SO
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 25.1 | P/B | 2.67 |
| EPS (TTM) | 3.92 | Dividend | 3.10% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock | 90.4M | 0.2% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 71.5M | n/a | n/a |
| State Street | 63.0M | 0.2% | +2% |
| Capital World Investors | 56.2M | 0.7% | +37% |
| JPMORGAN CHASE & CO | 43.3M | n/a | −30% |
| Geode Capital Management | 28.4M | 0.2% | +4% |
Top institutional owners for SO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| NOV 09 | Spainhour Sterling A Jr. | SELL | 3K | −$306K |
| NOV 03 | Kim Matthew M. | SELL | 100 | −$9K |
| OCT 01 | Kim Matthew M. | SELL | 100 | −$8K |
| SEP 04 | Sena Peter P III | SELL | 4K | −$378K |
| SEP 04 | Kim Matthew M. | SELL | 1K | −$124K |
| SEP 03 | Kim Matthew M. | SELL | 100 | −$9K |
0 insider buys, 10 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.