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Institutional Holders of SHV

There is a long list of 677 institutional holders of SHV 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 SHV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SHV table below, the initial column indicates the name of each top institutional holder of SHV, with a link to that fund's top holdings. The next columns indicate the amount of SHV stock held by each of the institutional holders of SHV, followed by the SHV 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
BlackRock Inc.6,672,828$734,879 12/31/2023
     SHV6,672,828$734,879 12/31/2023
Morgan Stanley6,162,389$678,664 12/31/2023
     SHV6,162,389$678,664 12/31/2023
Wells Fargo & Company MN3,812,911$419,916 12/31/2023
     SHV3,812,911$419,916 12/31/2023
Bank of America Corp DE3,490,407$384,399 12/31/2023
     SHV3,490,407$384,399 12/31/2023
JPMorgan Chase & Co.2,512,084$276,656 12/31/2023
     SHV2,512,084$276,656 12/31/2023
Betterment LLC2,283,392$251,470 12/31/2023
     SHV2,283,392$251,470 12/31/2023
UBS Group AG2,235,509$246,197 12/31/2023
     SHV2,235,509$246,197 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.1,893,085$208,485 12/31/2023
     SHV1,893,085$208,485 12/31/2023
Envestnet Asset Management Inc.1,668,675$183,771 12/31/2023
     SHV1,668,675$183,771 12/31/2023
Truist Financial Corp1,512,329$166,553 12/31/2023
     SHV1,512,329$166,553 12/31/2023
LPL Financial LLC1,496,926$164,856 12/31/2023
     SHV1,496,926$164,856 12/31/2023
Royal Bank of Canada1,383,116$152,322 12/31/2023
     SHV1,383,116$152,322 12/31/2023
Bank of Nova Scotia1,310,234$144,161 12/31/2023
     SHV1,310,234$144,161 12/31/2023
Anchor Capital Advisors LLC1,155,425$127,247 12/31/2023
     SHV1,155,425$127,247 12/31/2023
Goldman Sachs Group Inc.1,027,629$113,173 12/31/2023
     SHV1,027,629$113,173 12/31/2023
Wealth Enhancement Advisory Services LLC952,662$105,307 03/31/2024
     SHV952,662$105,307 03/31/2024
Raymond James Financial Services Advisors Inc.941,357$103,672 12/31/2023
     SHV941,357$103,672 12/31/2023
Advisor Group Holdings Inc.903,668$99,529 12/31/2023
     SHV903,668$99,529 12/31/2023
Boston Private Wealth LLC767,857$84,564 12/31/2023
     SHV767,857$84,564 12/31/2023
GM Advisory Group Inc.727,803$80,153 12/31/2023
     SHV727,803$80,153 12/31/2023
FMR LLC720,671$79,368 12/31/2023
     SHV720,671$79,368 12/31/2023
Renaissance Technologies LLC705,000$77,642 12/31/2023
     SHV705,000$77,642 12/31/2023
Ausdal Financial Partners Inc.697,803$77,135 03/31/2024
     SHV697,803$77,135 03/31/2024
Ameriprise Financial Inc.658,459$72,308 12/31/2023
     SHV658,459$72,308 12/31/2023
Divergent Wealth Advisors LLC648,869$71,460 12/31/2023
     SHV648,869$71,460 12/31/2023
O Shaughnessy Asset Management LLC618,666$68,134 12/31/2023
     SHV618,666$68,134 12/31/2023
Gateway Advisory LLC611,709$67,367 12/31/2023
     SHV611,709$67,367 12/31/2023
Cynosure Management LLC592,395$65,094 12/31/2023
     SHV592,395$65,094 12/31/2023
Foundations Investment Advisors LLC584,619$64,408 12/31/2023
     SHV584,619$64,408 12/31/2023
Cerity Partners LLC541,382$59,622 12/31/2023
     SHV541,382$59,622 12/31/2023
Northwestern Mutual Wealth Management Co.533,746$58,781 12/31/2023
     SHV533,746$58,781 12/31/2023
Stifel Financial Corp522,042$57,493 12/31/2023
     SHV522,042$57,493 12/31/2023
Advisory Services Network LLC506,499$55,781 12/31/2023
     SHV506,499$55,781 12/31/2023
Hansen & Associates Financial Group Inc.499,185$55,000 12/31/2023
     SHV499,185$55,000 12/31/2023
Family Management Corp470,957$51,866 12/31/2023
     SHV470,957$51,866 12/31/2023
Townsend & Associates Inc455,833$50,347 12/31/2023
     SHV455,833$50,347 12/31/2023
Raymond James & Associates445,022$49,010 12/31/2023
     SHV445,022$49,010 12/31/2023
True Link Financial Advisors LLC443,862$48,883 12/31/2023
     SHV443,862$48,883 12/31/2023
Ritholtz Wealth Management434,065$47,804 12/31/2023
     SHV434,065$47,804 12/31/2023
Parallel Advisors LLC391,080$43,070 12/31/2023
     SHV391,080$43,070 12/31/2023
Rockefeller Capital Management L.P.388,431$42,778 12/31/2023
     SHV388,431$42,778 12/31/2023
Acorns Advisers LLC385,780$42,486 12/31/2023
     SHV385,780$42,486 12/31/2023
OLD National Bancorp IN382,268$42,256 03/31/2024
     SHV382,268$42,256 03/31/2024
LaSalle St. Investment Advisors LLC382,134$42,084 12/31/2023
     SHV382,134$42,084 12/31/2023
Fund Evaluation Group LLC369,977$40,755 12/31/2023
     SHV369,977$40,755 12/31/2023
Trust Co365,706$40,425 03/31/2024
     SHV365,706$40,425 03/31/2024
Allred Capital Management LLC351,762$38,884 03/31/2024
     SHV351,762$38,884 03/31/2024
MML Investors Services LLC324,629$35,751 12/31/2023
     SHV324,629$35,751 12/31/2023
Americana Partners LLC340,408$35,697 12/31/2023
     SHV340,408$35,697 12/31/2023
Cetera Advisor Networks LLC307,053$33,816 12/31/2023
     SHV307,053$33,816 12/31/2023

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

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