SR 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.

389 institutional managers reported holding SR for the quarter ended Mar 31, 2026. Together they hold about 88% of shares outstanding; the top 10 hold 48%. 61 opened new positions; 31 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock7.98M13.48%$720.1Mtrimmed -1.3%2016 Q2
Vanguard Group6.56M11.08%$592.2Madded +1.9%2016 Q2
State Street2.98M5.03%$268.6Mtrimmed -5.8%2016 Q1
Deutsche Bank AG\2.18M3.69%$197.1Mtrimmed -11.8%2016 Q2
American Century Companies INC2.09M3.53%$188.8Mtrimmed -7%2016 Q2
Geode Capital1.71M2.88%$154.1Madded +8.1%2016 Q2
Fuller & Thaler Asset Management, INC.1.65M2.78%$148.7Madded +1.4%2021 Q1
Captrust Financial Advisors1.23M2.07%$110.8Mtrimmed -1.1%2024 Q3
Adage Capital Partners GP, L.l.c.1.20M2.03%$108.4Madded +7%2025 Q1
Nuveen1.08M1.83%$97.7Mtrimmed -3%2016 Q2
Dimensional Fund Advisors1.02M1.73%$92.4Munchanged2016 Q2
Nomura Asset Management International INC.957.8k1.62%$86.4Mtrimmed -35.5%2025 Q4
Duff & Phelps Investment Management CO932.6k1.57%$84.2Mtrimmed -5.2%2016 Q2
Morgan Stanley870.6k1.47%$78.6Mtrimmed -20.2%2016 Q2
Vaughan Nelson Investment Management, L.p.851.7k1.44%$76.9Mtrimmed -10.8%2025 Q1
Northern Trust764.9k1.29%$69.0Madded +3.8%2016 Q2
Charles Schwab Investment Management732.9k1.24%$66.1Mtrimmed -0.9%2016 Q2
MFS Investment Management715.3k1.21%$64.6Madded +20.4%2025 Q3
Thrivent Financial for Lutherans699.1k1.18%$63.1Munchanged2016 Q2
UBS675.6k1.14%$61.0Madded +22.7%2016 Q2
Wellington Management658.7k1.11%$59.5Madded +18.3%2016 Q2
Goldman Sachs631.2k1.07%$57.0Mtrimmed -2.5%2016 Q2
BNY Mellon610.0k1.03%$55.1Munchanged2016 Q2
Invesco604.8k1.02%$54.6Mtrimmed -19.2%2016 Q2
First Trust Advisors LP547.6k0.93%$49.4Mtrimmed -4.7%2016 Q2
T. Rowe Price Investment Management, INC.494.1k0.83%$44.6Madded +163.3%2025 Q3
Manufacturers Life Insurance Company, THE479.7k0.81%$43.3Munchanged2016 Q2
OLD Republic International CORP433.5k0.73%$39.1Munchanged2016 Q2
AQR Capital412.8k0.70%$37.3Madded +12.5%2018 Q4
Energy Income Partners, LLC402.3k0.68%$36.3Madded +1.6%2025 Q4
Jupiter Asset Management LTD387.2k0.65%$34.9Madded +2.3%2025 Q1
ProShare Advisors LLC385.7k0.65%$34.8Mtrimmed -17.2%2016 Q2
Bank OF America CORP /DE/385.7k0.65%$34.8Mtrimmed -3.7%2016 Q2
ExodusPoint376.1k0.64%$33.9Madded +28.2%2021 Q1
Victory Capital Management INC371.2k0.63%$33.5Madded +2.1%2019 Q3
William Blair Investment Management, LLC350.0k0.59%$31.6Madded +3.2%2021 Q2
Qube Research & Technologies LTD326.6k0.55%$29.5Madded +398.2%2025 Q4
Legal & General Group PLC282.8k0.48%$25.5Mtrimmed -7.8%2016 Q2
Wedge Capital Management L L P/NC213.0k0.36%$19.2Madded +532.8%2024 Q4
Rhumbline Advisers192.1k0.33%$17.3Madded +0.7%2016 Q2
South Street Advisors LLC190.1k0.32%$17.2Madded +3.3%2025 Q4
Principal Financial Group INC188.4k0.32%$17.0Mtrimmed -28.2%2016 Q2
Resolution Capital LTD (focused)162.4k0.27%$14.7Madded +14.9%2025 Q3
CalPERS152.3k0.26%$13.7Mtrimmed -5.4%2016 Q2
Exchange Traded Concepts, LLC151.5k0.26%$13.7Madded +9%2021 Q3
Hotchkis & Wiley Capital Management LLC148.2k0.25%$13.4Mtrimmed -6.1%2018 Q2
Natixis Advisors, LLC145.3k0.25%$13.1Mtrimmed -28%2025 Q1
Leeward Investments, LLC - MA141.0k0.24%$12.7Madded +19.4%2022 Q1
GAMCO (Gabelli)128.4k0.22%$11.6Munchanged2016 Q2
Edgestream Partners, L.p.125.5k0.21%$11.3Madded +226.5%2025 Q4

Largest 50 of 389 shown; the full ranked, searchable register is at boothcheck.com/holders/SR. 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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