| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.6M | $32.0M | -1.9% | 4.218% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 3.0M | $21.1M | +5.8% | 2.778% | 0.00% |
| 6 | STATE STREET CORP | 2.9M | $20.2M | +0.5% | 2.662% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 2.8M | $19.3M | +1018.9% | 2.538% | 0.01% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.6M | $18.5M | +35.3% | 2.436% | 0.01% |
| 9 | MARSHALL WACE, LLP | 2.6M | $18.1M | +710.3% | 2.377% | 0.01% |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 2.3M | $16.5M | -5.8% | 2.168% | 0.01% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.3M | $16.1M | -0.2% | 2.121% | 0.00% |
| 12 | GOLDMAN SACHS GROUP INC | 1.8M | $12.6M | +107.3% | 1.656% | 0.00% |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | 1.5M | $10.6M | +11.7% | 1.398% | 0.01% |
| 14 | JPMORGAN CHASE & CO | 1.3M | $8.8M | +659.3% | 1.158% | 0.00% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $8.8M | -4.3% | 1.152% | 0.00% |
| 16 | Nuveen, LLC | 1.2M | $8.4M | +92.8% | 1.103% | 0.00% |
| 17 | JANE STREET GROUP, LLC | 1.2M | $8.3M | -42.8% | 1.096% | 0.00% |
| 18 | D. E. Shaw & Co., Inc. | 1.2M | $8.3M | +174.7% | 1.093% | 0.00% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1M | $7.6M | +134.1% | 1.002% | 0.00% |
| 20 | GRACE & WHITE INC /NY | 1.0M | $7.2M | -17.4% | 0.942% | 1.13% |
| 21 | MORGAN STANLEY | 1.0M | $7.1M | -10.8% | 0.928% | 0.00% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 942K | $6.6M | +122.4% | 0.869% | 0.00% |
| 23 | CITADEL ADVISORS LLC | 939K | $6.6M | -28.5% | 0.866% | 0.00% |
| 24 | NORTHERN TRUST CORP | 929K | $6.5M | +4.6% | 0.858% | 0.00% |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | 892K | $6.3M | — | 0.823% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in INN — a direct measure of their conviction.
| 88.87% |
| 3.59 pp |
| $487M |
| 20% |
| Q4 2024 | 205 | 2.4% | 92.46% | +2.75 pp | $610M | +1.1% |
| Q3 2024 | 210 | — | 89.71% | — | $604M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
38 institutions opened new positions in INN during Q2 2026, while 16 fully exited. 147 added to existing positions and 15 trimmed.
INN institutional ownership fell by 4.30 percentage points quarter-over-quarter, with a net change of +19 holders.
The top 10 institutions account for 57.9% of all reported 13F value in INN, and the top 25 account for 80.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Summit Hotel Properties, Inc. (INN) Institutional Ownership