SUN COMMUNITIES INC (SUI) Top Institutional Shareholders

SUN COMMUNITIES INC (SUI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $12.33B in SUI holdings during the latest filing period.

Dodge & Cox Stock Fund is currently the largest disclosed institutional shareholder of SUI tracked by InsiderSet, reporting ownership valued at approximately $1.80B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.74B, representing an estimated loss of -3.22% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed SUI value among the investors covered in this analysis. Major shareholders include Dodge & Cox Stock Fund, Blackrock, Inc., Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in SUN COMMUNITIES INC (SUI).

This page ranks the largest institutional SUI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

506

Total Reported Value

$12.33B

Largest Holder

Dodge & Cox Stock Fund

Largest Position

$1.80B

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

49

Funds Exiting Positions

0

Page 1 of 11
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Dodge & Cox Stock FundV. D. Dodge, E. M. Cox0.99%14,266,030$1,796,949,139$1,739,029,057-$57,920,082-3.22%
Blackrock, Inc.0.03%12,681,528$1,597,365,324$1,545,878,263-$51,487,061-3.22%
Vanguard Portfolio Management Llc0.07%10,168,892$1,280,873,636$1,239,587,935-$41,285,701-3.22%
Wellington Management Group Llp0.14%5,842,918$735,973,951$712,251,704-$23,722,247-3.22%
Vanguard Capital Management Llc0.02%5,453,074$686,869,201$664,729,721-$22,139,480-3.22%
State Street Corp0.02%5,213,224$662,436,611$635,492,006-$26,944,605-4.07%
Fmr Llc0.03%4,983,816$627,761,539$607,527,170-$20,234,369-3.22%
Geode Capital Management, Llc0.02%2,385,877$299,703,114$290,838,406-$8,864,708-2.96%
Dimensional Fund Advisors Lp0.05%1,812,301$228,279,844$220,919,492-$7,360,352-3.22%
Daiwa Securities Group Inc.0.64%1,768,350$222,741,366$215,561,865-$7,179,501-3.22%
Charles Schwab Investment Management Inc0.03%1,526,108$192,228,564$186,032,565-$6,195,999-3.22%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.04%1,504,752$189,538,562$183,429,269-$6,109,293-3.22%
Deutsche Bank Ag\0.05%1,235,421$155,613,629$150,597,820-$5,015,809-3.22%
Nuveen, Llc0.04%1,124,291$141,615,695$137,051,073-$4,564,622-3.22%
Legal & General Group Plc0.03%1,076,405$135,583,972$131,213,770-$4,370,203-3.22%
Northern Trust Corp0.02%1,038,383$130,794,724$126,578,888-$4,215,836-3.22%
Canada Pension Plan Investment Board0.08%1,030,991$129,863,626$125,677,803-$4,185,823-3.22%
Russell Investments Group, Ltd.0.13%974,982$122,809,131$118,850,306-$3,958,825-3.22%
Morgan Stanley0.01%806,642$101,604,707$98,329,660-$3,275,047-3.22%
Sei Investments Co0.09%771,978$97,238,328$94,104,118-$3,134,210-3.22%
Vanguard Fiduciary Trust Co0.02%730,287$91,986,951$89,021,985-$2,964,966-3.22%
Bank Of New York Mellon Corp0.02%682,504$85,968,183$83,197,238-$2,770,945-3.22%
Hsbc Holdings Plc0.05%601,525$75,822,594$73,325,898-$2,496,697-3.29%
Citadel Advisors Llc0.05%579,938$73,048,991$70,694,442-$2,354,549-3.22%
Bank Of America Corp0.01%568,513$71,609,960$69,301,735-$2,308,225-3.22%
Cbre Investment Management Listed Real Assets Llc1.00%536,746$67,608,526$65,429,337-$2,179,189-3.22%
Susquehanna International Group, Llp0.08%509,346$64,157,222$62,089,277-$2,067,945-3.22%
Sumitomo Mitsui Trust Group, Inc.0.04%435,388$54,841,472$53,073,797-$1,767,675-3.22%
Qube Research & Technologies Ltd0.08%427,964$53,906,345$52,168,812-$1,737,533-3.22%
Balyasny Asset Management L.P.0.10%421,928$53,146,051$51,433,023-$1,713,028-3.22%
Swiss National Bank0.03%362,860$45,705,846$44,232,634-$1,473,212-3.22%
Storebrand Asset Management As0.01%283,938$42,168,894$34,612,042-$7,556,852-17.92%
Vision Capital Corp22.75%330,796$41,667,064$40,324,032-$1,343,032-3.22%
American Century Companies Inc0.02%325,196$40,961,688$39,641,392-$1,320,296-3.22%
Amundi0.01%312,099$39,311,991$38,044,868-$1,267,123-3.22%
Apg Asset Management Us Inc.0.30%307,048$39,111,774$37,429,151-$1,682,623-4.30%
Ubs Group Ag0.01%297,862$37,518,698$36,309,378-$1,209,320-3.22%
First Trust Advisors Lp0.03%282,142$35,538,625$34,393,110-$1,145,515-3.22%
Land & Buildings Investment Management, Llc5.87%275,705$34,727,802$33,608,440-$1,119,363-3.22%
Cramer Rosenthal Mcglynn Llc2.48%268,485$33,818,371$32,728,322-$1,090,050-3.22%
Prudential Financial Inc0.04%264,183$33,276,490$32,203,908-$1,072,582-3.22%
Franklin Resources Inc0.01%262,017$33,003,663$31,939,872-$1,063,791-3.22%
Invesco Ltd.0.01%260,772$32,846,853$31,788,107-$1,058,746-3.22%
Universal- Beteiligungs- Und Servicegesellschaft Mbh0.06%259,889$32,741,064$31,680,469-$1,060,595-3.24%
California Public Employees Retirement System0.02%257,182$32,394,645$31,350,486-$1,044,159-3.22%
Marshall Wace, Llp0.03%235,675$29,685,624$28,728,783-$956,842-3.22%
Whittier Trust Co0.33%227,245$29,050,990$27,701,166-$1,349,825-4.65%
Mitsubishi Ufj Asset Management Co., Ltd.0.02%225,803$28,442,146$27,525,386-$916,760-3.22%
Vanguard Asset Management, Ltd0.02%221,715$27,927,221$27,027,059-$900,163-3.22%
Asset Management One Co., Ltd.0.08%221,336$27,879,483$26,980,858-$898,625-3.22%

Frequently asked questions about SUI

  • Who owns the most SUI stock?

    The largest holders of SUI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SUN COMMUNITIES INC (SUI).

  • Is SUI widely held by superinvestors?

    Many widely followed stocks like SUI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SUI is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.