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Institutional Ownership · SEC Form 13F

Who owns PH (PH)


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

1,919
Institutional holders
115,674,123
Shares held (tracked funds)

How the tape is positioned

440 tracked funds added or opened PH while 319 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

PH’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes PH more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PH 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 1919 tracked filers holding PH, 873 increased or opened the position and 839 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 PH 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 94

  • VANGUARD CAPITAL MANAGEMENT LLC$7.3B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.6B
  • VANGUARD FIDUCIARY TRUST CO$636M
  • Vanguard Global Advisers, LLC$247M
  • CIBC Bancorp USA Inc.$186M
  • VANGUARD ASSET MANAGEMENT, Ltd$182M

Full exits 53

  • VANGUARD GROUP INC$9.8B
  • CIBC Private Wealth Group LLC$163M
  • Alyeska Investment Group, L.P.$55M
  • COMERICA BANK$39M
  • FORSTA AP-FONDEN$32M
  • Wealth High Governance Capital Ltda$19M

Largest adds

  • MORGAN STANLEY$412M
  • Qube Research & Technologies Ltd$328M
  • Invesco Ltd.$229M
  • JPMORGAN CHASE & CO$229M
  • Winslow Capital Management, LLC$197M
  • GEODE CAPITAL MANAGEMENT, LLC$176M

Largest trims

  • Capital World Investors$830M
  • NORGES BANK$760M
  • PRICE T ROWE ASSOCIATES INC /MD/$632M
  • Aristotle Capital Management, LLC$487M
  • BANK OF AMERICA CORP /DE/$333M
  • AMERIPRISE FINANCIAL INC$281M

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. trimmed9,503,425$8.5B9.1%2026-Q1
STATE STREET CORP trimmed9,342,841$8.4B9.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new8,200,693$7.3B7.9%2026-Q1
FMR LLC trimmed4,043,057$3.6B3.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed3,483,595$3.1B3.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,919,044$2.6B2.8%2026-Q1
MORGAN STANLEY added2,554,356$2.3B2.5%2026-Q1
Invesco Ltd. added2,323,354$2.1B2.2%2026-Q1
Aristotle Capital Management, LLC trimmed2,121,374$1.9B2.0%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed1,931,027$1.7B1.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,805,829$1.6B1.7%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,790,979$1.6B1.7%2026-Q1
Capital World Investors trimmed1,626,604$1.5B1.6%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed1,570,540$1.4B1.5%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,563,895$1.4B1.5%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added1,279,231$1.1B1.2%2026-Q1
NORTHERN TRUST CORP trimmed1,246,740$1.1B1.2%2026-Q1
FRANKLIN RESOURCES INC trimmed1,170,655$1.0B1.1%2026-Q1
NORGES BANK trimmed1,639,717$997M1.1%2026-Q1
Nuveen, LLC trimmed1,101,682$986M1.1%2026-Q1
UBS Group AG added1,061,984$951M1.0%2026-Q1
ROYAL BANK OF CANADA trimmed1,057,102$946M1.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,007,775$902M1.0%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added982,854$880M0.9%2026-Q1
JPMORGAN CHASE & CO added930,602$802M0.9%2026-Q1
DEUTSCHE BANK AG\ added890,035$797M0.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed878,574$787M0.8%2026-Q1
Baird Financial Group, Inc. trimmed875,351$784M0.8%2026-Q1
GOLDMAN SACHS GROUP INC added870,116$779M0.8%2026-Q1
Legal & General Group Plc added763,534$684M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed756,940$678M0.7%2026-Q1
Bank of New York Mellon Corp trimmed740,592$663M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new710,570$636M0.7%2026-Q1
Amundi added625,059$560M0.6%2026-Q1
Pictet Asset Management Holding SA added610,750$547M0.6%2026-Q1
Kestra Advisory Services, LLC trimmed603,127$540M0.6%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added595,279$532M0.6%2026-Q1
BANK OF MONTREAL /CAN/ trimmed566,649$507M0.5%2026-Q1
BARCLAYS PLC trimmed541,342$485M0.5%2026-Q1
Fisher Asset Management, LLC trimmed509,577$456M0.5%2026-Q1
CITADEL ADVISORS LLC added503,514$451M0.5%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed475,915$426M0.5%2026-Q1
DekaBank Deutsche Girozentrale469,619$418M0.4%2026-Q1
Qube Research & Technologies Ltd added465,251$417M0.4%2026-Q1
Holocene Advisors, LP trimmed463,399$415M0.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed461,024$413M0.4%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed411,601$368M0.4%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added400,595$359M0.4%2026-Q1
Focus Partners Wealth added394,782$353M0.4%2026-Q1
LORD, ABBETT & CO. LLC trimmed393,274$352M0.4%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed390,916$350M0.4%2026-Q1
Winslow Capital Management, LLC added381,899$342M0.4%2026-Q1
Swiss National Bank added370,300$332M0.4%2026-Q1
AMF Tjanstepension AB trimmed362,514$325M0.3%2026-Q1
National Pension Service added356,548$319M0.3%2026-Q1
Swedbank AB added349,507$313M0.3%2026-Q1
Assenagon Asset Management S.A. added340,727$305M0.3%2026-Q1
MACKENZIE FINANCIAL CORP added337,729$302M0.3%2026-Q1
SEI INVESTMENTS CO added329,345$295M0.3%2026-Q1
Clearbridge Investments, LLC added325,804$292M0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added324,355$290M0.3%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added323,451$290M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added289,354$259M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed293,067$258M0.3%2026-Q1
C WorldWide Group Holding A/S trimmed284,201$254M0.3%2026-Q1
Vanguard Global Advisers, LLC new276,133$247M0.3%2026-Q1
Point72 Asset Management, L.P. added272,899$244M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added272,627$244M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed268,694$241M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed266,710$239M0.3%2026-Q1
JENNISON ASSOCIATES LLC added261,912$234M0.3%2026-Q1
STIFEL FINANCIAL CORP trimmed254,630$228M0.2%2026-Q1
Thrivent Financial for Lutherans added251,151$225M0.2%2026-Q1
Alphinity Investment Management Pty Ltd trimmed245,960$220M0.2%2026-Q1
LOOMIS SAYLES & CO L P trimmed244,154$219M0.2%2026-Q1
California Public Employees Retirement System added242,995$218M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed236,596$212M0.2%2026-Q1
TD Asset Management Inc added228,209$204M0.2%2026-Q1
HSBC HOLDINGS PLC added227,424$203M0.2%2026-Q1
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA trimmed204,952$202M0.2%2026-Q1
Corient Private Wealth LLC trimmed209,578$187M0.2%2026-Q1
CIBC Bancorp USA Inc. added207,310$186M0.2%2026-Q1
ZACKS INVESTMENT MANAGEMENT trimmed205,176$184M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new203,322$182M0.2%2026-Q1
Rockefeller Capital Management L.P. added201,985$181M0.2%2026-Q1
GREAT LAKES ADVISORS, LLC added200,190$179M0.2%2026-Q1
Eurizon Capital SGR S.p.A. trimmed199,276$177M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed190,787$171M0.2%2026-Q1
FIFTH THIRD BANCORP added188,806$169M0.2%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed184,647$165M0.2%2026-Q1
TRUIST FINANCIAL CORP added177,335$159M0.2%2026-Q1
GROUPAMA ASSET MANAGMENT added174,992$157M0.2%2026-Q1
NATIXIS ADVISORS, LLC trimmed168,566$151M0.2%2026-Q1
Allianz Asset Management GmbH added168,398$151M0.2%2026-Q1
Public Sector Pension Investment Board trimmed168,125$151M0.2%2026-Q1
LPL Financial LLC added166,633$149M0.2%2026-Q1
Rathbones Group PLC added162,313$145M0.2%2026-Q1
CONGRESS ASSET MANAGEMENT CO trimmed159,176$143M0.2%2026-Q1
VANGUARD GROUP INC added11,142,374$9.8B10.5%2025-Q4 stale
CIBC Private Wealth Group LLC trimmed185,791$163M0.2%2025-Q4 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