PolarisPII

13F holders, Q3 2024 (September 30)
440holders −7
60new positions
72sold out
8famous investors
$83.22avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions60$94.9M
Exits72$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.