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 83 institutions that hold shares in the stock, with a total of 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $755 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,644
shares
|
$84,103
0.0% of portfolio
|
Q3 2024
Added 113.6%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,760
shares
|
$63,700
0.0% of portfolio
|
Q4 2021
Reduced 10.27%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,100
shares
|
$48,468
0.0% of portfolio
|
Q2 2023
Reduced 9.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,692
shares
|
$39,051
0.0% of portfolio
|
Q3 2023
Reduced 41.49%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,688
shares
|
$38,959
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$27,695
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,085
shares
|
$25,041
0.0% of portfolio
|
Q3 2022
Added 0.37%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$23,080
0.0% of portfolio
|
Q4 2023
Added 4900.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
790
shares
|
$18,233
0.0% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
690
shares
|
$15,925
0.0% of portfolio
|
Q2 2021
Reduced 93.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
665
shares
|
$15,348
0.0% of portfolio
|
Q1 2023
Reduced 60.06%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
517
shares
|
$11,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
500
shares
|
$11,540
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
500
shares
|
$11,540
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Cross Creek Advisors, LLC
Salt Lake City, UT |
Feb 13, 2023 Q4 2022 |
482
shares
|
$11,124
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
470
shares
|
$10,847
0.0% of portfolio
|
Q1 2023
Reduced 87.02%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
312
shares
|
$7,200
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
307
shares
|
$7,085
0.0% of portfolio
|
Q4 2021
Reduced 69.63%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
300
shares
|
$6,923
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
259
shares
|
$5,977
0.0% of portfolio
|
Q1 2023
Added 245.33%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
199
shares
|
$4,592
0.0% of portfolio
|
Q3 2024
Reduced 93.76%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
169
shares
|
$3,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
158
shares
|
$3,646
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
144
shares
|
$3,323
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
102
shares
|
$2,354
0.0% of portfolio
|
Q2 2022
New holding
|