Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PRG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.2M | $178.7M | +1.5% | 15.544% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $70.8M | — | 6.163% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $48.0M | — | 4.177% | 0.00% |
| 4 | STATE STREET CORP | 1.7M | $47.9M | -0.6% | 4.165% | 0.00% |
| 5 | Allianz Asset Management GmbH | 1.4M | $39.2M | -2.4% | 3.413% | 0.04% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $36.0M | -1.1% | 3.134% | 0.01% |
| 7 | FMR LLC | 1.2M | $33.2M | -15.7% | 2.889% | 0.00% |
| 8 | GOLDMAN SACHS GROUP INC | 1.1M | $31.6M | -39.5% | 2.753% | 0.00% |
| 9 | BREACH INLET CAPITAL MANAGEMENT, LLC | 1.0M | $28.9M | +32.0% | 2.514% | 9.49% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 968K | $27.8M | -14.5% | 2.417% | 0.00% |
| 11 | Azora Capital LP | 967K | $27.7M | — | 2.413% | 1.82% |
| 12 | MORGAN STANLEY | 923K | $26.5M | -19.2% | 2.304% | 0.00% |
| 13 | AMERICAN CENTURY COMPANIES INC | 909K | $26.1M | +103.3% | 2.269% | 0.01% |
| 14 | FIRST TRUST ADVISORS LP | 840K | $24.1M | +588.0% | 2.097% | 0.02% |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 785K | $22.5M | +1.0% | 1.960% | 0.09% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 722K | $20.7M | -3.5% | 1.802% | 0.00% |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 620K | $17.8M | -3.7% | 1.547% | 0.00% |
| 18 | Bank of New York Mellon Corp | 613K | $17.6M | +30.0% | 1.529% | 0.00% |
| 19 | PALISADE CAPITAL MANAGEMENT LLC/NJ | 609K | $17.5M | -6.5% | 1.520% | 0.58% |
| 20 | Vulcan Value Partners, LLC | 566K | $16.2M | -5.5% | 1.413% | 0.43% |
| 21 | D. E. Shaw & Co., Inc. | 557K | $16.0M | -27.9% | 1.391% | 0.02% |
| 22 | NORTHERN TRUST CORP | 500K | $14.4M | +3.1% | 1.249% | 0.00% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 482K | $13.8M | -3.8% | 1.204% | 0.01% |
| 24 | MARSHALL WACE, LLP | 328K | $9.4M | — | 0.819% | 0.01% |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 327K | $9.4M | +9.2% | 0.817% | 0.19% |
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 PRG — a direct measure of their conviction.
Filings activity in PRG during Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 267 | 2.6% | 71.41% | 3.00 pp | $1.10B | 4.0% |
| Q4 2025 | 274 | +2.6% | 74.41% | 5.13 pp | $1.15B | 6.5% |
| Q3 2025 | 267 | +9.0% | 79.54% | +9.75 pp | $1.23B | +14% |
| Q2 2025 | 245 | 0.8% | 69.79% | +4.09 pp | $1.08B | +6.2% |
| Q1 2025 | 247 | 6.1% | 65.70% | 41.28 pp | $1.01B | 39% |
| Q4 2024 | 263 | 0.4% | 106.98% | 12.46 pp | $1.65B | 10% |
| Q3 2024 | 264 | +8.2% | 119.44% | +35.39 pp | $1.84B | +42% |
| Q2 2024 | 244 | — | 84.05% | — | $1.30B | — |
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 PRG stock.
Based on Q1 2026 13F filings, institutional ownership of PROG Holdings, Inc. stands at 71.4%, held across 267 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PRG, with approximately 6,227,800 shares worth $0.18B 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 PRG.
Our composite Smart Money Score for PRG is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in PRG during Q1 2026, while 50 fully exited. 89 added to existing positions and 130 trimmed.
PRG institutional ownership fell by 3.00 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 49.2% of all reported 13F value in PRG, and the top 25 account for 74.6%.
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.
PROG Holdings, Inc. (PRG) Institutional Ownership