| RENAISSANCE TECHNOLOGIES LLC |
| 1.5M |
| $20.4M |
| -1.1% |
| 4.029% |
| 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $19.3M | +3.0% | 3.815% | 0.00% |
| 6 | ROYCE & ASSOCIATES LP | 1.4M | $19.2M | +11.1% | 3.794% | 0.15% |
| 7 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 1.4M | $19.1M | -1.1% | 3.773% | 3.93% |
| 8 | AMERICAN CENTURY COMPANIES INC | 1.3M | $17.5M | -0.4% | 3.457% | 0.01% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $17.2M | +0.2% | 3.398% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 929K | $12.7M | +7.5% | 2.516% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 925K | $12.7M | +20.5% | 2.506% | 0.00% |
| 12 | GOLDMAN SACHS GROUP INC | 691K | $9.5M | +21.3% | 1.871% | 0.00% |
| 13 | Creative Planning | 519K | $7.1M | +43.3% | 1.406% | 0.00% |
| 14 | TWO SIGMA INVESTMENTS, LP | 504K | $6.9M | +2.0% | 1.367% | 0.01% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 490K | $6.7M | +7.4% | 1.327% | 0.00% |
| 16 | DENALI ADVISORS LLC | 415K | $5.7M | +1.8% | 1.123% | 0.57% |
| 17 | MARSHALL WACE, LLP | 414K | $5.7M | +316.1% | 1.122% | 0.00% |
| 18 | FIRST TRUST ADVISORS LP | 394K | $5.4M | -6.1% | 1.067% | 0.00% |
| 19 | Bank of New York Mellon Corp | 379K | $5.2M | +2.9% | 1.026% | 0.00% |
| 20 | THIRD AVENUE MANAGEMENT LLC | 353K | $4.8M | +6.6% | 0.955% | 0.77% |
| 21 | Qube Research & Technologies Ltd | 348K | $4.8M | +2674.4% | 0.944% | 0.00% |
| 22 | NORTHERN TRUST CORP | 334K | $4.6M | +6.6% | 0.906% | 0.00% |
| 23 | MORGAN STANLEY | 334K | $4.6M | +57.4% | 0.905% | 0.00% |
| 24 | Azarias Capital Management, L.P. | 322K | $4.4M | +2.9% | 0.871% | 1.92% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 266K | $3.7M | +1.6% | 0.722% | 0.00% |
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 SD — a direct measure of their conviction.
| 69.65% |
| 130.34 pp |
| $286M |
| 89% |
| Q4 2024 | 160 | 0.6% | 199.99% | +129.96 pp | $2.58B | +768% |
| Q3 2024 | 161 | — | 70.03% | — | $297M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
23 institutions opened new positions in SD during Q2 2026, while 25 fully exited. 34 added to existing positions and 107 trimmed.
SD institutional ownership rose by 1.77 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 62.8% of all reported 13F value in SD, and the top 25 account for 84.8%.
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.
SandRidge Energy, Inc. (SD) Institutional Ownership