Cross-institution positioning
Sep 3, 2026Reduction leaning. 1 exited across 1 comparable institution.
Source: Schedule 13 researchSIRI Institutional Ownership
SIRIUS XM HOLDINGS INC.
Latest stored close $26.51 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
48/100
2 tracked · 1 comparable
Latest filing
Sep 3, 2026
Positive breadth
1 positive · 1 negative
Recent close
$26.51
Research confidence
Limited
Institutional Research 32/100 · 0 accumulating · 1 reducing / exited
Ownership history
Reported ownership % history
Latest filing Sep 3, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
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Accumulating0
Newly reported1
Reducing / exited
1
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 48/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 1 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Institutional
44/100
Insiders
45/100
Fundamentals
63/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 9, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Jul 30, 20263 non-amendment material events in the last 90 days; 1 capital-related filing/event (1 equity-related, 0 debt-related); Latest classified evidence: Employee-plan securities registration. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 30, 2026Revenue +1.0% YoY; Net income +16.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 76% through its reported 52-week range; +25.9% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Vanguard Group.
Filed Sep 3, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Sep 3, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Berkshire Hathaway
Filed Nov 14, 2025
Direction locked
Vanguard Group
Filed Sep 3, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Berkshire Hathaway
Filed Nov 14, 2025
Vanguard Group
Filed Sep 3, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 9, 2026 | HARTENSTEIN EDDY W | GGift | Common Stock | 8.2K | $0.00 | Indirect | Sep 10, 2026 |
| Sep 9, 2026 | HARTENSTEIN EDDY W | GGift | Common Stock | 8.2K | $0.00 | Direct | Sep 10, 2026 |
| Aug 26, 2026 | Coughlin Zachary | AGrant, award, or other acquisition | Common Stock | 2.6K | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | Greenstein Scott Andrew | AGrant, award, or other acquisition | Common Stock | 177 | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | HARTENSTEIN EDDY W | AGrant, award, or other acquisition | Common Stock | 60 | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | MAFFEI GREGORY B | AGrant, award, or other acquisition | Common Stock | 60 | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | Rapino Michael | AGrant, award, or other acquisition | Common Stock | 60 | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | Salen Kristina | AGrant, award, or other acquisition | Common Stock | 60 | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | MALONE EVAN DANIEL | AGrant, award, or other acquisition | Common Stock | 60 | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | Mothner Eve | AGrant, award, or other acquisition | Common Stock | 1.5K | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | Stephenson Dave | AGrant, award, or other acquisition | Common Stock | 60 | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | Procope Jonelle | AGrant, award, or other acquisition | Common Stock | 60 | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | Sud Anjali | AGrant, award, or other acquisition | Common Stock | 60 | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | Witz Jennifer C | AGrant, award, or other acquisition | Common Stock | 1.4K | $0.00 | Direct | Aug 28, 2026 |
| Aug 26, 2026 | Zaslav David | AGrant, award, or other acquisition | Common Stock | 60 | $0.00 | Direct | Aug 28, 2026 |
| Aug 6, 2026 | Procope Jonelle | SOpen-market or private sale | Common Stock | 16.7K | $29.97 | Direct | Aug 7, 2026 |
| Jul 13, 2026 | HARTENSTEIN EDDY W | GGift | Common Stock | 6.7K | $0.00 | Indirect | Jul 14, 2026 |
| Jul 13, 2026 | HARTENSTEIN EDDY W | GGift | Common Stock | 6.7K | $0.00 | Direct | Jul 14, 2026 |
| May 29, 2026 | Zaslav David | AGrant, award, or other acquisition | Common Stock | 6.8K | $0.00 | Direct | Jun 2, 2026 |
| May 29, 2026 | Sud Anjali | AGrant, award, or other acquisition | Common Stock | 6.8K | $0.00 | Direct | Jun 2, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related1
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Jul 30, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Jul 30, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 30, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jun 1, 2026 | 8-K | 5.02, 5.07, 9.01 | Director or executive change; Shareholder vote results; Financial statements / exhibits | — | Filing |
| Apr 30, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Mar 10, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Mar 5, 2026 | 8-K | 1.01, 2.03, 8.01, 9.01 | Material definitive agreement; New direct financial obligation; Other event; Financial statements / exhibits | Debt | Filing |
| Mar 4, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Feb 27, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Feb 26, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Feb 5, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jan 29, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$2.2B
Q2 2026
+1.0% YoY 10-Q filed Jul 30, 2026
Operating income
$472.0M
Q2 2026
+29.3% YoY 10-Q filed Jul 30, 2026
Operating margin
21.9%
Q2 2026
+4.8 pts YoY 10-Q filed Jul 30, 2026
Net income
$239.0M
Q2 2026
+16.6% YoY 10-Q filed Jul 30, 2026
Diluted EPS
$0.70
Q2 2026
+22.8% YoY 10-Q filed Jul 30, 2026
Operating cash flow
$993.0M
YTD through Jun 30, 2026
+26.0% YoY 10-Q filed Jul 30, 2026
Free cash flow
$758.0M
YTD through Jun 30, 2026
+67.0% YoY 10-Q filed Jul 30, 2026
Cash & equivalents
$174.0M
As of Jun 30, 2026
+89.1% YoY 10-Q filed Jul 30, 2026
Assets
$27.2B
As of Jun 30, 2026
-0.5% YoY 10-Q filed Jul 30, 2026
Liabilities
$15.3B
As of Jun 30, 2026
-4.5% YoY 10-Q filed Jul 30, 2026
Stockholders’ equity
$11.9B
As of Jun 30, 2026
+5.1% YoY 10-Q filed Jul 30, 2026
Shares outstanding
337.1M
As of Jul 28, 2026
+0.1% YoY 10-Q filed Jul 30, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $2.2B | +1.0% |
| Ended Mar 31, 2026 | $2.1B | +1.1% |
| Ended Sep 30, 2025 | $2.2B | -0.6% |
| Ended Jun 30, 2025 | $2.1B | -1.8% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $8.6B | -1.6% |
| Ended Dec 31, 2024 | $8.7B | -2.8% |
| Ended Dec 31, 2023 | $9.0B | -0.6% |
| Ended Dec 31, 2022 | $9.0B | +3.5% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$29.52
View live quote ↗
52-week low
$19.77
Jan 29, 2026
52-week high
$32.66
Jul 29, 2026
Below 52-week high
9.6%
1W return
+2.5%
1M return
+3.7%
3M return
+7.5%
6M return
+34.2%
YTD return
+47.6%
1Y return
+25.9%
30-day volatility
31.3%
90-day volatility
31.2%
1Y max drawdown
-15.3%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 8 filing(s) · 5 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Sep 3, 2026 filed · 174d Schedule 13G amendment | Exit below reporting threshold | 0 -11 | 0.00% -12.00 pts | $21.99 | $29.96 | $26.51 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Reported reduction | 11 -19.7M | 12.00% +6.18 pts | $21.99 | $22.84 | $26.51 |
| Berkshire Hathaway CIK0001067983 | Sep 30, 2025 observed Nov 14, 2025 filed · 45d Schedule 13G amendment | Earliest Schedule 13G amendment found | 124.8M | 37.10% | $23.28 | $21.51 | $26.51 |
Explore more institutional activity
Related research
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