Primerica, Inc. (PRI) — Institutional Holders, Q2 2026 (page 5)
528 institutional investment managers reported a PRI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PRI 13F holders ranked 401–500 of 528
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | United Community Bank#401 · 599 sh | 599 | $170.2K | 0.05% | 0.0% |
| 402 | Hamilton Capital Partners#402 · 596 sh | 596 | $169.4K | <0.01% | -15.7% |
| 403 | Wilmington Savings Fund Society, FSB#403 · 580 sh | 580 | $164.8K | — | -0.7% |
| 404 | SIGNATUREFD#404 · 573 sh | 573 | $162.8K | — | +9.4% |
| 405 | Oakworth Capital#405 · 549 sh | 549 | $159.8K | — | 0.0% |
| 406 | Larson Financial Group#406 · 499 sh | 499 | $141.9K | <0.01% | +41.0% |
| 407 | UMB Bank, n.a.#407 · 493 sh | 493 | $140.1K | <0.01% | +12.6% |
| 408 | BNP Paribas Asset Management Holding S.A.#408 · 482 sh | 482 | $137.0K | <0.01% | -16.8% |
| 409 | WHITTIER OF NEVADA#409 · 435 sh | 435 | $131.6K | <0.01% | 0.0% |
| 410 | HUNTINGTON NATIONAL BANK#410 · 443 sh | 443 | $125.7K | <0.01% | -3.9% |
| 411 | Parallel Advisors#411 · 430 sh | 430 | $122.2K | <0.01% | +4.6% |
| 412 | Allworth Financial#412 · 401 sh | 401 | $114.0K | <0.01% | +9.3% |
| 413 | Versant Capital Management#413 · 360 sh | 360 | $102.3K | — | +1.4% |
| 414 | WHITTIER#414 · 341 sh | 341 | $102.0K | <0.01% | 0.0% |
| 415 | Farther Finance Advisors#415 · 358 sh | 358 | $101.8K | — | +14.0% |
| 416 | IFG Advisory#416 · 350 sh | 350 | $99.5K | <0.01% | New |
| 417 | STEPHENSON NATIONAL BANK#417 · 346 sh | 346 | $98.3K | — | +76.5% |
| 418 | City State Bank#418 · 294 sh | 294 | $83.6K | — | 0.0% |
| 419 | HM PAYSON#419 · 265 sh | 265 | $75.3K | <0.01% | 0.0% |
| 420 | SJS Investment Consulting#420 · 260 sh | 260 | $73.9K | — | +124.1% |
| 421 | Davis Capital Management#421 · 238 sh | 238 | $67.6K | — | New |
| 422 | Mitsubishi UFJ Asset Management , Ltd.#422 · 227 sh | 227 | $65.3K | 0.00% | +44.6% |
| 423 | EverSource Wealth Advisors#423 · 205 sh | 205 | $58.3K | <0.01% | -86.5% |
| 424 | Smartleaf Asset Management#424 · 199 sh | 199 | $57.1K | <0.01% | 0.0% |
| 425 | NewEdge Advisors#425 · 198 sh | 198 | $56.3K | <0.01% | New |
| 426 | CX Institutional#426 · 188 sh | 188 | $53.0K | — | -9.6% |
| 427 | CULLEN/FROST BANKERS#427 · 166 sh | 166 | $47.2K | <0.01% | +49.5% |
| 428 | BOKF, NA#428 · 150 sh | 150 | $42.6K | <0.01% | -25.0% |
| 429 | True Wealth Design#429 · 127 sh | 127 | $36.1K | — | +67.1% |
| 430 | V-Square Quantitative Management#430 · 127 sh | 127 | $36.1K | — | +9.5% |
| 431 | NOMURA ASSET MANAGEMENT LTD#431 · 120 sh | 120 | $34.1K | <0.01% | -36.8% |
| 432 | Align Financial#432 · 119 sh | 119 | $33.8K | — | 0.0% |
| 433 | Hilltop National Bank#433 · 113 sh | 113 | $32.1K | — | 0.0% |
| 434 | Essential Partners#434 · 105 sh | 105 | $29.8K | — | +5150.0% |
| 435 | C M BIDWELL & ASSOCIATES LTD#435 · 103 sh | 103 | $29.3K | 0.01% | 0.0% |
| 436 | Quent Capital#436 · 103 sh | 103 | $29.3K | <0.01% | +17.0% |
| 437 | Physician Wealth Advisors#437 · 101 sh | 101 | $28.7K | — | -1.9% |
| 438 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#438 · 91 sh | 91 | $26.5K | <0.01% | 0.0% |
| 439 | Ameritas Advisory Services#439 · 90 sh | 90 | $25.6K | <0.01% | New |
| 440 | Quarry#440 · 86 sh | 86 | $24.4K | <0.01% | -72.4% |
| 441 | MCDONALD PARTNERS#441 · 85 sh | 85 | $24.2K | <0.01% | New |
| 442 | MassMutual Private Wealth & , FSB#442 · 83 sh | 83 | $23.6K | — | -8.8% |
| 443 | LRI Investments#443 · 74 sh | 74 | $21.0K | <0.01% | +48.0% |
| 444 | BARTLETT & WEALTH MANAGEMENT#444 · 68 sh | 68 | $19.3K | <0.01% | 0.0% |
| 445 | Centerpoint Advisors#445 · 66 sh | 66 | $19.0K | <0.01% | -1.5% |
| 446 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#446 · 65 sh | 65 | $18.5K | 0.00% | +10.2% |
| 447 | THURSTON, SPRINGER, MILLER, HERD & TITAK#447 · 65 sh | 65 | $18.5K | — | 0.0% |
| 448 | CVA Family Office#448 · 62 sh | 62 | $17.6K | <0.01% | +14.8% |
| 449 | Basecamp Wealth Advisors#449 · 58 sh | 58 | $16.5K | <0.01% | 0.0% |
| 450 | ZRC WEALTH MANAGEMENT#450 · 52 sh | 52 | $14.8K | — | +550.0% |
| 451 | New England Capital Financial Advisors#451 · 50 sh | 50 | $14.2K | <0.01% | 0.0% |
| 452 | Golden State Wealth Management#452 · 46 sh | 46 | $13.2K | <0.01% | 0.0% |
| 453 | Clearstead Advisors#453 · 46 sh | 46 | $13.1K | <0.01% | +360.0% |
| 454 | JFS WEALTH ADVISORS#454 · 44 sh | 44 | $12.5K | <0.01% | +2.3% |
| 455 | Persistent Asset Partners Ltd#455 · 44 sh | 44 | $12.5K | <0.01% | New |
| 456 | Bullock Wealth Management Group#456 · 40 sh | 40 | $11.7K | — | 0.0% |
| 457 | PRIVATE NA#457 · 39 sh | 39 | $11.1K | — | 0.0% |
| 458 | Rossby Financial, LCC#458 · 39 sh | 39 | $11.1K | <0.01% | +18.2% |
| 459 | ROTHSCHILD INVESTMENT#459 · 39 sh | 39 | $11.1K | <0.01% | +116.7% |
| 460 | SRH ADVISORS#460 · 38 sh | 38 | $10.8K | — | 0.0% |
| 461 | Capital Advisors, Ltd.#461 · 34 sh | 34 | $10.0K | <0.01% | 0.0% |
| 462 | LOS ANGELES CAPITAL MANAGEMENT#462 · 35 sh | 35 | $9.9K | 0.00% | -95.8% |
| 463 | Acumen Wealth Advisors#463 · 34 sh | 34 | $9.7K | <0.01% | 0.0% |
| 464 | HIGHLINE WEALTH PARTNERS#464 · 34 sh | 34 | $9.7K | — | 0.0% |
| 465 | S&T BANK#465 · 33 sh | 33 | $9.4K | <0.01% | +32.0% |
| 466 | Fortitude Family Office#466 · 32 sh | 32 | $9.1K | — | +3.2% |
| 467 | Covestor Ltd#467 · 32 sh | 32 | $9.0K | <0.01% | 0.0% |
| 468 | Fourth Dimension Wealth#468 · 30 sh | 30 | $8.5K | <0.01% | 0.0% |
| 469 | FARMERS & MERCHANTS INVESTMENTS#469 · 27 sh | 27 | $7.7K | — | -6.9% |
| 470 | Private Wealth Asset Management#470 · 27 sh | 27 | $7.7K | <0.01% | 0.0% |
| 471 | Anchor Investment Management#471 · 25 sh | 25 | $7.1K | <0.01% | 0.0% |
| 472 | Bogart Wealth#472 · 25 sh | 25 | $7.1K | <0.01% | -7.4% |
| 473 | ENTRUST FINANCIAL#473 · 25 sh | 25 | $7.1K | <0.01% | 0.0% |
| 474 | Keating Financial Advisory Services#474 · 24 sh | 24 | $6.8K | <0.01% | +14.3% |
| 475 | HARBOUR INVESTMENTS#475 · 24 sh | 24 | $6.7K | <0.01% | 0.0% |
| 476 | Cedar Mountain Advisors#476 · 20 sh | 20 | $5.7K | — | 0.0% |
| 477 | ACTION POINT FINANCIAL PLANNING#477 · 20 sh | 20 | $5.7K | <0.01% | New |
| 478 | Dogwood Wealth Management#478 · 19 sh | 19 | $5.4K | <0.01% | 0.0% |
| 479 | Hughes Financial Services#479 · 18 sh | 18 | $5.1K | <0.01% | +157.1% |
| 480 | TD Capital Management#480 · 16 sh | 16 | $4.7K | <0.01% | 0.0% |
| 481 | High Note Wealth#481 · 16 sh | 16 | $4.5K | <0.01% | 0.0% |
| 482 | Owl Creek Wealth Partners#482 · 15 sh | 15 | $4.3K | — | 0.0% |
| 483 | Rialto Wealth Management#483 · 14 sh | 14 | $4.0K | <0.01% | +16.7% |
| 484 | MPWM ADVISORY SOLUTIONS#484 · 14 sh | 14 | $4.0K | <0.01% | 0.0% |
| 485 | WPG Advisers#485 · 14 sh | 14 | $4.0K | <0.01% | +7.7% |
| 486 | Valued Wealth Advisors#486 · 12 sh | 12 | $3.4K | <0.01% | +9.1% |
| 487 | Clearstead#487 · 12 sh | 12 | $3.4K | <0.01% | New |
| 488 | Cornerstone Planning Group#488 · 10 sh | 10 | $3.1K | — | 0.0% |
| 489 | Bell Investment Advisors#489 · 11 sh | 11 | $3.1K | <0.01% | 0.0% |
| 490 | Creative Capital Management Investments#490 · 11 sh | 11 | $3.1K | <0.01% | New |
| 491 | DiNuzzo Private Wealth#491 · 10 sh | 10 | $2.8K | — | -9.1% |
| 492 | Financial Management Professionals#492 · 9 sh | 9 | $2.6K | — | 0.0% |
| 493 | Bare Financial Services#493 · 9 sh | 9 | $2.6K | <0.01% | +50.0% |
| 494 | United Financial Planning Group#494 · 9 sh | 9 | $2.6K | <0.01% | 0.0% |
| 495 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#495 · 8 sh | 8 | $2.3K | <0.01% | 0.0% |
| 496 | Marquette Asset Management#496 · 8 sh | 8 | $2.3K | — | 0.0% |
| 497 | Bruce G. Allen Investments#497 · 8 sh | 8 | $2.3K | <0.01% | 0.0% |
| 498 | Dunhill Financial#498 · 7 sh | 7 | $2.2K | <0.01% | 0.0% |
| 499 | First Pacific Financial#499 · 7 sh | 7 | $2.0K | — | 0.0% |
| 500 | HFM Investment Advisors#500 · 7 sh | 7 | $2.0K | <0.01% | +250.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.