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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
BlackRock Inc. | 6,672,828 | $734,879 | 12/31/2023 | SHV | 6,672,828 | $734,879 | 12/31/2023 | Morgan Stanley | 6,162,389 | $678,664 | 12/31/2023 | SHV | 6,162,389 | $678,664 | 12/31/2023 | Wells Fargo & Company MN | 3,812,911 | $419,916 | 12/31/2023 | SHV | 3,812,911 | $419,916 | 12/31/2023 | Bank of America Corp DE | 3,490,407 | $384,399 | 12/31/2023 | SHV | 3,490,407 | $384,399 | 12/31/2023 | JPMorgan Chase & Co. | 2,512,084 | $276,656 | 12/31/2023 | SHV | 2,512,084 | $276,656 | 12/31/2023 | Betterment LLC | 2,283,392 | $251,470 | 12/31/2023 | SHV | 2,283,392 | $251,470 | 12/31/2023 | UBS Group AG | 2,235,509 | $246,197 | 12/31/2023 | SHV | 2,235,509 | $246,197 | 12/31/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 1,893,085 | $208,485 | 12/31/2023 | SHV | 1,893,085 | $208,485 | 12/31/2023 | Envestnet Asset Management Inc. | 1,668,675 | $183,771 | 12/31/2023 | SHV | 1,668,675 | $183,771 | 12/31/2023 | Truist Financial Corp | 1,512,329 | $166,553 | 12/31/2023 | SHV | 1,512,329 | $166,553 | 12/31/2023 | LPL Financial LLC | 1,496,926 | $164,856 | 12/31/2023 | SHV | 1,496,926 | $164,856 | 12/31/2023 | Royal Bank of Canada | 1,383,116 | $152,322 | 12/31/2023 | SHV | 1,383,116 | $152,322 | 12/31/2023 | Bank of Nova Scotia | 1,310,234 | $144,161 | 12/31/2023 | SHV | 1,310,234 | $144,161 | 12/31/2023 | Anchor Capital Advisors LLC | 1,155,425 | $127,247 | 12/31/2023 | SHV | 1,155,425 | $127,247 | 12/31/2023 | Goldman Sachs Group Inc. | 1,027,629 | $113,173 | 12/31/2023 | SHV | 1,027,629 | $113,173 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 952,662 | $105,307 | 03/31/2024 | SHV | 952,662 | $105,307 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 941,357 | $103,672 | 12/31/2023 | SHV | 941,357 | $103,672 | 12/31/2023 | Advisor Group Holdings Inc. | 903,668 | $99,529 | 12/31/2023 | SHV | 903,668 | $99,529 | 12/31/2023 | Boston Private Wealth LLC | 767,857 | $84,564 | 12/31/2023 | SHV | 767,857 | $84,564 | 12/31/2023 | GM Advisory Group Inc. | 727,803 | $80,153 | 12/31/2023 | SHV | 727,803 | $80,153 | 12/31/2023 | FMR LLC | 720,671 | $79,368 | 12/31/2023 | SHV | 720,671 | $79,368 | 12/31/2023 | Renaissance Technologies LLC | 705,000 | $77,642 | 12/31/2023 | SHV | 705,000 | $77,642 | 12/31/2023 | Ausdal Financial Partners Inc. | 697,803 | $77,135 | 03/31/2024 | SHV | 697,803 | $77,135 | 03/31/2024 | Ameriprise Financial Inc. | 658,459 | $72,308 | 12/31/2023 | SHV | 658,459 | $72,308 | 12/31/2023 | Divergent Wealth Advisors LLC | 648,869 | $71,460 | 12/31/2023 | SHV | 648,869 | $71,460 | 12/31/2023 | O Shaughnessy Asset Management LLC | 618,666 | $68,134 | 12/31/2023 | SHV | 618,666 | $68,134 | 12/31/2023 | Gateway Advisory LLC | 611,709 | $67,367 | 12/31/2023 | SHV | 611,709 | $67,367 | 12/31/2023 | Cynosure Management LLC | 592,395 | $65,094 | 12/31/2023 | SHV | 592,395 | $65,094 | 12/31/2023 | Foundations Investment Advisors LLC | 584,619 | $64,408 | 12/31/2023 | SHV | 584,619 | $64,408 | 12/31/2023 | Cerity Partners LLC | 541,382 | $59,622 | 12/31/2023 | SHV | 541,382 | $59,622 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 533,746 | $58,781 | 12/31/2023 | SHV | 533,746 | $58,781 | 12/31/2023 | Stifel Financial Corp | 522,042 | $57,493 | 12/31/2023 | SHV | 522,042 | $57,493 | 12/31/2023 | Advisory Services Network LLC | 506,499 | $55,781 | 12/31/2023 | SHV | 506,499 | $55,781 | 12/31/2023 | Hansen & Associates Financial Group Inc. | 499,185 | $55,000 | 12/31/2023 | SHV | 499,185 | $55,000 | 12/31/2023 | Family Management Corp | 470,957 | $51,866 | 12/31/2023 | SHV | 470,957 | $51,866 | 12/31/2023 | Townsend & Associates Inc | 455,833 | $50,347 | 12/31/2023 | SHV | 455,833 | $50,347 | 12/31/2023 | Raymond James & Associates | 445,022 | $49,010 | 12/31/2023 | SHV | 445,022 | $49,010 | 12/31/2023 | True Link Financial Advisors LLC | 443,862 | $48,883 | 12/31/2023 | SHV | 443,862 | $48,883 | 12/31/2023 | Ritholtz Wealth Management | 434,065 | $47,804 | 12/31/2023 | SHV | 434,065 | $47,804 | 12/31/2023 | Parallel Advisors LLC | 391,080 | $43,070 | 12/31/2023 | SHV | 391,080 | $43,070 | 12/31/2023 | Rockefeller Capital Management L.P. | 388,431 | $42,778 | 12/31/2023 | SHV | 388,431 | $42,778 | 12/31/2023 | Acorns Advisers LLC | 385,780 | $42,486 | 12/31/2023 | SHV | 385,780 | $42,486 | 12/31/2023 | OLD National Bancorp IN | 382,268 | $42,256 | 03/31/2024 | SHV | 382,268 | $42,256 | 03/31/2024 | LaSalle St. Investment Advisors LLC | 382,134 | $42,084 | 12/31/2023 | SHV | 382,134 | $42,084 | 12/31/2023 | Fund Evaluation Group LLC | 369,977 | $40,755 | 12/31/2023 | SHV | 369,977 | $40,755 | 12/31/2023 | Trust Co | 365,706 | $40,425 | 03/31/2024 | SHV | 365,706 | $40,425 | 03/31/2024 | Allred Capital Management LLC | 351,762 | $38,884 | 03/31/2024 | SHV | 351,762 | $38,884 | 03/31/2024 | MML Investors Services LLC | 324,629 | $35,751 | 12/31/2023 | SHV | 324,629 | $35,751 | 12/31/2023 | Americana Partners LLC | 340,408 | $35,697 | 12/31/2023 | SHV | 340,408 | $35,697 | 12/31/2023 | Cetera Advisor Networks LLC | 307,053 | $33,816 | 12/31/2023 | SHV | 307,053 | $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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