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 564 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $2.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
589
shares
|
$4,770
0.0% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
550
shares
|
$4,455
0.0% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
514
shares
|
$4,163
0.0% of portfolio
|
Q4 2021
Added 36.7%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
500
shares
|
$4,050
0.0% of portfolio
|
Q4 2022
Reduced 15.97%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
500
shares
|
$4,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
493
shares
|
$3,993
0.0% of portfolio
|
Q2 2025
Added 168.15%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
481
shares
|
$3,896
0.0% of portfolio
|
Q1 2022
Reduced 3.99%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
439
shares
|
$3,555
0.0% of portfolio
|
Q3 2022
Added 11.7%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
435
shares
|
$3,523
0.0% of portfolio
|
Q2 2025
Reduced 21.76%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$3,240
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
390
shares
|
$3,159
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
380
shares
|
$3,078
0.0% of portfolio
|
Q2 2025
Reduced 52.14%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
327
shares
|
$2,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
327
shares
|
$2,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
326
shares
|
$2,640
0.0% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
300
shares
|
$2,430
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
300
shares
|
$2,430
0.0% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
275
shares
|
$2,227
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
260
shares
|
$2,106
0.0% of portfolio
|
Q3 2024
Added 73.33%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
260
shares
|
$2,106
0.0% of portfolio
|
Q1 2023
Reduced 2.99%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
252
shares
|
$2,041
0.0% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
250
shares
|
$2,025
0.0% of portfolio
|
Q3 2022
Reduced 70.06%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
248
shares
|
$2,008
0.0% of portfolio
|
Q2 2025
Reduced 25.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
245
shares
|
$1,984
0.0% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
245
shares
|
$1,984
0.0% of portfolio
|
Q2 2024
Reduced 83.79%
|