SHY Institutional Ownership
Who owns SHY and what the big funds did with it last quarter, from every SEC 13F filing. 1,212 funds reported holding SHY at Jun 30, 2026.
- ●589 buying vs 526 selling
- ▲Shares held by funds +5.6%
- ▼Funds holding -13
- ▼Superinvestors: 0 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 | 1,212 | 1,225 | −1.1% |
| In funds' top 10 | 79 | 94 | −16.0% |
| 13F shares | 247M | 234M | +5.6% |
| Held by funds | – | – | – |
| New positions | 85 | 97 | −12.4% |
| Increased | 504 | 526 | −4.2% |
| Reduced | 433 | 393 | +10.2% |
| Sold out | 93 | 86 | +8.1% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SHY
All superinvestors →
Who owns SHY
share of fund held shares- Index and passive funds5.6%
- Active managers and hedge funds51.8%
- Banks and brokers40.8%
- Pensions, insurers and other1.8%
The top 10 holders own 47.9% of all SHY 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
948 funds changed their position- Jpmorgan Chase & CoAdded+4.1M sh
- Fmr LLCAdded+3.8M sh
- RPOA Advisors, Inc.New+3.7M sh
- Edge Wealth Management LLCAdded+1.1M sh
- Assetmark, IncAdded+969K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 23.8M | $2B | +1.3M |
| 2 | Captrust Financial Advisors | – | 21.1M | $1.7B | +1.9M |
| 3 | Bank of America Corp /de/ | – | 17.2M | $1.4B | +1.6M |
| 4 | BlackRock, Inc. | – | 12.6M | $1B | +931K |
| 5 | Fmr LLC | – | 11.5M | $945M | +7.4M |
| 6 | Jpmorgan Chase & Co | – | 9M | $742M | −3.5M |
| 7 | Ameriprise Financial Inc | – | 6.2M | $510M | −250K |
| 8 | Wells Fargo & Company/mn | – | 5.7M | $467M | −32K |
| 9 | Bank of New York Mellon Corp | – | 5.6M | $460M | −113K |
| 10 | LPL Financial LLC | – | 5.5M | $450M | −396K |
- Fmr LLC+7.4M sh+$610M
- Manufacturers Life Insurance Company, the+2.5M sh+$202M
- Captrust Financial Advisors+1.9M sh+$156M
- Bank of America Corp /de/+1.6M sh+$129M
- Assetmark, Inc+1.4M sh+$115M
- Morgan Stanley+1.3M sh+$103M
- Roehl & Yi Investment Advisors, LLC+945K sh+$76.9M
- BlackRock, Inc.+931K sh+$76.5M
- Jpmorgan Chase & Co−3.5M sh−$286M
- McElhenny Sheffield Capital Management, LLC−1.1M sh−$87.9M
- GenWealth Group, Inc.−996K sh−$82.3M
- Tanglewood Wealth Management, Inc.−932K sh−$77M
- Transmarket Holdings LP−925K sh−$76.4M
- Steward Partners Investment Advisory, LLC−663K sh−$54.4M
- Mizuho Markets Cayman LP−650K sh−$53.7M
- LPL Financial LLC−396K sh−$32.5M
SHY institutional ownership FAQ
Who owns the most SHY stock?
In Q2 2026 13F filings the largest holder of SHY was Morgan Stanley, followed by Captrust Financial Advisors and Bank of America Corp /de/. Index fund managers are usually the biggest holders of large companies.
What percentage of SHY is owned by institutions?
1,212 funds reported holding 247M SHY shares at Jun 30, 2026.
Are hedge funds buying SHY?
In Q2 2026, 589 funds bought SHY (85 of them new positions) and 526 sold (93 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for SHY is neutral.
What is SHY's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SHY 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.