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 527 institutions that hold shares in the stock, with a total of 331 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
217
shares
|
$1,414
0.0% of portfolio
|
Q2 2022
Added 1176.47%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
200
shares
|
$1,304
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
200
shares
|
$1,304
0.0% of portfolio
|
Q3 2022
Reduced 28.83%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
200
shares
|
$1,304
0.0% of portfolio
|
Q2 2021
Reduced 25.65%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
200
shares
|
$1,304
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
200
shares
|
$1,304
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
190
shares
|
$1,238
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
189
shares
|
$1,232
0.0% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
188
shares
|
$1,225
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
185
shares
|
$1,206
0.0% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
179
shares
|
$1,167
0.0% of portfolio
|
Q2 2023
Added 616.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
169
shares
|
$1,101
0.0% of portfolio
|
Q4 2024
Added 28.03%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
165
shares
|
$1,075
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
155
shares
|
$1,010
0.0% of portfolio
|
Q2 2022
Reduced 76.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
151
shares
|
$984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
150
shares
|
$977
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
150
shares
|
$977
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
150
shares
|
$977
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
146
shares
|
$951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
139
shares
|
$906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
139
shares
|
$906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
132
shares
|
$860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
125
shares
|
$815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
113
shares
|
$736
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
111
shares
|
$723
0.0% of portfolio
|
Q3 2024
Reduced 49.32%
|