South Bow SOBO Institutional Ownership

NYSE SOBO

$33.14 -0.10 (-0.30%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

306 Institutions

Increased 127 41.5%

Unchanged 87 28.4%

Reduced 92 30.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

62.29%

▼-1.21 pp QoQ

Shares Held by Institutions

129.70Mn

of 208.20Mn outstanding

▲+8.19% QoQ

Shares Outstanding

208.20Mn

78.50Mn held outside 13F filers

Institutional Investors

306

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+9.82Mn

accumulated since last quarter

Value of Holdings

$4.30Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

South Bow Corp (NYSE:SOBO) has 306 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 62.3% of South Bow's outstanding shares in June 2026, down from 63.5% in March 2026.
They increased total shares held in South Bow by 8.19% from the prior quarter, while the number of investors in SOBO increased 6.62% year over year.
Among the 306 funds, 127 bought more South Bow shares, 92 sold down, and 87 held their ground.
Institutional investors collectively held 129.7Mn shares in South Bow as of June 2026, up by 9.82Mn shares quarter on quarter, and down 19.8Mn shares year over year.
FMR LLC leads ownership in SOBO with 21.89Mn shares as of June 30, 2026, equal to 10.52% of outstanding shares.
The biggest buyers of South Bow for the quarter ending June 2026 included FMR LLC (12.22Mn), MACKENZIE FINANCIAL CORP (2.04Mn), AMERICAN CENTURY COMPANIES INC (1.22Mn), Bank Of America Corp /De/ (763.79K), NORGES BANK (759.44K).
Leading sellers of South Bow shares for the quarter ending June 2026 were Capital International Investors (3.46Mn), CANADA PENSION PLAN INVESTMENT BOARD (2.14Mn), Royal Bank Of Canada (1.84Mn), Bank Of Montreal /Can/ (1.04Mn), TD ASSET MANAGEMENT INC (726.85K).
Per Business Quant data, the top 10 holders of South Bow for the quarter ending June 2026 are FMR LLC (21.89Mn), Royal Bank Of Canada (14.57Mn), Clearbridge Investments, LLC (8.86Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.05Mn), Bank Of Montreal /Can/ (5.55Mn), PRICE T ROWE ASSOCIATES INC /MD/ (5.24Mn), THORNBURG INVESTMENT MANAGEMENT INC (3.72Mn), CIBC WORLD MARKET INC. (3.4Mn), DIMENSIONAL FUND ADVISORS LP (3.04Mn), Connor, Clark & Lunn Investment Management Ltd. (2.78Mn).

Form 13F Holdings

305 Institutional Holders

Report period 30 Jun, 2026

Total shares held 129.70Mn

Of outstanding 62.29%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	21,894,771	10.52%	▲12,223,172	+126.38%	$771.30Mn
2	Royal Bank Of Canada	0001000275	14,568,356	7.00%	▼1,835,027	-11.19%	$513.39Mn
3	Clearbridge Investments, LLC	0001348883	8,855,108	4.25%	▲185,151	+2.14%	$312.05Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,048,601	2.91%	▲80,602	+1.35%	$213.07Mn
5	Bank Of Montreal /Can/	0000927971	5,554,724	2.67%	▼1,038,025	-15.74%	$195.48Mn
6	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	5,244,591	2.52%	▲7,481	+0.14%	$184.82K
7	THORNBURG INVESTMENT MANAGEMENT INC	0001145020	3,721,332	1.79%	▲88,457	+2.43%	$130.97Mn
8	CIBC WORLD MARKET INC.	0001421224	3,403,902	1.63%	▼35,358	-1.03%	$119.80Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	3,043,017	1.46%	▲128,403	+4.41%	$107.24Mn
10	Connor, Clark & Lunn Investment Management Ltd.	0001596800	2,779,943	1.34%	▼13,614	-0.49%	$97.83Mn
11	Bank Of America Corp /De/	0000070858	2,757,560	1.32%	▲763,792	+38.31%	$97.18Mn
12	MACKENZIE FINANCIAL CORP	0000919859	2,535,573	1.22%	▲2,039,298	+410.92%	$126.68Mn
13	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	2,157,673	1.04%	▼76,732	-3.43%	$76.04Mn
14	AMERICAN CENTURY COMPANIES INC	0000748054	2,132,078	1.02%	▲1,222,336	+134.36%	$75.11Mn
15	TD Waterhouse Canada Inc.	0001999606	1,946,786	0.94%	▲16,097	+0.83%	$67.11Mn
16	VANGUARD FIDUCIARY TRUST CO	0000933478	1,844,124	0.89%	▲21,847	+1.20%	$64.96Mn
17	Legal & General Group Plc	0000764068	1,784,790	0.86%	▲23,605	+1.34%	$62.85Mn
18	Goldman Sachs Group Inc	0000886982	1,781,923	0.86%	▲372,004	+26.38%	$62.79Mn
19	SCOTIA CAPITAL INC.	0001335644	1,753,475	0.84%	▼35,383	-1.98%	$61.66Mn
20	TD ASSET MANAGEMENT INC	0001056053	1,648,279	0.79%	▼726,848	-30.60%	$58.04Mn

Showing 1 to 20 of 305 holders