PolarisPII
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 440 institutions reported holding Polaris Inc. (PII) in their 13F filings, down 7 from Q2 2024. 60 opened new positions and 72 sold out. The largest holders were Capital World Investors ($480.1M), Vanguard Group Inc. ($466.4M) and BlackRock, Inc. ($378.4M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Polaris Inc.
- CUSIP
- 731068102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $94.9M |
| Exits | 72 | $76.9M |
All 13F filers, Q2 2024 → Q3 2024: 4,805,310 shares bought and 5,795,164 shares sold, net −989,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 440 holders
| Capital World Investors | 0.07% | Reduce -13.8% | 5,768,235 | $480.1M |
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 5,602,605 | $466.4M |
| BlackRock, Inc. | 0.01% | — | 4,545,461 | $378.4M |
| State Street Corp. | 0.01% | Reduce -3.7% | 2,904,512 | $241.8M |
| Beutel, Goodman & Co Ltd. | 1.11% | Reduce -0.9% | 2,705,565 | $225.2M |
| Manufacturers Life Insurance Company, The | 0.17% | Add +3.2% | 2,262,990 | $188.4M |
| Select Equity Group, L.P. | 0.59% | Add +384.5% | 1,941,289 | $161.6M |
| JPMorgan Chase & Co. | 0.01% | Add +74.6% | 1,283,332 | $106.8M |
| Confluence Investment Management LLC | 1.16% | Add +0.7% | 1,039,359 | $86.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -7.7% | 907,904 | $75.6M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 870,031 | $72.4M |
| American Century Companies Inc. | 0.04% | Add +94.2% | 751,620 | $62.6M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 646,270 | $53.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +44.6% | 555,410 | $46.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.0% | 534,547 | $44.5M |
| Brown Advisory Inc. | 0.05% | Reduce -4.4% | 502,175 | $41.8M |
| ProShare Advisors LLC | 0.09% | Add +22.1% | 438,322 | $36.5M |
| River Road Asset Management, LLC | 0.45% | Reduce -23.4% | 416,520 | $34.7M |
| Raymond James & Associates | 0.02% | Reduce -3.9% | 389,868 | $32.5M |
| Artisan Partners Limited Partnership | 0.05% | New | 387,349 | $32.2M |
| AQR Capital Management | 0.04% | Add +31.4% | 381,768 | $31.8M |
| Northern Trust Corp. | 0.01% | Reduce -4.8% | 367,923 | $30.6M |
| Wells Fargo & Company | 0.01% | Reduce -4.0% | 313,980 | $26.1M |
| LSV Asset Management | 0.06% | Reduce -7.6% | 311,800 | $26.0M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 301,931 | $25.1M |
| First Trust Advisors LP | 0.02% | Add +18.5% | 263,584 | $21.9M |
| Ameriprise Financial Inc. | 0.01% | Add +139.2% | 233,262 | $19.4M |
| Southernsun Asset Management, LLC | 2.29% | Reduce -31.4% | 231,969 | $19.3M |
| Systematic Financial Management LP | 0.49% | Add +9.9% | 229,565 | $19.1M |
| Invesco Ltd. | 0.00% | Reduce -36.5% | 222,023 | $18.5M |
| Royal London Asset Management Ltd. | 0.05% | Add +0.4% | 221,481 | $18.4M |
| Silver Heights Capital Management Inc | 7.28% | Reduce -0.7% | 209,048 | $17.4M |
| Eubel Brady & Suttman Asset Management Inc. | 2.34% | Add +0.4% | 196,980 | $16.4M |
| Millennium Management | 0.01% | Reduce -61.9% | 195,253 | $16.3M |
| Rwwm, Inc. | 1.43% | Reduce -31.6% | 186,376 | $15.5M |
| Franklin Resources Inc. | 0.00% | Add +12.2% | 169,004 | $13.7M |
| Bank of Montreal | 0.01% | Add +4.3% | 161,579 | $13.7M |
| TD Asset Management Inc | 0.01% | Reduce -1.0% | 156,796 | $13.3M |
| Kiltearn Partners LLP | 1.75% | Add +147.9% | 154,700 | $12.9M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | New | 152,208 | $12.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +5.2% | 146,966 | $12.2M |
| Citadel Advisors | 0.01% | Reduce -47.4% | 144,743 | $12.0M |
| Rhumbline Advisers | 0.01% | Reduce -2.9% | 143,149 | $11.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -2.4% | 138,041 | $11.5M |
| FMR LLC | 0.00% | Add +22.0% | 133,665 | $11.1M |
| UBS Group AG | 0.00% | Reduce -5.9% | 130,506 | $10.9M |
| Weiss Asset Management LP | 0.40% | New | 130,275 | $10.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -31.3% | 121,360 | $10.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.8% | 121,062 | $10.1M |
| Kodai Capital Management LP | 0.21% | New | 119,656 | $10.0M |
| California Public Employees Retirement System | 0.01% | Add +7.8% | 114,160 | $9.5M |
| Legal & General Group Plc | 0.00% | Add +1.9% | 108,892 | $9.1M |
| Swiss National Bank | 0.01% | Reduce -0.7% | 104,800 | $8.7M |
| Stifel Financial Corp. | 0.01% | Add +11.8% | 103,061 | $8.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.32% | Reduce -1.9% | 101,512 | $8.4M |
| Fisher Asset Management | 0.00% | Reduce -0.1% | 100,089 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -48.1% | 89,773 | $7.5M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +24.3% | 90,180 | $7.3M |
| Holocene Advisors, LP | 0.03% | Add +6.6% | 85,755 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -61.3% | 84,196 | $7.0M |
| Mairs & Power Inc. | 0.06% | Reduce -78.2% | 78,739 | $6.6M |
| Norges Bank | 0.00% | No change | 77,953 | $6.5M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -29.0% | 72,848 | $6.1M |
| LPL Financial LLC | 0.00% | Add +11.6% | 72,213 | $6.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -16.3% | 70,850 | $5.9M |
| Jump Financial, LLC | 0.12% | Add +387.9% | 70,084 | $5.8M |
| Creative Planning | 0.01% | Add +11.7% | 68,811 | $5.7M |
| Gotham Asset Management | 0.06% | Reduce -37.1% | 67,992 | $5.7M |
| GMO | 0.02% | Add +34.5% | 65,166 | $5.4M |
| Hunter Perkins Capital Management, LLC | 1.09% | Reduce -0.4% | 64,741 | $5.4M |
| Benjamin Edwards Inc. | 0.08% | Add +8867.5% | 63,938 | $5.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -54.1% | 63,658 | $5.3M |
| AdvisorShares Investments LLC | 1.00% | Add +1.6% | 62,555 | $5.2M |
| Corebridge Financial, Inc. | 0.03% | Reduce -7.8% | 61,962 | $5.2M |
| Verition Fund Management LLC | 0.04% | Add +821.3% | 61,562 | $5.1M |
| Alps Advisors Inc. | 0.03% | Reduce -8.6% | 57,916 | $4.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.1% | 57,303 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -82.0% | 54,638 | $4.5M |
| HM Payson & Co. | 0.08% | Reduce -2.0% | 54,071 | $4.5M |
| Kennedy Capital Management LLC | 0.10% | New | 53,349 | $4.4M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 51,365 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -3.8% | 51,134 | $4.3M |
| S&T Bank | 1.08% | Reduce -4.0% | 49,401 | $4.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -11.2% | 47,075 | $3.9M |
| Victory Capital Management Inc. | 0.00% | Add +167.1% | 43,762 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.7% | 42,904 | $3.6M |
| Squarepoint Ops LLC | 0.01% | New | 42,626 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +11.6% | 41,564 | $3.5M |
| Capital Fund Management S.A. | 0.04% | Reduce -56.5% | 39,332 | $3.3M |
| Aquatic Capital Management LLC | 0.09% | Reduce -23.1% | 39,200 | $3.3M |
| Round Hill Asset Management | 2.15% | Reduce -2.0% | 39,094 | $3.3M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 38,820 | $3.2M |
| Barclays PLC | 0.00% | Reduce -14.3% | 38,805 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Add +93.5% | 38,527 | $3.2M |
| Readystate Asset Management LP | 0.40% | New | 38,400 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.3% | 38,235 | $3.2M |
| Goelzer Investment Management, Inc. | 0.17% | Reduce -2.2% | 37,958 | $3.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -1.9% | 37,194 | $3.1M |
| ARGA Investment Management, LP | 0.10% | Add +42.8% | 35,162 | $2.9M |
| Van Eck Associates Corp. | 0.00% | Add +35.2% | 40,966 | $2.9M |
| Landscape Capital Management, L.L.C. | 0.29% | New | 34,085 | $2.8M |
| Diversified Trust Co. | 0.07% | Reduce -0.1% | 33,842 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.3% | 33,751 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -85.4% | 31,702 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -81.3% | 31,204 | $2.6M |
| Deutsche Bank AG | 0.00% | Add +448.4% | 30,981 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -63.3% | 29,700 | $2.5M |
| Nordea Investment Management AB | 0.00% | Reduce -4.9% | 28,628 | $2.4M |
| Advisory Services Network, LLC | 0.05% | No change | 30,441 | $2.4M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -71.7% | 28,323 | $2.4M |
| Selway Asset Management | 0.92% | No change | 28,194 | $2.3M |
| South Dakota Investment Council | 0.04% | No change | 27,420 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.2% | 27,068 | $2.3M |
| Quantinno Capital Management LP | 0.03% | Add +545.1% | 26,803 | $2.2M |
| IFG Advisory, LLC | 0.14% | Add +19.2% | 26,529 | $2.2M |
| AE Wealth Management LLC | 0.02% | New | 26,414 | $2.2M |
| Alaska Permanent Fund Corp | 0.03% | No change | 25,769 | $2.1M |
| Janus Henderson Group PLC | 0.00% | No change | 25,395 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.7% | 25,198 | $2.1M |
| HRT Financial LP | 0.01% | Reduce -79.3% | 24,920 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.1% | 24,563 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.2% | 24,535 | $2.0M |
| Amalgamated Bank | 0.02% | Reduce -25.8% | 24,533 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -27.5% | 24,284 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -53.2% | 24,111 | $2.0M |
| Koss-Olinger Consulting, LLC | 0.17% | Reduce -0.4% | 23,810 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +25.7% | 23,660 | $2.0M |
| Loudon Investment Management, LLC | 1.07% | Reduce -9.8% | 23,417 | $1.9M |
| Pinkerton Wealth, LLC | 0.28% | Add +7.8% | 22,910 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.9% | 22,836 | $1.9M |
| Paralel Advisors LLC | 0.08% | No change | 22,799 | $1.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.9% | 22,509 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +5.2% | 22,243 | $1.8M |
| Comerica Bank | 0.01% | Reduce -9.1% | 20,908 | $1.7M |
| Quantbot Technologies LP | 0.07% | Reduce -44.5% | 20,661 | $1.7M |
| JLB & Associates Inc. | 0.22% | Reduce -16.1% | 20,538 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.9% | 20,311 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.7% | 20,293 | $1.7M |
| Wellington Management Group LLP | 0.00% | Add +11.1% | 20,236 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +87.8% | 19,540 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 19,055 | $1.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 19,000 | $1.6M |
| Harvest Investment Advisors, LLC | 1.04% | Add +11.3% | 18,301 | $1.5M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 17,751 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 17,751 | $1.5M |
| CenterBook Partners LP | 0.09% | Reduce -68.1% | 17,292 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Add +60.8% | 17,200 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,937 | $1.4M |
| Toronto Dominion Bank | 0.00% | Add +2.9% | 16,484 | $1.4M |
| Intrepid Capital Management Inc. | 0.75% | New | 16,178 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -38.3% | 16,031 | $1.3M |
| Empowered Funds, LLC | 0.02% | Reduce -50.3% | 15,495 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +2.9% | 15,459 | $1.3M |
| Mork Capital Management, LLC | 0.89% | No change | 15,000 | $1.2M |
| Hancock Whitney Corp. | 0.04% | Add +9.9% | 14,808 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.3% | 14,500 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.6% | 13,911 | $1.2M |
| Lantz Financial LLC | 0.31% | Reduce -4.0% | 13,870 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.3% | 13,777 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -21.6% | 13,544 | $1.1M |
| Prentice Capital Management, LP | 2.44% | New | 13,181 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -9.9% | 12,769 | $1.1M |
| Alberta Investment Management Corp | 0.01% | No change | 12,600 | $1.0M |
| State of Michigan Retirement System | 0.01% | Reduce -2.4% | 12,479 | $1.0M |
| Investors Research Corp | 0.23% | Add +0.6% | 12,437 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.1% | 12,311 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 12,201 | $1.0M |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -66.6% | 12,173 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.1% | 11,846 | $986K |
| Macquarie Group Ltd. | 0.00% | Reduce -89.7% | 11,800 | $982K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -1.9% | 11,626 | $968K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 11,620 | $967K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.9% | 11,551 | $962K |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 11,506 | $958K |
| New Mexico Educational Retirement Board | 0.03% | No change | 11,100 | $924K |
| Schechter Investment Advisors, LLC | 0.07% | Add +14.2% | 10,860 | $904K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -33.5% | 10,751 | $895K |
| Walleye Capital LLC | 0.01% | Reduce -64.4% | 10,738 | $894K |
| Union Heritage Capital, LLC | 0.33% | No change | 10,731 | $893K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -3.2% | 10,638 | $886K |
| Camelot Portfolios, LLC | 0.87% | Reduce -33.6% | 10,562 | $879K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -37.4% | 10,085 | $839K |
| RBF Capital, LLC | 0.04% | New | 10,000 | $832K |
| Unique Wealth Strategies, LLC | 0.34% | Reduce -10.9% | 9,509 | $792K |
| Keybank National Association | 0.00% | New | 9,448 | $786K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -0.6% | 9,373 | $780K |
| Mitchell & Pahl Private Wealth, LLC | 0.36% | Add +3.9% | 9,370 | $780K |
| Security National Bank of So Dak | 0.42% | Reduce -0.9% | 9,100 | $757K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -55.3% | 9,080 | $756K |
| Bluespring Wealth Management, LLC | 0.08% | No change | 9,060 | $754K |
| Sei Investments Co. | 0.00% | Add +149.8% | 8,996 | $749K |
| Security National Bank of Sioux City Iowa | 0.45% | Add +0.5% | 8,760 | $729K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -0.3% | 8,500 | $708K |
| Jones Financial Companies LLLP | 0.00% | Add +135.2% | 8,305 | $706K |
| US Bancorp \de | 0.00% | Reduce -1.6% | 8,448 | $703K |
| Axq Capital, LP | 0.21% | Reduce -16.8% | 8,395 | $699K |
| Citigroup Inc. | 0.00% | Add +79.9% | 8,358 | $696K |
| Brevan Howard Capital Management LP | 0.03% | Reduce -60.0% | 8,262 | $688K |
| Claro Advisors Inc. | 0.08% | Add +3.3% | 7,881 | $656K |
| Wynn Capital, LLC | 0.43% | Add +7.7% | 7,804 | $650K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 7,774 | $647K |
| Gateway Investment Advisers LLC | 0.01% | Add +9.8% | 7,763 | $646K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +2.7% | 7,679 | $639K |
| Pacer Advisors, Inc. | 0.00% | Reduce -4.2% | 7,675 | $639K |
| Captrust Financial Advisors | 0.00% | Reduce -7.1% | 7,666 | $638K |
| Cibc World Market Inc. | 0.00% | Add +4.0% | 7,631 | $635K |
| Wedbush Securities Inc. | 0.02% | Add +13.1% | 7,097 | $591K |
| Pictet Asset Management Holding SA | 0.00% | Add +4.4% | 7,037 | $586K |
| Cinctive Capital Management LP | 0.03% | New | 7,040 | $586K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 7,019 | $584K |
| Voya Investment Management LLC | 0.00% | Reduce -9.0% | 6,696 | $557K |
| Zurich Insurance Group Ltd | 0.00% | No change | 6,600 | $549K |
| Virtu Financial LLC | 0.03% | New | 6,424 | $535K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.5% | 6,410 | $534K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -18.8% | 6,129 | $518K |
| Entropy Technologies, LP | 0.05% | New | 6,220 | $518K |
| Neo Ivy Capital Management | 0.17% | New | 6,198 | $516K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.2% | 6,144 | $511K |
| Keynote Financial Services LLC | 0.39% | Add +14.3% | 6,094 | $507K |
| Neuberger Berman Group LLC | 0.00% | Add +129.1% | 6,006 | $500K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +25.3% | 5,834 | $486K |
| Federated Hermes, Inc. | 0.00% | Add +51.6% | 5,739 | $478K |
| CoreCap Advisors, LLC | 0.02% | New | 5,739 | $478K |
| Xponance LLC | 0.00% | Reduce -28.0% | 5,668 | $472K |
| Shell Asset Management Co. | 0.02% | — | 5,478 | $456K |
| Alley Investment Management Company, LLC | 0.06% | No change | 5,374 | $447K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.3% | 6,541 | $444K |
| Townsquare Capital LLC | 0.01% | Add +11.1% | 5,277 | $439K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,276 | $439K |
| Baird Financial Group, Inc. | 0.00% | Reduce -20.6% | 5,119 | $426K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 4,993 | $416K |
| Inspire Investing, LLC | 0.04% | Reduce -80.1% | 4,917 | $409K |
| Prudential Financial Inc. | 0.00% | Reduce -67.3% | 4,834 | $402K |
| Truist Financial Corp. | 0.00% | Reduce -82.7% | 4,826 | $402K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -15.2% | 4,822 | $401K |
| Nebula Research & Development LLC | 0.05% | New | 4,708 | $392K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -23.4% | 4,699 | $391K |
| RIA Advisory Group LLC | 0.14% | — | 4,652 | $387K |
| Isthmus Partners, LLC | 0.05% | Add +15.1% | 4,616 | $384K |
| Cadence Bank | 0.03% | Reduce -1.0% | 4,509 | $375K |
| SpiderRock Advisors, LLC | 0.01% | No change | 4,500 | $375K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.6% | 4,407 | $367K |
| Pathstone Holdings, LLC | 0.00% | Add +8.8% | 4,404 | $367K |
| Calton & Associates, Inc. | 0.14% | New | 4,402 | $366K |
| HighTower Advisors, LLC | 0.00% | Add +20.2% | 4,350 | $361K |
| Vestcor Inc | 0.01% | No change | 4,249 | $354K |
| Tiemann Investment Advisors, LLC | 0.15% | Add +2.4% | 4,210 | $350K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.3% | 4,074 | $339K |
| Sierra Summit Advisors LLC | 0.08% | Add +18.6% | 4,059 | $338K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.1% | 4,013 | $334K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.3% | 3,856 | $321K |
| Caprock Group, LLC | 0.01% | New | 3,838 | $319K |
| Walleye Trading LLC | 0.01% | Reduce -41.8% | 3,812 | $317K |
| Lanark Financial, Inc. | 0.03% | Reduce -27.3% | 3,760 | $312K |
| Ballentine Partners, LLC | 0.01% | Add +22.3% | 3,664 | $305K |
| Shelton Capital Management | 0.01% | No change | 3,657 | $304K |
| &partners | 0.01% | New | 4,527 | $303K |
| Atria Investments, Inc | 0.00% | Reduce -24.8% | 3,588 | $299K |
| Oak Thistle LLC | 0.10% | New | 3,571 | $297K |
| Novare Capital Management LLC | 0.02% | Reduce -45.1% | 3,505 | $292K |
| Quadrature Capital Ltd | 0.01% | Reduce -73.7% | 3,494 | $291K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 3,419 | $285K |
| Cwm, LLC | 0.00% | Add +67.7% | 3,397 | $283K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 3,346 | $279K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 3,338 | $278K |
| Paradigm, Strategies in Wealth Management, LLC | 0.18% | Add +0.8% | 3,331 | $277K |
| Avity Investment Management Inc. | 0.02% | Reduce -47.0% | 3,300 | $275K |
| Radnor Capital Management, LLC | 0.04% | New | 3,290 | $274K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.6% | 3,228 | $269K |
| FreeGulliver LLC | 0.16% | Add +0.2% | 3,206 | $267K |
| Second Line Capital, LLC | 0.07% | No change | 3,150 | $262K |
| M&T Bank Corp | 0.00% | Add +10.9% | 3,141 | $261K |
| HighPoint Advisor Group LLC | 0.01% | Add +3.3% | 3,612 | $254K |
| Commerce Bank | 0.00% | Reduce -64.7% | 3,050 | $254K |
| Kaye Capital Management | 0.10% | No change | 3,000 | $250K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,000 | $250K |
| LCNB Corp. | 0.09% | Reduce -1.1% | 2,998 | $250K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -27.5% | 2,982 | $248K |
| Raymond James Trust N.A. | 0.01% | Reduce -6.8% | 2,964 | $247K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -8.7% | 2,953 | $246K |
| Choreo, LLC | 0.00% | New | 2,965 | $245K |
| Edmp, Inc. | 0.20% | Reduce -0.2% | 2,939 | $245K |
| Prospera Financial Services Inc | 0.01% | Add +1.6% | 2,935 | $244K |
| Versor Investments LP | 0.04% | Reduce -75.1% | 2,909 | $242K |
| Trajan Wealth LLC | 0.01% | New | 2,873 | $239K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +0.5% | 2,850 | $237K |
| Utah Retirement Systems | 0.00% | No change | 2,800 | $233K |
| FORA Capital, LLC | 0.03% | New | 2,781 | $231K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -4.9% | 2,702 | $225K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.5% | 2,686 | $224K |
| Mercer Global Advisors Inc. | 0.00% | Add +3.9% | 2,697 | $223K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,594 | $219K |
| Paloma Partners Management Co | 0.01% | New | 2,603 | $217K |
| Eastern Bank | 0.00% | No change | 2,600 | $216K |
| Code Waechter LLC | 0.21% | — | 2,589 | $216K |
| Hilltop Holdings Inc. | 0.01% | Reduce -0.3% | 2,560 | $213K |
| Ethic Inc. | 0.01% | New | 2,110 | $211K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 2,472 | $206K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,453 | $204K |
| Modera Wealth Management, LLC | 0.00% | Reduce -10.4% | 2,416 | $201K |
| Truvestments Capital LLC | 0.05% | New | 2,172 | $181K |
| Ascentis Independent Advisors | 0.03% | New | 2,088 | $174K |
| Partnership Wealth Management, LLC | 0.12% | No change | 2,044 | $170K |
| Sterling Capital Management LLC | 0.00% | — | 1,956 | $163K |
| IFP Advisors, Inc | 0.01% | Reduce -12.1% | 1,852 | $154K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.8% | 1,852 | $154K |
| Ridgewood Investments LLC | 0.08% | Reduce -0.1% | 1,824 | $152K |
| Principal Securities, Inc. | 0.00% | Reduce -13.0% | 1,595 | $133K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.0% | 1,468 | $122K |
| KBC Group NV | 0.00% | No change | 1,431 | $119K |
| Storebrand Asset Management As | 0.00% | No change | 1,352 | $113K |
| Leonteq Securities AG | 0.01% | Add +6.0% | 1,265 | $105K |
| Global Trust Asset Management, LLC | 0.03% | Add +0.1% | 1,106 | $92K |
| National Bank of Canada | 0.00% | Add +19.9% | 1,101 | $92K |
| Lazard Asset Management LLC | 0.00% | Reduce -83.7% | 1,078 | $89K |
| Painted Porch Advisors LLC | 0.04% | Reduce -2.8% | 1,050 | $87K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +50.1% | 1,009 | $84K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,000 | $83K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -56.1% | 981 | $82K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.6% | 977 | $81K |
| Stephens Consulting, LLC | 0.02% | No change | 910 | $76K |
| CI Investments Inc. | 0.00% | Add +19.1% | 862 | $72K |
| Danske Bank A/S | 0.00% | New | 700 | $58K |
| Fifth Third Bancorp | 0.00% | Reduce -82.8% | 653 | $54K |
| Bank of New Hampshire | 0.01% | Reduce -68.5% | 625 | $52K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 610 | $51K |
| Signaturefd, LLC | 0.00% | Reduce -14.3% | 557 | $46K |
| nVerses Capital, LLC | 0.02% | Reduce -82.1% | 500 | $42K |
| Security National Bank | 0.01% | No change | 500 | $42K |
| Whittier Trust Co. | 0.00% | No change | 475 | $40K |
| JNBA Financial Advisors | 0.00% | No change | 465 | $39K |
| Quadrant Capital Group LLC | 0.00% | Add +15.9% | 460 | $38K |
| First United Bank & Trust | 0.01% | No change | 425 | $35K |
| Front Row Advisors LLC | 0.01% | Reduce -11.3% | 424 | $35K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 400 | $33K |
| Arax Advisory Partners | 0.00% | Add +105.2% | 392 | $33K |
| Quarry LP | 0.01% | Add +187.4% | 388 | $32K |
| Blue Trust, Inc. | 0.00% | Add +2431.3% | 405 | $32K |
| Operose Advisors LLC | 0.01% | New | 350 | $29K |
| Venturi Wealth Management, LLC | 0.00% | Add +534.5% | 349 | $29K |
| Spire Wealth Management | 0.00% | Add +542.6% | 347 | $29K |
| Group One Trading LLC | 0.00% | Add +1764.7% | 317 | $26K |
| Allworth Financial LP | 0.00% | No change | 311 | $26K |
| GAMMA Investing LLC | 0.00% | Add +182.5% | 291 | $24K |
| AdvisorNet Financial, Inc | 0.00% | Add +65.9% | 282 | $23K |
| Hexagon Capital Partners LLC | 0.00% | Add +128.1% | 276 | $23K |
| CENTRAL TRUST Co | 0.00% | Reduce -28.4% | 275 | $23K |
| Rise Advisors, LLC | 0.01% | Add +0.8% | 268 | $22K |
| GW&K Investment Management, LLC | 0.00% | Reduce -99.9% | 268 | $22K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.8% | 254 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Add +916.0% | 254 | $21K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -50.1% | 254 | $21K |
| UMB Bank, n.a. | 0.00% | Add +216.3% | 253 | $21K |
| Huntington National Bank | 0.00% | Add +37.7% | 252 | $21K |
| Addison Advisors LLC | 0.01% | Reduce -1.2% | 243 | $20K |
| First Horizon Advisors, Inc. | 0.00% | Add +50.6% | 235 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 233 | $19K |
| Covestor Ltd | 0.01% | Add +142.4% | 223 | $19K |
| Earned Wealth Advisors, LLC | 0.01% | New | 220 | $18K |
| Bessemer Group Inc. | 0.00% | Add +126.9% | 211 | $18K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 200 | $17K |
| Bangor Savings Bank | 0.00% | Reduce -5.5% | 188 | $16K |
| Red Tortoise LLC | 0.01% | Add +0.6% | 178 | $15K |
| Geneos Wealth Management Inc. | 0.00% | New | 171 | $14K |
| International Assets Investment Management, LLC | 0.00% | Reduce -83.1% | 170 | $14K |
| Ashton Thomas Securities, LLC | 0.00% | New | 164 | $14K |
| Global Retirement Partners, LLC | 0.00% | Add +100.0% | 154 | $13K |
| Parallel Advisors, LLC | 0.00% | Add +22.2% | 154 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 149 | $12K |
| LGT Financial Advisors LLC | 0.03% | No change | 143 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Add +445.8% | 131 | $11K |
| Lindbrook Capital, LLC | 0.00% | Add +19.1% | 131 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +191.1% | 131 | $11K |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 129 | $11K |
| Peregrine Capital Management LLC | 0.00% | No change | 125 | $10K |
| Rogco, LP | 0.00% | No change | 116 | $10K |
| Larson Financial Group LLC | 0.00% | Add +15.6% | 104 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +1.0% | 101 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 100 | $8K |
| Kennebec Savings Bank | 0.01% | — | 100 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 100 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +415.8% | 98 | $8K |
| Chilton Capital Management LLC | 0.00% | New | 93 | $8K |
| Mechanics Financial Corp | 0.00% | No change | 90 | $7K |
| Westside Investment Management, Inc. | 0.00% | Add +1.1% | 89 | $7K |
| West Branch Capital LLC | 0.00% | No change | 86 | $7K |
| GeoWealth Management, LLC | 0.00% | New | 86 | $7K |
| Atticus Wealth Management, LLC | 0.00% | No change | 80 | $7K |
| Headlands Technologies LLC | 0.00% | Reduce -42.9% | 80 | $7K |
| First Community Trust NA | 0.00% | No change | 72 | $6K |
| Mather Group, Llc. | 0.00% | Reduce -62.8% | 67 | $6K |
| St Germain D J Co. Inc. | 0.00% | No change | 65 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 63 | $5K |
| City State Bank | 0.00% | No change | 62 | $5K |
| Brooklyn Investment Group | 0.00% | New | 62 | $5K |
| Smithfield Trust Co | 0.00% | No change | 55 | $5K |
| Eukles Asset Management | 0.00% | No change | 50 | $4K |
| Trust Co. of Vermont | 0.00% | Reduce -33.3% | 50 | $4K |
| Fourpath Capital Management, LLC | 0.00% | New | 48 | $4K |
| MCF Advisors LLC | 0.00% | No change | 46 | $4K |
| Birchbrook, Inc. | 0.00% | Add +2.4% | 42 | $3K |
| Quent Capital, LLC | 0.00% | No change | 41 | $3K |
| Logan Capital Management Inc. | 0.00% | No change | 40 | $3K |
| Annapolis Financial Services, LLC | 0.00% | No change | 39 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 37 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +3.1% | 33 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +128.6% | 32 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -30.8% | 27 | $2K |
| Private Trust Co. NA | 0.00% | Reduce -59.7% | 27 | $2K |
| Key Financial Inc | 0.00% | No change | 25 | $2K |
| Hemington Wealth Management | 0.00% | New | 31 | $2K |
| Hoese & Co LLP | 0.00% | No change | 24 | $2K |
| LRI Investments, LLC | 0.00% | No change | 29 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -22.2% | 21 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -16.0% | 21 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 21 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 17 | $1K |
| Copley Financial Group, Inc. | 0.00% | — | 15 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 14 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 13 | $1K |
| M&R Capital Management Inc. | 0.00% | New | 13 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 13 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +75.0% | 14 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 11 | $916 |
| Abich Financial Wealth Management LLC | 0.00% | Reduce -98.6% | 10 | $832 |
| Rothschild Investment LLC | 0.00% | New | 10 | $832 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $749 |
| Financial Perspectives, Inc | 0.00% | No change | 9 | $745 |
| Voisard Asset Management Group, Inc. | 0.00% | New | 8 | $666 |
| Raffa Wealth Management, LLC | 0.00% | No change | 7 | $583 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.5% | 7 | $583 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -14.3% | 6 | $500 |
| CVA Family Office, LLC | 0.00% | New | 6 | $499 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 5 | $416 |
| PSI Advisors, LLC | 0.00% | No change | 4 | $333 |
| Fortitude Family Office, LLC | 0.00% | New | 4 | $333 |
| MV Capital Management, Inc. | 0.00% | Add +300.0% | 4 | $333 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 3 | $250 |
| First Personal Financial Services | 0.00% | New | 1 | $84 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $44 |
"% of holder's portfolio" is PII's weight in each manager's 13F, not the share of Polaris Inc. the manager owns.