Institutional Ownership Peloton Interactive, Inc. (PTON)
This table provides information about the institutional ownership of Peloton Interactive, Inc. (PTON). We have compiled data on the 536 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
517
shares
|
$3,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
514
shares
|
$3,541
0.0% of portfolio
|
Q4 2021
Added 36.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
503
shares
|
$3,465
0.0% of portfolio
|
Q4 2024
Reduced 52.86%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
500
shares
|
$3,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
500
shares
|
$3,445
0.0% of portfolio
|
Q4 2022
Reduced 15.97%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
492
shares
|
$3,389
0.0% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
481
shares
|
$3,314
0.0% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
481
shares
|
$3,314
0.0% of portfolio
|
Q1 2022
Reduced 3.99%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
439
shares
|
$3,024
0.0% of portfolio
|
Q3 2022
Added 11.7%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
400
shares
|
$2,756
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$2,756
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
390
shares
|
$2,687
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
366
shares
|
$2,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
362
shares
|
$2,494
0.0% of portfolio
|
Q3 2024
Reduced 86.58%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
327
shares
|
$2,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
327
shares
|
$2,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
326
shares
|
$2,246
0.0% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
315
shares
|
$2,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
313
shares
|
$2,156
0.0% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
312
shares
|
$2,149
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
300
shares
|
$2,067
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
300
shares
|
$2,067
0.0% of portfolio
|
Q3 2022
Added 25.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
300
shares
|
$2,067
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
281
shares
|
$1,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
272
shares
|
$1,874
0.0% of portfolio
|
Q4 2024
Added 7.51%
|