PALOMAR HLDGS INC (PLMR)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
321
Reporting holders
$3.0B
Reported value
90.9%
Of shares outstanding
0.2%
Held as options
+1
Holder change
Institutions report 23,924,217 shares against 26,317,683 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. | $556.3M | 4,401,832 | 0.01% | 8q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $156.1M | 1,234,699 | 0.01% | 2q | +1.3%+$2.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $150.7M | 1,192,254 | 0.00% | 2q | -0.5%-$794.1K |
| STATE STREET CORP | $141.9M | 1,122,717 | 0.00% | 29q | +5.7%+$7.6M |
| Jupiter Topco LLC | $132.2M | 1,045,459 | 0.05% | new | FIRST |
| AMERICAN CENTURY COMPANIES INC | $97.0M | 767,319 | 0.04% | 16q | +31.0%+$23.0M |
| Stephens Investment Management Group LLC | $92.6M | 732,301 | 0.99% | 28q | +2.4%+$2.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $90.5M | 715,901 | 0.00% | 29q | +4.8%+$4.2M |
| Sumitomo Mitsui Trust Group, Inc. | $90.1M | 713,127 | 0.05% | 26q | HELD |
| Hood River Capital Management LLC | $86.2M | 682,283 | 0.63% | 2q | +60.1%+$32.4M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $84.5M | 668,854 | 0.28% | 29q | -21.7%-$23.4M |
| DIMENSIONAL FUND ADVISORS LP | $83.8M | 662,894 | 0.02% | 25q | +1.5%+$1.2M |
| Freestone Grove Partners LP | $78.7M | 622,335 | 0.50% | 7q | +30.6%+$18.4M |
| CITADEL ADVISORS LLC | $51.5M | 391,299 | 0.01% | 26q | +25.1%+$10.3M |
| Artemis Investment Management LLP | $42.2M | 333,968 | 0.38% | 10q | +21.6%+$7.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $41.2M | 325,715 | 0.04% | 27q | +1.6%+$665.4K |
| Point72 Asset Management, L.P. | $39.4M | 311,367 | 0.04% | 4q | +109.6%+$20.6M |
| NORTHERN TRUST CORP | $38.8M | 306,783 | 0.00% | 29q | +6.6%+$2.4M |
| FEDERATED HERMES, INC. | $38.2M | 302,615 | 0.05% | 28q | -2.0%-$775.8K |
| Champlain Investment Partners, LLC | $34.4M | 272,480 | 0.88% | 28q | -16.7%-$6.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.9M | 260,015 | 0.00% | 29q | +1.6%+$508.2K |
| Sixth Street Partners Management Company, L.P. | $32.9M | 260,015 | 0.00% | new | NEW |
| EMERALD ADVISERS, LLC | $31.4M | 248,267 | 0.74% | 28q | -16.8%-$6.3M |
| Bank of New York Mellon Corp | $31.0M | 245,001 | 0.01% | 29q | +65.0%+$12.2M |
| VILLERE ST DENIS J & CO LLC | $27.3M | 216,269 | 3.26% | 23q | -12.3%-$3.8M |
| MORGAN STANLEY | $25.8M | 204,213 | 0.00% | 29q | -2.4%-$636.8K |
| Empowered Funds, LLC | $24.7M | 195,356 | 0.13% | 2q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $24.1M | 190,471 | 0.01% | 2q | +3.4%+$798.8K |
| Public Sector Pension Investment Board | $23.0M | 182,108 | 0.03% | 25q | +92.0%+$11.0M |
| ATLAS CAPITAL ADVISORS INC. | $21.7M | 181,634 | 1.21% | 22q | HELD |
| Clark Capital Management Group, Inc. | $21.5M | 169,991 | 0.12% | 6q | +8.1%+$1.6M |
| GENEVA CAPITAL MANAGEMENT LLC | $21.2M | 168,074 | 0.49% | 25q | -21.7%-$5.9M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $20.7M | 163,622 | 0.73% | 28q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $20.2M | 159,522 | 0.01% | 10q | +54.7%+$7.1M |
| GOLDMAN SACHS GROUP INC | $20.0M | 158,091 | 0.00% | 28q | -47.6%-$18.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $19.4M | 153,552 | 0.02% | 3q | -4.4%-$900.5K |
| Nuveen, LLC | $19.3M | 152,575 | 0.00% | 6q | +5.0%+$910.4K |
| DANSKE BANK A/S | $17.4M | 137,878 | 0.03% | 10q | -28.8%-$7.1M |
| PRINCIPAL FINANCIAL GROUP INC | $16.4M | 129,567 | 0.01% | 25q | HELD |
| BLAIR WILLIAM & CO/IL | $15.6M | 123,271 | 0.04% | 29q | +21.5%+$2.8M |
| SEI INVESTMENTS CO | $15.2M | 120,286 | 0.01% | 28q | +29.1%+$3.4M |
| BANK OF AMERICA CORP /DE/ | $14.0M | 110,897 | 0.00% | 29q | -24.3%-$4.5M |
| BARCLAYS PLC | $13.8M | 108,921 | 0.00% | 29q | -5.8%-$848.1K |
| JPMORGAN CHASE & CO | $11.8M | 92,387 | 0.00% | 29q | +19.4%+$1.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | $10.4M | 82,636 | 0.02% | 29q | -8.4%-$959.2K |
| Invesco Ltd. | $10.1M | 80,180 | 0.00% | 28q | -83.9%-$53.0M |
| AustralianSuper Pty Ltd | $10.0M | 79,418 | 0.04% | 5q | HELD |
| Qube Research & Technologies Ltd | $9.8M | 77,764 | 0.01% | 12q | -67.7%-$20.6M |
| D. E. Shaw & Co., Inc. | $9.4M | 63,257 | 0.00% | new | NEW |
| RENAISSANCE GROUP LLC | $9.4M | 74,735 | 0.38% | 10q | -16.5%-$1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.1M | 71,782 | 0.00% | 26q | +5.1%+$437.3K |
| ENVESTNET ASSET MANAGEMENT INC | $8.9M | 70,623 | 0.00% | 25q | +85.7%+$4.1M |
| VICTORY CAPITAL MANAGEMENT INC | $8.9M | 70,545 | 0.00% | 26q | +11.8%+$940.0K |
| Waverly Advisors, LLC | $8.6M | 68,424 | 0.05% | 6q | -3.0%-$266.3K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $8.6M | 68,357 | 0.28% | 28q | -4.8%-$438.4K |
| UBS Group AG | $8.2M | 65,036 | 0.00% | 16q | -25.0%-$2.7M |
| Legal & General Group Plc | $7.8M | 61,942 | 0.00% | 29q | HELD |
| RHUMBLINE ADVISERS | $7.8M | 61,704 | 0.01% | 27q | -12.0%-$1.1M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $7.7M | 60,763 | 0.03% | 28q | -2.6%-$204.8K |
| Cerity Partners LLC | $7.3M | 57,799 | 0.01% | 7q | +3.5%+$247.2K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $7.2M | 56,709 | 0.03% | 14q | +21.8%+$1.3M |
| ALLIANCEBERNSTEIN L.P. | $7.1M | 59,321 | 0.00% | 28q | +19.0%+$1.1M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7.0M | 55,047 | 0.02% | 11q | +635.6%+$6.0M |
| Swiss National Bank | $6.8M | 53,600 | 0.00% | 27q | +2.1%+$139.0K |
| Emerald Investment Advisers, LLC | $6.2M | 48,821 | 0.41% | 2q | +4.6%+$270.3K |
| DEUTSCHE BANK AG\ | $6.1M | 48,512 | 0.00% | 29q | +40.3%+$1.8M |
| FIRST TRUST ADVISORS LP | $5.9M | 46,710 | 0.00% | 15q | -13.6%-$932.5K |
| AMERIPRISE FINANCIAL INC | $5.4M | 42,763 | 0.00% | 29q | -65.4%-$10.2M |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $5.3M | 41,618 | 0.11% | 29q | -35.8%-$2.9M |
| OAK RIDGE INVESTMENTS LLC | $5.0M | 39,753 | 0.28% | 25q | +2.1%+$104.9K |
| Corient Private Wealth LP | $4.9M | 38,684 | 0.00% | 2q | +230.6%+$3.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $4.8M | 38,118 | 0.01% | 4q | +104.6%+$2.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.6M | 36,073 | 0.00% | 29q | -43.8%-$3.5M |
| Quantinno Capital Management LP | $4.5M | 35,262 | 0.01% | 6q | +51.2%+$1.5M |
| TRILLIUM ASSET MANAGEMENT, LLC | $4.4M | 34,537 | 0.13% | 7q | +49.0%+$1.4M |
| AQR CAPITAL MANAGEMENT LLC | $4.3M | 33,650 | 0.00% | 14q | +59.2%+$1.6M |
| WELLS FARGO & COMPANY/MN | $4.1M | 32,675 | 0.00% | 29q | +7.2%+$278.4K |
| PRUDENTIAL FINANCIAL INC | $3.8M | 29,761 | 0.00% | 25q | -25.8%-$1.3M |
| Engineers Gate Manager LP | $3.4M | 26,633 | 0.04% | 2q | -13.4%-$520.7K |
| CONNORS INVESTOR SERVICES INC | $3.3M | 26,276 | 0.29% | 2q | +57.8%+$1.2M |
| Conestoga Capital Advisors, LLC | $3.3M | 25,960 | 0.07% | 26q | +25.8%+$673.0K |
| SCHOLTZ & COMPANY, LLC | $3.3M | 25,756 | 1.63% | 6q | -4.0%-$135.0K |
| ExodusPoint Capital Management, LP | $3.2M | 25,698 | 0.02% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.2M | 25,549 | 0.00% | 2q | +7.1%+$213.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 10,744 | 0.00% | 27q | +17.3%+$438.4K |
| Louisiana State Employees Retirement System | $2.9M | 23,400 | 0.02% | 25q | +98.3%+$1.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.8M | 22,360 | 0.00% | 3q | -3.7%-$108.4K |
| XTX Topco Ltd | $2.8M | 21,900 | 0.04% | 2q | +215.5%+$1.9M |
| OSSIAM | $2.6M | 20,200 | 0.03% | 4q | HELD |
| Riverwater Partners LLC | $2.4M | 19,194 | 0.72% | 8q | +1.5%+$36.8K |
| LPL Financial LLC | $2.4M | 19,078 | 0.00% | 8q | +62.8%+$930.0K |
| CITIGROUP INC | $2.1M | 16,968 | 0.00% | 29q | +219.5%+$1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.1M | 16,871 | 0.00% | 7q | +31.2%+$507.0K |
| Tidal Investments LLC | $2.1M | 16,583 | 0.00% | 7q | +41.3%+$612.6K |
| Moran Wealth Management, LLC | $2.1M | 16,473 | 0.06% | 3q | -6.9%-$154.2K |
| Future Fund LLC | $2.1M | 16,247 | 0.59% | 5q | +6.3%+$121.3K |
| Creative Planning | $2.0M | 16,168 | 0.00% | 10q | -13.4%-$315.7K |
| MetLife Investment Management, LLC | $2.0M | 15,471 | 0.01% | 27q | +7.8%+$142.2K |
| STIFEL FINANCIAL CORP | $1.9M | 15,258 | 0.00% | 24q | -18.3%-$432.9K |
| One Capital Management, LLC | $1.8M | 15,300 | 0.05% | 5q | HELD |
Showing the largest 100 of 344 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 | 321 | $3.0B | 23,924,217 | 45 | 114 | 103 | 0.2% |
| Q1 2026 | 320 | $2.9B | 23,845,060 | 46 | 115 | 95 | 0.1% |
| Q4 2025 | 313 | $3.1B | 22,936,921 | 49 | 116 | 100 | 0.1% |
| Q3 2025 | 315 | $2.6B | 22,586,913 | 44 | 106 | 117 | 0.3% |
| Q2 2025 | 351 | $3.6B | 23,385,693 | 75 | 121 | 116 | 0.5% |
| Q1 2025 | 311 | $3.2B | 23,443,853 | 72 | 105 | 96 | 0.3% |
| Q4 2024 | 256 | $2.5B | 23,399,442 | 32 | 97 | 76 | 0.2% |
| Q3 2024 | 245 | $2.2B | 23,333,721 | 58 | 88 | 56 | 0.2% |
| Q2 2024 | 204 | $1.8B | 21,908,102 | 33 | 74 | 63 | 0.2% |
| Q1 2024 | 190 | $1.9B | 22,074,522 | 36 | 61 | 65 | 0.3% |
| Q4 2023 | 175 | $1.3B | 22,491,129 | 26 | 58 | 61 | 0.3% |
| Q3 2023 | 153 | $1.1B | 21,361,665 | 13 | 55 | 57 | 0.3% |
| Q2 2023 | 154 | $1.2B | 20,822,711 | 14 | 56 | 57 | 0.2% |
| Q1 2023 | 148 | $1.1B | 20,181,988 | 15 | 67 | 49 | 0.2% |
| Q4 2022 | 144 | $819.6M | 18,206,146 | 25 | 54 | 48 | 0.1% |
| Q3 2022 | 181 | $2.0B | 23,199,845 | 31 | 68 | 52 | 0.2% |
| Q2 2022 | 167 | $1.4B | 22,214,193 | 19 | 62 | 64 | 0.2% |
| Q1 2022 | 171 | $1.4B | 22,296,840 | 30 | 66 | 50 | 0.3% |
| Q4 2021 | 157 | $1.4B | 22,575,243 | 15 | 56 | 54 | 0.1% |
| Q3 2021 | 160 | $1.8B | 22,670,949 | 15 | 67 | 41 | 0.2% |
| Q2 2021 | 153 | $1.8B | 23,133,338 | 12 | 61 | 51 | 0.4% |
| Q1 2021 | 176 | $1.6B | 22,965,374 | 21 | 51 | 77 | 0.5% |
| Q4 2020 | 195 | $2.1B | 23,759,743 | 34 | 71 | 61 | 1.4% |
| Q3 2020 | 196 | $2.4B | 23,344,679 | 37 | 64 | 75 | 0.3% |
| Q2 2020 | 186 | $2.0B | 23,150,265 | 74 | 60 | 43 | 0.4% |
| Q1 2020 | 120 | $1.1B | 19,401,014 | 31 | 57 | 22 | 0.4% |
| Q4 2019 | 102 | $695.2M | 13,689,799 | 23 | 41 | 31 | 0.2% |
| Q3 2019 | 98 | $512.1M | 12,930,039 | 39 | 33 | 18 | 0.0% |
| Q2 2019 | 65 | $154.5M | 6,209,773 | 64 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $8.6M | 114,273 | 1 | 0 | 0 | 0.0% |