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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
SUNB’s largest tracked holder by dollar value, DODGE & COX, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.8pp 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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DODGE & COX new | 53,101,847 | $3.5B | 17.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 26,099,040 | $1.7B | 8.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 19,727,920 | $1.3B | 6.7% | 2026-Q1 |
| ABRAMS BISON INVESTMENTS, LLC new | 12,561,085 | $818M | 4.2% | 2026-Q1 |
| HARRIS ASSOCIATES L P new | 11,653,333 | $759M | 3.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP new | 11,221,373 | $703M | 3.6% | 2026-Q1 |
| Invesco Ltd. new | 9,820,171 | $639M | 3.3% | 2026-Q1 |
| PRUDENTIAL PLC new | 92,145 | $585M | 3.0% | 2026-Q1 |
| Rothschild & Co Wealth Management UK Ltd new | 8,511,833 | $534M | 2.8% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 7,144,038 | $465M | 2.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 6,610,971 | $427M | 2.2% | 2026-Q1 |
| GARDNER RUSSO & QUINN LLC new | 6,049,133 | $394M | 2.0% | 2026-Q1 |
| Capital World Investors new | 5,692,089 | $363M | 1.9% | 2026-Q1 |
| Ruane, Cunniff & Goldfarb L.P. new | 5,488,261 | $357M | 1.9% | 2026-Q1 |
| Metropolis Capital Ltd new | 4,914,436 | $308M | 1.6% | 2026-Q1 |
| Amundi new | 4,214,807 | $274M | 1.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 3,980,077 | $254M | 1.3% | 2026-Q1 |
| BECK MACK & OLIVER LLC new | 3,377,221 | $220M | 1.1% | 2026-Q1 |
| AKO CAPITAL LLP new | 3,185,284 | $207M | 1.1% | 2026-Q1 |
| BAILLIE GIFFORD & CO new | 3,111,813 | $195M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp new | 2,816,619 | $183M | 1.0% | 2026-Q1 |
| MORGAN STANLEY new | 2,812,539 | $183M | 0.9% | 2026-Q1 |
| COOKE & BIELER LP new | 2,817,173 | $182M | 0.9% | 2026-Q1 |
| Legal & General Group Plc new | 2,857,761 | $179M | 0.9% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD new | 2,528,983 | $165M | 0.9% | 2026-Q1 |
| Nuveen, LLC new | 2,483,995 | $156M | 0.8% | 2026-Q1 |
| Unisphere Establishment new | 2,330,671 | $152M | 0.8% | 2026-Q1 |
| Rathbones Group PLC new | 2,292,966 | $146M | 0.8% | 2026-Q1 |
| Dorsey Asset Management, LLC new | 2,204,996 | $144M | 0.7% | 2026-Q1 |
| TURTLE CREEK ASSET MANAGEMENT INC. new | 2,201,287 | $143M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 1,964,452 | $128M | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC new | 2,015,224 | $127M | 0.7% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ new | 1,921,250 | $125M | 0.6% | 2026-Q1 |
| UBS Group AG new | 1,909,539 | $124M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ new | 1,843,172 | $120M | 0.6% | 2026-Q1 |
| Focus Partners Wealth new | 1,803,273 | $117M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 1,792,401 | $117M | 0.6% | 2026-Q1 |
| 1832 Asset Management L.P. new | 1,687,518 | $110M | 0.6% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP new | 1,676,178 | $105M | 0.5% | 2026-Q1 |
| Swiss National Bank new | 1,657,484 | $104M | 0.5% | 2026-Q1 |
| BARCLAYS PLC new | 1,528,635 | $99M | 0.5% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 1,541,104 | $97M | 0.5% | 2026-Q1 |
| PineStone Asset Management Inc. new | 1,472,137 | $96M | 0.5% | 2026-Q1 |
| AVIVA PLC new | 1,380,148 | $86M | 0.4% | 2026-Q1 |
| Fiera Capital Corp new | 1,249,410 | $81M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 1,248,176 | $78M | 0.4% | 2026-Q1 |
| Aristotle Capital Management, LLC new | 1,194,872 | $78M | 0.4% | 2026-Q1 |
| James Hambro & Partners LLP new | 1,165,325 | $73M | 0.4% | 2026-Q1 |
| Canoe Financial LP new | 1,127,182 | $73M | 0.4% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,065,923 | $68M | 0.4% | 2026-Q1 |
| BloombergSen Inc. new | 1,020,516 | $66M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 986,297 | $63M | 0.3% | 2026-Q1 |
| Markel Group Inc. new | 963,361 | $63M | 0.3% | 2026-Q1 |
| MONTRUSCO BOLTON INVESTMENTS INC. new | 1,002,578 | $57M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 830,625 | $54M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. new | 823,640 | $52M | 0.3% | 2026-Q1 |
| GOODNOW INVESTMENT GROUP, LLC new | 733,943 | $48M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 738,119 | $47M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC new | 738,175 | $47M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 697,931 | $45M | 0.2% | 2026-Q1 |
| Broad Run Investment Management, LLC new | 704,530 | $44M | 0.2% | 2026-Q1 |
| LFL Advisers, LLC new | 659,883 | $43M | 0.2% | 2026-Q1 |
| CITIGROUP INC new | 635,442 | $41M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec new | 615,690 | $40M | 0.2% | 2026-Q1 |
| Central Securities Corp new | 600,000 | $39M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC new | 798,977 | $38M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 565,000 | $37M | 0.2% | 2026-Q1 |
| ASR Vermogensbeheer N.V. new | 586,983 | $37M | 0.2% | 2026-Q1 |
| Life Cycle Investment Partners Ltd new | 565,205 | $36M | 0.2% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC new | 546,114 | $36M | 0.2% | 2026-Q1 |
| OMERS ADMINISTRATION Corp new | 563,359 | $35M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. new | 555,013 | $35M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 534,606 | $35M | 0.2% | 2026-Q1 |
| CAISSE DES DEPOTS ET CONSIGNATIONS new | 543,225 | $34M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 560,208 | $32M | 0.2% | 2026-Q1 |
| BlackRock, Inc. new | 474,705 | $31M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC new | 488,181 | $31M | 0.2% | 2026-Q1 |
| AEGON ASSET MANAGEMENT UK Plc new | 486,813 | $30M | 0.2% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC new | 461,710 | $30M | 0.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC new | 401,190 | $30M | 0.2% | 2026-Q1 |
| Evelyn Partners Investment Management LLP new | 444,828 | $29M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP new | 442,045 | $29M | 0.1% | 2026-Q1 |
| FMR LLC new | 441,768 | $29M | 0.1% | 2026-Q1 |
| Quilter Plc new | 411,581 | $27M | 0.1% | 2026-Q1 |
| Andra AP-fonden new | 5,520 | $26M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ new | 393,491 | $26M | 0.1% | 2026-Q1 |
| Crow's Nest Holdings LP new | 372,633 | $24M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 358,861 | $23M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 367,541 | $23M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 354,530 | $23M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 367,203 | $23M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 343,934 | $22M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO new | 328,756 | $21M | 0.1% | 2026-Q1 |
| Loews Corp new | 320,000 | $21M | 0.1% | 2026-Q1 |
| Baader Bank Aktiengesellschaft new | 325,710 | $20M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) new | 325,680 | $20M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA new | 324,463 | $20M | 0.1% | 2026-Q1 |
| TD Asset Management Inc new | 307,761 | $19M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. new | 282,000 | $18M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 281,864 | $18M | 0.1% | 2026-Q1 |
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.