195 tracked 13F filers disclose a position in SBH as of the latest SEC 13F filings, a combined $1.2B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $210.2M | 15.2M | ▲+1.9% Added · +288K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $87.2M | 6.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $81.3M | 5.9M | ▲+3.6% Added · +202K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $60.6M | 4.4M | ▼−4.9% Reduced · −228K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $59.0M | 4.3M | →First observed position No prior filed position | Q1 2026 | |
| 6 | Fisher Asset Management, LLC | $53.4M | 3.9M | ▼−6.4% Reduced · −265K sh | Q1 2026 | |
| 7 | FMR LLC | $50.3M | 3.6M | ▲+1.1% Added · +38K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $50.1M | 3.6M | ▼−9.2% Reduced · −365K sh | Q1 2026 | |
| 9 | WASATCH ADVISORS LP | $46.7M | 3.3M | ▼−2.6% Reduced · −88K sh | Q2 2026 | |
| 10 | VICTORY CAPITAL MANAGEMENT INC | $42.4M | 3.1M | ▼−0.7% Reduced · −20K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $39.3M | 2.8M | ▲+22% Added · +514K sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $38.2M | 2.8M | ▲+19% Added · +441K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $35.2M | 2.5M | ▲+0.6% Added · +14K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $33.7M | 2.4M | ▼−2.4% Reduced · −60K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $22.7M | 1.6M | ▼−2.1% Reduced · −34K sh | Q1 2026 | |
| 16 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $18.3M | 1.3M | ▲+91% Added · +628K sh | Q1 2026 | |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.4M | 1.1M | ▼−25% Reduced · −374K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $14.7M | 1.1M | ▲+3.6% Added · +37K sh | Q1 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $13.6M | 978K | ▼−2.9% Reduced · −29K sh | Q1 2026 | |
| 20 | GAMCO INVESTORS, INC. ET AL | $11.3M | 813K | ▼−1.0% Reduced · −9K sh | Q1 2026 | |
| 21 | Squarepoint Ops LLC | $10.8M | 778K | ▲+80% Added · +347K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $10.3M | 746K | ▲+14% Added · +91K sh | Q1 2026 | |
| 23 | UBS Group AG | $10.2M | 735K | ▼−15% Reduced · −129K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $9.2M | 663K | ▼−4.7% Reduced · −32K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $8.7M | 631K | →First observed position No prior filed position | 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.
Last quarter, 7 funds opened a new position in SBH and 21 added to an existing one, while 24 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 77 funds | $49.2B |
| MICROSOFT CORPMSFT | 77 funds | $34.4B |
| AMAZON.COM INCAMZN | 76 funds | $26.6B |
| META PLATFORMS INC-CLASS AMETA | 76 funds | $16.8B |
| ALPHABET INC-CL AGOOGL | 75 funds | $24.7B |
| VISA INC-CLASS A SHARESV | 75 funds | $7.8B |
| MASTERCARD INC - AMA | 75 funds | $5.9B |
| ADVANCED MICRO DEVICESAMD | 75 funds | $4.5B |
| CHEVRON CORPCVX | 75 funds | $4.5B |
| APPLE INCAAPL | 74 funds | $40.4B |
| BROADCOM INCAVGO | 74 funds | $19.4B |
| MICRON TECHNOLOGY INCMU | 74 funds | $7.3B |
Ranked by how many of SBH's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 8K | $104K |
| Feb 22, 2024 | Sherman Scott C | See Remarks | Sell (S) | 2K | $26K |
| Dec 12, 2023 | Paulonis Denise | President & CEO, Director | Buy (P) | 4K | $45K |
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.