284 tracked 13F filers disclose a position in SHC as of the latest SEC 13F filings, a combined $4.0B 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 | Darsana Capital Partners LP | $372.8M | 26.0M | —Held | Q1 2026 | |
| 2 | Sessa Capital IM, L.P. | $330.5M | 23.1M | ▲+12% Added · +2.5M sh | Q1 2026 | |
| 3 | Sculptor Capital LP | $311.4M | 21.7M | ▲+3.4% Added · +718K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $299.0M | 20.8M | ▲+15% Added · +2.8M sh | Q1 2026 | |
| 5 | WARBURG PINCUS LLC | $273.9M | 19.1M | ▼−44% Reduced · −15.0M sh | Q1 2026 | |
| 6 | GTCR LLC | $182.6M | 12.7M | ▼−44% Reduced · −10.0M sh | Q1 2026 | |
| 7 | Sachem Head Capital Management LP | $167.0M | 11.6M | —Held | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $153.9M | 10.7M | →First observed position No prior filed position | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $152.1M | 10.6M | →First observed position No prior filed position | Q1 2026 | |
| 10 | JANUS HENDERSON GROUP PLC | $131.4M | 9.2M | ▲+35% Added · +2.4M sh | Q1 2026 | |
| 11 | T. Rowe Price Investment Management, Inc. | Withheld | 9.1M | ▲+2.9% Added · +261K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $147.8M | 8.3M | ▲+19% Added · +1.3M sh | Q2 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $95.9M | 6.7M | ▲+135% Added · +3.9M sh | Q1 2026 | |
| 14 | Two Seas Capital LP | $86.4M | 6.0M | ▲+37% Added · +1.6M sh | Q1 2026 | |
| 15 | Voss Capital, LP | $103.4M | 5.8M | ▲+20% Added · +954K sh | Q2 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $79.1M | 5.5M | ▲+6.9% Added · +358K sh | Q1 2026 | |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | $92.7M | 5.2M | ▲+13% Added · +580K sh | Q2 2026 | |
| 18 | Irenic Capital Management LP | $91.3M | 5.1M | ▲+18% Added · +782K sh | Q2 2026 | |
| 19 | LAKEWOOD CAPITAL MANAGEMENT, LP | $58.9M | 4.1M | ▲+21% Added · +705K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $57.5M | 4.0M | ▲935× Added · +4.0M sh | Q1 2026 | |
| 21 | Ancora Advisors LLC | $47.6M | 2.7M | ▲Added Added · +2.7M sh | Q2 2026 | |
| 22 | NORGES BANK | $45.3M | 2.6M | ▲+197% Added · +1.7M sh | Q4 2025 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35.8M | 2.5M | ▲+16% Added · +349K sh | Q1 2026 | |
| 24 | DME Capital Management, LP | $29.6M | 2.1M | ▲+348% Added · +1.6M sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $29.6M | 2.1M | ▲+102% Added · +1.0M 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, 10 funds opened a new position in SHC and 30 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 148 funds | $203.9B |
| AMAZON.COM INCAMZN | 147 funds | $152.2B |
| NVIDIA CORPNVDA | 146 funds | $306.0B |
| ALPHABET INC-CL AGOOGL | 146 funds | $118.6B |
| META PLATFORMS INC-CLASS AMETA | 145 funds | $84.0B |
| VISA INC-CLASS A SHARESV | 144 funds | $44.9B |
| BROADCOM INCAVGO | 143 funds | $123.9B |
| BANK OF AMERICA CORPBAC | 142 funds | $21.5B |
| APPLE INCAAPL | 141 funds | $230.0B |
| ELI LILLY & COLLY | 141 funds | $62.5B |
| MICRON TECHNOLOGY INCMU | 141 funds | $32.5B |
| LAM RESEARCH CORPLRCX | 141 funds | $28.7B |
Ranked by how many of SHC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Petras Michael B. Jr. | Executive Chairman, Director | Sell (S) | 850K | $15.7M |
| Aug 17, 2026 | Petras Michael B. Jr. | Executive Chairman, Director | Sell (S) | 295K | $5.4M |
| Aug 7, 2026 | Rutz Michael P | President of Sterigenics | Sell (S) | 150K | $2.8M |
| May 13, 2026 | WARBURG PINCUS & CO. | Director, 10% Owner | Sell (S) | 19.1M | $289.8M |
| May 13, 2026 | GTCR INVESTMENT XI LLC | Director, 10% Owner | Sell (S) | 12.7M | $193.2M |
| May 13, 2026 | WARBURG PINCUS & CO. | Director, 10% Owner | Sell (S) | 19.1M | $289.8M |
| Mar 6, 2026 | GTCR CO-INVEST XI LP | Director, 10% Owner | Sell (S) | 10.0M | $152.7M |
| Mar 6, 2026 | Warburg Pincus Partners II, L.P. | Director, 10% Owner | Sell (S) | 15.0M | $229.1M |
| Mar 6, 2026 | Warburg Pincus Partners GP LLC | Director, 10% Owner | Sell (S) | 15.0M | $229.1M |
| Dec 8, 2025 | Petras Michael B. Jr. | Chairman & CEO, Director | Sell (S) | 316K | $5.2M |
| Dec 8, 2025 | Petras Michael B. Jr. | Chairman & CEO, Director | Sell (S) | 395K | $6.5M |
| Dec 8, 2025 | Petras Michael B. Jr. | Chairman & CEO, Director | Sell (S) | 39K | $646K |
| Class | 13F holders | Value held |
|---|---|---|
| SHCthis pagecs | 284 funds | $4.0B |
| 83601L105COM | 1 funds | $72.3M |
| 83601L103COM | 1 funds | $12.1M |
| 83601L104JUNIOR GOLD MINE | 1 funds | $3.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SHC
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/SHC/capital-change-brief"
Use Arkolith's capital_change_brief for SHC. 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 SHC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.