PRIMERICA INC (PRI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
493
Reporting holders
$8.2B
Reported value
93.6%
Of shares outstanding
0.1%
Held as options
+17
Holder change
Institutions report 28,797,388 shares against 30,777,350 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. | $848.2M | 2,984,379 | 0.01% | 8q | HELD |
| FMR LLC | $802.2M | 2,822,574 | 0.03% | 31q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $786.8M | 2,768,511 | 2.44% | 31q | -9.9%-$86.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $521.9M | 1,836,444 | 0.02% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $402.1M | 1,414,985 | 0.01% | 2q | -1.2%-$5.1M |
| STATE STREET CORP | $295.9M | 1,041,286 | 0.01% | 31q | +3.8%+$10.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $257.5M | 905,865 | 0.01% | 31q | +4.1%+$10.1M |
| Brave Warrior Advisors, LLC | $246.1M | 865,863 | 5.36% | 31q | -1.5%-$3.8M |
| BANK OF MONTREAL /CAN/ | $213.2M | 750,249 | 0.07% | 31q | -40.3%-$144.1M |
| BAMCO INC /NY/ | $190.8M | 671,453 | 0.29% | 31q | -21.9%-$53.6M |
| DIMENSIONAL FUND ADVISORS LP | $187.8M | 660,719 | 0.03% | 31q | +1.6%+$2.9M |
| FIDUCIARY MANAGEMENT INC /WI/ | $151.8M | 534,226 | 2.16% | 24q | -22.8%-$44.8M |
| FIRST TRUST ADVISORS LP | $150.2M | 528,663 | 0.09% | 12q | HELD |
| LYRICAL ASSET MANAGEMENT LP | $137.8M | 484,835 | 1.75% | 15q | -4.2%-$6.0M |
| AGF MANAGEMENT LTD | $122.0M | 429,312 | 0.47% | 15q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $113.6M | 399,554 | 0.04% | 31q | +50.9%+$38.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $106.0M | 372,901 | 0.29% | 31q | +16.8%+$15.2M |
| Invesco Ltd. | $99.6M | 350,601 | 0.01% | 31q | -2.0%-$2.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91.1M | 320,724 | 0.01% | 31q | -1.8%-$1.6M |
| Sixth Street Partners Management Company, L.P. | $91.1M | 320,724 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $83.2M | 292,727 | 0.01% | 31q | HELD |
| Bank of New York Mellon Corp | $79.0M | 278,128 | 0.01% | 31q | -11.5%-$10.2M |
| Life Cycle Investment Partners Ltd | $75.0M | 263,891 | 0.35% | 3q | +7.6%+$5.3M |
| WELLS FARGO & COMPANY/MN | $74.3M | 261,568 | 0.01% | 31q | -53.3%-$84.9M |
| MORGAN STANLEY | $72.1M | 253,857 | 0.00% | 35q | +18.2%+$11.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $69.4M | 244,042 | 0.03% | 3q | +348.5%+$53.9M |
| NORDEA INVESTMENT MANAGEMENT AB | $62.9M | 219,344 | 0.05% | 4q | +1.3%+$826.1K |
| Quantum Capital Management, LLC / NJ | $61.1M | 214,890 | 7.66% | 31q | -14.4%-$10.2M |
| VANGUARD FIDUCIARY TRUST CO | $56.1M | 197,423 | 0.01% | 2q | HELD |
| AMERICAN CENTURY COMPANIES INC | $53.8M | 189,267 | 0.02% | 25q | +36.5%+$14.4M |
| FIL Ltd | $53.5M | 188,233 | 0.04% | 9q | +3.2%+$1.7M |
| Quantinno Capital Management LP | $49.2M | 173,034 | 0.06% | 13q | +40.7%+$14.2M |
| GOLDMAN SACHS GROUP INC | $48.6M | 170,982 | 0.00% | 31q | +19.9%+$8.1M |
| Qube Research & Technologies Ltd | $46.1M | 162,284 | 0.04% | 12q | +353.5%+$36.0M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $40.1M | 141,170 | 0.07% | 32q | -10.4%-$4.6M |
| ACADEMY CAPITAL MANAGEMENT | $36.9M | 129,764 | 4.88% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $34.7M | 121,942 | 0.01% | 7q | -9.5%-$3.7M |
| PhiloSmith Capital Corp | $33.4M | 117,600 | 9.08% | 20q | -0.5%-$170.5K |
| MILLENNIUM MANAGEMENT LLC | $31.8M | 111,941 | 0.01% | 29q | -35.2%-$17.3M |
| JPMORGAN CHASE & CO | $31.1M | 106,968 | 0.00% | 31q | -5.2%-$1.7M |
| Arbejdsmarkedets Tillaegspension | $30.1M | 105,880 | 0.65% | 3q | +4.9%+$1.4M |
| Nuveen, LLC | $29.4M | 103,403 | 0.01% | 6q | -6.7%-$2.1M |
| Public Sector Pension Investment Board | $27.2M | 95,846 | 0.04% | 6q | +89.9%+$12.9M |
| MACKENZIE FINANCIAL CORP | $27.0M | 95,146 | 0.03% | 2q | +87.2%+$12.6M |
| ProShare Advisors LLC | $27.0M | 95,086 | 0.04% | 31q | -4.1%-$1.2M |
| EULAV Asset Management | $27.0M | 94,956 | 0.86% | 31q | +22.9%+$5.0M |
| BANK OF AMERICA CORP /DE/ | $26.8M | 94,189 | 0.00% | 31q | +109.3%+$14.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $26.5M | 93,371 | 0.00% | 31q | -33.9%-$13.6M |
| RHUMBLINE ADVISERS | $25.3M | 89,038 | 0.02% | 31q | -2.8%-$722.4K |
| ENVESTNET ASSET MANAGEMENT INC | $24.7M | 86,893 | 0.01% | 31q | -4.9%-$1.3M |
| RENAISSANCE TECHNOLOGIES LLC | $24.7M | 86,740 | 0.03% | 2q | +64.2%+$9.6M |
| Copeland Capital Management, LLC | $24.5M | 86,226 | 0.50% | 5q | -4.9%-$1.3M |
| JONES FINANCIAL COMPANIES LLLP | $22.4M | 78,841 | 0.01% | 11q | +5.6%+$1.2M |
| UBS Group AG | $21.7M | 76,222 | 0.00% | 31q | +2.5%+$538.0K |
| PRINCIPAL FINANCIAL GROUP INC | $20.1M | 70,813 | 0.01% | 31q | -0.6%-$121.6K |
| SEI INVESTMENTS CO | $18.3M | 64,515 | 0.02% | 31q | -1.1%-$195.0K |
| VICTORY CAPITAL MANAGEMENT INC | $18.0M | 63,474 | 0.01% | 31q | +3.4%+$600.8K |
| Swiss National Bank | $17.9M | 63,020 | 0.01% | 31q | HELD |
| WCM INVESTMENT MANAGEMENT, LLC | $17.6M | 61,372 | 0.03% | 30q | -1.0%-$183.4K |
| ALPS ADVISORS INC | $17.5M | 61,605 | 0.08% | 4q | -7.3%-$1.4M |
| Gotham Asset Management, LLC | $17.2M | 60,658 | 0.04% | 14q | +22.1%+$3.1M |
| California Public Employees Retirement System | $17.0M | 59,947 | 0.01% | 31q | -21.7%-$4.7M |
| Aptus Capital Advisors, LLC | $14.9M | 52,406 | 0.10% | 25q | +0.6%+$85.5K |
| AMERIPRISE FINANCIAL INC | $14.6M | 51,194 | 0.00% | 31q | -58.6%-$20.6M |
| ROYAL BANK OF CANADA | $14.2M | 50,002 | 0.00% | 31q | +18.8%+$2.2M |
| TWO SIGMA INVESTMENTS, LP | $13.4M | 47,226 | 0.01% | 8q | +30.8%+$3.2M |
| Gator Capital Management, LLC | $13.4M | 47,036 | 2.81% | 7q | -16.9%-$2.7M |
| Corient Private Wealth LP | $13.3M | 46,850 | 0.01% | 12q | +105.3%+$6.8M |
| Legal & General Group Plc | $12.0M | 42,397 | 0.00% | 31q | +0.5%+$60.5K |
| Russell Investments Group, Ltd. | $12.0M | 42,332 | 0.01% | 31q | -7.9%-$1.0M |
| Artemis Investment Management LLP | $11.4M | 40,252 | 0.10% | 7q | -1.7%-$193.8K |
| Running Oak Capital LLC | $11.1M | 39,223 | 1.90% | 23q | -30.8%-$5.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $11.1M | 39,141 | 0.01% | 31q | +25.1%+$2.2M |
| REGIONS FINANCIAL CORP | $10.3M | 36,241 | 0.06% | 31q | -8.3%-$929.9K |
| ALLIANCEBERNSTEIN L.P. | $10.3M | 40,969 | 0.00% | 31q | -5.3%-$574.9K |
| PANAGORA ASSET MANAGEMENT INC | $10.1M | 35,567 | 0.03% | 31q | +82.1%+$4.6M |
| Campbell & CO Investment Adviser LLC | $9.3M | 32,552 | 0.48% | 3q | +2090.6%+$8.8M |
| FRANKLIN RESOURCES INC | $9.2M | 32,402 | 0.00% | 15q | -22.4%-$2.7M |
| Caisse de depot et placement du Quebec | $9.2M | 32,348 | 0.01% | 2q | +33.9%+$2.3M |
| Retirement Systems of Alabama | $9.2M | 32,254 | 0.03% | 31q | -17.6%-$2.0M |
| LOGAN CAPITAL MANAGEMENT INC | $9.0M | 31,815 | 0.34% | 31q | HELD |
| Callahan Advisors, LLC | $8.8M | 31,048 | 0.67% | 3q | +22.5%+$1.6M |
| Callan Family Office, LLC | $8.8M | 31,017 | 0.17% | 9q | -1.3%-$117.1K |
| VAN ECK ASSOCIATES CORP | $8.4M | 29,684 | 0.01% | 22q | -2.0%-$168.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $8.4M | 29,667 | 0.01% | 2q | +2.1%+$173.6K |
| Squarepoint Ops LLC | $8.1M | 28,570 | 0.01% | 2q | +51.2%+$2.8M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $8.0M | 28,162 | 0.15% | 2q | +76.2%+$3.5M |
| Vest Financial, LLC | $7.9M | 27,770 | 0.08% | 6q | +5.3%+$397.3K |
| ALGERT GLOBAL LLC | $7.9M | 27,721 | 0.09% | 16q | -50.0%-$7.9M |
| STIFEL FINANCIAL CORP | $7.9M | 27,693 | 0.01% | 31q | -19.6%-$1.9M |
| Man Group plc | $7.7M | 27,199 | 0.01% | 17q | -64.7%-$14.2M |
| JANE STREET GROUP, LLC | $7.7M | 22,794 | 0.00% | 19q | +48.5%+$2.5M |
| RITHOLTZ WEALTH MANAGEMENT | $7.7M | 26,998 | 0.06% | 6q | +95.7%+$3.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7.5M | 26,203 | 0.01% | 18q | +251.9%+$5.4M |
| CAPITAL FUND MANAGEMENT S.A. | $7.5M | 26,214 | 0.03% | 6q | +138.7%+$4.3M |
| PRUDENTIAL FINANCIAL INC | $7.3M | 25,767 | 0.01% | 31q | +12.0%+$782.4K |
| XTX Topco Ltd | $7.2M | 25,415 | 0.09% | 3q | +49.8%+$2.4M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7.2M | 25,169 | 0.02% | 24q | -16.4%-$1.4M |
| Bridgewater Associates, LP | $7.1M | 24,937 | 0.03% | 14q | -51.7%-$7.6M |
| Lighthouse Investment Partners, LLC | $6.6M | 23,156 | 0.18% | 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 |
|---|---|---|---|
| 2026-08-13 | 13G/A | Kayne Anderson Rudnick Investment Management, LLC | 8.9% |
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 | 493 | $8.2B | 28,797,388 | 60 | 173 | 156 | 0.1% |
| Q1 2026 | 476 | $7.4B | 29,413,121 | 50 | 165 | 151 | 0.1% |
| Q4 2025 | 473 | $7.6B | 29,606,811 | 48 | 134 | 179 | 0.0% |
| Q3 2025 | 457 | $8.2B | 29,519,999 | 49 | 144 | 161 | 0.0% |
| Q2 2025 | 472 | $8.1B | 29,755,279 | 52 | 158 | 153 | 0.0% |
| Q1 2025 | 465 | $8.5B | 30,369,551 | 65 | 150 | 149 | 0.0% |
| Q4 2024 | 445 | $8.0B | 29,638,956 | 50 | 144 | 126 | 0.0% |
| Q3 2024 | 402 | $8.0B | 30,102,962 | 67 | 121 | 122 | 0.0% |
| Q2 2024 | 364 | $7.3B | 30,921,125 | 47 | 116 | 120 | 0.1% |
| Q1 2024 | 352 | $7.9B | 31,217,025 | 42 | 104 | 118 | 0.1% |
| Q4 2023 | 340 | $6.4B | 31,259,353 | 37 | 89 | 124 | 0.0% |
| Q3 2023 | 319 | $6.2B | 31,660,076 | 32 | 79 | 125 | 0.1% |
| Q2 2023 | 311 | $6.4B | 32,222,899 | 38 | 82 | 112 | 0.2% |
| Q1 2023 | 294 | $6.1B | 35,186,484 | 61 | 76 | 99 | 0.1% |
| Q4 2022 | 241 | $4.3B | 30,230,369 | 38 | 66 | 73 | 0.1% |
| Q3 2022 | 298 | $4.2B | 34,061,285 | 22 | 78 | 128 | 0.1% |
| Q2 2022 | 311 | $4.1B | 34,289,542 | 30 | 101 | 107 | 0.3% |
| Q1 2022 | 323 | $4.8B | 34,788,787 | 36 | 108 | 99 | 0.1% |
| Q4 2021 | 336 | $5.5B | 35,545,451 | 34 | 103 | 89 | 0.1% |
| Q3 2021 | 311 | $5.5B | 35,620,868 | 19 | 93 | 101 | 0.1% |
| Q2 2021 | 320 | $5.5B | 35,747,929 | 26 | 92 | 113 | 0.1% |
| Q1 2021 | 322 | $5.3B | 35,634,936 | 27 | 90 | 126 | 0.1% |
| Q4 2020 | 337 | $4.8B | 35,608,268 | 34 | 90 | 135 | 0.2% |
| Q3 2020 | 335 | $4.0B | 35,367,909 | 56 | 98 | 116 | 0.4% |
| Q2 2020 | 302 | $4.2B | 35,900,028 | 42 | 99 | 109 | 0.1% |
| Q1 2020 | 281 | $3.3B | 36,670,866 | 30 | 95 | 103 | 0.2% |
| Q4 2019 | 310 | $4.9B | 37,691,734 | 36 | 83 | 112 | 0.2% |
| Q3 2019 | 295 | $4.7B | 37,244,137 | 35 | 69 | 113 | 0.2% |
| Q2 2019 | 302 | $4.6B | 38,560,141 | 53 | 80 | 99 | 0.3% |
| Q1 2019 | 272 | $4.8B | 39,151,397 | 31 | 68 | 94 | 0.4% |
| Q4 2018 | 276 | $4.0B | 40,359,424 | 4 | 2 | 5 | 0.4% |