DaveManuel.com · Institutional Ownership · Who Owns It
PACS GROUP INC (PACS)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
244
Reporting holders
$2.2B
Reported value
31.3%
Of shares outstanding
3.7%
Calls
0.5%
Puts
+24
Holder change
Institutions report 49,567,106 shares against 158,335,612 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.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COHEN & STEERS, INC. | $355.8M | 8,343,381 | 0.56% | 9q | -8.5%-$33.2M |
| FMR LLC | $264.7M | 6,207,375 | 0.01% | 9q | +18.3%+$40.9M |
| BlackRock, Inc. | $177.2M | 4,155,408 | 0.00% | 8q | +10.1%+$16.2M |
| Crewe Advisors LLC | $141.0M | 3,307,188 | 10.22% | 8q | +20.1%+$23.6M |
| AMERICAN CENTURY COMPANIES INC | $132.5M | 3,108,196 | 0.06% | 3q | +71.8%+$55.4M |
| AMERIPRISE FINANCIAL INC | $85.1M | 1,995,116 | 0.02% | 9q | +77.9%+$37.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $84.5M | 1,982,621 | 0.00% | 2q | +6.5%+$5.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $78.6M | 1,843,496 | 0.00% | 2q | +2.2%+$1.7M |
| Alyeska Investment Group, L.P. | $65.6M | 1,539,065 | 0.17% | 4q | -48.7%-$62.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $55.4M incl. $42.5M options CALL+PUT | 302,319 | 0.00% | 9q | -44.0%-$43.4M |
| DIMENSIONAL FUND ADVISORS LP | $52.5M | 1,230,728 | 0.01% | 3q | +57.8%+$19.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $51.5M | 1,208,670 | 0.00% | 9q | +8.5%+$4.0M |
| STATE STREET CORP | $47.9M | 1,124,145 | 0.00% | 9q | +9.9%+$4.3M |
| ROYCE & ASSOCIATES LP | $38.9M | 912,492 | 0.31% | 9q | +0.5%+$203.6K |
| MORGAN STANLEY | $32.0M | 750,750 | 0.00% | 9q | +14.7%+$4.1M |
| CITADEL ADVISORS LLC | $30.9M incl. $24.7M options CALL+PUT | 144,242 | 0.00% | 9q | -76.5%-$100.8M |
| JANE STREET GROUP, LLC | $29.3M incl. $4.4M options CALL+PUT | 583,754 | 0.00% | 9q | +67.6%+$11.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $28.3M | 664,861 | 0.00% | 9q | -2.8%-$817.3K |
| GOLDMAN SACHS GROUP INC | $19.3M | 452,901 | 0.00% | 8q | +7.5%+$1.4M |
| NORTHERN TRUST CORP | $19.1M | 449,052 | 0.00% | 9q | +1.8%+$336.0K |
| Nuveen, LLC | $18.9M | 443,484 | 0.00% | 6q | -22.5%-$5.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18.3M | 428,868 | 0.01% | 7q | +48.5%+$6.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16.4M | 385,647 | 0.00% | 9q | -2.4%-$398.6K |
| Russell Investments Group, Ltd. | $15.6M | 366,402 | 0.01% | 9q | +11.2%+$1.6M |
| SEI INVESTMENTS CO | $15.5M | 364,147 | 0.01% | 9q | -1.7%-$270.9K |
| BANK OF AMERICA CORP /DE/ | $14.1M | 330,194 | 0.00% | 9q | -16.4%-$2.8M |
| VANGUARD FIDUCIARY TRUST CO | $13.4M | 314,990 | 0.00% | 2q | +5.3%+$673.8K |
| FIRST TRUST ADVISORS LP | $12.7M | 296,715 | 0.01% | 3q | +1387.7%+$11.8M |
| ALGERT GLOBAL LLC | $12.3M | 288,879 | 0.15% | 5q | +52.0%+$4.2M |
| GROUP ONE TRADING LLC | $12.0M incl. $8.5M options CALL+PUT | 81,559 | 0.02% | 7q | -36.2%-$6.8M |
| FRANKLIN RESOURCES INC | $11.9M | 278,522 | 0.00% | 7q | +865.4%+$10.6M |
| MARSHALL WACE, LLP | $11.8M | 276,795 | 0.01% | 6q | +325.3%+$9.0M |
| UBS Group AG | $11.5M | 270,036 | 0.00% | 9q | +24.0%+$2.2M |
| Clark Capital Management Group, Inc. | $11.3M | 264,514 | 0.06% | new | NEW |
| Defilade Capital Management, L.P. | $9.2M | 215,675 | 1.23% | 3q | -64.3%-$16.6M |
| IMC-Chicago, LLC | $8.4M incl. $7.4M options CALL+PUT | 23,405 | 0.00% | 4q | +13.4%+$992.5K |
| Bank of New York Mellon Corp | $8.2M | 192,210 | 0.00% | 9q | +13.6%+$983.2K |
| T. Rowe Price Investment Management, Inc. | $8.0M | 187,000 | 0.01% | 2q | -33.5%-$4.0M |
| MACKENZIE FINANCIAL CORP | $7.7M | 180,440 | 0.01% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $7.1M | 166,277 | 0.01% | 9q | -36.2%-$4.0M |
| Corient Private Wealth LP | $6.5M | 152,846 | 0.01% | 5q | +1.8%+$114.3K |
| Qube Research & Technologies Ltd | $6.4M | 148,953 | 0.01% | 2q | +41.4%+$1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.0M | 141,243 | 0.01% | 6q | -15.2%-$1.1M |
| Invesco Ltd. | $5.7M | 133,147 | 0.00% | 9q | +70.5%+$2.3M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $5.1M | 119,450 | 0.02% | 5q | +403.9%+$4.1M |
| Eversept Partners, LP | $5.0M | 117,441 | 0.26% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $4.6M | 108,384 | 0.00% | 5q | -7.0%-$348.2K |
| PRINCIPAL FINANCIAL GROUP INC | $4.6M | 107,517 | 0.00% | 2q | +8.9%+$375.1K |
| WELLS FARGO & COMPANY/MN | $3.7M | 86,491 | 0.00% | 9q | +92.3%+$1.8M |
| Quantinno Capital Management LP | $3.6M | 85,162 | 0.00% | 5q | +124.6%+$2.0M |
| VICTORY CAPITAL MANAGEMENT INC | $3.6M | 84,199 | 0.00% | 2q | +28.8%+$802.8K |
| HUSSMAN STRATEGIC ADVISORS, INC. | $3.6M | 84,000 | 0.83% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $3.4M | 80,795 | 0.00% | 3q | -61.6%-$5.5M |
| JPMORGAN CHASE & CO | $3.4M | 83,632 | 0.00% | 9q | +45.1%+$1.1M |
| Swiss National Bank | $3.4M | 78,800 | 0.00% | 8q | -15.3%-$605.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.3M | 78,201 | 0.00% | 8q | +1.1%+$35.9K |
| ROYAL BANK OF CANADA | $3.3M | 77,105 | 0.00% | 9q | +139.8%+$1.9M |
| MILLENNIUM MANAGEMENT LLC | $3.1M | 71,909 | 0.00% | 9q | -81.2%-$13.3M |
| SIMPLEX TRADING, LLC | $3.0M incl. $2.3M options CALL+PUT | 15,065 | 0.00% | 8q | -78.7%-$11.0M |
| ENVESTNET ASSET MANAGEMENT INC | $2.8M | 64,861 | 0.00% | 8q | +31.0%+$654.8K |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 62,006 | 0.00% | 5q | +178.2%+$1.7M |
| Inspire Investing, LLC | $2.6M | 60,912 | 0.11% | new | NEW |
| Squarepoint Ops LLC | $2.5M | 59,523 | 0.00% | 9q | +94.7%+$1.2M |
| RHUMBLINE ADVISERS | $2.5M | 58,403 | 0.00% | 9q | +8.9%+$203.3K |
| Peterson Wealth Services | $2.2M | 51,004 | 0.47% | 7q | -5.0%-$113.8K |
| ALLIANCEBERNSTEIN L.P. | $2.2M | 66,990 | 0.00% | 9q | +8.8%+$173.4K |
| DEUTSCHE BANK AG\ | $2.1M | 48,177 | 0.00% | 9q | +18.1%+$314.9K |
| VOYA INVESTMENT MANAGEMENT LLC | $2.0M | 46,573 | 0.00% | 3q | -48.6%-$1.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.9M | 44,960 | 0.00% | 9q | -20.3%-$488.4K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1.9M | 44,400 | 0.01% | new | NEW |
| Man Group plc | $1.8M | 42,801 | 0.00% | 2q | -50.5%-$1.9M |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.8M | 41,106 | 0.11% | 2q | -15.7%-$327.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.6M | 38,251 | 0.00% | 8q | +20.1%+$272.7K |
| PEAK6 LLC | $1.6M CALL | options only | 0.00% | new | OPTIONS |
| CITIGROUP INC | $1.6M | 37,797 | 0.00% | 9q | +13.9%+$197.1K |
| LPL Financial LLC | $1.6M | 37,065 | 0.00% | 3q | -3.0%-$49.0K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.6M | 36,693 | 0.00% | 2q | -11.6%-$205.1K |
| ZACKS INVESTMENT MANAGEMENT | $1.6M | 36,631 | 0.01% | 2q | +123.9%+$864.2K |
| Legal & General Group Plc | $1.6M | 36,514 | 0.00% | 9q | +41.8%+$458.8K |
| Financiere des Professionnels - Fonds d'investissement inc. | $1.5M | 34,173 | 0.08% | new | NEW |
| BARCLAYS PLC | $1.3M | 30,895 | 0.00% | 9q | +69.1%+$538.3K |
| BNP PARIBAS FINANCIAL MARKETS | $1.3M | 30,058 | 0.00% | 9q | -35.4%-$700.9K |
| Trek Financial, LLC | $1.3M | 29,463 | 0.06% | 7q | HELD |
| Jackson Creek Investment Advisors LLC | $1.2M | 26,110 | 0.40% | new | NEW |
| MetLife Investment Management, LLC | $1.2M | 27,320 | 0.01% | 9q | +8.8%+$94.3K |
| PFG Advisors | $1.2M | 26,991 | 0.06% | new | NEW |
| Vanguard Global Advisers, LLC | $1.2M | 26,977 | 0.00% | 2q | +24.7%+$227.6K |
| Engineers Gate Manager LP | $1.1M | 26,537 | 0.01% | new | NEW |
| Creative Planning | $1.1M | 26,470 | 0.00% | 5q | +27.7%+$245.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.1M | 24,770 | 0.00% | 9q | -1.9%-$20.6K |
| Smith Group Asset Management, LLC | $1.0M | 24,360 | 0.04% | 2q | +1.5%+$15.5K |
| Renaissance Capital LLC | $987.7K | 23,163 | 0.54% | 2q | +11.4%+$100.7K |
| Bleakley Financial Group, LLC | $947.4K | 22,219 | 0.01% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $914.1K | 21,438 | 0.00% | 8q | +3.7%+$32.3K |
| XTX Topco Ltd | $908.8K | 21,314 | 0.01% | new | NEW |
| AXQ CAPITAL, LP | $906.0K | 21,247 | 0.10% | 2q | +13.3%+$106.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $902.3K | 21,160 | 0.00% | 3q | +31.6%+$216.4K |
| Jupiter Topco LLC | $899.1K | 21,100 | 0.00% | new | FIRST |
| EntryPoint Capital, LLC | $877.2K | 20,573 | 0.21% | 3q | +24.2%+$171.0K |
| Pacific Capital Wealth Advisors, Inc. | $876.7K | 20,560 | 0.13% | 9q | HELD |
Showing the largest 100 of 244 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-21 | 2026-09-18 | Directors or officers departed or appointed | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | MITCHELL JOHN TODD | Chief Legal Officer & Sec. | Sold | 52,763 | $2.0M ×2 |
| 2026-08-12 | Jergensen Joshua | President & COO | Sold | 40,000 | $1.8M ×2 |
| 2026-07-15 | Jergensen Joshua | President & COO | Sold | 40,000 | $1.8M ×3 |
| 2026-10-14 | Jergensen Joshua | President & COO | Sold | 40,000 | $1.8M |
| 2026-09-16 | Jergensen Joshua | President & COO | Sold | 40,000 | $1.7M ×2 |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-15 | Hancock Mark | Director, 10% owner | Sold | 155,682 | $6.6M ×3 |
| 2026-07-06 | Hancock Mark | Director, 10% owner | Sold | 142,163 | $6.4M |
| 2026-09-14 | Hancock Mark | Director, 10% owner | Sold | 144,318 | $6.4M ×2 |
| 2026-06-15 | Hancock Mark | Co Fndr; Exec V Chair | Sold | 153,254 | $5.6M ×3 |
| 2026-06-25 | Hancock Mark | Co Fndr; Exec V Chair | Sold | 138,069 | $5.6M |
| 2026-10-15 | Murray Jason Hulse | Co-Founder, CEO & Chairman | Sold | 110,035 | $5.2M ×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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 54 | $21.2M | 509,426 | 10 | 23 | 5 | 0.0% |
| Q2 2026 | 244 | $2.2B | 49,567,106 | 55 | 96 | 54 | 4.2% |
| Q1 2026 | 220 | $1.6B | 46,867,725 | 67 | 70 | 44 | 3.9% |
| Q4 2025 | 195 | $1.9B | 45,359,028 | 51 | 51 | 67 | 6.3% |
| Q3 2025 | 165 | $626.8M | 44,036,100 | 36 | 51 | 53 | 3.6% |
| Q2 2025 | 152 | $582.3M | 44,779,175 | 31 | 59 | 36 | 0.6% |
| Q1 2025 | 148 | $530.0M | 44,872,342 | 23 | 52 | 44 | 4.9% |
| Q4 2024 | 150 | $645.9M | 48,710,245 | 43 | 62 | 26 | 0.9% |
| Q3 2024 | 150 | $2.1B | 51,654,985 | 66 | 64 | 13 | 0.0% |
| Q2 2024 | 89 | $942.9M | 31,952,496 | 88 | 0 | 0 | 0.0% |