SAFEGUARD SCIENTIFICS INC - SFES
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 661,144 | 518 | 0.0% | 0.0% | 1 | -31,779 | -4.59% | Q4 2023 | Mar 11, 2024 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 633,941 | 497 | 0.0% | 0.0% | 2 | +12,951 | 2.09% | Q4 2023 | Feb 13, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 135,924 | 106 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2023 | Feb 13, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 108,889 | 85 | 0.0% | 0.0% | 4 | -5,500 | -4.81% | Q4 2023 | Feb 14, 2024 |
| MORGAN STANLEY | History | Added to | 67,614 | 53 | 0.0% | 0.0% | 5 | +63,725 | 1638.6% | Q4 2023 | Aug 16, 2024 |
| NORTHERN TRUST CORP | History | Added to | 46,856 | 36 | 0.0% | 0.0% | 6 | +14,851 | 46.4% | Q4 2023 | Feb 13, 2024 |
| STATE STREET CORP | History | No change | 25,065 | 28 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2023 | Feb 14, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 20,922 | 16 | 0.0% | — | 8 | +20,922 | New | Q4 2023 | Feb 14, 2024 |
| Bank of New York Mellon Corp | History | Added to | 13,955 | 10 | 0.0% | 0.0% | 9 | +1 | 0.01% | Q4 2023 | Jan 29, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 12,218 | 9 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2023 | Feb 06, 2024 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,656 | 7 | 0.0% | 0.0% | 11 | +2,071 | 27.3% | Q4 2023 | Feb 13, 2024 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,144 | 2 | 0.0% | 0.0% | 12 | +1,905 | 153.75% | Q4 2023 | Feb 09, 2024 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -95,711 | -100.0% | Q3 2023 | Nov 14, 2023 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -86,731 | -100.0% | Q3 2023 | Nov 09, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,817 | -100.0% | Q3 2023 | Nov 14, 2023 |
| Creative Planning | History | Closed out | 0 | 0 | — | — | — | -364 | -100.0% | Q3 2023 | Nov 16, 2023 |
| UBS Group AG | History | Reduced | 182 | 0 | — | — | — | -84 | -31.58% | Q4 2023 | Feb 09, 2024 |
| ROYAL BANK OF CANADA | History | Reduced | 200 | 0 | — | — | — | -51 | -20.32% | Q4 2023 | Feb 14, 2024 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2023 | Nov 01, 2023 |
| FMR LLC | History | Reduced | 40 | 0 | — | — | — | -7 | -14.89% | Q4 2023 | Feb 13, 2024 |
| JPMORGAN CHASE & CO | History | Added to | 21 | 0 | — | — | — | +5 | 31.25% | Q4 2023 | Dec 26, 2024 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2023 | Nov 13, 2023 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2023 | Feb 07, 2024 |
| OSAIC HOLDINGS, INC. | History | No change | 112 | 0 | — | — | — | 0 | 0.0% | Q4 2023 | Feb 12, 2024 |
| Parallel Advisors, LLC | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q4 2023 | Feb 12, 2024 |
| Caldwell Trust Co | History | No change | 116 | 0 | — | — | — | 0 | 0.0% | Q4 2023 | Oct 01, 2025 |