Among active 13F managers last quarter, 8 opened and 26 added, while 17 reduced; the largest holder to move was Woodline Partners LP (+30%). Over the last 180 days, 1 insider sold and none bought, a net -$1.0M in open-market trades.
The legs disagree, or only one of them leans.
232 tracked 13F filers disclose a position in SHO as of the latest SEC 13F filings, a combined $1.9B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 35.1M | $402.1M | ▲+6.5% Added · +2.1M sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 19.7M | $226.0M | ▲+1.7% Added · +324K sh | Q2 2026 | |
| 3 | State Street Corp | 10.7M | $123.9M | ▼−0.6% Reduced · −67K sh | Q2 2026 | |
| 4 | Bank Of America Corp | 10.1M | $91.0M | ▲+21% Added · +1.8M sh | Q1 2026 | |
| 5 | Blackstone Inc. | 8.6M | $77.9M | —Held | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 8.4M | $95.7M | ▼−2.4% Reduced · −203K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 5.2M | $59.5M | ▲+2.7% Added · +137K sh | Q2 2026 | |
| 8 | Massachusetts Financial Services Co | 4.7M | $45.9M | ▼−7.0% Reduced · −354K sh | Q1 2026 | |
| 9 | Prudential Financial Inc | 4.6M | $41.7M | ▲+5.3% Added · +234K sh | Q1 2026 | |
| 10 | Woodline Partners LP | 4.6M | $53.0M | ▲+30% Added · +1.1M sh | Q2 2026 | |
| 11 | Charles Schwab Investment Management Inc | 4.3M | $38.6M | ▲+1.9% Added · +79K sh | Q1 2026 | |
| 12 | Citadel Advisors LLC | 4.1M | $47.2M | ▲+67% Added · +1.7M sh | Q2 2026 | |
| 13 | JPMorgan Chase & Co | 3.6M | $32.3M | ▲+36% Added · +955K sh | Q1 2026 | |
| 14 | Adage Capital Partners GP, L.L.C. | 3.1M | $27.9M | ▲+63% Added · +1.2M sh | Q1 2026 | |
| 15 | Balyasny Asset Management L.P. | 3.1M | $27.5M | ▼−16% Reduced · −600K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | 2.9M | $25.9M | ▼−16% Reduced · −530K sh | Q1 2026 | |
| 17 | Cbre Investment Management Listed Real Assets LLC | 2.6M | $30.3M | ▼−33% Reduced · −1.3M sh | Q2 2026 | |
| 18 | Northern Trust Corp | 2.6M | $23.8M | ▲+4.4% Added · +111K sh | Q1 2026 | |
| 19 | Dimensional Fund Advisors LP | 2.6M | $23.3M | ▲+2.1% Added · +54K sh | Q1 2026 | |
| 20 | Millennium Management LLC | 2.4M | $21.5M | ▼−3.7% Reduced · −92K sh | Q1 2026 | |
| 21 | Tributary Capital Management, LLC | 1.7M | $19.7M | ▼−2.9% Reduced · −51K sh | Q2 2026 | |
| 22 | William Blair Investment Management, LLC | 1.5M | $16.8M | ▼−21% Reduced · −391K sh | Q2 2026 | |
| 23 | Bank of New York Mellon Corp | 1.4M | $12.8M | ▼−2.6% Reduced · −37K sh | Q1 2026 | |
| 24 | Morgan Stanley | 1.4M | $12.6M | ▼−24% Reduced · −433K sh | Q1 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 1.3M | $14.8M | ▲+5.1% Added · +63K sh | Q2 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 SHO and 26 added to an existing one, while 17 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 128 funds | $250.9B |
| Nvidia CorpNVDA | 127 funds | $396.8B |
| Amazon.com IncAMZN | 126 funds | $195.6B |
| Meta Platforms Inc-Class AMETA | 125 funds | $104.0B |
| Micron Technology IncMU | 124 funds | $56.8B |
| Lam Research CorpLRCX | 124 funds | $49.4B |
| Broadcom IncAVGO | 123 funds | $158.1B |
| Eli Lilly & CoLLY | 123 funds | $77.6B |
| Visa Inc-Class A SharesV | 123 funds | $56.1B |
| Alphabet Inc-CL AGOOGL | 122 funds | $175.1B |
| JPMorgan Chase & CoJPM | 121 funds | $60.7B |
| Applied Materials IncAMAT | 121 funds | $42.4B |
Ranked by how many of SHO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SHO.
| 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 |
| Mar 18, 2020 | Pasquale Douglas M | Director | Buy (P) | 13K | $84K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 50 | 37 | – |
Insiders Form 4 open-market | 0 | 1 | -$1.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SHO
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.