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 2024
Institutional positions in Phinia Inc. as of Dec 31, 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
- 334
- +2 vs. Q3 2024
- Shares held
- 41.8M
- −967.3K (−2.3%) vs. Q3 2024
- Total value
- $2.02B
- +$45.4M (+2.3%) vs. Q3 2024
- New holders
- 45
- 91 more added
- Sold out
- 43
- 118 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Phinia Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 4,450 | $214.4K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,513 | $210.0K | 0.00% | −2,162−32.4% | Reduced |
| Optimize Financial Inc | 4,272 | $205.8K | 0.15% | +4,272 | New |
| Investors Research Corp | 4,237 | $204.1K | 0.04% | 00.0% | Unchanged |
| State of Michigan Retirement System | 4,218 | $203.2K | 0.00% | +4,218 | New |
| Quest Partners LLC | 3,584 | $172.6K | 0.02% | +3,584 | New |
| Advisor Group Holdings, Inc. | 3,338 | $160.9K | 0.00% | −352−9.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,982 | $143.7K | 0.04% | +2,982 | New |
| Quent Capital, LLC | 2,891 | $139.2K | 0.01% | −1,602−35.7% | Reduced |
| KBC Group NV | 2,180 | $105.0K | 0.00% | +685+45.8% | Added |
| Rothschild Investment LLC | 1,720 | $82.9K | 0.01% | −5−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,700 | $81.9K | 0.00% | +182+12.0% | Added |
| Central Pacific Bank - Trust Division | 1,600 | $77.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,530 | $73.7K | 0.01% | +127+9.1% | Added |
| Turtle Creek Asset Management Inc. | 1,500 | $72.3K | 0.00% | −600−28.6% | Reduced |
| CWM, LLC | 1,470 | $71.0K | 0.00% | +339+30.0% | Added |
| State of Wyoming | 1,438 | $69.3K | 0.01% | −5,957−80.6% | Reduced |
| Oakworth Capital, Inc. | 1,107 | $53.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,033 | $50.0K | 0.00% | +79+8.3% | Added |
| Caitong International Asset Management Co., Ltd | 927 | $44.7K | 0.04% | +927 | New |
| Nomura Asset Management Co Ltd | 890 | $42.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 890 | $42.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 714 | $34.9K | 0.00% | −5−0.7% | Reduced |
| Smartleaf Asset Management LLC | 698 | $33.1K | 0.00% | +418+149.3% | Added |
| Quadrant Capital Group LLC | 678 | $32.7K | 0.00% | +35+5.4% | Added |
| Fifth Third Bancorp | 601 | $28.9K | 0.00% | −51−7.8% | Reduced |
| Global Trust Asset Management, LLC | 559 | $26.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 537 | $25.9K | 0.00% | −1−0.2% | Reduced |
| Lazard Asset Management LLC | 528 | $25.0K | 0.00% | −8,392−94.1% | Reduced |
| Jones Financial Companies LLLP | 480 | $23.1K | 0.00% | +392+445.5% | Added |
| Group One Trading, L.P. | 400 | $19.3K | 0.00% | +400 | New |
| Signaturefd, LLC | 398 | $19.2K | 0.00% | −4−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 368 | $17.6K | 0.00% | −3−0.8% | Reduced |
| Rosenberg Matthew Hamilton | 310 | $14.9K | 0.00% | −12−3.7% | Reduced |
| Creative Financial Designs Inc | 305 | $14.7K | 0.00% | +2+0.7% | Added |
| Parallel Advisors, LLC | 281 | $13.5K | 0.00% | −57−16.9% | Reduced |
| Truvestments Capital LLC | 281 | $13.5K | 0.00% | +1+0.4% | Added |
| Colonial Trust Advisors | 275 | $13.2K | 0.00% | −60−17.9% | Reduced |
| Greenline Partners, LLC | 250 | $12.0K | 0.00% | +250 | New |
| Covestor Ltd | 253 | $12.0K | 0.01% | −59−18.9% | Reduced |
| Harbor Capital Advisors, Inc. | 244 | $12.0K | 0.00% | +41+20.2% | Added |
| Umb Bank N A | 239 | $11.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 234 | $11.3K | 0.00% | −90−27.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 227 | $10.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 217 | $10.4K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 212 | $10.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 201 | $9.68K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $9.63K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 177 | $9.00K | 0.00% | −62−25.9% | Reduced |
| Sound Income Strategies, LLC | 186 | $8.94K | 0.00% | +1+0.5% | Added |
| Montag A & Associates Inc | 180 | $8.67K | 0.00% | −200−52.6% | Reduced |
| JFS Wealth Advisors, LLC | 173 | $8.32K | 0.00% | +1+0.6% | Added |
| Mather Group, LLC. | 168 | $8.09K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 169 | $8.02K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 166 | $8.00K | 0.00% | +6+3.8% | Added |
| Harbour Investments, Inc. | 163 | $7.83K | 0.00% | −19−10.4% | Reduced |
| Lindbrook Capital, LLC | 160 | $7.71K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 145 | $6.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 137 | $6.97K | 0.00% | −4−2.8% | Reduced |
| Central Trust Co | 144 | $6.94K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 128 | $6.17K | 0.00% | −1−0.8% | Reduced |
| AdvisorNet Financial, Inc | 106 | $5.11K | 0.00% | −38−26.4% | Reduced |
| Cromwell Holdings LLC | 98 | $4.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 98 | $4.72K | 0.00% | +98 | New |
| Princeton Global Asset Management LLC | 86 | $4.14K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 84 | $4.05K | 0.00% | +84 | New |
| Capital Advisors, Ltd. LLC | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 83 | $3.99K | 0.00% | +1+1.2% | Added |
| HM Payson & Co | 80 | $3.85K | 0.00% | −3−3.6% | Reduced |
| First Horizon Advisors, Inc. | 78 | $3.76K | 0.00% | +19+32.2% | Added |
| MAI Capital Management | 77 | $3.72K | 0.00% | +77 | New |
| Riverview Trust Co | 75 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $3.56K | 0.00% | +21+39.6% | Added |
| WPG Advisers, LLC | 74 | $3.56K | 0.00% | +74 | New |
| GWM Advisors LLC | 69 | $3.30K | 0.00% | −4−5.5% | Reduced |
| Optimum Investment Advisors | 65 | $3.11K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 64 | $3.08K | 0.00% | −40−38.5% | Reduced |
| Sittner & Nelson, LLC | 60 | $2.89K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 59 | $2.84K | 0.00% | +59 | New |
| Parkside Financial Bank & Trust | 58 | $2.79K | 0.00% | −1,194−95.4% | Reduced |
| MCF Advisors LLC | 56 | $2.70K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 54 | $2.63K | 0.00% | +54 | New |
| Bryn Mawr Trust Co | 53 | $2.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 47 | $2.26K | 0.00% | +47 | New |
| Principal Securities, Inc. | 46 | $2.22K | 0.00% | +26+130.0% | Added |
| Cape Investment Advisory, Inc. | 40 | $1.93K | 0.00% | −240−85.7% | Reduced |
| CVA Family Office, LLC | 32 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 32 | $1.54K | 0.00% | +32 | New |
| Ronald Blue Trust, Inc. | 31 | $1.49K | 0.00% | −88−73.9% | Reduced |
| Talon Private Wealth, LLC | 31 | $1.49K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30 | $1.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $1.25K | 0.00% | +18+225.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 26 | $1.25K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 24 | $1.16K | 0.00% | +24 | New |
| Hantz Financial Services, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 28 | $1.00K | 0.00% | −1−3.4% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $963 | 0.00% | −15−42.9% | Reduced |
| Deseret Mutual Benefit Administrators | 19 | $915 | 0.00% | 00.0% | Unchanged |