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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$405
0.0% of portfolio
|
Q1 2023
Reduced 54.13%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
50
shares
|
$405
0.0% of portfolio
|
Q4 2021
Reduced 76.74%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
50
shares
|
$405
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
50
shares
|
$405
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
50
shares
|
$405
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
47
shares
|
$380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
47
shares
|
$380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
44
shares
|
$356
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
40
shares
|
$324
0.0% of portfolio
|
Q4 2021
Added 166.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
35
shares
|
$283
0.0% of portfolio
|
Q1 2023
Added 133.33%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
35
shares
|
$283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
35
shares
|
$283
0.0% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
30
shares
|
$243
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
30
shares
|
$243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$234
0.0% of portfolio
|
Q4 2022
Reduced 57.97%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
29
shares
|
$234
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
25
shares
|
$202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
25
shares
|
$202
0.0% of portfolio
|
Q1 2024
Reduced 75.25%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
25
shares
|
$202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
22
shares
|
$178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
20
shares
|
$162
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
20
shares
|
$162
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20
shares
|
$162
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
19
shares
|
$153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
18
shares
|
$145
0.0% of portfolio
|
Q1 2025
Reduced 97.6%
|