PrimericaPRI
13F holders, Q3 2025 (September 30)497holders −20
49new positions
63sold out
9famous investors
$277.18avg. 13F price*
At the end of Q3 2025, 497 institutions reported holding Primerica Inc. (PRI) in their 13F filings, down 20 from Q2 2025. 49 opened new positions and 63 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($943.7M), Vanguard Group Inc. ($937.8M) and BlackRock, Inc. ($832.0M). 9 famous investors held it, including Glenn Greenberg (4.9% of Brave Warrior Advisors's portfolio), Ron Baron (1.0% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Primerica Inc.
- CUSIP
- 74164M108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $88.3M |
| Exits | 63 | $67.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,152,057 shares bought and 1,604,641 shares sold, net −452,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 497 holders
| Kayne Anderson Rudnick Investment Management LLC | 2.30% | Reduce -2.4% | 3,399,600 | $943.7M |
| Vanguard Group Inc. | 0.01% | Reduce -2.4% | 3,378,192 | $937.8M |
| BlackRock, Inc. | 0.01% | Reduce -2.1% | 2,997,107 | $832.0M |
| FMR LLC | 0.04% | Add +0.3% | 2,892,250 | $802.9M |
| Baron Capital (BAMCO) | 1.04% | Reduce -11.4% | 1,408,241 | $390.9M |
| Burgundy Asset Management Ltd. | 3.37% | Reduce -0.6% | 1,324,968 | $356.9M |
| State Street Corp. | 0.01% | Reduce -1.8% | 1,032,474 | $286.6M |
| Geode Capital Management, LLC | 0.01% | Add +1.8% | 756,375 | $210.0M |
| Brave Warrior Advisors | 4.85% | Reduce -8.6% | 752,989 | $209.0M |
| Fiduciary Management Inc. | 1.80% | Add +30.9% | 640,257 | $177.7M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.4% | 613,329 | $170.2M |
| Lyrical Asset Management LP | 2.21% | Add +8.8% | 565,165 | $156.9M |
| First Trust Advisors LP | 0.10% | Add +12.4% | 492,083 | $136.6M |
| Agf Management Ltd. | 0.51% | Reduce -0.8% | 413,735 | $114.8M |
| AQR Capital Management | 0.06% | Add +25.4% | 347,531 | $96.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 321,064 | $89.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.9% | 315,908 | $87.7M |
| Wells Fargo & Company | 0.02% | Reduce -4.3% | 310,844 | $86.3M |
| Northern Trust Corp. | 0.01% | Reduce -3.7% | 307,055 | $85.2M |
| Fuller & Thaler Asset Management, Inc. | 0.25% | Add +1.1% | 265,723 | $73.8M |
| Westfield Capital Management Co. LP | 0.30% | Add +2.6% | 256,774 | $71.3M |
| Quantum Capital Management, LLC / NJ | 7.09% | Reduce -0.4% | 232,938 | $64.7M |
| FIL Ltd | 0.04% | Add +7.2% | 202,129 | $56.1M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -0.1% | 186,882 | $51.9M |
| Morgan Stanley | 0.00% | Add +2.4% | 184,518 | $51.2M |
| Nordea Investment Management AB | 0.04% | New | 184,436 | $51.0M |
| Royal London Asset Management Ltd. | 0.09% | Add +0.1% | 158,456 | $44.0M |
| Nuveen, LLC | 0.01% | Reduce -15.4% | 154,324 | $42.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.2% | 146,520 | $40.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -30.0% | 144,542 | $40.1M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -17.2% | 141,666 | $39.3M |
| Raymond James Financial Inc. | 0.01% | Add +3.3% | 133,553 | $37.1M |
| Academy Capital Management | 5.26% | Reduce -2.0% | 132,913 | $36.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 132,658 | $36.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.5% | 132,356 | $36.7M |
| American Century Companies Inc. | 0.02% | Add +10.2% | 121,116 | $33.6M |
| Invesco Ltd. | 0.01% | Reduce -12.0% | 119,125 | $33.1M |
| PhiloSmith Capital Corp | 9.12% | No change | 118,200 | $32.8M |
| Danske Bank A/S | 0.08% | Add +64.5% | 109,500 | $30.4M |
| Two Sigma Investments, LP | 0.05% | Add +96.7% | 105,388 | $29.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -25.1% | 100,186 | $27.8M |
| Copeland Capital Management, LLC | 0.56% | Reduce -3.4% | 96,800 | $26.9M |
| UBS Group AG | 0.01% | Add +38.7% | 93,030 | $25.8M |
| California Public Employees Retirement System | 0.02% | Reduce -9.0% | 92,428 | $25.7M |
| Sei Investments Co. | 0.03% | Add +9.0% | 92,279 | $25.6M |
| Rhumbline Advisers | 0.02% | Reduce -2.3% | 88,453 | $24.6M |
| Royal Bank of Canada | 0.00% | Add +102.9% | 83,359 | $23.1M |
| Natixis Advisors, LLC | 0.03% | Reduce -24.5% | 79,289 | $22.0M |
| Man Group plc | 0.04% | Reduce -16.0% | 76,238 | $21.2M |
| Millennium Management | 0.02% | Reduce -64.5% | 74,899 | $20.8M |
| Alps Advisors Inc. | 0.11% | New | 73,936 | $20.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.4% | 71,963 | $20.0M |
| Prospector Partners LLC | 2.36% | Reduce -4.5% | 69,674 | $19.3M |
| Prana Capital Management, LP | 0.62% | Add +22.8% | 66,916 | $18.6M |
| Bank of America Corp. | 0.00% | Add +11.0% | 66,052 | $18.3M |
| Legal & General Group Plc | 0.00% | Reduce -6.1% | 63,754 | $17.7M |
| Swiss National Bank | 0.01% | Add +0.8% | 63,700 | $17.7M |
| Running Oak Capital LLC | 1.92% | Add +0.2% | 61,547 | $17.1M |
| WCM Investment Management, LLC | 0.04% | Reduce -0.3% | 61,191 | $16.9M |
| Schroder Investment Management Group | 0.01% | Reduce -19.3% | 56,584 | $15.6M |
| Brandywine Global Investment Management, LLC | 0.10% | Reduce -5.4% | 53,715 | $14.9M |
| Aptus Capital Advisors, LLC | 0.13% | Add +15.1% | 51,439 | $14.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.0% | 50,916 | $14.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -31.4% | 48,726 | $13.5M |
| Bridgewater Associates | 0.05% | Add +121.0% | 48,178 | $13.4M |
| EULAV Asset Management | 0.31% | Add +6.8% | 47,400 | $13.2M |
| Alliancebernstein L.P. | 0.00% | Add +2.2% | 44,347 | $12.3M |
| Regions Financial Corp. | 0.08% | Add +0.8% | 42,842 | $11.9M |
| Los Angeles Capital Management LLC | 0.04% | Reduce -57.8% | 40,994 | $11.4M |
| Stifel Financial Corp. | 0.01% | Reduce -10.5% | 40,204 | $11.2M |
| Retirement Systems of Alabama | 0.04% | Reduce -2.5% | 39,163 | $10.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -34.7% | 37,221 | $10.3M |
| Gotham Asset Management | 0.04% | Reduce -5.9% | 36,732 | $10.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +11.0% | 36,670 | $10.2M |
| Artemis Investment Management LLP | 0.13% | Reduce -20.4% | 36,316 | $10.1M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -8.0% | 34,729 | $9.6M |
| Logan Capital Management Inc. | 0.39% | Add +5.2% | 33,064 | $9.2M |
| Parkwood LLC | 0.89% | Add +10.1% | 32,942 | $9.1M |
| Quantinno Capital Management LP | 0.02% | Add +86.7% | 32,828 | $9.1M |
| Renaissance Technologies | 0.01% | Reduce -12.1% | 32,800 | $9.1M |
| Barclays PLC | 0.00% | Add +75.8% | 32,434 | $9.0M |
| Public Sector Pension Investment Board | 0.03% | Reduce -0.8% | 32,421 | $9.0M |
| Marks Group Wealth Management, Inc | 0.83% | Reduce -3.2% | 32,185 | $8.9M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 31,241 | $8.7M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -0.5% | 31,224 | $8.7M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -47.2% | 31,213 | $8.7M |
| Callan Family Office, LLC | 0.27% | Reduce -7.9% | 30,818 | $8.6M |
| Comerica Bank | 0.03% | Add +2.5% | 30,070 | $8.3M |
| Van Eck Associates Corp. | 0.01% | Add +2.5% | 29,182 | $8.1M |
| Two Sigma Advisers, LP | 0.02% | Add +55.3% | 27,800 | $7.7M |
| Algert Global LLC | 0.13% | Add +16.8% | 27,721 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +91.3% | 27,252 | $7.6M |
| Teacher Retirement System of Texas | 0.03% | Add +0.2% | 27,209 | $7.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.8% | 25,668 | $7.1M |
| Bank of Montreal | 0.00% | Add +1.2% | 24,391 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -3.9% | 24,267 | $6.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.9% | 22,834 | $6.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +3.8% | 22,688 | $6.3M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Add +417.1% | 22,251 | $6.2M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -21.9% | 21,990 | $6.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -6.3% | 21,408 | $5.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 20,104 | $5.6M |
| Citadel Advisors | 0.00% | Add +78.0% | 19,947 | $5.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -1.1% | 19,746 | $5.5M |
| Franklin Resources Inc. | 0.00% | Add +2.5% | 19,581 | $5.4M |
| Holocene Advisors, LP | 0.01% | Add +26.1% | 19,286 | $5.4M |
| Vest Financial, LLC | 0.07% | Add +22.9% | 18,640 | $5.2M |
| JLB & Associates Inc. | 0.68% | Add +0.9% | 18,628 | $5.2M |
| HRT Financial LP | 0.02% | Add +0.0% | 18,378 | $5.1M |
| Sovereign's Capital Management, LLC | 2.73% | Reduce -0.5% | 18,115 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +0.4% | 17,951 | $5.0M |
| Amundi | 0.00% | Add +117.5% | 17,904 | $5.0M |
| New York State Common Retirement Fund | 0.01% | No change | 17,877 | $5.0M |
| Prescott Group Capital Management, L.L.C. | 0.52% | No change | 17,743 | $4.9M |
| &partners | 0.03% | Add +3.5% | 17,345 | $4.8M |
| Ritholtz Wealth Management | 0.09% | Add +255.5% | 17,228 | $4.8M |
| Capital Fund Management S.A. | 0.05% | Reduce -3.0% | 17,082 | $4.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.9% | 16,659 | $4.6M |
| NewEdge Wealth, LLC | 0.07% | Add +0.3% | 17,941 | $4.6M |
| Zacks Investment Management | 0.03% | Add +0.2% | 15,490 | $4.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +18.5% | 15,379 | $4.3M |
| HSBC Holdings PLC | 0.00% | Add +874.8% | 14,983 | $4.1M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 14,826 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.3% | 14,825 | $4.1M |
| Amalgamated Bank | 0.03% | Reduce -1.6% | 14,781 | $4.1M |
| Brant Point Investment Management LLC | 0.90% | Add +57.0% | 14,677 | $4.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 14,180 | $3.9M |
| Janus Henderson Group PLC | 0.00% | No change | 14,029 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -38.2% | 13,807 | $3.8M |
| Illinois Municipal Retirement Fund | 0.05% | Add +0.1% | 13,177 | $3.7M |
| Blair William & Co. | 0.01% | Add +3.6% | 12,296 | $3.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +31.6% | 12,287 | $3.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.4% | 12,030 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 11,804 | $3.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +115.1% | 11,774 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 11,220 | $3.1M |
| SVB Wealth LLC | 0.16% | Reduce -19.2% | 10,635 | $3.0M |
| Intech Investment Management LLC | 0.03% | Reduce -20.8% | 10,541 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -8.3% | 10,512 | $2.9M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 10,460 | $2.9M |
| Mirabella Financial Services LLP | 0.25% | Add +226.2% | 10,407 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.6% | 10,300 | $2.9M |
| Citigroup Inc. | 0.00% | Add +1.6% | 10,239 | $2.8M |
| Voya Investment Management LLC | 0.00% | Reduce -11.3% | 9,984 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -38.6% | 9,937 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -22.9% | 9,749 | $2.7M |
| Arizona State Retirement System | 0.01% | Add +0.7% | 9,724 | $2.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.4% | 9,445 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.7% | 9,403 | $2.6M |
| Corient Private Wealth LP | 0.00% | Add +11.8% | 9,355 | $2.6M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.2% | 9,000 | $2.5M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -34.5% | 8,991 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.0% | 8,907 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.1% | 8,900 | $2.5M |
| Creative Planning | 0.00% | Add +49.7% | 8,626 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | No change | 8,537 | $2.4M |
| Allen Investment Management, LLC | 0.03% | Reduce -18.1% | 8,513 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.5% | 8,313 | $2.3M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -67.3% | 8,037 | $2.2M |
| State of Michigan Retirement System | 0.01% | Reduce -2.5% | 7,719 | $2.1M |
| World Investment Advisors | 0.04% | Add +2.2% | 7,682 | $2.1M |
| Moran Wealth Management, LLC | 0.06% | New | 7,641 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.8% | 7,442 | $2.1M |
| Ellsworth Advisors, LLC | 0.44% | New | 7,707 | $2.1M |
| QSV Equity Investors LLC | 2.11% | Reduce -1.6% | 7,426 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -13.7% | 7,222 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.6% | 7,220 | $2.0M |
| Lanark Financial, Inc. | 0.15% | Add +2.4% | 7,186 | $2.0M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -14.3% | 7,175 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +76.6% | 7,149 | $2.0M |
| New Age Alpha Advisors, LLC | 0.08% | Reduce -2.9% | 6,955 | $1.9M |
| SkyView Investment Advisors, LLC | 0.24% | Add +2.0% | 6,896 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 6,800 | $1.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -37.6% | 6,724 | $1.9M |
| TD Asset Management Inc | 0.00% | Add +9.2% | 6,662 | $1.8M |
| Cwm, LLC | 0.01% | Add +101.4% | 6,588 | $1.8M |
| James Investment Research, Inc. | 0.20% | Reduce -2.4% | 6,561 | $1.8M |
| Mariner, LLC | 0.00% | Add +112.8% | 6,485 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -3.0% | 6,478 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.0% | 6,274 | $1.7M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -11.7% | 6,197 | $1.7M |
| Townsquare Capital LLC | 0.26% | Add +2.4% | 6,140 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +4.9% | 6,126 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.8% | 6,072 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -16.2% | 6,028 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.13% | Reduce -71.3% | 5,968 | $1.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -3.0% | 5,927 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -11.5% | 5,842 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.7% | 5,786 | $1.6M |
| Boston Partners | 0.00% | Add +100.3% | 5,677 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +30.5% | 5,625 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.1% | 5,590 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | New | 5,570 | $1.5M |
| Tidal Investments LLC | 0.01% | Add +1.2% | 5,540 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.8% | 5,329 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +578.6% | 5,320 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.41% | New | 5,150 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.1% | 5,040 | $1.4M |
| NJ State Employees Deferred Compensation Plan | 0.15% | No change | 5,000 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -52.1% | 4,917 | $1.4M |
| Caprock Group, LLC | 0.03% | — | 4,987 | $1.3M |
| Dixon Fnancial Services, Inc. | 0.61% | No change | 4,857 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +38.5% | 4,853 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.2% | 4,842 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +15.9% | 4,791 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +190.7% | 4,718 | $1.3M |
| Oak Thistle LLC | 0.20% | New | 4,702 | $1.3M |
| Ausbil Investment Management Ltd | 0.69% | Reduce -12.1% | 4,682 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | No change | 4,588 | $1.3M |
| Engineers Gate Manager LP | 0.01% | Reduce -72.9% | 4,553 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -6.1% | 4,507 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.0% | 4,503 | $1.2M |
| Granite Investment Partners, LLC | 0.07% | Reduce -50.4% | 4,501 | $1.2M |
| Vise Technologies, Inc. | 0.05% | Reduce -15.2% | 4,481 | $1.2M |
| Quantum Private Wealth, LLC | 0.36% | No change | 4,470 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -4.1% | 4,467 | $1.2M |
| Impact Capital Partners LLC | 0.37% | Reduce -2.2% | 4,442 | $1.2M |
| Redwood Investment Management, LLC | 0.13% | Reduce -14.1% | 4,322 | $1.2M |
| Trexquant Investment LP | 0.01% | Reduce -84.3% | 4,308 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -15.1% | 4,087 | $1.1M |
| ELCO Management Co., LLC | 0.58% | No change | 4,000 | $1.1M |
| Sendero Wealth Management, LLC | 0.13% | Add +39.2% | 3,997 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -32.5% | 3,956 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +30.1% | 3,947 | $1.1M |
| Vestcor Inc | 0.03% | Reduce -25.6% | 3,867 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.0% | 3,865 | $1.1M |
| Dana Investment Advisors, Inc. | 0.03% | Add +3.9% | 3,723 | $1.0M |
| Xponance LLC | 0.01% | Reduce -2.2% | 3,683 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 3,670 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | Add +0.1% | 3,654 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -67.6% | 3,555 | $987K |
| New York Life Investment Management LLC | 0.01% | Reduce -3.1% | 3,349 | $930K |
| Deutsche Bank AG | 0.00% | Reduce -20.5% | 3,305 | $917K |
| Apollon Wealth Management, LLC | 0.02% | Add +7.0% | 3,282 | $911K |
| Connable Office Inc. | 0.08% | No change | 3,212 | $892K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -6.0% | 3,196 | $887K |
| MGB Wealth Management, LLC | 0.25% | No change | 3,142 | $871K |
| Curated Wealth Partners LLC | 0.10% | No change | 3,039 | $844K |
| Erste Asset Management GmbH | 0.01% | Reduce -14.3% | 3,000 | $829K |
| Cynosure Group, LLC | 0.09% | Reduce -0.0% | 2,982 | $828K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -0.3% | 2,978 | $827K |
| Ethic Inc. | 0.01% | Reduce -6.0% | 2,928 | $813K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.7% | 2,893 | $803K |
| Osaic Holdings, Inc. | 0.00% | Add +7.5% | 2,864 | $791K |
| Quadrant Capital Group LLC | 0.03% | Add +12.4% | 2,829 | $785K |
| D.A. Davidson & Co. | 0.01% | Add +0.7% | 2,786 | $773K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.5% | 2,762 | $767K |
| Cibc World Market Inc. | 0.00% | Add +0.4% | 2,745 | $762K |
| National Bank of Canada | 0.00% | Add +6697.5% | 2,719 | $755K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.4% | 2,620 | $727K |
| Freestone Grove Partners LP | 0.01% | Reduce -4.7% | 2,618 | $727K |
| Aquatic Capital Management LLC | 0.01% | Reduce -74.5% | 2,609 | $724K |
| Jump Financial, LLC | 0.01% | Reduce -78.9% | 2,590 | $719K |
| M&T Bank Corp | 0.00% | Reduce -9.8% | 2,559 | $710K |
| EntryPoint Capital, LLC | 0.27% | Add +8.4% | 2,531 | $703K |
| SG Americas Securities, LLC | 0.00% | Add +61.8% | 2,462 | $683K |
| HB Wealth Management, LLC | 0.00% | Add +72.8% | 2,434 | $676K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.0% | 2,423 | $673K |
| Mgo One Seven LLC | 0.02% | Add +0.4% | 2,414 | $670K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1529.3% | 2,395 | $665K |
| BTC Capital Management, Inc. | 0.05% | Add +9.2% | 2,359 | $655K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -72.1% | 2,334 | $648K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.6% | 2,300 | $638K |
| Arax Advisory Partners | 0.01% | Add +975.1% | 2,290 | $636K |
| Baker Ellis Asset Management LLC | 0.08% | New | 2,281 | $633K |
| Mutual Advisors, LLC | 0.01% | Add +8.6% | 2,380 | $630K |
| Panagora Asset Management Inc. | 0.00% | Add +1.3% | 2,261 | $628K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.2% | 2,220 | $616K |
| Meritage Portfolio Management | 0.04% | Reduce -31.3% | 2,201 | $611K |
| Brown Advisory Inc. | 0.00% | Reduce -6.5% | 2,126 | $590K |
| Assetmark, Inc. | 0.00% | Add +11.5% | 2,123 | $589K |
| Captrust Financial Advisors | 0.00% | Add +48.9% | 2,102 | $583K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.2% | 2,038 | $566K |
| Sylvest Advisors, LLC | 0.30% | No change | 2,000 | $555K |
| State of Wyoming | 0.06% | Add +1.0% | 1,974 | $548K |
| Aviva PLC | 0.00% | Add +5.0% | 1,973 | $548K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,960 | $539K |
| Argent Trust Co | 0.02% | Reduce -18.8% | 1,913 | $531K |
| Intrust Bank NA | 0.04% | No change | 1,899 | $527K |
| Jones Financial Companies LLLP | 0.00% | Add +7.5% | 1,848 | $513K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.3% | 1,753 | $487K |
| Jane Street Group, LLC | 0.00% | Reduce -92.0% | 1,754 | $487K |
| Utah Retirement Systems | 0.00% | No change | 1,743 | $484K |
| DRW Securities, LLC | 0.02% | New | 1,724 | $480K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 1,714 | $476K |
| Farther Finance Advisors, LLC | 0.01% | Add +11.8% | 1,712 | $475K |
| Advisory Alpha, LLC | 0.01% | Add +0.4% | 1,662 | $463K |
| Cetera Investment Advisers | 0.00% | Reduce -81.9% | 1,616 | $449K |
| Squarepoint Ops LLC | 0.00% | Reduce -82.8% | 1,615 | $448K |
| Radnor Capital Management, LLC | 0.07% | No change | 1,600 | $444K |
| Becker Capital Management Inc. | 0.01% | Reduce -26.6% | 1,590 | $441K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,574 | $437K |
| Bridges Investment Management Inc. | 0.01% | No change | 1,571 | $436K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.5% | 1,542 | $428K |
| Swiss Life Asset Management Ltd | 0.00% | Add +78.8% | 1,529 | $424K |
| Vident Advisory, LLC | 0.00% | Reduce -14.1% | 1,526 | $424K |
| PFW Advisors LLC | 0.12% | No change | 1,521 | $422K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 1,517 | $421K |
| Benjamin Edwards Inc. | 0.00% | Add +41.0% | 1,459 | $405K |
| Flputnam Investment Management Co. | 0.01% | Reduce -19.1% | 1,440 | $400K |
| QRG Capital Management, Inc. | 0.00% | New | 1,420 | $394K |
| GAMMA Investing LLC | 0.02% | Add +8.5% | 1,385 | $384K |
| Fifth Third Bancorp | 0.00% | Reduce -14.3% | 1,380 | $383K |
| ProShare Advisors LLC | 0.00% | Reduce -5.4% | 1,378 | $383K |
| Riverwater Partners LLC | 0.16% | Add +34.8% | 1,353 | $376K |
| PharVision Advisers, LLC | 0.21% | Add +36.3% | 1,338 | $371K |
| Two Sigma Securities, LLC | 0.05% | New | 1,336 | $371K |
| Seeds Investor LLC | 0.08% | Reduce -8.5% | 1,332 | $370K |
| Petros Family Wealth, LLC | 0.31% | Reduce -8.9% | 1,329 | $369K |
| Commerce Bank | 0.00% | Add +2.1% | 1,326 | $368K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,272 | $353K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -3.2% | 1,257 | $349K |
| iSAM Funds (UK) Ltd | 0.07% | New | 1,252 | $348K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -14.6% | 1,239 | $344K |
| Shelton Capital Management | 0.01% | No change | 1,198 | $333K |
| Wbi Investments, LLC | 0.08% | Reduce -84.2% | 1,193 | $331K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 1,178 | $327K |
| Inspire Advisors, LLC | 0.03% | Reduce -24.8% | 1,175 | $326K |
| Fiduciary Financial Group, LLC | 0.05% | New | 1,170 | $325K |
| Evergreen Capital Management LLC | 0.01% | New | 1,167 | $324K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,161 | $322K |
| IFP Advisors, Inc | 0.01% | Reduce -11.9% | 1,131 | $314K |
| CIBC Asset Management Inc | 0.00% | No change | 1,129 | $313K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -19.5% | 1,112 | $309K |
| Stephens Inc. | 0.00% | New | 1,095 | $304K |
| Shell Asset Management Co. | 0.03% | Reduce -56.9% | 1,085 | $301K |
| Brookstone Capital Management | 0.00% | No change | 1,084 | $301K |
| NDVR, Inc. | 0.25% | Reduce -2.1% | 1,075 | $298K |
| Wealth Alliance, LLC | 0.03% | Reduce -0.6% | 1,075 | $298K |
| Focus Partners Wealth | 0.00% | Reduce -9.9% | 1,065 | $296K |
| IFC Advisors LLC | 0.05% | Add +0.7% | 1,060 | $294K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -0.7% | 1,058 | $294K |
| Mayfair Advisory Group, LLC | 0.13% | No change | 1,058 | $294K |
| MML Investors Services, LLC | 0.00% | Reduce -70.1% | 1,037 | $288K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,032 | $287K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | No change | 1,025 | $285K |
| Institute for Wealth Management, LLC. | 0.03% | Add +9.2% | 1,007 | $280K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 1,005 | $279K |
| Pallas Capital Advisors LLC | 0.01% | New | 997 | $277K |
| Snowden Capital Advisors LLC | 0.01% | New | 984 | $273K |
| Klingman & Associates, LLC | 0.01% | Reduce -27.1% | 964 | $268K |
| Pitcairn Co. | 0.02% | Reduce -6.2% | 944 | $262K |
| Blue Square Asset Management, LLC | 0.11% | No change | 913 | $253K |
| Aaron Wealth Advisors LLC | 0.02% | New | 913 | $253K |
| Fullcircle Wealth LLC | 0.09% | Add +4.2% | 970 | $253K |
| Ballentine Partners, LLC | 0.00% | Reduce -1.4% | 902 | $250K |
| Verition Fund Management LLC | 0.00% | Reduce -65.3% | 899 | $250K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +1.6% | 898 | $249K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -23.9% | 890 | $247K |
| KBC Group NV | 0.00% | No change | 886 | $246K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.6% | 870 | $241K |
| HBW Advisory Services LLC | 0.03% | No change | 866 | $240K |
| United Community Bank | 0.07% | Add +20.1% | 859 | $238K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -3.9% | 858 | $238K |
| Full Sail Capital, LLC | 0.01% | Add +3.5% | 849 | $236K |
| Ascent Group, LLC | 0.01% | Add +6.5% | 836 | $232K |
| 1832 Asset Management L.P. | 0.00% | No change | 836 | $232K |
| denkapparat Operations GmbH | 0.15% | No change | 832 | $231K |
| Citizens Financial Group Inc. | 0.00% | Add +12.3% | 830 | $230K |
| AE Wealth Management LLC | 0.00% | Add +1.1% | 811 | $225K |
| Brighton Jones LLC | 0.01% | New | 799 | $222K |
| Aigen Investment Management, LP | 0.03% | New | 798 | $222K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -0.5% | 795 | $221K |
| Merit Financial Group, LLC | 0.00% | New | 794 | $220K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 793 | $220K |
| Gator Capital Management, LLC | 0.06% | No change | 790 | $219K |
| STRS Ohio | 0.00% | Reduce -88.0% | 788 | $219K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.7% | 787 | $218K |
| SlateStone Wealth, LLC | 0.02% | Add +0.3% | 784 | $217K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 770 | $214K |
| Forthright Family Wealth Advisory LLC | 0.13% | No change | 763 | $212K |
| Profund Advisors LLC | 0.01% | Reduce -0.7% | 757 | $210K |
| Crestwood Advisors Group, LLC | 0.00% | New | 757 | $210K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -8.4% | 754 | $209K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -4.9% | 753 | $209K |
| Lido Advisors, LLC | 0.00% | Reduce -6.2% | 746 | $207K |
| US Bancorp \de | 0.00% | Add +15.1% | 741 | $206K |
| X-Square Capital, LLC | 0.06% | No change | 735 | $204K |
| Polymer Capital Management (HK) LTD | 0.03% | New | 728 | $202K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 722 | $200K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.8% | 710 | $196K |
| Brown Brothers Harriman & Co. | 0.00% | Add +291.6% | 603 | $167K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +92.9% | 598 | $166K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -39.3% | 598 | $166K |
| Blue Trust, Inc. | 0.00% | Add +0.9% | 587 | $163K |
| Quarry LP | 0.04% | Add +74.1% | 564 | $157K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.6% | 552 | $153K |
| TD Private Client Wealth LLC | 0.00% | Add +19.2% | 516 | $143K |
| Advisory Services Network, LLC | 0.00% | New | 500 | $139K |
| Signaturefd, LLC | 0.00% | Reduce -2.4% | 490 | $136K |
| Allworth Financial LP | 0.00% | Add +46.0% | 460 | $128K |
| Huntington National Bank | 0.00% | Reduce -25.9% | 459 | $127K |
| UMB Bank, n.a. | 0.00% | Add +3.5% | 444 | $123K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 435 | $121K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -46.1% | 429 | $119K |
| Covestor Ltd | 0.06% | Add +78.7% | 420 | $117K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 377 | $105K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.6% | 374 | $104K |
| Whittier Trust Co. | 0.00% | New | 341 | $95K |
| Essential Partners LLC | 0.03% | Add +80.1% | 326 | $90K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -1.5% | 325 | $90K |
| McIlrath & Eck, LLC | 0.01% | New | 317 | $88K |
| Rothschild Investment LLC | 0.01% | New | 317 | $88K |
| Steph & Co. | 0.03% | Add +8.6% | 302 | $84K |
| City State Bank | 0.02% | No change | 294 | $82K |
| Clearstead Advisors, LLC | 0.00% | Add +52.7% | 284 | $79K |
| HM Payson & Co. | 0.00% | No change | 277 | $77K |
| Larson Financial Group LLC | 0.00% | Add +154.8% | 265 | $74K |
| Parallel Advisors, LLC | 0.00% | Add +14.0% | 261 | $72K |
| Bessemer Group Inc. | 0.00% | Add +13.5% | 260 | $72K |
| Hemington Wealth Management | 0.01% | Add +3.3% | 222 | $61K |
| Hantz Financial Services, Inc. | 0.00% | Add +620.0% | 216 | $60K |
| CI Investments Inc. | 0.00% | Reduce -31.4% | 205 | $57K |
| Principal Securities, Inc. | 0.00% | Add +11.5% | 204 | $57K |
| Bokf, NA | 0.00% | No change | 200 | $56K |
| Global Retirement Partners, LLC | 0.00% | No change | 192 | $53K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 190 | $53K |
| AdvisorNet Financial, Inc | 0.00% | Add +24.3% | 184 | $51K |
| MAI Capital Management | 0.00% | Reduce -18.9% | 184 | $51K |
| Versant Capital Management, Inc | 0.01% | No change | 137 | $38K |
| Rockefeller Capital Management L.P. | 0.00% | New | 124 | $35K |
| Quent Capital, LLC | 0.00% | New | 119 | $33K |
| Hilltop National Bank | 0.01% | No change | 113 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Add +186.5% | 106 | $29K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 103 | $29K |
| Root Financial Partners, LLC | 0.00% | New | 99 | $27K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -23.3% | 92 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +5.0% | 84 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 84 | $23K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 81 | $22K |
| Wealthspire Advisors, LLC | 0.00% | New | 81 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 70 | $19K |
| Centerpoint Advisors, LLC | 0.01% | No change | 67 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 68 | $19K |
| Optiver Holding B.V. | 0.00% | Reduce -27.3% | 64 | $18K |
| Rise Advisors, LLC | 0.01% | Add +3.2% | 64 | $18K |
| Dogwood Wealth Management LLC | 0.01% | Add +24.4% | 56 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 50 | $14K |
| Golden State Wealth Management, LLC | 0.00% | No change | 46 | $13K |
| Private Trust Co. NA | 0.00% | No change | 43 | $12K |
| LRI Investments, LLC | 0.00% | No change | 39 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 38 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 37 | $10K |
| Clearstead Trust, LLC | 0.00% | Add +414.3% | 36 | $10K |
| True Wealth Design, LLC | 0.00% | Add +775.0% | 35 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 34 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 30 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Add +460.0% | 28 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +16500.0% | 332 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 23 | $6K |
| Evergreen Private Wealth LLC | 0.00% | No change | 21 | $6K |
| TD Capital Management LLC | 0.00% | No change | 16 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 16 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 14 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +40.0% | 14 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 13 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +33.3% | 12 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 9 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 9 | $2K |
| Rossby Financial, LCC | 0.00% | New | 9 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $2K |
| First Pacific Financial | 0.00% | No change | 7 | $2K |
| First Horizon Corp. | 0.00% | — | 7 | $2K |
| S&T Bank | 0.00% | Reduce -50.0% | 6 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Add +20.0% | 6 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 6 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 5 | $1K |
| Sachetta, LLC | 0.00% | No change | 5 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -20.0% | 4 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 4 | $1K |
| Manchester Capital Management LLC | 0.00% | Reduce -99.5% | 4 | $1K |
| IMG Wealth Management, Inc. | 0.00% | New | 4 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 4 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 5 | $1K |
| Avion Wealth | 0.00% | Add +40.0% | 7 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -95.1% | 3 | $833 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $833 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $833 |
| Creative Financial Designs Inc. | 0.00% | No change | 3 | $833 |
| Sunbelt Securities, Inc. | 0.00% | New | 3 | $833 |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $833 |
| Financial Consulate, Inc. | 0.00% | New | 2 | $556 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $510 |
| Salomon & Ludwin, LLC | 0.00% | New | 1 | $279 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -50.0% | 1 | $278 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $278 |
| Wealth Watch Advisors, INC | 0.00% | New | 1 | $278 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $278 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $278 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $278 |
| DecisionPoint Financial, LLC | 0.00% | No change | 1 | $277 |
"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.