PhiniaPHIN
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 337 institutions reported holding Phinia Inc. (PHIN) in their 13F filings, down 5 from Q2 2024. 47 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($308.3M), Vanguard Group Inc. ($239.1M) and Millennium Management ($87.0M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and John W. Rogers Jr. (0.1% of Ariel Investments's portfolio).
- Company
- Phinia Inc.
- CUSIP
- 71880K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $134.0M |
| Exits | 53 | $81.1M |
All 13F filers, Q2 2024 → Q3 2024: 7,479,797 shares bought and 5,855,964 shares sold, net +1,623,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 337 holders
| BlackRock, Inc. | 0.01% | — | 6,697,160 | $308.3M |
| Vanguard Group Inc. | 0.00% | Reduce -7.7% | 5,195,379 | $239.1M |
| Millennium Management | 0.08% | Add +464.0% | 1,889,727 | $87.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +36.2% | 1,794,706 | $82.6M |
| State Street Corp. | 0.00% | Reduce -0.6% | 1,788,287 | $82.3M |
| Pacer Advisors, Inc. | 0.18% | New | 1,741,353 | $80.2M |
| First Trust Advisors LP | 0.06% | Add +10.3% | 1,408,244 | $64.8M |
| American Century Companies Inc. | 0.04% | Add +29.1% | 1,303,224 | $60.0M |
| Voss Capital, LP | 4.11% | Add +114.2% | 1,075,000 | $49.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.3% | 1,016,468 | $46.8M |
| Jacobs Levy Equity Management, Inc. | 0.18% | Add +10.4% | 1,016,602 | $46.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +17.4% | 803,223 | $37.0M |
| LSV Asset Management | 0.08% | Add +0.6% | 785,317 | $36.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.0% | 764,253 | $35.2M |
| Morgan Stanley | 0.00% | Reduce -23.8% | 737,561 | $33.9M |
| Norges Bank | 0.00% | Reduce -36.1% | 664,242 | $30.6M |
| Invesco Ltd. | 0.01% | Add +24.4% | 606,880 | $27.9M |
| Medina Value Partners, LLC | 10.48% | Reduce -8.3% | 606,778 | $27.9M |
| Ion Asset Management Ltd. | 1.78% | Reduce -13.7% | 592,684 | $27.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.5% | 555,641 | $25.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.1% | 484,127 | $22.3M |
| Northern Trust Corp. | 0.00% | Add +61.7% | 447,492 | $20.6M |
| Bridgeway Capital Management, LLC | 0.43% | New | 427,196 | $19.7M |
| Boston Partners | 0.02% | Reduce -5.3% | 409,703 | $18.8M |
| Advisory Research Inc. | 3.03% | Add +19.1% | 370,450 | $17.1M |
| Wellington Management Group LLP | 0.00% | Add +1.1% | 333,395 | $15.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.7% | 299,718 | $13.8M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -0.8% | 280,785 | $12.9M |
| Engine Capital Management, LP | 2.16% | No change | 270,622 | $12.5M |
| Covalis Capital LLP | 1.73% | Reduce -39.5% | 251,360 | $11.6M |
| Banyan Capital Management, Inc. | 6.45% | Reduce -0.9% | 241,796 | $11.1M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -16.0% | 235,200 | $10.8M |
| Empowered Funds, LLC | 0.17% | New | 228,196 | $10.5M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 227,742 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Add +22.7% | 220,542 | $10.2M |
| Citigroup Inc. | 0.01% | Reduce -4.8% | 187,982 | $8.7M |
| Victory Capital Management Inc. | 0.01% | Add +27.5% | 187,294 | $8.6M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -48.8% | 186,259 | $8.6M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -47.7% | 177,178 | $8.2M |
| Kestrel Investment Management Corp. | 4.68% | Add +6.3% | 179,200 | $8.1M |
| Foundry Partners, LLC | 0.39% | New | 171,864 | $7.9M |
| Peregrine Capital Management LLC | 0.23% | Reduce -30.6% | 168,718 | $7.8M |
| Gotham Asset Management | 0.07% | Add +2.8% | 145,663 | $6.7M |
| Ariel Investments | 0.07% | Reduce -1.1% | 142,897 | $6.6M |
| Atom Investors LP | 0.69% | Add +71.6% | 142,612 | $6.6M |
| Rhumbline Advisers | 0.01% | Reduce -6.3% | 140,344 | $6.5M |
| Ballast Asset Management, LP | 3.30% | Reduce -1.4% | 140,269 | $6.5M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 132,680 | $6.1M |
| Sei Investments Co. | 0.01% | Reduce -11.9% | 129,301 | $6.0M |
| Ancora Advisors LLC | 0.13% | Reduce -29.6% | 127,700 | $5.9M |
| WINTON GROUP Ltd | 0.41% | Reduce -13.8% | 127,621 | $5.9M |
| Allianz Asset Management GmbH | 0.01% | Add +73.1% | 124,753 | $5.7M |
| Legal & General Group Plc | 0.00% | Reduce -4.0% | 124,522 | $5.7M |
| Assenagon Asset Management S.A. | 0.01% | Add +334.4% | 123,571 | $5.7M |
| Storebrand Asset Management As | 0.02% | Reduce -76.1% | 118,199 | $5.4M |
| Teacher Retirement System of Texas | 0.02% | Add +285.1% | 104,910 | $4.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.6% | 102,312 | $4.7M |
| Federated Hermes, Inc. | 0.01% | Add +121.0% | 96,245 | $4.4M |
| Public Sector Pension Investment Board | 0.02% | Reduce -7.8% | 92,706 | $4.3M |
| Swiss National Bank | 0.00% | Reduce -1.8% | 89,216 | $4.1M |
| FMR LLC | 0.00% | Add +7.2% | 86,817 | $4.0M |
| Alps Advisors Inc. | 0.02% | New | 80,943 | $3.7M |
| Alaska Permanent Fund Corp | 0.05% | No change | 77,733 | $3.6M |
| UBS Group AG | 0.00% | Add +51.6% | 72,924 | $3.4M |
| Barclays PLC | 0.00% | Add +336.2% | 72,805 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +573.5% | 72,320 | $3.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.7% | 71,541 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.7% | 71,429 | $3.3M |
| Hudson Bay Capital Management LP | 0.03% | Reduce -61.1% | 70,000 | $3.2M |
| HITE Hedge Asset Management LLC | 0.37% | Add +140.6% | 69,257 | $3.2M |
| GAMCO Investors | 0.03% | Reduce -0.7% | 69,200 | $3.2M |
| Gabelli Funds LLC | 0.02% | Add +0.7% | 68,000 | $3.1M |
| Swedbank AB | 0.00% | Add +161.2% | 66,752 | $3.1M |
| Nomura Holdings Inc. | 0.02% | Add +4.0% | 65,698 | $3.0M |
| Squarepoint Ops LLC | 0.01% | Add +279.6% | 65,318 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -46.6% | 58,518 | $2.7M |
| ING Groep NV | 0.02% | Reduce -50.9% | 58,000 | $2.7M |
| Hancock Whitney Corp. | 0.08% | Add +122.0% | 56,088 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -12.5% | 53,400 | $2.5M |
| Wittenberg Investment Management, Inc. | 0.78% | No change | 52,107 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +161.2% | 51,251 | $2.4M |
| ABS Direct Equity Fund LLC | 2.56% | Add +12400.0% | 50,000 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Add +48.6% | 49,333 | $2.3M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Reduce -10.7% | 47,659 | $2.2M |
| Quantedge Capital Pte Ltd | 0.63% | Add +8.3% | 45,800 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -10.2% | 45,452 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 44,559 | $2.1M |
| Steigerwald, Gordon & Koch Inc. | 0.22% | Reduce -1.4% | 44,410 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -4.6% | 43,051 | $2.0M |
| Holocene Advisors, LP | 0.01% | Reduce -18.0% | 43,006 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.9% | 40,597 | $1.9M |
| Engineers Gate Manager LP | 0.04% | Reduce -68.2% | 40,583 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +352.8% | 38,474 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -0.1% | 38,136 | $1.8M |
| Villanova Investment Management Co LLC | 1.76% | Reduce -19.3% | 35,727 | $1.6M |
| Easterly Investment Partners LLC | 0.13% | No change | 34,790 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.6% | 34,300 | $1.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 33,363 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -71.4% | 32,782 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -48.8% | 31,200 | $1.4M |
| Algert Global LLC | 0.04% | Reduce -42.2% | 29,592 | $1.4M |
| Vest Financial, LLC | 0.03% | Add +6.4% | 29,447 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -3.4% | 27,679 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Add +0.0% | 27,109 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +27.9% | 26,519 | $1.2M |
| ClariVest Asset Management LLC | 0.12% | No change | 30,835 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -8.2% | 24,970 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -5.4% | 24,937 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.1% | 24,926 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +115.3% | 24,790 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +113.7% | 24,516 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.7% | 23,773 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 23,762 | $1.1M |
| Segall Bryant & Hamill, LLC | 0.01% | New | 23,320 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -29.6% | 22,580 | $1.0M |
| FORA Capital, LLC | 0.12% | Add +92.8% | 21,402 | $985K |
| Janus Henderson Group PLC | 0.00% | No change | 21,400 | $985K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -8.3% | 21,100 | $971K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,906 | $916K |
| Mariner, LLC | 0.00% | Add +1.7% | 19,494 | $898K |
| SummerHaven Investment Management, LLC | 0.52% | New | 18,653 | $859K |
| Ritholtz Wealth Management | 0.03% | New | 18,604 | $856K |
| STRS Ohio | 0.00% | Reduce -8.2% | 17,900 | $824K |
| Tocqueville Asset Management L.P. | 0.01% | Add +11.5% | 17,884 | $823K |
| Dynamic Technology Lab Private Ltd | 0.09% | Reduce -27.1% | 17,794 | $819K |
| Comerica Bank | 0.00% | Reduce -8.3% | 17,164 | $790K |
| Yousif Capital Management, LLC | 0.01% | Reduce -7.7% | 16,896 | $778K |
| CWA Asset Management Group, LLC | 0.04% | — | 16,843 | $775K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.6% | 16,791 | $773K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,527 | $761K |
| Royce & Associates LP | 0.01% | New | 15,109 | $695K |
| Guggenheim Capital LLC | 0.00% | Add +94.1% | 15,055 | $693K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -7.4% | 14,750 | $679K |
| New York State Common Retirement Fund | 0.00% | Reduce -48.1% | 14,697 | $677K |
| Quantinno Capital Management LP | 0.01% | Add +2.4% | 14,637 | $674K |
| Franklin Resources Inc. | 0.00% | Reduce -2.5% | 14,568 | $666K |
| Long Road Investment Counsel, LLC | 0.26% | Add +11.0% | 14,326 | $659K |
| LPL Financial LLC | 0.00% | New | 14,069 | $648K |
| Commerce Bank | 0.00% | No change | 13,465 | $620K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,333 | $614K |
| Fractal Investments LLC | 0.10% | No change | 13,200 | $608K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 13,154 | $605K |
| AQR Capital Management | 0.00% | Reduce -29.9% | 13,054 | $601K |
| Systematic Financial Management LP | 0.02% | New | 13,017 | $599K |
| Amalgamated Bank | 0.00% | Reduce -8.4% | 12,828 | $590K |
| Macquarie Group Ltd. | 0.00% | No change | 12,806 | $589K |
| Searle & Co. | 0.14% | No change | 12,500 | $575K |
| Flputnam Investment Management Co. | 0.01% | Add +0.7% | 12,142 | $559K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +8.6% | 11,875 | $547K |
| Twinbeech Capital LP | 0.01% | Reduce -87.0% | 11,856 | $546K |
| Royal Bank of Canada | 0.00% | Reduce -83.2% | 11,834 | $545K |
| Two Sigma Advisers, LP | 0.00% | Add +21.6% | 11,800 | $543K |
| Chesapeake Capital Corp. | 0.49% | New | 11,442 | $538K |
| Brevan Howard Capital Management LP | 0.03% | New | 11,606 | $534K |
| Bank of Montreal | 0.00% | Reduce -5.1% | 11,321 | $532K |
| Tidal Investments LLC | 0.01% | New | 11,442 | $527K |
| Seven Eight Capital, LP | 0.05% | Reduce -62.1% | 11,234 | $517K |
| Yorktown Management & Research Co Inc | 0.49% | No change | 10,470 | $482K |
| Natixis Advisors, LLC | 0.00% | Add +0.8% | 10,413 | $479K |
| Captrust Financial Advisors | 0.00% | Reduce -10.0% | 10,293 | $474K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -7.3% | 10,277 | $473K |
| Sterling Capital Management LLC | 0.01% | — | 10,237 | $471K |
| Old North State Wealth Management, LLC | 0.25% | Add +4.9% | 9,589 | $442K |
| CHICAGO TRUST Co NA | 0.08% | Add +8.1% | 9,539 | $439K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -5.2% | 9,336 | $430K |
| Cambria Investment Management, L.P. | 0.03% | New | 9,078 | $418K |
| ProShare Advisors LLC | 0.00% | New | 9,065 | $417K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 9,039 | $416K |
| Lazard Asset Management LLC | 0.00% | Add +322.8% | 8,920 | $410K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,868 | $408K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.0% | 8,783 | $404K |
| Corient Private Wealth LP | 0.00% | Add +25.5% | 8,589 | $395K |
| Intech Investment Management LLC | 0.00% | New | 8,483 | $390K |
| AXA S.A. | 0.00% | No change | 8,059 | $371K |
| SG Americas Securities, LLC | 0.00% | Reduce -92.0% | 8,021 | $369K |
| Mercer Global Advisors Inc. | 0.00% | Add +41.8% | 7,916 | $361K |
| GYL Financial Synergies, LLC | 0.03% | Reduce -10.2% | 7,816 | $360K |
| QRG Capital Management, Inc. | 0.00% | New | 7,442 | $343K |
| State of Wyoming | 0.05% | Add +17.7% | 7,395 | $340K |
| Cerity Partners LLC | 0.00% | New | 6,675 | $307K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -1.5% | 6,587 | $303K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.5% | 6,570 | $302K |
| Verition Fund Management LLC | 0.00% | New | 6,545 | $301K |
| Envestnet Asset Management Inc. | 0.00% | New | 6,497 | $299K |
| HSBC Holdings PLC | 0.00% | New | 6,365 | $294K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 6,358 | $293K |
| Weiss Asset Management LP | 0.01% | Reduce -98.5% | 6,240 | $287K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +14.1% | 5,920 | $272K |
| Cornercap Investment Counsel Inc. | 0.08% | Reduce -54.6% | 5,902 | $272K |
| Prelude Capital Management, LLC | 0.02% | Reduce -35.8% | 5,847 | $269K |
| Paloma Partners Management Co | 0.02% | New | 5,615 | $258K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.1% | 5,572 | $256K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -64.0% | 4,654 | $256K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.5% | 5,518 | $254K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,290 | $243K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,213 | $240K |
| Marshall Wace, LLP | 0.00% | Reduce -76.3% | 5,200 | $239K |
| Shelton Capital Management | 0.01% | Reduce -2.3% | 5,178 | $238K |
| Aristeia Capital, L.L.C. | 0.01% | New | 5,097 | $235K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,040 | $232K |
| Neuberger Berman Group LLC | 0.00% | New | 5,016 | $231K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -15.6% | 4,992 | $230K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -4.3% | 4,863 | $224K |
| Panagora Asset Management Inc. | 0.00% | New | 4,605 | $212K |
| Quent Capital, LLC | 0.02% | Reduce -14.9% | 4,493 | $207K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,450 | $205K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,427 | $204K |
| Creative Planning | 0.00% | New | 4,403 | $203K |
| Investors Research Corp | 0.04% | Reduce -9.3% | 4,237 | $195K |
| Catalyst Funds Management Pty Ltd | 0.04% | New | 4,200 | $193K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.4% | 3,690 | $170K |
| Turtle Creek Asset Management Inc. | 0.00% | Reduce -47.5% | 2,100 | $97K |
| Rothschild Investment LLC | 0.01% | Add +2.7% | 1,725 | $79K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 1,600 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.2% | 1,518 | $70K |
| KBC Group NV | 0.00% | Add +49.4% | 1,495 | $69K |
| GAMMA Investing LLC | 0.01% | Add +23.9% | 1,403 | $65K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.0% | 1,252 | $58K |
| Cwm, LLC | 0.00% | Reduce -4.0% | 1,131 | $52K |
| Castleark Management LLC | 0.00% | No change | 1,114 | $51K |
| Oakworth Capital, Inc. | 0.00% | Reduce -3.1% | 1,107 | $51K |
| Bessemer Group Inc. | 0.00% | Add +6.6% | 954 | $45K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 890 | $41K |
| Whittier Trust Co. | 0.00% | No change | 890 | $41K |
| IFP Advisors, Inc | 0.00% | Reduce -87.0% | 719 | $33K |
| Fifth Third Bancorp | 0.00% | Add +4.7% | 652 | $30K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.6% | 643 | $30K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -1.2% | 559 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 538 | $25K |
| Signaturefd, LLC | 0.00% | No change | 402 | $19K |
| Montag A & Associates Inc. | 0.00% | No change | 380 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 371 | $17K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.5% | 338 | $16K |
| Colonial Trust Advisors | 0.00% | Reduce -4.3% | 335 | $15K |
| Covestor Ltd | 0.01% | Add +345.7% | 312 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +39.1% | 324 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 322 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 303 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +77.2% | 280 | $13K |
| Truvestments Capital LLC | 0.00% | New | 280 | $13K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -72.3% | 280 | $13K |
| UMB Bank, n.a. | 0.00% | Add +26.5% | 239 | $11K |
| Capital Analysts, LLC | 0.00% | No change | 239 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +90.8% | 227 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 217 | $10K |
| Olistico Wealth, LLC | 0.01% | No change | 212 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 201 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -22.2% | 200 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 203 | $9K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 185 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +20.5% | 182 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 172 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 169 | $8K |
| Mather Group, Llc. | 0.00% | Add +0.6% | 168 | $8K |
| Brooklyn Investment Group | 0.00% | New | 160 | $7K |
| Lindbrook Capital, LLC | 0.00% | Add +8.8% | 160 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 145 | $7K |
| CENTRAL TRUST Co | 0.00% | No change | 144 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 144 | $7K |
| Allworth Financial LP | 0.00% | Reduce -21.2% | 141 | $7K |
| Dynamic Wealth Strategies, LLC | 0.00% | Reduce -39.6% | 122 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 129 | $6K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -97.3% | 129 | $6K |
| Johnson Financial Group, Inc. | 0.00% | No change | 112 | $5K |
| TD Private Client Wealth LLC | 0.00% | No change | 104 | $5K |
| Blue Trust, Inc. | 0.00% | Add +36.8% | 119 | $5K |
| Cromwell Holdings LLC | 0.00% | No change | 98 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +3.5% | 88 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +65.5% | 91 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 86 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 85 | $4K |
| HM Payson & Co. | 0.00% | Add +3.8% | 83 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 82 | $4K |
| Riverview Trust Co | 0.00% | No change | 75 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 73 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 70 | $3K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 67 | $3K |
| Optimum Investment Advisors | 0.00% | No change | 65 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 60 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 60 | $3K |
| First Horizon Advisors, Inc. | 0.00% | New | 59 | $3K |
| MCF Advisors LLC | 0.00% | No change | 56 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -15.9% | 53 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 53 | $2K |
| Grove Bank & Trust | 0.00% | No change | 51 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -25.4% | 50 | $2K |
| Aspire Private Capital, LLC | 0.00% | No change | 49 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | New | 46 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 44 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 40 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $2K |
| Peterson Financial Group, Inc. | 0.01% | New | 34 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -13.5% | 32 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 31 | $1K |
| Talon Private Wealth, LLC | 0.00% | — | 31 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 30 | $1K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 26 | $1K |
| Hemington Wealth Management | 0.00% | New | 29 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 23 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +133.3% | 21 | $967 |
| Continuum Advisory, LLC | 0.00% | Reduce -33.3% | 18 | $938 |
| Principal Securities, Inc. | 0.00% | Add +81.8% | 20 | $921 |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 19 | $875 |
| Westside Investment Management, Inc. | 0.00% | Reduce -73.5% | 18 | $829 |
| Fortitude Family Office, LLC | 0.00% | No change | 17 | $783 |
| Ashton Thomas Securities, LLC | 0.00% | New | 17 | $783 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $783 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 17 | $783 |
| Sachetta, LLC | 0.00% | No change | 14 | $646 |
| Arax Advisory Partners | 0.00% | No change | 13 | $599 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 12 | $553 |
| Red Tortoise LLC | 0.00% | No change | 12 | $552 |
| Key Financial Inc | 0.00% | No change | 10 | $460 |
| Avior Wealth Management, LLC | 0.00% | No change | 10 | $460 |
| Proffitt & Goodson Inc. | 0.00% | No change | 9 | $415 |
| Abound Wealth Management | 0.00% | Add +14.3% | 8 | $369 |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $369 |
| Manchester Capital Management LLC | 0.00% | Add +166.7% | 8 | $369 |
| Huntington National Bank | 0.00% | No change | 8 | $368 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $323 |
| WR Wealth Planners, LLC | 0.00% | New | 7 | $322 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 7 | $322 |
| LRI Investments, LLC | 0.00% | No change | 6 | $313 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 5 | $235 |
| Mendota Financial Group, LLC | 0.00% | New | 5 | $231 |
| Baldwin Wealth Partners LLC | 0.00% | New | 5 | $230 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $230 |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $217 |
| Birchbrook, Inc. | 0.00% | No change | 4 | $192 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $185 |
| Raleigh Capital Management Inc. | 0.00% | No change | 4 | $184 |
| Pineridge Advisors LLC | 0.00% | No change | 3 | $138 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 3 | $138 |
| Frazier Financial Advisors, LLC | 0.00% | New | 2 | $93 |
| Valued Wealth Advisors LLC | 0.00% | No change | 1 | $47 |
| Brown Brothers Harriman & Co. | 0.00% | New | 1 | $46 |
| PrairieView Partners, LLC | 0.00% | No change | 12 | $0 |
"% of holder's portfolio" is PHIN's weight in each manager's 13F, not the share of Phinia Inc. the manager owns.