| 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.
| 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.
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.
People Incorporated (PPLI) Institutional Ownership