Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PRI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.1M | $769.4M | -3.0% | 9.783% | 2.26% |
| 2 | BlackRock, Inc. | 3.0M | $750.1M | +1.4% | 9.538% | 0.01% |
| 3 | FMR LLC | 2.8M | $708.2M | -1.2% | 9.005% | 0.04% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $458.8M | — | 5.833% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $358.9M | — | 4.564% | 0.01% |
| 6 | BANK OF MONTREAL /CAN/ | 1.3M | $315.0M | -4.1% | 4.005% | 0.12% |
| 7 | STATE STREET CORP | 1.0M | $251.3M | -0.1% | 3.196% | 0.01% |
| 8 | Brave Warrior Advisors, LLC | 879K | $220.3M | +12.7% | 2.801% | 5.45% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 870K | $218.0M | +9.7% | 2.772% | 0.01% |
| 10 | BAMCO INC /NY/ | 860K | $215.4M | -24.1% | 2.739% | 0.65% |
| 11 | FIDUCIARY MANAGEMENT INC /WI/ | 692K | $173.3M | +13.2% | 2.204% | 2.15% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 651K | $162.9M | +1.2% | 2.072% | 0.03% |
| 13 | FIRST TRUST ADVISORS LP | 529K | $132.6M | +4.7% | 1.685% | 0.09% |
| 14 | LYRICAL ASSET MANAGEMENT LP | 506K | $126.8M | -6.5% | 1.612% | 1.93% |
| 15 | AGF MANAGEMENT LTD | 431K | $107.9M | +2.4% | 1.372% | 0.48% |
| 16 | Invesco Ltd. | 358K | $89.6M | -0.0% | 1.139% | 0.01% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 327K | $81.8M | +3.0% | 1.040% | 0.01% |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | 319K | $80.0M | +12.1% | 1.017% | 0.27% |
| 19 | Bank of New York Mellon Corp | 314K | $78.7M | +0.8% | 1.000% | 0.01% |
| 20 | NORTHERN TRUST CORP | 292K | $73.2M | +2.0% | 0.931% | 0.01% |
| 21 | WELLS FARGO & COMPANY/MN | 280K | $70.2M | -6.0% | 0.892% | 0.02% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 265K | $66.1M | +19.3% | 0.843% | 0.03% |
| 23 | Quantum Capital Management, LLC / NJ | 251K | $62.8M | -1.1% | 0.799% | 8.04% |
| 24 | Life Cycle Investment Partners Ltd | 245K | $61.4M | +55.6% | 0.781% | 0.39% |
| 25 | MORGAN STANLEY | 215K | $53.8M | -4.1% | 0.684% | 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 PRI — a direct measure of their conviction.
Filings activity in PRI 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 | 491 | 1.6% | 81.18% | 3.60 pp | $7.19B | 4.2% |
| Q4 2025 | 499 | +2.7% | 84.78% | 6.24 pp | $7.51B | 6.9% |
| Q3 2025 | 486 | 4.0% | 91.02% | +0.16 pp | $8.06B | +0.2% |
| Q2 2025 | 506 | +2.0% | 90.86% | 4.31 pp | $8.04B | 4.5% |
| Q1 2025 | 496 | +3.8% | 95.17% | +5.50 pp | $8.43B | +6.1% |
| Q4 2024 | 478 | +10% | 89.67% | 3.49 pp | $7.94B | 3.8% |
| Q3 2024 | 434 | +9.0% | 93.16% | +11.47 pp | $8.25B | +14% |
| Q2 2024 | 398 | — | 81.69% | — | $7.23B | — |
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 PRI stock.
Based on Q1 2026 13F filings, institutional ownership of Primerica, Inc. stands at 81.2%, held across 491 reporting institutions.
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of PRI, with approximately 3,071,590 shares worth $0.77B 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 PRI.
Our composite Smart Money Score for PRI is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
59 institutions opened new positions in PRI during Q1 2026, while 67 fully exited. 142 added to existing positions and 285 trimmed.
PRI institutional ownership fell by 3.60 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 59.3% of all reported 13F value in PRI, and the top 25 account for 79.1%.
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.
Primerica, Inc. (PRI) Institutional Ownership