Putnam Large Cap Value-APEYAX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$38.80avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Putnam Large Cap Value-A (PEYAX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($896K), Oakworth Capital, Inc. ($177K) and Coston, McIsaac & Partners ($42K).
- Company
- Putnam Large Cap Value-A
- CUSIP
- 746745108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $177K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 4,552 shares bought, net +4,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 23,079 | $896K |
| Oakworth Capital, Inc. | 0.01% | New | 4,548 | $177K |
| Coston, McIsaac & Partners | 0.01% | Add +0.4% | 1,093 | $42K |
"% of holder's portfolio" is PEYAX's weight in each manager's 13F, not the share of Putnam Large Cap Value-A the manager owns.