SEC 13F Intelligence

PHIPLDT INC

CUSIP 69344D408 · Yahoo Finance ↗ · Google Finance ↗

Pldt Inc (PHI) has 101 institutional holders in Filings Flow’s 13F database, together reporting 7.15M shares worth $149M as of Q1 2026. The largest reported holders are Renaissance Technologies LLC, Invesco Ltd., and Blackrock, Inc..

Institutional Holders
101
Q1 2026
Reported Value
$149M
Ticker
PHI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 52Q4 ’18Q1 ’19: 51Q2 ’19: 62Q2 ’19Q3 ’19: 56Q2 ’21: 66Q2 ’21Q4 ’21: 62Q4 ’22: 67Q4 ’22Q4 ’25: 94Q1 ’26: 101Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $210MQ4 ’18Q1 ’19: $277MQ2 ’19: $309MQ2 ’19Q3 ’19: $263MQ2 ’21: $421MQ2 ’21Q4 ’21: $167MQ4 ’22: $24MQ4 ’22Q4 ’25: $168MQ1 ’26: $149MQ1 ’26Q2 ’26: $300,339filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Crossmark Global Holdings, Inc.$6.8B AUM0.15%$10M473.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.08%$49M2.33MQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.06%$254,85811.7KQ4 2025OLDER
Advisors Preferred, LLC$679M AUM0.05%$335,90115.4KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.02%$2M96.6KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.01%$207,3569.5KQ4 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$216,64910.3KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$468,18321.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$304,47014.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$791,01042.3KQ3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$337,96115.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$895,65242.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$398,41318.9KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M63.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$661,07731.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$211,15810.0KQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.01%$290,20515.5KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$883,68042.0KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.01%$1M62.6KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$34M1.58MQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$155,4837.4KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$336,45116.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$247,68311.8KQ2 2026
Engineers Gate Manager LP$8.0B AUM0.00%$343,26716.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$3M121.1KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$217,23810.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M238.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M272.1KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$3,177151Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$504,60324.0KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$289,12115.5KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$280,04113.3KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$128,0926.1KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$332,87415.8KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$57,6542.7KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$126,6406.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$288,83213.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M67.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M137.0KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$43,7422.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$8M400.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$17M759.6KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3,346159Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$666,47431.3KQ4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$5,866280Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$8,248392Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$4M187.5KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$2,664152Q2 2026
Basecamp Wealth Advisors LLC$469M AUM0.00%$3,739172Q2 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$5,492261Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$212,71410.1KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$300,97714.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$6M262.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$437,88420.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$684,05232.5KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$467,51922.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$361,38817.6KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$3,030144Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$330,74515.7KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$377,52117.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$47,9642.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$12,106691Q2 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$233,22911.1KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$557,43426.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$18M843.3KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$8,000385Q4 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$1,44168Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,09452Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$242,73811.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$377,16317.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M78.9KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,05250Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$7,869374Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$3,535168Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$2,146102Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$15,614742Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$1,39866Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$396,98318.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$251,35811.6KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$1M51.2KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,81497Q3 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$1,85288Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$160,4907.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$216,37510.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$48,3502.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$50,0962.4KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$20,493974Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$299,47014.2KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$38318Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$19,3361.0KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,91591Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$1,41465Q4 2025OLDER
Abound Wealth Management$504M AUM0.00%$17610Q2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$289,04813.7KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$35817Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$98947Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$44221Q1 2026OLDER
Trust Co$1.1B AUM0.00%$25212Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$3,535168Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$528,45924.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$74,0823.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$4,477205Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$69,6843.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$198,6609.1KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$55,3142.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$27413Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$1085Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$4,713224Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$33,9711.6KQ2 2026
UBS Group AG$666.3B AUM0.00%$38,4191.8KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$31817Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$86,4404.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$80437Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,72582Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$432Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$16,271765Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$60932Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$47822Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1,00043Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$844Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.