PhiniaPHIN

13F holders, Q3 2024 (September 30)
337holders −5
47new positions
53sold out
7famous investors
$46.02avg. 13F price*

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

0100200300400 Q1 2024: 346Q1 2024Q2 2024: 342Q2 2024Q3 2024: 337Q3 2024Q4 2024: 334Q4 2024Q1 2025: 336Q1 2025Q2 2025: 333Q2 2025Q3 2025: 355Q3 2025Q4 2025: 369Q4 2025Q1 2026: 386Q1 2026Q2 2026: 393Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions47$134.0M
Exits53$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.