Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
281 institutional managers reported holding PRM for the quarter ended Mar 31, 2026. Together they hold about 78% of shares outstanding; the top 10 hold 50%. 50 opened new positions; 50 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Windacre Partnership LLC (focused) | 21.85M | 13.24% | $533.8M | unchanged | 2021 Q4 |
| Principal Financial Group INC | 12.53M | 7.59% | $306.0M | added +15% | 2021 Q4 |
| BlackRock | 10.83M | 6.56% | $264.5M | unchanged | 2022 Q2 |
| FMR (Fidelity) | 9.04M | 5.48% | $220.8M | added +3.1% | 2022 Q2 |
| Vanguard Group | 8.73M | 5.29% | $213.3M | added +1.9% | 2022 Q2 |
| Dimensional Fund Advisors | 4.76M | 2.89% | $116.3M | added +0.6% | 2023 Q3 |
| Janus Henderson | 4.01M | 2.43% | $97.9M | added +8.6% | 2021 Q4 |
| DF Dent & CO INC | 3.93M | 2.38% | $96.0M | added +55.1% | 2022 Q3 |
| Geode Capital | 3.80M | 2.30% | $92.7M | added +11% | 2022 Q2 |
| State Street | 3.24M | 1.97% | $79.2M | added +1.4% | 2022 Q2 |
| Balance Capital Partners L.p. (focused) | 2.74M | 1.66% | $66.8M | added +9% | 2025 Q4 |
| Brown Brothers Harriman & CO | 2.61M | 1.58% | $63.7M | added +15.5% | 2021 Q4 |
| Senator Investment Group LP | 2.37M | 1.44% | $57.9M | added +0.9% | 2021 Q4 |
| Corient Private Wealth LLC | 1.90M | 1.15% | $46.4M | trimmed -7.7% | 2024 Q4 |
| Morgan Stanley | 1.88M | 1.14% | $45.8M | added +21.9% | 2021 Q4 |
| Bank OF America CORP /DE/ | 1.74M | 1.05% | $42.5M | added +4.8% | 2021 Q4 |
| Equitable Trust CO | 1.65M | 1.00% | $40.4M | trimmed -13.7% | 2022 Q3 |
| PRIMECAP Management | 1.63M | 0.99% | $39.9M | trimmed -0.6% | 2021 Q4 |
| Arrowstreet Capital | 1.63M | 0.98% | $39.7M | trimmed -23.7% | 2024 Q1 |
| Northern Trust | 1.41M | 0.85% | $34.4M | added +3% | 2022 Q2 |
| East Coast Asset Management, LLC. | 1.36M | 0.82% | $33.2M | trimmed -0.6% | 2021 Q4 |
| Charles Schwab Investment Management | 1.15M | 0.70% | $28.1M | trimmed -1.8% | 2022 Q2 |
| Focus Partners Wealth | 1.07M | 0.65% | $26.2M | added +131% | 2025 Q4 |
| Bessemer Group INC | 1.06M | 0.65% | $26.0M | added +61.2% | 2022 Q4 |
| Invesco | 1.05M | 0.64% | $25.7M | trimmed -18.8% | 2022 Q2 |
| T. Rowe Price Investment Management, INC. | 1.01M | 0.61% | $24.8M | added +55.8% | 2025 Q3 |
| Goldman Sachs | 980.7k | 0.59% | $24.0M | added +51.4% | 2021 Q4 |
| Pennant Investors, LP (focused) | 938.3k | 0.57% | $22.9M | trimmed -21.4% | 2021 Q4 |
| Raymond James Financial INC | 839.7k | 0.51% | $20.5M | trimmed -23.4% | 2021 Q4 |
| Skye Global Management LP (focused) | 652.0k | 0.40% | $15.9M | trimmed -8.4% | 2025 Q1 |
| Catawba River Capital (focused) | 599.4k | 0.36% | $14.6M | unchanged | 2024 Q4 |
| Renaissance Technologies | 591.3k | 0.36% | $14.4M | added +2744.1% | 2024 Q3 |
| Qube Research & Technologies LTD | 577.9k | 0.35% | $14.1M | added +27.9% | 2024 Q4 |
| AQR Capital | 574.2k | 0.35% | $14.0M | added +1.4% | 2024 Q3 |
| Envestnet Asset Management INC | 550.3k | 0.33% | $13.4M | added +29.3% | 2021 Q4 |
| UBS | 517.4k | 0.31% | $12.6M | trimmed -12% | 2021 Q4 |
| Weitz Investment Management, INC. (focused) | 509.4k | 0.31% | $12.4M | unchanged | 2021 Q4 |
| Nordea Investment Management AB | 464.0k | 0.28% | $11.3M | trimmed -4.6% | 2025 Q1 |
| Wells Fargo & COMPANY/MN | 455.4k | 0.28% | $11.1M | trimmed -20.2% | 2021 Q4 |
| BNY Mellon | 434.6k | 0.26% | $10.6M | trimmed -1.5% | 2022 Q2 |
| IEQ Capital, LLC | 412.1k | 0.25% | $10.1M | trimmed -19.3% | 2024 Q4 |
| Voleon Capital Management LP | 411.0k | 0.25% | $10.0M | added +32.4% | 2025 Q3 |
| First Trust Advisors LP | 376.4k | 0.23% | $9.2M | trimmed -0.9% | 2024 Q4 |
| Federated Hermes, INC. | 356.9k | 0.22% | $8.7M | added +6.5% | 2024 Q3 |
| Lynwood Price Capital Management LP (focused) | 350.0k | 0.21% | $8.5M | added +42.9% | 2025 Q4 |
| Stanley Capital Management, LLC (focused) | 349.0k | 0.21% | $8.5M | unchanged | 2022 Q2 |
| Citadel Advisors | 329.6k | 0.20% | $8.1M | added +34.7% | 2021 Q4 |
| Algert Global LLC | 296.5k | 0.18% | $7.2M | trimmed -1.5% | 2022 Q2 |
| Nuveen | 284.3k | 0.17% | $6.9M | unchanged | 2022 Q2 |
| Swiss National Bank | 278.1k | 0.17% | $6.8M | added +1.4% | 2022 Q2 |
Largest 50 of 281 shown; the full ranked, searchable register is at boothcheck.com/holders/PRM. 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.