South Bow Ownership | Who Owns South Bow?
South Bow Ownership Summary
South Bow is owned by 62.23% institutional investors, 0.07% insiders, and 37.70% retail investors. Fmr is the largest institutional shareholder, holding 10.51% 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 | 62.23% | 0.07% | 37.70% |
| Sector | Energy Stocks | 63.70% | 15.53% | 20.77% |
| Industry | Oil & Gas Midstream Stocks | 50.79% | 19.11% | 30.09% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 21.89M | 10.51% | $771.30M |
| Royal bank of canada | 14.57M | 6.99% | $513.39M |
| Clearbridge investments | 8.86M | 4.25% | $312.05M |
| Vanguard group | 8.67M | 4.16% | $238.39M |
| Clearbridge investments | 6.05M | 2.91% | $156.72M |
| Vanguard capital management | 6.05M | 2.90% | $213.07M |
| Bank of montreal /can/ | 5.55M | 2.67% | $195.48M |
| Price t rowe associates inc /md/ | 5.24M | 2.52% | $184.82M |
| Thornburg investment management | 3.72M | 1.79% | $130.97M |
| Cibc world market | 3.40M | 1.63% | $119.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Portland investment counsel | 951.82K | 9.37% | $33.53M |
| Heathbridge capital management | 338.00K | 4.06% | $11.88M |
| Clearbridge investments | 6.05M | 3.44% | $156.72M |
| Recurrent investment advisors | 1.16M | 2.53% | $40.83M |
| Viewpoint investment partners | 159.52K | 1.82% | $5.27M |
| Ausbil investment management | 92.77K | 1.48% | $3.26M |
| Cushing asset management, lp | 855.50K | 1.35% | $30.15M |
| Sl advisors | 21.22K | 1.31% | $747.93K |
| Thornburg investment management | 3.72M | 1.25% | $130.97M |
| Spark investment management | 17.00K | 1.17% | $598.26K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 21.89M | 0.03% | 12.22M |
| Mackenzie financial | 2.54M | 0.13% | 2.04M |
| Clearbridge investments | 6.05M | 3.44% | 1.79M |
| American century companies | 2.13M | 0.03% | 1.22M |
| Bank of america corp /de/ | 2.76M | 0.01% | 763.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | - | - | -10.28M |
| Capital investors | 854.46K | 0.01% | -3.46M |
| Canada pension plan investment board | 154.40K | 0.00% | -2.14M |
| Healthcare of ontario pension plan trust fund | - | - | -1.95M |
| Royal bank of canada | 14.57M | 0.08% | -1.84M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 759.45K | 0.00% | 759.45K | $26.73M |
| Sixth street partners management company | 540.88K | 0.00% | 540.88K | $19.05M |
| Hite hedge asset management | 255.18K | 0.49% | 255.18K | $8.99M |
| Treasurer of the state of north carolina | 196.17K | 0.02% | 196.17K | $6.91M |
| Ruffer llp | 179.92K | 0.22% | 179.92K | $6.33M |
Sold Out
| Holder | Change |
|---|---|
| Kozak & associates | -2.00 |
| Private wealth asset management | -3.00 |
| Dakota community bank & trust na | -5.00 |
| Beacon capital management | -7.00 |
| Sierra ocean | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 313 | -0.32% | 129,623,661 | -1.73% | 62 | 1.55% | 127 | -7.97% | 91 | 9.64% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds Capital Income Bldr A | 10.97M | 5.26% | -238.44K |
| American Funds Capital Inc Bldr A | 10.97M | 5.26% | -238.44K |
| Fidelity Series Canada | 5.37M | 2.57% | -22.10K |
| Thornburg Investment Income Builder A | 3.42M | 1.64% | - |
| Thornburg Investment Income Builder Sep | 3.42M | 1.64% | - |
| Vanguard Total Intl Stock Index Inv | 3.09M | 1.48% | 21.52K |
| RBC Canadian Dividend Fund A | 2.77M | 1.33% | - |
| FIAM Target Date Canada CIT | 2.57M | 1.23% | 22.10K |
| Global X MLP & Energy Infrastructure ETF | 2.20M | 1.06% | -3.65K |
| FTF ClearBridge Global Infras Inc EBAcc | 2.17M | 1.04% | -620.87K |
SOBO Ownership FAQ
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