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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
260
shares
|
$1,791
0.0% of portfolio
|
Q3 2024
Added 73.33%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
260
shares
|
$1,791
0.0% of portfolio
|
Q1 2023
Reduced 2.99%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
252
shares
|
$1,736
0.0% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
250
shares
|
$1,722
0.0% of portfolio
|
Q3 2022
Reduced 70.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
245
shares
|
$1,688
0.0% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
245
shares
|
$1,688
0.0% of portfolio
|
Q2 2024
Reduced 83.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
242
shares
|
$1,667
0.0% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
225
shares
|
$1,550
0.0% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
217
shares
|
$1,495
0.0% of portfolio
|
Q2 2022
Added 1176.47%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
200
shares
|
$1,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
200
shares
|
$1,378
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
200
shares
|
$1,378
0.0% of portfolio
|
Q2 2021
Reduced 25.65%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
200
shares
|
$1,378
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
190
shares
|
$1,309
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
189
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
188
shares
|
$1,295
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
185
shares
|
$1,274
0.0% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
182
shares
|
$1,253
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
169
shares
|
$1,164
0.0% of portfolio
|
Q4 2024
Added 28.03%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
165
shares
|
$1,136
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
155
shares
|
$1,067
0.0% of portfolio
|
Q2 2022
Reduced 76.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
151
shares
|
$1,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
150
shares
|
$1,033
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
150
shares
|
$1,033
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
150
shares
|
$1,033
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|