Ticker · CUSIP 85208M102
Holders (tracked)
24
Combined shares
13,438,254
Combined value
$1.04B
Last close
$73.19
Quarter
2025Q4
Tracked holders · last 8 quarters
+9 vs previous quarter over the last 8.
Price is -5.0% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
26 events
- Ken Griffin (Citadel Advisors) added2026-02-17+2,035,486 shares · 2025Q413F
- +601,886 shares · 2025Q413F
- +133,900 shares · 2025Q413F
- T. Rowe Price added2026-02-17+20,914 shares · 2025Q413F
- AQR Capital Management added2026-02-17+689,961 shares · 2025Q413F
- D.E. Shaw & Co. trimmed2026-02-17−1,416,997 shares · 2025Q413F
- Two Sigma Investments trimmed2026-02-17−692,226 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) trimmed2026-02-17−912,208 shares · 2025Q413F
- Steve Cohen (Point72) opened position2026-02-17+1,729,336 shares · 2025Q413F
- Wellington Management trimmed2026-02-17−696,484 shares · 2025Q413F
- Ray Dalio (Bridgewater Associates) added2026-02-13+36,119 shares · 2025Q413F
- Renaissance Technologies trimmed2026-02-12−1,303,970 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+2,025,830 shares · 2025Q413F
- −145,921 shares · 2025Q313F
- AQR Capital Management trimmed2025-11-14−165,633 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) added2025-11-14+510,657 shares · 2025Q313F
- Steve Cohen (Point72) exited2025-11-14−530,827 shares · 2025Q313F
- Two Sigma Investments added2025-11-14+844,717 shares · 2025Q313F
- D.E. Shaw & Co. added2025-11-14+96,697 shares · 2025Q313F
- Lee Ainslie (Maverick Capital) exited2025-11-14−10,419 shares · 2025Q313F
- T. Rowe Price trimmed2025-11-14−31,143 shares · 2025Q313F
- Wellington Management added2025-11-14+322,180 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−1,203,108 shares · 2025Q313F
- −56,073 shares · 2025Q313F
- Renaissance Technologies added2025-11-13+52,000 shares · 2025Q313F
- Norges Bank (Norway SWF) added2025-11-12+310,593 shares · 2024Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of SFM…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2016Q1 | $1.29 | +5585.0% | $32.6M |
| Renaissance Technologies | 2016Q2 | $31.21 | +134.5% | $203.5M |
| Philippe Laffont (Coatue) | 2018Q1 | $78.45 | -6.7% | $44.1M |
| Steve Cohen (Point72) | 2016Q3 | $79.69 | -8.2% | $4.1M |
| Steve Cohen (Point72) | 2016Q3 | $79.69 | -8.2% | $4.1M |
| Steve Cohen (Point72) | 2016Q3 | $79.69 | -8.2% | $4.1M |
| Izzy Englander (Millennium Mgmt) | 2016Q1 | $79.75 | -8.2% | $36.3M |
| Izzy Englander (Millennium Mgmt) | 2016Q1 | $79.75 | -8.2% | $36.3M |
| Izzy Englander (Millennium Mgmt) | 2016Q1 | $79.75 | -8.2% | $36.3M |
| Two Sigma Investments | 2016Q1 | $80.11 | -8.6% | $410K |
| Two Sigma Investments | 2016Q1 | $80.11 | -8.6% | $410K |
| Two Sigma Investments | 2016Q1 | $80.11 | -8.6% | $410K |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $83.29 | -12.1% | $20.4M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $83.29 | -12.1% | $20.4M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $83.29 | -12.1% | $20.4M |
| D.E. Shaw & Co. | 2016Q1 | $84.02 | -12.9% | $14.2M |
| D.E. Shaw & Co. | 2016Q1 | $84.02 | -12.9% | $14.2M |
| D.E. Shaw & Co. | 2016Q1 | $84.02 | -12.9% | $14.2M |
| AQR Capital Management | 2017Q3 | $97.83 | -25.2% | $75.7M |
| Paul Tudor Jones (Tudor Investment) | 2016Q1 | $122.95 | -40.5% | $6.4M |
| Paul Tudor Jones (Tudor Investment) | 2016Q1 | $122.95 | -40.5% | $6.4M |
| Wellington Management | 2016Q1 | $127.62 | -42.6% | $549K |
| Ray Dalio (Bridgewater Associates) | 2021Q2 | $127.64 | -42.7% | $12.5M |
| Norges Bank (Norway SWF) | 2016Q1 | $161.28 | -54.6% | $148.3M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions4
- Norges Bank (Norway SWF)+2,025,830$161.4M
- Steve Cohen (Point72)+1,729,336$137.8M
- Philippe Laffont (Coatue)+601,886$48.0M
- Paul Tudor Jones (Tudor Investment)+133,900$10.7M
Added to4
- Ken Griffin (Citadel Advisors)+2,035,486$162.2M
- AQR Capital Management+689,961$55.0M
- Ray Dalio (Bridgewater Associates)+36,119$2.9M
- T. Rowe Price+20,914$2K
Trimmed5
- D.E. Shaw & Co.−1,416,997$112.9M
- Renaissance Technologies−1,303,970$103.9M
- Izzy Englander (Millennium Mgmt)−912,208$72.7M
- Wellington Management−696,484$55.5M
- Two Sigma Investments−692,226$55.1M
Exited0
—
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 15 | $33.60B |
| 2022Q2 | 15 | $10.44B |
| 2022Q3 | 16 | $16.5M |
| 2022Q4 | 15 | $503.8M |
| 2023Q1 | 16 | $571.3M |
| 2023Q2 | 16 | $637.5M |
| 2023Q3 | 15 | $802.4M |
| 2023Q4 | 13 | $837.7M |
| 2024Q1 | 14 | $985.2M |
| 2024Q2 | 17 | $1.85B |
| 2024Q3 | 20 | $1.13B |
| 2024Q4 | 18 | $1.20B |
| 2025Q1 | 20 | $1.45B |
| 2025Q2 | 21 | $1.84B |
| 2025Q3 | 15 | $1.11B |
| 2025Q4 | 24 | $1.04B |
Congress members trading this stock
| Date | Member | Type | Amount range | Filing |
|---|---|---|---|---|
| 2025-10-31 | Lisa McClain | Sell | $1K – $15K | PDF ↗ |
| 2025-10-30 | Lisa McClain | Sell | $1K – $15K | PDF ↗ |
| 2025-10-30 | Lisa McClain | Buy | $1K – $15K | PDF ↗ |
| 2025-09-25 | Lisa McClain | Buy | $1K – $15K | PDF ↗ |
| 2025-07-10 | Lisa McClain | Sell | $1K – $15K | PDF ↗ |
| 2025-06-11 | Lisa McClain | Buy | $1K – $15K | PDF ↗ |
Who owns SFM
24 super-investors · 2025Q4
Tracked stake
13.44M
shares
Combined value
$1.04B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New7Added6Trim11
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Renaissance Technologies | 2.78M | $221M |
| 2 | Ken Griffin Citadel Advisors | 2.24M | $179M |
| 3 | Norges Bank Norway SWF | 2.03M | $161M |
| 4 | Steve Cohen Point72 | 1.73M | $138M |
| 5 | AQR Capital Management | 1.03M | $82M |
| 6 | Two Sigma Investments | 608.6K | $48M |
| 7 | Philippe Laffont Coatue | 601.9K | $48M |
| 8 | Izzy Englander Millennium Mgmt | 496.6K | $40M |
| 9 | Ken Griffin Citadel Advisors | 293.4K | $23M |
| 10 | Ken Griffin Citadel Advisors | 278.3K | $22M |
| 11 | D.E. Shaw & Co. | 251.8K | $20M |
| 12 | D.E. Shaw & Co. | 194.2K | $15M |
| 13 | Ray Dalio Bridgewater Associates | 171.1K | $14M |
| 14 | Paul Tudor Jones Tudor Investment | 87.5K | $7M |
| 15 | Steve Cohen Point72 | 56.0K | $4M |
| 16 | Paul Tudor Jones Tudor Investment | 46.4K | $4M |
| 17 | D.E. Shaw & Co. | 36.7K | $3M |
| 18 | Izzy Englander Millennium Mgmt | 30.9K | $2M |
| 19 | Wellington Management | 7.5K | $598K |
| 20 | Two Sigma Investments | 5.6K | $446K |
| 21 | Two Sigma Investments | 5.6K | $446K |
| 22 | Steve Cohen Point72 | 3.9K | $311K |
| 23 | Izzy Englander Millennium Mgmt | 3.9K | $311K |
| 24 | T. Rowe Price | 445.3K | $35K |
Recent moves
20 transactions
- +20,914 · 2025Q4
- +689,961 · 2025Q4
- −692,226 · 2025Q4
- +601,886 · 2025Q4
- TRIMD.E. Shaw & Co.−1,416,997 · 2025Q4
- +1,729,336 · 2025Q4
- −912,208 · 2025Q4
- −696,484 · 2025Q4
- +2,035,486 · 2025Q4
- +133,900 · 2025Q4
- +36,119 · 2025Q4
- −1,303,970 · 2025Q4
- +2,025,830 · 2025Q4
- −145,921 · 2025Q3
- −530,827 · 2025Q3
- +510,657 · 2025Q3
- +844,717 · 2025Q3
- +96,697 · 2025Q3
- −10,419 · 2025Q3
- TRIMT. Rowe Price−31,143 · 2025Q3
Embed this chart
Paste this iframe anywhere to embed the live SFM chart.
<iframe src="https://openstocks.me/embed/stock/SFM" width="100%" height="480" frameborder="0" loading="lazy" title="SFM chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>