SPB 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.

274 institutional managers reported holding SPB for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 63%. 54 opened new positions; 34 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group2.67M11.44%$196.8Madded +1.8%≤2013
Pzena Investment Management2.34M10.04%$172.7Mtrimmed -2.6%2019 Q1
Callodine Capital Management, LP2.05M8.79%$151.3Mtrimmed -0.8%2022 Q1
BlackRock1.85M7.93%$136.5Mtrimmed -9.6%≤2013
American Century Companies INC1.69M7.25%$124.7Mtrimmed -17%2016 Q1
LSV Asset Management1.03M4.42%$76.1Madded +70.9%2023 Q4
Dimensional Fund Advisors931.0k4.00%$68.8Mtrimmed -3%≤2013
Goldman Sachs799.2k3.43%$59.0Madded +44%≤2013
Pacer Advisors, INC.700.5k3.01%$51.7Mtrimmed -57.1%2024 Q2
Quantinno Capital Management LP660.4k2.83%$48.8Mtrimmed -8.3%2023 Q4
DME Capital Management, LP (focused)650.4k2.79%$48.0Mtrimmed -2%2025 Q4
Alberta Investment Management CORP607.5k2.61%$44.9Mtrimmed -19.2%2023 Q2
State Street590.7k2.54%$43.6Mtrimmed -2.3%≤2013
Geode Capital566.0k2.43%$41.8Munchanged≤2013
UBS544.7k2.34%$40.2Madded +4.2%≤2013
Charles Schwab Investment Management529.9k2.27%$39.1Mtrimmed -8.6%≤2013
Qube Research & Technologies LTD490.4k2.10%$36.2Mtrimmed -2.5%2023 Q3
Systematic Financial Management LP361.4k1.55%$26.7Mtrimmed -2.4%≤2013
Millennium Management353.4k1.52%$26.1Madded +121.1%≤2013
Gamco Investors, INC. et al350.4k1.50%$25.9Mtrimmed -1%2021 Q3
Manning & Napier Advisors LLC320.0k1.37%$23.6Madded +6.7%2024 Q2
Bank OF America CORP /DE/284.5k1.22%$21.0Mtrimmed -7.2%≤2013
FMR (Fidelity)255.8k1.10%$18.9Munchanged2014 Q1
GAMCO (Gabelli)240.6k1.03%$17.8Madded +1.1%2018 Q3
BNY Mellon233.4k1.00%$17.2Mtrimmed -26%≤2013
First Eagle Investment Management232.3k1.00%$17.2Madded +12.3%2023 Q4
Northern Trust231.0k0.99%$17.1Madded +0.8%≤2013
Man Group221.5k0.95%$16.4Mopened2026 Q1
Victory Capital Management INC212.4k0.91%$15.7Mtrimmed -5.3%2019 Q3
Newtyn Management, LLC (focused)185.0k0.79%$13.7Mtrimmed -26%2018 Q3
Bridgeway Capital Management, LLC170.2k0.73%$12.6Madded +16.9%2025 Q2
Morgan Stanley169.9k0.73%$12.5Mtrimmed -23.3%≤2013
Parkwood LLC163.5k0.70%$12.1Mtrimmed -14.8%2025 Q4
Royal Bank OF Canada161.3k0.69%$11.9Madded +13.6%≤2013
Susquehanna International Group154.4k0.66%$11.4Madded +128.4%≤2013
Two Sigma153.5k0.66%$11.3Mtrimmed -57.6%2022 Q3
Monimus Capital Management, LP148.8k0.64%$11.0Mtrimmed -0.8%2024 Q4
Thompson Siegel & Walmsley LLC141.0k0.60%$10.4Mtrimmed -29%2018 Q3
BNP Paribas Financial Markets138.0k0.59%$10.2Madded +13%≤2013
Cambria Investment Management, L.p.134.2k0.58%$9.9Mtrimmed -5.9%2024 Q3
Citadel Advisors129.7k0.56%$9.6Madded +920.4%2022 Q3
Trexquant Investment LP115.4k0.49%$8.5Mtrimmed -25.5%2024 Q2
Ameriprise Financial INC109.5k0.47%$8.1Mtrimmed -1.8%2018 Q1
Hillsdale Investment Management INC.100.6k0.43%$7.4Mopened2026 Q1
Empowered Funds, LLC93.6k0.40%$6.9Madded +5.2%2024 Q4
SEI Investments CO92.7k0.40%$6.8Madded +127.6%2013 Q3
Bank OF Montreal /CAN/91.5k0.39%$6.8Madded +31%2024 Q1
Generali Investments Cee, investicni spolecnost, a.s.75.0k0.32%$5.5Madded +56.4%2025 Q1
Invesco74.9k0.32%$5.5Mtrimmed -2.2%≤2013
First Trust Advisors LP74.6k0.32%$5.5Mtrimmed -76.4%2020 Q3

Largest 50 of 274 shown; the full ranked, searchable register is at boothcheck.com/holders/SPB. 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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