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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 3,700 | $20.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,617 | $20.0K | 0.01% | −1,816−33.4% | Reduced |
| Catalyst Capital Advisors LLC | 3,609 | $19.7K | 0.00% | +748+26.1% | Added |
| BFSG, LLC | 3,500 | $19.1K | 0.00% | +3,500 | New |
| JFS Wealth Advisors, LLC | 3,434 | $18.8K | 0.00% | +3+0.1% | Added |
| AdvisorNet Financial, Inc | 3,400 | $18.6K | 0.00% | +350+11.5% | Added |
| Sugarloaf Wealth Management, LLC | 3,255 | $17.8K | 0.00% | +11+0.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,178 | $17.0K | 0.01% | +6+0.2% | Added |
| Global Retirement Partners, LLC | 3,195 | $16.5K | 0.00% | +344+12.1% | Added |
| Sachetta, LLC | 3,013 | $16.5K | 0.01% | +3,013 | New |
| GAMMA Investing LLC | 3,226 | $16.4K | 0.00% | +3,226 | New |
| 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 |
| Geneos Wealth Management Inc. | 2,987 | $16.3K | 0.00% | −100−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,947 | $16.1K | 0.00% | +296+11.2% | Added |
| Atlas Capital Advisors LLC | 2,796 | $15.3K | 0.00% | +2,796 | New |
| Bruce G. Allen Investments, LLC | 2,790 | $15.3K | 0.01% | +2,790 | New |
| Cedar Mountain Advisors, LLC | 2,744 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,811 | $15.0K | 0.01% | +2,380+552.2% | Added |
| Gradient Investments LLC | 2,733 | $14.9K | 0.00% | +2,217+429.7% | Added |
| Frazier Financial Advisors, LLC | 2,700 | $14.8K | 0.01% | +2,700 | New |
| Prestige Wealth Management Group LLC | 2,608 | $14.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,513 | $14.0K | 0.00% | −41,639−94.3% | 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 |
| Hillsdale Investment Management Inc. | 2,400 | $13.1K | 0.00% | −82,300−97.2% | Reduced |
| Central Trust Co | 2,390 | $13.1K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,323 | $12.7K | 0.00% | +12+0.5% | Added |
| Ancora Advisors, LLC | 2,320 | $12.7K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,271 | $12.4K | 0.00% | −1,009−30.8% | Reduced |
| First Personal Financial Services | 2,250 | $12.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,171 | $11.9K | 0.00% | +11+0.5% | Added |
| Rockbridge Investment Management, LCC | 2,150 | $11.8K | 0.00% | +2,150 | New |
| Livelsberger Financial Advisory | 2,146 | $11.7K | 0.01% | +2,146 | New |
| Principal Securities, Inc. | 2,093 | $11.4K | 0.00% | +2,093 | New |
| Beacon Capital Management, LLC | 2,500 | $11.3K | 0.00% | −14,801−85.5% | Reduced |
| Northwest Financial Advisors | 2,062 | $11.3K | 0.01% | +2,062 | New |
| Westside Investment Management, Inc. | 2,050 | $11.2K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 2,034 | $11.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,016 | $11.0K | 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 |
| Private Trust Co NA | 1,997 | $10.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,400 | $10.8K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,979 | $10.8K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 1,900 | $10.4K | 0.00% | +346+22.3% | Added |
| Bogart Wealth, LLC | 1,834 | $10.0K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,804 | $9.87K | 0.00% | +1,804 | New |
| Bartlett & Co. Wealth Management LLC | 1,692 | $9.36K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,697 | $9.28K | 0.00% | +1,697 | New |
| Bartlett & Co. LLC | 1,692 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,584 | $9.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,619 | $8.86K | 0.00% | +5+0.3% | Added |
| Atticus Wealth Management, LLC | 1,585 | $8.67K | 0.00% | +6+0.4% | Added |
| Bokf, NA | 1,545 | $8.45K | 0.00% | +45+3.0% | Added |
| Cypress Capital Management LLC (WY) | 1,500 | $8.21K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,467 | $8.02K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,565 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,444 | $7.90K | 0.00% | −666−31.6% | Reduced |
| Carolina Wealth Advisors, LLC | 1,330 | $7.28K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,325 | $7.25K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,389 | $7.18K | 0.01% | +1,389 | New |
| Larson Financial Group LLC | 1,309 | $7.16K | 0.00% | +7+0.5% | Added |
| Clear Point Advisors Inc. | 1,236 | $6.76K | 0.01% | +1,236 | New |
| Whittier Trust Co of Nevada Inc | 1,156 | $6.32K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,100 | $6.02K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,189 | $6.00K | 0.00% | −515−30.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,021 | $5.58K | 0.00% | −97−8.7% | Reduced |
| Colonial Trust Advisors | 1,020 | $5.58K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,000 | $5.47K | 0.00% | −282−22.0% | Reduced |
| Arrow Financial Corp | 1,000 | $5.47K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,000 | $5.47K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,000 | $5.47K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,000 | $5.47K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,000 | $5.47K | 0.00% | +980+4,900.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,000 | $5.47K | 0.00% | +1,000 | New |
| Game Plan Financial Advisors, LLC | 1,000 | $5.47K | 0.00% | +1,000 | New |
| RFP Financial Group LLC | 971 | $5.31K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 925 | $5.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 920 | $5.03K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 875 | $4.79K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 835 | $4.57K | 0.00% | +671+409.1% | Added |
| Evermay Wealth Management LLC | 800 | $4.38K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 784 | $4.29K | 0.00% | −477−37.8% | Reduced |
| Whittier Trust Co | 768 | $4.20K | 0.00% | −186−19.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 665 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 720 | $3.94K | 0.00% | +720 | New |
| Blue Bell Private Wealth Management, LLC | 700 | $3.83K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 690 | $3.77K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 683 | $3.73K | 0.00% | +1+0.1% | Added |
| Copeland Capital Management, LLC | 589 | $3.22K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 575 | $3.15K | 0.00% | −35,650−98.4% | Reduced |
| Bluefin Capital Management, LLC | 558 | $3.09K | 0.00% | +558 | New |
| Coston, McIsaac & Partners | 550 | $3.00K | 0.00% | −4,000−87.9% | Reduced |
| Farther Finance Advisors, LLC | 512 | $2.80K | 0.00% | +174+51.5% | Added |
| Quent Capital, LLC | 512 | $2.80K | 0.00% | +384+300.0% | Added |
| Retirement Group, LLC | 500 | $2.73K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 425 | $2.33K | 0.00% | 00.0% | Unchanged |