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Institutional Ownership · SEC Form 13F

Who owns Peapack-Gladstone Financial Corporation (PGC)


Which tracked institutional funds hold PGC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PGC company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

164
Institutional holders
13M
Shares held (tracked funds)
75.3%
Of shares outstanding

How the tape is positioned

57 tracked funds added or opened PGC while 20 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

PGC’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 PGC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PGC 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 164 tracked filers holding PGC, 81 increased or opened the position and 72 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 PGC 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 11

  • VANGUARD CAPITAL MANAGEMENT LLC$24M
  • BASSWOOD CAPITAL MANAGEMENT, L.L.C.$7M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$6M
  • VANGUARD FIDUCIARY TRUST CO$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • Vanguard Global Advisers, LLC$1M

Full exits 8

  • VANGUARD GROUP INC$27M
  • TWO SIGMA ADVISERS, LP$3M
  • Walleye Capital LLC$2M
  • PRUDENTIAL FINANCIAL INC$923K
  • Qube Research & Technologies Ltd$853K
  • Man Group plc$789K

Largest adds

  • Boston Partners$17M
  • BlackRock, Inc.$8M
  • DIMENSIONAL FUND ADVISORS LP$8M
  • JPMORGAN CHASE & CO$7M
  • ALGERT GLOBAL LLC$6M
  • Russell Investments Group, Ltd.$5M

Largest trims

  • MILLENNIUM MANAGEMENT LLC$3M
  • CITADEL ADVISORS LLC$2M
  • PNC FINANCIAL SERVICES GROUP, INC.$2M
  • MORGAN STANLEY$1M
  • Trexquant Investment LP$837K
  • MENDON CAPITAL ADVISORS CORP$807K

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed1,471,349$52M10.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,035,091$36M7.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new686,064$24M5.0%2026-Q1
PHILADELPHIA TRUST CO trimmed671,779$24M4.9%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed613,618$22M4.5%2026-Q1
STATE STREET CORP trimmed516,912$18M3.8%2026-Q1
Boston Partners added496,272$17M3.6%2026-Q1
BROWN ADVISORY INC trimmed456,266$16M3.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed391,393$14M2.9%2026-Q1
STRATEGIC VALUE BANK PARTNERS LLC378,416$13M2.8%2026-Q1
AMERICAN CENTURY COMPANIES INC added368,815$13M2.7%2026-Q1
ALGERT GLOBAL LLC added329,415$12M2.4%2026-Q1
BANC FUNDS CO LLC trimmed273,947$10M2.0%2026-Q1
SALZHAUER MICHAEL trimmed255,739$9M1.9%2026-Q1
JPMORGAN CHASE & CO added243,243$8M1.8%2026-Q1
Russell Investments Group, Ltd. added240,136$8M1.8%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed217,050$8M1.6%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed207,045$7M1.5%2026-Q1
BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed195,520$7M1.4%2026-Q1
GOLDMAN SACHS GROUP INC added192,171$7M1.4%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added172,948$6M1.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new160,980$6M1.2%2026-Q1
NORTHERN TRUST CORP added136,506$5M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed130,414$5M1.0%2026-Q1
Oppenheimer & Close, LLC added124,936$4M0.9%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added119,339$4M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new108,163$4M0.8%2026-Q1
AQR CAPITAL MANAGEMENT LLC added105,311$4M0.8%2026-Q1
Nuveen, LLC added97,178$3M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added92,803$3M0.7%2026-Q1
FEDERATED HERMES, INC. added83,364$3M0.6%2026-Q1
Empowered Funds, LLC added75,445$3M0.6%2026-Q1
State of New Jersey Common Pension Fund D trimmed70,863$2M0.5%2026-Q1
MORGAN STANLEY trimmed62,981$2M0.5%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed62,910$2M0.5%2026-Q1
D. E. Shaw & Co., Inc. trimmed61,761$2M0.5%2026-Q1
FMR LLC added57,197$2M0.4%2026-Q1
FIRST TRUST ADVISORS LP trimmed56,651$2M0.4%2026-Q1
CACTI ASSET MANAGEMENT LLC55,000$2M0.4%2026-Q1
Trexquant Investment LP trimmed52,355$2M0.4%2026-Q1
Quantinno Capital Management LP added50,026$2M0.4%2026-Q1
SEI INVESTMENTS CO added48,036$2M0.4%2026-Q1
HRT FINANCIAL LP added47,876$2M0.4%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added46,497$2M0.3%2026-Q1
Bank of New York Mellon Corp added45,824$2M0.3%2026-Q1
PL Capital Advisors, LLC45,500$2M0.3%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added41,751$1M0.3%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed39,100$1M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed38,792$1M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added35,347$1M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed33,952$1M0.2%2026-Q1
Numerai GP LLC added33,164$1M0.2%2026-Q1
IFP Advisors, Inc added32,634$1M0.2%2026-Q1
LPL Financial LLC added31,661$1M0.2%2026-Q1
Vanguard Global Advisers, LLC new30,480$1M0.2%2026-Q1
UBS Group AG added30,381$1M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed30,000$1M0.2%2026-Q1
Swiss National Bank29,000$1M0.2%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed28,992$1M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed28,515$1M0.2%2026-Q1
Cannell & Spears LLC27,915$983K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed27,652$974K0.2%2026-Q1
Invesco Ltd. added27,614$972K0.2%2026-Q1
Creative Planning added27,464$967K0.2%2026-Q1
PANAGORA ASSET MANAGEMENT INC trimmed25,395$894K0.2%2026-Q1
Brooklyn Investment Group new25,366$893K0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added25,075$883K0.2%2026-Q1
SummerHaven Investment Management, LLC trimmed24,893$876K0.2%2026-Q1
Ellsworth Advisors, LLC new24,384$859K0.2%2026-Q1
Jump Financial, LLC trimmed23,693$834K0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added20,325$716K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed20,183$711K0.1%2026-Q1
FIRST MANHATTAN CO. LLC.20,000$704K0.1%2026-Q1
EverSource Wealth Advisors, LLC added15,000$671K0.1%2026-Q1
Y-Intercept (Hong Kong) Ltd added18,118$638K0.1%2026-Q1
STRS OHIO trimmed18,100$637K0.1%2026-Q1
XTX Topco Ltd added16,242$572K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added19,904$554K0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH15,535$547K0.1%2026-Q1
KLP KAPITALFORVALTNING AS15,300$539K0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added14,836$522K0.1%2026-Q1
CITIGROUP INC trimmed14,362$506K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed13,802$486K0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed13,294$468K0.1%2026-Q1
VANGUARD GROUP INC trimmed966,585$27M5.6%2025-Q4 stale
KENNEDY CAPITAL MANAGEMENT LLC added209,169$6M1.2%2025-Q1 stale
TWO SIGMA ADVISERS, LP added121,420$3M0.7%2025-Q4 stale
Walleye Capital LLC added71,628$2M0.4%2025-Q4 stale
PRUDENTIAL FINANCIAL INC trimmed33,135$923K0.2%2025-Q4 stale
Qube Research & Technologies Ltd trimmed30,636$853K0.2%2025-Q4 stale
Man Group plc added28,327$789K0.2%2025-Q4 stale
ExodusPoint Capital Management, LP added23,599$657K0.1%2025-Q4 stale
AlphaQuest LLC added22,815$635K0.1%2025-Q4 stale
Verition Fund Management LLC new22,119$628K0.1%2025-Q1 stale
Engineers Gate Manager LP added22,738$628K0.1%2025-Q3 stale
CW Advisors, LLC trimmed17,950$507K0.1%2025-Q2 stale
LAZARD ASSET MANAGEMENT LLC added17,940$506K0.1%2025-Q2 stale
MARSHALL WACE, LLP trimmed17,441$481K0.1%2025-Q3 stale
GSA CAPITAL PARTNERS LLP trimmed16,906$467K0.1%2025-Q3 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.

HoldersTotal shares

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.

Learn how to read institutional ownership