Whale Analyzer
SPY Institutional Holders and 13F Ownership
Compare 13 tracked holders of SPY, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Bridgewater Associates, Soros Fund Management, Capital Research Global Investors, and Yacktman Asset Management.
Continue to the live SPY dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Bridgewater Associates 13F holdings | $3.97B | 5.3M | Increased | 2026-06-30 |
| Soros Fund Management 13F holdings | $18.7M | 25.0K | Held | 2026-06-30 |
| Capital Research Global Investors 13F holdings | $13.5M | 18.2K | Reduced | 2026-06-30 |
| Yacktman Asset Management 13F holdings | $13.0M | 17.0K | Increased | 2026-09-30 |
| Edgewood Management LLC 13F holdings | $8.2M | 10.9K | Reduced | 2026-06-30 |
| Mairs & Power Funds 13F holdings | $6.2M | 8.3K | Reduced | 2026-06-30 |
| Polen Capital Management 13F holdings | $3.0M | 4.0K | Increased | 2026-06-30 |
| Giverny Capital 13F holdings | $1.7M | 2.3K | Reduced | 2026-06-30 |
| Oakmark Funds 13F holdings | $1.6M | 2.1K | Reduced | 2026-06-30 |
| Horizon Kinetics Asset Management 13F holdings | $852.1K | 1.1K | Reduced | 2026-06-30 |
| Patient Capital Management 13F holdings | $791.6K | 1.1K | Reduced | 2026-06-30 |
| Check Capital Management 13F holdings | $720.6K | 965 | Held | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Soros Fund Management SEC filing (0000902664-26-003507) · report date 2026-06-30
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- Yacktman Asset Management SEC filing (0000905567-26-000005) · report date 2026-09-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Polen Capital Management SEC filing (0001172661-26-003035) · report date 2026-06-30
- Giverny Capital SEC filing (0001641864-26-000010) · report date 2026-06-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
- Patient Capital Management SEC filing (0001854794-26-000005) · report date 2026-06-30
- Check Capital Management SEC filing (0001032814-26-000007) · report date 2026-06-30
- ARK Investment Management SEC filing (0001104659-26-096910) · report date 2026-06-30
Tracked-sample concentration
Reported position value for SPY is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 98.3% of aggregate reported value in this sample
- Top 5 tracked holders: 99.6% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 13 tracked holders, 8 reduced, 3 increased, 2 held. Net positioning is net selling.
- Bridgewater Associates ($3.97B) (▲ 21.9% qoq shares)
- Soros Fund Management ($18.7M) (→ 0.0% qoq shares)
- Capital Research Global Investors ($13.5M) (▼ 56.9% qoq shares) · modeled avg cost estimate $288.70
- Yacktman Asset Management ($13.0M) (▲ 378.8% qoq shares) · modeled avg cost estimate $711.59
- Edgewood Management LLC ($8.2M) (▼ 8.9% qoq shares)
- Mairs & Power Funds ($6.2M) (▼ 69.5% qoq shares)
- Polen Capital Management ($3.0M) (▲ 6.9% qoq shares)
- Giverny Capital ($1.7M) (▼ 7.3% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 3 covered tracked holders is $332.48 versus a current price of $735.29, so SPY trades above that estimate (+121.2%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — ETF / Fund
SPY sits within the ETF / Fund sector alongside 158 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live SPY dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on SPY with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns SPY stock?
Whale Analyzer tracks 13 public-disclosure holders of SPY with a combined reported value of $4.04B. See the holder table above for the largest tracked positions.
Which top funds are buying SPY?
Tracked holders were net selling last quarter — 8 reduced, 3 increased, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked SPY sample?
The top five tracked holders account for 99.6% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does SPY compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 3 covered tracked holders is $332.48 versus a current price of $735.29 (+121.2%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for SPY?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive SPY dashboard to explore them, or read our 13F Alpha Signals Guide.