Among active 13F managers last quarter, 6 opened and 8 added, while none reduced or exited; the largest holder to move was AQR Capital Management LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
39 tracked 13F filers disclose a position in PMI as of the latest SEC 13F filings, a combined $702K 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 2.5M | $413K | ▲New +2.5M sh | Q2 2026 | |
| 2 | IEQ Capital, LLC | 291K | $48K | ▲New +291K sh | Q2 2026 | |
| 3 | FMR LLC | 151K | $25K | ▲22× Added · +144K sh | Q2 2026 | |
| 4 | Wealth Enhancement Advisory Services, LLC | 76K | $12K | ▲New +76K sh | Q2 2026 | |
| 5 | Hudson Bay Capital Management LP | 68K | $11K | ▲+540% Added · +57K sh | Q2 2026 | |
| 6 | AQR Capital Management LLC | 55K | $57K | ▲New +55K sh | Q1 2026 | |
| 7 | Pallas Capital Advisors LLC | 55K | $9K | ▲New +55K sh | Q2 2026 | |
| 8 | Wealth Management Partners, LLC | 50K | $8K | ▲+78% Added · +22K sh | Q2 2026 | |
| 9 | Perigon Wealth Management, LLC | 37K | $6K | ▲New +37K sh | Q2 2026 | |
| 10 | JMN Financial LLC | 24K | $4K | ▲New +24K sh | Q2 2026 | |
| 11 | Brighton Jones LLC | 23K | $4K | ▲New +23K sh | Q2 2026 | |
| 12 | Merit Financial Group, LLC | 21K | $3K | ▲New +21K sh | Q2 2026 | |
| 13 | Arax Advisory Partners | 19K | $3K | ▲2k× Added · +19K sh | Q2 2026 | |
| 14 | HB Wealth Management, LLC | 18K | $3K | ▲New +18K sh | Q2 2026 | |
| 15 | Northern Trust Corp | 18K | $19K | ▲+5.6% Added · +953 sh | Q1 2026 | |
| 16 | New York State Common Retirement Fund | 18K | $19K | ▲New +18K sh | Q1 2026 | |
| 17 | Charles Schwab Investment Management Inc | 16K | $17K | —Held | Q1 2026 | |
| 18 | Parcion Private Wealth LLC | 11K | $2K | ▲New +11K sh | Q2 2026 | |
| 19 | Rhumbline Advisers | 9K | $9K | ▲+91% Added · +4K sh | Q1 2026 | |
| 20 | Morgan Stanley | 6K | $7K | ▼−45% Reduced · −5K sh | Q1 2026 | |
| 21 | Fortitude Family Office, LLC | 5K | $761 | ▲New +5K sh | Q2 2026 | |
| 22 | True Wealth Design, LLC | 4K | $625 | ▲137× Added · +4K sh | Q2 2026 | |
| 23 | CWM, LLC | 3K | $3K | ▲New +3K sh | Q1 2026 | |
| 24 | Tower Research Capital LLC (TRC) | 3K | $3K | ▲25× Added · +3K sh | Q1 2026 | |
| 25 | UBS Group AG | 3K | $3K | ▼−92% Reduced · −30K 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, 6 funds opened a new position in PMI and 8 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 14 funds | $12.5B |
| Apple IncAAPL | 14 funds | $9.3B |
| Microsoft CorpMSFT | 14 funds | $8.2B |
| Amazon.com IncAMZN | 14 funds | $5.8B |
| Alphabet Inc-CL AGOOGL | 14 funds | $4.8B |
| Alphabet Inc-CL CGOOG | 14 funds | $4.1B |
| Meta Platforms Inc-Class AMETA | 14 funds | $3.1B |
| Tesla IncTSLA | 14 funds | $2.7B |
| Taiwan Semiconductor-SP ADRTSM | 14 funds | $2.3B |
| Eli Lilly & CoLLY | 14 funds | $1.9B |
| Walmart IncWMT | 14 funds | $1.8B |
| Johnson & JohnsonJNJ | 14 funds | $1.8B |
Ranked by how many of PMI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PMI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 21, 2011 | Roach John D | Director | Sell (S) 3 lots, same day | 14K | $87 |
| May 10, 2011 | Smith L Stephen | CEO, Pres & COO, Director | Buy (P) | 50K | $89K |
| Sep 8, 2009 | Widener Mary Lee | Director | Sell (S) | 300 | $1K |
| Dec 8, 2008 | Roach John D | Director | Sell (S) | 10K | $15K |
| Nov 6, 2007 | Smith L Stephen | CEO, Pres & COO, Director | Buy (P) 16 lots, same day | 30K | $373K |
| Oct 31, 2007 | Castle James C | Director | Buy (P) 16 lots, same day | 15K | $248K |
| Aug 13, 2007 | Guerro Carmine | Director | Buy (P) | 2K | $60K |
| Aug 10, 2007 | Roach John D | Director | Buy (P) 3 lots, same day | 10K | $295K |
| Aug 8, 2007 | Bacigalupi Victor J | EVP, CAO, GC & Secretary | Buy (P) | 908 | $30K |
| Aug 6, 2007 | Jeter Thomas Harrison | SVP, CAO, Controller | Buy (P) | 350 | $10K |
| Aug 3, 2007 | Guerro Carmine | Director | Buy (P) | 1K | $34K |
| May 23, 2007 | Roberts Daniel L | EVP, Chief Information Officer | Sell (S) | 657 | $33K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 16 | 5 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PMI
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/PMI/capital-change-brief"
Use Arkolith's capital_change_brief for PMI. 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 PMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.