Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
1,881 institutional managers reported holding PH for the quarter ended Mar 31, 2026. Together they hold about 89% of shares outstanding; the top 10 hold 42%. 183 opened new positions; 119 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 11.28M | 8.81% | $10.10B | added +1% | ≤2013 |
| BlackRock | 10.00M | 7.81% | $8.95B | added +4.3% | ≤2013 |
| State Street | 9.34M | 7.30% | $8.36B | trimmed -1% | ≤2013 |
| Procyon Advisors, LLC | 5.07M | 3.96% | $4.54B | unchanged | 2022 Q1 |
| FMR (Fidelity) | 4.05M | 3.16% | $3.62B | unchanged | ≤2013 |
| Bank OF America CORP /DE/ | 3.48M | 2.72% | $3.12B | trimmed -11.3% | ≤2013 |
| Geode Capital | 2.92M | 2.28% | $2.61B | added +5.3% | ≤2013 |
| Morgan Stanley | 2.55M | 2.00% | $2.29B | added +19.8% | ≤2013 |
| Invesco | 2.35M | 1.84% | $2.11B | added +11.8% | ≤2013 |
| Aristotle Capital Management, LLC | 2.12M | 1.66% | $1.90B | trimmed -21.8% | 2018 Q3 |
| UBS | 2.07M | 1.62% | $1.85B | added +10.1% | ≤2013 |
| T. Rowe Price | 1.93M | 1.51% | $1.73B | trimmed -28.1% | ≤2013 |
| Ameriprise Financial INC | 1.79M | 1.40% | $1.60B | trimmed -16.4% | ≤2013 |
| Capital Group (American Funds) | 1.63M | 1.27% | $1.46B | trimmed -37.5% | 2024 Q4 |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.57M | 1.23% | $1.41B | trimmed -10.1% | 2019 Q2 |
| Charles Schwab Investment Management | 1.57M | 1.22% | $1.40B | trimmed -0.9% | ≤2013 |
| Wellington Management | 1.28M | 1.00% | $1.15B | added +4.7% | 2016 Q2 |
| Northern Trust | 1.25M | 0.97% | $1.12B | trimmed -1.9% | ≤2013 |
| Franklin Resources | 1.17M | 0.92% | $1.05B | trimmed -3.1% | ≤2013 |
| Nuveen | 1.10M | 0.86% | $986.3M | trimmed -19.4% | ≤2013 |
| Royal Bank OF Canada | 1.06M | 0.83% | $946.4M | trimmed -3.3% | ≤2013 |
| Schroder Investment Management Group | 982.9k | 0.77% | $879.9M | added +11.3% | ≤2013 |
| Deutsche Bank AG\ | 890.0k | 0.69% | $796.8M | added +2.1% | ≤2013 |
| Wells Fargo & COMPANY/MN | 878.6k | 0.69% | $786.6M | unchanged | ≤2013 |
| Baird Financial Group, INC. | 875.4k | 0.68% | $783.7M | trimmed -9.2% | 2018 Q2 |
| Goldman Sachs | 870.1k | 0.68% | $779.0M | added +8.5% | ≤2013 |
| Legal & General Group PLC | 763.5k | 0.60% | $683.6M | unchanged | ≤2013 |
| Envestnet Asset Management INC | 756.9k | 0.59% | $677.7M | trimmed -4% | ≤2013 |
| BNY Mellon | 740.6k | 0.58% | $663.0M | trimmed -2% | ≤2013 |
| Amundi | 625.1k | 0.49% | $559.6M | added +36.4% | 2017 Q4 |
| Pictet Asset Management Holding SA | 610.8k | 0.48% | $546.8M | added +4.2% | ≤2013 |
| Kestra Advisory Services, LLC | 603.1k | 0.47% | $540.0M | trimmed -2.6% | 2020 Q3 |
| Voya Investment Management LLC | 595.3k | 0.47% | $532.9M | added +15% | ≤2013 |
| Bank OF Montreal /CAN/ | 566.6k | 0.44% | $507.3M | trimmed -3.8% | ≤2013 |
| Barclays PLC | 541.3k | 0.42% | $484.6M | trimmed -17.3% | ≤2013 |
| Fisher Investments | 509.6k | 0.40% | $456.2M | trimmed -10.8% | 2020 Q4 |
| BNP Paribas Financial Markets | 509.4k | 0.40% | $456.0M | added +19.2% | ≤2013 |
| Citadel Advisors | 503.5k | 0.39% | $450.8M | added +6.1% | 2015 Q4 |
| Principal Financial Group INC | 484.1k | 0.38% | $433.4M | trimmed -2.5% | ≤2013 |
| DekaBank Deutsche Girozentrale | 469.6k | 0.37% | $420.4M | unchanged | ≤2013 |
| Qube Research & Technologies LTD | 465.3k | 0.36% | $416.5M | added +362.1% | 2021 Q4 |
| Holocene Advisors | 463.4k | 0.36% | $414.9M | trimmed -9.4% | 2023 Q1 |
| Dimensional Fund Advisors | 461.0k | 0.36% | $412.7M | trimmed -20.4% | ≤2013 |
| Mirae Asset Global Etfs Holdings LTD. | 443.0k | 0.35% | $396.6M | trimmed -5.1% | 2018 Q1 |
| CPP Investment Board | 400.6k | 0.31% | $358.6M | added +5.2% | ≤2013 |
| Focus Partners Wealth | 394.8k | 0.31% | $353.4M | added +78.6% | 2023 Q4 |
| Lord, Abbett & CO. LLC | 393.3k | 0.31% | $352.1M | trimmed -8.6% | 2021 Q2 |
| Keybank National ASSOCIATION/OH | 390.9k | 0.30% | $350.0M | trimmed -4% | ≤2013 |
| Winslow Capital Management, LLC | 381.9k | 0.30% | $341.9M | added +132.7% | 2023 Q1 |
| Swiss National Bank | 370.3k | 0.29% | $331.5M | added +6.8% | ≤2013 |
Largest 50 of 1,881 shown; the full ranked, searchable register is at boothcheck.com/holders/PH. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.