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, Q3 2024
Institutional positions in Phinia Inc. as of Sep 30, 2024. 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
- 337
- −2 vs. Q2 2024
- Shares held
- 42.8M
- +8.35M (+24.2%) vs. Q2 2024
- Total value
- $1.97B
- +$613.3M (+45.2%) vs. Q2 2024
- New holders
- 51
- 91 more added
- Sold out
- 53
- 112 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Phinia Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 5,016 | $230.9K | 0.00% | +5,016 | New |
| Oppenheimer Asset Management Inc. | 4,992 | $229.8K | 0.00% | −924−15.6% | Reduced |
| Twelve Points Wealth Management LLC | 4,863 | $223.8K | 0.07% | −219−4.3% | Reduced |
| Panagora Asset Management Inc | 4,605 | $212.0K | 0.00% | +4,605 | New |
| Quent Capital, LLC | 4,493 | $206.8K | 0.02% | −790−15.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,450 | $204.8K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,427 | $204.0K | 0.00% | +4,427 | New |
| Creative Planning | 4,403 | $202.7K | 0.00% | +4,403 | New |
| Investors Research Corp | 4,237 | $195.0K | 0.04% | −433−9.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,200 | $193.3K | 0.04% | +4,200 | New |
| Advisor Group Holdings, Inc. | 3,690 | $170.0K | 0.00% | −92−2.4% | Reduced |
| Turtle Creek Asset Management Inc. | 2,100 | $96.7K | 0.00% | −1,900−47.5% | Reduced |
| Rothschild Investment LLC | 1,725 | $79.4K | 0.01% | +45+2.7% | Added |
| Central Pacific Bank - Trust Division | 1,600 | $73.6K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,222 | $70.0K | 0.00% | +3,152+4,502.9% | Added |
| Tower Research Capital LLC (TRC) | 1,518 | $69.9K | 0.00% | −5,775−79.2% | Reduced |
| KBC Group NV | 1,495 | $69.0K | 0.00% | +494+49.4% | Added |
| GAMMA Investing LLC | 1,403 | $64.6K | 0.01% | +271+23.9% | Added |
| Parkside Financial Bank & Trust | 1,252 | $57.6K | 0.01% | +48+4.0% | Added |
| CWM, LLC | 1,131 | $52.0K | 0.00% | −47−4.0% | Reduced |
| Castleark Management LLC | 1,114 | $51.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,107 | $51.0K | 0.00% | −36−3.1% | Reduced |
| Bessemer Group Inc | 954 | $45.0K | 0.00% | +59+6.6% | Added |
| Nomura Asset Management Co Ltd | 890 | $41.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 890 | $41.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 719 | $33.1K | 0.00% | −4,802−87.0% | Reduced |
| Fifth Third Bancorp | 652 | $30.0K | 0.00% | +29+4.7% | Added |
| Quadrant Capital Group LLC | 643 | $29.6K | 0.00% | −4−0.6% | Reduced |
| Global Trust Asset Management, LLC | 559 | $25.7K | 0.01% | −7−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 538 | $24.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 402 | $18.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 380 | $17.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 371 | $17.1K | 0.00% | −2−0.5% | Reduced |
| Parallel Advisors, LLC | 338 | $15.6K | 0.00% | −62−15.5% | Reduced |
| Colonial Trust Advisors | 335 | $15.4K | 0.00% | −15−4.3% | Reduced |
| Covestor Ltd | 312 | $15.0K | 0.01% | +242+345.7% | Added |
| Farther Finance Advisors, LLC | 324 | $14.9K | 0.00% | +91+39.1% | Added |
| Rosenberg Matthew Hamilton | 322 | $14.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 303 | $14.0K | 0.00% | +1+0.3% | Added |
| Smartleaf Asset Management LLC | 280 | $13.2K | 0.00% | +122+77.2% | Added |
| Truvestments Capital LLC | 280 | $12.9K | 0.00% | +280 | New |
| Cape Investment Advisory, Inc. | 280 | $12.9K | 0.01% | −732−72.3% | Reduced |
| Umb Bank N A | 239 | $11.0K | 0.00% | +50+26.5% | Added |
| Capital Analysts, LLC | 239 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 227 | $10.4K | 0.00% | +108+90.8% | Added |
| Whittier Trust Co of Nevada Inc | 217 | $9.99K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 212 | $9.76K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 201 | $9.25K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $9.11K | 0.00% | −57−22.2% | Reduced |
| Harbor Capital Advisors, Inc. | 203 | $9.00K | 0.00% | +203 | New |
| Sound Income Strategies, LLC | 185 | $8.50K | 0.00% | +1+0.5% | Added |
| Harbour Investments, Inc. | 182 | $8.37K | 0.00% | +31+20.5% | Added |
| JFS Wealth Advisors, LLC | 172 | $7.92K | 0.00% | +1+0.6% | Added |
| Sunbelt Securities, Inc. | 169 | $7.78K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 168 | $7.73K | 0.00% | +1+0.6% | Added |
| Lindbrook Capital, LLC | 160 | $7.37K | 0.00% | +13+8.8% | Added |
| Skopos Labs, Inc. | 160 | $7.37K | 0.00% | +160 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 145 | $6.67K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 144 | $6.63K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 144 | $6.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 141 | $6.50K | 0.00% | −38−21.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 122 | $6.00K | 0.00% | −80−39.6% | Reduced |
| Versant Capital Management, Inc | 129 | $5.94K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 129 | $5.94K | 0.00% | −4,636−97.3% | Reduced |
| Johnson Financial Group, Inc. | 112 | $5.16K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 104 | $4.79K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 119 | $4.68K | 0.00% | +32+36.8% | Added |
| Cromwell Holdings LLC | 98 | $4.51K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 88 | $4.13K | 0.00% | +3+3.5% | Added |
| Capital Advisors, Ltd. LLC | 91 | $4.00K | 0.00% | +36+65.5% | Added |
| Princeton Global Asset Management LLC | 86 | $3.96K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 85 | $3.91K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 83 | $3.82K | 0.00% | +3+3.8% | Added |
| Larson Financial Group LLC | 82 | $3.79K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 75 | $3.45K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 73 | $3.34K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 67 | $3.08K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 65 | $2.97K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 60 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 60 | $2.76K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 59 | $2.71K | 0.00% | +59 | New |
| MCF Advisors LLC | 56 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $2.44K | 0.00% | −10−15.9% | Reduced |
| Bryn Mawr Trust Co | 53 | $2.44K | 0.00% | +53 | New |
| Grove Bank & Trust | 51 | $2.35K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $2.30K | 0.00% | −17−25.4% | Reduced |
| Aspire Private Capital, LLC | 49 | $2.27K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 46 | $2.12K | 0.00% | +46 | New |
| Massmutual Trust Co FSB | 44 | $2.02K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $1.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.61K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 34 | $1.58K | 0.01% | +34 | New |
| CVA Family Office, LLC | 32 | $1.47K | 0.00% | −5−13.5% | Reduced |
| Capital Performance Advisors LLP | 31 | $1.43K | 0.00% | +31 | New |
| Talon Private Wealth, LLC | 31 | $1.43K | 0.00% | +31 | New |
| Federation des caisses Desjardins du Quebec | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 26 | $1.20K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 29 | $1.00K | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 21 | $967 | 0.00% | +12+133.3% | Added |