Who owns Primerica (PRI)
Which tracked institutional funds hold PRI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PRI 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
173 tracked funds added or opened PRI while 64 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
PRI’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 PRI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PRI 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 487 tracked filers holding PRI, 242 increased or opened the position and 246 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 PRI 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 14
- LOGAN CAPITAL MANAGEMENT INC$9M
- Lighthouse Investment Partners, LLC$7M
- Jupiter Topco LLC$4M
- TUDOR INVESTMENT CORP ET AL$3M
- Point72 Asset Management, L.P.$3M
- Blueshift Asset Management, LLC$2M
Full exits 33
- T. Rowe Price Investment Management, Inc.$44M
- NATIXIS ADVISORS, LLC$20M
- Capricorn Fund Managers Ltd$17M
- Parkwood LLC$8M
- Amundi$8M
- State of Alaska, Department of Revenue$8M
Largest adds
- BlackRock, Inc.$156M
- FMR LLC$94M
- VANGUARD PORTFOLIO MANAGEMENT LLC$63M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$56M
- AQR CAPITAL MANAGEMENT LLC$48M
- STATE STREET CORP$45M
Largest trims
- BANK OF MONTREAL /CAN/$102M
- BAMCO INC /NY/$25M
- FIDUCIARY MANAGEMENT INC /WI/$22M
- D. E. Shaw & Co., Inc.$12M
- Man Group plc$12M
- MILLENNIUM MANAGEMENT LLC$11M
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 | 2,984,379 | $848M | 11.0% | 2026-Q2 |
| FMR LLC trimmed | 2,822,574 | $802M | 10.4% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 2,768,511 | $787M | 10.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,836,444 | $522M | 6.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,414,985 | $402M | 5.2% | 2026-Q2 |
| STATE STREET CORP added | 1,041,286 | $296M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 905,865 | $257M | 3.3% | 2026-Q2 |
| Brave Warrior Advisors, LLC trimmed | 865,863 | $246M | 3.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 750,249 | $213M | 2.8% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 671,453 | $191M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 660,719 | $188M | 2.4% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 534,226 | $152M | 2.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 528,663 | $150M | 1.9% | 2026-Q2 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 484,835 | $138M | 1.8% | 2026-Q2 |
| AGF MANAGEMENT LTD trimmed | 429,312 | $122M | 1.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 399,554 | $114M | 1.5% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 372,901 | $106M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 350,601 | $100M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 320,724 | $91M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 292,727 | $83M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 278,128 | $79M | 1.0% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 263,891 | $75M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 261,568 | $74M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 253,857 | $72M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 244,042 | $69M | 0.9% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 219,344 | $63M | 0.8% | 2026-Q2 |
| Quantum Capital Management, LLC / NJ trimmed | 214,890 | $61M | 0.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 198,509 | $56M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 197,423 | $56M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 189,267 | $54M | 0.7% | 2026-Q2 |
| FIL Ltd added | 188,233 | $53M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP added | 173,034 | $49M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 170,982 | $49M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 162,284 | $46M | 0.6% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 141,170 | $40M | 0.5% | 2026-Q2 |
| ACADEMY CAPITAL MANAGEMENT trimmed | 129,764 | $37M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 121,942 | $35M | 0.4% | 2026-Q2 |
| PhiloSmith Capital Corp trimmed | 117,600 | $33M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 111,941 | $32M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 106,968 | $31M | 0.4% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension added | 105,880 | $30M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 103,403 | $29M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 95,146 | $27M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 95,086 | $27M | 0.3% | 2026-Q2 |
| EULAV Asset Management added | 94,956 | $27M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 94,189 | $27M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 93,371 | $27M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 89,038 | $25M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 86,893 | $25M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 86,740 | $25M | 0.3% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 86,226 | $25M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 78,841 | $22M | 0.3% | 2026-Q2 |
| UBS Group AG added | 76,222 | $22M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 70,813 | $20M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 64,515 | $18M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 63,474 | $18M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 63,020 | $18M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 61,605 | $18M | 0.2% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 61,372 | $18M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 60,658 | $17M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 59,947 | $17M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 52,406 | $15M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 51,194 | $15M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 50,002 | $14M | 0.2% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 47,923 | $14M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 47,226 | $13M | 0.2% | 2026-Q2 |
| Gator Capital Management, LLC trimmed | 47,036 | $13M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 42,397 | $12M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 42,332 | $12M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 40,969 | $10M | 0.1% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 40,252 | $11M | 0.1% | 2026-Q2 |
| Running Oak Capital LLC trimmed | 39,223 | $11M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 39,141 | $11M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 36,388 | $10M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 36,241 | $10M | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 35,567 | $10M | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 32,552 | $9M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 32,402 | $9M | 0.1% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 32,348 | $9M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 32,254 | $9M | 0.1% | 2026-Q2 |
| LOGAN CAPITAL MANAGEMENT INC trimmed | 31,815 | $9M | 0.1% | 2026-Q2 |
| Callahan Advisors, LLC added | 31,048 | $9M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 31,017 | $9M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 29,684 | $8M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 29,667 | $8M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 28,570 | $8M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 28,162 | $8M | 0.1% | 2026-Q2 |
| Vest Financial, LLC added | 27,770 | $8M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC | 27,721 | $8M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 27,693 | $8M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 27,199 | $8M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 26,214 | $7M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 26,203 | $8M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 25,767 | $7M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 25,415 | $7M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 25,169 | $7M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 24,937 | $7M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 23,425 | $7M | 0.1% | 2026-Q2 |
| Lighthouse Investment Partners, LLC trimmed | 23,156 | $7M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 22,794 | $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.