PFGC

Performance Food Group Co
IndustrialsUSCUSIP 71377A103◍ Confluence graph
Tracked 13F Holders
446
-131 QoQ
13F Value (tracked)
$11.4B
Insider Net · 180d
-$27.4M
0↑ 7↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)33 adding · 29 trimming
Insider net (180d)-$27.4M

Who owns PFGC?

446 tracked 13F filers

446 tracked 13F filers disclose a position in PFGC as of the latest SEC 13F filings, a combined $11.4B 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.2B
14.1M
+1.6%
Added · +227K sh
Q1 2026
2FMR LLC
$1.0B
11.8M
+6.9%
Added · +757K sh
Q1 2026
3JPMORGAN CHASE & CO
$641.2M
7.6M
+101%
Added · +3.8M sh
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$589.0M
6.9M
First observed position
No prior filed position
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$582.2M
6.8M
First observed position
No prior filed position
Q1 2026
6STATE STREET CORP
$544.5M
4.9M
+2.5%
Added · +119K sh
Q2 2026
7LONE PINE CAPITAL LLC
$340.8M
4.0M
New
+4.0M sh
Q1 2026
8EMINENCE CAPITAL, LP
$318.6M
3.7M
+40%
Added · +1.1M sh
Q1 2026
9Clearbridge Investments, LLC
$317.8M
3.7M
−4.5%
Reduced · −177K sh
Q1 2026
10STEADFAST CAPITAL MANAGEMENT LP
$290.9M
3.4M
+96%
Added · +1.7M sh
Q1 2026
11Sachem Head Capital Management LP
$287.0M
3.4M
Held
Q1 2026
12GEODE CAPITAL MANAGEMENT, LLC
$322.2M
2.9M
−0.5%
Reduced · −15K sh
Q2 2026
13PRIMECAP MANAGEMENT CO/CA/
$231.9M
2.7M
+7.0%
Added · +178K sh
Q1 2026
14DIMENSIONAL FUND ADVISORS LP
$215.4M
2.5M
+33%
Added · +620K sh
Q1 2026
15NORGES BANK
$208.2M
2.3M
+24%
Added · +441K sh
Q4 2025
16Point72 Asset Management, L.P.
$196.5M
2.3M
−32%
Reduced · −1.1M sh
Q1 2026
17Nuveen, LLC
$192.6M
2.2M
+127%
Added · +1.3M sh
Q1 2026
18CITADEL ADVISORS LLC
$170.5M
2.0M
−25%
Reduced · −653K sh
Q1 2026
19MORGAN STANLEY
$155.3M
1.8M
+16%
Added · +253K sh
Q1 2026
20MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$141.5M
1.7M
+12%
Added · +175K sh
Q1 2026
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$125.7M
1.5M
+4.6%
Added · +65K sh
Q1 2026
22MILLENNIUM MANAGEMENT LLC
$109.4M
1.3M
−20%
Reduced · −313K sh
Q1 2026
23NORTHERN TRUST CORP
$100.9M
1.2M
+2.8%
Added · +32K sh
Q1 2026
24Junto Capital Management LP
$111.6M
998K
−3.9%
Reduced · −40K sh
Q2 2026
25GOLDMAN SACHS GROUP INC
$83.7M
978K
−30%
Reduced · −423K 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.

Is PFGC being bought or sold by institutions?

Last quarter, 8 funds opened a new position in PFGC and 25 added to an existing one, while 29 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).

Opened (NEW)
8
funds
Added
25
funds
Reduced
29
funds
Exited
0
funds

Funds that own PFGC also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN262 funds$205.0B
META PLATFORMS INC-CLASS AMETA255 funds$113.8B
NVIDIA CORPNVDA254 funds$384.4B
MICROSOFT CORPMSFT253 funds$263.0B
VISA INC-CLASS A SHARESV247 funds$61.7B
ALPHABET INC-CL AGOOGL246 funds$166.6B
ELI LILLY & COLLY246 funds$82.3B
BROADCOM INCAVGO242 funds$151.7B
COSTCO WHOLESALE CORPCOST241 funds$35.4B
TESLA INCTSLA240 funds$75.6B
JPMORGAN CHASE & COJPM240 funds$59.3B
APPLE INCAAPL239 funds$282.5B

Ranked by how many of PFGC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$27.4M
7 insiders
Net
-$27.4M
47 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 25, 2026KING A BRENTSee RemarksSell (S)1K$139K
Aug 25, 2026Bulmer Donald S.See RemarksSell (S)1K$142K
Aug 25, 2026DAVIS ERIKA TSee RemarksSell (S)1K$139K
Aug 24, 2026Bulmer Donald S.See RemarksSell (S)5K$521K
Aug 24, 2026Bulmer Donald S.See RemarksSell (S)6K$595K
Aug 21, 2026Grosh Chasity DSee RemarksSell (S)643$67K
Aug 21, 2026DAVIS ERIKA TSee RemarksSell (S)1K$123K
Aug 21, 2026KING A BRENTSee RemarksSell (S)1K$123K
Aug 20, 2026DAVIS ERIKA TSee RemarksSell (S)3K$280K
Aug 20, 2026DAVIS ERIKA TSee RemarksSell (S)5K$554K
Aug 20, 2026KING A BRENTSee RemarksSell (S)2K$255K
Aug 20, 2026KING A BRENTSee RemarksSell (S)6K$581K

Institutional ownership over time

263 funds-31 since Q3 2024
0200400Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.0B

Recent filings

15 shown

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Connected entities for PFGC

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Ask your agent what changed in PFGC

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PFGC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PFGC.
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 PFGC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.