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Sirius XM Holdings

CUSIP: 531229AP7 | TRACE | 82 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Union Bancaire Privee, UBP SA575,000,000
0.0% of portfolio›$106
Mackay Shields LLC24,458,000
0.9% of portfolio›$26.1M
Calamos Advisors LLC14,388,000
0.0% of portfolio›$15.4M
Warberg Asset Management LLC9,500,000
1.3% of portfolio›$10.1M
Deutsche Bank Ag\5,726,000
0.0% of portfolio›$6.1M
Nykredit A/S2,250,000
0.0% of portfolio›$2.4M
Calamos Wealth Management LLC119,000
0.0% of portfolio›$127.1K
Crestwood Advisors Group, LLC115,000
0.0% of portfolio›$122.1K
Jefferies Financial Group Inc.102,000
0.0% of portfolio›$109.7K
Commonwealth Equity Services, LLC12,000
0.0% of portfolio›$12.7K
StyleTurnoverLocationFiled
Union Bancaire Privee, UBP SA
575,000,000$1060.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Mackay Shields LLC
24,458,000$26.1M0.9%Deep ValueLowNew York, NY2026-10-13
Calamos Advisors LLC
14,388,000$15.4M0.0%GrowthMediumNaperville, IL2026-11-02
Warberg Asset Management LLC
9,500,000$10.1M1.3%YieldHighWinnetka, IL2026-11-02
Deutsche Bank Ag\
5,726,000$6.1M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Nykredit A/S
2,250,000$2.4M0.0%CoreN/ANordhavn, Greece2026-11-06
Calamos Wealth Management LLC
119,000$127.1K0.0%GrowthMediumNaperville, IL2026-11-02
Crestwood Advisors Group, LLC
115,000$122.1K0.0%GrowthLowBoston, MA2026-10-27
Jefferies Financial Group Inc.
102,000$109.7K0.0%CoreVery HighNew York, NY2026-11-05
Commonwealth Equity Services, LLC
12,000$12.7K0.0%ETFLowWaltham, MA2026-11-02