South BOW (SOBO): which funds own it

Who owns South BOW?

Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): FMR, 10.5% (13G filed Jul 8, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were FMR (10.5% of the shares), Royal Bank of Canada (7.0%) and Clearbridge Investments (4.3%).

Sources:13G by FMR (Jul 8, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (Dec 31, 2025). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

• FMR21.9 MInvestment firm · 10.51% of the company+12.2 M
• Royal Bank of Canada14.6 MBank or trading desk · 7.00% of the company−1.8 M
• Clearbridge Investments8.9 MInvestment firm · 4.25% of the company+185 K
• Vanguard Capital Management6.0 MIndex manager · 2.90% of the company+81 K
• Bank of Montreal5.6 MBank or trading desk · 2.67% of the company−1.0 M
• Price T Rowe Associates5.2 MInvestment firm · 2.52% of the company+7,481
• Thornburg Investment Management3.7 MType not verified · 1.79% of the company+88 K
• Cibc World Market3.4 MBank or trading desk · 1.63% of the company−35 K
• Dimensional Fund Advisors3.0 MIndex manager · 1.46% of the company+128 K
• Connor, Clark & Lunn Investment Management2.8 MInvestment firm · 1.33% of the company−14 K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 62.0% of the shares · top 10: 36.1% · in index firms: 14.4% of the institutional total

Shares reported by the 302 13F filers as of Jun 30, 2026 (not counting 1 position with implausible figures), divided by the shares outstanding on the cover of the company's latest report (Dec 31, 2025). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Shares outstanding: buybacks and dilution

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.