SYSCO CORP (SYY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
71
Reporting holders
$118.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,574
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $43.2M | 554,261 | 0.66% | 32q | +47.6%+$13.9M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $19.8M | 254,578 | 1.31% | 32q | -1.3%-$270.1K |
| TOTH FINANCIAL ADVISORY CORP | $9.8M | 126,138 | 0.98% | 32q | -0.6%-$59.4K |
| Graves Light Lenhart Wealth, Inc. | $7.2M | 92,142 | 0.67% | 32q | -4.5%-$342.2K |
| BENEDICT FINANCIAL ADVISORS INC | $4.6M | 58,924 | 0.91% | 32q | HELD |
| Bath Savings Trust Co | $3.4M | 43,455 | 0.35% | 32q | -1.4%-$46.8K |
| MassMutual Private Wealth & Trust, FSB | $3.0M | 38,151 | 0.08% | 25q | +0.5%+$15.4K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $1.6M | 20,000 | 0.29% | 9q | HELD |
| HALL LAURIE J TRUSTEE | $1.4M | 18,388 | 0.46% | 30q | HELD |
| GAMMA Investing LLC | $1.4M | 18,137 | 0.05% | 12q | +25.0%+$283.1K |
| Iowa State Bank | $1.4M | 17,772 | 0.23% | 32q | -1.9%-$27.5K |
| Farther Finance Advisors, LLC | $1.3M | 16,900 | 0.01% | 16q | +23.3%+$248.8K |
| Coastline Trust Co | $1.3M | 16,170 | 0.12% | 32q | HELD |
| Gradient Investments LLC | $1.1M | 13,666 | 0.02% | 32q | +1.7%+$17.5K |
| Dickmeyer Boyce Financial Management, Inc. | $961.0K | 12,326 | 0.49% | 3q | -2.0%-$20.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $949.9K | 12,185 | 0.08% | 20q | +4.2%+$38.4K |
| Persium Advisors, LLC | $909.2K | 11,663 | 0.48% | 8q | -46.4%-$786.8K |
| ALKEME WEALTH, LLC | $908.5K | 11,653 | 0.34% | 32q | +2.9%+$25.6K |
| CoreCap Advisors, LLC | $902.8K | 11,580 | 0.03% | 9q | +19.3%+$146.1K |
| SAPIENT CAPITAL LLC | $838.0K | 10,749 | 0.01% | 12q | -45.8%-$706.7K |
| Wedmont Private Capital | $776.8K | 9,933 | 0.02% | 12q | +26.2%+$161.5K |
| MFA WEALTH ADVISORS, LLC | $765.3K | 9,817 | 0.13% | 17q | +13.1%+$88.8K |
| Grove Bank & Trust | $712.9K | 9,145 | 0.07% | 16q | -19.5%-$173.1K |
| Wealth Enhancement Trust Services, Inc. | $705.1K | 9,044 | 0.08% | 4q | -52.1%-$766.3K |
| M.E. ALLISON & CO., INC. | $698.8K | 8,964 | 0.39% | 8q | HELD |
| PARK NATIONAL CORP /OH/ | $687.8K | 8,823 | 0.02% | 32q | -1.6%-$11.4K |
| TOMPKINS FINANCIAL CORP | $686.5K | 8,806 | 0.05% | 24q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $639.3K | 8,200 | 0.41% | 8q | HELD |
| Bank & Trust Co | $636.8K | 8,168 | 0.40% | 10q | -5.0%-$33.6K |
| Everhart Financial Group, Inc. | $561.4K | 7,202 | 0.03% | 11q | -2.1%-$11.9K |
| Nautilus Advisors LLC | $547.6K | 7,024 | 0.33% | 8q | HELD |
| DIVERSIFIED MANAGEMENT INC | $465.3K | 5,968 | 0.08% | 4q | +18.1%+$71.4K |
| Acropolis Investment Management, LLC | $442.2K | 5,672 | 0.02% | 32q | -42.6%-$328.7K |
| Ridgewood Investments LLC | $395.1K | 5,068 | 0.15% | 2q | HELD |
| Partnership Wealth Management, LLC | $389.8K | 5,000 | 0.28% | 12q | HELD |
| Versant Capital Management, Inc | $335.9K | 4,308 | 0.03% | 32q | +31.3%+$80.1K |
| Atlas Brown,Inc. | $300.1K | 3,850 | 0.08% | 28q | HELD |
| Valeo Financial Advisors, LLC | $289.2K | 3,710 | 0.01% | 32q | +6.1%+$16.6K |
| ACIMA PRIVATE WEALTH, LLC | $248.3K | 3,185 | 0.07% | 32q | -9.0%-$24.6K |
| Hummer Financial Advisory Services Inc | $237.8K | 3,050 | 0.16% | 4q | HELD |
| Rosenberg Matthew Hamilton | $236.6K | 3,035 | 0.04% | 27q | +23.5%+$45.0K |
| Sound Income Strategies, LLC | $235.2K | 3,008 | 0.01% | 30q | -3.9%-$9.5K |
| RIVERSEDGE ADVISORS, LLC | $229.6K | 2,945 | 0.03% | 2q | -3.1%-$7.3K |
| Bullock Wealth Management Group | $222.3K | 2,859 | 0.09% | 11q | +0.6%+$1.2K |
| Dorato Capital Management | $216.9K | 2,825 | 0.14% | 4q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $214.9K | 2,756 | 0.02% | 32q | -19.1%-$50.8K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $214.3K | 2,749 | 0.05% | 22q | -4.4%-$9.8K |
| AMERICAN NATIONAL BANK & TRUST | $160.3K | 2,056 | 0.01% | 23q | -16.8%-$32.4K |
| Bank of New Hampshire | $85.6K | 1,098 | 0.02% | 22q | -5.6%-$5.1K |
| ELEVATION WEALTH PARTNERS, LLC | $47.9K | 614 | 0.01% | 4q | +13.7%+$5.8K |
| Davis Capital Management | $44.4K | 570 | 0.03% | 13q | +25.6%+$9.0K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $41.4K | 531 | 0.01% | new | NEW |
| BURKETT FINANCIAL SERVICES, LLC | $31.9K | 408 | 0.01% | 12q | HELD |
| Bangor Savings Bank | $23.4K | 300 | 0.00% | 18q | HELD |
| Miller Global Investments, LLC | $23.4K | 300 | 0.02% | new | NEW |
| PROFESSIONAL ADVISORY SERVICES INC | $22.6K | 289,876 | 2.70% | 12q | -3.1% |
| Hickory Point Bank & Trust | $18.7K | 240 | 0.01% | 3q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $15.6K | 200 | 0.00% | 9q | HELD |
| FIRST COMMUNITY TRUST NA | $15.3K | 196 | 0.01% | 20q | HELD |
| Marquette Asset Management, LLC | $14.9K | 191 | 0.00% | 5q | +16.5%+$2.1K |
| GK Wealth Management LLC | $11.9K | 152 | 0.01% | new | NEW |
| Roxbury Financial LLC | $11.7K | 150 | 0.01% | 8q | HELD |
| Mn Services Vermogensbeheer B.V. | $10.9K | 139,680 | 0.08% | 31q | HELD |
| Olistico Wealth, LLC | $10.4K | 133 | 0.00% | 3q | HELD |
| JACOBS & CO/CA | $9.0K | 115,689 | 0.78% | 32q | -1.8% |
| GoalVest Advisory LLC | $8.4K | 108 | 0.00% | 2q | +217.6%+$5.8K |
| Trust Co | $7.8K | 100 | 0.00% | 4q | HELD |
| Retirement Wealth Solutions LLC | $4.8K | 61 | 0.00% | 8q | +19.6% |
| Pacifica Partners Inc. | $3.0K | 38 | 0.00% | 28q | HELD |
| Horizons Wealth Management | $2.9K | 37 | 0.00% | 17q | HELD |
| Planning Strategies Inc. | $2.6K | 33 | 0.00% | 2q | +120.0%+$1.4K |
| Horrell Capital Management, Inc. | $2.3K | 30 | 0.00% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.9K | 25 | 0.00% | 16q | HELD |
| CX Institutional | $1.4K | 18,299 | 0.04% | 14q | +1.1% |
| GILPIN WEALTH MANAGEMENT, LLC | $78 | 1 | 0.00% | new | NEW |
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-04 | 2026-09-01 | Directors or officers departed or appointed Material agreement entered | filing |
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 |
|---|---|---|---|---|---|
| 2026-05-26 | Hinshaw John M | Director | Bought | 13,304 | $1.0M |
| 2026-08-21 | Phillips Ronald L | EVP and CHRO | Sold | 7,350 | $614.5K |
| 2026-08-10 | Phillips Ronald L | EVP and CHRO | Sold | 6,285 | $527.6K |
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 | 71 | $118.6M | 1,521,524 | 4 | 21 | 21 | 0.0% |
| Q2 2026 | 1,645 | $38.8B | 460,829,143 | 186 | 541 | 552 | 1.0% |
| Q1 2026 | 1,571 | $29.9B | 413,042,976 | 137 | 506 | 544 | 1.4% |
| Q4 2025 | 1,575 | $31.6B | 423,172,205 | 109 | 445 | 575 | 1.3% |
| Q3 2025 | 1,565 | $35.0B | 420,146,597 | 134 | 454 | 576 | 1.1% |
| Q2 2025 | 1,519 | $32.4B | 422,263,486 | 106 | 467 | 541 | 1.2% |
| Q1 2025 | 1,534 | $32.2B | 424,745,755 | 105 | 461 | 573 | 1.1% |
| Q4 2024 | 1,565 | $33.2B | 429,527,426 | 83 | 490 | 528 | 1.2% |
| Q3 2024 | 1,502 | $33.6B | 425,820,707 | 137 | 458 | 530 | 1.0% |
| Q2 2024 | 1,440 | $30.7B | 427,112,328 | 86 | 454 | 534 | 0.8% |
| Q1 2024 | 1,487 | $35.6B | 435,432,692 | 123 | 446 | 547 | 0.7% |
| Q4 2023 | 1,467 | $32.2B | 435,362,980 | 120 | 406 | 541 | 1.0% |
| Q3 2023 | 1,360 | $27.7B | 415,094,560 | 74 | 448 | 492 | 1.0% |
| Q2 2023 | 1,428 | $31.3B | 418,663,922 | 89 | 482 | 481 | 0.7% |
| Q1 2023 | 1,414 | $34.2B | 450,166,143 | 90 | 459 | 460 | 0.8% |
| Q4 2022 | 1,447 | $33.4B | 432,360,972 | 106 | 440 | 469 | 1.1% |
| Q3 2022 | 1,392 | $30.3B | 423,022,788 | 102 | 435 | 458 | 1.3% |
| Q2 2022 | 1,436 | $36.3B | 423,364,140 | 101 | 484 | 451 | 1.2% |
| Q1 2022 | 1,416 | $35.5B | 429,897,780 | 104 | 464 | 480 | 1.2% |
| Q4 2021 | 1,387 | $33.3B | 417,153,441 | 78 | 439 | 429 | 1.7% |
| Q3 2021 | 1,327 | $33.3B | 418,324,146 | 79 | 462 | 396 | 1.4% |
| Q2 2021 | 1,335 | $32.7B | 415,100,023 | 86 | 461 | 405 | 1.4% |
| Q1 2021 | 1,351 | $32.9B | 412,233,402 | 114 | 401 | 500 | 1.3% |
| Q4 2020 | 1,318 | $31.8B | 418,742,673 | 124 | 354 | 449 | 1.8% |
| Q3 2020 | 1,201 | $26.5B | 420,477,339 | 99 | 361 | 460 | 1.3% |
| Q2 2020 | 1,202 | $22.8B | 412,289,145 | 155 | 361 | 479 | 1.4% |
| Q1 2020 | 1,158 | $19.2B | 416,755,445 | 114 | 368 | 473 | 0.8% |
| Q4 2019 | 1,336 | $35.9B | 417,571,375 | 84 | 369 | 449 | 0.5% |
| Q3 2019 | 1,238 | $32.9B | 411,533,279 | 89 | 437 | 393 | 0.6% |
| Q2 2019 | 1,210 | $29.3B | 411,647,900 | 69 | 396 | 416 | 0.7% |
| Q1 2019 | 1,234 | $27.3B | 408,094,622 | 97 | 385 | 440 | 0.4% |
| Q4 2018 | 1,212 | $27.0B | 428,684,671 | 11 | 19 | 23 | 0.7% |