SMBC
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | +5 | 5.00M | $380.83M | +6 | −1 |
| Q1 2026 | 67 | -3 | 4.45M | $284.33M | +2 | −5 |
| Q4 2025 | 70 | +1 | 4.57M | $270.14M | +1 | — |
| Q3 2025 | 16 | 0 | 3.10M | $162.84M | — | — |
| Q2 2025 | 13 | +1 | 2.93M | $160.37M | +1 | — |
| Q1 2025 | 9 | 0 | 625.03K | $32.52M | — | — |
| Q4 2024 | 9 | +3 | 592.61K | $34.00M | +3 | — |
| Q3 2024 | 5 | -1 | 383.24K | $21.65M | — | −1 |
| Q2 2024 | 6 | — | 383.59K | $17.27M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 818.41K | +5.8% | $43.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (passive) | 627.14K | +0.2% | $32.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 583.06K | -32.5% | $30.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Geode Capital Management ✦ (passive) | 232.63K | +0.8% | $12.23M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 213.55K | +0.6% | $11.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 126.93K | — | $6.67M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 7 | Renaissance Technologies ✦ | 113.73K | +3.7% | $5.98M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Millennium Management ✦ | 100.72K | +86.5% | $5.29M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 90.69K | — | $4.77M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 10 | Goldman Sachs Group ✦ | 55.63K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 41.00K | +151.4% | $2.15M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 35.14K | +434.0% | $1.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 13 | D. E. Shaw & Co. ✦ | 23.46K | +72.8% | $1.23M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Marshall Wace ✦ | 21.04K | +132.8% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | AQR Capital Management ✦ | 9.85K | +43.1% | $517,663 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 16 | T. Rowe Price ✦ | 5.12K | +6.9% | $270,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 146 holders, 6.15M shares, $380.50M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 10.42K sh · $756,950
Director · 429 sh · $31,441
Director · 4.75K sh · $348,957
Officer · 1.60K sh · $120,784
Officer · 900 sh · $68,049
Officer · 185 sh · $13,969
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology