Who owns PDM (PDM)
Which tracked institutional funds hold PDM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PDM 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
The tracked-fund tape on PDM is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 72 trimmed or exited — on balance reducing.
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
PDM’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 PDM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PDM 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 252 tracked filers holding PDM, 107 increased or opened the position and 133 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 PDM 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 9
- VANGUARD PORTFOLIO MANAGEMENT LLC$82M
- VANGUARD CAPITAL MANAGEMENT LLC$37M
- VANGUARD FIDUCIARY TRUST CO$5M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$4M
- NORGES BANK$2M
- ExodusPoint Capital Management, LP$1M
Full exits 7
- VANGUARD GROUP INC$150M
- Hudson Bay Capital Management LP$27M
- TWO SIGMA ADVISERS, LP$6M
- Lighthouse Investment Partners, LLC$5M
- Apollo Management Holdings, L.P.$4M
- VIRGINIA RETIREMENT SYSTEMS ET Al$3M
Largest adds
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6M
- TWO SIGMA INVESTMENTS, LP$6M
- BESSEMER GROUP INC$3M
- D. E. Shaw & Co., Inc.$823K
- JANE STREET GROUP, LLC$566K
- HARBOR CAPITAL ADVISORS, INC.$449K
Largest trims
- BlackRock, Inc.$22M
- STATE STREET CORP$10M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$8M
- AMERIPRISE FINANCIAL INC$7M
- COHEN & STEERS, INC.$7M
- LSV ASSET MANAGEMENT$7M
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. added | 15,071,609 | $99M | 10.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,487,149 | $82M | 8.5% | 2026-Q1 |
| COHEN & STEERS, INC. added | 7,427,057 | $49M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,648,873 | $37M | 3.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,305,333 | $35M | 3.6% | 2026-Q1 |
| WILSEY ASSET MANAGEMENT INC added | 4,892,550 | $32M | 3.3% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC added | 4,101,889 | $27M | 2.8% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 3,839,254 | $25M | 2.6% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 3,502,063 | $23M | 2.4% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 3,479,473 | $23M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,232,528 | $21M | 2.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,197,373 | $21M | 2.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,806,920 | $18M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,271,113 | $15M | 1.5% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 1,666,836 | $11M | 1.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,554,400 | $10M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,538,821 | $10M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,482,200 | $10M | 1.0% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 1,437,438 | $9M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,389,463 | $9M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,302,010 | $9M | 0.9% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 1,291,717 | $8M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,038,178 | $7M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 978,470 | $6M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 811,187 | $5M | 0.6% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 776,838 | $5M | 0.5% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 762,121 | $5M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 757,953 | $5M | 0.5% | 2026-Q1 |
| DC Investments Management, LLC | 744,654 | $5M | 0.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 686,590 | $5M | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 663,237 | $4M | 0.5% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. new | 550,013 | $4M | 0.4% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 534,706 | $4M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 475,748 | $3M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC added | 474,943 | $3M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 464,311 | $3M | 0.3% | 2026-Q1 |
| Helix Partners Management LP trimmed | 439,787 | $3M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 424,574 | $3M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 409,361 | $3M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 393,532 | $3M | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 381,656 | $3M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 377,644 | $2M | 0.3% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 332,246 | $2M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 328,417 | $2M | 0.2% | 2026-Q1 |
| Nepsis Inc. trimmed | 319,406 | $2M | 0.2% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 302,261 | $2M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 287,744 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 245,500 | $2M | 0.2% | 2026-Q1 |
| NORGES BANK added | 209,699 | $2M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 177,366 | $1M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 224,639 | $1M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 212,923 | $1M | 0.1% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 206,300 | $1M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 201,838 | $1M | 0.1% | 2026-Q1 |
| Fisher Asset Management, LLC | 196,868 | $1M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 191,500 | $1M | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 185,019 | $1M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 178,728 | $1M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 178,031 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 173,772 | $1M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 152,981 | $1M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 151,963 | $998K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 150,780 | $991K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 148,555 | $976K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 147,740 | $971K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 147,132 | $967K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 140,402 | $941K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 140,541 | $923K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 137,378 | $903K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 134,848 | $886K | 0.1% | 2026-Q1 |
| Swedbank AB trimmed | 123,209 | $809K | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 122,585 | $805K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 118,645 | $779K | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 111,938 | $735K | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 106,940 | $703K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 106,661 | $701K | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 106,281 | $698K | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 97,421 | $640K | 0.1% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 97,155 | $638K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 88,729 | $583K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 17,989,825 | $150M | 15.6% | 2025-Q4 stale |
| Hudson Bay Capital Management LP added | 3,247,359 | $27M | 2.8% | 2025-Q4 stale |
| Vision Capital Corp trimmed | 3,276,777 | $24M | 2.5% | 2025-Q1 stale |
| Glenmede Investment Management, LP trimmed | 1,536,198 | $14M | 1.4% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 718,600 | $6M | 0.6% | 2025-Q4 stale |
| NORDEA INVESTMENT MANAGEMENT AB added | 744,743 | $5M | 0.6% | 2025-Q2 stale |
| ALGERT GLOBAL LLC added | 581,243 | $5M | 0.5% | 2025-Q3 stale |
| Lighthouse Investment Partners, LLC added | 550,000 | $5M | 0.5% | 2025-Q4 stale |
| Apollo Management Holdings, L.P. new | 483,520 | $4M | 0.4% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 388,039 | $3M | 0.3% | 2025-Q4 stale |
| PANAGORA ASSET MANAGEMENT INC trimmed | 249,931 | $2M | 0.2% | 2025-Q2 stale |
| CAXTON ASSOCIATES LLP added | 191,485 | $2M | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 199,631 | $2M | 0.2% | 2025-Q4 stale |
| Sonora Investment Management Group, LLC added | 127,900 | $1M | 0.1% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 120,026 | $1M | 0.1% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 117,282 | $864K | 0.1% | 2025-Q1 stale |
| HUSSMAN STRATEGIC ADVISORS, INC. new | 105,000 | $765K | 0.1% | 2025-Q2 stale |
| Tredje AP-fonden | 100,072 | $738K | 0.1% | 2025-Q1 stale |
| Summit Global Investments trimmed | 94,405 | $688K | 0.1% | 2025-Q2 stale |
| JUPITER ASSET MANAGEMENT LTD trimmed | 78,987 | $576K | 0.1% | 2025-Q2 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.