SLQT · SelectQuote, Inc. · Holdings
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 155 13F filersWho Holds SLQT
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 155 filers, like-for-like change -8.9%; actively managed books +18.1%; index-like books -50.5%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 69.3% | 87 | +5.9% |
| Exempt adviser | 4.0% | 4 | +9775.3% |
| Adviser | 0.5% | 5 | -2.3% |
| Bank | 3.6% | 12 | -64.9% |
| Broker-dealer | 0.2% | 2 | -11.4% |
| Benefit plan | 0.0% | 1 | -88.4% |
| Non-US | 0.4% | 3 | -47.8% |
| Holding company | 7.1% | 5 | -65.3% |
| Insurer | 0.0% | 0 | -100.0% |
| Unknown | 15.0% | 36 | +26.3% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 21.4% | 12 | -50.5% |
| Systematic-like | 13.1% | 16 | +283.5% |
| Concentrated | 15.3% | 22 | -10.7% |
| Diversified active | 50.1% | 105 | +9.1% |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 49.0% | 83 | -33.3% |
| Medium turnover | 17.1% | 33 | +22.6% |
| High turnover | 21.5% | 30 | +221.7% |
| Unknown | 12.4% | 9 | -21.1% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 16.5% | 19 | -1.8% |
| Medium horizon | 6.4% | 17 | -66.7% |
| Long horizon | 66.1% | 103 | -2.4% |
| Unknown | 11.1% | 16 | +76.8% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 9.5% | 25 | -2.3% |
| $1B to $10B | 19.2% | 41 | +9.9% |
| $10B to $100B | 29.5% | 43 | +21.5% |
| $100B or more | 41.9% | 46 | -28.3% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 17.1% | 48 | +6.5% |
| Pooled investment vehicles | 25.8% | 20 | +45.7% |
| Registered funds and BDCs | 16.1% | 10 | -28.4% |
| Pension and profit sharing plans | 3.9% | 4 | +2.7% |
| Governments and sovereign funds | 0.1% | 1 | -88.1% |
| Other investment advisers | 0.0% | 1 | -10.8% |
| Diversified | 6.3% | 3 | +42.1% |
| Insurance companies | 0.0% | 0 | -100.0% |
| Other | 0.0% | 0 | — |
| Unknown | 30.7% | 68 | -30.8% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 35.9% | 27 | +60.1% |
| Private equity funds | 12.3% | 8 | +2.4% |
| Venture capital funds | 0.0% | 1 | +110.9% |
| Real estate funds | 0.1% | 4 | +914.7% |
| Other private funds | 5.8% | 9 | -23.2% |
| No private funds | 19.2% | 42 | -17.4% |
| Mixed private funds | 0.0% | 0 | -100.0% |
| Private funds, type not stated | 0.0% | 0 | — |
| Securitized asset funds | 0.0% | 0 | — |
| Unknown | 26.8% | 64 | -39.7% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 90.6% | 137 | -15.0% |
| Outside the US | 9.4% | 18 | +189.9% |
The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 2 holders with no observed 2026-06-30 13F.
Conviction and Crowding
155 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Estimated Holder Cost Basis
Quarter ended Jun 30, 2026, on that quarter's share basisEstimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated cost covers 86.5% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Shared Holders
Companies SLQT's active holders also own, quarter ended Jun 30, 2026| # | Company | Shared holders |
|---|---|---|
| 1 | STNE StoneCo Ltd. | 3 |
| 2 | BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 4 |
| 3 | TSLA Tesla, Inc. | 5 |
| 4 | RTX RTX Corp | 4 |
| 5 | CRWD CrowdStrike Holdings, Inc. | 3 |
| 6 | AMAT Applied Materials Inc | 4 |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | 4 |
| 8 | MS Morgan Stanley | 3 |
| 9 | ETN Eaton Corp plc | 3 |
| 10 | AMD Advanced Micro Devices Inc | 4 |
Shareholder Targets
13F filers that own its peers but not SLQT, quarter ended Jun 30, 2026Found through its holder-overlap peers: STNE, BIL, TSLA, RTX, CRWD, AMAT, TSM, MS, ETN, AMD, COST, ABBV, GOOGL, VZ, JNJ, GS, AVGO, LRCX, BRK-B, JPM. 7,078 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | NORGES BANK Non-US, Index-like | $188,156,410,439 19 held | GOOGL, AVGO, TSLA |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active | $182,550,155,738 20 held | GOOGL, AVGO, AMD |
| 3 | Capital World Investors Adviser, Diversified active | $152,027,638,302 17 held | AVGO, GOOGL, TSLA |
| 4 | Capital Research Global Investors Adviser, Diversified active | $143,306,504,531 18 held | AVGO, GOOGL, AMAT |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like | $105,690,693,634 20 held | GOOGL, AVGO, AMD |
| 6 | Legal & General Group Plc Unknown, Index-like | $87,912,586,108 20 held | GOOGL, AVGO, TSLA |
| 7 | Capital International Investors Adviser, Diversified active | $79,341,901,734 13 held | AVGO, GOOGL, TSM |
| 8 | Nuveen, LLC Unknown, Index-like | $78,870,897,265 20 held | GOOGL, AVGO, TSLA |
| 9 | MITSUBISHI UFJ FINANCIAL GROUP INC Bank, Unknown | $78,825,883,309 1 held | MS |
| 10 | Amundi Holding company, Index-like | $75,163,509,371 19 held | GOOGL, AVGO, TSLA |
Fund Ownership of SLQT by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 6.83% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 2.13% | 3,766,217 |
| Index ETFs | 4.70% | 8,299,386 |
| Active ETFs | 0.95% | 1,679,064 |
| Active funds | 0.69% | 1,219,030 |
| Unclassified | 0.03% | 50,135 |
| All registered funds | 8.50% | 15,013,832 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid ABRAMS BISON INVESTMENTS, LLC Registered adviser | $6,652,977 | 12.40% | 7,910,794 | Shares | 2026-08-14 | |
| Large Mariner, LLC Registered adviser | $5,511,125 | 10.27% | 6,553,063 | Shares | 2026-08-13 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC Registered adviser | $5,138,726 | 9.58% | 6,110,257 | Shares | 2026-08-13 | |
| Mega AQR CAPITAL MANAGEMENT LLC Registered adviser | $2,076,196 | 3.87% | 2,468,729 | Shares | 2026-08-14 | |
| Large CAPTRUST FINANCIAL ADVISORS Registered adviser | $1,979,946 | 3.69% | 2,354,276 | Shares | 2026-08-13 | |
| Mega BlackRock, Inc. Holding company | $1,835,523 | 3.42% | 2,182,553 | Shares | 2026-08-07 | |
| Mega Qube Research & Technologies Ltd Exempt adviser | $1,807,017 | 3.37% | 2,148,653 | Shares | 2026-08-14 | |
| Mega JANE STREET GROUP, LLC | $1,793,589 | 3.34% | 2,132,688 | Shares | 2026-08-14 | |
| Small Diametric Capital, LP | $1,656,069 | 3.09% | 1,969,167 | Shares | 2026-08-14 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC Registered adviser | $1,468,950 | 2.74% | 1,746,671 | Shares | 2026-08-12 | |
| Mega MILLENNIUM MANAGEMENT LLC Registered adviser | $1,387,606 | 2.59% | 1,649,948 | Shares | 2026-08-14 | |
| Mid GSA CAPITAL PARTNERS LLP Registered adviser | $1,123,213 | 2.09% | 1,335,569 | Shares | 2026-08-06 | |
| Large GUGGENHEIM CAPITAL LLC | $1,009,166 | 1.88% | 1,199,960 | Shares | 2026-08-12 | |
| Mega GOLDMAN SACHS GROUP INC Holding company | $989,667 | 1.84% | 1,176,775 | Shares | 2026-08-14 | |
| Large TUDOR INVESTMENT CORP ET AL Registered adviser | $945,771 | 1.76% | 1,124,580 | Shares | 2026-08-14 | |
| Large JACOBS LEVY EQUITY MANAGEMENT, INC Registered adviser | $846,170 | 1.58% | 1,006,148 | Shares | 2026-08-14 | |
| Small Truffle Hound Capital, LLC Registered adviser | $841,000 | 1.57% | 1,000,000 | Shares | 2026-08-06 | |
| Mega VANGUARD FIDUCIARY TRUST CO | $788,524 | 1.47% | 937,604 | Shares | 2026-08-13 | |
| Large RENAISSANCE TECHNOLOGIES LLC Registered adviser | $692,370 | 1.29% | 823,271 | Shares | 2026-08-13 | |
| Mega FMR LLC Holding company | $683,436 | 1.27% | 812,648 | Shares | 2026-08-13 | |
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser | $675,453 | 1.26% | 803,155 | Shares | 2026-08-14 | |
| Mega Creative Planning Registered adviser | $624,059 | 1.16% | 742,044 | Shares | 2026-08-13 | |
| Mega STATE STREET CORP Bank | $596,199 | 1.11% | 708,917 | Shares | 2026-09-22 | |
| Mega DIMENSIONAL FUND ADVISORS LP Registered adviser | $590,654 | 1.10% | 702,327 | Shares | 2026-08-11 | |
| Large Squarepoint Ops LLC Registered adviser | $535,920 | 1.00% | 637,242 | Shares | 2026-08-14 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $481,667 | 0.90% | 572,732 | Shares | 2026-08-14 | |
| Small Occam Crest Management LP | $462,550 | 0.86% | 550,000 | Shares | 2026-08-14 | |
| Large Connor, Clark & Lunn Investment Management Ltd. Registered adviser | $460,878 | 0.86% | 548,012 | Shares | 2026-08-13 | |
| Mid XTX Topco Ltd | $437,066 | 0.81% | 519,699 | Shares | 2026-08-14 | |
| Small TriaGen Wealth Management LLC Registered adviser | $419,175 | 0.78% | 1,035,000 | Shares | 2026-10-14 | |
| Large Point72 Asset Management, L.P. Registered adviser | $413,918 | 0.77% | 492,174 | Shares | 2026-08-14 | |
| Small GatePass Capital, LLC Registered adviser | $404,857 | 0.75% | 481,400 | Shares | 2026-07-30 | |
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Registered adviser | $336,839 | 0.63% | 400,523 | Shares | 2026-08-13 | |
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC Registered adviser | $329,308 | 0.61% | 391,568 | Shares | 2026-08-14 | |
| Small KAVAR CAPITAL PARTNERS GROUP, LLC Registered adviser | $329,093 | 0.61% | 391,312 | Shares | 2026-07-20 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $327,751 | 0.61% | 389,716 | Shares | 2026-08-14 | |
| Mega MORGAN STANLEY Holding company | $295,570 | 0.55% | 351,456 | Shares | 2026-08-13 | |
| Mega NORTHERN TRUST CORP Bank | $286,259 | 0.53% | 340,381 | Shares | 2026-08-13 | |
| Mid Bryn Mawr Trust Advisors, LLC Registered adviser | $271,289 | 0.51% | 322,580 | Shares | 2026-08-03 | |
| Mid Eversept Partners, LP Registered adviser | $268,941 | 0.50% | 319,788 | Shares | 2026-08-14 | |
| Large Empowered Funds, LLC Registered adviser | $245,208 | 0.46% | 291,568 | Shares | 2026-08-17 | |
| Mega MARSHALL WACE, LLP Exempt adviser | $232,352 | 0.43% | 276,281 | Shares | 2026-08-13 | |
| Large Empower Advisory Group, LLC Registered adviser | $216,426 | 0.40% | 257,344 | Shares | 2026-08-12 | |
| Mega SG Americas Securities, LLC Non-US | $214,429 | 0.40% | 254,970 | Shares | 2026-08-07 | |
| Small Aster Capital Management (DIFC) Ltd | $212,344 | 0.40% | 252,490 | Shares | 2026-08-14 | |
| Large ACADIAN ASSET MANAGEMENT LLC | $209,847 | 0.39% | 249,521 | Shares | 2026-08-13 | |
| Mega BARCLAYS PLC Bank | $208,284 | 0.39% | 247,663 | Shares | 2026-08-14 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser | $201,980 | 0.38% | 240,167 | Shares | 2026-08-13 | |
| Large IEQ CAPITAL, LLC Registered adviser | $182,440 | 0.34% | 216,933 | Shares | 2026-08-11 | |
| Mega TWO SIGMA INVESTMENTS, LP Registered adviser | $178,319 | 0.33% | 212,033 | Shares | 2026-08-14 | |
| Mega JPMORGAN CHASE & CO Bank | $175,156 | 0.33% | 208,272 | Shares | 2026-08-12 | |
| Mid UMB Bank, n.a. | $168,200 | 0.31% | 200,000 | Shares | 2026-08-13 | |
| Mega Invesco Ltd. Adviser | $145,966 | 0.27% | 173,563 | Shares | 2026-08-14 | |
| Mid Catalyst Funds Management Pty Ltd | $142,801 | 0.27% | 169,800 | Shares | 2026-08-10 | |
| Mid Susquehanna Portfolio Strategies, LLC | $128,482 | 0.24% | 152,774 | Shares | 2026-08-14 | |
| Mega CITADEL ADVISORS LLC Registered adviser | $127,573 | 0.24% | 151,693 | Shares | 2026-09-02 | |
| Mid PRELUDE CAPITAL MANAGEMENT, LLC Registered adviser | $123,214 | 0.23% | 146,509 | Shares | 2026-08-14 | |
| Mega UBS Group AG Bank | $122,559 | 0.23% | 145,731 | Shares | 2026-08-13 | |
| Mid Graham Capital Management, L.P. Registered adviser | $119,305 | 0.22% | 141,861 | Shares | 2026-08-14 | |
| Mega WELLS FARGO & COMPANY/MN Bank | $116,197 | 0.22% | 138,166 | Shares | 2026-08-14 | |
| Large LAZARD ASSET MANAGEMENT LLC Adviser | $111,788 | 0.21% | 132,923 | Shares | 2026-08-14 | |
| Mega HSBC HOLDINGS PLC | $102,963 | 0.19% | 122,430 | Shares | 2026-08-14 | |
| Micro SMH CAPITAL ADVISORS INC Registered adviser | $98,107 | 0.18% | 116,656 | Shares | 2026-08-13 | |
| Mega BANK OF MONTREAL /CAN/ Bank | $84,100 | 0.16% | 100,000 | Shares | 2026-08-12 | |
| Mega LPL Financial LLC Broker-dealer | $83,805 | 0.16% | 99,650 | Shares | 2026-08-07 | |
| Mid FAS Wealth Partners, Inc. Registered adviser | $82,067 | 0.15% | 97,583 | Shares | 2026-07-29 | |
| Micro Ground Swell Capital, LLC | $74,767 | 0.14% | 88,903 | Shares | 2026-08-05 | |
| Large Corient Private Wealth LLC Registered adviser | $73,346 | 0.14% | 87,213 | Shares | 2026-08-27 | |
| Mid Summit Financial, LLC | $66,964 | 0.12% | 79,625 | Shares | 2026-08-12 | |
| Large Cerity Partners LLC Registered adviser | $61,966 | 0.12% | 73,682 | Shares | 2026-08-14 | |
| Mid Fragasso Financial Advisors Inc Registered adviser | $60,750 | 0.11% | 150,000 | Shares | 2026-10-13 | |
| Large MONETA GROUP INVESTMENT ADVISORS LLC Registered adviser | $59,085 | 0.11% | 70,256 | Shares | 2026-08-14 | |
| Mega RHUMBLINE ADVISERS Registered adviser | $56,973 | 0.11% | 67,745 | Shares | 2026-08-12 | |
| Small Persistent Asset Partners Ltd Exempt adviser | $56,707 | 0.11% | 67,429 | Shares | 2026-08-07 | |
| Large MERCER GLOBAL ADVISORS INC /ADV Registered adviser | $55,875 | 0.10% | 66,439 | Shares | 2026-08-19 | |
| Mid Tower Research Capital LLC (TRC) | $53,255 | 0.10% | 63,324 | Shares | 2026-08-11 | |
| Mid CreativeOne Wealth, LLC Registered adviser | $52,738 | 0.10% | 62,709 | Shares | 2026-08-13 | |
| Large HRT FINANCIAL LP | $52,341 | 0.10% | 62,237 | Shares | 2026-08-14 | |
| Mega CITADEL ADVISORS LLC Registered adviser | $50,964 | 0.09% | 60,600 | Call | 2026-09-02 | |
| Large EP Wealth Advisors, LLC Registered adviser | $50,574 | 0.09% | 60,136 | Shares | 2026-08-12 | |
| Large BLAIR WILLIAM & CO/IL Registered adviser | $47,859 | 0.09% | 56,908 | Shares | 2026-08-11 | |
| Mega Vanguard Global Advisers, LLC Registered adviser | $47,434 | 0.09% | 56,402 | Shares | 2026-08-13 | |
| Large Schonfeld Strategic Advisors LLC Registered adviser | $41,667 | 0.08% | 49,545 | Shares | 2026-08-14 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $41,377 | 0.08% | 49,200 | Call | 2026-08-14 | |
| Mega Russell Investments Group, Ltd. | $40,568 | 0.08% | 48,239 | Shares | 2026-08-06 | |
| Large MACKENZIE FINANCIAL CORP Registered adviser | $39,798 | 0.07% | 47,323 | Shares | 2026-08-13 | |
| Large OSAIC HOLDINGS, INC. Holding company | $36,598 | 0.07% | 43,518 | Shares | 2026-08-14 | |
| Mid VERUS CAPITAL PARTNERS, LLC Registered adviser | $33,808 | 0.06% | 40,200 | Shares | 2026-08-06 | |
| Mid Quinn Opportunity Partners LLC Registered adviser | $33,640 | 0.06% | 40,000 | Shares | 2026-08-14 | |
| Mega CITADEL ADVISORS LLC Registered adviser | $31,117 | 0.06% | 37,000 | Put | 2026-09-02 | |
| Mid Capstone Financial Advisors, Inc. Registered adviser | $29,435 | 0.05% | 35,000 | Shares | 2026-08-14 | |
| Mega JANE STREET GROUP, LLC | $28,846 | 0.05% | 34,300 | Call | 2026-08-14 | |
| Mid NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $28,173 | 0.05% | 33,500 | Shares | 2026-07-23 | |
| Small Hamilton Wealth, LLC Registered adviser | $25,230 | 0.05% | 30,000 | Shares | 2026-08-06 | |
| Mid PFG Investments, LLC | $25,028 | 0.05% | 29,760 | Shares | 2026-07-23 | |
| Mid KORNITZER CAPITAL MANAGEMENT INC /KS Registered adviser | $24,389 | 0.05% | 29,000 | Shares | 2026-07-31 | |
| Mid Mayflower Financial Advisors, LLC Registered adviser | $23,951 | 0.04% | 28,480 | Shares | 2026-07-09 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC Registered adviser | $23,865 | 0.04% | 28,377 | Shares | 2026-07-29 | |
| Large Arax Advisory Partners Registered adviser | $23,285 | 0.04% | 27,688 | Shares | 2026-08-10 | |
| Mega RAYMOND JAMES FINANCIAL INC | $21,866 | 0.04% | 26,000 | Shares | 2026-08-14 |
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