Who owns Portland General Electric (POR)
Which tracked institutional funds hold POR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See POR 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
106 tracked funds added or opened POR while 119 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
POR’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 POR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in POR 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 469 tracked filers holding POR, 261 increased or opened the position and 229 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 POR 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 19
- Freestone Grove Partners LP$10M
- New Age Alpha Advisors, LLC$3M
- Graham Capital Management, L.P.$3M
- DARK FOREST CAPITAL MANAGEMENT LP$3M
- Jupiter Topco LLC$3M
- Aventail Capital Group, LP$3M
Full exits 50
- Thrivent Financial for Lutherans$79M
- GW&K Investment Management, LLC$44M
- LSV ASSET MANAGEMENT$41M
- OLD REPUBLIC INTERNATIONAL CORP$37M
- HRT FINANCIAL LP$18M
- D. E. Shaw & Co., Inc.$12M
Largest adds
- BlackRock, Inc.$244M
- NORGES BANK$83M
- Invesco Ltd.$42M
- JUPITER ASSET MANAGEMENT LTD$31M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$27M
- BALYASNY ASSET MANAGEMENT L.P.$26M
Largest trims
- CITADEL ADVISORS LLC$75M
- LAZARD ASSET MANAGEMENT LLC$65M
- UBS Group AG$36M
- HITE Hedge Asset Management LLC$31M
- NORDEA INVESTMENT MANAGEMENT AB$27M
- Point72 Asset Management, L.P.$14M
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 | 18,719,655 | $970M | 16.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 7,298,588 | $378M | 6.5% | 2026-Q2 |
| Clearbridge Investments, LLC added | 6,363,146 | $330M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,237,016 | $271M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 5,019,860 | $263M | 4.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,756,376 | $246M | 4.2% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 3,841,325 | $199M | 3.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 3,275,901 | $170M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,243,925 | $168M | 2.9% | 2026-Q2 |
| Invesco Ltd. added | 3,217,843 | $167M | 2.9% | 2026-Q2 |
| NORGES BANK added | 2,468,502 | $128M | 2.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,329,723 | $121M | 2.1% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 2,133,988 | $111M | 1.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,982,858 | $103M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,904,185 | $99M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,861,953 | $97M | 1.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,828,102 | $95M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,708,684 | $89M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,504,865 | $78M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,495,720 | $78M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,360,525 | $71M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,344,853 | $70M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 1,202,996 | $62M | 1.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,172,453 | $61M | 1.0% | 2026-Q2 |
| FMR LLC added | 1,047,258 | $54M | 0.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 992,751 | $51M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 878,569 | $46M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 830,218 | $43M | 0.7% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 823,934 | $43M | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC added | 773,692 | $40M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 768,448 | $40M | 0.7% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 711,771 | $37M | 0.6% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 700,716 | $36M | 0.6% | 2026-Q2 |
| ProShare Advisors LLC added | 672,378 | $35M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 656,295 | $34M | 0.6% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 637,692 | $33M | 0.6% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 635,646 | $33M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 635,095 | $33M | 0.6% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 625,627 | $32M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 614,986 | $32M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC added | 612,168 | $32M | 0.5% | 2026-Q2 |
| Legal & General Group Plc added | 552,205 | $29M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 520,347 | $27M | 0.5% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC trimmed | 500,000 | $26M | 0.4% | 2026-Q2 |
| Bridgewater Associates, LP added | 461,107 | $24M | 0.4% | 2026-Q2 |
| MetLife Investment Management, LLC added | 426,393 | $22M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 412,780 | $21M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 410,316 | $21M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 410,042 | $21M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 395,457 | $20M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 377,978 | $20M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 377,208 | $20M | 0.3% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 377,171 | $20M | 0.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 376,204 | $19M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 366,395 | $19M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 308,701 | $16M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC | 297,850 | $15M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 295,100 | $15M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 293,855 | $15M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 292,689 | $15M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 275,526 | $14M | 0.2% | 2026-Q2 |
| NUANCE INVESTMENTS, LLC added | 274,376 | $14M | 0.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 269,830 | $14M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 266,596 | $14M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 264,569 | $14M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 245,414 | $13M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 232,200 | $12M | 0.2% | 2026-Q2 |
| Leeward Investments, LLC - MA trimmed | 228,786 | $12M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 224,758 | $12M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 216,494 | $11M | 0.2% | 2026-Q2 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 202,882 | $11M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 202,638 | $11M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 192,035 | $10M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 189,023 | $10M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 186,468 | $10M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 185,870 | $10M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 179,983 | $9M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 163,084 | $8M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 162,539 | $8M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 152,826 | $8M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 149,638 | $8M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 144,246 | $7M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 142,734 | $7M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC added | 142,191 | $7M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 140,974 | $7M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 138,252 | $7M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 136,271 | $7M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 133,058 | $7M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 133,023 | $7M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 130,531 | $7M | 0.1% | 2026-Q2 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 128,069 | $7M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 122,585 | $6M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 122,526 | $6M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. trimmed | 122,295 | $6M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 120,460 | $6M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 119,747 | $6M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 119,698 | $6M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 118,335 | $6M | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC trimmed | 118,329 | $6M | 0.1% | 2026-Q2 |
| Magellan Asset Management Ltd added | 118,083 | $6M | 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.