The Liberty SiriusXM Group Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGENS WATERFALL VINTIADIS & CO INC | 11/14/2024 | 42,000 | $3.25 M | -25.00% | 0.01% |
| ETHIC INC. | 11/13/2024 | 38,882 | $1.16 M | 40.92% | 0.01% |
| CIBC WORLD MARKETS CORP | 11/13/2024 | 12,118 | $938,297 | 13.59% | 0.00% |
| DEKABANK DEUTSCHE GIROZENTRALE | 10/24/2024 | 9,305 | $228,000 | 100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 10/17/2024 | 430 | $9,529 | 98.16% | 0.00% |
| CASTLEVIEW PARTNERS, LLC | 10/09/2024 | 142 | $3,147 | 0.00% | 0.00% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 10/17/2024 | 66 | $1,961 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| CHASE INVESTMENT COUNSEL CORP | 11/05/2024 | 0 | $0 | -100.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| FIFTH THIRD BANCORP | 10/17/2024 | 0 | $0 | -100.00% | 0.00% |
| US BANCORP \DE\ | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 0 | $0 | -100.00% | 0.00% |
| CULLEN/FROST BANKERS, INC. | 11/06/2024 | 0 | $0 | -100.00% | 0.00% |
| CENTRAL TRUST CO | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
| COWEN AND COMPANY, LLC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 11/06/2024 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 11/19/2024 | 0 | $0 | -100.00% | 0.00% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| GLENMEDE TRUST CO NA | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SEI INVESTMENTS CO | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| PINNACLE ASSOCIATES LTD | 10/25/2024 | 0 | $0 | -100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| FIRST HAWAIIAN BANK | 10/04/2024 | 0 | $0 | -100.00% | 0.00% |
| KIRR MARBACH & CO LLC /IN/ | 10/17/2024 | 0 | $0 | -100.00% | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 10/24/2024 | 0 | $0 | -100.00% | 0.00% |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 11/04/2024 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| STRS OHIO | 11/01/2024 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| BANYAN CAPITAL MANAGEMENT, INC. | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
The Liberty SiriusXM Groupinstitutional Ownership - FAQ's
During the previous two years, 477 institutional investors and hedge funds held shares of The Liberty SiriusXM Group. The most heavily invested institutionals were:
MORGENS WATERFALL VINTIADIS & CO INC: 42,000
Ethic Inc.: 38,882
CIBC WORLD MARKETS CORP: 12,118
DekaBank Deutsche Girozentrale: 9,305
Ronald Blue Trust, Inc.: 430
Castleview Partners, LLC: 142
0.02% of The Liberty SiriusXM Group stock is owned by institutional investors.
Institutional investors have bought a total of 39.38 M shares in the last 24 months. This purchase volume represents approximately $877.81 M in transactions.