PRI institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

485 institutional managers reported holding PRI for the quarter ended Mar 31, 2026. Together they hold about 93% of shares outstanding; the top 10 hold 57%. 49 opened new positions; 64 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group3.52M11.09%$879.1Madded +6.9%≤2013
Kayne Anderson Rudnick Investment Management LLC3.07M9.68%$767.7Mtrimmed -3%2014 Q1
BlackRock2.99M9.44%$748.5Madded +1.4%≤2013
FMR (Fidelity)2.83M8.91%$706.7Mtrimmed -1.2%≤2013
Bank OF Montreal /CAN/1.26M3.96%$314.3Mtrimmed -4.1%≤2013
State Street1.00M3.16%$250.8Munchanged≤2013
Brave Warrior Advisors, LLC (focused)879.3k2.77%$219.8Madded +12.7%≤2013
Geode Capital870.3k2.74%$217.5Madded +9.7%≤2013
Bamco INC /NY/860.0k2.71%$215.0Mtrimmed -24.1%≤2013
Fiduciary Management INC /WI/692.0k2.18%$173.0Madded +13.2%2020 Q3
Dimensional Fund Advisors650.6k2.05%$162.6Madded +1.2%≤2013
First Trust Advisors LP529.2k1.67%$132.3Madded +4.7%2023 Q3
Lyrical Asset Management LP (focused)506.0k1.59%$126.5Mtrimmed -6.5%2021 Q4
AGF Management LTD430.8k1.36%$107.7Madded +2.4%≤2013
Invesco357.6k1.13%$89.4Munchanged≤2013
Charles Schwab Investment Management326.5k1.03%$81.6Madded +3.1%≤2013
Fuller & Thaler Asset Management, INC.319.3k1.01%$79.8Madded +12.1%2017 Q3
BNY Mellon314.1k0.99%$78.5Madded +0.8%≤2013
Northern Trust292.3k0.92%$73.1Madded +2%≤2013
Wells Fargo & COMPANY/MN280.1k0.88%$70.0Mtrimmed -6%≤2013
AQR Capital264.8k0.83%$66.2Madded +19.3%≤2013
Quantum Capital Management, LLC / NJ (focused)250.9k0.79%$62.7Mtrimmed -1.1%2013 Q3
Life Cycle Investment Partners LTD245.2k0.77%$61.3Madded +55.6%2025 Q4
Nordea Investment Management AB216.5k0.68%$54.1Munchanged2025 Q3
UBS215.7k0.68%$53.9Mtrimmed -21.4%≤2013
Morgan Stanley214.7k0.68%$53.7Mtrimmed -4.1%≤2013
FIL LTD182.4k0.57%$45.6Mtrimmed -9.8%2024 Q2
T. Rowe Price Investment Management, INC.174.5k0.55%$43.6Madded +155.1%2024 Q1
Millennium Management172.8k0.55%$43.2Mtrimmed -18.6%2013 Q4
Royal London Asset Management LTD157.5k0.50%$39.4Munchanged2018 Q2
T. Rowe Price150.9k0.48%$37.7Madded +2.1%2013 Q4
Goldman Sachs142.6k0.45%$35.6Madded +14.1%≤2013
American Century Companies INC138.6k0.44%$34.7Madded +7.4%2020 Q2
Raymond James Financial INC134.8k0.42%$33.7Madded +1.8%2015 Q4
Academy Capital Management (focused)129.9k0.41%$32.5Mtrimmed -1.8%≤2013
Quantinno Capital Management LP123.0k0.39%$30.7Madded +62.2%2023 Q2
PhiloSmith Capital CORP (focused)118.2k0.37%$29.5Munchanged2016 Q4
Nuveen110.9k0.35%$27.7Mtrimmed -2.2%2018 Q1
Arbejdsmarkedets Tillaegspension101.0k0.32%$25.2Madded +9.8%2025 Q4
ProShare Advisors LLC99.2k0.31%$24.8Madded +7646.8%≤2013
Rhumbline Advisers91.6k0.29%$22.9Madded +6.3%≤2013
Envestnet Asset Management INC91.4k0.29%$22.8Madded +7.8%≤2013
Copeland Capital Management, LLC90.6k0.29%$22.7Mtrimmed -0.6%2025 Q2
Natixis Advisors, LLC81.1k0.26%$20.3Madded +3.8%2016 Q4
Eulav Asset Management77.3k0.24%$19.3Madded +63%2016 Q4
Man Group77.1k0.24%$19.3Mtrimmed -5.6%2022 Q3
CalPERS76.5k0.24%$19.1Mtrimmed -5.3%≤2013
Jones Financial Companies Lllp74.7k0.23%$18.7Madded +2668.3%2023 Q4
Principal Financial Group INC72.3k0.23%$18.1Madded +4.1%≤2013
D. E. Shaw72.0k0.23%$18.0Mtrimmed -21.8%2017 Q1

Largest 50 of 485 shown; the full ranked, searchable register is at boothcheck.com/holders/PRI. 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.

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