Who owns PACS
Which tracked institutional funds hold PACS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PACS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PACS is one-sided between 2026-Q1 and 2026-Q2: 85 added or opened and 26 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PACS’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PACS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 226 tracked filers holding PACS, 148 increased or opened the position and 98 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PACS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Clark Capital Management Group, Inc.$11M
- MACKENZIE FINANCIAL CORP$8M
- Eversept Partners, LP$5M
- HUSSMAN STRATEGIC ADVISORS, INC.$4M
- Inspire Investing, LLC$3M
- VIRGINIA RETIREMENT SYSTEMS ET Al$2M
Full exits 14
- COHEN & STEERS, INC.$293M
- T. Rowe Price Investment Management, Inc.$9M
- BI Asset Management Fondsmaeglerselskab A/S$7M
- Zimmer Partners, LP$4M
- Aquatic Capital Management LLC$4M
- Point72 Asset Management, L.P.$3M
Largest adds
- FMR LLC$101M
- AMERICAN CENTURY COMPANIES INC$74M
- BlackRock, Inc.$56M
- Crewe Advisors LLC$53M
- AMERIPRISE FINANCIAL INC$49M
- DIMENSIONAL FUND ADVISORS LP$27M
Largest trims
- Alyeska Investment Group, L.P.$31M
- Defilade Capital Management, L.P.$16M
- MILLENNIUM MANAGEMENT LLC$9M
- CITADEL ADVISORS LLC$9M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- PRUDENTIAL FINANCIAL INC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 6,207,375 | $265M | 15.3% | 2026-Q2 |
| BlackRock, Inc. added | 4,155,408 | $177M | 10.3% | 2026-Q2 |
| Crewe Advisors LLC added | 3,307,188 | $141M | 8.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,108,196 | $133M | 7.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,995,116 | $85M | 4.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,982,621 | $85M | 4.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,843,496 | $79M | 4.6% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 1,539,065 | $66M | 3.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,230,728 | $52M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,208,670 | $52M | 3.0% | 2026-Q2 |
| STATE STREET CORP added | 1,124,145 | $48M | 2.8% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 912,492 | $39M | 2.3% | 2026-Q2 |
| MORGAN STANLEY added | 750,750 | $32M | 1.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 664,861 | $28M | 1.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 583,754 | $25M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 452,901 | $19M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 449,052 | $19M | 1.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 443,484 | $19M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 428,868 | $18M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 385,647 | $16M | 1.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 366,402 | $16M | 0.9% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 364,147 | $16M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 330,194 | $14M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 314,990 | $13M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 302,319 | $13M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 296,715 | $13M | 0.7% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 288,879 | $12M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 278,522 | $12M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 276,795 | $12M | 0.7% | 2026-Q2 |
| UBS Group AG added | 270,036 | $12M | 0.7% | 2026-Q2 |
| Clark Capital Management Group, Inc. new | 264,514 | $11M | 0.7% | 2026-Q2 |
| Defilade Capital Management, L.P. trimmed | 215,675 | $9M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 192,210 | $8M | 0.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 180,440 | $8M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 166,277 | $7M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 152,846 | $7M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 148,953 | $6M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 144,242 | $6M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 141,243 | $6M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 133,147 | $6M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 119,450 | $5M | 0.3% | 2026-Q2 |
| Eversept Partners, LP new | 117,441 | $5M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 108,384 | $5M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 107,517 | $5M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 86,491 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 85,162 | $4M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 84,199 | $4M | 0.2% | 2026-Q2 |
| HUSSMAN STRATEGIC ADVISORS, INC. new | 84,000 | $4M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 83,632 | $3M | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 81,559 | $3M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 80,795 | $3M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 78,800 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 78,201 | $3M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 77,105 | $3M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 71,909 | $3M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 66,990 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 64,861 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 62,006 | $3M | 0.2% | 2026-Q2 |
| Inspire Investing, LLC new | 60,912 | $3M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 59,523 | $3M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 58,403 | $2M | 0.1% | 2026-Q2 |
| Peterson Wealth Services trimmed | 51,004 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 48,177 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 46,573 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 44,960 | $2M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al new | 44,400 | $2M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 42,801 | $2M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 41,106 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 38,251 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 37,797 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 37,065 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 36,693 | $2M | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 36,631 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 36,514 | $2M | 0.1% | 2026-Q2 |
| Financiere des Professionnels - Fonds d'investissement inc. new | 34,173 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 30,895 | $1M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 30,058 | $1M | 0.1% | 2026-Q2 |
| Trek Financial, LLC | 29,463 | $1M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 27,320 | $1M | 0.1% | 2026-Q2 |
| PFG Advisors new | 26,991 | $1M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 26,977 | $1M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 26,537 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 26,470 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 24,770 | $1M | 0.1% | 2026-Q2 |
| Smith Group Asset Management, LLC added | 24,360 | $1M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 23,405 | $998K | 0.1% | 2026-Q2 |
| Renaissance Capital LLC added | 23,163 | $988K | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 22,219 | $947K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 21,438 | $914K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 21,314 | $909K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP added | 21,247 | $906K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 21,160 | $902K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 21,100 | $899K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC added | 20,573 | $877K | 0.1% | 2026-Q2 |
| Pacific Capital Wealth Advisors, Inc. | 20,560 | $877K | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 18,086 | $771K | 0.0% | 2026-Q2 |
| Jain Global LLC trimmed | 17,688 | $754K | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 17,447 | $744K | 0.0% | 2026-Q2 |
| Jacobsen Capital Management trimmed | 17,258 | $736K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 16,600 | $708K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.