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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 14,522 | $79.4K | 0.00% | +30.0% | Added |
| XML Financial, LLC | 14,376 | $78.6K | 0.01% | +70+0.5% | Added |
| Laird Norton Trust Company, LLC | 14,315 | $78.3K | 0.01% | +14,315 | New |
| Vontobel Holding Ltd. | 14,301 | $78.2K | 0.00% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 14,289 | $78.2K | 0.01% | −665−4.4% | Reduced |
| Sivia Capital Partners, LLC | 14,112 | $77.2K | 0.06% | +14,112 | New |
| Fisher Asset Management, LLC | 14,048 | $76.8K | 0.00% | −667−4.5% | Reduced |
| Cahaba Wealth Management, Inc. | 14,039 | $76.8K | 0.01% | +325+2.4% | Added |
| Moneta Group Investment Advisors LLC | 13,934 | $76.2K | 0.00% | −295−2.1% | Reduced |
| ZWJ Investment Counsel Inc | 13,835 | $75.7K | 0.00% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 13,817 | $75.6K | 0.03% | +13,817 | New |
| Fidelis Capital Partners, LLC | 13,783 | $75.4K | 0.02% | +3,453+33.4% | Added |
| Modern Wealth Management, LLC | 13,623 | $74.5K | 0.01% | +13,623 | New |
| IFG Advisory, LLC | 13,525 | $74.0K | 0.01% | +12+0.1% | Added |
| Quaker Wealth Management, LLC | 13,364 | $73.1K | 0.03% | +74+0.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 13,288 | $72.7K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,033 | $71.3K | 0.00% | −3,624−21.8% | Reduced |
| 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 |
| Traphagen Investment Advisors LLC | 12,967 | $70.9K | 0.01% | +60.0% | Added |
| Crossmark Global Holdings, Inc. | 12,789 | $70.0K | 0.00% | −138−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,709 | $69.5K | 0.00% | −239−1.8% | Reduced |
| Hamilton Capital, LLC | 12,636 | $69.1K | 0.01% | −431−3.3% | Reduced |
| Lindbrook Capital, LLC | 12,559 | $68.7K | 0.01% | +2,139+20.5% | Added |
| Resources Investment Advisors, LLC. | 12,559 | $68.7K | 0.00% | +887+7.6% | Added |
| MetLife Investment Management | 12,536 | $68.6K | 0.00% | −240−1.9% | Reduced |
| Wedbush Securities Inc | 12,499 | $68.0K | 0.00% | +29+0.2% | Added |
| HBK Sorce Advisory LLC | 12,250 | $67.0K | 0.00% | −727−5.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 12,174 | $66.6K | 0.03% | +168+1.4% | Added |
| Bard Financial Services, Inc. | 12,100 | $66.2K | 0.01% | −2,500−17.1% | Reduced |
| HighPoint Advisor Group LLC | 16,988 | $66.0K | 0.00% | +16,988 | New |
| Ridgecrest Wealth Partners, LLC | 12,000 | $65.6K | 0.04% | 00.0% | Unchanged |
| Fort, L.P. | 11,787 | $64.5K | 0.16% | −11,954−50.4% | Reduced |
| Abound Wealth Management | 11,641 | $63.7K | 0.03% | +10+0.1% | Added |
| Clarius Group, LLC | 11,623 | $63.6K | 0.01% | +187+1.6% | Added |
| 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 |
| Crestwood Advisors Group LLC | 11,585 | $63.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11,631 | $63.0K | 0.01% | +10.0% | Added |
| Marathon Trading Investment Management LLC | 11,374 | $62.2K | 0.01% | +9,074+394.5% | Added |
| Quantum Financial Advisors, LLC | 11,369 | $62.2K | 0.02% | +11,369 | New |
| Palumbo Wealth Management LLC | 11,270 | $61.6K | 0.03% | +61+0.5% | Added |
| Successful Portfolios LLC | 11,240 | $61.5K | 0.05% | −2,685−19.3% | Reduced |
| We Are One Seven, LLC | 11,236 | $61.5K | 0.00% | −9,826−46.7% | Reduced |
| Quadrant Capital Group LLC | 11,201 | $61.3K | 0.01% | −985−8.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,200 | $61.3K | 0.01% | +11,200 | New |
| Sound Income Strategies, LLC | 11,169 | $61.1K | 0.01% | +10,575+1,780.3% | Added |
| Regal Investment Advisors LLC | 11,068 | $60.5K | 0.00% | −3,871−25.9% | 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 |
| Convergence Investment Partners, LLC | 10,959 | $60.0K | 0.03% | −159−1.4% | Reduced |
| Desjardins Global Asset Management Inc. | 10,953 | $60.0K | 0.01% | +157+1.5% | Added |
| WNY Asset Management, LLC | 10,905 | $59.6K | 0.01% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 10,892 | $59.6K | 0.01% | +10,892 | New |
| Sovereign Financial Group, Inc. | 10,805 | $59.1K | 0.02% | −24−0.2% | Reduced |
| Ballentine Partners, LLC | 10,751 | $58.8K | 0.00% | +10,751 | New |
| Citadel Advisors LLC | 10,716 | $58.6K | 0.00% | −1,346,051−99.2% | Reduced |
| Capital Investment Counsel, Inc | 10,600 | $58.0K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,503 | $57.5K | 0.01% | +10,503 | New |
| Ostrum Asset Management | 10,446 | $57.1K | 0.00% | +45+0.4% | Added |
| Garden State Investment Advisory Services LLC | 10,421 | $57.0K | 0.02% | +41+0.4% | Added |
| LifeGuide Financial Advisors, LLC | 10,339 | $56.6K | 0.03% | −90−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 10,292 | $56.3K | 0.00% | −119−1.1% | Reduced |
| Taurus Asset Management, LLC | 10,200 | $55.8K | 0.01% | 00.0% | Unchanged |
| JSF Financial, LLC | 10,183 | $55.7K | 0.02% | +55+0.5% | Added |
| Horizon Wealth Management, LLC | 10,110 | $55.3K | 0.02% | +55+0.5% | Added |
| 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 |
| Long Island Wealth Management, Inc. | 9,842 | $54.0K | 0.04% | +9,842 | New |
| Spire Wealth Management | 9,476 | $51.4K | 0.00% | +10.0% | Added |
| ORG Partners LLC | 9,000 | $49.2K | 0.01% | +9,000 | New |
| Huntington National Bank | 8,716 | $47.7K | 0.00% | +2,716+45.3% | Added |
| ICA Group Wealth Management, LLC | 8,700 | $47.6K | 0.01% | +8,700 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 8,102 | $44.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 7,990 | $43.7K | 0.01% | +3,194+66.6% | Added |
| Monetary Management Group Inc | 7,900 | $43.2K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 7,701 | $42.1K | 0.01% | −6,617−46.2% | Reduced |
| Resurgent Financial Advisors LLC | 7,650 | $41.8K | 0.03% | 00.0% | Unchanged |
| American National Bank | 7,511 | $41.1K | 0.01% | +7,511 | New |
| Hollencrest Capital Management | 7,290 | $39.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,250 | $39.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 6,780 | $37.1K | 0.01% | +6,780 | New |
| Truvestments Capital LLC | 5,873 | $32.1K | 0.01% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 5,460 | $29.9K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 5,400 | $29.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,277 | $28.9K | 0.00% | −2,404−31.3% | Reduced |
| Tradition Wealth Management, LLC | 5,151 | $28.0K | 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 |
| Lee Financial Co | 4,700 | $25.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,600 | $25.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,500 | $24.6K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,350 | $23.8K | 0.00% | +4,350 | New |
| Plato Investment Management Ltd | 4,331 | $23.7K | 0.03% | +4,331 | New |
| Front Row Advisors LLC | 4,235 | $23.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4,200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 4,277 | $22.1K | 0.01% | +24+0.6% | Added |
| Proequities, Inc. | 4,000 | $21.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3,800 | $21.0K | 0.01% | 00.0% | Unchanged |