Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SIRIUSXM HOLDINGS INC · common stock · Q1 2026 · 9 members disclosed SIRI ↗

13F filers reporting this class for the quarter ended 2026-03-31: 372
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $5.2B
holders whose share count rose or who opened the position (new + add), by shares: 210
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 52

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of SIRI ranked by reported value, 1–25 of 431 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BERKSHIRE HATHAWAY INC	$2.9B	124,807,117	+124,807,117	NEW
2	BlackRock, Inc.	$222M	9,625,184	−425,719	TRIM
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$201M	8,704,748	—	NO PRIOR
4	VANGUARD CAPITAL MANAGEMENT LLC	$192M	8,303,630	—	NO PRIOR
5	DIMENSIONAL FUND ADVISORS LP	$145M	6,301,181	+4,560,821	ADD
6	Kontiki Capital Management (HK) Ltd.	$131M	5,696,724	−271,300	TRIM
7	CANADA PENSION PLAN INVESTMENT BOARD	$89.1M	3,860,924	+1,985,644	ADD
8	STATE STREET CORP	$81.9M	3,547,616	+60,201	ADD
9	CITADEL ADVISORS LLC	$75.3M	3,261,642	+2,471,334	ADD
10	AQR CAPITAL MANAGEMENT LLC	$68.3M	2,988,907	+1,538,960	ADD
11	Gates Capital Management, Inc.	$63.3M	2,742,359	+2,742,359	NEW
12	MORGAN STANLEY	$49.8M	2,156,763	+445,076	ADD
13	SEIZERT CAPITAL PARTNERS, LLC	$42.5M	1,840,822	−59,330	TRIM
14	HSBC HOLDINGS PLC	$41.6M	1,795,954	−2,357,124	TRIM
15	TWO SIGMA INVESTMENTS, LP	$41.0M	1,777,219	−741,568	TRIM
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$40.2M	1,740,191	+112,961	ADD
17	PRIVATE MANAGEMENT GROUP INC	$31.2M	1,352,602	+6,419	ADD
18	WEITZ INVESTMENT MANAGEMENT, INC.	$29.8M	1,293,000	−91,000	TRIM
19	Gotham Asset Management, LLC	$28.6M	1,238,571	+395,206	ADD
20	Tidal Investments LLC	$27.9M	1,208,449	−25,008	TRIM
21	UBS Group AG	$27.3M	1,180,876	−343,919	TRIM
22	HBK INVESTMENTS L P	$26.9M	1,164,203	−520,801	TRIM
23	VANGUARD FIDUCIARY TRUST CO	$26.8M	1,161,228	—	NO PRIOR
24	WITTENBERG INVESTMENT MANAGEMENT, INC.	$25.6M	1,107,416	+15,085	ADD
25	NORTHERN TRUST CORP	$25.3M	1,096,087	+46,395	ADD

Show all 431 holders

13F holders of SIRI ranked by reported value, 26–431 of 431 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	RAYMOND JAMES FINANCIAL INC	$22.0M	953,340	+50,091	ADD
27	FIRST TRUST ADVISORS LP	$22.0M	952,013	+578,103	ADD
28	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$20.8M	901,000	+901,000	NEW
29	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$20.8M	899,785	−479,842	TRIM
30	Allianz Asset Management GmbH	$18.7M	809,069	+328,641	ADD
31	Empyrean Capital Partners, LP	$16.0M	692,775	0	NO CHANGE
32	PRUDENTIAL FINANCIAL INC	$16.0M	691,237	+591,361	ADD
33	BANK OF AMERICA CORP /DE/	$15.4M	668,355	−4,551	TRIM
34	Hi-Line Capital Management, LLC	$15.4M	667,677	+115,630	ADD
35	PANAGORA ASSET MANAGEMENT INC	$15.0M	650,212	+650,212	NEW
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$14.2M	614,562	+8,762	ADD
37	JANE STREET GROUP, LLC	$14.1M	609,494	+335,100	ADD
38	BISLETT MANAGEMENT, LLC	$13.8M	600,000	0	NO CHANGE
39	CAPITAL MANAGEMENT CORP /VA	$12.2M	530,536	+16,837	ADD
40	MILLENNIUM MANAGEMENT LLC	$11.7M	509,053	+265,218	ADD
41	PDT Partners, LLC	$11.0M	475,186	+475,186	NEW
42	Advisors Asset Management, Inc.	$10.5M	452,870	−85	TRIM
43	READYSTATE ASSET MANAGEMENT LP	$10.1M	439,294	−126,329	TRIM
44	swisspartners Advisors Ltd	$9.6M	419,336	+29,360	ADD
45	CastleKnight Management LP	$9.5M	413,700	+274,700	ADD
46	Chou Associates Management Inc.	$9.5M	409,589	0	NO CHANGE
47	Cambria Investment Management, L.P.	$9.2M	398,191	+398,191	NEW
48	Aequim Alternative Investments LP	$9.1M	393,124	+100,000	ADD
49	HUNTINGTON NATIONAL BANK	$8.5M	366,762	+366,194	ADD
50	Swiss National Bank	$8.4M	365,085	0	NO CHANGE
51	Point72 Asset Management, L.P.	$8.2M	355,082	−591,018	TRIM
52	SEI INVESTMENTS CO	$7.2M	311,310	+32,818	ADD
53	Invesco Ltd.	$7.2M	310,575	−37,478	TRIM
54	Nuveen, LLC	$6.6M	286,806	+7,496	ADD
55	BALYASNY ASSET MANAGEMENT L.P.	$6.5M	283,289	−297,552	TRIM
56	Creative Planning	$6.4M	276,284	+159,591	ADD
57	BNP Paribas Asset Management Holding S.A.	$6.4M	275,309	−5,612	TRIM
58	ExodusPoint Capital Management, LP	$6.2M	269,655	+269,655	NEW
59	Mitsubishi UFJ Trust & Banking Corp	$5.9M	255,349	+64,188	ADD
60	OSAIC HOLDINGS, INC.	$5.8M	250,075	−14,038	TRIM
61	Legal & General Group Plc	$5.5M	238,790	−21,704	TRIM
62	FIRST MANHATTAN CO. LLC.	$5.3M	228,472	−848	TRIM
63	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.0M	216,448	+216,448	NEW
64	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$4.6M	197,409	−6,612	TRIM
65	LMR Partners LLP	$4.3M	186,049	0	NO CHANGE
66	Qsemble Capital Management, LP	$4.2M	182,710	+110,237	ADD
67	ENVESTNET ASSET MANAGEMENT INC	$4.0M	173,619	+72,519	ADD
68	SummitTX Capital, L.P.	$4.0M	173,235	+19,275	ADD
69	VANGUARD ASSET MANAGEMENT, Ltd	$3.9M	169,493	—	NO PRIOR
70	IEQ CAPITAL, LLC	$3.9M	167,289	+122,432	ADD
71	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.8M	166,515	+166,515	NEW
72	TWINBEECH CAPITAL LP	$3.7M	158,776	+158,776	NEW
73	WHITEBOX ADVISORS LLC	$3.6M	153,943	−17,000	TRIM
74	STOREBRAND ASSET MANAGEMENT AS	$3.4M	147,000	—	NO PRIOR
75	ArrowMark Colorado Holdings LLC	$3.3M	144,827	0	NO CHANGE
76	ALLIANCEBERNSTEIN L.P.	$2.8M	139,924	+44,647	ADD
77	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.8M	116,582	+47,488	ADD
78	FRANKLIN RESOURCES INC	$2.8M	120,022	+773	ADD
79	Inspire Investing, LLC	$2.8M	119,586	−8,392	TRIM
80	Paralel Advisors LLC	$2.7M	118,658	0	NO CHANGE
81	WELLS FARGO & COMPANY/MN	$2.7M	118,653	−4,551	TRIM
82	Cerity Partners LLC	$2.7M	114,829	+61,755	ADD
83	Mariner, LLC	$2.6M	112,158	+112,158	NEW
84	Quantinno Capital Management LP	$2.5M	107,336	+29,419	ADD
85	State of New Jersey Common Pension Fund D	$2.5M	106,888	+3,738	ADD
86	Holocene Advisors, LP	$2.5M	106,754	+106,754	NEW
87	CWM, LLC	$2.5M	106,688	+65,076	ADD
88	Wakefield Asset Management LLLP	$2.5M	106,447	0	NO CHANGE
89	ADAGE CAPITAL PARTNERS GP, L.L.C.	$2.5M	106,402	−100,000	TRIM
90	CITIGROUP INC	$2.4M	104,102	−65,645	TRIM
91	FMR LLC	$2.4M	103,808	−224,554	TRIM
92	D. E. Shaw & Co., Inc.	$2.3M	101,528	−3,204,714	TRIM
93	ROYAL BANK OF CANADA	$2.3M	99,165	−36,661	TRIM
94	BROWN ADVISORY INC	$2.3M	98,733	+14,123	ADD
95	Aspen Grove Capital, LLC	$2.3M	98,648	+98,648	NEW
96	Private Advisor Group, LLC	$2.2M	95,350	+46,936	ADD
97	TEACHER RETIREMENT SYSTEM OF TEXAS	$2.2M	95,112	+28,528	ADD
98	Bridgewater Associates, LP	$2.1M	91,340	+3,033	ADD
99	Allworth Financial LP	$2.0M	88,030	+3,481	ADD
100	Weaver C. Barksdale & Associates, Inc.	$2.0M	87,828	+5,466	ADD
101	STIFEL FINANCIAL CORP	$2.0M	86,058	−55,035	TRIM
102	LPL Financial LLC	$1.8M	79,368	−15,280	TRIM
103	Janus Henderson Group Ltd.	$1.8M	77,559	0	NO CHANGE
104	Vanguard Global Advisers, LLC	$1.8M	76,167	—	NO PRIOR
105	AIRE ADVISORS, LLC	$1.7M	75,398	0	NO CHANGE
106	Shay Capital LLC	$1.7M	72,983	−6,766	TRIM
107	COMMONWEALTH EQUITY SERVICES, LLC	$1.6M	71,180	+3,268	ADD
108	MERCER GLOBAL ADVISORS INC /ADV	$1.6M	70,178	+29,728	ADD
109	Camelot Portfolios, LLC	$1.6M	68,633	−1,649	TRIM
110	Helium Advisors LLC	$1.5M	66,721	0	NO CHANGE
111	Krilogy Financial LLC	$1.5M	62,154	+8,582	ADD
112	NATIXIS	$1.5M	63,022	−59,309	TRIM
113	Focus Partners Wealth	$1.4M	61,597	+37,463	ADD
114	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.4M	60,642	−37,239	TRIM
115	CREDIT INDUSTRIEL ET COMMERCIAL	$1.4M	60,385	0	NO CHANGE
116	Lighthouse Investment Partners, LLC	$1.4M	58,883	+43,183	ADD
117	Engineers Gate Manager LP	$1.3M	58,299	+58,299	NEW
118	Cetera Investment Advisers	$1.3M	57,591	+3,742	ADD
119	Jain Global LLC	$1.3M	56,385	+56,385	NEW
120	Robeco Institutional Asset Management B.V.	$1.3M	56,186	+56,186	NEW
121	Man Group plc	$1.3M	55,825	+55,825	NEW
122	Magnetar Financial LLC	$1.3M	55,062	+55,062	NEW
123	FEDERATED HERMES, INC.	$1.3M	54,803	+1,025	ADD
124	Mork Capital Management, LLC	$1.3M	54,400	0	NO CHANGE
125	FIFTH THIRD BANCORP	$1.2M	53,877	+53,877	NEW
126	Wallace Capital Management Inc.	$1.2M	53,384	−2,201	TRIM
127	Rehmann Capital Advisory Group	$1.2M	51,564	+11,969	ADD
128	Arizona State Retirement System	$1.2M	50,845	−614	TRIM
129	FIRST WILSHIRE SECURITIES MANAGEMENT INC	$1.1M	49,781	−628	TRIM
130	Snowden Capital Advisors LLC	$1.1M	49,582	+39	ADD
131	WBI INVESTMENTS, LLC	$1.1M	48,770	+48,770	NEW
132	Vanguard Investments Australia, Ltd.	$1.1M	48,755	—	NO PRIOR
133	GROUP ONE TRADING LLC	$1.1M	48,111	−17,899	TRIM
134	EXCHANGE TRADED CONCEPTS, LLC	$1.1M	46,881	+16,761	ADD
135	Zurcher Kantonalbank (Zurich Cantonalbank)	$1.0M	45,197	+45,197	NEW
136	Squarepoint Ops LLC	$1.0M	44,994	+44,994	NEW
137	Y-Intercept (Hong Kong) Ltd	$992K	42,967	+42,967	NEW
138	Everstar Asset Management, LLC	$988K	42,790	+626	ADD
139	DEUTSCHE BANK AG\	$978K	42,368	+629	ADD
140	Cassaday & Co Wealth Management LLC	$970K	42,046	0	NO CHANGE
141	Clearstead Advisors, LLC	$963K	41,724	+1,509	ADD
142	Empowered Funds, LLC	$937K	40,589	+40,589	NEW
143	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$928K	40,188	+40,188	NEW
144	Summit Financial, LLC	$906K	39,239	+11,100	ADD
145	Balefire, LLC	$897K	38,869	+5,500	ADD
146	AXQ CAPITAL, LP	$870K	37,677	+37,677	NEW
147	Verition Fund Management LLC	$762K	32,996	−182,680	TRIM
148	CAISSE DES DEPOTS ET CONSIGNATIONS	$750K	32,483	0	NO CHANGE
149	HighTower Advisors, LLC	$747K	32,364	−1,738	TRIM
150	Riverview Capital Advisers, LLC	$733K	31,752	+2,363	ADD
151	MAVERICK CAPITAL LTD	$729K	31,602	−216,989	TRIM
152	Pictet Asset Management Holding SA	$705K	30,531	+2,438	ADD
153	EVERGREEN CAPITAL MANAGEMENT LLC	$702K	30,428	+829	ADD
154	Indivisible Partners	$698K	30,224	+12,361	ADD
155	Corient Private Wealth LLC	$686K	35,737	−31,158	TRIM
156	Integrated Wealth Concepts LLC	$666K	28,838	+28,838	NEW
157	Advyzon Investment Management, LLC	$641K	27,786	+13,808	ADD
158	Universal- Beteiligungs- und Servicegesellschaft mbH	$629K	27,248	−744	TRIM
159	CIBC WORLD MARKET INC.	$629K	27,242	+142	ADD
160	Amundi	$617K	26,736	+4,458	ADD
161	Blueshift Asset Management, LLC	$601K	26,046	+26,046	NEW
162	HORIZON KINETICS ASSET MANAGEMENT LLC	$596K	25,808	−3,558	TRIM
163	COMMERCE BANK	$586K	25,393	−1,032	TRIM
164	Jacobs Equity LLC	$579K	25,100	−400	TRIM
165	Alpine Global Management, LLC	$577K	25,000	−1,817	TRIM
166	US BANCORP \DE\	$560K	24,265	+94	ADD
167	Choate Investment Advisors	$545K	23,615	0	NO CHANGE
168	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$538K	23,313	+23,313	NEW
169	TRUIST FINANCIAL CORP	$510K	22,104	+11,347	ADD
170	Merit Financial Group, LLC	$509K	22,032	+8,584	ADD
171	Vanguard Personalized Indexing Management, LLC	$489K	21,189	+745	ADD
172	OPPENHEIMER & CO INC	$476K	20,635	−752	TRIM
173	Waldron Private Wealth LLC	$463K	20,040	−3,750	TRIM
174	Baird Financial Group, Inc.	$456K	19,766	+19,766	NEW
175	Focus Partners Advisor Solutions, LLC	$450K	19,507	+7,337	ADD
176	Sequoia Financial Advisors, LLC	$443K	19,213	−649	TRIM
177	RAFFLES ASSOCIATES LP	$443K	19,194	0	NO CHANGE
178	Watershed Asset Management, L.L.C.	$434K	18,824	+18,824	NEW
179	Chicago Partners Investment Group LLC	$432K	15,403	+15,403	NEW
180	STATE OF WISCONSIN INVESTMENT BOARD	$422K	18,278	+56	ADD
181	VARCOV Co.	$408K	17,682	+17,682	NEW
182	MML INVESTORS SERVICES, LLC	$408K	17,658	+17,658	NEW
183	BANK OF MONTREAL /CAN/	$399K	17,303	+17,303	NEW
184	Rockefeller Capital Management L.P.	$398K	17,240	−64	TRIM
185	Ensign Peak Advisors, Inc	$394K	17,050	0	NO CHANGE
186	Sagewood Asset Management LP	$389K	16,844	+16,844	NEW
187	Sound View Wealth Advisors Group, LLC	$385K	16,686	0	NO CHANGE
188	Atlantic Union Bankshares Corp	$383K	16,603	+4,216	ADD
189	MACKENZIE FINANCIAL CORP	$381K	16,500	+16,500	NEW
190	EVOLVE PRIVATE WEALTH, LLC	$378K	16,366	+852	ADD
191	Leonteq Securities AG	$371K	16,094	−4,008	TRIM
192	DAVENPORT & Co LLC	$364K	15,756	−18,662	TRIM
193	WINTON GROUP Ltd	$362K	15,700	−15,400	TRIM
194	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$361K	15,622	+288	ADD
195	Hardy Reed LLC	$358K	15,490	0	NO CHANGE
196	GUGGENHEIM CAPITAL LLC	$356K	15,446	+15,446	NEW
197	Pallas Capital Advisors LLC	$351K	15,198	+15,198	NEW
198	Meeder Advisory Services, Inc.	$348K	15,064	+15,064	NEW
199	Trust Investment Advisors	$346K	15,000	0	NO CHANGE
200	VestGen Advisors, LLC	$343K	13,123	+3,073	ADD
201	Stirlingshire Investments, Inc.	$341K	14,775	+272	ADD
202	XPONANCE LLC	$337K	14,591	+4,300	ADD
203	Mill Creek Capital Advisors, LLC	$333K	14,412	0	NO CHANGE
204	MAI Capital Management	$325K	14,091	+7,292	ADD
205	Elo Mutual Pension Insurance Co	$323K	14,004	−54,698	TRIM
206	Gilman Hill Asset Management, LLC	$323K	13,977	−1,250	TRIM
207	Freestone Grove Partners LP	$319K	13,843	−3,231	TRIM
208	VOYA INVESTMENT MANAGEMENT LLC	$319K	13,838	−167	TRIM
209	Kestra Advisory Services, LLC	$308K	13,350	+3,629	ADD
210	M&T BANK CORP	$305K	13,214	+13,214	NEW
211	LWM Advisory Services, LLC	$303K	13,111	+13,111	NEW
212	Triad Investment Management	$302K	13,104	0	NO CHANGE
213	Allegiance Financial Group Advisory Services LLC	$300K	13,015	+2,086	ADD
214	ALPINE WOODS CAPITAL INVESTORS, LLC	$298K	12,933	+12,933	NEW
215	Swiss Life Asset Management Ltd	$286K	12,398	−5,083	TRIM
216	Clark Capital Management Group, Inc.	$283K	12,275	0	NO CHANGE
217	Lido Advisors, LLC	$280K	12,138	+12,138	NEW
218	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$279K	12,100	+3,225	ADD
219	XTX Topco Ltd	$278K	12,030	−59,545	TRIM
220	LETSON INVESTMENT MANAGEMENT, INC.	$277K	12,010	0	NO CHANGE
221	Straight Path Wealth Management	$277K	12,003	0	NO CHANGE
222	JB Capital LLC	$274K	11,869	+158	ADD
223	LEVIN CAPITAL STRATEGIES, L.P.	$270K	11,715	0	NO CHANGE
224	Federation des caisses Desjardins du Quebec	$267K	11,584	−3,745	TRIM
225	Columbia Asset Management	$265K	11,495	−1,500	TRIM
226	Concorde Asset Management, LLC	$265K	11,492	−65	TRIM
227	Moors & Cabot, Inc.	$252K	10,913	+10,913	NEW
228	Unified Investment Management	$247K	10,688	−394	TRIM
229	CIBC Asset Management Inc	$242K	10,492	0	NO CHANGE
230	Vontobel Holding Ltd.	$238K	10,306	+10,306	NEW
231	Concurrent Investment Advisors, LLC	$237K	10,278	+10,278	NEW
232	HB Wealth Management, LLC	$237K	10,269	+10,269	NEW
233	Cresset Asset Management, LLC	$237K	10,260	−42	TRIM
234	LAZARD ASSET MANAGEMENT LLC	$236K	10,204	−30,803	TRIM
235	NewEdge Advisors, LLC	$235K	10,175	+9,037	ADD
236	BFSG, LLC	$235K	10,170	+323	ADD
237	DLK Investment Management, LLC	$234K	10,150	+10,150	NEW
238	Utah Retirement Systems	$232K	10,033	0	NO CHANGE
239	Sanctuary Advisors, LLC	$226K	9,814	+9,814	NEW
240	New Vernon Capital Holdings II LLC	$226K	9,794	+30	ADD
241	PFG Investments, LLC	$222K	9,599	+9,599	NEW
242	CSS LLC/IL	$222K	9,599	+4,027	ADD
243	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$216K	9,353	+9,353	NEW
244	Maryland State Retirement & Pension System	$213K	9,225	+9,225	NEW
245	&PARTNERS	$205K	8,882	+8,882	NEW
246	OXFORD ASSET MANAGEMENT LLP	$205K	8,865	−69,332	TRIM
247	PINNACLE ASSOCIATES LTD	$202K	8,762	+8,762	NEW
248	Pathstone Holdings, LLC	$201K	8,707	+8,707	NEW
249	Fort Henry Capital, LLC	$200K	8,673	+8,673	NEW
250	NOMURA ASSET MANAGEMENT CO LTD	$152K	6,600	+2,800	ADD
251	SIGNATUREFD, LLC	$144K	6,227	+1,365	ADD
252	Deseret Mutual Benefit Administrators	$142K	6,159	+2,679	ADD
253	PEAK6 LLC	$141K	6,111	−31,277	TRIM
254	Pinnacle Wealth Planning Services, Inc.	$134K	5,820	+5,430	ADD
255	Bleichroeder LP	$117K	5,061	0	NO CHANGE
256	Steward Partners Investment Advisory, LLC	$106K	4,604	+72	ADD
257	Mirae Asset Global Investments Co., Ltd.	$103K	4,457	+4,457	NEW
258	Parkside Financial Bank & Trust	$97.6K	4,230	−4,085	TRIM
259	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$87.7K	3,800	0	NO CHANGE
260	Arax Advisory Partners	$83.3K	3,609	+978	ADD
261	Itau Unibanco Holding S.A.	$60.6K	2,625	0	NO CHANGE
262	MCF Advisors LLC	$56.7K	2,456	—	NO PRIOR
263	Security National Bank	$55.0K	2,385	+2,385	NEW
264	MEEDER ASSET MANAGEMENT INC	$51.1K	2,216	+2,216	NEW
265	MATHER GROUP, LLC.	$41.8K	1,809	+1,809	NEW
266	Tower Research Capital LLC (TRC)	$40.6K	1,760	−226	TRIM
267	HRT FINANCIAL LP	$36.1K	1,565,725	+1,522,526	ADD
268	Altshuler Shaham Ltd	$35.8K	1,553	+417	ADD
269	DELTA ASSET MANAGEMENT LLC/TN	$35.7K	1,546	0	NO CHANGE
270	CVA Family Office, LLC	$34.6K	1,500	+1,500	NEW
271	Mitsubishi UFJ Asset Management Co., Ltd.	$31.7K	1,374	+1,125	ADD
272	True Wealth Design, LLC	$30.5K	1,321	+706	ADD
273	GABLES CAPITAL MANAGEMENT INC.	$29.3K	1,271	0	NO CHANGE
274	Kemnay Advisory Services Inc.	$24.2K	1,047	+1,047	NEW
275	Golden State Wealth Management, LLC	$23.4K	1,015	+6	ADD
276	Investors Research Corp	$23.3K	1,008	0	NO CHANGE
277	IFG Advisory, LLC	$23.1K	1,000	+1,000	NEW
278	Geneos Wealth Management Inc.	$22.6K	978	0	NO CHANGE
279	Walleye Capital LLC	$20.7K	896	+896	NEW
280	Spire Wealth Management	$20.6K	894	−1,209	TRIM
281	ASSETMARK, INC	$19.4K	841	+748	ADD
282	ENTRUST FINANCIAL LLC	$19.0K	823	0	NO CHANGE
283	Penserra Capital Management LLC	$18.8K	815,137	+432,214	ADD
284	Elequin Capital, LP	$18.7K	811	+628	ADD
285	Abound Wealth Management	$18.7K	810	0	NO CHANGE
286	Destiny Wealth Partners, LLC	$16.3K	705	+705	NEW
287	Truvestments Capital LLC	$13.8K	597	0	NO CHANGE
288	Sachetta, LLC	$13.7K	592	+225	ADD
289	Dogwood Wealth Management LLC	$9.8K	423	0	NO CHANGE
290	Tradewinds Capital Management, LLC	$9.0K	392	+5	ADD
291	Community Financial Services Group, LLC	$8.9K	381	+381	NEW
292	QUADRANT CAPITAL GROUP LLC	$7.5K	325	+318	ADD
293	Clearstead Trust, LLC	$7.5K	323	+323	NEW
294	WPG Advisers, LLC	$7.5K	323	+70	ADD
295	BROWN, LISLE/CUMMINGS, INC.	$7.2K	313	0	NO CHANGE
296	Costello Asset Management, INC	$7.1K	309	0	NO CHANGE
297	GHP Investment Advisors, Inc.	$7.0K	304	+4	ADD
298	Owl Creek Wealth Partners LLC	$6.6K	285	—	NO PRIOR
299	SJS Investment Consulting Inc.	$6.5K	282	+265	ADD
300	Activest Wealth Management	$6.2K	268	+268	NEW
301	Fortis Group Advisors, LLC	$6.2K	267	0	NO CHANGE
302	Blue Trust, Inc.	$6.0K	262	+192	ADD
303	ELEVATION WEALTH PARTNERS, LLC	$5.6K	241	+241	NEW
304	Medallion Wealth Advisors, LLC	$5.3K	230	—	NO PRIOR
305	Larson Financial Group LLC	$5.2K	225	−20	TRIM
306	CENTRAL TRUST Co	$5.2K	225	+225	NEW
307	State of Alaska, Department of Revenue	$4.7K	204,242	0	NO CHANGE
308	JFS WEALTH ADVISORS, LLC	$4.7K	203	+55	ADD
309	Prestige Wealth Management Group LLC	$4.5K	194	0	NO CHANGE
310	Community Bank, N.A.	$4.4K	190	0	NO CHANGE
311	Wilmington Savings Fund Society, FSB	$4.3K	187	+187	NEW
312	WealthCollab, LLC	$4.0K	175	+143	ADD
313	West Financial Advisors, LLC	$3.6K	154	+2	ADD
314	ALGERT GLOBAL LLC	$3.4K	148,892	+42,940	ADD
315	TD Waterhouse Canada Inc.	$3.3K	143	−1,867	TRIM
316	SHP Wealth Management	$3.3K	141	+95	ADD
317	Vermillion Wealth Management, Inc.	$3.1K	136	+25	ADD
318	Bell Investment Advisors, Inc	$2.9K	126	0	NO CHANGE
319	Rachor Investment Advisory Services, LLC	$2.9K	126	+126	NEW
320	Valued Wealth Advisors LLC	$2.7K	117	0	NO CHANGE
321	Bayforest Capital Ltd	$2.7K	115	+115	NEW
322	Rialto Wealth Management, LLC	$2.6K	112	+12	ADD
323	Kimelman & Baird, LLC	$2.5K	110	0	NO CHANGE
324	New England Capital Financial Advisors LLC	$2.5K	110	0	NO CHANGE
325	Signature Resources Capital Management, LLC	$2.4K	103	+103	NEW
326	Clayton Financial Group LLC	$2.3K	100	0	NO CHANGE
327	Vision Retirement, LLC	$2.3K	100	—	NO PRIOR
328	Caldwell Trust Co	$2.3K	100	0	NO CHANGE
329	NATIONAL BANK OF CANADA /FI/	$2.3K	98	+98	NEW
330	Cherry Tree Wealth Management, LLC	$2.1K	92	0	NO CHANGE
331	Center for Financial Planning, Inc.	$2.0K	88	0	NO CHANGE
332	Treasurer of the State of North Carolina	$1.9K	81,259	+1,732	ADD
333	EVERMAY WEALTH MANAGEMENT LLC	$1.8K	80	0	NO CHANGE
334	FINANCIAL CONSULATE, INC	$1.8K	76	0	NO CHANGE
335	Physician Wealth Advisors, Inc.	$1.7K	73	+39	ADD
336	CALDWELL SUTTER CAPITAL, INC.	$1.5K	65	0	NO CHANGE
337	Glass Jacobson Investment Advisors llc	$1.4K	60	0	NO CHANGE
338	Key FInancial Inc	$1.3K	56	0	NO CHANGE
339	First Pacific Financial	$1.2K	50	+50	NEW
340	Glen Eagle Advisors, LLC	$1.0K	44	0	NO CHANGE
341	Kilter Group LLC	$947	41	+41	NEW
342	UMB Bank, n.a.	$923	40	+40	NEW
343	COUNTRY TRUST BANK	$923	40	0	NO CHANGE
344	Smartleaf Asset Management LLC	$842	37	+23	ADD
345	Cromwell Holdings LLC	$715	31	+11	ADD
346	Mountain Hill Investment Partners Corp.	$715	31	+31	NEW
347	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$702	30	0	NO CHANGE
348	SALEM INVESTMENT COUNSELORS INC	$693	30	+30	NEW
349	N.E.W. Advisory Services LLC	$646	28	−7,624	TRIM
350	SouthState Bank Corp	$624	27	−23	TRIM
351	SITTNER & NELSON, LLC	$585	25	0	NO CHANGE
352	Pacific Center for Financial Services	$577	25	+25	NEW
353	TFC Financial Management, Inc.	$531	23	0	NO CHANGE
354	Moisand Fitzgerald Tamayo, LLC	$462	20	0	NO CHANGE
355	JTC Employer Solutions Trustee Ltd	$386	16,717	0	NO CHANGE
356	MV CAPITAL MANAGEMENT, INC.	$301	13	+7	ADD
357	Transamerica Financial Advisors, LLC	$276	12	+1	ADD
358	Claret Asset Management Corp	$234	10,144	+1	ADD
359	DUNCKER STREETT & CO INC	$185	8	0	NO CHANGE
360	HFM Investment Advisors, LLC	$162	7	+7	NEW
361	Clark Wealth Partners	$162	7	0	NO CHANGE
362	KBC Group NV	$148	6,410	0	NO CHANGE
363	Axiom Investment Management LLC	$115	5	—	NO PRIOR
364	AMERIFLEX GROUP, INC.	$92	4	+4	NEW
365	Graney & King, LLC	$50	2	0	NO CHANGE
366	JPL Wealth Management, LLC	$47	2	+2	NEW
367	Triumph Capital Management	$23	1	+1	NEW
368	Central Pacific Bank - Trust Division	$23	1	0	NO CHANGE
369	TSFG, LLC	$8	350	0	NO CHANGE
370	Capital Advisors, Ltd. LLC	$3	135	0	NO CHANGE
371	Capital Analysts, LLC	$2	103	+2	ADD
372	Erste Asset Management GmbH	$0	0	0	NO CHANGE
373	VANGUARD GROUP INC	—	—	—	n/c
374	COMERICA BANK	—	—	—	n/c
375	CIBC WORLD MARKETS CORP	—	—	—	n/c
376	CIBC Private Wealth Group LLC	—	—	—	n/c
377	Cadence Bank	—	—	—	n/c
378	Global Retirement Partners, LLC	—	—	—	n/c
379	SageView Advisory Group, LLC	—	—	—	n/c
380	BANK OF NOVA SCOTIA	—	—	−150,000	EXIT
381	HARBOUR INVESTMENTS, INC.	—	—	−3,439	EXIT
382	WEXFORD CAPITAL LP	—	—	−2,000	EXIT
383	Asset Management One Co., Ltd.	—	—	−3,600	EXIT
384	ARISTEIA CAPITAL, L.L.C.	—	—	−42,753	EXIT
385	EQUITEC PROPRIETARY MARKETS, LLC	—	—	−520	EXIT
386	WOLVERINE ASSET MANAGEMENT LLC	—	—	−25,000	EXIT
387	Weiss Asset Management LP	—	—	−236,149	EXIT
388	NORGES BANK	—	—	−2,856,916	EXIT
389	Ionic Capital Management LLC	—	—	−22,500	EXIT
390	Walleye Trading LLC	—	—	−23,533	EXIT
391	J. Goldman & Co LP	—	—	−710,364	EXIT
392	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	—	—	−10,444	EXIT
393	CAPSTONE INVESTMENT ADVISORS, LLC	—	—	−84,210	EXIT
394	IMC-Chicago, LLC	—	—	−81,636	EXIT
395	Alberta Investment Management Corp	—	—	−620,000	EXIT
396	TWO SIGMA ADVISERS, LP	—	—	−973,804	EXIT
397	Supplemental Annuity Collective Trust of NJ	—	—	−14,658	EXIT
398	TCTC Holdings, LLC	—	—	−1,227	EXIT
399	Clear Harbor Asset Management, LLC	—	—	−10,540	EXIT
400	SRH ADVISORS, LLC	—	—	−820	EXIT
401	FOX RUN MANAGEMENT, L.L.C.	—	—	−70,074	EXIT
402	Twin Tree Management, LP	—	—	−48,166	EXIT
403	Vestcor Inc	—	—	−25,673	EXIT
404	MIRABELLA FINANCIAL SERVICES LLP	—	—	−10,926	EXIT
405	PICTON MAHONEY ASSET MANAGEMENT	—	—	−37,557	EXIT
406	M Holdings Securities, Inc.	—	—	−10,375	EXIT
407	Marathon Trading Investment Management LLC	—	—	−7,294	EXIT
408	Belvedere Trading LLC	—	—	−1,757	EXIT
409	Quaker Capital Investments, LLC	—	—	−30,937	EXIT
410	FLAGSHIP HARBOR ADVISORS, LLC	—	—	−634	EXIT
411	Garner Asset Management Corp	—	—	−5	EXIT
412	DV Trading LLC	—	—	−5	EXIT
413	Quadrant Private Wealth Management, LLC	—	—	−17,110	EXIT
414	Qube Research & Technologies Ltd	—	—	−63,731	EXIT
415	Atom Investors LP	—	—	−19,173	EXIT
416	Laurel Wealth Advisors LLC	—	—	−230	EXIT
417	Keebeck Wealth Management	—	—	−28,000	EXIT
418	Concord Wealth Partners	—	—	−26	EXIT
419	Capital CS Group, LLC	—	—	−23,802	EXIT
420	Deuterium Capital Management, LLC	—	—	−29,312	EXIT
421	AlphaQuest LLC	—	—	−3,522	EXIT
422	Cape Investment Advisory, Inc.	—	—	−140	EXIT
423	Dunhill Financial, LLC	—	—	−4	EXIT
424	Doma Perpetual Capital Management LLC	—	—	−63,712	EXIT
425	LGT Financial Advisors LLC	—	—	−47	EXIT
426	Quarry LP	—	—	−242	EXIT
427	Tidemark, LLC	—	—	−503	EXIT
428	Havemeyer Place LP	—	—	−38,100	EXIT
429	MidAtlantic Capital Management, Inc.	—	—	−30	EXIT
430	Sage Investment Counsel LLC	—	—	−11,142	EXIT
431	Limestone Investment Advisors LP	—	—	−27,298	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SIRI

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 3 Berkshire Hathaway, Gotham Asset Management, Bridgewater Associates $2.9B held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · SIRIUSXM HOLDINGS INC

Merged timeline of congressional filings and notable-manager moves on SIRI
Date	Who	Change	Size
2026-05-15	Berkshire Hathaway 13F	NEW	+124,807,117 sh
2026-05-15	Gotham Asset Management 13F	ADD	+395,206 sh
2026-05-15	Bridgewater Associates 13F	ADD	+3,033 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.