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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
10
shares
|
$64
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
5
shares
|
$32
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
5
shares
|
$32
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5
shares
|
$32
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
5
shares
|
$32
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
4
shares
|
$25
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
4
shares
|
$25
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
4
shares
|
$25
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
3
shares
|
$19
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
3
shares
|
$19
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2
shares
|
$12
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$12
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
2
shares
|
$12
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q1 2025
Reduced 99.81%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|