219 tracked 13F filers disclose a position in PEB as of the latest SEC 13F filings, a combined $1.7B 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. | $257.1M | 20.4M | ▼−0.3% Reduced · −73K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $142.3M | 11.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $82.3M | 6.5M | ▼−4.1% Reduced · −278K sh | Q1 2026 | |
| 4 | Alyeska Investment Group, L.P. | $77.1M | 6.1M | ▼−12% Reduced · −862K sh | Q1 2026 | |
| 5 | T. Rowe Price Investment Management, Inc. | Withheld | 6.0M | ▼−17% Reduced · −1.3M sh | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $72.9M | 5.8M | ▼−6.6% Reduced · −406K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $69.1M | 5.5M | ▲+5.7% Added · +297K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $63.5M | 5.0M | →First observed position No prior filed position | Q1 2026 | |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | $61.4M | 4.9M | ▼−17% Reduced · −1.0M sh | Q1 2026 | |
| 10 | EARNEST PARTNERS LLC | $58.8M | 4.7M | ▼−2.4% Reduced · −112K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $42.1M | 3.3M | ▲+4.7% Added · +149K sh | Q1 2026 | |
| 12 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $40.2M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $38.7M | 3.1M | ▲+0.9% Added · +29K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.7M | 2.9M | ▲+3.5% Added · +98K sh | Q1 2026 | |
| 15 | UBS Group AG | $33.5M | 2.6M | ▼−2.6% Reduced · −70K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $31.6M | 2.5M | ▼−21% Reduced · −653K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $31.2M | 2.5M | ▲+148% Added · +1.5M sh | Q1 2026 | |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $27.2M | 2.2M | ▲+52% Added · +736K sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $25.9M | 2.1M | ▼−20% Reduced · −516K sh | Q1 2026 | |
| 20 | AEW CAPITAL MANAGEMENT L P | $33.5M | 1.7M | ▲+8.0% Added · +127K sh | Q2 2026 | |
| 21 | NORTHERN TRUST CORP | $18.7M | 1.5M | ▲+1.3% Added · +19K sh | Q1 2026 | |
| 22 | FRANKLIN RESOURCES INC | $18.7M | 1.5M | ▲+41% Added · +427K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $18.2M | 1.4M | ▼−16% Reduced · −273K sh | Q1 2026 | |
| 24 | DIMENSIONAL FUND ADVISORS LP | $17.0M | 1.3M | ▼−16% Reduced · −259K sh | Q1 2026 | |
| 25 | Allianz Asset Management GmbH | $14.7M | 1.2M | ▲+14% Added · +139K 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, 4 funds opened a new position in PEB and 25 added to an existing one, while 21 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 |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 107 funds | $146.7B |
| MICROSOFT CORPMSFT | 106 funds | $239.8B |
| AMAZON.COM INCAMZN | 106 funds | $174.0B |
| NVIDIA CORPNVDA | 104 funds | $348.2B |
| META PLATFORMS INC-CLASS AMETA | 104 funds | $98.3B |
| UNITEDHEALTH GROUP INCUNH | 104 funds | $25.5B |
| APPLE INCAAPL | 103 funds | $264.9B |
| COSTCO WHOLESALE CORPCOST | 103 funds | $33.2B |
| APPLIED MATERIALS INCAMAT | 102 funds | $26.1B |
| TD AMERITRADE HOLDING CORPAMT | 102 funds | $10.6B |
| BROADCOM INCAVGO | 101 funds | $140.7B |
| ALPHABET INC-CL CGOOG | 101 funds | $108.6B |
Ranked by how many of PEB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Fisher Thomas Charles | Co-President, C Investmt Ofcr | Sell (S) | 40K | $770K |
| Jun 12, 2026 | BORTZ JON E | Chairman and CEO, Director | Buy (P) | 20K | $364K |
| Jun 11, 2026 | BORTZ JON E | Chairman and CEO, Director | Buy (P) | 20K | $355K |
| Jun 10, 2026 | BORTZ JON E | Chairman and CEO, Director | Buy (P) | 20K | $345K |
| Jun 9, 2026 | BORTZ JON E | Chairman and CEO, Director | Buy (P) | 20K | $342K |
| Jun 8, 2026 | BORTZ JON E | Chairman and CEO, Director | Buy (P) | 20K | $337K |
| Dec 15, 2025 | BORTZ JON E | Chairman and CEO, Director | Sell (S) | 50K | $563K |
| Nov 19, 2025 | SCHALL MICHAEL J | Director | Buy (P) | 10K | $109K |
| Aug 19, 2025 | SCHALL MICHAEL J | Director | Buy (P) | 10K | $101K |
| Jun 6, 2025 | BORTZ JON E | Chairman and CEO, Director | Buy (P) | 5K | $48K |
| May 30, 2025 | BORTZ JON E | Chairman and CEO, Director | Buy (P) | 18K | $165K |
| May 27, 2025 | BORTZ JON E | Chairman and CEO, Director | Buy (P) | 6K | $54K |
| Class | 13F holders | Value held |
|---|---|---|
| PEBthis pagecs | 219 funds | $1.7B |
| PEB 1.75 12/15/26Sovereign/Corporate | 32 funds | $272.7M |
| PEB 6.3 PERP FUNIT | 25 funds | $75.0M |
| PEB 6.375 PERP EUNIT | 25 funds | $46.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PEB
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/PEB/capital-change-brief"
Use Arkolith's capital_change_brief for PEB. 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 PEB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.