Who owns PPL (PPL)
Which tracked institutional funds hold PPL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PPL 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
183 tracked funds added or opened PPL while 218 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
PPL’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 PPL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PPL 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 983 tracked filers holding PPL, 557 increased or opened the position and 423 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 PPL 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 44
- Zimmer Partners, LP$143M
- Ovata Capital Management Ltd$77M
- ARIEL INVESTMENTS, LLC$49M
- Jupiter Topco LLC$46M
- ADVENT CAPITAL MANAGEMENT /DE/$33M
- Alyeska Investment Group, L.P.$24M
Full exits 61
- T. Rowe Price Investment Management, Inc.$792M
- REAVES W H & CO INC$142M
- COHEN & STEERS, INC.$92M
- CAMDEN ASSET MANAGEMENT L P /CA$91M
- JANUS HENDERSON GROUP PLC$43M
- Freestone Grove Partners LP$43M
Largest adds
- BlackRock, Inc.$362M
- JANE STREET GROUP, LLC$327M
- Qube Research & Technologies Ltd$270M
- CITADEL ADVISORS LLC$204M
- FMR LLC$120M
- BALYASNY ASSET MANAGEMENT L.P.$93M
Largest trims
- FRANKLIN RESOURCES INC$1.0B
- Boston Partners$483M
- WELLINGTON MANAGEMENT GROUP LLP$177M
- BANK OF AMERICA CORP /DE/$134M
- NORGES BANK$87M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$86M
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 |
|---|---|---|---|---|
| Ovata Capital Management Ltd new | 67,500,000 | $77M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 67,100,264 | $2.4B | 11.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 47,876,837 | $1.7B | 8.1% | 2026-Q2 |
| STATE STREET CORP added | 40,497,920 | $1.5B | 6.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 37,684,426 | $1.4B | 6.3% | 2026-Q2 |
| Invesco Ltd. added | 28,821,623 | $1.0B | 4.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 21,372,119 | $777M | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 19,940,050 | $722M | 3.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 16,397,552 | $596M | 2.8% | 2026-Q2 |
| FMR LLC added | 16,262,056 | $591M | 2.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 16,174,111 | $588M | 2.7% | 2026-Q2 |
| BARCLAYS PLC added | 14,738,460 | $536M | 2.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 14,356,145 | $522M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 11,327,646 | $412M | 1.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 10,337,308 | $376M | 1.7% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 9,477,781 | $345M | 1.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 9,378,230 | $341M | 1.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 9,241,378 | $336M | 1.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 8,354,771 | $304M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 7,626,715 | $277M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,912,520 | $251M | 1.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 5,533,224 | $211M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,323,293 | $196M | 0.9% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 5,283,738 | $192M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,214,812 | $190M | 0.9% | 2026-Q2 |
| Legal & General Group Plc trimmed | 5,153,396 | $187M | 0.9% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 5,138,433 | $187M | 0.9% | 2026-Q2 |
| NORGES BANK trimmed | 4,767,514 | $173M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 4,450,803 | $162M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 4,196,145 | $153M | 0.7% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 4,129,959 | $150M | 0.7% | 2026-Q2 |
| Zimmer Partners, LP added | 3,922,800 | $143M | 0.7% | 2026-Q2 |
| Energy Income Partners, LLC trimmed | 3,915,845 | $142M | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC added | 3,668,704 | $133M | 0.6% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 3,629,343 | $132M | 0.6% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 3,499,110 | $127M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,460,819 | $126M | 0.6% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 3,446,840 | $125M | 0.6% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 3,287,954 | $120M | 0.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,191,319 | $116M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,157,814 | $115M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,981,883 | $108M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,901,063 | $105M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,894,825 | $106M | 0.5% | 2026-Q2 |
| Empower Advisory Group, LLC added | 2,727,832 | $99M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,723,406 | $99M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 2,723,062 | $99M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,554,717 | $93M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 2,537,301 | $92M | 0.4% | 2026-Q2 |
| Calamos Advisors LLC added | 2,236,184 | $110M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 2,225,651 | $81M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,134,231 | $78M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 2,121,400 | $77M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,074,277 | $75M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 2,056,733 | $75M | 0.3% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 1,933,612 | $70M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,837,296 | $67M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,808,245 | $66M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,798,314 | $65M | 0.3% | 2026-Q2 |
| Covalis Capital LLP added | 1,788,306 | $65M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,715,643 | $62M | 0.3% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 1,645,860 | $60M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 1,638,482 | $60M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 1,619,594 | $59M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,584,898 | $58M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,577,966 | $57M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,577,108 | $57M | 0.3% | 2026-Q2 |
| Cullen Capital Management, LLC trimmed | 1,502,353 | $55M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,480,855 | $72M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,468,865 | $53M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,431,109 | $52M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 1,412,785 | $51M | 0.2% | 2026-Q2 |
| HITE Hedge Asset Management LLC added | 1,392,576 | $51M | 0.2% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC new | 1,349,987 | $49M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,335,060 | $49M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 1,300,901 | $47M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,242,414 | $45M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 1,197,891 | $44M | 0.2% | 2026-Q2 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 1,160,251 | $42M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 1,128,052 | $41M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,112,736 | $40M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,106,866 | $40M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 1,089,815 | $40M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,089,586 | $40M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,030,132 | $37M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 1,027,759 | $37M | 0.2% | 2026-Q2 |
| Man Group plc added | 1,016,081 | $37M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 927,895 | $34M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC added | 906,083 | $33M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 905,716 | $33M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 874,105 | $32M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 832,484 | $30M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 790,221 | $29M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 789,159 | $29M | 0.1% | 2026-Q2 |
| Magellan Asset Management Ltd added | 778,473 | $28M | 0.1% | 2026-Q2 |
| Weiss Asset Management LP trimmed | 730,000 | $36M | 0.2% | 2026-Q2 |
| Portman Square Capital LLP trimmed | 730,000 | $36M | 0.2% | 2026-Q2 |
| ADVENT CAPITAL MANAGEMENT /DE/ new | 669,904 | $33M | 0.2% | 2026-Q2 |
| Aequim Alternative Investments LP added | 650,000 | $32M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 575,385 | $28M | 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.