PrimericaPRI
13F holders, Q2 2024 (June 30)409holders +10
52new positions
42sold out
9famous investors
$236.35avg. 13F price*
At the end of Q2 2024, 409 institutions reported holding Primerica Inc. (PRI) in their 13F filings, up 10 from Q1 2024. 52 opened new positions and 42 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($853.3M), Vanguard Group Inc. ($842.0M) and BlackRock Inc. ($733.1M). 9 famous investors held it, including Glenn Greenberg (9.9% of Brave Warrior Advisors's portfolio), Ron Baron (1.2% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Primerica Inc.
- CUSIP
- 74164M108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $46.7M |
| Exits | 42 | $53.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,832,940 shares bought and 1,607,094 shares sold, net +225,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 409 holders
| Kayne Anderson Rudnick Investment Management LLC | 2.08% | Reduce -0.8% | 3,606,930 | $853.3M |
| Vanguard Group Inc. | 0.02% | Reduce -2.2% | 3,558,972 | $842.0M |
| BlackRock Inc. | 0.02% | Reduce -4.5% | 3,098,851 | $733.1M |
| FMR LLC | 0.05% | Reduce -1.6% | 3,084,282 | $729.7M |
| Brave Warrior Advisors | 9.91% | Reduce -6.2% | 1,890,013 | $447.1M |
| Baron Capital (BAMCO) | 1.25% | Reduce -3.2% | 1,843,312 | $436.1M |
| Burgundy Asset Management Ltd. | 3.09% | Add +1.4% | 1,237,164 | $292.7M |
| State Street Corp. | 0.01% | Reduce -1.9% | 1,083,918 | $256.4M |
| Millennium Management | 0.14% | Add +30726.7% | 680,961 | $161.1M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 670,888 | $158.8M |
| Agf Management Ltd. | 0.88% | Reduce -0.1% | 664,483 | $157.2M |
| Lyrical Asset Management LP | 2.44% | Reduce -4.1% | 642,508 | $152.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +3.5% | 637,753 | $150.9M |
| Invesco Ltd. | 0.03% | Add +86.0% | 589,351 | $139.4M |
| Fiduciary Management Inc. | 1.06% | Add +1.9% | 482,627 | $114.2M |
| Wells Fargo & Company | 0.02% | Reduce -3.0% | 388,858 | $92.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.1% | 372,605 | $88.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.3% | 334,887 | $79.2M |
| Northern Trust Corp. | 0.01% | Add +11.6% | 280,367 | $66.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -6.9% | 264,948 | $62.7M |
| Westfield Capital Management Co. LP | 0.31% | Add +15.8% | 264,741 | $62.6M |
| Quantum Capital Management, LLC / NJ | 7.02% | Reduce -2.7% | 262,325 | $62.1M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 216,639 | $51.3M |
| Fuller & Thaler Asset Management, Inc. | 0.21% | Add +41.3% | 209,889 | $49.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -15.1% | 189,940 | $44.9M |
| Royal London Asset Management Ltd. | 0.10% | Reduce -26.5% | 159,406 | $37.7M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +14.0% | 159,000 | $37.6M |
| Academy Capital Management | 6.00% | Reduce -0.1% | 140,503 | $33.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +71.6% | 134,848 | $31.9M |
| PhiloSmith Capital Corp | 8.83% | Add +8.2% | 132,700 | $31.4M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 118,353 | $28.0M |
| Raymond James & Associates | 0.02% | Reduce -0.1% | 116,026 | $27.4M |
| Principal Financial Group Inc. | 0.02% | Reduce -47.5% | 114,604 | $27.1M |
| Natixis Advisors, LLC | 0.06% | Add +0.2% | 113,462 | $26.8M |
| Rhumbline Advisers | 0.02% | Reduce -7.8% | 104,737 | $24.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.6% | 102,248 | $24.2M |
| Los Angeles Capital Management LLC | 0.08% | Add +66.3% | 99,758 | $23.6M |
| WCM Investment Management, LLC | 0.05% | Add +1.5% | 81,515 | $19.3M |
| First Trust Advisors LP | 0.02% | Add +97.0% | 78,326 | $18.5M |
| Schroder Investment Management Group | 0.02% | Reduce -42.5% | 77,276 | $18.3M |
| Prospector Partners LLC | 2.15% | Reduce -9.5% | 76,845 | $18.2M |
| California Public Employees Retirement System | 0.01% | Reduce -9.7% | 74,199 | $17.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.6% | 72,827 | $17.2M |
| Swiss National Bank | 0.01% | Reduce -0.7% | 68,600 | $16.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +25.7% | 66,631 | $15.8M |
| Legal & General Group Plc | 0.00% | Reduce -9.0% | 66,446 | $15.7M |
| American Century Companies Inc. | 0.01% | Add +13.2% | 66,152 | $15.7M |
| Parkwood LLC | 1.92% | Add +56.7% | 65,099 | $15.4M |
| Leeward Investments, LLC - MA | 0.71% | Reduce -34.6% | 64,926 | $15.4M |
| Stifel Financial Corp. | 0.02% | Reduce -2.7% | 63,651 | $15.1M |
| Ameriprise Financial Inc. | 0.00% | Add +16.3% | 61,706 | $14.6M |
| Man Group plc | 0.04% | Reduce -1.9% | 60,382 | $14.3M |
| D. E. Shaw & Co. | 0.02% | Add +195.4% | 58,566 | $13.9M |
| Running Oak Capital LLC | 1.92% | Add +9.2% | 52,339 | $12.4M |
| Sei Investments Co. | 0.02% | Add +19.1% | 51,300 | $12.1M |
| Alps Advisors Inc. | 0.08% | Add +16.1% | 49,964 | $11.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -68.5% | 49,932 | $11.8M |
| SVB Wealth LLC | 0.28% | Reduce -3.8% | 48,607 | $11.5M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 48,171 | $11.4M |
| Macquarie Group Ltd. | 0.01% | Add +24.0% | 47,600 | $11.3M |
| Logan Capital Management Inc. | 0.45% | Reduce -1.0% | 44,484 | $10.5M |
| EULAV Asset Management | 0.28% | No change | 44,400 | $10.5M |
| Regions Financial Corp. | 0.08% | Reduce -2.7% | 43,570 | $10.3M |
| Corebridge Financial, Inc. | 0.06% | — | 43,527 | $10.3M |
| Royal Bank of Canada | 0.00% | Reduce -17.7% | 43,355 | $10.3M |
| FIL Ltd | 0.01% | New | 42,950 | $10.2M |
| Retirement Systems of Alabama | 0.04% | Reduce -3.5% | 42,472 | $10.0M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -6.5% | 40,678 | $9.6M |
| Brandywine Global Investment Management, LLC | 0.07% | Add +17.8% | 37,230 | $8.8M |
| Comerica Bank | 0.04% | Add +1.5% | 36,035 | $8.5M |
| Marks Group Wealth Management, Inc | 0.89% | Add +0.6% | 35,722 | $8.5M |
| California State Teachers Retirement System | 0.01% | Reduce -3.0% | 34,179 | $8.1M |
| Bank of Montreal | 0.00% | Add +4.4% | 33,149 | $7.9M |
| Squarepoint Ops LLC | 0.03% | Add +2986.9% | 32,104 | $7.6M |
| State of Alaska, Department of Revenue | 0.08% | No change | 31,468 | $7.4M |
| Bank of America Corp. | 0.00% | Reduce -28.0% | 29,454 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.6% | 29,355 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -12.4% | 28,989 | $6.9M |
| Jane Street Group, LLC | 0.01% | Add +173.0% | 28,976 | $6.9M |
| Bridgewater Associates | 0.04% | Reduce -7.5% | 28,903 | $6.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.8% | 28,260 | $6.7M |
| AQR Capital Management | 0.01% | Add +3.8% | 27,968 | $6.6M |
| Danske Bank A/S | 0.02% | Reduce -44.8% | 25,724 | $6.1M |
| Aptus Capital Advisors, LLC | 0.11% | Add +24.7% | 25,395 | $6.0M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 24,677 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.0% | 23,964 | $5.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -51.6% | 23,270 | $5.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -30.9% | 22,426 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.6% | 21,468 | $5.1M |
| Amalgamated Bank | 0.04% | Reduce -3.0% | 20,720 | $4.9M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +0.0% | 20,068 | $4.7M |
| NewEdge Wealth, LLC | 0.10% | Reduce -0.3% | 20,066 | $4.7M |
| Granite Investment Partners, LLC | 0.19% | New | 19,253 | $4.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -10.2% | 18,123 | $4.3M |
| Lighthouse Investment Partners, LLC | 0.24% | Reduce -26.3% | 18,076 | $4.3M |
| Algert Global LLC | 0.14% | Add +24.5% | 17,818 | $4.2M |
| Prescott Group Capital Management, L.L.C. | 0.66% | Add +14.9% | 17,743 | $4.2M |
| Intech Investment Management LLC | 0.05% | New | 17,304 | $4.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 16,929 | $4.0M |
| UBS Group AG | 0.00% | Add +12.3% | 16,572 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -12.3% | 16,498 | $3.9M |
| HRT Financial LP | 0.02% | New | 16,247 | $3.8M |
| Gotham Asset Management | 0.05% | Reduce -7.0% | 16,074 | $3.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 15,807 | $3.7M |
| Van Eck Associates Corp. | 0.01% | Add +23.6% | 15,461 | $3.7M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.2% | 15,041 | $3.6M |
| Zacks Investment Management | 0.04% | Add +4.5% | 14,969 | $3.5M |
| Susquehanna Fundamental Investments, LLC | 0.08% | New | 14,855 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -9.9% | 14,736 | $3.5M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 13,993 | $3.3M |
| Citadel Advisors | 0.00% | Add +92.7% | 13,654 | $3.2M |
| Franklin Resources Inc. | 0.00% | Reduce -45.8% | 13,565 | $3.2M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 13,467 | $3.2M |
| Commerce Bank | 0.02% | Add +1.2% | 13,451 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 13,215 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.5% | 13,174 | $3.1M |
| JLB & Associates Inc. | 0.41% | Add +32.0% | 12,971 | $3.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -21.6% | 12,930 | $3.1M |
| Blair William & Co. | 0.01% | Add +0.9% | 12,265 | $2.9M |
| Brevan Howard Capital Management LP | 0.20% | Add +285.9% | 12,255 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -27.6% | 12,068 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 12,040 | $2.8M |
| Corient Private Wealth LP | 0.00% | Add +20.8% | 10,484 | $2.5M |
| Allen Investment Management, LLC | 0.03% | No change | 10,398 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -14.4% | 10,009 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.7% | 9,951 | $2.4M |
| Barclays PLC | 0.00% | Reduce -71.3% | 9,836 | $2.3M |
| Arizona State Retirement System | 0.02% | Add +1.3% | 9,755 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -4.0% | 9,700 | $2.3M |
| Wbi Investments, LLC | 0.53% | New | 9,285 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +1.0% | 9,171 | $2.2M |
| Harbor Capital Advisors, Inc. | 0.16% | Add +456.9% | 9,149 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Add +15.5% | 8,937 | $2.1M |
| Citigroup Inc. | 0.00% | Add +273.6% | 8,739 | $2.1M |
| Pacer Advisors, Inc. | 0.00% | Add +28.6% | 8,634 | $2.0M |
| Cibc World Market Inc. | 0.00% | Add +0.0% | 8,419 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -60.3% | 8,390 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +10.0% | 8,378 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -3.5% | 8,319 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.3% | 8,314 | $2.0M |
| Atria Investments, Inc | 0.03% | New | 8,288 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +8.5% | 8,004 | $1.9M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.15% | No change | 7,700 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -1.7% | 7,680 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.6% | 7,627 | $1.8M |
| QSV Equity Investors LLC | 1.87% | Reduce -3.6% | 7,556 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 7,500 | $1.8M |
| Ofi Invest Asset Management | 0.05% | New | 8,000 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -5.4% | 7,319 | $1.7M |
| James Investment Research, Inc. | 0.20% | Reduce -1.0% | 7,199 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -17.9% | 7,148 | $1.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +35.7% | 6,865 | $1.6M |
| Norges Bank | 0.00% | Reduce -94.3% | 6,777 | $1.6M |
| ExodusPoint Capital Management, LP | 0.02% | New | 6,619 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.8% | 6,561 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.5% | 6,305 | $1.5M |
| Lanark Financial, Inc. | 0.14% | Add +28.1% | 6,285 | $1.5M |
| SkyView Investment Advisors, LLC | 0.27% | Add +1.0% | 6,271 | $1.5M |
| Creative Planning | 0.00% | Add +2.8% | 6,043 | $1.4M |
| Redwood Investment Management, LLC | 0.12% | Reduce -1.3% | 5,849 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +276.5% | 5,948 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -46.3% | 5,919 | $1.4M |
| Vestcor Inc | 0.05% | No change | 5,867 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | Add +4.8% | 5,866 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.5% | 5,819 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -3.8% | 5,797 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Add +9.7% | 5,736 | $1.4M |
| Renaissance Technologies | 0.00% | New | 5,700 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 5,561 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 5,469 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.7% | 5,344 | $1.3M |
| Tidal Investments LLC | 0.02% | Add +231.8% | 5,322 | $1.3M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 5,053 | $1.2M |
| NJ State Employees Deferred Compensation Plan | 0.15% | No change | 5,000 | $1.2M |
| Avior Wealth Management, LLC | 0.05% | No change | 4,928 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -8.0% | 4,888 | $1.2M |
| Vident Advisory, LLC | 0.03% | Add +31.4% | 4,858 | $1.1M |
| Dixon Fnancial Services, Inc. | 0.64% | No change | 4,857 | $1.1M |
| Quantum Private Wealth, LLC | 0.38% | Reduce -3.8% | 4,470 | $1.1M |
| Wellington Management Group LLP | 0.00% | Reduce -76.2% | 4,450 | $1.1M |
| CenterBook Partners LP | 0.06% | Add +33.9% | 4,358 | $1.0M |
| US Bancorp \de | 0.00% | Add +2.4% | 4,354 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.2% | 4,288 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Add +10.0% | 4,256 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.6% | 4,211 | $996K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.6% | 4,211 | $996K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 4,200 | $994K |
| Sanctuary Advisors, LLC | 0.01% | — | 4,642 | $991K |
| Deutsche Bank AG | 0.00% | Add +0.4% | 4,088 | $967K |
| Lazard Asset Management LLC | 0.00% | Add +15.2% | 4,071 | $962K |
| ELCO Management Co., LLC | 0.55% | No change | 4,000 | $946K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -8.5% | 3,960 | $937K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -54.0% | 3,791 | $897K |
| SG Americas Securities, LLC | 0.01% | New | 3,776 | $893K |
| Xponance LLC | 0.01% | Reduce -40.6% | 3,720 | $880K |
| Wesbanco Bank Inc. | 0.03% | No change | 3,651 | $864K |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.6% | 3,540 | $838K |
| Erste Asset Management GmbH | 0.01% | No change | 3,500 | $827K |
| Dana Investment Advisors, Inc. | 0.03% | Add +13.1% | 3,462 | $819K |
| MGB Wealth Management, LLC | 0.29% | No change | 3,270 | $788K |
| Flputnam Investment Management Co. | 0.01% | Reduce -47.1% | 3,310 | $783K |
| Neuberger Berman Group LLC | 0.00% | Reduce -32.8% | 3,280 | $776K |
| Ethic Inc. | 0.02% | Add +3.0% | 3,210 | $759K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +18.5% | 3,181 | $753K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.1% | 3,168 | $749K |
| Connable Office Inc. | 0.08% | No change | 3,100 | $733K |
| Quantinno Capital Management LP | 0.01% | Add +11.9% | 3,085 | $730K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +131.0% | 3,056 | $723K |
| Federated Hermes, Inc. | 0.00% | Reduce -20.3% | 3,042 | $720K |
| Curated Wealth Partners LLC | 0.10% | — | 3,039 | $719K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.4% | 3,009 | $712K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,899 | $686K |
| Cwm, LLC | 0.00% | Add +0.6% | 2,838 | $671K |
| D.A. Davidson & Co. | 0.01% | No change | 2,768 | $655K |
| M&T Bank Corp | 0.00% | Reduce -10.1% | 2,745 | $649K |
| Securian Asset Management, Inc. | 0.02% | Reduce -6.3% | 2,745 | $649K |
| Brown Advisory Inc. | 0.00% | Reduce -83.5% | 2,651 | $627K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +2.4% | 2,644 | $625K |
| Mgo One Seven LLC | 0.03% | New | 2,628 | $622K |
| Mariner, LLC | 0.00% | Add +5.5% | 2,491 | $589K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 2,486 | $588K |
| Kolinsky Wealth Management, LLC | 0.42% | Add +0.0% | 2,456 | $581K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 2,445 | $579K |
| Sendero Wealth Management, LLC | 0.10% | No change | 2,444 | $578K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +11.5% | 2,291 | $542K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.2% | 2,273 | $538K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -40.3% | 2,265 | $536K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.5% | 2,218 | $525K |
| BTC Capital Management, Inc. | 0.05% | Reduce -3.8% | 2,193 | $519K |
| Becker Capital Management Inc. | 0.02% | No change | 2,165 | $512K |
| Everhart Financial Group, Inc. | 0.13% | Add +16.2% | 2,108 | $499K |
| Intrust Bank NA | 0.05% | Reduce -0.5% | 2,086 | $494K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -36.4% | 2,054 | $480K |
| Guggenheim Capital LLC | 0.00% | Reduce -79.2% | 1,928 | $456K |
| Cresset Asset Management, LLC | 0.00% | Add +1.8% | 1,812 | $429K |
| Utah Retirement Systems | 0.01% | Reduce -5.3% | 1,800 | $426K |
| Advisory Alpha, LLC | 0.02% | Add +0.3% | 1,759 | $416K |
| AlphaQuest LLC | 0.06% | New | 1,740 | $412K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.1% | 1,713 | $405K |
| Cetera Investment Advisers | 0.00% | Reduce -16.7% | 1,710 | $405K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -35.5% | 1,709 | $404K |
| Pitcairn Co. | 0.02% | Add +1.8% | 1,700 | $402K |
| &partners | 0.02% | New | 1,687 | $399K |
| Cynosure Group, LLC | 0.06% | Add +32.9% | 1,652 | $391K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -0.7% | 1,635 | $387K |
| ProShare Advisors LLC | 0.00% | Reduce -5.2% | 1,622 | $384K |
| HB Wealth Management, LLC | 0.00% | Add +8.8% | 1,614 | $382K |
| Fifth Third Bancorp | 0.00% | Add +450.9% | 1,614 | $382K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -20.1% | 1,611 | $381K |
| Radnor Capital Management, LLC | 0.12% | No change | 1,600 | $379K |
| Paloma Partners Management Co | 0.04% | New | 1,550 | $367K |
| Trust Point Inc. | 0.03% | Reduce -11.0% | 1,535 | $363K |
| Bridges Investment Management Inc. | 0.01% | New | 1,533 | $363K |
| PFW Advisors LLC | 0.11% | No change | 1,521 | $360K |
| MAI Capital Management | 0.00% | Add +12.6% | 1,517 | $359K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,512 | $358K |
| Raymond James Trust N.A. | 0.01% | New | 1,496 | $354K |
| Inspire Investing, LLC | 0.04% | Add +5.4% | 1,483 | $351K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -81.5% | 1,461 | $346K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 1,451 | $343K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.3% | 1,415 | $335K |
| Meritage Portfolio Management | 0.02% | New | 1,409 | $333K |
| Shelton Capital Management | 0.01% | Reduce -9.3% | 1,371 | $324K |
| BNP Paribas Financial Markets | 0.00% | Reduce -67.2% | 1,367 | $323K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.5% | 1,355 | $321K |
| Assetmark, Inc. | 0.00% | Add +13.9% | 1,307 | $309K |
| Seeds Investor LLC | 0.16% | Add +26.4% | 1,294 | $306K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 1,270 | $300K |
| Mutual Advisors, LLC | 0.01% | Add +10.7% | 1,189 | $297K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -8.6% | 1,247 | $295K |
| Inceptionr LLC | 0.08% | New | 1,242 | $294K |
| Captrust Financial Advisors | 0.00% | Add +6.1% | 1,230 | $291K |
| nVerses Capital, LLC | 0.17% | New | 1,200 | $284K |
| HSBC Holdings PLC | 0.00% | Reduce -14.8% | 1,190 | $281K |
| Essex Financial Services, Inc. | 0.02% | Add +8.0% | 1,116 | $278K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -77.6% | 1,153 | $273K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -80.5% | 1,145 | $271K |
| Aigen Investment Management, LP | 0.05% | New | 1,133 | $268K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 1,130 | $267K |
| Leavell Investment Management, Inc. | 0.01% | New | 1,129 | $267K |
| Callan Family Office, LLC | 0.05% | New | 1,120 | $265K |
| Wealth Alliance, LLC | 0.03% | Add +1.8% | 1,112 | $263K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -44.0% | 1,098 | $259K |
| Argent Trust Co | 0.01% | New | 1,087 | $257K |
| Qsemble Capital Management, LP | 0.05% | New | 1,076 | $255K |
| NDVR, Inc. | 0.26% | Reduce -8.7% | 1,065 | $252K |
| Diametric Capital, LP | 0.14% | New | 1,063 | $251K |
| Riverwater Partners LLC | 0.18% | Reduce -5.4% | 1,050 | $248K |
| Inspire Advisors, LLC | 0.03% | Add +13.9% | 1,041 | $246K |
| CIBC Asset Management Inc | 0.00% | No change | 1,018 | $241K |
| Mayfair Advisory Group, LLC | 0.16% | No change | 991 | $240K |
| First Trust Direct Indexing L.P. | 0.01% | New | 1,011 | $239K |
| Ibex Wealth Advisors | 0.04% | New | 1,008 | $239K |
| Profund Advisors LLC | 0.01% | Reduce -28.0% | 999 | $236K |
| PEAK6 Investments LLC | 0.01% | Add +302.9% | 983 | $233K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -63.9% | 964 | $228K |
| Walleye Capital LLC | 0.00% | New | 950 | $225K |
| Laurion Capital Management LP | 0.01% | New | 945 | $224K |
| Vaughan David Investments LLC | 0.01% | Add +0.9% | 939 | $222K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.4% | 929 | $220K |
| MML Investors Services, LLC | 0.00% | Reduce -5.3% | 922 | $218K |
| Blue Square Asset Management, LLC | 0.13% | No change | 913 | $216K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 912 | $216K |
| KBC Group NV | 0.00% | Add +14.1% | 875 | $207K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.3% | 867 | $205K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 862 | $204K |
| Rafferty Asset Management, LLC | 0.00% | New | 851 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.0% | 833 | $198K |
| HM Payson & Co. | 0.00% | Reduce -1.5% | 793 | $188K |
| United Community Bank | 0.07% | Reduce -1.3% | 775 | $183K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 768 | $182K |
| GAMMA Investing LLC | 0.02% | Add +2.5% | 701 | $166K |
| Huntington National Bank | 0.00% | Add +35.7% | 616 | $146K |
| CI Investments Inc. | 0.00% | Add +1.7% | 604 | $143K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +207.9% | 548 | $130K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.5% | 537 | $127K |
| IFP Advisors, Inc | 0.00% | Reduce -6.2% | 527 | $125K |
| Bessemer Group Inc. | 0.00% | Reduce -54.0% | 493 | $116K |
| Signaturefd, LLC | 0.00% | Reduce -5.6% | 490 | $116K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -28.2% | 473 | $112K |
| Quadrant Capital Group LLC | 0.01% | Add +4.1% | 459 | $109K |
| Venturi Wealth Management, LLC | 0.01% | Add +1758.3% | 446 | $106K |
| EntryPoint Capital, LLC | 0.05% | New | 426 | $101K |
| Eagle Bay Advisors LLC | 0.06% | Add +1.5% | 413 | $98K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.7% | 396 | $94K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1.3% | 388 | $92K |
| Farther Finance Advisors, LLC | 0.00% | Add +7540.0% | 382 | $91K |
| City State Bank | 0.03% | No change | 318 | $75K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.9% | 317 | $75K |
| Allworth Financial LP | 0.00% | Reduce -3.4% | 254 | $63K |
| National Bank of Canada | 0.00% | No change | 261 | $62K |
| Compass Wealth Management LLC | 0.01% | No change | 256 | $61K |
| Bokf, NA | 0.00% | No change | 250 | $59K |
| TD Private Client Wealth LLC | 0.00% | Reduce -20.3% | 239 | $57K |
| Parallel Advisors, LLC | 0.00% | Add +5.0% | 232 | $55K |
| Advisors Asset Management, Inc. | 0.00% | New | 224 | $53K |
| Jones Financial Companies LLLP | 0.00% | Add +176.5% | 224 | $53K |
| Blue Trust, Inc. | 0.00% | Add +45.5% | 192 | $49K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 190 | $45K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -77.7% | 179 | $42K |
| Whittier Trust Co. | 0.00% | No change | 157 | $37K |
| Great Lakes Retirement, Inc. | 0.00% | New | 147 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.5% | 147 | $35K |
| ORG Partners LLC | 0.00% | New | 126 | $30K |
| Private Trust Co. NA | 0.00% | Add +3.6% | 114 | $27K |
| Sound Income Strategies, LLC | 0.00% | Add +0.9% | 112 | $27K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 103 | $24K |
| Quent Capital, LLC | 0.00% | Add +7.4% | 102 | $24K |
| Larson Financial Group LLC | 0.00% | Add +1.1% | 95 | $22K |
| Webster Bank, N. A. | 0.00% | No change | 92 | $22K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 91 | $21K |
| LGT Financial Advisors LLC | 0.04% | No change | 88 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 88 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -10.9% | 82 | $19K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -31.9% | 81 | $19K |
| Covestor Ltd | 0.01% | Reduce -1.2% | 81 | $19K |
| UMB Bank, n.a. | 0.00% | Reduce -91.0% | 78 | $18K |
| Lindbrook Capital, LLC | 0.00% | Reduce -27.0% | 73 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Add +63.6% | 72 | $17K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 70 | $17K |
| Opal Wealth Advisors, LLC | 0.01% | New | 68 | $16K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 67 | $16K |
| Proffitt & Goodson Inc. | 0.00% | New | 56 | $13K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.8% | 55 | $13K |
| WR Wealth Planners, LLC | 0.00% | Add +10.2% | 54 | $13K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 50 | $12K |
| Promethos Capital, LLC | 0.00% | No change | 50 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 50 | $12K |
| Quarry LP | 0.00% | Add +166.7% | 48 | $11K |
| Dunhill Financial, LLC | 0.01% | New | 44 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +330.0% | 43 | $10K |
| SRH Advisors, LLC | 0.00% | No change | 38 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +100.0% | 38 | $9K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 36 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 36 | $9K |
| Principal Securities, Inc. | 0.00% | Add +9.1% | 36 | $9K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +100.0% | 34 | $8K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 29 | $7K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 25 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +109.1% | 23 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 23 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 17 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -6.7% | 14 | $3K |
| Arax Advisory Partners | 0.00% | No change | 14 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 14 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 13 | $3K |
| Innealta Capital, LLC | 0.00% | New | 13 | $3K |
| Westside Investment Management, Inc. | 0.00% | New | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +10.0% | 11 | $3K |
| FSC Wealth Advisors, LLC | 0.00% | New | 10 | $2K |
| Balefire, LLC | 0.00% | Add +11.1% | 10 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 9 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 8 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 7 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 7 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 6 | $1K |
| Sachetta, LLC | 0.00% | New | 5 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 5 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | New | 4 | $950 |
| Valued Wealth Advisors LLC | 0.00% | Add +33.3% | 4 | $947 |
| Abich Financial Wealth Management LLC | 0.00% | New | 4 | $946 |
| Lynx Investment Advisory | 0.00% | — | 3 | $710 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $710 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $710 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $237 |
| Strategic Financial Concepts, LLC | 0.00% | New | 29,883 | $119 |
| Avion Wealth | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.