HolderBook

SANDISK CORP (SNDK)

Institutional ownership reported to the SEC as of Q3 2026, across 7 quarters.

78
Reporting holders
$154.1M
Reported value
5.9%
Calls
7.6%
Puts
-1,756
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CenterStar Asset Management, LLC$19.4M2424.56%2qHELD
Farther Finance Advisors, LLC$16.2M9,2920.11%6q+18.1%+$2.5M
CHAPIN DAVIS, INC.$15.1M8,6582.90%3q-6.8%-$1.1M
GLYNN CAPITAL MANAGEMENT LLC$10.9M6,2913.28%2q+64.6%+$4.3M
GAMMA Investing LLC$10.1M5,7860.34%7qHELD
Artemis Investment Management LLP$7.6M4,3670.07%5q-73.4%-$21.0M
Wealth Enhancement Trust Services, Inc.$5.6M3,2210.60%2q+1463.6%+$5.2M
CoreCap Advisors, LLC$5.3M3,0490.15%7q+29.5%+$1.2M
Cadent Capital Advisors, LLC$5.1M2,9141.09%2q+1025.1%+$4.6M
Wedmont Private Capital$5.0M3,1360.12%4q+10.2%+$468.4K
DECISION INVESTMENTS, INC$4.9M1,8324.46%3q-11.5%-$642.8K
Everhart Financial Group, Inc.$4.0M2,3170.25%5q-2.5%-$104.4K
HWG Holdings LP$2.9M1,6660.67%newNEW
Valeo Financial Advisors, LLC$2.4M1,3510.05%4q+27.6%+$508.0K
Legacy Wealth Asset Management, LLC$2.3M1,3410.51%3q+73.7%+$990.0K
Retireful, LLC$2.3M1,3051.96%3q+16.0%+$313.2K
Kaizen Financial Strategies$2.1M1,2000.82%5q-1.2%-$26.1K
Avidian Wealth Enterprises, LLC$2.0M1,1780.06%3q+124.8%+$1.1M
Apella Capital, LLC$2.0M1,1540.02%newNEW
Sound Income Strategies, LLC$1.4M8480.06%5q+29.3%+$309.0K
Venture Visionary Partners LLC$1.3M7520.03%3q+12.4%+$144.6K
Vann Equity Management LLC$1.3M7220.75%3q-13.0%-$187.9K
Central Pacific Bank - Trust Division$1.2M7110.13%3q+18.9%+$196.6K
Oak Grove Capital LLC$1.2M7000.06%newNEW
Elm3 Financial Group, LLC$1.2M6880.80%2q+302.3%+$899.5K
JUNCTURE WEALTH STRATEGIES, LLC$1.1M6410.29%2q+34.9%+$288.8K
Integrated Financial Solutions, Inc.$1.1M6210.55%newNEW
REX Advisers, LLC$1.0M6004.92%2q-33.3%-$518.9K
MassMutual Private Wealth & Trust, FSB$1.0M5800.03%7q-10.1%-$113.1K
Versant Capital Management, Inc$979.6K5630.08%6q+6.8%+$62.6K
Whalen Wealth Management Inc.$923.9K5310.39%2q+5.6%+$48.7K
Capital Advisors Wealth Management, LLC$869.9K5000.10%3q-1.6%-$13.9K
TITLEIST ASSET MANAGEMENT, LLC$829.9K4770.05%newNEW
Castle Rock Wealth Management, LLC$783.5K4720.15%4q+10.8%+$76.4K
Lake Hills Wealth Management, LLC$762.1K4380.35%3q+16.5%+$107.9K
Intelligence Driven Advisers, LLC$751.6K4320.13%3qHELD
Successful Portfolios LLC$629.5K3660.29%3qHELD
GK Wealth Management LLC$618.6K3550.35%2q+65.1%+$243.9K
Friday Financial$606.0K3390.12%2q+1.8%+$10.7K
Arbor Wealth Advisors LLC$574.2K3300.36%3q-4.3%-$26.1K
Cooper Financial Group$552.4K3170.04%3q-36.5%-$317.1K
Sprinkle Financial Consultants LLC$522.0K3000.20%2qHELD
Bullock Wealth Management Group$516.6K2890.21%3q+4.3%+$21.5K
Silverleafe Capital Partners, LLC$513.3K2950.15%newNEW
RIVERSEDGE ADVISORS, LLC$502.8K2890.06%4q-15.2%-$90.5K
Boltwood Capital Management$495.9K2850.11%3q-17.4%-$104.4K
PFW Advisors LLC$455.9K2620.14%2q+4.4%+$19.1K
Emergent Wealth Advisors, LLC$440.2K2530.23%3q-4.9%-$22.6K
LifeGoal Investments, LLC$421.1K2420.13%2q+3.9%+$15.7K
MOODY NATIONAL BANK TRUST DIVISION$377.6K2170.03%2q-3.6%-$13.9K
DOLIVER ADVISORS, LP$367.1K2110.08%newNEW
RFG - Bristol Wealth Advisors, LLC$354.9K2040.08%2qHELD
Balefire, LLC$349.7K2010.05%2q+52.3%+$120.1K
EPIQ PARTNERS, LLC$348.0K2000.15%2qHELD
Acropolis Investment Management, LLC$335.8K1930.01%3q-46.8%-$295.8K
FIRST FINANCIAL BANK - TRUST DIVISION$330.6K1900.02%2q-20.8%-$87.0K
Quintet Private Bank (Europe) S.A.$314.9K1810.01%3qHELD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$301.0K1730.22%2q+58.7%+$111.4K
Tactive Advisors, LLC$278.4K1600.07%newNEW
Veracity Capital LLC$255.8K1470.07%2q+10.5%+$24.4K
Hickory Point Bank & Trust$174.0K1000.10%3qHELD
EASTERN BANK$123.5K710.00%6q-46.6%-$107.9K
VALLEY WEALTH MANAGERS, INC.$69.6K400.00%3qHELD
Grove Bank & Trust$62.6K360.01%3q-39.0%-$40.0K
Bank of New Hampshire$59.2K340.01%2qHELD
ELEVATION WEALTH PARTNERS, LLC$52.2K300.01%3qHELD
Davis Capital Management$38.3K220.02%4qHELD
Planning Strategies Inc.$33.1K190.02%2qHELD
TOMPKINS FINANCIAL CORP$31.3K180.00%6q-45.5%-$26.1K
Marquette Asset Management, LLC$29.6K170.00%5qHELD
ARMSTRONG ADVISORY GROUP, INC$22.6K130.00%2q+18.2%+$3.5K
TOTH FINANCIAL ADVISORY CORP$20.9K120.00%2q+33.3%+$5.2K
Investors Research Corp$20.9K120.00%newNEW
Retirement Wealth Solutions LLC$12.2K70.01%4q+133.3%+$7.0K
Bangor Savings Bank$12.2K70.00%6qHELD
GILPIN WEALTH MANAGEMENT, LLC$3.5K20.00%newNEW
Westwind Capital$1.8K1,0140.41%2q+1.7%
Trust Co$1.7K10.00%2qHELD
Noble Wealth Management PBC$1.7K10.00%2qHELD
CX Institutional$1.3K7430.04%6q-4.3%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613G/AFMR LLCwith 1 co-filers5.3%
2026-08-0513GJANE STREET GROUP, LLCwith 3 co-filers5.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-162026-09-10Directors or officers departed or appointedfiling
2026-09-112026-09-09Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-17Goeckeler DavidChairman & CEOSold33,841$53.3M ×15
2026-09-14Goeckeler DavidChairman & CEOSold33,838$51.7M ×13
2026-09-03Ilkbahar AlperEVP & Chief Technology OfficerSold4,712$7.3M ×30
2026-09-08Shek BernardChief Legal Officer & SectySold2,308$4.1M
2026-06-01Ilkbahar AlperEVP, Chief Technology OfficerSold2,000$3.5M ×3
2026-05-12Pokorny MichaelVP, Chief Accounting OfficerSold2,446$3.5M
2026-09-15Visoso Luis FelipeEVP & CFOSold1,000$1.6M
2026-07-01Shek BernardChief Legal Officer & SectySold600$1.3M
2026-06-03Shek BernardChief Legal Officer & SectySold600$1.0M
2026-10-01Shek BernardChief Legal Officer and SectySold600$1.0M
2026-09-01Shek BernardChief Legal Officer & SectySold600$915.4K
2026-05-08Sayiner NecipDirectorSold579$870.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202678$154.1M77,01710302013.4%
Q2 20261,834$428.0B119,134,64074452445137.2%
Q1 20261,186$94.6B113,941,82150032428323.8%
Q4 2025743$31.8B120,940,5742602051809.6%
Q3 2025528$15.6B126,680,7561841451178.7%
Q2 2025414$6.5B138,824,771941351233.8%
Q1 2025417$5.5B109,443,115417005.1%