Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
278 institutional managers reported holding SHG for the quarter ended Mar 31, 2026. Together they hold about 4% of shares outstanding; the top 10 hold 3%. 35 opened new positions; 26 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 2.45M | 0.48% | $150.1M | added +21% | ≤2013 |
| Morgan Stanley | 1.88M | 0.37% | $114.9M | added +10.5% | ≤2013 |
| London & Capital Asset Management LTD | 1.82M | 0.36% | $111.7M | trimmed -9.4% | 2025 Q4 |
| Lazard Asset Management LLC | 1.66M | 0.33% | $102.0M | unchanged | ≤2013 |
| American Century Companies INC | 1.54M | 0.30% | $94.1M | added +24.7% | 2019 Q4 |
| Dimensional Fund Advisors | 1.42M | 0.28% | $87.2M | trimmed -6.1% | ≤2013 |
| Northern Trust | 1.35M | 0.27% | $83.0M | trimmed -8.1% | ≤2013 |
| Pzena Investment Management | 690.7k | 0.14% | $42.3M | trimmed -24.3% | 2013 Q4 |
| Bank OF America CORP /DE/ | 517.6k | 0.10% | $31.7M | trimmed -26.9% | ≤2013 |
| Arrowstreet Capital | 490.2k | 0.10% | $30.0M | trimmed -45.2% | 2018 Q4 |
| Vanguard Group | 424.7k | 0.08% | $26.0M | added +17.7% | ≤2013 |
| Goldman Sachs | 404.5k | 0.08% | $24.8M | added +96.5% | ≤2013 |
| Creative Planning | 301.4k | 0.06% | $18.5M | added +30.7% | 2022 Q3 |
| Capital Wealth Planning, LLC | 276.3k | 0.06% | $16.9M | opened | 2026 Q1 |
| Causeway Capital Management LLC | 253.6k | 0.05% | $15.5M | trimmed -56.3% | 2024 Q3 |
| Ramirez Asset Management, INC. | 241.9k | 0.05% | $14.8M | added +8.6% | 2023 Q3 |
| Two Sigma | 236.9k | 0.05% | $14.5M | trimmed -13% | 2024 Q1 |
| Envestnet Asset Management INC | 231.6k | 0.05% | $14.2M | added +6.8% | 2014 Q3 |
| Wellington Management | 210.2k | 0.04% | $12.9M | trimmed -5.8% | 2015 Q4 |
| Qube Research & Technologies LTD | 203.9k | 0.04% | $12.5M | added +644% | 2024 Q4 |
| O'shaughnessy Asset Management, LLC | 203.7k | 0.04% | $12.5M | added +4.9% | 2019 Q2 |
| Promethos Capital, LLC (focused) | 201.2k | 0.04% | $12.3M | unchanged | 2023 Q4 |
| Quantinno Capital Management LP | 173.3k | 0.03% | $10.6M | added +40.5% | 2022 Q4 |
| Acadian Asset Management | 170.6k | 0.03% | $10.4M | added +8.4% | 2020 Q4 |
| Voloridge Investment Management | 161.4k | 0.03% | $9.9M | added +47.5% | 2024 Q4 |
| Sanders Capital, LLC (focused) | 153.6k | 0.03% | $9.4M | trimmed -2.5% | ≤2013 |
| SEI Investments CO | 151.2k | 0.03% | $9.3M | trimmed -2% | 2022 Q1 |
| FMR (Fidelity) | 143.6k | 0.03% | $8.8M | added +8.3% | 2020 Q3 |
| Connor, Clark & Lunn Investment Management LTD. | 132.8k | 0.03% | $8.1M | trimmed -54% | 2022 Q3 |
| Wells Fargo & COMPANY/MN | 123.8k | 0.02% | $7.6M | added +10.8% | ≤2013 |
| Millennium Management | 117.0k | 0.02% | $7.2M | trimmed -42.6% | 2024 Q4 |
| Clearbridge Investments, LLC | 108.4k | 0.02% | $6.6M | trimmed -1.9% | 2018 Q1 |
| NewEdge Wealth, LLC | 102.7k | 0.02% | $6.3M | added +10.9% | 2023 Q1 |
| Voleon Capital Management LP | 101.3k | 0.02% | $6.2M | trimmed -24.6% | 2025 Q3 |
| Capital Group (American Funds) | 100.6k | 0.02% | $6.2M | opened | 2026 Q1 |
| UBS | 96.3k | 0.02% | $5.9M | trimmed -37% | ≤2013 |
| Vident Advisory, LLC | 95.1k | 0.02% | $5.8M | added +14.9% | 2022 Q2 |
| Virtus Family Office LLC | 87.8k | 0.02% | $5.4M | trimmed -8.9% | 2025 Q3 |
| Laird Norton Wetherby Trust Company, LLC | 82.7k | 0.02% | $5.1M | added +10.1% | ≤2013 |
| Ritholtz Wealth Management | 81.0k | 0.02% | $5.0M | added +5.4% | 2023 Q1 |
| Citigroup INC | 74.1k | 0.01% | $4.5M | added +4% | ≤2013 |
| Jane Street | 73.1k | 0.01% | $4.5M | opened | 2025 Q3 |
| Quadrant Capital Group LLC | 71.1k | 0.01% | $4.4M | trimmed -1.3% | 2015 Q2 |
| BNP Paribas Financial Markets | 70.5k | 0.01% | $4.3M | added +19.1% | 2016 Q3 |
| B. Metzler seel. Sohn & CO. AG | 69.8k | 0.01% | $4.3M | added +6.6% | 2022 Q1 |
| Royal Bank OF Canada | 67.9k | 0.01% | $4.2M | trimmed -21.5% | ≤2013 |
| Deutsche Bank AG\ | 66.9k | 0.01% | $4.1M | added +18.3% | 2025 Q2 |
| Pathstone Holdings, LLC | 62.5k | 0.01% | $3.8M | trimmed -33% | 2023 Q4 |
| US Bancorp \DE\ | 57.6k | 0.01% | $3.5M | added +16.3% | ≤2013 |
| GAMCO (Gabelli) | 56.3k | 0.01% | $3.4M | added +28% | 2018 Q4 |
Largest 50 of 278 shown; the full ranked, searchable register is at boothcheck.com/holders/SHG. 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.