Primoris ServicesPRIM

13F holders, Q3 2024 (September 30)
303holders +8
40new positions
33sold out
8famous investors
$58.32avg. 13F price*

At the end of Q3 2024, 303 institutions reported holding Primoris Services Corp. (PRIM) in their 13F filings, up 8 from Q2 2024. 40 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($357.9M), BlackRock, Inc. ($324.7M) and Dimensional Fund Advisors LP ($196.0M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Primoris Services Corp.
CUSIP
74164F103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 240Q1 2024Q2 2024: 295Q2 2024Q3 2024: 303Q3 2024Q4 2024: 358Q4 2024Q1 2025: 370Q1 2025Q2 2025: 387Q2 2025Q3 2025: 450Q3 2025Q4 2025: 484Q4 2025Q1 2026: 512Q1 2026Q2 2026: 449Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions40$58.5M
Exits33$26.7M

All 13F filers, Q2 2024 → Q3 2024: 4,270,402 shares bought and 4,972,562 shares sold, net −702,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 303 holders

Vanguard Group Inc. 0.01% Add +10.3% 6,162,659 $357.9M
BlackRock, Inc. 0.01% — 5,591,356 $324.7M
Dimensional Fund Advisors LP 0.05% Reduce -5.8% 3,374,909 $196.0M
Franklin Resources Inc. 0.04% Reduce -19.6% 2,159,851 $132.4M
Invesco Ltd. 0.02% Reduce -2.4% 1,565,334 $90.9M
Van Berkom & Associates Inc. 2.22% Add +0.8% 1,393,936 $81.0M
State Street Corp. 0.00% Reduce -0.1% 1,276,297 $74.2M
Geode Capital Management, LLC 0.01% Add +1.3% 1,218,911 $70.8M
First Trust Advisors LP 0.05% Add +9.0% 983,697 $57.1M
Morgan Stanley 0.00% Reduce -5.7% 870,436 $50.6M
Summit Partners Public Asset Management, LLC 2.20% Add +80.6% 839,853 $48.8M
GW&K Investment Management, LLC 0.41% Reduce -4.3% 830,085 $48.2M
Fuller & Thaler Asset Management, Inc. 0.18% Reduce -8.2% 804,056 $46.7M
Yaupon Capital Management LP 2.73% Add +28.4% 699,817 $40.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +2.3% 695,935 $40.4M
Verition Fund Management LLC 0.30% Reduce -18.2% 680,824 $39.5M
Millennium Management 0.03% Reduce -32.1% 645,660 $37.5M
Schroder Investment Management Group 0.04% Add +0.1% 615,071 $35.7M
Charles Schwab Investment Management Inc. 0.01% Add +17.7% 607,010 $35.3M
Nuveen Asset Management, LLC 0.01% Reduce -13.8% 586,697 $34.1M
Bruni J V & Co. 3.73% Reduce -1.1% 575,914 $33.4M
Northern Trust Corp. 0.00% Add +5.6% 493,141 $28.6M
Boston Partners 0.03% Reduce -4.5% 475,293 $28.2M
Value Holdings Management Co. LLC 4.69% No change 461,675 $26.8M
Goldman Sachs Group Inc. 0.00% Reduce -5.3% 416,406 $24.2M
JPMorgan Chase & Co. 0.00% Reduce -15.7% 391,307 $22.7M
ACK Asset Management LLC 2.80% New 390,000 $22.7M
Bank of America Corp. 0.00% Add +3.2% 382,846 $22.2M
UBS Group AG 0.01% Add +5.9% 367,069 $21.3M
Balyasny Asset Management L.P. 0.06% Add +331.9% 363,672 $21.1M
LSV Asset Management 0.04% Reduce -11.5% 358,639 $20.8M
Clearbridge Investments, LLC 0.02% Reduce -0.8% 334,537 $19.4M
Qube Research & Technologies Ltd 0.04% Add +7.2% 333,777 $19.4M
American Century Companies Inc. 0.01% Add +155.2% 330,468 $19.2M
Bayberry Capital Partners LP 6.19% Reduce -6.0% 316,000 $18.4M
Marshall Wace, LLP 0.02% Reduce -44.7% 311,177 $18.1M
Wells Fargo & Company 0.00% Reduce -3.2% 298,672 $17.3M
Bank of New York Mellon Corp 0.00% Reduce -12.4% 298,479 $17.3M
Victory Capital Management Inc. 0.02% Reduce -21.2% 288,876 $16.8M
Ameriprise Financial Inc. 0.00% Add +4.8% 282,750 $16.4M
Phocas Financial Corp. 1.84% Reduce -5.9% 281,055 $16.3M
Eagle Asset Management Inc. 0.08% Add +2.3% 196,977 $16.1M
12th Street Asset Management Company, LLC 2.69% Add +0.3% 274,410 $15.9M
Lord, Abbett & Co. LLC 0.05% Reduce -0.3% 266,805 $15.5M
Royce & Associates LP 0.14% Reduce -11.5% 266,338 $15.5M
Point72 Asset Management 0.05% Add +12.6% 261,800 $15.2M
State of Wisconsin Investment Board 0.04% Add +10.6% 255,578 $14.8M
BNP Paribas Financial Markets 0.01% Add +549.4% 246,949 $14.3M
Intrinsic Edge Capital Management LLC 1.63% Reduce -4.4% 226,262 $13.1M
Encompass Capital Advisors LLC 0.64% New 224,729 $13.1M
Trexquant Investment LP 0.16% Add +121.4% 220,235 $12.8M
Dana Investment Advisors, Inc. 0.41% Reduce -15.3% 210,679 $12.2M
Oberweis Asset Management Inc./ 0.62% No change 209,900 $12.2M
Norges Bank 0.00% Reduce -31.7% 207,414 $12.0M
Diameter Capital Partners LP 3.77% Reduce -69.8% 200,000 $11.6M
Heartland Advisors Inc. 0.61% No change 200,000 $11.6M
Algert Global LLC 0.30% Add +10.6% 189,685 $11.0M
Wellington Management Group LLP 0.00% Reduce -59.5% 179,130 $10.4M
Decade Renewable Partners LP 5.21% Reduce -11.0% 170,911 $9.9M
Nishkama Capital, LLC 1.50% Reduce -30.3% 167,226 $9.7M
Portolan Capital Management, LLC 0.69% Add +28.9% 163,090 $9.5M
Cubist Systematic Strategies, LLC 0.14% Reduce -21.0% 162,739 $9.5M
Keeley-Teton Advisors, LLC 1.04% Reduce -3.5% 162,736 $9.5M
Essex Investment Management Co. LLC 1.51% Reduce -3.5% 149,043 $8.7M
Arosa Capital Management LP 5.87% No change 142,600 $8.3M
Tudor Investment Corporation 0.09% Add +288.6% 141,882 $8.2M
Deutsche Bank AG 0.00% Add +387.7% 125,906 $7.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.6% 120,240 $7.0M
Nicholas Investment Partners, LP 0.69% Add +5.0% 115,575 $6.7M
Barclays PLC 0.00% Add +245.8% 114,116 $6.6M
Grandeur Peak Global Advisors, LLC 0.54% Add +19.8% 111,492 $6.5M
Federated Hermes, Inc. 0.01% Add +326.6% 109,334 $6.4M
Appian Way Asset Management LP 1.40% Add +49.1% 107,431 $6.2M
Swiss National Bank 0.00% No change 105,100 $6.1M
Susquehanna International Group, LLP 0.01% Reduce -43.2% 104,563 $6.1M
Renaissance Technologies 0.01% Reduce -20.2% 101,791 $5.9M
Mercer Global Advisors Inc. 0.01% Add +2.3% 99,666 $5.7M
Jacobs Levy Equity Management, Inc. 0.02% Add +2.4% 97,825 $5.7M
Global IMC LLC 1.13% Reduce -13.4% 96,638 $5.6M
Janus Henderson Group PLC 0.00% Add +29.9% 91,932 $5.3M
Advisors Asset Management, Inc. 0.10% Add +2.8% 91,162 $5.3M
D. E. Shaw & Co. 0.01% Reduce -38.9% 89,915 $5.2M
A. D. Beadell Investment Counsel, Inc. 4.12% Reduce -20.9% 88,830 $5.2M
Peregrine Asset Advisers, Inc. 1.76% New 87,927 $5.1M
NEOS Investment Management LLC 0.15% Add +57.9% 84,879 $4.9M
Rhumbline Advisers 0.00% Reduce -4.0% 82,449 $4.8M
Twinbeech Capital LP 0.09% Add +4.2% 79,782 $4.6M
Foundry Partners, LLC 0.22% Reduce -22.7% 76,358 $4.4M
QRG Capital Management, Inc. 0.05% Add +4.2% 76,356 $4.4M
Citigroup Inc. 0.00% Add +268.8% 76,058 $4.4M
Squarepoint Ops LLC 0.01% Add +83.2% 75,249 $4.4M
T. Rowe Price Associates Inc. 0.00% Add +5.5% 75,053 $4.4M
FIL Ltd 0.00% Reduce -9.4% 72,500 $4.2M
New York State Common Retirement Fund 0.01% Reduce -6.8% 70,894 $4.1M
1492 Capital Management LLC 1.85% Add +0.6% 63,483 $3.7M
Raymond James & Associates 0.00% Reduce -1.1% 63,256 $3.7M
Tieton Capital Management, LLC 1.83% Reduce -53.3% 60,980 $3.5M
Legal & General Group Plc 0.00% Add +5.2% 60,790 $3.5M
Russell Investments Group, Ltd. 0.01% Add +8.5% 60,260 $3.5M
Ausbil Investment Management Ltd 1.17% Add +31.8% 58,223 $3.4M
Alberta Investment Management Corp 0.03% Add +251.5% 57,890 $3.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 57,500 $3.3M
Holocene Advisors, LP 0.01% New 56,647 $3.3M
Jane Street Group, LLC 0.01% Reduce -60.1% 55,893 $3.2M
Alliancebernstein L.P. 0.00% Add +0.1% 55,371 $3.2M
Hantz Financial Services, Inc. 0.05% Reduce -12.1% 51,977 $3.0M
California State Teachers Retirement System 0.00% Reduce -2.8% 50,728 $2.9M
Principal Financial Group Inc. 0.00% Add +45.0% 50,620 $2.9M
Hilton Capital Management, LLC 0.22% Reduce -12.6% 48,396 $2.8M
Arrowstreet Capital, Limited Partnership 0.00% Add +58.5% 47,919 $2.8M
AQR Capital Management 0.00% Reduce -21.1% 47,615 $2.8M
Freedom Day Solutions, LLC 0.86% No change 47,540 $2.8M
Engineers Gate Manager LP 0.05% Add +7.0% 46,652 $2.7M
Tidal Investments LLC 0.03% Reduce -26.0% 46,349 $2.7M
Graham Capital Management, L.P. 0.14% Add +115.7% 44,177 $2.6M
Public Employees Retirement System of Ohio 0.01% No change 44,000 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.8% 42,174 $2.4M
Informed Momentum Co LLC 0.37% Reduce -48.4% 42,114 $2.4M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.17% Add +62.5% 39,000 $2.3M
Tabor Asset Management, LP 1.07% Reduce -14.8% 38,448 $2.2M
HRT Financial LP 0.01% Reduce -26.5% 38,404 $2.2M
PDT Partners, LLC 0.20% Add +0.0% 38,192 $2.2M
Jump Financial, LLC 0.05% Reduce -36.5% 37,100 $2.2M
Dark Forest Capital Management LP 0.27% Add +3.7% 35,972 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +4.7% 35,863 $2.1M
Macquarie Group Ltd. 0.00% No change 34,400 $2.0M
Redhawk Wealth Advisors, Inc. 0.28% Add +8.2% 34,249 $2.0M
Walleye Capital LLC 0.02% Reduce -14.0% 33,706 $2.0M
Teacher Retirement System of Texas 0.01% Reduce -42.1% 32,761 $1.9M
Royal Bank of Canada 0.00% Reduce -19.1% 32,696 $1.9M
Cinctive Capital Management LP 0.10% Add +69.8% 31,322 $1.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +150.9% 31,293 $1.8M
MetLife Investment Management, LLC 0.01% No change 30,859 $1.8M
Oliver Luxxe Assets LLC 0.32% Add +112.2% 30,662 $1.8M
Two Sigma Investments, LP 0.00% Reduce -70.5% 30,339 $1.8M
Sei Investments Co. 0.00% Reduce -6.2% 30,130 $1.7M
MBB Public Markets I LLC 0.14% Reduce -33.0% 28,803 $1.7M
Corebridge Financial, Inc. 0.01% Reduce -0.6% 28,581 $1.7M
Jackson Creek Investment Advisors LLC 0.47% New 27,625 $1.6M
HSBC Holdings PLC 0.00% Add +155.8% 26,292 $1.5M
Envestnet Asset Management Inc. 0.00% Add +12.8% 25,353 $1.5M
DRW Securities, LLC 0.08% Reduce -17.1% 25,000 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Add +133.8% 24,805 $1.4M
Nebula Research & Development LLC 0.17% Add +96.2% 24,256 $1.4M
Nkcfo LLC 0.64% Add +2.8% 23,095 $1.3M
Chartwell Investment Partners, LLC 0.05% New 22,827 $1.3M
Citadel Advisors 0.00% Reduce -94.2% 22,116 $1.3M
Virtus Investment Advisers, LLC 1.02% No change 21,682 $1.3M
LPL Financial LLC 0.00% Reduce -5.3% 21,608 $1.3M
Hussman Strategic Advisors, Inc. 0.30% Reduce -50.0% 21,000 $1.2M
Ifrah Financial Services, Inc. 0.31% Reduce -1.5% 19,993 $1.2M
Thompson Davis & Co., Inc. 0.86% Reduce -0.8% 19,975 $1.2M
Quantedge Capital Pte Ltd 0.34% New 19,700 $1.1M
Fox Run Management, L.L.C. 0.25% New 19,430 $1.1M
Prudential Financial Inc. 0.00% Add +266.3% 19,286 $1.1M
SG Americas Securities, LLC 0.00% Reduce -80.4% 18,865 $1.1M
STRS Ohio 0.00% Reduce -1.1% 18,300 $1.1M
Voya Investment Management LLC 0.00% Reduce -2.9% 17,264 $1.0M
Gotham Asset Management 0.01% Reduce -20.0% 17,263 $1.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -3.8% 17,219 $1.0M
Hanseatic Management Services Inc. 1.39% Add +4.6% 16,874 $980K
Y-Intercept (Hong Kong) Ltd 0.06% Add +70.1% 16,578 $963K
Man Group plc 0.00% Reduce -56.4% 16,451 $955K
Virtue Capital Management, LLC 0.19% Add +2.1% 16,392 $952K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +33.7% 16,296 $946K
AlphaQuest LLC 0.08% Add +1945.8% 16,244 $943K
Convergence Investment Partners, LLC 0.25% New 16,228 $943K
Vestcor Inc 0.03% New 15,925 $925K
Quantbot Technologies LP 0.04% Add +196.6% 15,872 $922K
Intech Investment Management LLC 0.01% New 15,713 $913K
Arizona State Retirement System 0.01% Add +3.3% 15,446 $897K
State Board of Administration of Florida Retirement System 0.00% No change 15,159 $880K
Mariner, LLC 0.00% Add +8.4% 15,115 $878K
Martingale Asset Management L P 0.02% New 15,027 $873K
Atria Investments, Inc 0.01% Add +12.7% 14,944 $868K
Allianz Asset Management GmbH 0.00% Add +8.4% 14,595 $848K
Aquatic Capital Management LLC 0.02% Reduce -25.0% 14,400 $836K
Legato Capital Management LLC 0.10% No change 13,988 $812K
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.9% 13,101 $761K
Ami Asset Management Corp. 0.04% New 12,702 $738K
Mackenzie Financial Corp. 0.00% Add +63.0% 12,605 $732K
Versor Investments LP 0.11% Add +116.1% 12,100 $703K
Cetera Investment Advisers 0.00% Add +9.1% 11,983 $696K
Osaic Holdings, Inc. 0.00% Reduce -38.5% 11,850 $690K
DAVENPORT & Co LLC 0.00% Add +10.3% 11,759 $683K
Commerce Bank 0.00% Reduce -2.7% 11,628 $675K
Fulton Bank, N.A. 0.03% Reduce -1.6% 11,616 $675K
Simplicity Wealth,LLC 0.06% Reduce -0.7% 11,332 $658K
Cornercap Investment Counsel Inc. 0.19% Reduce -53.2% 11,311 $657K
Two Sigma Advisers, LP 0.00% Reduce -50.7% 10,900 $633K
PEAK6 Investments LLC 0.03% Reduce -60.1% 10,858 $631K
Handelsbanken Fonder AB 0.00% No change 10,500 $610K
ProShare Advisors LLC 0.00% Add +41.9% 10,101 $587K
Bailard, Inc. 0.01% Add +97.7% 8,700 $505K
Summit Global Investments 0.03% Add +53.9% 8,634 $501K
Seven Eight Capital, LP 0.04% New 8,441 $490K
Dynamic Technology Lab Private Ltd 0.05% Reduce -84.9% 8,361 $486K
MML Investors Services, LLC 0.00% Reduce -2.4% 8,338 $484K
Cresset Asset Management, LLC 0.00% Reduce -16.3% 8,315 $483K
Aigen Investment Management, LP 0.09% New 8,305 $482K
Sanctuary Advisors, LLC 0.00% Reduce -6.9% 5,740 $476K
Horizon Investment Services, LLC 0.20% Add +4.9% 8,175 $475K
Whalen Wealth Management Inc. 0.33% New 7,983 $464K
Tower Research Capital LLC (TRC) 0.01% Reduce -42.8% 7,910 $459K
State of Wyoming 0.07% Reduce -1.8% 7,840 $455K
Creative Planning 0.00% New 7,301 $424K
Inspire Investing, LLC 0.04% Reduce -67.0% 7,111 $413K
Paradigm Capital Management Inc. 0.02% Reduce -30.0% 7,000 $407K
Corus Family Wealth Advisors 0.28% New 6,855 $398K
Point72 (DIFC) Ltd 0.03% Add +0.5% 6,591 $383K
Stifel Financial Corp. 0.00% Reduce -0.5% 6,574 $382K
Pictet Asset Management Holding SA 0.00% No change 6,555 $381K
Picton Mahoney Asset Management 0.01% New 6,519 $379K
Benjamin Edwards Inc. 0.01% Add +40543.8% 6,503 $378K
PNC Financial Services Group, Inc. 0.00% Add +3.4% 6,343 $368K
CreativeOne Wealth, LLC 0.01% New 5,862 $340K
PFG Investments, LLC 0.02% Reduce -5.2% 5,818 $338K
Cornerstone Investment Partners, LLC 0.02% Reduce -0.8% 5,700 $331K
Bantamac Capital, LLC 0.15% New 5,425 $315K
Ameritas Investment Partners, Inc. 0.01% No change 5,279 $307K
Acadian Asset Management LLC 0.00% New 5,207 $302K
M&T Bank Corp 0.00% Reduce -1.9% 5,088 $296K
HighTower Advisors, LLC 0.00% Reduce -22.3% 5,049 $293K
Simon Quick Advisors, LLC 0.02% Add +0.8% 4,990 $290K
New York State Teachers Retirement System 0.00% No change 4,884 $284K
Savant Capital, LLC 0.00% Add +3.6% 4,861 $282K
Freedom Investment Management, Inc. 0.02% Add +1.5% 4,838 $281K
EMC Capital Management 0.18% Add +56.5% 11,069 $274K
Inceptionr LLC 0.07% Reduce -57.1% 4,686 $272K
Counterpoint Mutual Funds LLC 0.05% Add +2.0% 4,456 $259K
Xponance LLC 0.00% Reduce -14.2% 4,363 $253K
EntryPoint Capital, LLC 0.14% Add +32.6% 4,288 $249K
Bank of Montreal 0.00% Reduce -1.3% 4,130 $240K
EP Wealth Advisors, LLC 0.00% New 4,105 $238K
Diametric Capital, LP 0.12% New 4,017 $233K
Los Angeles Capital Management LLC 0.00% Reduce -5.1% 3,919 $228K
Columbia Advisory Partners LLC 0.20% Reduce -8.5% 3,680 $214K
Prudent Man Advisors, LLC 0.07% New 3,612 $210K
Lazard Asset Management LLC 0.00% Add +5.9% 3,581 $207K
Tectonic Advisors LLC 0.01% New 3,508 $204K
Uncommon Cents Investing LLC 0.06% New 3,425 $199K
Shell Asset Management Co. 0.01% — 3,373 $196K
FMR LLC 0.00% Reduce -0.4% 2,413 $140K
Canton Hathaway, LLC 0.03% No change 2,000 $116K
US Bancorp \de 0.00% Add +1.0% 1,879 $109K
Amalgamated Bank 0.00% No change 1,865 $108K
KBC Group NV 0.00% Add +28.5% 1,801 $105K
Comerica Bank 0.00% Add +930.9% 1,804 $105K
Virtus Fund Advisers, LLC 0.42% No change 1,754 $102K
Parkside Financial Bank & Trust 0.01% Add +3.9% 1,677 $97K
Danske Bank A/S 0.00% Add +200.0% 1,500 $87K
Cwm, LLC 0.00% Add +37.5% 1,506 $87K
Gen-Wealth Partners Inc 0.04% New 1,295 $83K
Aster Capital Management (DIFC) Ltd 0.02% — 1,271 $74K
TD Private Client Wealth LLC 0.00% Add +24.2% 1,180 $69K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -37.9% 1,174 $68K
Assetmark, Inc. 0.00% No change 1,040 $60K
Jones Financial Companies LLLP 0.00% Add +1316.4% 1,034 $60K
Millburn Ridgefield LLC 0.00% New 1,011 $59K
Blue Trust, Inc. 0.00% Add +27.3% 919 $46K
Nisa Investment Advisors, LLC 0.00% Add +414.2% 725 $42K
Nomura Asset Management Co. Ltd. 0.00% Reduce -90.5% 630 $37K
Quarry LP 0.01% Add +7.0% 594 $35K
NewEdge Advisors, LLC 0.00% Reduce -73.5% 559 $32K
Principal Securities, Inc. 0.00% Add +78.6% 543 $32K
Castleview Partners, LLC 0.02% No change 520 $30K
Quadrant Capital Group LLC 0.00% No change 435 $25K
Clearstead Advisors, LLC 0.00% No change 419 $24K
Simplex Trading, LLC 0.00% Reduce -98.3% 403 $23K
First Horizon Advisors, Inc. 0.00% Add +13.0% 364 $21K
Federation des caisses Desjardins du Quebec 0.00% No change 350 $20K
Salem Investment Counselors Inc. 0.00% No change 285 $17K
Park Place Capital Corp 0.00% No change 184 $11K
Harbor Capital Advisors, Inc. 0.00% New 173 $10K
Private Trust Co. NA 0.00% No change 147 $9K
Johnson Financial Group, Inc. 0.00% New 141 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 135 $8K
Smartleaf Asset Management LLC 0.00% Add +32.8% 89 $5K
GAMMA Investing LLC 0.00% Add +394.1% 84 $5K
Private Wealth Management Group, LLC 0.00% No change 82 $5K
Lindbrook Capital, LLC 0.00% Reduce -14.9% 80 $5K
Global Retirement Partners, LLC 0.00% Reduce -7.1% 78 $5K
Global Financial Private Client, LLC 0.00% No change 72 $4K
Bessemer Group Inc. 0.00% New 70 $4K
Eagle Bay Advisors LLC 0.00% No change 65 $4K
Sterling Capital Management LLC 0.00% — 64 $4K
Geneos Wealth Management Inc. 0.00% New 61 $4K
Rothschild Investment LLC 0.00% Add +115.4% 56 $3K
Earned Wealth Advisors, LLC 0.00% New 50 $3K
Huntington National Bank 0.00% Add +35.3% 46 $3K
Mather Group, Llc. 0.00% Reduce -86.9% 40 $2K
Arax Advisory Partners 0.00% Reduce -21.9% 32 $2K
Manchester Capital Management LLC 0.00% No change 23 $1K
Farther Finance Advisors, LLC 0.00% Add +250.0% 21 $1K
Covestor Ltd 0.00% Reduce -25.9% 20 $1K
Bruce G. Allen Investments, LLC 0.00% New 16 $929
EverSource Wealth Advisors, LLC 0.00% New 10 $581
Riverview Trust Co 0.00% New 9 $523
Allworth Financial LP 0.00% No change 9 $523
MassMutual Private Wealth & Trust, FSB 0.00% No change 6 $348
SJS Investment Consulting Inc. 0.00% New 1 $59
DiNuzzo Private Wealth, Inc. 0.00% New 1 $59
Hemington Wealth Management 0.00% New 14 $0

"% of holder's portfolio" is PRIM's weight in each manager's 13F, not the share of Primoris Services Corp. the manager owns.