137 tracked 13F filers disclose a position in SHEN as of the latest SEC 13F filings, a combined $601.2M 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. | $107.6M | 7.0M | ▼−0.6% Reduced · −39K sh | Q1 2026 | |
| 2 | GCM Grosvenor Holdings, LLC | $63.5M | 4.1M | ▲+0.3% Added · +11K sh | Q1 2026 | |
| 3 | ECP ControlCo, LLC | $53.3M | 3.5M | —Held | Q1 2026 | |
| 4 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $45.3M | 2.9M | —Held | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $38.1M | 2.5M | ▼−0.6% Reduced · −16K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $33.6M | 2.2M | →First observed position No prior filed position | Q1 2026 | |
| 7 | STATE STREET CORP | $30.2M | 2.0M | ▲+1.7% Added · +32K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $19.3M | 1.3M | ▲+4.0% Added · +48K sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $18.4M | 1.2M | ▲+9.7% Added · +106K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $18.2M | 1.2M | ▲+8.8% Added · +96K sh | Q1 2026 | |
| 11 | COOPER INVESTORS PTY LTD | $14.0M | 930K | ▼−0.8% Reduced · −7K sh | Q2 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $13.6M | 882K | →First observed position No prior filed position | Q1 2026 | |
| 13 | Broad Run Investment Management, LLC | $13.5M | 878K | ▼−1.4% Reduced · −13K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.1M | 787K | ▼−1.1% Reduced · −9K sh | Q1 2026 | |
| 15 | Whitebark Investors LP | $11.2M | 726K | ▲+72% Added · +303K sh | Q1 2026 | |
| 16 | Cerity Partners LLC | $9.9M | 644K | ▲+0.1% Added · +626 sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $7.5M | 486K | ▲+6.4% Added · +29K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $6.1M | 394K | ▲+5.6% Added · +21K sh | Q1 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.8M | 378K | ▲+6.9% Added · +25K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $4.8M | 310K | ▲+23% Added · +58K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $4.7M | 304K | →First observed position No prior filed position | Q1 2026 | |
| 22 | GAMCO INVESTORS, INC. ET AL | $4.2M | 270K | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $4.1M | 264K | ▼−4.9% Reduced · −14K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $4.0M | 256K | ▲+35% Added · +66K sh | Q1 2026 | |
| 25 | Empowered Funds, LLC | $3.8M | 248K | ▲+8.6% Added · +20K 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, 8 funds opened a new position in SHEN and 18 added to an existing one, while 10 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 | 43 funds | $21.8B |
| AMAZON.COM INCAMZN | 43 funds | $15.6B |
| ALPHABET INC-CL AGOOGL | 43 funds | $13.6B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 43 funds | $7.3B |
| ELI LILLY & COLLY | 43 funds | $5.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 43 funds | $5.5B |
| COSTCO WHOLESALE CORPCOST | 43 funds | $3.8B |
| UNITEDHEALTH GROUP INCUNH | 43 funds | $2.3B |
| BANK OF AMERICA CORPBAC | 43 funds | $2.2B |
| LAM RESEARCH CORPLRCX | 43 funds | $2.1B |
| NVIDIA CORPNVDA | 42 funds | $31.8B |
Ranked by how many of SHEN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 11, 2025 | ECP ControlCo, LLC | 10% Owner | Buy (P) | 2K | $24K |
| Sep 11, 2025 | Hill City Holdings GP, LLC | 10% Owner | Buy (P) | 2K | $24K |
| Sep 10, 2025 | ECP ControlCo, LLC | 10% Owner | Buy (P) | 14K | $180K |
| Sep 10, 2025 | Hill City Holdings GP, LLC | 10% Owner | Buy (P) | 14K | $180K |
| Sep 9, 2025 | ECP Fiber Holdings GP, LLC | 10% Owner | Buy (P) | 362 | $5K |
| Sep 9, 2025 | Energy Capital Partners GP IV, LP | 10% Owner | Buy (P) | 362 | $5K |
| Sep 8, 2025 | ECP Fiber Holdings GP, LLC | 10% Owner | Buy (P) | 147 | $2K |
| Sep 8, 2025 | Energy Capital Partners GP IV, LP | 10% Owner | Buy (P) | 147 | $2K |
| Sep 5, 2025 | Hill City Holdings GP, LLC | 10% Owner | Buy (P) | 3K | $40K |
| Sep 5, 2025 | ENERGY CAPITAL PARTNERS IV-A, LP | 10% Owner | Buy (P) | 3K | $40K |
| Sep 4, 2025 | Hill City Holdings GP, LLC | 10% Owner | Buy (P) | 2K | $27K |
| Sep 4, 2025 | ENERGY CAPITAL PARTNERS IV-A, LP | 10% Owner | Buy (P) | 2K | $27K |
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/SHEN/capital-change-brief"
Use Arkolith's capital_change_brief for SHEN. 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 SHEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.