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Funds Holding SHG

On this page, we present all of the funds holding SHG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SHG, with a link to that fund's top holdings. The next columns indicate the amount of SHG stock held by each of the funds holding SHG, followed by the SHG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 161 funds holding SHG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding SHG), click the fund name in the "Holder" column of the funds-holding-SHG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.1,837,188$56,549 12/31/2023
     SHG1,837,188$56,549 12/31/2023
Dimensional Fund Advisors LP1,615,533$49,729 12/31/2023
     SHG1,615,533$49,729 12/31/2023
Morgan Stanley1,504,003$46,293 12/31/2023
     SHG1,504,003$46,293 12/31/2023
Lazard Asset Management LLC1,263,705$38,896 12/31/2023
     SHG1,263,705$38,896 12/31/2023
Pzena Investment Management LLC860,127$26,475 12/31/2023
     SHG860,127$26,475 12/31/2023
Arrowstreet Capital Limited Partnership703,940$21,667 12/31/2023
     SHG703,940$21,667 12/31/2023
American Century Companies Inc.571,078$17,578 12/31/2023
     SHG571,078$17,578 12/31/2023
Orbis Allan Gray Ltd531,005$16,344 12/31/2023
     SHG531,005$16,344 12/31/2023
Vanguard Group Inc.488,559$15,038 12/31/2023
     SHG488,559$15,038 12/31/2023
Brandes Investment Partners LP483,643$14,887 12/31/2023
     SHG483,643$14,887 12/31/2023
Bank of America Corp DE340,157$10,470 12/31/2023
     SHG340,157$10,470 12/31/2023
Northern Trust Corp316,738$9,749 12/31/2023
     SHG316,738$9,749 12/31/2023
Promethos Capital LLC298,307$9,182 12/31/2023
     SHG298,307$9,182 12/31/2023
Rhumbline Advisers156,115$4,805 12/31/2023
     SHG156,115$4,805 12/31/2023
O Shaughnessy Asset Management LLC155,436$4,784 12/31/2023
     SHG155,436$4,784 12/31/2023
Ramirez Asset Management Inc.149,889$4,614 12/31/2023
     SHG149,889$4,614 12/31/2023
Wells Fargo & Company MN148,117$4,559 12/31/2023
     SHG148,117$4,559 12/31/2023
Sanders Capital LLC137,244$4,224 12/31/2023
     SHG137,244$4,224 12/31/2023
Envestnet Asset Management Inc.135,941$4,184 12/31/2023
     SHG135,941$4,184 12/31/2023
Connor Clark & Lunn Investment Management Ltd.128,020$3,940 12/31/2023
     SHG128,020$3,940 12/31/2023
Goldman Sachs Group Inc.121,042$3,726 12/31/2023
     SHG121,042$3,726 12/31/2023
Wellington Management Group LLP113,922$3,507 12/31/2023
     SHG113,922$3,507 12/31/2023
Royal Bank of Canada107,382$3,305 12/31/2023
     SHG107,382$3,305 12/31/2023
Acadian Asset Management LLC107,350$3,303 12/31/2023
     SHG107,350$3,303 12/31/2023
Ethic Inc.99,748$3,070 12/31/2023
     SHG99,748$3,070 12/31/2023
B. Metzler seel. Sohn & Co. AG87,279$2,686 12/31/2023
     SHG87,279$2,686 12/31/2023
Natixis Advisors L.P.85,201$2,622 12/31/2023
     SHG85,201$2,622 12/31/2023
Clearbridge Investments LLC69,552$2,141 12/31/2023
     SHG69,552$2,141 12/31/2023
Creative Planning68,041$2,094 12/31/2023
     SHG68,041$2,094 12/31/2023
Wetherby Asset Management Inc.66,227$2,038 12/31/2023
     SHG66,227$2,038 12/31/2023
Ritholtz Wealth Management62,773$1,932 12/31/2023
     SHG62,773$1,932 12/31/2023
NewEdge Wealth LLC60,968$1,877 12/31/2023
     SHG60,968$1,877 12/31/2023
Crossmark Global Holdings Inc.57,964$1,784 12/31/2023
     SHG57,964$1,784 12/31/2023
Neuberger Berman Group LLC57,109$1,767 12/31/2023
     SHG57,109$1,767 12/31/2023
JustInvest LLC54,167$1,667 12/31/2023
     SHG54,167$1,667 12/31/2023
Guggenheim Capital LLC51,708$1,592 12/31/2023
     SHG51,708$1,592 12/31/2023
Orion Portfolio Solutions LLC54,535$1,553 12/31/2023
     SHG54,535$1,553 12/31/2023
Vident Advisory LLC50,130$1,543 12/31/2023
     SHG50,130$1,543 12/31/2023
Oversea Chinese Banking CORP Ltd44,150$1,359 12/31/2023
     SHG44,150$1,359 12/31/2023
Quadrant Capital Group LLC37,422$1,152 12/31/2023
     SHG37,422$1,152 12/31/2023
Mariner LLC36,328$1,118 12/31/2023
     SHG36,328$1,118 12/31/2023
Signaturefd LLC36,110$1,111 12/31/2023
     SHG36,110$1,111 12/31/2023
Pathstone Holdings LLC36,028$1,109 12/31/2023
     SHG36,028$1,109 12/31/2023
Employees Retirement System of Texas35,698$1,099 12/31/2023
     SHG35,698$1,099 12/31/2023
UBS Group AG35,302$1,087 12/31/2023
     SHG35,302$1,087 12/31/2023
FMR LLC34,026$1,047 12/31/2023
     SHG34,026$1,047 12/31/2023
Ballentine Partners LLC29,153$1,035 03/31/2024
     SHG29,153$1,035 03/31/2024
LGT Group Foundation33,169$1,032 12/31/2023
     SHG33,169$1,032 12/31/2023
Calamos Advisors LLC31,449$968 12/31/2023
     SHG31,449$968 12/31/2023
Franklin Resources Inc.29,862$919 12/31/2023
     SHG29,862$919 12/31/2023
Gabelli Funds LLC29,250$900 12/31/2023
     SHG29,250$900 12/31/2023
Schechter Investment Advisors LLC28,678$883 12/31/2023
     SHG28,678$883 12/31/2023
US Bancorp DE28,407$874 12/31/2023
     SHG28,407$874 12/31/2023
Veriti Management LLC24,157$857 03/31/2024
     SHG24,157$857 03/31/2024
Invesco Ltd.26,891$828 12/31/2023
     SHG26,891$828 12/31/2023
DGS Capital Management LLC22,459$797 03/31/2024
     SHG22,459$797 03/31/2024
Sei Investments Co.25,075$772 12/31/2023
     SHG25,075$772 12/31/2023
Boston Common Asset Management LLC21,566$765 03/31/2024
     SHG21,566$765 03/31/2024
Cerity Partners LLC24,706$760 12/31/2023
     SHG24,706$760 12/31/2023
CI Private Wealth LLC24,567$756 12/31/2023
     SHG24,567$756 12/31/2023
AXA S.A.21,419$659 12/31/2023
     SHG21,419$659 12/31/2023
Sequoia Financial Advisors LLC20,845$642 12/31/2023
     SHG20,845$642 12/31/2023
The PNC Financial Services Group Inc.19,063$587 12/31/2023
     SHG19,063$587 12/31/2023
ARGA Investment Management LP16,200$575 03/31/2024
     SHG16,200$575 03/31/2024
Trexquant Investment LP16,967$522 12/31/2023
     SHG16,967$522 12/31/2023
Strs Ohio16,306$501 12/31/2023
     SHG16,306$501 12/31/2023
Barrow Hanley Mewhinney & Strauss LLC15,622$481 12/31/2023
     SHG15,622$481 12/31/2023
CAPROCK Group Inc.15,029$463 12/31/2023
     SHG15,029$463 12/31/2023
Cresset Asset Management LLC14,962$461 12/31/2023
     SHG14,962$461 12/31/2023
Henry James International Management Inc.14,629$450 12/31/2023
     SHG14,629$450 12/31/2023
Greenleaf Trust14,474$446 12/31/2023
     SHG14,474$446 12/31/2023
Team Hewins LLC14,312$441 12/31/2023
     SHG14,312$441 12/31/2023
QRG Capital Management Inc.13,869$427 12/31/2023
     SHG13,869$427 12/31/2023
Grantham Mayo Van Otterloo & Co. LLC13,800$425 12/31/2023
     SHG13,800$425 12/31/2023
Quantinno Capital Management LP13,820$425 12/31/2023
     SHG13,820$425 12/31/2023
PDS Planning Inc13,617$419 12/31/2023
     SHG13,617$419 12/31/2023
Pinnacle Wealth Planning Services Inc.13,525$416 12/31/2023
     SHG13,525$416 12/31/2023
V Square Quantitative Management LLC12,469$384 12/31/2023
     SHG12,469$384 12/31/2023
Ronald Blue Trust Inc.11,889$366 12/31/2023
     SHG11,889$366 12/31/2023
DekaBank Deutsche Girozentrale11,779$362 12/31/2023
     SHG11,779$362 12/31/2023
Insigneo Advisory Services LLC11,598$357 12/31/2023
     SHG11,598$357 12/31/2023
Aprio Wealth Management LLC10,021$356 03/31/2024
     SHG10,021$356 03/31/2024
Schroder Investment Management Group11,562$356 12/31/2023
     SHG11,562$356 12/31/2023
Summit Global Investments11,060$340 12/31/2023
     SHG11,060$340 12/31/2023
LSV Asset Management10,900$336 12/31/2023
     SHG10,900$336 12/31/2023
Schonfeld Strategic Advisors LLC10,900$336 12/31/2023
     SHG10,900$336 12/31/2023
Geode Capital Management LLC10,899$335 12/31/2023
     SHG10,899$335 12/31/2023
State Street Corp10,825$333 12/31/2023
     SHG10,825$333 12/31/2023
Arbiter Partners Capital Management LLC10,600$326 12/31/2023
     SHG10,600$326 12/31/2023
Atomi Financial Group Inc.10,578$326 12/31/2023
     SHG10,578$326 12/31/2023
Sivia Capital Partners LLC9,023$320 03/31/2024
     SHG9,023$320 03/31/2024
Renaissance Technologies LLC10,300$317 12/31/2023
     SHG10,300$317 12/31/2023
Russell Investments Group Ltd.10,122$312 12/31/2023
     SHG10,122$312 12/31/2023
BSW Wealth Partners8,134$289 03/31/2024
     SHG8,134$289 03/31/2024
Parallel Advisors LLC9,290$286 12/31/2023
     SHG9,290$286 12/31/2023
Groupama Asset Managment9,019$278 12/31/2023
     SHG9,019$278 12/31/2023
Citigroup Inc.8,894$274 12/31/2023
     SHG8,894$274 12/31/2023
United Capital Financial Advisers LLC8,899$274 12/31/2023
     SHG8,899$274 12/31/2023
Bank of Montreal Can8,783$273 12/31/2023
     SHG8,783$273 12/31/2023
Boston Private Wealth LLC8,623$265 12/31/2023
     SHG8,623$265 12/31/2023
Y Intercept Hong Kong Ltd8,571$264 12/31/2023
     SHG8,571$264 12/31/2023
Yousif Capital Management LLC8,568$264 12/31/2023
     SHG8,568$264 12/31/2023
Profund Advisors LLC8,535$263 12/31/2023
     SHG8,535$263 12/31/2023
Atlas Capital Advisors LLC7,258$258 03/31/2024
     SHG7,258$258 03/31/2024
Bank of New York Mellon Corp8,001$246 12/31/2023
     SHG8,001$246 12/31/2023
Confluence Investment Management LLC6,908$245 03/31/2024
     SHG6,908$245 03/31/2024
West Family Investments Inc.7,759$239 12/31/2023
     SHG7,759$239 12/31/2023
Ameriprise Financial Inc.7,611$234 12/31/2023
     SHG7,611$234 12/31/2023
Virtus Family Office LLC7,562$233 12/31/2023
     SHG7,562$233 12/31/2023
Barclays PLC7,500$231 12/31/2023
     SHG7,500$231 12/31/2023
Mondrian Investment Partners LTD7,422$228 12/31/2023
     SHG7,422$228 12/31/2023
M&T Bank Corp6,987$215 12/31/2023
     SHG6,987$215 12/31/2023
Augustine Asset Management Inc.6,963$214 12/31/2023
     SHG6,963$214 12/31/2023
Shelton Capital Management6,846$211 12/31/2023
     SHG6,846$211 12/31/2023
Aaron Wealth Advisors6,834$210 12/31/2023
     SHG6,834$210 12/31/2023
First Affirmative Financial Network5,712$203 03/31/2024
     SHG5,712$203 03/31/2024
Aspen Grove Capital LLC6,586$203 12/31/2023
     SHG6,586$203 12/31/2023
Aquatic Capital Management LLC6,500$200 12/31/2023
     SHG6,500$200 12/31/2023
EverSource Wealth Advisors LLC5,935$183 12/31/2023
     SHG5,935$183 12/31/2023
NBC Securities Inc.5,082$181 03/31/2024
     SHG5,082$181 03/31/2024
JPMorgan Chase & Co.4,631$143 12/31/2023
     SHG4,631$143 12/31/2023
Lindbrook Capital LLC4,657$143 12/31/2023
     SHG4,657$143 12/31/2023
CWM LLC3,522$125 03/31/2024
     SHG3,522$125 03/31/2024
Bessemer Group Inc.3,555$109 12/31/2023
     SHG3,555$109 12/31/2023
JJJ Advisors Inc.2,886$103 03/31/2024
     SHG2,886$103 03/31/2024
Allspring Global Investments Holdings LLC2,290$81 03/31/2024
     SHG2,290$81 03/31/2024
Assetmark Inc.2,067$64 12/31/2023
     SHG2,067$64 12/31/2023
Advisor Group Holdings Inc.1,926$59 12/31/2023
     SHG1,926$59 12/31/2023
GAMMA Investing LLC1,577$56 03/31/2024
     SHG1,577$56 03/31/2024
State of Wyoming1,530$47 12/31/2023
     SHG1,530$47 12/31/2023
Paradigm Asset Management Co. LLC1,500$46 12/31/2023
     SHG1,500$46 12/31/2023
Allworth Financial LP1,442$44 12/31/2023
     SHG1,442$44 12/31/2023
WealthCollab LLC1,345$41 12/31/2023
     SHG1,345$41 12/31/2023
Glassman Wealth Services1,308$40 12/31/2023
     SHG1,308$40 12/31/2023
GWM Advisors LLC1,140$35 12/31/2023
     SHG1,140$35 12/31/2023
Farther Finance Advisors LLC1,123$35 12/31/2023
     SHG1,123$35 12/31/2023
Rise Advisors LLC660$23 03/31/2024
     SHG660$23 03/31/2024
EntryPoint Capital LLC719$22 12/31/2023
     SHG719$22 12/31/2023
JFS Wealth Advisors LLC554$17 12/31/2023
     SHG554$17 12/31/2023
SYSTM Wealth Solutions LLC414$13 12/31/2023
     SHG414$13 12/31/2023
Federated Hermes Inc.329$10 12/31/2023
     SHG329$10 12/31/2023
BNP Paribas Arbitrage SA328$10 12/31/2023
     SHG328$10 12/31/2023
Tower Research Capital LLC TRC 336$10 12/31/2023
     SHG336$10 12/31/2023
Bell Investment Advisors Inc250$8 12/31/2023
     SHG250$8 12/31/2023
Eagle Bay Advisors LLC240$7 12/31/2023
     SHG240$7 12/31/2023
Pinnacle Bank127$5 03/31/2024
     SHG127$5 03/31/2024
Global Retirement Partners LLC151$5 03/31/2024
     SHG151$5 03/31/2024
Montag A & Associates Inc.173$5 12/31/2023
     SHG173$5 12/31/2023
SRS Capital Advisors Inc.147$5 12/31/2023
     SHG147$5 12/31/2023
Key Financial Inc149$5 12/31/2023
     SHG149$5 12/31/2023
Advisory Services Network LLC126$4 12/31/2023
     SHG126$4 12/31/2023
Principal Securities Inc.55$2 12/31/2023
     SHG55$2 12/31/2023
Harbour Investments Inc.71$2 12/31/2023
     SHG71$2 12/31/2023
Clearstead Advisors LLC71$2 12/31/2023
     SHG71$2 12/31/2023
UMB Bank N A MO61$2 12/31/2023
     SHG61$2 12/31/2023
Spire Wealth Management80$2 12/31/2023
     SHG80$2 12/31/2023
Financial Management Professionals Inc.35$1 03/31/2024
     SHG35$1 03/31/2024
Hexagon Capital Partners LLC31$1 03/31/2024
     SHG31$1 03/31/2024
Brown Brothers Harriman & Co.29$1 12/31/2023
     SHG29$1 12/31/2023
Huntington National Bank25$1 12/31/2023
     SHG25$1 12/31/2023
AdvisorNet Financial Inc12$0 03/31/2024
     SHG12$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     Put0$0 12/31/2023
     SHG0$0 12/31/2023
     Call0$0 12/31/2023

See Summary: Institutional Holders of SHG
See Details: Top 10 Hedge Funds Holding SHG
Also See: SHG Holdings Changes

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