PhiniaPHIN

13F holders, Q2 2025 (June 30)
333holders −3
38new positions
41sold out
9famous investors
$44.50avg. 13F price*

At the end of Q2 2025, 333 institutions reported holding Phinia Inc. (PHIN) in their 13F filings, down 3 from Q1 2025. 38 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($261.8M), Vanguard Group Inc. ($205.3M) and Voss Capital, LP ($101.9M). 9 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions38$81.5M
Exits41$28.9M

All 13F filers, Q1 2025 → Q2 2025: 4,024,441 shares bought and 3,365,296 shares sold, net +659,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 333 holders

BlackRock, Inc. 0.01% Reduce -6.5% 5,884,615 $261.8M
Vanguard Group Inc. 0.00% Reduce -4.0% 4,615,141 $205.3M
Voss Capital, LP 7.02% Add +10.8% 2,290,000 $101.9M
Dimensional Fund Advisors LP 0.02% Add +2.8% 2,246,032 $99.9M
State Street Corp. 0.00% Reduce -3.8% 1,617,715 $72.0M
American Century Companies Inc. 0.04% Add +3.1% 1,567,486 $69.7M
LSV Asset Management 0.12% Add +19.4% 1,199,218 $53.4M
Geode Capital Management, LLC 0.00% Reduce -1.6% 1,172,873 $52.2M
Goldman Sachs Group Inc. 0.01% Add +19.4% 1,166,454 $51.9M
First Trust Advisors LP 0.03% Reduce -32.4% 753,261 $33.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.3% 728,628 $32.4M
Morgan Stanley 0.00% Add +1.3% 675,290 $30.0M
FIFTHDELTA Ltd 9.45% New 659,280 $29.3M
Ion Asset Management Ltd. 1.68% Reduce -2.1% 625,412 $27.8M
Invesco Ltd. 0.00% Reduce -2.5% 498,277 $22.2M
Medina Value Partners, LLC 5.96% Add +14.2% 489,356 $21.8M
Northern Trust Corp. 0.00% Reduce -2.6% 482,599 $21.5M
HITE Hedge Asset Management LLC 1.15% Add +38.0% 449,851 $20.0M
JPMorgan Chase & Co. 0.00% Reduce -4.2% 393,235 $17.5M
Bank of New York Mellon Corp 0.00% Reduce -2.1% 378,452 $16.8M
Wellington Management Group LLP 0.00% Reduce -0.7% 366,349 $16.3M
Bridgeway Capital Management, LLC 0.38% Reduce -22.0% 356,424 $15.9M
Advisory Research Inc. 2.25% Reduce -25.8% 329,517 $14.7M
Victory Capital Management Inc. 0.01% Add +26.4% 299,314 $13.3M
Pacer Advisors, Inc. 0.03% Reduce -17.0% 291,206 $13.0M
Point72 Asset Management 0.03% Reduce -27.7% 289,054 $12.9M
Lodge Hill Capital, LLC 2.74% New 267,330 $11.9M
Bank of America Corp. 0.00% Add +110.7% 259,308 $11.5M
FMR LLC 0.00% Add +212.8% 258,289 $11.5M
Banyan Capital Management, Inc. 5.78% Add +4.3% 252,856 $11.2M
Qube Research & Technologies Ltd 0.01% Reduce -14.6% 230,267 $10.2M
Invenomic Capital Management LP 0.58% New 229,254 $10.2M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -41.4% 224,995 $10.0M
Principal Financial Group Inc. 0.01% Reduce -5.5% 217,170 $9.7M
Teacher Retirement System of Texas 0.04% Add +175.3% 216,572 $9.6M
Ancora Advisors LLC 0.18% Add +94.0% 195,070 $8.7M
Empowered Funds, LLC 0.09% Reduce -25.5% 182,424 $8.1M
Stifel Financial Corp. 0.01% New 173,236 $7.7M
Kestrel Investment Management Corp. 4.56% Reduce -4.4% 171,300 $7.6M
Engine Capital Management, LP 1.60% No change 170,622 $7.6M
T. Rowe Price Associates Inc. 0.00% Add +8.2% 161,831 $7.2M
Public Sector Pension Investment Board 0.03% Add +4.5% 160,829 $7.2M
Jane Street Group, LLC 0.01% Reduce -37.1% 157,530 $7.0M
Gotham Asset Management 0.04% Reduce -18.4% 151,939 $6.8M
Storebrand Asset Management As 0.02% Add +11.4% 151,742 $6.8M
Russell Investments Group, Ltd. 0.01% Add +12.8% 150,860 $6.7M
Citadel Advisors 0.01% Add +141.2% 150,544 $6.7M
Peregrine Capital Management LLC 0.20% Reduce -3.2% 149,470 $6.6M
Hotchkis & Wiley Capital Management LLC 0.02% Add +14.2% 144,790 $6.4M
Great Lakes Advisors, LLC 0.05% Reduce -10.9% 144,574 $6.4M
UBS Group AG 0.00% Add +65.3% 144,345 $6.4M
Brandywine Global Investment Management, LLC 0.05% Reduce -3.7% 143,379 $6.4M
Ariel Investments 0.07% Reduce -0.1% 140,160 $6.2M
ExodusPoint Capital Management, LP 0.07% Reduce -10.7% 130,599 $5.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +37.9% 129,959 $5.8M
Hudson Bay Capital Management LP 0.04% Reduce -0.4% 125,732 $5.6M
WINTON GROUP Ltd 0.28% Add +8.9% 124,614 $5.5M
Rhumbline Advisers 0.00% Reduce -2.0% 121,591 $5.4M
Covalis Capital LLP 0.68% New 120,337 $5.4M
Atom Investors LP 0.47% Add +20.4% 118,499 $5.3M
Legal & General Group Plc 0.00% Reduce -2.1% 113,654 $5.1M
O'shaughnessy Asset Management, LLC 0.03% Add +21.9% 110,337 $4.9M
Sei Investments Co. 0.01% Reduce -4.6% 110,245 $4.9M
Ameriprise Financial Inc. 0.00% Reduce -8.1% 109,284 $4.9M
Alps Advisors Inc. 0.03% Reduce -0.7% 101,634 $4.5M
Heartland Advisors Inc. 0.25% New 100,000 $4.4M
Nuveen, LLC 0.00% Reduce -62.3% 97,257 $4.3M
Intrinsic Edge Capital Management LLC 0.60% New 90,000 $4.0M
Y-Intercept (Hong Kong) Ltd 0.09% Add +1419.9% 87,123 $3.9M
Millennium Management 0.00% Reduce -60.1% 80,053 $3.6M
Barclays PLC 0.00% Add +31.9% 78,224 $3.5M
Swiss National Bank 0.00% Reduce -6.8% 76,016 $3.4M
Royal Bank of Canada 0.00% Reduce -6.5% 70,827 $3.2M
Allianz Asset Management GmbH 0.00% Reduce -38.0% 70,662 $3.1M
ABS Direct Equity Fund LLC 4.95% Add +16.7% 70,000 $3.1M
Susquehanna International Group, LLP 0.00% Add +10.5% 69,831 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +28.4% 69,194 $3.1M
GAMCO Investors 0.03% Add +3.0% 67,720 $3.0M
Swedbank AB 0.00% No change 66,752 $3.0M
Gabelli Funds LLC 0.02% No change 66,200 $2.9M
New York State Teachers Retirement System 0.01% Reduce -2.0% 62,768 $2.8M
Walleye Capital LLC 0.03% New 62,614 $2.8M
Hancock Whitney Corp. 0.05% Add +3.7% 62,332 $2.8M
Alliancebernstein L.P. 0.00% Reduce -0.0% 56,000 $2.5M
State of Wisconsin Investment Board 0.01% Add +2.4% 51,468 $2.3M
Capital Fund Management S.A. 0.02% Add +128.5% 50,495 $2.2M
Knights of Columbus Asset Advisors LLC 0.13% Reduce -0.9% 48,666 $2.2M
Prudential Financial Inc. 0.00% Add +3.1% 41,543 $2.2M
Royce & Associates LP 0.02% Add +21.0% 46,449 $2.1M
Steigerwald, Gordon & Koch Inc. 0.20% Reduce -1.0% 43,264 $1.9M
AlphaQuest LLC 0.18% Add +177.3% 41,990 $1.9M
Ballast Asset Management, LP 0.96% No change 41,410 $1.8M
Vest Financial, LLC 0.03% Reduce -17.4% 41,119 $1.8M
Rock Creek Group LLC 0.21% Add +16.8% 40,891 $1.8M
Citigroup Inc. 0.00% Reduce -72.6% 40,382 $1.8M
California State Teachers Retirement System 0.00% Add +0.8% 40,101 $1.8M
Wells Fargo & Company 0.00% Reduce -6.0% 39,247 $1.7M
Verition Fund Management LLC 0.01% Add +42.5% 37,597 $1.7M
HRT Financial LP 0.01% Reduce -19.4% 36,971 $1.6M
CWA Asset Management Group, LLC 0.07% Add +37.8% 36,619 $1.6M
Villanova Investment Management Co LLC 1.68% Add +167.3% 36,387 $1.6M
Wittenberg Investment Management, Inc. 0.69% No change 35,507 $1.6M
AQR Capital Management 0.00% Add +58.9% 35,493 $1.6M
Algert Global LLC 0.03% Reduce -9.3% 33,738 $1.5M
CIBC Private Wealth Group LLC 0.00% Add +91.7% 33,300 $1.5M
Deutsche Bank AG 0.00% Reduce -10.0% 31,954 $1.4M
Ritholtz Wealth Management 0.03% Add +24.6% 29,975 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -2.4% 29,269 $1.3M
Gsa Capital Partners LLP 0.09% Add +76.4% 28,833 $1.3M
US Bancorp \de 0.00% Reduce -18.9% 25,785 $1.1M
Federated Hermes, Inc. 0.00% Reduce -62.8% 25,601 $1.1M
Voya Investment Management LLC 0.00% Reduce -35.2% 25,419 $1.1M
Renaissance Technologies 0.00% Add +167.7% 24,900 $1.1M
MetLife Investment Management, LLC 0.01% Reduce -0.5% 24,378 $1.1M
State of Alaska, Department of Revenue 0.01% Add +4.9% 23,723 $1.1M
Tocqueville Asset Management L.P. 0.02% Add +23.9% 23,130 $1.0M
Squarepoint Ops LLC 0.00% New 22,840 $1.0M
Illinois Municipal Retirement Fund 0.01% Reduce -11.6% 21,778 $969K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -13.2% 21,614 $962K
Mariner, LLC 0.00% Reduce -3.3% 20,793 $925K
Manufacturers Life Insurance Company, The 0.00% Reduce -9.3% 20,630 $918K
SummerHaven Investment Management, LLC 0.56% Add +1.8% 19,275 $858K
Louisiana State Employees Retirement System 0.01% Reduce -3.1% 18,600 $828K
STRS Ohio 0.00% Add +1.7% 18,200 $810K
Janus Henderson Group PLC 0.00% No change 18,000 $802K
Quantinno Capital Management LP 0.00% Add +5.0% 17,858 $795K
Ensign Peak Advisors, Inc 0.00% Reduce -11.3% 17,656 $786K
Nisa Investment Advisors, LLC 0.00% Reduce -0.1% 17,058 $759K
Intech Investment Management LLC 0.01% Reduce -30.9% 16,512 $735K
D. E. Shaw & Co. 0.00% New 16,301 $725K
SkyView Investment Advisors, LLC 0.10% Add +2.6% 15,523 $692K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -9.0% 15,037 $669K
Yousif Capital Management, LLC 0.01% Reduce -1.3% 14,935 $664K
Voloridge Investment Management, LLC 0.00% Add +58.5% 14,825 $660K
Long Road Investment Counsel, LLC 0.24% Reduce -0.7% 14,726 $655K
KLP Kapitalforvaltning As 0.00% No change 14,600 $650K
Franklin Resources Inc. 0.00% Reduce -0.0% 14,557 $648K
Ethic Inc. 0.01% Reduce -16.6% 14,331 $640K
Comerica Bank 0.00% Reduce -5.8% 14,357 $639K
Brevan Howard Capital Management LP 0.01% Reduce -19.7% 14,295 $636K
Commerce Bank 0.00% Reduce -0.3% 13,647 $607K
Engineers Gate Manager LP 0.01% Reduce -62.9% 13,442 $598K
State Board of Administration of Florida Retirement System 0.00% No change 13,333 $593K
First Citizens Bank & Trust Co. 0.01% New 13,312 $592K
Fractal Investments LLC 0.08% No change 13,200 $587K
Envestnet Portfolio Solutions, Inc. 0.00% New 13,049 $581K
Two Sigma Advisers, LP 0.00% No change 13,000 $578K
Macquarie Group Ltd. 0.00% No change 12,800 $569K
New York State Common Retirement Fund 0.00% No change 12,697 $565K
Searle & Co. 0.16% No change 12,500 $556K
Maryland State Retirement & Pension System 0.01% Reduce -2.1% 11,698 $520K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +57.0% 11,618 $517K
Arizona State Retirement System 0.00% Reduce -3.7% 11,616 $517K
Amalgamated Bank 0.00% Reduce -2.4% 11,393 $507K
Horizon Investments, LLC 0.01% New 10,992 $489K
Vident Advisory, LLC 0.01% New 10,976 $488K
Handelsbanken Fonder AB 0.00% Reduce -32.3% 10,900 $485K
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.7% 10,197 $483K
Bank of Montreal 0.00% Reduce -7.3% 10,776 $479K
AdvisorShares Investments LLC 0.08% Add +11.9% 10,573 $470K
Fox Run Management, L.L.C. 0.08% Reduce -35.5% 10,403 $463K
Natixis Advisors, LLC 0.00% Add +0.3% 10,344 $460K
CHICAGO TRUST Co NA 0.07% Add +10.8% 10,286 $458K
Sterling Capital Management LLC 0.01% Add +3.5% 10,285 $458K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +4.6% 10,220 $455K
State of Tennessee, Department of Treasury 0.00% No change 10,165 $452K
Old North State Wealth Management, LLC 0.23% Add +1.6% 9,957 $443K
Envestnet Asset Management Inc. 0.00% Add +2.2% 9,913 $441K
SG Americas Securities, LLC 0.00% Add +14.1% 9,598 $427K
OneDigital Investment Advisors LLC 0.00% Add +0.0% 9,255 $412K
Police & Firemen's Retirement System of New Jersey 0.00% No change 9,235 $411K
Janney Montgomery Scott LLC 0.00% No change 9,196 $409K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.3% 9,148 $407K
ProShare Advisors LLC 0.00% Reduce -10.4% 8,809 $392K
QRG Capital Management, Inc. 0.00% Reduce -12.8% 8,217 $366K
Vanguard Personalized Indexing Management, LLC 0.00% Add +12.2% 7,960 $357K
Marshall Wace, LLP 0.00% Add +52.4% 7,953 $354K
Mercer Global Advisors Inc. 0.00% Reduce -16.7% 7,836 $349K
Focus Partners Wealth 0.00% Reduce -6.2% 7,792 $347K
Nomura Holdings Inc. 0.00% New 7,634 $340K
Amundi 0.00% Add +37266.7% 6,726 $322K
Oppenheimer Asset Management Inc. 0.00% Add +27.6% 7,013 $312K
Captrust Financial Advisors 0.00% Add +1.5% 6,807 $303K
Quadrant Capital Group LLC 0.01% Add +304.3% 6,764 $301K
Jain Global LLC 0.00% New 6,661 $296K
Creative Planning 0.00% Reduce -27.8% 6,256 $278K
Neuberger Berman Group LLC 0.00% Add +6.7% 6,221 $277K
Acorn Financial Advisory Services Inc. 0.04% Reduce -2.5% 5,943 $264K
Pictet Asset Management Holding SA 0.00% No change 5,916 $263K
Tower Research Capital LLC (TRC) 0.01% Add +32.7% 5,911 $263K
Aristides Capital LLC 0.08% New 5,528 $246K
Advisors Asset Management, Inc. 0.00% Add +0.4% 5,212 $232K
Mutual of America Capital Management LLC 0.00% Reduce -14.0% 5,113 $227K
Public Employees Retirement Association of Colorado 0.00% No change 5,040 $224K
Shay Capital LLC 0.05% New 5,000 $222K
Cibc World Markets Corp. 0.00% Reduce -47.6% 4,859 $216K
Wolverine Asset Management LLC 0.02% Add +5337.1% 4,839 $215K
One Wealth Advisors, LLC 0.03% Reduce -3.2% 4,801 $214K
BNP Paribas Financial Markets 0.00% Add +57.3% 4,760 $212K
HSBC Holdings PLC 0.00% Reduce -16.4% 4,741 $212K
Panagora Asset Management Inc. 0.00% New 4,605 $205K
PNC Financial Services Group, Inc. 0.00% Reduce -18.4% 4,594 $204K
Public Employees Retirement System of Ohio 0.00% Reduce -10.3% 4,314 $192K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 4,204 $187K
Ameritas Investment Partners, Inc. 0.01% Reduce -9.5% 4,027 $179K
Osaic Holdings, Inc. 0.00% Reduce -6.3% 3,405 $151K
Raymond James Financial Inc. 0.00% New 2,454 $109K
Turtle Creek Asset Management Inc. 0.00% Add +33.3% 2,400 $107K
Rothschild Investment LLC 0.00% No change 1,750 $78K
Traub Capital Management LLC 0.07% — 1,739 $77K
Meeder Asset Management Inc. 0.00% New 1,660 $74K
Central Pacific Bank - Trust Division 0.01% No change 1,600 $71K
Brooklyn Investment Group 0.01% Add +0.6% 1,592 $71K
GAMMA Investing LLC 0.00% Add +16.3% 1,427 $63K
KBC Group NV 0.00% Reduce -34.8% 1,422 $63K
State of Wyoming 0.01% New 1,340 $60K
Oakworth Capital, Inc. 0.00% No change 1,107 $49K
Summit Securities Group LLC 0.02% New 973 $43K
Bessemer Group Inc. 0.00% Reduce -5.5% 964 $43K
TD Waterhouse Canada Inc. 0.00% Add +350.0% 900 $42K
Whittier Trust Co. 0.00% No change 890 $40K
EMC Capital Management 0.02% New 873 $39K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -33.9% 859 $38K
Cwm, LLC 0.00% Reduce -34.6% 819 $36K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -72.3% 792 $35K
IFP Advisors, Inc 0.00% Reduce -23.1% 553 $35K
CX Institutional 0.00% Reduce -9.4% 664 $30K
EverSource Wealth Advisors, LLC 0.00% Add +18.8% 646 $29K
Fifth Third Bancorp 0.00% Reduce -24.5% 572 $25K
Nomura Asset Management Co. Ltd. 0.00% No change 570 $25K
Lazard Asset Management LLC 0.00% Add +20.9% 584 $25K
Steward Partners Investment Advisory, LLC 0.00% Add +50.3% 508 $23K
Global Trust Asset Management, LLC 0.01% Reduce -11.6% 494 $22K
Smartleaf Asset Management LLC 0.00% Reduce -29.0% 475 $21K
Signaturefd, LLC 0.00% Add +34.8% 434 $19K
Investors Research Corp 0.00% No change 430 $19K
Hantz Financial Services, Inc. 0.00% Add +1300.0% 420 $19K
Larson Financial Group LLC 0.00% Add +96.4% 379 $17K
Jones Financial Companies LLLP 0.00% Add +232.1% 362 $16K
Point72 (DIFC) Ltd 0.00% Reduce -95.3% 362 $16K
Assetmark, Inc. 0.00% Add +3420.0% 352 $16K
Covestor Ltd 0.01% Add +21.6% 309 $14K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 309 $14K
Rosenberg Matthew Hamilton 0.00% No change 310 $14K
Farther Finance Advisors, LLC 0.00% Reduce -24.2% 298 $13K
Parallel Advisors, LLC 0.00% Reduce -17.3% 277 $12K
Colonial Trust Advisors 0.00% No change 275 $12K
UMB Bank, n.a. 0.00% Reduce -20.9% 227 $10K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.3% 221 $10K
Whittier Trust Co. of Nevada Inc. 0.00% No change 217 $10K
Olistico Wealth, LLC 0.01% No change 212 $9K
Wolff Wiese Magana LLC 0.01% No change 201 $9K
Sunbelt Securities, Inc. 0.00% No change 169 $8K
Montag A & Associates Inc. 0.00% No change 180 $8K
Capital Analysts, LLC 0.00% No change 177 $8K
JFS Wealth Advisors, LLC 0.00% No change 174 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 142 $8K
Allworth Financial LP 0.00% Reduce -8.7% 167 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +6.2% 154 $7K
Truvestments Capital LLC 0.00% Add +0.7% 145 $6K
CENTRAL TRUST Co 0.00% No change 144 $6K
Harvest Fund Management Co., Ltd 0.00% No change 139 $6K
Versant Capital Management, Inc 0.00% Reduce -6.1% 123 $5K
Private Wealth Asset Management, LLC 0.00% No change 120 $5K
Principal Securities, Inc. 0.00% Add +134.8% 108 $5K
AdvisorNet Financial, Inc 0.00% No change 106 $5K
Dogwood Wealth Management LLC 0.00% New 97 $5K
Costello Asset Management, INC 0.00% No change 100 $4K
Cromwell Holdings LLC 0.00% No change 98 $4K
MAI Capital Management 0.00% Add +73.2% 97 $4K
WPG Advisers, LLC 0.00% Add +17.7% 93 $4K
Optiver Holding B.V. 0.00% Reduce -27.9% 93 $4K
Strengthening Families & Communities, LLC 0.00% No change 86 $4K
LRI Investments, LLC 0.00% Add +1316.7% 85 $4K
Geneos Wealth Management Inc. 0.00% Reduce -31.7% 84 $4K
First Horizon Advisors, Inc. 0.00% No change 78 $3K
Parkside Financial Bank & Trust 0.00% Reduce -14.8% 75 $3K
Bell Investment Advisors, Inc 0.00% No change 74 $3K
NewEdge Advisors, LLC 0.00% No change 69 $3K
Harbour Investments, Inc. 0.00% Reduce -58.5% 68 $3K
TD Private Client Wealth LLC 0.00% No change 67 $3K
Sittner & Nelson, LLC 0.00% No change 60 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 59 $3K
MCF Advisors LLC 0.00% No change 56 $2K
Sierra Ocean, LLC 0.00% No change 54 $2K
Curat Global, LLC 0.00% Add +112.0% 53 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 52 $2K
Global Retirement Partners, LLC 0.00% — 48 $2K
CVA Family Office, LLC 0.00% Add +40.6% 45 $2K
Atticus Wealth Management, LLC 0.00% New 37 $2K
High Note Wealth, LLC 0.00% Reduce -61.9% 32 $1K
Blue Trust, Inc. 0.00% No change 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
Financially Speaking Inc 0.00% Reduce -25.0% 24 $1K
Whipplewood Advisors, LLC 0.00% Reduce -100.0% 24 $1K
Physician Wealth Advisors, Inc. 0.00% New 24 $1K
Huntington National Bank 0.00% No change 23 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -66.7% 18 $1K
Hemington Wealth Management 0.00% Reduce -14.3% 24 $1K
Farmers & Merchants Investments Inc. 0.00% No change 20 $890
Deseret Mutual Benefit Administrators 0.00% No change 19 $845
Financial Network Wealth Advisors LLC 0.00% No change 18 $801
Westside Investment Management, Inc. 0.00% No change 18 $801
Prestige Wealth Management Group LLC 0.00% No change 17 $757
MTM Investment Management, LLC 0.00% New 17 $756
Fortitude Family Office, LLC 0.00% Reduce -5.9% 16 $712
Clearstead Trust, LLC 0.00% New 15 $668
Beaird Harris Wealth Management, LLC 0.00% New 14 $623
Red Tortoise LLC 0.00% No change 12 $534
Key Financial Inc 0.00% No change 10 $445
Sachetta, LLC 0.00% No change 8 $356
Private Wealth Management Group, LLC 0.00% No change 8 $356
Manchester Capital Management LLC 0.00% No change 8 $356
DecisionPoint Financial, LLC 0.00% New 6 $282
National Bank of Canada 0.00% New 5 $222
Glen Eagle Advisors, LLC 0.00% No change 5 $222
Dunhill Financial, LLC 0.00% Reduce -20.0% 4 $201
Birchbrook, Inc. 0.00% No change 4 $188
Capital A Wealth Management, LLC 0.00% New 6 $182
Abound Wealth Management 0.00% Reduce -20.0% 4 $178
Bruce G. Allen Investments, LLC 0.00% No change 4 $178
SJS Investment Consulting Inc. 0.00% Reduce -42.9% 4 $178
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $178
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 3 $133
SBI Securities Co., Ltd. 0.00% No change 3 $133
Pineridge Advisors LLC 0.00% No change 3 $133
SouthState Bank Corp 0.00% Reduce -93.8% 2 $89
Grove Bank & Trust 0.00% Reduce -81.8% 2 $89
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $45
Kilter Group LLC 0.00% New 1 $45
Parkworth Wealth Management, Inc. 0.00% No change 1 $44
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.