PhiniaPHIN
13F holders, Q3 2025 (September 30)355holders +22
58new positions
32sold out
9famous investors
$57.48avg. 13F price*
At the end of Q3 2025, 355 institutions reported holding Phinia Inc. (PHIN) in their 13F filings, up 22 from Q2 2025. 58 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($325.7M), Vanguard Group Inc. ($256.7M) and Dimensional Fund Advisors LP ($129.7M). 9 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Phinia Inc.
- CUSIP
- 71880K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $58.6M |
| Exits | 32 | $92.3M |
All 13F filers, Q2 2025 → Q3 2025: 3,800,056 shares bought and 5,075,655 shares sold, net −1,275,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| BlackRock, Inc. | 0.01% | Reduce -3.7% | 5,666,948 | $325.7M |
| Vanguard Group Inc. | 0.00% | Reduce -3.2% | 4,465,534 | $256.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.5% | 2,256,782 | $129.7M |
| Voss Capital, LP | 5.55% | Reduce -26.6% | 1,680,000 | $96.6M |
| American Century Companies Inc. | 0.05% | Add +4.8% | 1,641,916 | $94.4M |
| State Street Corp. | 0.00% | Reduce -3.2% | 1,565,656 | $90.0M |
| LSV Asset Management | 0.17% | Add +13.8% | 1,364,534 | $78.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.0% | 1,282,753 | $73.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.0% | 1,149,073 | $66.1M |
| Morgan Stanley | 0.00% | Add +5.5% | 712,588 | $41.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.3% | 712,210 | $40.9M |
| FMR LLC | 0.00% | Add +152.8% | 653,096 | $37.5M |
| Ion Asset Management Ltd. | 3.75% | Reduce -14.7% | 533,469 | $30.7M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 469,899 | $27.0M |
| UBS Group AG | 0.01% | Add +222.9% | 466,053 | $26.8M |
| Invesco Ltd. | 0.00% | Reduce -12.9% | 433,732 | $24.9M |
| Teacher Retirement System of Texas | 0.10% | Add +92.2% | 416,328 | $23.9M |
| First Trust Advisors LP | 0.02% | Reduce -45.5% | 410,395 | $23.6M |
| Qube Research & Technologies Ltd | 0.03% | Add +64.4% | 378,477 | $21.8M |
| Lodge Hill Capital, LLC | 3.77% | Add +37.4% | 367,330 | $21.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 366,108 | $21.0M |
| Medina Value Partners, LLC | 4.89% | Reduce -25.6% | 364,144 | $20.9M |
| Wellington Management Group LLP | 0.00% | Reduce -0.6% | 364,089 | $20.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.6% | 359,429 | $20.7M |
| Bridgeway Capital Management, LLC | 0.44% | Reduce -0.0% | 356,332 | $20.5M |
| Jane Street Group, LLC | 0.02% | Add +119.3% | 345,508 | $19.9M |
| Bank of America Corp. | 0.00% | Add +15.5% | 299,406 | $17.2M |
| HITE Hedge Asset Management LLC | 0.87% | Reduce -38.3% | 277,528 | $16.0M |
| Advisory Research Inc. | 2.07% | Reduce -16.9% | 273,930 | $15.7M |
| Banyan Capital Management, Inc. | 6.81% | Add +3.2% | 261,018 | $15.0M |
| Heartland Advisors Inc. | 0.78% | Add +157.0% | 257,018 | $14.8M |
| Citadel Advisors | 0.01% | Add +50.2% | 226,062 | $13.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 213,219 | $12.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +36.3% | 205,563 | $11.8M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Reduce -9.6% | 203,424 | $11.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -33.1% | 200,116 | $11.5M |
| Ancora Advisors LLC | 0.21% | Reduce -6.2% | 182,900 | $10.5M |
| Public Sector Pension Investment Board | 0.04% | Add +7.3% | 172,547 | $9.9M |
| Empowered Funds, LLC | 0.10% | Reduce -5.9% | 171,592 | $9.9M |
| Kestrel Investment Management Corp. | 5.55% | No change | 171,300 | $9.8M |
| Engine Capital Management, LP | 1.16% | No change | 170,622 | $9.8M |
| D. E. Shaw & Co. | 0.01% | Add +946.4% | 170,580 | $9.8M |
| Millennium Management | 0.01% | Add +95.2% | 156,266 | $9.0M |
| Storebrand Asset Management As | 0.02% | No change | 151,742 | $8.7M |
| Peregrine Capital Management LLC | 0.26% | Reduce -0.3% | 149,030 | $8.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 149,013 | $8.6M |
| Ariel Investments | 0.09% | Reduce -0.0% | 140,152 | $8.1M |
| Gotham Asset Management | 0.03% | Reduce -8.3% | 139,303 | $8.0M |
| Stifel Financial Corp. | 0.01% | Reduce -19.9% | 138,714 | $8.0M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -3.5% | 138,354 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Add +17.5% | 128,370 | $7.4M |
| Sei Investments Co. | 0.01% | Add +14.8% | 126,566 | $7.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +76.5% | 122,151 | $7.0M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -16.8% | 120,449 | $6.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.9% | 119,292 | $6.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -28.2% | 116,172 | $6.7M |
| Legal & General Group Plc | 0.00% | Reduce -7.0% | 105,698 | $6.1M |
| Holocene Advisors, LP | 0.01% | New | 105,289 | $6.1M |
| Prudential Financial Inc. | 0.01% | Add +147.2% | 102,695 | $5.9M |
| Atom Investors LP | 0.42% | Reduce -18.0% | 97,201 | $5.6M |
| Voloridge Investment Management, LLC | 0.02% | Add +555.2% | 97,138 | $5.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -13.8% | 95,119 | $5.5M |
| Nuveen, LLC | 0.00% | Reduce -3.1% | 94,269 | $5.4M |
| Trexquant Investment LP | 0.05% | New | 91,646 | $5.3M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -42.1% | 83,686 | $4.8M |
| Swiss National Bank | 0.00% | Add +1.6% | 77,216 | $4.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -44.4% | 72,314 | $4.2M |
| Schroder Investment Management Group | 0.00% | New | 69,077 | $3.9M |
| SG Capital Management LLC | 0.39% | New | 67,817 | $3.9M |
| Assenagon Asset Management S.A. | 0.01% | New | 67,251 | $3.9M |
| Tudor Investment Corporation | 0.03% | New | 66,980 | $3.9M |
| Swedbank AB | 0.00% | No change | 66,752 | $3.8M |
| Hudson Bay Capital Management LP | 0.03% | Reduce -47.0% | 66,623 | $3.8M |
| Gabelli Funds LLC | 0.03% | Reduce -1.8% | 65,000 | $3.7M |
| GAMCO Investors | 0.04% | Reduce -5.1% | 64,240 | $3.7M |
| Hancock Whitney Corp. | 0.07% | Add +0.5% | 62,643 | $3.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.3% | 60,729 | $3.5M |
| HRT Financial LP | 0.01% | Add +61.3% | 59,632 | $3.4M |
| Barclays PLC | 0.00% | Reduce -28.5% | 55,921 | $3.2M |
| AQR Capital Management | 0.00% | Add +58.3% | 56,173 | $3.2M |
| Royce & Associates LP | 0.03% | Add +16.9% | 54,290 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.4% | 53,529 | $3.1M |
| Capital Fund Management S.A. | 0.03% | Add +0.9% | 50,939 | $2.9M |
| Knights of Columbus Asset Advisors LLC | 0.17% | Add +3.4% | 50,320 | $2.9M |
| ABS Direct Equity Fund LLC | 4.11% | Reduce -28.6% | 50,000 | $2.9M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -62.4% | 49,143 | $2.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -5.2% | 48,805 | $2.8M |
| AlphaQuest LLC | 0.17% | Add +10.7% | 46,476 | $2.7M |
| Caxton Associates LLP | 0.07% | New | 46,065 | $2.6M |
| Villanova Investment Management Co LLC | 1.83% | Add +26.3% | 45,966 | $2.6M |
| Verition Fund Management LLC | 0.02% | Add +19.2% | 44,826 | $2.6M |
| Two Sigma Investments, LP | 0.00% | New | 43,200 | $2.5M |
| Steigerwald, Gordon & Koch Inc. | 0.24% | Reduce -0.7% | 42,949 | $2.5M |
| Freestone Grove Partners LP | 0.02% | New | 42,655 | $2.5M |
| Ballast Asset Management, LP | 1.12% | Add +2.8% | 42,557 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +8.2% | 42,461 | $2.4M |
| Rock Creek Group LLC | 0.24% | Reduce -2.2% | 40,000 | $2.3M |
| Algert Global LLC | 0.04% | Add +18.0% | 39,798 | $2.3M |
| CWA Asset Management Group, LLC | 0.08% | Add +6.6% | 39,031 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -8.0% | 36,908 | $2.1M |
| Wittenberg Investment Management, Inc. | 0.81% | No change | 35,507 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +10.9% | 35,449 | $2.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +736.6% | 35,170 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.8% | 34,562 | $2.0M |
| Marshall Wace, LLP | 0.00% | Add +331.9% | 34,347 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.55% | New | 33,315 | $1.9M |
| Twinbeech Capital LP | 0.07% | New | 31,940 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | New | 29,794 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.1% | 28,067 | $1.6M |
| Ritholtz Wealth Management | 0.03% | Reduce -9.2% | 27,225 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -65.1% | 24,679 | $1.4M |
| Vest Financial, LLC | 0.02% | Reduce -42.4% | 23,707 | $1.4M |
| Dark Forest Capital Management LP | 0.05% | New | 23,401 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -73.2% | 23,381 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -8.3% | 23,320 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -6.1% | 22,883 | $1.3M |
| Mariner, LLC | 0.00% | Add +7.3% | 22,308 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -4.6% | 22,073 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.8% | 21,636 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.7% | 21,167 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.4% | 21,031 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +12.9% | 20,155 | $1.2M |
| Fox Run Management, L.L.C. | 0.17% | Add +87.0% | 19,450 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Add +46.9% | 19,100 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.9% | 18,591 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -54.5% | 18,381 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 18,000 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -17.1% | 17,908 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.8% | 17,900 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -32.9% | 17,314 | $995K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.6% | 17,163 | $987K |
| Intech Investment Management LLC | 0.01% | Reduce -1.5% | 16,270 | $935K |
| STRS Ohio | 0.00% | Reduce -13.2% | 15,800 | $908K |
| SkyView Investment Advisors, LLC | 0.11% | Add +1.6% | 15,774 | $907K |
| Los Angeles Capital Management LLC | 0.00% | New | 15,501 | $891K |
| State of Tennessee, Department of Treasury | 0.00% | Add +50.0% | 15,243 | $876K |
| Creative Planning | 0.00% | Add +138.3% | 14,909 | $857K |
| Long Road Investment Counsel, LLC | 0.30% | No change | 14,726 | $846K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,600 | $839K |
| Franklin Resources Inc. | 0.00% | Reduce -1.1% | 14,395 | $827K |
| Engineers Gate Manager LP | 0.01% | Add +6.4% | 14,304 | $822K |
| SG Americas Securities, LLC | 0.00% | Add +45.5% | 13,968 | $803K |
| Commerce Bank | 0.00% | No change | 13,647 | $784K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.2% | 13,303 | $765K |
| Fractal Investments LLC | 0.11% | No change | 13,200 | $759K |
| Ethic Inc. | 0.01% | Reduce -8.1% | 13,177 | $757K |
| Horizon Investments, LLC | 0.01% | Add +19.6% | 13,151 | $756K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -2.0% | 13,044 | $750K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.4% | 12,863 | $739K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.3% | 12,817 | $737K |
| Macquarie Group Ltd. | 0.00% | No change | 12,800 | $736K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 12,759 | $733K |
| New York State Common Retirement Fund | 0.00% | No change | 12,697 | $730K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -12.3% | 12,530 | $720K |
| Squarepoint Ops LLC | 0.00% | Reduce -45.3% | 12,501 | $719K |
| Searle & Co. | 0.19% | No change | 12,500 | $719K |
| Yousif Capital Management, LLC | 0.01% | Reduce -19.3% | 12,046 | $692K |
| Sterling Capital Management LLC | 0.01% | Add +15.6% | 11,889 | $683K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 11,778 | $677K |
| Comerica Bank | 0.00% | Reduce -19.5% | 11,555 | $664K |
| Amalgamated Bank | 0.00% | Reduce -3.3% | 11,015 | $633K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +18.3% | 10,927 | $628K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,900 | $627K |
| Perbak Capital Partners LLP | 0.11% | New | 10,880 | $625K |
| CHICAGO TRUST Co NA | 0.09% | Add +5.1% | 10,815 | $622K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -28.6% | 10,735 | $617K |
| iSAM Funds (UK) Ltd | 0.13% | New | 10,647 | $612K |
| Vident Advisory, LLC | 0.01% | Reduce -3.9% | 10,553 | $607K |
| Natixis Advisors, LLC | 0.00% | Add +0.4% | 10,390 | $597K |
| Aristeia Capital, L.L.C. | 0.03% | New | 10,107 | $581K |
| Old North State Wealth Management, LLC | 0.27% | Add +0.5% | 10,003 | $575K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.0% | 9,908 | $570K |
| BNP Paribas Financial Markets | 0.00% | Add +102.5% | 9,641 | $554K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.6% | 10,141 | $549K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 9,283 | $534K |
| AdvisorShares Investments LLC | 0.09% | Reduce -12.5% | 9,256 | $532K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -48.1% | 9,156 | $526K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.4% | 9,124 | $524K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.4% | 8,748 | $503K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.1% | 8,715 | $501K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.3% | 8,541 | $495K |
| GMO | 0.00% | New | 8,255 | $474K |
| Versor Investments LP | 0.09% | New | 8,200 | $471K |
| ProShare Advisors LLC | 0.00% | Reduce -17.5% | 7,268 | $418K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.8% | 7,148 | $411K |
| Corient Private Wealth LP | 0.00% | New | 6,971 | $401K |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 6,940 | $399K |
| Amundi | 0.00% | Add +5.9% | 7,122 | $395K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -2.4% | 6,848 | $394K |
| Bank of Montreal | 0.00% | Reduce -36.9% | 6,795 | $391K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,785 | $390K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.1% | 6,757 | $388K |
| Focus Partners Wealth | 0.00% | Reduce -20.4% | 6,200 | $356K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.1% | 6,029 | $347K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,916 | $340K |
| Royal Bank of Canada | 0.00% | Reduce -91.7% | 5,901 | $339K |
| Nomura Holdings Inc. | 0.00% | Reduce -25.3% | 5,702 | $328K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -4.8% | 5,661 | $325K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -52.2% | 5,593 | $321K |
| Advisors Asset Management, Inc. | 0.01% | Add +7.2% | 5,589 | $321K |
| Pathstone Holdings, LLC | 0.00% | New | 5,519 | $317K |
| Optimize Financial Inc. | 0.16% | New | 5,410 | $311K |
| FourThought Financial Partners, LLC | 0.03% | New | 5,393 | $310K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,040 | $290K |
| Capstone Investment Advisors, LLC | 0.00% | New | 5,027 | $289K |
| LPL Financial LLC | 0.00% | New | 4,880 | $280K |
| Aristides Capital LLC | 0.08% | Reduce -12.6% | 4,829 | $278K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 4,755 | $273K |
| Panagora Asset Management Inc. | 0.00% | No change | 4,605 | $265K |
| Shelton Capital Management | 0.01% | New | 4,412 | $254K |
| One Wealth Advisors, LLC | 0.03% | Reduce -8.8% | 4,379 | $252K |
| Baron Wealth Management LLC | 0.08% | New | 4,366 | $251K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -14.8% | 4,358 | $250K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.2% | 4,324 | $249K |
| State of Michigan Retirement System | 0.00% | New | 4,218 | $242K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,109 | $236K |
| Lombard Odier Asset Management (USA) Corp | 0.06% | New | 4,101 | $236K |
| Cetera Investment Advisers | 0.00% | New | 4,029 | $232K |
| Cerity Partners LLC | 0.00% | New | 3,901 | $224K |
| Lazard Asset Management LLC | 0.00% | Add +559.3% | 3,850 | $221K |
| Citizens Financial Group Inc. | 0.00% | New | 3,827 | $220K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -42.6% | 3,391 | $195K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 3,251 | $189K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -20.0% | 3,220 | $185K |
| Quent Capital, LLC | 0.01% | New | 3,081 | $177K |
| Wolverine Asset Management LLC | 0.01% | Reduce -41.3% | 2,839 | $163K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +1787.8% | 2,624 | $151K |
| State of Wyoming | 0.02% | Add +91.8% | 2,570 | $148K |
| Rothschild Investment LLC | 0.01% | Reduce -0.6% | 1,740 | $100K |
| Meeder Asset Management Inc. | 0.01% | No change | 1,660 | $95K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 1,600 | $92K |
| GAMMA Investing LLC | 0.00% | Add +2.2% | 1,458 | $84K |
| Jones Financial Companies LLLP | 0.00% | Add +296.7% | 1,436 | $83K |
| Cwm, LLC | 0.00% | Add +76.8% | 1,448 | $83K |
| KBC Group NV | 0.00% | No change | 1,422 | $82K |
| C M Bidwell & Associates Ltd. | 0.04% | New | 1,334 | $77K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,245 | $72K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,107 | $64K |
| Bessemer Group Inc. | 0.00% | Add +5.9% | 1,021 | $59K |
| MAI Capital Management | 0.00% | Add +845.4% | 917 | $53K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 900 | $52K |
| EMC Capital Management | 0.02% | No change | 873 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +34.4% | 868 | $50K |
| Whittier Trust Co. | 0.00% | Reduce -6.8% | 829 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +59.3% | 809 | $47K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.7% | 723 | $42K |
| IFP Advisors, Inc | 0.00% | Add +21.2% | 670 | $39K |
| CX Institutional | 0.00% | No change | 664 | $38K |
| Smartleaf Asset Management LLC | 0.00% | Add +38.5% | 658 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 570 | $33K |
| Fifth Third Bancorp | 0.00% | Reduce -2.5% | 558 | $32K |
| Hantz Financial Services, Inc. | 0.00% | Add +31.9% | 554 | $32K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -6.9% | 460 | $26K |
| Signaturefd, LLC | 0.00% | Add +0.9% | 438 | $25K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +27.5% | 394 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -0.6% | 350 | $20K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +60.6% | 355 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.4% | 338 | $19K |
| Federated Hermes, Inc. | 0.00% | Reduce -98.8% | 319 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 310 | $18K |
| Parallel Advisors, LLC | 0.00% | Add +2.2% | 283 | $16K |
| Colonial Trust Advisors | 0.00% | No change | 275 | $16K |
| Quarry LP | 0.00% | New | 274 | $16K |
| Investors Research Corp | 0.00% | Reduce -37.2% | 270 | $16K |
| Rockefeller Capital Management L.P. | 0.00% | New | 261 | $15K |
| UMB Bank, n.a. | 0.00% | Add +13.2% | 257 | $15K |
| Salomon & Ludwin, LLC | 0.00% | New | 242 | $14K |
| Summit Securities Group LLC | 0.00% | Reduce -77.2% | 222 | $13K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.5% | 216 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 201 | $12K |
| Arax Advisory Partners | 0.00% | New | 196 | $11K |
| Principal Securities, Inc. | 0.00% | Add +78.7% | 193 | $11K |
| Covestor Ltd | 0.01% | Reduce -37.2% | 194 | $11K |
| Allworth Financial LP | 0.00% | Add +7.8% | 180 | $10K |
| Montag A & Associates Inc. | 0.00% | No change | 180 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 175 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 177 | $10K |
| Larson Financial Group LLC | 0.00% | Reduce -55.4% | 169 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 169 | $10K |
| Mather Group, Llc. | 0.00% | New | 168 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 154 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 144 | $8K |
| Optiver Holding B.V. | 0.00% | Add +47.3% | 137 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 123 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 120 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 106 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $6K |
| Cromwell Holdings LLC | 0.00% | No change | 98 | $6K |
| Dogwood Wealth Management LLC | 0.00% | No change | 97 | $6K |
| WPG Advisers, LLC | 0.00% | Reduce -1.1% | 92 | $5K |
| LRI Investments, LLC | 0.00% | No change | 85 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 75 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 69 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 68 | $4K |
| TD Private Client Wealth LLC | 0.00% | No change | 67 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -24.4% | 65 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 60 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 60 | $3K |
| MCF Advisors LLC | 0.00% | No change | 56 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -28.4% | 53 | $3K |
| Curat Global, LLC | 0.00% | No change | 53 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 48 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 45 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -23.1% | 40 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 38 | $2K |
| Truvestments Capital LLC | 0.00% | Reduce -77.2% | 33 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 32 | $2K |
| Stone House Investment Management, LLC | 0.00% | New | 32 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 31 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 30 | $2K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 26 | $1K |
| Financially Speaking Inc | 0.00% | No change | 24 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 24 | $1K |
| Huntington National Bank | 0.00% | No change | 23 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +35.7% | 19 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 18 | $1K |
| Essential Partners LLC | 0.00% | New | 18 | $1K |
| Westside Investment Management, Inc. | 0.00% | No change | 18 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 18 | $1K |
| Hemington Wealth Management | 0.00% | No change | 24 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $978 |
| MTM Investment Management, LLC | 0.00% | No change | 17 | $977 |
| Fortitude Family Office, LLC | 0.00% | No change | 16 | $920 |
| Clearstead Trust, LLC | 0.00% | No change | 15 | $863 |
| Root Financial Partners, LLC | 0.00% | New | 13 | $747 |
| Red Tortoise LLC | 0.00% | No change | 12 | $690 |
| JPL Wealth Management, LLC | 0.00% | New | 12 | $690 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 10 | $575 |
| Key Financial Inc | 0.00% | No change | 10 | $574 |
| Sachetta, LLC | 0.00% | No change | 8 | $460 |
| Manchester Capital Management LLC | 0.00% | No change | 8 | $460 |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $460 |
| DecisionPoint Financial, LLC | 0.00% | No change | 6 | $345 |
| Advisory Services Network, LLC | 0.00% | New | 6 | $345 |
| Lanark Financial, Inc. | 0.00% | New | 6 | $344 |
| True Wealth Design, LLC | 0.00% | New | 5 | $288 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $287 |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 5 | $261 |
| Birchbrook, Inc. | 0.00% | No change | 4 | $244 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $234 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $230 |
| Abound Wealth Management | 0.00% | No change | 4 | $230 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 4 | $230 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $230 |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 3 | $172 |
| SBI Securities Co., Ltd. | 0.00% | No change | 3 | $172 |
| Pineridge Advisors LLC | 0.00% | No change | 3 | $172 |
| Grove Bank & Trust | 0.00% | No change | 2 | $115 |
| SouthState Bank Corp | 0.00% | Reduce -50.0% | 1 | $58 |
| Seneschal Advisors, LLC | 0.00% | New | 1 | $58 |
| Kilter Group LLC | 0.00% | No change | 1 | $58 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 1 | $57 |
| Binnacle Investments Inc | 0.00% | New | 1 | $57 |
| Avion Wealth | 0.00% | New | 10 | $0 |
"% of holder's portfolio" is PHIN's weight in each manager's 13F, not the share of Phinia Inc. the manager owns.