Latest Period
Q2 2026
Security Snapshot
Stone Ridge Trust V - Common Shares Institutional Ownership
CUSIP: 86172R101
13F Institutional Holders and Ownership History from Q1 2017 to Q2 2026
Institutions Reporting
1
Shares (Excl. Options)
14,908
Price
$45.87
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- Security type / class
- Equity / Common Shares
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 14,908
- Total 13F value
- $683,811
- Portfolio coverage rank
- 0%
- Share change
- +14,908
- Value change
- +$683,811
- Number of holders
- 1
- Shares outstanding
- 37,378,767
- SEC-reported price per share
- $45.87
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 86172R101 - Stone Ridge Trust V - Common Shares is tracked under CUSIP 86172R101.
- 1 institution reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 0 to 1 between Q1 2024 and Q2 2026.
- SEC-reported value moved from $0 to $683,811.
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
Open SEC evidence
Latest holder context comes from 1 institution filings for Q2 2026.
Security key
86172R101
Latest holder period
Q2 2026
13F holders
1
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 86172R101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
86172R101
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.8% | 2,541,756 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 31 Dec 2024 |
As of 30 Jun 2026, 1 institutional investors reported holding 14,908 shares of Stone Ridge Trust V - Common Shares. This represents 0.04% of the company’s total 37,378,767 outstanding shares.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
20
Latest
Q2 2026
Rows shown
1-20 of 20
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 14,908 | $683,811 | +$683,811 | $45.87 | 1 |
| 2024 Q1 | 0 | $0 | -$7,861 | $45.87 | 0 |
| 2023 Q4 | 170 | $7,861 | $46.24 | 1 | |
| 2021 Q1 | 0 | $0 | -$5,137 | $45.87 | 0 |
| 2020 Q4 | 96 | $5,137 | -$215,398 | $53.51 | 1 |
| 2020 Q3 | 4,417 | $219,374 | +$40,504 | $49.71 | 2 |
| 2020 Q2 | 11,972 | $117,068 | +$117,068 | $9.77 | 2 |
| 2020 Q1 | 0 | $0 | -$322,119 | $45.87 | 0 |
| 2019 Q4 | 31,723 | $322,119 | -$33,859,881 | $10.49 | 2 |
| 2019 Q3 | 3,367,641 | $34,182,000 | -$23,312,796 | $10.27 | 2 |
| 2019 Q2 | 5,664,440 | $57,494,000 | -$3,604,762 | $10.11 | 2 |
| 2019 Q1 | 6,019,565 | $61,099,000 | -$14,058,465 | $10.15 | 1 |
| 2018 Q4 | 7,404,626 | $75,231,000 | +$3,014,127 | $10.16 | 1 |
| 2018 Q3 | 7,107,960 | $72,643,000 | +$1,868,718 | $10.22 | 1 |
| 2018 Q2 | 6,925,110 | $70,705,000 | +$1,868,716 | $10.21 | 1 |
| 2018 Q1 | 6,742,081 | $68,702,000 | -$15,290,393 | $10.19 | 1 |
| 2017 Q4 | 8,242,606 | $83,910,000 | +$860,773 | $10.18 | 1 |
| 2017 Q3 | 8,158,051 | $82,804,000 | +$4,226,778 | $10.15 | 1 |
| 2017 Q2 | 7,741,612 | $78,887,000 | +$78,774,000 | $10.24 | 2 |
| 2017 Q1 | 11,064 | $113,000 | +$113,000 | $10.21 | 1 |