PFF Institutional Ownership & Shareholders
ISHARES PREFERRED & INCOME S (PFF) is currently held by 951 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PFF tracked by InsiderSet, reporting ownership valued at approximately $700.17M 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 $653.78M, representing an estimated loss of -6.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed PFF value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ISHARES PREFERRED & INCOME S (PFF).
This page ranks the largest institutional PFF 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
951
Total Reported Value
$5.01B
Largest Holder
Bank Of America Corp
Largest Position
$700.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.05% | 22,963,937 | $700,170,446 | $653,783,286 | -$46,387,160 | -6.63% | |
| Morgan Stanley | 0.03% | 15,660,870 | $477,499,962 | $445,864,969 | -$31,634,993 | -6.63% | |
| Wells Fargo & Company/Mn | 0.05% | 8,515,883 | $259,649,259 | $242,447,189 | -$17,202,070 | -6.63% | |
| Lpl Financial Llc | 0.05% | 7,663,895 | $233,672,132 | $218,191,091 | -$15,481,041 | -6.63% | |
| Ubs Group Ag | 0.03% | 6,178,759 | $188,390,362 | $175,909,269 | -$12,481,093 | -6.63% | |
| Royal Bank Of Canada | 0.02% | 4,297,648 | $131,036,000 | $122,354,039 | -$8,681,961 | -6.63% | |
| Envestnet Asset Management Inc | 0.03% | 4,029,258 | $122,852,074 | $114,712,975 | -$8,139,099 | -6.63% | |
| Mariner, Llc | 0.10% | 3,203,324 | $97,686,796 | $91,198,634 | -$6,488,162 | -6.64% | |
| First Interstate Bank | 4.87% | 3,096,662 | $91,351,529 | $88,161,967 | -$3,189,562 | -3.49% | |
| Blackrock, Inc. | 0.00% | 2,804,891 | $85,521,127 | $79,855,247 | -$5,665,880 | -6.63% | |
| Raymond James Financial Inc | 0.02% | 2,329,875 | $71,037,894 | $66,331,541 | -$4,706,353 | -6.63% | |
| Charles Schwab Investment Management Inc | 0.01% | 2,220,498 | $67,702,985 | $63,217,578 | -$4,485,407 | -6.63% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.79% | 2,056,012 | $60,652,368 | $58,534,662 | -$2,117,706 | -3.49% | |
| Janney Montgomery Scott Llc | 0.09% | 1,585,246 | $48,334,000 | $45,131,954 | -$3,202,046 | -6.62% | |
| Cetera Investment Advisers | 0.04% | 1,510,618 | $46,058,758 | $43,007,294 | -$3,051,464 | -6.63% | |
| Truist Financial Corp | 0.05% | 1,551,866 | $45,780,051 | $44,181,625 | -$1,598,426 | -3.49% | |
| Fifth Third Bancorp | 0.07% | 1,500,970 | $45,764,579 | $42,732,616 | -$3,031,963 | -6.63% | |
| Us Bancorp \De\ | 0.05% | 1,494,948 | $45,581,053 | $42,561,170 | -$3,019,883 | -6.63% | |
| Rockefeller Capital Management L.P. | 0.07% | 1,401,024 | $42,717,256 | $39,887,153 | -$2,830,103 | -6.63% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.76% | 1,309,459 | $39,925,405 | $37,280,298 | -$2,645,107 | -6.63% | |
| Osaic Holdings, Inc. | 0.05% | 1,307,900 | $39,880,604 | $37,235,913 | -$2,644,691 | -6.63% | |
| Gds Wealth Management | 1.73% | 1,315,304 | $38,801,464 | $37,446,705 | -$1,354,759 | -3.49% | |
| Commonwealth Equity Services, Llc | 0.04% | 1,165,342 | $35,531,291 | $33,177,287 | -$2,354,004 | -6.63% | |
| Ameriprise Financial Inc | 0.01% | 1,105,164 | $33,821,913 | $31,464,019 | -$2,357,894 | -6.97% | |
| Baird Financial Group, Inc. | 0.05% | 1,107,089 | $33,755,144 | $31,518,824 | -$2,236,320 | -6.63% | |
| Stifel Financial Corp | 0.03% | 1,075,976 | $32,806,578 | $30,633,037 | -$2,173,541 | -6.63% | |
| Dakota Wealth Management | 0.65% | 1,022,042 | $32,316,980 | $29,097,536 | -$3,219,444 | -9.96% | |
| Fukoku Mutual Life Insurance Co | 1.70% | 955,500 | $29,133,195 | $27,203,085 | -$1,930,110 | -6.63% | |
| Cerity Partners Llc | 0.03% | 900,451 | $27,455,102 | $25,635,840 | -$1,819,262 | -6.63% | |
| Mai Capital Management | 0.10% | 885,212 | $26,990,134 | $25,201,986 | -$1,788,148 | -6.63% | |
| Jaffetilchin Investment Partners, Llc | 1.39% | 857,103 | $26,133,059 | $24,401,722 | -$1,731,337 | -6.63% | |
| Hennion & Walsh Asset Management, Inc. | 0.76% | 885,715 | $26,128,582 | $25,216,306 | -$912,276 | -3.49% | |
| Steward Partners Investment Advisory, Llc | 0.13% | 846,800 | $25,818,941 | $24,108,396 | -$1,710,545 | -6.63% | |
| Commerce Bank | 0.11% | 825,814 | $25,179,068 | $23,510,925 | -$1,668,143 | -6.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 849,891 | $23,690,658 | $24,196,397 | +$505,739 | +2.13% | |
| Pure Financial Advisors, Llc | 0.28% | 722,542 | $22,030,296 | $20,570,771 | -$1,459,525 | -6.63% | |
| Bard Associates Inc | 4.69% | 693,046 | $21,130,973 | $19,731,020 | -$1,399,953 | -6.63% | |
| Citigroup Inc | 0.01% | 683,088 | $20,827,356 | $19,447,515 | -$1,379,841 | -6.63% | |
| Greenleaf Trust | 0.21% | 684,406 | $20,189,977 | $19,485,039 | -$704,938 | -3.49% | |
| Seabridge Investment Advisors Llc | 2.88% | 654,287 | $19,949,208 | $18,627,551 | -$1,321,657 | -6.63% | |
| Northside Capital Management, Llc | 1.58% | 670,321 | $19,774,479 | $19,084,039 | -$690,440 | -3.49% | |
| Mml Investors Services, Llc | 0.04% | 611,250 | $18,637,007 | $17,402,288 | -$1,234,720 | -6.63% | |
| Kestra Advisory Services, Llc | 0.06% | 596,777 | $18,195,736 | $16,990,241 | -$1,205,495 | -6.63% | |
| Keybank National Association/Oh | 0.06% | 585,208 | $17,843,006 | $16,660,872 | -$1,182,134 | -6.63% | |
| Deutsche Bank Ag\ | 0.01% | 584,595 | $17,824,302 | $16,643,420 | -$1,180,882 | -6.63% | |
| Swan Capital Llc | 6.01% | 575,662 | $17,551,924 | $16,389,097 | -$1,162,827 | -6.63% | |
| Independence Financial Advisors, Llc | 4.39% | 592,489 | $17,478,426 | $16,868,162 | -$610,264 | -3.49% | |
| Collective Family Office Llc | 3.31% | 543,732 | $16,040,097 | $15,480,050 | -$560,047 | -3.49% | |
| Welch & Forbes Llc | 0.19% | 521,867 | $15,911,750 | $14,857,553 | -$1,054,197 | -6.63% | |
| Sanctuary Advisors, Llc | 0.07% | 512,647 | $15,630,612 | $14,595,060 | -$1,035,552 | -6.63% |
Frequently asked questions about PFF
Who are the largest institutional holders of PFF?
The largest institutional holders of PFF reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported PFF position.
What is PFF institutional ownership?
This page tracks PFF positions reported by institutional investment managers through SEC Form 13F. ISHARES PREFERRED & INCOME S (PFF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFF?
InsiderSet currently tracks 951 institutional managers reporting PFF 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 PFF shareholders.
How much PFF stock do institutions own?
Institutional investment managers disclosed approximately $5.01B in PFF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFF institutional ownership last updated?
The latest PFF 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 PFF 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 PFF position after the reporting date.
Are institutions buying or selling PFF?
Institutional buying and selling can be analyzed by comparing PFF positions across consecutive 13F reporting periods. InsiderSet's PFF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFF ownership changes.
How has PFF institutional ownership changed over time?
InsiderSet tracks PFF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.