| 4 | JANE STREET GROUP, LLC | 30K | $93K | β | 0.227% | 0.00% |
| 5 | XTX Topco Ltd | 15K | $46K | β | 0.113% | 0.00% |
| 6 | CITADEL ADVISORS LLC | 12K | $36K | β | 0.087% | 0.00% |
| 7 | Stonehage Fleming Financial Services Holdings Ltd | 89 | $272 | 0.0% | 0.001% | 0.00% |
| 8 | UBS Group AG | 60 | $184 | β | 0.000% | 0.00% |
| 9 | Caitlin John, LLC | 35 | $107 | β | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PBM β a direct measure of their conviction.
| 0.07% |
| 0.05 pp |
| $0M |
| 83% |
| Q4 2024 | 12 | 7.7% | 0.12% | +0.12 pp | $1M | +629% |
| Q3 2024 | 13 | β | 0.00% | β | $0M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
7 institutions opened new positions in PBM during Q2 2026, while 0 fully exited. 1 added to existing positions and 0 trimmed.
PBM institutional ownership rose by 1.00 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 100.0% of all reported 13F value in PBM, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.