Security record · archived quarter
SMBC
name pending profile ingest
70Tracked holders
+1Δ holders
4.57MShares held
$270.14MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.4% ·
share flow -8.1% ·
net new positions +1.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.87K | $276,232 | n/a | n/a |
| 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 | n/a |
| Q3 2025 | 16 | 0 | 3.10M | $162.84M | n/a | n/a |
| Q2 2025 | 13 | +1 | 2.93M | $160.37M | +1 | n/a |
| Q1 2025 | 9 | 0 | 625.03K | $32.52M | n/a | n/a |
| Q4 2024 | 9 | +3 | 592.61K | $34.00M | +3 | n/a |
| Q3 2024 | 5 | -1 | 383.24K | $21.65M | n/a | −1 |
| Q2 2024 | 6 | n/a | 383.59K | $17.27M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 934.58K | +14.2% | $55.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (passive) | 629.31K | +0.3% | $37.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Dimensional Fund Advisors Lp | 428.89K | n/a | $25.36M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | American Century Companies Inc | 292.32K | n/a | $17.28M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 275.91K | +29.2% | $16.31M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Manufacturers Life Insurance… | 242.22K | n/a | $14.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 230.97K | -0.7% | $13.66M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 102.71K | +13.2% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 9 | Renaissance Technologies ✦ | 93.02K | -18.2% | $5.50M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 10 | Northern Trust Corp | 89.26K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Millennium Management ✦ | 82.98K | -17.6% | $4.91M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 78.16K | +40.5% | $4.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Charles Schwab Investment… | 77.94K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 70.17K | -44.7% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | AQR Capital Management ✦ | 62.36K | +533.2% | $3.69M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 16 | UBS Group AG | 58.17K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Hotchkis & Wiley Capital Management… | 55.87K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 48.34K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 45.85K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Fidelity (FMR) ✦ | 40.28K | -93.1% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Russell Investments Group, Ltd. | 39.17K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Lazard Asset Management Llc | 38.06K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hsbc Holdings Plc | 37.56K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | First Trust Advisors Lp | 34.17K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Barclays Plc | 33.41K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Franklin Resources Inc | 33.12K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | D. E. Shaw & Co. ✦ | 33.07K | +41.0% | $1.96M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 29.76K | -27.4% | $1.76M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 21.81K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Victory Capital Management Inc | 19.75K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assenagon Asset Management S.A. | 19.48K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Swiss National Bank | 18.95K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Nuveen, LLC | 18.89K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Connor, Clark & Lunn Investment… | 18.48K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Invesco Ltd. | 14.46K | n/a | $855,112 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 36 | Qube Research & Technologies Ltd | 14.37K | n/a | $849,554 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Marshall Wace ✦ | 12.63K | -40.0% | $746,569 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Hrt Financial Lp | 12.40K | n/a | $733,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rhumbline Advisers | 12.11K | n/a | $715,758 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 11.40K | n/a | $674,145 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 10.82K | n/a | $639,462 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Alliancebernstein L.P. | 9.78K | n/a | $578,194 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | California State Teachers… | 8.84K | n/a | $522,857 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Legal & General Group Plc | 8.82K | n/a | $521,439 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Federated Hermes, Inc. | 8.64K | n/a | $510,856 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 8.17K | -76.8% | $482,833 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 47 | UBS AM, a distinct business unit of… | 7.88K | n/a | $465,629 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Quantinno Capital Management LP | 7.81K | n/a | $461,668 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Deutsche Bank Ag\ | 7.42K | n/a | $438,611 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 7.00K | n/a | $413,840 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Canada Pension Plan Investment Board | 6.70K | n/a | $396,104 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citigroup Inc | 6.37K | n/a | $376,595 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Cetera Investment Advisers | 6.28K | n/a | $371,274 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Universal- Beteiligungs- und… | 6.16K | n/a | $363,943 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | T. Rowe Price ✦ | 5.74K | +12.0% | $340,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | Janus Henderson Group Plc | 5.67K | n/a | $334,920 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Jane Street Group, Llc | 5.29K | n/a | $312,981 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.50K | n/a | $266,276 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Tudor Investment Corp Et Al | 4.32K | n/a | $255,398 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | New York State Common Retirement… | 4.18K | n/a | $247,122 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Sei Investments Co | 3.86K | n/a | $228,438 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Mercer Global Advisors Inc /Adv | 3.41K | n/a | $201,719 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Point72 Asset Management ✦ | 3.39K | New | $200,299 | 0.0% | New | 1 | SEC ↗ |
| 64 | Cwm, Llc | 3.00K | n/a | $178,000 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 1.02K | n/a | $60,073 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 1.00K | n/a | $59,120 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 646 | n/a | $38,191 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Royal Bank Of Canada | 251 | n/a | $15,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Optiver Holding B.V. | 90 | n/a | $5,321 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Us Bancorp \De\ | 76 | n/a | $4,493 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $200,299 | 0.0% |
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.
Frequently co-owned
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)
Sep 09
Hensley Todd E.
Director · 10.42K sh · $756,950
Sep 09
Hensley Todd E.
Director · 429 sh · $31,441
Sep 08
Hensley Todd E.
Director · 4.75K sh · $348,957
Aug 18
HECKER MARK E
Officer · 1.60K sh · $120,784
Aug 18
HECKER MARK E
Officer · 900 sh · $68,049
Aug 18
HECKER MARK E
Officer · 185 sh · $13,969
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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