43% buyers of institutions opening or closing positions this quarter
7 more exits than new buyers, ownership rose 2.13 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
43% buyers of institutions opening or closing positions this quarter
66.3% institutional ownership
Ophir Asset Management portfolio allocation
Institutional ownership vs Medical - Care Facilities peers
No Form 4 insider transactions on file
Latest positioning in PNTG across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PNTG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.7M | $82.8M | +0.1% | 7.812% | 0.00% |
| 2 | Turtle Creek Asset Management Inc. | 1.6M | $48.2M | +12075.6% | 4.553% | 1.23% |
| 3 | WASATCH ADVISORS INC | 1.4M | $43.2M | +143.2% | 4.080% | 0.29% |
| 4 | PARADIGM CAPITAL MANAGEMENT INC/NY | 1.4M | $42.9M | -0.3% | 4.052% | 1.64% |
| 5 | FMR LLC | 1.1M | $33.6M | +5.7% | 3.171% | 0.00% |
| 6 | Provident Investment Management, Inc. | 983K | $30.0M | +42.1% | 2.827% | 2.98% |
| 7 | Ophir Asset Management Pty Ltd | 904K | $27.6M | -31.9% | 2.600% | 3.21% |
| 8 | AMERIPRISE FINANCIAL INC | 872K | $26.6M | +16.4% | 2.509% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 842K | $25.7M | +2.7% | 2.422% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 816K | $24.9M | +1.5% | 2.346% | 0.01% |
| 11 | STATE STREET CORP | 804K | $24.5M | +2.4% | 2.312% | 0.00% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 758K | $23.1M | -7.3% | 2.180% | 0.00% |
| 13 | Nuveen, LLC | 695K | $21.2M | -3.8% | 1.999% | 0.01% |
| 14 | RIVERBRIDGE PARTNERS LLC | 661K | $20.1M | -6.2% | 1.901% | 0.49% |
| 15 | GOLDMAN SACHS GROUP INC | 631K | $19.2M | -1.7% | 1.816% | 0.00% |
| 16 | DEUTSCHE BANK AG\ | 539K | $16.4M | -5.1% | 1.551% | 0.01% |
| 17 | MORGAN STANLEY | 532K | $16.2M | +0.8% | 1.531% | 0.00% |
| 18 | De Lisle Partners LLP | 508K | $15.5M | +3.0% | 1.461% | 1.85% |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 440K | $13.4M | +62.9% | 1.266% | 0.01% |
| 20 | First Eagle Investment Management, LLC | 431K | $13.1M | -3.8% | 1.240% | 0.02% |
| 21 | NORTHERN TRUST CORP | 430K | $13.1M | -15.5% | 1.237% | 0.00% |
| 22 | Russell Investments Group, Ltd. | 389K | $11.9M | +1.4% | 1.120% | 0.01% |
| 23 | LOOMIS SAYLES & CO L P | 378K | $11.5M | -3.4% | 1.088% | 0.02% |
| 24 | WCM INVESTMENT MANAGEMENT, LLC | 328K | $9.9M | -50.0% | 0.943% | 0.02% |
| 25 | Eversept Partners, LP | 312K | $9.5M | +6.2% | 0.898% | 0.50% |
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 PNTG — a direct measure of their conviction.
Filings activity in PNTG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new PNTG position in Q1 2026
Institutions that fully closed their PNTG position in Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 178 | 3.8% | 66.27% | +2.13 pp | $781M | +3.3% |
| Q4 2025 | 185 | 1.1% | 64.14% | +5.82 pp | $756M | +10.0% |
| Q3 2025 | 187 | +6.9% | 58.32% | 10.64 pp | $688M | 15% |
| Q2 2025 | 175 | 4.9% | 68.96% | +11.30 pp | $813M | +20% |
| Q1 2025 | 184 | +0.0% | 57.66% | 3.14 pp | $680M | 5.2% |
| Q4 2024 | 184 | +8.2% | 60.80% | 11.41 pp | $717M | 16% |
| Q3 2024 | 170 | +13% | 72.21% | +26.67 pp | $852M | +59% |
| Q2 2024 | 150 | — | 45.54% | — | $537M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for PNTG.
Quick answers to the most common questions about buying PNTG stock.
Based on Q1 2026 13F filings, institutional ownership of The Pennant Group, Inc. stands at 66.3%, held across 178 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PNTG, with approximately 2,716,065 shares worth $0.08B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PNTG.
Our composite Smart Money Score for PNTG is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in PNTG during Q1 2026, while 30 fully exited. 112 added to existing positions and 43 trimmed.
PNTG institutional ownership rose by 2.13 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 49.3% of all reported 13F value in PNTG, and the top 25 account for 79.9%.
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.