Who owns PHG (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-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
67 tracked funds added or opened PHG while 27 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
PHG’s largest tracked holder by dollar value, Mondrian Investment Partners LTD, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.2pp 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 2025-Q4 and 2026-Q1, across 339 tracked filers holding PHG, 207 increased or opened the position and 106 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 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 9
- Tidal Investments LLC$9M
- BALYASNY ASSET MANAGEMENT L.P.$7M
- Qube Research & Technologies Ltd$5M
- PRICE T ROWE ASSOCIATES INC /MD/$3M
- HRT FINANCIAL LP$2M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1M
Full exits 12
- SKBA CAPITAL MANAGEMENT LLC$7M
- MOORE CAPITAL MANAGEMENT, LP$6M
- Morningstar Investment Management LLC$3M
- OLD MISSION CAPITAL LLC$3M
- Schonfeld Strategic Advisors LLC$2M
- Campbell & CO Investment Adviser LLC$2M
Largest adds
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23M
- MILLENNIUM MANAGEMENT LLC$15M
- MARSHALL WACE, LLP$14M
- UBS Group AG$10M
- D. E. Shaw & Co., Inc.$9M
- CAUSEWAY CAPITAL MANAGEMENT LLC$8M
Largest trims
- FIDUCIARY MANAGEMENT INC /WI/$41M
- M&T Bank Corp$10M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- Tower Research Capital LLC (TRC)$4M
- Connor, Clark & Lunn Investment Management Ltd.$3M
- Optiver Holding B.V.$3M
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 |
|---|---|---|---|---|
| Mondrian Investment Partners LTD trimmed | 7,797,122 | $214M | 15.2% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 4,976,913 | $136M | 9.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 4,383,855 | $120M | 8.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,776,205 | $76M | 5.4% | 2026-Q1 |
| FMR LLC added | 2,656,513 | $73M | 5.2% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 2,456,190 | $67M | 4.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,066,767 | $57M | 4.0% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 1,988,923 | $54M | 3.9% | 2026-Q1 |
| BlackRock, Inc. added | 1,457,550 | $40M | 2.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,272,261 | $35M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,073,731 | $29M | 2.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 977,241 | $27M | 1.9% | 2026-Q1 |
| BECKER CAPITAL MANAGEMENT INC trimmed | 863,809 | $24M | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 700,141 | $19M | 1.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 638,249 | $17M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 552,176 | $15M | 1.1% | 2026-Q1 |
| UBS Group AG added | 533,794 | $15M | 1.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 517,229 | $14M | 1.0% | 2026-Q1 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV added | 515,007 | $14M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 495,310 | $14M | 1.0% | 2026-Q1 |
| SEI INVESTMENTS CO added | 486,941 | $13M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 411,066 | $11M | 0.8% | 2026-Q1 |
| Pathstone Holdings, LLC added | 402,977 | $11M | 0.8% | 2026-Q1 |
| Quantinno Capital Management LP added | 392,219 | $11M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 381,756 | $10M | 0.7% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 365,602 | $10M | 0.7% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 338,724 | $9M | 0.7% | 2026-Q1 |
| Tidal Investments LLC new | 337,769 | $9M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 310,825 | $9M | 0.6% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 260,659 | $7M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 255,382 | $7M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 238,141 | $7M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 242,433 | $6M | 0.5% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 222,310 | $6M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 209,549 | $6M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 184,457 | $5M | 0.4% | 2026-Q1 |
| Inlet Private Wealth, LLC added | 183,608 | $5M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 179,671 | $5M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 166,205 | $5M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 160,596 | $4M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 160,307 | $4M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 159,162 | $4M | 0.3% | 2026-Q1 |
| Callan Family Office, LLC added | 137,233 | $4M | 0.3% | 2026-Q1 |
| Timber Creek Capital Management LLC added | 130,774 | $4M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 130,461 | $4M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 124,596 | $3M | 0.2% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 122,511 | $3M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 120,876 | $3M | 0.2% | 2026-Q1 |
| Midwest Trust Co trimmed | 115,924 | $3M | 0.2% | 2026-Q1 |
| Carmel Capital Partners, LLC trimmed | 114,929 | $3M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 112,621 | $3M | 0.2% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 105,741 | $3M | 0.2% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 102,067 | $3M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC added | 101,989 | $3M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 101,977 | $3M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 100,427 | $3M | 0.2% | 2026-Q1 |
| Beverly Hills Private Wealth, LLC added | 98,970 | $3M | 0.2% | 2026-Q1 |
| Bank of New Hampshire trimmed | 98,797 | $3M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 88,988 | $2M | 0.2% | 2026-Q1 |
| Creative Planning added | 88,324 | $2M | 0.2% | 2026-Q1 |
| BONNESS ENTERPRISES INC | 86,961 | $2M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 85,288 | $2M | 0.2% | 2026-Q1 |
| DIVERSIFIED MANAGEMENT INC added | 83,711 | $2M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 72,158 | $2M | 0.1% | 2026-Q1 |
| Legacy Wealth Asset Management, LLC added | 71,777 | $2M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 71,066 | $2M | 0.1% | 2026-Q1 |
| CLOVERFIELDS CAPITAL GROUP, LP added | 70,940 | $2M | 0.1% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 70,672 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 70,220 | $2M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 69,115 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 68,379 | $2M | 0.1% | 2026-Q1 |
| HIGHLAND CAPITAL MANAGEMENT, LLC trimmed | 68,176 | $2M | 0.1% | 2026-Q1 |
| Benin Management CORP | 65,956 | $2M | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. added | 65,779 | $2M | 0.1% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. trimmed | 65,058 | $2M | 0.1% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 60,520 | $2M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 60,060 | $2M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 59,131 | $2M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 58,980 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 56,914 | $2M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 53,956 | $1M | 0.1% | 2026-Q1 |
| SYON CAPITAL LLC added | 53,008 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 50,787 | $1M | 0.1% | 2026-Q1 |
| Ethic Inc. added | 48,315 | $1M | 0.1% | 2026-Q1 |
| Perpetual Ltd added | 872,646 | $21M | 1.5% | 2025-Q2 stale |
| BAR HARBOR WEALTH MANAGEMENT added | 316,650 | $8M | 0.6% | 2025-Q1 stale |
| SKBA CAPITAL MANAGEMENT LLC trimmed | 266,932 | $7M | 0.5% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 246,760 | $6M | 0.4% | 2025-Q1 stale |
| MOORE CAPITAL MANAGEMENT, LP new | 211,500 | $6M | 0.4% | 2025-Q4 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 27,407 | $5M | 0.3% | 2025-Q3 stale |
| Walleye Trading LLC added | 171,202 | $4M | 0.3% | 2025-Q2 stale |
| FINANCIAL COUNSELORS INC trimmed | 128,163 | $3M | 0.2% | 2025-Q1 stale |
| Morningstar Investment Management LLC trimmed | 110,306 | $3M | 0.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 106,974 | $3M | 0.2% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 88,285 | $2M | 0.2% | 2025-Q4 stale |
| Taikang Asset Management (Hong Kong) Co Ltd trimmed | 95,255 | $2M | 0.2% | 2025-Q2 stale |
| Walleye Capital LLC added | 90,582 | $2M | 0.2% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC trimmed | 70,688 | $2M | 0.1% | 2025-Q3 stale |
| Campbell & CO Investment Adviser LLC added | 62,881 | $2M | 0.1% | 2025-Q4 stale |
| ABC ARBITRAGE SA trimmed | 50,362 | $1M | 0.1% | 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.
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.