Who Owns BANCO SANTANDER SA (SAN)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $7.6M of BANCO SANTANDER SA (SAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Versant Capital Management, Inc ($1.3M), Baron Wealth Management LLC ($1.3M), GAMMA Investing LLC ($1.2M), TRUST POINT INC. ($846,729), Valeo Financial Advisors, LLC ($661,393). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Versant Capital Management, Inc | $1.3M | 95,581 | Added |
| 2 | Baron Wealth Management LLC | $1.3M | 94,626 | Added |
| 3 | GAMMA Investing LLC | $1.2M | 85,272 | Added |
| 4 | TRUST POINT INC. | $846,729 | 61,357 | Trimmed |
| 5 | Valeo Financial Advisors, LLC | $661,393 | 47,927 | Added |
| 6 | 55 North Private Wealth, LLC | $602,164 | 43,635 | Added |
| 7 | Foster Group, Inc. | $350,437 | 25,394 | Added |
| 8 | MOODY NATIONAL BANK TRUST DIVISION | $317,703 | 23,022 | Hold |
| 9 | Dynamic Advisor Solutions LLC | $304,111 | 22,037 | Added |
| 10 | Avior Wealth Management, LLC | $236,104 | 17,109 | New |
| 11 | Boltwood Capital Management | $151,800 | 11,000 | Hold |
| 12 | LifeGoal Investments, LLC | $142,816 | 10,349 | Trimmed |
| 13 | Dogwood Wealth Management LLC | $63,508 | 4,602 | Added |
| 14 | Retirement Wealth Solutions LLC | $25,337 | 1,836 | Trimmed |
| 15 | ELEVATION WEALTH PARTNERS, LLC | $20,880 | 1,513 | New |
| 16 | Grove Bank & Trust | $20,424 | 1,480 | Added |
| 17 | CX Institutional | $8,000 | 612 | Hold |
| 18 | Beaird Harris Wealth Management, LLC | $6,339 | 459 | Hold |
| 19 | Arlington Trust Co LLC | $5,009 | 363 | Hold |
| 20 | CoreCap Advisors, LLC | $1,297 | 94 | New |
| 21 | Noble Wealth Management PBC | $718 | 52 | New |
| 22 | Pacific Excel Wealth Advisors, Inc. | $0 | 0 | Exited |
| 23 | Sonoma Allocations LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30