SIRI Institutional Ownership
Sirius XM Holdings Inc.
1W: +0.3%
1M: +5.0%
3M: -15.6%
YTD: +34.6%
1Y: +28.9%
3Y: -33.6%
5Y: -47.1%
$27.25
-0.17 (-0.60%)
Weekly Expected Move ±2.5%
$26
$27
$28
$28
$29
Credit Risk of going bust: higher than 52% of companies Debt: 50.7% of company value Bonds: $911.7M held by 452 funds, 148 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.52 (down 94%), Sirius XM Holdings Inc. would be worth roughly what it owes.
Total debt $9.46B against a stock market value of $9.19B.
Distance to default 4.94 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.73B (short-term plus half of long-term), stock volatility 32.8%; Altman Z'' 2.33. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.52 (down 94%), Sirius XM Holdings Inc. would be worth roughly what it owes.
Total debt $9.46B against a stock market value of $9.19B.
Distance to default 4.94 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.73B (short-term plus half of long-term), stock volatility 32.8%; Altman Z'' 2.33. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SIRI
674
Institutional Holders
+43 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
112
New Positions
205
Increased
217
Reduced
66
Closed
0.73
Put/Call Ratio
Ownership Trends
Top Institutional Holders (723 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc | 124,807,117 | $3.4B | — | +0.0% | 8Q | SEC ↗ |
| 2 | BlackRock, Inc. | 17,602,229 | $480M | +7,977,045 | +82.9% | 8Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 10,512,352 | $286M | +4,211,171 | +66.8% | 8Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9,082,629 | $248M | +377,881 | +4.3% | 2Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8,386,784 | $229M | +83,154 | +1.0% | 2Q | SEC ↗ |
| 6 | Kontiki Capital Management (HK) Ltd. | 6,082,824 | $166M | +386,100 | +6.8% | 5Q | SEC ↗ |
| 7 | STATE STREET CORP | 5,992,497 | $163M | +2,444,881 | +68.9% | 8Q | SEC ↗ |
| 8 | Boston Partners NEW | 5,080,806 | $138M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Gates Capital Management, Inc. | 4,539,927 | $124M | +1,797,568 | +65.5% | 2Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3,901,488 | $106M | +194,777 | +5.3% | 8Q | SEC ↗ |
| 11 | LSV ASSET MANAGEMENT | 3,620,469 | $99M | +400,492 | +12.4% | 7Q | SEC ↗ |
| 12 | AQR CAPITAL MANAGEMENT LLC | 3,396,308 | $93M | +407,401 | +13.6% | 8Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 3,310,550 | $90M | +48,908 | +1.5% | 8Q | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 3,012,240 | $82M | +834,479 | +38.3% | 8Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 3,007,137 | $82M | -905,991 | -23.2% | 8Q | SEC ↗ |
| 16 | CHECK CAPITAL MANAGEMENT INC/CA | 2,927,799 | $80M | -14,796 | -0.5% | 8Q | SEC ↗ |
| 17 | J. Goldman & Co LP NEW | 2,921,651 | $80M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CANADA PENSION PLAN INVESTMENT BOARD | 2,364,933 | $64M | -1,495,991 | -38.7% | 7Q | SEC ↗ |
| 19 | NORGES BANK NEW | 2,091,917 | $57M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Sixth Street Partners Management Compa NEW | 1,760,633 | $48M | — | +0.0% | 1Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,760,633 | $48M | +20,442 | +1.2% | 8Q | SEC ↗ |
| 22 | Squarepoint Ops LLC | 1,649,327 | $45M | +1,604,333 | +3565.7% | 2Q | SEC ↗ |
| 23 | Pacer Advisors, Inc. NEW | 1,646,246 | $45M | — | +0.0% | 1Q | SEC ↗ |
| 24 | MORGAN STANLEY | 1,641,435 | $45M | -515,328 | -23.9% | 8Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 1,584,505 | $43M | +488,418 | +44.6% | 8Q | SEC ↗ |
| 26 | Tidal Investments LLC | 1,524,823 | $42M | +316,374 | +26.2% | 7Q | SEC ↗ |
| 27 | Penserra Capital Management LLC | 1,432,897 | $39M | +617,760 | +75.8% | 8Q | SEC ↗ |
| 28 | Gotham Asset Management, LLC | 1,383,251 | $38M | +144,680 | +11.7% | 7Q | SEC ↗ |
| 29 | PRIVATE MANAGEMENT GROUP INC | 1,234,502 | $34M | -118,100 | -8.7% | 8Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 1,188,199 | $32M | +26,971 | +2.3% | 2Q | SEC ↗ |
| 31 | WEITZ INVESTMENT MANAGEMENT, INC. | 1,188,000 | $32M | -105,000 | -8.1% | 8Q | SEC ↗ |
| 32 | DEPRINCE RACE & ZOLLO INC NEW | 1,120,872 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 33 | THOMPSON SIEGEL & WALMSLEY LLC | 1,072,555 | $29M | -1,492,010 | -58.2% | 8Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,037,874 | $28M | +138,089 | +15.3% | 8Q | SEC ↗ |
| 35 | WITTENBERG INVESTMENT MANAGEMENT, INC. | 934,864 | $25M | -172,552 | -15.6% | 8Q | SEC ↗ |
| 36 | UBS Group AG | 911,488 | $25M | -269,388 | -22.8% | 8Q | SEC ↗ |
| 37 | Allianz Asset Management GmbH | 907,187 | $25M | +98,118 | +12.1% | 4Q | SEC ↗ |
| 38 | FIRST TRUST ADVISORS LP | 882,128 | $24M | -69,885 | -7.3% | 8Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 854,987 | $23M | -98,353 | -10.3% | 7Q | SEC ↗ |
| 40 | HBK INVESTMENTS L P | 848,845 | $23M | -315,358 | -27.1% | 3Q | SEC ↗ |
| 41 | TWO SIGMA INVESTMENTS, LP | 791,961 | $22M | -985,258 | -55.4% | 7Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 738,539 | $20M | -217,315 | -22.7% | 8Q | SEC ↗ |
| 43 | PRICE T ROWE ASSOCIATES INC /MD | 730,327 | $20M | +569,033 | +352.8% | 8Q | SEC ↗ |
| 44 | AMERIPRISE FINANCIAL INC | 728,508 | $20M | -1,686,491 | -69.8% | 8Q | SEC ↗ |
| 45 | Invesco Ltd. | 723,901 | $20M | +413,326 | +133.1% | 8Q | SEC ↗ |
| 46 | Empyrean Capital Partners, LP | 692,775 | $19M | — | +0.0% | 8Q | SEC ↗ |
| 47 | Hi-Line Capital Management, LLC | 677,658 | $18M | +9,981 | +1.5% | 8Q | SEC ↗ |
| 48 | DEUTSCHE BANK AG | 660,839 | $18M | +618,471 | +1459.8% | 8Q | SEC ↗ |
| 49 | ROYAL BANK OF CANADA | 652,397 | $18M | +553,232 | +557.9% | 8Q | SEC ↗ |
| 50 | UBS AM, a distinct business unit of UB | 642,939 | $18M | +28,377 | +4.6% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Boston Partners | 5,080,806 | $138M |
| J. Goldman & Co LP | 2,921,651 | $80M |
| NORGES BANK | 2,091,917 | $57M |
| Sixth Street Partners Management Co | 1,760,633 | $48M |
| Pacer Advisors, Inc. | 1,646,246 | $45M |
| DEPRINCE RACE & ZOLLO INC | 1,120,872 | $31M |
| PRINCIPAL FINANCIAL GROUP INC | 427,966 | $12M |
| Fund 1 Investments, LLC | 349,173 | $10M |
| PLUSTICK MANAGEMENT LLC | 270,000 | $7M |
| PEREGRINE CAPITAL MANAGEMENT LLC | 264,181 | $7M |
| Cannell & Spears LLC | 225,978 | $6M |
| Retirement Systems of Alabama | 194,970 | $5M |
| NOMURA ASSET MANAGEMENT INTERNATION | 170,537 | $5M |
| Waratah Capital Advisors Ltd. | 160,836 | $4M |
| IMC-Chicago, LLC | 111,330 | $3M |
| D.A. DAVIDSON & CO. | 91,342 | $2M |
| CAXTON ASSOCIATES LLP | 85,903 | $2M |
| Jupiter Topco LLC | 84,838 | $2M |
| PICTON MAHONEY ASSET MANAGEMENT | 84,046 | $2M |
| MUTUAL OF AMERICA CAPITAL MANAGEMEN | 69,866 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 1,565,725 | $43M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 901,000 | $25M |
| Alberta Investment Management Corp | 620,000 | $17M |
| MILLENNIUM MANAGEMENT LLC | 509,053 | $14M |
| Point72 Asset Management, L.P. | 355,082 | $10M |
| Ninety One UK Ltd | 342,090 | $9M |
| LMR Partners LLP | 186,049 | $5M |
| Qsemble Capital Management, LP | 182,710 | $5M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 166,515 | $5M |
| TWINBEECH CAPITAL LP | 158,776 | $4M |
| BANK OF NOVA SCOTIA | 150,000 | $4M |
| Paralel Advisors LLC | 118,658 | $3M |
| Jump Financial, LLC | 113,800 | $3M |
| PENN DAVIS MCFARLAND INC | 109,303 | $3M |
| Holocene Advisors, LP | 106,754 | $3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 106,402 | $3M |
| D. E. Shaw & Co., Inc. | 101,528 | $3M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 84,210 | $2M |
| FOX RUN MANAGEMENT, L.L.C. | 70,074 | $2M |
| Qube Research & Technologies Ltd | 63,731 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +7,977,045 | +82.9% | 17,602,229 |
| DIMENSIONAL FUND ADVISORS LP | +4,211,171 | +66.8% | 10,512,352 |
| STATE STREET CORP | +2,444,881 | +68.9% | 5,992,497 |
| Gates Capital Management, Inc. | +1,797,568 | +65.5% | 4,539,927 |
| Squarepoint Ops LLC | +1,604,333 | +3565.7% | 1,649,327 |
| Bank of New York Mellon Corp | +834,479 | +38.3% | 3,012,240 |
| DEUTSCHE BANK AG | +618,471 | +1459.8% | 660,839 |
| Penserra Capital Management LLC | +617,760 | +75.8% | 1,432,897 |
| PRICE T ROWE ASSOCIATES INC /MD | +569,033 | +352.8% | 730,327 |
| ROYAL BANK OF CANADA | +553,232 | +557.9% | 652,397 |
| NORTHERN TRUST CORP | +488,418 | +44.6% | 1,584,505 |
| Invesco Ltd. | +413,326 | +133.1% | 723,901 |
| AQR CAPITAL MANAGEMENT LLC | +407,401 | +13.6% | 3,396,308 |
| LSV ASSET MANAGEMENT | +400,492 | +12.4% | 3,620,469 |
| Kontiki Capital Management (HK) Ltd | +386,100 | +6.8% | 6,082,824 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +377,881 | +4.3% | 9,082,629 |
| RHUMBLINE ADVISERS | +330,564 | +178.5% | 515,725 |
| Tidal Investments LLC | +316,374 | +26.2% | 1,524,823 |
| WINTON GROUP Ltd | +282,863 | +1801.7% | 298,563 |
| ExodusPoint Capital Management, LP | +262,279 | +97.3% | 531,934 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SEIZERT CAPITAL PARTNERS, LLC | -1,830,730 | -99.5% | 10,092 |
| AMERIPRISE FINANCIAL INC | -1,686,491 | -69.8% | 728,508 |
| CANADA PENSION PLAN INVESTMENT BOAR | -1,495,991 | -38.7% | 2,364,933 |
| THOMPSON SIEGEL & WALMSLEY LLC | -1,492,010 | -58.2% | 1,072,555 |
| HSBC HOLDINGS PLC | -1,254,805 | -69.9% | 541,149 |
| TWO SIGMA INVESTMENTS, LP | -985,258 | -55.4% | 791,961 |
| GOLDMAN SACHS GROUP INC | -905,991 | -23.2% | 3,007,137 |
| JANE STREET GROUP, LLC | -598,956 | -98.3% | 10,538 |
| PRUDENTIAL FINANCIAL INC | -551,584 | -79.8% | 139,653 |
| MORGAN STANLEY | -515,328 | -23.9% | 1,641,435 |
| BARCLAYS PLC | -414,324 | -57.5% | 306,451 |
| BNP PARIBAS FINANCIAL MARKETS | -373,734 | -83.1% | 76,093 |
| HBK INVESTMENTS L P | -315,358 | -27.1% | 848,845 |
| UBS Group AG | -269,388 | -22.8% | 911,488 |
| READYSTATE ASSET MANAGEMENT LP | -240,344 | -54.7% | 198,950 |
| Mitsubishi UFJ Trust & Banking Corp | -225,053 | -88.1% | 30,296 |
| JPMORGAN CHASE & CO | -217,315 | -22.7% | 738,539 |
| Aequim Alternative Investments LP | -216,083 | -55.0% | 177,041 |
| Balyasny Asset Management L.P. | -206,625 | -72.9% | 76,664 |
| WITTENBERG INVESTMENT MANAGEMENT, I | -172,552 | -15.6% | 934,864 |