Who owns SMA
252 institutions reported holding SMA for 2026Q1, together 91% of the company, more than the 236 a quarter earlier.
252
Institutions reporting a position · as of 2026Q1 · up from 236 the quarter before
- Shares held by institutions
- 50.6M
Shares held by institutions · 91% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $1.53B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 41%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 4
- New positions
- 53
- Positions exited
- 42
- Added to
- 92
- Reduced
- 66
- Top 10 holdersof the company
- 56%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 252 | 50.6M | $1.53B |
| 2025Q4 | 236 | 46.4M | $1.43B |
| 2025Q3 | 158 | 37.9M | $1.43B |
| 2025Q2 | 124 | 38.2M | $1.38B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.0M | 11% | $181M |
| VANGUARD GROUP INC | 5.4M | 9.8% | $164M |
| BlackRock Inc. | 5.1M | 9.3% | $156M |
| GOLDMAN SACHS GROUP INC | 3.4M | 6.2% | $104M |
| PRINCIPAL FINANCIAL GROUP INC | 2.6M | 4.7% | $79M |
| PRUDENTIAL FINANCIAL INC | 2.4M | 4.2% | $71M |
| STATE STREET CORP | 2.2M | 3.9% | $66M |
| GEODE CAPITAL MANAGEMENT LLC | 1.4M | 2.6% | $43M |
| GOLDENTREE ASSET MANAGEMENT LP | 1.3M | 2.4% | $40M |
| Nuveen Asset Management, LLC | 1.1M | 2.1% | $35M |
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…