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 |
|---|---|---|---|---|---|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
200
shares
|
$1,298
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
200
shares
|
$1,298
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
200
shares
|
$1,298
0.0% of portfolio
|
Q2 2021
Reduced 25.65%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
192
shares
|
$1,246
0.0% of portfolio
|
Q1 2025
Reduced 60.98%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
190
shares
|
$1,233
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
185
shares
|
$1,200
0.0% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
182
shares
|
$1,181
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
165
shares
|
$1,070
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
150
shares
|
$973
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
150
shares
|
$973
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
150
shares
|
$973
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
132
shares
|
$856
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
113
shares
|
$733
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
111
shares
|
$720
0.0% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
110
shares
|
$713
0.0% of portfolio
|
Q2 2022
Reduced 90.21%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
110
shares
|
$713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
109
shares
|
$707
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
105
shares
|
$681
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
101
shares
|
$655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
100
shares
|
$649
0.0% of portfolio
|
Q2 2023
Reduced 2.91%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
100
shares
|
$649
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
100
shares
|
$649
0.0% of portfolio
|
Q2 2024
Reduced 97.83%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
100
shares
|
$649
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
100
shares
|
$649
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
100
shares
|
$649
0.0% of portfolio
|
Q4 2024
New holding
|