Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IOT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | 57.5M | $1.82B | +20.7% | 9.968% | 1.86% |
| 2 | FMR LLC | 23.8M | $753.4M | +46.8% | 4.120% | 0.04% |
| 3 | BlackRock, Inc. | 22.3M | $707.7M | -10.9% | 3.870% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.9M | $535.9M | β | 2.931% | 0.03% |
| 5 | SANDS CAPITAL MANAGEMENT, LLC | 15.7M | $496.2M | -18.1% | 2.713% | 1.95% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 14.8M | $470.4M | β | 2.572% | 0.01% |
| 7 | BROWN ADVISORY INC | 10.1M | $320.0M | -9.9% | 1.750% | 0.53% |
| 8 | GOLDMAN SACHS GROUP INC | 9.7M | $307.4M | -18.3% | 1.681% | 0.04% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 8.5M | $269.8M | +35.8% | 1.475% | 0.05% |
| 10 | MORGAN STANLEY | 8.4M | $266.7M | -55.9% | 1.459% | 0.02% |
| 11 | STATE STREET CORP | 7.3M | $230.2M | +5.0% | 1.259% | 0.01% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 6.6M | $207.9M | +6.2% | 1.140% | 0.01% |
| 13 | a16z Perennial Management, L.P. | 6.0M | $189.8M | +163.0% | 1.038% | 15.79% |
| 14 | BAMCO INC /NY/ | 5.1M | $162.2M | +24.3% | 0.887% | 0.49% |
| 15 | WESTFIELD CAPITAL MANAGEMENT CO LP | 5.1M | $160.8M | +28.3% | 0.879% | 0.67% |
| 16 | 1832 Asset Management L.P. | 4.3M | $137.1M | +54.3% | 0.749% | 0.18% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.0M | $128.1M | +3.6% | 0.701% | 0.01% |
| 18 | Jordan Park Trust Co LLC | 3.8M | $121.5M | 0.0% | 0.664% | 92.73% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.5M | $112.3M | +8.4% | 0.614% | 0.02% |
| 20 | CITADEL ADVISORS LLC | 3.4M | $108.5M | β | 0.593% | 0.05% |
| 21 | Spyglass Capital Management LLC | 2.9M | $93.4M | +25.6% | 0.511% | 7.03% |
| 22 | NORDEA INVESTMENT MANAGEMENT AB | 2.9M | $89.2M | +16.9% | 0.500% | 0.08% |
| 23 | UBS Group AG | 2.8M | $88.9M | +77.0% | 0.486% | 0.01% |
| 24 | BANK OF AMERICA CORP /DE/ | 2.7M | $85.9M | +41.4% | 0.470% | 0.01% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 2.2M | $70.9M | β | 0.388% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IOT β a direct measure of their conviction.
Filings activity in IOT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IOT position in Q1 2026
Institutions that fully closed their IOT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 516 | 0.4% | 52.26% | 4.89 pp | $10.15B | 8.5% |
| Q4 2025 | 518 | +6.1% | 57.15% | +2.28 pp | $11.10B | +4.2% |
| Q3 2025 | 488 | +4.1% | 54.87% | 1.22 pp | $10.66B | 2.2% |
| Q2 2025 | 469 | +10% | 56.09% | +8.86 pp | $10.89B | +19% |
| Q1 2025 | 426 | +2.7% | 47.23% | 3.53 pp | $9.17B | 7.0% |
| Q4 2024 | 415 | +13% | 50.76% | +0.17 pp | $9.86B | +0.3% |
| Q3 2024 | 368 | +20% | 50.59% | +18.53 pp | $9.83B | +58% |
| Q2 2024 | 306 | β | 32.06% | β | $6.23B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IOT stock.
Based on Q1 2026 13F filings, institutional ownership of Samsara Inc. stands at 52.3%, held across 516 reporting institutions.
BAILLIE GIFFORD & CO is the largest reported institutional holder of IOT, with approximately 57,523,792 shares worth $1.82B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of IOT, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for IOT is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
109 institutions opened new positions in IOT during Q1 2026, while 111 fully exited. 149 added to existing positions and 256 trimmed.
IOT institutional ownership fell by 4.89 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 58.6% of all reported 13F value in IOT, and the top 25 account for 78.2%.
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.
Samsara Inc. (IOT) Institutional Ownership