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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 2.58 M | $63.67 M | -1.79% | 1.20% |
| 05/14/2024 | INVESCO LTD. | 1.57 M | $38.74 M | 100.00% | 0.73% |
| 05/10/2024 | BLACKROCK INC. | 765,300 | $18.87 M | 4.31% | 0.35% |
| 05/15/2024 | MORGAN STANLEY | 615,116 | $15.17 M | 8.80% | 0.28% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 204,069 | $5.03 M | 0.07% | 0.09% |
| 05/15/2024 | NIA IMPACT ADVISORS, LLC | 86,742 | $2.14 M | 100.00% | 0.04% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 84,273 | $2.08 M | 2.32% | 0.04% |
| 05/13/2024 | CREATIVE PLANNING | 46,881 | $1.16 M | 37.99% | 0.02% |
| 04/23/2024 | OLDFIELD PARTNERS LLP | 44,500 | $1.10 M | 0.00% | 0.02% |
| 05/14/2024 | GABELLI FUNDS LLC | 43,000 | $1.06 M | -3.37% | 0.02% |
| 05/13/2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 37,877 | $934,044 | 337.78% | 0.02% |
| 05/16/2024 | JANE STREET GROUP, LLC | 30,471 | $751,415 | 100.00% | 0.01% |
| 05/10/2024 | CITIGROUP INC | 29,434 | $725,843 | 0.85% | 0.01% |
| 05/15/2024 | QUADRANT CAPITAL GROUP LLC | 28,206 | $695,916 | 29.61% | 0.01% |
| 05/09/2024 | RHUMBLINE ADVISERS | 27,906 | $688,157 | 0.36% | 0.01% |
| 05/13/2024 | ETHIC INC. | 27,446 | $676,823 | -9.22% | 0.01% |
| 05/14/2024 | VIDENT ADVISORY, LLC | 26,854 | $662,278 | 91.24% | 0.01% |
| 05/09/2024 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 25,549 | $630,038 | 62.23% | 0.01% |
| 05/09/2024 | JOHNSON INVESTMENT COUNSEL INC | 23,900 | $589,374 | 14.90% | 0.01% |
| 05/15/2024 | WETHERBY ASSET MANAGEMENT INC | 23,696 | $584,344 | -5.97% | 0.01% |
| 05/14/2024 | GUGGENHEIM CAPITAL LLC | 23,102 | $569,695 | 3.22% | 0.01% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 22,101 | $545,008 | 0.72% | 0.01% |
| 05/15/2024 | STATE STREET CORP | 20,449 | $521,108 | -0.61% | 0.01% |
| 05/15/2024 | MARSHALL WACE, LLP | 19,100 | $471,006 | -66.00% | 0.01% |
| 05/09/2024 | CI PRIVATE WEALTH, LLC | 14,836 | $365,856 | 8.76% | 0.01% |
| 04/11/2024 | BALLENTINE PARTNERS, LLC | 14,582 | $359,592 | 23.27% | 0.01% |
| 05/10/2024 | PNC FINANCIAL SERVICES GROUP, INC. | 14,490 | $357,324 | 4.73% | 0.01% |
| 05/13/2024 | BANK OF MONTREAL /CAN/ | 13,917 | $348,342 | 100.00% | 0.01% |
| 05/08/2024 | US BANCORP \DE\ | 13,767 | $339,494 | -4.41% | 0.01% |
| 05/03/2024 | SIGNATUREFD, LLC | 13,704 | $337,941 | 0.93% | 0.01% |
| 05/09/2024 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 13,438 | $331,373 | 32.19% | 0.01% |
| 05/08/2024 | BAROMETER CAPITAL MANAGEMENT INC. | 13,124 | $311,695 | 162.48% | 0.01% |
| 04/24/2024 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 12,846 | $316,783 | 0.00% | 0.01% |
| 04/24/2024 | RITHOLTZ WEALTH MANAGEMENT | 12,173 | $300,179 | 100.00% | 0.01% |
| 04/16/2024 | KATHMERE CAPITAL MANAGEMENT, LLC | 10,479 | $258,412 | 100.00% | 0.00% |
| 05/14/2024 | NORTHERN TRUST CORP | 10,320 | $254,491 | -7.74% | 0.00% |
| 05/07/2024 | M&T BANK CORP | 10,110 | $249,313 | -0.05% | 0.00% |
| 05/14/2024 | CERITY PARTNERS LLC | 10,046 | $247,739 | 11.54% | 0.00% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 9,840 | $242,654 | 100.00% | 0.00% |
| 05/13/2024 | FMR LLC | 9,298 | $229,304 | -7.71% | 0.00% |
| 05/13/2024 | WEST FAMILY INVESTMENTS, INC. | 9,083 | $223,987 | -3.25% | 0.00% |
| 04/30/2024 | SEQUOIA FINANCIAL ADVISORS, LLC | 8,720 | $215,036 | 0.83% | 0.00% |
| 05/13/2024 | UBS GROUP AG | 7,579 | $186,898 | 0.54% | 0.00% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 6,877 | $169,208 | 0.00% | 0.00% |
| 05/01/2024 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5,274 | $134,398 | 100.00% | 0.00% |
| 05/06/2024 | PARALLEL ADVISORS, LLC | 4,887 | $120,513 | 24.45% | 0.00% |
| 04/05/2024 | CWM, LLC | 2,872 | $71,000 | 9.12% | 0.00% |
| 05/09/2024 | SAGEVIEW ADVISORY GROUP, LLC | 2,517 | $660,844 | 100.00% | 0.00% |
| 04/25/2024 | LINDBROOK CAPITAL, LLC | 2,344 | $57,803 | 26.09% | 0.00% |
| 06/11/2024 | EVERSOURCE WEALTH ADVISORS, LLC | 1,396 | $33,155 | 141.94% | 0.00% |
A. During the previous two years, 110 institutional investors and hedge funds held shares of PLDT Inc.. The most heavily invested institutionals were:
Kathmere Capital Management, LLC: 0
RENAISSANCE TECHNOLOGIES LLC: 2.58 M
Invesco Ltd.: 1.57 M
BlackRock Inc.: 765,300
MORGAN STANLEY: 615,116
DIMENSIONAL FUND ADVISORS LP: 204,069
A. 3.08% of PLDT Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 8.69 M shares in the last 24 months. This purchase volume represents approximately $215.99 M in transactions.
