Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PLXS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.4M | $1.31B | +2.0% | 16.304% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $634.5M | -6.4% | 7.887% | 0.03% |
| 3 | DISCIPLINED GROWTH INVESTORS INC /MN | 1.4M | $433.2M | -3.6% | 5.385% | 7.34% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $362.8M | +0.7% | 4.510% | 0.01% |
| 5 | AMERICAN CENTURY COMPANIES INC | 1.2M | $356.1M | -24.2% | 4.426% | 0.16% |
| 6 | STATE STREET CORP | 1.1M | $329.2M | +4.5% | 4.093% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 833K | $250.4M | -25.6% | 3.113% | 0.05% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 802K | $241.0M | +17.9% | 2.996% | 0.01% |
| 9 | BNP Paribas Asset Management Holding S.A. | 762K | $229.1M | -16.9% | 2.848% | 0.23% |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | 732K | $220.2M | +24.4% | 2.737% | 0.60% |
| 11 | EARNEST PARTNERS LLC | 628K | $188.9M | -3.7% | 2.348% | 0.68% |
| 12 | JPMORGAN CHASE & CO | 446K | $128.6M | +193.5% | 1.666% | 0.01% |
| 13 | ALLIANCEBERNSTEIN L.P. | 573K | $116.1M | -9.0% | 2.142% | 0.04% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 372K | $111.9M | -3.6% | 1.391% | 0.01% |
| 15 | Nuveen, LLC | 368K | $110.8M | +1.6% | 1.377% | 0.03% |
| 16 | MORGAN STANLEY | 349K | $104.9M | -18.5% | 1.303% | 0.01% |
| 17 | NORTHERN TRUST CORP | 328K | $98.5M | +3.4% | 1.224% | 0.01% |
| 18 | WESTFIELD CAPITAL MANAGEMENT CO LP | 322K | $96.8M | -16.3% | 1.203% | 0.32% |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 316K | $94.9M | -23.7% | 1.180% | 0.05% |
| 20 | Invesco Ltd. | 309K | $92.8M | +15.1% | 1.153% | 0.01% |
| 21 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 277K | $83.2M | -29.1% | 1.034% | 0.55% |
| 22 | Cartenna Capital, LP | 265K | $79.7M | +130.4% | 0.990% | 1.90% |
| 23 | BROWN ADVISORY INC | 233K | $70.0M | — | 0.871% | 0.11% |
| 24 | GOLDMAN SACHS GROUP INC | 226K | $68.1M | +19.0% | 0.846% | 0.01% |
| 25 | Boston Trust Walden Corp | 208K | $62.5M | -29.8% | 0.777% | 0.48% |
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 PLXS — a direct measure of their conviction.
Filings activity in PLXS during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new PLXS position in Q2 2026
Institutions that fully closed their PLXS 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 | 448 | +18% | 100.36% | 0.49 pp | $7.65B | +45% |
| Q1 2026 | 380 | +14% | 100.85% | +1.40 pp | $5.28B | +43% |
| Q4 2025 | 332 | +4.1% | 99.45% | +2.48 pp | $3.70B | +4.4% |
| Q3 2025 | 319 | 2.7% | 96.97% | +2.18 pp | $3.54B | +7.7% |
| Q2 2025 | 328 | +2.5% | 94.79% | +0.16 pp | $3.29B | +7.1% |
| Q1 2025 | 320 | +3.6% | 94.63% | 1.84 pp | $3.07B | 19% |
| Q4 2024 | 309 | +12% | 96.47% | +2.18 pp | $3.81B | +19% |
| Q3 2024 | 277 | — | 94.29% | — | $3.21B | — |
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 PLXS stock.
Based on Q2 2026 13F filings, institutional ownership of Plexus Corp. stands at 100.4%, held across 448 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PLXS, with approximately 4,362,360 shares worth $1.31B 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 PLXS.
Our composite Smart Money Score for PLXS is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
100 institutions opened new positions in PLXS during Q2 2026, while 34 fully exited. 303 added to existing positions and 35 trimmed.
PLXS institutional ownership fell by 0.49 percentage points quarter-over-quarter, with a net change of +68 holders.
The top 10 institutions account for 57.1% of all reported 13F value in PLXS, and the top 25 account for 76.8%.
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.
Plexus Corp. (PLXS) Institutional Ownership