Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PECO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 23.3M | $970.1M | +5.7% | 18.149% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.4M | $599.3M | +3.7% | 11.212% | 0.03% |
| 3 | STATE STREET CORP | 7.3M | $304.2M | +2.3% | 5.677% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $238.4M | +0.6% | 4.460% | 0.01% |
| 5 | FMR LLC | 4.2M | $175.7M | +2.1% | 3.286% | 0.01% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 4.0M | $167.0M | -23.0% | 3.123% | 0.03% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.8M | $156.8M | +6.3% | 2.934% | 0.01% |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | 3.4M | $139.5M | +1.7% | 2.610% | 0.08% |
| 9 | GOLDMAN SACHS GROUP INC | 2.9M | $122.3M | +72.6% | 2.289% | 0.01% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.5M | $102.8M | +4.5% | 1.922% | 0.01% |
| 11 | NORTHERN TRUST CORP | 2.3M | $97.7M | +57.5% | 1.827% | 0.01% |
| 12 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2.0M | $83.5M | +11.4% | 1.562% | 0.39% |
| 13 | JPMORGAN CHASE & CO | 1.9M | $81.7M | +7.6% | 1.502% | 0.00% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $79.8M | +0.9% | 1.493% | 0.01% |
| 15 | NORGES BANK | 1.7M | $68.8M | — | 1.287% | 0.01% |
| 16 | BANK OF AMERICA CORP /DE/ | 1.1M | $46.8M | +102.8% | 0.875% | 0.00% |
| 17 | Bank of New York Mellon Corp | 998K | $41.5M | +5.9% | 0.777% | 0.01% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 995K | $41.4M | +105.8% | 0.775% | 0.02% |
| 19 | Alyeska Investment Group, L.P. | 970K | $40.4M | +1592.9% | 0.755% | 0.10% |
| 20 | AMERIPRISE FINANCIAL INC | 946K | $39.4M | -0.1% | 0.737% | 0.01% |
| 21 | MORGAN STANLEY | 901K | $37.5M | -4.8% | 0.702% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 840K | $35.0M | +1.8% | 0.654% | 0.01% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 837K | $34.8M | +32335.3% | 0.652% | 0.01% |
| 24 | Nuveen, LLC | 806K | $33.5M | -18.8% | 0.628% | 0.01% |
| 25 | JUPITER ASSET MANAGEMENT LTD | 770K | $32.0M | — | 0.600% | 0.16% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PECO — a direct measure of their conviction.
Filings activity in PECO during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 448 | +2.3% | 89.44% | +3.37 pp | $4.72B | +18% |
| Q1 2026 | 438 | +7.9% | 86.07% | 0.70 pp | $4.00B | +1.9% |
| Q4 2025 | 406 | +3.3% | 86.77% | +4.06 pp | $3.92B | +12% |
| Q3 2025 | 393 | 3.7% | 82.71% | 3.11 pp | $3.51B | 5.3% |
| Q2 2025 | 408 | +2.3% | 85.82% | +3.37 pp | $3.71B | +1.0% |
| Q1 2025 | 399 | +2.3% | 82.45% | +0.74 pp | $3.67B | 1.9% |
| Q4 2024 | 390 | +0.5% | 81.71% | +1.64 pp | $3.74B | +3.8% |
| Q3 2024 | 388 | — | 80.07% | — | $3.61B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PECO stock.
Based on Q2 2026 13F filings, institutional ownership of Phillips Edison & Co. stands at 89.4%, held across 448 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PECO, with approximately 23,307,528 shares worth $0.97B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PECO.
Our composite Smart Money Score for PECO is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
47 institutions opened new positions in PECO during Q2 2026, while 35 fully exited. 329 added to existing positions and 62 trimmed.
PECO institutional ownership rose by 3.37 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 63.0% of all reported 13F value in PECO, and the top 25 account for 79.8%.
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.
Phillips Edison & Co. (PECO) Institutional Ownership