PVAL

PUTNAM FOCUSED LRG CAP VALUE
USCUSIP 746729300
Institutional Owners
87
+14 QoQ
13F Value Held
$1.3B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)67 adding · 18 trimming
Insider net (180d)+$0
Price history not yet available for PVAL.

Top institutional holders

87 13F filers
#FundPosition valueSharesLast moveAs of
1CULLEN/FROST BANKERS, INC.
$358.4M
7.72MAddedQ1 2026
2CWM, LLC
$155.1M
3.34MAddedQ1 2026
3Modern Wealth Management, LLC
$90.5M
1.99MNewQ4 2025
4Kestra Advisory Services, LLC
$60.7M
1.31MAddedQ1 2026
5Sanctuary Advisors, LLC
$54.9M
1.18MAddedQ1 2026
6Bleakley Financial Group, LLC
$47.8M
1.03MAddedQ1 2026
7RFG Advisory, LLC
$40.9M
880.8KAddedQ1 2026
8Geneos Wealth Management Inc.
$37.7M
826.8KNewQ4 2025
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$32.6M
699.9KReducedQ1 2026
10SAX WEALTH ADVISORS, LLC
$31.1M
682.6KReducedQ1 2026
11MML INVESTORS SERVICES, LLC
$29.2M
628.5KReducedQ1 2026
12AdvisorNet Financial, Inc
$26.2M
564.2KAddedQ1 2026
13Rockefeller Capital Management L.P.
$25.0M
548.8KNewQ4 2025
14Steward Partners Investment Advisory, LLC
$24.0M
518.1KAddedQ1 2026
15Atria Investments, Inc
$18.2M
392.8KAddedQ1 2026
16MAI Capital Management
$17.4M
375.0KAddedQ1 2026
17Snowden Capital Advisors LLC
$16.2M
350.0KAddedQ1 2026
18Haverford Trust Co
$15.6M
336.1KAddedQ1 2026
19KESTRA PRIVATE WEALTH SERVICES, LLC
$13.6M
294.1KAddedQ1 2026
20Valmark Advisers, Inc.
$13.4M
288.4KAddedQ1 2026
21Stratos Investment Management, LLC
$12.6M
272.1KAddedQ1 2026
22Smartleaf Asset Management LLC
$12.1M
265.3KReducedQ1 2026
23Patriot Financial Group Insurance Agency, LLC
$11.3M
243.9KAddedQ1 2026
24Integrated Advisors Network LLC
$10.5M
226.2KNewQ1 2026
25CENTAURUS FINANCIAL, INC.
$10.2M
220.4KNewQ1 2026

Fund activity — latest quarter

Opened (NEW)
26
funds
Added
41
funds
Reduced
11
funds
Exited
7
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

81 funds+80 since Q3 2025
04181Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $1.5B

Funds that own PVAL also own

CompanyCo-held byCombined value
Broadcom LtdAVGO87 funds$9.0B
Apple IncAAPL86 funds$24.4B
Nvidia CorpNVDA86 funds$22.7B
Microsoft CorpMSFT86 funds$18.3B
LPHABET INCGOOG86 funds$8.6B
Meta Platforms IncMETA86 funds$7.8B
Powershares QQQ TrustQQQ86 funds$6.1B
Johnson & JohnsonJNJ86 funds$5.3B
Exxon Mobil CorpXOM86 funds$4.8B
Costco Wholesale Corp CommonCOST86 funds$4.7B
TESLA MOTORS INCTSLA86 funds$4.4B
Visa Inc - AV86 funds$4.3B

Ranked by how many of PVAL's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PVAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.