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Sirius XM Holdings Inc.

SIRI Communication Services
$21.99 $-0.24 (-1.08%)
Market Cap: $7.36 B
Gurus Holding
13
Popularity Rank
#192
% of Shares Held
39.09%
Net Activity (Q4 2025)
-$45.43 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 Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.88 B.

Top institutional holders include Warren Buffett and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $45.43 M net outflow during the quarter.

Recent activity highlights Lee Ainslie who increased their stake by 65.5%. Conversely, Ray Dalio reduced exposure by 61.1%.

Key Holders

Top 5 by Value

$28.99 M
$27.67 M
$18.92 M
$16.86 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$3.45 M
Total Buy Value
New Buys 0
Additions 3
-$48.87 M
Total Sell Value
Reductions 7
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
3

FAQs for Sirius XM Holdings Inc. (SIRI)

Major holders include Warren Buffett ($2.5 B), Cliff Asness ($28.99 M), Wallace Weitz ($27.67 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 130.85 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $45.43 M, with 3 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited SIRI. The total reported sell value was $48.87 M.

Yes, 0 managers opened new positions in SIRI, and 3 increased their existing holdings. The total reported buy value was $3.45 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.91% 124,807,117 $2.5 B Q4 2025
0.02% Reduce -47.9% 1,449,947 $28.99 M Q4 2025
1.64% 1,384,000 $27.67 M Q4 2025
0.02% Reduce -31.3% 946,100 $18.92 M Q4 2025
0.06% Add 9.0% 843,365 $16.86 M Q4 2025
0.08% Reduce -8.4% 424,239 $8.48 M Q4 2025
4.06% Reduce -41.7% 409,589 $8.19 M Q4 2025
0.05% Add 65.5% 248,591 $4.97 M Q4 2025
0.01% Reduce -47.8% 137,995 $2.76 M Q4 2025
0.01% Reduce -61.1% 88,307 $1.77 M Q4 2025
0.35% 55,784 $1.12 M Q4 2025
0.05% Add 16.7% 30,120 $602,249 Q4 2025
0.01% Reduce -26.6% 29,366 $587,173 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form