13F QoQ Ownership Changes
PLMR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 63 new · 126 added · 152 reduced · 71 exited
New Positions(63)
Added To(126)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,403,417 | +101,471 | $593.4M | +$91.2M | 2.4% |
| JANUS HENDERSON GROUP PLC | 795,625 | +568,360 | $107.2M | +$80.7M | 250.1% |
| VANGUARD GROUP INC | 2,698,278 | +67,038 | $363.6M | +$56.4M | 2.5% |
| Sumitomo Mitsui Trust Group, Inc. | 785,165 | +328,993 | $105.8M | +$52.6M | 72.1% |
| Balyasny Asset Management L.P. | 308,734 | +229,681 | $41.6M | +$32.4M | 290.5% |
| Voya Investment Management LLC | 239,602 | +234,812 | $32.3M | +$31.7M | 4902.1% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 840,226 | +101,698 | $113.2M | +$27.0M | 13.8% |
| Stephens Investment Management Group LLC | 694,317 | +114,859 | $93.6M | +$25.9M | 19.8% |
| DIMENSIONAL FUND ADVISORS LP | 629,447 | +33,397 | $84.8M | +$15.2M | 5.6% |
| AMERICAN CENTURY COMPANIES INC | 459,009 | +38,108 | $61.9M | +$12.7M | 9.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 661,900 | +2,295 | $89.2M | +$12.2M | 0.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 86,540 | +66,117 | $11.7M | +$9.3M | 323.7% |
| DANSKE BANK A/S | 138,295 | +56,898 | $18.6M | +$9.1M | 69.9% |
| FEDERATED HERMES, INC. | 328,415 | +23,214 | $44.3M | +$8.6M | 7.6% |
| CITADEL ADVISORS LLC | 131,387 | +42,029 | $17.7M | +$7.3M | 47.0% |
| PRINCIPAL FINANCIAL GROUP INC | 207,703 | +25,448 | $28.0M | +$6.7M | 14.0% |
| Artemis Investment Management LLP | 212,279 | +24,169 | $28.6M | +$6.6M | 12.8% |
| GOLDMAN SACHS GROUP INC | 247,207 | +17,725 | $33.3M | +$6.5M | 7.7% |
| Freestone Grove Partners LP | 240,887 | +15,370 | $32.5M | +$6.1M | 6.8% |
| NORTHERN TRUST CORP | 281,742 | +7,751 | $38.0M | +$6.0M | 2.8% |
| EMERALD ADVISERS, LLC | 301,964 | +962 | $40.7M | +$5.6M | 0.3% |
| Woodline Partners LP | 126,146 | +27,275 | $17.0M | +$5.5M | 27.6% |
| Point72 Asset Management, L.P. | 202,220 | +11,621 | $27.3M | +$5.0M | 6.1% |
| PRUDENTIAL FINANCIAL INC | 73,701 | +29,051 | $9.9M | +$4.7M | 65.1% |
| Nuveen, LLC | 157,801 | +6,608 | $21.3M | +$3.6M | 4.4% |
| Clark Capital Management Group, Inc. | 113,942 | +11,104 | $15.4M | +$3.3M | 10.8% |
| Russell Investments Group, Ltd. | 27,789 | +24,357 | $3.7M | +$3.3M | 709.7% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 161,717 | +1,458 | $21.8M | +$3.1M | 0.9% |
| BLAIR WILLIAM & CO/IL | 127,421 | +2,130 | $17.2M | +$2.5M | 1.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | 97,826 | +4,363 | $13.2M | +$2.3M | 4.7% |
| SEI INVESTMENTS CO | 54,240 | +10,224 | $7.3M | +$2.2M | 23.2% |
| FMR LLC | 17,866 | +15,325 | $2.4M | +$2.1M | 603.1% |
| HighTower Advisors, LLC | 17,613 | +15,273 | $2.4M | +$2.1M | 652.7% |
| Waverly Advisors, LLC | 72,827 | +4,302 | $9.8M | +$1.8M | 6.3% |
| F/m Investments LLC | 49,665 | +7,529 | $6.7M | +$1.8M | 17.9% |
| AQR CAPITAL MANAGEMENT LLC | 28,027 | +10,664 | $3.8M | +$1.7M | 61.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,775 | +631 | $1.5M | +$1.5M | 6.2% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 59,521 | +3,046 | $8.0M | +$1.4M | 5.4% |
| Creative Planning | 19,099 | +8,337 | $2.6M | +$1.3M | 77.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 66,610 | +672 | $9.0M | +$1.3M | 1.0% |
| WELLS FARGO & COMPANY/MN | 36,282 | +5,195 | $4.9M | +$1.3M | 16.7% |
| ALLIANCEBERNSTEIN L.P. | 52,233 | +1,610 | $7.0M | +$1.1M | 3.2% |
| Swiss National Bank | 52,900 | +1,000 | $7.1M | +$1.1M | 1.9% |
| Conestoga Capital Advisors, LLC | 20,635 | +3,050 | $2.8M | +$727.7K | 17.3% |
| One Capital Management, LLC | 12,033 | +3,507 | $1.6M | +$626.2K | 41.1% |
| Future Fund LLC | 12,020 | +3,502 | $1.6M | +$625.3K | 41.1% |
| US BANCORP \DE\ | 4,920 | +4,297 | $663.0K | +$590.3K | 689.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 25,501 | +415 | $3.4M | +$507.7K | 1.6% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 15,759 | +1,874 | $2.1M | +$502.6K | 13.5% |
| Diversified Trust Co | 7,731 | +2,754 | $1.0M | +$460.8K | 55.3% |
| Quantinno Capital Management LP | 8,869 | +2,235 | $1.2M | +$420.7K | 33.7% |
| Integrated Quantitative Investments LLC | 10,527 | +1,820 | $1.4M | +$402.1K | 20.9% |
| Illinois Municipal Retirement Fund | 15,212 | +696 | $2.0M | +$355.2K | 4.8% |
| STIFEL FINANCIAL CORP | 14,136 | +385 | $1.9M | +$299.5K | 2.8% |
| Tidal Investments LLC | 10,757 | +852 | $1.4M | +$293.2K | 8.6% |
| Advisors Asset Management, Inc. | 12,469 | +497 | $1.7M | +$282.6K | 4.2% |
| CAPTRUST FINANCIAL ADVISORS | 8,641 | +1,065 | $1.2M | +$280.0K | 14.1% |
| Diversify Advisory Services, LLC | 8,754 | +1,267 | $1.1M | +$273.1K | 16.9% |
| Caitlin John, LLC | 1,919 | +1,911 | $258.6K | +$257.7K | 23887.5% |
| MARTINGALE ASSET MANAGEMENT L P | 13,012 | +3 | $1.8M | +$234.7K | 0.0% |
| State of Tennessee, Department of Treasury | 15,275 | +971 | $1.9M | +$217.8K | 6.8% |
| Mariner, LLC | 3,076 | +1,289 | $414.4K | +$205.7K | 72.1% |
| EXCHANGE TRADED CONCEPTS, LLC | 7,190 | +638 | $968.9K | +$204.0K | 9.7% |
| Keebeck Wealth Management | 4,751 | +815 | $640.2K | +$180.7K | 20.7% |
| Gotham Asset Management, LLC | 4,737 | +792 | $638.4K | +$177.8K | 20.1% |
| PNC Financial Services Group, Inc. | 5,629 | +453 | $758.6K | +$154.3K | 8.8% |
| Atria Investments, Inc | 3,415 | +716 | $460.2K | +$145.1K | 26.5% |
| PRINCIPAL SECURITIES, INC. | 1,590 | +990 | $214.3K | +$144.2K | 165.0% |
| Clearstead Advisors, LLC | 1,401 | +1,004 | $188.8K | +$142.4K | 252.9% |
| Pictet Asset Management Holding SA | 4,440 | +408 | $598.3K | +$127.6K | 10.1% |
| MML INVESTORS SERVICES, LLC | 4,427 | +371 | $596.6K | +$123.0K | 9.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,060 | +487 | $412.4K | +$112.0K | 18.9% |
| ProShare Advisors LLC | 5,130 | +155 | $691.3K | +$110.5K | 3.1% |
| Amundi | 4,658 | +35 | $627.7K | +$105.8K | 0.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 749 | +731 | $100.9K | +$98.8K | 4061.1% |
| QUADRANT CAPITAL GROUP LLC | 4,464 | +88 | $601.6K | +$90.7K | 2.0% |
| Global Retirement Partners, LLC | 859 | +594 | $115.8K | +$84.8K | 224.2% |
| TWO SIGMA ADVISERS, LP | 2,500 | +300 | $336.9K | +$80.0K | 13.6% |
| Tower Research Capital LLC (TRC) | 1,312 | +460 | $176.8K | +$77.3K | 54.0% |
| ALPS ADVISORS INC | 3,942 | +44 | $531.2K | +$76.1K | 1.1% |
| GAMMA Investing LLC | 1,216 | +455 | $163.9K | +$75.0K | 59.8% |
| Maryland State Retirement & Pension System | 3,874 | +24 | $522.1K | +$72.6K | 0.6% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3,029 | +29 | $408.2K | +$57.9K | 1.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,546 | +82 | $332.8K | +$48.3K | 3.3% |
| Outlook Wealth Advisors, LLC | 1,987 | +48 | $267.8K | +$41.4K | 2.5% |
| Farther Finance Advisors, LLC | 490 | +275 | $66.0K | +$40.9K | 127.9% |
| XPONANCE, INC. | 2,086 | +13 | $281.1K | +$39.1K | 0.6% |
| Crossmark Global Holdings, Inc. | 1,829 | +4 | $246.5K | +$33.4K | 0.2% |
| Smartleaf Asset Management LLC | 672 | +137 | $90.7K | +$29.4K | 25.6% |
| Rockefeller Capital Management L.P. | 294 | +132 | $39.6K | +$20.7K | 81.5% |
| Sterling Capital Management LLC | 171 | +107 | $23.0K | +$15.6K | 167.2% |
| RICHARDSON FINANCIAL SERVICES INC. | 286 | +69 | $38.5K | +$13.2K | 31.8% |
| UMB Bank, n.a. | 156 | +82 | $21.0K | +$12.4K | 110.8% |
| NISA INVESTMENT ADVISORS, LLC | 431 | +21 | $58.1K | +$10.2K | 5.1% |
| EverSource Wealth Advisors, LLC | 114 | +41 | $15.4K | +$6.8K | 56.2% |
| MassMutual Private Wealth & Trust, FSB | 91 | +43 | $12.3K | +$6.7K | 89.6% |
| Wilmington Savings Fund Society, FSB | 60 | +47 | $8.1K | +$6.6K | 361.5% |
| PRIVATE TRUST CO NA | 81 | +34 | $10.9K | +$5.4K | 72.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 281,603 | +722 | $38.0K | +$5.2K | 0.3% |
| FIFTH THIRD BANCORP | 146 | +16 | $19.7K | +$4.5K | 12.3% |
| SBI Securities Co., Ltd. | 170 | +4 | $22.9K | +$3.5K | 2.4% |
| Prestige Wealth Management Group LLC | 36 | +30 | $4.1K | +$3.4K | 500.0% |
| CIBC Private Wealth Group LLC | 45 | +20 | $6.1K | +$3.1K | 80.0% |
| Root Financial Partners, LLC | 63 | +16 | $8.5K | +$3.0K | 34.0% |
| BESSEMER GROUP INC | 153,905 | +222 | $20.7K | +$2.8K | 0.1% |
| ASSETMARK, INC | 54 | +15 | $7.3K | +$2.7K | 38.5% |
| Parkside Financial Bank & Trust | 39 | +15 | $5.3K | +$2.5K | 62.5% |
| ROTHSCHILD INVESTMENT LLC | 43 | +13 | $5.8K | +$2.3K | 43.3% |
| Parallel Advisors, LLC | 60 | +8 | $8.1K | +$2.0K | 15.4% |
| Larson Financial Group LLC | 17 | +14 | $2.3K | +$1.9K | 466.7% |
| LRI Investments, LLC | 54 | +8 | $7.3K | +$1.9K | 17.4% |
| Versant Capital Management, Inc | 30 | +6 | $4.0K | +$1.2K | 25.0% |
| Golden State Wealth Management, LLC | 20 | +7 | $2.7K | +$1.2K | 53.8% |
| JFS WEALTH ADVISORS, LLC | 18 | +6 | $2.4K | +$1.0K | 50.0% |
| State of Alaska, Department of Revenue | 19,936 | +5,184 | $2.7K | +$964 | 35.1% |
| Fortitude Family Office, LLC | 10 | +4 | $1.3K | +$647 | 66.7% |
| High Note Wealth, LLC | 16 | +2 | $2.2K | +$521 | 14.3% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 20,267 | +482 | $2.7K | +$407 | 2.4% |
| SG Americas Securities, LLC | 12,490 | +1,489 | $1.7K | +$399 | 13.5% |
| NATIXIS ADVISORS, LLC | 12,310 | +612 | $1.7K | +$293 | 5.2% |
| Rialto Wealth Management, LLC | 2 | +1 | $270 | +$153 | 100.0% |
| Summit Global Investments | 4,646 | +79 | $626 | +$93 | 1.7% |
| Janney Capital Management LLC | 2,442 | +41 | $329 | +$49 | 1.7% |
| CWM, LLC | 1,444 | +164 | $195 | +$46 | 12.8% |
| Covestor Ltd | 1,254 | +131 | $169 | +$38 | 11.7% |
| HANTZ FINANCIAL SERVICES, INC. | 57 | +52 | $8 | +$7 | 1040.0% |