| 0.27% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.2M | $271.4M | +1.6% | 4.525% | 0.01% |
| 5 | STATE STREET CORP | 5.0M | $262.8M | +8.0% | 4.338% | 0.00% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 4.8M | $246.2M | +9.9% | 4.110% | 0.09% |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 3.8M | $199.1M | -2.4% | 3.319% | 0.54% |
| 8 | TWO SIGMA INVESTMENTS, LP | 3.3M | $169.8M | +7.7% | 2.831% | 0.12% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $168.2M | +9.2% | 2.803% | 0.01% |
| 10 | Invesco Ltd. | 3.2M | $166.8M | +27.4% | 2.780% | 0.01% |
| 11 | NORGES BANK | 2.5M | $127.9M | — | 2.133% | 0.01% |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.3M | $120.7M | +31.2% | 2.013% | 0.04% |
| 13 | HITE Hedge Asset Management LLC | 2.1M | $110.6M | -20.7% | 1.844% | 6.06% |
| 14 | MILLENNIUM MANAGEMENT LLC | 2.0M | $102.8M | +8.0% | 1.713% | 0.04% |
| 15 | MORGAN STANLEY | 1.9M | $98.7M | +8.2% | 1.645% | 0.01% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $96.5M | +1.7% | 1.609% | 0.02% |
| 17 | Neuberger Berman Group LLC | 1.8M | $94.8M | +13.6% | 1.580% | 0.03% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.7M | $88.6M | +2.9% | 1.476% | 0.01% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $78.0M | +1.4% | 1.300% | 0.01% |
| 20 | NORTHERN TRUST CORP | 1.5M | $77.5M | +7.0% | 1.292% | 0.01% |
| 21 | Bank of New York Mellon Corp | 1.4M | $70.5M | -3.9% | 1.176% | 0.01% |
| 22 | JPMORGAN CHASE & CO | 1.3M | $70.5M | -14.4% | 1.162% | 0.00% |
| 23 | Nuveen, LLC | 1.2M | $62.4M | +4.1% | 1.039% | 0.01% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 1.2M | $60.8M | +9.2% | 1.013% | 0.03% |
| 25 | FMR LLC | 1.0M | $54.3M | +0.0% | 0.905% | 0.00% |
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 POR — a direct measure of their conviction.
| 98.13% |
| +0.38 pp |
| $4.52B |
| +4.1% |
| Q4 2024 | 439 | +2.8% | 97.75% | 1.76 pp | $4.34B | 8.2% |
| Q3 2024 | 427 | — | 99.51% | — | $4.73B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
46 institutions opened new positions in POR during Q2 2026, while 50 fully exited. 182 added to existing positions and 256 trimmed.
POR institutional ownership rose by 4.41 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 51.0% of all reported 13F value in POR, and the top 25 account for 72.3%.
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.
Portland General Electric Company (POR) Institutional Ownership