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Sirius XM Holdings Inc.

SIRI Communication Services
$27.52 $-0.07 (-0.25%)
Market Cap: $9.26 B
Gurus Holding
12
Popularity Rank
#265
% of Shares Held
39.14%
Net Activity (Q1 2026)
+$20.68 M

Guru Ownership Trend

Guru Analysis for Sirius XM Holdings Inc. (SIRI)

Sirius XM Holdings Inc. (SIRI), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.63 B.

Top institutional holders include Warren Buffett and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $20.68 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 106.1%. Conversely, Lee Ainslie reduced exposure by 87.3%.

Key Holders

Top 5 by Value

$2.88 B
$68.3 M
$29.84 M
$28.59 M
$9.45 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$44.74 M
Total Buy Value
New Buys 0
Additions 4
-$24.06 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Sirius XM Holdings Inc. (SIRI)

Major holders include Warren Buffett ($2.88 B), Cliff Asness ($68.3 M), Wallace Weitz ($29.84 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 131.75 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.68 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited SIRI. The total reported sell value was $24.06 M.

Yes, 0 managers opened new positions in SIRI, and 4 increased their existing holdings. The total reported buy value was $44.74 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.09% 124,807,117 $2.88 B Q1 2026
0.03% Add 106.1% 2,988,907 $68.3 M Q1 2026
2.08% Reduce -6.6% 1,293,000 $29.84 M Q1 2026
0.09% Add 46.9% 1,238,571 $28.59 M Q1 2026
4.50% 409,589 $9.45 M Q1 2026
0.09% Reduce -4.8% 403,959 $9.32 M Q1 2026
0.01% Reduce -62.5% 355,082 $8.2 M Q1 2026
0.01% Add 3.4% 91,340 $2.11 M Q1 2026
0.37% 55,784 $1.29 M Q1 2026
0.09% Add 55.7% 46,881 $1.08 M Q1 2026
0.01% Reduce -87.3% 31,602 $729,374 Q1 2026
0.01% Reduce -12.1% 25,808 $595,649 Q1 2026
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Transaction
Value
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SEC Form