SYNCHRONY FINANCIAL (SYF)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $36.4M | 512,567 | 0.32% | 8q | +27.1%+$7.8M |
| KWMG, LLC | $8.4M | 117,910 | 0.60% | 27q | +2.2%+$183.5K |
| GAMMA Investing LLC | $1.4M | 20,306 | 0.05% | 12q | +7.0%+$94.0K |
| Venture Visionary Partners LLC | $852.4K | 12,010 | 0.02% | 22q | HELD |
| Wedmont Private Capital | $788.0K | 10,689 | 0.02% | 10q | +4.6%+$34.4K |
| Farther Finance Advisors, LLC | $702.8K | 9,902 | 0.00% | 16q | -4.1%-$29.9K |
| Balefire, LLC | $627.7K | 8,844 | 0.10% | 6q | -2.6%-$16.7K |
| Greenfield Savings Bank | $582.2K | 8,203 | 0.22% | 6q | +3.3%+$18.5K |
| Versant Capital Management, Inc | $557.6K | 7,857 | 0.05% | 27q | +4.4%+$23.6K |
| Douglas Lane & Associates, LLC | $545.5K | 7,686 | 0.01% | 32q | -2.8%-$16.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $512.2K | 7,217 | 0.04% | 14q | HELD |
| CenterStar Asset Management, LLC | $503.9K | options only | 0.12% | new | OPTIONS |
| RIVERSEDGE ADVISORS, LLC | $356.4K | 5,022 | 0.04% | 6q | +3.8%+$13.1K |
| City Center Advisors, LLC | $313.5K | 4,418 | 0.24% | 11q | +2.3%+$7.1K |
| Monument Capital Management | $222.2K | 3,131 | 0.05% | 2q | HELD |
| MassMutual Private Wealth & Trust, FSB | $96.9K | 1,365 | 0.00% | 32q | -12.0%-$13.3K |
| Bank of New Hampshire | $92.0K | 1,297 | 0.02% | 3q | HELD |
| STEPH & CO | $81.9K | 1,154 | 0.02% | 2q | +2.8%+$2.2K |
| ELEVATION WEALTH PARTNERS, LLC | $77.9K | 1,098 | 0.02% | 15q | +58.4%+$28.7K |
| CoreCap Advisors, LLC | $55.4K | 780 | 0.00% | 11q | +54.8%+$19.6K |
| Grove Bank & Trust | $50.1K | 706 | 0.00% | 25q | -1.0% |
| GK Wealth Management LLC | $31.4K | 442 | 0.02% | new | NEW |
| EASTERN BANK | $21.2K | 299 | 0.00% | 9q | +119.9%+$11.6K |
| GoalVest Advisory LLC | $11.9K | 167 | 0.00% | 2q | +67.0%+$4.8K |
| Mn Services Vermogensbeheer B.V. | $7.2K | 101,227 | 0.05% | 18q | HELD |
| Planning Strategies Inc. | $5.7K | 80 | 0.00% | 2q | +3.9% |
| CX Institutional | $5.6K | 78,791 | 0.15% | 12q | +33.7%+$1.4K |
| Dorato Capital Management | $4.7K | 66 | 0.00% | 4q | HELD |
| Marquette Asset Management, LLC | $4.7K | 66 | 0.00% | 2q | HELD |
| Retirement Wealth Solutions LLC | $3.7K | 52 | 0.00% | 5q | -14.8% |
| Paladin Partners, LLC | $3.0K | 42 | 0.00% | 2q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $2.7K | 38 | 0.00% | 3q | -24.0% |
| Aventus Investment Advisors, Inc. | $2.5K | 35 | 0.00% | 6q | HELD |
| Wealth Enhancement Trust Services, Inc. | $1.8K | 26 | 0.00% | 4q | -81.3%-$8.0K |
| Davis Capital Management | $568 | 8 | 0.00% | 2q | -20.0% |
| GILPIN WEALTH MANAGEMENT, LLC | $142 | 2 | 0.00% | new | NEW |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Capital World Investors | 5.6% |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | MOTHNER JONATHAN S | See remarks | Sold | 51,258 | $3.7M ×2 |
| 2026-05-01 | Howse Curtis | See remarks | Sold | 8,436 | $645.8K |
| 2026-05-01 | Casellas Alberto | See remarks | Sold | 5,794 | $443.5K |
| 2026-08-13 | Casellas Alberto | See remarks | Sold | 5,456 | $436.5K |
| 2026-08-03 | COVIELLO ARTHUR W JR | Director | Sold | 4,000 | $308.7K |
| 2026-05-01 | COVIELLO ARTHUR W JR | Director | Sold | 4,000 | $306.2K |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 34 | $53.3M | 743,485 | 3 | 14 | 9 | 0.9% |
| Q2 2026 | 1,007 | $28.5B | 371,486,019 | 115 | 392 | 330 | 0.9% |
| Q1 2026 | 964 | $24.1B | 352,244,399 | 98 | 322 | 362 | 0.7% |
| Q4 2025 | 1,003 | $30.9B | 364,330,969 | 102 | 337 | 328 | 1.9% |
| Q3 2025 | 938 | $26.5B | 369,257,550 | 113 | 312 | 326 | 1.1% |
| Q2 2025 | 884 | $25.8B | 382,944,677 | 110 | 327 | 292 | 1.0% |
| Q1 2025 | 882 | $20.3B | 381,318,325 | 97 | 352 | 275 | 0.9% |
| Q4 2024 | 906 | $25.6B | 378,949,824 | 135 | 270 | 295 | 3.7% |
| Q3 2024 | 795 | $19.6B | 383,351,540 | 107 | 261 | 269 | 2.4% |
| Q2 2024 | 738 | $18.8B | 390,545,529 | 94 | 253 | 256 | 1.9% |
| Q1 2024 | 718 | $17.7B | 402,344,858 | 84 | 248 | 226 | 2.3% |
| Q4 2023 | 691 | $15.9B | 398,700,736 | 74 | 181 | 268 | 4.0% |
| Q3 2023 | 661 | $12.5B | 400,765,579 | 54 | 215 | 244 | 2.0% |
| Q2 2023 | 663 | $13.7B | 400,386,757 | 64 | 180 | 282 | 1.2% |
| Q1 2023 | 656 | $12.1B | 410,538,755 | 54 | 204 | 266 | 1.6% |
| Q4 2022 | 692 | $14.0B | 417,628,611 | 91 | 176 | 289 | 1.9% |
| Q3 2022 | 629 | $12.6B | 439,060,200 | 44 | 206 | 258 | 1.4% |
| Q2 2022 | 656 | $13.0B | 459,852,942 | 59 | 220 | 261 | 1.9% |
| Q1 2022 | 702 | $16.8B | 475,673,068 | 57 | 238 | 283 | 1.1% |
| Q4 2021 | 770 | $23.6B | 499,968,112 | 67 | 263 | 261 | 1.7% |
| Q3 2021 | 738 | $25.7B | 517,669,266 | 78 | 245 | 268 | 1.4% |
| Q2 2021 | 720 | $26.3B | 535,855,126 | 89 | 267 | 236 | 1.2% |
| Q1 2021 | 702 | $22.2B | 541,206,567 | 105 | 248 | 241 | 1.1% |
| Q4 2020 | 651 | $19.2B | 540,516,771 | 79 | 185 | 261 | 1.9% |
| Q3 2020 | 601 | $14.4B | 539,106,451 | 67 | 185 | 253 | 1.7% |
| Q2 2020 | 584 | $12.3B | 544,881,542 | 81 | 170 | 262 | 1.6% |
| Q1 2020 | 589 | $8.7B | 534,638,900 | 49 | 192 | 263 | 0.9% |
| Q4 2019 | 721 | $20.4B | 560,018,333 | 73 | 211 | 281 | 1.3% |
| Q3 2019 | 678 | $19.6B | 569,544,393 | 57 | 205 | 273 | 1.0% |
| Q2 2019 | 696 | $20.6B | 586,274,258 | 74 | 230 | 267 | 1.5% |
| Q1 2019 | 685 | $19.1B | 593,901,686 | 83 | 223 | 272 | 1.0% |
| Q4 2018 | 670 | $15.1B | 634,415,065 | 12 | 13 | 16 | 2.0% |