PHI · PLDT Inc. · Holdings

$18.09 +0.53 (+3.02%)

Market Cap

$3.72B

216.06M

Volume · Oct 5 131.9K Avg daily vol (3M) 167.62K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 99

Total Value: $104,993,741

Total Shares: 5,992,797

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 99 13F filers · Δ vs Mar 31, 2026

Top Holder

38.9%

+6.5 pts

Top 5

64.1%

−3.3 pts

Top 10

77.4%

−5.3 pts

HHI

1,736

Moderately concentrated+291

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -4

Institutional value: -30.5%

Shares held: -16.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega Qube Research & Technologies Ltd	+109,611	121,148
Mega D. E. Shaw & Co., Inc.	+93,349	103,633
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+89,412	103,150
Large Robeco Institutional Asset Management B.V.	+64,468	75,553
Mega UBS Group AG	+60,261	62,087

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Crossmark Global Holdings, Inc.	−456,473	17,359
Mega BlackRock, Inc.	−440,527	402,746
Mega MORGAN STANLEY	−410,614	384,313
Mega Creative Planning	−173,657	64,297
Mega MILLENNIUM MANAGEMENT LLC	−96,856	40,163

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Jump Financial, LLC	68,672	$1,203,133
Large ACADIAN ASSET MANAGEMENT LLC	38,082	$667,196
Large Pathstone Holdings, LLC	37,397	$655,195
Large ALPS ADVISORS INC	32,800	$574,656
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	22,641	$396,670

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega STIFEL FINANCIAL CORP	67,473	$1,419,631
Large Vanguard Personalized Indexing Management, LLC	31,420	$661,076
Large Sequoia Financial Advisors, LLC	23,983	$504,602
Large Mariner, LLC	22,179	$466,646
Large Corient Private Wealth LLC	17,576	$369,799

Filter: New 19 Increased 28 Reduced 37 Sold out 23 Unchanged 15

Showing 99 of 99

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

RENAISSANCE TECHNOLOGIES LLC

$40,891,259

38.95%

2,333,976

BlackRock, Inc.

$7,056,109

6.72%

402,746

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	347	$6,079	0.1%	Sole
Aperio Group, LLC	402,312	$7,048,506	99.9%	Sole
SpiderRock Advisors, LLC	87	$1,524	0.0%	Sole

JANE STREET GROUP, LLC

$6,978,023

6.65%

398,289

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	123,477	$2,163,317	31.0%	Defined
Jane Street Global Trading, LLC	274,812	$4,814,706	69.0%	Defined

MORGAN STANLEY

$6,733,160

6.41%

384,313

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	34	$595	0.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	15,823	$277,218	4.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,471	$25,771	0.4%	Defined
Morgan Stanley Bank, N.A.	45	$788	0.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	366,940	$6,428,788	95.5%	Defined

GOLDMAN SACHS GROUP INC

$5,601,300

5.33%

319,709

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	303,440	$5,316,268	94.9%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	16,269	$285,032	5.1%	Defined

AMERICAN CENTURY COMPANIES INC

$5,258,032

5.01%

300,116

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	300,116	$5,258,032	100.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$2,550,350

2.43%

145,568

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	9,021	$158,047	6.2%	Defined
Dimensional Ireland Ltd	17,466	$306,004	12.0%	Defined
Held directly	119,081	$2,086,299	81.8%	Sole

Quantinno Capital Management LP

$2,231,364

2.13%

127,361

Qube Research & Technologies Ltd

$2,122,512

2.02%

121,148

D. E. Shaw & Co., Inc.

$1,815,650

1.73%

103,633

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	103,633	$1,815,650	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,807,188

1.72%

103,150

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	103,150	$1,807,188	100.0%	Other

CITADEL ADVISORS LLC

$1,677,592

1.60%

95,753

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	95,753	$1,677,592	100.0%	Defined

Robeco Institutional Asset Management B.V.

$1,323,688

1.26%

75,553

Jump Financial, LLC

$1,203,133

1.15%

68,672

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	68,672	$1,203,133	100.0%	Defined

Creative Planning

$1,126,482

1.07%

64,297

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	2,336	$40,926	3.6%	Defined
Held directly	61,961	$1,085,556	96.4%	Sole

UBS Group AG

$1,087,763

1.04%

62,087

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	138	$2,417	0.2%	Defined
UBS AG	60,637	$1,062,360	97.7%	Defined
UBS Securities LLC	1,312	$22,986	2.1%	Defined

GLENMEDE TRUST CO NA

$1,083,699

1.03%

61,855

TWO SIGMA INVESTMENTS, LP

$912,756

0.87%

52,098

Connor, Clark & Lunn Investment Management Ltd.

$796,003

0.76%

45,434

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	44,429	$778,396	97.8%	Sole
Held directly	1,005	$17,607	2.2%	Sole

GUGGENHEIM CAPITAL LLC

$792,201

0.75%

45,217

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	45,217	$792,201	100.0%	Defined

Vident Advisory, LLC

$755,497

0.72%

43,122

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	37,579	$658,384	87.1%	Defined
Held directly	5,543	$97,113	12.9%	Sole

MILLENNIUM MANAGEMENT LLC

$703,655

0.67%

40,163

ACADIAN ASSET MANAGEMENT LLC

$667,196

0.64%

38,082

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	38,082	$667,196	100.0%	Defined

Pathstone Holdings, LLC

$655,195

0.62%

37,397

NORTHERN TRUST CORP

$609,257

0.58%

34,775

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	34,775	$609,257	100.0%	Defined

XTX Topco Ltd

$581,190

0.55%

33,173

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	33,173	$581,190	100.0%	Defined

ALPS ADVISORS INC

$574,656

0.55%

32,800

Schonfeld Strategic Advisors LLC

$470,972

0.45%

26,882

STATE STREET CORP

$447,005

0.43%

25,514

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	25,514	$447,005	100.0%	Defined

Engineers Gate Manager LP

$400,980

0.38%

22,887

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$396,670

0.38%

22,641

GABELLI FUNDS LLC

$385,440

0.37%

22,000

Point72 Asset Management, L.P.

$360,912

0.34%

20,600

Crossmark Global Holdings, Inc.

$304,129

0.29%

17,359

HRT FINANCIAL LP

$294,143

0.28%

16,789

BANK OF AMERICA CORP /DE/

$258,244

0.25%

14,740

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	14,740	$258,244	100.0%	Defined

Cerity Partners LLC

$249,080

0.24%

14,217

BNP PARIBAS ARBITRAGE, SA

$248,293

0.24%

14,172

Vestmark Advisory Solutions, Inc.

$236,117

0.22%

13,477

Campbell & CO Investment Adviser LLC

$228,495

0.22%

13,042

FIRST TRUST ADVISORS LP

$226,375

0.22%

12,921

Laird Norton Wetherby Trust Company, LLC

$224,238

0.21%

12,799

Ethic Inc.

$199,675

0.19%

11,397

Caprock Group, LLC

$195,645

0.19%

11,167

Ballentine Partners, LLC

$195,628

0.19%

11,166

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	11,166	$195,628	100.0%	Other

PRELUDE CAPITAL MANAGEMENT, LLC

$192,720

0.18%

11,000

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$190,757

0.18%

10,888

HSBC HOLDINGS PLC

$188,602

0.18%

10,765

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	10,765	$188,602	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$180,016

0.17%

10,275

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	10,275	$180,016	100.0%	Defined

M&T Bank Corp

$177,127

0.17%

10,110

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wilmington Trust Company	10,110	$177,127	100.0%	Defined

RHUMBLINE ADVISERS

$151,285

0.14%

8,635

State of Alaska, Department of Revenue

$126,529

0.12%

7,222

Parallel Advisors, LLC

$107,204

0.10%

6,119

CITIGROUP INC

$105,558

0.10%

6,025

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,025	$105,558	100.0%	Defined

Blue Trust, Inc.

$103,139

0.10%

5,887

Legal & General Group Plc

$61,687

0.06%

3,521

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management Ltd joint	3,521	$61,687	100.0%	Defined

HANTZ FINANCIAL SERVICES, INC.

$61,372

0.06%

3,503

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$58,026

0.06%

3,312

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	3,312	$58,026	100.0%	Defined

EverSource Wealth Advisors, LLC

$57,814

0.06%

3,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	2,673	$46,830	81.0%	Sole
Held directly	627	$10,984	19.0%	Sole

US BANCORP \DE\

$55,958

0.05%

3,194

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	3,194	$55,958	100.0%	Defined

SBI Securities Co., Ltd.

$38,263

0.04%

2,184

SIGNATUREFD, LLC

$33,918

0.03%

1,936

FMR LLC

$32,043

0.03%

1,829

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,686	$29,538	92.2%	Defined
Fidelity Diversifying Solutions LLC	143	$2,505	7.8%	Defined

WELLS FARGO & COMPANY/MN

$26,928

0.03%

1,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1,537	$26,928	100.0%	Defined

JPMORGAN CHASE & CO

$23,300

0.02%

1,330

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	72	$1,261	5.4%	Defined
J.P. Morgan Securities LLC	1,230	$21,549	92.5%	Defined
J.P. Morgan Securities plc	28	$490	2.1%	Defined

Rockefeller Capital Management L.P.

$14,874

0.01%

849

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Rockefeller Trust Co (Delaware)	812	$14,226	95.6%	Defined
ROCKEFELLER FINANCIAL LLC	37	$648	4.4%	Defined

Farther Finance Advisors, LLC

$12,264

0.01%

700

GAMMA Investing LLC

$12,106

0.01%

691

Arax Advisory Partners

$9,636

0.01%

550

ASSETMARK, INC

$7,796

0.01%

445

Allworth Financial LP

$5,588

0.01%

319

NewEdge Advisors, LLC

$4,993

0.00%

285

Westside Investment Management, Inc.

$4,905

0.00%

280

JONES FINANCIAL COMPANIES LLLP

$4,660

0.00%

266

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	266	$4,660	100.0%	Sole

NISA INVESTMENT ADVISORS, LLC

$4,520

0.00%

258

Basecamp Wealth Advisors LLC

$3,013

0.00%

172

ELEVATION WEALTH PARTNERS, LLC

$2,663

0.00%

152

Pinnacle Wealth Planning Services, Inc.

$2,487

0.00%

142

Larson Financial Group LLC

$1,997

0.00%

114

Ameritas Advisory Services, LLC

$1,489

0.00%

Prestige Wealth Management Group LLC

$1,191

0.00%

SHP Wealth Management

$1,173

0.00%

FINANCIAL CONSULATE, INC

$1,173

0.00%

Physician Wealth Advisors, Inc.

$1,068

0.00%

OSAIC HOLDINGS, INC.

$963

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	55	$963	100.0%	Defined

Elequin Capital, LP

$928

0.00%

Cornerstone Financial Management LLC

$893

0.00%

ROYAL BANK OF CANADA

$752

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	3	$52	6.9%	Defined
RBC Dominion Securities Inc.	40	$700	93.1%	Defined

DEUTSCHE BANK AG\

$700

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Deutsche Bank Trust Co Americas	40	$700	100.0%	Defined

True Wealth Design, LLC

$578

0.00%

RAFFA WEALTH MANAGEMENT, LLC

$560

0.00%

JFS WEALTH ADVISORS, LLC

$367

0.00%

Rossby Financial, LCC

$315

0.00%

BESSEMER GROUP INC

$210

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST Co NATIONAL ASSOCIATION	12	$210	100.0%	Defined

Trust Co

$210

0.00%

LRI Investments, LLC

$175

0.00%

Abound Wealth Management

$175

0.00%

Silver Grove Financial Group, Inc.

$87

0.00%

Smartleaf Asset Management LLC

$35

0.00%

Key facts CIK 78150 CUSIP 69344D408 13F (30d) 1 filings 1 filers Visit website Investor relations