13F institutional ownership facts

Institutions tracked

50

Reported value

$943,663,650.00

Reported shares

6,969,171

Latest filing period

Q2 2026

Top institutional holders

  1. Charles Schwab · $4,887,508,616 · 0.65%
  2. Invesco · $5,837,554,061 · 0.46%
  3. SG Americas Securities · $737,230,000 · 0.41%
  4. Franklin Resources · $1,669,308,220 · 0.36%
  5. PFA Pension · $129,047,361 · 0.33%
  6. Lazard Asset Management · $193,132,529 · 0.29%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$PEP

Institutional Holdings

50

Top Institutions

Top Institutions

1

Charles Schwab

36,096,064 shares

0.65%

% of Portfolio

2

Invesco

43,113,398 shares

0.46%

% of Portfolio

3

SG Americas Securities

5,444,829 shares

0.41%

% of Portfolio

4

Franklin Resources

12,328,717 shares

0.36%

% of Portfolio

5

PFA Pension

953,082 shares

0.33%

% of Portfolio

6

Lazard Asset Management

1,426,385 shares

0.29%

% of Portfolio

7

New York State Teachers Retirement System - New York State Teachers Retirement System

1,119,123 shares

0.28%

% of Portfolio

8

Amundi

8,351,306 shares

0.27%

% of Portfolio

9

Cliff Asness - AQR Capital Management

5,380,695 shares

0.25%

% of Portfolio

10

Geode Capital Management

34,977,755 shares

0.25%

% of Portfolio

11

Legal & General

8,864,652 shares

0.25%

% of Portfolio

12

Larry Fink - BlackRock

118,281,854 shares

0.24%

% of Portfolio

13

State Street Corp

60,406,932 shares

0.24%

% of Portfolio

14

Jamie Dimon - JPMorgan Chase

30,596,336 shares

0.23%

% of Portfolio

15

Northern Trust Corp

14,311,127 shares

0.23%

% of Portfolio

16

David Solomon - Goldman Sachs

16,937,736 shares

0.20%

% of Portfolio

17

Jan van Eck - VanEck

3,546,901 shares

0.29%

% of Portfolio

18

Canada Pension Plan Investment Board

3,600,875 shares

0.27%

% of Portfolio

19

Mitsubishi Ufj Asset Management Co., Ltd.

3,499,917 shares

0.26%

% of Portfolio

20

PNC Financial Services

3,849,038 shares

0.26%

% of Portfolio

21

CalPERS

2,783,102 shares

0.21%

% of Portfolio

22

Josef Lakonishok - Lsv Asset Management

792,839 shares

0.19%

% of Portfolio

23

Morgan Stanley

26,615,206 shares

0.19%

% of Portfolio

24

Robeco Institutional Asset Management

1,088,276 shares

0.18%

% of Portfolio

25

Adage Capital Partners

815,979 shares

0.15%

% of Portfolio

26

Nuveen

4,385,530 shares

0.14%

% of Portfolio

27

BNP Paribas

2,831,808 shares

0.13%

% of Portfolio

28

UBS Group

6,549,761 shares

0.11%

% of Portfolio

29

Joel Greenblatt - Gotham Asset Management

239,120 shares

0.08%

% of Portfolio

30

PSP Investments

221,472 shares

0.08%

% of Portfolio

31

Voya Investment Mgmt

721,422 shares

0.08%

% of Portfolio

32

Wellington Management

2,805,255 shares

0.07%

% of Portfolio

33

Israel Englander - Millennium Management

1,262,259 shares

0.06%

% of Portfolio

34

David E. Shaw - D.E. Shaw & Co.

736,519 shares

0.05%

% of Portfolio

35

Two Sigma Investments

544,758 shares

0.05%

% of Portfolio

36

Ken Fisher - Fisher Asset Management

8,676,821 shares

0.35%

% of Portfolio

37

Temasek Holdings

579,619 shares

0.21%

% of Portfolio

38

Mike Hankin - Brown Advisory INC

410,973 shares

0.09%

% of Portfolio

39

Jennison Associates

838,558 shares

0.07%

% of Portfolio

40

Neuberger Berman

520,269 shares

0.05%

% of Portfolio

41

T. Rowe Price

3,871,243 shares

0.05%

% of Portfolio

42

Ken Griffin - Citadel Advisors

1,631,488 shares

0.03%

% of Portfolio

43

Jane Street Group

227,802 shares

0.00%

% of Portfolio

44

Dmitry Balyasny - Balyasny Asset Management

33,327 shares

0.01%

% of Portfolio

45

Baillie Gifford

603,782 shares

0.07%

% of Portfolio

46

Rajiv Jain - Gqg Partners

218,202 shares

0.05%

% of Portfolio

47

Jeremy Grantham - GMO

112,499 shares

0.03%

% of Portfolio

48

Capital World Investors

384,570 shares

0.01%

% of Portfolio

49

First Eagle Investment Management

48,231 shares

0.01%

% of Portfolio

50

Fidelity International (FIL)

46,093 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

43%

MEDIUM

32%

SMALL

-19%

Geographic Distribution

North America
74%
Europe
18%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

39

Sellers

38

Holders

77

New

14

Exited

8

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Insider TradingPRO

Trading Statistics

Insider Buyers

17

Insider Sellers

38

Purchase Value

$37.1M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

89

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
94
Recent Activity
78
Concentration
72
Momentum
71
Stability
75

Recent Actions

New

14

Increased

33

Decreased

20

Exited

2

Total

45

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