Who owns PBH (PBH)
Which tracked institutional funds hold PBH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBH company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
63 tracked funds added or opened PBH while 75 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
PBH’s largest tracked holder by dollar value, VANGUARD GROUP 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 PBH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PBH 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 2025-Q4 and 2026-Q1, across 352 tracked filers holding PBH, 183 increased or opened the position and 188 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 PBH between the 2025-Q4 and 2026-Q1 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 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$166M
- VANGUARD CAPITAL MANAGEMENT LLC$124M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$28M
- VANGUARD FIDUCIARY TRUST CO$18M
- Woodline Partners LP$16M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$8M
Full exits 18
- VANGUARD GROUP INC$309M
- Squarepoint Ops LLC$18M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$5M
- SEIZERT CAPITAL PARTNERS, LLC$4M
- DEERFIELD MANAGEMENT COMPANY, L.P.$4M
- HRT FINANCIAL LP$3M
Largest adds
- Capital Research Global Investors$18M
- JONES FINANCIAL COMPANIES LLLP$15M
- MILLENNIUM MANAGEMENT LLC$13M
- BRANDES INVESTMENT PARTNERS, LP$13M
- NORGES BANK$8M
- ENVESTNET ASSET MANAGEMENT INC$6M
Largest trims
- BlackRock, Inc.$165M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$24M
- Invesco Ltd.$9M
- Allspring Global Investments Holdings, LLC$9M
- D. E. Shaw & Co., Inc.$7M
- WESTWOOD HOLDINGS GROUP INC$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,191,569 | $308M | 9.2% | 2026-Q1 |
| ARIEL INVESTMENTS, LLC added | 4,274,326 | $253M | 7.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,803,828 | $166M | 5.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,672,777 | $158M | 4.8% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 2,202,606 | $131M | 3.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,092,993 | $124M | 3.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,970,981 | $117M | 3.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 1,558,104 | $90M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,460,035 | $87M | 2.6% | 2026-Q1 |
| MORGAN STANLEY added | 1,357,470 | $80M | 2.4% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 1,119,715 | $66M | 2.0% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,070,515 | $63M | 1.9% | 2026-Q1 |
| Capital Research Global Investors added | 894,679 | $53M | 1.6% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 854,119 | $51M | 1.5% | 2026-Q1 |
| NORGES BANK trimmed | 524,077 | $45M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 750,305 | $44M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 742,149 | $44M | 1.3% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 643,340 | $38M | 1.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 598,026 | $35M | 1.1% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 599,375 | $35M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 556,460 | $33M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 547,442 | $32M | 1.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 546,209 | $32M | 1.0% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 521,622 | $31M | 0.9% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC new | 480,408 | $28M | 0.9% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 473,151 | $28M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 457,618 | $27M | 0.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 454,332 | $27M | 0.8% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 450,200 | $27M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 392,209 | $23M | 0.7% | 2026-Q1 |
| Leeward Investments, LLC - MA trimmed | 376,808 | $22M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 375,850 | $22M | 0.7% | 2026-Q1 |
| BESSEMER GROUP INC added | 374,691 | $22M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 311,341 | $18M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 310,524 | $18M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 300,133 | $18M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 282,300 | $17M | 0.5% | 2026-Q1 |
| Woodline Partners LP added | 273,943 | $16M | 0.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 269,392 | $16M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 266,680 | $16M | 0.5% | 2026-Q1 |
| Tributary Capital Management, LLC added | 260,462 | $15M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 258,281 | $15M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 253,753 | $15M | 0.5% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 253,119 | $15M | 0.5% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 251,165 | $15M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 250,151 | $15M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 232,355 | $14M | 0.4% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 212,461 | $13M | 0.4% | 2026-Q1 |
| NORTH STAR ASSET MANAGEMENT INC added | 211,824 | $13M | 0.4% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 207,096 | $12M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 192,678 | $11M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 183,440 | $11M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 169,325 | $10M | 0.3% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 157,126 | $9M | 0.3% | 2026-Q1 |
| NICHOLAS COMPANY, INC. trimmed | 150,930 | $9M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 145,859 | $9M | 0.3% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 136,800 | $8M | 0.2% | 2026-Q1 |
| Man Group plc trimmed | 136,470 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 114,432 | $7M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 113,743 | $7M | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 113,114 | $7M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. trimmed | 108,814 | $6M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 107,505 | $6M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 106,485 | $6M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 101,903 | $6M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 100,952 | $6M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 99,251 | $6M | 0.2% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 96,630 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 95,200 | $6M | 0.2% | 2026-Q1 |
| Dana Investment Advisors, Inc. trimmed | 94,574 | $6M | 0.2% | 2026-Q1 |
| FMR LLC added | 91,792 | $5M | 0.2% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 91,078 | $5M | 0.2% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 88,739 | $5M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 86,445 | $5M | 0.2% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 79,921 | $5M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 70,917 | $4M | 0.1% | 2026-Q1 |
| KESTREL INVESTMENT MANAGEMENT CORP trimmed | 70,050 | $4M | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 69,573 | $4M | 0.1% | 2026-Q1 |
| Dean Capital Management added | 67,798 | $4M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 64,759 | $4M | 0.1% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 65,000 | $4M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 62,288 | $4M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 60,675 | $4M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 57,800 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 57,310 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,004,632 | $309M | 9.3% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 1,620,912 | $101M | 3.0% | 2025-Q3 stale |
| Squarepoint Ops LLC trimmed | 289,694 | $18M | 0.5% | 2025-Q4 stale |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 222,495 | $18M | 0.5% | 2025-Q2 stale |
| Glenmede Investment Management, LP trimmed | 251,369 | $16M | 0.5% | 2025-Q3 stale |
| CW Advisors, LLC added | 163,185 | $13M | 0.4% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 81,254 | $5M | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 72,143 | $5M | 0.1% | 2025-Q3 stale |
| Magnetar Financial LLC added | 55,316 | $4M | 0.1% | 2025-Q2 stale |
| SEIZERT CAPITAL PARTNERS, LLC added | 70,953 | $4M | 0.1% | 2025-Q4 stale |
| DEERFIELD MANAGEMENT COMPANY, L.P. added | 69,669 | $4M | 0.1% | 2025-Q4 stale |
| Global IMC LLC new | 49,025 | $4M | 0.1% | 2025-Q1 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 63,527 | $4M | 0.1% | 2025-Q3 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61,500 | $4M | 0.1% | 2025-Q3 stale |
| Informed Momentum Co LLC trimmed | 41,398 | $4M | 0.1% | 2025-Q1 stale |
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.