PEAPACK-GLADSTONE FINL CORP (PGC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
167
Reporting holders
$593.0M
Reported value
70.6%
Of shares outstanding
0.1%
Held as options
+12
Holder change
Institutions report 12,522,930 shares against 17,727,952 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $75.6M | 1,597,272 | 0.00% | 8q | +8.6%+$6.0M |
| DIMENSIONAL FUND ADVISORS LP | $49.0M | 1,035,542 | 0.01% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $33.4M | 705,681 | 0.00% | 2q | +2.9%+$928.5K |
| WELLINGTON MANAGEMENT GROUP LLP | $31.9M | 674,880 | 0.01% | 31q | +6.1%+$1.8M |
| STATE STREET CORP | $26.9M | 569,369 | 0.00% | 31q | +10.1%+$2.5M |
| Boston Partners | $22.1M | 467,556 | 0.02% | 16q | -5.8%-$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $22.0M | 464,052 | 0.00% | 31q | +18.6%+$3.4M |
| AMERICAN CENTURY COMPANIES INC | $21.7M | 458,345 | 0.01% | 25q | +24.3%+$4.2M |
| BROWN ADVISORY INC | $21.3M | 450,880 | 0.03% | 31q | -1.2%-$254.9K |
| STRATEGIC VALUE BANK PARTNERS LLC | $17.9M | 378,416 | 12.54% | 19q | HELD |
| ALGERT GLOBAL LLC | $16.9M | 356,295 | 0.20% | 9q | -45.9%-$14.3M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $13.8M | 291,105 | 0.55% | 2q | +48.9%+$4.5M |
| BANC FUNDS CO LLC | $13.0M | 273,947 | 2.14% | 31q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $12.3M | 259,220 | 0.02% | 3q | +563.0%+$10.4M |
| JPMORGAN CHASE & CO | $12.1M | 254,146 | 0.00% | 31q | +4.5%+$519.4K |
| Russell Investments Group, Ltd. | $11.0M | 232,670 | 0.01% | 31q | -3.1%-$353.5K |
| SALZHAUER MICHAEL | $10.3M | 216,632 | 3.51% | 31q | -15.3%-$1.9M |
| TWO SIGMA INVESTMENTS, LP | $9.2M | 193,594 | 0.01% | 19q | -6.5%-$636.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.4M | 177,057 | 0.00% | 2q | +10.0%+$760.9K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.8M | 164,790 | 0.02% | 10q | -24.1%-$2.5M |
| NORTHERN TRUST CORP | $7.0M | 147,187 | 0.00% | 31q | +7.8%+$505.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.3M | 132,779 | 0.00% | 31q | +1.8%+$111.9K |
| Sixth Street Partners Management Company, L.P. | $6.3M | 132,779 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.9M | 125,040 | 0.10% | 31q | +4.8%+$269.8K |
| Oppenheimer & Close, LLC | $5.9M | 124,936 | 3.73% | 4q | HELD |
| GOLDMAN SACHS GROUP INC | $5.5M | 116,205 | 0.00% | 31q | -39.5%-$3.6M |
| AQR CAPITAL MANAGEMENT LLC | $5.4M | 115,087 | 0.00% | 31q | +8.4%+$419.9K |
| BANK OF AMERICA CORP /DE/ | $5.4M | 114,319 | 0.00% | 31q | +23.2%+$1.0M |
| VANGUARD FIDUCIARY TRUST CO | $5.2M | 108,945 | 0.00% | 2q | +0.7%+$37.0K |
| FEDERATED HERMES, INC. | $4.4M | 92,636 | 0.01% | 31q | +11.1%+$438.8K |
| PANAGORA ASSET MANAGEMENT INC | $4.3M | 91,836 | 0.01% | 2q | +261.6%+$3.1M |
| Empowered Funds, LLC | $3.8M | 81,146 | 0.02% | 2q | +7.6%+$269.8K |
| FMR LLC | $3.6M | 75,723 | 0.00% | 31q | +32.4%+$876.8K |
| Quantinno Capital Management LP | $3.2M | 67,788 | 0.00% | 6q | +35.5%+$840.7K |
| AMERIPRISE FINANCIAL INC | $3.1M | 66,420 | 0.00% | 31q | -2.2%-$70.2K |
| Trexquant Investment LP | $3.0M | 63,852 | 0.02% | 14q | +22.0%+$544.2K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.0M | 63,558 | 0.01% | 31q | +36.7%+$807.5K |
| Nuveen, LLC | $2.8M | 59,231 | 0.00% | 6q | -39.0%-$1.8M |
| FIRST TRUST ADVISORS LP | $2.8M | 59,159 | 0.00% | 8q | +4.4%+$118.7K |
| MORGAN STANLEY | $2.6M | 54,916 | 0.00% | 35q | -12.8%-$381.7K |
| CACTI ASSET MANAGEMENT LLC | $2.5M | 53,000 | 0.13% | 31q | -3.6%-$94.7K |
| Bank of New York Mellon Corp | $2.3M | 48,431 | 0.00% | 31q | +5.7%+$123.4K |
| Creative Planning | $2.3M | 48,024 | 0.00% | 13q | +74.9%+$973.1K |
| PL Capital Advisors, LLC | $2.2M | 45,500 | 0.60% | 3q | HELD |
| GAMCO INVESTORS, INC. ET AL | $2.1M | 44,410 | 0.02% | 30q | -29.4%-$875.6K |
| State of New Jersey Common Pension Fund D | $2.1M | 43,627 | 0.01% | 15q | -38.4%-$1.3M |
| XTX Topco Ltd | $1.8M | 38,821 | 0.02% | 2q | +139.0%+$1.1M |
| PRUDENTIAL FINANCIAL INC | $1.8M | 37,945 | 0.00% | new | NEW |
| MARTINGALE ASSET MANAGEMENT L P | $1.8M | 37,635 | 0.04% | 3q | -9.9%-$194.8K |
| Numerai GP LLC | $1.7M | 36,150 | 0.14% | 4q | +9.0%+$141.3K |
| D. E. Shaw & Co., Inc. | $1.7M | 35,260 | 0.00% | 31q | -42.9%-$1.3M |
| SEI INVESTMENTS CO | $1.6M | 33,365 | 0.00% | 9q | -30.5%-$694.4K |
| LPL Financial LLC | $1.6M | 32,878 | 0.00% | 8q | +3.8%+$57.6K |
| Vanguard Global Advisers, LLC | $1.4M | 30,480 | 0.00% | 2q | HELD |
| Swiss National Bank | $1.4M | 29,900 | 0.00% | 31q | +3.1%+$42.6K |
| VICTORY CAPITAL MANAGEMENT INC | $1.4M | 28,650 | 0.00% | 8q | -4.5%-$63.9K |
| Cannell & Spears LLC | $1.3M | 27,915 | 0.02% | 10q | HELD |
| IFP Advisors, Inc | $1.3M | 26,547 | 0.02% | 5q | -18.7%-$288.1K |
| Invesco Ltd. | $1.2M | 26,213 | 0.00% | 31q | -5.1%-$66.3K |
| SummerHaven Investment Management, LLC | $1.2M | 24,893 | 0.63% | 8q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 24,847 | 0.00% | 23q | -0.9%-$10.8K |
| Ellsworth Advisors, LLC | $1.1M | 24,488 | 0.19% | 2q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $974.7K | 20,594 | 0.00% | 31q | +54.9%+$345.5K |
| UBS Group AG | $965.2K | 20,392 | 0.00% | 31q | -32.9%-$472.8K |
| RHUMBLINE ADVISERS | $952.1K | 20,117 | 0.00% | 31q | HELD |
| FIRST MANHATTAN CO. LLC. | $946.6K | 20,000 | 0.00% | 4q | HELD |
| MILLENNIUM MANAGEMENT LLC | $933.0K | 19,712 | 0.00% | 8q | -30.9%-$416.6K |
| ALLIANCEBERNSTEIN L.P. | $796.2K | 22,614 | 0.00% | 31q | +13.6%+$95.4K |
| CITIGROUP INC | $788.5K | 16,660 | 0.00% | 31q | +16.0%+$108.8K |
| STRS OHIO | $785.7K | 16,600 | 0.00% | 31q | -8.3%-$71.0K |
| WELLS FARGO & COMPANY/MN | $765.7K | 16,177 | 0.00% | 31q | +12.4%+$84.3K |
| Legal & General Group Plc | $754.2K | 15,935 | 0.00% | 31q | +35.2%+$196.5K |
| DEUTSCHE BANK AG\ | $750.7K | 15,860 | 0.00% | 34q | +27.0%+$159.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $703.3K | 14,860 | 0.00% | new | NEW |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $702.2K | 14,836 | 0.01% | 3q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $616.8K | 13,031 | 0.00% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $605.6K | 12,796 | 0.00% | 26q | -55.9%-$766.6K |
| Merit Financial Group, LLC | $605.0K | 12,784 | 0.00% | 2q | +104.8%+$309.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $601.7K | 12,712 | 0.00% | 2q | +45.9%+$189.4K |
| AlphaCore Capital LLC | $590.3K | 12,473 | 0.01% | new | NEW |
| Elk River Wealth Management LLC | $586.9K | 12,400 | 0.09% | 23q | -3.9%-$23.7K |
| OSAIC HOLDINGS, INC. | $558.8K | 11,807 | 0.00% | 26q | +36.4%+$149.2K |
| Balyasny Asset Management L.P. | $558.0K | 11,789 | 0.00% | 3q | +37.5%+$152.2K |
| Jump Financial, LLC | $482.1K | 10,186 | 0.00% | 7q | -57.0%-$639.3K |
| ENVESTNET ASSET MANAGEMENT INC | $481.5K | 10,174 | 0.00% | 2q | +39.4%+$136.0K |
| PINNACLE ASSOCIATES LTD | $475.8K | 10,053 | 0.01% | new | NEW |
| BARCLAYS PLC | $444.6K | 9,393 | 0.00% | 31q | -9.4%-$46.2K |
| TRANSCEND CAPITAL ADVISORS, LLC | $443.2K | 9,365 | 0.03% | 27q | HELD |
| FRANKLIN RESOURCES INC | $439.2K | 9,280 | 0.00% | 2q | +7.5%+$30.8K |
| CANADA PENSION PLAN INVESTMENT BOARD | $426.0K | 9,000 | 0.00% | 3q | HELD |
| R Squared Ltd | $425.8K | 8,997 | 0.22% | new | NEW |
| Rafferty Asset Management, LLC | $425.7K | 8,994 | 0.00% | 14q | -18.8%-$98.3K |
| Y-Intercept (Hong Kong) Ltd | $425.1K | 8,981 | 0.01% | 2q | -50.4%-$432.5K |
| MetLife Investment Management, LLC | $418.6K | 8,845 | 0.00% | 32q | -11.5%-$54.6K |
| BNP PARIBAS FINANCIAL MARKETS | $382.0K | 8,070 | 0.00% | 31q | +23.8%+$73.6K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $373.9K | 7,899 | 0.00% | 6q | -49.2%-$361.4K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $372.7K | 7,875 | 0.00% | 2q | HELD |
| Jupiter Topco LLC | $365.7K | 7,719 | 0.00% | new | FIRST |
| Inscription Capital, LLC | $356.7K | 7,536 | 0.03% | 3q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $351.9K | 7,435 | 0.00% | 9q | -2.5%-$9.2K |
Showing the largest 100 of 176 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 167 | $593.0M | 12,522,930 | 28 | 51 | 49 | 0.1% |
| Q1 2026 | 155 | $419.8M | 12,173,200 | 23 | 51 | 49 | 0.7% |
| Q4 2025 | 143 | $315.1M | 11,492,061 | 17 | 52 | 45 | 0.2% |
| Q3 2025 | 139 | $330.8M | 12,079,234 | 15 | 55 | 42 | 0.1% |
| Q2 2025 | 132 | $337.5M | 12,013,316 | 13 | 47 | 42 | 0.0% |
| Q1 2025 | 128 | $344.0M | 12,143,170 | 17 | 45 | 34 | 0.0% |
| Q4 2024 | 124 | $396.4M | 12,439,855 | 17 | 47 | 32 | 0.0% |
| Q3 2024 | 110 | $322.1M | 11,770,291 | 17 | 30 | 35 | 0.0% |
| Q2 2024 | 102 | $267.5M | 11,810,356 | 14 | 42 | 29 | 0.0% |
| Q1 2024 | 102 | $268.5M | 11,047,055 | 11 | 41 | 30 | 0.0% |
| Q4 2023 | 105 | $322.7M | 10,824,125 | 11 | 29 | 37 | 0.0% |
| Q3 2023 | 101 | $273.8M | 10,682,399 | 7 | 35 | 39 | 0.0% |
| Q2 2023 | 105 | $301.9M | 11,137,642 | 10 | 39 | 36 | 0.0% |
| Q1 2023 | 103 | $308.2M | 10,418,577 | 8 | 38 | 28 | 0.0% |
| Q4 2022 | 109 | $313.0M | 8,417,138 | 15 | 37 | 30 | 0.0% |
| Q3 2022 | 126 | $441.6M | 13,107,436 | 12 | 34 | 43 | 0.0% |
| Q2 2022 | 125 | $398.7M | 13,409,225 | 14 | 30 | 50 | 0.0% |
| Q1 2022 | 121 | $466.5M | 13,416,733 | 15 | 31 | 47 | 0.0% |
| Q4 2021 | 110 | $472.3M | 13,345,869 | 8 | 42 | 25 | 0.0% |
| Q3 2021 | 106 | $439.7M | 13,181,663 | 5 | 29 | 37 | 0.0% |
| Q2 2021 | 109 | $412.2M | 13,258,338 | 6 | 33 | 42 | 0.0% |
| Q1 2021 | 109 | $407.5M | 13,190,947 | 6 | 29 | 48 | 0.0% |
| Q4 2020 | 112 | $301.5M | 13,213,045 | 11 | 32 | 40 | 0.0% |
| Q3 2020 | 106 | $192.5M | 12,700,429 | 7 | 30 | 45 | 0.0% |
| Q2 2020 | 114 | $243.0M | 12,995,363 | 11 | 43 | 37 | 0.0% |
| Q1 2020 | 114 | $235.3M | 12,630,909 | 10 | 43 | 36 | 3.8% |
| Q4 2019 | 122 | $445.6M | 14,372,085 | 13 | 46 | 33 | 0.3% |
| Q3 2019 | 113 | $381.4M | 13,548,777 | 5 | 38 | 36 | 0.4% |
| Q2 2019 | 118 | $398.2M | 14,136,284 | 13 | 42 | 31 | 0.2% |
| Q1 2019 | 117 | $365.0M | 13,919,154 | 12 | 40 | 34 | 0.0% |
| Q4 2018 | 122 | $359.6M | 14,285,006 | 5 | 0 | 4 | 0.0% |