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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 11,068 | $60.5K | 0.00% | −3,871−25.9% | Reduced |
| Sound Income Strategies, LLC | 11,169 | $61.1K | 0.01% | +10,575+1,780.3% | Added |
| Kingswood Wealth Advisors, LLC | 11,200 | $61.3K | 0.01% | +11,200 | New |
| Quadrant Capital Group LLC | 11,201 | $61.3K | 0.01% | −985−8.1% | Reduced |
| We Are One Seven, LLC | 11,236 | $61.5K | 0.00% | −9,826−46.7% | Reduced |
| Successful Portfolios LLC | 11,240 | $61.5K | 0.05% | −2,685−19.3% | Reduced |
| Palumbo Wealth Management LLC | 11,270 | $61.6K | 0.03% | +61+0.5% | Added |
| Quantum Financial Advisors, LLC | 11,369 | $62.2K | 0.02% | +11,369 | New |
| Marathon Trading Investment Management LLC | 11,374 | $62.2K | 0.01% | +9,074+394.5% | Added |
| Valley National Advisers Inc | 11,631 | $63.0K | 0.01% | +10.0% | Added |
| Crestwood Advisors Group LLC | 11,585 | $63.4K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,593 | $63.5K | 0.00% | +422+3.8% | Added |
| Orion Portfolio Solutions, LLC | 11,593 | $63.5K | 0.00% | +422+3.8% | Added |
| Clarius Group, LLC | 11,623 | $63.6K | 0.01% | +187+1.6% | Added |
| Abound Wealth Management | 11,641 | $63.7K | 0.03% | +10+0.1% | Added |
| Fort, L.P. | 11,787 | $64.5K | 0.16% | −11,954−50.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 12,000 | $65.6K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 16,988 | $66.0K | 0.00% | +16,988 | New |
| Bard Financial Services, Inc. | 12,100 | $66.2K | 0.01% | −2,500−17.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 12,174 | $66.6K | 0.03% | +168+1.4% | Added |
| HBK Sorce Advisory LLC | 12,250 | $67.0K | 0.00% | −727−5.6% | Reduced |
| Wedbush Securities Inc | 12,499 | $68.0K | 0.00% | +29+0.2% | Added |
| MetLife Investment Management | 12,536 | $68.6K | 0.00% | −240−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 12,559 | $68.7K | 0.00% | +887+7.6% | Added |
| Lindbrook Capital, LLC | 12,559 | $68.7K | 0.01% | +2,139+20.5% | Added |
| Hamilton Capital, LLC | 12,636 | $69.1K | 0.01% | −431−3.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,709 | $69.5K | 0.00% | −239−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 12,789 | $70.0K | 0.00% | −138−1.1% | Reduced |
| Traphagen Investment Advisors LLC | 12,967 | $70.9K | 0.01% | +60.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,955 | $71.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 12,767 | $71.0K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,033 | $71.3K | 0.00% | −3,624−21.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 13,288 | $72.7K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 13,364 | $73.1K | 0.03% | +74+0.6% | Added |
| IFG Advisory, LLC | 13,525 | $74.0K | 0.01% | +12+0.1% | Added |
| Modern Wealth Management, LLC | 13,623 | $74.5K | 0.01% | +13,623 | New |
| Fidelis Capital Partners, LLC | 13,783 | $75.4K | 0.02% | +3,453+33.4% | Added |
| Signal Advisors Wealth, LLC | 13,817 | $75.6K | 0.03% | +13,817 | New |
| ZWJ Investment Counsel Inc | 13,835 | $75.7K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 13,934 | $76.2K | 0.00% | −295−2.1% | Reduced |
| Cahaba Wealth Management, Inc. | 14,039 | $76.8K | 0.01% | +325+2.4% | Added |
| Fisher Asset Management, LLC | 14,048 | $76.8K | 0.00% | −667−4.5% | Reduced |
| Sivia Capital Partners, LLC | 14,112 | $77.2K | 0.06% | +14,112 | New |
| Marcum Wealth, LLC | 14,289 | $78.2K | 0.01% | −665−4.4% | Reduced |
| Vontobel Holding Ltd. | 14,301 | $78.2K | 0.00% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 14,315 | $78.3K | 0.01% | +14,315 | New |
| XML Financial, LLC | 14,376 | $78.6K | 0.01% | +70+0.5% | Added |
| Miracle Mile Advisors, LLC | 14,522 | $79.4K | 0.00% | +30.0% | Added |
| Prospera Financial Services Inc | 14,575 | $79.7K | 0.00% | −1,000−6.4% | Reduced |
| Norden Group LLC | 14,594 | $79.8K | 0.01% | +14,594 | New |
| Ferguson Wellman Capital Management, Inc | 14,599 | $79.9K | 0.00% | −2,330−13.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,701 | $80.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 14,750 | $80.7K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,791 | $80.9K | 0.00% | −200−1.3% | Reduced |
| Allworth Financial LP | 14,829 | $81.1K | 0.00% | +163+1.1% | Added |
| Beacon Pointe Advisors, LLC | 14,838 | $81.2K | 0.00% | −14,556−49.5% | Reduced |
| WSFS Capital Management, LLC | 14,910 | $81.6K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 14,951 | $81.8K | 0.01% | −126−0.8% | Reduced |
| Hancock Whitney Corp | 15,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 15,000 | $82.0K | 0.05% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 15,000 | $82.0K | 0.10% | +15,000 | New |
| Evanson Asset Management, LLC | 15,023 | $82.2K | 0.01% | +15+0.1% | Added |
| Stratos Wealth Advisors, LLC | 15,203 | $83.2K | 0.00% | +9+0.1% | Added |
| Centaurus Financial, Inc. | 15,327 | $84.0K | 0.01% | +727+5.0% | Added |
| InterOcean Capital Group, LLC | 15,397 | $84.2K | 0.00% | 00.0% | Unchanged |
| SPC Financial, Inc. | 15,500 | $84.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15,613 | $85.0K | 0.00% | +15,613 | New |
| Morningstar Investment Services LLC | 15,420 | $85.0K | 0.00% | +15,420 | New |
| Ellis Investment Partners, LLC | 15,553 | $85.1K | 0.02% | +84+0.5% | Added |
| Financial Engines Advisors L.L.C. | 15,562 | $85.1K | 0.00% | +15,562 | New |
| Founders Financial Alliance, LLC | 15,570 | $85.2K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 16,000 | $87.5K | 0.03% | +16,000 | New |
| Bedel Financial Consulting, Inc. | 16,030 | $87.7K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 16,206 | $88.6K | 0.01% | +16,206 | New |
| Certified Advisory Corp | 16,296 | $89.1K | 0.01% | +19+0.1% | Added |
| RSM US Wealth Management LLC | 16,303 | $89.2K | 0.00% | +16,303 | New |
| Genesee Capital Advisors, LLC | 16,324 | $89.3K | 0.06% | +56+0.3% | Added |
| CMG Global Holdings, LLC | 18,780 | $90.1K | 0.07% | 00.0% | Unchanged |
| Wade G W & Inc | 16,548 | $91.0K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 16,643 | $91.0K | 0.06% | +16,643 | New |
| D.A. Davidson & Co. | 16,949 | $92.7K | 0.00% | +2,183+14.8% | Added |
| Rehmann Capital Advisory Group | 17,206 | $94.1K | 0.01% | −217−1.2% | Reduced |
| Pacific Global Investment Management CO | 17,369 | $95.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 17,402 | $95.2K | 0.00% | −545−3.0% | Reduced |
| Checchi Capital Advisers, LLC | 17,464 | $95.5K | 0.01% | +5,011+40.2% | Added |
| Quad-Cities Investment Group, LLC | 17,500 | $95.9K | 0.06% | −5,500−23.9% | Reduced |
| Blair William & Co | 17,638 | $96.5K | 0.00% | −16,200−47.9% | Reduced |
| Cetera Advisors LLC | 17,894 | $97.9K | 0.00% | +49+0.3% | Added |
| Investment Management Corp of Ontario | 17,948 | $98.2K | 0.00% | +17,948 | New |
| Forum Financial Management, LP | 17,976 | $98.3K | 0.00% | +7,003+63.8% | Added |
| Cyndeo Wealth Partners, LLC | 18,000 | $98.5K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 18,088 | $99.0K | 0.00% | −376−2.0% | Reduced |
| Greenwood Capital Associates LLC | 18,180 | $99.4K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 18,300 | $100.1K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 18,464 | $101.0K | 0.00% | +920+5.2% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 18,482 | $101.1K | 0.04% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 18,611 | $101.8K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,871 | $103.2K | 0.02% | −34,173−64.4% | Reduced |
| Mackenzie Financial Corp | 19,169 | $104.9K | 0.00% | −2,311−10.8% | Reduced |
| Drive Wealth Management, LLC | 19,210 | $105.1K | 0.03% | +3,739+24.2% | Added |