PJFV Institutional Ownership & Shareholders
PGIM JENNISON FOCUSED VALUE (PJFV) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $77.76M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Kozak & Associates, Inc. is currently the largest disclosed institutional shareholder of PJFV tracked by InsiderSet, reporting ownership valued at approximately $25.07M in its September 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 $24.73M, representing an estimated loss of -1.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed PJFV value among the investors covered in this analysis. Major shareholders include Kozak & Associates, Inc., Foguth Wealth Management, Llc., Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PGIM JENNISON FOCUSED VALUE (PJFV).
This page ranks the largest institutional PJFV 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
18
Total Reported Value
$77.76M
Largest Holder
Kozak & Associates, Inc.
Largest Position
$25.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 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 |
|---|---|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 4.54% | 244,862 | $25,066,523 | $24,726,165 | -$340,358 | -1.36% | |
| Foguth Wealth Management, Llc. | 2.11% | 205,800 | $20,785,763 | $20,781,684 | -$4,079 | -0.02% | |
| Raymond James Financial Inc | 0.00% | 124,300 | $12,237,335 | $12,551,814 | +$314,479 | +2.57% | |
| Lpl Financial Llc | 0.00% | 86,120 | $8,478,514 | $8,696,398 | +$217,884 | +2.57% | |
| Quattro Advisors Llc | 3.13% | 47,768 | $4,702,746 | $4,823,613 | +$120,867 | +2.57% | |
| Private Advisor Group, Llc | 0.02% | 34,278 | $3,374,690 | $3,461,392 | +$86,702 | +2.57% | |
| Envestnet Asset Management Inc | 0.00% | 6,745 | $664,045 | $681,110 | +$17,065 | +2.57% | |
| Beacon Financial Advisory Llc | 0.12% | 6,280 | $624,449 | $634,154 | +$9,705 | +1.55% | |
| Prosperity Financial Group, Inc. | 0.16% | 5,490 | $545,895 | $554,380 | +$8,485 | +1.55% | |
| Jane Street Group, Llc | 0.00% | 3,853 | $379,328 | $389,076 | +$9,748 | +2.57% | |
| Citadel Advisors Llc | 0.00% | 3,698 | $364,068 | $373,424 | +$9,356 | +2.57% | |
| Cetera Investment Advisers | 0.00% | 2,157 | $212,357 | $217,814 | +$5,457 | +2.57% | |
| Cwm, Llc | 0.00% | 2,025 | $169,848 | $204,485 | +$34,637 | +20.39% | |
| Founders Financial Alliance, Llc | 0.01% | 495 | $48,733 | $49,985 | +$1,252 | +2.57% | |
| Fifth Third Bancorp | 0.00% | 440 | $43,318 | $44,431 | +$1,113 | +2.57% | |
| Osaic Holdings, Inc. | 0.00% | 440 | $43,317 | $44,431 | +$1,114 | +2.57% | |
| Private Trust Co Na | 0.00% | 198 | $19,688 | $19,994 | +$306 | +1.55% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 27,389 | $2,723 | $2,765,741 | +$2,763,018 | +101469.64% |
Frequently asked questions about PJFV
Who are the largest institutional holders of PJFV?
The largest institutional holders of PJFV reported in the latest SEC Form 13F filings include Kozak & Associates, Inc., Foguth Wealth Management, Llc., Raymond James Financial Inc, Lpl Financial Llc, and Quattro Advisors Llc. InsiderSet ranks institutional holders by their latest reported PJFV position.
What is PJFV institutional ownership?
This page tracks PJFV positions reported by institutional investment managers through SEC Form 13F. PGIM JENNISON FOCUSED VALUE (PJFV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PJFV?
InsiderSet currently tracks 18 institutional managers reporting PJFV 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 PJFV shareholders.
How much PJFV stock do institutions own?
Institutional investment managers disclosed approximately $77.76M in PJFV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PJFV institutional ownership last updated?
The latest PJFV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 PJFV 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 PJFV position after the reporting date.
Are institutions buying or selling PJFV?
Institutional buying and selling can be analyzed by comparing PJFV positions across consecutive 13F reporting periods. InsiderSet's PJFV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PJFV ownership changes.
How has PJFV institutional ownership changed over time?
InsiderSet tracks PJFV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.