206 tracked 13F filers disclose a position in SMMT as of the latest SEC 13F filings, a combined $2.2B 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 | BAKER BROS. ADVISORS LP | $690.0M | 36.4M | —Held | Q1 2026 | |
| 2 | FMR LLC | $205.8M | 10.9M | ▼−19% Reduced · −2.5M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $183.0M | 9.7M | ▲+3.1% Added · +292K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $139.0M | 9.5M | ▲+36% Added · +2.5M sh | Q2 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $156.9M | 8.3M | ▼−12% Reduced · −1.1M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $108.3M | 5.7M | →First observed position No prior filed position | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $99.2M | 5.2M | →First observed position No prior filed position | Q1 2026 | |
| 8 | UBS Group AG | $69.8M | 3.7M | ▲+323% Added · +2.8M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $50.0M | 3.4M | ▲+3.4% Added · +111K sh | Q2 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $42.5M | 2.2M | ▲+440% Added · +1.8M sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $31.3M | 1.7M | ▲+78% Added · +724K sh | Q1 2026 | |
| 12 | NORGES BANK | $24.0M | 1.4M | ▼−1.1% Reduced · −16K sh | Q4 2025 | |
| 13 | Pictet Asset Management Holding SA | $24.0M | 1.3M | ▼−4.4% Reduced · −61K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $18.6M | 981K | ▲+70% Added · +403K sh | Q1 2026 | |
| 15 | APEIRON CAPITAL Ltd | $14.0M | 962K | ▼−27% Reduced · −347K sh | Q2 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18.2M | 961K | ▲+7.6% Added · +68K sh | Q1 2026 | |
| 17 | TD ASSET MANAGEMENT INC | $18.1M | 957K | ▼−21% Reduced · −248K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $17.7M | 934K | →First observed position No prior filed position | Q1 2026 | |
| 19 | Point72 Asset Management, L.P. | $14.9M | 784K | ▲New +784K sh | Q1 2026 | |
| 20 | Rock Springs Capital Management LP | $10.4M | 715K | ▲+0.7% Added · +5K sh | Q2 2026 | |
| 21 | Aberdeen Group plc | $12.6M | 665K | ▼−28% Reduced · −262K sh | Q1 2026 | |
| 22 | Squarepoint Ops LLC | $11.6M | 614K | ▼−14% Reduced · −102K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.5M | 604K | ▲Added Added · +604K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $11.4M | 599K | ▲+25% Added · +121K sh | Q1 2026 | |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.2M | 593K | ▲+34% Added · +152K 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, 9 funds opened a new position in SMMT and 23 added to an existing one, while 16 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 |
|---|---|---|
| NVIDIA CORPNVDA | 110 funds | $228.3B |
| AMAZON.COM INCAMZN | 107 funds | $106.0B |
| MICROSOFT CORPMSFT | 106 funds | $152.5B |
| ELI LILLY & COLLY | 106 funds | $43.3B |
| MICRON TECHNOLOGY INCMU | 106 funds | $23.2B |
| ALPHABET INC-CL AGOOGL | 105 funds | $92.3B |
| META PLATFORMS INC-CLASS AMETA | 105 funds | $65.8B |
| BOSTON SCIENTIFIC CORPBSX | 105 funds | $8.2B |
| APPLIED MATERIALS INCAMAT | 104 funds | $18.6B |
| COSTCO WHOLESALE CORPCOST | 102 funds | $20.9B |
| APPLE INCAAPL | 101 funds | $175.0B |
| BROADCOM INCAVGO | 101 funds | $91.3B |
Ranked by how many of SMMT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | DUGGAN ROBERT W | Co-Chief Executive Officer, Director, 10% Owner | Buy (P) | 3.8M | $50.0M |
| Jun 12, 2026 | Zanganeh Mahkam | Co-Chief Executive Officer, Director, 10% Owner | Buy (P) | 3.8M | $50.0M |
| Jun 4, 2026 | Zanganeh Mahkam | Co-Chief Executive Officer, Director, 10% Owner | Buy (P) | 100K | $1.5M |
| Jun 4, 2026 | DUGGAN ROBERT W | Co-Chief Executive Officer, Director, 10% Owner | Buy (P) | 100K | $1.5M |
| Jun 4, 2026 | Soni Manmeet Singh | COO and CFO, Director | Buy (P) | 25K | $362K |
| Jun 4, 2026 | Soni Manmeet Singh | COO and CFO, Director | Buy (P) | 25K | $361K |
| Oct 21, 2025 | DUGGAN ROBERT W | Co-Chief Executive Officer, Director, 10% Owner | Buy (P) | 27K | $500K |
| Oct 21, 2025 | Zanganeh Mahkam | Co-Chief Executive Officer, Director, 10% Owner | Buy (P) | 27K | $500K |
| Oct 21, 2025 | Xia Yu | Director | Buy (P) | 534K | $10.0M |
| Sep 11, 2025 | DUGGAN ROBERT W | Co-Chief Executive Officer, Director, 10% Owner | Buy (P) | 5K | $90K |
| Sep 11, 2025 | Zanganeh Mahkam | Co-Chief Executive Officer, Director, 10% Owner | Buy (P) | 5K | $90K |
| Sep 10, 2025 | DUGGAN ROBERT W | Co-Chief Executive Officer, Director, 10% Owner | Buy (P) | 333K | $5.9M |
Connected entities for SMMT
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/SMMT/capital-change-brief"
Use Arkolith's capital_change_brief for SMMT. 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 SMMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.