| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | $358.9M | -14.4% | 4.550% | 0.02% |
| 5 | MORGAN STANLEY | 3.5M | $292.7M | -11.4% | 3.712% | 0.02% |
| 6 | NORDEA INVESTMENT MANAGEMENT AB | 3.3M | $271.3M | -4.4% | 3.498% | 0.22% |
| 7 | STATE STREET CORP | 3.1M | $264.4M | -0.7% | 3.354% | 0.00% |
| 8 | NORGES BANK | 3.0M | $253.3M | — | 3.212% | 0.03% |
| 9 | CITADEL ADVISORS LLC | 2.7M | $231.1M | +266.5% | 2.930% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $207.2M | +20.9% | 2.627% | 0.01% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 2.0M | $170.3M | -17.4% | 2.160% | 0.23% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $158.0M | -2.0% | 2.004% | 0.03% |
| 13 | AMERICAN CENTURY COMPANIES INC | 1.8M | $153.0M | +140.6% | 1.940% | 0.07% |
| 14 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.6M | $131.3M | -6.8% | 1.665% | 0.40% |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.5M | $123.8M | +8.3% | 1.570% | 0.02% |
| 16 | ALLIANCEBERNSTEIN L.P. | 1.5M | $114.1M | +1108.4% | 1.586% | 0.04% |
| 17 | COATUE MANAGEMENT LLC | 1.2M | $101.8M | 0.0% | 1.291% | 0.21% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.2M | $98.4M | +40.1% | 1.248% | 0.01% |
| 19 | Swedbank AB | 1.2M | $98.0M | -26.7% | 1.242% | 0.08% |
| 20 | UBS Group AG | 1.1M | $96.3M | +191.8% | 1.220% | 0.01% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.1M | $93.8M | +112.2% | 1.189% | 0.01% |
| 22 | Boston Trust Walden Corp | 1.1M | $91.8M | +5.8% | 1.164% | 0.70% |
| 23 | GOLDMAN SACHS GROUP INC | 1.0M | $85.5M | +41.9% | 1.084% | 0.01% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 999K | $84.5M | +52.9% | 1.071% | 0.05% |
| 25 | River Road Asset Management, LLC | 985K | $83.3M | +41.0% | 1.057% | 0.93% |
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 SFM — a direct measure of their conviction.
| 93.67% |
| 1.31 pp |
| $13.38B |
| +18% |
| Q4 2024 | 662 | +12% | 94.98% | 2.67 pp | $11.30B | +11% |
| Q3 2024 | 589 | — | 97.65% | — | $10.17B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
91 institutions opened new positions in SFM during Q2 2026, while 80 fully exited. 382 added to existing positions and 153 trimmed.
SFM institutional ownership rose by 11.05 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 48.1% of all reported 13F value in SFM, and the top 25 account for 67.3%.
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.