Who Owns South Bow Stock?
NYSE: SOBOEnergyOil & Gas MidstreamUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 65.74%
- Held by insiders
- 0.07%
- Institutional holders
- 438
- Institutions 65.7%
- Insiders 0.1%
- Public and other 34.2%
Who owns South Bow stock?
Institutional investors own about 65.7% of South Bow's shares, spread across 438 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.07% of SOBO.
The largest institutional holders are FMR, LLC (10.50%), Royal Bank of Canada (6.98%) and ClearBridge Investments, LLC (4.25%). Together, the top 10 institutions control 36.0% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their SOBO positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SOBO
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FMR, LLC | 21.89M | 10.50% | +126.4% |
| Royal Bank of Canada | 14.57M | 6.98% | -11.2% |
| ClearBridge Investments, LLC | 8.86M | 4.25% | +2.1% |
| Vanguard Capital Management LLC | 6.05M | 2.90% | +1.4% |
| Bank of Montreal /CAN/ | 5.55M | 2.66% | -15.7% |
| Price (T.Rowe) Associates Inc | 5.24M | 2.51% | +0.1% |
| Thornburg Investment Management Inc. | 3.72M | 1.78% | +2.4% |
| CIBC World Market, Inc. | 3.40M | 1.63% | -1.0% |
| Dimensional Fund Advisors LP | 3.04M | 1.46% | +4.4% |
| Connor Clark & Lunn Investment Management Ltd | 2.78M | 1.33% | -0.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SOBO
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Investment Trust-Fidelity Series Canada Fund | 5.35M | 2.57% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | 3.42M | 1.64% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | 3.09M | 1.48% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | 2.26M | 1.08% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | 2.03M | 0.98% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | 1.74M | 0.84% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | 1.32M | 0.63% |
| TR PRICE-Price (T.Rowe) Real Assets Trust I | 1.30M | 0.62% |
| Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund | 1.07M | 0.52% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | 938.85K | 0.45% |
Frequently asked questions
Who is the largest shareholder of South Bow?
FMR, LLC is the largest institutional shareholder of SOBO, owning 10.50% of shares outstanding (21.89M shares) as of its latest 13F filing.
What percentage of South Bow is owned by institutions?
Institutions own about 65.7% of SOBO shares and 65.8% of the public float.
How much of South Bow do insiders own?
Insiders, such as officers and directors, own about 0.07% of SOBO shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.