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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 9,503,425 | $8.5B | 9.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 9,342,841 | $8.4B | 9.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 8,200,693 | $7.3B | 7.9% | 2026-Q1 |
| FMR LLC trimmed | 4,043,057 | $3.6B | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,483,595 | $3.1B | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,919,044 | $2.6B | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 2,554,356 | $2.3B | 2.5% | 2026-Q1 |
| Invesco Ltd. added | 2,323,354 | $2.1B | 2.2% | 2026-Q1 |
| Aristotle Capital Management, LLC trimmed | 2,121,374 | $1.9B | 2.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,931,027 | $1.7B | 1.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,805,829 | $1.6B | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,790,979 | $1.6B | 1.7% | 2026-Q1 |
| Capital World Investors trimmed | 1,626,604 | $1.5B | 1.6% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 1,570,540 | $1.4B | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,563,895 | $1.4B | 1.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,279,231 | $1.1B | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,246,740 | $1.1B | 1.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,170,655 | $1.0B | 1.1% | 2026-Q1 |
| NORGES BANK trimmed | 1,639,717 | $997M | 1.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,101,682 | $986M | 1.1% | 2026-Q1 |
| UBS Group AG added | 1,061,984 | $951M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,057,102 | $946M | 1.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,007,775 | $902M | 1.0% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 982,854 | $880M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 930,602 | $802M | 0.9% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 890,035 | $797M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 878,574 | $787M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 875,351 | $784M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 870,116 | $779M | 0.8% | 2026-Q1 |
| Legal & General Group Plc added | 763,534 | $684M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 756,940 | $678M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 740,592 | $663M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 710,570 | $636M | 0.7% | 2026-Q1 |
| Amundi added | 625,059 | $560M | 0.6% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 610,750 | $547M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 603,127 | $540M | 0.6% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 595,279 | $532M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 566,649 | $507M | 0.5% | 2026-Q1 |
| BARCLAYS PLC trimmed | 541,342 | $485M | 0.5% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 509,577 | $456M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 503,514 | $451M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 475,915 | $426M | 0.5% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 469,619 | $418M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 465,251 | $417M | 0.4% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 463,399 | $415M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 461,024 | $413M | 0.4% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 411,601 | $368M | 0.4% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 400,595 | $359M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 394,782 | $353M | 0.4% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 393,274 | $352M | 0.4% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 390,916 | $350M | 0.4% | 2026-Q1 |
| Winslow Capital Management, LLC added | 381,899 | $342M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 370,300 | $332M | 0.4% | 2026-Q1 |
| AMF Tjanstepension AB trimmed | 362,514 | $325M | 0.3% | 2026-Q1 |
| National Pension Service added | 356,548 | $319M | 0.3% | 2026-Q1 |
| Swedbank AB added | 349,507 | $313M | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 340,727 | $305M | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 337,729 | $302M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 329,345 | $295M | 0.3% | 2026-Q1 |
| Clearbridge Investments, LLC added | 325,804 | $292M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 324,355 | $290M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 323,451 | $290M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 289,354 | $259M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 293,067 | $258M | 0.3% | 2026-Q1 |
| C WorldWide Group Holding A/S trimmed | 284,201 | $254M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 276,133 | $247M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 272,899 | $244M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 272,627 | $244M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 268,694 | $241M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 266,710 | $239M | 0.3% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 261,912 | $234M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 254,630 | $228M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 251,151 | $225M | 0.2% | 2026-Q1 |
| Alphinity Investment Management Pty Ltd trimmed | 245,960 | $220M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 244,154 | $219M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 242,995 | $218M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 236,596 | $212M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 228,209 | $204M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 227,424 | $203M | 0.2% | 2026-Q1 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA trimmed | 204,952 | $202M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 209,578 | $187M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 207,310 | $186M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 205,176 | $184M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 203,322 | $182M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 201,985 | $181M | 0.2% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 200,190 | $179M | 0.2% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. trimmed | 199,276 | $177M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 190,787 | $171M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 188,806 | $169M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 184,647 | $165M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 177,335 | $159M | 0.2% | 2026-Q1 |
| GROUPAMA ASSET MANAGMENT added | 174,992 | $157M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 168,566 | $151M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 168,398 | $151M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 168,125 | $151M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 166,633 | $149M | 0.2% | 2026-Q1 |
| Rathbones Group PLC added | 162,313 | $145M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 159,176 | $143M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 11,142,374 | $9.8B | 10.5% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 185,791 | $163M | 0.2% | 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.
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.