PolarisPII

13F holders, Q1 2024 (March 31)
460holders
11famous investors
$100.13avg. 13F price*

At the end of Q1 2024, 460 institutions reported holding Polaris Inc. (PII) in their 13F filings. The largest holders were Capital World Investors ($676.8M), Vanguard Group Inc. ($590.9M) and BlackRock Inc. ($466.1M). 11 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Polaris Inc.
CUSIP
731068102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 460Q1 2024Q2 2024: 447Q2 2024Q3 2024: 440Q3 2024Q4 2024: 434Q4 2024Q1 2025: 392Q1 2025Q2 2025: 411Q2 2025Q3 2025: 427Q3 2025Q4 2025: 466Q4 2025Q1 2026: 448Q1 2026Q2 2026: 479Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions56$47.7M
Exits71$230.7M

Ownership 460 holders

Capital World Investors 0.11% Add +0.0% 6,759,523 $676.8M
Vanguard Group Inc. 0.01% Add +1.6% 5,902,162 $590.9M
BlackRock Inc. 0.01% Add +1.2% 4,655,525 $466.1M
State Street Corp. 0.01% Reduce -7.0% 2,976,349 $298.0M
Beutel, Goodman & Co Ltd. 1.33% Add +16.2% 2,580,185 $258.3M
Manufacturers Life Insurance Company, The 0.22% Reduce -3.3% 2,339,171 $234.2M
Alyeska Investment Group, L.P. 0.69% Add +51.1% 1,103,290 $110.5M
Confluence Investment Management LLC 1.46% Add +1.2% 1,087,590 $108.9M
Dimensional Fund Advisors LP 0.02% Add +4.2% 887,012 $88.8M
Geode Capital Management, LLC 0.01% Add +3.9% 857,984 $85.9M
Pacer Advisors, Inc. 0.20% Add +10541.9% 848,902 $85.0M
Morgan Stanley 0.01% Add +40.8% 661,144 $66.2M
Invesco Ltd. 0.01% Add +83.3% 658,201 $65.9M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -8.4% 587,498 $58.8M
Bank of New York Mellon Corp 0.01% Reduce -6.3% 579,393 $58.0M
River Road Asset Management, LLC 0.72% Add +38.1% 531,180 $53.2M
Macquarie Group Ltd. 0.05% Add +1.9% 481,074 $48.2M
Brown Advisory Inc. 0.06% Add +17.5% 437,295 $43.8M
Qube Research & Technologies Ltd 0.08% Reduce -30.2% 428,470 $42.9M
Raymond James & Associates 0.03% Add +6.8% 405,105 $40.6M
GW&K Investment Management, LLC 0.34% Reduce -1.1% 389,272 $39.0M
Charles Schwab Investment Management Inc. 0.01% Add +3.4% 370,643 $37.1M
Mairs & Power Inc. 0.35% Reduce -1.1% 365,653 $36.6M
Northern Trust Corp. 0.01% Reduce -16.0% 340,647 $34.1M
LSV Asset Management 0.07% Add +29.9% 340,050 $34.0M
Wells Fargo & Company 0.01% Add +7.0% 328,394 $32.9M
ProShare Advisors LLC 0.09% Reduce -2.2% 323,087 $32.3M
Southernsun Asset Management, LLC 3.51% Reduce -2.5% 314,911 $31.5M
Segall Bryant & Hamill, LLC 0.55% Add +53.3% 292,609 $29.3M
Royal London Asset Management Ltd. 0.07% Add +7.0% 277,608 $27.8M
AQR Capital Management 0.04% Reduce -20.4% 259,458 $26.0M
First Trust Advisors LP 0.03% Add +50.5% 247,981 $24.8M
Millennium Management 0.02% Reduce -10.1% 230,623 $23.1M
Bank of America Corp. 0.00% Reduce -20.0% 223,258 $22.4M
Silver Heights Capital Management Inc 8.69% Reduce -0.7% 219,831 $22.0M
Principal Financial Group Inc. 0.01% Add +2.4% 200,017 $20.0M
Renaissance Technologies 0.03% Add +70.5% 196,200 $19.6M
Systematic Financial Management LP 0.54% Add +5.1% 192,519 $19.3M
TD Asset Management Inc 0.01% Add +14.1% 160,682 $16.1M
Bank of Montreal 0.00% Add +27.5% 152,701 $15.3M
Rhumbline Advisers 0.01% Reduce -3.9% 152,840 $15.3M
Nuveen Asset Management, LLC 0.00% Reduce -0.5% 142,622 $14.3M
UBS Group AG 0.00% Add +9.7% 141,023 $14.1M
Retirement Systems of Alabama 0.05% Add +0.1% 139,927 $14.0M
JPMorgan Chase & Co. 0.00% Add +10.3% 128,069 $12.8M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +4.8% 126,915 $12.7M
Goldman Sachs Group Inc. 0.00% Reduce -44.0% 124,639 $12.5M
Norges Bank 0.00% Reduce -6.5% 120,102 $12.0M
Legal & General Group Plc 0.00% Reduce -5.1% 119,918 $12.0M
Franklin Resources Inc. 0.00% Add +80.4% 112,071 $11.2M
Royal Bank of Canada 0.00% Add +8.9% 111,766 $11.2M
FMR LLC 0.00% Add +2259.3% 110,084 $11.0M
Gotham Asset Management 0.16% Add +642.2% 109,081 $10.9M
J. Goldman & Co LP 0.48% New 106,939 $10.7M
Swiss National Bank 0.01% Reduce -0.2% 105,900 $10.6M
State of Wisconsin Investment Board 0.03% Reduce -11.0% 104,727 $10.5M
Matthew 25 Management Corp 3.49% No change 102,500 $10.3M
California Public Employees Retirement System 0.01% Reduce -5.4% 101,209 $10.1M
Ameriprise Financial Inc. 0.00% Reduce -0.9% 101,207 $10.1M
Mutual of America Capital Management LLC 0.11% Add +208.1% 101,165 $10.1M
Fisher Asset Management 0.00% Reduce -11.6% 99,999 $10.0M
Capital Fund Management S.A. 0.12% Add +63.6% 95,212 $9.5M
American Century Companies Inc. 0.01% Add +31.2% 94,020 $9.4M
Barclays PLC 0.00% Add +88.6% 93,703 $9.4M
Rwwm, Inc. 1.01% Add +3.2% 93,208 $9.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -47.7% 92,616 $9.3M
Envestnet Asset Management Inc. 0.00% Reduce -3.2% 90,781 $9.1M
Stifel Financial Corp. 0.01% Add +14.6% 88,991 $8.9M
Novare Capital Management LLC 0.79% Add +15.2% 87,319 $8.7M
Susquehanna International Group, LLP 0.01% Add +79.7% 86,514 $8.7M
Alliancebernstein L.P. 0.00% Reduce -1.0% 84,285 $8.4M
Meiji Yasuda Asset Management Co Ltd. 0.35% Add +4.3% 82,816 $8.3M
D. E. Shaw & Co. 0.01% New 76,113 $7.6M
Van Eck Associates Corp. 0.01% Reduce -19.9% 73,244 $7.3M
American International Group, Inc. 0.03% Reduce -2.0% 70,315 $7.0M
S&T Bank 1.31% Reduce -7.3% 68,276 $6.8M
Tudor Investment Corporation 0.08% Reduce -54.5% 68,165 $6.8M
LPL Financial LLC 0.00% Reduce -6.1% 67,134 $6.7M
State Board of Administration of Florida Retirement System 0.02% Add +22.6% 59,799 $6.6M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -44.1% 63,276 $6.3M
Hunter Perkins Capital Management, LLC 1.28% New 62,381 $6.2M
Benjamin F. Edwards & Company, Inc. 0.11% Add +4.1% 61,527 $6.2M
New York State Teachers Retirement System 0.01% Reduce -10.9% 60,311 $6.0M
ICICI Prudential Asset Management Co Ltd 0.68% Reduce -22.3% 59,649 $6.0M
Credit Suisse AG/ 0.01% Reduce -0.1% 59,225 $5.9M
AdvisorShares Investments LLC 1.06% Add +60.1% 57,347 $5.7M
HM Payson & Co. 0.11% Reduce -13.4% 57,213 $5.7M
Creative Planning 0.01% Add +8.2% 57,052 $5.7M
Cerity Partners LLC 0.01% Add +1955.1% 56,454 $5.7M
Thrivent Financial for Lutherans 0.01% Reduce -11.9% 54,748 $5.5M
Alps Advisors Inc. 0.04% Add +10.6% 54,702 $5.5M
Massachusetts Financial Services Co. 0.00% Reduce -37.2% 54,475 $5.5M
California State Teachers Retirement System 0.01% Reduce -5.5% 54,232 $5.4M
Jane Street Group, LLC 0.01% Reduce -85.4% 51,870 $5.2M
Brandywine Global Investment Management, LLC 0.04% Add +3.9% 48,861 $4.9M
Ontario Teachers Pension Plan Board 0.04% Add +141.8% 46,276 $4.6M
Texas Permanent School Fund Corp. 0.04% Add +0.5% 46,089 $4.6M
Citadel Advisors 0.00% Reduce -41.4% 41,164 $4.1M
Round Hill Asset Management 2.45% Reduce -0.2% 40,406 $4.0M
Bridgewater Associates 0.02% Reduce -36.0% 39,882 $4.0M
Goelzer Investment Management, Inc. 0.23% Reduce -45.3% 39,792 $4.0M
SG Americas Securities, LLC 0.02% Add +1619.1% 37,975 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -19.5% 37,756 $3.8M
Amalgamated Bank 0.03% Add +7.4% 36,431 $3.6M
Nordea Investment Management AB 0.00% Reduce -1.1% 34,757 $3.5M
Truist Financial Corp. 0.01% Reduce -7.1% 34,889 $3.5M
Duality Advisers, LP 0.34% Add +0.8% 34,453 $3.4M
New York State Common Retirement Fund 0.00% Reduce -12.1% 34,292 $3.4M
Diversified Trust Co. 0.10% Add +36.4% 33,809 $3.4M
Mariner, LLC 0.01% Reduce -1.6% 32,532 $3.3M
Twin Tree Management, LP 0.07% New 32,300 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +3.0% 31,452 $3.1M
State of New Jersey Common Pension Fund D 0.01% Add +10.6% 30,592 $3.1M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 29,374 $2.9M
Natixis Advisors, LLC 0.01% Add +20.3% 28,739 $2.9M
Selway Asset Management 1.14% Reduce -2.7% 28,494 $2.9M
Baird Financial Group, Inc. 0.01% Add +0.3% 27,801 $2.8M
South Dakota Investment Council 0.06% Add +14.1% 27,450 $2.7M
Ensign Peak Advisors, Inc 0.01% Add +53.8% 27,367 $2.7M
Advisory Services Network, LLC 0.06% Add +5.1% 26,664 $2.7M
CenterBook Partners LP 0.18% Add +65.9% 26,348 $2.6M
Loudon Investment Management, LLC 1.48% Reduce -6.5% 25,697 $2.6M
Voloridge Investment Management, LLC 0.01% New 25,669 $2.6M
Janus Henderson Group PLC 0.00% No change 25,669 $2.6M
Brevan Howard Capital Management LP 0.24% Add +283.3% 25,161 $2.5M
Comerica Bank 0.01% Reduce -34.1% 25,133 $2.5M
Yousif Capital Management, LLC 0.03% Reduce -1.7% 25,131 $2.5M
JLB & Associates Inc. 0.32% Reduce -5.0% 24,356 $2.4M
Nisa Investment Advisors, LLC 0.02% No change 24,265 $2.4M
Treasurer of the State of North Carolina 0.01% Add +0.7% 24,069 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +8.5% 22,637 $2.3M
Y-Intercept (Hong Kong) Ltd 0.16% Add +803.8% 21,800 $2.2M
Davis R M Inc. 0.04% Reduce -43.7% 21,465 $2.1M
BNP Paribas Financial Markets 0.00% Add +28.5% 21,142 $2.1M
Landscape Capital Management, L.L.C. 0.18% Add +605.1% 20,990 $2.1M
PNC Financial Services Group, Inc. 0.00% Reduce -2.3% 20,755 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -8.6% 20,630 $2.1M
TD Waterhouse Canada Inc. 0.01% Add +9.4% 19,245 $2.0M
Inspire Investing, LLC 0.20% Add +10.9% 19,814 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% No change 19,055 $1.9M
State of Tennessee, Department of Treasury 0.01% No change 19,000 $1.9M
Pinkerton Wealth, LLC 0.31% Add +1.6% 18,970 $1.9M
Paralel Advisors LLC 0.08% No change 17,307 $1.7M
Farmers & Merchants Investments Inc. 0.06% Add +0.5% 17,206 $1.7M
Guggenheim Capital LLC 0.01% Reduce -21.6% 16,868 $1.7M
Toronto Dominion Bank 0.00% Add +12.5% 16,794 $1.7M
Ameritas Investment Partners, Inc. 0.06% Add +0.5% 16,618 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -6.6% 16,617 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -6.8% 16,611 $1.7M
Man Group plc 0.00% Reduce -35.3% 16,542 $1.7M
Hancock Whitney Corp. 0.06% Reduce -13.0% 16,432 $1.6M
Harvest Investment Advisors, LLC 1.22% Add +23.3% 16,281 $1.6M
Dorsey & Whitney Trust CO LLC 0.11% Add +19.3% 15,933 $1.6M
Camarda Financial Advisors, LLC 0.64% Add +5.7% 15,802 $1.6M
Louisiana State Employees Retirement System 0.03% Add +2.7% 15,300 $1.5M
Intrepid Capital Management Inc. 0.99% New 15,211 $1.5M
Prudential Financial Inc. 0.00% Add +120.9% 15,184 $1.5M
Mork Capital Management, LLC 1.13% No change 15,000 $1.5M
Lantz Financial LLC 0.48% Add +0.8% 14,784 $1.5M
Arizona State Retirement System 0.01% Reduce -2.1% 14,744 $1.5M
Alaska Permanent Fund Corp 0.02% Add +209.4% 14,525 $1.5M
Orion Porfolio Solutions, LLC 0.02% Add +3.3% 14,183 $1.4M
Orion Portfolio Solutions, LLC 0.02% Add +3.3% 14,183 $1.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.8% 14,172 $1.4M
Corient Private Wealth LP 0.00% Reduce -2.1% 13,407 $1.3M
Oregon Public Employees Retirement Fund 0.03% Reduce -12.0% 13,163 $1.3M
State of Michigan Retirement System 0.01% Add +2.4% 13,079 $1.3M
Empowered Funds, LLC 0.02% Add +47.7% 12,804 $1.3M
Alberta Investment Management Corp 0.01% New 12,600 $1.3M
Teacher Retirement System of Texas 0.01% Reduce -24.7% 12,550 $1.3M
Schechter Investment Advisors, LLC 0.09% Add +14.4% 12,541 $1.3M
Quadrature Capital Ltd 0.02% Reduce -39.6% 12,142 $1.2M
China Universal Asset Management Co., Ltd. 0.15% Reduce -36.0% 12,075 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 11,840 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 11,743 $1.2M
Entropy Technologies, LP 0.13% Reduce -15.4% 11,714 $1.2M
Ilmarinen Mutual Pension Insurance Co 0.01% Reduce -45.9% 11,506 $1.2M
Victory Capital Management Inc. 0.00% Reduce -2.7% 11,366 $1.1M
New Mexico Educational Retirement Board 0.04% No change 11,100 $1.1M
Xponance LLC 0.01% Add +26.4% 10,951 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -7.6% 10,835 $1.1M
Cetera Investment Advisers 0.00% New 10,821 $1.1M
Union Heritage Capital, LLC 0.43% Add +25.9% 10,731 $1.1M
Unique Wealth Strategies, LLC 0.52% New 10,678 $1.1M
Tidal Investments LLC 0.02% New 10,636 $1.1M
Cresset Asset Management, LLC 0.00% Add +64.9% 9,962 $997K
Calton & Associates, Inc. 0.48% Add +140.7% 9,848 $986K
ARGA Investment Management, LP 0.03% No change 9,761 $977K
Edgestream Partners, L.P. 0.05% Reduce -78.0% 9,700 $971K
Catalyst Funds Management Pty Ltd 0.26% — 9,400 $941K
Silvercrest Asset Management Group LLC 0.01% Reduce -8.8% 9,354 $937K
Security National Bank of So Dak 0.56% Add +3.4% 9,275 $929K
NorthCoast Asset Management LLC 0.01% New 9,194 $921K
Bluespring Wealth Management, LLC 0.10% No change 9,160 $917K
Quantbot Technologies LP 0.05% Reduce -25.1% 9,030 $904K
Chase Investment Counsel Corp. 0.34% No change 9,000 $901K
Handelsbanken Fonder AB 0.00% No change 9,000 $901K
US Bancorp \de 0.00% Reduce -3.2% 8,772 $878K
Mitchell & Pahl Private Wealth, LLC 0.46% Add +12.7% 8,715 $873K
Voya Investment Management LLC 0.00% Reduce -6.6% 8,699 $871K
Security National Bank of Sioux City Iowa 0.61% Add +14.2% 8,686 $870K
Beacon Pointe Advisors, LLC 0.01% Reduce -1.0% 8,624 $863K
Robertson Stephens Wealth Management, LLC 0.05% No change 8,500 $851K
GMO 0.00% New 8,410 $842K
Captrust Financial Advisors 0.00% Reduce -53.6% 8,215 $822K
Eudaimonia Partners, LLC 0.20% Reduce -2.3% 8,189 $820K
Deerfield Management Company, L.P. 0.02% New 7,960 $797K
Capital International, Inc. 0.01% Add +25.8% 7,878 $789K
Sheaff Brock Investment Advisors, LLC 0.06% No change 7,800 $781K
Claro Advisors Inc. 0.13% Add +54.7% 7,609 $762K
PKO Investment Management Joint-Stock Co 0.09% No change 7,500 $755K
Camelot Portfolios, LLC 0.72% Reduce -24.7% 7,387 $740K
Pictet Asset Management Holding SA 0.00% Add +19.1% 7,391 $739K
Linden Thomas Advisory Services, LLC 0.12% Add +6.5% 7,305 $731K
Wynn Capital, LLC 0.56% Reduce -3.9% 7,296 $730K
Russell Investments Group, Ltd. 0.00% Add +0.7% 7,220 $722K
Lazard Asset Management LLC 0.00% Reduce -1.3% 7,194 $719K
Gateway Investment Advisers LLC 0.01% Add +1.5% 7,076 $708K
Illinois Municipal Retirement Fund 0.01% No change 7,019 $703K
Wellington Management Group LLP 0.00% Add +12.5% 6,887 $690K
Commerce Bank 0.00% Reduce -39.5% 6,848 $686K
Citigroup Inc. 0.00% Reduce -24.1% 6,757 $677K
Zurich Insurance Group Ltd 0.01% No change 6,600 $661K
Independent Financial Group, LLC 0.03% Reduce -5.7% 6,573 $658K
Petrus Trust Company, LTA 0.06% Add +114.0% 6,385 $639K
Verition Fund Management LLC 0.01% Add +53.0% 6,377 $638K
Kestra Advisory Services, LLC 0.00% Add +57.1% 6,242 $625K
Avity Investment Management Inc. 0.05% No change 6,220 $623K
Moody National Bank Trust Division 0.05% Add +115.1% 6,011 $602K
Cibc World Market Inc. 0.00% New 5,951 $596K
New York Life Investment Management LLC 0.01% Reduce -3.3% 5,886 $589K
State of Alaska, Department of Revenue 0.01% No change 5,734 $574K
Deutsche Bank AG 0.00% Reduce -11.0% 5,585 $559K
Matisse Capital 0.27% No change 5,558 $556K
Steward Partners Investment Advisory, LLC 0.01% Reduce -84.8% 5,464 $547K
Alley Investment Management Company, LLC 0.07% No change 5,374 $538K
HighTower Advisors, LLC 0.00% Reduce -30.9% 5,292 $535K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.8% 5,342 $535K
Keynote Financial Services LLC 0.45% — 5,284 $529K
Public Employees Retirement Association of Colorado 0.00% Reduce -11.9% 5,276 $528K
Wedbush Securities Inc. 0.02% Add +15.8% 5,136 $514K
Lanark Financial, Inc. 0.05% Reduce -0.3% 4,951 $495K
Neuberger Berman Group LLC 0.00% Reduce -1.8% 4,807 $481K
Diversify Advisory Services, LLC 0.03% — 4,708 $466K
VELA Investment Management, LLC 0.17% No change 4,635 $464K
Townsquare Capital LLC 0.01% Reduce -6.0% 4,571 $458K
Cadence Bank 0.03% Add +0.7% 4,554 $456K
Aptus Capital Advisors, LLC 0.01% Add +32.8% 4,481 $449K
Janney Montgomery Scott LLC 0.00% Reduce -19.1% 4,421 $443K
Securian Asset Management, Inc. 0.01% Reduce -2.3% 4,313 $432K
Federated Hermes, Inc. 0.00% Reduce -8.1% 4,272 $428K
Vestcor Inc 0.01% No change 4,249 $425K
Prelude Capital Management, LLC 0.03% New 4,206 $421K
Focus Partners Advisor Solutions, LLC 0.01% New 4,190 $420K
Tiemann Investment Advisors, LLC 0.19% No change 4,190 $420K
Private Advisor Group, LLC 0.00% Add +53.0% 4,166 $417K
Bank of Nova Scotia 0.00% New 4,212 $415K
SpiderRock Advisors, LLC 0.01% — 4,500 $405K
HighPoint Advisor Group LLC 0.03% Add +1.3% 4,603 $403K
Ballentine Partners, LLC 0.01% Add +32.3% 3,962 $397K
Jump Financial, LLC 0.01% Reduce -42.1% 3,945 $395K
Radnor Capital Management, LLC 0.07% No change 3,890 $389K
Walleye Capital LLC 0.00% Reduce -84.9% 3,882 $389K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -20.2% 3,881 $389K
First Heartland Consultants, Inc. 0.04% New 3,870 $387K
Shelton Capital Management 0.01% No change 3,840 $384K
Isthmus Partners, LLC 0.04% New 3,821 $383K
Fifth Third Bancorp 0.00% Add +3.3% 3,770 $377K
Avantax Advisory Services, Inc. 0.00% Reduce -3.0% 3,762 $377K
Hilltop Holdings Inc. 0.04% Reduce -8.1% 3,698 $370K
Pathstone Holdings, LLC 0.00% Reduce -3.5% 3,658 $366K
Olympiad Research LP 0.24% Add +34.7% 3,607 $361K
Maryland State Retirement & Pension System 0.01% No change 4,114 $360K
Tower Research Capital LLC (TRC) 0.01% Reduce -65.8% 3,513 $352K
Crossmark Global Holdings, Inc. 0.01% Add +2.5% 3,505 $351K
Secure Asset Management, LLC 0.08% New 3,442 $345K
MainStreet Investment Advisors LLC 0.04% Reduce -3.4% 3,417 $342K
Patriot Investment Management Group, Inc. 0.03% Reduce -5.5% 3,347 $335K
Callahan Advisors, LLC 0.03% Reduce -31.8% 3,326 $333K
Capital Investment Advisors, LLC 0.01% Add +4.0% 3,279 $328K
Paradigm, Strategies in Wealth Management, LLC 0.20% Add +0.7% 3,277 $328K
Capula Management Ltd 0.01% New 3,208 $321K
Modera Wealth Management, LLC 0.00% Reduce -10.4% 3,197 $320K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.6% 3,185 $319K
CoreCap Advisors, LLC 0.02% Add +25.9% 3,175 $318K
Second Line Capital, LLC 0.10% No change 3,150 $315K
Qsemble Capital Management, LP 0.07% New 3,150 $315K
Raymond James Trust N.A. 0.01% Reduce -2.4% 3,122 $313K
Foster & Motley Inc. 0.02% Reduce -17.7% 3,107 $311K
Regions Financial Corp. 0.00% Reduce -8.1% 3,099 $310K
NewEdge Advisors, LLC 0.00% Reduce -23.8% 3,073 $308K
Morningstar Investment Services LLC 0.00% Reduce -65.4% 3,089 $306K
Lindenwold Advisors, INC 0.16% New 3,052 $306K
Truvestments Capital LLC 0.12% Reduce -40.8% 3,036 $304K
Park Avenue Securities LLC 0.00% Add +18.7% 3,016 $302K
LCNB Corp. 0.11% Add +7.4% 3,016 $302K
Prospera Financial Services Inc 0.01% Reduce -11.0% 3,001 $301K
Kaye Capital Management 0.13% No change 3,000 $300K
Rwa Wealth Partners, LLC 0.00% No change 3,000 $300K
Utah Retirement Systems 0.00% Reduce -67.9% 3,000 $300K
D.A. Davidson & Co. 0.00% New 2,982 $299K
Kendall Capital Management 0.10% Reduce -15.4% 2,975 $298K
Shell Asset Management Co. 0.01% Reduce -9.2% 3,795 $297K
Sierra Summit Advisors LLC 0.08% Add +0.5% 2,956 $296K
M&T Bank Corp 0.00% Reduce -21.0% 2,943 $295K
Mercer Global Advisors Inc. 0.00% Reduce -9.4% 2,895 $290K
Boothbay Fund Management, LLC 0.01% Reduce -33.8% 2,868 $287K
DekaBank Deutsche Girozentrale 0.00% No change 2,892 $286K
Johnson Investment Counsel Inc. 0.00% New 2,835 $284K
Acorn Financial Advisory Services Inc. 0.05% Reduce -9.1% 2,818 $282K
Edmp, Inc. 0.23% Add +14.7% 2,802 $281K
Vanguard Personalized Indexing Management, LLC 0.01% New 2,776 $278K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 2,768 $277K
Maverick Capital 0.01% New 2,755 $276K
Sei Investments Co. 0.00% Reduce -5.2% 2,748 $275K
Phoenix Financial Ltd. 0.00% New 2,700 $270K
Legacy Wealth Asset Management, LLC 0.07% New 2,647 $265K
Howe & Rusling Inc. 0.03% New 2,637 $264K
Quantinno Capital Management LP 0.01% New 2,616 $262K
Bank of New Hampshire 0.07% Reduce -82.4% 2,604 $261K
Eastern Bank 0.01% No change 2,600 $260K
Northwest Wealth Management, LLC 0.07% Reduce -33.2% 2,599 $260K
Saratoga Research & Investment Management 0.01% Reduce -7.3% 2,526 $253K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -0.1% 2,493 $250K
Snowden Capital Advisors LLC 0.01% New 2,480 $248K
Trajan Wealth LLC 0.02% — 2,431 $243K
Larson Financial Group LLC 0.02% Add +158.3% 2,402 $241K
Storebrand Asset Management As 0.00% No change 2,357 $236K
Oppenheimer & Co. Inc. 0.00% Reduce -39.2% 2,313 $232K
MML Investors Services, LLC 0.00% Add +5.8% 2,295 $230K
Mutual Advisors, LLC 0.01% Add +2.6% 2,246 $225K
IFP Advisors, Inc 0.01% Add +31.3% 2,228 $223K
Independent Advisor Alliance 0.01% No change 2,211 $221K
FreeGulliver LLC 0.20% No change 2,200 $220K
Great Valley Advisor Group, Inc. 0.01% New 2,198 $220K
Claret Asset Management Corp 0.04% Reduce -0.7% 2,180 $218K
Sweet Financial Partners, LLC 0.05% Add +0.1% 2,142 $214K
Cwm, LLC 0.00% Reduce -8.2% 2,142 $214K
Mackenzie Financial Corp. 0.00% New 2,134 $214K
Ethic Inc. 0.01% New 2,110 $211K
Teza Capital Management LLC 0.03% New 2,092 $209K
Dividend Assets Capital, LLC 0.04% Reduce -11.1% 2,077 $208K
Atria Wealth Solutions, Inc. 0.00% New 2,072 $207K
Partnership Wealth Management, LLC 0.14% No change 2,044 $205K
Armistice Capital, LLC 0.01% New 2,009 $201K
Caprock Group, LLC 0.01% New 2,001 $200K
Zhang Financial LLC 0.01% New 2,000 $200K
Advisors Asset Management, Inc. 0.00% Add +0.1% 1,949 $195K
Handelsinvest Investeringsforvaltning 0.09% Reduce -34.2% 1,853 $186K
Farther Finance Advisors, LLC 0.01% Add +431.4% 1,456 $144K
Principal Securities, Inc. 0.00% Add +0.8% 1,438 $144K
Valley National Advisers Inc. 0.02% No change 1,371 $137K
Allspring Global Investments Holdings, LLC 0.00% Add +14.5% 1,331 $133K
Aquatic Capital Management LLC 0.00% Reduce -96.8% 1,300 $130K
Paradigm Asset Management Co. LLC 0.03% Reduce -26.5% 1,250 $125K
Annis Gardner Whiting Capital Advisors, LLC 0.04% New 1,218 $122K
KBC Group NV 0.00% Add +41.1% 1,204 $121K
Global Trust Asset Management, LLC 0.05% No change 1,105 $111K
Cullen/Frost Bankers, Inc. 0.00% New 1,000 $100K
Stephens Consulting, LLC 0.03% No change 910 $91K
CI Investments Inc. 0.00% Add +50.6% 881 $88K
SYSTM Wealth Solutions LLC 0.01% Add +2.1% 792 $79K
Avior Wealth Management, LLC 0.00% New 710 $71K
Benjamin Edwards Inc. 0.01% Reduce -3.0% 711 $71K
Federation des caisses Desjardins du Quebec 0.00% No change 672 $67K
National Bank of Canada 0.00% Reduce -11.3% 718 $63K
Nomura Asset Management Co. Ltd. 0.00% Add +32.6% 610 $61K
Security National Bank 0.01% No change 500 $50K
Front Row Advisors LLC 0.02% New 486 $49K
Addison Advisors LLC 0.02% No change 479 $48K
Whittier Trust Co. 0.00% No change 475 $48K
JNBA Financial Advisors 0.00% No change 465 $47K
Orion Capital Management LLC 0.02% No change 445 $45K
First United Bank & Trust 0.02% No change 425 $43K
CENTRAL TRUST Co 0.00% Add +39.6% 384 $38K
Leonteq Securities AG 0.01% Reduce -37.3% 377 $38K
Group One Trading LLC 0.00% Add +1.9% 371 $37K
Bessemer Group Inc. 0.00% Add +174.1% 370 $37K
AdvisorNet Financial, Inc 0.00% Add +41.3% 315 $32K
Quarry LP 0.01% Reduce -14.9% 273 $27K
New England Capital Financial Advisors LLC 0.01% New 250 $25K
Rise Advisors, LLC 0.01% New 234 $23K
Spire Wealth Management 0.00% Add +1333.3% 215 $22K
Bangor Savings Bank 0.00% No change 203 $20K
Red Tortoise LLC 0.01% Add +704.0% 201 $20K
Pinnacle Bancorp, Inc. 0.01% No change 180 $18K
Quadrant Capital Group LLC 0.00% Reduce -34.4% 166 $17K
Asset Dedication, LLC 0.00% No change 149 $15K
LGT Financial Advisors LLC 0.02% No change 143 $14K
New Covenant Trust Company, N.A. 0.01% — 142 $14K
Rogco, LP 0.01% Reduce -45.9% 139 $14K
Sunbelt Securities, Inc. 0.00% New 134 $13K
Private Trust Co. NA 0.00% Add +82.6% 126 $13K
Peregrine Capital Management LLC 0.00% No change 125 $13K
Creekmur Asset Management LLC 0.00% Reduce -55.9% 124 $12K
Gleason Group, Inc. 0.00% Add +0.8% 123 $12K
Parallel Advisors, LLC 0.00% Add +6.2% 120 $12K
Cutler Group LLC / CA 0.01% Reduce -93.3% 121 $12K
Kelly Financial Services LLC 0.00% New 110 $11K
Jones Financial Companies LLLP 0.00% New 107 $11K
Huntington National Bank 0.00% No change 106 $11K
HHM Wealth Advisors, LLC 0.00% No change 100 $10K
Concourse Financial Group Securities, Inc. 0.00% No change 100 $10K
Crewe Advisors LLC 0.00% Add +145.0% 98 $10K
UMB Bank, n.a. 0.00% Reduce -21.3% 96 $10K
Covestor Ltd 0.01% Reduce -54.0% 92 $9K
Westside Investment Management, Inc. 0.00% Add +1.2% 87 $9K
Investors Research Corp 0.00% No change 87 $9K
West Branch Capital LLC 0.00% No change 86 $9K
Mather Group, Llc. 0.00% New 85 $8K
Atticus Wealth Management, LLC 0.00% Reduce -3.6% 80 $8K
GAMMA Investing LLC 0.00% Add +10.1% 76 $8K
Trust Co. of Vermont 0.00% No change 75 $8K
First Community Trust NA 0.01% Reduce -28.7% 72 $7K
Mechanics Financial Corp 0.00% Add +133.3% 70 $7K
St Germain D J Co. Inc. 0.00% No change 65 $7K
Exchange Traded Concepts, LLC 0.00% No change 65 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 60 $6K
City State Bank 0.00% No change 62 $6K
Smithfield Trust Co 0.00% No change 55 $6K
Smartleaf Asset Management LLC 0.00% Add +5200.0% 53 $5K
Eukles Asset Management 0.00% No change 50 $5K
MCF Advisors LLC 0.00% New 46 $5K
Harbour Investments, Inc. 0.00% No change 45 $5K
Arax Advisory Partners 0.00% Add +2.3% 44 $4K
Birchbrook, Inc. 0.00% No change 41 $4K
Quent Capital, LLC 0.00% Add +24.2% 41 $4K
Logan Capital Management Inc. 0.00% No change 40 $4K
Annapolis Financial Services, LLC 0.00% No change 39 $4K
Frazier Financial Advisors, LLC 0.00% No change 37 $4K
NewSquare Capital LLC 0.00% No change 37 $4K
Allworth Financial LP 0.00% Reduce -10.8% 33 $3K
Oliver Lagore Vanvalin Investment Group 0.00% No change 32 $3K
Signaturefd, LLC 0.00% Reduce -71.7% 32 $3K
Versant Capital Management, Inc 0.00% New 30 $3K
LRI Investments, LLC 0.00% — 29 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -99.4% 28 $3K
Key Financial Inc 0.00% No change 25 $3K
Global Retirement Partners, LLC 0.00% Add +1150.0% 25 $3K
JFS Wealth Advisors, LLC 0.00% No change 23 $2K
Hoese & Co LLP 0.00% No change 24 $2K
Bell Investment Advisors, Inc 0.00% No change 21 $2K
Beacon Capital Management, LLC 0.00% New 17 $2K
Glen Eagle Advisors, LLC 0.00% No change 14 $1K
Private Wealth Management Group, LLC 0.00% No change 14 $1K
Sound Income Strategies, LLC 0.00% Add +8.3% 13 $1K
First Horizon Advisors, Inc. 0.00% No change 12 $1K
Ulland Investment Advisors, LLC 0.00% No change 13 $1K
CIBC Private Wealth Group LLC 0.00% New 10 $990
SJS Investment Consulting Inc. 0.00% No change 9 $902
Provenance Wealth Advisors, LLC 0.00% No change 9 $901
Financial Perspectives, Inc 0.00% No change 9 $882
Raffa Wealth Management, LLC 0.00% No change 7 $701
DiNuzzo Private Wealth, Inc. 0.00% Reduce -14.3% 6 $601
Parkside Financial Bank & Trust 0.00% Reduce -37.5% 5 $501
PSI Advisors, LLC 0.00% No change 4 $400
EverSource Wealth Advisors, LLC 0.00% Reduce -95.7% 4 $341
MV Capital Management, Inc. 0.00% No change 1 $101
TFO Wealth Partners, LLC 0.00% No change 1 $100
Lindbrook Capital, LLC 0.00% New 1 $100

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