540 tracked 13F filers disclose a position in SF as of the latest SEC 13F filings, a combined $9.3B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.1B | 14.5M | ▲+55% Added · +5.2M sh | Q1 2026 | |
| 2 | AQR CAPITAL MANAGEMENT LLC | $622.1M | 8.5M | ▲+193% Added · +5.6M sh | Q1 2026 | |
| 3 | FMR LLC | $601.4M | 8.1M | ▲+47% Added · +2.6M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $526.6M | 7.1M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $491.4M | 6.6M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $340.2M | 4.9M | ▲+4.8% Added · +223K sh | Q2 2026 | |
| 7 | Boston Partners | $313.5M | 4.2M | ▲+83% Added · +1.9M sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $279.1M | 3.8M | ▲+65% Added · +1.5M sh | Q1 2026 | |
| 9 | EARNEST PARTNERS LLC | $251.8M | 3.6M | ▼−2.2% Reduced · −82K sh | Q2 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $202.2M | 2.9M | ▲+1.6% Added · +45K sh | Q2 2026 | |
| 11 | ALLIANCEBERNSTEIN L.P. | $339.0M | 2.7M | ▲+28% Added · +584K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $193.4M | 2.6M | ▲+52% Added · +891K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $146.0M | 2.0M | ▲+41% Added · +569K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $138.6M | 1.9M | ▲+59% Added · +693K sh | Q1 2026 | |
| 15 | Fisher Asset Management, LLC | $124.8M | 1.7M | ▲+41% Added · +490K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $113.1M | 1.5M | ▲+53% Added · +527K sh | Q1 2026 | |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. | $100.3M | 1.4M | ▲+18% Added · +219K sh | Q2 2026 | |
| 18 | NORGES BANK | $172.4M | 1.4M | ▼−0.3% Reduced · −4K sh | Q4 2025 | |
| 19 | Bank of New York Mellon Corp | $101.1M | 1.4M | ▲+41% Added · +395K sh | Q1 2026 | |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | $100.9M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $98.6M | 1.3M | ▲+58% Added · +492K sh | Q1 2026 | |
| 22 | MARSHALL WACE, LLP | $95.5M | 1.3M | ▲+0.6% Added · +8K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $93.5M | 1.3M | ▲+153% Added · +765K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $82.2M | 1.1M | ▲+19% Added · +176K sh | Q1 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $79.5M | 1.1M | ▲+49% Added · +351K 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.
Last quarter, 2 funds opened a new position in SF and 46 added to an existing one, while 7 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 320 funds | $276.1B |
| AMAZON.COM INCAMZN | 318 funds | $208.3B |
| META PLATFORMS INC-CLASS AMETA | 315 funds | $117.0B |
| NVIDIA CORPNVDA | 311 funds | $403.1B |
| JPMORGAN CHASE & COJPM | 311 funds | $68.8B |
| ALPHABET INC-CL AGOOGL | 309 funds | $177.7B |
| APPLE INCAAPL | 306 funds | $304.0B |
| BROADCOM INCAVGO | 302 funds | $158.5B |
| ELI LILLY & COLLY | 301 funds | $80.0B |
| VISA INC-CLASS A SHARESV | 301 funds | $65.0B |
| COSTCO WHOLESALE CORPCOST | 294 funds | $41.1B |
| MICRON TECHNOLOGY INCMU | 292 funds | $46.1B |
Ranked by how many of SF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 23, 2026 | Brown Maryam S. | Director | Sell (S) | 3K | $198K |
| Jul 23, 2026 | Brown Maryam S. | Director | Sell (S) | 2K | $174K |
| Feb 2, 2026 | Rubulotta David | Insider | Sell (S) | 400 | $50K |
| Jan 29, 2026 | ZEMLYAK JAMES M | President | Sell (S) | 9 | $1K |
| Aug 13, 2025 | ZEMLYAK JAMES M | Co-President | Buy (P) | 2 | $232 |
| Aug 12, 2025 | ZEMLYAK JAMES M | Co-President | Buy (P) | 2 | $228 |
| Aug 11, 2025 | ZEMLYAK JAMES M | Co-President | Buy (P) | 1 | $112 |
| Aug 7, 2025 | ZEMLYAK JAMES M | Co-President | Buy (P) | 4 | $441 |
| Jun 6, 2025 | ZIMMERMAN MICHAEL J | Director | Sell (S) | 5K | $482K |
| Jun 6, 2025 | ZIMMERMAN MICHAEL J | Director | Sell (S) | 5K | $485K |
| May 13, 2025 | PEACOCK DAVID A | Director | Sell (S) | 13K | $1.3M |
| Nov 22, 2024 | WEISEL THOMAS W | Director | Sell (S) | 13K | $1.5M |
| Class | 13F holders | Value held |
|---|---|---|
| SFthis pagecs | 540 funds | $9.3B |
| 860630870Preferred Stock | 3 funds | $28K |
| 860630607Preferred Stock | 2 funds | $5K |
| 860630706PREFERR | 1 funds | $132K |
| 860630862PFD | 1 funds | $32K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SF
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/SF/capital-change-brief"
Use Arkolith's capital_change_brief for SF. 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 SF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.