Institutional Holders (2026 Q1)
392 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | South Street Advisors LLC | 2.49% | 190,109 | $17.2M |
| 2 | Icon Advisers Inc/Co | 1.03% | 49,100 | $4.4M |
| 3 | Duff & Phelps Investment Management Co | 0.88% | 932,582 | $84.4M |
| 4 | Vaughan Nelson Investment Management, L.P. | 0.77% | 851,732 | $77.1M |
| 5 | Regent Peak Wealth Advisors LLC | 0.72% | 38,853 | $3.5M |
| 6 | Leeward Investments, LLC - MA | 0.63% | 141,025 | $12.8M |
| 7 | Energy Income Partners, LLC | 0.59% | 402,270 | $36.4M |
| 8 | Viking Fund Management LLC | 0.56% | 60,000 | $5.4M |
| 9 | Cardinal Capital Management | 0.52% | 44,014 | $4.0M |
| 10 | Meiji Yasuda Asset Management Co Ltd. | 0.51% | 113,871 | $10.3M |
| 11 | Bank & Trust Co | 0.51% | 8,426 | $763K |
| 12 | Orion Investment Co | 0.51% | 17,704 | $1.6M |
| 13 | Phocas Financial Corp. | 0.51% | 35,767 | $3.2M |
| 14 | Fuller & Thaler Asset Management, INC. | 0.50% | 1,647,953 | $149.2M |
| 15 | Edgestream Partners, L.P. | 0.37% | 125,465 | $11.4M |
| 16 | Wedge Capital Management L L P/Nc | 0.36% | 212,965 | $19.3M |
| 17 | Ceredex Value Advisors LLC | 0.34% | 120,850 | $10.9M |
| 18 | Southern Financial Group, LLC | 0.34% | 13,595 | $1.2M |
| 19 | Resolution Capital Ltd | 0.31% | 162,379 | $14.7M |
| 20 | Azimuth Capital Investment Management LLC | 0.29% | 85,504 | $7.7M |
| 21 | ExodusPoint Capital Management, LP | 0.27% | 376,062 | $34.0M |
| 22 | Kavar Capital Partners Group, LLC | 0.26% | 22,833 | $2.1M |
| 23 | Chase Investment Counsel Corp | 0.25% | 10,551 | $955K |
| 24 | Yaupon Capital Management LP | 0.21% | 75,176 | $6.8M |
| 25 | Advisory Research Inc | 0.21% | 18,952 | $1.7M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|