Polaris Inc. (PII) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership decreased this quarter (-6.91 pp), while top 10 holders maintain a highly concentrated 50.0% of value.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PII held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.3M | $501.4M | +3.8% | 12.874% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $198.0M | +3.8% | 5.084% | 0.01% |
| 3 | STATE STREET CORP | 2.7M | $184.3M | +4.7% | 4.732% | 0.00% |
| 4 | AQR CAPITAL MANAGEMENT LLC | 2.6M | $175.6M | +18.0% | 4.510% | 0.06% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $166.6M | +1.1% | 4.278% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 2.0M | $138.1M | +2.3% | 3.545% | 0.06% |
| 7 | Capital World Investors | 1.6M | $110.1M | -58.7% | 2.828% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $98.9M | +2.5% | 2.538% | 0.01% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $91.7M | -13.3% | 2.355% | 0.02% |
| 10 | CANADA PENSION PLAN INVESTMENT BOARD | 1.1M | $77.8M | -5.3% | 1.998% | 0.04% |
| 11 | BALYASNY ASSET MANAGEMENT L.P. | 1.1M | $73.9M | — | 1.897% | 0.09% |
| 12 | Auto-Owners Insurance Co | 1.0M | $70.8M | 0.0% | 1.819% | 1.60% |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.0M | $69.8M | +56.3% | 1.793% | 0.25% |
| 14 | MORGAN STANLEY | 1.0M | $69.8M | -41.2% | 1.792% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 1.0M | $69.3M | -47.5% | 1.780% | 0.01% |
| 16 | AMERIPRISE FINANCIAL INC | 867K | $59.3M | -2.7% | 1.523% | 0.01% |
| 17 | UBS Group AG | 800K | $54.8M | -26.5% | 1.406% | 0.01% |
| 18 | NORTHERN TRUST CORP | 714K | $48.9M | +4.4% | 1.255% | 0.01% |
| 19 | Quantinno Capital Management LP | 696K | $47.6M | +89.5% | 1.223% | 0.06% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 655K | $44.9M | -2.7% | 1.152% | 0.01% |
| 21 | Gotham Asset Management, LLC | 651K | $44.5M | -7.8% | 1.143% | 0.10% |
| 22 | TWO SIGMA INVESTMENTS, LP | 649K | $44.4M | -2.8% | 1.141% | 0.03% |
| 23 | Bank of New York Mellon Corp | 640K | $43.8M | -2.6% | 1.124% | 0.01% |
| 24 | Invesco Ltd. | 629K | $43.1M | -3.0% | 1.106% | 0.00% |
| 25 | ProShare Advisors LLC | 533K | $36.5M | +9.0% | 0.937% | 0.05% |
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 PII — a direct measure of their conviction.
Filings activity in PII during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new PII position in Q2 2026
Institutions that fully closed their PII position in Q2 2026
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 | 482 | +8.3% | 91.60% | 6.91 pp | $3.48B | +17% |
| Q1 2026 | 445 | 3.1% | 98.51% | 4.14 pp | $2.99B | 17% |
| Q4 2025 | 459 | +8.3% | 102.65% | +1.43 pp | $3.61B | +11% |
| Q3 2025 | 424 | +5.0% | 101.22% | 47.54 pp | $3.26B | 4.2% |
| Q2 2025 | 404 | +6.0% | 148.76% | +53.47 pp | $3.40B | +69% |
| Q1 2025 | 381 | 9.3% | 95.29% | +7.67 pp | $2.01B | 30% |
| Q4 2024 | 420 | 0.5% | 87.62% | +5.37 pp | $2.85B | 19% |
| Q3 2024 | 422 | — | 82.25% | — | $3.51B | — |
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 PII stock.
Based on Q2 2026 13F filings, institutional ownership of Polaris Inc. stands at 91.6%, held across 482 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PII, with approximately 7,325,540 shares worth $0.50B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PII, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for PII is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
84 institutions opened new positions in PII during Q2 2026, while 52 fully exited. 326 added to existing positions and 61 trimmed.
PII institutional ownership fell by 6.91 percentage points quarter-over-quarter, with a net change of +37 holders.
The top 10 institutions account for 50.0% of all reported 13F value in PII, and the top 25 account for 73.6%.
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.