SUI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SUI 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 511 tracked filers holding SUI, 248 increased or opened the position and 284 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 SUI 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 30
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B
- VANGUARD CAPITAL MANAGEMENT LLC$687M
- VANGUARD FIDUCIARY TRUST CO$92M
- VANGUARD ASSET MANAGEMENT, Ltd$28M
- JACOBS LEVY EQUITY MANAGEMENT, INC$24M
- Vanguard Investments Australia, Ltd.$18M
Full exits 39
- VANGUARD GROUP INC$2.0B
- Capital International Investors$109M
- Alyeska Investment Group, L.P.$51M
- LMR Partners LLP$20M
- Point72 Asset Management, L.P.$19M
- HRT FINANCIAL LP$17M
Largest adds
- COHEN & STEERS, INC.$273M
- NORGES BANK$185M
- WELLINGTON MANAGEMENT GROUP LLP$111M
- Daiwa Securities Group Inc.$35M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$35M
- JPMORGAN CHASE & CO$32M
Largest trims
- M&T Bank Corp$327M
- BlackRock, Inc.$197M
- JANE STREET GROUP, LLC$109M
- CITADEL ADVISORS LLC$82M
- MILLENNIUM MANAGEMENT LLC$74M
- BALYASNY ASSET MANAGEMENT L.P.$42M
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 |
|---|---|---|---|---|
| DODGE & COX trimmed | 14,266,030 | $1.8B | 10.7% | 2026-Q1 |
| COHEN & STEERS, INC. added | 12,063,415 | $1.5B | 9.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,168,892 | $1.3B | 7.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 8,927,143 | $1.1B | 6.7% | 2026-Q1 |
| NORGES BANK added | 7,291,829 | $938M | 5.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 5,841,523 | $736M | 4.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 5,529,426 | $696M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,453,074 | $687M | 4.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,213,224 | $662M | 3.9% | 2026-Q1 |
| FMR LLC added | 4,980,776 | $627M | 3.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,385,877 | $300M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,812,301 | $228M | 1.4% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 1,768,350 | $223M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,526,108 | $192M | 1.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,504,752 | $190M | 1.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,235,421 | $156M | 0.9% | 2026-Q1 |
| Nuveen, LLC added | 1,124,291 | $142M | 0.8% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,076,405 | $136M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,038,383 | $131M | 0.8% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,030,991 | $130M | 0.8% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 974,982 | $123M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 893,921 | $113M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 806,642 | $102M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 771,978 | $97M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 730,287 | $92M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 682,504 | $86M | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 601,525 | $76M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 579,938 | $73M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 568,513 | $72M | 0.4% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 536,746 | $68M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 509,346 | $64M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 435,388 | $55M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 427,964 | $54M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 421,928 | $53M | 0.3% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 392,920 | $49M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 362,860 | $46M | 0.3% | 2026-Q1 |
| Vision Capital Corp added | 330,796 | $42M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 325,196 | $41M | 0.2% | 2026-Q1 |
| Amundi added | 312,099 | $39M | 0.2% | 2026-Q1 |
| APG Asset Management US Inc. added | 307,048 | $39M | 0.2% | 2026-Q1 |
| UBS Group AG added | 297,862 | $38M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 282,142 | $36M | 0.2% | 2026-Q1 |
| Land & Buildings Investment Management, LLC trimmed | 275,705 | $35M | 0.2% | 2026-Q1 |
| CRAMER ROSENTHAL MCGLYNN LLC added | 268,485 | $34M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 264,183 | $33M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 262,017 | $33M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 259,889 | $33M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 257,182 | $32M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 235,675 | $30M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 230,810 | $29M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO trimmed | 227,245 | $29M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 225,803 | $28M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 221,715 | $28M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 221,336 | $28M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 219,309 | $28M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 209,194 | $26M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 198,193 | $25M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 198,193 | $25M | 0.1% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 196,774 | $25M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 194,448 | $24M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 192,324 | $24M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 191,644 | $24M | 0.1% | 2026-Q1 |
| Aberdeen Group plc trimmed | 191,241 | $24M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 191,992 | $24M | 0.1% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 186,611 | $24M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 184,862 | $23M | 0.1% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 180,445 | $23M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 176,863 | $22M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 176,203 | $22M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 175,350 | $22M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 175,572 | $22M | 0.1% | 2026-Q1 |
| Heitman Real Estate Securities LLC added | 172,292 | $22M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 165,011 | $21M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 159,264 | $20M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 158,606 | $20M | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 153,818 | $19M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 152,476 | $19M | 0.1% | 2026-Q1 |
| Korea Investment CORP added | 149,210 | $19M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 145,092 | $18M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 143,725 | $18M | 0.1% | 2026-Q1 |
| Swedbank AB trimmed | 141,713 | $18M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 133,484 | $17M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 131,568 | $17M | 0.1% | 2026-Q1 |
| Woodline Partners LP added | 129,263 | $16M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 124,060 | $16M | 0.1% | 2026-Q1 |
| Uniplan Investment Counsel, Inc. added | 123,123 | $16M | 0.1% | 2026-Q1 |
| STRS OHIO added | 121,933 | $15M | 0.1% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 119,411 | $15M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 118,380 | $15M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 113,224 | $14M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 16,466,247 | $2.0B | 12.1% | 2025-Q4 stale |
| Capital International Investors added | 882,808 | $109M | 0.6% | 2025-Q4 stale |
| PGGM Investments trimmed | 432,595 | $56M | 0.3% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. added | 409,461 | $51M | 0.3% | 2025-Q4 stale |
| Resolution Capital Ltd trimmed | 242,151 | $31M | 0.2% | 2025-Q1 stale |
| AXA Investment Managers S.A. new | 186,760 | $24M | 0.1% | 2025-Q3 stale |
| AXA S.A. trimmed | 184,492 | $23M | 0.1% | 2025-Q2 stale |
| LMR Partners LLP added | 158,668 | $20M | 0.1% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 151,440 | $19M | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 137,697 | $17M | 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.