Who owns SUNB
Which tracked institutional funds hold SUNB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUNB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
202 tracked funds added or opened SUNB while 89 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SUNB’s largest tracked holder by dollar value, DODGE & COX, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SUNB 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 2026-Q1 and 2026-Q2, across 473 tracked filers holding SUNB, 294 increased or opened the position and 205 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 SUNB between the 2026-Q1 and 2026-Q2 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 59
- NORGES BANK$530M
- 59 North Capital Management, LP$91M
- PRICE T ROWE ASSOCIATES INC /MD/$50M
- Liontrust Investment Partners LLP$50M
- Spinecap SAS$36M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$34M
Full exits 40
- Amundi$274M
- AKO CAPITAL LLP$207M
- Unisphere Establishment$152M
- PineStone Asset Management Inc.$96M
- VICTORY CAPITAL MANAGEMENT INC$38M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$37M
Largest adds
- BlackRock, Inc.$1.1B
- DODGE & COX$640M
- VANGUARD CAPITAL MANAGEMENT LLC$588M
- GEODE CAPITAL MANAGEMENT, LLC$515M
- STATE STREET CORP$441M
- PRUDENTIAL PLC$358M
Largest trims
- ABRAMS BISON INVESTMENTS, LLC$664M
- ROYAL LONDON ASSET MANAGEMENT LTD$150M
- Metropolis Capital Ltd$86M
- MORGAN STANLEY$86M
- Canoe Financial LP$72M
- Dorsey Asset Management, LLC$57M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DODGE & COX added | 54,761,610 | $4.1B | 17.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 30,658,847 | $2.3B | 9.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 20,188,107 | $1.5B | 6.4% | 2026-Q2 |
| BlackRock, Inc. added | 15,155,059 | $1.1B | 4.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 11,057,926 | $807M | 3.4% | 2026-Q2 |
| HARRIS ASSOCIATES L P trimmed | 10,461,105 | $783M | 3.3% | 2026-Q2 |
| Invesco Ltd. added | 10,335,785 | $773M | 3.3% | 2026-Q2 |
| Rothschild & Co Wealth Management UK Ltd added | 8,653,829 | $635M | 2.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 7,934,212 | $591M | 2.5% | 2026-Q2 |
| NORGES BANK new | 7,273,452 | $530M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 7,214,695 | $545M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 7,060,457 | $528M | 2.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 6,231,277 | $459M | 1.9% | 2026-Q2 |
| Capital World Investors added | 5,933,325 | $433M | 1.8% | 2026-Q2 |
| GARDNER RUSSO & QUINN LLC trimmed | 5,897,825 | $441M | 1.9% | 2026-Q2 |
| STATE STREET CORP added | 5,894,914 | $441M | 1.9% | 2026-Q2 |
| Ruane, Cunniff & Goldfarb L.P. trimmed | 4,261,163 | $319M | 1.4% | 2026-Q2 |
| Metropolis Capital Ltd trimmed | 3,542,479 | $222M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 3,501,253 | $262M | 1.1% | 2026-Q2 |
| BECK MACK & OLIVER LLC trimmed | 3,168,656 | $237M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 3,057,168 | $224M | 1.0% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 2,948,390 | $215M | 0.9% | 2026-Q2 |
| COOKE & BIELER LP trimmed | 2,655,707 | $198M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,526,376 | $187M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,477,300 | $185M | 0.8% | 2026-Q2 |
| Rathbones Group PLC trimmed | 2,245,242 | $166M | 0.7% | 2026-Q2 |
| ABRAMS BISON INVESTMENTS, LLC trimmed | 2,058,758 | $154M | 0.7% | 2026-Q2 |
| Focus Partners Wealth added | 2,056,587 | $154M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 2,000,016 | $150M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,874,115 | $137M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,775,719 | $133M | 0.6% | 2026-Q2 |
| 1832 Asset Management L.P. added | 1,727,640 | $129M | 0.5% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,703,411 | $124M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,700,941 | $127M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,572,358 | $118M | 0.5% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 1,553,309 | $116M | 0.5% | 2026-Q2 |
| TURTLE CREEK ASSET MANAGEMENT INC. trimmed | 1,548,907 | $116M | 0.5% | 2026-Q2 |
| Swiss National Bank trimmed | 1,531,070 | $111M | 0.5% | 2026-Q2 |
| AVIVA PLC added | 1,440,853 | $105M | 0.4% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 1,344,588 | $100M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 1,322,386 | $96M | 0.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,301,351 | $97M | 0.4% | 2026-Q2 |
| 59 North Capital Management, LP new | 1,212,270 | $91M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 1,200,436 | $62M | 0.3% | 2026-Q2 |
| James Hambro & Partners LLP added | 1,175,157 | $86M | 0.4% | 2026-Q2 |
| Dorsey Asset Management, LLC trimmed | 1,150,578 | $86M | 0.4% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,117,308 | $82M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,117,266 | $81M | 0.3% | 2026-Q2 |
| Aristotle Capital Management, LLC trimmed | 1,110,306 | $83M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 1,018,341 | $76M | 0.3% | 2026-Q2 |
| BloombergSen Inc. trimmed | 985,609 | $74M | 0.3% | 2026-Q2 |
| Markel Group Inc. added | 974,361 | $73M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 822,514 | $60M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 782,773 | $58M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 740,492 | $55M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 732,481 | $54M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 716,647 | $54M | 0.2% | 2026-Q2 |
| Broad Run Investment Management, LLC trimmed | 702,078 | $51M | 0.2% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 696,536 | $52M | 0.2% | 2026-Q2 |
| Liontrust Investment Partners LLP new | 683,211 | $50M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 673,722 | $50M | 0.2% | 2026-Q2 |
| MONTRUSCO BOLTON INVESTMENTS INC. trimmed | 662,699 | $48M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 662,621 | $50M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 661,240 | $49M | 0.2% | 2026-Q2 |
| Fiera Capital Corp trimmed | 613,299 | $46M | 0.2% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC added | 600,494 | $45M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 600,344 | $45M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 565,115 | $42M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 554,208 | $40M | 0.2% | 2026-Q2 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 543,225 | $40M | 0.2% | 2026-Q2 |
| LFL Advisers, LLC trimmed | 539,054 | $40M | 0.2% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC trimmed | 516,034 | $39M | 0.2% | 2026-Q2 |
| FMR LLC added | 509,719 | $38M | 0.2% | 2026-Q2 |
| Central Securities Corp trimmed | 500,000 | $37M | 0.2% | 2026-Q2 |
| ASR Vermogensbeheer N.V. trimmed | 479,725 | $35M | 0.1% | 2026-Q2 |
| Spinecap SAS new | 476,262 | $36M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 457,957 | $34M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 431,766 | $32M | 0.1% | 2026-Q2 |
| GOODNOW INVESTMENT GROUP, LLC trimmed | 410,889 | $31M | 0.1% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 410,216 | $31M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 408,639 | $31M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 393,853 | $29M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 378,097 | $28M | 0.1% | 2026-Q2 |
| Quilter Plc trimmed | 367,171 | $27M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 351,537 | $26M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 337,967 | $25M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 328,007 | $24M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 325,693 | $24M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 314,227 | $23M | 0.1% | 2026-Q2 |
| APG Asset Management N.V. added | 298,600 | $19M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 279,370 | $21M | 0.1% | 2026-Q2 |
| TD Asset Management Inc trimmed | 275,539 | $20M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM new | 274,210 | $21M | 0.1% | 2026-Q2 |
| STRS OHIO new | 268,008 | $20M | 0.1% | 2026-Q2 |
| CAMBIAR INVESTORS LLC trimmed | 262,697 | $20M | 0.1% | 2026-Q2 |
| Ceredex Value Advisors LLC new | 260,825 | $20M | 0.1% | 2026-Q2 |
| Baader Bank Aktiengesellschaft trimmed | 255,814 | $19M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 247,700 | $19M | 0.1% | 2026-Q2 |
| Giverny Capital Inc. trimmed | 246,369 | $22M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC added | 174,669 | $943M | 4.0% | 2026-Q2 |
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.