PhiniaPHIN

13F holders, Q4 2025 (December 31)
369holders +14
41new positions
35sold out
8famous investors
$62.70avg. 13F price*

At the end of Q4 2025, 369 institutions reported holding Phinia Inc. (PHIN) in their 13F filings, up 14 from Q3 2025. 41 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($360.3M), Vanguard Group Inc. ($282.7M) and Dimensional Fund Advisors LP ($144.3M). 8 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

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions41$39.4M
Exits35$33.9M

All 13F filers, Q3 2025 → Q4 2025: 3,254,250 shares bought and 2,981,172 shares sold, net +273,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 369 holders

BlackRock, Inc. 0.01% Add +1.4% 5,746,970 $360.3M
Vanguard Group Inc. 0.00% Add +1.0% 4,510,133 $282.7M
Dimensional Fund Advisors LP 0.03% Add +2.0% 2,301,996 $144.3M
Voss Capital, LP 5.76% Add +2.8% 1,727,468 $108.3M
American Century Companies Inc. 0.05% Reduce -1.9% 1,610,005 $100.9M
State Street Corp. 0.00% Reduce -2.6% 1,525,245 $95.6M
LSV Asset Management 0.18% Reduce -1.7% 1,341,734 $84.1M
FMR LLC 0.00% Add +95.8% 1,278,447 $80.1M
Geode Capital Management, LLC 0.00% Reduce -0.8% 1,139,519 $71.4M
Goldman Sachs Group Inc. 0.01% Reduce -26.4% 944,094 $59.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.1% 704,153 $44.1M
Morgan Stanley 0.00% Reduce -5.9% 670,346 $42.0M
Freestone Grove Partners LP 0.25% Add +1206.0% 557,097 $34.9M
Arrowstreet Capital, Limited Partnership 0.02% Add +269.5% 550,567 $34.5M
ION Fund Management Ltd 4.12% — 515,000 $32.3M
UBS Group AG 0.01% Add +7.0% 498,738 $31.3M
Invesco Ltd. 0.00% Add +8.3% 469,567 $29.4M
Northern Trust Corp. 0.00% Reduce -5.6% 443,572 $27.8M
Lodge Hill Capital, LLC 5.12% Add +17.7% 432,330 $27.1M
Teacher Retirement System of Texas 0.09% Reduce -5.0% 395,345 $24.8M
Bank of New York Mellon Corp 0.00% Add +6.5% 389,958 $24.4M
Wellington Management Group LLP 0.00% Add +0.8% 367,128 $23.0M
Bridgeway Capital Management, LLC 0.46% Reduce -1.7% 350,139 $22.0M
Qube Research & Technologies Ltd 0.03% Reduce -8.6% 346,131 $21.7M
Prevatt Capital Ltd 5.80% New 320,000 $20.1M
Medina Value Partners, LLC 4.39% Reduce -17.6% 299,950 $18.8M
JPMorgan Chase & Co. 0.00% Reduce -18.6% 292,671 $18.3M
Advisory Research Inc. 2.12% Reduce -1.6% 269,625 $16.9M
Banyan Capital Management, Inc. 7.08% Reduce -0.4% 259,902 $16.3M
Heartland Advisors Inc. 0.87% Reduce -0.0% 257,000 $16.1M
Bank of America Corp. 0.00% Reduce -18.0% 245,393 $15.4M
HITE Hedge Asset Management LLC 0.97% Reduce -13.1% 241,116 $15.1M
Principal Financial Group Inc. 0.01% Add +3.9% 221,619 $13.9M
Russell Investments Group, Ltd. 0.01% Reduce -0.2% 205,243 $12.9M
Ancora Advisors LLC 0.26% Add +10.0% 201,174 $12.6M
Victory Capital Management Inc. 0.01% Add +0.5% 201,129 $12.6M
Empowered Funds, LLC 0.19% Add +4.0% 178,499 $11.2M
Engine Capital Management, LP 1.48% No change 170,622 $10.7M
Public Sector Pension Investment Board 0.04% Reduce -3.1% 167,138 $10.5M
Kestrel Investment Management Corp. 5.88% Reduce -3.4% 165,400 $10.4M
Ameriprise Financial Inc. 0.00% Add +27.8% 164,042 $10.3M
Storebrand Asset Management As 0.03% Add +6.6% 161,742 $10.1M
Sei Investments Co. 0.01% Add +21.1% 153,275 $9.6M
D. E. Shaw & Co. 0.01% Reduce -11.0% 151,741 $9.5M
Atom Investors LP 0.74% Add +53.4% 149,138 $9.3M
Gotham Asset Management 0.03% Add +0.7% 140,240 $8.8M
Ariel Investments 0.09% Reduce -0.0% 140,144 $8.8M
Hillsdale Investment Management Inc. 0.24% New 137,800 $8.6M
Brandywine Global Investment Management, LLC 0.06% Reduce -3.5% 133,554 $8.4M
T. Rowe Price Associates Inc. 0.00% Add +7.6% 125,023 $7.8M
Hotchkis & Wiley Capital Management LLC 0.02% Add +3.2% 124,299 $7.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -0.2% 121,954 $7.7M
Intech Investment Management LLC 0.07% Add +634.1% 119,432 $7.5M
Rhumbline Advisers 0.01% Reduce -4.5% 113,907 $7.1M
Citadel Advisors 0.00% Reduce -52.4% 107,648 $6.7M
Prudential Financial Inc. 0.01% Add +4.3% 107,069 $6.7M
ExodusPoint Capital Management, LP 0.07% Add +115.2% 105,766 $6.6M
Peregrine Capital Management LLC 0.20% Reduce -30.1% 104,097 $6.5M
Legal & General Group Plc 0.00% Reduce -5.3% 100,145 $6.3M
Barclays PLC 0.00% Add +78.5% 99,847 $6.3M
Voloridge Investment Management, LLC 0.02% Reduce -1.7% 95,479 $6.0M
Schroder Investment Management Group 0.00% Add +32.7% 91,675 $5.8M
Nuveen, LLC 0.00% Reduce -2.0% 92,332 $5.8M
Millennium Management 0.00% Reduce -43.4% 88,490 $5.5M
Swiss National Bank 0.00% Reduce -0.7% 76,716 $4.8M
O'shaughnessy Asset Management, LLC 0.03% Reduce -20.2% 75,898 $4.8M
State of Wisconsin Investment Board 0.01% Add +49.8% 73,095 $4.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.6% 72,726 $4.6M
Two Sigma Investments, LP 0.01% Add +67.8% 72,500 $4.5M
GAMCO Investors 0.04% Add +5.5% 67,800 $4.3M
Swedbank AB 0.00% No change 66,752 $4.2M
Great Lakes Advisors, LLC 0.03% Reduce -22.6% 64,743 $4.1M
Trexquant Investment LP 0.04% Reduce -29.7% 64,395 $4.0M
Gabelli Funds LLC 0.03% Reduce -2.0% 63,700 $4.0M
Hancock Whitney Corp. 0.07% Add +1.1% 63,326 $4.0M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -70.1% 60,836 $3.8M
New York State Teachers Retirement System 0.01% Reduce -1.1% 60,056 $3.8M
AQR Capital Management 0.00% Add +1.1% 56,818 $3.6M
Wells Fargo & Company 0.00% Add +32.5% 56,245 $3.5M
Bessemer Group Inc. 0.01% Add +5383.9% 55,991 $3.5M
First Trust Advisors LP 0.00% Reduce -86.5% 55,490 $3.5M
Alliancebernstein L.P. 0.00% Reduce -0.3% 53,371 $3.3M
Knights of Columbus Asset Advisors LLC 0.17% Reduce -3.3% 48,677 $3.1M
Caxton Associates LLP 0.06% No change 46,065 $2.9M
Hudson Bay Capital Management LP 0.02% Reduce -31.0% 45,988 $2.9M
ABS Direct Equity Fund LLC 3.36% Reduce -10.0% 45,000 $2.8M
Capital Fund Management S.A. 0.03% Reduce -15.0% 43,299 $2.7M
Royce & Associates LP 0.03% Reduce -20.8% 42,998 $2.7M
Steigerwald, Gordon & Koch Inc. 0.26% Reduce -2.2% 41,990 $2.6M
Algert Global LLC 0.04% Add +4.5% 41,578 $2.6M
Ballast Asset Management, LP 1.22% Reduce -3.4% 41,122 $2.6M
CWA Asset Management Group, LLC 0.09% Add +2.5% 40,008 $2.5M
Susquehanna International Group, LLP 0.00% Add +79.8% 38,052 $2.4M
California State Teachers Retirement System 0.00% Add +2.5% 37,826 $2.4M
Y-Intercept (Hong Kong) Ltd 0.05% Add +60.2% 37,447 $2.3M
HRT Financial LP 0.01% Reduce -39.5% 36,099 $2.3M
Rock Creek Group LLC 0.25% Reduce -12.5% 35,000 $2.2M
Creative Planning 0.00% Add +127.1% 33,859 $2.1M
CIBC Private Wealth Group LLC 0.00% Reduce -3.6% 33,309 $2.1M
Villanova Investment Management Co LLC 1.46% Reduce -27.9% 33,136 $2.1M
Meeder Asset Management Inc. 0.11% Add +1836.1% 32,140 $2.0M
Deutsche Bank AG 0.00% Reduce -14.7% 30,229 $1.9M
Squarepoint Ops LLC 0.00% Add +121.6% 27,704 $1.7M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -21.6% 27,559 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -5.9% 26,416 $1.7M
BNP Paribas Financial Markets 0.00% Add +161.4% 25,198 $1.6M
Holocene Advisors, LP 0.00% Reduce -76.2% 25,030 $1.6M
Wittenberg Investment Management, Inc. 0.57% Reduce -33.8% 23,507 $1.5M
Advisors Preferred, LLC 0.24% New 22,645 $1.5M
Quantinno Capital Management LP 0.00% Add +15.6% 23,293 $1.5M
Tocqueville Asset Management L.P. 0.02% Reduce -0.6% 21,946 $1.4M
MetLife Investment Management, LLC 0.01% Reduce -5.6% 21,599 $1.4M
State of Alaska, Department of Revenue 0.01% Reduce -0.0% 21,627 $1.4M
Mariner, LLC 0.00% Reduce -6.3% 20,911 $1.3M
Ritholtz Wealth Management 0.02% Reduce -23.8% 20,757 $1.3M
Capstone Investment Advisors, LLC 0.01% Add +303.2% 20,267 $1.3M
Illinois Municipal Retirement Fund 0.02% Reduce -6.2% 19,737 $1.2M
Two Sigma Advisers, LP 0.00% Add +1.6% 19,400 $1.2M
Janus Henderson Group PLC 0.00% No change 18,000 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.3% 17,783 $1.1M
SG Americas Securities, LLC 0.00% Add +26.8% 17,717 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.4% 17,667 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -1.7% 17,600 $1.1M
Nisa Investment Advisors, LLC 0.00% Add +0.1% 17,182 $1.1M
US Bancorp \de 0.00% Reduce -1.5% 17,051 $1.1M
Verition Fund Management LLC 0.01% Reduce -63.0% 16,600 $1.0M
Schonfeld Strategic Advisors LLC 0.01% New 16,452 $1.0M
Sanctuary Advisors, LLC 0.01% Reduce -45.3% 16,313 $1.0M
Weiss Asset Management LP 0.02% New 16,213 $1.0M
XTX Topco Ltd 0.03% New 16,197 $1.0M
SkyView Investment Advisors, LLC 0.12% Reduce -0.2% 15,744 $987K
STRS Ohio 0.00% Reduce -1.3% 15,600 $978K
Citigroup Inc. 0.00% Reduce -17.8% 15,117 $948K
Fractal Investments LLC 0.13% Add +12.9% 14,900 $934K
KLP Kapitalforvaltning As 0.00% Add +2.0% 14,900 $934K
Handelsbanken Fonder AB 0.00% Add +36.7% 14,900 $934K
Long Road Investment Counsel, LLC 0.35% Add +0.7% 14,826 $929K
Cambria Investment Management, L.P. 0.05% New 14,281 $895K
Elo Mutual Pension Insurance Co 0.01% Add +9.5% 13,969 $876K
State of Tennessee, Department of Treasury 0.00% Reduce -20.3% 12,146 $864K
Commerce Bank 0.00% No change 13,647 $856K
State Board of Administration of Florida Retirement System 0.00% No change 13,303 $834K
Versor Investments LP 0.13% Add +58.0% 12,952 $812K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 12,817 $803K
Nomura Asset Management International Inc. 0.00% — 12,800 $802K
New York State Common Retirement Fund 0.00% No change 12,697 $796K
Searle & Co. 0.20% No change 12,500 $784K
First Citizens Bank & Trust Co. 0.02% Reduce -5.2% 12,366 $775K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -5.2% 12,191 $764K
Sterling Capital Management LLC 0.01% Reduce -4.0% 11,415 $716K
Fox Run Management, L.L.C. 0.11% Reduce -41.9% 11,294 $708K
Vident Advisory, LLC 0.01% Add +7.0% 11,286 $708K
Amalgamated Bank 0.01% Add +2.1% 11,252 $705K
Yousif Capital Management, LLC 0.01% Reduce -13.6% 10,408 $704K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.3% 10,176 $685K
Horizon Investments, LLC 0.01% Reduce -17.1% 10,901 $683K
Arizona State Retirement System 0.00% Reduce -8.3% 10,804 $677K
CHICAGO TRUST Co NA 0.11% Reduce -0.8% 10,733 $673K
Centiva Capital, LP 0.04% New 10,285 $645K
Old North State Wealth Management, LLC 0.30% Add +2.5% 10,253 $643K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -6.5% 10,216 $640K
Natixis Advisors, LLC 0.00% Reduce -2.9% 10,086 $632K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -4.0% 9,517 $597K
Canada Pension Plan Investment Board 0.00% New 9,400 $589K
State of Wyoming 0.06% Add +264.8% 9,376 $588K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -13.5% 9,290 $582K
Tidal Investments LLC 0.00% New 9,210 $577K
Comerica Bank 0.00% Reduce -20.6% 9,176 $575K
Ethic Inc. 0.01% Reduce -31.3% 9,054 $568K
Nomura Holdings Inc. 0.00% Add +58.4% 9,033 $566K
OneDigital Investment Advisors LLC 0.01% Reduce -1.2% 9,017 $565K
Janney Montgomery Scott LLC 0.00% Reduce -4.2% 8,889 $557K
Oregon Public Employees Retirement Fund 0.01% No change 8,748 $548K
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.4% 8,748 $548K
Watershed Asset Management, L.L.C. 0.49% — 8,303 $521K
Brooklyn Investment Group 0.02% New 8,143 $502K
Mirabella Financial Services LLP 0.05% New 7,962 $499K
GMO 0.00% Reduce -5.8% 7,774 $487K
Panagora Asset Management Inc. 0.00% Add +68.3% 7,750 $486K
Cerity Partners LLC 0.00% Add +91.8% 7,480 $469K
AlphaQuest LLC 0.03% Reduce -84.0% 7,455 $467K
ProShare Advisors LLC 0.00% Add +1.9% 7,409 $464K
Mercer Global Advisors Inc. 0.00% Reduce -1.9% 7,013 $440K
Neuberger Berman Group LLC 0.00% Add +14.7% 6,914 $433K
Focus Partners Wealth 0.00% Add +10.4% 6,844 $429K
Quadrant Capital Group LLC 0.01% No change 6,757 $424K
Captrust Financial Advisors 0.00% Reduce -2.8% 6,746 $423K
Oppenheimer Asset Management Inc. 0.01% Reduce -1.5% 6,745 $423K
Voya Investment Management LLC 0.00% Reduce -71.3% 6,698 $420K
Royal Bank of Canada 0.00% Add +10.8% 6,537 $410K
Engineers Gate Manager LP 0.00% Reduce -54.9% 6,447 $404K
Jane Street Group, LLC 0.00% Reduce -98.2% 6,141 $385K
Advisors Asset Management, Inc. 0.01% Add +6.1% 5,932 $372K
Pictet Asset Management Holding SA 0.00% No change 5,916 $371K
Acorn Financial Advisory Services Inc. 0.05% Add +2.7% 5,816 $365K
Harvest Fund Management Co., Ltd 0.01% Add +120.7% 5,790 $363K
Maryland State Retirement & Pension System 0.01% No change 5,593 $351K
Bank of Montreal 0.00% Reduce -18.2% 5,560 $349K
Optimize Financial Inc. 0.17% Add +1.4% 5,486 $344K
Los Angeles Capital Management LLC 0.00% Reduce -57.6% 6,579 $341K
Pathstone Holdings, LLC 0.00% Reduce -2.5% 5,379 $337K
Balyasny Asset Management L.P. 0.00% Reduce -21.1% 5,351 $335K
Public Employees Retirement Association of Colorado 0.00% No change 5,040 $316K
LPL Financial LLC 0.00% Add +1.7% 4,961 $311K
Martingale Asset Management L P 0.01% New 4,955 $311K
iSAM Funds (UK) Ltd 0.11% Reduce -54.5% 4,850 $304K
PNC Financial Services Group, Inc. 0.00% Reduce -1.1% 4,702 $295K
Profund Advisors LLC 0.01% New 4,697 $294K
Amundi 0.00% Reduce -35.5% 4,594 $288K
Guggenheim Capital LLC 0.00% New 4,560 $286K
Corient Private Wealth LP 0.00% Reduce -36.6% 4,421 $277K
Mutual of America Capital Management LLC 0.00% Add +0.8% 4,394 $275K
Baron Wealth Management LLC 0.08% Reduce -1.9% 4,281 $268K
Mangrove Partners Im, LLC 0.02% New 4,236 $266K
State of Michigan Retirement System 0.00% No change 4,218 $264K
Shelton Capital Management 0.01% Reduce -5.7% 4,160 $261K
EP Wealth Advisors, LLC 0.00% — 4,037 $253K
CIBC Asset Management Inc 0.00% New 3,980 $250K
Perbak Capital Partners LLP 0.08% Reduce -63.7% 3,947 $247K
Citizens Financial Group Inc. 0.00% Add +2.2% 3,910 $245K
United Capital Financial Advisors, LLC 0.00% New 3,785 $237K
Lazard Asset Management LLC 0.00% Reduce -3.0% 3,733 $234K
Aristides Capital LLC 0.08% Reduce -24.2% 3,659 $229K
McMillan Office, Inc. 0.03% — 3,600 $226K
Envestnet Asset Management Inc. 0.00% Reduce -59.1% 3,561 $223K
Praxis Investment Management Inc. 0.01% New 3,280 $206K
One Wealth Advisors, LLC 0.03% Reduce -25.1% 3,278 $205K
Ameritas Investment Partners, Inc. 0.01% No change 3,220 $202K
Osaic Holdings, Inc. 0.00% Reduce -1.5% 3,201 $201K
Quent Capital, LLC 0.01% No change 3,081 $193K
Ensign Peak Advisors, Inc 0.00% Reduce -69.3% 2,806 $176K
Parallax Volatility Advisers, L.P. 0.01% New 2,738 $172K
Pinnacle Wealth Planning Services, Inc. 0.02% New 2,443 $153K
Group One Trading LLC 0.00% New 1,790 $112K
Rothschild Investment LLC 0.01% Add +0.8% 1,753 $110K
Central Pacific Bank - Trust Division 0.01% No change 1,600 $100K
Jones Financial Companies LLLP 0.00% Add +1.9% 1,464 $92K
GAMMA Investing LLC 0.00% No change 1,458 $91K
KBC Group NV 0.00% No change 1,422 $89K
Tower Research Capital LLC (TRC) 0.00% Reduce -58.3% 1,413 $89K
Cwm, LLC 0.00% Reduce -5.1% 1,374 $86K
Public Employees Retirement System of Ohio 0.00% Reduce -68.5% 1,362 $85K
C M Bidwell & Associates Ltd. 0.04% Add +0.8% 1,344 $84K
Kestra Advisory Services, LLC 0.00% New 1,341 $84K
Global Retirement Partners, LLC 0.00% Add +2529.2% 1,262 $79K
Hantz Financial Services, Inc. 0.00% Add +76.7% 979 $61K
MAI Capital Management 0.00% No change 917 $57K
TD Waterhouse Canada Inc. 0.00% No change 900 $56K
Whittier Trust Co. 0.00% No change 829 $56K
Steward Partners Investment Advisory, LLC 0.00% No change 809 $51K
Federation des caisses Desjardins du Quebec 0.00% Add +2500.0% 780 $49K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.9% 756 $47K
EMC Capital Management 0.02% Reduce -15.0% 742 $47K
MassMutual Private Wealth & Trust, FSB 0.00% No change 723 $45K
IFP Advisors, Inc 0.00% Reduce -0.1% 669 $42K
CX Institutional 0.00% Reduce -1.2% 656 $41K
Smartleaf Asset Management LLC 0.00% Reduce -2.1% 644 $41K
Nomura Asset Management Co. Ltd. 0.00% No change 570 $36K
Fifth Third Bancorp 0.00% Reduce -2.5% 544 $34K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +28.4% 506 $32K
Global Trust Asset Management, LLC 0.01% Reduce -0.4% 458 $29K
Larson Financial Group LLC 0.00% Add +151.5% 425 $27K
Basecamp Wealth Advisors LLC 0.01% — 417 $26K
Signaturefd, LLC 0.00% Reduce -5.3% 415 $26K
Farther Finance Advisors, LLC 0.00% Add +5.6% 357 $22K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.7% 349 $22K
Assetmark, Inc. 0.00% No change 350 $22K
Rockefeller Capital Management L.P. 0.00% Add +33.0% 347 $22K
Rosenberg Matthew Hamilton 0.00% No change 310 $19K
UMB Bank, n.a. 0.00% Add +20.6% 310 $19K
Parallel Advisors, LLC 0.00% Add +3.5% 293 $18K
Eastern Bank 0.00% New 277 $17K
Colonial Trust Advisors 0.00% No change 275 $17K
Investors Research Corp 0.00% No change 270 $17K
Whittier Trust Co. of Nevada Inc. 0.00% No change 216 $15K
Olistico Wealth, LLC 0.01% New 212 $13K
Allworth Financial LP 0.00% Add +12.8% 203 $13K
Wolff Wiese Magana LLC 0.01% No change 201 $13K
Montag A & Associates Inc. 0.00% No change 180 $11K
JFS Wealth Advisors, LLC 0.00% Add +0.6% 176 $11K
Capital Analysts, LLC 0.00% No change 177 $11K
Sunbelt Securities, Inc. 0.00% No change 169 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 154 $10K
Oakworth Capital, Inc. 0.00% Reduce -86.7% 147 $9K
CENTRAL TRUST Co 0.00% No change 144 $9K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 131 $8K
Torren Management, LLC 0.00% — 126 $8K
Versant Capital Management, Inc 0.00% No change 123 $8K
Private Wealth Asset Management, LLC 0.00% No change 120 $8K
Parkside Financial Bank & Trust 0.00% Add +37.3% 103 $6K
DV Trading LLC 0.00% — 100 $6K
Simplex Trading, LLC 0.00% New 99 $6K
Cromwell Holdings LLC 0.00% No change 98 $6K
Dogwood Wealth Management LLC 0.00% No change 97 $6K
Federated Hermes, Inc. 0.00% Reduce -71.2% 92 $6K
WPG Advisers, LLC 0.00% Reduce -6.5% 86 $5K
LRI Investments, LLC 0.00% No change 85 $5K
Sittner & Nelson, LLC 0.00% No change 60 $4K
NewEdge Advisors, LLC 0.00% No change 69 $4K
TD Private Client Wealth LLC 0.00% No change 67 $4K
Covestor Ltd 0.00% Reduce -70.6% 57 $4K
MCF Advisors LLC 0.00% No change 56 $4K
Curat Global, LLC 0.00% No change 53 $3K
Bell Investment Advisors, Inc 0.00% No change 53 $3K
SBI Securities Co., Ltd. 0.00% Add +1666.7% 53 $3K
Strengthening Families & Communities, LLC 0.00% Reduce -18.5% 53 $3K
CVA Family Office, LLC 0.00% No change 45 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 40 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -38.3% 37 $2K
High Note Wealth, LLC 0.00% Add +12.5% 36 $2K
IMA Advisory Services, Inc. 0.00% New 36 $2K
International Assets Investment Management, LLC 0.00% New 35 $2K
Flagship Harbor Advisors, LLC 0.00% New 34 $2K
Optiver Holding B.V. 0.00% Reduce -75.9% 33 $2K
Blue Trust, Inc. 0.00% No change 31 $2K
Sound Income Strategies, LLC 0.00% New 26 $2K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 26 $2K
Ares Financial Consulting, LLC 0.00% — 25 $2K
Financially Speaking Inc 0.00% No change 24 $2K
Physician Wealth Advisors, Inc. 0.00% No change 24 $2K
Nemes Rush Group LLC 0.00% New 23 $1K
Huntington National Bank 0.00% Reduce -8.7% 21 $1K
SHP Wealth Management 0.00% — 20 $1K
Farmers & Merchants Investments Inc. 0.00% No change 20 $1K
Measured Wealth Private Client Group, LLC 0.00% Reduce -50.0% 19 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 19 $1K
Arax Advisory Partners 0.00% Reduce -90.3% 19 $1K
Financial Network Wealth Advisors LLC 0.00% No change 18 $1K
Westside Investment Management, Inc. 0.00% No change 18 $1K
Camelot Portfolios, LLC 0.00% New 17 $1K
MTM Investment Management, LLC 0.00% No change 17 $1K
Prestige Wealth Management Group LLC 0.00% No change 17 $1K
Fortitude Family Office, LLC 0.00% No change 16 $1K
Root Financial Partners, LLC 0.00% Add +23.1% 16 $1K
Capital Advisors, Ltd. LLC 0.00% No change 18 $1K
Manchester Capital Management LLC 0.00% Add +75.0% 14 $878
Essential Partners LLC 0.00% Reduce -27.8% 13 $816
Red Tortoise LLC 0.00% No change 12 $752
Bare Financial Services, Inc 0.00% New 12 $752
Transamerica Financial Advisors, LLC 0.00% Add +10.0% 11 $690
JNBA Financial Advisors 0.00% New 11 $690
Key Financial Inc 0.00% No change 10 $627
Sachetta, LLC 0.00% No change 8 $502
Private Wealth Management Group, LLC 0.00% No change 8 $502
Brown Brothers Harriman & Co. 0.00% New 8 $502
DecisionPoint Financial, LLC 0.00% No change 6 $377
Battery Global Advisors, LLC 0.00% New 6 $376
Lanark Financial, Inc. 0.00% No change 6 $376
Dunhill Financial, LLC 0.00% No change 5 $323
True Wealth Design, LLC 0.00% No change 5 $314
Meramec Financial Planners, LLC 0.00% — 4 $295
Birchbrook, Inc. 0.00% No change 4 $268
Bruce G. Allen Investments, LLC 0.00% No change 4 $251
Gilpin Wealth Management, LLC 0.00% — 4 $251
Elevated Capital Advisors, LLC 0.00% New 4 $251
Abound Wealth Management 0.00% No change 4 $251
SJS Investment Consulting Inc. 0.00% No change 4 $251
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $251
Arcadia Investment Management Corp. 0.00% New 2 $126
Ankerstar Wealth, LLC 0.00% — 2 $125
Grove Bank & Trust 0.00% No change 2 $125
Inspire Investing, LLC 0.00% New 2 $125
Cullen/Frost Bankers, Inc. 0.00% New 1 $63
SouthState Bank Corp 0.00% No change 1 $63
AdvisorNet Financial, Inc 0.00% Reduce -99.1% 1 $63
Cedar Mountain Advisors, LLC 0.00% No change 1 $63
Seneschal Advisors, LLC 0.00% No change 1 $63
Kilter Group LLC 0.00% No change 1 $63
Avion Wealth 0.00% No change 10 $0

"% of holder's portfolio" is PHIN's weight in each manager's 13F, not the share of Phinia Inc. the manager owns.