Phinia Inc.
PHIN- Exchange
- NYSE
- Industry
- Motor Vehicle Parts & Accessories
- SEC CIK
- 0001968915
In the last 90 days, Phinia Inc. insiders filed 0 open-market purchases and 6 sales; 393 institutions reported holding it in 13F filings for Q2 2026, worth $3.10B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Phinia Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 312
- +5 vs. Q3 2023
- Shares held
- 43.3M
- +1.06M (+2.5%) vs. Q3 2023
- Total value
- $1.31B
- +$180.0M (+15.9%) vs. Q3 2023
- New holders
- 69
- 79 more added
- Sold out
- 64
- 120 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 393 | $3.10B |
| Q1 2026 | 386 | $2.61B |
| Q4 2025 | 369 | $2.43B |
| Q3 2025 | 355 | $2.21B |
| Q2 2025 | 333 | $1.77B |
| Q1 2025 | 335 | $1.67B |
| Q4 2024 | 334 | $2.02B |
| Q3 2024 | 337 | $1.97B |
| Q2 2024 | 342 | $1.63B |
| Q1 2024 | 346 | $1.64B |
| Q4 2023 | 312 | $1.31B |
| Q3 2023 | 308 | $1.13B |
| Q2 2023 | 3 | $969.7K |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Phinia Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 959 | $29.0K | 0.00% | +216+29.1% | Added |
| SYSTM Wealth Solutions LLC | 932 | $28.2K | 0.00% | +932 | New |
| Bessemer Group Inc | 901 | $28.0K | 0.00% | −81−8.2% | Reduced |
| MetLife Investment Management | 907 | $27.5K | 0.00% | −19−2.1% | Reduced |
| Advisors Asset Management, Inc. | 855 | $25.9K | 0.00% | −715−45.5% | Reduced |
| Massmutual Trust Co FSB | 768 | $23.3K | 0.00% | −587−43.3% | Reduced |
| Lazard Asset Management LLC | 754 | $22.0K | 0.00% | −7−0.9% | Reduced |
| Fifth Third Bancorp | 708 | $21.4K | 0.00% | −851−54.6% | Reduced |
| EverSource Wealth Advisors, LLC | 559 | $16.9K | 0.00% | +559 | New |
| GAMMA Investing LLC | 446 | $13.5K | 0.00% | +446 | New |
| Nomura Asset Management Co Ltd | 402 | $12.2K | 0.00% | −134−25.0% | Reduced |
| AlphaCentric Advisors LLC | 399 | $12.1K | 0.01% | −49−10.9% | Reduced |
| HM Payson & Co | 382 | $11.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 380 | $11.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 373 | $11.0K | 0.00% | +30+8.7% | Added |
| Parallel Advisors, LLC | 342 | $10.4K | 0.00% | +342 | New |
| Northwestern Mutual Wealth Management Co | 336 | $10.2K | 0.00% | −12−3.4% | Reduced |
| Loomis Sayles & Co L P | 319 | $10.0K | 0.00% | +319 | New |
| DAGCO, Inc. | 329 | $9.96K | 0.01% | +329 | New |
| Dynamic Wealth Strategies, LLC | 329 | $9.96K | 0.01% | +329 | New |
| Signaturefd, LLC | 322 | $9.75K | 0.00% | −93−22.4% | Reduced |
| National Bank of Canada | 315 | $9.61K | 0.00% | −476−60.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 300 | $9.18K | 0.00% | +260+650.0% | Added |
| Bartlett & Co. LLC | 300 | $9.00K | 0.00% | +260+650.0% | Added |
| Quadrant Capital Group LLC | 292 | $8.85K | 0.00% | −288−49.7% | Reduced |
| Colonial Trust Advisors | 290 | $8.78K | 0.00% | +290 | New |
| JFS Wealth Advisors, LLC | 284 | $8.59K | 0.00% | +3+1.1% | Added |
| Central Trust Co | 274 | $8.30K | 0.00% | +17+6.6% | Added |
| Capital Analysts, LLC | 239 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 225 | $6.82K | 0.00% | +225 | New |
| TD Waterhouse Canada Inc. | 240 | $6.79K | 0.00% | +28+13.2% | Added |
| Wolff Wiese Magana LLC | 201 | $6.09K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 201 | $6.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $6.06K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 181 | $5.49K | 0.00% | +181 | New |
| United Community Bank | 179 | $5.42K | 0.00% | −11−5.8% | Reduced |
| Harbour Investments, Inc. | 160 | $4.86K | 0.00% | +4+2.6% | Added |
| Deseret Mutual Benefit Administrators | 152 | $4.60K | 0.00% | −47−23.6% | Reduced |
| Umb Bank N A | 151 | $4.57K | 0.00% | −8−5.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 145 | $4.39K | 0.00% | +40+38.1% | Added |
| Operose Advisors LLC | 136 | $4.12K | 0.00% | −210−60.7% | Reduced |
| NBC Securities, Inc. | 165 | $4.00K | 0.00% | +165 | New |
| Westside Investment Management, Inc. | 128 | $3.88K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 119 | $3.60K | 0.00% | −43−26.5% | Reduced |
| Global Retirement Partners, LLC | 123 | $3.55K | 0.00% | −4−3.1% | Reduced |
| Advisory Services Network, LLC | 117 | $3.54K | 0.00% | +117 | New |
| Johnson Financial Group, Inc. | 114 | $3.45K | 0.00% | −633−84.7% | Reduced |
| TD Private Client Wealth LLC | 111 | $3.36K | 0.00% | −47−29.7% | Reduced |
| Strengthening Families & Communities, LLC | 107 | $3.24K | 0.00% | +97+970.0% | Added |
| Covestor Ltd | 108 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 88 | $2.68K | 0.00% | −50−36.2% | Reduced |
| GWM Advisors LLC | 84 | $2.53K | 0.00% | −13−13.4% | Reduced |
| Desjardins Global Asset Management Inc. | 82 | $2.48K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 77 | $2.33K | 0.00% | −4−4.9% | Reduced |
| Larson Financial Group LLC | 76 | $2.30K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 70 | $2.13K | 0.00% | +1+1.4% | Added |
| AlphaMark Advisors, LLC | 50 | $2.00K | 0.00% | −10−16.7% | Reduced |
| TSFG, LLC | 54 | $2.00K | 0.00% | −12−18.2% | Reduced |
| MCF Advisors LLC | 66 | $2.00K | 0.00% | +10+17.9% | Added |
| Ronald Blue Trust, Inc. | 66 | $2.00K | 0.00% | +66 | New |
| Highlander Capital Management, LLC | 60 | $1.82K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 60 | $1.82K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 60 | $1.82K | 0.00% | +60 | New |
| JJJ Advisors Inc. | 59 | $1.79K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 56 | $1.70K | 0.00% | +56 | New |
| Grove Bank & Trust | 51 | $1.54K | 0.00% | +11+27.5% | Added |
| Bell Investment Advisors, Inc | 47 | $1.42K | 0.00% | +9+23.7% | Added |
| Glassman Wealth Services | 44 | $1.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $1.30K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $1.12K | 0.00% | +37 | New |
| Nemes Rush Group LLC | 35 | $1.06K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 28 | $1.00K | 0.00% | +2+7.7% | Added |
| Capital Advisors, Ltd. LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 32 | $970 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $969 | 0.00% | −40−55.6% | Reduced |
| Lee Financial Co | 30 | $909 | 0.00% | −7−18.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 30 | $909 | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 26 | $788 | 0.00% | +26 | New |
| Cullen/Frost Bankers, Inc. | 20 | $606 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 19 | $576 | 0.00% | −2−9.5% | Reduced |
| Prestige Wealth Management Group LLC | 17 | $515 | 0.00% | −8−32.0% | Reduced |
| Sachetta, LLC | 14 | $425 | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 12 | $364 | 0.00% | −30−71.4% | Reduced |
| Red Tortoise LLC | 12 | $363 | 0.00% | +12 | New |
| Principal Securities, Inc. | 11 | $333 | 0.00% | +11 | New |
| Key Financial Inc | 10 | $303 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $243 | 0.00% | +8 | New |
| Abich Financial Wealth Management LLC | 7 | $216 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $213 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $182 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $182 | 0.00% | +6 | New |
| First Manhattan Co | 6 | $181 | 0.00% | +6 | New |
| Zions Bancorporation, N.A. | 5 | $151 | 0.00% | −72−93.5% | Reduced |
| Glen Eagle Advisors, LLC | 5 | $151 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $151 | 0.00% | +5 | New |
| Birchbrook, Inc. | 4 | $124 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 4 | $122 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $122 | 0.00% | +4 | New |