Seagate Technology Holdings plc (STX) Smart Money Holdings (13F, Q2 2026)

STX ranks #144 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

STX is a top-conviction position for Trivest Advisors Ltd — at 22.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in STX belongs to BlackRock, Inc., but the position matters far more to Trivest Advisors Ltd, who has 22.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Chicago Capital, LLC has added to its STX position for two straight quarters, increasing it by $59.8M to reach $77.5M today.

Patriot Financial Group Insurance Agency, LLC has trimmed its STX position for two straight quarters, cutting it by $1.8M while still holding $238.0K.

STX is down 4.5% today, but institutions show net buying of $126.8B this quarter — a divergence between today's price move and the underlying institutional flow.

STX posted net income of $3.2B over the trailing twelve months, and currently trades at a P/E of 51.3.

• Profitable — net income of $3.2B over the trailing twelve months
• Revenue grew 34.1% year over year
• Net income improved year over year, from $1.5B to $3.2B
• Generated $3.7B in positive operating cash flow
• Current ratio of 1.67x — enough short-term assets to cover short-term liabilities
• Liabilities run 3.60x equity — a highly leveraged balance sheet worth noting