137 tracked 13F filers disclose a position in SMBC as of the latest SEC 13F filings, a combined $363.0M 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. | $59.3M | 928K | ▼−0.7% Reduced · −7K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $28.2M | 441K | ▲+2.8% Added · +12K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $27.6M | 432K | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $27.4M | 359K | ▲+27% Added · +77K sh | Q2 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $20.2M | 316K | ▲+8.0% Added · +23K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $18.9M | 248K | ▲+5.0% Added · +12K sh | Q2 2026 | |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $15.3M | 239K | ▼−1.3% Reduced · −3K sh | Q1 2026 | |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $9.9M | 155K | ▲+177% Added · +99K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $9.2M | 144K | →First observed position No prior filed position | Q1 2026 | |
| 10 | ALGERT GLOBAL LLC | $8.2M | 107K | ▼−14% Reduced · −18K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $6.4M | 100K | ▼−2.6% Reduced · −3K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $6.0M | 93K | ▲+4.7% Added · +4K sh | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $5.9M | 92K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 14 | ACR Alpine Capital Research, LLC | $6.9M | 91K | ▼−3.9% Reduced · −4K sh | Q2 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $5.4M | 85K | ▲+36% Added · +22K sh | Q1 2026 | |
| 16 | Siena Capital Partners GP, LLC | $6.0M | 79K | —Held | Q2 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.9M | 77K | ▼−1.0% Reduced · −812 sh | Q1 2026 | |
| 18 | PANAGORA ASSET MANAGEMENT INC | $5.7M | 74K | ▲+124% Added · +41K sh | Q2 2026 | |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.6M | 72K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $4.6M | 72K | ▼−8.0% Reduced · −6K sh | Q1 2026 | |
| 21 | MALTESE CAPITAL MANAGEMENT LLC | $3.9M | 60K | ▲+0.6% Added · +365 sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $3.8M | 60K | →First observed position No prior filed position | Q1 2026 | |
| 23 | Creative Planning | $3.8M | 59K | ▲+22% Added · +11K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $3.7M | 58K | ▼−18% Reduced · −12K sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $3.6M | 57K | ▲+71% Added · +24K 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, 4 funds opened a new position in SMBC and 17 added to an existing one, while 13 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 | 62 funds | $160.3B |
| ELI LILLY & COLLY | 61 funds | $48.9B |
| JPMORGAN CHASE & COJPM | 61 funds | $35.7B |
| TESLA INCTSLA | 60 funds | $38.8B |
| CHEVRON CORPCVX | 60 funds | $17.7B |
| BROADCOM INCAVGO | 59 funds | $94.7B |
| ALPHABET INC-CL AGOOGL | 59 funds | $88.1B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $66.6B |
| VISA INC-CLASS A SHARESV | 59 funds | $37.5B |
| BANK OF AMERICA CORPBAC | 59 funds | $20.5B |
| WELLS FARGO & COWFC | 59 funds | $10.5B |
| GENERAL MOTORS COGM | 59 funds | $9.8B |
Ranked by how many of SMBC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | HECKER MARK E | EVP-CHIEF CREDIT OFFICER | Sell (S) | 185 | $14K |
| Aug 18, 2026 | HECKER MARK E | EVP-CHIEF CREDIT OFFICER | Sell (S) | 900 | $68K |
| Aug 18, 2026 | HECKER MARK E | EVP-CHIEF CREDIT OFFICER | Sell (S) | 2K | $121K |
| Jun 5, 2026 | Windes Richard | EVP-CHIEF LENDING OFFICER | Sell (S) | 2K | $139K |
| May 21, 2026 | Windes Richard | EVP-CHIEF LENDING OFFICER | Sell (S) | 2K | $137K |
| May 6, 2026 | BAGBY DOUGLAS | Director | Sell (S) | 580 | $40K |
| Mar 4, 2026 | Love Charles R | Director | Sell (S) | 580 | $37K |
| Nov 20, 2025 | Young William E | Insider | Sell (S) | 2K | $81K |
| Jul 29, 2025 | Dorton Brett | EVP-CHIEF STRATEGIES OFFICER | Sell (S) | 130 | $7K |
| Jul 28, 2025 | Young William E | Director | Sell (S) | 10K | $563K |
| May 5, 2025 | Young William E | Director | Sell (S) | 3K | $160K |
| Mar 14, 2025 | Dorton Brett | EVP-CHIEF STRATEGIES OFFICER | Sell (S) | 450 | $24K |
Connected entities for SMBC
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/SMBC/capital-change-brief"
Use Arkolith's capital_change_brief for SMBC. 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 SMBC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.