Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SPMC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | KIM, LLC | 10.8M | $96.6M | 0.0% | 52.544% | 14.24% |
| 2 | BANK OF AMERICA CORP /DE/ | 500K | $4.5M | 0.0% | 2.435% | 0.00% |
| 3 | GOLDMAN SACHS GROUP INC | 475K | $4.3M | +0.1% | 2.313% | 0.00% |
| 4 | Everest Management Corp. | 97K | $867K | +21.3% | 0.471% | 0.44% |
| 5 | Virtus Investment Advisers, Inc. | 67K | $601K | +126.7% | 0.327% | 0.17% |
| 6 | Cerity Partners LLC | 20K | $181K | — | 0.099% | 0.00% |
| 7 | JANE STREET GROUP, LLC | 16K | $144K | — | 0.078% | 0.00% |
| 8 | OPPENHEIMER & CO INC | 14K | $123K | 0.0% | 0.067% | 0.00% |
| 9 | MORGAN STANLEY | 8K | $72K | -80.5% | 0.039% | 0.00% |
| 10 | UBS Group AG | 4K | $39K | +266.1% | 0.021% | 0.00% |
| 11 | BNP PARIBAS ARBITRAGE, SA | 200 | $2K | 0.0% | 0.001% | 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 SPMC — a direct measure of their conviction.
Filings activity in SPMC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SPMC position in Q1 2026
Institutions that fully closed their SPMC position in Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 11 | 35% | 46.46% | 25.34 pp | $107M | 35% |
| Q4 2025 | 17 | +21% | 71.80% | 18.61 pp | $166M | 21% |
| Q3 2025 | 14 | +0.0% | 90.41% | +79.62 pp | $209M | +738% |
| Q2 2025 | 14 | 18% | 10.79% | 2.70 pp | $25M | 20% |
| Q1 2025 | 17 | +13% | 13.49% | 1.17 pp | $31M | 8.0% |
| Q4 2024 | 15 | +15% | 14.66% | +0.18 pp | $34M | +1.2% |
| Q3 2024 | 13 | +30% | 14.48% | +3.99 pp | $33M | +38% |
| Q2 2024 | 10 | — | 10.49% | — | $24M | — |
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 SPMC stock.
Based on Q1 2026 13F filings, institutional ownership of Sound Point Meridian Capital Inc stands at 46.5%, held across 11 reporting institutions.
KIM, LLC is the largest reported institutional holder of SPMC, with approximately 10,790,928 shares worth $0.10B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SPMC, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for SPMC is 26 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in SPMC during Q1 2026, while 8 fully exited. 2 added to existing positions and 7 trimmed.
SPMC institutional ownership fell by 25.34 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 100.0% of all reported 13F value in SPMC, and the top 25 account for 100.0%.
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.
Sound Point Meridian Capital Inc (SPMC) Institutional Ownership