Who owns PTEN (PTEN)
Which tracked institutional funds hold PTEN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PTEN 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.
How the tape is positioned
The tracked-fund tape on PTEN is one-sided between 2025-Q4 and 2026-Q1: 195 added or opened and 40 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
PTEN’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 PTEN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PTEN 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 410 tracked filers holding PTEN, 224 increased or opened the position and 182 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 PTEN 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 44
- VANGUARD PORTFOLIO MANAGEMENT LLC$293M
- VANGUARD CAPITAL MANAGEMENT LLC$180M
- Webs Creek Capital Management LP$47M
- Squarepoint Ops LLC$36M
- Merewether Investment Management, LP$33M
- Driehaus Capital Management LLC$28M
Full exits 20
- VANGUARD GROUP INC$241M
- JANE STREET GROUP, LLC$26M
- Yaupon Capital Management LP$10M
- Tejara Capital Ltd$5M
- Edgestream Partners, L.P.$5M
- TWO SIGMA ADVISERS, LP$5M
Largest adds
- BlackRock, Inc.$199M
- DIMENSIONAL FUND ADVISORS LP$117M
- Invesco Ltd.$105M
- GOLDMAN SACHS GROUP INC$100M
- AMERICAN CENTURY COMPANIES INC$82M
- Sourcerock Group LLC$81M
Largest trims
- Blackstone Inc.$94M
- Point72 Asset Management, L.P.$22M
- Holocene Advisors, LP$20M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$19M
- UBS Group AG$19M
- BANK OF MONTREAL /CAN/$8M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 51,246,468 | $555M | 11.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 27,059,558 | $293M | 6.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 21,211,576 | $230M | 4.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 16,620,808 | $180M | 3.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 16,406,052 | $178M | 3.8% | 2026-Q1 |
| Sourcerock Group LLC added | 16,309,517 | $177M | 3.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 15,235,534 | $165M | 3.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 14,985,593 | $162M | 3.5% | 2026-Q1 |
| Invesco Ltd. added | 13,058,872 | $141M | 3.0% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 12,253,350 | $133M | 2.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 9,450,347 | $102M | 2.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 8,906,993 | $96M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 8,821,800 | $96M | 2.0% | 2026-Q1 |
| Blackstone Inc. trimmed | 7,139,404 | $77M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 6,899,740 | $75M | 1.6% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 6,697,154 | $73M | 1.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 5,296,308 | $57M | 1.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 5,160,838 | $56M | 1.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 4,993,835 | $54M | 1.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 4,864,652 | $53M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,855,166 | $53M | 1.1% | 2026-Q1 |
| NORGES BANK added | 6,341,242 | $52M | 1.1% | 2026-Q1 |
| Monaco Asset Management SAM trimmed | 4,609,355 | $50M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,418,612 | $48M | 1.0% | 2026-Q1 |
| Webs Creek Capital Management LP added | 4,379,658 | $47M | 1.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 4,128,099 | $45M | 1.0% | 2026-Q1 |
| ARGA Investment Management, LP trimmed | 3,908,308 | $42M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 3,862,291 | $42M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,802,353 | $41M | 0.9% | 2026-Q1 |
| Nuveen, LLC trimmed | 3,649,361 | $40M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 3,584,254 | $39M | 0.8% | 2026-Q1 |
| Squarepoint Ops LLC added | 3,336,500 | $36M | 0.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 3,199,449 | $33M | 0.7% | 2026-Q1 |
| Merewether Investment Management, LP new | 3,003,324 | $33M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 2,919,491 | $32M | 0.7% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 2,858,245 | $31M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,674,369 | $30M | 0.6% | 2026-Q1 |
| Driehaus Capital Management LLC added | 2,559,637 | $28M | 0.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 2,440,039 | $26M | 0.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 2,432,518 | $26M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,271,829 | $25M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,262,687 | $25M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,050,466 | $22M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 1,956,581 | $21M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 1,810,010 | $20M | 0.4% | 2026-Q1 |
| SIR Capital Management, L.P. added | 1,716,893 | $19M | 0.4% | 2026-Q1 |
| KAHN BROTHERS GROUP INC trimmed | 1,690,156 | $18M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,655,731 | $18M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,653,850 | $18M | 0.4% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 1,630,000 | $18M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 1,521,110 | $16M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 1,235,766 | $13M | 0.3% | 2026-Q1 |
| J. Goldman & Co LP trimmed | 1,202,375 | $13M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 1,199,316 | $13M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,143,446 | $12M | 0.3% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 1,060,226 | $11M | 0.2% | 2026-Q1 |
| Man Group plc trimmed | 1,045,765 | $11M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,028,227 | $11M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 967,160 | $10M | 0.2% | 2026-Q1 |
| Fulcrum Asset Management LLP new | 940,736 | $10M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 948,255 | $10M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 946,081 | $10M | 0.2% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 935,059 | $10M | 0.2% | 2026-Q1 |
| Lisanti Capital Growth, LLC added | 896,470 | $10M | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC new | 742,509 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 793,067 | $9M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 778,872 | $8M | 0.2% | 2026-Q1 |
| Corigliano Investment Advisers, LLC added | 769,600 | $8M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 758,210 | $8M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 733,020 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 713,088 | $8M | 0.2% | 2026-Q1 |
| New Age Alpha Advisors, LLC trimmed | 704,329 | $8M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 701,061 | $8M | 0.2% | 2026-Q1 |
| Lighthouse Investment Partners, LLC added | 675,000 | $7M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 646,567 | $7M | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 650,958 | $7M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 631,930 | $7M | 0.1% | 2026-Q1 |
| Atom Investors LP added | 614,212 | $7M | 0.1% | 2026-Q1 |
| Phocas Financial Corp. added | 596,671 | $6M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 594,454 | $6M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 590,781 | $6M | 0.1% | 2026-Q1 |
| Creative Planning added | 570,498 | $6M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 568,107 | $6M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 538,646 | $6M | 0.1% | 2026-Q1 |
| Stanley-Laman Group, Ltd. added | 530,634 | $6M | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 510,293 | $6M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 503,916 | $5M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 503,827 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 39,437,466 | $241M | 5.2% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 8,567,695 | $44M | 1.0% | 2025-Q3 stale |
| Pacer Advisors, Inc. trimmed | 4,565,781 | $38M | 0.8% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 4,218,124 | $26M | 0.6% | 2025-Q4 stale |
| Ceredex Value Advisors LLC added | 1,363,150 | $11M | 0.2% | 2025-Q1 stale |
| Yaupon Capital Management LP added | 1,617,799 | $10M | 0.2% | 2025-Q4 stale |
| BERNZOTT CAPITAL ADVISORS added | 847,934 | $7M | 0.1% | 2025-Q1 stale |
| Pine Valley Investments Ltd Liability Co new | 829,424 | $7M | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 809,106 | $7M | 0.1% | 2025-Q1 stale |
| Aristotle Capital Boston, LLC trimmed | 1,181,281 | $6M | 0.1% | 2025-Q3 stale |
| Tejara Capital Ltd added | 890,493 | $5M | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. added | 887,642 | $5M | 0.1% | 2025-Q4 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.
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.