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SAM Institutional Ownership

Top institutional (13F) holders of SAM and 5%+ (13D/G) positions, sourced from SEC EDGAR.

Institutional owners
44
Institutional value
$1.09B
Top holder
BlackRock, Inc.

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Top holders

HolderFiledValue
BlackRock, Inc.holding companyAug 7, 2026$179.73M
Vanguard Portfolio Managementinvestment advisorAug 13, 2026$107.88M
AQR CAPITAL MANAGEMENT LLCinvestment advisorAug 14, 2026$95.59M
UBS Group AGbankAug 13, 2026$77.5M
Vanguard Capital Managementinvestment advisorAug 13, 2026$61.22M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPinvestment advisorAug 13, 2026$56.84M
STATE STREET CORPORATIONholding companySep 22, 2026$55.81M
MILLENNIUM MANAGEMENT LLCinvestment advisorAug 14, 2026$50.19M
Dimensional Fund Advisors LPinvestment advisorNov 4, 2026$38.71M
GEODE CAPITAL MANAGEMENT, LLCinvestment advisorNov 6, 2026$31.89M
SOUTHEASTERN ASSET MANAGEMENT INC/TN/investment advisorAug 14, 2026$25.85M
GOLDMAN SACHS GROUP INCinvestment advisorAug 14, 2026$23.16M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisorAug 14, 2026$22.34M
Neuberger Berman Group LLCinvestment advisorOct 27, 2026$20.86M
MORGAN STANLEYholding companyAug 13, 2026$18.46M
CITADEL ADVISORS LLCinvestment advisorSep 1, 2026$18.4M
Ameriprise Financial, Inc.holding companyAug 14, 2026$18.24M
RENAISSANCE TECHNOLOGIES LLCinvestment advisorAug 13, 2026$18.09M
Man Group plcinvestment advisorMay 15, 2026$17.86M
D. E. Shaw & Co., Inc.investment advisorAug 14, 2026$17.61M
NORTHERN TRUST CORPinvestment advisorAug 13, 2026$17.49M
SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisorAug 14, 2026$14.65M
BANK OF AMERICA CORP /DE/holding companyAug 14, 2026$11.17M
FMR LLCinvestment advisorAug 13, 2026$10.73M
Invesco Ltd.holding companyAug 14, 2026$10.38M

5%+ holders

Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.

No current 5%+ holders of SAM on file.

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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.