SOBO — SOUTH BOW CORP
As of Q2 2026, 32 SEC-registered investment managers reported holding SOBO (SOUTH BOW CORP) in their latest 13F filings, with a combined reported value of $1.40B across 44.97M shares. That is +6.8% by share count (+2.86M shares) versus the previous quarter, while reported value moved +14.1%. Ownership is concentrated: the five largest holders account for 74.9% of reported value and the top ten for 89.6%.
Compared with the prior quarter, 1 opened new positions, 13 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SOBO is classified in the Energy sector.
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 |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 21.89M | $771.30M | 0.04% | Add |
| Capital Research Global Investors history | Q1 2026 | 10.28M | $341.95M | 0.05% | New |
| Vanguard Group history | Q4 2025 | 8.67M | $238.39M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 2.76M | $97.18M | 0.01% | Add |
| Legal & General Investment Management America history | Q2 2026 | 1.78M | $62.85M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.78M | $62.79M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 1.63M | $57.31M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 1.29M | $45.42M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 1.22M | $43.10M | 0.03% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 1.21M | $42.50M | 0.02% | Add |
| Manulife Financial history | Q2 2026 | 1.17M | $41.22M | 0.03% | Reduce |
| Geode Capital Management history | Q2 2026 | 849.37K | $33.01M | 0.00% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 759.45K | $26.73M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 540.88K | $19.05M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 486.64K | $17.15M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 442.84K | $15.89M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 336.96K | $11.87M | 0.00% | Reduce |
| Fidelity International (FIL) history | Q2 2026 | 293.63K | $10.34M | 0.01% | Hold |
| UBS Group AG history | Q2 2026 | 263.47K | $9.28M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 154.60K | $5.44M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 442.84K sh · $15.89M
Fully Exited (vs previous quarter)
- Capital Research Global Investors sold 10.28M sh · $341.95M
- Arrowstreet Capital sold 12.04K sh · $401.11K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 19.55M | 19.40M | 13.39M | 13.65M | 10.08M | 9.67M | 21.89M |
| Bank of America Corp | 2.11M | 1.94M | 2.24M | 2.35M | 1.62M | 1.99M | 2.76M |
| Legal & General Investment Management America | 2.33M | 2.39M | 2.15M | 2.05M | 1.86M | 1.76M | 1.78M |
| Goldman Sachs Group | 9.34M | 3.85M | 6.73M | 2.30M | 1.05M | 1.41M | 1.78M |
| Morgan Stanley | 795.15K | 839.02K | 751.46K | 1.55M | 1.51M | 1.33M | 1.63M |
| Invesco Ltd | 760.82K | 1.62M | 1.56M | 1.51M | 1.52M | 1.52M | 1.29M |
| Two Sigma Investments | 583.34K | 423.90K | 147.72K | 770.91K | 765.93K | 1.39M | 1.22M |
| D. E. Shaw & Co | 335.79K | 182.73K | 202.63K | 484.23K | 149.23K | 522.77K | 1.21M |
| Manulife Financial | 1.46M | 1.38M | 1.38M | 1.41M | 1.37M | 1.29M | 1.17M |
| Geode Capital Management | 203.78K | 160.51K | 172.49K | 204.64K | 692.54K | 879.12K | 849.37K |
| Norges Bank Investment Management | 869.29K | — | 1.01M | — | 893.18K | — | 759.45K |
| Charles Schwab Investment Management | 536.06K | 498.36K | 421.69K | 441.99K | 441.20K | 484.38K | 540.88K |
| BlackRock Inc | 153.56K | 149.06K | 160.04K | 187.24K | 279.36K | 200.17K | 486.64K |
| JPMorgan Chase & Co | 181.78K | 284.52K | 39.13K | 118.99K | 57.61K | — | 442.84K |
| Citadel Advisors | 196.16K | 75.06K | 48.84K | 41.02K | 700.20K | 459.82K | 336.96K |
| Fidelity International (FIL) | 670.25K | 341.63K | 270.63K | 270.63K | 293.63K | 293.63K | 293.63K |
| UBS Group AG | 133.38K | 277.46K | 195.86K | 117.98K | 125.36K | 169.72K | 263.47K |
| Franklin Resources | 150.42K | 147.78K | 93.39K | 121.05K | 132.89K | 167.51K | 154.60K |
| CPP Investments | 2.69M | 2.05M | 1.70M | 1.33M | 1.65M | 2.30M | 154.40K |
| Millennium Management | — | — | 42.43K | 44.50K | 240.47K | 222.37K | 111.84K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details