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Institutional Holders of SUSB

There is a long list of 258 institutional holders of SUSB 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 SUSB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SUSB table below, the initial column indicates the name of each top institutional holder of SUSB, with a link to that fund's top holdings. The next columns indicate the amount of SUSB stock held by each of the institutional holders of SUSB, followed by the SUSB 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
Goldman Sachs Group Inc.2,580,129$63,162 12/31/2023
     SUSB2,580,129$63,162 12/31/2023
Morgan Stanley1,075,565$26,330 12/31/2023
     SUSB1,075,565$26,330 12/31/2023
First Pacific Financial704,999$17,258 12/31/2023
     SUSB704,999$17,258 12/31/2023
Royal Bank of Canada681,751$16,689 12/31/2023
     SUSB681,751$16,689 12/31/2023
Ameriprise Financial Inc.629,368$15,313 12/31/2023
     SUSB629,368$15,313 12/31/2023
Envestnet Asset Management Inc.609,378$14,918 12/31/2023
     SUSB609,378$14,918 12/31/2023
LPL Financial LLC591,152$14,471 12/31/2023
     SUSB591,152$14,471 12/31/2023
UBS Group AG586,699$14,362 12/31/2023
     SUSB586,699$14,362 12/31/2023
Bank of New York Mellon Corp568,830$13,925 12/31/2023
     SUSB568,830$13,925 12/31/2023
Commonwealth Equity Services LLC556,337$13,619 12/31/2023
     SUSB556,337$13,619 12/31/2023
Acorns Advisers LLC548,401$13,425 12/31/2023
     SUSB548,401$13,425 12/31/2023
Wells Fargo & Company MN483,856$11,845 12/31/2023
     SUSB483,856$11,845 12/31/2023
Private Ocean LLC462,192$11,314 03/31/2024
     SUSB462,192$11,314 03/31/2024
Modera Wealth Management LLC431,526$10,564 12/31/2023
     SUSB431,526$10,564 12/31/2023
Francis Financial Inc.388,861$9,519 03/31/2024
     SUSB388,861$9,519 03/31/2024
Putnam FL Investment Management Co.383,390$9,385 12/31/2023
     SUSB383,390$9,385 12/31/2023
Baird Financial Group Inc.372,320$9,114 12/31/2023
     SUSB372,320$9,114 12/31/2023
EP Wealth Advisors LLC367,875$9,006 12/31/2023
     SUSB367,875$9,006 12/31/2023
Alesco Advisors LLC338,255$8,280 12/31/2023
     SUSB338,255$8,280 12/31/2023
Destination Wealth Management327,872$8,026 12/31/2023
     SUSB327,872$8,026 12/31/2023
Milestone Investment Advisors LLC320,620$7,849 12/31/2023
     SUSB320,620$7,849 12/31/2023
Allworth Financial LP304,224$7,447 12/31/2023
     SUSB304,224$7,447 12/31/2023
Savant Capital LLC297,535$7,284 12/31/2023
     SUSB297,535$7,284 12/31/2023
Bank of America Corp DE266,493$6,524 12/31/2023
     SUSB266,493$6,524 12/31/2023
Dynamic Advisor Solutions LLC263,649$6,454 03/31/2024
     SUSB263,649$6,454 03/31/2024
Integris Wealth Management LLC256,794$6,286 12/31/2023
     SUSB256,794$6,286 12/31/2023
Perigon Wealth Management LLC242,244$5,930 12/31/2023
     SUSB242,244$5,930 12/31/2023
LFA Lugano Financial Advisors SA228,105$5,584 12/31/2023
     SUSB228,105$5,584 12/31/2023
ST Germain D J Co. Inc.220,800$5,405 03/31/2024
     SUSB220,800$5,405 03/31/2024
Advisor Group Holdings Inc.214,550$5,252 12/31/2023
     SUSB214,550$5,252 12/31/2023
Apella Capital LLC203,375$4,958 03/31/2024
     SUSB203,375$4,958 03/31/2024
Eastern Bank194,223$4,755 12/31/2023
     SUSB194,223$4,755 12/31/2023
OLD Mission Capital LLC182,596$4,470 12/31/2023
     SUSB182,596$4,470 12/31/2023
Mather Group LLC.180,192$4,411 03/31/2024
     SUSB180,192$4,411 03/31/2024
Wescott Financial Advisory Group LLC170,631$4,177 12/31/2023
     SUSB170,631$4,177 12/31/2023
Financial Engines Advisors L.L.C.155,571$3,808 12/31/2023
     SUSB155,571$3,808 12/31/2023
Hsbc Holdings PLC151,400$3,706 12/31/2023
     SUSB151,400$3,706 12/31/2023
Plancorp LLC147,618$3,614 12/31/2023
     SUSB147,618$3,614 12/31/2023
CWM LLC142,748$3,494 03/31/2024
     SUSB142,748$3,494 03/31/2024
Harbour Investments Inc.142,216$3,481 12/31/2023
     SUSB142,216$3,481 12/31/2023
Bear Mountain Capital Inc.140,055$3,433 12/31/2023
     SUSB140,055$3,433 12/31/2023
Arlington Financial Advisors LLC138,787$3,398 03/31/2024
     SUSB138,787$3,398 03/31/2024
Fisher Asset Management LLC138,287$3,385 12/31/2023
     SUSB138,287$3,385 12/31/2023
Thrivent Financial for Lutherans130,968$3,206 12/31/2023
     SUSB130,968$3,206 12/31/2023
Fiduciary Trust Co.126,862$3,106 12/31/2023
     SUSB126,862$3,106 12/31/2023
Susquehanna International Group LLP126,547$3,098 12/31/2023
     SUSB126,547$3,098 12/31/2023
Colorado Capital Management Inc.121,870$2,983 03/31/2024
     SUSB121,870$2,983 03/31/2024
Northern Trust Corp104,560$2,560 12/31/2023
     SUSB104,560$2,560 12/31/2023
Long Run Wealth Advisors LLC101,319$2,480 12/31/2023
     SUSB101,319$2,480 12/31/2023
Jane Street Group LLC99,589$2,438 12/31/2023
     SUSB99,589$2,438 12/31/2023

See All: Funds Holding SUSB
See Details: Top 10 Hedge Funds Holding SUSB
Also See: SUSB Holdings Changes

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