PhiniaPHIN

13F holders, Q2 2026 (June 30)
393holders +7
47new positions
38sold out
8famous investors
$82.47avg. 13F price*

At the end of Q2 2026, 393 institutions reported holding Phinia Inc. (PHIN) in their 13F filings, up 7 from Q1 2026. 47 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($477.3M), Vanguard Portfolio Management LLC ($209.1M) and Dimensional Fund Advisors LP ($194.5M). 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions47$35.9M
Exits38$49.1M

All 13F filers, Q1 2026 → Q2 2026: 2,824,349 shares bought and 3,288,666 shares sold, net −464,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 393 holders

BlackRock, Inc. 0.01% Add +1.0% 5,794,628 $477.3M
Vanguard Portfolio Management LLC 0.01% Add +1.0% 2,538,124 $209.1M
Dimensional Fund Advisors LP 0.04% Add +1.1% 2,361,225 $194.5M
FMR LLC 0.01% Add +13.0% 2,276,933 $187.6M
American Century Companies Inc. 0.07% Add +9.3% 1,817,953 $149.7M
State Street Corp. 0.00% Add +5.3% 1,603,644 $132.1M
Vanguard Capital Management LLC 0.00% Reduce -0.5% 1,603,382 $132.1M
LSV Asset Management 0.21% Add +1.8% 1,410,806 $116.2M
Geode Capital Management, LLC 0.01% Add +4.7% 1,225,366 $100.9M
Invesco Ltd. 0.01% Add +4.0% 1,055,326 $86.9M
Goldman Sachs Group Inc. 0.01% Add +0.8% 878,570 $72.4M
Victory Capital Management Inc. 0.04% Reduce -3.3% 772,668 $63.6M
T. Rowe Price Associates Inc. 0.01% Add +424.7% 736,722 $60.7M
Morgan Stanley 0.00% Add +15.0% 640,461 $52.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -10.1% 617,110 $50.8M
ION Fund Management Ltd 5.34% Add +7.4% 547,684 $45.1M
T. Rowe Price Investment Management, Inc. 0.03% Add +43.0% 508,601 $41.9M
Northern Trust Corp. 0.00% Add +3.7% 470,411 $38.7M
Teacher Retirement System of Texas 0.09% Add +24.9% 426,553 $35.1M
UBS Group AG 0.01% Reduce -10.5% 394,129 $32.5M
Prevatt Capital Ltd 6.79% No change 380,000 $31.3M
Bank of New York Mellon Corp 0.01% Reduce -3.7% 368,771 $30.4M
Bridgeway Capital Management, LLC 0.47% Reduce -3.5% 322,014 $26.5M
Wellington Management Group LLP 0.00% Add +1.4% 298,734 $24.6M
Medina Value Partners, LLC 4.81% Add +13.2% 298,155 $24.6M
Bessemer Group Inc. 0.03% Add +249.8% 286,937 $23.6M
Freestone Grove Partners LP 0.15% New 273,442 $22.5M
Vanguard Fiduciary Trust Co. 0.00% Add +4.5% 256,156 $21.1M
Heartland Advisors Inc. 0.93% Reduce -1.9% 252,333 $20.8M
Voss Capital, LP 1.00% Reduce -73.5% 243,317 $20.0M
JPMorgan Chase & Co. 0.00% Reduce -14.4% 224,924 $18.4M
Principal Financial Group Inc. 0.01% Reduce -0.9% 207,915 $17.1M
Banyan Capital Management, Inc. 6.79% Reduce -25.8% 189,567 $15.6M
Empowered Funds, LLC 0.08% Add +1.8% 187,685 $15.5M
Engine Capital Management, LP 1.37% No change 170,622 $14.1M
Public Sector Pension Investment Board 0.04% Reduce -7.2% 169,673 $14.0M
Storebrand Asset Management As 0.03% Reduce -1.0% 169,590 $14.0M
Russell Investments Group, Ltd. 0.01% Reduce -5.4% 168,106 $13.8M
Kestrel Investment Management Corp. 7.33% Reduce -0.1% 163,500 $13.5M
Qube Research & Technologies Ltd 0.01% Reduce -62.8% 156,421 $12.9M
Hillsdale Investment Management Inc. 0.29% Add +9.7% 155,920 $12.8M
Sei Investments Co. 0.01% Reduce -15.1% 154,339 $12.7M
Gotham Asset Management 0.03% Add +6.3% 142,284 $11.7M
Ameriprise Financial Inc. 0.00% Reduce -5.4% 135,159 $11.1M
Ancora Advisors LLC 0.21% Reduce -2.8% 133,860 $11.0M
Bank of America Corp. 0.00% Reduce -43.9% 131,763 $10.9M
Cambria Investment Management, L.P. 0.53% Add +783.8% 130,721 $10.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +3.3% 128,872 $10.6M
First Trust Advisors LP 0.01% Add +20.7% 127,524 $10.5M
Citadel Advisors 0.01% Add +5.7% 124,334 $10.2M
Prudential Financial Inc. 0.01% Add +3.2% 120,217 $9.9M
Ariel Investments 0.09% Reduce -14.6% 113,193 $9.3M
Nuveen, LLC 0.00% Reduce -7.9% 103,447 $8.5M
Rhumbline Advisers 0.01% Reduce -12.7% 100,862 $8.3M
Federated Hermes, Inc. 0.01% Reduce -1.6% 92,282 $7.6M
Legal & General Group Plc 0.00% Reduce -2.3% 88,678 $7.3M
Peregrine Capital Management LLC 0.23% Reduce -8.0% 87,396 $7.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -83.5% 84,888 $7.0M
Two Sigma Investments, LP 0.01% Reduce -35.2% 79,857 $6.6M
Swiss National Bank 0.00% No change 76,016 $6.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.6% 73,490 $6.1M
Creative Planning 0.00% Add +31.9% 69,713 $5.7M
Swedbank AB 0.00% No change 66,752 $5.5M
Tudor Investment Corporation 0.02% Add +161.4% 66,618 $5.5M
Capital Fund Management S.A. 0.04% Add +55.2% 62,450 $5.1M
GFS Advisors, LLC 0.52% New 474 $4.9M
AQR Capital Management 0.00% Reduce -16.9% 59,326 $4.9M
Barclays PLC 0.00% Reduce -19.0% 58,380 $4.8M
GAMCO Investors 0.04% Reduce -0.9% 54,940 $4.5M
O'shaughnessy Asset Management, LLC 0.02% Reduce -20.6% 52,628 $4.3M
Hancock Whitney Corp. 0.07% Reduce -1.6% 51,677 $4.3M
New York State Teachers Retirement System 0.01% Reduce -5.8% 51,453 $4.2M
Great Lakes Advisors, LLC 0.03% Reduce -22.4% 48,494 $4.0M
Alliancebernstein L.P. 0.00% Add +8.1% 57,033 $3.9M
Schroder Investment Management Group 0.00% Reduce -48.9% 47,299 $3.8M
CWA Asset Management Group, LLC 0.12% Add +9.3% 46,410 $3.8M
California State Teachers Retirement System 0.00% Reduce -2.8% 45,531 $3.8M
Wells Fargo & Company 0.00% Add +68.4% 45,328 $3.7M
Voloridge Investment Management, LLC 0.02% Reduce -47.4% 43,395 $3.6M
Algert Global LLC 0.04% Add +87.2% 42,830 $3.5M
Ballast Asset Management, LP 1.37% Reduce -1.0% 41,737 $3.4M
Steigerwald, Gordon & Koch Inc. 0.34% Reduce -1.1% 41,159 $3.4M
Royce & Associates LP 0.03% Reduce -1.9% 40,124 $3.3M
Deutsche Bank AG 0.00% Add +17.0% 40,114 $3.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +17.6% 39,328 $3.2M
Gabelli Funds LLC 0.02% No change 38,500 $3.2M
Knights of Columbus Asset Advisors LLC 0.16% Reduce -21.7% 37,968 $3.1M
Hudson Bay Capital Management LP 0.02% Reduce -52.5% 36,103 $3.0M
XTX Topco Ltd 0.03% Add +133.3% 32,588 $2.7M
Caxton Associates LLP 0.05% Reduce -25.3% 31,940 $2.6M
Intech Investment Management LLC 0.02% Reduce -49.8% 31,773 $2.6M
Vanguard Global Advisers, LLC 0.00% Reduce -9.6% 30,181 $2.5M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -15.1% 29,184 $2.4M
Quantinno Capital Management LP 0.00% Add +15.4% 29,034 $2.4M
Millennium Management 0.00% Add +325.5% 27,922 $2.3M
State of Wisconsin Investment Board 0.00% Add +41.7% 26,676 $2.2M
Voya Investment Management LLC 0.00% Add +289.0% 25,127 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -3.9% 24,310 $2.0M
Citigroup Inc. 0.00% Add +127.7% 23,177 $1.9M
Elo Mutual Pension Insurance Co 0.02% Add +38.5% 23,076 $1.9M
Osaic Holdings, Inc. 0.00% Add +677.0% 22,884 $1.9M
Turas Capital Management LP 0.83% New 21,945 $1.8M
State Board of Administration of Florida Retirement System 0.00% Add +63.5% 21,745 $1.8M
MetLife Investment Management, LLC 0.01% Add +3.6% 21,721 $1.8M
Nomura Holdings Inc. 0.01% Add +55.9% 20,787 $1.7M
Wittenberg Investment Management, Inc. 0.58% Reduce -11.1% 20,457 $1.7M
Ritholtz Wealth Management 0.03% Reduce -0.6% 20,348 $1.7M
Sanctuary Advisors, LLC 0.01% Reduce -12.2% 20,064 $1.7M
Tocqueville Asset Management L.P. 0.02% No change 19,775 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -12.7% 19,149 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +7.3% 18,401 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +10.8% 18,147 $1.5M
Jupiter Topco LLC 0.00% — 18,000 $1.5M
Nisa Investment Advisors, LLC 0.00% Add +3.3% 17,773 $1.5M
Globeflex Capital L P 0.18% Add +1.2% 17,366 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.3% 17,116 $1.4M
Sterling Capital Management LLC 0.02% Add +137.1% 16,857 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -3.6% 16,200 $1.3M
Handelsbanken Fonder AB 0.00% Reduce -27.1% 16,100 $1.3M
KLP Kapitalforvaltning As 0.00% No change 15,200 $1.3M
Fractal Investments LLC 0.14% No change 14,900 $1.2M
Long Road Investment Counsel, LLC 0.45% No change 14,826 $1.2M
STRS Ohio 0.00% No change 14,700 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -31.3% 14,329 $1.2M
BNP Paribas Financial Markets 0.00% Add +2.0% 14,288 $1.2M
Atom Investors LP 0.10% Reduce -56.6% 14,027 $1.2M
New York State Common Retirement Fund 0.00% Add +9.4% 13,897 $1.1M
Commerce Bank 0.00% No change 13,547 $1.1M
Nomura Asset Management International Inc. 0.00% No change 12,800 $1.1M
Searle & Co. 0.23% Add +4.2% 12,500 $1.0M
Natixis Advisors, LLC 0.00% Add +17.4% 12,484 $1.0M
Vestcor Inc 0.03% Add +288.8% 12,298 $1.0M
First Citizens Bank & Trust Co. 0.02% Add +0.4% 12,219 $1.0M
MorganRosel Wealth Management, LLC 0.33% New 11,795 $972K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.6% 11,731 $966K
Aquatic Capital Management LLC 0.03% New 11,545 $951K
State of Tennessee, Department of Treasury 0.00% Reduce -1.9% 11,327 $933K
Measured Wealth Private Client Group, LLC 0.22% Add +6.6% 11,263 $928K
Susquehanna International Group, LLP 0.00% Reduce -18.4% 11,001 $906K
Police & Firemen's Retirement System of New Jersey 0.01% Add +7.3% 10,963 $903K
Ethic Inc. 0.01% Add +6.3% 10,741 $885K
CHICAGO TRUST Co NA 0.13% Add +1.9% 10,616 $874K
Arizona State Retirement System 0.00% Reduce -1.0% 10,462 $862K
Horizon Investments, LLC 0.01% Reduce -36.5% 10,385 $855K
Yousif Capital Management, LLC 0.01% Reduce -1.9% 9,974 $822K
Amalgamated Bank 0.01% Reduce -8.9% 9,948 $819K
Mercer Global Advisors Inc. 0.00% Add +36.7% 9,783 $806K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.8% 9,720 $801K
Engineers Gate Manager LP 0.01% Reduce -43.1% 9,700 $799K
Teachers Retirement System of the State of Kentucky 0.01% No change 9,640 $794K
Fifth Third Bancorp 0.00% Reduce -3.7% 9,252 $762K
Vanguard Investments Australia, Ltd. 0.00% No change 9,108 $750K
Janney Montgomery Scott LLC 0.00% Add +3.9% 9,018 $743K
Allstate Corp. 0.01% Add +0.9% 8,828 $727K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -6.4% 8,779 $723K
Tidal Investments LLC 0.00% Add +11.7% 8,699 $717K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.3% 8,448 $696K
Harvest Fund Management Co., Ltd 0.02% Reduce -1.1% 8,438 $695K
HSBC Holdings PLC 0.00% Add +37.2% 8,173 $673K
Verdence Capital Advisors LLC 0.03% Reduce -4.2% 7,931 $653K
Raymond James Financial Inc. 0.00% Reduce -33.9% 7,370 $607K
Wealth Enhancement Advisory Services, LLC 0.00% Add +9.2% 7,481 $585K
Captrust Financial Advisors 0.00% Add +2.8% 7,045 $580K
GMO 0.00% Reduce -19.4% 6,902 $569K
Royal Bank of Canada 0.00% Add +8.0% 6,791 $560K
Quadrant Capital Group LLC 0.02% Reduce -0.0% 6,753 $556K
Neuberger Berman Group LLC 0.00% Add +0.3% 6,513 $536K
Western Wealth Management, LLC 0.02% Reduce -0.4% 6,500 $535K
Oppenheimer Asset Management Inc. 0.01% Add +2.7% 6,338 $522K
Advisors Asset Management, Inc. 0.01% Reduce -0.1% 6,050 $498K
Pictet Asset Management Holding SA 0.00% Reduce -9.6% 6,032 $497K
LPL Financial LLC 0.00% Add +14.4% 5,962 $491K
Bank of Montreal 0.00% Add +3.5% 5,776 $476K
Keybank National Association 0.00% Add +9.4% 5,723 $471K
Amundi 0.00% Reduce -97.2% 5,612 $462K
Jackson Creek Investment Advisors LLC 0.15% Reduce -0.3% 6,120 $450K
Martingale Asset Management L P 0.01% No change 5,455 $449K
Pathstone Holdings, LLC 0.00% Add +2.7% 5,424 $447K
Maryland State Retirement & Pension System 0.01% Reduce -2.2% 5,374 $443K
Acorn Financial Advisory Services Inc. 0.06% Reduce -6.7% 5,373 $443K
Centiva Capital, LP 0.01% Reduce -64.6% 5,370 $442K
Watershed Asset Management, L.L.C. 0.39% Reduce -18.1% 5,310 $437K
ProShare Advisors LLC 0.00% Reduce -10.5% 5,299 $436K
EntryPoint Capital, LLC 0.10% No change 5,231 $431K
Optimize Financial Inc. 0.15% Reduce -0.3% 5,208 $429K
Sound Capital Solutions LLC 0.10% — 5,208 $429K
US Bancorp \de 0.00% Reduce -69.3% 5,183 $427K
Public Employees Retirement Association of Colorado 0.00% No change 5,040 $415K
Mirabella Financial Services LLP 0.04% Add +11.8% 4,909 $404K
SG Americas Securities, LLC 0.00% Reduce -71.7% 4,840 $399K
Panagora Asset Management Inc. 0.00% Reduce -40.6% 4,605 $379K
Baron Wealth Management LLC 0.10% Add +3.6% 4,542 $374K
PNC Financial Services Group, Inc. 0.00% Reduce -2.2% 4,541 $374K
Swiss Life Asset Management Ltd 0.00% Add +1.1% 4,526 $373K
Bayforest Capital Ltd 0.34% New 4,419 $364K
Odyssean, LLC 0.06% New 4,346 $358K
Mutual of America Capital Management LLC 0.00% Reduce -2.3% 4,241 $349K
State of Michigan Retirement System 0.00% No change 4,218 $347K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 4,200 $346K
Canada Pension Plan Investment Board 0.00% Reduce -6.7% 4,200 $346K
Vise Technologies, Inc. 0.00% New 4,064 $335K
Citizens Financial Group Inc. 0.00% Add +2.6% 4,020 $331K
Tower Research Capital LLC (TRC) 0.01% Add +44.0% 4,001 $330K
QRG Capital Management, Inc. 0.00% Add +2.0% 3,969 $327K
United Capital Financial Advisors, LLC 0.00% Reduce -4.3% 3,737 $308K
Xponance LLC 0.00% Add +2.8% 3,694 $304K
Commonwealth Equity Services, LLC 0.00% Reduce -1.4% 3,633 $299K
McMillan Office, Inc. 0.03% No change 3,600 $297K
EP Wealth Advisors, LLC 0.00% Reduce -7.4% 3,551 $292K
Abel Hall, LLC 0.05% Reduce -0.1% 3,546 $292K
CIBC Asset Management Inc 0.00% Reduce -9.4% 3,484 $287K
Evergreen Capital Management LLC 0.01% New 3,441 $283K
Savant Capital, LLC 0.00% New 3,706 $282K
Ameritas Investment Partners, Inc. 0.01% Add +4.8% 3,373 $278K
Corient Private Wealth LP 0.00% Reduce -31.4% 3,357 $276K
Praxis Investment Management Inc. 0.01% No change 3,280 $270K
Cetera Investment Advisers 0.00% New 3,190 $263K
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 3,186 $262K
FourThought Financial Partners, LLC 0.02% No change 3,144 $259K
Prelude Capital Management, LLC 0.02% New 3,091 $255K
Quent Capital, LLC 0.02% Reduce -0.1% 3,046 $251K
SkyView Investment Advisors, LLC 0.19% Reduce -81.1% 3,000 $247K
Procyon Advisors, LLC 0.01% New 2,987 $246K
Summit Global Investments 0.01% New 2,967 $244K
Lazard Asset Management LLC 0.00% New 2,872 $237K
MQS Management LLC 0.29% Reduce -9.2% 2,850 $235K
Guggenheim Capital LLC 0.00% New 2,844 $234K
Ensign Peak Advisors, Inc 0.00% No change 2,806 $231K
Kendall Capital Management 0.04% New 2,719 $224K
Caprock Group, LLC 0.00% New 2,718 $224K
Marshall Wace, LLP 0.00% Reduce -13.0% 2,672 $220K
Baker Ellis Asset Management LLC 0.02% New 2,629 $217K
CIBC Bancorp USA Inc. 0.00% Reduce -83.7% 2,485 $205K
Chase Investment Counsel Corp. 0.04% New 2,467 $203K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -86.4% 2,445 $201K
M&T Bank Corp 0.00% New 2,444 $201K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +0.5% 2,420 $199K
Jones Financial Companies LLLP 0.00% Add +6.6% 2,026 $172K
Corient IA LP 0.15% No change 2,030 $167K
Hantz Financial Services, Inc. 0.00% Add +2.1% 1,780 $147K
Rothschild Investment LLC 0.01% No change 1,768 $146K
GAMMA Investing LLC 0.01% Add +4.0% 1,633 $135K
KBC Group NV 0.00% No change 1,422 $117K
Public Employees Retirement System of Ohio 0.00% Reduce -4.5% 1,266 $104K
Global Retirement Partners, LLC 0.00% — 1,222 $101K
C M Bidwell & Associates Ltd. 0.03% No change 1,014 $84K
Central Pacific Bank - Trust Division 0.01% No change 1,000 $82K
Rockefeller Capital Management L.P. 0.00% Reduce -1.5% 970 $80K
State of Wyoming 0.01% Reduce -89.2% 959 $79K
Meeder Asset Management Inc. 0.00% Reduce -97.4% 930 $77K
TD Waterhouse Canada Inc. 0.00% No change 900 $70K
Whittier Trust Co. 0.00% No change 829 $66K
Signaturefd, LLC 0.00% Add +35.7% 790 $65K
IFG Advisory, LLC 0.00% New 727 $60K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 704 $58K
IFP Advisors, Inc 0.00% No change 669 $55K
CX Institutional 0.00% Reduce -0.6% 653 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.2% 645 $53K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.3% 619 $51K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -18.7% 595 $49K
EverSource Wealth Advisors, LLC 0.00% Reduce -54.9% 511 $42K
Versant Capital Management, Inc 0.00% No change 468 $39K
Nykredit A/S 0.00% — 458 $38K
Assetmark, Inc. 0.00% Add +10.9% 427 $35K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.6% 428 $35K
Farther Finance Advisors, LLC 0.00% Add +5.0% 423 $35K
Larson Financial Group LLC 0.00% Reduce -0.7% 420 $35K
Global Trust Asset Management, LLC 0.01% Reduce -15.5% 387 $32K
Parallel Advisors, LLC 0.00% Reduce -4.0% 382 $32K
Basecamp Wealth Advisors LLC 0.01% Reduce -13.9% 359 $30K
Nomura Asset Management Co. Ltd. 0.00% Reduce -40.4% 340 $28K
Optiver Holding B.V. 0.00% Add +1409.1% 332 $27K
UMB Bank, n.a. 0.00% Add +5.1% 328 $27K
Rosenberg Matthew Hamilton 0.00% No change 310 $26K
Los Angeles Capital Management LLC 0.00% Reduce -95.2% 300 $25K
Allworth Financial LP 0.00% Reduce -11.0% 298 $25K
Smartleaf Asset Management LLC 0.00% No change 281 $23K
Kemnay Advisory Services Inc. 0.00% Add +1.6% 247 $20K
McDonald Partners LLC 0.00% New 233 $19K
Arax Advisory Partners 0.00% Add +342.3% 230 $19K
Cedar Mountain Advisors, LLC 0.00% No change 225 $19K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +78.6% 225 $19K
Clearstead Advisors, LLC 0.00% Add +430.0% 212 $17K
Olistico Wealth, LLC 0.01% No change 212 $17K
Grove Bank & Trust 0.00% Add +2785.7% 202 $17K
Wolff Wiese Magana LLC 0.01% No change 201 $17K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.5% 202 $16K
JFS Wealth Advisors, LLC 0.00% Add +4.0% 183 $15K
Covestor Ltd 0.01% Add +15.7% 177 $15K
Capital Analysts, LLC 0.00% No change 177 $15K
Montag A & Associates Inc. 0.00% No change 180 $15K
Salomon & Ludwin, LLC 0.00% New 176 $14K
Mather Group, Llc. 0.00% No change 158 $13K
First Horizon Corp. 0.00% New 153 $13K
Oakworth Capital, Inc. 0.00% No change 147 $11K
CENTRAL TRUST Co 0.00% Reduce -5.6% 136 $11K
Bare Financial Services, Inc 0.00% Add +72.6% 126 $10K
Private Wealth Asset Management, LLC 0.00% No change 120 $10K
Parkside Financial Bank & Trust 0.00% No change 103 $8K
WPG Advisers, LLC 0.00% Add +14.8% 101 $8K
SHP Wealth Management 0.00% No change 100 $8K
Walleye Capital LLC 0.00% New 99 $8K
Cromwell Holdings LLC 0.00% No change 98 $8K
Compass Financial Management LLC 0.00% — 100 $8K
Dogwood Wealth Management LLC 0.00% No change 97 $8K
Bell Investment Advisors, Inc 0.00% Add +21.7% 73 $6K
Silver Grove Financial Group, Inc. 0.00% New 72 $6K
TD Private Client Wealth LLC 0.00% No change 71 $6K
Valued Wealth Advisors LLC 0.00% New 60 $5K
Sittner & Nelson, LLC 0.00% No change 60 $5K
Picton Mahoney Asset Management 0.00% Reduce -99.2% 57 $5K
MCF Advisors LLC 0.00% No change 56 $5K
Strengthening Families & Communities, LLC 0.00% No change 53 $4K
Federation des caisses Desjardins du Quebec 0.00% Reduce -35.4% 53 $4K
United Financial Planning Group LLC 0.00% No change 52 $4K
IMA Advisory Services, Inc. 0.00% Add +45.7% 51 $4K
Harbour Investments, Inc. 0.00% Add +2.0% 51 $4K
Westfuller Advisors, LLC 0.00% New 50 $4K
Colonial Trust Co / SC 0.00% New 48 $4K
NewEdge Advisors, LLC 0.00% Reduce -33.3% 48 $4K
Keating Financial Advisory Services, Inc. 0.00% No change 45 $4K
CVA Family Office, LLC 0.00% No change 45 $4K
Wilmington Savings Fund Society, FSB 0.00% No change 40 $3K
Bayban 0.00% No change 39 $3K
High Note Wealth, LLC 0.00% No change 36 $3K
Mb, Levis & Associates, LLC 0.00% New 35 $3K
SJS Investment Consulting Inc. 0.00% No change 34 $3K
International Assets Investment Management, LLC 0.00% No change 35 $3K
Fulcrum Asset Management LLP 0.00% New 32 $3K
Physician Wealth Advisors, Inc. 0.00% Add +29.2% 31 $3K
Blue Trust, Inc. 0.00% No change 31 $3K
Arlington Trust Co LLC 0.00% No change 26 $2K
Ares Financial Consulting, LLC 0.00% No change 25 $2K
Ameriflex Group, Inc. 0.00% New 23 $2K
Nemes Rush Group LLC 0.00% No change 23 $2K
Zions Bancorporation, National Association 0.00% Add +266.7% 22 $2K
Investors Portfolio Services LLC 0.00% No change 20 $2K
Farmers & Merchants Investments Inc. 0.00% No change 20 $2K
Financially Speaking Inc 0.01% No change 24 $2K
Owl Creek Wealth Partners LLC 0.00% No change 19 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 19 $2K
Huntington National Bank 0.00% No change 19 $2K
Marquette Asset Management, LLC 0.00% No change 18 $1K
MTM Investment Management, LLC 0.00% No change 17 $1K
Fortitude Family Office, LLC 0.00% No change 16 $1K
Colonial Trust Advisors 0.00% No change 15 $1K
SBI Securities Co., Ltd. 0.00% Add +600.0% 14 $1K
Whipplewood Advisors, LLC 0.00% Reduce -45.8% 13 $1K
Essential Partners LLC 0.00% No change 13 $1K
Prestige Wealth Management Group LLC 0.00% Reduce -23.5% 13 $1K
Rialto Wealth Management, LLC 0.00% Add +116.7% 13 $1K
Capital Advisors, Ltd. LLC 0.00% No change 18 $1K
JPL Wealth Management, LLC 0.00% No change 12 $989
Rossby Financial, LCC 0.00% No change 12 $988
Atlantic Edge Private Wealth Management, LLC 0.00% New 11 $907
Manchester Capital Management LLC 0.00% Reduce -21.4% 11 $907
Transamerica Financial Advisors, LLC 0.00% No change 11 $906
Raffa Wealth Management, LLC 0.00% New 10 $824
Key Financial Inc 0.00% No change 10 $824
Gilpin Wealth Management, LLC 0.00% Reduce -18.2% 9 $742
Private Wealth Management Group, LLC 0.00% No change 8 $659
Brown Brothers Harriman & Co. 0.00% No change 8 $659
Bogart Wealth, LLC 0.00% New 7 $577
CoreCap Advisors, LLC 0.00% New 7 $577
Tounjian Advisory Partners, LLC 0.00% New 6 $531
Torren Management, LLC 0.00% No change 6 $504
DecisionPoint Financial, LLC 0.00% No change 6 $469
True Wealth Design, LLC 0.00% No change 5 $412
Financial Consulate, Inc. 0.00% New 5 $412
Lanark Financial, Inc. 0.00% No change 5 $411
Dunhill Financial, LLC 0.00% Reduce -20.0% 4 $397
Birchbrook, Inc. 0.00% No change 4 $355
Sachetta, LLC 0.00% No change 4 $330
Abound Wealth Management 0.00% No change 4 $330
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $330
Bruce G. Allen Investments, LLC 0.00% No change 4 $329
Elevated Capital Advisors, LLC 0.00% No change 4 $329
Highline Wealth Partners LLC 0.00% New 4 $329
Meramec Financial Planners, LLC 0.00% No change 4 $315
Plante Moran Financial Advisors, LLC 0.00% New 3 $247
Davis Capital Management 0.00% New 2 $165
Mosley Wealth Management 0.00% New 2 $165
Ankerstar Wealth, LLC 0.00% No change 2 $165
Inspire Investing, LLC 0.00% No change 2 $165
Seneschal Advisors, LLC 0.00% No change 1 $83
SouthState Bank Corp 0.00% No change 1 $83
BOK Financial Private Wealth, Inc. 0.00% New 1 $83
GHP Investment Advisors, Inc. 0.00% No change 1 $83
Kilter Group LLC 0.00% No change 1 $83
NBT Bank, N.A. 0.00% No change 1 $82
AdvisorNet Financial, Inc 0.00% No change 1 $82
Avion Wealth 0.00% No change 10 $0
Evolution Advisers, Inc. 0.00% New 4 $0

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