Summit Global Investments
All 13F Filings
- Location
- Bountiful, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,831,157
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 523 | 1,831,157 | 13F-HR | Summit Global Investments |
| Q1 2026 | 5/7/2026 | 483 | 1,694,932 | 13F-HR | Summit Global Investments |
| Q4 2025 | 2/18/2026 | 476 | 1,691,574 | 13F-HR | Summit Global Investments |
| Q3 2025 | 11/3/2025 | 462 | 1,712,020 | 13F-HR | Summit Global Investments |
| Q2 2025 | 8/12/2025 | 458 | 1,695,736 | 13F-HR | Summit Global Investments |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.228 M | 67.0% | 0 | 266.1 K | -266.1 K |
| ETFs | 602.3 K | 32.9% | 402.3 K | 0 | 402.3 K |
| Debt | 366 | 0.0% | 0 | 5 | -5 |
| Other | 838 | 0.0% | 43 | 0 | 43 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
1,831,157
Holdings
523
QoQ value change ($000)
136,225
(8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.