Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PPLI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.7M | $356.5M | -2.8% | 10.382% | 0.01% |
| 2 | ARISTEIA CAPITAL, L.L.C. | 6.1M | $281.6M | +3.3% | 8.202% | 3.66% |
| 3 | Helikon Investments Ltd | 5.7M | $260.9M | +60.7% | 7.599% | 7.79% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.4M | $158.9M | -4.1% | 4.628% | 0.01% |
| 5 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 3.1M | $144.6M | -22.1% | 4.210% | 7.54% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | $129.9M | -3.6% | 3.782% | 0.00% |
| 7 | Corvex Management LP | 2.8M | $129.0M | -16.7% | 3.756% | 3.94% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 2.7M | $125.5M | +23.6% | 3.662% | 0.04% |
| 9 | Patient Capital Management, LLC | 2.4M | $112.0M | -10.2% | 3.261% | 3.67% |
| 10 | DAVIS SELECTED ADVISERS | 2.4M | $110.5M | -0.8% | 3.218% | 0.47% |
| 11 | STATE STREET CORP | 2.2M | $99.7M | -4.2% | 2.903% | 0.00% |
| 12 | GOLDMAN SACHS GROUP INC | 1.5M | $67.6M | +195.6% | 1.967% | 0.01% |
| 13 | FOURSIXTHREE CAPITAL LP | 1.3M | $62.0M | +388.7% | 1.804% | 12.78% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $53.2M | -3.5% | 1.550% | 0.00% |
| 15 | Wallace Capital Management Inc. | 1.1M | $52.1M | +0.8% | 1.516% | 5.71% |
| 16 | Boston Partners | 1.1M | $51.3M | +27.3% | 1.494% | 0.05% |
| 17 | MORGAN STANLEY | 929K | $42.9M | +13.8% | 1.248% | 0.00% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 844K | $38.9M | -2.7% | 1.134% | 0.01% |
| 19 | BANK OF MONTREAL /CAN/ | 825K | $38.3M | -59.5% | 1.110% | 0.01% |
| 20 | Allspring Global Investments Holdings, LLC | 731K | $33.6M | +31.9% | 0.983% | 0.05% |
| 21 | BANK OF AMERICA CORP /DE/ | 693K | $32.0M | -16.7% | 0.932% | 0.00% |
| 22 | CITADEL ADVISORS LLC | 666K | $30.8M | +253.3% | 0.896% | 0.00% |
| 23 | JPMORGAN CHASE & CO | 648K | $30.2M | -0.3% | 0.872% | 0.00% |
| 24 | ALLEN HOLDING INC /NY | 601K | $27.7M | 0.0% | 0.808% | 2.74% |
| 25 | STATE OF WISCONSIN INVESTMENT BOARD | 478K | $22.0M | +34.1% | 0.642% | 0.04% |
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 PPLI — a direct measure of their conviction.
Filings activity in PPLI during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new PPLI position in Q2 2026
Institutions that fully closed their PPLI 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 | 343 | +2.4% | 92.94% | 0.55 pp | $3.10B | +13% |
| Q1 2026 | 335 | 4.6% | 93.49% | 0.43 pp | $2.74B | +2.4% |
| Q4 2025 | 351 | +4.5% | 93.92% | +3.59 pp | $2.68B | +16% |
| Q3 2025 | 336 | 0.9% | 90.33% | +1.73 pp | $2.31B | 11% |
| Q2 2025 | 339 | +3.7% | 88.60% | +4.36 pp | $2.59B | 14% |
| Q1 2025 | 327 | 4.4% | 84.24% | +0.42 pp | $3.01B | +5.8% |
| Q4 2024 | 342 | 2.3% | 83.82% | +0.48 pp | $2.84B | 19% |
| Q3 2024 | 350 | — | 83.34% | — | $3.52B | — |
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 PPLI stock.
Based on Q2 2026 13F filings, institutional ownership of People Incorporated stands at 92.9%, held across 343 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PPLI, with approximately 7,722,920 shares worth $0.36B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PPLI, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for PPLI is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
53 institutions opened new positions in PPLI during Q2 2026, while 46 fully exited. 223 added to existing positions and 57 trimmed.
PPLI institutional ownership fell by 0.55 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 58.4% of all reported 13F value in PPLI, and the top 25 account for 80.4%.
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.