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 590 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
327
shares
|
$2,445
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
326
shares
|
$2,438
0.0% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
301
shares
|
$2,251
0.0% of portfolio
|
Q3 2025
Added 171.17%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
300
shares
|
$2,244
0.0% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
300
shares
|
$2,244
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
275
shares
|
$2,057
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
260
shares
|
$1,944
0.0% of portfolio
|
Q3 2024
Added 73.33%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
260
shares
|
$1,944
0.0% of portfolio
|
Q1 2023
Reduced 2.99%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
252
shares
|
$1,884
0.0% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
250
shares
|
$1,870
0.0% of portfolio
|
Q3 2022
Reduced 70.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
245
shares
|
$1,832
0.0% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
245
shares
|
$1,832
0.0% of portfolio
|
Q2 2024
Reduced 83.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
242
shares
|
$1,810
0.0% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
238
shares
|
$1,780
0.0% of portfolio
|
Q2 2025
Added 621.21%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
229
shares
|
$1,712
0.0% of portfolio
|
Q3 2025
Reduced 97.44%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
225
shares
|
$1,683
0.0% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
217
shares
|
$1,623
0.0% of portfolio
|
Q2 2022
Added 1176.47%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
200
shares
|
$1,496
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$1,496
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
200
shares
|
$1,496
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
200
shares
|
$1,496
0.0% of portfolio
|
Q2 2021
Reduced 25.65%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
200
shares
|
$1,496
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
192
shares
|
$1,436
0.0% of portfolio
|
Q4 2023
Added 156.25%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
190
shares
|
$1,421
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
189
shares
|
$1,413
0.0% of portfolio
|
Q2 2025
Reduced 85.2%
|
|