Sirius XM Holdings Inc.
SIRI- Exchange
- Nasdaq
- Industry
- Radio Broadcasting Stations
- SEC CIK
- 0000908937
In the last 90 days, Sirius XM Holdings Inc. insiders filed 0 open-market purchases and 1 sale; 602 institutions reported holding it in 13F filings for Q2 2026, worth $8.33B in total; 3 superinvestors hold it, including Berkshire Hathaway and Weitz Investment Management.
13F holders, Q1 2023
Institutional positions in Sirius XM Holdings Inc. as of Mar 31, 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
- 643
- −14 vs. Q4 2022
- Shares held
- 409.1M
- +11.3M (+2.8%) vs. Q4 2022
- Total value
- $1.62B
- −$698.3M (−30.1%) vs. Q4 2022
- New holders
- 64
- 220 more added
- Sold out
- 78
- 196 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SIRI 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 | 602 | $8.33B |
| Q1 2026 | 561 | $5.98B |
| Q4 2025 | 516 | $4.99B |
| Q3 2025 | 544 | $5.66B |
| Q2 2025 | 550 | $5.65B |
| Q1 2025 | 554 | $5.62B |
| Q4 2024 | 555 | $5.80B |
| Q3 2024 | 509 | $5.84B |
| Q2 2024 | 565 | $1.25B |
| Q1 2024 | 629 | $1.41B |
| Q4 2023 | 648 | $2.24B |
| Q3 2023 | 610 | $1.80B |
| Q2 2023 | 610 | $1.84B |
| Q1 2023 | 643 | $1.62B |
| Q4 2022 | 669 | $2.33B |
| Q3 2022 | 635 | $2.28B |
| Q2 2022 | 631 | $2.54B |
| Q1 2022 | 638 | $2.99B |
| Q4 2021 | 642 | $2.96B |
| Q3 2021 | 618 | $3.11B |
| Q2 2021 | 607 | $3.62B |
| Q1 2021 | 625 | $3.51B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Sirius XM Holdings Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 95 | $0 | 0.00% | +60+171.4% | Added |
| Summit Wealth Group, LLC | 19,834 | $5 | 0.12% | +19,834 | New |
| PEAK6 Investments LLC | 3 | $12 | 0.00% | −2,172−99.9% | Reduced |
| Bellwether Advisors, LLC | 4 | $15 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 5 | $20 | 0.00% | +3+150.0% | Added |
| Tucker Asset Management LLC | 6 | $24 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $64 | 0.00% | −81−83.5% | Reduced |
| WealthPlan Investment Management, LLC | 19 | $76 | 0.00% | +19 | New |
| Lumature Wealth Partners, LLC | 25 | $99 | 0.00% | +25 | New |
| Schubert & Co | 38 | $151 | 0.00% | −153−80.1% | Reduced |
| Versant Capital Management, Inc | 42 | $166 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 52 | $205 | 0.00% | +4+8.3% | Added |
| Stonebridge Capital Advisors LLC | 60 | $238 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 73 | $291 | 0.00% | −43−37.1% | Reduced |
| Horizons Wealth Management | 95 | $377 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $384 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $397 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 150 | $596 | 0.00% | −2,400−94.1% | Reduced |
| Wolff Wiese Magana LLC | 150 | $596 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 150 | $596 | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 189 | $750 | 0.00% | −132−41.1% | Reduced |
| Tri-Star Advisors Inc. | 200 | $794 | 0.01% | +200 | New |
| Cape Investment Advisory, Inc. | 200 | $794 | 0.00% | +200 | New |
| Pathway Financial Advisers, LLC | 214 | $849 | 0.00% | +1+0.5% | Added |
| EP Wealth Advisors, LLC | 37,000 | $858 | 0.00% | +13,370+56.6% | Added |
| TD Waterhouse Canada Inc. | 200 | $926 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 249 | $989 | 0.00% | +149+149.0% | Added |
| North Star Investment Management Corp. | 250 | $992 | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 250 | $993 | 0.00% | +250 | New |
| McClarren Financial Advisors, Inc. | 350 | $1.00K | 0.00% | +2+0.6% | Added |
| Capital Analysts, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 259 | $1.00K | 0.00% | +184+245.3% | Added |
| Loomis Sayles & Co L P | 346 | $1.00K | 0.00% | +346 | New |
| Accel Wealth Management | 252 | $1.00K | 0.00% | +1+0.4% | Added |
| First Horizon Advisors, Inc. | 345 | $1.37K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 400 | $1.59K | 0.00% | +400 | New |
| Gradient Investments LLC | 416 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 470 | $1.87K | 0.00% | −3,150−87.0% | Reduced |
| Column Capital Advisors, LLC | 500 | $1.99K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 500 | $1.99K | 0.00% | +500 | New |
| Retirement Group, LLC | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 600 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 396 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 425 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 512 | $2.04K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 549 | $2.18K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 550 | $2.18K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 575 | $2.28K | 0.00% | +575 | New |
| M&R Capital Management Inc | 600 | $2.38K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 600 | $2.38K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 690 | $2.74K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 700 | $2.77K | 0.00% | +700 | New |
| Sound Income Strategies, LLC | 734 | $2.91K | 0.00% | +462+169.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 665 | $3.00K | 0.00% | −1,000−60.1% | Reduced |
| Park Place Capital Corp | 763 | $3.03K | 0.00% | +563+281.5% | Added |
| Whittier Trust Co | 768 | $3.05K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 828 | $3.29K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 897 | $3.56K | 0.00% | −59,503−98.5% | Reduced |
| Quent Capital, LLC | 969 | $3.85K | 0.00% | +128+15.2% | Added |
| RFP Financial Group LLC | 971 | $3.85K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,000 | $3.97K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,000 | $3.97K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 995 | $4.00K | 0.00% | −20,117−95.3% | Reduced |
| Westside Investment Management, Inc. | 1,100 | $4.37K | 0.00% | −1,140−50.9% | Reduced |
| New England Capital Financial Advisors LLC | 1,100 | $4.37K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,118 | $4.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,125 | $4.47K | 0.00% | +5+0.4% | Added |
| Horan Securities, Inc. | 1,130 | $4.49K | 0.00% | +6+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,156 | $4.59K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,177 | $4.67K | 0.00% | +1,177 | New |
| Blue Bell Private Wealth Management, LLC | 1,200 | $4.76K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,200 | $4.76K | 0.00% | +1,200 | New |
| GPS Wealth Strategies Group, LLC | 1,208 | $4.79K | 0.00% | +1,208 | New |
| Larson Financial Group LLC | 1,286 | $5.10K | 0.00% | +7+0.5% | Added |
| Kelly Financial Services LLC | 1,325 | $5.26K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,330 | $5.28K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,401 | $5.56K | 0.00% | −52−3.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,467 | $5.82K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,500 | $5.96K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,500 | $5.96K | 0.00% | +1,500 | New |
| Atticus Wealth Management, LLC | 1,566 | $6.22K | 0.00% | +6+0.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,578 | $6.27K | 0.00% | +1+0.1% | Added |
| Evermay Wealth Management LLC | 1,645 | $6.53K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,000 | $7.94K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,000 | $7.94K | 0.01% | +2,000 | New |
| Trivant Custom Portfolio Group, LLC | 2,000 | $7.94K | 0.01% | +2,000 | New |
| Key Financial Inc | 2,016 | $8.00K | 0.00% | −1,925−48.8% | Reduced |
| Avondale Wealth Management | 2,034 | $8.07K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,136 | $8.48K | 0.00% | +11+0.5% | Added |
| First Personal Financial Services | 2,250 | $8.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,665 | $9.00K | 0.00% | +81+5.1% | Added |
| Focused Wealth Management, Inc | 2,283 | $9.06K | 0.00% | +12+0.5% | Added |
| BerganKDV Wealth Management, LLC | 2,313 | $9.18K | 0.00% | −114−4.7% | Reduced |
| Catalyst Capital Advisors LLC | 2,355 | $9.35K | 0.00% | −682−22.5% | Reduced |
| Colonial Trust Co | 2,370 | $9.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,371 | $9.41K | 0.00% | −743−23.9% | Reduced |
| Central Trust Co | 2,390 | $9.49K | 0.00% | −400−14.3% | Reduced |
| International Assets Investment Management, LLC | 2,397 | $9.52K | 0.00% | −11,036−82.2% | Reduced |
| Bank of New Hampshire | 2,500 | $9.93K | 0.00% | −2,500−50.0% | Reduced |
| Private Trust Co NA | 2,517 | $9.99K | 0.00% | +805+47.0% | Added |