404 tracked 13F filers disclose a position in SUI as of the latest SEC 13F filings, a combined $12.9B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | $1.8B | 14.3M | ▼−1.6% Reduced · −226K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.6B | 12.7M | ▲+19% Added · +2.0M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 10.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | NORGES BANK | $753.4M | 6.1M | ▼−17% Reduced · −1.2M sh | Q4 2025 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $696.5M | 5.5M | ▼−0.6% Reduced · −31K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $686.9M | 5.5M | →First observed position No prior filed position | Q1 2026 | |
| 7 | STATE STREET CORP | $662.4M | 5.2M | ▼−1.7% Reduced · −90K sh | Q1 2026 | |
| 8 | FMR LLC | $627.8M | 5.0M | ▲+2.4% Added · +115K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $299.7M | 2.4M | ▲+2.0% Added · +48K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $228.3M | 1.8M | ▲+2.9% Added · +52K sh | Q1 2026 | |
| 11 | Daiwa Securities Group Inc. | $222.7M | 1.8M | ▲+17% Added · +257K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $192.2M | 1.5M | ▲+3.8% Added · +55K sh | Q1 2026 | |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $189.5M | 1.5M | ▲+2.1% Added · +31K sh | Q1 2026 | |
| 14 | DEUTSCHE BANK AG\ | $155.6M | 1.2M | ▼−0.7% Reduced · −9K sh | Q1 2026 | |
| 15 | Nuveen, LLC | $141.6M | 1.1M | ▲+14% Added · +141K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $135.6M | 1.1M | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $130.8M | 1.0M | ▼~0% Reduced · −339 sh | Q1 2026 | |
| 18 | CANADA PENSION PLAN INVESTMENT BOARD | $129.9M | 1.0M | —Held | Q1 2026 | |
| 19 | Russell Investments Group, Ltd. | $122.8M | 975K | ▲+22% Added · +177K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $112.8M | 894K | ▲+37% Added · +243K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $101.6M | 807K | ▼−16% Reduced · −148K sh | Q1 2026 | |
| 22 | SEI INVESTMENTS CO | $97.2M | 772K | ▲+33% Added · +192K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $92.0M | 730K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $86.0M | 683K | ▼−1.4% Reduced · −10K sh | Q1 2026 | |
| 25 | HSBC HOLDINGS PLC | $75.8M | 602K | ▲+0.8% Added · +5K 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, 2 funds opened a new position in SUI and 25 added to an existing one, while 18 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 | 193 funds | $88.0B |
| NVIDIA CORPNVDA | 190 funds | $127.1B |
| ELI LILLY & COLLY | 190 funds | $22.2B |
| JPMORGAN CHASE & COJPM | 189 funds | $28.2B |
| MICRON TECHNOLOGY INCMU | 189 funds | $14.9B |
| ALPHABET INC-CL AGOOGL | 188 funds | $56.2B |
| META PLATFORMS INC-CLASS AMETA | 188 funds | $38.8B |
| MASTERCARD INC - AMA | 188 funds | $14.7B |
| COSTCO WHOLESALE CORPCOST | 188 funds | $14.5B |
| NETFLIX INCNFLX | 187 funds | $12.8B |
| HOME DEPOT INCHD | 187 funds | $10.4B |
| APPLE INCAAPL | 186 funds | $102.4B |
Ranked by how many of SUI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 24, 2026 | SHIFFMAN GARY A | Director | Sell (S) | 25K | $3.0M |
| May 26, 2026 | Castro-Caratini Fernando | EVP, CFO, Sec. & Treas. | Sell (S) | 21K | $2.6M |
| May 26, 2026 | Castro-Caratini Fernando | EVP, CFO, Sec. & Treas. | Sell (S) | 2K | $311K |
| Mar 5, 2026 | LEWIS CLUNET R | Director | Sell (S) | 4K | $517K |
| Mar 5, 2026 | LEWIS CLUNET R | Director | Sell (S) | 3K | $436K |
| Feb 27, 2026 | LEWIS CLUNET R | Director | Sell (S) | 5K | $683K |
| Feb 27, 2026 | LEWIS CLUNET R | Director | Sell (S) | 2K | $272K |
| Dec 17, 2025 | SHIFFMAN GARY A | Director | Sell (S) | 157K | $19.4M |
| Nov 10, 2025 | LEWIS CLUNET R | Director | Sell (S) | 1K | $139K |
| Nov 10, 2025 | LEWIS CLUNET R | Director | Sell (S) | 3K | $366K |
| May 23, 2025 | BLAU JEFF | Director | Buy (P) | 4K | $432K |
| Aug 5, 2024 | Underwood Baxter | CEO - Safe Harbor Marinas, LLC | Sell (S) | 3K | $394K |
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/SUI/capital-change-brief"
Use Arkolith's capital_change_brief for SUI. 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 SUI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.