Who owns SAM
359 institutions reported holding SAM for 2026Q1, together 74% of the company, more than the 340 a quarter earlier.
359
Institutions reporting a position · as of 2026Q1 · up from 340 the quarter before
- Shares held by institutions
- 7.8M
Shares held by institutions · 74% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $1.79B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 29%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 67
- Positions exited
- 53
- Added to
- 118
- Reduced
- 88
- Top 10 holdersof the company
- 40%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 359 | 7.8M | $1.79B |
| 2025Q4 | 340 | 7.6M | $1.47B |
| 2025Q3 | 350 | 7.9M | $1.66B |
| 2025Q2 | 339 | 7.7M | $1.48B |
| 2025Q1 | 321 | 7.6M | $1.74B |
| 2024Q4 | 338 | 7.4M | $2.22B |
| 2024Q3 | 327 | 7.1M | $2.03B |
| 2024Q2 | 322 | 7.1M | $2.16B |
| 2024Q1 | 322 | 7.3M | $2.22B |
| 2023Q4 | 338 | 7.4M | $2.56B |
| 2023Q3 | 320 | 7.8M | $3.02B |
| 2023Q2 | 292 | 7.9M | $2.42B |
| 2023Q1 | 298 | 8.1M | $2.64B |
| 2022Q4 | 313 | 8.2M | $2.70B |
| 2022Q3 | 296 | 8.5M | $2.76B |
| 2022Q2 | 309 | 8.6M | $2.61B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 1.0M | 9.9% | $239M |
| BlackRock Inc. | 0.8M | 7.4% | $177M |
| AQR CAPITAL MANAGEMENT LLC | 0.7M | 6.2% | $150M |
| AMERICAN CENTURY COMPANIES INC | 0.3M | 2.8% | $66M |
| DIMENSIONAL FUND ADVISORS LP | 0.3M | 2.6% | $63M |
| STATE STREET CORP | 0.3M | 2.4% | $59M |
| ARROWSTREET CAPITAL LIMITED PARTNERSHIP | 0.2M | 2.3% | $57M |
| Quantinno Capital Management LP | 0.2M | 2.2% | $53M |
| UBS Group AG | 0.2M | 2.1% | $50M |
| FMR LLC | 0.2M | 1.9% | $45M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…