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, Q4 2023
Institutional positions in Sirius XM Holdings Inc. as of Dec 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
- 648
- +44 vs. Q3 2023
- Shares held
- 410.0M
- +12.9M (+3.2%) vs. Q3 2023
- Total value
- $2.24B
- +$448.1M (+25.0%) vs. Q3 2023
- New holders
- 96
- 207 more added
- Sold out
- 52
- 189 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sirius XM Holdings Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caption Management, LLC | 1,900 | $10.4K | 0.00% | +346+22.3% | Added |
| 1832 Asset Management L.P. | 1,979 | $10.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,997 | $10.9K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,000 | $10.9K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 2,000 | $10.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,016 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 2,034 | $11.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,050 | $11.2K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2,062 | $11.3K | 0.01% | +2,062 | New |
| Beacon Capital Management, LLC | 2,500 | $11.3K | 0.00% | −14,801−85.5% | Reduced |
| Principal Securities, Inc. | 2,093 | $11.4K | 0.00% | +2,093 | New |
| Livelsberger Financial Advisory | 2,146 | $11.7K | 0.01% | +2,146 | New |
| Rockbridge Investment Management, LCC | 2,150 | $11.8K | 0.00% | +2,150 | New |
| SOA Wealth Advisors, LLC. | 2,171 | $11.9K | 0.00% | +11+0.5% | Added |
| First Personal Financial Services | 2,250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,271 | $12.4K | 0.00% | −1,009−30.8% | Reduced |
| Laurel Wealth Advisors LLC | 2,300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,320 | $12.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,323 | $12.7K | 0.00% | +12+0.5% | Added |
| Central Trust Co | 2,390 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,400 | $13.1K | 0.00% | −82,300−97.2% | Reduced |
| Tandem Wealth Advisors LLC | 2,500 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,513 | $14.0K | 0.00% | −41,639−94.3% | Reduced |
| Prestige Wealth Management Group LLC | 2,608 | $14.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2,700 | $14.8K | 0.01% | +2,700 | New |
| Gradient Investments LLC | 2,733 | $14.9K | 0.00% | +2,217+429.7% | Added |
| Clear Street Markets LLC | 2,811 | $15.0K | 0.01% | +2,380+552.2% | Added |
| Cedar Mountain Advisors, LLC | 2,744 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,790 | $15.3K | 0.01% | +2,790 | New |
| Atlas Capital Advisors LLC | 2,796 | $15.3K | 0.00% | +2,796 | New |
| EverSource Wealth Advisors, LLC | 2,947 | $16.1K | 0.00% | +296+11.2% | Added |
| Geneos Wealth Management Inc. | 2,987 | $16.3K | 0.00% | −100−3.2% | Reduced |
| Creative Financial Designs Inc | 3,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,000 | $16.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,226 | $16.4K | 0.00% | +3,226 | New |
| Sachetta, LLC | 3,013 | $16.5K | 0.01% | +3,013 | New |
| Global Retirement Partners, LLC | 3,195 | $16.5K | 0.00% | +344+12.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,178 | $17.0K | 0.01% | +6+0.2% | Added |
| Sugarloaf Wealth Management, LLC | 3,255 | $17.8K | 0.00% | +11+0.3% | Added |
| AdvisorNet Financial, Inc | 3,400 | $18.6K | 0.00% | +350+11.5% | Added |
| JFS Wealth Advisors, LLC | 3,434 | $18.8K | 0.00% | +3+0.1% | Added |
| BFSG, LLC | 3,500 | $19.1K | 0.00% | +3,500 | New |
| Catalyst Capital Advisors LLC | 3,609 | $19.7K | 0.00% | +748+26.1% | Added |
| Covestor Ltd | 3,617 | $20.0K | 0.01% | −1,816−33.4% | Reduced |
| Central Bank & Trust Co | 3,700 | $20.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3,800 | $21.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,000 | $21.9K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 4,277 | $22.1K | 0.01% | +24+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4,235 | $23.2K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 4,331 | $23.7K | 0.03% | +4,331 | New |
| Centiva Capital, LP | 4,350 | $23.8K | 0.00% | +4,350 | New |
| Plante Moran Financial Advisors, LLC | 4,500 | $24.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,600 | $25.2K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4,700 | $25.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 5,000 | $27.4K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 5,000 | $27.4K | 0.01% | +5,000 | New |
| Tradition Wealth Management, LLC | 5,151 | $28.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,277 | $28.9K | 0.00% | −2,404−31.3% | Reduced |
| UniSuper Management Pty Ltd | 5,400 | $29.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,460 | $29.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,873 | $32.1K | 0.01% | +10.0% | Added |
| First United Bank Trust | 6,780 | $37.1K | 0.01% | +6,780 | New |
| SRS Capital Advisors, Inc. | 7,250 | $39.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,290 | $39.9K | 0.00% | 00.0% | Unchanged |
| American National Bank | 7,511 | $41.1K | 0.01% | +7,511 | New |
| Resurgent Financial Advisors LLC | 7,650 | $41.8K | 0.03% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 7,701 | $42.1K | 0.01% | −6,617−46.2% | Reduced |
| Monetary Management Group Inc | 7,900 | $43.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 7,990 | $43.7K | 0.01% | +3,194+66.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,102 | $44.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8,700 | $47.6K | 0.01% | +8,700 | New |
| Huntington National Bank | 8,716 | $47.7K | 0.00% | +2,716+45.3% | Added |
| ORG Partners LLC | 9,000 | $49.2K | 0.01% | +9,000 | New |
| Spire Wealth Management | 9,476 | $51.4K | 0.00% | +10.0% | Added |
| Long Island Wealth Management, Inc. | 9,842 | $54.0K | 0.04% | +9,842 | New |
| Stokes Family Office, LLC | 10,000 | $54.7K | 0.01% | −4,371−30.4% | Reduced |
| Capital Wealth Alliance, LLC | 10,000 | $54.7K | 0.04% | 00.0% | Unchanged |
| Avenir Corp | 10,000 | $54.7K | 0.00% | +10,000 | New |
| Horizon Wealth Management, LLC | 10,110 | $55.3K | 0.02% | +55+0.5% | Added |
| JSF Financial, LLC | 10,183 | $55.7K | 0.02% | +55+0.5% | Added |
| Taurus Asset Management, LLC | 10,200 | $55.8K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,292 | $56.3K | 0.00% | −119−1.1% | Reduced |
| LifeGuide Financial Advisors, LLC | 10,339 | $56.6K | 0.03% | −90−0.9% | Reduced |
| Garden State Investment Advisory Services LLC | 10,421 | $57.0K | 0.02% | +41+0.4% | Added |
| Ostrum Asset Management | 10,446 | $57.1K | 0.00% | +45+0.4% | Added |
| Bouchey Financial Group Ltd | 10,503 | $57.5K | 0.01% | +10,503 | New |
| Capital Investment Counsel, Inc | 10,600 | $58.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,716 | $58.6K | 0.00% | −1,346,051−99.2% | Reduced |
| Ballentine Partners, LLC | 10,751 | $58.8K | 0.00% | +10,751 | New |
| Sovereign Financial Group, Inc. | 10,805 | $59.1K | 0.02% | −24−0.2% | Reduced |
| Berger Financial Group, Inc | 10,892 | $59.6K | 0.01% | +10,892 | New |
| WNY Asset Management, LLC | 10,905 | $59.6K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 10,953 | $60.0K | 0.01% | +157+1.5% | Added |
| Convergence Investment Partners, LLC | 10,959 | $60.0K | 0.03% | −159−1.4% | Reduced |
| Indie Asset Partners, LLC | 11,000 | $60.2K | 0.05% | 00.0% | Unchanged |
| DLD Asset Management, LP | 11,000 | $60.2K | 0.01% | +11,000 | New |