PRM Perimeter Solutions
Perimeter Solutions (PRM) Institutional Ownership
What the institutions did with PRM 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 |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 14.8M | 65.7% |
| DIMENSIONAL FUND ADVISORS LP | 2.7M | 11.9% |
| EQUITABLE TRUST CO | 1.5M | 6.7% |
| Conestoga Capital Advisors, LLC | 1.1M | 4.8% |
| DekaBank Deutsche Girozentrale | 540.1K | 2.4% |
| CenterBook Partners LP | 387.8K | 1.7% |
| Davidson Kahn Capital Management, LLC | 279.7K | 1.2% |
| BRAUN STACEY ASSOCIATES INC | 218.3K | 1.0% |
| TD Waterhouse Canada Inc. | 212.2K | 0.9% |
| Creative Planning | 72.3K | 0.3% |
| State of New Jersey Common Pension Fund D | 50.6K | 0.2% |
| ARIZONA STATE RETIREMENT SYSTEM | 41.4K | 0.2% |
| TRUIST FINANCIAL CORP | 39.4K | 0.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 35.9K | 0.2% |
| HB Wealth Management, LLC | 32.3K | 0.1% |
| ARGENT CAPITAL MANAGEMENT LLC | 31.4K | 0.1% |
| STRS OHIO | 31.1K | 0.1% |
| Enclave Advisors LLC | 29.6K | 0.1% |
| PARK AVENUE SECURITIES LLC | 29.6K | 0.1% |
| Atria Investments, Inc | 27.4K | 0.1% |
| CITIGROUP INC | 24.4K | 0.1% |
| Pictet Asset Management Holding SA | 23.9K | 0.1% |
| Allspring Global Investments Holdings, LLC | 23.3K | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21.5K | 0.1% |
| Aprio Wealth Management, LLC | 20.5K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | Reduced | 4.3M | 2.7M | -1.6M |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 14.0M | 14.8M | +752.4K |
| Conestoga Capital Advisors, LLC | Increased | 536.0K | 1.1M | +546.0K |
| DekaBank Deutsche Girozentrale | New | 0 | 540.1K | +540.1K |
| CenterBook Partners LP | Increased | 161.7K | 387.8K | +226.1K |
| BRAUN STACEY ASSOCIATES INC | New | 0 | 218.3K | +218.3K |
| EQUITABLE TRUST CO | Reduced | 1.6M | 1.5M | -74.8K |
| CITIGROUP INC | Reduced | 92.8K | 24.4K | -68.4K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Sold Out | 34.6K | 0 | -34.6K |
| Cambridge Investment Research Advisors, Inc. | Sold Out | 29.2K | 0 | -29.2K |
| Ethic Inc. | New | 0 | 18.1K | +18.1K |
| Sterling Capital Management LLC | Reduced | 22.1K | 5.0K | -17.1K |
| Bayforest Capital Ltd | Sold Out | 14.7K | 0 | -14.7K |
| AGF MANAGEMENT LTD | New | 0 | 13.9K | +13.9K |
| Caitong International Asset Management Co., Ltd | New | 0 | 13.8K | +13.8K |
| HB Wealth Management, LLC | Reduced | 44.9K | 32.3K | -12.6K |
| Allspring Global Investments Holdings, LLC | Reduced | 34.8K | 23.3K | -11.5K |
| Creative Planning | Increased | 61.0K | 72.3K | +11.3K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | Sold Out | 11.2K | 0 | -11.2K |
| Carmel Capital Partners, LLC | Reduced | 20.7K | 9.8K | -10.9K |
| SIMPLEX TRADING, LLC | Sold Out | 9.1K | 0 | -9.1K |
| Harbour Capital Advisors, LLC | Sold Out | 8.8K | 0 | -8.8K |
| Concurrent Investment Advisors, LLC | Sold Out | 8.1K | 0 | -8.1K |
| Abel Hall, LLC | Sold Out | 7.4K | 0 | -7.4K |
| STRS OHIO | Reduced | 38.5K | 31.1K | -7.4K |
| Enclave Advisors LLC | Increased | 22.4K | 29.6K | +7.2K |
| Davidson Kahn Capital Management, LLC | Reduced | 286.6K | 279.7K | -7.0K |
| SmartHarvest Portfolios, LLC | Sold Out | 6.3K | 0 | -6.3K |
| Atria Investments, Inc | Increased | 21.2K | 27.4K | +6.2K |
| VISTA FINANCE, LLC | Sold Out | 6.0K | 0 | -6.0K |
| NORDEN GROUP LLC | Sold Out | 6.0K | 0 | -6.0K |
| MCF Advisors LLC | Sold Out | 5.1K | 0 | -5.1K |
| Third View Private Wealth, LLC | Reduced | 17.4K | 12.3K | -5.1K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Increased | 33.1K | 35.9K | +2.9K |
| PARK AVENUE SECURITIES LLC | Increased | 27.2K | 29.6K | +2.4K |
| DeDora Capital, Inc. | New | 0 | 2.1K | +2.1K |
| ASSETMARK, INC | Increased | 5.7K | 7.5K | +1.8K |
| Pictet Asset Management Holding SA | Increased | 22.3K | 23.9K | +1.6K |
| GAMMA Investing LLC | Increased | 5.1K | 6.5K | +1.4K |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | Increased | 14.6K | 15.9K | +1.3K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 1.6K | 425 | -1.2K |
| ARGENT CAPITAL MANAGEMENT LLC | Increased | 30.2K | 31.4K | +1.2K |
| TRUIST FINANCIAL CORP | Reduced | 40.5K | 39.4K | -1.1K |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 40.4K | 41.4K | +925 |
| KEYBANK NATIONAL ASSOCIATION/OH | Increased | 7.7K | 8.6K | +915 |
| State of Wyoming | Increased | 1.4K | 2.2K | +823 |
| ProShare Advisors LLC | Reduced | 19.9K | 19.1K | -822 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 509 | 0 | -509 |
| BIRCH FINANCIAL GROUP, LLC | New | 0 | 412 | +412 |
| Farther Finance Advisors, LLC | Increased | 568 | 769 | +201 |
| Ascentis Independent Advisors | New | 0 | 195 | +195 |
| J.Safra Asset Management Corp | New | 0 | 187 | +187 |
| Parkside Financial Bank & Trust | Reduced | 446 | 274 | -172 |
| Root Financial Partners, LLC | New | 0 | 147 | +147 |
| IFP Advisors, Inc | Increased | 21 | 165 | +144 |
| Arlington Trust Co LLC | New | 0 | 134 | +134 |
| TD Waterhouse Canada Inc. | Reduced | 212.3K | 212.2K | -130 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 21.4K | 21.5K | +124 |
| FINANCIAL CONSULATE, INC | Increased | 2.7K | 2.8K | +99 |
| BOKF, NA | Sold Out | 91 | 0 | -91 |
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.