SOC 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.

212 institutional managers reported holding SOC for the quarter ended Mar 31, 2026. Together they hold about 95% of shares outstanding; the top 10 hold 66%. 47 opened new positions; 35 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Pilgrim Global Advisors LLC (focused)18.21M12.67%unchanged2024 Q1
Continental General Insurance CO (focused)13.71M9.54%added +2041.1%2025 Q4
Encompass Capital Advisors LLC13.45M9.36%unchanged2024 Q3
BlackRock9.36M6.51%added +39.5%2024 Q2
Vanguard Group8.36M5.82%added +10.6%2024 Q2
Capital International Investors7.57M5.27%trimmed -34.7%2025 Q3
Morgan Stanley7.27M5.06%added +39%2024 Q1
FourWorld Capital Management LLC (focused)7.21M5.02%trimmed -11%2025 Q4
Two Seas Capital LP (focused)5.50M3.83%added +217.1%2024 Q4
State Street4.61M3.21%added +22.1%2024 Q1
Geode Capital2.96M2.06%added +29.1%2024 Q2
Alyeska Investment Group2.69M1.87%trimmed -75.7%2024 Q1
Capital Group (American Funds)2.36M1.65%opened2026 Q1
Susquehanna International Group2.21M1.54%added +399.1%2024 Q3
BW Gestao de Investimentos Ltda.2.13M1.48%added +45.1%2025 Q4
Verition Fund Management2.04M1.42%trimmed -16.8%2024 Q4
Millennium Management1.92M1.33%trimmed -40.7%2025 Q1
Goldman Sachs1.92M1.33%added +100.7%2024 Q2
Whitefort Capital Management, LP (focused)1.54M1.07%trimmed -19.2%2025 Q4
UBS1.50M1.04%trimmed -47.5%2024 Q2
Boothbay Fund Management, LLC1.47M1.02%opened2026 Q1
Bank OF America CORP /DE/1.30M0.90%added +224.7%2024 Q1
Charles Schwab Investment Management1.02M0.71%added +10%2024 Q2
Northern Trust1.01M0.71%added +41%2024 Q2
GM Advisory Group, LLC1.00M0.70%unchanged2024 Q2
Aventail Capital Group, LP991.7k0.69%trimmed -21.6%2024 Q1
Citadel Advisors743.6k0.52%trimmed -68.2%2024 Q1
LPL Financial LLC730.5k0.51%added +72.2%2024 Q4
Hite Hedge Asset Management LLC714.3k0.50%opened2026 Q1
Plustick Management LLC (focused)675.0k0.47%added +92.9%2025 Q4
Trexquant Investment LP473.5k0.33%trimmed -8.5%2025 Q4
Philadelphia Financial Management of San Francisco, LLC (focused)453.7k0.32%added +38.3%2025 Q4
Nuveen399.1k0.28%added +286.1%2024 Q2
Purpose Unlimited INC.394.2k0.27%added +229.8%2025 Q4
Weiss Asset Management LP328.2k0.23%unchanged2025 Q3
BNY Mellon323.7k0.23%added +62.9%2024 Q2
Invesco312.9k0.22%added +133.7%2024 Q2
Rockefeller Capital Management L.p.263.8k0.18%opened2025 Q1
Kore Advisors LP (focused)257.2k0.18%added +70.2%2025 Q3
Barclays PLC207.4k0.14%trimmed -65.7%2024 Q2
Mirabella Financial Services LLP201.4k0.14%added +656.4%2025 Q4
Swiss National Bank200.0k0.14%unchanged2024 Q2
IMC-Chicago, LLC192.1k0.13%added +7.1%2024 Q4
BNP Paribas Financial Markets175.7k0.12%added +14.4%2024 Q2
HRT Financial LP166.7k0.12%trimmed -62.6%2025 Q1
Man Group152.0k0.11%trimmed -61.1%2025 Q4
Rafferty Asset Management, LLC149.0k0.10%trimmed -5.4%2024 Q3
Balyasny Asset Management143.8k0.10%added +690.5%2025 Q2
Capital Fund Management S.a.137.6k0.10%added +44.1%2024 Q4
Rhumbline Advisers131.0k0.09%added +43.3%2024 Q2

Largest 50 of 212 shown; the full ranked, searchable register is at boothcheck.com/holders/SOC. 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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