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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Vanguard Group Inc. | 11,978,367 | $460,688 | 12/31/2023 |
SUM | 11,978,367 | $460,688 | 12/31/2023 |
BlackRock Inc. | 11,365,151 | $437,104 | 12/31/2023 |
SUM | 11,365,151 | $437,104 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 8,814,270 | $338,998 | 12/31/2023 |
SUM | 8,814,270 | $338,998 | 12/31/2023 |
Massachusetts Financial Services Co. MA | 6,650,459 | $255,777 | 12/31/2023 |
SUM | 6,650,459 | $255,777 | 12/31/2023 |
Dimensional Fund Advisors LP | 5,458,814 | $209,949 | 12/31/2023 |
SUM | 5,458,814 | $209,949 | 12/31/2023 |
Principal Financial Group Inc. | 5,259,949 | $202,298 | 12/31/2023 |
SUM | 5,259,949 | $202,298 | 12/31/2023 |
Macquarie Group Ltd. | 5,156,186 | $198,324 | 12/31/2023 |
SUM | 5,156,186 | $198,324 | 12/31/2023 |
Invesco Ltd. | 3,711,805 | $142,756 | 12/31/2023 |
SUM | 3,711,805 | $142,756 | 12/31/2023 |
Janus Henderson Group PLC | 3,279,352 | $126,124 | 12/31/2023 |
SUM | 3,279,352 | $126,124 | 12/31/2023 |
Victory Capital Management Inc. | 3,226,073 | $124,075 | 12/31/2023 |
SUM | 3,226,073 | $124,075 | 12/31/2023 |
Clearbridge Investments LLC | 3,177,677 | $122,213 | 12/31/2023 |
SUM | 3,177,677 | $122,213 | 12/31/2023 |
FMR LLC | 2,814,508 | $108,246 | 12/31/2023 |
SUM | 2,814,508 | $108,246 | 12/31/2023 |
State Street Corp | 2,676,540 | $102,940 | 12/31/2023 |
SUM | 2,676,540 | $102,940 | 12/31/2023 |
Geode Capital Management LLC | 2,547,385 | $97,984 | 12/31/2023 |
SUM | 2,547,385 | $97,984 | 12/31/2023 |
Nuveen Asset Management LLC | 2,225,951 | $85,610 | 12/31/2023 |
SUM | 2,225,951 | $85,610 | 12/31/2023 |
Ameriprise Financial Inc. | 1,796,209 | $69,082 | 12/31/2023 |
SUM | 1,796,209 | $69,082 | 12/31/2023 |
River Road Asset Management LLC | 1,727,475 | $66,439 | 12/31/2023 |
SUM | 1,727,475 | $66,439 | 12/31/2023 |
Goldman Sachs Group Inc. | 1,636,741 | $62,949 | 12/31/2023 |
SUM | 1,636,741 | $62,949 | 12/31/2023 |
Northern Trust Corp | 1,521,983 | $58,535 | 12/31/2023 |
SUM | 1,521,983 | $58,535 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 1,445,466 | $55,593 | 12/31/2023 |
SUM | 1,445,466 | $55,593 | 12/31/2023 |
American Century Companies Inc. | 1,442,795 | $55,490 | 12/31/2023 |
SUM | 1,442,795 | $55,490 | 12/31/2023 |
Eagle Asset Management Inc. | 1,438,825 | $55,337 | 12/31/2023 |
SUM | 1,438,825 | $55,337 | 12/31/2023 |
Millennium Management LLC | 1,428,063 | $54,923 | 12/31/2023 |
SUM | 1,428,063 | $54,923 | 12/31/2023 |
Westwood Holdings Group Inc. | 1,295,641 | $49,830 | 12/31/2023 |
SUM | 1,295,641 | $49,830 | 12/31/2023 |
Norges Bank | 1,285,424 | $49,437 | 12/31/2023 |
SUM | 1,285,424 | $49,437 | 12/31/2023 |
The Manufacturers Life Insurance Company | 1,163,509 | $44,749 | 12/31/2023 |
SUM | 1,163,509 | $44,749 | 12/31/2023 |
Bank of America Corp DE | 1,129,884 | $43,455 | 12/31/2023 |
SUM | 1,129,884 | $43,455 | 12/31/2023 |
Citadel Advisors LLC | $43,387 | 12/31/2023 | |
SUM | 1,105,912 | $42,533 | 12/31/2023 |
Call | 30,100 | $1,158 | 12/31/2023 |
Put | 7,900 | $304 | 12/31/2023 |
Aristotle Capital Boston LLC | 1,090,990 | $41,959 | 12/31/2023 |
SUM | 1,090,990 | $41,959 | 12/31/2023 |
Segall Bryant & Hamill LLC | 1,063,571 | $40,905 | 12/31/2023 |
SUM | 1,063,571 | $40,905 | 12/31/2023 |
Bank of New York Mellon Corp | 786,351 | $35,048 | 03/31/2024 |
SUM | 786,351 | $35,048 | 03/31/2024 |
Paradigm Capital Management Inc. NY | 866,400 | $33,322 | 12/31/2023 |
SUM | 866,400 | $33,322 | 12/31/2023 |
Thrivent Financial for Lutherans | 783,456 | $30,132 | 12/31/2023 |
SUM | 783,456 | $30,132 | 12/31/2023 |
Morgan Stanley | 692,773 | $26,644 | 12/31/2023 |
SUM | 692,773 | $26,644 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 675,063 | $25,963 | 12/31/2023 |
SUM | 675,063 | $25,963 | 12/31/2023 |
Jennison Associates LLC | 674,543 | $25,943 | 12/31/2023 |
SUM | 674,543 | $25,943 | 12/31/2023 |
Voya Investment Management LLC | 666,080 | $25,617 | 12/31/2023 |
SUM | 666,080 | $25,617 | 12/31/2023 |
Driehaus Capital Management LLC | 643,980 | $24,767 | 12/31/2023 |
SUM | 643,980 | $24,767 | 12/31/2023 |
Harvey Partners LLC | 640,000 | $24,614 | 12/31/2023 |
SUM | 640,000 | $24,614 | 12/31/2023 |
Congress Asset Management Co. MA | 427,672 | $19,061 | 03/31/2024 |
SUM | 427,672 | $19,061 | 03/31/2024 |
Capital International Investors | 492,061 | $18,925 | 12/31/2023 |
SUM | 492,061 | $18,925 | 12/31/2023 |
Frontier Capital Management Co. LLC | 475,454 | $18,286 | 12/31/2023 |
SUM | 475,454 | $18,286 | 12/31/2023 |
Kornitzer Capital Management Inc. KS | 473,211 | $18,200 | 12/31/2023 |
SUM | 473,211 | $18,200 | 12/31/2023 |
JPMorgan Chase & Co. | 462,587 | $17,791 | 12/31/2023 |
SUM | 462,587 | $17,791 | 12/31/2023 |
Sei Investments Co. | 378,053 | $14,540 | 12/31/2023 |
SUM | 378,053 | $14,540 | 12/31/2023 |
Royce & Associates LP | 341,317 | $13,127 | 12/31/2023 |
SUM | 341,317 | $13,127 | 12/31/2023 |
D. E. Shaw & Co. Inc. | 284,745 | $10,951 | 12/31/2023 |
SUM | 284,745 | $10,951 | 12/31/2023 |
Pictet Asset Management Holding SA | 277,618 | $10,677 | 12/31/2023 |
SUM | 277,618 | $10,677 | 12/31/2023 |
Susquehanna International Group LLP | $10,582 | 12/31/2023 | |
SUM | 205,746 | $7,913 | 12/31/2023 |
Call | 77,100 | $2,965 | 12/31/2023 |
Put | 7,700 | $296 | 12/31/2023 |
Barclays PLC | 274,265 | $10,549 | 12/31/2023 |
SUM | 274,265 | $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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