Filing Research | PWR - QUANTA SVCS INC Institutional Holdings

Snapshot holdings

50 / 558 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	523.7KSH	$377.1M
2	Sarasin & Partners LLP	Shares	164.8KSH	$118.6M
3	CONGRESS ASSET MANAGEMENT CO	Shares	163.3KSH	$117.6M
4	DAVENPORT & Co LLC	Shares	144.2KSH	$103.6M
5	Sequoia Financial Advisors, LLC	Shares	135.9KSH	$97.8M
6	Union Bancaire Privee, UBP SA	Shares	140.2KSH	$97.4M
7	ABN AMRO INVESTMENT SOLUTIONS	Shares	123.5KSH	$89.0M
8	Mirae Asset Global Investments Co., Ltd.	Shares	83.7KSH	$60.2M
9	Rathbones Group PLC	Shares	82.8KSH	$59.6M
10	Robeco Institutional Asset Management B.V.	Shares	71.5KSH	$51.5M
11	GUYASUTA INVESTMENT ADVISORS INC	Shares	70.4KSH	$50.7M
12	ARS Investment Partners, LLC	Shares	69.9KSH	$50.4M
13	Tema ETFs LLC	Shares	62.6KSH	$45.1M
14	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	46.8KSH	$33.7M
15	Gradient Investments LLC	Shares	44.5KSH	$32.1M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	73.2KSH	$31.5M
17	Czech National Bank	Shares	42.7KSH	$30.8M
18	D.A. DAVIDSON & CO.	Shares	41.6KSH	$30.0M
19	PARK NATIONAL CORP /OH/	Shares	40.8KSH	$29.4M
20	NORTHEAST INVESTMENT MANAGEMENT	Shares	35.4KSH	$25.5M
21	Princeton Global Asset Management LLC	Shares	35.3KSH	$25.4M
22	Fideuram Asset Management (Ireland) dac	Shares	36.1KSH	$25.1M
23	LMCG INVESTMENTS, LLC	Shares	34.1KSH	$24.6M
24	IFM Investors Pty Ltd	Shares	33.5KSH	$24.1M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	33.1KSH	$23.9M
26	Penobscot Investment Management Company, Inc.	Shares	33.0KSH	$23.7M
27	CARY STREET PARTNERS FINANCIAL LLC	Shares	32.4KSH	$23.3M
28	FLYWHEEL PRIVATE WEALTH LLC	Shares	31.0KSH	$22.3M
29	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	28.7KSH	$20.6M
30	Brookstone Capital Management	Shares	28.5KSH	$20.5M
31	Capital Investment Services of America, Inc.	Shares	28.0KSH	$20.1M
32	ALBION FINANCIAL GROUP /UT	Shares	26.3KSH	$18.9M
33	Strong Tower Advisory Services	Shares	25.3KSH	$18.3M
34	COOKSON PEIRCE & CO INC	Shares	25.3KSH	$18.2M
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	25.1KSH	$18.1M
36	Reliant Investment Management, LLC	Shares	24.9KSH	$18.0M
37	MCRAE CAPITAL MANAGEMENT INC	Shares	24.6KSH	$17.7M
38	PensionDanmark Pensionsforsikringsaktieselskab	Shares	24.6KSH	$17.7M
39	Covenant Asset Management, LLC	Shares	24.5KSH	$17.6M
40	BALDWIN WEALTH PARTNERS LLC/MA	Shares	24.3KSH	$17.5M
41	Spire Wealth Management	Shares	24.3KSH	$17.5M
42	Teamwork Financial Advisors, LLC	Shares	23.2KSH	$16.7M
43	NorthCrest Asset Manangement, LLC	Shares	25.0KSH	$16.7M
44	PATTON ALBERTSON MILLER GROUP, LLC	Shares	22.6KSH	$16.3M
45	Police & Firemen's Retirement System of New Jersey	Shares	22.5KSH	$16.2M
46	LAFFER TENGLER INVESTMENTS, INC.	Shares	22.0KSH	$15.8M
47	OAK RIDGE INVESTMENTS LLC	Shares	21.8KSH	$15.7M
48	SIERRA SUMMIT ADVISORS LLC	Shares	20.5KSH	$14.8M
49	GC Wealth Management RIA, LLC	Shares	19.8KSH	$14.3M
50	Hennion & Walsh Asset Management, Inc.	Shares	19.7KSH	$14.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 579 loaded

#		Instrument
1	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+76.2K	+$63.0M	$89.0M
2	Rathbones Group PLC added	Shares	+71.7K	+$53.5M	$59.6M
3	Swedbank AB trimmed	Shares	-86.1K	+$42.3M	$377.1M
4	Union Bancaire Privee, UBP SA added	Shares	+23.3K	+$34.3M	$97.4M
5	Sequoia Financial Advisors, LLC added	Shares	+7.0K	+$27.1M	$97.8M
6	CONGRESS ASSET MANAGEMENT CO trimmed	Shares	-6.9K	+$24.2M	$117.6M
7	DAVENPORT & Co LLC trimmed	Shares	-1.6K	+$24.1M	$103.6M
8	Tema ETFs LLC added	Shares	+23.0K	+$23.4M	$45.1M
9	Robeco Institutional Asset Management B.V. added	Shares	+17.6K	+$21.9M	$51.5M
10	Fideuram Asset Management (Ireland) dac added	Shares	+18.5K	+$17.2M	$25.1M
11	COOKSON PEIRCE & CO INC added	Shares	+16.2K	+$13.2M	$18.2M
12	ARS Investment Partners, LLC added	Shares	+347	+$12.2M	$50.4M
13	GUYASUTA INVESTMENT ADVISORS INC trimmed	Shares	-1.2K	+$11.4M	$50.7M
14	NORTHEAST INVESTMENT MANAGEMENT added	Shares	+5.9K	+$9.3M	$25.5M
15	Czech National Bank added	Shares	+2.1K	+$8.5M	$30.8M
16	IFM Investors Pty Ltd added	Shares	+3.9K	+$7.9M	$24.1M
17	Sarasin & Partners LLP trimmed	Shares	-38.0K	+$7.3M	$118.6M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.1K	+$7.3M	$31.5M
19	Sava Infond d.o.o. added	Shares	+9.0K	+$6.5M	$6.6M
20	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+8.6K	+$6.2M	$6.2M
21	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+3.0K	+$5.9M	$17.7M
22	Princeton Global Asset Management LLC trimmed	Shares	-488	+$5.8M	$25.4M
23	D.A. DAVIDSON & CO. trimmed	Shares	-2.8K	+$5.6M	$30.0M
24	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+7.1K	+$5.1M	$5.1M
25	Merit Financial Group, LLC added	Shares	+6.2K	+$5.1M	$6.9M
26	PARK NATIONAL CORP /OH/ trimmed	Shares	-3.5K	+$5.0M	$29.4M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.6K	+$4.8M	$23.9M
28	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.0K	+$4.8M	$13.1M
29	ALBION FINANCIAL GROUP /UT added	Shares	+172	+$4.6M	$18.9M
30	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-6.2K	+$4.6M	$33.7M
31	Traynor Capital Management, Inc. added	Shares	+3.8K	+$4.6M	$9.7M
32	Capital Investment Services of America, Inc. trimmed	Shares	-571	+$4.5M	$20.1M
33	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-2.0K	+$4.4M	$23.3M
34	Gradient Investments LLC trimmed	Shares	-5.9K	+$4.4M	$32.1M
35	SIERRA SUMMIT ADVISORS LLC added	Shares	+1.3K	+$4.2M	$14.8M
36	Brookstone Capital Management trimmed	Shares	-1.2K	+$4.2M	$20.5M
37	Penobscot Investment Management Company, Inc. trimmed	Shares	-2.6K	+$4.2M	$23.7M
38	BALDWIN WEALTH PARTNERS LLC/MA trimmed	Shares	-30	+$4.1M	$17.5M
39	LMCG INVESTMENTS, LLC trimmed	Shares	-3.3K	+$4.0M	$24.6M
40	Spire Wealth Management trimmed	Shares	-185	+$4.0M	$17.5M
41	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-474	+$4.0M	$18.1M
42	Strong Tower Advisory Services trimmed	Shares	-940	+$3.8M	$18.3M
43	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-202	+$3.7M	$16.2M
44	J.W. COLE ADVISORS, INC. added	Shares	+1.8K	+$3.7M	$11.5M
45	Covenant Asset Management, LLC trimmed	Shares	-886	+$3.7M	$17.6M
46	Hennion & Walsh Asset Management, Inc. added	Shares	+538	+$3.7M	$14.2M
47	New England Research & Management, Inc. added	Shares	+2.2K	+$3.7M	$10.3M
48	Reliant Investment Management, LLC trimmed	Shares	-1.3K	+$3.6M	$18.0M
49	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.6K	+$3.5M	$4.2M
50	SteelPeak Wealth, LLC added	Shares	+4.5K	+$3.4M	$3.8M

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