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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,104,557 | $145M | 14.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,470,630 | $127M | 12.5% | 2026-Q1 |
| FMR LLC added | 3,978,729 | $113M | 11.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,826,101 | $80M | 7.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,751,313 | $78M | 7.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,397,352 | $68M | 6.7% | 2026-Q1 |
| BlackRock, Inc. added | 1,388,680 | $39M | 3.9% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC trimmed | 1,321,151 | $38M | 3.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,307,993 | $37M | 3.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 804,009 | $22M | 2.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 653,715 | $19M | 1.8% | 2026-Q1 |
| Quantinno Capital Management LP added | 638,516 | $18M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 500,273 | $14M | 1.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 430,669 | $12M | 1.2% | 2026-Q1 |
| Solel Partners LP | 266,592 | $8M | 0.7% | 2026-Q1 |
| Creative Planning added | 257,056 | $7M | 0.7% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 253,177 | $7M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 251,049 | $7M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 239,276 | $7M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 234,451 | $7M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 231,193 | $7M | 0.6% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 218,878 | $6M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 192,725 | $5M | 0.5% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 192,203 | $5M | 0.5% | 2026-Q1 |
| Gradient Investments LLC added | 172,573 | $5M | 0.5% | 2026-Q1 |
| Transmarket Holdings LP new | 168,481 | $5M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 146,571 | $4M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 140,218 | $4M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 139,461 | $4M | 0.4% | 2026-Q1 |
| AMG National Trust Bank trimmed | 136,694 | $4M | 0.4% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 265,788 | $4M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 123,579 | $4M | 0.3% | 2026-Q1 |
| XTX Topco Ltd added | 121,157 | $3M | 0.3% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 119,264 | $3M | 0.3% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 102,192 | $3M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 96,004 | $3M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 91,487 | $3M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 89,886 | $3M | 0.3% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 88,666 | $3M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 83,455 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 78,025 | $2M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 73,554 | $2M | 0.2% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 71,915 | $2M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 71,848 | $2M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 71,736 | $2M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 67,928 | $2M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 63,641 | $2M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 63,052 | $2M | 0.2% | 2026-Q1 |
| Brooklyn Investment Group added | 62,492 | $2M | 0.2% | 2026-Q1 |
| Ethic Inc. added | 61,411 | $2M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 58,624 | $2M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 53,364 | $2M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 52,610 | $1M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC trimmed | 49,019 | $1M | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 48,728 | $1M | 0.1% | 2026-Q1 |
| Mondrian Investment Partners LTD trimmed | 44,276 | $1M | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 42,012 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 41,291 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 41,270 | $1M | 0.1% | 2026-Q1 |
| Manske Wealth Management trimmed | 40,813 | $1M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 39,281 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 38,979 | $1M | 0.1% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 38,491 | $1M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 39,273 | $1M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 37,583 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 33,710 | $980K | 0.1% | 2026-Q1 |
| Integrated Quantitative Investments LLC new | 33,902 | $964K | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC added | 33,208 | $944K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 33,111 | $941K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 32,869 | $934K | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 32,398 | $934K | 0.1% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 32,789 | $932K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 32,589 | $927K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 32,265 | $917K | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 32,156 | $914K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 32,000 | $910K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 31,211 | $887K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 30,448 | $866K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 30,068 | $855K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC added | 29,927 | $851K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 28,405 | $808K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 28,322 | $805K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 27,461 | $781K | 0.1% | 2026-Q1 |
| Legacy Wealth Asset Management, LLC added | 27,314 | $777K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 26,735 | $776K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 27,114 | $771K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 27,009 | $768K | 0.1% | 2026-Q1 |
| First Affirmative Financial Network | 26,379 | $738K | 0.1% | 2026-Q1 |
| Aaron Wealth Advisors LLC added | 25,856 | $735K | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 25,155 | $715K | 0.1% | 2026-Q1 |
| ABC ARBITRAGE SA trimmed | 236,431 | $7M | 0.7% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP new | 211,988 | $5M | 0.5% | 2025-Q2 stale |
| DEUTSCHE BANK AG\ added | 92,083 | $3M | 0.3% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 72,114 | $2M | 0.2% | 2025-Q4 stale |
| Farringdon Capital, Ltd. added | 67,017 | $2M | 0.2% | 2025-Q3 stale |
| Aquatic Capital Management LLC added | 57,590 | $2M | 0.2% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC added | 55,971 | $2M | 0.2% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC trimmed | 71,826 | $2M | 0.2% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 44,800 | $1M | 0.1% | 2025-Q4 stale |
| Advisors Preferred, LLC added | 33,025 | $929K | 0.1% | 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.
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.