PNTG The Pennant Group, Inc.
The Pennant Group, Inc. (PNTG) Institutional Ownership
What the institutions did with PNTG 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 |
|---|---|---|
| Van Berkom & Associates Inc. | 2.2M | 29.6% |
| WASATCH ADVISORS LP | 1.8M | 24.6% |
| Provident Investment Management, Inc. | 894.4K | 12.2% |
| DIMENSIONAL FUND ADVISORS LP | 869.7K | 11.9% |
| RIVERBRIDGE PARTNERS LLC | 309.1K | 4.2% |
| Pembroke Management, LTD | 189.7K | 2.6% |
| Summit Creek Advisors LLC | 145.1K | 2.0% |
| GAGNON SECURITIES LLC | 135.0K | 1.8% |
| Bank of New York Mellon Corp | 115.0K | 1.6% |
| MACKENZIE FINANCIAL CORP | 105.3K | 1.4% |
| Bridge City Capital, LLC | 70.1K | 1.0% |
| Y-Intercept (Hong Kong) Ltd | 52.1K | 0.7% |
| Creative Planning | 48.0K | 0.7% |
| PRINCIPAL FINANCIAL GROUP INC | 43.9K | 0.6% |
| Sigma Planning Corp | 40.3K | 0.6% |
| PINNACLE ASSOCIATES LTD | 38.6K | 0.5% |
| OPPENHEIMER & CO INC | 32.8K | 0.4% |
| Moran Wealth Management, LLC | 32.1K | 0.4% |
| Ellsworth Advisors, LLC | 27.8K | 0.4% |
| Counterpoint Mutual Funds LLC | 24.1K | 0.3% |
| BARCLAYS PLC | 19.6K | 0.3% |
| Kings Path Partners LLC | 17.6K | 0.2% |
| D.A. DAVIDSON & CO. | 15.1K | 0.2% |
| JAMES INVESTMENT RESEARCH, INC. | 9.5K | 0.1% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 9.5K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Van Berkom & Associates Inc. | Reduced | 2.4M | 2.2M | -203.6K |
| Pembroke Management, LTD | Reduced | 278.8K | 189.7K | -89.2K |
| WASATCH ADVISORS LP | Reduced | 1.9M | 1.8M | -69.1K |
| MACKENZIE FINANCIAL CORP | Increased | 41.9K | 105.3K | +63.4K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 52.1K | +52.1K |
| Provident Investment Management, Inc. | Reduced | 939.2K | 894.4K | -44.8K |
| Sigma Planning Corp | New | 0 | 40.3K | +40.3K |
| OPPENHEIMER & CO INC | New | 0 | 32.8K | +32.8K |
| Moran Wealth Management, LLC | New | 0 | 32.1K | +32.1K |
| Summit Creek Advisors LLC | Reduced | 172.8K | 145.1K | -27.7K |
| Counterpoint Mutual Funds LLC | New | 0 | 24.1K | +24.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | Sold Out | 16.0K | 0 | -16.0K |
| BARCLAYS PLC | Increased | 5.6K | 19.6K | +13.9K |
| Balance Wealth Partners LLC | Reduced | 18.1K | 6.5K | -11.6K |
| Bridge City Capital, LLC | Increased | 59.1K | 70.1K | +11.0K |
| Penn Capital Management Company, LLC | Sold Out | 10.6K | 0 | -10.6K |
| Creative Planning | Increased | 37.5K | 48.0K | +10.5K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 33.8K | 43.9K | +10.1K |
| CITIGROUP INC | Reduced | 17.6K | 9.2K | -8.3K |
| RIVERBRIDGE PARTNERS LLC | Reduced | 315.8K | 309.1K | -6.8K |
| Swiss Life Asset Management Ltd | New | 0 | 6.6K | +6.6K |
| Pictet Asset Management Holding SA | Sold Out | 5.9K | 0 | -5.9K |
| DekaBank Deutsche Girozentrale | Increased | 3.7K | 8.9K | +5.2K |
| State of Wyoming | Reduced | 10.7K | 8.5K | -2.2K |
| DeDora Capital, Inc. | New | 0 | 2.0K | +2.0K |
| PINNACLE ASSOCIATES LTD | Increased | 37.3K | 38.6K | +1.3K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 868.5K | 869.7K | +1.1K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 2.3K | 3.4K | +1.1K |
| EXCHANGE TRADED CONCEPTS, LLC | New | 0 | 1.1K | +1.1K |
| Sterling Capital Management LLC | Increased | 120 | 1.1K | +1.0K |
| Larson Financial Group LLC | New | 0 | 963 | +963 |
| BAILARD, INC. | Reduced | 9.6K | 8.7K | -900 |
| State of Alaska, Department of Revenue | Reduced | 2.1K | 1.4K | -700 |
| Bank of New York Mellon Corp | Increased | 114.3K | 115.0K | +649 |
| FIFTH THIRD BANCORP | Reduced | 6.7K | 6.1K | -572 |
| GAMMA Investing LLC | Increased | 1.6K | 2.1K | +566 |
| Caitong International Asset Management Co., Ltd | Reduced | 503 | 24 | -479 |
| Covestor Ltd | Sold Out | 465 | 0 | -465 |
| OPPENHEIMER ASSET MANAGEMENT INC. | Reduced | 9.9K | 9.5K | -421 |
| MONTAG A & ASSOCIATES INC | New | 0 | 281 | +281 |
| Acumen Wealth Advisors, LLC | Increased | 410 | 614 | +204 |
| D.A. DAVIDSON & CO. | Reduced | 15.3K | 15.1K | -200 |
| Fortitude Family Office, LLC | Increased | 21 | 220 | +199 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 9.2K | 9.3K | +141 |
| ASSETMARK, INC | New | 0 | 126 | +126 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 117 | 0 | -117 |
| US BANCORP \DE\ | Increased | 1.4K | 1.5K | +104 |
| MassMutual Private Wealth & Trust, FSB | Sold Out | 95 | 0 | -95 |
| SIMPLEX TRADING, LLC | Reduced | 68 | 16 | -52 |
| Parallel Advisors, LLC | Increased | 124 | 174 | +50 |
| Farther Finance Advisors, LLC | Increased | 133 | 178 | +45 |
| SBI Securities Co., Ltd. | New | 0 | 34 | +34 |
| Root Financial Partners, LLC | New | 0 | 33 | +33 |
| Ascentis Wealth Management, LLC | New | 0 | 30 | +30 |
| EverSource Wealth Advisors, LLC | Increased | 43 | 68 | +25 |
| PNC Financial Services Group, Inc. | Increased | 382 | 400 | +18 |
| Pinnacle Wealth Management Advisory Group, LLC | Increased | 7.9K | 7.9K | +13 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 180 | 174 | -6 |
| SIGNATUREFD, LLC | Increased | 85 | 89 | +4 |
| Ellsworth Advisors, LLC | Reduced | 27.8K | 27.8K | -2 |
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.