PRI Primerica, Inc.
Primerica, Inc. (PRI) Institutional Ownership
What the institutions did with PRI 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 |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 897.1K | 21.9% |
| DIMENSIONAL FUND ADVISORS LP | 673.0K | 16.5% |
| AGF MANAGEMENT LTD | 400.8K | 9.8% |
| Bank of New York Mellon Corp | 278.6K | 6.8% |
| ACADEMY CAPITAL MANAGEMENT | 128.6K | 3.1% |
| PhiloSmith Capital Corp | 117.6K | 2.9% |
| EULAV Asset Management | 98.0K | 2.4% |
| MACKENZIE FINANCIAL CORP | 94.9K | 2.3% |
| ProShare Advisors LLC | 87.7K | 2.1% |
| Arbejdsmarkedets Tillaegspension | 85.7K | 2.1% |
| Copeland Capital Management, LLC | 83.8K | 2.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 72.1K | 1.8% |
| PRINCIPAL FINANCIAL GROUP INC | 70.7K | 1.7% |
| ALPS ADVISORS INC | 55.3K | 1.4% |
| BARCLAYS PLC | 47.1K | 1.2% |
| Running Oak Capital LLC | 40.1K | 1.0% |
| REGIONS FINANCIAL CORP | 35.2K | 0.9% |
| Russell Investments Group, Ltd. | 32.2K | 0.8% |
| Retirement Systems of Alabama | 31.7K | 0.8% |
| Vest Financial, LLC | 28.9K | 0.7% |
| State of Alaska, Department of Revenue | 27.7K | 0.7% |
| KBC Group NV | 24.6K | 0.6% |
| Crossmark Global Holdings, Inc. | 21.1K | 0.5% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 20.0K | 0.5% |
| Artemis Investment Management LLP | 17.8K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BARCLAYS PLC | Increased | 13.3K | 47.1K | +33.8K |
| AGF MANAGEMENT LTD | Reduced | 429.3K | 400.8K | -28.5K |
| Artemis Investment Management LLP | Reduced | 40.3K | 17.8K | -22.5K |
| Arbejdsmarkedets Tillaegspension | Reduced | 105.9K | 85.7K | -20.2K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 660.7K | 673.0K | +12.3K |
| Crossmark Global Holdings, Inc. | Increased | 9.3K | 21.1K | +11.7K |
| Russell Investments Group, Ltd. | Reduced | 42.3K | 32.2K | -10.2K |
| BI Asset Management Fondsmaeglerselskab A/S | Increased | 62.8K | 72.1K | +9.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 905.9K | 897.1K | -8.8K |
| ProShare Advisors LLC | Reduced | 95.1K | 87.7K | -7.4K |
| PFA Pension, Forsikringsaktieselskab | New | 0 | 7.4K | +7.4K |
| DIVERSIFIED MANAGEMENT INC | New | 0 | 6.5K | +6.5K |
| ALPS ADVISORS INC | Reduced | 61.6K | 55.3K | -6.4K |
| Y-Intercept (Hong Kong) Ltd | Increased | 4.6K | 10.2K | +5.6K |
| Dana Investment Advisors, Inc. | Sold Out | 4.6K | 0 | -4.6K |
| NATIXIS | New | 0 | 3.7K | +3.7K |
| WESBANCO BANK INC | Sold Out | 3.7K | 0 | -3.7K |
| DekaBank Deutsche Girozentrale | Increased | 2.0K | 5.5K | +3.6K |
| EULAV Asset Management | Increased | 95.0K | 98.0K | +3.0K |
| Creative Planning | Increased | 12.0K | 15.0K | +2.9K |
| EXCHANGE TRADED CONCEPTS, LLC | New | 0 | 2.9K | +2.9K |
| FIRST CITIZENS BANK & TRUST CO | Reduced | 4.9K | 2.3K | -2.6K |
| WBI INVESTMENTS, LLC | Reduced | 4.8K | 2.4K | -2.5K |
| Copeland Capital Management, LLC | Reduced | 86.2K | 83.8K | -2.5K |
| MQS Management LLC | New | 0 | 2.1K | +2.1K |
| Achmea Investment Management B.V. | New | 0 | 2.1K | +2.1K |
| GAMMA Investing LLC | Increased | 3.3K | 5.3K | +2.0K |
| PensionDanmark Pensionsforsikringsaktieselskab | Increased | 5.0K | 6.8K | +1.8K |
| State of Wyoming | Reduced | 7.9K | 6.1K | -1.8K |
| Marks Group Wealth Management, Inc | Reduced | 19.1K | 17.5K | -1.6K |
| DEUTSCHE BANK AG\ | Increased | 4.7K | 6.2K | +1.5K |
| CenterBook Partners LP | Reduced | 6.0K | 4.5K | -1.5K |
| iA Global Asset Management Inc. | Increased | 809 | 2.2K | +1.4K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 2.9K | 1.5K | -1.4K |
| CITIGROUP INC | Increased | 8.8K | 10.0K | +1.2K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 15.5K | 14.3K | -1.2K |
| FIFTH THIRD BANCORP | Reduced | 15.3K | 14.1K | -1.2K |
| ACADEMY CAPITAL MANAGEMENT | Reduced | 129.8K | 128.6K | -1.2K |
| AlphaCore Capital LLC | New | 0 | 1.2K | +1.2K |
| R Squared Ltd | Sold Out | 1.1K | 0 | -1.1K |
| Savant Capital, LLC | New | 0 | 1.1K | +1.1K |
| Vest Financial, LLC | Increased | 27.8K | 28.9K | +1.1K |
| Lido Advisors, LLC | Sold Out | 1.1K | 0 | -1.1K |
| Olympiad Research LP | New | 0 | 1.1K | +1.1K |
| REGIONS FINANCIAL CORP | Reduced | 36.2K | 35.2K | -1.1K |
| Atria Investments, Inc | Increased | 9.0K | 10.0K | +1.0K |
| Merit Financial Group, LLC | New | 0 | 953 | +953 |
| VISTA INVESTMENT PARTNERS LLC | Increased | 15.4K | 16.4K | +948 |
| CITIZENS FINANCIAL GROUP INC/RI | New | 0 | 911 | +911 |
| ELEVATION POINT WEALTH PARTNERS, LLC | New | 0 | 910 | +910 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 1.2K | 2.1K | +850 |
| Running Oak Capital LLC | Increased | 39.2K | 40.1K | +848 |
| StoneX Group Inc. | New | 0 | 823 | +823 |
| B. Riley Wealth Advisors, Inc. | New | 0 | 775 | +775 |
| AXXCESS WEALTH MANAGEMENT, LLC | New | 0 | 758 | +758 |
| SVB WEALTH LLC | Reduced | 5.9K | 5.2K | -703 |
| SUMMIT SECURITIES GROUP LLC | Sold Out | 620 | 0 | -620 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 7.2K | 7.8K | +569 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 8.9K | 8.3K | -558 |
| Retirement Systems of Alabama | Reduced | 32.3K | 31.7K | -509 |
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.