Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PLNT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.9M | $736.9M | +0.7% | 12.471% | 0.01% |
| 2 | SRS Investment Management, LLC | 4.9M | $363.5M | +0.2% | 6.151% | 3.84% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $274.0M | — | 4.637% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $268.9M | — | 4.550% | 0.01% |
| 5 | Ninety One UK Ltd | 2.8M | $209.4M | -17.7% | 3.543% | 0.49% |
| 6 | Dorsal Capital Management, LLC | 2.5M | $187.8M | -8.2% | 3.178% | 7.47% |
| 7 | STATE STREET CORP | 2.5M | $186.8M | +1.3% | 3.161% | 0.01% |
| 8 | STEADFAST CAPITAL MANAGEMENT LP | 2.2M | $164.6M | +17.1% | 2.785% | 5.80% |
| 9 | GOLDMAN SACHS GROUP INC | 2.1M | $155.7M | +79.8% | 2.634% | 0.02% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $127.1M | +3.0% | 2.151% | 0.01% |
| 11 | BNP Paribas Asset Management Holding S.A. | 1.5M | $109.9M | +56.3% | 1.860% | 0.13% |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.5M | $108.0M | -0.5% | 1.829% | 0.36% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $92.1M | +1.8% | 1.558% | 0.02% |
| 14 | BAMCO INC /NY/ | 1.2M | $89.3M | +4.3% | 1.511% | 0.27% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 1.2M | $86.1M | +14340.4% | 1.457% | 0.04% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 904K | $67.3M | +3.7% | 1.138% | 0.01% |
| 17 | Point72 Asset Management, L.P. | 837K | $62.3M | -36.9% | 1.054% | 0.09% |
| 18 | BANK OF AMERICA CORP /DE/ | 779K | $58.0M | +7.2% | 0.981% | 0.00% |
| 19 | Bank of New York Mellon Corp | 732K | $54.5M | +1.8% | 0.922% | 0.01% |
| 20 | FMR LLC | 690K | $51.3M | +3496.1% | 0.868% | 0.00% |
| 21 | NORTHERN TRUST CORP | 685K | $50.9M | +1.4% | 0.862% | 0.01% |
| 22 | FEDERATED HERMES, INC. | 652K | $48.5M | -6.9% | 0.821% | 0.08% |
| 23 | TD ASSET MANAGEMENT INC | 646K | $48.0M | +7.9% | 0.813% | 0.04% |
| 24 | Two Creeks Capital Management, LP | 604K | $44.9M | +30.9% | 0.760% | 4.74% |
| 25 | UBS Group AG | 581K | $43.2M | -25.7% | 0.732% | 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 PLNT — a direct measure of their conviction.
Filings activity in PLNT during Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 417 | 1.9% | 128.15% | 71.84 pp | $5.19B | 36% |
| Q4 2025 | 425 | +7.1% | 199.99% | +0.85 pp | $8.13B | +0.7% |
| Q3 2025 | 397 | 1.7% | 199.14% | 0.85 pp | $8.07B | 7.9% |
| Q2 2025 | 404 | +2.3% | 199.99% | +8.82 pp | $8.77B | +13% |
| Q1 2025 | 395 | +5.1% | 191.17% | +0.35 pp | $7.75B | +0.2% |
| Q4 2024 | 376 | +11% | 190.82% | +29.93 pp | $7.73B | +19% |
| Q3 2024 | 338 | +3.0% | 160.89% | +0.10 pp | $6.52B | +0.1% |
| Q2 2024 | 328 | — | 160.79% | — | $6.52B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 12, 2026 | Keating Colleen | Buy | 5K | $49.54 | $248K |
Quick answers to the most common questions about buying PLNT stock.
Based on Q1 2026 13F filings, institutional ownership of Planet Fitness, Inc. stands at 128.2%, held across 417 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PLNT, with approximately 9,907,565 shares worth $0.74B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PLNT, including Point72 Asset Management, L.P..
Our composite Smart Money Score for PLNT is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
83 institutions opened new positions in PLNT during Q1 2026, while 91 fully exited. 62 added to existing positions and 271 trimmed.
PLNT institutional ownership fell by 71.84 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 51.5% of all reported 13F value in PLNT, and the top 25 account for 71.0%.
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.
Planet Fitness, Inc. (PLNT) Institutional Ownership