PBMY Institutional Ownership & Shareholders
PGIM S&P 500 BUFFER 20-MAY (PBMY) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Prudential Financial Inc is currently the largest disclosed institutional shareholder of PBMY tracked by InsiderSet, reporting ownership valued at approximately $15.20M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.50M, representing an estimated gain of +1.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed PBMY value among the investors covered in this analysis. Major shareholders include Prudential Financial Inc, Jim Saulnier & Associates, Llc, Smith, Moore & Co., and several other long-term asset managers with concentrated positions in PGIM S&P 500 BUFFER 20-MAY (PBMY).
This page ranks the largest institutional PBMY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$31.10M
Largest Holder
Prudential Financial Inc
Largest Position
$15.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
18
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prudential Financial Inc | 0.02% | 487,637 | $15,199,645 | $15,495,105 | +$295,460 | +1.94% | |
| Jim Saulnier & Associates, Llc | 1.94% | 154,475 | $4,816,256 | $4,908,582 | +$92,326 | +1.92% | |
| Smith, Moore & Co. | 0.14% | 67,908 | $2,117,249 | $2,157,838 | +$40,589 | +1.92% | |
| Concurrent Investment Advisors, Llc | 0.01% | 61,789 | $1,964,814 | $1,963,401 | -$1,413 | -0.07% | |
| Spire Wealth Management | 0.06% | 58,807 | $1,870,067 | $1,868,645 | -$1,422 | -0.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 33,374 | $1,061,260 | $1,060,489 | -$771 | -0.07% | |
| Raymond James Financial Inc | 0.00% | 24,219 | $755,105 | $769,581 | +$14,476 | +1.92% | |
| Blue Water Asset Management | 0.24% | 24,045 | $749,674 | $764,052 | +$14,378 | +1.92% | |
| American Asset Management Inc. | 0.50% | 19,770 | $616,393 | $628,210 | +$11,817 | +1.92% | |
| Kintra Wealth, Llc | 0.03% | 18,045 | $572,658 | $573,396 | +$738 | +0.13% | |
| Kestra Private Wealth Services, Llc | 0.01% | 15,587 | $495,652 | $495,291 | -$361 | -0.07% | |
| Mml Investors Services, Llc | 0.00% | 13,918 | $433,938 | $442,257 | +$8,319 | +1.92% | |
| Royal Bank Of Canada | 0.00% | 9,938 | $310,000 | $315,789 | +$5,789 | +1.87% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,193 | $161,908 | $165,012 | +$3,104 | +1.92% | |
| Dhjj Financial Advisors, Ltd. | 0.03% | 3,821 | $121,504 | $121,416 | -$88 | -0.07% |
Frequently asked questions about PBMY
Who are the largest institutional holders of PBMY?
The largest institutional holders of PBMY reported in the latest SEC Form 13F filings include Prudential Financial Inc, Jim Saulnier & Associates, Llc, Smith, Moore & Co., Concurrent Investment Advisors, Llc, and Spire Wealth Management. InsiderSet ranks institutional holders by their latest reported PBMY position.
What is PBMY institutional ownership?
This page tracks PBMY positions reported by institutional investment managers through SEC Form 13F. PGIM S&P 500 BUFFER 20-MAY (PBMY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBMY?
InsiderSet currently tracks 15 institutional managers reporting PBMY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PBMY shareholders.
How much PBMY stock do institutions own?
Institutional investment managers disclosed approximately $31.10M in PBMY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBMY institutional ownership last updated?
The latest PBMY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PBMY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PBMY position after the reporting date.
Are institutions buying or selling PBMY?
Institutional buying and selling can be analyzed by comparing PBMY positions across consecutive 13F reporting periods. InsiderSet's PBMY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBMY ownership changes.
How has PBMY institutional ownership changed over time?
InsiderSet tracks PBMY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.