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Institutional Ownership · SEC Form 13F

Who owns PUK (PUK)


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

258
Institutional holders
36,166,441
Shares held (tracked funds)

How the tape is positioned

30 tracked funds added or opened PUK while 42 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

PUK’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 PUK more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PUK 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 258 tracked filers holding PUK, 166 increased or opened the position and 96 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 PUK 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 9

  • Transmarket Holdings LP$5M
  • MARSHALL WACE, LLP$4M
  • Engineers Gate Manager LP$2M
  • MILLENNIUM MANAGEMENT LLC$2M
  • Integrated Quantitative Investments LLC$964K
  • BALYASNY ASSET MANAGEMENT L.P.$914K

Full exits 7

  • ABC ARBITRAGE SA$7M
  • DEUTSCHE BANK AG\$3M
  • Y-Intercept (Hong Kong) Ltd$2M
  • TWO SIGMA ADVISERS, LP$1M
  • FLOW TRADERS U.S. LLC$708K
  • Atlatl Advisers LLC$676K

Largest adds

  • JPMORGAN CHASE & CO$15M
  • ASSETMARK, INC$7M
  • JANE STREET GROUP, LLC$5M
  • Quantinno Capital Management LP$4M
  • AMERICAN CENTURY COMPANIES INC$4M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3M

Largest trims

  • Connor, Clark & Lunn Investment Management Ltd.$12M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
  • CAUSEWAY CAPITAL MANAGEMENT LLC$9M
  • GOLDMAN SACHS GROUP INC$9M
  • M&T Bank Corp$8M
  • NORTHERN TRUST CORP$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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added5,104,557$145M14.2%2026-Q1
BANK OF AMERICA CORP /DE/ added4,470,630$127M12.5%2026-Q1
FMR LLC added3,978,729$113M11.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,826,101$80M7.9%2026-Q1
GOLDMAN SACHS GROUP INC trimmed2,751,313$78M7.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added2,397,352$68M6.7%2026-Q1
BlackRock, Inc. added1,388,680$39M3.9%2026-Q1
CAUSEWAY CAPITAL MANAGEMENT LLC trimmed1,321,151$38M3.7%2026-Q1
NORTHERN TRUST CORP trimmed1,307,993$37M3.6%2026-Q1
JPMORGAN CHASE & CO added804,009$22M2.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added653,715$19M1.8%2026-Q1
Quantinno Capital Management LP added638,516$18M1.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added500,273$14M1.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed430,669$12M1.2%2026-Q1
Solel Partners LP266,592$8M0.7%2026-Q1
Creative Planning added257,056$7M0.7%2026-Q1
SEI INVESTMENTS CO trimmed253,177$7M0.7%2026-Q1
ASSETMARK, INC added251,049$7M0.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed239,276$7M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added234,451$7M0.7%2026-Q1
ROYAL BANK OF CANADA trimmed231,193$7M0.6%2026-Q1
Pathstone Holdings, LLC trimmed218,878$6M0.6%2026-Q1
JANE STREET GROUP, LLC added192,725$5M0.5%2026-Q1
QRG CAPITAL MANAGEMENT, INC. added192,203$5M0.5%2026-Q1
Gradient Investments LLC added172,573$5M0.5%2026-Q1
Transmarket Holdings LP new168,481$5M0.5%2026-Q1
NATIXIS ADVISORS, LLC trimmed146,571$4M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed140,218$4M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added139,461$4M0.4%2026-Q1
AMG National Trust Bank trimmed136,694$4M0.4%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added265,788$4M0.4%2026-Q1
MARSHALL WACE, LLP trimmed123,579$4M0.3%2026-Q1
XTX Topco Ltd added121,157$3M0.3%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added119,264$3M0.3%2026-Q1
Crossmark Global Holdings, Inc. trimmed102,192$3M0.3%2026-Q1
Mariner, LLC added96,004$3M0.3%2026-Q1
Bank of New York Mellon Corp added91,487$3M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed89,886$3M0.3%2026-Q1
Madison Asset Management, LLC trimmed88,666$3M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed83,455$2M0.2%2026-Q1
CITIGROUP INC added78,025$2M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added73,554$2M0.2%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. trimmed71,915$2M0.2%2026-Q1
Vestmark Advisory Solutions, Inc. trimmed71,848$2M0.2%2026-Q1
Engineers Gate Manager LP added71,736$2M0.2%2026-Q1
UBS Group AG trimmed67,928$2M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed63,641$2M0.2%2026-Q1
Nuveen, LLC trimmed63,052$2M0.2%2026-Q1
Brooklyn Investment Group added62,492$2M0.2%2026-Q1
Ethic Inc. added61,411$2M0.2%2026-Q1
DAVENPORT & Co LLC trimmed58,624$2M0.2%2026-Q1
HRT FINANCIAL LP added53,364$2M0.1%2026-Q1
Russell Investments Group, Ltd. added52,610$1M0.1%2026-Q1
Callan Family Office, LLC trimmed49,019$1M0.1%2026-Q1
Vanguard Personalized Indexing Management, LLC trimmed48,728$1M0.1%2026-Q1
Mondrian Investment Partners LTD trimmed44,276$1M0.1%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added42,012$1M0.1%2026-Q1
Cerity Partners LLC added41,291$1M0.1%2026-Q1
MML INVESTORS SERVICES, LLC added41,270$1M0.1%2026-Q1
Manske Wealth Management trimmed40,813$1M0.1%2026-Q1
BANK OF MONTREAL /CAN/ added39,281$1M0.1%2026-Q1
LPL Financial LLC trimmed38,979$1M0.1%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added38,491$1M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added39,273$1M0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed37,583$1M0.1%2026-Q1
Focus Partners Wealth added33,710$980K0.1%2026-Q1
Integrated Quantitative Investments LLC new33,902$964K0.1%2026-Q1
GeoWealth Management, LLC added33,208$944K0.1%2026-Q1
IEQ CAPITAL, LLC added33,111$941K0.1%2026-Q1
US BANCORP \DE\ added32,869$934K0.1%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC added32,398$934K0.1%2026-Q1
GC Wealth Management RIA, LLC added32,789$932K0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added32,589$927K0.1%2026-Q1
Stratos Wealth Partners, LTD. added32,265$917K0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed32,156$914K0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed32,000$910K0.1%2026-Q1
Atria Investments, Inc trimmed31,211$887K0.1%2026-Q1
PARK AVENUE SECURITIES LLC added30,448$866K0.1%2026-Q1
FIRST TRUST ADVISORS LP added30,068$855K0.1%2026-Q1
SIGNATUREFD, LLC added29,927$851K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added28,405$808K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed28,322$805K0.1%2026-Q1
Cetera Investment Advisers added27,461$781K0.1%2026-Q1
Legacy Wealth Asset Management, LLC added27,314$777K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed26,735$776K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed27,114$771K0.1%2026-Q1
FRANKLIN RESOURCES INC added27,009$768K0.1%2026-Q1
First Affirmative Financial Network26,379$738K0.1%2026-Q1
Aaron Wealth Advisors LLC added25,856$735K0.1%2026-Q1
Vident Advisory, LLC added25,155$715K0.1%2026-Q1
ABC ARBITRAGE SA trimmed236,431$7M0.7%2025-Q4 stale
GSA CAPITAL PARTNERS LLP new211,988$5M0.5%2025-Q2 stale
DEUTSCHE BANK AG\ added92,083$3M0.3%2025-Q4 stale
Y-Intercept (Hong Kong) Ltd added72,114$2M0.2%2025-Q4 stale
Farringdon Capital, Ltd. added67,017$2M0.2%2025-Q3 stale
Aquatic Capital Management LLC added57,590$2M0.2%2025-Q3 stale
Schonfeld Strategic Advisors LLC added55,971$2M0.2%2025-Q3 stale
OLD MISSION CAPITAL LLC trimmed71,826$2M0.2%2025-Q1 stale
TWO SIGMA ADVISERS, LP added44,800$1M0.1%2025-Q4 stale
Advisors Preferred, LLC added33,025$929K0.1%2025-Q3 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