199 tracked 13F filers disclose a position in SHO as of the latest SEC 13F filings, a combined $1.7B 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. | $297.2M | 33.0M | ▲+0.6% Added · +198K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $174.9M | 19.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $98.3M | 10.8M | ▼−1.3% Reduced · −141K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $91.0M | 10.1M | ▲+21% Added · +1.8M sh | Q1 2026 | |
| 5 | Blackstone Inc. | $77.9M | 8.6M | —Held | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $77.1M | 8.6M | →First observed position No prior filed position | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $45.6M | 5.1M | ▲+3.7% Added · +181K sh | Q1 2026 | |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $45.9M | 4.7M | ▼−7.0% Reduced · −354K sh | Q1 2026 | |
| 9 | Alyeska Investment Group, L.P. | $42.3M | 4.7M | ▼−12% Reduced · −671K sh | Q1 2026 | |
| 10 | PRUDENTIAL FINANCIAL INC | $41.7M | 4.6M | ▲+5.3% Added · +234K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $38.6M | 4.3M | ▲+1.9% Added · +79K sh | Q1 2026 | |
| 12 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $35.7M | 4.0M | ▼−9.6% Reduced · −420K sh | Q1 2026 | |
| 13 | WESTWOOD HOLDINGS GROUP INC | $33.1M | 3.7M | ▼−3.0% Reduced · −114K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $32.3M | 3.6M | ▲+36% Added · +955K sh | Q1 2026 | |
| 15 | Woodline Partners LP | $32.0M | 3.5M | ▼−14% Reduced · −587K sh | Q1 2026 | |
| 16 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $27.9M | 3.1M | ▲+63% Added · +1.2M sh | Q1 2026 | |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | $27.5M | 3.1M | ▼−16% Reduced · −600K sh | Q1 2026 | |
| 18 | Legal & General Group Plc | $25.9M | 2.9M | ▼−16% Reduced · −530K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $23.8M | 2.6M | ▲+4.4% Added · +111K sh | Q1 2026 | |
| 20 | DIMENSIONAL FUND ADVISORS LP | $23.3M | 2.6M | ▲+2.1% Added · +54K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $22.2M | 2.5M | ▼−18% Reduced · −548K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $21.5M | 2.4M | ▼−3.7% Reduced · −92K sh | Q1 2026 | |
| 23 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $16.7M | 1.9M | ▲+3.2% Added · +58K sh | Q1 2026 | |
| 24 | Tributary Capital Management, LLC | $19.7M | 1.7M | ▼−2.9% Reduced · −51K sh | Q2 2026 | |
| 25 | Bank of New York Mellon Corp | $12.8M | 1.4M | ▼−2.6% Reduced · −37K 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, 5 funds opened a new position in SHO and 22 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 | 81 funds | $45.2B |
| ELI LILLY & COLLY | 81 funds | $11.5B |
| NVIDIA CORPNVDA | 80 funds | $66.4B |
| AMAZON.COM INCAMZN | 80 funds | $35.5B |
| BROADCOM INCAVGO | 80 funds | $23.1B |
| META PLATFORMS INC-CLASS AMETA | 80 funds | $20.9B |
| MASTERCARD INC - AMA | 80 funds | $8.4B |
| APPLE INCAAPL | 79 funds | $55.3B |
| ALPHABET INC-CL AGOOGL | 79 funds | $29.6B |
| JPMORGAN CHASE & COJPM | 79 funds | $13.2B |
| MICRON TECHNOLOGY INCMU | 79 funds | $8.9B |
| COSTCO WHOLESALE CORPCOST | 79 funds | $7.8B |
Ranked by how many of SHO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 24, 2026 | Springer Robert C | PRESIDENT AND CIO | Sell (S) | 90K | $1.0M |
| Jun 3, 2022 | Springer Robert C | President and CIO | Sell (S) | 1 | $12 |
| Dec 15, 2021 | PASQUALE DOUGLAS M | Interim CEO, Director | Buy (P) | 9K | $96K |
| Dec 13, 2021 | PASQUALE DOUGLAS M | Interim CEO, Director | Buy (P) | 2K | $19K |
| Jun 7, 2021 | Klein David M | General Counsel | Sell (S) | 25K | $332K |
| Mar 19, 2021 | Klein David M | General Counsel | Sell (S) | 699 | $9K |
| Mar 16, 2021 | RUSSELL KEITH P | Director | Sell (S) | 20K | $265K |
| Sep 22, 2020 | Hoffman Marc Andrew | Chief Operating Officer | Buy (P) | 10K | $76K |
| May 13, 2020 | BAIRD W BLAKE | Director | Buy (P) | 5K | $36K |
| Mar 31, 2020 | Arabia John V | President & CEO, Director | Buy (P) | 50K | $435K |
| Mar 31, 2020 | McCabe Murray J. | Director | Buy (P) | 18K | $150K |
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/SHO/capital-change-brief"
Use Arkolith's capital_change_brief for SHO. 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 SHO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.