Who owns PHG
Which tracked institutional funds hold PHG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PHG 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
54 tracked funds added or opened PHG while 43 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
PHG’s largest tracked holder by dollar value, Mondrian Investment Partners LTD, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PHG 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 351 tracked filers holding PHG, 256 increased or opened the position and 127 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 PHG 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 13
- ABC ARBITRAGE SA$6M
- OLD MISSION CAPITAL LLC$5M
- Transmarket Holdings LP$3M
- Schonfeld Strategic Advisors LLC$3M
- Integrated Quantitative Investments LLC$2M
- Nuveen, LLC$2M
Full exits 16
- MARSHALL WACE, LLP$17M
- D. E. Shaw & Co., Inc.$14M
- BALYASNY ASSET MANAGEMENT L.P.$7M
- NATIXIS ADVISORS, LLC$3M
- HANTZ FINANCIAL SERVICES, INC.$3M
- SG Americas Securities, LLC$2M
Largest adds
- CAUSEWAY CAPITAL MANAGEMENT LLC$16M
- Connor, Clark & Lunn Investment Management Ltd.$15M
- BlackRock, Inc.$14M
- INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$9M
- Mondrian Investment Partners LTD$6M
- BRANDES INVESTMENT PARTNERS, LP$6M
Largest trims
- FIDUCIARY MANAGEMENT INC /WI/$42M
- MILLENNIUM MANAGEMENT LLC$15M
- CIBC WORLD MARKET INC.$9M
- GOLDMAN SACHS GROUP INC$5M
- BNP PARIBAS FINANCIAL MARKETS$4M
- Qube Research & Technologies Ltd$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Mondrian Investment Partners LTD added | 8,067,528 | $219M | 16.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 4,340,691 | $118M | 8.9% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 3,459,961 | $94M | 7.1% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 3,061,962 | $83M | 6.3% | 2026-Q2 |
| MORGAN STANLEY added | 2,935,662 | $80M | 6.0% | 2026-Q2 |
| FMR LLC trimmed | 2,654,029 | $72M | 5.4% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 2,210,252 | $60M | 4.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,085,496 | $57M | 4.3% | 2026-Q2 |
| BlackRock, Inc. added | 1,995,282 | $54M | 4.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,297,945 | $35M | 2.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 944,311 | $26M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 911,845 | $25M | 1.9% | 2026-Q2 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV added | 859,379 | $23M | 1.8% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC trimmed | 858,787 | $23M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 800,354 | $22M | 1.6% | 2026-Q2 |
| UBS Group AG added | 686,075 | $19M | 1.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 575,645 | $16M | 1.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 563,724 | $15M | 1.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 546,308 | $15M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 540,672 | $15M | 1.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 440,172 | $12M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 418,126 | $11M | 0.9% | 2026-Q2 |
| Tidal Investments LLC added | 401,637 | $11M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 390,514 | $11M | 0.8% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 346,530 | $9M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 291,033 | $8M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 264,491 | $7M | 0.5% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 238,230 | $6M | 0.5% | 2026-Q2 |
| ABC ARBITRAGE SA added | 237,271 | $6M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 236,743 | $6M | 0.5% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 203,210 | $6M | 0.4% | 2026-Q2 |
| Optiver Holding B.V. added | 192,113 | $5M | 0.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 189,893 | $5M | 0.4% | 2026-Q2 |
| Inlet Private Wealth, LLC added | 185,291 | $5M | 0.4% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 172,778 | $5M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ added | 160,156 | $4M | 0.3% | 2026-Q2 |
| Timber Creek Capital Management LLC added | 157,381 | $4M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 154,777 | $4M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 145,031 | $4M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 140,446 | $4M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 140,236 | $4M | 0.3% | 2026-Q2 |
| Callan Family Office, LLC added | 139,095 | $4M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 136,344 | $4M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 130,712 | $4M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 129,164 | $4M | 0.3% | 2026-Q2 |
| Transmarket Holdings LP added | 122,353 | $3M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 121,458 | $3M | 0.2% | 2026-Q2 |
| Midwest Trust Co trimmed | 113,251 | $3M | 0.2% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC added | 111,183 | $3M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC added | 110,184 | $3M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 108,672 | $3M | 0.2% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 105,685 | $3M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 104,730 | $3M | 0.2% | 2026-Q2 |
| Bank of New Hampshire added | 101,200 | $3M | 0.2% | 2026-Q2 |
| Creative Planning added | 100,661 | $3M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 87,849 | $2M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 87,026 | $2M | 0.2% | 2026-Q2 |
| BONNESS ENTERPRISES INC | 86,961 | $2M | 0.2% | 2026-Q2 |
| Carmel Capital Partners, LLC trimmed | 85,126 | $2M | 0.2% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 83,546 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 82,115 | $2M | 0.2% | 2026-Q2 |
| Legacy Wealth Asset Management, LLC added | 81,715 | $2M | 0.2% | 2026-Q2 |
| Integrated Quantitative Investments LLC new | 77,816 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 77,228 | $2M | 0.2% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 76,600 | $2M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 75,757 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 74,132 | $2M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 70,969 | $2M | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 70,503 | $2M | 0.1% | 2026-Q2 |
| HIGHLAND CAPITAL MANAGEMENT, LLC added | 68,818 | $2M | 0.1% | 2026-Q2 |
| Benin Management CORP added | 68,403 | $2M | 0.1% | 2026-Q2 |
| STATE STREET CORP added | 68,217 | $2M | 0.1% | 2026-Q2 |
| CLOVERFIELDS CAPITAL GROUP, LP trimmed | 66,967 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 66,958 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 64,911 | $2M | 0.1% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 61,663 | $2M | 0.1% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. trimmed | 61,597 | $2M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 60,028 | $2M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 59,339 | $2M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 57,738 | $2M | 0.1% | 2026-Q2 |
| GC Wealth Management RIA, LLC added | 56,365 | $2M | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 56,349 | $2M | 0.1% | 2026-Q2 |
| SYON CAPITAL LLC trimmed | 52,512 | $1M | 0.1% | 2026-Q2 |
| Ethic Inc. added | 52,267 | $1M | 0.1% | 2026-Q2 |
| Abacus Wealth Partners, LLC added | 52,031 | $1M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 50,660 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 48,937 | $1M | 0.1% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC added | 48,243 | $1M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 46,651 | $1M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 46,094 | $1M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 45,415 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 43,726 | $1M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 42,730 | $1M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. new | 42,669 | $1M | 0.1% | 2026-Q2 |
| Promethos Capital, LLC new | 41,240 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 40,829 | $1M | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC trimmed | 40,153 | $1M | 0.1% | 2026-Q2 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC added | 39,515 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 39,018 | $1M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC | 38,951 | $1M | 0.1% | 2026-Q2 |
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.