DaveManuel.com · Institutional Ownership · Who Owns It
PRIMERICA INC (PRI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
532
Reporting holders
$8.3B
Reported value
94.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+18
Holder change
Institutions report 29,200,004 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.
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. | $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 |
| 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 | -6.6%-$5.3M |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $56.4M | 198,509 | 0.01% | 31q | +31.5%+$13.5M |
| 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 |
| T. Rowe Price Investment Management, Inc. | $49.3M | 173,447 | 0.03% | 10q | -0.6%-$299.3K |
| 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 |
| 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 |
| NATIXIS ADVISORS, LLC | $23.9M | 83,932 | 0.03% | 31q | +3.4%+$792.0K |
| 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 |
| HRT FINANCIAL LP | $18.8M | 66,011 | 0.03% | new | NEW |
| 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 |
| BI Asset Management Fondsmaeglerselskab A/S | $17.9M | 62,821 | 0.14% | 7q | +749.7%+$15.8M |
| 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 | -17.2%-$3.0M |
| ROYAL BANK OF CANADA | $14.2M | 50,002 | 0.00% | 31q | +18.8%+$2.2M |
| Public Sector Pension Investment Board | $13.6M | 47,923 | 0.04% | 6q | -5.0%-$721.3K |
| 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 |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10.3M | 36,388 | 0.01% | 31q | -2.3%-$247.5K |
| 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 |
| State of Alaska, Department of Revenue | $7.9M | 27,822 | 0.08% | 28q | -9.9%-$867.3K |
| Vest Financial, LLC | $7.9M | 27,770 | 0.08% | 6q | +5.3%+$397.3K |
| ALGERT GLOBAL LLC | $7.9M | 27,721 | 0.09% | 16q | HELD |
| 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 incl. $1.2M options CALL+PUT | 22,794 | 0.00% | 19q | +48.5%+$2.5M |
| 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 |
Showing the largest 100 of 532 reported holders.
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 |
|---|---|---|---|---|---|
| 2026-08-17 | Schneider Peter W. | President | Sold | 1,800 | $562.8K |
| 2026-05-18 | Schneider Peter W. | President | Sold | 1,800 | $503.4K |
| 2026-08-10 | Williams Glenn J. | Chief Executive Officer | Sold | 1,500 | $480.3K |
| 2026-06-12 | Williams Glenn J. | Chief Executive Officer | Sold | 1,500 | $420.7K |
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 | 147 | $253.0M | 927,913 | 17 | 52 | 36 | 0.0% |
| Q2 2026 | 532 | $8.3B | 29,200,004 | 64 | 176 | 171 | 0.1% |
| Q1 2026 | 514 | $7.5B | 29,723,348 | 51 | 176 | 162 | 0.1% |
| Q4 2025 | 516 | $7.9B | 30,351,695 | 52 | 142 | 198 | 0.0% |
| Q3 2025 | 501 | $8.4B | 30,177,166 | 52 | 156 | 175 | 0.0% |
| Q2 2025 | 521 | $8.3B | 30,492,877 | 59 | 172 | 170 | 0.0% |
| Q1 2025 | 514 | $8.8B | 31,099,208 | 72 | 167 | 162 | 0.0% |
| Q4 2024 | 491 | $8.3B | 30,445,535 | 53 | 159 | 143 | 0.0% |
| Q3 2024 | 450 | $8.2B | 30,976,168 | 71 | 138 | 135 | 0.0% |
| Q2 2024 | 410 | $7.5B | 31,782,786 | 54 | 131 | 135 | 0.1% |
| Q1 2024 | 403 | $8.1B | 32,057,848 | 45 | 119 | 134 | 0.1% |
| Q4 2023 | 397 | $6.6B | 31,993,963 | 45 | 103 | 146 | 0.0% |
| Q3 2023 | 370 | $6.3B | 32,444,784 | 39 | 100 | 137 | 0.1% |
| Q2 2023 | 361 | $6.5B | 32,978,345 | 45 | 96 | 129 | 0.2% |
| Q1 2023 | 351 | $6.3B | 36,575,084 | 67 | 97 | 116 | 0.2% |
| Q4 2022 | 318 | $4.7B | 33,430,078 | 45 | 81 | 107 | 0.0% |
| Q3 2022 | 290 | $23.9B | 193,339,895 | 22 | 77 | 125 | 0.0% |
| Q2 2022 | 301 | $23.8B | 198,683,398 | 28 | 98 | 102 | 0.0% |
| Q1 2022 | 315 | $25.9B | 189,107,172 | 35 | 104 | 97 | 0.0% |
| Q4 2021 | 332 | $24.1B | 157,063,920 | 34 | 102 | 86 | 0.0% |
| Q3 2021 | 307 | $24.0B | 156,386,241 | 19 | 93 | 98 | 0.0% |
| Q2 2021 | 315 | $7.2B | 46,974,362 | 26 | 91 | 111 | 0.1% |
| Q1 2021 | 317 | $7.1B | 48,189,236 | 27 | 88 | 124 | 0.1% |
| Q4 2020 | 333 | $22.6B | 168,795,342 | 34 | 86 | 135 | 0.0% |
| Q3 2020 | 331 | $20.1B | 177,224,645 | 55 | 97 | 114 | 0.1% |
| Q2 2020 | 298 | $20.5B | 175,915,370 | 42 | 97 | 107 | 0.0% |
| Q1 2020 | 279 | $18.0B | 203,428,965 | 30 | 93 | 103 | 0.0% |
| Q4 2019 | 306 | $8.3B | 63,079,914 | 35 | 82 | 110 | 0.1% |
| Q3 2019 | 292 | $19.8B | 155,702,808 | 35 | 67 | 112 | 0.0% |
| Q2 2019 | 299 | $20.2B | 168,568,603 | 53 | 78 | 98 | 0.1% |
| Q1 2019 | 269 | $20.5B | 167,536,355 | 31 | 66 | 94 | 0.1% |
| Q4 2018 | 273 | $16.6B | 169,414,784 | 4 | 2 | 5 | 0.1% |