Institutional Ownership Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $768 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
16,056
shares
|
$391,605
0.01% of portfolio
|
Q1 2023
Reduced 33.92%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,397
shares
|
$375,532
0.0% of portfolio
|
Q2 2023
Added 0.34%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
15,160
shares
|
$369,752
0.03% of portfolio
|
Q3 2020
Reduced 4.92%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
14,916
shares
|
$363,801
0.16% of portfolio
|
Q3 2022
Reduced 10.63%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Feb 14, 2025 Q4 2024 |
14,868
shares
|
$362,630
0.2% of portfolio
|
Q3 2024
Reduced 76.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,380
shares
|
$350,728
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,308
shares
|
$348,972
0.03% of portfolio
|
Q3 2023
Added 7.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,646
shares
|
$332,825
0.0% of portfolio
|
Q1 2020
Reduced 31.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
13,000
shares
|
$317,070
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
11,500
shares
|
$280,485
0.01% of portfolio
|
Q3 2019
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
10,953
shares
|
$267,143
0.01% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,531
shares
|
$256,851
0.03% of portfolio
|
Q3 2022
Added 2.24%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10,375
shares
|
$253,046
0.01% of portfolio
|
Q4 2021
Reduced 19.75%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
9,864
shares
|
$240,582
0.01% of portfolio
|
Q4 2022
Reduced 94.18%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
9,310
shares
|
$227,070
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
8,400
shares
|
$204,876
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
6,410
shares
|
$156,339
0.01% of portfolio
|
Q2 2023
Added 0.06%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,400
shares
|
$131,706
0.01% of portfolio
|
Q2 2024
Reduced 41.3%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,760
shares
|
$67,316
0.0% of portfolio
|
Q4 2021
Reduced 10.27%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,100
shares
|
$51,219
0.0% of portfolio
|
Q2 2023
Reduced 9.21%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
1,838
shares
|
$44,828
0.0% of portfolio
|
Q4 2024
Added 255.51%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,692
shares
|
$41,267
0.0% of portfolio
|
Q3 2023
Reduced 41.49%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,688
shares
|
$41,170
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$29,268
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,085
shares
|
$26,463
0.0% of portfolio
|
Q3 2022
Added 0.37%
|