SNDL Inc.
SNDL- Exchange
- Nasdaq
- Industry
- Medicinal Chemicals & Botanical Products
- SEC CIK
- 0001766600
No open-market purchases or sales by SNDL Inc. insiders were filed in the last 90 days; 108 institutions reported holding it in 13F filings for Q2 2026, worth $66.4M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in SNDL Inc. as of Sep 30, 2021. 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
- 150
- −17 vs. Q2 2021
- Shares held
- 85.6M
- −69.2M (−44.7%) vs. Q2 2021
- Total value
- $58.2M
- −$88.7M (−60.4%) vs. Q2 2021
- New holders
- 19
- 38 more added
- Sold out
- 36
- 25 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SNDL 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 | 108 | $66.4M |
| Q1 2026 | 111 | $71.3M |
| Q4 2025 | 122 | $94.2M |
| Q3 2025 | 130 | $151.4M |
| Q2 2025 | 128 | $50.8M |
| Q1 2025 | 122 | $55.4M |
| Q4 2024 | 130 | $73.5M |
| Q3 2024 | 119 | $64.8M |
| Q2 2024 | 123 | $54.5M |
| Q1 2024 | 114 | $55.1M |
| Q4 2023 | 109 | $24.4M |
| Q3 2023 | 100 | $24.7M |
| Q2 2023 | 100 | $13.6M |
| Q1 2023 | 107 | $27.4M |
| Q4 2022 | 99 | $11.8M |
| Q3 2022 | 90 | $38.9M |
| Q2 2022 | 160 | $42.4M |
| Q1 2022 | 160 | $123.0M |
| Q4 2021 | 159 | $63.1M |
| Q3 2021 | 150 | $58.2M |
| Q2 2021 | 170 | $147.0M |
| Q1 2021 | 142 | $78.9M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding SNDL Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 600 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 300 | $0 | 0.00% | +295+5,900.0% | Added |
| FMR LLC | 1 | $0 | 0.00% | −27−96.4% | Reduced |
| First Manhattan Co | 983 | $0 | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 40 | $0 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 167 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 385 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,000 | $0 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 500 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 300 | $0 | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 37 | $0 | 0.00% | +37 | New |
| Consolidated Planning Corp | 600 | $0 | 0.00% | +600 | New |
| Sutton Wealth Advisors Inc. | 186 | $126 | 0.00% | +186 | New |
| Lake Point Wealth Management | 1,000 | $1.00K | 0.00% | −13,000−92.9% | Reduced |
| Valley National Advisers Inc | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,520 | $1.00K | 0.00% | +20+1.3% | Added |
| Focused Wealth Management, Inc | 1,308 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,504 | $1.00K | 0.00% | +1,504 | New |
| Parallax Volatility Advisers, L.P. | 2,200 | $1.00K | 0.00% | +2,200 | New |
| Cahill Financial Advisors Inc | 757 | $1.00K | 0.00% | +757 | New |
| Harbour Investments, Inc. | 3,046 | $2.00K | 0.00% | −7,350−70.7% | Reduced |
| Banque Cantonale Vaudoise | 3,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 2,532 | $2.00K | 0.00% | +700+38.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,500 | $2.00K | 0.00% | +1,600+177.8% | Added |
| O'Dell Group, LLC | 3,235 | $2.00K | 0.00% | +3,235 | New |
| AdvisorNet Financial, Inc | 5,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,120 | $7.00K | 0.00% | +50+0.5% | Added |
| Financial Architects, Inc | 11,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 10,020 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 10,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9,650 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 10,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,350 | $7.00K | 0.00% | +10,350 | New |
| Coldstream Capital Management Inc | 29,500 | $7.00K | 0.00% | +29,500 | New |
| Quilter Plc | 10,277 | $7.00K | 0.00% | +10,277 | New |
| US Bancorp | 12,200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,230 | $8.00K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,343 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 11,360 | $8.00K | 0.01% | −40.0% | Reduced |
| Chiron Capital Management, LLC | 11,328 | $8.00K | 0.01% | +11,328 | New |
| AE Wealth Management LLC | 13,550 | $9.00K | 0.00% | −2,940−17.8% | Reduced |
| IHT Wealth Management, LLC | 13,500 | $9.00K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Platform Technology Partners | 12,952 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 14,000 | $9.00K | 0.00% | +2,000+16.7% | Added |
| SRS Capital Advisors, Inc. | 13,000 | $9.00K | 0.00% | +13,000 | New |
| Biltmore Capital Advisors LLC | 15,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 15,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 14,635 | $10.0K | 0.00% | +850+6.2% | Added |
| IFP Advisors, Inc | 13,825 | $10.0K | 0.00% | +5,000+56.7% | Added |
| American Portfolios Advisors | 15,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 15,800 | $11.0K | 0.00% | −15,000−48.7% | Reduced |
| Keystone Financial Group | 16,115 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vigilare Wealth Management | 15,500 | $11.0K | 0.01% | +15,500 | New |
| Spire Wealth Management | 19,515 | $13.0K | 0.00% | −225−1.1% | Reduced |
| United Asset Strategies, Inc. | 18,910 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 18,491 | $13.0K | 0.00% | +2,850+18.2% | Added |
| Fisher Asset Management, LLC | 19,900 | $13.0K | 0.00% | +19,900 | New |
| Moors & Cabot, Inc. | 22,000 | $14.0K | 0.00% | +22,000 | New |
| Robertson Stephens Wealth Management, LLC | 22,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 24,000 | $16.0K | 0.00% | −120.0% | Reduced |
| Geneos Wealth Management Inc. | 24,250 | $16.0K | 0.00% | +20,000+470.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,454 | $17.0K | 0.00% | −44,100−63.4% | Reduced |
| Perigon Wealth Management, LLC | 25,000 | $17.0K | 0.00% | −5,000−16.7% | Reduced |
| Lyell Wealth Management, LP | 25,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 25,000 | $17.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25,200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 26,233 | $18.0K | 0.00% | +603+2.4% | Added |
| Tamar Securities, LLC | 28,250 | $19.0K | 0.01% | +8,350+42.0% | Added |
| Condor Capital Management | 30,050 | $20.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 30,303 | $21.0K | 0.00% | −13,871−31.4% | Reduced |
| HighTower Advisors, LLC | 29,358 | $21.0K | 0.00% | +2,350+8.7% | Added |
| Private Advisor Group, LLC | 33,324 | $23.0K | 0.00% | +49+0.1% | Added |
| Bank of America Corp | 34,186 | $23.0K | 0.00% | +14,186+70.9% | Added |
| Front Street Capital Management, Inc. | 35,100 | $24.0K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 38,036 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 39,600 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 40,480 | $27.0K | 0.00% | +10,280+34.0% | Added |
| Transcend Wealth Collective, LLC | 40,000 | $27.0K | 0.00% | +40,000 | New |
| Tradewinds Capital Management, LLC | 41,120 | $28.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 43,388 | $29.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 42,720 | $29.0K | 0.00% | +4,516+11.8% | Added |