$SOBO

$35.69 +$0.26 (0.73%) Close

$SOBO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 208.3M shares outstanding

Who owns SOBO?

By type of holder

Institutions 61.9% Everyone else 38.1%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 36.1%

FMR LLC 10.5% · Royal Bank Of Canada 7.0%

Institutional ownership

61.9%

-1.5 pts vs last qtr

Institutional holders

300

-1 vs last qtr

Net shares bought

−3.2M

by institutions in Q2 2026

New / sold out

34 / 35

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +12.2M
Mackenzie Financial Corp +2.0M

Biggest sellers in Q2 2026

Capital Research Global Investors SOLD OUT −10.3M
Capital International Investors −3.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$6.82M

2 notices from 2 people

Shares covered

191.5K

0.09% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Bevin Wirzba Director $6.82M
Richard Prior Senior vice president & coo $45.5

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, FY2023–FY2025

+0.6%

+0.29% a year

Each share's claim on the business

−0.6%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years97% Under 1 year3%

Quarterly turnover

17.9%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting SOBO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	21.9M	10.51%	+12.2M (+126.4%)	2024	0.0%
Shares held by quarter Peak holding21.9M (Q2'26) Change over 8 quarters+21.9M Share of the company10.510% FMR LLC's full portfolio →
RB Royal Bank Of Canada	14.6M	7.00%	−1.8M (−11.2%)	2024	0.1%
Shares held by quarter Peak holding24.5M (Q2'25) Change over 8 quarters+14.6M Share of the company7.000% Royal Bank Of Canada's full portfolio →

FMR LLC

21.9M

% of company

10.51%

Change vs last qtr

+12.2M (+126.4%)

Held since

2024

Royal Bank Of Canada

14.6M

% of company

7.00%

Change vs last qtr

−1.8M (−11.2%)

Held since

2024

28 more super investors behind a free account

See every manager holding South Bow Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SOBO on Form N-PORT; together they hold 22.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FS Fidelity Series Canada Fund Fidelity Investment Trust	$199M	5.4M	2.57%	1.94%	July 31, 2026
TI Thornburg Investment Income Builder Fund Thornburg Investment Trust	$121M	3.4M	1.64%	0.54%	June 30, 2026

Fidelity Series Canada Fund

Fidelity Investment Trust

Position value

$199M

% of company

2.57%

% of the fund

1.94%

As of

July 31, 2026

Thornburg Investment Income Builder Fund

Thornburg Investment Trust

Position value

$121M

% of company

1.64%

% of the fund

0.54%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding South Bow Corp and how much of the fund the position is.

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