Sound Point Meridian Capital, Inc.
SPMC- Exchange
- NYSE
- SEC CIK
- 0001930147
In the last 90 days, Sound Point Meridian Capital, Inc. insiders filed 1 open-market purchase and 1 sale; 15 institutions reported holding it in 13F filings for Q2 2026, worth $120.1M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Sound Point Meridian Capital, Inc. as of Mar 31, 2025. 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
- 17
- +3 vs. Q4 2024
- Shares held
- 1.63M
- +7.35K (+0.5%) vs. Q4 2024
- Total value
- $31.2M
- −$2.65M (−7.8%) vs. Q4 2024
- New holders
- 4
- 9 more added
- Sold out
- 1
- 3 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPMC 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 | 15 | $120.1M |
| Q1 2026 | 11 | $107.3M |
| Q4 2025 | 16 | $165.8M |
| Q3 2025 | 15 | $209.0M |
| Q2 2025 | 14 | $217.7M |
| Q1 2025 | 17 | $31.2M |
| Q4 2024 | 14 | $33.8M |
| Q3 2024 | 12 | $33.5M |
| Q2 2024 | 9 | $24.2M |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Sound Point Meridian Capital, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 500,765 | $9.99M | 0.00% | +765+0.2% | Added |
| Bank of America Corp | 500,264 | $9.98M | 0.00% | +264+0.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 225,137 | $4.49M | 1.53% | −109,407−32.7% | Reduced |
| Envestnet Asset Management Inc | 145,851 | $2.91M | 0.00% | +11,602+8.6% | Added |
| Marshall Wace, LLP | 56,989 | $1.14M | 0.00% | +39,242+221.1% | Added |
| Running Point Capital Advisors, LLC | 29,101 | $580.3K | 0.18% | +6,907+31.1% | Added |
| RSM US Wealth Management LLC | 23,396 | $466.5K | 0.01% | −18,473−44.1% | Reduced |
| Black Swift Group, LLC | 22,500 | $448.6K | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,082 | $320.7K | 0.00% | +162+1.0% | Added |
| Morgan Stanley | 15,188 | $302.8K | 0.00% | +522+3.6% | Added |
| Citadel Advisors LLC | 14,784 | $294.8K | 0.00% | +1,689+12.9% | Added |
| BlackRock, Inc. | 11,974 | $238.8K | 0.00% | +11,974 | New |
| B. Riley Financial, Inc. | 63,694 | $30.0K | 0.04% | +63,694 | New |
| Barclays PLC | 469 | $9.35K | 0.00% | +469 | New |
| Royal Bank of Canada | 185 | $4.00K | 0.00% | −63−25.4% | Reduced |
| Tower Research Capital LLC (TRC) | 200 | $3.99K | 0.00% | +200 | New |
| Advisor Group Holdings, Inc. | 192 | $3.83K | 0.00% | +108+128.6% | Added |
| UBS Group AG | 0 | $0 | 0.00% | −2,308−100.0% | Sold out |