Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns PSO (PSO)


Which tracked institutional funds hold PSO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSO 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.

198
Institutional holders
25,986,811
Shares held (tracked funds)

How the tape is positioned

19 tracked funds added or opened PSO 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

PSO’s largest tracked holder by dollar value, MORGAN STANLEY, 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 PSO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PSO 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 198 tracked filers holding PSO, 105 increased or opened the position and 94 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 PSO 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 4

  • Connor, Clark & Lunn Investment Management Ltd.$4M
  • HRT FINANCIAL LP$2M
  • Verition Fund Management LLC$534K
  • Aaron Wealth Advisors LLC$517K

Full exits 6

  • MARSHALL WACE, LLP$7M
  • Balyasny Asset Management L.P.$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • BAROMETER CAPITAL MANAGEMENT INC.$766K
  • Transmarket Holdings LP$720K
  • Qube Research & Technologies Ltd$578K

Largest adds

  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8M
  • LMR Partners LLP$7M
  • D. E. Shaw & Co., Inc.$6M
  • JANE STREET GROUP, LLC$4M
  • Aquatic Capital Management LLC$2M
  • Campbell & CO Investment Adviser LLC$915K

Largest trims

  • M&T Bank Corp$6M
  • MORGAN STANLEY$3M
  • Optiver Holding B.V.$3M
  • Farringdon Capital, Ltd.$3M
  • Schonfeld Strategic Advisors LLC$3M
  • OLD MISSION CAPITAL LLC$2M

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added3,998,813$53M14.5%2026-Q1
BlackRock, Inc. added2,683,235$35M9.7%2026-Q1
GOLDMAN SACHS GROUP INC added2,412,147$32M8.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,645,461$22M6.0%2026-Q1
LMR Partners LLP added1,373,260$18M5.0%2026-Q1
Invesco Ltd. trimmed1,079,786$14M3.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,010,147$13M3.7%2026-Q1
D. E. Shaw & Co., Inc. added828,931$11M3.0%2026-Q1
NORTHERN TRUST CORP added794,460$10M2.9%2026-Q1
Optiver Holding B.V. trimmed614,926$8M2.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added544,148$8M2.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added527,264$7M1.9%2026-Q1
Quantinno Capital Management LP added512,854$7M1.9%2026-Q1
JANE STREET GROUP, LLC added484,314$6M1.8%2026-Q1
13D Management LLC458,338$6M1.7%2026-Q1
FMR LLC added434,185$6M1.6%2026-Q1
RENAISSANCE GROUP LLC trimmed369,742$5M1.3%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added342,317$4M1.2%2026-Q1
Point72 Asset Management, L.P. added309,134$4M1.1%2026-Q1
Creative Planning added265,650$3M1.0%2026-Q1
ABC ARBITRAGE SA trimmed225,000$3M0.8%2026-Q1
QRG CAPITAL MANAGEMENT, INC. added177,786$2M0.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed174,883$2M0.6%2026-Q1
BANK OF MONTREAL /CAN/ trimmed173,155$2M0.6%2026-Q1
Aquatic Capital Management LLC added160,725$2M0.6%2026-Q1
Tower Research Capital LLC (TRC) trimmed153,428$2M0.6%2026-Q1
HRT FINANCIAL LP added148,686$2M0.5%2026-Q1
Mariner, LLC trimmed142,332$2M0.5%2026-Q1
Campbell & CO Investment Adviser LLC added142,066$2M0.5%2026-Q1
Ethic Inc. added140,930$2M0.5%2026-Q1
Schonfeld Strategic Advisors LLC trimmed140,211$2M0.5%2026-Q1
Crossmark Global Holdings, Inc. trimmed139,310$2M0.5%2026-Q1
Cerity Partners LLC trimmed136,698$2M0.5%2026-Q1
Pathstone Holdings, LLC added128,636$2M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added119,038$2M0.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed115,179$2M0.4%2026-Q1
Vanguard Personalized Indexing Management, LLC added112,621$1M0.4%2026-Q1
JPMORGAN CHASE & CO added108,803$1M0.4%2026-Q1
NATIXIS ADVISORS, LLC added86,384$1M0.3%2026-Q1
Laird Norton Wetherby Trust Company, LLC added83,816$1M0.3%2026-Q1
UBS Group AG trimmed79,469$1M0.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added77,484$1M0.3%2026-Q1
Engineers Gate Manager LP added73,899$970K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed71,287$936K0.3%2026-Q1
Abacus Wealth Partners, LLC trimmed69,346$911K0.3%2026-Q1
CITADEL ADVISORS LLC added63,046$828K0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed62,378$819K0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added62,306$818K0.2%2026-Q1
BARCLAYS PLC62,304$818K0.2%2026-Q1
Brooklyn Investment Group trimmed60,332$792K0.2%2026-Q1
LEUTHOLD GROUP, LLC added60,124$789K0.2%2026-Q1
Vident Advisory, LLC trimmed58,038$762K0.2%2026-Q1
US BANCORP \DE\ trimmed57,306$752K0.2%2026-Q1
Bank of New York Mellon Corp added56,380$740K0.2%2026-Q1
Corient Private Wealth LLC added51,614$676K0.2%2026-Q1
HighTower Advisors, LLC trimmed47,243$620K0.2%2026-Q1
IEQ CAPITAL, LLC added40,831$536K0.1%2026-Q1
Verition Fund Management LLC trimmed40,653$534K0.1%2026-Q1
Sequoia Financial Advisors, LLC added39,533$519K0.1%2026-Q1
Aaron Wealth Advisors LLC new39,412$517K0.1%2026-Q1
Farringdon Capital, Ltd. trimmed38,725$508K0.1%2026-Q1
Orion Porfolio Solutions, LLC added38,227$502K0.1%2026-Q1
Atria Investments, Inc added38,226$502K0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed36,470$479K0.1%2026-Q1
Lester Murray Antman dba SimplyRich trimmed35,692$468K0.1%2026-Q1
HANTZ FINANCIAL SERVICES, INC. trimmed33,946$446K0.1%2026-Q1
Entropy Technologies, LP new31,351$412K0.1%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC added27,991$374K0.1%2026-Q1
ATLAS CAPITAL ADVISORS INC.26,872$353K0.1%2026-Q1
Tidal Investments LLC added26,482$348K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added25,715$338K0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed25,400$334K0.1%2026-Q1
SYON CAPITAL LLC trimmed24,668$324K0.1%2026-Q1
FRANKLIN RESOURCES INC added23,998$315K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed23,779$312K0.1%2026-Q1
Ballentine Partners, LLC trimmed23,578$310K0.1%2026-Q1
MARSHALL WACE, LLP added464,036$7M1.8%2025-Q4 stale
Henry James International Management Inc. trimmed199,011$3M0.9%2025-Q1 stale
Grantham, Mayo, Van Otterloo & Co. LLC trimmed181,651$3M0.7%2025-Q2 stale
Cubist Systematic Strategies, LLC trimmed156,067$2M0.6%2025-Q3 stale
Balyasny Asset Management L.P. added127,954$2M0.5%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added124,020$2M0.5%2025-Q4 stale
Dorsey Wright & Associates trimmed78,634$1M0.3%2025-Q2 stale
Trexquant Investment LP added77,401$1M0.3%2025-Q3 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC new75,980$1M0.3%2025-Q3 stale
Laird Norton Wetherby Wealth Management, LLC added73,194$1M0.3%2025-Q3 stale
DIVERSIFY WEALTH MANAGEMENT, LLC new53,848$851K0.2%2025-Q1 stale
AdvisorShares Investments LLC added54,740$817K0.2%2025-Q2 stale
TOWNSQUARE CAPITAL LLC added50,297$805K0.2%2025-Q1 stale
BAROMETER CAPITAL MANAGEMENT INC. added64,600$766K0.2%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed47,612$762K0.2%2025-Q1 stale
Transmarket Holdings LP new51,303$720K0.2%2025-Q4 stale
Graham Capital Management, L.P. new43,848$655K0.2%2025-Q2 stale
Qube Research & Technologies Ltd trimmed41,157$578K0.2%2025-Q4 stale
Genus Capital Management Inc. trimmed33,840$505K0.1%2025-Q2 stale
STIFEL FINANCIAL CORP added29,137$435K0.1%2025-Q2 stale
TWO SIGMA ADVISERS, LP added30,900$434K0.1%2025-Q4 stale
Alaska Permanent Fund Corp23,962$389K0.1%2025-Q1 stale
XTX Topco Ltd trimmed24,259$341K0.1%2025-Q4 stale
FOX RUN MANAGEMENT, L.L.C. new21,892$327K0.1%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership