HolderBook

PHINIA INC (PHIN)

Institutional ownership reported to the SEC as of Q3 2026, across 14 quarters.

9
Reporting holders
$371.8K
Reported value
0.0%
Calls
0.0%
Puts
-382
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$107.4K1,8080.00%12q+327.4%+$82.3K
GAMMA Investing LLC$99.2K1,6700.00%12q+2.3%+$2.2K
Central Pacific Bank - Trust Division$59.4K1,0000.01%11qHELD
MassMutual Private Wealth & Trust, FSB$35.5K5980.00%13q-7.3%-$2.8K
Versant Capital Management, Inc$27.8K4680.00%11qHELD
Rosenberg Matthew Hamilton$18.4K3100.00%11qHELD
Grove Bank & Trust$12.0K2020.00%13qHELD
Olistico Wealth, LLC$11.4K1920.00%4q-9.4%-$1.2K
GILPIN WEALTH MANAGEMENT, LLC$53590.00%4qHELD
CX Institutional$396550.00%7qHELD

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 →

FiledFormFiler % of class
2026-07-1413G/ADimensional Fund Advisors LP6.4%

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

DateInsiderRoleSideSharesValue
2026-08-31Ericson Brady DPresident and CEOSold27,860$1.9M ×2
2026-09-09Gropp Chris PSenior Vice President and CFOSold13,500$900.5K
2026-09-15Boyle RobertSVP, GC and SecretarySold7,500$465.9K
2026-09-11Anderson Todd LVP and Chief Tech. OfficerSold3,056$202.9K
2026-06-10Pombier SamanthaVice President and ControllerSold2,227$183.4K
2026-09-09Gustanski ChristopherVP, Operational ExcellenceSold2,097$140.4K
2026-06-10Coetzee MichaelVP and GM Fuel Syst. AmericasSold1,250$100.8K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20269$371.8K6,2570220.0%
Q2 2026391$3.3B40,233,245501121150.1%
Q1 2026384$2.6B38,358,534501031310.0%
Q4 2025368$2.4B38,871,63843941270.2%
Q3 2025356$2.2B38,796,33459911130.2%
Q2 2025333$1.8B39,764,21239941170.2%
Q1 2025334$1.7B39,186,10440110980.3%
Q4 2024333$2.0B41,745,12629831070.2%
Q3 2024338$2.0B43,306,34350871100.3%
Q2 2024341$1.6B41,626,63352105940.4%
Q1 2024349$1.7B43,855,85379881121.8%
Q4 2023310$1.3B43,013,42453741170.8%
Q3 2023303$1.1B42,358,999301010.6%
Q2 20233$969.7K32,4643000.0%