Ranked by reported Q1 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. | 4.3M | $865.9M | -1.1% | 15.960% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | $456.7M | — | 8.418% | 0.02% |
| 3 | AMERICAN CENTURY COMPANIES INC | 1.6M | $316.5M | +0.1% | 5.833% | 0.16% |
| 4 | DISCIPLINED GROWTH INVESTORS INC /MN | 1.5M | $302.7M | -6.0% | 5.580% | 6.19% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $242.7M | — | 4.473% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $226.7M | -18.5% | 4.179% | 0.05% |
| 7 | STATE STREET CORP | 1.0M | $212.2M | +1.7% | 3.912% | 0.01% |
| 8 | BNP Paribas Asset Management Holding S.A. | 917K | $185.7M | -8.9% | 3.422% | 0.22% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 680K | $137.8M | +1.1% | 2.539% | 0.01% |
| 10 | EARNEST PARTNERS LLC | 652K | $132.1M | -2.9% | 2.436% | 0.54% |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 589K | $119.3M | +31.8% | 2.198% | 0.40% |
| 12 | ALLIANCEBERNSTEIN L.P. | 630K | $92.6M | +968.8% | 2.351% | 0.03% |
| 13 | MORGAN STANLEY | 428K | $86.7M | -14.8% | 1.598% | 0.01% |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 414K | $83.8M | +18.5% | 1.544% | 0.05% |
| 15 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 390K | $79.0M | -23.3% | 1.456% | 0.57% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 386K | $78.2M | -1.4% | 1.441% | 0.01% |
| 17 | WESTFIELD CAPITAL MANAGEMENT CO LP | 384K | $77.9M | +7294.1% | 1.435% | 0.33% |
| 18 | Nuveen, LLC | 362K | $73.4M | -7.3% | 1.353% | 0.02% |
| 19 | NORTHERN TRUST CORP | 317K | $64.1M | -3.5% | 1.182% | 0.01% |
| 20 | MILLENNIUM MANAGEMENT LLC | 306K | $61.9M | +2500.2% | 1.141% | 0.04% |
| 21 | Boston Trust Walden Corp | 296K | $60.0M | -12.6% | 1.107% | 0.49% |
| 22 | Invesco Ltd. | 268K | $54.3M | +125.9% | 1.001% | 0.01% |
| 23 | GOLDMAN SACHS GROUP INC | 190K | $38.5M | +18.8% | 0.710% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 186K | $37.6M | — | 0.693% | 0.01% |
| 25 | Bank of New York Mellon Corp | 181K | $36.6M | -2.3% | 0.674% | 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 PLXS — a direct measure of their conviction.
Filings activity in PLXS 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 | 372 | +13% | 66.05% | +19.41 pp | $5.22B | +42% |
| Q4 2025 | 330 | +4.1% | 46.64% | +1.79 pp | $3.69B | +4.0% |
| Q3 2025 | 317 | 3.4% | 44.85% | +3.21 pp | $3.54B | +7.7% |
| Q2 2025 | 328 | +2.5% | 41.64% | +2.78 pp | $3.29B | +7.1% |
| Q1 2025 | 320 | +3.6% | 38.86% | 9.30 pp | $3.07B | 19% |
| Q4 2024 | 309 | +12% | 48.16% | +7.57 pp | $3.81B | +19% |
| Q3 2024 | 277 | +9.5% | 40.59% | +9.40 pp | $3.21B | +30% |
| Q2 2024 | 253 | — | 31.19% | — | $2.46B | — |
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 Q1 2026 13F filings, institutional ownership of Plexus Corp. stands at 66.0%, held across 372 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PLXS, with approximately 4,275,264 shares worth $0.87B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PLXS, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for PLXS is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
87 institutions opened new positions in PLXS during Q1 2026, while 45 fully exited. 246 added to existing positions and 38 trimmed.
PLXS institutional ownership rose by 19.41 percentage points quarter-over-quarter, with a net change of +42 holders.
The top 10 institutions account for 59.0% of all reported 13F value in PLXS, and the top 25 account for 79.0%.
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.
Plexus Corp. (PLXS) Institutional Ownership