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, Q3 2023

Institutional positions in Polaris Inc. as of Sep 30, 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
482
+23 vs. Q2 2023
Shares held
50.0M
+185.7K (+0.4%) vs. Q2 2023
Total value
$5.22B
−$799.4M (−13.3%) vs. Q2 2023
New holders
69
154 more added
Sold out
46
165 more reduced

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 482 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 heldQ3 2023: $5.22B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Polaris Inc.; share changes are against Q2 2023.

Institutions holding PII in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Concord Wealth Partners636$66.2K0.01%+636New
Whittier Trust Co650$67.7K0.00%00.0%Unchanged
Tradition Wealth Management, LLC653$68.0K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec691$72.0K0.00%00.0%Unchanged
National Bank of Canada707$72.5K0.00%+7+1.0%Added
Benjamin Edwards Inc730$76.0K0.02%−22−2.9%Reduced
Global Trust Asset Management, LLC731$76.2K0.04%00.0%Unchanged
KBC Group NV853$89.0K0.00%+853New
Stephens Consulting, LLC910$94.8K0.04%00.0%Unchanged
Stonebridge Capital Advisors LLC1,050$109.3K0.01%−5−0.5%Reduced
IFP Advisors, Inc1,078$112.3K0.01%+683+172.9%Added
CWM, LLC1,114$116.0K0.00%−15−1.3%Reduced
Ci Investments Inc.1,296$135.0K0.00%+26+2.0%Added
Mendota Financial Group, LLC1,356$141.2K0.15%00.0%Unchanged
Valley National Advisers Inc1,415$147.0K0.03%00.0%Unchanged
Allspring Global Investments Holdings, LLC1,537$160.1K0.00%−2,438−61.3%Reduced
Paradigm Asset Management Co LLC1,700$177.0K0.05%00.0%Unchanged
Cutler Group LP1,820$189.0K0.03%−335−15.5%Reduced
Zhang Financial LLC2,000$208.3K0.02%00.0%Unchanged
Secure Asset Management, LLC2,012$209.5K0.06%00.0%Unchanged
Advisors Asset Management, Inc.2,029$211.3K0.00%+603+42.3%Added
Thoroughbred Financial Services, LLC2,048$213.0K0.02%+348+20.5%Added
Sweet Financial Partners, LLC2,139$222.7K0.06%+2+0.1%Added
Keybank National Association2,140$222.9K0.00%+13+0.6%Added
Laidlaw Wealth Management LLC2,150$223.9K0.07%00.0%Unchanged
Atria Wealth Solutions, Inc.2,152$224.1K0.00%−331−13.3%Reduced
Ritholtz Wealth Management2,167$225.7K0.01%+2,167New
Independent Advisor Alliance2,211$230.3K0.01%00.0%Unchanged
Claret Asset Management Corp2,220$231.0K0.05%−18,905−89.5%Reduced
Verition Fund Management LLC2,234$232.6K0.00%−187−7.7%Reduced
Legacy Capital Wealth Partners, LLC2,253$234.6K0.06%+2,253New
Advisor Partners II, LLC2,285$238.0K0.01%+2,285New
Mackenzie Financial Corp2,622$260.2K0.00%00.0%Unchanged
Marshall Wace, LLP2,500$260.4K0.00%−25,564−91.1%Reduced
LCNB Corp2,513$261.7K0.12%00.0%Unchanged
Ethic Inc.2,525$263.0K0.01%−2,005−44.3%Reduced
Dividend Assets Capital, LLC2,562$267.0K0.06%−1,500−36.9%Reduced
Argent Trust Co2,569$267.5K0.01%−1,956−43.2%Reduced
Eastern Bank2,600$270.8K0.01%00.0%Unchanged
Wetherby Asset Management Inc2,617$272.5K0.02%00.0%Unchanged
Davenport & Co LLC2,620$272.9K0.00%+150+6.1%Added
Jackson Creek Investment Advisors LLC2,620$273.0K0.12%+2,620New
MML Investors Services, LLC2,642$275.0K0.00%+79+3.1%Added
FineMark National Bank & Trust2,647$275.7K0.01%00.0%Unchanged
Change Path, LLC2,691$280.0K0.02%−1,543−36.4%Reduced
Psagot Value Holdings Ltd. / (Israel)2,700$281.0K0.14%00.0%Unchanged
Capital International Inc2,709$282.1K0.01%+542+25.0%Added
Envestnet Portfolio Solutions, Inc.2,710$282.2K0.00%+2,710New
Miracle Mile Advisors, LLC2,735$284.8K0.01%+139+5.4%Added
Saratoga Research & Investment Management2,735$284.8K0.01%−14−0.5%Reduced
Hennion & Walsh Asset Management, Inc.2,794$291.0K0.02%+69+2.5%Added
SEI Investments Co2,802$291.8K0.00%−3−0.1%Reduced
Northwest Wealth Management, LLC2,805$292.1K0.11%−433−13.4%Reduced
Innovis Asset Management LLC2,839$295.7K0.11%−1,747−38.1%Reduced
DekaBank Deutsche Girozentrale2,892$299.0K0.00%+2,892New
Lindenwold Advisors2,898$301.8K0.19%+2,898New
Brevan Howard Capital Management LP2,926$304.7K0.09%+2,926New
Itau Unibanco Holding S.A.2,959$308.1K0.01%+2,959New
Mitsubishi UFJ Trust & Banking Corp2,970$309.3K0.00%+818+38.0%Added
AE Wealth Management LLC2,993$311.7K0.00%+813+37.3%Added
Kaye Capital Management3,000$312.4K0.14%00.0%Unchanged
Polaris Wealth Advisory Group, LLC3,000$312.4K0.02%+3,000New
Raymond James Trust N.A.3,020$314.5K0.01%−1,526−33.6%Reduced
Acorn Financial Advisory Services Inc3,083$321.1K0.06%−697−18.4%Reduced
Kestra Advisory Services, LLC3,094$322.2K0.00%+556+21.9%Added
Cetera Investment Advisers3,111$324.0K0.00%−96−3.0%Reduced
Capital Investment Advisors, LLC3,124$325.3K0.01%−21−0.7%Reduced
Golden State Equity Partners3,200$333.2K0.09%+476+17.5%Added
APG Asset Management N.V.3,200$333.2K0.00%+3,200New
Paradigm, Strategies in Wealth Management, LLC3,231$336.5K0.21%00.0%Unchanged
Aptus Capital Advisors, LLC3,249$338.4K0.01%+3,249New
O'Shaughnessy Asset Management, LLC3,285$342.1K0.01%+3,285New
Massmutual Trust Co FSB3,371$351.1K0.01%−61−1.8%Reduced
Clark Financial Services Group Inc3,385$352.5K0.48%−58−1.7%Reduced
Prospera Financial Services Inc3,437$358.2K0.01%+123+3.7%Added
Howe & Rusling Inc3,460$360.3K0.04%−204−5.6%Reduced
Independent Financial Group, LLC3,473$361.7K0.02%−189−5.2%Reduced
Regions Financial Corp3,496$364.1K0.00%−116−3.2%Reduced
Park Avenue Securities LLC3,543$369.0K0.01%+3,543New
Oppenheimer & Co Inc3,569$371.7K0.01%−55−1.5%Reduced
MainStreet Investment Advisors LLC3,615$376.5K0.04%−103−2.8%Reduced
Bank of Nova Scotia3,626$378.3K0.00%−1,389−27.7%Reduced
Patriot Investment Management Inc.3,641$379.2K0.03%−105−2.8%Reduced
Keebeck Alpha, LP3,648$379.9K0.37%+3,648New
Campbell & CO Investment Adviser LLC3,698$385.1K0.05%+788+27.1%Added
Kendall Capital Management3,775$393.0K0.17%+20+0.5%Added
Financial Advisory Corp3,821$398.0K0.18%−107−2.7%Reduced
M&T Bank Corp3,836$399.0K0.00%−2,398−38.5%Reduced
Radnor Capital Management, LLC3,890$405.0K0.08%+3,890New
WealthPlan Investment Management, LLC3,956$412.0K0.07%+1,241+45.7%Added
Foster & Motley Inc3,981$415.0K0.03%+93+2.4%Added
U S Global Investors Inc4,000$416.6K0.03%+4,000New
Caption Management, LLC4,000$416.6K0.05%+4,000New
Hilltop Holdings Inc.4,037$420.3K0.05%+963+31.3%Added
Shelton Capital Management4,099$426.9K0.02%+817+24.9%Added
Maryland State Retirement & Pension System4,114$428.4K0.01%00.0%Unchanged
Boothbay Fund Management, LLC4,131$430.2K0.02%+4,131New
Mercer Global Advisors Inc4,175$435.0K0.00%+410+10.9%Added
Cetera Advisor Networks LLC4,204$437.8K0.00%−172−3.9%Reduced
Callahan Advisors, LLC4,222$439.7K0.06%−971−18.7%Reduced