PolarisPII

13F holders, Q1 2025 (March 31)
392holders −42
54new positions
95sold out
8famous investors
$40.92avg. 13F price*

At the end of Q1 2025, 392 institutions reported holding Polaris Inc. (PII) in their 13F filings, down 42 from Q4 2024. 54 opened new positions and 95 sold out. The largest holders were Capital World Investors ($275.0M), Vanguard Group Inc. ($217.1M) and BlackRock, Inc. ($198.6M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions54$21.0M
Exits95$146.0M

All 13F filers, Q4 2024 → Q1 2025: 11,959,717 shares bought and 8,333,654 shares sold, net +3,626,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 392 holders

Capital World Investors 0.04% Add +9.1% 6,716,582 $275.0M
Vanguard Group Inc. 0.00% Reduce -6.0% 5,303,324 $217.1M
BlackRock, Inc. 0.00% Add +2.9% 4,849,905 $198.6M
Beutel, Goodman & Co Ltd. 0.66% Add +0.6% 2,790,910 $114.3M
State Street Corp. 0.00% Reduce -16.3% 2,711,384 $111.0M
Rwwm, Inc. 7.89% Add +169.2% 2,395,049 $98.1M
Select Equity Group, L.P. 0.30% Add +142.1% 1,620,565 $66.3M
Morgan Stanley 0.00% Add +54.4% 1,370,981 $56.1M
Dimensional Fund Advisors LP 0.01% Add +26.2% 1,351,398 $55.3M
American Century Companies Inc. 0.03% Add +7.2% 1,067,476 $43.7M
Artisan Partners Limited Partnership 0.06% Add +6.0% 955,415 $39.1M
Confluence Investment Management LLC 0.54% Reduce -9.4% 922,933 $37.8M
Geode Capital Management, LLC 0.00% Add +5.0% 907,481 $37.2M
Invesco Ltd. 0.01% Add +352.5% 902,751 $37.0M
Bank of New York Mellon Corp 0.01% Reduce -2.1% 760,092 $31.1M
Renaissance Technologies 0.04% Add +530.3% 620,200 $25.4M
Millennium Management 0.02% Add +341.5% 604,674 $24.8M
Charles Schwab Investment Management Inc. 0.00% Add +4.3% 579,429 $23.7M
ProShare Advisors LLC 0.05% Add +19.7% 565,523 $23.2M
Goldman Sachs Group Inc. 0.00% Add +677.2% 544,295 $22.3M
Jacobs Levy Equity Management, Inc. 0.08% Add +12099.2% 513,343 $21.0M
Eubel Brady & Suttman Asset Management Inc. 2.85% Add +82.9% 485,676 $19.9M
Divisar Capital Management LLC 5.11% Add +299.7% 479,639 $19.6M
Northern Trust Corp. 0.00% Add +5.5% 469,494 $19.2M
Two Sigma Investments, LP 0.04% Add +1146.7% 463,945 $19.0M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +150.6% 405,391 $16.6M
Ameriprise Financial Inc. 0.00% Reduce -2.0% 395,895 $16.2M
Two Sigma Advisers, LP 0.03% Add +9362.5% 378,500 $15.5M
Susquehanna International Group, LLP 0.02% Add +355.9% 354,095 $14.5M
Jump Financial, LLC 0.19% Add +243.8% 298,736 $12.2M
UBS Group AG 0.00% Add +88.7% 293,207 $12.0M
Hotchkis & Wiley Capital Management LLC 0.04% Add +64.5% 289,094 $11.8M
AQR Capital Management 0.01% Add +26.6% 263,644 $10.7M
Raymond James Financial Inc. 0.00% Reduce -31.2% 260,080 $10.6M
Kiltearn Partners LLP 1.95% Reduce -9.1% 249,300 $10.2M
LSV Asset Management 0.02% Reduce -19.7% 249,200 $10.2M
Gotham Asset Management 0.08% Add +900.6% 234,935 $9.6M
Wells Fargo & Company 0.00% Reduce -14.6% 234,141 $9.6M
Royal London Asset Management Ltd. 0.02% Reduce -1.6% 220,309 $9.0M
Cibc World Market Inc. 0.02% Add +4590.0% 219,491 $9.0M
Bank of America Corp. 0.00% Add +21.5% 213,463 $8.7M
Silver Heights Capital Management Inc 3.92% Add +0.8% 210,591 $8.6M
Verition Fund Management LLC 0.05% Add +274.8% 206,913 $8.5M
Systematic Financial Management LP 0.24% Reduce -18.4% 201,697 $8.3M
Kennedy Capital Management LLC 0.19% Add +79.9% 195,886 $8.0M
Squarepoint Ops LLC 0.02% Add +4.3% 184,780 $7.6M
Allianz Asset Management GmbH 0.01% Add +236.6% 183,689 $7.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +27.6% 183,289 $7.5M
FMR LLC 0.00% Add +26.8% 179,794 $7.4M
Man Group plc 0.02% Add +291.1% 171,549 $7.0M
Aquatic Capital Management LLC 0.17% Add +72.5% 166,489 $6.8M
Holocene Advisors, LP 0.02% Add +65.2% 163,364 $6.7M
Bank of Montreal 0.00% Add +40.1% 160,624 $6.6M
First Trust Advisors LP 0.01% Reduce -40.6% 156,112 $6.4M
Susquehanna Fundamental Investments, LLC 0.10% Add +26.7% 146,187 $6.0M
Rhumbline Advisers 0.01% Reduce -2.5% 139,995 $5.7M
TD Asset Management Inc 0.01% Reduce -5.4% 137,044 $5.6M
Russell Investments Group, Ltd. 0.01% Add +426.0% 129,531 $5.3M
Principal Financial Group Inc. 0.00% Add +0.3% 120,572 $4.9M
Legal & General Group Plc 0.00% Add +2.0% 110,517 $4.5M
Creative Planning 0.00% Add +57.1% 106,164 $4.3M
Swiss National Bank 0.00% Reduce -1.4% 102,700 $4.2M
Quantinno Capital Management LP 0.03% Add +8.9% 101,667 $4.2M
Van Eck Associates Corp. 0.01% Add +1.7% 95,979 $3.9M
Tudor Investment Corporation 0.03% Add +583.6% 95,083 $3.9M
JPMorgan Chase & Co. 0.00% Reduce -21.4% 94,016 $3.8M
Nuveen, LLC 0.00% — 132,332 $3.5M
Mairs & Power Inc. 0.04% Add +48.4% 84,215 $3.4M
Dark Forest Capital Management LP 0.16% New 83,895 $3.4M
Landscape Capital Management, L.L.C. 0.29% Add +235.5% 79,914 $3.3M
Alps Advisors Inc. 0.02% Add +7.8% 73,278 $3.0M
D. E. Shaw & Co. 0.00% Add +129.7% 72,448 $3.0M
Royal Bank of Canada 0.00% Reduce -19.9% 69,988 $2.9M
Barclays PLC 0.00% Add +36.6% 69,754 $2.9M
Victory Capital Management Inc. 0.00% Add +39.8% 66,693 $2.7M
Citadel Advisors 0.00% Reduce -70.6% 66,590 $2.7M
Retirement Systems of Alabama 0.01% Add +0.1% 63,806 $2.6M
Jane Street Group, LLC 0.00% Reduce -63.8% 63,171 $2.6M
GMO 0.01% Add +5.8% 62,731 $2.6M
Alliancebernstein L.P. 0.00% Reduce -1.6% 61,610 $2.5M
Corebridge Financial, Inc. 0.01% Reduce -2.4% 57,898 $2.4M
New York State Teachers Retirement System 0.01% No change 53,165 $2.2M
Cerity Partners LLC 0.00% Add +25.9% 53,082 $2.2M
Mariner, LLC 0.00% Add +1.4% 52,472 $2.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -0.5% 51,662 $2.1M
LPL Financial LLC 0.00% Reduce -26.0% 51,392 $2.1M
BNP Paribas Financial Markets 0.00% Add +25.8% 48,998 $2.0M
California State Teachers Retirement System 0.00% Reduce -2.1% 48,418 $2.0M
Brevan Howard Capital Management LP 0.05% Add +395.1% 46,266 $1.9M
Walleye Capital LLC 0.02% Add +308.8% 45,876 $1.9M
Angeles Wealth Management, LLC 0.16% Add +99.7% 45,679 $1.9M
Citigroup Inc. 0.00% Reduce -30.0% 44,439 $1.8M
S&T Bank 0.59% Add +17.5% 44,126 $1.8M
State of Alaska, Department of Revenue 0.02% Add +51.8% 43,977 $1.8M
State of New Jersey Common Pension Fund D 0.01% Add +31.9% 42,055 $1.7M
Ilex Capital Partners (UK) LLP 0.07% New 40,735 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -98.2% 40,586 $1.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -6.9% 40,422 $1.7M
Koss-Olinger Consulting, LLC 0.14% Add +49.2% 40,363 $1.7M
HRT Financial LP 0.01% Add +114.9% 39,290 $1.6M
ARGA Investment Management, LP 0.05% Add +11.5% 39,203 $1.6M
State Board of Administration of Florida Retirement System 0.00% No change 38,820 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +7.4% 38,737 $1.6M
Bard Financial Services, Inc. 0.19% New 38,520 $1.6M
Quantbot Technologies LP 0.05% Add +7.0% 38,454 $1.6M
Round Hill Asset Management 1.11% Reduce -1.3% 37,537 $1.5M
IFG Advisory, LLC 0.08% Add +18.9% 34,990 $1.4M
Stifel Financial Corp. 0.00% Reduce -71.7% 34,647 $1.4M
Diversified Trust Co. 0.03% Add +0.5% 34,054 $1.4M
Pathstone Holdings, LLC 0.01% Add +643.1% 33,267 $1.4M
Goelzer Investment Management, Inc. 0.08% Reduce -3.0% 33,182 $1.4M
HM Payson & Co. 0.02% Reduce -40.2% 32,085 $1.3M
Intrepid Capital Management Inc. 0.74% New 30,010 $1.2M
Osaic Holdings, Inc. 0.00% Add +34.5% 29,721 $1.2M
Nordea Investment Management AB 0.00% Add +3.2% 29,736 $1.2M
Auto-Owners Insurance Co 0.03% Reduce -98.0% 7,839 $1.2M
MetLife Investment Management, LLC 0.01% Reduce -1.5% 29,094 $1.2M
Selway Asset Management 0.47% Reduce -0.9% 27,744 $1.1M
Guggenheim Capital LLC 0.01% Add +3.5% 27,633 $1.1M
Arrowstreet Capital, Limited Partnership 0.00% New 27,628 $1.1M
South Dakota Investment Council 0.02% Reduce -1.1% 27,120 $1.1M
Deutsche Bank AG 0.00% Add +305.0% 26,982 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -2.6% 26,981 $1.1M
Camelot Portfolios, LLC 0.67% Add +180.7% 26,383 $1.1M
SummitTX Capital, L.P. 0.05% — 26,180 $1.1M
Janus Henderson Group PLC 0.00% No change 25,395 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +2.4% 25,494 $1.0M
Paralel Advisors LLC 0.04% No change 25,079 $1.0M
Marshall Wace, LLP 0.00% New 24,637 $1.0M
Entropy Technologies, LP 0.10% New 24,310 $995K
Jones Financial Companies LLLP 0.00% Add +82.2% 23,839 $986K
Independent Financial Group, LLC 0.03% Add +40.0% 23,997 $982K
Amalgamated Bank 0.01% Reduce -3.9% 23,585 $966K
Treasurer of the State of North Carolina 0.00% Add +4.1% 23,569 $965K
Qube Research & Technologies Ltd 0.00% Reduce -85.8% 23,071 $945K
Kestra Investment Management, LLC 0.02% New 22,606 $925K
Caprock Group, LLC 0.03% Add +112.7% 22,401 $917K
Alaska Permanent Fund Corp 0.01% No change 25,769 $875K
HSBC Holdings PLC 0.00% Reduce -21.5% 21,189 $855K
Public Employees Retirement System of Ohio 0.00% Reduce -21.1% 20,293 $831K
PEAK6 LLC 0.03% Reduce -16.1% 20,070 $822K
Yousif Capital Management, LLC 0.01% Reduce -0.0% 19,750 $809K
Jain Global LLC 0.02% Add +163.1% 19,704 $807K
Sei Investments Co. 0.00% Add +40.7% 19,258 $788K
Police & Firemen's Retirement System of New Jersey 0.01% No change 19,048 $780K
TD Waterhouse Canada Inc. 0.01% Reduce -16.9% 18,680 $772K
Teachers Retirement System of the State of Kentucky 0.01% No change 18,685 $765K
Wolverine Trading, LLC 0.02% Reduce -3.2% 18,379 $761K
State of Tennessee, Department of Treasury 0.00% No change 18,479 $757K
IMC-Chicago, LLC 0.03% Reduce -9.9% 18,152 $743K
Comerica Bank 0.00% Reduce -11.2% 17,631 $722K
Boyum Wealth Architects LLC 0.68% — 17,169 $703K
Norges Bank 0.00% Reduce -96.0% 17,006 $696K
Ensign Peak Advisors, Inc 0.00% No change 16,937 $693K
New York State Common Retirement Fund 0.00% Reduce -21.7% 16,659 $682K
Quadrant Capital Group LLC 0.03% Add +3964.6% 16,421 $672K
Toronto Dominion Bank 0.00% Reduce -0.5% 16,214 $664K
Wbi Investments, LLC 0.17% New 16,113 $660K
Arizona State Retirement System 0.00% Reduce -1.1% 15,198 $622K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +9.2% 15,157 $621K
Kerrisdale Advisers, LLC 0.26% New 15,080 $617K
Nebula Research & Development LLC 0.06% New 15,034 $615K
Mork Capital Management, LLC 0.48% No change 15,000 $614K
MML Investors Services, LLC 0.00% Reduce -1.7% 14,976 $613K
Lantz Financial LLC 0.17% Reduce -4.5% 14,918 $611K
Louisiana State Employees Retirement System 0.01% Add +0.7% 14,700 $602K
Handelsbanken Fonder AB 0.00% No change 14,400 $590K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.9% 14,234 $583K
Virtu Financial LLC 0.03% New 13,814 $566K
FORA Capital, LLC 0.06% Reduce -20.9% 13,670 $560K
Vanguard Personalized Indexing Management, LLC 0.01% Add +44.1% 13,555 $555K
Cwm, LLC 0.00% Add +198.1% 13,154 $539K
Ieq Capital, LLC 0.00% New 12,699 $520K
Alberta Investment Management Corp 0.00% Reduce -55.1% 12,600 $516K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +8.2% 12,531 $513K
Natixis Advisors, LLC 0.00% Reduce -45.4% 12,461 $510K
Investors Research Corp 0.11% No change 12,437 $509K
State of Michigan Retirement System 0.00% No change 12,379 $507K
Thrivent Financial for Lutherans 0.00% Reduce -0.4% 12,291 $503K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.23% New 12,100 $495K
Robertson Stephens Wealth Management, LLC 0.02% Add +41.6% 12,038 $493K
PNC Financial Services Group, Inc. 0.00% Add +14.8% 12,016 $492K
D.A. Davidson & Co. 0.00% New 11,841 $485K
SG Americas Securities, LLC 0.00% Add +127.5% 11,826 $484K
Macquarie Group Ltd. 0.00% No change 11,800 $483K
Captrust Financial Advisors 0.00% Add +67.1% 11,775 $482K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.0% 11,656 $477K
Ilmarinen Mutual Pension Insurance Co 0.00% No change 11,506 $471K
Ballentine Partners, LLC 0.01% New 11,186 $458K
Mitchell & Pahl Private Wealth, LLC 0.21% Add +7.7% 11,160 $457K
Nisa Investment Advisors, LLC 0.00% Reduce -44.0% 11,156 $457K
New Mexico Educational Retirement Board 0.02% No change 11,100 $454K
US Bancorp \de 0.00% Add +70.3% 11,021 $451K
Calton & Associates, Inc. 0.10% New 11,006 $451K
Oregon Public Employees Retirement Fund 0.01% Add +0.9% 10,738 $440K
Union Heritage Capital, LLC 0.16% No change 10,731 $439K
Keynote Financial Services LLC 0.32% Add +46.0% 10,710 $438K
Cetera Investment Advisers 0.00% Add +6.9% 10,701 $438K
KLP Kapitalforvaltning As 0.00% No change 10,600 $434K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.3% 10,506 $430K
Wealth Enhancement Advisory Services, LLC 0.00% Add +162.5% 10,423 $427K
State of Wisconsin Investment Board 0.00% Add +103.5% 9,921 $406K
NorthRock Partners, LLC 0.01% New 9,847 $403K
Prudential Financial Inc. 0.00% Add +72.1% 7,088 $403K
Keybank National Association 0.00% Add +1.5% 9,582 $392K
Catalyst Funds Management Pty Ltd 0.10% New 9,289 $380K
Bluespring Wealth Management, LLC 0.04% Reduce -1.1% 8,860 $363K
Inspire Investing, LLC 0.04% Add +21.2% 8,438 $345K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 8,300 $340K
Linden Thomas Advisory Services, LLC 0.04% Add +5.0% 7,984 $327K
Kingswood Wealth Advisors, LLC 0.03% Reduce -4.2% 7,866 $322K
M&T Bank Corp 0.00% New 7,840 $321K
Bayforest Capital Ltd 0.14% Add +43.1% 7,809 $320K
Sheaff Brock Investment Advisors, LLC 0.03% No change 7,774 $318K
Teacher Retirement System of Texas 0.00% New 7,746 $317K
Teza Capital Management LLC 0.14% Reduce -48.2% 7,737 $317K
Pictet Asset Management Holding SA 0.00% Reduce -7.2% 7,686 $315K
Hidden Cove Wealth Management, LLC 0.25% Add +2.1% 7,661 $314K
Jefferies Financial Group Inc. 0.01% New 7,653 $313K
Wynn Capital, LLC 0.19% Add +0.7% 7,649 $313K
Advisory Services Network, LLC 0.01% Reduce -75.5% 7,568 $310K
New Age Alpha Advisors, LLC 0.01% New 7,559 $309K
Gsa Capital Partners LLP 0.03% Reduce -61.7% 7,444 $305K
Ridgewood Investments LLC 0.14% Add +64.2% 8,718 $302K
Dahring | Cusmano LLC 0.26% Add +0.0% 7,236 $296K
Corient Private Wealth LP 0.00% Add +71.6% 7,054 $289K
Oak Thistle LLC 0.06% New 6,904 $283K
International Assets Investment Management, LLC 0.02% New 6,902 $283K
Focus Partners Advisor Solutions, LLC 0.00% Add +11.0% 6,761 $277K
Baird Financial Group, Inc. 0.00% Add +8.8% 6,680 $273K
Gateway Investment Advisers LLC 0.00% Reduce -20.7% 6,622 $271K
Voya Investment Management LLC 0.00% Add +2.9% 6,437 $264K
Brown Advisory Inc. 0.00% Reduce -98.8% 6,163 $252K
GAMMA Investing LLC 0.02% Add +529.8% 6,096 $250K
Xponance LLC 0.00% Add +1.9% 6,066 $248K
Summit Financial, LLC 0.01% Add +16.7% 6,001 $246K
RBF Capital, LLC 0.02% Reduce -76.0% 6,000 $246K
Ancora Advisors LLC 0.01% New 6,000 $246K
XTX Topco Ltd 0.01% New 5,862 $240K
Farmers & Merchants Investments Inc. 0.01% Reduce -32.6% 5,700 $233K
Advisor OS, LLC 0.03% Add +22.9% 5,527 $226K
Evergreen Capital Management LLC 0.01% New 5,480 $224K
Alley Investment Management Company, LLC 0.03% No change 5,291 $217K
Public Employees Retirement Association of Colorado 0.00% No change 5,276 $216K
Apollon Wealth Management, LLC 0.00% Add +37.8% 5,257 $215K
Shell Asset Management Co. 0.01% Reduce -3.9% 5,252 $215K
Unique Wealth Strategies, LLC 0.10% Reduce -0.1% 5,192 $213K
Truist Financial Corp. 0.00% Add +30.1% 5,154 $211K
Silvercrest Asset Management Group LLC 0.00% Reduce -4.9% 5,132 $210K
Avantax Advisory Services, Inc. 0.00% Add +15.5% 5,117 $209K
&partners 0.00% Reduce -14.4% 5,042 $209K
Parallel Advisors, LLC 0.00% Add +1328.5% 5,014 $205K
Wellington Management Group LLP 0.00% New 4,936 $202K
Northwest Wealth Management, LLC 0.04% Add +0.1% 4,889 $200K
Signaturefd, LLC 0.00% Add +314.0% 4,210 $172K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.8% 4,139 $169K
Securian Asset Management, Inc. 0.00% No change 3,963 $162K
Coldstream Capital Management Inc. 0.00% New 3,296 $135K
Group One Trading LLC 0.01% Add +706.3% 3,193 $131K
DekaBank Deutsche Girozentrale 0.00% Add +11.5% 2,892 $118K
Sterling Capital Management LLC 0.00% Reduce -6.9% 2,881 $118K
Generali Asset Management SPA SGR 0.00% Add +8.9% 2,799 $115K
Brooklyn Investment Group 0.02% Add +2181.0% 2,646 $108K
Eastern Bank 0.00% No change 2,600 $106K
KBC Group NV 0.00% No change 2,561 $105K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.5% 2,412 $99K
Lindbrook Capital, LLC 0.01% Add +337.6% 2,267 $93K
Leonteq Securities AG 0.01% Reduce -23.4% 2,256 $93K
Principal Securities, Inc. 0.00% No change 1,592 $92K
Quarry LP 0.02% New 2,126 $87K
CoreCap Advisors, LLC 0.00% Reduce -40.5% 1,953 $80K
IFP Advisors, Inc 0.00% Reduce -1.2% 1,909 $79K
Federated Hermes, Inc. 0.00% Reduce -66.4% 1,895 $78K
Federation des caisses Desjardins du Quebec 0.00% Add +56.7% 1,616 $66K
Nomura Asset Management Co. Ltd. 0.00% Add +134.4% 1,430 $59K
AlphaQuest LLC 0.01% Reduce -57.2% 1,414 $58K
NewEdge Advisors, LLC 0.00% Reduce -5.8% 1,400 $57K
National Bank of Canada 0.00% Reduce -97.3% 1,342 $55K
Tower Research Capital LLC (TRC) 0.00% Reduce -62.6% 1,279 $52K
MassMutual Private Wealth & Trust, FSB 0.00% Add +191.1% 1,214 $50K
Caitong International Asset Management Co., Ltd 0.04% Reduce -20.1% 1,159 $47K
Global Trust Asset Management, LLC 0.03% No change 1,106 $45K
Allworth Financial LP 0.00% Add +7462.5% 1,210 $43K
Fifth Third Bancorp 0.00% Add +46.9% 996 $41K
Truvestments Capital LLC 0.01% Reduce -49.0% 919 $38K
Stephens Consulting, LLC 0.01% No change 910 $37K
Opal Wealth Advisors, LLC 0.01% New 856 $35K
UMB Bank, n.a. 0.00% Add +114.1% 805 $33K
MAI Capital Management 0.00% Add +9.5% 715 $29K
Farther Finance Advisors, LLC 0.00% Reduce -44.3% 663 $27K
JNBA Financial Advisors 0.00% No change 630 $26K
Plante Moran Financial Advisors, LLC 0.00% New 597 $24K
Assetmark, Inc. 0.00% Add +8428.6% 597 $24K
Cullen/Frost Bankers, Inc. 0.00% Reduce -51.9% 500 $20K
Harbour Investments, Inc. 0.00% Add +417.7% 497 $20K
Arax Advisory Partners 0.00% Reduce -78.6% 434 $18K
First United Bank & Trust 0.01% No change 425 $17K
Front Row Advisors LLC 0.01% No change 424 $17K
Geneos Wealth Management Inc. 0.00% Add +32.0% 371 $15K
Hexagon Capital Partners LLC 0.00% Add +382.4% 357 $15K
Painted Porch Advisors LLC 0.01% Reduce -36.4% 350 $14K
Huntington National Bank 0.00% Add +143.8% 334 $14K
Rise Advisors, LLC 0.01% Add +55.5% 325 $13K
EverSource Wealth Advisors, LLC 0.00% Add +361.8% 314 $13K
New England Capital Financial Advisors LLC 0.01% Add +1.6% 261 $11K
AdvisorNet Financial, Inc 0.00% Add +145.0% 245 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 233 $10K
Quent Capital, LLC 0.00% Add +453.7% 227 $9K
Bessemer Group Inc. 0.00% Add +61.5% 231 $9K
Storebrand Asset Management As 0.00% No change 216 $9K
Danske Bank A/S 0.00% No change 200 $8K
Covestor Ltd 0.01% Reduce -12.8% 204 $8K
Private Wealth Management Group, LLC 0.00% Add +1760.0% 186 $8K
Red Tortoise LLC 0.00% Add +1.7% 183 $8K
Pinnacle Bancorp, Inc. 0.00% No change 180 $7K
Bangor Savings Bank 0.00% Reduce -4.9% 175 $7K
Asset Dedication, LLC 0.00% No change 149 $6K
Parkside Financial Bank & Trust 0.00% Add +406.9% 147 $6K
GHP Investment Advisors, Inc. 0.00% New 133 $5K
Clearstead Trust, LLC 0.00% New 130 $5K
HighMark Wealth Management LLC 0.00% New 130 $5K
Peregrine Capital Management LLC 0.00% No change 125 $5K
Private Trust Co. NA 0.00% Add +344.4% 120 $5K
Vermillion Wealth Management, Inc. 0.00% No change 116 $5K
Garde Capital, Inc. 0.00% New 115 $5K
TCTC Holdings, LLC 0.00% No change 106 $4K
HHM Wealth Advisors, LLC 0.00% No change 100 $4K
Kennebec Savings Bank 0.00% No change 100 $4K
Wilmington Savings Fund Society, FSB 0.00% No change 100 $4K
Bank of New Hampshire 0.00% Reduce -5.8% 97 $4K
Westside Investment Management, Inc. 0.00% Add +1.1% 91 $4K
Smartleaf Asset Management LLC 0.00% Add +61.8% 89 $4K
Inlight Wealth Management, LLC 0.00% New 84 $3K
SouthState Bank Corp 0.00% New 81 $3K
Atticus Wealth Management, LLC 0.00% No change 80 $3K
Beacon Capital Management, LLC 0.00% New 75 $3K
Whittier Trust Co. 0.00% Reduce -84.2% 75 $3K
Optiver Holding B.V. 0.00% New 73 $3K
First Community Trust NA 0.00% No change 72 $3K
Highline Wealth Partners LLC 0.00% New 70 $3K
Orion Capital Management LLC 0.00% No change 69 $3K
Creative Financial Designs Inc. 0.00% Add +7.9% 68 $3K
St Germain D J Co. Inc. 0.00% No change 65 $3K
Sachetta, LLC 0.00% New 63 $3K
City State Bank 0.00% No change 62 $3K
Wood Tarver Financial Group, LLC 0.00% No change 60 $2K
Bruce G. Allen Investments, LLC 0.00% Add +533.3% 57 $2K
True Wealth Design, LLC 0.00% New 56 $2K
Millstone Evans Group, LLC 0.00% No change 50 $2K
Trust Co. of Vermont 0.00% No change 50 $2K
Eukles Asset Management 0.00% No change 50 $2K
MCF Advisors LLC 0.00% No change 46 $2K
West Branch Capital LLC 0.00% No change 45 $2K
Bell Investment Advisors, Inc 0.00% Add +114.3% 45 $2K
Sound Income Strategies, LLC 0.00% Add +230.8% 43 $2K
Birchbrook, Inc. 0.00% Add +2.4% 43 $2K
Montag & Caldwell, 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
SBI Securities Co., Ltd. 0.00% Add +47.8% 34 $1K
MV Capital Management, Inc. 0.00% Add +106.3% 33 $1K
Bfsg, LLC 0.00% Reduce -40.0% 30 $1K
Rothschild Investment LLC 0.00% New 29 $1K
LRI Investments, LLC 0.00% No change 29 $1K
CENTRAL TRUST Co 0.00% Reduce -90.9% 25 $1K
Ulland Investment Advisors, LLC 0.00% No change 13 $1K
Navigoe, LLC 0.00% No change 27 $1K
Hemington Wealth Management 0.00% Reduce -16.1% 26 $1K
Capital Advisors, Ltd. LLC 0.00% Add +2200.0% 23 $1K
Hoese & Co LLP 0.00% No change 24 $982
Physician Wealth Advisors, Inc. 0.00% New 21 $860
WealthTrak Capital Management LLC 0.00% Add +100.0% 20 $819
Versant Capital Management, Inc 0.00% Reduce -84.9% 16 $655
Amundi 0.00% Reduce -99.9% 17 $614
Blue Trust, Inc. 0.00% No change 15 $614
Glen Eagle Advisors, LLC 0.00% No change 14 $587
Bare Financial Services, Inc 0.00% New 11 $450
Prestige Wealth Management Group LLC 0.00% New 10 $410
Sandy Spring Bank 0.00% New 10 $410
Binnacle Investments Inc 0.00% — 10 $409
Financial Perspectives, Inc 0.00% No change 9 $376
Provenance Wealth Advisors, LLC 0.00% No change 9 $368
CIBC Private Wealth Group LLC 0.00% Reduce -73.0% 10 $320
Raffa Wealth Management, LLC 0.00% No change 7 $287
TD Private Client Wealth LLC 0.00% New 5 $205
Global Financial Private Client, LLC 0.00% Add +100.0% 4 $164
Heck Capital Advisors, LLC 0.00% New 3 $123
Private Wealth Asset Management, LLC 0.00% — 2 $82
DiNuzzo Private Wealth, Inc. 0.00% Reduce -83.3% 1 $41
HFM Investment Advisors, LLC 0.00% — 1 $41
Creekmur Asset Management LLC 0.00% No change 1 $22
Hantz Financial Services, Inc. 0.00% New 8 $0

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