Institutional Ownership Performance Food Group CO (PFGC)
This table provides information about the institutional ownership of Performance Food Group CO (PFGC). We have compiled data on the 452 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
140
shares
|
$12,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
138
shares
|
$12,018
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
132
shares
|
$11,495
0.0% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
132
shares
|
$11,495
0.0% of portfolio
|
Q2 2024
Added 24.53%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
129
shares
|
$11,234
0.0% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
123
shares
|
$10,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
100
shares
|
$8,709
0.0% of portfolio
|
Q3 2022
Reduced 2.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$8,709
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
100
shares
|
$8,709
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
97
shares
|
$8,447
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
94
shares
|
$8,186
0.0% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
94
shares
|
$8,186
0.0% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
93
shares
|
$8,099
0.0% of portfolio
|
Q4 2024
Added 45.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
85
shares
|
$7,402
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
83
shares
|
$7,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
81
shares
|
$7,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
81
shares
|
$7,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
72
shares
|
$6,270
0.0% of portfolio
|
Q4 2024
Reduced 87.52%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
72
shares
|
$6,270
0.0% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
65
shares
|
$5,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
65
shares
|
$5,660
0.0% of portfolio
|
Q4 2024
Added 242.11%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
63
shares
|
$5,486
0.0% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
61
shares
|
$5,312
0.0% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
61
shares
|
$5,312
0.0% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
56
shares
|
$4,877
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|