PVAL Institutional Ownership & Shareholders
PUTNAM FOCUSED LRG CAP VALUE (PVAL) is currently held by 388 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.78B 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 PVAL tracked by InsiderSet, reporting ownership valued at approximately $1.95B 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 $2.09B, representing an estimated gain of +7.40% 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, Lpl Financial Llc, 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
388
Total Reported Value
$9.78B
Largest Holder
Bank Of America Corp
Largest Position
$1.95B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
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 | 0.13% | 38,242,878 | $1,948,474,618 | $2,092,650,284 | +$144,175,666 | +7.40% | |
| Morgan Stanley | 0.05% | 17,490,722 | $891,152,378 | $957,092,308 | +$65,939,930 | +7.40% | |
| Lpl Financial Llc | 0.11% | 9,975,366 | $508,244,871 | $545,852,028 | +$37,607,157 | +7.40% | |
| Cetera Investment Advisers | 0.44% | 9,411,298 | $479,505,619 | $514,986,227 | +$35,480,608 | +7.40% | |
| Cullen/Frost Bankers, Inc. | 4.50% | 8,727,998 | $459,267,206 | $477,596,051 | +$18,328,845 | +3.99% | |
| Commonwealth Equity Services, Llc | 0.51% | 7,976,865 | $406,421,286 | $436,494,053 | +$30,072,767 | +7.40% | |
| Glenmede Trust Co Na | 1.63% | 7,259,712 | $369,882,326 | $397,251,441 | +$27,369,115 | +7.40% | |
| Ubs Group Ag | 0.05% | 5,997,586 | $305,577,008 | $328,187,906 | +$22,610,898 | +7.40% | |
| Envestnet Asset Management Inc | 0.06% | 5,400,725 | $275,166,921 | $295,527,672 | +$20,360,751 | +7.40% | |
| Modern Wealth Management, Llc | 2.32% | 3,809,127 | $194,075,017 | $208,435,429 | +$14,360,412 | +7.40% | |
| Wells Fargo & Company/Mn | 0.03% | 3,450,127 | $175,783,971 | $188,790,949 | +$13,006,978 | +7.40% | |
| Cwm, Llc | 0.41% | 3,343,154 | $155,122,344 | $182,937,387 | +$27,815,043 | +17.93% | |
| Allegheny Financial Group | 14.11% | 2,609,319 | $132,944,828 | $142,781,936 | +$9,837,108 | +7.40% | |
| Stifel Financial Corp | 0.10% | 2,469,602 | $125,827,617 | $135,136,621 | +$9,309,004 | +7.40% | |
| Janney Montgomery Scott Llc | 0.21% | 2,129,491 | $108,498,000 | $116,525,748 | +$8,027,748 | +7.40% | |
| Amplius Wealth Advisors, Llc | 7.26% | 2,011,929 | $105,867,724 | $110,092,755 | +$4,225,031 | +3.99% | |
| Osaic Holdings, Inc. | 0.10% | 1,674,245 | $85,303,665 | $91,614,686 | +$6,311,021 | +7.40% | |
| Jones Financial Companies Lllp | 0.03% | 1,669,830 | $85,077,815 | $91,373,098 | +$6,295,283 | +7.40% | |
| Opal Wealth Advisors, Llc | 17.07% | 1,555,369 | $81,843,529 | $85,109,792 | +$3,266,263 | +3.99% | |
| Oak Barrel Wealth Advisory Llc | 32.46% | 1,442,912 | $73,516,366 | $78,956,145 | +$5,439,779 | +7.40% | |
| Kestra Advisory Services, Llc | 0.23% | 1,392,651 | $70,955,588 | $76,205,863 | +$5,250,275 | +7.40% | |
| Corient Private Wealth Llc | 0.09% | 1,312,998 | $66,897,251 | $71,847,251 | +$4,950,000 | +7.40% | |
| Sanctuary Advisors, Llc | 0.30% | 1,277,368 | $65,081,905 | $69,897,577 | +$4,815,672 | +7.40% | |
| Capital Analysts, Llc | 1.40% | 1,190,333 | $60,647,000 | $65,135,022 | +$4,488,022 | +7.40% | |
| Sax Wealth Advisors, Llc | 1.59% | 1,060,337 | $55,794,910 | $58,021,641 | +$2,226,731 | +3.99% | |
| Bleakley Financial Group, Llc | 0.70% | 1,074,247 | $54,732,884 | $58,782,796 | +$4,049,912 | +7.40% | |
| Wealthspire Advisors, Llc | 0.29% | 1,026,122 | $52,280,929 | $56,149,396 | +$3,868,467 | +7.40% | |
| Rfg Advisory, Llc | 0.81% | 1,011,811 | $51,551,775 | $55,366,298 | +$3,814,523 | +7.40% | |
| Auctus Advisors Llc | 40.42% | 950,048 | $49,991,526 | $51,986,627 | +$1,995,101 | +3.99% | |
| Drake & Associates, Llc | 8.19% | 954,581 | $48,635,891 | $52,234,672 | +$3,598,781 | +7.40% | |
| Mml Investors Services, Llc | 0.10% | 937,682 | $47,774,891 | $51,309,959 | +$3,535,068 | +7.40% | |
| Harbor Group, Inc. | 5.54% | 894,128 | $47,049,023 | $48,926,684 | +$1,877,661 | +3.99% | |
| Geneos Wealth Management Inc. | 0.91% | 879,439 | $44,807,412 | $48,122,902 | +$3,315,490 | +7.40% | |
| Summit Investment Advisory Services, Llc | 11.07% | 865,998 | $44,122,615 | $47,387,411 | +$3,264,796 | +7.40% | |
| Rockefeller Capital Management L.P. | 0.07% | 834,984 | $42,542,436 | $45,690,324 | +$3,147,888 | +7.40% | |
| Ggm Financial Llc | 15.50% | 802,017 | $40,862,754 | $43,886,370 | +$3,023,616 | +7.40% | |
| Hancock Whitney Corp | 0.66% | 781,743 | $39,829,806 | $42,776,977 | +$2,947,171 | +7.40% | |
| Bouchey Financial Group Ltd | 2.54% | 772,527 | $39,360,251 | $42,272,677 | +$2,912,426 | +7.40% | |
| Advisornet Financial, Inc | 1.77% | 725,630 | $39,147,752 | $39,706,474 | +$558,722 | +1.43% | |
| Embree Financial Group | 3.79% | 736,332 | $38,745,798 | $40,292,087 | +$1,546,289 | +3.99% | |
| M&T Bank Corp | 0.12% | 773,456 | $35,888,299 | $42,323,512 | +$6,435,213 | +17.93% | |
| Arete Wealth Advisors, Llc | 2.28% | 676,109 | $34,447,777 | $36,996,684 | +$2,548,907 | +7.40% | |
| Baker Tilly Wealth Management, Llc | 6.77% | 646,818 | $34,035,576 | $35,393,881 | +$1,358,305 | +3.99% | |
| Onedigital Investment Advisors Llc | 0.29% | 665,622 | $33,913,426 | $36,422,836 | +$2,509,410 | +7.40% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 629,154 | $33,735,223 | $34,427,307 | +$692,084 | +2.05% | |
| Steward Partners Investment Advisory, Llc | 0.17% | 643,078 | $32,764,834 | $35,189,228 | +$2,424,394 | +7.40% | |
| Marks Group Wealth Management, Inc | 2.58% | 582,267 | $29,666,478 | $31,861,650 | +$2,195,172 | +7.40% | |
| Bucket List Wealth Management, Llc | 13.72% | 541,630 | $28,500,550 | $29,637,994 | +$1,137,444 | +3.99% | |
| Private Advisor Group, Llc | 0.12% | 533,671 | $27,190,569 | $29,202,477 | +$2,011,908 | +7.40% | |
| Atria Investments, Inc | 0.25% | 490,897 | $25,830,996 | $26,861,884 | +$1,030,888 | +3.99% |
Frequently asked questions about PVAL
Who are the largest institutional holders of PVAL?
The largest institutional holders of PVAL reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Cetera Investment Advisers, and Cullen/Frost Bankers, Inc.. InsiderSet ranks institutional holders by their latest reported PVAL position.
What is PVAL institutional ownership?
This page tracks PVAL positions reported by institutional investment managers through SEC Form 13F. PUTNAM FOCUSED LRG CAP VALUE (PVAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PVAL?
InsiderSet currently tracks 388 institutional managers reporting PVAL 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 PVAL shareholders.
How much PVAL stock do institutions own?
Institutional investment managers disclosed approximately $9.78B in PVAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PVAL institutional ownership last updated?
The latest PVAL 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 PVAL 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 PVAL position after the reporting date.
Are institutions buying or selling PVAL?
Institutional buying and selling can be analyzed by comparing PVAL positions across consecutive 13F reporting periods. InsiderSet's PVAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PVAL ownership changes.
How has PVAL institutional ownership changed over time?
InsiderSet tracks PVAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.