PUTNAM FOCUSED LRG CAP VALUE (PVAL) Institutional Shareholders
PUTNAM FOCUSED LRG CAP VALUE (PVAL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.58B in PVAL holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PVAL tracked by InsiderSet, reporting ownership valued at approximately $1.67B in its March 31, 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 $1.92B, representing an estimated gain of +15.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed PVAL value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Cullen/Frost Bankers, Inc., and several other long-term asset managers with concentrated positions in PUTNAM FOCUSED LRG CAP VALUE (PVAL).
This page ranks the largest institutional PVAL 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
339
Total Reported Value
$7.58B
Largest Holder
Bank Of America Corp
Largest Position
$1.67B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
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 | 0.12% | 35,914,629 | $1,666,438,804 | $1,918,200,335 | +$251,761,531 | +15.11% | |
| Morgan Stanley | 0.04% | 14,118,161 | $655,082,691 | $754,050,979 | +$98,968,288 | +15.11% | |
| Cullen/Frost Bankers, Inc. | 4.32% | 8,610,022 | $438,680,591 | $459,861,275 | +$21,180,684 | +4.83% | |
| Commonwealth Equity Services, Llc | 0.51% | 7,976,865 | $406,421,286 | $426,044,360 | +$19,623,074 | +4.83% | |
| Cetera Investment Advisers | 0.41% | 8,337,155 | $386,844,013 | $445,287,449 | +$58,443,436 | +15.11% | |
| Ubs Group Ag | 0.05% | 5,591,372 | $259,439,661 | $298,635,179 | +$39,195,518 | +15.11% | |
| Northwestern Mutual Wealth Management Co | 0.16% | 5,490,994 | $254,782,132 | $293,273,990 | +$38,491,858 | +15.11% | |
| Envestnet Asset Management Inc | 0.06% | 4,638,626 | $215,232,236 | $247,749,015 | +$32,516,779 | +15.11% | |
| Cwm, Llc | 0.41% | 3,343,154 | $155,122,344 | $178,557,855 | +$23,435,511 | +15.11% | |
| Allegheny Financial Group | 14.11% | 2,609,319 | $132,944,828 | $139,363,728 | +$6,418,900 | +4.83% | |
| Wells Fargo & Company/Mn | 0.02% | 2,688,577 | $124,749,972 | $143,596,898 | +$18,846,926 | +15.11% | |
| Modern Wealth Management, Llc | 1.84% | 2,304,807 | $107,334,875 | $123,099,742 | +$15,764,867 | +14.69% | |
| Stifel Financial Corp | 0.10% | 2,297,581 | $106,608,534 | $122,713,801 | +$16,105,267 | +15.11% | |
| Amplius Wealth Advisors, Llc | 7.61% | 2,038,034 | $103,837,811 | $108,851,396 | +$5,013,585 | +4.83% | |
| Opal Wealth Advisors, Llc | 17.20% | 1,562,614 | $79,615,201 | $83,459,214 | +$3,844,013 | +4.83% | |
| Kestra Advisory Services, Llc | 0.23% | 1,392,651 | $70,955,588 | $74,381,490 | +$3,425,902 | +4.83% | |
| Hightower Advisors, Llc | 0.06% | 1,312,653 | $60,907,076 | $70,108,797 | +$9,201,721 | +15.11% | |
| Corient Private Wealth Llc | 0.08% | 1,252,442 | $58,113,319 | $66,892,927 | +$8,779,608 | +15.11% | |
| Lpl Financial Llc | 0.02% | 1,247,690 | $57,892,822 | $66,639,123 | +$8,746,301 | +15.11% | |
| Sanctuary Advisors, Llc | 0.30% | 1,183,884 | $54,932,224 | $63,231,244 | +$8,299,020 | +15.11% | |
| Oak Barrel Wealth Advisory Llc | 32.44% | 1,190,955 | $54,271,819 | $63,608,907 | +$9,337,088 | +17.20% | |
| Rfg Advisory, Llc | 0.81% | 1,011,811 | $51,551,775 | $54,040,826 | +$2,489,051 | +4.83% | |
| Bleakley Financial Group, Llc | 0.75% | 1,029,520 | $47,769,732 | $54,986,663 | +$7,216,931 | +15.11% | |
| Jones Financial Companies Lllp | 0.02% | 1,037,458 | $47,276,936 | $55,410,632 | +$8,133,696 | +17.20% | |
| Wealthspire Advisors, Llc | 0.36% | 975,073 | $45,243,371 | $52,078,649 | +$6,835,278 | +15.11% | |
| Harbor Group, Inc. | 5.24% | 876,338 | $44,649,446 | $46,805,213 | +$2,155,767 | +4.83% | |
| Summit Investment Advisory Services, Llc | 11.07% | 865,998 | $44,122,615 | $46,252,953 | +$2,130,338 | +4.83% | |
| Auctus Advisors Llc | 41.80% | 949,617 | $44,062,229 | $50,719,044 | +$6,656,815 | +15.11% | |
| Drake & Associates, Llc | 7.91% | 894,065 | $41,484,597 | $47,752,012 | +$6,267,415 | +15.11% | |
| Ggm Financial Llc | 15.50% | 802,017 | $40,862,754 | $42,835,728 | +$1,972,974 | +4.83% | |
| Embree Financial Group | 3.99% | 782,122 | $39,849,115 | $41,773,136 | +$1,924,021 | +4.83% | |
| Geneos Wealth Management Inc. | 0.92% | 850,637 | $39,469,552 | $45,432,522 | +$5,962,970 | +15.11% | |
| Bouchey Financial Group Ltd | 2.54% | 772,527 | $39,360,251 | $41,260,667 | +$1,900,416 | +4.83% | |
| Sax Wealth Advisors, Llc | 1.59% | 841,845 | $39,061,610 | $44,962,941 | +$5,901,331 | +15.11% | |
| Hancock Whitney Corp | 0.65% | 760,468 | $37,582,329 | $40,616,596 | +$3,034,267 | +8.07% | |
| Arete Wealth Advisors, Llc | 2.43% | 701,242 | $32,537,656 | $37,453,335 | +$4,915,679 | +15.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 621,442 | $32,203,138 | $33,191,217 | +$988,079 | +3.07% | |
| Advisornet Financial, Inc | 1.45% | 625,172 | $31,852,520 | $33,390,437 | +$1,537,917 | +4.83% | |
| Baker Tilly Wealth Management, Llc | 6.48% | 592,732 | $30,199,708 | $31,657,816 | +$1,458,108 | +4.83% | |
| Rockefeller Capital Management L.P. | 0.05% | 642,679 | $29,820,339 | $34,325,485 | +$4,505,146 | +15.11% | |
| Marks Group Wealth Management, Inc | 2.58% | 582,267 | $29,666,478 | $31,098,880 | +$1,432,402 | +4.83% | |
| Mml Investors Services, Llc | 0.08% | 628,489 | $29,161,885 | $33,567,597 | +$4,405,712 | +15.11% | |
| Fort Washington Investment Advisors Inc | 0.14% | 559,528 | $28,507,952 | $29,884,390 | +$1,376,438 | +4.83% | |
| Private Advisor Group, Llc | 0.12% | 533,671 | $27,190,569 | $28,503,368 | +$1,312,799 | +4.83% | |
| Bucket List Wealth Management, Llc | 13.13% | 523,231 | $26,658,630 | $27,945,768 | +$1,287,138 | +4.83% | |
| Onedigital Investment Advisors Llc | 0.26% | 572,416 | $26,560,125 | $30,572,739 | +$4,012,614 | +15.11% | |
| Steward Partners Investment Advisory, Llc | 0.12% | 518,073 | $24,038,588 | $27,670,279 | +$3,631,691 | +15.11% | |
| Aurdan Capital Management, Llc | 6.03% | 466,713 | $23,779,016 | $24,927,141 | +$1,148,125 | +4.83% | |
| Baird Financial Group, Inc. | 0.04% | 492,201 | $22,838,126 | $26,288,455 | +$3,450,329 | +15.11% | |
| Piedmont Capital Management, Llc | 11.59% | 486,775 | $22,793,241 | $25,998,653 | +$3,205,412 | +14.06% |
Frequently asked questions about PVAL
Who owns the most PVAL stock?
The largest holders of PVAL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PUTNAM FOCUSED LRG CAP VALUE (PVAL).
Is PVAL widely held by superinvestors?
Many widely followed stocks like PVAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PVAL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.