Institutional Ownership

SEAGATE TECHNOLOGY HLDNGS PL (STX) Institutional Ownership & Top Holders

The most recent SEC Form 13F filings (Q2 2026) show 20 hedge funds and institutional investors holding a combined 4.7M shares of SEAGATE TECHNOLOGY HLDNGS PL (STX), valued at $4.5B. The median portfolio weight is 5.8%.

Quarterly institutional ownership changes in STX show net buying, with the combined position increasing by 2.0M shares (71.5%) from the previous quarter.

Among 13F filers, the funds with the highest portfolio allocation to STX are Atalan Capital Partners (33.9% of its 13F portfolio), Trivest Advisors (22.4%), and Rivermont Capital Management (15.6%). In Q2 2026, Trivest Advisors made the largest position increase (+16.5%), while Soroban Capital made the largest reduction (-1.5%).

Top 10 Institutional Holders in SEAGATE TECHNOLOGY HLDNGS PL (STX), Ranked by Portfolio Weight

Based on the latest SEC Form 13F filings (Q2 2026).

# Fund Shares Market Value Portfolio Weight
1 Atalan Capital Partners 573,000 $552.9M 33.9%
2 Trivest Advisors 737,780 $712.0M 22.4%
3 Rivermont Capital Management 113,669 $109.7M 15.6%
4 KEYWISE CAPITAL MANAGEMENT 102,000 $98.4M 14.2%
5 Palestra 386,123 $372.6M 12.6%
6 Keystone 188,590 $182.0M 9.7%
7 Sachem Head Capital 472,000 $455.5M 9.5%
8 TOMS Capital Investment Management 180,300 $174.0M 9.2%
9 Avala Global 235,520 $227.3M 8.4%
10 Lone Pine 1,000,109 $965.1M 5.9%
Latest
  • 20
    Institutional investors
  • 4,710,380
    Shares held (disclosed)
  • $4.5B
    13F market value
  • 5.8%
    Median portfolio weight

Ownership History

Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of STX. Sourced from 13F filings; reflects long equity positions only.

Quarter-over-Quarter ActivityQ2 2026

The biggest weight-increase and weight-decrease changes among funds that hold STX. Deltas compare the selected filing to the previous reporting quarter.

Top buyers

Top sellers

Ownership Statistics

Funds holding
20
Median weight
5.8%
Largest holder
Atalan Capital Partners · 33.9%
Smallest holder
Maverick Capital · 0.0%
Shares held
4,710,380 (+1,963,106)

All Institutional HoldersSortable · searchable

All institutional investors (Max 50) holding STX in the selected quarter. Click a fund name to drill into its full 13F portfolio.

20 of 20 institutional investors
1Atalan Capital Partners573,000$552.9M33.9%
2Trivest Advisors737,780$712.0M22.4%
3Rivermont Capital Management113,669$109.7M15.6%
4KEYWISE CAPITAL MANAGEMENT102,000$98.4M14.2%
5Palestra386,123$372.6M12.6%
6Keystone188,590$182.0M9.7%
7Sachem Head Capital472,000$455.5M9.5%
8TOMS Capital Investment Management180,300$174.0M9.2%
9Avala Global235,520$227.3M8.4%
10Lone Pine1,000,109$965.1M5.9%
11E20 Capital72,280$69.8M5.6%
12Talos Eurisko Asset Management35,000$33.8M5.0%
13Duquesne Family Office122,000$117.7M2.7%
14Hiddenite Capital Partners10,000$9.7M2.4%
15Whale Rock148,543$143.3M1.2%
16Tiger Global285,100$275.1M1.1%
17Melqart12,107$11.7M1.1%
18UTIMCO - The University of Texas4,934$4.8M0.6%
19D1 Capital30,115$29.1M0.1%
20Maverick Capital1,210$1.2M0.0%

Institutional Investor Count Over Time

Number of institutional investors disclosing a long position in SEAGATE TECHNOLOGY HLDNGS PL (STX) each reporting quarter. Sourced from SEC Form 13F-HR filings.

Methodology & FAQ

Methodology: How We Track STX Institutional Holdings

Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).

  • Who must file: This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
  • What is included: We capture long positions in Section 13(f) securities for SEAGATE TECHNOLOGY HLDNGS PL (STX). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
  • Metric definition: “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to STX on the specific reporting date.
  • How to use this data: Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in STX?

We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders , such as Atalan Capital Partners , Trivest Advisors , and Rivermont Capital Management as of Q2 2026, change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.

Does the STX ownership data include short interest or options?

SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.

Are family offices and university endowments included in this STX data?

Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds STX stock, their allocation is systematically aggregated alongside traditional fund data.

When is the institutional ownership data updated, and is there a reporting lag?

Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for STX as of each filing date.