Who owns Plexus (PLXS)
Which tracked institutional funds hold PLXS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PLXS 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
The tracked-fund tape on PLXS is one-sided between 2026-Q1 and 2026-Q2: 201 added or opened and 54 trimmed or exited — on balance accumulating.
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
PLXS’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 PLXS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PLXS 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 416 tracked filers holding PLXS, 232 increased or opened the position and 189 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 PLXS 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 34
- BROWN ADVISORY INC$70M
- WELLINGTON MANAGEMENT GROUP LLP$21M
- Allspring Global Investments Holdings, LLC$9M
- OMERS ADMINISTRATION Corp$8M
- VAN ECK ASSOCIATES CORP$7M
- Moody Aldrich Partners LLC$5M
Full exits 30
- Thrivent Financial for Lutherans$59M
- PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$19M
- T. Rowe Price Investment Management, Inc.$17M
- Polar Asset Management Partners Inc.$8M
- LMR Partners LLP$7M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7M
Largest adds
- BlackRock, Inc.$551M
- VANGUARD PORTFOLIO MANAGEMENT LLC$178M
- PRICE T ROWE ASSOCIATES INC /MD/$160M
- DISCIPLINED GROWTH INVESTORS INC /MN$131M
- VANGUARD CAPITAL MANAGEMENT LLC$120M
- STATE STREET CORP$117M
Largest trims
- MILLENNIUM MANAGEMENT LLC$30M
- NORGES BANK$10M
- JANE STREET GROUP, LLC$9M
- TEACHER RETIREMENT SYSTEM OF TEXAS$7M
- Jefferies Financial Group Inc.$6M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,362,360 | $1.3B | 17.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,110,343 | $635M | 8.5% | 2026-Q2 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 1,440,935 | $433M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,206,653 | $363M | 4.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,184,217 | $356M | 4.8% | 2026-Q2 |
| STATE STREET CORP added | 1,095,217 | $329M | 4.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 832,842 | $250M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 801,518 | $241M | 3.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 761,926 | $229M | 3.1% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 732,397 | $220M | 2.9% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 628,196 | $189M | 2.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 586,898 | $176M | 2.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 572,992 | $116M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 445,648 | $129M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 372,118 | $112M | 1.5% | 2026-Q2 |
| Nuveen, LLC added | 368,366 | $111M | 1.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 348,725 | $105M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 327,551 | $98M | 1.3% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 321,808 | $97M | 1.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 315,669 | $95M | 1.3% | 2026-Q2 |
| Invesco Ltd. added | 308,539 | $93M | 1.2% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 276,664 | $83M | 1.1% | 2026-Q2 |
| Cartenna Capital, LP added | 265,000 | $80M | 1.1% | 2026-Q2 |
| BROWN ADVISORY INC new | 232,959 | $70M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 226,383 | $68M | 0.9% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 208,024 | $63M | 0.8% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 207,712 | $62M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 200,488 | $60M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 192,212 | $58M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 184,672 | $56M | 0.7% | 2026-Q2 |
| FMR LLC added | 163,203 | $49M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 156,071 | $47M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 135,656 | $41M | 0.5% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 134,746 | $41M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 118,917 | $36M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 107,320 | $32M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 103,820 | $31M | 0.4% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 103,733 | $31M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 96,425 | $29M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 96,119 | $29M | 0.4% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 92,077 | $28M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 91,946 | $28M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 84,653 | $25M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 84,434 | $25M | 0.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 83,516 | $25M | 0.3% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 78,819 | $24M | 0.3% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 78,401 | $24M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 70,614 | $21M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 70,417 | $21M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 68,712 | $21M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 67,628 | $20M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 65,283 | $20M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 65,270 | $20M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 64,894 | $20M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 64,693 | $19M | 0.3% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE trimmed | 63,317 | $19M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 58,864 | $18M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 58,225 | $18M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 56,403 | $17M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 56,201 | $17M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 53,800 | $16M | 0.2% | 2026-Q2 |
| SG Capital Management LLC trimmed | 51,394 | $15M | 0.2% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 50,280 | $15M | 0.2% | 2026-Q2 |
| SORA INVESTORS LLC trimmed | 49,301 | $15M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 48,470 | $15M | 0.2% | 2026-Q2 |
| Creative Planning added | 47,917 | $14M | 0.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 44,002 | $13M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 43,170 | $13M | 0.2% | 2026-Q2 |
| Hillsdale Investment Management Inc. trimmed | 42,520 | $13M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 40,135 | $12M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 40,134 | $12M | 0.2% | 2026-Q2 |
| MAIRS & POWER INC trimmed | 39,276 | $12M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 38,287 | $12M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 36,849 | $11M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 36,535 | $11M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 36,108 | $11M | 0.1% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 35,984 | $11M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 31,518 | $9M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 31,313 | $9M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 30,495 | $9M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 29,684 | $9M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 29,651 | $9M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 29,575 | $9M | 0.1% | 2026-Q2 |
| NICOLA WEALTH MANAGEMENT LTD. | 29,000 | $9M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 28,938 | $9M | 0.1% | 2026-Q2 |
| Homestead Advisers Corp trimmed | 28,800 | $9M | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 27,592 | $8M | 0.1% | 2026-Q2 |
| OMERS ADMINISTRATION Corp added | 26,440 | $8M | 0.1% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 25,054 | $8M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 24,370 | $7M | 0.1% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC trimmed | 23,750 | $7M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 23,017 | $7M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 22,245 | $7M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP new | 22,100 | $7M | 0.1% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 22,090 | $7M | 0.1% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 21,000 | $6M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 19,616 | $6M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 19,058 | $6M | 0.1% | 2026-Q2 |
| Concentric Capital Strategies, LP trimmed | 18,523 | $6M | 0.1% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 15,611 | $5M | 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.