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 548 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 $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
44
shares
|
$285
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
42
shares
|
$272
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
40
shares
|
$259
0.0% of portfolio
|
Q4 2021
Added 166.67%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
35
shares
|
$227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
35
shares
|
$227
0.0% of portfolio
|
Q1 2023
Added 133.33%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
30
shares
|
$194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
29
shares
|
$188
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$188
0.0% of portfolio
|
Q4 2022
Reduced 57.97%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
25
shares
|
$162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
25
shares
|
$162
0.0% of portfolio
|
Q1 2024
Reduced 75.25%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
25
shares
|
$162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
22
shares
|
$142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
20
shares
|
$129
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20
shares
|
$129
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
20
shares
|
$129
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
19
shares
|
$123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
18
shares
|
$116
0.0% of portfolio
|
Q1 2025
Reduced 97.6%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
13
shares
|
$84
0.0% of portfolio
|
Q3 2023
Added 192.31%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13
shares
|
$84
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
12
shares
|
$77
0.0% of portfolio
|
Q1 2024
Reduced 98.46%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
11
shares
|
$71
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
11
shares
|
$71
0.0% of portfolio
|
Q3 2024
Reduced 95.07%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
10
shares
|
$64
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
10
shares
|
$64
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
10
shares
|
$64
0.0% of portfolio
|
Q3 2024
New holding
|