Among active 13F managers last quarter, 3 opened and 24 added, while 22 reduced; the largest holder to move was Fisher Asset Management, LLC (−6.4%). Over the last 180 days, 1 insider sold and none bought, a net -$543K in open-market trades.
The legs disagree, or only one of them leans.
208 tracked 13F filers disclose a position in SBH as of the latest SEC 13F filings, a combined $1.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15.8M | $223.2M | ▲+4.0% Added · +606K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 6.4M | $90.9M | ▲+2.1% Added · +130K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 5.9M | $81.3M | ▲+3.6% Added · +202K sh | Q1 2026 | |
| 4 | State Street Corp | 4.4M | $62.8M | ▲+1.4% Added · +61K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 4.2M | $60.0M | ▼−0.4% Reduced · −19K sh | Q2 2026 | |
| 6 | Fisher Asset Management, LLC | 3.9M | $53.4M | ▼−6.4% Reduced · −265K sh | Q1 2026 | |
| 7 | FMR LLC | 3.7M | $52.8M | ▲+2.8% Added · +103K sh | Q2 2026 | |
| 8 | Goldman Sachs Group Inc | 3.6M | $50.1M | ▼−9.2% Reduced · −365K sh | Q1 2026 | |
| 9 | Wasatch Advisors LP | 3.3M | $46.7M | ▼−2.6% Reduced · −88K sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 3.3M | $46.1M | ▲+28% Added · +718K sh | Q2 2026 | |
| 11 | Victory Capital Management Inc | 3.1M | $42.4M | ▼−0.7% Reduced · −20K sh | Q1 2026 | |
| 12 | Ranmore Fund Management Ltd | 3.0M | $42.4M | ▲+23% Added · +568K sh | Q2 2026 | |
| 13 | American Century Companies Inc | 2.8M | $39.3M | ▲+22% Added · +514K sh | Q1 2026 | |
| 14 | D. E. Shaw & Co., Inc. | 2.8M | $38.2M | ▲+19% Added · +441K sh | Q1 2026 | |
| 15 | Charles Schwab Investment Management Inc | 2.4M | $33.7M | ▼−2.4% Reduced · −60K sh | Q1 2026 | |
| 16 | Morgan Stanley | 1.6M | $22.7M | ▼−2.1% Reduced · −34K sh | Q1 2026 | |
| 17 | Arrowstreet Capital, Limited Partnership | 1.1M | $15.4M | ▼−25% Reduced · −374K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 1.1M | $14.7M | ▲+3.6% Added · +37K sh | Q1 2026 | |
| 19 | Bridgeway Capital Management, LLC | 997K | $14.1M | ▲+1.9% Added · +18K sh | Q2 2026 | |
| 20 | Gamco Investors, Inc. Et Al | 813K | $11.3M | ▼−1.0% Reduced · −9K sh | Q1 2026 | |
| 21 | Squarepoint Ops LLC | 778K | $10.8M | ▲+80% Added · +347K sh | Q1 2026 | |
| 22 | Millennium Management LLC | 746K | $10.3M | ▲+14% Added · +91K sh | Q1 2026 | |
| 23 | UBS Group AG | 735K | $10.2M | ▼−15% Reduced · −129K sh | Q1 2026 | |
| 24 | Cambria Investment Management, L.P. | 698K | $9.9M | ▲35× Added · +678K sh | Q2 2026 | |
| 25 | Bank of New York Mellon Corp | 663K | $9.2M | ▼−4.7% Reduced · −32K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in SBH and 24 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 110 funds | $218.9B |
| Amazon.com IncAMZN | 110 funds | $171.8B |
| Nvidia CorpNVDA | 108 funds | $343.8B |
| Apple IncAAPL | 108 funds | $251.4B |
| Alphabet Inc-CL AGOOGL | 107 funds | $153.9B |
| JPMorgan Chase & CoJPM | 106 funds | $50.5B |
| Meta Platforms Inc-Class AMETA | 105 funds | $93.4B |
| Eli Lilly & CoLLY | 105 funds | $75.7B |
| Oracle CorpORCL | 105 funds | $19.2B |
| Alphabet Inc-CL CGOOG | 104 funds | $108.1B |
| Visa Inc-Class A SharesV | 104 funds | $50.5B |
| Mastercard Inc - AMA | 104 funds | $47.6B |
Ranked by how many of SBH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SBH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 8, 2026 | Platz Marlo Michelle Cormier | Former SVP & CFO | Sell (S) | 43K | $543K |
| Dec 11, 2025 | McIntosh Kim | GVP, CONTROLLER & CAO | Sell (S) | 6K | $93K |
| Dec 1, 2025 | Sherman Scott C | SVP, CLO and CHRO | Sell (S) | 15K | $244K |
| Sep 4, 2025 | Rangel Max R. | Director | Buy (P) | 4K | $49K |
| Aug 13, 2025 | Perelman Debra Golding | Director | Buy (P) | 2K | $31K |
| Aug 8, 2025 | Paulonis Denise | President & CEO, Director | Buy (P) | 5K | $53K |
| Aug 7, 2025 | Ferguson Diana Sue | Director | Buy (P) | 3K | $30K |
| Nov 25, 2024 | McIntosh Kim | GVP, CONTROLLER & CAO | Sell (S) | 4K | $62K |
| Nov 25, 2024 | Sherman Scott C | See Remarks | Sell (S) | 14K | $196K |
| Feb 22, 2024 | Sherman Scott C | See Remarks | Sell (S) 2 lots, same day | 10K | $130K |
| Dec 12, 2023 | Paulonis Denise | President & CEO, Director | Buy (P) | 4K | $45K |
| Feb 16, 2023 | Spinks Mark Gregory | See Remarks | Sell (S) | 35K | $609K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 44 | 42 | – |
Insiders Form 4 open-market | 0 | 1 | -$543K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SBHthis pagecs | 208 funds | $1.3B |
| 79546E108COM | 1 funds | $5K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SBH
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SBH/capital-change-brief"
Use Arkolith's capital_change_brief for SBH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SBH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.