PBF ENERGY INC (PBF)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GAMMA Investing LLC | $481.5K | 6,257 | 0.02% | 12q | +12.1%+$51.9K |
| Farther Finance Advisors, LLC | $396.8K | 5,156 | 0.00% | 16q | +43.1%+$119.4K |
| Investors Research Corp | $370.0K | 4,808 | 0.07% | 32q | -22.5%-$107.1K |
| Venture Visionary Partners LLC | $349.7K | 4,544 | 0.01% | 16q | -70.6%-$838.9K |
| GK Wealth Management LLC | $266.8K | 3,466 | 0.15% | new | NEW |
| RIVERSEDGE ADVISORS, LLC | $233.9K | 3,039 | 0.03% | new | NEW |
| Wedmont Private Capital | $216.3K | 2,421 | 0.01% | new | NEW |
| Versant Capital Management, Inc | $62.9K | 817 | 0.01% | 23q | +3.2%+$1.9K |
| MassMutual Private Wealth & Trust, FSB | $52.7K | 685 | 0.00% | 17q | -17.0%-$10.8K |
| ELEVATION WEALTH PARTNERS, LLC | $12.2K | 158 | 0.00% | 3q | +177.2%+$7.8K |
| CoreCap Advisors, LLC | $9.5K | 124 | 0.00% | 2q | -27.9%-$3.7K |
| TOTH FINANCIAL ADVISORY CORP | $1.5K | 20 | 0.00% | new | NEW |
| Trust Co | $1.5K | 19 | 0.00% | 4q | HELD |
| Planning Strategies Inc. | $231 | 3 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-05 | 13G/A | BlackRock, Inc. | 10.3% |
| 2026-07-30 | 13G/A | Carlos Slim Helu INDIVIDUALwith 7 co-filers | 14.3% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Nimbley Thomas J. | Director | Sold | 468,139 | $32.6M ×2 |
| 2026-08-11 | Nimbley Thomas J. | Director | Sold | 260,063 | $17.6M |
| 2026-08-03 | Lucey Matthew C. | CEO & President | Sold | 225,473 | $16.2M ×2 |
| 2026-08-14 | Nimbley Thomas J. | Director | Sold | 169,925 | $12.3M |
| 2026-08-14 | Lucey Matthew C. | CEO & President | Sold | 142,364 | $10.5M |
| 2026-08-12 | Canty Trecia M | SVP and General Counsel | Sold | 140,320 | $10.0M ×2 |
| 2026-08-18 | Nimbley Thomas J. | Director | Sold | 125,000 | $9.3M |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-30 | Control Empresarial de Capitales S.A. de C.V. | 10% owner, Other | Sold | 490,000 | $34.9M ×7 |
| 2026-06-29 | Control Empresarial de Capitales S.A. de C.V. | 10% owner, Other | Sold | 570,000 | $26.4M ×2 |
| 2026-09-10 | Control Empresarial de Capitales S.A. de C.V. | 10% owner, Other | Sold | 315,776 | $24.6M ×2 |
| 2026-07-08 | Control Empresarial de Capitales S.A. de C.V. | 10% owner, Other | Sold | 380,000 | $19.9M |
| 2026-04-29 | Control Empresarial de Capitales S.A. de C.V. | 10% owner, Other | Sold | 362,000 | $15.7M |
| 2026-08-13 | Control Empresarial de Capitales S.A. de C.V. | 10% owner, Other | Sold | 210,000 | $15.2M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $2.5M | 31,517 | 5 | 4 | 4 | 0.0% |
| Q2 2026 | 444 | $5.4B | 114,633,484 | 77 | 175 | 121 | 3.6% |
| Q1 2026 | 424 | $5.1B | 100,056,236 | 104 | 125 | 124 | 6.0% |
| Q4 2025 | 356 | $2.8B | 99,269,836 | 47 | 118 | 113 | 4.4% |
| Q3 2025 | 357 | $2.9B | 91,426,158 | 63 | 102 | 126 | 5.5% |
| Q2 2025 | 321 | $2.3B | 98,444,878 | 53 | 129 | 86 | 6.4% |
| Q1 2025 | 313 | $1.9B | 91,764,708 | 47 | 124 | 89 | 5.5% |
| Q4 2024 | 325 | $2.5B | 87,897,271 | 27 | 108 | 131 | 5.5% |
| Q3 2024 | 342 | $2.9B | 90,023,308 | 42 | 114 | 138 | 4.4% |
| Q2 2024 | 396 | $4.6B | 94,824,484 | 56 | 137 | 140 | 4.1% |
| Q1 2024 | 396 | $6.3B | 103,011,263 | 61 | 118 | 146 | 5.8% |
| Q4 2023 | 400 | $4.8B | 103,367,091 | 53 | 115 | 149 | 5.7% |
| Q3 2023 | 391 | $5.8B | 99,734,023 | 76 | 107 | 154 | 8.1% |
| Q2 2023 | 352 | $4.3B | 99,352,854 | 39 | 114 | 142 | 6.4% |
| Q1 2023 | 372 | $4.9B | 105,944,087 | 58 | 135 | 129 | 5.8% |
| Q4 2022 | 366 | $4.7B | 110,174,022 | 78 | 114 | 137 | 5.4% |
| Q3 2022 | 322 | $4.1B | 112,364,243 | 62 | 125 | 97 | 4.8% |
| Q2 2022 | 291 | $3.4B | 108,272,084 | 70 | 91 | 92 | 6.1% |
| Q1 2022 | 253 | $2.4B | 94,212,838 | 59 | 67 | 86 | 5.8% |
| Q4 2021 | 219 | $1.3B | 89,845,290 | 30 | 68 | 60 | 7.6% |
| Q3 2021 | 192 | $1.2B | 83,734,509 | 29 | 51 | 73 | 6.1% |
| Q2 2021 | 196 | $1.3B | 83,325,871 | 27 | 65 | 63 | 5.3% |
| Q1 2021 | 199 | $1.2B | 83,027,219 | 40 | 54 | 75 | 4.7% |
| Q4 2020 | 199 | $684.0M | 89,788,443 | 33 | 55 | 73 | 6.8% |
| Q3 2020 | 211 | $526.9M | 91,477,670 | 28 | 65 | 78 | 1.2% |
| Q2 2020 | 231 | $1.0B | 97,062,732 | 34 | 74 | 86 | 1.9% |
| Q1 2020 | 263 | $677.0M | 93,275,700 | 43 | 101 | 80 | 2.5% |
| Q4 2019 | 307 | $3.2B | 98,672,209 | 45 | 87 | 113 | 2.6% |
| Q3 2019 | 291 | $2.7B | 97,410,510 | 53 | 82 | 109 | 3.1% |
| Q2 2019 | 295 | $3.3B | 102,349,988 | 50 | 84 | 112 | 3.5% |
| Q1 2019 | 320 | $3.4B | 108,096,741 | 50 | 82 | 139 | 1.6% |
| Q4 2018 | 324 | $3.9B | 118,371,178 | 4 | 5 | 7 | 1.1% |