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SIRI SIRIUS XM HOLDINGS INC

2026Q2 · CUSIP 829933100 · Sector: Media & Telecom

Piling in

Net holder growth ranks near the top of the market

Funds that own it
580
Institutions that reported holding it to the SEC
Net increase in holders
+23
Last quarter 557 → now 580
How unusual is that
Top 20%
Stronger buying than 85% of US stocks
What the filings say, in one paragraph

580 funds held SIRI at the end of 2026Q2, up 23 from the quarter before. That is stronger buying than 85.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $8.6B(YoY +0.4%), the P/E is 11.9x, return on equity is 7.4%. SIRI has had 3 buying rushes in its history, and the price moved -15.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Media & Telecom sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2024Q4: holders=547 2025Q1: holders=548 2025Q2: holders=546 2025Q3: holders=542 2025Q4: holders=514 2026Q1: holders=557 2026Q2: holders=580 -55 -27.5 +0 +27.5 +55 462536609 24Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 10% +17.9% —
2024Q4 Top 10% -17.6% -15.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
202
Change in large funds
+22
Total value they hold
$8.5B
Funds buying for the first time
109
Funds that sold out entirely
86
Price change that quarter
+13.8%
Funds holding puts (bearish)
18
Funds holding calls (bullish)
25

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
11.9
EPS (TTM)
$2.49
EPS YoY
—
Revenue (TTM)
$8.6B
Revenue YoY
+0.4%
Net margin
10.2%
ROE
7.4%
Debt ratio
56.2%
FCF (TTM)
$1.5B
Dividend (TTM)
$1.08
Quarterly Revenue & EPS
2023-09-30: EPS 0.82 2023-12-31: EPS 1.81 2024-03-31: EPS 0.63 2024-06-30: EPS 0.74 2024-09-30: EPS -8.74 2024-12-31: EPS 1.23 2025-03-31: EPS 0.59 2025-06-30: EPS 0.57 2025-09-30: EPS 0.84 2025-12-31: EPS 0.23 2026-03-31: EPS 0.72 2026-06-30: EPS 0.70 0B 1.1B 2.3B $B -9.61 -3.81 1.99 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
6 9 12 202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K275M550M 20162017201820192020202120222023202420252026
Latest quarter $166M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.