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 495 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
24
shares
|
$2,356
0.0% of portfolio
|
Q4 2024
Reduced 48.94%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
24
shares
|
$2,356
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
21
shares
|
$2,061
0.0% of portfolio
|
Q3 2023
Reduced 60.38%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
16
shares
|
$1,571
0.0% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
15
shares
|
$1,472
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
14
shares
|
$1,374
0.0% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
13
shares
|
$1,276
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
13
shares
|
$1,276
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12
shares
|
$1,178
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
12
shares
|
$1,178
0.0% of portfolio
|
Q2 2025
Reduced 81.82%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
12
shares
|
$1,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$1,080
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
10
shares
|
$981
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
9
shares
|
$883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$785
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7
shares
|
$687
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
7
shares
|
$687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7
shares
|
$687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
5
shares
|
$490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4
shares
|
$392
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4
shares
|
$392
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$294
0.0% of portfolio
|
Q2 2025
New holding
|