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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 27,187 | $148.7K | 0.00% | +2,913+12.0% | Added |
| Baird Financial Group, Inc. | 26,970 | $147.5K | 0.00% | −2,959−9.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 26,764 | $146.4K | 0.07% | −754−2.7% | Reduced |
| Xponance, Inc. | 26,406 | $144.4K | 0.00% | −297−1.1% | Reduced |
| Veriti Management LLC | 26,082 | $142.7K | 0.01% | −1,392−5.1% | Reduced |
| Moors & Cabot, Inc. | 25,750 | $140.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25,468 | $139.3K | 0.00% | −3,446−11.9% | Reduced |
| Aviva PLC | 25,091 | $137.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 25,000 | $136.8K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 24,944 | $136.4K | 0.00% | +12,791+105.2% | Added |
| Harbour Investments, Inc. | 24,832 | $136.3K | 0.01% | +2,114+9.3% | Added |
| Alpine Global Management, LLC | 24,785 | $135.6K | 0.04% | +24,785 | New |
| Perpetual Ltd | 24,140 | $132.0K | 0.00% | −191,919−88.8% | Reduced |
| LM Advisors LLC | 24,000 | $131.3K | 0.03% | +24,000 | New |
| Meridian Financial Partners LLC | 24,347 | $131.0K | 0.13% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 23,822 | $130.3K | 0.01% | +117+0.5% | Added |
| ArrowMark Colorado Holdings LLC | 23,700 | $129.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 23,333 | $127.6K | 0.00% | +20+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 23,184 | $126.8K | 0.00% | +23,184 | New |
| Transcend Wealth Collective, LLC | 22,937 | $125.5K | 0.01% | −5,000−17.9% | Reduced |
| MAI Capital Management | 22,924 | $125.4K | 0.00% | −2,240−8.9% | Reduced |
| Baker Avenue Asset Management, LP | 22,314 | $122.1K | 0.01% | +2,220+11.0% | Added |
| Sawtooth Solutions, LLC | 22,283 | $121.9K | 0.00% | +1,430+6.9% | Added |
| Bleakley Financial Group, LLC | 22,283 | $121.9K | 0.00% | +1,430+6.9% | Added |
| Westshore Wealth, LLC | 22,050 | $120.6K | 0.06% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 22,003 | $120.4K | 0.01% | +2,000+10.0% | Added |
| Nations Financial Group Inc, | 21,931 | $120.0K | 0.01% | +21,931 | New |
| Nwam LLC | 21,596 | $118.1K | 0.01% | +10,558+95.7% | Added |
| Glenmede Trust Co NA | 21,538 | $117.8K | 0.00% | −36,655−63.0% | Reduced |
| Traynor Capital Management, Inc. | 21,343 | $116.7K | 0.01% | +22+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,335 | $116.7K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 21,037 | $115.1K | 0.00% | +8,874+73.0% | Added |
| Advisory Services Network, LLC | 20,863 | $114.1K | 0.00% | −423−2.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,813 | $113.8K | 0.00% | −1,073−4.9% | Reduced |
| TownSquare Capital, LLC | 20,573 | $112.5K | 0.00% | −6,529−24.1% | Reduced |
| Parallel Advisors, LLC | 20,497 | $112.1K | 0.00% | −2,195−9.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 20,460 | $111.9K | 0.00% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 20,000 | $109.4K | 0.06% | 00.0% | Unchanged |
| Arnhold LLC | 20,000 | $109.4K | 0.01% | 00.0% | Unchanged |
| Next Level Private LLC | 20,000 | $109.4K | 0.06% | 00.0% | Unchanged |
| Torno Capital, LLC | 20,000 | $109.4K | 0.11% | +20,000 | New |
| Gsa Capital Partners LLP | 19,881 | $109.0K | 0.01% | −163,539−89.2% | Reduced |
| Simon Quick Advisors, LLC | 19,796 | $108.3K | 0.01% | +740+3.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,265 | $108.2K | 0.00% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 19,779 | $108.2K | 0.02% | +19,779 | New |
| Gries Financial LLC | 19,771 | $108.1K | 0.02% | −4,769−19.4% | Reduced |
| HB Wealth Management, LLC | 19,355 | $105.9K | 0.00% | +4,615+31.3% | Added |
| Procyon Private Wealth Partners, LLC | 19,300 | $105.6K | 0.01% | +104+0.5% | Added |
| Drive Wealth Management, LLC | 19,210 | $105.1K | 0.03% | +3,739+24.2% | Added |
| Mackenzie Financial Corp | 19,169 | $104.9K | 0.00% | −2,311−10.8% | Reduced |
| XTX Topco Ltd | 18,871 | $103.2K | 0.02% | −34,173−64.4% | Reduced |
| New England Professional Planning Group Inc. | 18,611 | $101.8K | 0.06% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 18,482 | $101.1K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 18,464 | $101.0K | 0.00% | +920+5.2% | Added |
| Silverlake Wealth Management LLC | 18,300 | $100.1K | 0.06% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 18,180 | $99.4K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 18,088 | $99.0K | 0.00% | −376−2.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 18,000 | $98.5K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 17,976 | $98.3K | 0.00% | +7,003+63.8% | Added |
| Investment Management Corp of Ontario | 17,948 | $98.2K | 0.00% | +17,948 | New |
| Cetera Advisors LLC | 17,894 | $97.9K | 0.00% | +49+0.3% | Added |
| Blair William & Co | 17,638 | $96.5K | 0.00% | −16,200−47.9% | Reduced |
| Quad-Cities Investment Group, LLC | 17,500 | $95.9K | 0.06% | −5,500−23.9% | Reduced |
| Checchi Capital Advisers, LLC | 17,464 | $95.5K | 0.01% | +5,011+40.2% | Added |
| Commerce Bank | 17,402 | $95.2K | 0.00% | −545−3.0% | Reduced |
| Pacific Global Investment Management CO | 17,369 | $95.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 17,206 | $94.1K | 0.01% | −217−1.2% | Reduced |
| D.A. Davidson & Co. | 16,949 | $92.7K | 0.00% | +2,183+14.8% | Added |
| Custom Index Systems, LLC | 16,643 | $91.0K | 0.06% | +16,643 | New |
| Wade G W & Inc | 16,548 | $91.0K | 0.00% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 18,780 | $90.1K | 0.07% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 16,324 | $89.3K | 0.06% | +56+0.3% | Added |
| RSM US Wealth Management LLC | 16,303 | $89.2K | 0.00% | +16,303 | New |
| Certified Advisory Corp | 16,296 | $89.1K | 0.01% | +19+0.1% | Added |
| Atomi Financial Group, Inc. | 16,206 | $88.6K | 0.01% | +16,206 | New |
| Bedel Financial Consulting, Inc. | 16,030 | $87.7K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 16,000 | $87.5K | 0.03% | +16,000 | New |
| Founders Financial Alliance, LLC | 15,570 | $85.2K | 0.03% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 15,562 | $85.1K | 0.00% | +15,562 | New |
| Ellis Investment Partners, LLC | 15,553 | $85.1K | 0.02% | +84+0.5% | Added |
| 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 |
| SPC Financial, Inc. | 15,500 | $84.8K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 15,397 | $84.2K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,327 | $84.0K | 0.01% | +727+5.0% | Added |
| Stratos Wealth Advisors, LLC | 15,203 | $83.2K | 0.00% | +9+0.1% | Added |
| Evanson Asset Management, LLC | 15,023 | $82.2K | 0.01% | +15+0.1% | Added |
| 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 |
| Pitcairn Co | 14,951 | $81.8K | 0.01% | −126−0.8% | Reduced |
| WSFS Capital Management, LLC | 14,910 | $81.6K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,838 | $81.2K | 0.00% | −14,556−49.5% | Reduced |
| Allworth Financial LP | 14,829 | $81.1K | 0.00% | +163+1.1% | Added |
| Atria Wealth Solutions, Inc. | 14,791 | $80.9K | 0.00% | −200−1.3% | Reduced |
| Stephens Consulting, LLC | 14,750 | $80.7K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 14,701 | $80.4K | 0.00% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 14,599 | $79.9K | 0.00% | −2,330−13.8% | Reduced |
| Norden Group LLC | 14,594 | $79.8K | 0.01% | +14,594 | New |
| Prospera Financial Services Inc | 14,575 | $79.7K | 0.00% | −1,000−6.4% | Reduced |