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$SMR
$5.70 +$0.43 (8.16%) Close

Ownership

13F as of Q2 2026 · 364.5M shares outstanding

Who owns SMR?

By type of holder
Institutions 60.6% Insiders 0.0% Everyone else 39.4%
Concentration Top 10 holders own 41.2%
Van Eck Associates Corp 8.0% · BlackRock, Inc. 7.1%
Institutional ownership
60.6%
+14.6 pts vs last qtr
Institutional holders
517
+22 vs last qtr
Net shares bought
+53.3M
by institutions in Q2 2026
New / sold out
101 / 79
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • BlackRock, Inc. +13.0M
  • Van Eck Associates Corp +9.3M

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Biggest sellers in Q2 2026
  • Renaissance Technologies LLC SOLD OUT −5.5M
  • HRT Financial LP SOLD OUT −2.2M

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Who is planning to sell?

Notices of proposed sale, last 12 months
$4.18B
19 notices from 12 people
Shares covered
151.7M
41.63% of the company
Arranged in advance
0%
of the value is under a 10b5-1 plan
Under a 10b5-1 plan No plan
$0$1.8B$3.6BNov 2025: $3.6B without a planNovDec 2025: $886.8K under a 10b5-1 planDecJanFeb 2026: $577.6M without a planFebMar 2026: $622.9K under a 10b5-1 planMar 2026: $2.3M without a planMarAprMayJun 2026: $202.8K under a 10b5-1 planJunJulAug 2026: $189.8K under a 10b5-1 planAug 2026: $633.5K without a planAugSepOct 2026: $157.8K under a 10b5-1 planOct
Largest proposed sellers
  • Fluor Corp Director $3.6B
  • Fluor Corp Director $386M

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Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025
+222.5%
+47.75% a year
Each share's claim on the business
−69.0%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$566K vs $58.4M
over 4 fiscal years
Diluted shares, split-adjusted
49.2M107.3M165.4M2022: 50.8M shares'222023: 73.4M shares'232024: 93.2M shares'242025: 163.7M shares'25
Buybacks Stock-based comp
$0$9.6M$19.2M2022 buybacks: $566.0K2022 stock comp: $9.3M'222023 buybacks: $02023 stock comp: $16.2M'232024 buybacks: $02024 stock comp: $13.6M'242025 buybacks: $02025 stock comp: $19.2M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years0% 3–5 years47% 1–3 years40% Under 1 year13%
Quarterly turnover
30.9%
of institutional shares changed hands
Top 10 managers, median time held
4 years

Super Investors

Investment managers reporting SMR on Form 13F
VE
Van Eck Associates Corp
Shares
29.3M
% of company
8.04%
Change vs last qtr
+9.3M (+46.3%)
Held since
2024
B
BlackRock, Inc.
Shares
25.9M
% of company
7.09%
Change vs last qtr
+13.0M (+101.2%)
Held since
2022

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Institutional Funds

Mutual funds and ETFs reporting SMR on Form N-PORT; together they hold 26.2% of the company
VU
Position value
$201M
% of company
5.49%
% of the fund
4.76%
As of
June 30, 2026
GX
Global X Funds
Position value
$165M
% of company
5.38%
% of the fund
3.04%
As of
July 31, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
FC
Fluor Corporation
5%+ holder13D · 3.9%
Shares
13.5M
% of company
3.70%
Change vs last qtr
—
Held since
—

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