PolarisPII

13F holders, Q2 2026 (June 30)
479holders +31
83new positions
54sold out
8famous investors
$68.40avg. 13F price*

At the end of Q2 2026, 479 institutions reported holding Polaris Inc. (PII) in their 13F filings, up 31 from Q1 2026. 83 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($501.4M), Vanguard Portfolio Management LLC ($198.0M) and State Street Corp. ($184.3M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Polaris Inc.
CUSIP
731068102
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions83$150.9M
Exits54$48.7M

All 13F filers, Q1 2026 → Q2 2026: 5,779,814 shares bought and 10,013,131 shares sold, net −4,233,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 479 holders

BlackRock, Inc. 0.01% Add +3.8% 7,325,540 $501.4M
Vanguard Portfolio Management LLC 0.01% Add +3.8% 2,892,742 $198.0M
State Street Corp. 0.01% Add +4.7% 2,692,541 $184.3M
AQR Capital Management 0.06% Add +18.0% 2,566,179 $175.6M
Vanguard Capital Management LLC 0.00% Add +1.1% 2,434,514 $166.6M
American Century Companies Inc. 0.06% Add +2.3% 2,017,241 $138.1M
Capital World Investors 0.01% Reduce -58.7% 1,609,055 $110.1M
Geode Capital Management, LLC 0.01% Add +2.5% 1,444,365 $98.9M
Dimensional Fund Advisors LP 0.02% Reduce -13.3% 1,340,113 $91.7M
Canada Pension Plan Investment Board 0.04% Reduce -5.3% 1,137,008 $77.8M
Balyasny Asset Management L.P. 0.14% New 1,079,296 $73.9M
Auto-Owners Insurance Co 1.60% No change 1,035,000 $70.8M
Jacobs Levy Equity Management, Inc. 0.25% Add +56.3% 1,020,428 $69.8M
Morgan Stanley 0.00% Reduce -41.2% 1,019,846 $69.8M
Goldman Sachs Group Inc. 0.01% Reduce -47.5% 1,012,723 $69.3M
Ameriprise Financial Inc. 0.01% Reduce -2.7% 866,795 $59.3M
Northern Trust Corp. 0.01% Add +4.4% 713,983 $48.9M
UBS Group AG 0.01% Reduce -32.0% 707,010 $48.4M
Quantinno Capital Management LP 0.06% Add +89.5% 696,062 $47.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.7% 655,384 $44.9M
Gotham Asset Management 0.10% Reduce -7.8% 650,520 $44.5M
Two Sigma Investments, LP 0.03% Reduce -3.3% 646,151 $44.2M
Bank of New York Mellon Corp 0.01% Reduce -2.6% 639,691 $43.8M
Invesco Ltd. 0.00% Reduce -3.0% 629,092 $43.1M
ProShare Advisors LLC 0.05% Add +9.0% 532,959 $36.5M
Divisar Capital Management LLC 8.34% Add +10.7% 529,090 $36.2M
Rwwm, Inc. 2.52% Reduce -43.8% 499,211 $34.2M
Russell Investments Group, Ltd. 0.03% Add +76.7% 414,282 $28.4M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +3.1% 413,173 $28.3M
Vanguard Fiduciary Trust Co. 0.01% Add +12.4% 388,592 $26.6M
Cooper Creek Partners Management LLC 1.10% New 386,374 $26.4M
Allianz Asset Management GmbH 0.02% Add +272.7% 386,300 $26.4M
Artisan Partners Limited Partnership 0.04% Reduce -35.6% 376,357 $25.8M
Massachusetts Financial Services Co. 0.01% Add +40.0% 295,478 $20.2M
Eubel Brady & Suttman Asset Management Inc. 2.48% Reduce -18.6% 284,485 $19.5M
Bank of America Corp. 0.00% Reduce -43.0% 253,857 $17.4M
Kennedy Capital Management LLC 0.30% Add +30.1% 247,759 $17.0M
Wellington Management Group LLP 0.00% Add +78.5% 243,452 $16.7M
Federated Hermes, Inc. 0.02% Add +5.2% 229,687 $15.7M
Millennium Management 0.01% Reduce -70.0% 212,063 $14.5M
Principal Financial Group Inc. 0.01% Add +7.9% 200,942 $13.8M
M&G PLC 0.07% Reduce -4.6% 192,884 $13.1M
Renaissance Technologies 0.02% Reduce -20.3% 180,000 $12.3M
Nuveen, LLC 0.00% Add +31.6% 175,350 $12.0M
Systematic Financial Management LP 0.23% Reduce -8.8% 171,435 $11.7M
Rhumbline Advisers 0.01% Add +2.7% 169,728 $11.6M
JPMorgan Chase & Co. 0.00% Reduce -23.1% 158,375 $11.4M
Segment Wealth Management, LLC 0.54% Reduce -0.7% 151,254 $10.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +15.9% 149,699 $10.2M
Hancock Whitney Corp. 0.16% Add +0.6% 143,577 $9.8M
Citadel Advisors 0.01% Reduce -83.3% 141,452 $9.7M
Franklin Resources Inc. 0.00% Add +64.1% 135,756 $9.3M
Meiji Yasuda Asset Management Co Ltd. 0.41% Reduce -8.4% 133,220 $9.1M
LPL Financial LLC 0.00% Add +1.8% 131,970 $9.0M
Creative Planning 0.01% Add +6.4% 127,162 $8.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.5% 117,084 $8.0M
Hotchkis & Wiley Capital Management LLC 0.02% Add +0.2% 114,365 $7.8M
Alyeska Investment Group, L.P. 0.02% New 110,700 $7.6M
First Trust Advisors LP 0.00% Add +1545.7% 109,551 $7.5M
Swiss National Bank 0.00% Add +2.6% 108,000 $7.4M
Victory Capital Management Inc. 0.00% Reduce -19.5% 107,931 $7.4M
Wells Fargo & Company 0.00% Add +26.7% 106,107 $7.3M
Cerity Partners LLC 0.01% Add +8.9% 105,417 $7.2M
Norges Bank 0.00% — 105,400 $7.2M
Ieq Capital, LLC 0.03% Add +201.7% 95,591 $6.5M
Citigroup Inc. 0.00% Add +92.7% 94,985 $6.5M
Marshall Wace, LLP 0.01% Reduce -60.6% 91,117 $6.2M
Freestone Grove Partners LP 0.04% Reduce -79.1% 86,230 $5.9M
Sei Investments Co. 0.01% Reduce -30.3% 82,999 $5.7M
Alliancebernstein L.P. 0.00% Add +1.9% 104,010 $5.7M
Caisse de depot et placement du Quebec 0.01% Add +221.3% 82,280 $5.6M
Aquatic Capital Management LLC 0.19% Add +20.4% 81,334 $5.6M
STRS Ohio 0.02% Add +46.2% 77,800 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +21.4% 84,247 $5.3M
Legal & General Group Plc 0.00% Add +14.0% 76,307 $5.2M
Edgestream Partners, L.P. 0.15% New 76,123 $5.2M
T. Rowe Price Associates Inc. 0.00% Add +19.5% 72,644 $5.0M
Bessemer Group Inc. 0.01% Add +0.1% 70,240 $4.8M
Man Group plc 0.01% Reduce -75.2% 69,095 $4.7M
Raymond James Financial Inc. 0.00% Add +5.3% 66,926 $4.6M
Mariner, LLC 0.00% Add +101.1% 64,845 $4.4M
HRT Financial LP 0.01% Add +58.7% 64,076 $4.4M
D. E. Shaw & Co. 0.00% Add +667.5% 62,358 $4.3M
California State Teachers Retirement System 0.00% Reduce -1.9% 61,852 $4.2M
Mairs & Power Inc. 0.04% Reduce -1.9% 61,311 $4.2M
Neo Ivy Capital Management 0.96% New 61,171 $4.2M
Occudo Quantitative Strategies LP 0.22% Add +131.6% 60,504 $4.1M
IFG Advisory, LLC 0.14% New 60,422 $4.1M
Deutsche Bank AG 0.00% Add +18.5% 59,109 $4.0M
MetLife Investment Management, LLC 0.02% Add +4.5% 57,017 $3.9M
Retirement Systems of Alabama 0.01% Reduce -14.7% 55,894 $3.8M
New York State Teachers Retirement System 0.01% Add +3.3% 53,265 $3.6M
Osaic Holdings, Inc. 0.00% Add +106.4% 51,687 $3.5M
NFJ Investment Group, LLC 0.12% No change 50,034 $3.4M
Manufacturers Life Insurance Company, The 0.00% Add +2.0% 49,152 $3.4M
Group One Trading LLC 0.09% Reduce -15.2% 47,209 $3.2M
Barclays PLC 0.00% Reduce -38.3% 46,850 $3.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +15.9% 46,317 $3.2M
Steadfast Capital Management LP 0.10% Reduce -0.7% 46,000 $3.1M
Nisa Investment Advisors, LLC 0.01% Reduce -1.1% 45,281 $3.1M
Round Hill Asset Management 1.92% Reduce -1.0% 44,721 $3.1M
Brevan Howard Capital Management LP 0.04% Reduce -43.0% 44,167 $3.0M
FMR LLC 0.00% Reduce -2.8% 43,329 $3.0M
Forum Finance Group S.A. 1.05% New 52,900 $2.9M
Advisors Asset Management, Inc. 0.04% Reduce -0.4% 40,910 $2.8M
Royal Bank of Canada 0.00% Reduce -57.6% 39,944 $2.7M
PDT Partners, LLC 0.14% Reduce -49.7% 39,765 $2.7M
Cetera Investment Advisers 0.00% Add +102.8% 39,022 $2.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -12.3% 38,585 $2.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +76.8% 37,300 $2.6M
BW Gestao de Investimentos Ltda. 0.06% New 36,845 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.0% 36,816 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 34,937 $2.4M
Corient Private Wealth LP 0.00% Add +53.4% 34,602 $2.4M
XTX Topco Ltd 0.03% Add +129.0% 34,141 $2.3M
Arax Advisory Partners 0.02% Add +62453.7% 33,779 $2.3M
Jones Financial Companies LLLP 0.00% Reduce -0.3% 30,367 $2.2M
CPC Advisors, LLC 0.30% Add +1.3% 32,185 $2.2M
LSV Asset Management 0.00% No change 32,160 $2.2M
Intrepid Capital Management Inc. 0.91% No change 31,706 $2.2M
Ritholtz Wealth Management 0.03% Add +10.1% 31,255 $2.1M
Fox Run Management, L.L.C. 0.34% New 30,167 $2.1M
Mercer Global Advisors Inc. 0.00% Add +100.3% 29,783 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.9% 29,027 $2.0M
Simplex Trading, LLC 0.05% Add +117.4% 28,091 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +20.3% 27,627 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +5.5% 26,907 $1.8M
Prudential Financial Inc. 0.00% Add +3.6% 25,741 $1.8M
Summit Trail Advisors, LLC 0.02% Reduce -29.2% 25,971 $1.8M
Jupiter Topco LLC 0.00% — 25,246 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -94.3% 24,776 $1.7M
Bridgewater Associates 0.01% Reduce -76.0% 24,420 $1.7M
Stifel Financial Corp. 0.00% Reduce -3.5% 23,297 $1.6M
Amalgamated Bank 0.01% Reduce -0.6% 22,963 $1.6M
BNP Paribas Financial Markets 0.00% Reduce -69.7% 22,681 $1.6M
Angeles Wealth Management, LLC 0.07% Reduce -1.4% 22,172 $1.5M
Capital Fund Management S.A. 0.01% Reduce -67.2% 21,372 $1.5M
Hussman Strategic Advisors, Inc. 0.33% New 21,000 $1.4M
Vanguard Global Advisers, LLC 0.00% Reduce -2.4% 20,587 $1.4M
Camelot Portfolios, LLC 0.98% Reduce -1.1% 20,187 $1.4M
State of New Jersey Common Pension Fund D 0.00% Reduce -42.1% 19,903 $1.4M
S&T Bank 0.41% Reduce -22.2% 19,780 $1.4M
New York State Common Retirement Fund 0.00% Add +16.2% 19,705 $1.3M
Susquehanna International Group, LLP 0.00% Add +7.9% 19,571 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -4.6% 19,529 $1.3M
Captrust Financial Advisors 0.00% Add +18.4% 18,131 $1.2M
Focus Partners Wealth 0.00% Add +328.8% 18,020 $1.2M
Independent Financial Group, LLC 0.02% Reduce -29.4% 17,869 $1.2M
State of Tennessee, Department of Treasury 0.00% Reduce -1.8% 17,407 $1.2M
Pathstone Holdings, LLC 0.00% Reduce -36.8% 17,278 $1.2M
Boyum Wealth Architects LLC 0.47% Add +4.6% 17,663 $1.2M
Schonfeld Strategic Advisors LLC 0.01% New 17,207 $1.2M
Jain Global LLC 0.01% New 17,137 $1.2M
Picton Mahoney Asset Management 0.01% New 17,054 $1.2M
HM Payson & Co. 0.01% Reduce -8.3% 16,542 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -7.3% 16,162 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +14.3% 16,150 $1.1M
Louisiana State Employees Retirement System 0.02% Add +1.9% 15,800 $1.1M
Boothbay Fund Management, LLC 0.02% New 15,793 $1.1M
Handelsbanken Fonder AB 0.00% No change 15,600 $1.1M
Convergence Investment Partners, LLC 0.10% Reduce -4.1% 15,150 $1.0M
SummerHaven Investment Management, LLC 0.55% No change 14,926 $1.0M
Ameritas Investment Partners, Inc. 0.03% Add +4.7% 14,916 $1.0M
Arizona State Retirement System 0.01% Add +1.1% 14,841 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.37% Add +3.4% 14,763 $1.0M
State of Wisconsin Investment Board 0.00% Add +8.1% 14,197 $972K
First Citizens Bank & Trust Co. 0.01% Add +10.2% 14,062 $962K
Vanguard Investments Australia, Ltd. 0.00% Add +10.8% 13,971 $956K
RM Financial Services, LLC 0.71% Reduce -1.0% 13,926 $953K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.4% 13,762 $942K
Fifth Third Bancorp 0.00% Reduce -8.6% 13,733 $940K
Bank of Montreal 0.00% Reduce -29.6% 13,602 $931K
KLP Kapitalforvaltning As 0.00% Add +14.7% 13,300 $910K
Frank, Rimerman Advisors LLC 0.05% Add +0.8% 13,151 $900K
Natixis 0.00% No change 13,000 $890K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.4% 12,938 $885K
Quantbot Technologies LP 0.03% Reduce -15.6% 12,780 $875K
State of Michigan Retirement System 0.00% Reduce -1.6% 12,679 $868K
Keybank National Association 0.00% Add +10.4% 12,541 $858K
Rockefeller Capital Management L.P. 0.00% Add +0.8% 12,487 $855K
Intech Investment Management LLC 0.01% Reduce -7.3% 12,421 $850K
SG Americas Securities, LLC 0.00% Add +0.5% 12,393 $848K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +1.6% 12,156 $832K
SPWM Advisors LLC 0.76% Add +0.0% 11,308 $828K
Robertson Stephens Wealth Management, LLC 0.02% No change 12,000 $821K
Thrivent Financial for Lutherans 0.00% Reduce -0.3% 12,001 $821K
Investors Research Corp 0.15% Reduce -1.9% 11,948 $818K
PNC Financial Services Group, Inc. 0.00% Add +5.6% 11,947 $818K
US Bancorp \de 0.00% Add +15.6% 11,598 $794K
Atria Investments, Inc 0.01% New 11,527 $789K
Quadrature Capital Ltd 0.01% New 11,235 $769K
Oregon Public Employees Retirement Fund 0.01% Add +2.5% 11,211 $767K
Commonwealth Equity Services, LLC 0.00% Reduce -7.2% 11,185 $765K
Probity Advisors, Inc. 0.11% Add +2.3% 11,155 $763K
GAMMA Investing LLC 0.03% Reduce -2.8% 11,136 $762K
Merit Financial Group, LLC 0.00% Add +6.4% 11,132 $762K
VARCOV Co. 0.29% New 11,106 $760K
New Mexico Educational Retirement Board 0.02% No change 11,100 $760K
Focus Partners Advisor Solutions, LLC 0.01% Add +92.0% 10,801 $739K
Union Heritage Capital, LLC 0.25% No change 10,731 $734K
Keynote Financial Services LLC 0.34% Reduce -1.7% 10,658 $729K
Daiwa Securities Group Inc. 0.00% New 10,525 $720K
Pallas Capital Advisors LLC 0.02% Add +0.9% 10,363 $709K
Voya Investment Management LLC 0.00% Add +11.5% 10,298 $705K
M&T Bank Corp 0.00% Add +21.7% 10,144 $695K
Cinctive Capital Management LP 0.03% New 10,134 $694K
South Dakota Investment Council 0.01% Reduce -10.9% 10,010 $685K
Inspire Investing, LLC 0.03% Add +5.6% 9,879 $676K
Envestnet Asset Management Inc. 0.00% Reduce -4.2% 9,858 $675K
Caprock Group, LLC 0.01% New 9,790 $670K
Bluespring Wealth Management, LLC 0.01% Add +16.8% 9,786 $670K
Allworth Financial LP 0.00% Add +11.8% 9,550 $654K
EP Wealth Advisors, LLC 0.00% Add +69.8% 9,439 $646K
Chicago Partners Investment Group LLC 0.01% Add +88.1% 8,660 $628K
Mirabella Financial Services LLP 0.06% Add +101.0% 8,733 $598K
Walleye Trading LLC 0.01% New 8,724 $597K
Pictet Asset Management Holding SA 0.00% Reduce -9.0% 8,644 $592K
Syon Capital LLC 0.03% Add +26.0% 8,550 $585K
Engineers Gate Manager LP 0.01% Reduce -25.8% 8,438 $577K
Northwest Wealth Management, LLC 0.07% Add +42.5% 8,127 $556K
ARGA Investment Management, LP 0.01% Reduce -14.1% 8,043 $550K
Xponance LLC 0.00% Add +5.7% 8,033 $550K
Guggenheim Capital LLC 0.00% Reduce -2.1% 7,994 $547K
Blueshift Asset Management, LLC 0.13% New 7,967 $545K
Northbridge Financial Group, LLC 0.21% Reduce -11.4% 7,891 $540K
State Board of Administration of Florida Retirement System 0.00% No change 7,843 $537K
Neuberger Berman Group LLC 0.00% Add +24.3% 7,800 $534K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -77.2% 7,798 $534K
Transcendent Capital Group LLC 0.21% New 7,784 $533K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +15.4% 7,712 $528K
Advisory Services Network, LLC 0.01% Reduce -10.0% 7,627 $522K
Teacher Retirement System of Texas 0.00% New 7,555 $517K
Summit Financial, LLC 0.01% Add +0.2% 7,328 $502K
Tidal Investments LLC 0.00% Reduce -50.5% 7,302 $500K
Bridgefront Capital, LLC 0.13% Reduce -28.6% 7,300 $500K
Tower Research Capital LLC (TRC) 0.01% Add +21.4% 7,222 $494K
Ethic Inc. 0.01% Reduce -3.4% 7,079 $484K
Wynn Capital, LLC 0.21% Add +2.1% 6,879 $471K
Berkshire Asset Management LLC 0.02% No change 6,845 $468K
State of Alaska, Department of Revenue 0.00% Reduce -0.4% 6,846 $468K
Kestra Investment Management, LLC 0.01% Reduce -64.3% 6,805 $466K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.2% 6,758 $463K
Inscription Capital, LLC 0.04% Add +20.1% 6,753 $462K
Vise Technologies, Inc. 0.01% Add +5.5% 6,721 $460K
Ballentine Partners, LLC 0.01% Add +0.8% 6,609 $452K
Goldstone Financial Group, LLC 0.04% Reduce -7.2% 6,605 $452K
Linden Thomas Advisory Services, LLC 0.04% Reduce -0.1% 6,599 $452K
Harbour Investments, Inc. 0.01% Reduce -0.3% 6,550 $448K
KPP Advisory Services LLC 0.06% Add +0.2% 6,455 $442K
Walleye Capital LLC 0.00% Reduce -92.2% 6,430 $440K
Meeder Advisory Services, Inc. 0.02% Reduce -5.9% 6,370 $436K
HighTower Advisors, LLC 0.00% Reduce -10.7% 6,271 $429K
Stratos Wealth Partners, LTD. 0.00% Add +3.0% 6,150 $421K
Pacer Advisors, Inc. 0.00% Reduce -98.6% 6,088 $417K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 5,909 $404K
MAI Capital Management 0.00% Add +250.8% 5,805 $397K
NorthCrest Asset Manangement, LLC 0.01% Add +50.8% 6,030 $397K
GMO 0.00% Reduce -9.4% 5,784 $396K
Baird Financial Group, Inc. 0.00% Reduce -18.8% 5,675 $388K
Graham Capital Management, L.P. 0.01% Reduce -65.5% 5,476 $375K
Public Employees Retirement Association of Colorado 0.00% No change 5,276 $361K
HB Wealth Management, LLC 0.00% New 5,215 $357K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -87.7% 5,188 $355K
Integrated Wealth Concepts LLC 0.00% Add +23.0% 5,126 $351K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.9% 5,049 $346K
Hillsdale Investment Management Inc. 0.01% New 5,040 $345K
Assenagon Asset Management S.A. 0.00% New 5,039 $345K
Kessler Investment Group, LLC 0.15% Add +1.4% 5,030 $344K
Jefferies Financial Group Inc. 0.00% Reduce -84.3% 4,735 $324K
Signaturefd, LLC 0.00% Add +8.2% 4,692 $321K
Counterpoint Mutual Funds LLC 0.03% New 4,647 $318K
Total Wealth Planning & Management, Inc. 0.23% New 4,600 $315K
Empowered Funds, LLC 0.00% Reduce -57.9% 4,574 $313K
Rothschild Investment LLC 0.01% Add +3202.9% 4,525 $310K
Balance Wealth Partners LLC 0.08% No change 4,500 $308K
United Capital Financial Advisors, LLC 0.00% Reduce -10.1% 4,475 $306K
NewEdge Advisors, LLC 0.00% Add +136.5% 4,406 $302K
Kestra Advisory Services, LLC 0.00% Reduce -32.4% 4,308 $295K
Securian Asset Management, Inc. 0.01% Add +2.6% 3,987 $292K
Janney Montgomery Scott LLC 0.00% Add +10.6% 4,165 $285K
Family Capital Management, Inc. 0.11% No change 4,149 $284K
Aaron Wealth Advisors LLC 0.01% New 4,146 $284K
Brighton Jones LLC 0.01% New 4,040 $277K
Bard Associates Inc. 0.06% Add +1.1% 4,038 $276K
Farmers & Merchants Investments Inc. 0.01% Reduce -8.5% 4,014 $275K
Private Advisor Group, LLC 0.00% Reduce -22.8% 3,979 $272K
Kera Capital Partners, Inc. 0.03% New 3,860 $264K
Inceptionr LLC 0.06% New 3,844 $263K
Sequoia Financial Advisors, LLC 0.00% New 3,784 $259K
Swiss Life Asset Management Ltd 0.00% New 3,775 $258K
Aptus Capital Advisors, LLC 0.00% Add +0.5% 3,711 $254K
Ensign Peak Advisors, Inc 0.00% Reduce -7.5% 3,687 $252K
Mgo One Seven LLC 0.00% Reduce -23.6% 3,682 $252K
Capital Investment Advisors, LLC 0.00% Reduce -5.0% 3,605 $247K
Bayforest Capital Ltd 0.23% Add +725.7% 3,600 $246K
HUB Investment Partners, LLC 0.00% New 3,590 $246K
Tiemann Investment Advisors, LLC 0.09% No change 3,550 $243K
Laird Norton Wetherby Trust Company, LLC 0.00% New 3,506 $240K
Paces Ferry Wealth Advisors, LLC 0.09% New 3,464 $237K
Entropy Technologies, LP 0.01% Reduce -54.0% 3,413 $234K
Optas, LLC 0.03% Reduce -19.3% 3,385 $232K
Cornerstone Investment Partners, LLC 0.01% New 3,383 $232K
Independent Advisor Alliance 0.01% New 3,356 $230K
Farther Finance Advisors, LLC 0.00% Reduce -5.4% 3,334 $229K
Hantz Financial Services, Inc. 0.00% Add +5.3% 3,291 $225K
CIBC Bancorp USA Inc. 0.00% New 3,268 $224K
Valtrion Capital Management, LLC 0.17% New 3,256 $223K
Qsemble Capital Management, LP 0.03% New 3,224 $221K
PEAK6 LLC 0.01% Reduce -39.3% 3,203 $219K
Ameritas Advisory Services, LLC 0.00% New 3,175 $217K
Silvercrest Asset Management Group LLC 0.00% New 3,150 $216K
Greenleaf Trust 0.00% New 3,139 $215K
Bridgewealth Advisory Group, LLC 0.04% New 3,132 $214K
Parallel Advisors, LLC 0.00% Add +4.3% 3,118 $213K
Coldstream Capital Management Inc. 0.00% New 3,105 $213K
Blair William & Co. 0.00% New 3,088 $211K
Certuity, LLC 0.01% New 3,078 $211K
Hoxton Planning & Management, LLC 0.05% New 3,068 $210K
Waverly Advisors, LLC 0.00% New 3,063 $210K
Second Line Capital, LLC 0.04% New 3,050 $209K
Alley Investment Management Company, LLC 0.02% Reduce -24.3% 3,039 $208K
Vident Advisory, LLC 0.00% New 3,012 $206K
&partners 0.00% New 3,196 $206K
Bristlecone Value Partners, LLC 0.17% New 3,003 $206K
VestGen Advisors, LLC 0.01% New 2,993 $205K
Baker Avenue Asset Management, LP 0.00% New 2,961 $203K
Evergreen Capital Management LLC 0.00% New 2,942 $201K
Choreo, LLC 0.00% New 2,938 $201K
Eastern Bank 0.00% No change 2,600 $178K
EverSource Wealth Advisors, LLC 0.01% Reduce -33.1% 2,252 $154K
State of Wyoming 0.02% Reduce -71.1% 2,225 $152K
Nykredit A/S 0.00% — 2,099 $144K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,803 $123K
KBC Group NV 0.00% No change 1,771 $121K
National Bank of Canada 0.00% Add +8.2% 1,695 $116K
Huntington National Bank 0.00% Add +63.4% 1,654 $113K
UMB Bank, n.a. 0.00% Reduce -1.7% 1,411 $97K
New Age Alpha Advisors, LLC 0.00% New 1,388 $95K
Acadian Asset Management LLC 0.00% Reduce -80.3% 1,340 $91K
Essential Partners LLC 0.04% Add +5.5% 1,214 $83K
Motco 0.01% New 1,200 $82K
Larson Financial Group LLC 0.00% Add +342.1% 1,092 $75K
CoreCap Advisors, LLC 0.00% Reduce -3.8% 1,001 $69K
Nomura Asset Management Co. Ltd. 0.00% Reduce -32.2% 970 $66K
Versant Capital Management, Inc 0.01% Add +128.1% 949 $65K
TD Waterhouse Canada Inc. 0.00% Reduce -5.9% 916 $59K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +21.5% 859 $59K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +7.8% 832 $57K
Geneos Wealth Management Inc. 0.00% Add +0.7% 823 $56K
Hilton Head Capital Partners, LLC 0.03% Reduce -2.1% 800 $55K
Quent Capital, LLC 0.00% Add +25.9% 783 $54K
Parkside Financial Bank & Trust 0.00% Reduce -1.7% 733 $50K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.4% 725 $50K
JNBA Financial Advisors 0.00% No change 630 $43K
Bullock Wealth Management Group 0.02% Add +0.9% 655 $42K
SHP Wealth Management 0.00% Reduce -6.5% 609 $42K
Plante Moran Financial Advisors, LLC 0.00% No change 597 $41K
Los Angeles Capital Management LLC 0.00% No change 591 $40K
Elevation Wealth Partners, LLC 0.01% Add +471.0% 571 $39K
First Horizon Corp. 0.00% New 526 $36K
Fortitude Family Office, LLC 0.01% Add +1313.9% 509 $35K
True Wealth Design, LLC 0.01% Add +25.9% 506 $35K
IFP Advisors, Inc 0.00% No change 486 $33K
Front Row Advisors LLC 0.01% No change 424 $30K
First United Bank & Trust 0.01% No change 425 $29K
Optiver Holding B.V. 0.00% Add +136.9% 424 $29K
Hoese & Co LLP 0.02% Add +1666.7% 424 $29K
Harbor Capital Advisors, Inc. 0.00% Reduce -16.3% 412 $28K
Owl Creek Wealth Partners LLC 0.01% No change 390 $27K
Caldwell Sutter Capital, Inc. 0.01% Reduce -3.7% 386 $26K
Kemnay Advisory Services Inc. 0.00% Reduce -14.2% 376 $26K
HighMark Wealth Management LLC 0.01% Reduce -2.5% 313 $21K
Westside Investment Management, Inc. 0.00% Add +0.3% 298 $20K
New England Capital Financial Advisors LLC 0.00% Add +1.1% 277 $19K
Global Retirement Partners, LLC 0.00% — 268 $18K
Smartleaf Asset Management LLC 0.00% No change 238 $17K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 233 $16K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 202 $14K
Bayban 0.01% New 200 $14K
Kentucky Trust Co 0.01% No change 200 $14K
McDonald Partners LLC 0.00% New 200 $14K
Beacon Investment Advisory Services, Inc. 0.00% No change 200 $14K
Sterling Capital Management LLC 0.00% Reduce -97.8% 192 $13K
Private Trust Co. NA 0.00% Reduce -2.1% 190 $13K
Pinnacle Bancorp, Inc. 0.00% No change 180 $12K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 156 $11K
Federation des caisses Desjardins du Quebec 0.00% Reduce -42.4% 155 $11K
SJS Investment Consulting Inc. 0.00% Add +2085.7% 153 $10K
GHP Investment Advisors, Inc. 0.00% No change 153 $10K
Triumph Capital Management 0.00% No change 150 $10K
Select Equity Group, L.P. 0.00% Reduce -52.1% 149 $10K
Clearstead Trust, LLC 0.00% No change 147 $10K
Fiduciary Financial Advisors 0.00% New 150 $10K
AdvisorNet Financial, Inc 0.00% Add +388.9% 132 $9K
Alerus Financial NA 0.00% No change 127 $9K
Peregrine Capital Management LLC 0.00% No change 125 $9K
Keating Financial Advisory Services, Inc. 0.00% Add +1.7% 122 $8K
CVA Family Office, LLC 0.00% Add +14.0% 122 $8K
Wilmington Savings Fund Society, FSB 0.00% Add +19.0% 119 $8K
Covestor Ltd 0.00% Reduce -51.8% 118 $8K
Vermillion Wealth Management, Inc. 0.00% Reduce -0.8% 116 $8K
Bell Investment Advisors, Inc 0.00% Add +8.7% 113 $8K
Institute for Wealth Management, LLC. 0.00% New 108 $7K
MTM Investment Management, LLC 0.00% No change 102 $7K
HHM Wealth Advisors, LLC 0.00% No change 100 $7K
Kennebec Savings Bank 0.01% No change 100 $7K
Clearstead Advisors, LLC 0.00% Add +553.3% 98 $7K
Cedar Mountain Advisors, LLC 0.00% No change 98 $7K
Plato Investment Management Ltd 0.00% New 94 $6K
Assetmark, Inc. 0.00% Reduce -37.6% 88 $6K
Bangor Savings Bank 0.00% Reduce -48.5% 86 $6K
Physician Wealth Advisors, Inc. 0.00% Add +97.7% 85 $6K
Trust Co. of Toledo NA 0.00% No change 82 $6K
International Assets Investment Management, LLC 0.00% No change 85 $6K
Sfam, LLC 0.00% No change 80 $5K
Valued Wealth Advisors LLC 0.00% New 70 $5K
Global Trust Asset Management, LLC 0.00% Reduce -90.5% 69 $5K
Orion Capital Management LLC 0.00% No change 69 $5K
Basepoint Wealth LLC 0.00% Reduce -26.9% 68 $5K
City State Bank 0.00% No change 66 $5K
St Germain D J Co. Inc. 0.00% No change 65 $4K
Lanark Financial, Inc. 0.00% Reduce -31.6% 65 $4K
Wealth Enhancement Trust Services, Inc. 0.00% New 64 $4K
MV Capital Management, Inc. 0.00% Add +1.8% 56 $4K
Leonteq Securities AG 0.00% Reduce -55.0% 54 $4K
SBI Securities Co., Ltd. 0.00% Add +1.9% 54 $4K
Brown Brothers Harriman & Co. 0.00% No change 53 $4K
Trust Co. of Vermont 0.00% — 50 $3K
MCF Advisors LLC 0.00% No change 46 $3K
Birchbrook, Inc. 0.00% Add +2.2% 46 $3K
Avion Wealth 0.00% No change 51 $3K
American Capital Advisory, LLC 0.00% New 42 $3K
Rialto Wealth Management, LLC 0.00% Add +115.8% 41 $3K
Bare Financial Services, Inc 0.00% Reduce -39.7% 41 $3K
Aberdeen Wealth Management LLC 0.00% New 40 $3K
Logan Capital Management Inc. 0.00% — 40 $3K
Sachetta, LLC 0.00% Add +5.9% 36 $2K
SouthState Bank Corp 0.00% No change 35 $2K
LRI Investments, LLC 0.00% Add +20.7% 35 $2K
Prestige Wealth Management Group LLC 0.00% No change 34 $2K
Private Wealth Management Group, LLC 0.00% No change 32 $2K
Torren Management, LLC 0.00% No change 30 $2K
Bank of New Hampshire 0.00% No change 30 $2K
Navigoe, LLC 0.00% Add +11.1% 30 $2K
Dogwood Wealth Management LLC 0.00% Reduce -9.7% 28 $2K
Persistent Asset Partners Ltd 0.00% New 28 $2K
Blue Trust, Inc. 0.00% No change 28 $2K
Johnson Financial Group, Inc. 0.00% No change 26 $2K
Hughes Financial Services, LLC 0.00% No change 26 $2K
Kilter Group LLC 0.00% No change 25 $2K
CENTRAL TRUST Co 0.00% No change 25 $2K
NBT Bank, N.A. 0.00% No change 22 $2K
Zions Bancorporation, National Association 0.00% Add +5.0% 21 $1K
Rossby Financial, LCC 0.00% No change 20 $1K
JFS Wealth Advisors, LLC 0.00% No change 20 $1K
Bruce G. Allen Investments, LLC 0.00% No change 19 $1K
Bokf, NA 0.00% New 19 $1K
Spire Wealth Management 0.00% New 19 $1K
Vanguard National Trust Co 0.00% No change 17 $1K
Eukles Asset Management 0.00% No change 15 $1K
Creative Capital Management Investments LLC 0.00% New 15 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +75.0% 14 $958
Cornerstone Financial Management LLC 0.00% No change 12 $821
Godfrey Financial Associates, Inc. 0.00% No change 12 $821
Silver Grove Financial Group, Inc. 0.00% New 11 $753
Dunhill Financial, LLC 0.00% No change 10 $750
Financial Perspectives, Inc 0.00% No change 10 $668
Financial Consulate, Inc. 0.00% New 9 $616
Trust Co 0.00% No change 9 $616
TFC Financial Management, Inc. 0.00% No change 9 $616
Cornerstone Planning Group LLC 0.00% Reduce -11.1% 8 $613
HFM Investment Advisors, LLC 0.00% Add +300.0% 8 $548
Quarry LP 0.00% New 8 $548
DiNuzzo Private Wealth, Inc. 0.00% Reduce -12.5% 7 $480
Raffa Wealth Management, LLC 0.00% No change 7 $479
Investors Portfolio Services LLC 0.00% New 4 $274
DecisionPoint Financial, LLC 0.00% New 3 $195
Maryland Capital Advisors Inc. 0.00% — 1 $69
Transamerica Financial Advisors, LLC 0.00% New 1 $68

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