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Institutional Holders of PLUS

There is a long list of 210 institutional holders of PLUS within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PLUS by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PLUS table below, the initial column indicates the name of each top institutional holder of PLUS, with a link to that fund's top holdings. The next columns indicate the amount of PLUS stock held by each of the institutional holders of PLUS, followed by the PLUS position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.4,817,402$384,621 12/31/2023
     PLUS4,817,402$384,621 12/31/2023
Vanguard Group Inc.2,403,588$191,902 12/31/2023
     PLUS2,403,588$191,902 12/31/2023
Geneva Capital Management LLC1,548,509$123,633 12/31/2023
     PLUS1,548,509$123,633 12/31/2023
Dimensional Fund Advisors LP1,502,961$119,999 12/31/2023
     PLUS1,502,961$119,999 12/31/2023
River Road Asset Management LLC1,383,202$108,637 03/31/2024
     PLUS1,383,202$108,637 03/31/2024
Wellington Management Group LLP1,043,724$83,331 12/31/2023
     PLUS1,043,724$83,331 12/31/2023
State Street Corp1,022,056$81,601 12/31/2023
     PLUS1,022,056$81,601 12/31/2023
AltraVue Capital LLC975,600$77,892 12/31/2023
     PLUS975,600$77,892 12/31/2023
Morgan Stanley873,249$69,720 12/31/2023
     PLUS873,249$69,720 12/31/2023
Gobi Capital LLC616,101$49,190 12/31/2023
     PLUS616,101$49,190 12/31/2023
Geode Capital Management LLC598,960$47,827 12/31/2023
     PLUS598,960$47,827 12/31/2023
FMR LLC537,991$42,953 12/31/2023
     PLUS537,991$42,953 12/31/2023
Northern Trust Corp524,644$41,888 12/31/2023
     PLUS524,644$41,888 12/31/2023
Royal Bank of Canada501,967$40,076 12/31/2023
     PLUS501,967$40,076 12/31/2023
WCM Investment Management LLC466,182$36,614 03/31/2024
     PLUS466,182$36,614 03/31/2024
Charles Schwab Investment Management Inc.383,864$30,648 12/31/2023
     PLUS383,864$30,648 12/31/2023
Nuveen Asset Management LLC251,870$20,109 12/31/2023
     PLUS251,870$20,109 12/31/2023
Ameriprise Financial Inc.227,934$18,198 12/31/2023
     PLUS227,934$18,198 12/31/2023
Invesco Ltd.225,833$18,031 12/31/2023
     PLUS225,833$18,031 12/31/2023
Bank of New York Mellon Corp224,874$17,662 03/31/2024
     PLUS224,874$17,662 03/31/2024
London Co. of Virginia206,361$16,476 12/31/2023
     PLUS206,361$16,476 12/31/2023
Victory Capital Management Inc.187,322$14,956 12/31/2023
     PLUS187,322$14,956 12/31/2023
EULAV Asset Management177,100$14,140 12/31/2023
     PLUS177,100$14,140 12/31/2023
Goldman Sachs Group Inc.165,769$13,235 12/31/2023
     PLUS165,769$13,235 12/31/2023
Royce & Associates LP150,774$12,038 12/31/2023
     PLUS150,774$12,038 12/31/2023
Scout Investments Inc.147,772$11,798 12/31/2023
     PLUS147,772$11,798 12/31/2023
Bank of America Corp DE142,521$11,379 12/31/2023
     PLUS142,521$11,379 12/31/2023
Principal Financial Group Inc.140,320$11,203 12/31/2023
     PLUS140,320$11,203 12/31/2023
Hotchkis & Wiley Capital Management LLC129,344$10,327 12/31/2023
     PLUS129,344$10,327 12/31/2023
Deutsche Bank AG127,891$10,211 12/31/2023
     PLUS127,891$10,211 12/31/2023
Raymond James & Associates124,838$9,805 03/31/2024
     PLUS124,838$9,805 03/31/2024
Nicholas Company Inc.114,895$9,173 12/31/2023
     PLUS114,895$9,173 12/31/2023
American Century Companies Inc.97,180$7,759 12/31/2023
     PLUS97,180$7,759 12/31/2023
Allspring Global Investments Holdings LLC98,074$7,703 03/31/2024
     PLUS98,074$7,703 03/31/2024
GHP Investment Advisors Inc.97,483$7,656 03/31/2024
     PLUS97,483$7,656 03/31/2024
New York State Common Retirement Fund88,317$7,051 12/31/2023
     PLUS88,317$7,051 12/31/2023
Legato Capital Management LLC84,440$6,632 03/31/2024
     PLUS84,440$6,632 03/31/2024
Rhumbline Advisers82,560$6,592 12/31/2023
     PLUS82,560$6,592 12/31/2023
Algert Global LLC78,113$6,237 12/31/2023
     PLUS78,113$6,237 12/31/2023
Legal & General Group Plc75,117$5,997 12/31/2023
     PLUS75,117$5,997 12/31/2023
Truist Financial Corp74,593$5,956 12/31/2023
     PLUS74,593$5,956 12/31/2023
Envestnet Asset Management Inc.62,150$4,962 12/31/2023
     PLUS62,150$4,962 12/31/2023
Uniplan Investment Counsel Inc.57,812$4,687 12/31/2023
     PLUS57,812$4,687 12/31/2023
D. E. Shaw & Co. Inc.58,288$4,654 12/31/2023
     PLUS58,288$4,654 12/31/2023
Phocas Financial Corp.56,977$4,549 03/31/2024
     PLUS56,977$4,549 03/31/2024
Clark Capital Management Group Inc.56,297$4,495 12/31/2023
     PLUS56,297$4,495 12/31/2023
Public Sector Pension Investment Board55,888$4,462 12/31/2023
     PLUS55,888$4,462 12/31/2023
Barclays PLC55,445$4,428 12/31/2023
     PLUS55,445$4,428 12/31/2023
Public Employees Retirement System of Ohio55,270$4,413 12/31/2023
     PLUS55,270$4,413 12/31/2023
Citadel Advisors LLC $4,381 12/31/2023
     PLUS48,273$3,854 12/31/2023
     Call7,700$615 12/31/2023
     Put1,100$88 12/31/2023

See All: Funds Holding PLUS
See Details: Top 10 Hedge Funds Holding PLUS
Also See: PLUS Insider Buying
Also See: PLUS Holdings Changes

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