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 545 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
390
shares
|
$2,531
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
332
shares
|
$2,154
0.0% of portfolio
|
Q1 2025
Added 75.66%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
327
shares
|
$2,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
327
shares
|
$2,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
326
shares
|
$2,115
0.0% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
315
shares
|
$2,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
313
shares
|
$2,031
0.0% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
312
shares
|
$2,024
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
300
shares
|
$1,947
0.0% of portfolio
|
Q3 2022
Added 25.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
300
shares
|
$1,947
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
268
shares
|
$1,739
0.0% of portfolio
|
Q1 2025
Reduced 64.03%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
265
shares
|
$1,719
0.0% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
260
shares
|
$1,687
0.0% of portfolio
|
Q1 2023
Reduced 2.99%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
260
shares
|
$1,687
0.0% of portfolio
|
Q3 2024
Added 73.33%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
252
shares
|
$1,635
0.0% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
250
shares
|
$1,622
0.0% of portfolio
|
Q1 2025
Reduced 96.97%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
250
shares
|
$1,622
0.0% of portfolio
|
Q3 2022
Reduced 70.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
245
shares
|
$1,590
0.0% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
245
shares
|
$1,590
0.0% of portfolio
|
Q2 2024
Reduced 83.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
242
shares
|
$1,570
0.0% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
238
shares
|
$1,544
0.0% of portfolio
|
Q2 2025
Added 621.21%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
225
shares
|
$1,460
0.0% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
217
shares
|
$1,408
0.0% of portfolio
|
Q2 2022
Added 1176.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
216
shares
|
$1,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
200
shares
|
$1,298
0.0% of portfolio
|
Q1 2022
New holding
|