| 0.354% |
| 1.34% |
| 4 | CAUSEWAY CAPITAL MANAGEMENT LLC | 3.1M | $83.3M | +24.7% | 0.313% | 0.90% |
| 5 | MORGAN STANLEY | 2.9M | $79.8M | +5.7% | 0.300% | 0.00% |
| 6 | FMR LLC | 2.7M | $72.2M | -2.6% | 0.272% | 0.00% |
| 7 | BRANDES INVESTMENT PARTNERS, LP | 2.2M | $60.1M | +11.1% | 0.226% | 0.42% |
| 8 | NORTHERN TRUST CORP | 2.1M | $56.7M | +0.9% | 0.213% | 0.01% |
| 9 | BlackRock, Inc. | 2.0M | $54.3M | +36.9% | 0.204% | 0.00% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1.3M | $35.3M | +2.0% | 0.133% | 0.00% |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 944K | $25.7M | -3.4% | 0.097% | 0.00% |
| 12 | GOLDMAN SACHS GROUP INC | 912K | $24.8M | -15.1% | 0.093% | 0.00% |
| 13 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 859K | $23.4M | +66.9% | 0.088% | 4.79% |
| 14 | BECKER CAPITAL MANAGEMENT INC | 859K | $23.4M | -0.6% | 0.088% | 0.63% |
| 15 | BANK OF AMERICA CORP /DE/ | 800K | $21.8M | +14.3% | 0.082% | 0.00% |
| 16 | UBS Group AG | 686K | $18.7M | +28.5% | 0.070% | 0.00% |
| 17 | Quantinno Capital Management LP | 576K | $15.7M | +46.8% | 0.059% | 0.02% |
| 18 | Connor, Clark & Lunn Investment Management Ltd. | 564K | $15.3M | +2557.7% | 0.058% | 0.03% |
| 19 | SEI INVESTMENTS CO | 546K | $14.9M | +12.2% | 0.056% | 0.01% |
| 20 | ROYAL BANK OF CANADA | 541K | $14.7M | +9.2% | 0.055% | 0.00% |
| 21 | Pathstone Holdings, LLC | 440K | $12.0M | +9.2% | 0.045% | 0.03% |
| 22 | Twin Tree Management, LP | 428K | $11.6M | +195.3% | 0.044% | 0.22% |
| 23 | RAYMOND JAMES FINANCIAL INC | 418K | $11.4M | +1.7% | 0.043% | 0.00% |
| 24 | WELLS FARGO & COMPANY/MN | 391K | $10.6M | +2.3% | 0.040% | 0.00% |
| 25 | Russell Investments Group, Ltd. | 347K | $9.4M | +2.3% | 0.036% | 0.01% |
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 PHG — a direct measure of their conviction.
| 5.99% |
| +0.20 pp |
| $1.41B |
| 11% |
| Q4 2024 | 310 | 6.1% | 5.79% | 0.41 pp | $1.59B | 23% |
| Q3 2024 | 330 | — | 6.20% | — | $2.05B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
52 institutions opened new positions in PHG during Q2 2026, while 31 fully exited. 196 added to existing positions and 102 trimmed.
PHG institutional ownership rose by 0.08 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 62.7% of all reported 13F value in PHG, and the top 25 account for 80.9%.
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.