Security record · archived quarter
SMBC
name pending profile ingest
67Tracked holders
-3Δ holders
4.45MShares held
$284.33MReported value
+2New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow +1.7% ·
net new positions -4.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 927.65K | -0.7% | $59.31M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 440.84K | +2.8% | $28.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 431.70K | — | $27.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | American Century Companies Inc | 315.81K | +8.0% | $20.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 281.51K | +2.0% | $18.00M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Manufacturers Life Insurance… | 238.99K | -1.3% | $15.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 235.77K | +2.1% | $15.08M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Hotchkis & Wiley Capital Management… | 154.80K | +177.1% | $9.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 100.04K | -2.6% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 10 | Northern Trust Corp | 93.43K | +4.7% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Renaissance Technologies ✦ | 91.53K | -1.6% | $5.85M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 84.53K | +35.5% | $5.40M | 0.0% | ▲ Add | 6 | SEC ↗ ×8 |
| 13 | Charles Schwab Investment… | 77.13K | -1.0% | $4.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 71.94K | -8.0% | $4.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Creative Planning | 58.88K | +21.8% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 57.86K | -17.5% | $3.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Franklin Resources Inc | 56.78K | +71.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Millennium Management ✦ | 47.05K | -43.3% | $3.01M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 44.23K | +48.6% | $2.83M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 43.48K | -5.2% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Lazard Asset Management Llc | 41.56K | +9.2% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Russell Investments Group, Ltd. | 39.08K | -0.2% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Fidelity (FMR) ✦ | 34.48K | -14.4% | $2.20M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 24 | First Trust Advisors Lp | 33.60K | -1.7% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 27.85K | -52.1% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 25.79K | +18.2% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | D. E. Shaw & Co. ✦ | 25.62K | -22.5% | $1.64M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 28 | Barclays Plc | 19.79K | -40.8% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Victory Capital Management Inc | 19.50K | -1.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Nuveen, LLC | 18.98K | +0.5% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Swiss National Bank | 18.95K | 0.0% | $1.21M | 0.0% | Held | 2 | SEC ↗ |
| 32 | Connor, Clark & Lunn Investment… | 17.81K | -3.6% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 16.64K | +15.8% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Universal- Beteiligungs- und… | 15.31K | +148.7% | $979,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Sei Investments Co | 15.00K | +288.2% | $959,172 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Hsbc Holdings Plc | 14.67K | -60.9% | $932,635 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 14.40K | +105.7% | $920,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Invesco Ltd. | 14.00K | -3.2% | $895,161 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 39 | Bnp Paribas Financial Markets | 13.83K | +21.3% | $884,482 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 12.33K | +57.8% | $788,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Rhumbline Advisers | 11.91K | -1.6% | $761,516 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Hrt Financial Lp | 10.74K | -13.4% | $686,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Assenagon Asset Management S.A. | 10.01K | -48.6% | $639,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mariner, LLC | 9.34K | New | $596,911 | 0.0% | New | 1 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 9.78K | 0.0% | $578,194 | 0.0% | Held | 2 | SEC ↗ |
| 46 | California State Teachers… | 8.77K | -0.8% | $560,882 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Federated Hermes, Inc. | 8.64K | 0.0% | $552,506 | 0.0% | Held | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 8.13K | +3.3% | $520,088 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 49 | T. Rowe Price ✦ | 7.47K | +30.2% | $478,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 50 | Deutsche Bank Ag\ | 7.42K | 0.0% | $474,371 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Legal & General Group Plc | 6.86K | -22.2% | $438,693 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Citigroup Inc | 6.73K | +5.6% | $430,188 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | Canada Pension Plan Investment Board | 6.70K | 0.0% | $428,398 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 6.46K | New | $412,988 | 0.0% | New | 1 | SEC ↗ |
| 55 | Cetera Investment Advisers | 6.28K | 0.0% | $401,543 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Janus Henderson Group Plc | 5.67K | 0.0% | $361,810 | 0.0% | Held | 2 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.61K | +2.3% | $294,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 4.44K | +30.2% | $284,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | New York State Common Retirement… | 4.18K | 0.0% | $267,269 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Cwm, Llc | 4.00K | +33.1% | $255,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Wells Fargo & Company/Mn | 3.64K | -66.3% | $232,824 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | Pnc Financial Services Group, Inc. | 1.02K | +1.8% | $65,091 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Jones Financial Companies Lllp | 1.02K | +0.4% | $63,671 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Osaic Holdings, Inc. | 648 | +0.3% | $41,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 564 | +124.7% | $36,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Us Bancorp \De\ | 121 | +59.2% | $7,736 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 67 | Optiver Holding B.V. | 82 | -8.9% | $5,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $596,911 | 0.0% |
| Susquehanna International… | $412,988 | 0.0% |
Exited
| Marshall Wace | $746,569 | was 0.0% |
| Citadel Advisors | $482,833 | was 0.0% |
| Jane Street Group, Llc | $312,981 | was 0.0% |
| Tudor Investment Corp Et Al | $255,398 | was 0.0% |
| Point72 Asset Management | $200,299 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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