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, Q1 2024
Institutional positions in Sirius XM Holdings Inc. as of Mar 31, 2024. 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
- 629
- −11 vs. Q4 2023
- Shares held
- 364.6M
- −45.3M (−11.0%) vs. Q4 2023
- Total value
- $1.41B
- −$828.3M (−36.9%) vs. Q4 2023
- New holders
- 72
- 213 more added
- Sold out
- 83
- 178 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sirius XM Holdings Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 13,961 | $54.2K | 0.01% | +338+2.5% | Added |
| ZWJ Investment Counsel Inc | 13,835 | $53.7K | 0.00% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 13,581 | $52.7K | 0.00% | −1,018−7.0% | Reduced |
| Five Oceans Advisors | 13,509 | $52.4K | 0.03% | +13,509 | New |
| Quaker Wealth Management, LLC | 13,439 | $52.1K | 0.02% | +75+0.6% | Added |
| Traphagen Investment Advisors LLC | 13,426 | $52.1K | 0.01% | +459+3.5% | Added |
| Valeo Financial Advisors, LLC | 16,359 | $51.7K | 0.00% | +16,359 | New |
| Steigerwald, Gordon & Koch Inc. | 13,288 | $51.6K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 16,798 | $51.0K | 0.00% | +16,798 | New |
| Capital Investment Counsel, Inc | 13,100 | $50.8K | 0.01% | +2,500+23.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,955 | $50.3K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 12,767 | $50.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 12,789 | $50.0K | 0.00% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 12,869 | $49.9K | 0.04% | +12,869 | New |
| Evergreen Capital Management LLC | 12,668 | $49.2K | 0.00% | −8,369−39.8% | Reduced |
| Hamilton Capital, LLC | 12,595 | $48.9K | 0.00% | −41−0.3% | Reduced |
| MetLife Investment Management | 12,565 | $48.8K | 0.00% | +29+0.2% | Added |
| Empowered Funds, LLC | 12,444 | $48.3K | 0.00% | +12,444 | New |
| HighPoint Advisor Group LLC | 15,391 | $48.0K | 0.00% | −1,597−9.4% | Reduced |
| Investment Management Corp of Ontario | 12,348 | $47.9K | 0.00% | −5,600−31.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 14,300 | $47.8K | 0.00% | +14,300 | New |
| Prairiewood Capital, LLC | 12,196 | $47.3K | 0.02% | +12,196 | New |
| Carmichael Hill & Associates, Inc. | 12,141 | $47.1K | 0.02% | −33−0.3% | Reduced |
| Greenwood Capital Associates LLC | 12,120 | $47.0K | 0.01% | −6,060−33.3% | Reduced |
| Bard Financial Services, Inc. | 12,100 | $46.9K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,000 | $46.6K | 0.03% | −5,500−31.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 12,000 | $46.6K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,900 | $46.2K | 0.00% | +11,900 | New |
| Abound Wealth Management | 11,652 | $45.2K | 0.02% | +11+0.1% | Added |
| Mengis Capital Management, Inc. | 11,487 | $44.6K | 0.01% | +11,487 | New |
| Palumbo Wealth Management LLC | 11,333 | $44.0K | 0.02% | +63+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 11,200 | $43.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11,190 | $43.4K | 0.00% | +21+0.2% | Added |
| We Are One Seven, LLC | 11,190 | $43.4K | 0.00% | −46−0.4% | Reduced |
| Successful Portfolios LLC | 11,072 | $43.0K | 0.03% | −168−1.5% | Reduced |
| DLD Asset Management, LP | 11,000 | $42.7K | 0.01% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 11,000 | $42.7K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 10,985 | $42.6K | 0.01% | −2,798−20.3% | Reduced |
| WNY Asset Management, LLC | 10,905 | $42.3K | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 10,922 | $42.0K | 0.02% | −37−0.3% | Reduced |
| Sovereign Financial Group, Inc. | 10,821 | $42.0K | 0.01% | +16+0.1% | Added |
| UniSuper Management Pty Ltd | 10,800 | $41.9K | 0.00% | +5,400+100.0% | Added |
| Clarius Group, LLC | 10,731 | $41.6K | 0.00% | −892−7.7% | Reduced |
| Sigma Planning Corp | 10,710 | $41.6K | 0.00% | +10,710 | New |
| Bouchey Financial Group Ltd | 10,503 | $40.8K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 10,446 | $40.5K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,437 | $40.5K | 0.00% | +145+1.4% | Added |
| LifeGuide Financial Advisors, LLC | 10,339 | $40.1K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,305 | $40.0K | 0.00% | −202,404−95.2% | Reduced |
| Moulton Wealth Management, Inc | 10,237 | $39.7K | 0.04% | +10,237 | New |
| Satovsky Asset Management LLC | 10,216 | $39.6K | 0.01% | +10,216 | New |
| Taurus Asset Management, LLC | 10,200 | $39.6K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 10,188 | $39.5K | 0.00% | +10,188 | New |
| Horizon Wealth Management, LLC | 10,167 | $39.4K | 0.01% | +57+0.6% | Added |
| Graypoint LLC | 10,047 | $39.0K | 0.00% | +10,047 | New |
| Sequent Planning LLC | 10,018 | $38.9K | 0.01% | +10,018 | New |
| Avenir Corp | 10,000 | $38.8K | 0.00% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 10,000 | $38.8K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 10,000 | $38.8K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 10,000 | $38.8K | 0.03% | +10,000 | New |
| Huntington National Bank | 9,993 | $38.8K | 0.00% | +1,277+14.7% | Added |
| Spire Wealth Management | 9,477 | $36.8K | 0.00% | +10.0% | Added |
| Lindbrook Capital, LLC | 9,351 | $36.3K | 0.00% | −3,208−25.5% | Reduced |
| ICA Group Wealth Management, LLC | 9,200 | $35.7K | 0.01% | +500+5.7% | Added |
| Quadrant Capital Group LLC | 8,945 | $34.7K | 0.00% | −2,256−20.1% | Reduced |
| Westpac Banking Corp | 8,490 | $32.9K | 0.00% | −24,140−74.0% | Reduced |
| CIBC Private Wealth Group, LLC | 8,460 | $32.4K | 0.00% | +8,460 | New |
| V-Square Quantitative Management LLC | 7,990 | $31.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 8,000 | $31.0K | 0.01% | +8,000 | New |
| Monetary Management Group Inc | 7,900 | $30.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,290 | $28.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,250 | $28.1K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 6,780 | $26.3K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,873 | $22.8K | 0.01% | 00.0% | Unchanged |
| Belvedere Trading LLC | 5,863 | $22.7K | 0.00% | +5,863 | New |
| CoreCap Advisors, LLC | 5,494 | $21.3K | 0.00% | +5,494 | New |
| Harbor Investment Advisory, LLC | 5,460 | $21.2K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 5,400 | $21.0K | 0.00% | +3,500+184.2% | Added |
| Bangor Savings Bank | 5,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,600 | $17.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,500 | $17.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3,013 | $16.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4,235 | $16.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,229 | $16.4K | 0.00% | +795+23.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 5,073 | $15.5K | 0.00% | +5,073 | New |
| Proequities, Inc. | 4,000 | $15.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,975 | $15.4K | 0.00% | −1,302−24.7% | Reduced |
| Global X Japan Co., Ltd. | 3,944 | $15.3K | 0.00% | +3,944 | New |
| BFSG, LLC | 3,825 | $14.8K | 0.00% | +325+9.3% | Added |
| Central Bank & Trust Co | 3,700 | $14.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 3,658 | $14.2K | 0.00% | +49+1.4% | Added |
| TSFG, LLC | 3,500 | $14.0K | 0.00% | −300−7.9% | Reduced |
| Covestor Ltd | 3,624 | $14.0K | 0.01% | +7+0.2% | Added |
| Kozak & Associates, Inc. | 4,301 | $13.1K | 0.00% | +24+0.6% | Added |
| NBC Securities, Inc. | 3,565 | $13.0K | 0.00% | +2,000+127.8% | Added |
| Sugarloaf Wealth Management, LLC | 3,267 | $12.7K | 0.00% | +12+0.4% | Added |
| GAMMA Investing LLC | 3,184 | $12.4K | 0.00% | −42−1.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,119 | $12.1K | 0.00% | −59−1.9% | Reduced |
| AdvisorNet Financial, Inc | 3,050 | $11.8K | 0.00% | −350−10.3% | Reduced |