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, Q2 2025
Institutional positions in Sound Point Meridian Capital, Inc. as of Jun 30, 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
- 14
- −3 vs. Q1 2025
- Shares held
- 12.2M
- +10.6M (+648.6%) vs. Q1 2025
- Total value
- $217.7M
- +$186.5M (+597.9%) vs. Q1 2025
- New holders
- 3
- 4 more added
- Sold out
- 6
- 6 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Sound Point Meridian Capital, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 51 | $1.00K | 0.00% | −134−72.4% | Reduced |
| Advisor Group Holdings, Inc. | 144 | $2.57K | 0.00% | −48−25.0% | Reduced |
| UBS Group AG | 4,169 | $74.5K | 0.00% | +4,169 | New |
| Oppenheimer & Co Inc | 18,712 | $334.6K | 0.00% | +2,630+16.4% | Added |
| Black Swift Group, LLC | 22,500 | $402.3K | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 28,066 | $501.8K | 0.00% | +12,878+84.8% | Added |
| Running Point Capital Advisors, LLC | 33,424 | $597.6K | 0.16% | +4,323+14.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 62,921 | $1.13M | 0.40% | −162,216−72.1% | Reduced |
| Everest Management Corp. | 72,858 | $1.30M | 0.94% | +72,858 | New |
| Marshall Wace, LLP | 77,152 | $1.38M | 0.00% | +20,163+35.4% | Added |
| Envestnet Asset Management Inc | 99,558 | $1.78M | 0.00% | −46,293−31.7% | Reduced |
| Goldman Sachs Group Inc | 474,308 | $8.48M | 0.00% | −26,457−5.3% | Reduced |
| Bank of America Corp | 500,000 | $8.94M | 0.00% | −264−0.1% | Reduced |
| Kim, LLC | 10,784,192 | $192.8M | 20.02% | +10,784,192 | New |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −23,396−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,784−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −11,974−100.0% | Sold out |
| B. Riley Financial, Inc. | 0 | $0 | 0.00% | −63,694−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −200−100.0% | Sold out |