PhiniaPHIN

13F holders, Q4 2024 (December 31)
334holders −3
30new positions
42sold out
9famous investors
$48.17avg. 13F price*

At the end of Q4 2024, 334 institutions reported holding Phinia Inc. (PHIN) in their 13F filings, down 3 from Q3 2024. 30 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($318.5M), Vanguard Group Inc. ($239.9M) and Millennium Management ($116.8M). 9 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions30$35.6M
Exits42$155.9M

All 13F filers, Q3 2024 → Q4 2024: 3,704,735 shares bought and 4,729,521 shares sold, net −1,024,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 334 holders

BlackRock, Inc. 0.01% Reduce -1.3% 6,612,329 $318.5M
Vanguard Group Inc. 0.00% Reduce -4.1% 4,981,021 $239.9M
Millennium Management 0.10% Add +28.3% 2,424,949 $116.8M
Dimensional Fund Advisors LP 0.02% Add +14.1% 2,048,051 $98.7M
First Trust Advisors LP 0.08% Add +32.6% 1,866,894 $89.9M
State Street Corp. 0.00% Reduce -0.6% 1,778,390 $85.7M
Voss Capital, LP 5.07% Add +31.8% 1,417,081 $68.3M
American Century Companies Inc. 0.04% Add +8.5% 1,414,155 $68.1M
Jacobs Levy Equity Management, Inc. 0.17% Reduce -3.5% 981,266 $47.3M
Geode Capital Management, LLC 0.00% Reduce -3.7% 978,838 $47.2M
Goldman Sachs Group Inc. 0.01% Add +14.3% 918,302 $44.2M
LSV Asset Management 0.09% Add +6.0% 832,236 $40.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.2% 763,037 $36.8M
Morgan Stanley 0.00% Reduce -2.7% 717,373 $34.6M
Ion Asset Management Ltd. 1.85% Add +7.8% 639,000 $30.8M
JPMorgan Chase & Co. 0.00% Add +1.1% 561,644 $27.1M
Invesco Ltd. 0.00% Reduce -12.8% 528,885 $25.5M
Northern Trust Corp. 0.00% Add +10.8% 496,063 $23.9M
Bridgeway Capital Management, LLC 0.49% Add +5.8% 451,921 $21.8M
Advisory Research Inc. 3.32% Add +12.1% 415,140 $20.0M
Bank of New York Mellon Corp 0.00% Reduce -16.7% 403,494 $19.4M
Medina Value Partners, LLC 7.64% Reduce -36.2% 386,959 $18.6M
Wellington Management Group LLP 0.00% Reduce -0.3% 332,444 $16.0M
Russell Investments Group, Ltd. 0.02% Add +1.4% 284,663 $13.7M
Engine Capital Management, LP 2.38% No change 270,622 $13.0M
Covalis Capital LLP 1.85% Add +4.8% 263,466 $12.7M
Nuveen Asset Management, LLC 0.00% Reduce -13.8% 258,302 $12.4M
Citadel Advisors 0.01% New 245,115 $11.8M
Hotchkis & Wiley Capital Management LLC 0.04% Add +3.4% 243,220 $11.7M
Empowered Funds, LLC 0.17% Add +5.1% 239,821 $11.6M
Banyan Capital Management, Inc. 6.89% Reduce -1.4% 238,351 $11.5M
Qube Research & Technologies Ltd 0.02% Add +23.3% 229,655 $11.1M
Principal Financial Group Inc. 0.01% Add +0.4% 228,584 $11.0M
Foundry Partners, LLC 0.52% Add +24.3% 213,563 $10.3M
Ameriprise Financial Inc. 0.00% Reduce -5.5% 208,298 $10.0M
Gotham Asset Management 0.08% Add +24.1% 180,725 $8.7M
Kestrel Investment Management Corp. 4.76% No change 179,200 $8.6M
Victory Capital Management Inc. 0.01% Reduce -5.5% 176,952 $8.5M
UBS Group AG 0.00% Add +137.3% 173,075 $8.3M
Great Lakes Advisors, LLC 0.07% Reduce -4.1% 169,891 $8.2M
Peregrine Capital Management LLC 0.23% Reduce -3.5% 162,830 $7.8M
Citigroup Inc. 0.01% Reduce -18.8% 152,560 $7.3M
Holocene Advisors, LP 0.02% Add +247.4% 149,384 $7.2M
Allianz Asset Management GmbH 0.01% Add +16.1% 144,772 $7.0M
Brandywine Global Investment Management, LLC 0.05% New 142,712 $6.9M
Ariel Investments 0.07% Reduce -1.9% 140,232 $6.8M
Ballast Asset Management, LP 3.24% Reduce -3.4% 135,481 $6.5M
Rhumbline Advisers 0.01% Reduce -5.5% 132,693 $6.4M
Storebrand Asset Management As 0.02% Add +10.4% 130,477 $6.3M
Jane Street Group, LLC 0.01% Add +426.1% 128,966 $6.2M
Legal & General Group Plc 0.00% Reduce 0.0% 124,516 $6.0M
T. Rowe Price Associates Inc. 0.00% Add +17.2% 119,910 $5.8M
WINTON GROUP Ltd 0.37% Reduce -9.2% 115,925 $5.6M
Hudson Bay Capital Management LP 0.04% Add +64.3% 115,000 $5.5M
Sei Investments Co. 0.01% Reduce -13.4% 111,965 $5.4M
Public Sector Pension Investment Board 0.02% Add +13.0% 104,738 $5.0M
Federated Hermes, Inc. 0.01% Add +2.3% 98,500 $4.7M
O'shaughnessy Asset Management, LLC 0.04% Add +35.3% 97,852 $4.7M
Alps Advisors Inc. 0.03% Add +17.3% 94,979 $4.6M
Twinbeech Capital LP 0.08% Add +672.9% 91,640 $4.4M
HITE Hedge Asset Management LLC 0.32% Add +31.8% 91,279 $4.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +22.9% 87,792 $4.2M
Swiss National Bank 0.00% Reduce -3.7% 85,916 $4.1M
Barclays PLC 0.00% Add +14.7% 83,529 $4.0M
FMR LLC 0.00% Reduce -6.6% 81,089 $3.9M
Atom Investors LP 0.48% Reduce -43.5% 80,535 $3.9M
Ancora Advisors LLC 0.09% Reduce -37.0% 80,450 $3.9M
Verition Fund Management LLC 0.02% Add +1096.8% 78,329 $3.8M
Alaska Permanent Fund Corp 0.06% No change 77,733 $3.7M
HRT Financial LP 0.02% New 77,465 $3.7M
Bank of America Corp. 0.00% Reduce -46.3% 71,276 $3.4M
New York State Teachers Retirement System 0.01% Reduce -0.8% 71,006 $3.4M
Teacher Retirement System of Texas 0.01% Reduce -35.0% 68,210 $3.3M
Swedbank AB 0.00% No change 66,752 $3.2M
Gabelli Funds LLC 0.02% Reduce -2.6% 66,200 $3.2M
GAMCO Investors 0.03% Reduce -5.0% 65,720 $3.2M
Alliancebernstein L.P. 0.00% Add +4.2% 60,963 $2.9M
Hancock Whitney Corp. 0.09% Add +6.2% 59,547 $2.9M
Point72 Asset Management 0.01% New 54,670 $2.6M
Vest Financial, LLC 0.04% Add +79.2% 52,757 $2.5M
Trexquant Investment LP 0.03% New 51,937 $2.5M
ABS Direct Equity Fund LLC 2.79% No change 50,000 $2.4M
Knights of Columbus Asset Advisors LLC 0.15% Add +0.3% 47,782 $2.3M
Wells Fargo & Company 0.00% Add +6.8% 47,583 $2.3M
Prudential Financial Inc. 0.00% Reduce -5.8% 42,830 $2.2M
State of Wisconsin Investment Board 0.01% Reduce -7.3% 45,730 $2.2M
Steigerwald, Gordon & Koch Inc. 0.24% Reduce -0.2% 44,315 $2.1M
California State Teachers Retirement System 0.00% Reduce -5.5% 40,705 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -0.8% 40,283 $1.9M
Villanova Investment Management Co LLC 1.70% Add +10.7% 39,547 $1.9M
Public Employees Retirement System of Ohio 0.01% Reduce -0.2% 38,413 $1.9M
Deutsche Bank AG 0.00% Add +44.8% 38,402 $1.8M
US Bancorp \de 0.00% Reduce -0.1% 38,099 $1.8M
Wittenberg Investment Management, Inc. 0.71% Reduce -28.0% 37,507 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -27.8% 36,991 $1.8M
Point72 Italy, S.r.l. 0.96% New 35,922 $1.7M
Algert Global LLC 0.04% Add +14.0% 33,738 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -5.2% 32,509 $1.6M
Renaissance Technologies 0.00% Reduce -43.6% 30,100 $1.4M
Ritholtz Wealth Management 0.04% Add +50.8% 28,046 $1.4M
Two Sigma Investments, LP 0.00% No change 27,109 $1.3M
Voya Investment Management LLC 0.00% Reduce -5.5% 26,171 $1.3M
MetLife Investment Management, LLC 0.01% Add +4.7% 25,946 $1.2M
Engineers Gate Manager LP 0.02% Reduce -36.4% 25,802 $1.2M
Royce & Associates LP 0.01% Add +66.4% 25,140 $1.2M
Illinois Municipal Retirement Fund 0.02% Reduce -2.9% 24,247 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -4.1% 23,903 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.1% 23,798 $1.1M
Segall Bryant & Hamill, LLC 0.02% Reduce -0.5% 23,212 $1.1M
Corebridge Financial, Inc. 0.01% Reduce -10.7% 22,274 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.4% 22,254 $1.1M
Janus Henderson Group PLC 0.00% No change 21,400 $1.0M
CWA Asset Management Group, LLC 0.05% Add +23.5% 20,797 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -3.8% 20,300 $978K
Ensign Peak Advisors, Inc 0.00% No change 19,906 $959K
Mariner, LLC 0.00% Add +1.3% 19,739 $951K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% — 19,673 $948K
XTX Topco Ltd 0.08% New 19,585 $943K
State of Tennessee, Department of Treasury 0.00% Reduce -13.7% 19,497 $939K
SummerHaven Investment Management, LLC 0.55% No change 18,653 $899K
STRS Ohio 0.00% No change 17,900 $862K
Tocqueville Asset Management L.P. 0.01% Reduce -0.0% 17,881 $861K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 16,806 $810K
Teachers Retirement System of the State of Kentucky 0.01% No change 16,527 $796K
Handelsbanken Fonder AB 0.00% New 16,100 $776K
KLP Kapitalforvaltning As 0.00% — 16,000 $771K
Comerica Bank 0.00% Reduce -7.0% 15,958 $769K
Yousif Capital Management, LLC 0.01% Reduce -5.6% 15,943 $768K
Intech Investment Management LLC 0.01% Add +84.1% 15,621 $752K
Quantinno Capital Management LP 0.01% Add +3.0% 15,081 $726K
New York State Common Retirement Fund 0.00% No change 14,697 $708K
Franklin Resources Inc. 0.00% No change 14,568 $702K
SkyView Investment Advisors, LLC 0.11% New 14,421 $695K
Long Road Investment Counsel, LLC 0.28% No change 14,326 $690K
Maryland State Retirement & Pension System 0.01% Reduce -4.0% 14,163 $682K
LPL Financial LLC 0.00% Add +0.0% 14,075 $678K
Commerce Bank 0.00% Add +1.7% 13,696 $660K
AQR Capital Management 0.00% Add +5.5% 13,767 $659K
Ethic Inc. 0.01% New 13,515 $651K
MassMutual Private Wealth & Trust, FSB 0.02% Add +30454.5% 13,444 $648K
Royal Bank of Canada 0.00% Add +13.3% 13,412 $645K
State Board of Administration of Florida Retirement System 0.00% No change 13,333 $642K
Fractal Investments LLC 0.10% No change 13,200 $636K
Caption Management, LLC 0.03% New 13,000 $626K
Macquarie Group Ltd. 0.00% No change 12,806 $617K
Two Sigma Advisers, LP 0.00% Add +8.5% 12,800 $617K
Arizona State Retirement System 0.00% Reduce -3.6% 12,676 $611K
ProShare Advisors LLC 0.00% Add +39.0% 12,605 $607K
Searle & Co. 0.17% No change 12,500 $602K
Amalgamated Bank 0.00% Reduce -4.2% 12,292 $592K
Sterling Capital Management LLC 0.01% Add +11.4% 11,408 $550K
Chesapeake Capital Corp. 0.56% Reduce -0.5% 11,390 $549K
Tidal Investments LLC 0.00% Reduce -0.5% 11,390 $549K
Schonfeld Strategic Advisors LLC 0.00% Reduce -6.6% 11,089 $534K
Natixis Advisors, LLC 0.00% Add +1.4% 10,564 $509K
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.7% 10,550 $508K
Bank of Montreal 0.00% Reduce -9.2% 10,284 $495K
Oregon Public Employees Retirement Fund 0.01% Reduce -3.9% 9,877 $476K
Old North State Wealth Management, LLC 0.26% Add +0.9% 9,671 $466K
QRG Capital Management, Inc. 0.00% Add +29.1% 9,610 $463K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.8% 9,563 $461K
Easterly Investment Partners LLC 0.04% Reduce -72.8% 9,470 $456K
CHICAGO TRUST Co NA 0.08% Reduce -2.8% 9,273 $447K
Police & Firemen's Retirement System of New Jersey 0.00% — 9,235 $445K
Mercer Global Advisors Inc. 0.00% Add +14.1% 9,034 $435K
Cambria Investment Management, L.P. 0.03% Reduce -0.9% 8,993 $433K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.8% 8,979 $433K
OneDigital Investment Advisors LLC 0.01% New 8,974 $432K
Focus Partners Wealth 0.00% New 8,556 $412K
Janney Montgomery Scott LLC 0.00% Reduce -3.2% 8,498 $409K
D. E. Shaw & Co. 0.00% Reduce -74.5% 8,349 $402K
Jain Global LLC 0.01% — 7,998 $385K
Quantessence Capital LLC 0.16% — 7,977 $384K
Captrust Financial Advisors 0.00% Reduce -30.5% 7,154 $345K
Balyasny Asset Management L.P. 0.00% New 7,093 $342K
Envestnet Asset Management Inc. 0.00% Add +5.7% 6,870 $331K
Corient Private Wealth LP 0.00% Reduce -20.7% 6,813 $328K
Western Wealth Management, LLC 0.02% New 6,500 $313K
Mutual of America Capital Management LLC 0.00% Reduce -3.0% 6,371 $307K
Acorn Financial Advisory Services Inc. 0.05% Reduce -3.6% 6,349 $306K
BNP Paribas Financial Markets 0.00% New 6,204 $299K
Cornercap Investment Counsel Inc. 0.09% No change 5,902 $284K
Aristeia Capital, L.L.C. 0.02% Add +13.6% 5,789 $279K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -3.8% 5,698 $275K
HSBC Holdings PLC 0.00% Reduce -10.8% 5,681 $274K
Prelude Capital Management, LLC 0.02% Reduce -3.5% 5,645 $272K
Bryce Point Capital, LLC 0.08% — 5,629 $271K
Stratos Wealth Partners, LTD. 0.00% Reduce -12.3% 5,579 $269K
Magnetar Financial LLC 0.01% New 5,488 $264K
PNC Financial Services Group, Inc. 0.00% Reduce -0.7% 5,478 $264K
Pathstone Holdings, LLC 0.00% Reduce -2.9% 5,408 $261K
Pictet Asset Management Holding SA 0.00% No change 5,213 $251K
Neuberger Berman Group LLC 0.00% Add +2.0% 5,116 $246K
Public Employees Retirement Association of Colorado 0.00% No change 5,040 $243K
Sanctuary Advisors, LLC 0.00% No change 4,654 $240K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.1% 4,938 $238K
Creative Planning 0.00% Add +11.5% 4,911 $237K
Shelton Capital Management 0.01% Reduce -6.6% 4,835 $233K
Panagora Asset Management Inc. 0.00% No change 4,605 $222K
Marshall Wace, LLP 0.00% Reduce -11.8% 4,588 $221K
Ameritas Investment Partners, Inc. 0.01% No change 4,450 $214K
Cerity Partners LLC 0.00% Reduce -32.4% 4,513 $210K
Optimize Financial Inc. 0.15% — 4,272 $206K
Investors Research Corp 0.04% No change 4,237 $204K
State of Michigan Retirement System 0.00% New 4,218 $203K
AlphaQuest LLC 0.02% New 3,584 $173K
Osaic Holdings, Inc. 0.00% Reduce -9.5% 3,338 $161K
Point72 Asia (Singapore) Pte. Ltd. 0.04% New 2,982 $144K
Quent Capital, LLC 0.01% Reduce -35.7% 2,891 $139K
KBC Group NV 0.00% Add +45.8% 2,180 $105K
Rothschild Investment LLC 0.01% Reduce -0.3% 1,720 $83K
Tower Research Capital LLC (TRC) 0.00% Add +12.0% 1,700 $82K
Central Pacific Bank - Trust Division 0.01% No change 1,600 $77K
GAMMA Investing LLC 0.01% Add +9.1% 1,530 $74K
Turtle Creek Asset Management Inc. 0.00% Reduce -28.6% 1,500 $72K
Cwm, LLC 0.00% Add +30.0% 1,470 $71K
State of Wyoming 0.01% Reduce -80.5% 1,438 $69K
Oakworth Capital, Inc. 0.00% No change 1,107 $53K
Bessemer Group Inc. 0.00% Add +8.3% 1,033 $50K
Caitong International Asset Management Co., Ltd 0.04% — 927 $45K
Nomura Asset Management Co. Ltd. 0.00% No change 890 $43K
Whittier Trust Co. 0.00% No change 890 $43K
IFP Advisors, Inc 0.00% Reduce -0.7% 714 $35K
Smartleaf Asset Management LLC 0.00% Add +149.3% 698 $33K
Quadrant Capital Group LLC 0.00% Add +5.4% 678 $33K
Fifth Third Bancorp 0.00% Reduce -7.8% 601 $29K
Global Trust Asset Management, LLC 0.01% No change 559 $27K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.2% 537 $26K
Lazard Asset Management LLC 0.00% Reduce -94.1% 528 $25K
Jones Financial Companies LLLP 0.00% Add +445.4% 480 $23K
Group One Trading LLC 0.00% New 400 $19K
Signaturefd, LLC 0.00% Reduce -1.0% 398 $19K
CIBC Private Wealth Group LLC 0.00% Reduce -0.8% 368 $18K
Rosenberg Matthew Hamilton 0.00% Reduce -3.7% 310 $15K
Creative Financial Designs Inc. 0.00% Add +0.7% 305 $15K
Parallel Advisors, LLC 0.00% Reduce -16.9% 281 $14K
Truvestments Capital LLC 0.00% Add +0.4% 281 $14K
Colonial Trust Advisors 0.00% Reduce -17.9% 275 $13K
Greenline Partners, LLC 0.00% New 250 $12K
Covestor Ltd 0.01% Reduce -18.9% 253 $12K
Harbor Capital Advisors, Inc. 0.00% Add +20.2% 244 $12K
UMB Bank, n.a. 0.00% No change 239 $12K
Farther Finance Advisors, LLC 0.00% Reduce -27.8% 234 $11K
Steward Partners Investment Advisory, LLC 0.00% No change 227 $11K
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 $10K
TD Waterhouse Canada Inc. 0.00% No change 200 $10K
Capital Analysts, LLC 0.00% Reduce -25.9% 177 $9K
Sound Income Strategies, LLC 0.00% Add +0.5% 186 $9K
Montag A & Associates Inc. 0.00% Reduce -52.6% 180 $9K
JFS Wealth Advisors, LLC 0.00% Add +0.6% 173 $8K
Mather Group, Llc. 0.00% No change 168 $8K
Sunbelt Securities, Inc. 0.00% No change 169 $8K
Brooklyn Investment Group 0.00% Add +3.8% 166 $8K
Harbour Investments, Inc. 0.00% Reduce -10.4% 163 $8K
Lindbrook Capital, LLC 0.00% No change 160 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 145 $7K
Allworth Financial LP 0.00% Reduce -2.8% 137 $7K
CENTRAL TRUST Co 0.00% No change 144 $7K
Versant Capital Management, Inc 0.00% Reduce -0.8% 128 $6K
AdvisorNet Financial, Inc 0.00% Reduce -26.4% 106 $5K
Cromwell Holdings LLC 0.00% No change 98 $5K
Geneos Wealth Management Inc. 0.00% New 98 $5K
Princeton Global Asset Management LLC 0.00% No change 86 $4K
High Note Wealth, LLC 0.00% New 84 $4K
Strengthening Families & Communities, LLC 0.00% No change 85 $4K
Capital Advisors, Ltd. LLC 0.00% No change 91 $4K
Larson Financial Group LLC 0.00% Add +1.2% 83 $4K
HM Payson & Co. 0.00% Reduce -3.6% 80 $4K
First Horizon Advisors, Inc. 0.00% Add +32.2% 78 $4K
MAI Capital Management 0.00% New 77 $4K
Riverview Trust Co 0.00% No change 75 $4K
WPG Advisers, LLC 0.00% — 74 $4K
Bell Investment Advisors, Inc 0.00% Add +39.6% 74 $4K
NewEdge Advisors, LLC 0.00% Reduce -5.5% 69 $3K
Optimum Investment Advisors 0.00% No change 65 $3K
TD Private Client Wealth LLC 0.00% Reduce -38.5% 64 $3K
Sittner & Nelson, LLC 0.00% No change 60 $3K
Quarry LP 0.00% New 59 $3K
Parkside Financial Bank & Trust 0.00% Reduce -95.4% 58 $3K
MCF Advisors LLC 0.00% No change 56 $3K
Sierra Ocean, LLC 0.00% — 54 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 53 $3K
Global Retirement Partners, LLC 0.00% No change 50 $2K
Van Hulzen Asset Management, LLC 0.00% New 47 $2K
Principal Securities, Inc. 0.00% Add +130.0% 46 $2K
Cape Investment Advisory, Inc. 0.00% Reduce -85.7% 40 $2K
Financially Speaking Inc 0.00% — 32 $2K
CVA Family Office, LLC 0.00% No change 32 $2K
Talon Private Wealth, LLC 0.00% No change 31 $1K
Blue Trust, Inc. 0.00% Reduce -74.0% 31 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 30 $1K
Huntington National Bank 0.00% Add +225.0% 26 $1K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 26 $1K
Whipplewood Advisors, LLC 0.00% — 24 $1K
Hemington Wealth Management 0.00% Reduce -3.5% 28 $1K
Hantz Financial Services, Inc. 0.00% No change 23 $1K
Farmers & Merchants Investments Inc. 0.00% Reduce -42.9% 20 $963
Deseret Mutual Benefit Administrators 0.00% No change 19 $915
Westside Investment Management, Inc. 0.00% No change 18 $867
Continuum Advisory, LLC 0.00% No change 18 $867
Fortitude Family Office, LLC 0.00% No change 17 $819
Prestige Wealth Management Group LLC 0.00% No change 17 $819
Red Tortoise LLC 0.00% No change 12 $578
Grove Bank & Trust 0.00% Reduce -78.4% 11 $530
Parvin Asset Management, LLC 0.00% — 10 $482
Key Financial Inc 0.00% No change 10 $482
Avior Wealth Management, LLC 0.00% No change 10 $481
Sachetta, LLC 0.00% Reduce -35.7% 9 $435
Bruce G. Allen Investments, LLC 0.00% Reduce -57.1% 9 $434
Proffitt & Goodson Inc. 0.00% No change 9 $434
SBI Securities Co., Ltd. 0.00% — 9 $434
Private Wealth Management Group, LLC 0.00% No change 8 $386
Manchester Capital Management LLC 0.00% No change 8 $386
Dunhill Financial, LLC 0.00% Add +60.0% 8 $363
Concourse Financial Group Securities, Inc. 0.00% No change 7 $356
SJS Investment Consulting Inc. 0.00% No change 7 $338
Abound Wealth Management 0.00% Reduce -12.5% 7 $338
WR Wealth Planners, LLC 0.00% No change 7 $337
LRI Investments, LLC 0.00% No change 6 $289
Cullen/Frost Bankers, Inc. 0.00% New 5 $241
Glen Eagle Advisors, LLC 0.00% No change 5 $241
Coppell Advisory Solutions LLC 0.00% No change 5 $237
Birchbrook, Inc. 0.00% No change 4 $201
Raleigh Capital Management Inc. 0.00% No change 4 $193
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $193
Pineridge Advisors LLC 0.00% No change 3 $145
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 3 $144
Assetmark, Inc. 0.00% New 2 $96
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 1 $49
Brown Brothers Harriman & Co. 0.00% No change 1 $48
Parkworth Wealth Management, Inc. 0.00% — 1 $48
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.