PHINIA INC (PHIN)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
362
Reporting holders
$2.9B
Reported value
96.4%
Of shares outstanding
0.1%
Held as options
+5
Holder change
Institutions report 35,326,262 shares against 36,638,088 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
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. | $477.3M | 5,794,628 | 0.01% | 8q | +1.0%+$4.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $209.1M | 2,538,124 | 0.01% | 2q | +1.0%+$2.1M |
| DIMENSIONAL FUND ADVISORS LP | $194.5M | 2,361,225 | 0.04% | 12q | +1.1%+$2.0M |
| FMR LLC | $187.6M | 2,276,933 | 0.01% | 12q | +13.0%+$21.6M |
| AMERICAN CENTURY COMPANIES INC | $149.7M | 1,817,953 | 0.07% | 12q | +9.3%+$12.7M |
| STATE STREET CORP | $132.1M | 1,603,644 | 0.00% | 12q | +5.3%+$6.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $132.1M | 1,603,382 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $100.9M | 1,225,366 | 0.01% | 12q | +4.7%+$4.6M |
| Invesco Ltd. | $86.9M | 1,055,326 | 0.01% | 12q | +4.0%+$3.4M |
| GOLDMAN SACHS GROUP INC | $72.4M | 878,570 | 0.01% | 12q | +0.8%+$560.9K |
| VICTORY CAPITAL MANAGEMENT INC | $63.6M | 772,668 | 0.04% | 12q | -3.3%-$2.2M |
| MORGAN STANLEY | $52.8M | 640,461 | 0.00% | 12q | +15.0%+$6.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50.8M | 617,110 | 0.01% | 12q | -10.1%-$5.7M |
| Sixth Street Partners Management Company, L.P. | $50.8M | 617,110 | 0.01% | new | NEW |
| ION Fund Management Ltd | $45.1M | 547,684 | 2.86% | 3q | +7.4%+$3.1M |
| NORTHERN TRUST CORP | $38.7M | 470,411 | 0.00% | 12q | +3.7%+$1.4M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $35.1M | 426,553 | 0.09% | 10q | +24.9%+$7.0M |
| UBS Group AG | $32.5M | 394,129 | 0.00% | 12q | -10.5%-$3.8M |
| Prevatt Capital Ltd | $31.3M | 380,000 | 6.79% | 3q | HELD |
| Bank of New York Mellon Corp | $30.4M | 368,771 | 0.00% | 12q | -3.7%-$1.2M |
| Public Sector Pension Investment Board | $28.0M | 339,346 | 0.04% | 12q | +85.6%+$12.9M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $26.5M | 322,014 | 0.47% | 8q | -3.5%-$962.3K |
| WELLINGTON MANAGEMENT GROUP LLP | $24.6M | 298,734 | 0.00% | 12q | +1.5%+$352.0K |
| Medina Value Partners, LLC | $24.6M | 298,155 | 4.81% | 10q | +13.2%+$2.9M |
| Freestone Grove Partners LP | $22.5M | 273,442 | 0.14% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $21.1M | 256,156 | 0.00% | 2q | +4.5%+$913.0K |
| HEARTLAND ADVISORS INC | $20.8M | 252,333 | 0.93% | 5q | -1.9%-$411.8K |
| Voss Capital, LP | $20.0M | 243,317 | 0.93% | 10q | -73.6%-$55.7M |
| JPMORGAN CHASE & CO | $18.4M | 224,924 | 0.00% | 12q | -14.4%-$3.1M |
| PRINCIPAL FINANCIAL GROUP INC | $17.1M | 207,915 | 0.01% | 12q | -0.9%-$158.8K |
| BANYAN CAPITAL MANAGEMENT, INC. | $15.6M | 189,567 | 6.79% | 12q | -25.8%-$5.4M |
| Empowered Funds, LLC | $15.5M | 187,685 | 0.08% | 8q | +1.8%+$273.2K |
| Engine Capital Management, LP | $14.1M | 170,622 | 1.37% | 10q | HELD |
| STOREBRAND ASSET MANAGEMENT AS | $14.0M | 169,590 | 0.03% | 3q | -1.0%-$137.3K |
| Russell Investments Group, Ltd. | $13.8M | 168,106 | 0.01% | 12q | -5.4%-$792.3K |
| KESTREL INVESTMENT MANAGEMENT CORP | $13.5M | 163,500 | 7.33% | 12q | HELD |
| Qube Research & Technologies Ltd | $12.9M | 156,421 | 0.01% | 10q | -62.8%-$21.7M |
| Hillsdale Investment Management Inc. | $12.8M | 155,920 | 0.29% | 3q | +9.7%+$1.1M |
| SEI INVESTMENTS CO | $12.7M | 154,339 | 0.01% | 12q | -15.1%-$2.3M |
| Gotham Asset Management, LLC | $11.7M | 142,284 | 0.03% | 11q | +6.3%+$691.7K |
| CITADEL ADVISORS LLC | $11.4M | 124,334 | 0.00% | 12q | +5.7%+$619.1K |
| AMERIPRISE FINANCIAL INC | $11.1M | 135,159 | 0.00% | 12q | -52.7%-$12.4M |
| Ancora Advisors LLC | $11.0M | 133,860 | 0.21% | 12q | -2.8%-$320.7K |
| BANK OF AMERICA CORP /DE/ | $10.9M | 131,763 | 0.00% | 12q | -43.9%-$8.5M |
| Cambria Investment Management, L.P. | $10.8M | 130,721 | 0.53% | 3q | +783.8%+$9.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $10.6M | 128,872 | 0.02% | 7q | +3.3%+$339.2K |
| FIRST TRUST ADVISORS LP | $10.5M | 127,524 | 0.01% | 10q | +20.7%+$1.8M |
| PRUDENTIAL FINANCIAL INC | $9.9M | 120,217 | 0.01% | 12q | +3.2%+$305.3K |
| ARIEL INVESTMENTS, LLC | $9.3M | 113,193 | 0.09% | 12q | -14.6%-$1.6M |
| Nuveen, LLC | $8.5M | 103,447 | 0.00% | 6q | -7.9%-$734.1K |
| RHUMBLINE ADVISERS | $8.3M | 100,862 | 0.01% | 12q | -12.7%-$1.2M |
| FEDERATED HERMES, INC. | $7.6M | 92,282 | 0.01% | 12q | -1.6%-$119.9K |
| Legal & General Group Plc | $7.3M | 88,678 | 0.00% | 12q | -2.3%-$175.2K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $7.2M | 87,396 | 0.23% | 12q | -8.0%-$624.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.0M | 84,888 | 0.00% | 4q | -83.5%-$35.3M |
| TWO SIGMA INVESTMENTS, LP | $6.6M | 79,857 | 0.00% | 4q | -35.2%-$3.6M |
| Swiss National Bank | $6.3M | 76,016 | 0.00% | 12q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.1M | 73,490 | 0.00% | 12q | -1.6%-$98.5K |
| Creative Planning | $5.7M | 69,713 | 0.00% | 8q | +31.9%+$1.4M |
| Swedbank AB | $5.5M | 66,752 | 0.00% | 11q | HELD |
| TUDOR INVESTMENT CORP ET AL | $5.5M | 66,618 | 0.01% | 2q | +161.4%+$3.4M |
| CAPITAL FUND MANAGEMENT S.A. | $5.1M | 62,450 | 0.02% | 6q | +55.2%+$1.8M |
| GFS Advisors, LLC | $4.9M | 11,532 | 0.26% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $4.9M | 59,326 | 0.00% | 12q | -16.9%-$997.3K |
| BARCLAYS PLC | $4.8M | 58,380 | 0.00% | 12q | -19.0%-$1.1M |
| GAMCO INVESTORS, INC. ET AL | $4.5M | 54,940 | 0.04% | 12q | -0.9%-$42.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.3M | 52,628 | 0.02% | 12q | -20.6%-$1.1M |
| HANCOCK WHITNEY CORP | $4.3M | 51,677 | 0.07% | 10q | -1.6%-$68.9K |
| GREAT LAKES ADVISORS, LLC | $4.0M | 48,494 | 0.03% | 12q | -22.4%-$1.2M |
| ALLIANCEBERNSTEIN L.P. | $3.9M | 57,033 | 0.00% | 12q | +8.1%+$291.1K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $3.8M | 47,299 | 0.00% | 4q | -48.9%-$3.7M |
| CWA Asset Management Group, LLC | $3.8M | 46,410 | 0.12% | 8q | +9.3%+$323.7K |
| WELLS FARGO & COMPANY/MN | $3.7M | 45,328 | 0.00% | 12q | -15.8%-$701.6K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3.6M | 43,395 | 0.02% | 6q | -47.4%-$3.2M |
| ALGERT GLOBAL LLC | $3.5M | 42,830 | 0.04% | 10q | -6.4%-$241.3K |
| Ballast Asset Management, LP | $3.4M | 41,737 | 1.37% | 12q | -1.0%-$33.8K |
| Steigerwald, Gordon & Koch Inc. | $3.4M | 41,159 | 0.34% | 12q | -1.1%-$37.8K |
| RITHOLTZ WEALTH MANAGEMENT | $3.4M | 40,696 | 0.02% | 8q | +98.9%+$1.7M |
| ROYCE & ASSOCIATES LP | $3.3M | 40,124 | 0.03% | 8q | -1.9%-$63.8K |
| DEUTSCHE BANK AG\ | $3.3M | 40,114 | 0.00% | 12q | +17.0%+$479.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.2M | 39,328 | 0.00% | 2q | +17.5%+$483.6K |
| GABELLI FUNDS LLC | $3.2M | 38,500 | 0.02% | 12q | HELD |
| Knights of Columbus Asset Advisors LLC | $3.1M | 37,968 | 0.16% | 9q | -21.7%-$865.5K |
| Hudson Bay Capital Management LP | $3.0M | 36,103 | 0.01% | 12q | -52.5%-$3.3M |
| XTX Topco Ltd | $2.7M | 32,588 | 0.03% | 3q | +133.3%+$1.5M |
| CAXTON ASSOCIATES LLP | $2.6M | 31,940 | 0.05% | 4q | -25.2%-$888.7K |
| INTECH INVESTMENT MANAGEMENT LLC | $2.6M | 31,773 | 0.02% | 8q | -49.8%-$2.6M |
| Vanguard Global Advisers, LLC | $2.5M | 30,181 | 0.00% | 2q | -9.5%-$262.3K |
| Louisiana State Employees Retirement System | $2.5M | 33,000 | 0.02% | 12q | +96.4%+$1.2M |
| Y-Intercept (Hong Kong) Ltd | $2.4M | 29,184 | 0.05% | 6q | -15.1%-$428.7K |
| Quantinno Capital Management LP | $2.4M | 29,034 | 0.00% | 10q | +15.4%+$318.7K |
| MILLENNIUM MANAGEMENT LLC | $2.3M | 27,922 | 0.00% | 12q | +325.5%+$1.8M |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.2M | 26,676 | 0.00% | 9q | +41.7%+$646.2K |
| VOYA INVESTMENT MANAGEMENT LLC | $2.1M | 25,127 | 0.00% | 12q | +289.0%+$1.5M |
| CITIGROUP INC | $1.9M | 23,177 | 0.00% | 12q | +127.7%+$1.1M |
| Elo Mutual Pension Insurance Co | $1.9M | 23,076 | 0.02% | 4q | +38.5%+$528.0K |
| OSAIC HOLDINGS, INC. | $1.9M | 22,884 | 0.00% | 12q | +677.0%+$1.6M |
| Turas Capital Management LP | $1.8M | 21,945 | 0.83% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $1.8M | 21,745 | 0.00% | 9q | +63.5%+$695.4K |
| MetLife Investment Management, LLC | $1.8M | 21,721 | 0.01% | 12q | +3.6%+$61.8K |
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 |
|---|---|---|---|
| 2026-07-14 | 13G/A | Dimensional Fund Advisors LP | 6.4% |
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 | 362 | $2.9B | 35,326,262 | 47 | 102 | 106 | 0.1% |
| Q1 2026 | 357 | $2.5B | 36,154,038 | 47 | 92 | 124 | 0.0% |
| Q4 2025 | 340 | $2.3B | 36,931,024 | 42 | 86 | 114 | 0.3% |
| Q3 2025 | 327 | $2.1B | 36,844,076 | 58 | 80 | 106 | 0.2% |
| Q2 2025 | 302 | $1.7B | 37,825,726 | 37 | 85 | 102 | 0.2% |
| Q1 2025 | 305 | $1.6B | 37,425,498 | 35 | 105 | 87 | 0.3% |
| Q4 2024 | 306 | $1.9B | 40,236,807 | 26 | 76 | 97 | 0.2% |
| Q3 2024 | 309 | $1.9B | 41,868,078 | 47 | 74 | 103 | 0.3% |
| Q2 2024 | 310 | $1.6B | 40,164,779 | 49 | 96 | 85 | 0.4% |
| Q1 2024 | 307 | $1.6B | 39,577,477 | 72 | 78 | 92 | 2.0% |
| Q4 2023 | 271 | $1.2B | 38,305,925 | 48 | 63 | 100 | 0.9% |
| Q3 2023 | 255 | $1.0B | 37,590,134 | 252 | 0 | 1 | 0.7% |
| Q2 2023 | 3 | $969.7K | 32,464 | 3 | 0 | 0 | 0.0% |