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 525 institutions that hold shares in the stock, with a total of 330 Million shares, which have been reported (via 13F filing form) to have a value of $3.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13
shares
|
$125
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
12
shares
|
$115
0.0% of portfolio
|
Q1 2024
Reduced 98.46%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11
shares
|
$105
0.0% of portfolio
|
Q3 2024
Reduced 95.07%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
10
shares
|
$96
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
10
shares
|
$96
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
5
shares
|
$48
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5
shares
|
$48
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$38
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
4
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
3
shares
|
$28
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
3
shares
|
$28
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
2
shares
|
$19
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2
shares
|
$19
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$9
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
1
shares
|
$9
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$9
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1
shares
|
$9
0.0% of portfolio
|
Q4 2024
New holding
|