Samsara Inc. (IOT) — Institutional Holders, Q2 2026 (page 6)
556 institutional investment managers reported a IOT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 556. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IOT 13F holders ranked 501–556 of 556
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | True Wealth Design#501 · 75 sh | 75 | $2.4K | — | -16.7% |
| 502 | JPL Wealth Management#502 · 68 sh | 68 | $2.2K | <0.01% | 0.0% |
| 503 | Fortitude Family Office#503 · 68 sh | 68 | $2.2K | — | +300.0% |
| 504 | Smartleaf Asset Management#504 · 68 sh | 68 | $2.2K | <0.01% | 0.0% |
| 505 | HRT FINANCIAL#505 · 67,200 sh | 67,200 | $2.2K | 0.00% | +31.8% |
| 506 | MV CAPITAL MANAGEMENT#506 · 67 sh | 67 | $2.2K | <0.01% | +13.6% |
| 507 | JFS WEALTH ADVISORS#507 · 66 sh | 66 | $2.1K | <0.01% | +106.2% |
| 508 | Purpose Unlimited#508 · 65 sh | 65 | $2.1K | <0.01% | 0.0% |
| 509 | SouthState Bank#509 · 64 sh | 64 | $2.1K | <0.01% | -4.5% |
| 510 | Planning Strategies#510 · 63 sh | 63 | $2.0K | — | — |
| 511 | Cornerstone Financial Management#511 · 62 sh | 62 | $2.0K | <0.01% | 0.0% |
| 512 | Strategic Wealth Advisors#512 · 82 sh | 82 | $2.0K | <0.01% | 0.0% |
| 513 | Aventura Private Wealth#513 · 51 sh | 51 | $1.7K | <0.01% | New |
| 514 | Silver Grove Financial Group#514 · 50 sh | 50 | $1.6K | <0.01% | New |
| 515 | TOTH FINANCIAL ADVISORY#515 · 50 sh | 50 | $1.6K | — | New |
| 516 | Financial Network Wealth Advisors#516 · 49 sh | 49 | $1.6K | <0.01% | New |
| 517 | PROATHLETE WEALTH MANAGEMENT#517 · 47 sh | 47 | $1.5K | — | 0.0% |
| 518 | American Capital Advisory#518 · 44 sh | 44 | $1.4K | <0.01% | +18.9% |
| 519 | Tradewinds Capital Management#519 · 40 sh | 40 | $1.3K | — | 0.0% |
| 520 | Cornerstone Planning Group#520 · 33 sh | 33 | $1.1K | — | -40.0% |
| 521 | Battery Global Advisors#521 · 30 sh | 30 | $973.00 | <0.01% | 0.0% |
| 522 | SHP Wealth Management#522 · 30 sh | 30 | $965.00 | <0.01% | -33.3% |
| 523 | Activest Wealth Management#523 · 28 sh | 28 | $908.00 | — | New |
| 524 | LRI Investments#524 · 28 sh | 28 | $908.00 | <0.01% | -85.9% |
| 525 | Rialto Wealth Management#525 · 26 sh | 26 | $844.00 | <0.01% | +36.8% |
| 526 | Spire Wealth Management#526 · 26 sh | 26 | $843.00 | 0.00% | -93.9% |
| 527 | Sunrise Financial Services#527 · 24 sh | 24 | $778.00 | — | 0.0% |
| 528 | Clearstead#528 · 23 sh | 23 | $746.00 | <0.01% | -83.5% |
| 529 | Quaker Wealth Management#529 · 21 sh | 21 | $682.00 | — | 0.0% |
| 530 | Bay Harbor Wealth Management#530 · 20 sh | 20 | $649.00 | <0.01% | +233.3% |
| 531 | Fountainhead AM#531 · 19 sh | 19 | $616.00 | <0.01% | New |
| 532 | DiNuzzo Private Wealth#532 · 18 sh | 18 | $584.00 | — | +157.1% |
| 533 | Hughes Financial Services#533 · 17 sh | 17 | $551.00 | <0.01% | +183.3% |
| 534 | Bell Investment Advisors#534 · 16 sh | 16 | $519.00 | <0.01% | -88.9% |
| 535 | Mascoma Wealth Management#535 · 14 sh | 14 | $454.00 | — | New |
| 536 | CoreCap Advisors#536 · 14 sh | 14 | $454.00 | — | New |
| 537 | Quarry#537 · 12 sh | 12 | $389.00 | 0.00% | -99.4% |
| 538 | Stone House Investment Management#538 · 11 sh | 11 | $357.00 | — | New |
| 539 | Davis Capital Management#539 · 10 sh | 10 | $324.00 | — | -16.7% |
| 540 | Creative Capital Management Investments#540 · 9 sh | 9 | $292.00 | <0.01% | New |
| 541 | FINANCIAL CONSULATE#541 · 7 sh | 7 | $228.00 | — | New |
| 542 | Cordant#542 · 7 sh | 7 | $223.00 | <0.01% | New |
| 543 | Abound Wealth Management#543 · 6 sh | 6 | $195.00 | — | New |
| 544 | HFM Investment Advisors#544 · 6 sh | 6 | $195.00 | <0.01% | New |
| 545 | 3 FACTOR INDEXING#545 · 5 sh | 5 | $163.00 | — | 0.0% |
| 546 | 1015 Capital Partners#546 · 5 sh | 5 | $162.00 | <0.01% | +66.7% |
| 547 | Essential Partners#547 · 4 sh | 4 | $130.00 | — | 0.0% |
| 548 | Medallion Wealth Advisors#548 · 2 sh | 2 | $65.00 | 0.00% | New |
| 549 | DecisionPoint Financial#549 · 1 sh | 1 | $35.00 | 0.00% | New |
| 550 | Seneschal Advisors#550 · 1 sh | 1 | $33.00 | 0.00% | 0.0% |
| 551 | RAFFA WEALTH MANAGEMENT#551 · 1 sh | 1 | $32.00 | 0.00% | 0.0% |
| 552 | Darwin Wealth Management#552 · 0 sh | 0 | $29.00 | 0.00% | New |
| 553 | Capital Advisors, Ltd.#553 · 14 sh | 14 | $0.00 | 0.00% | -92.3% |
| 554 | Pacer Advisors#554 · 9 sh | 9 | $0.00 | 0.00% | New |
| 555 | Navigoe#555 · 2 sh | 2 | $0.00 | 0.00% | New |
| 556 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#556 · 484,256 sh | 484,256 | — | — | -0.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.