Institutional Ownership Peloton Interactive, Inc. (PTON)
This table provides information about the institutional ownership of Peloton Interactive, Inc. (PTON). We have compiled data on the 465 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
50
shares
|
$443
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
50
shares
|
$443
0.0% of portfolio
|
Q1 2023
Reduced 54.13%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
50
shares
|
$443
0.0% of portfolio
|
Q4 2021
Reduced 76.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
44
shares
|
$389
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
43
shares
|
$380
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
42
shares
|
$372
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
40
shares
|
$354
0.0% of portfolio
|
Q4 2021
Added 166.67%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
36
shares
|
$318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
35
shares
|
$310
0.0% of portfolio
|
Q1 2023
Added 133.33%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
29
shares
|
$256
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
29
shares
|
$256
0.0% of portfolio
|
Q4 2022
Reduced 57.97%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
25
shares
|
$221
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$221
0.0% of portfolio
|
Q1 2024
Reduced 75.25%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
23
shares
|
$203
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20
shares
|
$177
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
20
shares
|
$177
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
19
shares
|
$168
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
18
shares
|
$159
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13
shares
|
$115
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
13
shares
|
$115
0.0% of portfolio
|
Q3 2023
Added 192.31%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
12
shares
|
$106
0.0% of portfolio
|
Q1 2024
Reduced 98.46%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
11
shares
|
$97
0.0% of portfolio
|
Q3 2024
Reduced 95.07%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
10
shares
|
$88
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
10
shares
|
$88
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
10
shares
|
$88
0.0% of portfolio
|
Q3 2024
New holding
|