PrimericaPRI
13F holders, Q4 2024 (December 31)489holders +38
51new positions
26sold out
10famous investors
$271.45avg. 13F price*
At the end of Q4 2024, 489 institutions reported holding Primerica Inc. (PRI) in their 13F filings, up 38 from Q3 2024. 51 opened new positions and 26 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($968.3M), Vanguard Group Inc. ($937.9M) and BlackRock, Inc. ($848.9M). 10 famous investors held it, including Glenn Greenberg (5.8% of Brave Warrior Advisors's portfolio), Ron Baron (1.2% of Baron Capital (BAMCO)'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Primerica Inc.
- CUSIP
- 74164M108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $89.6M |
| Exits | 26 | $7.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,413,649 shares bought and 1,893,514 shares sold, net −479,865 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 489 holders
| Kayne Anderson Rudnick Investment Management LLC | 2.23% | Reduce -1.5% | 3,567,581 | $968.3M |
| Vanguard Group Inc. | 0.02% | Reduce -1.0% | 3,455,656 | $937.9M |
| BlackRock, Inc. | 0.02% | Add +2.1% | 3,127,558 | $848.9M |
| FMR LLC | 0.05% | Reduce -1.0% | 2,999,702 | $814.2M |
| Baron Capital (BAMCO) | 1.16% | Reduce -3.3% | 1,655,547 | $449.3M |
| Burgundy Asset Management Ltd. | 3.53% | Add +1.7% | 1,288,473 | $349.7M |
| State Street Corp. | 0.01% | Add +1.9% | 1,104,423 | $299.8M |
| Brave Warrior Advisors | 5.77% | Reduce -41.5% | 853,864 | $231.8M |
| Geode Capital Management, LLC | 0.02% | Add +11.9% | 779,760 | $211.7M |
| Agf Management Ltd. | 0.87% | Reduce -4.0% | 641,395 | $174.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -3.6% | 595,087 | $161.5M |
| Lyrical Asset Management LP | 2.36% | Reduce -2.5% | 587,567 | $159.5M |
| Fiduciary Management Inc. | 1.21% | Reduce -0.9% | 477,521 | $129.6M |
| Wells Fargo & Company | 0.02% | Reduce -7.0% | 349,714 | $94.9M |
| Northern Trust Corp. | 0.01% | Add +15.6% | 347,040 | $94.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.5% | 327,615 | $88.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.8% | 320,732 | $87.1M |
| Quantum Capital Management, LLC / NJ | 7.71% | Add +0.2% | 264,911 | $71.9M |
| Millennium Management | 0.06% | Reduce -61.5% | 240,207 | $65.2M |
| Westfield Capital Management Co. LP | 0.28% | Add +23.8% | 240,130 | $65.2M |
| Fuller & Thaler Asset Management, Inc. | 0.24% | Add +1.3% | 230,736 | $62.6M |
| Morgan Stanley | 0.00% | Add +13.7% | 203,495 | $55.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -4.1% | 200,171 | $54.3M |
| Qube Research & Technologies Ltd | 0.07% | Add +53.1% | 164,321 | $44.6M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +0.9% | 159,774 | $43.4M |
| Royal London Asset Management Ltd. | 0.10% | Reduce -0.0% | 158,639 | $43.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +9.0% | 142,679 | $38.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -40.7% | 140,615 | $38.2M |
| Academy Capital Management | 6.20% | Reduce -0.3% | 139,810 | $37.9M |
| Invesco Ltd. | 0.01% | Reduce -67.0% | 138,303 | $37.5M |
| FIL Ltd | 0.03% | Add +85.5% | 131,365 | $35.7M |
| Raymond James Financial Inc. | 0.01% | — | 125,972 | $34.2M |
| Los Angeles Capital Management LLC | 0.13% | Add +10.7% | 120,011 | $32.6M |
| PhiloSmith Capital Corp | 9.09% | Reduce -10.9% | 118,200 | $32.1M |
| JPMorgan Chase & Co. | 0.00% | Add +11.4% | 117,308 | $31.8M |
| AQR Capital Management | 0.04% | Add +254.6% | 116,271 | $31.6M |
| California Public Employees Retirement System | 0.02% | Add +59.4% | 111,720 | $30.3M |
| Natixis Advisors, LLC | 0.06% | Reduce -2.1% | 110,022 | $29.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.0% | 104,945 | $28.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.6% | 101,537 | $27.6M |
| Rhumbline Advisers | 0.02% | Reduce -0.8% | 94,687 | $25.7M |
| Renaissance Technologies | 0.04% | Add +50.8% | 90,498 | $24.6M |
| Citadel Advisors | 0.02% | Add +25.8% | 89,051 | $24.2M |
| American Century Companies Inc. | 0.01% | Add +10.2% | 78,829 | $21.4M |
| Prospector Partners LLC | 2.40% | Add +0.2% | 77,198 | $21.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.5% | 76,497 | $20.8M |
| WCM Investment Management, LLC | 0.05% | Reduce -1.3% | 76,117 | $20.5M |
| Sei Investments Co. | 0.03% | Add +3.7% | 75,632 | $20.5M |
| Man Group plc | 0.06% | Add +8.9% | 73,122 | $19.8M |
| Schroder Investment Management Group | 0.02% | Reduce -6.2% | 70,297 | $19.0M |
| UBS Group AG | 0.00% | Add +139.1% | 67,740 | $18.4M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 66,500 | $18.0M |
| Legal & General Group Plc | 0.00% | Reduce -1.1% | 66,443 | $18.0M |
| Balyasny Asset Management L.P. | 0.04% | Add +51.4% | 65,623 | $17.8M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 64,283 | $17.4M |
| Lighthouse Investment Partners, LLC | 0.66% | Add +14.4% | 62,428 | $16.9M |
| Cubist Systematic Strategies, LLC | 0.25% | Add +2508.8% | 57,499 | $15.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 55,127 | $15.0M |
| Running Oak Capital LLC | 1.90% | Add +3.7% | 53,644 | $14.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -36.2% | 48,423 | $13.1M |
| Macquarie Group Ltd. | 0.02% | Reduce -0.2% | 46,806 | $12.7M |
| Victory Capital Management Inc. | 0.01% | Add +16.5% | 46,303 | $12.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 44,885 | $12.2M |
| EULAV Asset Management | 0.29% | No change | 44,400 | $12.1M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 43,490 | $11.8M |
| Voloridge Investment Management, LLC | 0.04% | Add +527.1% | 42,816 | $11.6M |
| Weiss Asset Management LP | 0.35% | New | 42,089 | $11.4M |
| Regions Financial Corp. | 0.08% | Reduce -5.2% | 41,635 | $11.3M |
| Logan Capital Management Inc. | 0.47% | Reduce -6.6% | 40,974 | $11.1M |
| Retirement Systems of Alabama | 0.04% | Reduce -1.3% | 40,577 | $11.0M |
| Parkwood LLC | 1.34% | Reduce -21.9% | 40,031 | $10.9M |
| SVB Wealth LLC | 0.20% | New | 39,433 | $10.7M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -2.8% | 37,863 | $10.3M |
| Corebridge Financial, Inc. | 0.06% | Reduce -5.6% | 37,762 | $10.2M |
| Squarepoint Ops LLC | 0.03% | Add +1.9% | 37,219 | $10.1M |
| Aptus Capital Advisors, LLC | 0.12% | Add +22.8% | 36,027 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 35,787 | $9.7M |
| HRT Financial LP | 0.05% | Reduce -7.8% | 35,083 | $9.5M |
| Trexquant Investment LP | 0.11% | Add +12.2% | 34,870 | $9.5M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 34,595 | $9.4M |
| Danske Bank A/S | 0.03% | Add +19.1% | 33,775 | $9.2M |
| Marks Group Wealth Management, Inc | 0.89% | Reduce -4.7% | 33,360 | $9.1M |
| Teacher Retirement System of Texas | 0.03% | Add +17.4% | 32,770 | $8.9M |
| California State Teachers Retirement System | 0.01% | Reduce -3.4% | 31,646 | $8.6M |
| State of Alaska, Department of Revenue | 0.10% | Reduce -0.4% | 31,488 | $8.5M |
| Comerica Bank | 0.03% | Add +4.5% | 30,606 | $8.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.2% | 29,526 | $8.0M |
| Barclays PLC | 0.00% | Add +43.4% | 29,347 | $8.0M |
| Van Eck Associates Corp. | 0.01% | Add +34.0% | 28,995 | $7.9M |
| Amundi | 0.00% | New | 28,256 | $7.9M |
| Prudential Financial Inc. | 0.01% | Add +35.3% | 26,354 | $7.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.08% | New | 28,710 | $7.8M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +1.8% | 27,490 | $7.5M |
| Franklin Resources Inc. | 0.00% | Add +100.1% | 26,680 | $7.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.5% | 26,335 | $7.1M |
| Panagora Asset Management Inc. | 0.03% | Add +1041.9% | 26,309 | $7.1M |
| Brant Point Investment Management LLC | 1.68% | New | 26,000 | $7.1M |
| First Trust Advisors LP | 0.01% | Reduce -44.6% | 22,952 | $6.2M |
| Gotham Asset Management | 0.06% | Add +24.1% | 22,877 | $6.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.3% | 22,784 | $6.2M |
| Engineers Gate Manager LP | 0.11% | Add +82.3% | 22,447 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Add +72.1% | 22,202 | $6.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 20,104 | $5.5M |
| NewEdge Wealth, LLC | 0.09% | Reduce -14.6% | 20,057 | $5.4M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Reduce -0.2% | 20,015 | $5.4M |
| JLB & Associates Inc. | 0.73% | Add +4.7% | 19,762 | $5.4M |
| Edgestream Partners, L.P. | 0.23% | Add +3.2% | 19,745 | $5.4M |
| Jane Street Group, LLC | 0.01% | Reduce -36.0% | 19,719 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +13.6% | 19,578 | $5.3M |
| Artemis Investment Management LLP | 0.07% | New | 19,292 | $5.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.9% | 19,237 | $5.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.0% | 18,964 | $5.1M |
| MetLife Investment Management, LLC | 0.03% | Add +7.5% | 18,818 | $5.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -25.3% | 18,169 | $4.9M |
| Jump Financial, LLC | 0.11% | New | 17,938 | $4.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +14.5% | 17,901 | $4.9M |
| Prescott Group Capital Management, L.L.C. | 0.65% | No change | 17,743 | $4.8M |
| Pinebridge Investments, L.P. | 0.04% | Add +18.5% | 17,729 | $4.8M |
| ExodusPoint Capital Management, LP | 0.05% | Add +51.3% | 17,583 | $4.8M |
| Intech Investment Management LLC | 0.04% | Add +78.1% | 16,770 | $4.6M |
| Magnetar Financial LLC | 0.12% | Add +662.5% | 16,532 | $4.5M |
| Amalgamated Bank | 0.04% | Reduce -1.5% | 15,922 | $4.3M |
| Bank of Nova Scotia | 0.01% | New | 15,700 | $4.3M |
| Sovereign's Capital Management, LLC | 2.71% | — | 15,659 | $4.3M |
| Janus Henderson Group PLC | 0.00% | No change | 15,629 | $4.2M |
| Susquehanna Fundamental Investments, LLC | 0.07% | — | 15,600 | $4.2M |
| &partners | 0.05% | Add +756.9% | 15,115 | $4.2M |
| Zacks Investment Management | 0.04% | Add +2.4% | 14,991 | $4.1M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -1.9% | 14,811 | $4.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 14,180 | $3.8M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 13,993 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | Add +17.7% | 13,803 | $3.7M |
| LRT Capital Management, LLC | 2.93% | New | 13,800 | $3.7M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 13,467 | $3.7M |
| Granite Investment Partners, LLC | 0.16% | Reduce -9.6% | 13,438 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +224.3% | 13,367 | $3.6M |
| Twinbeech Capital LP | 0.06% | Reduce -5.0% | 13,145 | $3.6M |
| Bridgewater Associates | 0.02% | Reduce -46.5% | 12,916 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 12,739 | $3.5M |
| Blair William & Co. | 0.01% | Add +3.6% | 12,617 | $3.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.8% | 12,430 | $3.4M |
| AlphaQuest LLC | 0.44% | Reduce -14.9% | 12,292 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 12,158 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.9% | 12,120 | $3.3M |
| Algert Global LLC | 0.08% | Add +9.4% | 12,111 | $3.3M |
| Harbor Capital Advisors, Inc. | 0.14% | Add +20.2% | 11,976 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -7.8% | 11,572 | $3.1M |
| Aquatic Capital Management LLC | 0.08% | New | 11,438 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -4.4% | 11,220 | $3.0M |
| Commerce Bank | 0.02% | Reduce -10.7% | 11,186 | $3.0M |
| Jefferies Financial Group Inc. | 0.03% | New | 10,761 | $2.9M |
| LPL Financial LLC | 0.00% | Add +69.7% | 10,488 | $2.8M |
| Allen Investment Management, LLC | 0.03% | No change | 10,398 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.4% | 10,198 | $2.8M |
| Arizona State Retirement System | 0.02% | Reduce -0.9% | 9,818 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -11.4% | 9,757 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +8.8% | 9,735 | $2.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.14% | No change | 9,600 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.1% | 9,300 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.3% | 9,229 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | — | 9,100 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +11.6% | 9,063 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 8,937 | $2.4M |
| TD Asset Management Inc | 0.00% | New | 8,766 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 8,646 | $2.3M |
| Quantinno Capital Management LP | 0.02% | Add +63.2% | 8,404 | $2.3M |
| Entropy Technologies, LP | 0.23% | Add +207.4% | 8,300 | $2.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.3% | 7,919 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.2% | 7,852 | $2.1M |
| Gsa Capital Partners LLP | 0.16% | Add +804.1% | 7,775 | $2.1M |
| Ofi Invest Asset Management | 0.05% | — | 8,000 | $2.1M |
| STRS Ohio | 0.01% | Add +3.1% | 7,694 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +0.3% | 7,679 | $2.1M |
| QSV Equity Investors LLC | 1.98% | Add +0.5% | 7,590 | $2.1M |
| New Mexico Educational Retirement Board | 0.07% | No change | 7,500 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -1.2% | 7,417 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.2% | 7,370 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +10.6% | 7,342 | $2.0M |
| Canada Pension Plan Investment Board | 0.00% | New | 7,300 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.8% | 7,286 | $2.0M |
| Crossmark Global Holdings, Inc. | 0.04% | Add +53.4% | 7,178 | $1.9M |
| Norges Bank | 0.00% | Reduce -50.5% | 7,021 | $1.9M |
| Tudor Investment Corporation | 0.02% | Add +121.7% | 6,909 | $1.9M |
| James Investment Research, Inc. | 0.22% | Reduce -2.0% | 6,842 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.0% | 6,778 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.7% | 6,684 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.0% | 5,803 | $1.7M |
| SkyView Investment Advisors, LLC | 0.27% | Reduce -2.9% | 6,224 | $1.7M |
| Creative Planning | 0.00% | Add +2.1% | 6,210 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +129.6% | 6,182 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +315.5% | 5,979 | $1.6M |
| Mirabella Financial Services LLP | 0.15% | New | 5,979 | $1.6M |
| Nebula Research & Development LLC | 0.19% | Add +29.1% | 5,874 | $1.6M |
| Tidal Investments LLC | 0.01% | Add +42.1% | 5,867 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.1% | 5,848 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.9% | 5,718 | $1.6M |
| Graham Capital Management, L.P. | 0.08% | Add +14.6% | 5,684 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 5,604 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 5,469 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -3.2% | 5,329 | $1.4M |
| Ieq Capital, LLC | 0.01% | New | 5,310 | $1.4M |
| Redwood Investment Management, LLC | 0.14% | Reduce -13.4% | 5,270 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +519.5% | 5,266 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -4.9% | 5,166 | $1.4M |
| Vestcor Inc | 0.05% | Reduce -18.7% | 5,109 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +24.0% | 5,068 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 5,028 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -7.4% | 5,026 | $1.4M |
| Callan Family Office, LLC | 0.09% | Add +273.8% | 5,024 | $1.4M |
| NJ State Employees Deferred Compensation Plan | 0.16% | No change | 5,000 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -22.2% | 4,975 | $1.4M |
| iSAM Funds (UK) Ltd | 1.00% | Add +76.3% | 4,950 | $1.3M |
| World Investment Advisors | 0.04% | New | 4,949 | $1.3M |
| Oak Thistle LLC | 0.40% | Add +64.9% | 4,936 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.9% | 4,863 | $1.3M |
| Dixon Fnancial Services, Inc. | 0.72% | No change | 4,857 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 4,590 | $1.2M |
| Avior Wealth Management, LLC | 0.05% | Reduce -6.9% | 4,588 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -20.3% | 4,584 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | No change | 4,543 | $1.2M |
| Marshall Wace, LLP | 0.00% | New | 4,531 | $1.2M |
| Quantum Private Wealth, LLC | 0.39% | No change | 4,470 | $1.2M |
| Nomura Holdings Inc. | 0.01% | New | 4,428 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +4.0% | 4,384 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +75.3% | 4,383 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +272.2% | 4,265 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +15.2% | 4,274 | $1.1M |
| Impact Capital Partners LLC | 0.40% | — | 4,185 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4150.5% | 4,123 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.8% | 4,070 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.8% | 4,070 | $1.1M |
| ELCO Management Co., LLC | 0.57% | No change | 4,000 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.6% | 3,937 | $1.1M |
| Xponance LLC | 0.01% | Add +5.5% | 3,898 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Add +13.2% | 3,779 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Add +1.2% | 3,729 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | No change | 3,651 | $991K |
| New York Life Investment Management LLC | 0.01% | Reduce -11.2% | 3,574 | $970K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 3,554 | $965K |
| Meeder Advisory Services, Inc. | 0.06% | New | 3,505 | $951K |
| Erste Asset Management GmbH | 0.01% | No change | 3,500 | $947K |
| Versor Investments LP | 0.16% | Reduce -10.2% | 3,463 | $940K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.7% | 3,385 | $919K |
| MGB Wealth Management, LLC | 0.27% | No change | 3,270 | $885K |
| Cwm, LLC | 0.00% | Add +10.7% | 3,235 | $878K |
| Neuberger Berman Group LLC | 0.00% | Reduce -19.1% | 3,225 | $875K |
| Connable Office Inc. | 0.09% | No change | 3,212 | $872K |
| Two Sigma Advisers, LP | 0.00% | New | 3,200 | $869K |
| Shell Asset Management Co. | 0.04% | Reduce -0.1% | 3,138 | $852K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.0% | 3,139 | $852K |
| Meritage Portfolio Management | 0.05% | Add +7.3% | 3,097 | $841K |
| Ausbil Investment Management Ltd | 0.50% | Add +20.9% | 3,030 | $837K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.3% | 3,051 | $828K |
| Curated Wealth Partners LLC | 0.09% | No change | 3,039 | $825K |
| Ethic Inc. | 0.02% | Reduce -3.1% | 3,019 | $819K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.8% | 3,005 | $816K |
| Quantedge Capital Pte Ltd | 0.30% | New | 3,000 | $814K |
| Cibc World Market Inc. | 0.00% | Add +5.1% | 2,963 | $804K |
| Exchange Traded Concepts, LLC | 0.02% | Add +3.5% | 2,959 | $803K |
| Mgo One Seven LLC | 0.03% | Reduce -3.4% | 2,935 | $797K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -63.2% | 2,837 | $770K |
| D.A. Davidson & Co. | 0.01% | No change | 2,768 | $751K |
| M&T Bank Corp | 0.00% | Add +0.1% | 2,768 | $751K |
| Everhart Financial Group, Inc. | 0.15% | Add +2.5% | 2,676 | $726K |
| Mariner, LLC | 0.00% | Add +1.4% | 2,611 | $709K |
| Brown Advisory Inc. | 0.00% | Add +0.3% | 2,572 | $698K |
| Point72 (DIFC) Ltd | 0.06% | Add +156.7% | 2,554 | $693K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.1% | 2,523 | $685K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.18% | Add +2.8% | 2,507 | $681K |
| Kolinsky Wealth Management, LLC | 0.41% | No change | 2,462 | $668K |
| Fox Run Management, L.L.C. | 0.12% | New | 2,462 | $668K |
| Sendero Wealth Management, LLC | 0.10% | No change | 2,444 | $663K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.4% | 2,362 | $641K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -15.2% | 2,346 | $637K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.2% | 2,266 | $615K |
| Cynosure Group, LLC | 0.09% | Reduce -25.5% | 2,252 | $611K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.4% | 2,211 | $600K |
| BTC Capital Management, Inc. | 0.05% | Add +0.2% | 2,165 | $588K |
| Becker Capital Management Inc. | 0.02% | No change | 2,165 | $588K |
| HB Wealth Management, LLC | 0.01% | Add +20.6% | 2,050 | $556K |
| EntryPoint Capital, LLC | 0.23% | New | 2,049 | $556K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.1% | 2,047 | $556K |
| Intrust Bank NA | 0.06% | Reduce -1.4% | 2,046 | $555K |
| Sterling Capital Management LLC | 0.01% | Add +52.0% | 2,002 | $543K |
| Sylvest Advisors, LLC | 0.33% | — | 2,000 | $543K |
| FJ Capital Management LLC | 0.06% | New | 1,981 | $538K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.7% | 1,947 | $528K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,960 | $525K |
| Trust Point Inc. | 0.04% | Add +25.1% | 1,923 | $522K |
| Bryce Point Capital, LLC | 0.15% | — | 1,910 | $518K |
| Cetera Investment Advisers | 0.00% | Add +17.2% | 1,829 | $497K |
| Utah Retirement Systems | 0.01% | Reduce -5.3% | 1,800 | $489K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -8.9% | 1,798 | $488K |
| Boothbay Fund Management, LLC | 0.02% | Add +102.4% | 1,797 | $488K |
| Argent Trust Co | 0.02% | Add +52.8% | 1,795 | $487K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.7% | 1,776 | $482K |
| Petrus Trust Company, LTA | 0.05% | Reduce -65.2% | 1,774 | $481K |
| Farther Finance Advisors, LLC | 0.02% | Add +341.1% | 1,769 | $480K |
| Summit Trail Advisors, LLC | 0.02% | Add +11.7% | 1,764 | $479K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.8% | 1,752 | $476K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +15.3% | 1,686 | $458K |
| Aigen Investment Management, LP | 0.08% | Reduce -41.3% | 1,649 | $448K |
| R Squared Ltd | 0.43% | — | 1,640 | $445K |
| Fifth Third Bancorp | 0.00% | Reduce -15.3% | 1,605 | $436K |
| Seeds Investor LLC | 0.12% | Add +6.9% | 1,605 | $435K |
| Radnor Capital Management, LLC | 0.07% | No change | 1,600 | $434K |
| ProShare Advisors LLC | 0.00% | Add +5.8% | 1,561 | $424K |
| Captrust Financial Advisors | 0.00% | Add +9.9% | 1,553 | $422K |
| Jain Global LLC | 0.01% | — | 1,547 | $420K |
| Bridges Investment Management Inc. | 0.01% | No change | 1,533 | $416K |
| PFW Advisors LLC | 0.13% | — | 1,521 | $413K |
| Assetmark, Inc. | 0.00% | Add +3.9% | 1,518 | $412K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 1,503 | $408K |
| Sherbrooke Park Advisers LLC | 0.13% | New | 1,488 | $404K |
| Mutual Advisors, LLC | 0.01% | Add +10.8% | 1,394 | $402K |
| Two Sigma Securities, LLC | 0.07% | New | 1,440 | $391K |
| XTX Topco Ltd | 0.03% | Reduce -68.0% | 1,431 | $388K |
| Petros Family Wealth, LLC | 0.42% | — | 1,426 | $387K |
| Vise Technologies, Inc. | 0.03% | New | 1,354 | $368K |
| KBC Group NV | 0.00% | Add +51.9% | 1,329 | $361K |
| Focus Partners Wealth | 0.00% | Reduce -10.6% | 1,316 | $357K |
| Taika Capital, LP | 0.27% | New | 1,285 | $349K |
| Shelton Capital Management | 0.01% | Reduce -6.9% | 1,276 | $346K |
| Pitcairn Co. | 0.02% | No change | 1,273 | $346K |
| Forum Financial Management, LP | 0.01% | No change | 1,272 | $345K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.3% | 1,240 | $337K |
| Quantbot Technologies LP | 0.01% | Reduce -25.4% | 1,197 | $325K |
| Ifrah Financial Services, Inc. | 0.09% | Reduce -2.0% | 1,182 | $321K |
| IFP Advisors, Inc | 0.01% | Add +7.1% | 1,164 | $316K |
| Mercer Global Advisors Inc. | 0.00% | Add +30.1% | 1,164 | $316K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +41.7% | 1,148 | $312K |
| NDVR, Inc. | 0.29% | Add +6.6% | 1,135 | $308K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,129 | $306K |
| GAMMA Investing LLC | 0.03% | Add +14.9% | 1,128 | $306K |
| Ibex Wealth Advisors | 0.04% | New | 1,125 | $305K |
| Advisors Asset Management, Inc. | 0.01% | Add +74.7% | 1,123 | $305K |
| Vident Advisory, LLC | 0.01% | Reduce -84.2% | 1,111 | $302K |
| CIBC Asset Management Inc | 0.00% | Add +5.1% | 1,108 | $301K |
| Brookstone Capital Management | 0.00% | No change | 1,080 | $293K |
| Wealth Alliance, LLC | 0.03% | Reduce -3.7% | 1,074 | $291K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -43.1% | 1,071 | $291K |
| Riverwater Partners LLC | 0.14% | No change | 1,050 | $285K |
| Ontario Teachers Pension Plan Board | 0.00% | New | 1,003 | $272K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.5% | 999 | $271K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -21.5% | 995 | $270K |
| Jones Financial Companies LLLP | 0.00% | Add +163.7% | 981 | $266K |
| Mayfair Advisory Group, LLC | 0.16% | Reduce -1.6% | 975 | $265K |
| Quantessence Capital LLC | 0.11% | — | 973 | $264K |
| Martingale Asset Management L P | 0.01% | New | 940 | $255K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 918 | $249K |
| Blue Square Asset Management, LLC | 0.12% | No change | 913 | $248K |
| Ballentine Partners, LLC | 0.00% | Add +10.8% | 899 | $244K |
| Cresset Asset Management, LLC | 0.00% | Reduce -59.5% | 898 | $244K |
| Anb Bank | 0.11% | — | 893 | $242K |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 875 | $237K |
| HBW Advisory Services LLC | 0.02% | No change | 866 | $235K |
| 1832 Asset Management L.P. | 0.00% | No change | 866 | $235K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -26.4% | 858 | $233K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.2% | 844 | $229K |
| Praxis Investment Management Inc. | 0.01% | New | 840 | $228K |
| IFC Advisors LLC | 0.05% | — | 837 | $227K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.6% | 813 | $226K |
| Sugarloaf Wealth Management, LLC | 0.04% | Reduce -3.6% | 831 | $226K |
| Profund Advisors LLC | 0.01% | Reduce -15.3% | 826 | $224K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.2% | 814 | $221K |
| HM Payson & Co. | 0.00% | No change | 805 | $218K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 749 | $217K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 801 | $217K |
| Applied Finance Capital Management, LLC | 0.01% | No change | 797 | $216K |
| Full Sail Capital, LLC | 0.01% | Add +2.8% | 796 | $216K |
| Hamilton Capital Partners Inc. | 0.02% | Add +3.1% | 792 | $215K |
| Gator Capital Management, LLC | 0.08% | New | 790 | $214K |
| SlateStone Wealth, LLC | 0.02% | Add +0.1% | 780 | $212K |
| CW Advisors, LLC | 0.00% | Reduce -1.3% | 777 | $211K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 769 | $209K |
| Forthright Family Wealth Advisory LLC | 0.13% | No change | 763 | $207K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.3% | 762 | $207K |
| Fullcircle Wealth LLC | 0.08% | New | 725 | $206K |
| Evergreen Capital Management LLC | 0.01% | New | 758 | $206K |
| Quarry LP | 0.04% | Add +107.7% | 727 | $197K |
| United Community Bank | 0.08% | Reduce -0.7% | 715 | $194K |
| US Bancorp \de | 0.00% | No change | 686 | $186K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 659 | $179K |
| Osaic Holdings, Inc. | 0.00% | Reduce -82.2% | 654 | $178K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.4% | 603 | $164K |
| Huntington National Bank | 0.00% | Reduce -4.6% | 600 | $163K |
| Signaturefd, LLC | 0.00% | Add +1.0% | 495 | $134K |
| Quadrant Capital Group LLC | 0.01% | Add +4.1% | 481 | $131K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 439 | $119K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 435 | $118K |
| Blue Trust, Inc. | 0.00% | Reduce -35.4% | 431 | $117K |
| Eagle Bay Advisors LLC | 0.07% | No change | 414 | $112K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 398 | $108K |
| NewEdge Advisors, LLC | 0.00% | No change | 396 | $107K |
| CI Investments Inc. | 0.00% | Reduce -41.9% | 391 | $106K |
| Daiwa Securities Group Inc. | 0.00% | New | 380 | $103K |
| TD Private Client Wealth LLC | 0.00% | No change | 365 | $99K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 363 | $99K |
| Allworth Financial LP | 0.00% | Add +27.3% | 331 | $97K |
| City State Bank | 0.03% | Reduce -7.5% | 294 | $80K |
| Compass Wealth Management LLC | 0.02% | No change | 256 | $69K |
| Bessemer Group Inc. | 0.00% | Add +182.2% | 254 | $69K |
| Bokf, NA | 0.00% | No change | 250 | $68K |
| Parallel Advisors, LLC | 0.00% | Add +4.3% | 242 | $66K |
| UMB Bank, n.a. | 0.00% | Add +65.5% | 240 | $65K |
| Venturi Wealth Management, LLC | 0.00% | Add +116.2% | 214 | $58K |
| Hemington Wealth Management | 0.01% | Add +7.9% | 204 | $55K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 190 | $52K |
| State of Wyoming | 0.01% | Reduce -69.1% | 187 | $51K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 179 | $49K |
| Caitong International Asset Management Co., Ltd | 0.05% | — | 174 | $47K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 147 | $40K |
| Larson Financial Group LLC | 0.00% | Reduce -6.7% | 139 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +129.1% | 126 | $34K |
| ORG Partners LLC | 0.00% | No change | 126 | $34K |
| Golden State Wealth Management, LLC | 0.01% | — | 123 | $33K |
| V-Square Quantitative Management LLC | 0.00% | No change | 116 | $31K |
| Private Trust Co. NA | 0.00% | No change | 114 | $31K |
| Parkside Financial Bank & Trust | 0.00% | Add +15.6% | 104 | $28K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 103 | $28K |
| Quent Capital, LLC | 0.00% | No change | 102 | $28K |
| Versant Capital Management, Inc | 0.01% | Add +4.1% | 101 | $27K |
| True Wealth Design, LLC | 0.01% | New | 98 | $27K |
| MAI Capital Management | 0.00% | New | 96 | $26K |
| Covestor Ltd | 0.02% | Add +14.8% | 93 | $25K |
| Webster Bank, N. A. | 0.00% | No change | 92 | $25K |
| Rise Advisors, LLC | 0.01% | No change | 91 | $25K |
| Colonial Trust Co / SC | 0.00% | New | 91 | $25K |
| LGT Financial Advisors LLC | 0.05% | No change | 88 | $24K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 88 | $24K |
| Geneos Wealth Management Inc. | 0.00% | No change | 86 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.2% | 85 | $23K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 81 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 80 | $22K |
| Brooklyn Investment Group | 0.01% | Add +59.6% | 75 | $20K |
| Principal Securities, Inc. | 0.00% | Add +56.3% | 75 | $20K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.4% | 72 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 70 | $19K |
| WR Wealth Planners, LLC | 0.01% | No change | 65 | $18K |
| Hillsdale Investment Management Inc. | 0.00% | New | 60 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +18.4% | 58 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 50 | $14K |
| Promethos Capital, LLC | 0.00% | No change | 50 | $14K |
| Anchor Investment Management, LLC | 0.00% | No change | 50 | $14K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.5% | 42 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 38 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 37 | $10K |
| GeoWealth Management, LLC | 0.00% | New | 37 | $10K |
| Arax Advisory Partners | 0.00% | Add +6.3% | 34 | $9K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 34 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 30 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -45.5% | 30 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 23 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 17 | $5K |
| Hexagon Capital Partners LLC | 0.00% | Add +54.5% | 17 | $5K |
| TD Capital Management LLC | 0.00% | New | 16 | $4K |
| High Note Wealth, LLC | 0.00% | New | 16 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 14 | $4K |
| Whipplewood Advisors, LLC | 0.00% | — | 14 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 14 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 13 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -70.5% | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -15.4% | 11 | $3K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 10 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 9 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -35.7% | 9 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -10.0% | 9 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 9 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 9 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 8 | $2K |
| Headlands Technologies LLC | 0.00% | Reduce -84.1% | 7 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 7 | $2K |
| Lanark Financial, Inc. | 0.16% | — | 6 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -94.6% | 6 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Add +25.0% | 5 | $1K |
| Sachetta, LLC | 0.00% | No change | 5 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 4 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $815 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $815 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $814 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $543 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $543 |
| Old Second National Bank of Aurora | 0.00% | New | 2 | $543 |
| NewSquare Capital LLC | 0.00% | New | 2 | $543 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $271 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $271 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $271 |
"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.