SGI institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

508 institutional managers reported holding SGI for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 55%. 64 opened new positions; 98 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
FMR (Fidelity)27.86M13.11%$2.06Btrimmed -4.7%2018 Q1
BlackRock20.14M9.47%$1.49Badded +2.4%≤2013
Vanguard Group19.18M9.02%$1.42Badded +1.9%≤2013
Select Equity Group9.27M4.36%$685.2Mtrimmed -11.1%2022 Q1
Linonia Partnership LP (focused)8.78M4.13%$648.9Munchanged2023 Q4
Windacre Partnership LLC (focused)8.22M3.87%$607.6Mtrimmed -11.8%2025 Q1
State Street6.89M3.24%$509.1Madded +2.1%≤2013
Browning West LP (focused)5.90M2.77%$435.7Madded +2.6%2020 Q4
Abrams Capital (focused)5.80M2.73%$428.5Munchanged2021 Q3
Geode Capital4.86M2.28%$358.8Madded +11%≤2013
D1 Capital Partners L.p. (focused)4.69M2.21%$346.4Mopened2026 Q1
Artisan Partners4.63M2.18%$342.1Madded +50.7%2025 Q4
Boston Partners3.80M1.79%$280.8Mtrimmed -4.4%2020 Q1
London CO OF Virginia3.18M1.50%$234.8Mtrimmed -8.5%≤2013
Allspring Global Investments Holdings, LLC3.05M1.43%$225.1Madded +62.5%2025 Q2
Timucuan Asset Management INC/FL (focused)2.94M1.38%$217.4Mtrimmed -2%≤2013
Darsana Capital Partners LP (focused)2.66M1.25%$196.2Mtrimmed -11.5%2023 Q4
Beck Mack & Oliver LLC2.41M1.13%$178.0Madded +3.7%2025 Q1
Third Point (focused)2.27M1.07%$167.8Mtrimmed -33.2%2025 Q3
Bank OF America CORP /DE/2.24M1.05%$165.7Mtrimmed -11.2%≤2013
Point722.22M1.04%$163.9Madded +508.3%2025 Q3
Morgan Stanley2.08M0.98%$154.0Madded +76.8%≤2013
UBS1.96M0.92%$144.7Mtrimmed -13.6%≤2013
Dimensional Fund Advisors1.91M0.90%$141.1Mtrimmed -5.8%≤2013
Wellington Management1.78M0.84%$131.9Mtrimmed -8.7%2024 Q3
Northern Trust1.77M0.83%$130.9Madded +2.5%≤2013
Goldman Sachs1.70M0.80%$126.0Madded +35.5%≤2013
Avala Global LP (focused)1.69M0.79%$124.8Madded +16.5%2022 Q4
Eminence Capital (focused)1.51M0.71%$111.8Madded +382.2%2020 Q1
Charles Schwab Investment Management1.43M0.67%$105.4Madded +3.8%≤2013
Invesco1.40M0.66%$103.8Mtrimmed -14.3%≤2013
BNY Mellon1.40M0.66%$103.5Mtrimmed -2%≤2013
Hudson Way Capital Management LLC (focused)1.28M0.60%$94.8Madded +16%2023 Q1
SEI Investments CO1.21M0.57%$89.4Madded +50.5%2013 Q3
Steadfast Capital Management LP1.05M0.49%$77.4Mopened2026 Q1
Forest Avenue Capital Management LP (focused)1.01M0.48%$74.8Madded +45.5%2022 Q4
Neuberger Berman Group LLC927.7k0.44%$68.5Madded +0.6%2018 Q2
Clearbridge Investments, LLC779.6k0.37%$57.6Madded +63.3%2025 Q4
T. Rowe Price722.9k0.34%$53.4Munchanged≤2013
140 Summer Partners LP (focused)716.9k0.34%$53.0Madded +9.3%2022 Q4
Citadel Advisors692.9k0.33%$51.2Madded +1546.9%≤2013
Voloridge Investment Management689.6k0.32%$51.0Madded +16.6%2025 Q4
M.d. Sass, LLC (focused)642.4k0.30%$47.5Madded +9.7%2025 Q2
Avantyr Capital Partners, LP (focused)624.2k0.29%$46.1Mopened2026 Q1
Goodnow Investment Group, LLC (focused)609.8k0.29%$45.1Mtrimmed -4.7%2023 Q3
Royal Bank OF Canada609.0k0.29%$45.0Mtrimmed -25.6%≤2013
SW Investment Management LLC (focused)600.0k0.28%$44.3Madded +4.3%2022 Q3
Marshall Wace588.8k0.28%$43.5Mtrimmed -21.7%2024 Q2
Rhumbline Advisers569.4k0.27%$42.1Madded +3%≤2013
Greenstone Partners & CO., LLC (focused)568.4k0.27%$42.0Madded +8.1%2025 Q3

Largest 50 of 508 shown; the full ranked, searchable register is at boothcheck.com/holders/SGI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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