Money Flow
Who's quietly buying it
Filers
314 institutions on file
PeakShares LLC
TRACKEDCIK 0002113507
$108.9M
AUM
116
positions
2
filings
latest Q1 2026
Peak XV Partners Operations LLC
TRACKEDCIK 0001886840
$109.9M
AUM
1
positions
14
filings
latest Q1 2026
PEAPACK GLADSTONE FINANCIAL CORP (PGC)
TRACKEDCIK 0001050743
$7.8M
AUM
651
positions
12
filings
latest Q1 2026
PECAUT & CO.
TRACKEDCIK 0001597200
$308.0M
AUM
66
positions
13
filings
latest Q1 2026
Peck Wealth Management, LLC
TRACKEDCIK 0002135125
$310.1M
AUM
141
positions
3
filings
latest Q1 2026
PECONIC PARTNERS LLC
TRACKEDCIK 0001050464
$5.78B
AUM
9
positions
12
filings
latest Q1 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
TRACKEDCIK 0002104543
$157.4M
AUM
85
positions
3
filings
latest Q2 2026
Pelham Capital Ltd.
TRACKEDCIK 0001654111
$127.6M
AUM
9
positions
12
filings
latest Q1 2026
Peloton Wealth Strategists
TRACKEDCIK 0001080132
$247,243
AUM
86
positions
13
filings
latest Q1 2026
Pembroke Management, LTD
TRACKEDCIK 0001063497
$637.5M
AUM
78
positions
13
filings
latest Q2 2026
PenderFund Capital Management Ltd.
TRACKEDCIK 0001706164
$638.6M
AUM
253
positions
13
filings
latest Q1 2026
Pennant Investors, LP
TRACKEDCIK 0001759176
$361.0M
AUM
17
positions
12
filings
latest Q1 2026
Pennant Select, LLC
TRACKEDCIK 0002011563
$198.9M
AUM
15
positions
10
filings
latest Q1 2026
Penn Capital Management Company, LLC
TRACKEDCIK 0001158202
$1.29B
AUM
172
positions
12
filings
latest Q1 2026
PENNINGTON PARTNERS & CO., LLC
TRACKEDCIK 0001779355
$292.0M
AUM
114
positions
6
filings
latest Q1 2026
Penn Mutual Asset Management
TRACKEDCIK 0000855702
$19.5M
AUM
9
positions
13
filings
latest Q2 2026
Pennsylvania State University
TRACKEDCIK 0002134719
$384.2M
AUM
2
positions
2
filings
latest Q1 2026
Penserra Capital Management LLC
TRACKEDCIK 0001593324
$8.5M
AUM
1,095
positions
12
filings
latest Q1 2026
Pentwater Capital Management LP
TRACKEDCIK 0001425851
$19.28B
AUM
65
positions
12
filings
latest Q1 2026
Perbak Capital Partners LLP
TRACKEDCIK 0001968437
$406.4M
AUM
294
positions
10
filings
latest Q1 2026
PERCEPTIVE ADVISORS LLC
TRACKEDCIK 0001224962
$5.12B
AUM
94
positions
18
filings
latest Q1 2026
Perennial Investment Advisors, LLC
TRACKEDCIK 0001801523
$1.26B
AUM
498
positions
12
filings
latest Q1 2026
Performa Ltd (US), LLC
TRACKEDCIK 0001650303
$442.0M
AUM
47
positions
12
filings
latest Q1 2026
PERISCOPE CAPITAL INC.
TRACKEDCIK 0001695320
$902.0M
AUM
426
positions
12
filings
latest Q1 2026
Perissos Private Wealth Management, LLC
TRACKEDCIK 0002023071
$115.2M
AUM
71
positions
9
filings
latest Q1 2026
Permanens Capital L.P.
TRACKEDCIK 0001599637
$776.3M
AUM
88
positions
12
filings
latest Q1 2026
Permanent Capital Management, LP
TRACKEDCIK 0002054108
$643.0M
AUM
155
positions
6
filings
latest Q1 2026
Permian Investment Partners, LP
TRACKEDCIK 0001472850
$904.9M
AUM
13
positions
12
filings
latest Q1 2026
Permira Holdings LTD
TRACKEDCIK 0001337150
—
AUM
1
positions
10
filings
latest Q1 2026
Permit Capital, LLC
TRACKEDCIK 0001313978
$294.4M
AUM
19
positions
13
filings
latest Q1 2026
PERRY CREEK CAPITAL LP
TRACKEDCIK 0001769704
$160.5M
AUM
12
positions
12
filings
latest Q1 2026
Perseverance Asset Management International
TRACKEDCIK 0001802695
$909.0M
AUM
21
positions
12
filings
latest Q1 2026
Pershing Square
TRACKEDCIK 0001336528
$13.71B
AUM
11
positions
13
filings
latest Q1 2026
PERSHING SQUARE INC. (PS)
TRACKEDCIK 0002026053
$569.3M
AUM
1
positions
4
filings
latest Q1 2026
Persistent Asset Partners Ltd
TRACKEDCIK 0002056052
$268.3M
AUM
283
positions
7
filings
latest Q1 2026
PERSPECTIVE WEALTH ADVISORS LLC
TRACKEDCIK 0002080427
$154.2M
AUM
55
positions
2
filings
latest Q1 2026
Per Stirling Capital Management, LLC.
TRACKEDCIK 0001689933
$905.1M
AUM
308
positions
12
filings
latest Q1 2026
Pertento Partners LLP
TRACKEDCIK 0001894571
—
AUM
—
positions
15
filings
latest Q1 2026
PETERSON WEALTH MANAGEMENT
TRACKEDCIK 0001785144
—
AUM
—
positions
12
filings
latest Q1 2026
Petiole USA ltd
TRACKEDCIK 0001600202
$143.0M
AUM
32
positions
13
filings
latest Q1 2026
PETRA FINANCIAL ADVISORS INC
TRACKEDCIK 0001971427
$215.7M
AUM
168
positions
13
filings
latest Q2 2026
Petrus Trust Company, LTA
TRACKEDCIK 0001473429
$915.1M
AUM
27
positions
12
filings
latest Q1 2026
PETTYJOHN, WOOD & WHITE, INC
TRACKEDCIK 0001128213
$627.9M
AUM
214
positions
12
filings
latest Q1 2026
PFC CAPITAL GROUP, INC.
TRACKEDCIK 0002010374
$226,812
AUM
90
positions
10
filings
latest Q1 2026
PFG Private Wealth Management, LLC
TRACKEDCIK 0001799957
—
AUM
—
positions
13
filings
latest Q2 2026
PFIZER INC (PFE)
TRACKEDCIK 0000078003
$238.8M
AUM
18
positions
6
filings
latest Q1 2026
PGGM Investments
TRACKEDCIK 0001472190
—
AUM
—
positions
12
filings
latest Q1 2026
PGIM Custom Harvest LLC
TRACKEDCIK 0001845793
$6.40B
AUM
276
positions
12
filings
latest Q1 2026
PharVision Advisers, LLC
TRACKEDCIK 0001898824
$9.9M
AUM
97
positions
7
filings
latest Q1 2026
Philadelphia Financial Management of San Francisco, LLC
TRACKEDCIK 0001351407
$345.5M
AUM
43
positions
12
filings
latest Q1 2026
PeakShares LLC
TRACKEDCIK 0002113507
$108.9M
AUM
116
positions
2
filings
latest Q1 2026
Peak XV Partners Operations LLC
TRACKEDCIK 0001886840
$109.9M
AUM
1
positions
14
filings
latest Q1 2026
PEAPACK GLADSTONE FINANCIAL CORP (PGC)
TRACKEDCIK 0001050743
$7.8M
AUM
651
positions
12
filings
latest Q1 2026
PECAUT & CO.
TRACKEDCIK 0001597200
$308.0M
AUM
66
positions
13
filings
latest Q1 2026
Peck Wealth Management, LLC
TRACKEDCIK 0002135125
$310.1M
AUM
141
positions
3
filings
latest Q1 2026
PECONIC PARTNERS LLC
TRACKEDCIK 0001050464
$5.78B
AUM
9
positions
12
filings
latest Q1 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
TRACKEDCIK 0002104543
$157.4M
AUM
85
positions
3
filings
latest Q2 2026
Pelham Capital Ltd.
TRACKEDCIK 0001654111
$127.6M
AUM
9
positions
12
filings
latest Q1 2026
Peloton Wealth Strategists
TRACKEDCIK 0001080132
$247,243
AUM
86
positions
13
filings
latest Q1 2026
Pembroke Management, LTD
TRACKEDCIK 0001063497
$637.5M
AUM
78
positions
13
filings
latest Q2 2026
PenderFund Capital Management Ltd.
TRACKEDCIK 0001706164
$638.6M
AUM
253
positions
13
filings
latest Q1 2026
Pennant Investors, LP
TRACKEDCIK 0001759176
$361.0M
AUM
17
positions
12
filings
latest Q1 2026
Pennant Select, LLC
TRACKEDCIK 0002011563
$198.9M
AUM
15
positions
10
filings
latest Q1 2026
Penn Capital Management Company, LLC
TRACKEDCIK 0001158202
$1.29B
AUM
172
positions
12
filings
latest Q1 2026
PENNINGTON PARTNERS & CO., LLC
TRACKEDCIK 0001779355
$292.0M
AUM
114
positions
6
filings
latest Q1 2026
Penn Mutual Asset Management
TRACKEDCIK 0000855702
$19.5M
AUM
9
positions
13
filings
latest Q2 2026
Pennsylvania State University
TRACKEDCIK 0002134719
$384.2M
AUM
2
positions
2
filings
latest Q1 2026
Penserra Capital Management LLC
TRACKEDCIK 0001593324
$8.5M
AUM
1,095
positions
12
filings
latest Q1 2026
Pentwater Capital Management LP
TRACKEDCIK 0001425851
$19.28B
AUM
65
positions
12
filings
latest Q1 2026
Perbak Capital Partners LLP
TRACKEDCIK 0001968437
$406.4M
AUM
294
positions
10
filings
latest Q1 2026
PERCEPTIVE ADVISORS LLC
TRACKEDCIK 0001224962
$5.12B
AUM
94
positions
18
filings
latest Q1 2026
Perennial Investment Advisors, LLC
TRACKEDCIK 0001801523
$1.26B
AUM
498
positions
12
filings
latest Q1 2026
Performa Ltd (US), LLC
TRACKEDCIK 0001650303
$442.0M
AUM
47
positions
12
filings
latest Q1 2026
PERISCOPE CAPITAL INC.
TRACKEDCIK 0001695320
$902.0M
AUM
426
positions
12
filings
latest Q1 2026
Perissos Private Wealth Management, LLC
TRACKEDCIK 0002023071
$115.2M
AUM
71
positions
9
filings
latest Q1 2026
Permanens Capital L.P.
TRACKEDCIK 0001599637
$776.3M
AUM
88
positions
12
filings
latest Q1 2026
Permanent Capital Management, LP
TRACKEDCIK 0002054108
$643.0M
AUM
155
positions
6
filings
latest Q1 2026
Permian Investment Partners, LP
TRACKEDCIK 0001472850
$904.9M
AUM
13
positions
12
filings
latest Q1 2026
Permira Holdings LTD
TRACKEDCIK 0001337150
—
AUM
1
positions
10
filings
latest Q1 2026
Permit Capital, LLC
TRACKEDCIK 0001313978
$294.4M
AUM
19
positions
13
filings
latest Q1 2026
PERRY CREEK CAPITAL LP
TRACKEDCIK 0001769704
$160.5M
AUM
12
positions
12
filings
latest Q1 2026
Perseverance Asset Management International
TRACKEDCIK 0001802695
$909.0M
AUM
21
positions
12
filings
latest Q1 2026
Pershing Square
TRACKEDCIK 0001336528
$13.71B
AUM
11
positions
13
filings
latest Q1 2026
PERSHING SQUARE INC. (PS)
TRACKEDCIK 0002026053
$569.3M
AUM
1
positions
4
filings
latest Q1 2026
Persistent Asset Partners Ltd
TRACKEDCIK 0002056052
$268.3M
AUM
283
positions
7
filings
latest Q1 2026
PERSPECTIVE WEALTH ADVISORS LLC
TRACKEDCIK 0002080427
$154.2M
AUM
55
positions
2
filings
latest Q1 2026
Per Stirling Capital Management, LLC.
TRACKEDCIK 0001689933
$905.1M
AUM
308
positions
12
filings
latest Q1 2026
Pertento Partners LLP
TRACKEDCIK 0001894571
—
AUM
—
positions
15
filings
latest Q1 2026
PETERSON WEALTH MANAGEMENT
TRACKEDCIK 0001785144
—
AUM
—
positions
12
filings
latest Q1 2026
Petiole USA ltd
TRACKEDCIK 0001600202
$143.0M
AUM
32
positions
13
filings
latest Q1 2026
PETRA FINANCIAL ADVISORS INC
TRACKEDCIK 0001971427
$215.7M
AUM
168
positions
13
filings
latest Q2 2026
Petrus Trust Company, LTA
TRACKEDCIK 0001473429
$915.1M
AUM
27
positions
12
filings
latest Q1 2026
PETTYJOHN, WOOD & WHITE, INC
TRACKEDCIK 0001128213
$627.9M
AUM
214
positions
12
filings
latest Q1 2026
PFC CAPITAL GROUP, INC.
TRACKEDCIK 0002010374
$226,812
AUM
90
positions
10
filings
latest Q1 2026
PFG Private Wealth Management, LLC
TRACKEDCIK 0001799957
—
AUM
—
positions
13
filings
latest Q2 2026
PFIZER INC (PFE)
TRACKEDCIK 0000078003
$238.8M
AUM
18
positions
6
filings
latest Q1 2026
PGGM Investments
TRACKEDCIK 0001472190
—
AUM
—
positions
12
filings
latest Q1 2026
PGIM Custom Harvest LLC
TRACKEDCIK 0001845793
$6.40B
AUM
276
positions
12
filings
latest Q1 2026
PharVision Advisers, LLC
TRACKEDCIK 0001898824
$9.9M
AUM
97
positions
7
filings
latest Q1 2026
Philadelphia Financial Management of San Francisco, LLC
TRACKEDCIK 0001351407
$345.5M
AUM
43
positions
12
filings
latest Q1 2026
Why this matters
A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.
- $135–150T
- Global stock market
- U.S. ≈ $75T — over half the world's equity
- ~41%
- Owned by institutions
- funds, banks & asset managers · OECD
- $55–65T
- Institutional holdings
- the capital that actually moves prices