SUM (SUM) Institutional Ownership
None of the superinvestors we track currently report SUM in their latest SEC Form 13F filings.
13F filings cover institutional equity holdings and are reported quarterly with a delay. This stock may still have insider Form 4 activity or appear in future filings.
When tracked funds report positions in SUM, this page will show institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance.
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q4 2024 | 2 | $15,342,173 | 303,205 |
| Q3 2024 | 1 | $7,471,396 | 191,427 |
| Q2 2024 | 1 | $7,061,264 | 192,878 |
| Q1 2024 | 1 | $13,825 | 310,178 |
| Q4 2023 | 1 | $976 | 25,378 |
| Q3 2023 | 1 | $11,403 | 366,178 |
| Q1 2023 | 1 | $552 | 19,378 |
| Q4 2021 | 1 | $819 | 20,402 |
| Q1 2021 | 1 | $1,925 | 68,702 |
| Q4 2020 | 1 | $10,177 | 506,802 |
| Q3 2020 | 2 | $16,869 | 1,019,869 |
| Q1 2020 | 1 | $549 | 36,615 |
Related SUM Institutional Insights:
- SUM Institutional Ownership & Insiders Activity
- SUM Institutional Ownership & 13F Activity
- SUM Top Institutional Shareholders
- SUM Institutional Buying Activity
- SUM Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SUM Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings