Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SHO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 35.1M | $402.1M | +6.5% | 18.851% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.7M | $226.0M | +1.7% | 10.594% | 0.01% |
| 3 | STATE STREET CORP | 10.7M | $123.9M | -0.6% | 5.765% | 0.00% |
| 4 | Blackstone Inc. | 8.6M | $98.2M | -0.8% | 4.606% | 0.25% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8.4M | $95.7M | -2.4% | 4.487% | 0.00% |
| 6 | BANK OF AMERICA CORP /DE/ | 6.2M | $71.1M | -38.5% | 3.332% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 5.2M | $59.5M | +2.7% | 2.789% | 0.00% |
| 8 | Woodline Partners LP | 4.6M | $53.0M | +30.3% | 2.482% | 0.16% |
| 9 | PRUDENTIAL FINANCIAL INC | 4.5M | $51.9M | -2.2% | 2.433% | 0.06% |
| 10 | Nuveen, LLC | 4.3M | $48.9M | +271.4% | 2.293% | 0.01% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.2M | $48.3M | -1.5% | 2.262% | 0.01% |
| 12 | CITADEL ADVISORS LLC | 4.1M | $47.2M | +67.4% | 2.213% | 0.00% |
| 13 | JPMORGAN CHASE & CO | 3.8M | $44.4M | +5.8% | 2.038% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 3.7M | $42.7M | +219.4% | 2.002% | 0.00% |
| 15 | Qube Research & Technologies Ltd | 3.1M | $35.7M | +4471.7% | 1.672% | 0.03% |
| 16 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.1M | $35.5M | 0.0% | 1.664% | 0.05% |
| 17 | Legal & General Group Plc | 2.9M | $33.1M | +0.5% | 1.552% | 0.01% |
| 18 | NORTHERN TRUST CORP | 2.8M | $31.8M | +5.2% | 1.490% | 0.00% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.7M | $30.4M | +249.7% | 1.425% | 0.01% |
| 20 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 2.6M | $30.3M | -33.1% | 1.422% | 0.42% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 2.6M | $29.3M | -1.1% | 1.375% | 0.01% |
| 22 | MORGAN STANLEY | 2.4M | $27.3M | +70.3% | 1.281% | 0.00% |
| 23 | Tributary Capital Management, LLC | 1.7M | $19.7M | -2.9% | 0.922% | 1.62% |
| 24 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.5M | $16.8M | -21.1% | 0.786% | 0.05% |
| 25 | Bank of New York Mellon Corp | 1.4M | $16.3M | +0.1% | 0.764% | 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 SHO — a direct measure of their conviction.
Filings activity in SHO during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SHO position in Q2 2026
Institutions that fully closed their SHO position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 271 | +12% | 103.97% | +1.40 pp | $2.14B | +28% |
| Q1 2026 | 243 | +1.3% | 102.57% | +3.82 pp | $1.67B | +2.4% |
| Q4 2025 | 240 | +6.2% | 98.75% | 1.98 pp | $1.63B | 6.6% |
| Q3 2025 | 226 | 2.6% | 100.73% | 1.77 pp | $1.75B | +5.8% |
| Q2 2025 | 232 | 0.9% | 102.50% | +2.37 pp | $1.65B | 10% |
| Q1 2025 | 234 | 2.1% | 100.13% | +1.29 pp | $1.84B | 19% |
| Q4 2024 | 239 | +4.4% | 98.84% | +0.70 pp | $2.28B | +15% |
| Q3 2024 | 229 | — | 98.14% | — | $1.98B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SHO stock.
Based on Q2 2026 13F filings, institutional ownership of Sunstone Hotel Investors, Inc. stands at 104.0%, held across 271 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SHO, with approximately 35,116,958 shares worth $0.40B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SHO, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for SHO is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
45 institutions opened new positions in SHO during Q2 2026, while 19 fully exited. 193 added to existing positions and 26 trimmed.
SHO institutional ownership rose by 1.40 percentage points quarter-over-quarter, with a net change of +28 holders.
The top 10 institutions account for 57.4% of all reported 13F value in SHO, and the top 25 account for 80.3%.
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.
Sunstone Hotel Investors, Inc. (SHO) Institutional Ownership