Who owns Perma-Fix Environmental Services (PESI)
Which tracked institutional funds hold PESI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PESI 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 PESI is one-sided between 2026-Q1 and 2026-Q2: 27 added or opened and 2 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
PESI’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 PESI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PESI 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 88 tracked filers holding PESI, 49 increased or opened the position and 29 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 PESI 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 5
- KENNEDY CAPITAL MANAGEMENT LLC$9M
- Diametric Capital, LP$2M
- CM WEALTH ADVISORS LLC$1M
- Owls Nest Partners IA, LLC$808K
- SEI INVESTMENTS CO$586K
Largest adds
- BlackRock, Inc.$5M
- Diamond Hill Capital Management, LLC (Investment Advisor)$5M
- MAK CAPITAL ONE LLC$5M
- Potomac Capital Management, Inc.$4M
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- Prescott Group Capital Management, L.L.C.$3M
Largest trims
- GROUP ONE TRADING LLC$896K
- D. E. Shaw & Co., Inc.$318K
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 | 1,252,756 | $18M | 11.4% | 2026-Q2 |
| MAK CAPITAL ONE LLC added | 1,032,958 | $15M | 9.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 811,743 | $12M | 7.4% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 777,142 | $11M | 7.0% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 642,533 | $9M | 5.8% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC new | 610,903 | $9M | 5.5% | 2026-Q2 |
| Potomac Capital Management, Inc. added | 477,000 | $7M | 4.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 455,156 | $7M | 4.1% | 2026-Q2 |
| HEARTLAND ADVISORS INC | 400,000 | $6M | 3.6% | 2026-Q2 |
| STATE STREET CORP added | 349,744 | $5M | 3.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 191,063 | $3M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 162,755 | $2M | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 156,934 | $2M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 152,626 | $2M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 141,639 | $2M | 1.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 123,040 | $2M | 1.1% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 122,611 | $2M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 121,267 | $2M | 1.1% | 2026-Q2 |
| North Star Investment Management Corp. | 120,532 | $2M | 1.1% | 2026-Q2 |
| Diametric Capital, LP added | 114,714 | $2M | 1.0% | 2026-Q2 |
| MYDA Advisors LLC trimmed | 90,000 | $1M | 0.8% | 2026-Q2 |
| CM WEALTH ADVISORS LLC new | 87,839 | $1M | 0.8% | 2026-Q2 |
| XTX Topco Ltd added | 62,888 | $899K | 0.6% | 2026-Q2 |
| Owls Nest Partners IA, LLC new | 56,555 | $808K | 0.5% | 2026-Q2 |
| Pale Fire Capital SE added | 55,627 | $795K | 0.5% | 2026-Q2 |
| MORGAN STANLEY added | 53,084 | $759K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 46,651 | $667K | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 45,249 | $647K | 0.4% | 2026-Q2 |
| GatePass Capital, LLC added | 44,742 | $639K | 0.4% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. added | 42,649 | $609K | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 41,371 | $591K | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 41,022 | $586K | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 38,101 | $544K | 0.3% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 31,633 | $452K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 31,493 | $450K | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 30,976 | $443K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 29,303 | $419K | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 24,858 | $355K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 32,850 | $351K | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC added | 23,333 | $333K | 0.2% | 2026-Q2 |
| Nuveen, LLC | 22,454 | $321K | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 21,948 | $314K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 20,879 | $298K | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC | 20,600 | $294K | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd new | 18,967 | $271K | 0.2% | 2026-Q2 |
| FIFTH LANE CAPITAL, LP new | 18,000 | $257K | 0.2% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 16,683 | $256K | 0.2% | 2026-Q2 |
| BAILARD, INC. | 17,800 | $254K | 0.2% | 2026-Q2 |
| Oxler Private Wealth LLC | 17,005 | $243K | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 16,465 | $235K | 0.1% | 2026-Q2 |
| Quent Capital, LLC | 16,199 | $231K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 15,900 | $227K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 15,366 | $220K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 11,681 | $167K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC | 10,390 | $148K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 9,410 | $134K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 8,731 | $125K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 8,239 | $118K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 8,115 | $116K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,469 | $98K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 5,742 | $82K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 5,649 | $81K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 4,400 | $63K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 4,181 | $60K | 0.0% | 2026-Q2 |
| Persistent Asset Partners Ltd new | 3,912 | $56K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 2,708 | $39K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,482 | $35K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 1,784 | $25K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 1,558 | $22K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 1,232 | $18K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 744 | $11K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 579 | $9K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 243 | $3K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 214 | $3K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 101 | $1K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 90 | $1K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 71 | $1K | 0.0% | 2026-Q2 |
| Torren Management, LLC | 53 | $757 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 48 | $686 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 48 | $686 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 32 | $457 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 20 | $286 | 0.0% | 2026-Q2 |
| Essential Partners LLC | 9 | $129 | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 5 | $72 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 5 | $71 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 2 | $29 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 1 | $14 | 0.0% | 2026-Q2 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | $14 | 0.0% | 2026-Q2 |
| VANGUARD GROUP INC added | 968,107 | $12M | 7.7% | 2025-Q4 stale (2 quarters behind) |
| Perritt Capital Management Inc trimmed | 166,300 | $2M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| Informed Momentum Co LLC new | 64,784 | $816K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Ancora Advisors LLC trimmed | 57,927 | $729K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| MILLENNIUM MANAGEMENT LLC added | 38,617 | $486K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| ARS Investment Partners, LLC trimmed | 36,145 | $455K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 22,960 | $322K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| VAN ECK ASSOCIATES CORP added | 220,289 | $2M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 196,197 | $2M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Legato Capital Management LLC | 56,459 | $570K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 30,500 | $321K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| COMMONS CAPITAL, LLC | 30,350 | $319K | 0.2% | 2025-Q2 stale (4 quarters behind) |
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.