224 tracked 13F filers disclose a position in PDM as of the latest SEC 13F filings, a combined $688.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $99.0M | 15.1M | ▲+3.8% Added · +553K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $82.0M | 12.5M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $37.1M | 5.6M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $48.3M | 5.3M | ▼−0.6% Reduced · −32K sh | Q2 2026 | |
| 5 | WILSEY ASSET MANAGEMENT INC | $44.9M | 4.9M | ▲+0.3% Added · +17K sh | Q2 2026 | |
| 6 | PRIVATE MANAGEMENT GROUP INC | $37.3M | 4.1M | ▼−0.6% Reduced · −26K sh | Q2 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $32.3M | 3.5M | ▲+9.1% Added · +295K sh | Q2 2026 | |
| 8 | PRUDENTIAL FINANCIAL INC | $23.0M | 3.5M | ▲+20% Added · +578K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.0M | 3.2M | ▼−7.3% Reduced · −253K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $14.9M | 2.3M | ▼−17% Reduced · −469K sh | Q1 2026 | |
| 11 | DONALD SMITH & CO., INC. | $17.8M | 1.9M | ▲New +1.9M sh | Q2 2026 | |
| 12 | Universal- Beteiligungs- und Servicegesellschaft mbH | $15.4M | 1.7M | ▲+17% Added · +245K sh | Q2 2026 | |
| 13 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $11.0M | 1.7M | ▼−0.6% Reduced · −9K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $10.2M | 1.6M | ▼−7.4% Reduced · −124K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $10.1M | 1.5M | ▲+186% Added · +1.0M sh | Q1 2026 | |
| 16 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $14.1M | 1.5M | ▼−56% Reduced · −1.9M sh | Q2 2026 | |
| 17 | NORTHERN TRUST CORP | $9.7M | 1.5M | ▲+4.0% Added · +57K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $9.0M | 1.4M | ▼−21% Reduced · −376K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $8.6M | 1.3M | ▼−7.7% Reduced · −109K sh | Q1 2026 | |
| 20 | GLENMEDE TRUST CO NA | $11.3M | 1.2M | ▼−4.0% Reduced · −51K sh | Q2 2026 | |
| 21 | MORGAN STANLEY | $6.8M | 1.0M | ▼−11% Reduced · −125K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $6.4M | 978K | ▲358× Added · +976K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $5.3M | 811K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Clearbridge Investments, LLC | $5.1M | 777K | ▼−3.3% Reduced · −26K sh | Q1 2026 | |
| 25 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $5.0M | 762K | ▼−7.0% Reduced · −57K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in PDM and 25 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 109 funds | $239.0B |
| NVIDIA CORPNVDA | 107 funds | $340.9B |
| VISA INC-CLASS A SHARESV | 107 funds | $53.5B |
| APPLE INCAAPL | 106 funds | $263.1B |
| AMAZON.COM INCAMZN | 105 funds | $171.7B |
| ALPHABET INC-CL AGOOGL | 104 funds | $145.9B |
| BROADCOM INCAVGO | 104 funds | $136.8B |
| META PLATFORMS INC-CLASS AMETA | 104 funds | $95.0B |
| COSTCO WHOLESALE CORPCOST | 104 funds | $31.6B |
| LAM RESEARCH CORPLRCX | 104 funds | $30.2B |
| MICRON TECHNOLOGY INCMU | 104 funds | $28.8B |
| ADVANCED MICRO DEVICESAMD | 104 funds | $27.7B |
Ranked by how many of PDM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 2, 2025 | Smith Christopher Brent | President & Chief Exec. Off, Director | Buy (P) | 17K | $109K |
| May 1, 2025 | REXROAD SHERRY L | EVP-CFO | Buy (P) | 17K | $100K |
| May 1, 2025 | Taysom Dale H. | Director | Buy (P) | 3K | $18K |
| Mar 20, 2023 | Lang Barbara B | Director | Buy (P) | 348 | $2K |
| Mar 20, 2023 | Swope Jeffrey L. | Director | Buy (P) | 70K | $501K |
| Mar 20, 2023 | Taysom Dale H. | Director | Buy (P) | 2K | $14K |
| Mar 20, 2023 | BARRETT KELLY HEFNER | Director | Buy (P) | 10K | $71K |
| Mar 17, 2023 | Bowers Robert E | EVP-CFO&Admin Off | Buy (P) | 2K | $14K |
| Mar 17, 2023 | Guilbert Edward H III | EVP - Finance & Treasurer | Buy (P) | 3K | $20K |
| Mar 15, 2023 | Smith Christopher Brent | President & Chief Exec. Off, Director | Buy (P) | 7K | $54K |
| Sep 30, 2022 | Lang Barbara B | Director | Buy (P) | 325 | $3K |
| Aug 31, 2022 | MCDOWELL FRANK C | Director | Buy (P) | 5K | $59K |
Connected entities for PDM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PDM/capital-change-brief"
Use Arkolith's capital_change_brief for PDM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PDM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.