Congress Large Cap Grow-InstCMLIX

13F holders, Q4 2025 (December 31)
2holders
0new positions
0sold out
$49.20avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding Congress Large Cap Grow-Inst (CMLIX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Congress Asset Management Co. ($29.8M) and Jackson Wealth Management, LLC ($762K).

Company
Congress Large Cap Grow-Inst
CUSIP
74316J789
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 17,615 shares bought, net +17,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Congress Asset Management Co. 0.21% Add +2.8% 605,242 $29.8M
Jackson Wealth Management, LLC 0.07% Add +7.2% 15,481 $762K

"% of holder's portfolio" is CMLIX's weight in each manager's 13F, not the share of Congress Large Cap Grow-Inst the manager owns.