Security Snapshot
STONE RIDGE TR - LIFEX 2065 INF (LIBD) Institutional Ownership
CUSIP: 86172B627
13F Institutional Holders and Ownership History from Q3 2025 to Q1 2026
Latest Period
Q1 2026
Institutions Reporting
3
Shares (Excl. Options)
14,244
Price
$276.86
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Type / Class
-
Equity / LIFEX 2065 INF
-
Symbol
-
LIBD
-
Price per share
-
$278.11
-
All holders as of 31 Mar 2026
-
Q1 2026
-
Total 13F shares
-
14,244
-
Total reported value
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$3,943,642
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% of total 13F portfolios
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0%
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Share change
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-456
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Value change
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-$126,246
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Number of holders
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3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Key facts
- LIBD - STONE RIDGE TR - LIFEX 2065 INF is tracked under CUSIP 86172B627.
- 3 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 3 to 3 between Q4 2025 and Q1 2026.
- Reported value moved from $4,141,589 to $3,943,642.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Latest holder context comes from 3 institutions filings for Q1 2026.
Open SEC Evidence
Security key
86172B627
Latest holder period
Q1 2026
13F holders
3
13D/G owners
0
CIK / CUSIP context first
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 86172B627:
As of 31 Mar 2026,
3
institutional investors reported holding
14,244
shares of
STONE RIDGE TR - LIFEX 2065 INF (LIBD).
Institutional Holders of STONE RIDGE TR - LIFEX 2065 INF (LIBD) across Reporting Periods
| Period |
Reported Shares, Excl. Options
|
Value, Excl. Options
|
Value Change
|
Puts Notional Value
|
Calls Notional Value
|
Price (Median)
|
Investors
|
|
2026 Q1
|
14,244
|
$3,943,642
|
-$126,246
|
|
|
$276.86
|
3
|
|
2025 Q4
|
14,700
|
$4,141,589
|
+$898,806
|
|
|
$281.74
|
3
|
|
2025 Q3
|
11,510
|
$3,309,779
|
+$3,309,779
|
|
|
$287.56
|
2
|