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SOBO — SOUTH BOW CORP

Reported value held$1.99B
Funds holding (latest)38
SectorEnergy
Funds holding (Q2 2026)32
Institutional value$1.40B · 44.97M sh
New / Add / Cut / Exit1 / 13 / 15 / 2
Top-5 / Top-10 concentration74.9% / 89.6%
Institutional holdings change Accumulating +6.8% (+2.86M sh)
Institutional value change Up +14.1%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 38 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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