| 4 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 777K | $11.1M | 0.0% | 3.665% | 0.96% |
| 5 | Diamond Hill Capital Management, LLC (Investment Advisor) | 643K | $9.2M | +80.5% | 3.030% | 0.07% |
| 6 | KENNEDY CAPITAL MANAGEMENT LLC | 611K | $8.7M | — | 2.881% | 0.15% |
| 7 | Potomac Capital Management, Inc. | 477K | $6.8M | +60.8% | 2.250% | 4.65% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 455K | $6.5M | +5.2% | 2.147% | 0.00% |
| 9 | HEARTLAND ADVISORS INC | 400K | $5.7M | 0.0% | 1.887% | 0.25% |
| 10 | STATE STREET CORP | 350K | $5.0M | +4.2% | 1.649% | 0.00% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 250K | $3.6M | +54.5% | 1.178% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 191K | $2.7M | +16.7% | 0.901% | 0.00% |
| 13 | CITADEL ADVISORS LLC | 166K | $2.4M | +96.2% | 0.785% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 163K | $2.3M | +14.1% | 0.768% | 0.00% |
| 15 | NORTHERN TRUST CORP | 142K | $2.0M | +9.3% | 0.668% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 123K | $1.8M | +3.2% | 0.580% | 0.00% |
| 17 | GROUP ONE TRADING LLC | 123K | $1.8M | -50.5% | 0.578% | 0.00% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 121K | $1.7M | +20.9% | 0.572% | 0.00% |
| 19 | North Star Investment Management Corp. | 121K | $1.7M | 0.0% | 0.569% | 0.09% |
| 20 | Diametric Capital, LP | 115K | $1.6M | — | 0.541% | 0.17% |
| 21 | MYDA Advisors LLC | 90K | $1.3M | -25.0% | 0.424% | 0.19% |
| 22 | CM WEALTH ADVISORS LLC | 88K | $1.3M | — | 0.414% | 0.23% |
| 23 | XTX Topco Ltd | 63K | $899K | +170.8% | 0.297% | 0.01% |
| 24 | Owls Nest Partners IA, LLC | 57K | $808K | — | 0.267% | 0.26% |
| 25 | Pale Fire Capital SE | 56K | $795K | +14.4% | 0.262% | 0.06% |
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 PESI — a direct measure of their conviction.
| 31.25% |
| 3.63 pp |
| $46M |
| 41% |
| Q4 2024 | 73 | +7.4% | 34.88% | +2.86 pp | $77M | +16% |
| Q3 2024 | 68 | — | 32.02% | — | $66M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
13 institutions opened new positions in PESI during Q2 2026, while 9 fully exited. 66 added to existing positions and 9 trimmed.
PESI institutional ownership rose by 8.49 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 71.1% of all reported 13F value in PESI, and the top 25 account for 90.6%.
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.
Perma-Fix Environmental Services, Inc. (PESI) Institutional Ownership