Skip to main content
Livermore
Livermore
ZHEN

Polaris Inc.

PII
Exchange
NYSE
Industry
Miscellaneous Transportation Equipment
SEC CIK
0000931015

No open-market purchases or sales by Polaris Inc. insiders were filed in the last 90 days; 479 institutions reported holding it in 13F filings for Q2 2026, worth $3.50B in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Polaris Inc. as of Mar 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
467
+15 vs. Q4 2022
Shares held
50.9M
−17.8K (0.0%) vs. Q4 2022
Total value
$5.63B
+$490.2M (+9.5%) vs. Q4 2022
New holders
59
148 more added
Sold out
44
165 more reduced

8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PII 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.

Institutional holdersQ1 2023: 467 institutions
Q1 2021: 505 institutionsQ2 2021: 505 institutionsQ3 2021: 478 institutionsQ4 2021: 497 institutionsQ1 2022: 452 institutionsQ2 2022: 437 institutionsQ3 2022: 431 institutionsQ4 2022: 460 institutionsQ1 2023: 467 institutionsQ2 2023: 463 institutionsQ3 2023: 482 institutionsQ4 2023: 476 institutionsQ1 2024: 463 institutionsQ2 2024: 449 institutionsQ3 2024: 442 institutionsQ4 2024: 435 institutionsQ1 2025: 393 institutionsQ2 2025: 412 institutionsQ3 2025: 428 institutionsQ4 2025: 466 institutionsQ1 2026: 448 institutionsQ2 2026: 479 institutions
Value heldQ1 2023: $5.63B
Q1 2021: $6.25BQ2 2021: $7.01BQ3 2021: $6.20BQ4 2021: $5.66BQ1 2022: $5.56BQ2 2022: $5.46BQ3 2022: $4.86BQ4 2022: $5.15BQ1 2023: $5.63BQ2 2023: $6.02BQ3 2023: $5.22BQ4 2023: $4.54BQ1 2024: $4.78BQ2 2024: $3.68BQ3 2024: $3.81BQ4 2024: $2.82BQ1 2025: $2.15BQ2 2025: $2.39BQ3 2025: $3.22BQ4 2025: $3.67BQ1 2026: $3.02BQ2 2026: $3.50B
Institutions holding PII and their total value by quarter
QuarterHoldersValue
Q2 2026479$3.50B
Q1 2026448$3.02B
Q4 2025466$3.67B
Q3 2025428$3.22B
Q2 2025412$2.39B
Q1 2025393$2.15B
Q4 2024435$2.82B
Q3 2024442$3.81B
Q2 2024449$3.68B
Q1 2024463$4.78B
Q4 2023476$4.54B
Q3 2023482$5.22B
Q2 2023463$6.02B
Q1 2023467$5.63B
Q4 2022460$5.15B
Q3 2022431$4.86B
Q2 2022437$5.46B
Q1 2022452$5.56B
Q4 2021497$5.66B
Q3 2021478$6.20B
Q2 2021505$7.01B
Q1 2021505$6.25B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Polaris Inc.; share changes are against Q4 2022.

Institutions holding PII in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Addison Advisors LLC479$53.0K0.03%00.0%Unchanged
Spire Wealth Management502$55.5K0.00%+11+2.2%Added
BerganKDV Wealth Management, LLC558$61.7K0.01%+228+69.1%Added
International Assets Investment Management, LLC578$63.9K0.01%+578New
Signaturefd, LLC586$64.8K0.00%+190+48.0%Added
Benjamin F. Edwards & Company, Inc.621$69.0K0.00%−124−16.6%Reduced
Whittier Trust Co650$71.9K0.00%00.0%Unchanged
Tradition Wealth Management, LLC652$72.0K0.01%+400+158.7%Added
Pointe Capital Management LLC675$74.7K0.05%+675New
Federation des caisses Desjardins du Quebec684$75.7K0.00%00.0%Unchanged
National Bank of Canada700$77.4K0.00%−16−2.2%Reduced
Global Trust Asset Management, LLC731$80.9K0.04%00.0%Unchanged
Benjamin Edwards Inc848$94.0K0.02%−5−0.6%Reduced
Stephens Consulting, LLC910$100.7K0.06%00.0%Unchanged
CWM, LLC940$104.0K0.00%−96−9.3%Reduced
Cutler Group LP959$106.0K0.02%−1,610−62.7%Reduced
Itau Unibanco Holding S.A.987$109.2K0.01%+30+3.1%Added
South State Corp.996$110.2K0.01%00.0%Unchanged
Canada Pension Plan Investment Board1,000$110.6K0.00%+1,000New
Stonebridge Capital Advisors LLC1,065$117.8K0.01%+5+0.5%Added
Mendota Financial Group, LLC1,236$130.2K0.13%−120−8.8%Reduced
Ci Investments Inc.1,208$134.0K0.00%+8+0.7%Added
Lazard Asset Management LLC1,268$140.0K0.00%+1,268New
Ridgewood Investments LLC1,334$147.6K0.09%+1,334New
Valley National Advisers Inc1,447$158.0K0.03%−39−2.6%Reduced
Advisors Asset Management, Inc.1,715$189.7K0.00%−3,207−65.2%Reduced
Crew Capital Management, Ltd.1,812$200.5K0.29%+1,812New
Centiva Capital, LP1,835$203.0K0.01%−208−10.2%Reduced
Icapital Wealth LLC1,884$208.4K0.14%+1,884New
Affiance Financial, LLC1,893$209.5K0.11%+10+0.5%Added
Profund Advisors LLC1,910$211.3K0.01%−261−12.0%Reduced
Marcum Wealth, LLC1,912$211.5K0.03%+1,912New
MML Investors Services, LLC1,929$213.0K0.00%−510−20.9%Reduced
Zhang Financial LLC2,000$221.3K0.03%00.0%Unchanged
Chiron Capital Management, LLC2,000$221.3K0.15%00.0%Unchanged
Secure Asset Management, LLC2,012$222.6K0.07%00.0%Unchanged
Intrust Bank NA2,015$222.9K0.03%−117−5.5%Reduced
Echo Street Capital Management LLC2,045$226.2K0.00%−1,569−43.4%Reduced
Coldstream Capital Management Inc2,067$228.7K0.01%−106−4.9%Reduced
Walleye Capital LLC2,085$230.7K0.00%+2,085New
D.A. Davidson & Co.2,109$233.3K0.00%00.0%Unchanged
Laidlaw Wealth Management LLC2,150$237.9K0.05%00.0%Unchanged
Legacy Capital Wealth Partners, LLC2,173$240.4K0.07%+2,173New
Independent Advisor Alliance2,211$244.6K0.01%+2,211New
AE Wealth Management LLC2,211$244.6K0.00%+2,211New
Keybank National Association2,220$245.6K0.00%+2,220New
Sweet Financial Partners, LLC2,232$246.9K0.07%+10.0%Added
Vestmark Advisory Solutions, Inc.2,327$257.5K0.01%+124+5.6%Added
Mitsubishi UFJ Trust & Banking Corp2,360$261.1K0.00%−81−3.3%Reduced
Davenport & Co LLC2,388$264.2K0.00%+2,388New
Psagot Value Holdings Ltd. / (Israel)2,500$268.0K0.11%+200+8.7%Added
FMR LLC2,425$268.2K0.00%−139−5.4%Reduced
Hennion & Walsh Asset Management, Inc.2,484$275.0K0.02%−612−19.8%Reduced
Cresset Asset Management, LLC2,499$276.5K0.01%+2,499New
Trail Ridge Investment Advisors, LLC2,507$277.3K0.18%−488−16.3%Reduced
Atria Wealth Solutions, Inc.2,512$277.9K0.00%−21−0.8%Reduced
LCNB Corp2,521$278.9K0.13%00.0%Unchanged
Eastern Bank2,600$287.6K0.01%00.0%Unchanged
Kestra Advisory Services, LLC2,676$296.0K0.00%−1,412−34.5%Reduced
SEI Investments Co2,693$297.9K0.00%+2,693New
Cullen/Frost Bankers, Inc.2,727$301.7K0.01%+2,727New
Saratoga Research & Investment Management2,755$304.8K0.01%+19+0.7%Added
Petrus Trust Company, LTA2,764$305.8K0.04%−2,736−49.7%Reduced
FineMark National Bank & Trust2,777$307.2K0.01%00.0%Unchanged
Alps Advisors Inc2,830$313.1K0.00%+2,830New
Trust Co of Toledo NA2,851$315.4K0.06%+2,851New
Toroso Investments, LLC2,930$324.0K0.01%+2,930New
Polaris Wealth Advisory Group, LLC3,000$331.9K0.02%00.0%Unchanged
Kaye Capital Management3,000$331.9K0.17%00.0%Unchanged
Hilltop Holdings Inc.3,050$337.4K0.05%+436+16.7%Added
Cutter & CO Brokerage, Inc.3,174$351.1K0.11%+154+5.1%Added
Capital Investment Advisors, LLC3,184$352.3K0.01%−470−12.9%Reduced
Cetera Investment Advisers3,213$355.5K0.00%+3,213New
Paradigm, Strategies in Wealth Management, LLC3,231$357.4K0.28%00.0%Unchanged
Vontobel Holding Ltd.3,257$360.3K0.00%−185−5.4%Reduced
Cerity Partners LLC3,280$362.9K0.00%+1,120+51.9%Added
Wetherby Asset Management Inc3,282$363.1K0.02%−30−0.9%Reduced
Boothbay Fund Management, LLC3,298$364.9K0.01%+360+12.3%Added
Sherbrooke Park Advisers LLC3,400$376.1K0.57%−2,000−37.0%Reduced
Clark Financial Services Group Inc3,424$379.0K0.56%−3−0.1%Reduced
Shelton Capital Management3,458$382.6K0.02%+592+20.7%Added
Allspring Global Investments Holdings, LLC3,473$384.2K0.00%−92−2.6%Reduced
Virtu Financial LLC3,497$387.0K0.04%+3,497New
Prospera Financial Services Inc3,496$387.1K0.02%−159−4.4%Reduced
Belpointe Asset Management LLC3,534$391.0K0.02%−5,234−59.7%Reduced
Massmutual Trust Co FSB3,535$391.1K0.01%−38−1.1%Reduced
Two Sigma Securities, LLC3,583$396.4K0.03%+3,583New
Oppenheimer & Co Inc3,610$399.4K0.01%00.0%Unchanged
Independent Financial Group, LLC3,623$400.8K0.03%−100−2.7%Reduced
Fox Run Management, L.L.C.3,631$401.7K0.13%+3,631New
Regions Financial Corp3,652$404.0K0.00%−54−1.5%Reduced
Howe & Rusling Inc3,668$405.8K0.05%−60−1.6%Reduced
Janney Montgomery Scott LLC3,702$410.0K0.00%+134+3.8%Added
Verition Fund Management LLC3,734$413.1K0.01%+1,353+56.8%Added
MainStreet Investment Advisors LLC3,740$413.8K0.05%−43−1.1%Reduced
Foster & Motley Inc3,747$415.0K0.03%+423+12.7%Added
Acorn Financial Advisory Services Inc3,752$415.1K0.08%−11−0.3%Reduced
Change Path, LLC3,761$416.0K0.02%+119+3.3%Added
Kendall Capital Management3,850$426.0K0.20%−100−2.5%Reduced
Truvestments Capital LLC3,894$430.8K0.23%−284−6.8%Reduced