Ranked by reported Q2 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. | 3.0M | $109.3M | +8.9% | 8.511% | 0.00% |
| 2 | WASATCH ADVISORS LP | 1.9M | $69.1M | +31.8% | 5.379% | 0.45% |
| 3 | Turtle Creek Asset Management Inc. | 1.7M | $63.3M | +8.3% | 4.931% | 2.47% |
Filings activity in PNTG during Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 200 | +6.4% | 90.31% | +1.60 pp | $1.07B | +25% |
| Q1 2026 | 188 | +1.6% | 88.71% | +0.75 pp | $854M | +13% |
| Q4 2025 | 185 | 1.1% | 87.96% | 1.97 pp | $756M | +10.0% |
| Q3 2025 | 187 | +6.9% | 89.93% | +0.86 pp | $688M | 15% |
| Q2 2025 | 175 | 4.9% | 89.07% | +1.08 pp | $813M | +20% |
| Q1 2025 | 184 | +0.0% |
Quick answers to the most common questions about buying PNTG stock.
Based on Q2 2026 13F filings, institutional ownership of The Pennant Group, Inc. stands at 90.3%, held across 200 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PNTG, with approximately 2,959,141 shares worth $0.11B 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 PNTG.
Our composite Smart Money Score for PNTG is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $54.7M | +2.1% | 4.259% | 0.00% |
| 5 | PARADIGM CAPITAL MANAGEMENT INC/NY | 1.4M | $51.8M | -0.4% | 4.035% | 1.41% |
| 6 | FMR LLC | 1.2M | $43.7M | +7.2% | 3.400% | 0.00% |
| 7 | Provident Investment Management, Inc. | 939K | $34.7M | -4.5% | 2.701% | 3.37% |
| 8 | GOLDMAN SACHS GROUP INC | 891K | $32.9M | +41.2% | 2.564% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 887K | $32.8M | +5.3% | 2.551% | 0.00% |
| 10 | AMERIPRISE FINANCIAL INC | 875K | $32.3M | +0.3% | 2.516% | 0.01% |
| 11 | STATE STREET CORP | 873K | $32.3M | +8.6% | 2.511% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 869K | $32.1M | +6.5% | 2.498% | 0.01% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 758K | $28.0M | -0.0% | 2.179% | 0.00% |
| 14 | Nuveen, LLC | 700K | $25.9M | +0.7% | 2.013% | 0.01% |
| 15 | First Eagle Investment Management, LLC | 571K | $21.1M | +32.4% | 1.641% | 0.02% |
| 16 | MORGAN STANLEY | 545K | $20.1M | +2.4% | 1.567% | 0.00% |
| 17 | BOONE CAPITAL MANAGEMENT LLC | 516K | $19.1M | — | 1.484% | 4.46% |
| 18 | De Lisle Partners LLP | 508K | $18.8M | 0.0% | 1.461% | 2.05% |
| 19 | Eversept Partners, LP | 460K | $17.0M | +47.4% | 1.324% | 0.88% |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 432K | $15.9M | -2.0% | 1.242% | 0.01% |
| 21 | Ophir Asset Management Pty Ltd | 417K | $15.4M | -53.9% | 1.199% | 1.27% |
| 22 | Qube Research & Technologies Ltd | 384K | $14.2M | — | 1.103% | 0.01% |
| 23 | NORTHERN TRUST CORP | 376K | $13.9M | -12.5% | 1.082% | 0.00% |
| 24 | Rhenman & Partners Asset Management AB | 371K | $13.7M | +34.9% | 1.068% | 1.30% |
| 25 | LOOMIS SAYLES & CO L P | 365K | $13.5M | -3.5% | 1.050% | 0.02% |
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.
| 87.99% |
| 0.31 pp |
| $680M |
| 5.2% |
| Q4 2024 | 184 | +8.2% | 88.30% | +3.17 pp | $717M | 16% |
| Q3 2024 | 170 | — | 85.13% | — | $852M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
34 institutions opened new positions in PNTG during Q2 2026, while 23 fully exited. 133 added to existing positions and 29 trimmed.
PNTG institutional ownership rose by 1.60 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 49.1% of all reported 13F value in PNTG, and the top 25 account for 77.2%.
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.
The Pennant Group, Inc. (PNTG) Institutional Ownership