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Institutional Holders of SUM

There is a long list of 303 institutional holders of SUM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SUM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SUM table below, the initial column indicates the name of each top institutional holder of SUM, with a link to that fund's top holdings. The next columns indicate the amount of SUM stock held by each of the institutional holders of SUM, followed by the SUM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.11,978,367$460,688 12/31/2023
     SUM11,978,367$460,688 12/31/2023
BlackRock Inc.11,365,151$437,104 12/31/2023
     SUM11,365,151$437,104 12/31/2023
Price T Rowe Associates Inc. MD8,814,270$338,998 12/31/2023
     SUM8,814,270$338,998 12/31/2023
Massachusetts Financial Services Co. MA6,650,459$255,777 12/31/2023
     SUM6,650,459$255,777 12/31/2023
Dimensional Fund Advisors LP5,458,814$209,949 12/31/2023
     SUM5,458,814$209,949 12/31/2023
Principal Financial Group Inc.5,259,949$202,298 12/31/2023
     SUM5,259,949$202,298 12/31/2023
Macquarie Group Ltd.5,156,186$198,324 12/31/2023
     SUM5,156,186$198,324 12/31/2023
Invesco Ltd.3,711,805$142,756 12/31/2023
     SUM3,711,805$142,756 12/31/2023
Janus Henderson Group PLC3,279,352$126,124 12/31/2023
     SUM3,279,352$126,124 12/31/2023
Victory Capital Management Inc.3,226,073$124,075 12/31/2023
     SUM3,226,073$124,075 12/31/2023
Clearbridge Investments LLC3,177,677$122,213 12/31/2023
     SUM3,177,677$122,213 12/31/2023
FMR LLC2,814,508$108,246 12/31/2023
     SUM2,814,508$108,246 12/31/2023
State Street Corp2,676,540$102,940 12/31/2023
     SUM2,676,540$102,940 12/31/2023
Geode Capital Management LLC2,547,385$97,984 12/31/2023
     SUM2,547,385$97,984 12/31/2023
Nuveen Asset Management LLC2,225,951$85,610 12/31/2023
     SUM2,225,951$85,610 12/31/2023
Ameriprise Financial Inc.1,796,209$69,082 12/31/2023
     SUM1,796,209$69,082 12/31/2023
River Road Asset Management LLC1,727,475$66,439 12/31/2023
     SUM1,727,475$66,439 12/31/2023
Goldman Sachs Group Inc.1,636,741$62,949 12/31/2023
     SUM1,636,741$62,949 12/31/2023
Northern Trust Corp1,521,983$58,535 12/31/2023
     SUM1,521,983$58,535 12/31/2023
Charles Schwab Investment Management Inc.1,445,466$55,593 12/31/2023
     SUM1,445,466$55,593 12/31/2023
American Century Companies Inc.1,442,795$55,490 12/31/2023
     SUM1,442,795$55,490 12/31/2023
Eagle Asset Management Inc.1,438,825$55,337 12/31/2023
     SUM1,438,825$55,337 12/31/2023
Millennium Management LLC1,428,063$54,923 12/31/2023
     SUM1,428,063$54,923 12/31/2023
Westwood Holdings Group Inc.1,295,641$49,830 12/31/2023
     SUM1,295,641$49,830 12/31/2023
Norges Bank1,285,424$49,437 12/31/2023
     SUM1,285,424$49,437 12/31/2023
The Manufacturers Life Insurance Company 1,163,509$44,749 12/31/2023
     SUM1,163,509$44,749 12/31/2023
Bank of America Corp DE1,129,884$43,455 12/31/2023
     SUM1,129,884$43,455 12/31/2023
Citadel Advisors LLC $43,387 12/31/2023
     SUM1,105,912$42,533 12/31/2023
     Call30,100$1,158 12/31/2023
     Put7,900$304 12/31/2023
Aristotle Capital Boston LLC1,090,990$41,959 12/31/2023
     SUM1,090,990$41,959 12/31/2023
Segall Bryant & Hamill LLC1,063,571$40,905 12/31/2023
     SUM1,063,571$40,905 12/31/2023
Bank of New York Mellon Corp786,351$35,048 03/31/2024
     SUM786,351$35,048 03/31/2024
Paradigm Capital Management Inc. NY866,400$33,322 12/31/2023
     SUM866,400$33,322 12/31/2023
Thrivent Financial for Lutherans783,456$30,132 12/31/2023
     SUM783,456$30,132 12/31/2023
Morgan Stanley692,773$26,644 12/31/2023
     SUM692,773$26,644 12/31/2023
Mirae Asset Global Investments Co. Ltd.675,063$25,963 12/31/2023
     SUM675,063$25,963 12/31/2023
Jennison Associates LLC674,543$25,943 12/31/2023
     SUM674,543$25,943 12/31/2023
Voya Investment Management LLC666,080$25,617 12/31/2023
     SUM666,080$25,617 12/31/2023
Driehaus Capital Management LLC643,980$24,767 12/31/2023
     SUM643,980$24,767 12/31/2023
Harvey Partners LLC640,000$24,614 12/31/2023
     SUM640,000$24,614 12/31/2023
Congress Asset Management Co. MA427,672$19,061 03/31/2024
     SUM427,672$19,061 03/31/2024
Capital International Investors492,061$18,925 12/31/2023
     SUM492,061$18,925 12/31/2023
Frontier Capital Management Co. LLC475,454$18,286 12/31/2023
     SUM475,454$18,286 12/31/2023
Kornitzer Capital Management Inc. KS473,211$18,200 12/31/2023
     SUM473,211$18,200 12/31/2023
JPMorgan Chase & Co.462,587$17,791 12/31/2023
     SUM462,587$17,791 12/31/2023
Sei Investments Co.378,053$14,540 12/31/2023
     SUM378,053$14,540 12/31/2023
Royce & Associates LP341,317$13,127 12/31/2023
     SUM341,317$13,127 12/31/2023
D. E. Shaw & Co. Inc.284,745$10,951 12/31/2023
     SUM284,745$10,951 12/31/2023
Pictet Asset Management Holding SA277,618$10,677 12/31/2023
     SUM277,618$10,677 12/31/2023
Susquehanna International Group LLP $10,582 12/31/2023
     SUM205,746$7,913 12/31/2023
     Call77,100$2,965 12/31/2023
     Put7,700$296 12/31/2023
Barclays PLC274,265$10,549 12/31/2023
     SUM274,265$10,549 12/31/2023

See All: Funds Holding SUM
See Details: Top 10 Hedge Funds Holding SUM
Also See: SUM Insider Buying
Also See: SUM Holdings Changes

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