Who owns PBF Energy (PBF)
Which tracked institutional funds hold PBF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBF 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
106 tracked funds added or opened PBF while 114 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
PBF’s largest tracked holder by dollar value, BlackRock, Inc., 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 gap the other way — the median holder sizes PBF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PBF 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 411 tracked filers holding PBF, 252 increased or opened the position and 197 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 PBF 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 26
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$31M
- Public Sector Pension Investment Board$18M
- HENNESSY ADVISORS INC$10M
- Weiss Asset Management LP$10M
- SIR Capital Management, L.P.$9M
- Counterpoint Mutual Funds LLC$8M
Full exits 40
- T. Rowe Price Investment Management, Inc.$161M
- ACADIAN ASSET MANAGEMENT LLC$48M
- Portolan Capital Management, LLC$38M
- HRT FINANCIAL LP$11M
- Lighthouse Investment Partners, LLC$11M
- Sagefield Capital LP$11M
Largest adds
- BlackRock, Inc.$151M
- FMR LLC$113M
- AQR CAPITAL MANAGEMENT LLC$91M
- MACKENZIE FINANCIAL CORP$44M
- Allianz Asset Management GmbH$31M
- TWO SIGMA INVESTMENTS, LP$31M
Largest trims
- Invesco Ltd.$61M
- MARSHALL WACE, LLP$55M
- CANADA PENSION PLAN INVESTMENT BOARD$35M
- D. E. Shaw & Co., Inc.$32M
- MORGAN STANLEY$28M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$28M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 13,312,561 | $606M | 14.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 6,125,377 | $279M | 6.4% | 2026-Q2 |
| STATE STREET CORP added | 5,514,966 | $251M | 5.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 5,410,856 | $246M | 5.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 5,130,165 | $234M | 5.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 4,713,441 | $215M | 4.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,141,668 | $189M | 4.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 3,650,630 | $166M | 3.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 2,759,985 | $126M | 2.9% | 2026-Q2 |
| FMR LLC added | 2,589,479 | $118M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,492,272 | $113M | 2.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,704,319 | $78M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,678,123 | $76M | 1.8% | 2026-Q2 |
| Squarepoint Ops LLC added | 1,622,285 | $74M | 1.7% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,462,014 | $67M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,359,903 | $62M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,265,749 | $58M | 1.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,246,941 | $57M | 1.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,150,157 | $52M | 1.2% | 2026-Q2 |
| CastleKnight Management LP added | 1,124,676 | $51M | 1.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 1,052,545 | $48M | 1.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 986,471 | $45M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 892,046 | $41M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 843,823 | $38M | 0.9% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 810,749 | $37M | 0.9% | 2026-Q2 |
| Driehaus Capital Management LLC added | 757,695 | $34M | 0.8% | 2026-Q2 |
| Recurrent Investment Advisors LLC trimmed | 729,534 | $33M | 0.8% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 724,088 | $33M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 685,796 | $31M | 0.7% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 683,228 | $31M | 0.7% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 677,153 | $31M | 0.7% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 675,114 | $31M | 0.7% | 2026-Q2 |
| Jump Financial, LLC added | 645,200 | $29M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 623,051 | $28M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 622,438 | $28M | 0.7% | 2026-Q2 |
| AEGIS FINANCIAL CORP | 620,289 | $28M | 0.7% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 582,048 | $26M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 571,365 | $26M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 552,971 | $26M | 0.6% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 542,006 | $25M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 533,874 | $24M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 500,827 | $23M | 0.5% | 2026-Q2 |
| Man Group plc added | 477,703 | $22M | 0.5% | 2026-Q2 |
| PDT Partners, LLC | 443,690 | $20M | 0.5% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 442,400 | $20M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board added | 404,000 | $18M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 390,286 | $18M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 360,678 | $16M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 359,563 | $17M | 0.4% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 334,356 | $15M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 330,353 | $15M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 297,219 | $14M | 0.3% | 2026-Q2 |
| Aventail Capital Group, LP added | 294,865 | $13M | 0.3% | 2026-Q2 |
| NORGES BANK trimmed | 290,894 | $13M | 0.3% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 265,505 | $12M | 0.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 250,721 | $11M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 247,657 | $11M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 231,396 | $11M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 226,709 | $10M | 0.2% | 2026-Q2 |
| HENNESSY ADVISORS INC trimmed | 218,900 | $10M | 0.2% | 2026-Q2 |
| Hara Capital LLC trimmed | 218,311 | $10M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 216,305 | $10M | 0.2% | 2026-Q2 |
| Weiss Asset Management LP new | 210,915 | $10M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 204,516 | $9M | 0.2% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 203,250 | $9M | 0.2% | 2026-Q2 |
| SIR Capital Management, L.P. new | 200,529 | $9M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 195,734 | $9M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 194,500 | $9M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 191,895 | $9M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 189,316 | $9M | 0.2% | 2026-Q2 |
| Creative Planning added | 188,414 | $9M | 0.2% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 175,288 | $8M | 0.2% | 2026-Q2 |
| Counterpoint Mutual Funds LLC added | 166,614 | $8M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 161,050 | $7M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 151,926 | $7M | 0.2% | 2026-Q2 |
| Old West Investment Management, LLC | 140,690 | $6M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 139,043 | $7M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 137,159 | $6M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 133,937 | $6M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 131,793 | $6M | 0.1% | 2026-Q2 |
| THIRD AVENUE MANAGEMENT LLC | 131,050 | $6M | 0.1% | 2026-Q2 |
| TOWLE & CO trimmed | 127,651 | $6M | 0.1% | 2026-Q2 |
| Brooklands Fund Management Ltd new | 125,175 | $6M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 121,294 | $6M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 120,550 | $5M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 116,190 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 111,971 | $5M | 0.1% | 2026-Q2 |
| HITE Hedge Asset Management LLC added | 109,171 | $5M | 0.1% | 2026-Q2 |
| Alphadyne Asset Management LP trimmed | 105,085 | $5M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 104,918 | $5M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 103,324 | $5M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 102,000 | $5M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 101,742 | $5M | 0.1% | 2026-Q2 |
| Sourcerock Group LLC new | 100,000 | $5M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 96,684 | $4M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 93,998 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 90,734 | $4M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 90,689 | $4M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P new | 88,552 | $4M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 86,878 | $4M | 0.1% | 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.