PBYI Puma Biotechnology, Inc.
Puma Biotechnology, Inc. (PBYI) Institutional Ownership
What the institutions did with PBYI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.6M | 58.3% |
| Haven Private, LLC | 146.7K | 5.5% |
| Prospera Financial Services Inc | 134.4K | 5.0% |
| OpenArc Corporate Advisory, LLC | 119.6K | 4.5% |
| SummerHaven Investment Management, LLC | 114.3K | 4.3% |
| STRS OHIO | 101.4K | 3.8% |
| Creative Planning | 75.9K | 2.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 73.7K | 2.8% |
| Vise Technologies, Inc. | 66.8K | 2.5% |
| D'Orazio & Associates, Inc. | 48.3K | 1.8% |
| Kathmere Capital Management, LLC | 39.9K | 1.5% |
| Baron Wealth Management LLC | 35.7K | 1.3% |
| C2C Wealth Management, LLC | 23.6K | 0.9% |
| BAILARD, INC. | 18.1K | 0.7% |
| Lido Advisors, LLC | 15.0K | 0.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.1K | 0.5% |
| PERKINS CAPITAL MANAGEMENT INC | 13.4K | 0.5% |
| Abel Hall, LLC | 11.5K | 0.4% |
| State of Alaska, Department of Revenue | 10.8K | 0.4% |
| Ethic Inc. | 10.3K | 0.4% |
| IFP Advisors, Inc | 9.5K | 0.4% |
| China Universal Asset Management Co., Ltd. | 9.4K | 0.4% |
| CITIGROUP INC | 3.7K | 0.1% |
| Mirae Asset Global Investments Co., Ltd. | 2.6K | 0.1% |
| HARBOR CAPITAL ADVISORS, INC. | 2.2K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| SummerHaven Investment Management, LLC | New | 0 | 114.3K | +114.3K |
| OpenArc Corporate Advisory, LLC | Increased | 59.5K | 119.6K | +60.1K |
| Creative Planning | Increased | 35.7K | 75.9K | +40.2K |
| State of Wyoming | Sold Out | 39.8K | 0 | -39.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.5M | 1.6M | +37.7K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 26.2K | 0 | -26.2K |
| Prospera Financial Services Inc | Reduced | 158.8K | 134.4K | -24.4K |
| CITIGROUP INC | Reduced | 21.7K | 3.7K | -18.0K |
| Allspring Global Investments Holdings, LLC | Sold Out | 17.9K | 0 | -17.9K |
| STRS OHIO | Increased | 84.6K | 101.4K | +16.8K |
| Williams & Novak, LLC | Sold Out | 10.5K | 0 | -10.5K |
| Kathmere Capital Management, LLC | Increased | 31.2K | 39.9K | +8.8K |
| Vise Technologies, Inc. | Reduced | 72.0K | 66.8K | -5.2K |
| Ball & Co Wealth Management Inc. | Sold Out | 3.1K | 0 | -3.1K |
| State of Alaska, Department of Revenue | Increased | 8.4K | 10.8K | +2.4K |
| HARBOR CAPITAL ADVISORS, INC. | New | 0 | 2.2K | +2.2K |
| Haven Private, LLC | Reduced | 148.4K | 146.7K | -1.7K |
| IFP Advisors, Inc | Increased | 7.9K | 9.5K | +1.6K |
| China Universal Asset Management Co., Ltd. | Increased | 8.1K | 9.4K | +1.3K |
| SIMPLEX TRADING, LLC | Sold Out | 1.0K | 0 | -1.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 13.2K | 14.1K | +895 |
| SIGNATUREFD, LLC | Increased | 367 | 1.1K | +741 |
| Baron Wealth Management LLC | Reduced | 36.4K | 35.7K | -657 |
| GAMMA Investing LLC | Increased | 496 | 1.1K | +598 |
| Fortitude Family Office, LLC | New | 0 | 514 | +514 |
| Farther Finance Advisors, LLC | Increased | 1.2K | 1.7K | +511 |
| Mirae Asset Global Investments Co., Ltd. | Increased | 2.3K | 2.6K | +362 |
| SJS Investment Consulting Inc. | Increased | 52 | 394 | +342 |
| D'Orazio & Associates, Inc. | Reduced | 48.7K | 48.3K | -335 |
| Root Financial Partners, LLC | New | 0 | 304 | +304 |
| Versant Capital Management, Inc | New | 0 | 186 | +186 |
| KELLEHER FINANCIAL ADVISORS | Sold Out | 180 | 0 | -180 |
| Sterling Capital Management LLC | Increased | 831 | 966 | +135 |
| Provenance Wealth Advisors, LLC | New | 0 | 133 | +133 |
| GF FUND MANAGEMENT CO. LTD. | Increased | 1.1K | 1.2K | +95 |
| EVERGREEN CAPITAL MANAGEMENT LLC | Reduced | 73.7K | 73.7K | -59 |
| Parallel Advisors, LLC | Sold Out | 49 | 0 | -49 |
| Ethic Inc. | Increased | 10.3K | 10.3K | +38 |
| Essential Partners LLC | Reduced | 480 | 443 | -37 |
| EverSource Wealth Advisors, LLC | Increased | 284 | 305 | +21 |
| Lido Advisors, LLC | Reduced | 15.0K | 15.0K | -19 |
| Caitong International Asset Management Co., Ltd | Sold Out | 5 | 0 | -5 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.