Institutional Ownership Paccar Inc (PCAR)
This table provides information about the institutional ownership of Paccar Inc (PCAR). We have compiled data on the 1,106 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $35.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
11,893
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 30, 2024 Q2 2024 |
11,845
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Added 22.85%
|
|
Everett Harris & CO
|
Aug 01, 2024 Q2 2024 |
11,818
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2024 Q2 2024 |
11,640
shares
|
$1.2 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
11,530
shares
|
$1.19 Million
0.95% of portfolio
|
Q4 2023
New holding
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 22, 2024 Q2 2024 |
11,460
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Added 1.47%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
11,347
shares
|
$1.17 Million
0.3% of portfolio
|
Q1 2024
Added 0.04%
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
11,233
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
11,148
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Wahed Invest LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,123
shares
|
$1.15 Million
0.23% of portfolio
|
Q2 2024
Added 13.12%
|
|
Twelve Points Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
11,034
shares
|
$1.14 Million
0.41% of portfolio
|
Q2 2024
Added 8.0%
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
10,862
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
10,724
shares
|
$1.11 Million
0.35% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,625
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.52%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
10,623
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
10,565
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Aug 12, 2024 Q2 2024 |
10,536
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
One Degree Advisors Inc
San Diego, CA |
Aug 09, 2024 Q2 2024 |
10,371
shares
|
$1.07 Million
0.51% of portfolio
|
Q4 2023
New holding
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
10,363
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2024
Added 69.36%
|
|
Intellectus Partners, LLC
San Francisco, CA |
Jul 18, 2024 Q2 2024 |
10,201
shares
|
$1.05 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
10,169
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
10,051
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Added 0.42%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
10,001
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Versor Investments LP
|
Aug 01, 2024 Q2 2024 |
10,000
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2024
Added 61.29%
|
|
Schneider Downs Wealth Management Advisors, LP
|
Aug 07, 2024 Q2 2024 |
9,891
shares
|
$1.02 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.58%
|