# SOUND POINT MERIDIAN CAP INC (SPMC)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPMC/

- Reporting holders: 15
- Reported value: $120.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [KIM, LLC](https://holderbook.com/funds/1888968-kim-llc/) | $106.8M | 10,790,928 | 10.6% | 5 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $5.0M | 500,000 | 0.0% | 9 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $4.7M | 474,329 | 0.0% | 8 |
| [Everest Private Wealth](https://holderbook.com/funds/2056683-everest-private-wealth/) | $994.3K | 100,437 | 0.4% | 5 |
| [Allied Private Wealth LLC](https://holderbook.com/funds/2132253-allied-private-wealth-llc/) | $984.0K | 94,982 | 0.6% | 1 |
| [Virtus Investment Advisers, LLC](https://holderbook.com/funds/19481-virtus-investment-advisers-llc/) | $520.1K | 52,537 | 0.1% | 4 |
| [Advisory Solutions Group, LLC](https://holderbook.com/funds/2147643-advisory-solutions-group-llc/) | $316.2K | 31,935 | 0.1% | 1 |
| [OPPENHEIMER & CO INC](https://holderbook.com/funds/822581-oppenheimer-co-inc/) | $214.8K | 21,700 | 0.0% | 8 |
| [Cerity Partners LLC](https://holderbook.com/funds/1566475-cerity-partners-llc/) | $150.9K | 15,243 | 0.0% | 2 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $123.6K | 12,484 | 0.0% | 1 |
| [Prosperity Financial Group, Inc.](https://holderbook.com/funds/1991334-prosperity-financial-group-inc/) | $101.0K | 10,199 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $89.7K | 9,059 | 0.0% | 5 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $50.8K | 5,127 | 0.0% | 8 |
| [Strategic Wealth Partners, Ltd.](https://holderbook.com/funds/1720777-strategic-wealth-partners-ltd/) | $34.6K | 3,500 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.1K | 111 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $120.1M |
| Q1 2026 | 11 | $107.3M |
| Q4 2025 | 16 | $165.8M |
| Q3 2025 | 15 | $209.0M |
| Q2 2025 | 14 | $217.7M |
| Q1 2025 | 16 | $31.2M |
| Q4 2024 | 14 | $33.8M |
| Q3 2024 | 12 | $33.5M |
| Q2 2024 | 9 | $24.2M |