SASR — SANDY SPRING BANCORP INC
Reported value held$485.02M
Funds holding (latest)40
Sector—
SASR (SANDY SPRING BANCORP INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 40 funds have reported positions historically, with the sum of their latest reported stakes valued at $485.02M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q1 2025 | 4.23M | $118.16M | 0.00% | Hold |
| Vanguard Group history | Q1 2025 | 2.70M | $75.56M | 0.00% | Add |
| Franklin Resources history | Q1 2025 | 1.85M | $51.63M | 0.01% | Hold |
| Millennium Management history | Q1 2025 | 1.09M | $30.56M | 0.02% | Add |
| Geode Capital Management history | Q1 2025 | 1.05M | $29.08M | 0.00% | Reduce |
| MFS Investment Management history | Q1 2025 | 915.46K | $25.59M | 0.01% | Reduce |
| Balyasny Asset Management history | Q1 2025 | 825.59K | $23.08M | 0.04% | Add |
| Charles Schwab Investment Management history | Q1 2025 | 664.80K | $18.58M | 0.00% | Reduce |
| Wellington Management Group history | Q1 2025 | 657.88K | $18.39M | 0.00% | Add |
| Goldman Sachs Group history | Q1 2025 | 629.63K | $17.60M | 0.00% | Hold |
| Two Sigma Investments history | Q1 2025 | 328.28K | $9.18M | 0.02% | Add |
| Citigroup Inc history | Q1 2025 | 277.31K | $7.75M | 0.00% | Add |
| BNY Mellon history | Q1 2025 | 260.00K | $7.27M | 0.00% | Reduce |
| Morgan Stanley history | Q1 2025 | 246.82K | $6.90M | 0.00% | Reduce |
| Principal Global Investors history | Q1 2023 | 236.09K | $6.13M | 0.00% | Add |
| Bank of America Corp history | Q1 2025 | 213.04K | $5.95M | 0.00% | Reduce |
| Prudential Financial history | Q3 2024 | 157.77K | $4.95M | 0.01% | Add |
| Invesco Ltd history | Q4 2024 | 134.01K | $4.52M | 0.00% | Add |
| Norges Bank Investment Management history | Q4 2024 | 116.31K | $3.92M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q1 2025 | 136.80K | $3.82M | 0.00% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.23M | 4.23M | 4.23M |
| Vanguard Group | 2.57M | 2.56M | 2.51M | 2.48M | 2.74M | 2.78M | 2.80M | 2.84M | 2.65M | 2.62M | 2.63M | 2.67M | 2.67M | 2.70M | 2.76M | 2.69M | 2.70M |
| Franklin Resources | — | — | — | — | — | — | — | — | — | 53.31K | 36.07K | 23.32K | 20.40K | 655.91K | 1.27M | 1.85M | 1.85M |
| Millennium Management | — | — | 8.08K | — | 78.75K | 111.64K | 284.52K | 184.72K | — | — | 24.11K | 40.38K | 254.17K | 20.61K | — | 392.20K | 1.09M |
| Geode Capital Management | — | — | 830.11K | 816.04K | 829.33K | 822.55K | 816.28K | 847.74K | 883.96K | 918.10K | 935.29K | 982.64K | 996.82K | 1.04M | 1.07M | 1.06M | 1.05M |
| MFS Investment Management | — | 615.42K | 725.53K | 756.40K | — | 791.79K | 808.65K | 830.20K | 804.13K | 839.70K | 849.92K | 854.77K | 745.54K | 732.34K | 807.94K | 937.53K | 915.46K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | 13.91K | 36.44K | 49.07K | — | — | 208.45K | 181.07K | 665.58K | 825.59K |
| Charles Schwab Investment Management | — | — | 396.69K | 393.06K | 399.33K | 404.15K | 414.52K | 430.36K | 451.32K | 492.09K | 540.25K | 580.63K | 633.55K | 668.81K | 679.92K | 684.71K | 664.80K |
| Wellington Management Group | — | — | 165.25K | 163.19K | 154.20K | 151.20K | 138.40K | 132.70K | 185.95K | 177.37K | 269.55K | 313.53K | 333.09K | 697.90K | 819.48K | 593.53K | 657.88K |
| Goldman Sachs Group | — | — | 60.54K | 61.85K | 91.17K | 127.07K | 136.47K | 125.06K | 195.55K | 226.84K | 230.67K | 276.21K | 346.92K | 508.91K | 510.83K | 627.16K | 629.63K |
| Two Sigma Investments | — | — | — | — | — | 9.05K | 14.65K | 54.45K | 11.09K | — | 102.15K | 37.67K | 183.69K | 240.89K | 230.57K | 261.70K | 328.28K |
| Citigroup Inc | — | — | 8.20K | 14.20K | 4.64K | 5.13K | 2.92K | 2.05K | 8.33K | 51.81K | 31.67K | 50.20K | 47.73K | 67.73K | 64.86K | 244.28K | 277.31K |
| BNY Mellon | — | — | 608.91K | 545.83K | 321.62K | 292.81K | 306.22K | 338.05K | 330.97K | 346.31K | 355.75K | 406.91K | 379.40K | 384.73K | 351.88K | 399.19K | 260.00K |
| Morgan Stanley | — | — | 143.13K | 144.84K | 114.27K | 229.66K | 199.57K | 175.70K | 189.40K | 413.99K | 346.50K | 362.68K | 379.27K | 550.62K | 402.06K | 313.88K | 246.82K |
| Bank of America Corp | — | — | 254.80K | 253.89K | 260.00K | 287.23K | 259.81K | 321.16K | 317.88K | 287.84K | 353.21K | 353.09K | 372.22K | 379.18K | 260.39K | 245.73K | 213.04K |
| JPMorgan Chase & Co | — | — | 197.66K | 226.11K | 224.74K | 229.60K | 181.35K | 124.25K | 21.55K | 81.62K | 76.05K | 59.50K | 43.14K | 35.86K | 70.60K | 102.36K | 136.80K |
| AQR Capital Management | — | — | 12.90K | 11.70K | 13.13K | 12.28K | 36.57K | 81.06K | 93.41K | 79.78K | 405.82K | 479.10K | 447.69K | 473.24K | 280.87K | 139.81K | 130.28K |
| D. E. Shaw & Co | — | — | — | — | 19.32K | 35.76K | 59.88K | 43.28K | 31.40K | — | 70.79K | 41.29K | 232.26K | 219.10K | 38.40K | — | 57.83K |
| PNC Financial Services | — | — | 42.91K | 45.55K | 64.09K | 66.51K | 64.99K | 64.80K | 51.45K | 50.86K | 49.30K | 50.88K | 51.59K | 52.61K | 52.61K | 52.34K | 52.38K |
| Citadel Advisors | — | — | — | 7.89K | 4.70K | 31.89K | 64.29K | 156.10K | 101.08K | 314.63K | 75.88K | — | 74.53K | 100.24K | 226.73K | 19.17K | 50.84K |