DaveManuel.com · Institutional Ownership · Who Owns It
PHINIA INC (PHIN)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
395
Reporting holders
$3.1B
Reported value
102.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+7
Holder change
Institutions report 37,685,054 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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 |
|---|---|---|---|---|---|
| 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 |
| LSV ASSET MANAGEMENT | $116.2M | 1,410,806 | 0.21% | 12q | +1.8%+$2.0M |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $60.7M | 736,722 | 0.01% | 12q | +424.7%+$49.1M |
| 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 |
| ION Fund Management Ltd | $45.1M | 547,684 | 2.86% | 3q | +7.4%+$3.1M |
| T. Rowe Price Investment Management, Inc. | $41.9M | 508,601 | 0.03% | 2q | +43.0%+$12.6M |
| 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 |
| 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 |
| BESSEMER GROUP INC | $23.6M | 286,937 | 0.03% | 12q | +249.8%+$16.9M |
| 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 |
| Public Sector Pension Investment Board | $14.0M | 169,673 | 0.04% | 12q | -7.2%-$1.1M |
| STOREBRAND ASSET MANAGEMENT AS | $14.0M | 169,590 | 0.03% | 12q | -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 incl. $1.2M options CALL+PUT | 124,334 | 0.00% | 12q | +5.7%+$619.1K |
| AMERIPRISE FINANCIAL INC | $11.1M | 135,159 | 0.00% | 12q | -5.4%-$634.6K |
| 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 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $4.2M | 51,453 | 0.01% | 12q | -5.8%-$258.8K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.8M | 45,531 | 0.00% | 12q | -2.8%-$107.3K |
| WELLS FARGO & COMPANY/MN | $3.7M | 45,328 | 0.00% | 12q | +68.4%+$1.5M |
| 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 | +87.2%+$1.6M |
| 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 |
| 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 |
| 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 |
| Thrivent Financial for Lutherans | $2.0M | 24,310 | 0.00% | 12q | -3.9%-$82.1K |
| 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 |
Showing the largest 100 of 395 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 |
|---|---|---|---|
| 2026-08-12 | 2026-08-06 | 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 |
|---|---|---|---|---|---|
| 2026-08-31 | Ericson Brady D | President and CEO | Sold | 27,860 | $1.9M ×2 |
| 2026-09-09 | Gropp Chris P | Senior Vice President and CFO | Sold | 13,500 | $900.5K |
| 2026-09-15 | Boyle Robert | SVP, GC and Secretary | Sold | 7,500 | $465.9K |
| 2026-09-11 | Anderson Todd L | VP and Chief Tech. Officer | Sold | 3,056 | $202.9K |
| 2026-06-10 | Pombier Samantha | Vice President and Controller | Sold | 2,227 | $183.4K |
| 2026-09-09 | Gustanski Christopher | VP, Operational Excellence | Sold | 2,097 | $140.4K |
| 2026-06-10 | Coetzee Michael | VP and GM Fuel Syst. Americas | Sold | 1,250 | $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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 97 | $25.7M | 432,831 | 16 | 20 | 17 | 0.0% |
| Q2 2026 | 395 | $3.1B | 37,685,054 | 48 | 109 | 120 | 0.1% |
| Q1 2026 | 388 | $2.6B | 38,163,865 | 50 | 104 | 131 | 0.0% |
| Q4 2025 | 371 | $2.4B | 38,822,049 | 43 | 95 | 127 | 0.2% |
| Q3 2025 | 358 | $2.2B | 38,899,422 | 59 | 90 | 114 | 0.2% |
| Q2 2025 | 335 | $1.8B | 39,882,516 | 39 | 95 | 117 | 0.2% |
| Q1 2025 | 336 | $1.7B | 39,282,202 | 40 | 111 | 98 | 0.3% |
| Q4 2024 | 335 | $2.0B | 41,842,165 | 29 | 84 | 107 | 0.2% |
| Q3 2024 | 339 | $2.0B | 43,394,950 | 50 | 87 | 111 | 0.3% |
| Q2 2024 | 342 | $1.7B | 42,068,717 | 52 | 104 | 96 | 0.4% |
| Q1 2024 | 350 | $1.8B | 44,739,171 | 79 | 88 | 113 | 1.8% |
| Q4 2023 | 311 | $1.4B | 44,211,531 | 53 | 75 | 117 | 0.8% |
| Q3 2023 | 304 | $1.1B | 42,530,262 | 302 | 0 | 1 | 0.6% |
| Q2 2023 | 3 | $969.7K | 32,464 | 3 | 0 | 0 | 0.0% |