Safeguard Scientifics Inc
SFES- Exchange
- OTC
- Industry
- Investors, NEC
- SEC CIK
- 0000086115
No open-market purchases or sales by Safeguard Scientifics Inc insiders were filed in the last 90 days; 1 institution reported holding it in 13F filings for Q2 2026, worth $1 in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Safeguard Scientifics Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 45
- +3 vs. Q1 2023
- Shares held
- 7.29M
- −215.1K (−2.9%) vs. Q1 2023
- Total value
- $11.9M
- −$968.4K (−7.5%) vs. Q1 2023
- New holders
- 5
- 4 more added
- Sold out
- 2
- 10 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SFES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $1 |
| Q1 2026 | 1 | $1 |
| Q4 2025 | 1 | $1 |
| Q3 2025 | 2 | $26 |
| Q2 2025 | 1 | $1 |
| Q1 2025 | 1 | $1 |
| Q4 2024 | 2 | $25 |
| Q3 2024 | 1 | $1 |
| Q2 2024 | 1 | $1 |
| Q1 2024 | 4 | $336.9K |
| Q4 2023 | 39 | $4.41M |
| Q3 2023 | 41 | $6.08M |
| Q2 2023 | 45 | $11.9M |
| Q1 2023 | 42 | $12.9M |
| Q4 2022 | 44 | $25.4M |
| Q3 2022 | 47 | $31.0M |
| Q2 2022 | 48 | $31.6M |
| Q1 2022 | 53 | $45.4M |
| Q4 2021 | 63 | $63.2M |
| Q3 2021 | 70 | $103.0M |
| Q2 2021 | 76 | $91.8M |
| Q1 2021 | 84 | $89.5M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Safeguard Scientifics Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Contrarian Capital Management, L.L.C. | 1,199,204 | $1.98M | 0.53% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 1,164,945 | $1.92M | 0.51% | 00.0% | Unchanged |
| First Manhattan Co | 800,896 | $1.32M | 0.00% | −85,865−9.7% | Reduced |
| Almitas Capital LLC | 796,632 | $1.23M | 0.52% | 00.0% | Unchanged |
| Vanguard Group Inc | 692,923 | $1.14M | 0.00% | 00.0% | Unchanged |
| CM Management, LLC | 671,671 | $1.11M | 1.08% | 00.0% | Unchanged |
| BlackRock Inc. | 416,661 | $687.5K | 0.00% | −11,003−2.6% | Reduced |
| Madison Avenue Partners, LP | 391,459 | $645.9K | 0.14% | −11,945−3.0% | Reduced |
| Dimensional Fund Advisors LP | 310,203 | $511.8K | 0.00% | −31,202−9.1% | Reduced |
| Geode Capital Management, LLC | 155,935 | $257.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 110,234 | $181.9K | 0.00% | −18,552−14.4% | Reduced |
| Legal & General Group Plc | 95,711 | $157.9K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 92,262 | $152.2K | 0.02% | 00.0% | Unchanged |
| Clayton Partners LLC | 90,719 | $149.7K | 0.13% | −52,630−36.7% | Reduced |
| Bridgeway Capital Management, LLC | 60,500 | $99.8K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 34,891 | $57.6K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 32,005 | $52.8K | 0.00% | −464−1.4% | Reduced |
| Sage Rhino Capital LLC | 30,000 | $49.5K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 21,000 | $34.6K | 0.00% | −1,833−8.0% | Reduced |
| State Street Corp | 20,765 | $34.3K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 19,533 | $32.2K | 0.00% | +19,533 | New |
| Morgan Stanley | 18,832 | $31.1K | 0.00% | +9,156+94.6% | Added |
| Salzhauer Michael | 14,920 | $24.6K | 0.03% | −4,749−24.1% | Reduced |
| Bank of New York Mellon Corp | 13,954 | $23.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 12,218 | $20.2K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 12,000 | $20.0K | 0.00% | +1,400+13.2% | Added |
| Byrne Asset Management LLC | 7,400 | $12.0K | 0.01% | −800−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,860 | $3.07K | 0.00% | +850+84.2% | Added |
| Wells Fargo & Company | 1,240 | $2.04K | 0.00% | +5+0.4% | Added |
| UBS Group AG | 565 | $932 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 517 | $853 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 364 | $601 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 250 | $413 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 116 | $191 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 64 | $106 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 52 | $86 | 0.00% | +52 | New |
| Advisor Group Holdings, Inc. | 50 | $83 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $54 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 32 | $53 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 27 | $45 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 16 | $26 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 16 | $26 | 0.00% | +16 | New |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 202 | $0 | 0.00% | +202 | New |
| Dividend Assets Capital, LLC | 5 | $0 | 0.00% | +5 | New |
| Zuckerman Investment Group, LLC | 0 | $0 | 0.00% | −14,865−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,460−100.0% | Sold out |