PolarisPII

13F holders, Q4 2024 (December 31)
434holders −6
67new positions
85sold out
8famous investors
$57.64avg. 13F price*

At the end of Q4 2024, 434 institutions reported holding Polaris Inc. (PII) in their 13F filings, down 6 from Q3 2024. 67 opened new positions and 85 sold out. The largest holders were Capital World Investors ($354.7M), Vanguard Group Inc. ($325.1M) and BlackRock, Inc. ($271.5M). 8 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions67$95.7M
Exits85$72.6M

All 13F filers, Q3 2024 → Q4 2024: 7,225,522 shares bought and 4,195,477 shares sold, net +3,030,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 434 holders

Capital World Investors 0.05% Add +6.7% 6,156,285 $354.7M
Vanguard Group Inc. 0.01% Add +0.7% 5,642,463 $325.1M
BlackRock, Inc. 0.01% Add +3.6% 4,711,200 $271.5M
State Street Corp. 0.01% Add +11.5% 3,239,593 $186.7M
Beutel, Goodman & Co Ltd. 0.87% Add +2.6% 2,775,331 $159.9M
Manufacturers Life Insurance Company, The 0.12% Add +0.9% 2,284,077 $131.6M
Dimensional Fund Advisors LP 0.01% Add +17.9% 1,070,862 $61.7M
Confluence Investment Management LLC 0.81% Reduce -2.0% 1,018,304 $58.7M
American Century Companies Inc. 0.03% Add +32.5% 995,872 $57.4M
Artisan Partners Limited Partnership 0.08% Add +132.6% 900,891 $51.9M
Rwwm, Inc. 4.68% Add +377.4% 889,698 $51.3M
Morgan Stanley 0.00% Add +37.4% 887,771 $51.2M
Geode Capital Management, LLC 0.00% Reduce -0.7% 864,182 $49.8M
Bank of New York Mellon Corp 0.01% Add +45.3% 776,473 $44.7M
Select Equity Group, L.P. 0.16% Reduce -65.5% 669,370 $38.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.0% 555,307 $32.0M
Brown Advisory Inc. 0.04% Add +4.5% 525,028 $30.3M
ProShare Advisors LLC 0.06% Add +7.8% 472,337 $27.2M
Northern Trust Corp. 0.00% Add +20.9% 444,962 $25.6M
Norges Bank 0.00% Add +449.0% 427,953 $24.7M
River Road Asset Management, LLC 0.31% Reduce -1.4% 410,768 $23.7M
Ameriprise Financial Inc. 0.01% Add +73.2% 404,001 $23.3M
Auto-Owners Insurance Co 0.52% New 400,000 $23.0M
Raymond James Financial Inc. 0.01% — 377,918 $21.8M
LSV Asset Management 0.04% Reduce -0.5% 310,300 $17.9M
Southernsun Asset Management, LLC 2.05% Add +22.8% 284,957 $16.4M
Wells Fargo & Company 0.00% Reduce -12.6% 274,282 $15.8M
Kiltearn Partners LLP 2.61% Add +77.3% 274,200 $15.8M
Eubel Brady & Suttman Asset Management Inc. 2.19% Add +34.8% 265,517 $15.3M
First Trust Advisors LP 0.01% Reduce -0.3% 262,932 $15.2M
Systematic Financial Management LP 0.36% Add +7.7% 247,177 $14.2M
Hawk Ridge Capital Management LP 0.62% New 227,376 $13.1M
Citadel Advisors 0.01% Add +56.3% 226,159 $13.0M
Royal London Asset Management Ltd. 0.03% Add +1.1% 223,847 $12.9M
Silver Heights Capital Management Inc 5.35% Reduce -0.0% 208,974 $12.0M
AQR Capital Management 0.02% Reduce -45.5% 208,266 $12.0M
Invesco Ltd. 0.00% Reduce -10.1% 199,511 $11.5M
Squarepoint Ops LLC 0.03% Add +315.8% 177,241 $10.2M
Voloridge Investment Management, LLC 0.04% Add +141.2% 175,724 $10.1M
Hotchkis & Wiley Capital Management LLC 0.03% Add +15.4% 175,708 $10.1M
Bank of America Corp. 0.00% Reduce -41.8% 175,683 $10.1M
Jane Street Group, LLC 0.02% Add +459.5% 174,594 $10.1M
Qube Research & Technologies Ltd 0.02% Add +197.0% 162,283 $9.4M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +10.1% 161,796 $9.3M
UBS Group AG 0.00% Add +19.0% 155,347 $9.0M
TD Asset Management Inc 0.01% Reduce -7.6% 144,920 $8.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.7% 143,705 $8.3M
Rhumbline Advisers 0.01% Add +0.3% 143,540 $8.3M
FMR LLC 0.00% Add +6.1% 141,837 $8.2M
Millennium Management 0.01% Reduce -29.9% 136,970 $7.9M
Franklin Resources Inc. 0.00% Reduce -20.6% 134,150 $7.7M
Nuveen Asset Management, LLC 0.00% Reduce -2.9% 133,996 $7.7M
Stifel Financial Corp. 0.01% Add +18.7% 122,293 $7.0M
Principal Financial Group Inc. 0.00% Reduce -1.0% 120,149 $6.9M
Divisar Capital Management LLC 1.50% New 120,000 $6.9M
JPMorgan Chase & Co. 0.00% Reduce -90.7% 119,695 $6.9M
Meiji Yasuda Asset Management Co Ltd. 0.25% Add +14.6% 116,302 $6.7M
Susquehanna Fundamental Investments, LLC 0.11% — 115,353 $6.6M
Bank of Montreal 0.00% Reduce -29.0% 114,671 $6.6M
Nuance Investments, LLC 0.26% New 109,411 $6.3M
Kennedy Capital Management LLC 0.14% Add +104.1% 108,877 $6.3M
Legal & General Group Plc 0.00% Reduce -0.5% 108,301 $6.2M
Swiss National Bank 0.00% Reduce -0.6% 104,200 $6.0M
California Public Employees Retirement System 0.00% Reduce -8.8% 104,092 $6.0M
Natixis 0.04% New 103,509 $6.0M
Engineers Gate Manager LP 0.10% New 100,006 $5.8M
Holocene Advisors, LP 0.02% Add +15.3% 98,904 $5.7M
Renaissance Technologies 0.01% Add +231.3% 98,400 $5.7M
Aquatic Capital Management LLC 0.15% Add +146.2% 96,495 $5.6M
Van Eck Associates Corp. 0.01% Add +130.4% 94,404 $5.4M
Quantinno Capital Management LP 0.05% Add +248.4% 93,387 $5.4M
Royal Bank of Canada 0.00% Reduce -2.7% 87,376 $5.0M
Jump Financial, LLC 0.11% Add +24.0% 86,904 $5.0M
Hunter Perkins Capital Management, LLC 1.05% Add +33.2% 86,249 $5.0M
Susquehanna International Group, LLP 0.01% Add +458.4% 77,672 $4.5M
Goldman Sachs Group Inc. 0.00% Reduce -16.8% 70,036 $4.0M
LPL Financial LLC 0.00% Reduce -3.8% 69,444 $4.0M
Alps Advisors Inc. 0.02% Add +17.4% 67,974 $3.9M
Creative Planning 0.00% Reduce -1.8% 67,591 $3.9M
Retirement Systems of Alabama 0.01% Add +0.1% 63,742 $3.7M
Citigroup Inc. 0.00% Add +659.3% 63,466 $3.7M
Alliancebernstein L.P. 0.00% Reduce -11.6% 62,616 $3.6M
Benjamin Edwards Inc. 0.05% Reduce -5.3% 60,575 $3.5M
Cerity Partners LLC 0.01% Add +1.5% 42,176 $3.4M
GMO 0.01% Reduce -9.0% 59,315 $3.4M
Corebridge Financial, Inc. 0.02% Reduce -4.3% 59,313 $3.4M
Mairs & Power Inc. 0.03% Reduce -27.9% 56,751 $3.3M
Verition Fund Management LLC 0.02% Reduce -10.3% 55,204 $3.2M
Allianz Asset Management GmbH 0.00% New 54,577 $3.1M
HM Payson & Co. 0.05% Reduce -0.8% 53,646 $3.1M
New York State Teachers Retirement System 0.01% Reduce -7.2% 53,165 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 51,922 $3.0M
Mariner, LLC 0.01% Add +1.2% 51,759 $3.0M
Barclays PLC 0.00% Add +31.6% 51,074 $2.9M
National Bank of Canada 0.00% Add +4484.5% 50,475 $2.9M
California State Teachers Retirement System 0.00% Reduce -3.7% 49,461 $2.8M
Victory Capital Management Inc. 0.00% Add +9.0% 47,697 $2.7M
Man Group plc 0.01% New 43,858 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Add +1.2% 43,405 $2.5M
Envestnet Asset Management Inc. 0.00% Add +8.4% 41,445 $2.4M
BNP Paribas Financial Markets 0.00% Add +61.6% 38,962 $2.2M
State Board of Administration of Florida Retirement System 0.00% No change 38,820 $2.2M
Neo Ivy Capital Management 0.45% Add +525.5% 38,766 $2.2M
Assenagon Asset Management S.A. 0.00% New 38,373 $2.2M
Round Hill Asset Management 1.55% Reduce -2.7% 38,027 $2.2M
S&T Bank 0.69% Reduce -24.0% 37,541 $2.2M
Two Sigma Investments, LP 0.01% New 37,214 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +6.9% 36,076 $2.1M
Quantbot Technologies LP 0.08% Add +74.0% 35,944 $2.1M
ARGA Investment Management, LP 0.07% No change 35,162 $2.0M
Goelzer Investment Management, Inc. 0.11% Reduce -9.8% 34,224 $2.0M
Diversified Trust Co. 0.05% Add +0.1% 33,875 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +39.6% 31,883 $1.8M
D. E. Shaw & Co. 0.00% Reduce -0.5% 31,538 $1.8M
Advisory Services Network, LLC 0.03% Add +1.3% 30,833 $1.8M
CenterBook Partners LP 0.10% Add +72.3% 29,801 $1.7M
Capital Fund Management S.A. 0.02% Reduce -24.6% 29,645 $1.7M
MetLife Investment Management, LLC 0.01% Add +9.1% 29,534 $1.7M
IFG Advisory, LLC 0.10% Add +10.9% 29,420 $1.7M
Nordea Investment Management AB 0.00% Add +0.6% 28,811 $1.7M
State of Alaska, Department of Revenue 0.02% Add +371.7% 28,979 $1.7M
Schonfeld Strategic Advisors LLC 0.01% New 28,241 $1.6M
Alberta Investment Management Corp 0.01% Add +122.5% 28,040 $1.6M
Selway Asset Management 0.63% Reduce -0.7% 27,994 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -2.2% 27,692 $1.6M
South Dakota Investment Council 0.03% No change 27,420 $1.6M
Koss-Olinger Consulting, LLC 0.14% Add +13.6% 27,046 $1.6M
HSBC Holdings PLC 0.00% New 26,994 $1.6M
Guggenheim Capital LLC 0.01% Add +66.5% 26,687 $1.5M
Alaska Permanent Fund Corp 0.02% No change 25,769 $1.5M
Public Employees Retirement System of Ohio 0.01% Reduce -33.2% 25,726 $1.5M
Janus Henderson Group PLC 0.00% No change 25,395 $1.5M
Paralel Advisors LLC 0.06% Add +10.0% 25,079 $1.4M
RBF Capital, LLC 0.07% Add +150.0% 25,000 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +1.4% 24,904 $1.4M
Russell Investments Group, Ltd. 0.00% Reduce -2.3% 24,627 $1.4M
Amalgamated Bank 0.01% No change 24,533 $1.4M
PEAK6 LLC 0.05% — 23,918 $1.4M
Landscape Capital Management, L.L.C. 0.15% Reduce -30.1% 23,817 $1.4M
Gotham Asset Management 0.01% Reduce -65.5% 23,480 $1.4M
Angeles Wealth Management, LLC 0.11% New 22,875 $1.3M
Natixis Advisors, LLC 0.00% Reduce -3.5% 22,824 $1.3M
Treasurer of the State of North Carolina 0.01% Add +0.6% 22,649 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +1.1% 22,484 $1.3M
Osaic Holdings, Inc. 0.00% Add +8.8% 22,098 $1.3M
Empowered Funds, LLC 0.02% Add +38.2% 21,413 $1.2M
New York State Common Retirement Fund 0.00% Reduce -12.3% 21,284 $1.2M
Amundi 0.00% New 21,266 $1.2M
Harvest Investment Advisors, LLC 0.81% Add +11.2% 20,341 $1.2M
IMC-Chicago, LLC 0.03% New 20,140 $1.2M
Edgestream Partners, L.P. 0.05% New 20,032 $1.2M
Nisa Investment Advisors, LLC 0.00% Reduce -18.8% 19,915 $1.1M
Comerica Bank 0.00% Reduce -5.0% 19,864 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -2.6% 19,758 $1.1M
Gsa Capital Partners LLP 0.08% New 19,447 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% — 19,048 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% New 18,938 $1.1M
Wolverine Trading, LLC 0.02% New 18,990 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -1.9% 18,685 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -2.7% 18,479 $1.1M
HRT Financial LP 0.01% Reduce -26.6% 18,285 $1.1M
Ontario Teachers Pension Plan Board 0.01% Add +46.2% 17,792 $1.0M
FORA Capital, LLC 0.11% Add +521.5% 17,285 $996K
Independent Financial Group, LLC 0.03% New 17,147 $988K
Ensign Peak Advisors, Inc 0.00% No change 16,937 $976K
Toronto Dominion Bank 0.00% Reduce -1.1% 16,294 $938K
Axq Capital, LP 0.42% Add +92.0% 16,120 $929K
Lantz Financial LLC 0.24% Add +12.6% 15,616 $900K
Arizona State Retirement System 0.01% Reduce -0.6% 15,370 $886K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -14.0% 15,268 $880K
MML Investors Services, LLC 0.00% New 15,234 $878K
Mork Capital Management, LLC 0.57% No change 15,000 $864K
Teza Capital Management LLC 0.13% New 14,938 $861K
Louisiana State Employees Retirement System 0.02% Add +0.7% 14,600 $841K
Aigen Investment Management, LP 0.15% New 14,561 $839K
Crestline Management, L.P. 0.03% New 14,494 $835K
Handelsbanken Fonder AB 0.00% Reduce -16.3% 14,400 $830K
Tudor Investment Corporation 0.01% New 13,909 $801K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +13.8% 13,885 $800K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.4% 13,838 $797K
Sei Investments Co. 0.00% Add +52.2% 13,690 $789K
JLB & Associates Inc. 0.10% Reduce -36.2% 13,103 $755K
Jones Financial Companies LLLP 0.00% Add +57.5% 13,084 $754K
Investors Research Corp 0.16% No change 12,437 $717K
State of Michigan Retirement System 0.00% Reduce -0.8% 12,379 $713K
Thrivent Financial for Lutherans 0.00% Add +0.2% 12,335 $711K
Macquarie Group Ltd. 0.00% No change 11,800 $680K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 11,652 $671K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.2% 11,578 $667K
Ilmarinen Mutual Pension Insurance Co 0.01% No change 11,506 $663K
Walleye Capital LLC 0.01% Add +4.5% 11,222 $647K
New Mexico Educational Retirement Board 0.02% No change 11,100 $640K
Ameritas Investment Partners, Inc. 0.02% No change 10,751 $619K
Union Heritage Capital, LLC 0.23% No change 10,731 $618K
Oregon Public Employees Retirement Fund 0.01% No change 10,638 $613K
Schechter Investment Advisors, LLC 0.05% Reduce -2.3% 10,612 $611K
KLP Kapitalforvaltning As 0.00% — 10,600 $611K
Occudo Quantitative Strategies LP 0.11% New 10,535 $607K
Caprock Group, LLC 0.02% Add +174.4% 10,531 $607K
Alpine Woods Capital Investors, LLC 0.11% New 10,500 $605K
PNC Financial Services Group, Inc. 0.00% Reduce -11.6% 10,471 $603K
Mitchell & Pahl Private Wealth, LLC 0.28% Add +10.6% 10,359 $597K
Cetera Investment Advisers 0.00% Reduce -13.8% 10,012 $577K
Caption Management, LLC 0.02% New 9,769 $563K
Keybank National Association 0.00% Reduce -0.0% 9,444 $544K
Vanguard Personalized Indexing Management, LLC 0.01% Add +61.2% 9,406 $542K
Camelot Portfolios, LLC 0.58% Reduce -11.0% 9,399 $542K
Brevan Howard Capital Management LP 0.01% Add +13.1% 9,345 $538K
Bluespring Wealth Management, LLC 0.05% Reduce -1.1% 8,960 $516K
Mirabella Financial Services LLP 0.05% New 8,884 $511K
Oppenheimer Asset Management Inc. 0.01% Reduce -3.3% 8,784 $506K
Robertson Stephens Wealth Management, LLC 0.02% No change 8,500 $490K
Farmers & Merchants Investments Inc. 0.02% Reduce -37.5% 8,458 $487K
Gateway Investment Advisers LLC 0.01% Add +7.6% 8,351 $481K
Simplex Trading, LLC 0.01% New 8,300 $478K
Pictet Asset Management Holding SA 0.00% Add +17.6% 8,278 $477K
Wedbush Securities Inc. 0.02% Add +16.3% 8,255 $476K
Kingswood Wealth Advisors, LLC 0.04% Add +64.5% 8,214 $473K
Pacer Advisors, Inc. 0.00% Add +1.9% 7,817 $450K
Sheaff Brock Investment Advisors, LLC 0.04% No change 7,774 $448K
Linden Thomas Advisory Services, LLC 0.06% Reduce -1.0% 7,605 $438K
Wynn Capital, LLC 0.28% Reduce -2.7% 7,594 $438K
Hidden Cove Wealth Management, LLC 0.35% — 7,506 $432K
Jain Global LLC 0.01% — 7,490 $432K
Polymer Capital Management (US) LLC 0.14% — 7,416 $427K
Keynote Financial Services LLC 0.33% Add +20.4% 7,334 $423K
Dahring | Cusmano LLC 0.38% — 7,235 $417K
Captrust Financial Advisors 0.00% Reduce -8.1% 7,046 $406K
Quadrature Capital Ltd 0.01% Add +101.7% 7,046 $406K
Illinois Municipal Retirement Fund 0.01% No change 7,019 $404K
Inspire Investing, LLC 0.04% Add +41.6% 6,962 $401K
Nomura Holdings Inc. 0.00% New 6,956 $401K
ExodusPoint Capital Management, LP 0.00% New 6,848 $395K
Deutsche Bank AG 0.00% Reduce -78.5% 6,662 $384K
Tidal Investments LLC 0.00% New 6,639 $383K
Zurich Insurance Group Ltd 0.00% No change 6,600 $380K
Impact Partnership Wealth, LLC 0.08% New 6,555 $378K
US Bancorp \de 0.00% Reduce -23.4% 6,473 $373K
Claro Advisors Inc. 0.05% Reduce -18.2% 6,445 $371K
Sanctuary Advisors, LLC 0.00% Add +14.7% 7,504 $368K
Voya Investment Management LLC 0.00% Reduce -6.6% 6,256 $360K
Baird Financial Group, Inc. 0.00% Add +19.9% 6,138 $354K
Focus Partners Advisor Solutions, LLC 0.01% Add +125.4% 6,090 $351K
Xponance LLC 0.00% Add +5.1% 5,956 $343K
&partners 0.00% Add +30.2% 5,893 $341K
Federated Hermes, Inc. 0.00% Reduce -1.6% 5,645 $325K
Dynamic Technology Lab Private Ltd 0.05% New 5,560 $320K
Shell Asset Management Co. 0.01% Reduce -0.2% 5,467 $315K
Bayforest Capital Ltd 0.39% — 5,456 $314K
Silvercrest Asset Management Group LLC 0.00% Reduce -42.4% 5,395 $311K
Ridgewood Investments LLC 0.15% Add +191.1% 5,309 $306K
Alley Investment Management Company, LLC 0.04% Reduce -1.5% 5,291 $305K
Public Employees Retirement Association of Colorado 0.00% No change 5,276 $304K
HighTower Advisors, LLC 0.00% Add +20.4% 5,238 $302K
SG Americas Securities, LLC 0.00% New 5,198 $300K
Unique Wealth Strategies, LLC 0.13% Reduce -45.3% 5,200 $300K
Summit Financial, LLC 0.01% New 5,143 $296K
Hancock Whitney Corp. 0.01% Reduce -65.7% 5,086 $293K
Walleye Trading LLC 0.01% Add +33.0% 5,072 $292K
Northwest Wealth Management, LLC 0.06% New 4,886 $282K
State of Wisconsin Investment Board 0.00% Reduce -86.9% 4,875 $281K
Prudential Financial Inc. 0.00% Reduce -14.8% 4,119 $275K
RIA Advisory Group LLC 0.09% Add +1.1% 4,701 $271K
Cibc World Market Inc. 0.00% Reduce -38.7% 4,680 $270K
Petrus Trust Company, LTA 0.03% New 4,649 $268K
Advisor OS, LLC 0.03% New 4,497 $259K
Oxford Asset Management LLP 0.12% New 4,485 $258K
Pathstone Holdings, LLC 0.00% Add +1.7% 4,477 $258K
Cadence Bank 0.02% Reduce -0.7% 4,478 $258K
Avantax Advisory Services, Inc. 0.00% Reduce -8.2% 4,429 $255K
Cwm, LLC 0.00% Add +29.9% 4,413 $254K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.3% 4,393 $253K
Aptus Capital Advisors, LLC 0.00% Add +34.0% 4,327 $249K
Hennion & Walsh Asset Management, Inc. 0.01% Add +25.9% 4,212 $243K
Jacobs Levy Equity Management, Inc. 0.00% New 4,208 $242K
Bayesian Capital Management, LP 0.03% New 4,192 $242K
Tiemann Investment Advisors, LLC 0.11% Reduce -0.5% 4,190 $241K
Corient Private Wealth LP 0.00% Reduce -67.8% 4,111 $237K
CPC Advisors, LLC 0.03% New 4,070 $235K
Two Sigma Advisers, LP 0.00% New 4,000 $230K
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.1% 3,970 $229K
Securian Asset Management, Inc. 0.01% Reduce -2.7% 3,963 $228K
Truist Financial Corp. 0.00% Reduce -17.9% 3,960 $228K
Isthmus Partners, LLC 0.03% Reduce -15.1% 3,921 $226K
Capital Investment Advisors, LLC 0.00% Add +1.3% 3,907 $225K
Apollon Wealth Management, LLC 0.01% New 3,815 $220K
Code Waechter LLC 0.19% Add +43.8% 3,724 $215K
Private Advisor Group, LLC 0.00% Reduce -9.5% 3,630 $209K
Janney Montgomery Scott LLC 0.00% Add +7.9% 3,601 $208K
MJP Associates Inc. 0.04% New 3,597 $207K
Trajan Wealth LLC 0.01% Add +23.5% 3,549 $204K
Tower Research Capital LLC (TRC) 0.00% Add +250.5% 3,424 $197K
AlphaQuest LLC 0.03% New 3,303 $190K
CoreCap Advisors, LLC 0.01% Reduce -42.8% 3,282 $189K
Sterling Capital Management LLC 0.00% Add +58.2% 3,095 $178K
Leonteq Securities AG 0.02% Add +133.0% 2,947 $170K
Eastern Bank 0.00% No change 2,600 $150K
Generali Asset Management SPA SGR 0.00% — 2,571 $148K
KBC Group NV 0.00% Add +79.0% 2,561 $148K
DekaBank Deutsche Girozentrale 0.00% No change 2,594 $148K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -62.2% 2,425 $140K
Arax Advisory Partners 0.01% Add +418.4% 2,032 $117K
IFP Advisors, Inc 0.00% Add +4.4% 1,933 $112K
Truvestments Capital LLC 0.03% Reduce -17.0% 1,802 $104K
State of Wyoming 0.01% New 1,649 $95K
Principal Securities, Inc. 0.00% Reduce -0.2% 1,592 $92K
NewEdge Advisors, LLC 0.00% Reduce -19.8% 1,486 $86K
Caitong International Asset Management Co., Ltd 0.08% — 1,451 $84K
Farther Finance Advisors, LLC 0.00% Reduce -18.9% 1,190 $69K
Global Trust Asset Management, LLC 0.02% No change 1,106 $64K
Cullen/Frost Bankers, Inc. 0.00% Add +4.0% 1,040 $60K
Federation des caisses Desjardins du Quebec 0.00% Add +2.2% 1,031 $59K
Signaturefd, LLC 0.00% Add +82.6% 1,017 $59K
GAMMA Investing LLC 0.00% Add +232.7% 968 $56K
Stephens Consulting, LLC 0.01% No change 910 $52K
Fifth Third Bancorp 0.00% Add +3.8% 678 $39K
MAI Capital Management 0.00% New 653 $38K
JNBA Financial Advisors 0.00% Add +35.5% 630 $36K
Nomura Asset Management Co. Ltd. 0.00% No change 610 $35K
Painted Porch Advisors LLC 0.02% Reduce -47.6% 550 $32K
Lindbrook Capital, LLC 0.00% Add +295.4% 518 $30K
Larson Financial Group LLC 0.00% Add +386.5% 506 $29K
Twin Tree Management, LP 0.00% New 499 $29K
Whittier Trust Co. 0.00% No change 475 $27K
First United Bank & Trust 0.01% No change 425 $24K
Front Row Advisors LLC 0.01% No change 424 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -57.5% 417 $24K
Quadrant Capital Group LLC 0.00% Reduce -12.2% 404 $23K
Riverview Trust Co 0.02% New 402 $23K
Venturi Wealth Management, LLC 0.00% Add +14.3% 399 $23K
Group One Trading LLC 0.00% Add +24.9% 396 $23K
UMB Bank, n.a. 0.00% Add +48.6% 376 $22K
First Horizon Advisors, Inc. 0.00% Add +54.0% 362 $21K
Parallel Advisors, LLC 0.00% Add +127.9% 351 $20K
GeoWealth Management, LLC 0.00% Add +295.4% 340 $20K
Sanctuary Wealth Management, L.L.C. 0.01% New 301 $17K
Global Retirement Partners, LLC 0.00% Add +91.6% 295 $17K
Geneos Wealth Management Inc. 0.00% Add +64.3% 281 $16K
CENTRAL TRUST Co 0.00% No change 275 $16K
New England Capital Financial Advisors LLC 0.01% Add +1.2% 257 $15K
Human Investing LLC 0.00% New 239 $14K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 233 $13K
Covestor Ltd 0.01% Add +4.9% 234 $13K
Headlands Technologies LLC 0.00% Add +180.0% 224 $13K
Storebrand Asset Management As 0.00% Reduce -84.0% 216 $12K
Rise Advisors, LLC 0.01% Reduce -22.0% 209 $12K
Danske Bank A/S 0.00% Reduce -71.4% 200 $12K
Bangor Savings Bank 0.00% Reduce -2.1% 184 $11K
Red Tortoise LLC 0.01% Add +1.1% 180 $10K
Pinnacle Bancorp, Inc. 0.00% Reduce -10.0% 180 $10K
Addison Advisors LLC 0.00% Reduce -28.8% 173 $10K
R Squared Ltd 0.01% — 160 $9K
GW&K Investment Management, LLC 0.00% Reduce -42.2% 155 $9K
Asset Dedication, LLC 0.00% No change 149 $9K
Bessemer Group Inc. 0.00% Reduce -32.2% 143 $8K
Huntington National Bank 0.00% Reduce -45.6% 137 $8K
Peregrine Capital Management LLC 0.00% No change 125 $7K
Vermillion Wealth Management, Inc. 0.00% — 116 $7K
Brooklyn Investment Group 0.00% Add +87.1% 116 $7K
Versant Capital Management, Inc 0.00% Add +292.6% 106 $6K
TCTC Holdings, LLC 0.00% New 106 $6K
CI Investments Inc. 0.00% Reduce -88.4% 100 $6K
Bank of New Hampshire 0.00% Reduce -83.5% 103 $6K
HHM Wealth Advisors, LLC 0.00% No change 100 $6K
AdvisorNet Financial, Inc 0.00% Reduce -64.5% 100 $6K
Wilmington Savings Fund Society, FSB 0.00% No change 100 $6K
Kennebec Savings Bank 0.01% No change 100 $6K
Harbour Investments, Inc. 0.00% Reduce -26.7% 96 $6K
Concourse Financial Group Securities, Inc. 0.00% Add +1.0% 102 $5K
Mechanics Financial Corp 0.00% No change 90 $5K
Westside Investment Management, Inc. 0.00% Add +1.1% 90 $5K
Atticus Wealth Management, LLC 0.00% No change 80 $5K
Rogco, LP 0.00% Reduce -34.5% 76 $4K
Hexagon Capital Partners LLC 0.00% Reduce -73.2% 74 $4K
First Community Trust NA 0.00% No change 72 $4K
Spire Wealth Management 0.00% Reduce -79.8% 70 $4K
Orion Capital Management LLC 0.00% New 69 $4K
EverSource Wealth Advisors, LLC 0.00% Add +1260.0% 68 $4K
Mather Group, Llc. 0.00% No change 67 $4K
St Germain D J Co. Inc. 0.00% No change 65 $4K
Creative Financial Designs Inc. 0.00% No change 63 $4K
City State Bank 0.00% No change 62 $4K
Smartleaf Asset Management LLC 0.00% Reduce -58.0% 55 $3K
Wood Tarver Financial Group, LLC 0.00% — 60 $3K
Hollencrest Capital Management 0.00% New 52 $3K
Millstone Evans Group, LLC 0.00% — 50 $3K
Bfsg, LLC 0.00% New 50 $3K
Trust Co. of Vermont 0.00% No change 50 $3K
Eukles Asset Management 0.00% No change 50 $3K
MCF Advisors LLC 0.00% No change 46 $3K
West Branch Capital LLC 0.00% Reduce -47.7% 45 $3K
Birchbrook, Inc. 0.00% No change 42 $2K
Montag & Caldwell, LLC 0.00% New 41 $2K
Quent Capital, LLC 0.00% No change 41 $2K
Logan Capital Management Inc. 0.00% No change 40 $2K
NewSquare Capital LLC 0.00% No change 37 $2K
CIBC Private Wealth Group LLC 0.00% Reduce -85.4% 37 $2K
Oliver Lagore Vanvalin Investment Group 0.00% No change 33 $2K
Parkside Financial Bank & Trust 0.00% Reduce -70.4% 29 $2K
LRI Investments, LLC 0.00% No change 29 $2K
Private Trust Co. NA 0.00% No change 27 $2K
Key Financial Inc 0.00% No change 25 $1K
Hoese & Co LLP 0.00% No change 24 $1K
Avior Wealth Management, LLC 0.00% New 24 $1K
SBI Securities Co., Ltd. 0.00% — 23 $1K
Bell Investment Advisors, Inc 0.00% No change 21 $1K
Navigoe, LLC 0.00% — 27 $1K
Ulland Investment Advisors, LLC 0.00% No change 13 $1K
Hemington Wealth Management 0.00% No change 31 $1K
Capital Analysts, LLC 0.00% New 12 $1K
MV Capital Management, Inc. 0.00% Add +300.0% 16 $922
Blue Trust, Inc. 0.00% Reduce -96.3% 15 $864
Allworth Financial LP 0.00% Reduce -94.9% 16 $861
Glen Eagle Advisors, LLC 0.00% No change 14 $826
Sound Income Strategies, LLC 0.00% No change 13 $775
WealthTrak Capital Management LLC 0.00% — 10 $577
Private Wealth Management Group, LLC 0.00% Reduce -68.8% 10 $577
Concord Wealth Partners 0.00% New 10 $576
Financial Perspectives, Inc 0.00% No change 9 $521
Bruce G. Allen Investments, LLC 0.00% Reduce -18.2% 9 $519
Provenance Wealth Advisors, LLC 0.00% No change 9 $519
CVA Family Office, LLC 0.00% Add +33.3% 8 $461
Raffa Wealth Management, LLC 0.00% No change 7 $403
Assetmark, Inc. 0.00% New 7 $403
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $346
Cornerstone Planning Group LLC 0.00% New 5 $283
Lanark Financial, Inc. 0.02% — 4 $239
New Millennium Group LLC 0.00% New 3 $173
Crewe Advisors LLC 0.00% New 3 $173
Global Financial Private Client, LLC 0.00% New 2 $115
JFS Wealth Advisors, LLC 0.00% Reduce -95.2% 1 $58
Parkworth Wealth Management, Inc. 0.00% — 1 $58
Creekmur Asset Management LLC 0.00% No change 1 $31
Capital Advisors, Ltd. LLC 0.00% Reduce -92.9% 1 $0

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