446 tracked 13F filers disclose a position in SM as of the latest SEC 13F filings, a combined $6.5B 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. | $1.2B | 38.4M | ▲+84% Added · +17.5M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $475.0M | 15.2M | →First observed position No prior filed position | Q1 2026 | |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | $451.9M | 14.5M | ▲24× Added · +13.9M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $305.5M | 11.7M | ▼−6.3% Reduced · −790K sh | Q2 2026 | |
| 5 | ARISTEIA CAPITAL, L.L.C. | $338.0M | 10.8M | ▲31× Added · +10.5M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $328.6M | 10.5M | →First observed position No prior filed position | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $311.7M | 10.0M | ▲+79% Added · +4.4M sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $278.2M | 8.9M | ▲+88% Added · +4.2M sh | Q1 2026 | |
| 9 | DONALD SMITH & CO., INC. | $199.6M | 7.6M | ▲+6.1% Added · +439K sh | Q2 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $163.7M | 6.3M | ▲+10% Added · +571K sh | Q2 2026 | |
| 11 | MILLENNIUM MANAGEMENT LLC | $156.9M | 5.0M | ▲+77% Added · +2.2M sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $130.2M | 4.1M | ▲+32% Added · +987K sh | Q1 2026 | |
| 13 | FMR LLC | $125.3M | 4.0M | ▲32× Added · +3.9M sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $109.5M | 3.5M | ▲+106% Added · +1.8M sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $90.4M | 2.9M | ▲+111% Added · +1.5M sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $82.8M | 2.7M | ▲+116% Added · +1.4M sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $75.1M | 2.4M | ▲+170% Added · +1.5M sh | Q1 2026 | |
| 18 | Nuveen, LLC | $73.6M | 2.4M | ▲+183% Added · +1.5M sh | Q1 2026 | |
| 19 | FULLER & THALER ASSET MANAGEMENT, INC. | $59.5M | 2.3M | ▲New +2.3M sh | Q2 2026 | |
| 20 | UBS Group AG | $64.8M | 2.1M | ▲+212% Added · +1.4M sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $46.3M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $44.2M | 1.4M | ▲+95% Added · +692K sh | Q1 2026 | |
| 23 | FEARNLEY ASSET MANAGEMENT AS | $43.3M | 1.4M | ▲+59% Added · +514K sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $40.2M | 1.3M | ▲+73% Added · +544K sh | Q1 2026 | |
| 25 | Webs Creek Capital Management LP | $40.1M | 1.3M | ▲New +1.3M 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, 12 funds opened a new position in SM and 31 added to an existing one, while 11 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 | 245 funds | $254.5B |
| AMAZON.COM INCAMZN | 245 funds | $191.1B |
| NVIDIA CORPNVDA | 239 funds | $366.3B |
| APPLE INCAAPL | 239 funds | $280.6B |
| ALPHABET INC-CL AGOOGL | 239 funds | $156.2B |
| META PLATFORMS INC-CLASS AMETA | 239 funds | $103.6B |
| BROADCOM INCAVGO | 233 funds | $144.9B |
| JPMORGAN CHASE & COJPM | 231 funds | $61.8B |
| ELI LILLY & COLLY | 229 funds | $73.3B |
| ALPHABET INC-CL CGOOG | 228 funds | $113.4B |
| CHEVRON CORPCVX | 226 funds | $33.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 225 funds | $32.8B |
Ranked by how many of SM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 21, 2026 | Lebeck James Barker | EVP, GC & Corp Secretary | Sell (S) | 18K | $648K |
| May 21, 2026 | PERU RAMIRO G | Director | Sell (S) | 25K | $834K |
| Jun 17, 2025 | Jenkins Richard A. | Senior Vice President - Utah | Sell (S) | 8K | $220K |
| May 6, 2025 | Vogel Herbert S | President & CEO, Director | Buy (P) | 1K | $21K |
| Mar 4, 2025 | PERU RAMIRO G | Director | Buy (P) | 5K | $144K |
| Mar 3, 2025 | Vogel Herbert S | President & CEO, Director | Buy (P) | 500 | $15K |
| Feb 26, 2025 | BROOKMAN BARTON R JR | Director | Buy (P) | 7K | $227K |
| Feb 25, 2025 | Vogel Herbert S | President & CEO, Director | Buy (P) | 500 | $17K |
| Feb 24, 2025 | Vogel Herbert S | President & CEO, Director | Buy (P) | 500 | $17K |
| Aug 26, 2024 | Lytle Patrick A | VP - Chief Accounting Officer | Sell (S) | 6K | $287K |
| Aug 16, 2024 | ROBESON ROSE M | Director | Sell (S) | 10K | $455K |
| Aug 16, 2024 | Lebeck James Barker | EVP & General Counsel | Sell (S) | 4K | $204K |
| Class | 13F holders | Value held |
|---|---|---|
| SMthis pagecs | 446 funds | $6.5B |
| 78454LAZ3Corporate Bond - Domestic | 1 funds | $90K |
| 78454LAY6Corporate Bond - Domestic | 1 funds | $76K |
| 78454LAX8Corporate Bond - Domestic | 1 funds | $76K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SM
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/SM/capital-change-brief"
Use Arkolith's capital_change_brief for SM. 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 SM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.