South Bow Ownership | Who Owns South Bow?
South Bow Ownership Summary
South Bow is owned by 63.35% institutional investors, 0.08% insiders, and 36.57% retail investors. Royal bank of canada is the largest institutional shareholder, holding 7.88% of SOBO shares. American Funds Capital Income Bldr A is the top mutual fund, with 5.26% of its assets in South Bow shares.
SOBO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | South Bow | 63.35% | 0.08% | 36.57% |
| Sector | Energy Stocks | 40.30% | 15.35% | 44.34% |
| Industry | Oil & Gas Midstream Stocks | 36.09% | 18.61% | 45.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Royal bank of canada | 16.40M | 7.88% | $546.56M |
| Capital research global investors | 10.28M | 4.94% | $341.95M |
| Fmr | 9.67M | 4.65% | $321.78M |
| Clearbridge investments | 8.67M | 4.16% | $288.88M |
| Vanguard group | 8.67M | 4.16% | $238.39M |
| Bank of montreal /can/ | 6.59M | 3.17% | $219.37M |
| Clearbridge investments | 6.05M | 2.91% | $156.72M |
| Price t rowe associates inc /md/ | 5.24M | 2.52% | $174.50M |
| Capital investors | 4.31M | 2.07% | $143.51M |
| Thornburg investment management | 3.63M | 1.74% | $120.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Portland investment counsel | 970.06K | 10.36% | $32.27M |
| Murchinson | 1.73M | 7.27% | $57.48M |
| Heathbridge capital management | 337.20K | 4.07% | $11.20M |
| Clearbridge investments | 6.05M | 3.44% | $156.72M |
| Recurrent investment advisors | 1.16M | 2.33% | $38.68M |
| Viewpoint investment partners | 159.52K | 1.82% | $5.27M |
| Ausbil investment management | 92.77K | 1.48% | $3.26M |
| Cushing asset management, lp | 865.50K | 1.43% | $28.84M |
| Sl advisors | 21.22K | 1.31% | $747.93K |
| Thornburg investment management | 3.63M | 1.25% | $120.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 10.28M | 0.05% | 10.28M |
| Vanguard fiduciary trust | 1.82M | 0.02% | 1.82M |
| Clearbridge investments | 6.05M | 3.44% | 1.79M |
| Murchinson | 1.73M | 7.27% | 1.73M |
| Clearbridge investments | 8.67M | 0.25% | 1.41M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 4.31M | 0.03% | -11.17M |
| Healthcare of ontario pension plan trust fund | - | - | -1.95M |
| Price t rowe associates inc /md/ | 5.24M | 0.02% | -1.22M |
| Wealthquest | - | - | -728.07K |
| Brookfield corp /on/ | 517.21K | 0.02% | -694.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital research global investors | 10.28M | 0.05% | 10.28M | $341.95M |
| Vanguard fiduciary trust | 1.82M | 0.02% | 1.82M | $60.63M |
| Murchinson | 1.73M | 7.27% | 1.73M | $57.48M |
| Vanguard global advisers | 1.27M | 0.02% | 1.27M | $42.27M |
| Norges bank | 893.18K | 0.00% | 893.18K | $24.57M |
Sold Out
| Holder | Change |
|---|---|
| Kozak & associates | -2.00 |
| Private wealth asset management | -3.00 |
| Caitong asset management | -3.00 |
| Dakota community bank & trust na | -5.00 |
| Beacon capital management | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 309 | 8.42% | 131,897,723 | 3.45% | 63 | 1.69% | 137 | 10.48% | 80 | -10.11% |
| Dec 31, 2025 | 215 | -27.36% | 77,031,652 | -44.73% | 36 | 0.83% | 94 | -27.13% | 59 | -21.33% |
| Sep 30, 2025 | 227 | -19.50% | 89,133,467 | -37.43% | 42 | 0.91% | 95 | -4.04% | 53 | -48.04% |
| Jun 30, 2025 | 288 | -4.95% | 150,048,270 | -1.51% | 72 | 1.34% | 100 | -65.64% | 105 | - |
| Mar 31, 2025 | 300 | - | 153,368,519 | - | 73 | - | 288 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds Capital Income Bldr A | 10.97M | 5.26% | -238.44K |
| Fidelity Series Canada | 5.20M | 2.49% | 1.40M |
| Thornburg Investment Income Builder Sep | 3.42M | 1.64% | - |
| Thornburg Investment Income Builder A | 3.42M | 1.64% | - |
| Vanguard Total Intl Stock Index Inv | 3.05M | 1.46% | -471.00 |
| FTF ClearBridge Global Infras Inc WAcc | 3.04M | 1.46% | -57.66K |
| RBC Canadian Dividend Fund A | 2.77M | 1.33% | - |
| FIAM Target Date Canada CIT | 2.54M | 1.22% | 753.27K |
| Global X MLP & Energy Infrastructure ETF | 2.48M | 1.19% | 4.51K |
| Vanguard Developed Markets Index Admiral | 2.01M | 0.96% | 9.41K |
SOBO Ownership FAQ
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