SHLD Institutional Ownership
Who owns SHLD and what the big funds did with it last quarter, from every SEC 13F filing. 609 funds reported holding SHLD at Jun 30, 2026.
- ▲404 buying vs 225 selling
- ▲Shares held by funds +10.9%
- ▼Funds holding -9
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 609 | 618 | −1.5% |
| In funds' top 10 | 6 | 16 | −62.5% |
| 13F shares | 79.1M | 71.3M | +10.9% |
| Held by funds | – | – | – |
| New positions | 80 | 141 | −43.3% |
| Increased | 324 | 366 | −11.5% |
| Reduced | 140 | 64 | +118.8% |
| Sold out | 85 | 20 | +325.0% |
| Calls (shares) | 93K | 50K | +84.5% |
| Puts (shares) | 0 | 4,400 | −100.0% |
| Put/call ratio | 0.00 | 0.09 | −100.0% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SHLD
All superinvestors →
Who owns SHLD
share of fund held shares- Index and passive funds0.9%
- Active managers and hedge funds49.6%
- Banks and brokers40.5%
- Pensions, insurers and other9.0%
The top 10 holders own 52.2% of all SHLD shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
508 funds changed their position- Harel Insurance Investments & Financial Services Ltd.Trimmed−1.8M sh
- Stifel Financial CorpTrimmed−713K sh
- Benjamin Edwards IncTrimmed−536K sh
- Henshaw Capital LLCTrimmed−384K sh
- Jpmorgan Chase & CoTrimmed−346K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 10.1M | $605M | +553K |
| 2 | Harel Insurance Investments & Financial Services Ltd. | – | 7M | $418M | +2.3M |
| 3 | LPL Financial LLC | – | 5.3M | $316M | +320K |
| 4 | Jpmorgan Chase & Co | – | 4.4M | $258M | +624K |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | – | 3.9M | $231M | −147K |
| 6 | Morgan Stanley | – | 3.6M | $217M | +74K |
| 7 | Bank of Montreal /can/ | – | 3.1M | $188M | +363K |
| 8 | Envestnet Asset Management Inc | – | 1.4M | $81.4M | +319K |
| 9 | Raymond James Financial Inc | – | 1.2M | $74.3M | +142K |
| 10 | OneDigital Investment Advisors LLC | – | 1.2M | $73.5M | +248K |
- Harel Insurance Investments & Financial Services Ltd.+2.3M sh+$140M
- Jpmorgan Chase & Co+624K sh+$36.6M
- Bank of America Corp /de/+553K sh+$33M
- Arax Advisory Partners+407K sh+$24.3M
- Stifel Financial Corp+395K sh+$23.6M
- Bank of Montreal /can/+363K sh+$21.7M
- Merit Financial Group, LLC+334K sh+$19.9M
- Meitav Investment House Ltd+328K sh+$19.6M
- Clal Insurance Enterprises Holdings Ltd−1.7M sh−$120M
- Bensler, LLC−410K sh−$29M
- Parkway Wealth Management Group, LLC−474K sh−$28.3M
- Portfolio Strategies, Inc.−278K sh−$19.7M
- Jane Street Group, LLC−240K sh−$14.3M
- Mirae Asset Global Investments Co., Ltd.−199K sh−$14.1M
- Proficio Capital Partners LLC−130K sh−$9.3M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.−147K sh−$8.7M
SHLD institutional ownership FAQ
Who owns the most SHLD stock?
In Q2 2026 13F filings the largest holder of SHLD was Bank of America Corp /de/, followed by Harel Insurance Investments & Financial Services Ltd. and LPL Financial LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SHLD is owned by institutions?
609 funds reported holding 79.1M SHLD shares at Jun 30, 2026.
Are hedge funds buying SHLD?
In Q2 2026, 404 funds bought SHLD (80 of them new positions) and 225 sold (85 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for SHLD is neutral.
What is SHLD's institutional put/call ratio?
Funds reported $0 of SHLD puts against $5.5M of calls, a put/call ratio of 0.00 (0.09 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this SHLD ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.