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 $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
18
shares
|
$145
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
13
shares
|
$105
0.0% of portfolio
|
Q3 2023
Added 192.31%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13
shares
|
$105
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
12
shares
|
$97
0.0% of portfolio
|
Q1 2024
Reduced 98.46%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
11
shares
|
$89
0.0% of portfolio
|
Q3 2024
Reduced 95.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
11
shares
|
$89
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
10
shares
|
$81
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
10
shares
|
$81
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
10
shares
|
$81
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
10
shares
|
$81
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
10
shares
|
$81
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
5
shares
|
$40
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5
shares
|
$40
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
5
shares
|
$40
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
4
shares
|
$32
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
4
shares
|
$32
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
4
shares
|
$32
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
4
shares
|
$32
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
3
shares
|
$24
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
3
shares
|
$24
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$16
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2
shares
|
$16
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$16
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2
shares
|
$16
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q4 2024
New holding
|