477 tracked 13F filers disclose a position in SGI as of the latest SEC 13F filings, a combined $15.3B 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 | FMR LLC | $2.1B | 27.9M | ▼−4.7% Reduced · −1.4M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.5B | 20.1M | ▲+2.4% Added · +481K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $671.1M | 9.1M | →First observed position No prior filed position | Q1 2026 | |
| 4 | Linonia Partnership LP | $649.2M | 8.8M | ▲~0% Added · +4K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $623.8M | 8.4M | →First observed position No prior filed position | Q1 2026 | |
| 6 | WINDACRE PARTNERSHIP LLC | $607.8M | 8.2M | ▼−12% Reduced · −1.1M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $570.8M | 7.3M | ▲+5.7% Added · +390K sh | Q2 2026 | |
| 8 | BROWNING WEST LP | $499.4M | 6.4M | ▲+8.0% Added · +473K sh | Q2 2026 | |
| 9 | ABRAMS CAPITAL MANAGEMENT, L.P. | $428.6M | 5.8M | ▼−0.1% Reduced · −5K sh | Q1 2026 | |
| 10 | D1 Capital Partners L.P. | $390.1M | 5.0M | ▲+6.1% Added · +287K sh | Q2 2026 | |
| 11 | Artisan Partners Limited Partnership | $342.2M | 4.6M | ▲+51% Added · +1.6M sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $301.0M | 4.3M | ▲+27% Added · +910K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $314.1M | 4.0M | ▼−18% Reduced · −851K sh | Q2 2026 | |
| 14 | Boston Partners | $280.9M | 3.8M | ▼−4.4% Reduced · −175K sh | Q1 2026 | |
| 15 | Allspring Global Investments Holdings, LLC | $256.7M | 3.3M | ▲+9.2% Added · +280K sh | Q2 2026 | |
| 16 | LONDON CO OF VIRGINIA | $234.9M | 3.2M | ▼−8.5% Reduced · −295K sh | Q1 2026 | |
| 17 | NORGES BANK | $270.8M | 3.0M | ▼−2.6% Reduced · −82K sh | Q4 2025 | |
| 18 | TIMUCUAN ASSET MANAGEMENT INC/FL | $217.4M | 2.9M | ▼−2.0% Reduced · −60K sh | Q1 2026 | |
| 19 | Darsana Capital Partners LP | $196.3M | 2.7M | ▼−11% Reduced · −345K sh | Q1 2026 | |
| 20 | Third Point LLC | $201.5M | 2.6M | ▲+13% Added · +300K sh | Q2 2026 | |
| 21 | BECK MACK & OLIVER LLC | $178.1M | 2.4M | ▲+3.7% Added · +86K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $165.8M | 2.2M | ▼−11% Reduced · −283K sh | Q1 2026 | |
| 23 | Point72 Asset Management, L.P. | $163.9M | 2.2M | ▲+508% Added · +1.9M sh | Q1 2026 | |
| 24 | Avantyr Capital Partners, LP | $168.8M | 2.2M | ▲+245% Added · +1.5M sh | Q2 2026 | |
| 25 | MORGAN STANLEY | $154.1M | 2.1M | ▲+77% Added · +905K 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, 4 funds opened a new position in SGI and 42 added to an existing one, while 17 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 275 funds | $193.7B |
| NVIDIA CORPNVDA | 269 funds | $378.6B |
| MICROSOFT CORPMSFT | 268 funds | $253.6B |
| META PLATFORMS INC-CLASS AMETA | 268 funds | $114.7B |
| ALPHABET INC-CL AGOOGL | 261 funds | $162.1B |
| APPLE INCAAPL | 256 funds | $280.1B |
| BROADCOM INCAVGO | 256 funds | $145.9B |
| VISA INC-CLASS A SHARESV | 256 funds | $62.0B |
| ELI LILLY & COLLY | 252 funds | $73.2B |
| JPMORGAN CHASE & COJPM | 251 funds | $60.5B |
| MICRON TECHNOLOGY INCMU | 247 funds | $38.7B |
| TESLA INCTSLA | 246 funds | $70.1B |
Ranked by how many of SGI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | THOMPSON SCOTT L | CEO & PRESIDENT, Director | Buy (P) | 30K | $1.9M |
| May 22, 2026 | Rusing Steven H | President & CEO Mattress Firm | Sell (S) | 5K | $358K |
| May 22, 2026 | Rusing Steven H | President & CEO Mattress Firm | Sell (S) | 1K | $88K |
| Dec 2, 2025 | Dyer Simon | Director | Buy (P) | 30K | $2.8M |
| Dec 2, 2025 | Dyer Simon | Director | Buy (P) | 2K | $221K |
| Sep 5, 2025 | Gates Cathy R. | Director | Sell (S) | 6K | $522K |
| Aug 19, 2025 | BUSTER H CLIFFORD III | CEO of Tempur Sealy | Sell (S) | 70K | $5.7M |
| Aug 13, 2025 | Rao Bhaskar | EVP & Chief Financial Officer | Sell (S) | 19K | $1.5M |
| Aug 13, 2025 | Rao Bhaskar | EVP & Chief Financial Officer | Sell (S) | 77K | $6.0M |
| Aug 13, 2025 | Rao Bhaskar | EVP & Chief Financial Officer | Sell (S) | 203 | $16K |
| Jun 11, 2025 | BUSTER H CLIFFORD III | CEO, North America | Sell (S) | 22K | $1.5M |
| Jun 11, 2025 | MONTGOMERY DAVID | EVP Global Business Strategy | Sell (S) | 46K | $3.0M |
| Class | 13F holders | Value held |
|---|---|---|
| SGIthis pagecs | 477 funds | $15.3B |
| 88023UAH4Corporate Bond - Domestic | 1 funds | $91K |
| 88023UAJ0Corporate Bond - Domestic | 1 funds | $68K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SGI
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/SGI/capital-change-brief"
Use Arkolith's capital_change_brief for SGI. 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 SGI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.