Peloton Interactive Inc (PTON) Ownership

4.42 ↑0.26 (6.25%)
As of March 27, 2024, 3:59pm EST.

Institutional Ownership

Morgan Stanley - Brokerage Accounts is the biggest individual institutional holder of Peloton Interactive Inc (PTON), owning a total of 41 million shares. Combined, the top 32 institutional holders of PTON own 84.70% of the company with a total of 307.6 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders increased their combined ownership of PTON by 6.9 million shares. 7 institutions bought 11,930,699 total additional shares and increased their ownership by an average of 28.97%. However 3 institutions sold 5,028,509 total shares and decreased their ownership by an average of 15.38%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Peloton Interactive increased by a net total of 6,902,190 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital World Investors7.158%17.574%26,259,3253,925,0002023-12-31
T. Rowe Price Associates, Inc.5.638%-1.875%20,683,306-395,1782023-12-31
Dragoneer Investment Group, LLC3.077%-21.304%11,288,305-3,055,8832023-12-31
DnB NOR Asset Management (Asia)2.286%31.730%8,386,9032,020,1592023-12-31
Patient Capital Management, LLC1.689%32.717%6,196,2851,527,4712023-12-31
Two Sigma Advisers, LLC1.591%2.762%5,837,500156,9002023-12-31
Two Sigma Investments LLC1.571%27.323%5,763,2601,236,7762023-12-31
Jackson Square Partners, LLC1.443%-22.953%5,295,070-1,577,4482023-12-31
Quinn Opportunity Partners LLC1.426%47.055%5,230,8191,673,7752023-12-31
T. Rowe Price Investment Management,Inc.1.248%43.599%4,580,1671,390,6182023-12-31
Technology Crossover Management IX, Ltd.1.002%0.000%3,676,41302023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Morgan Stanley - Brokerage Accounts11.178%40.378%41,010,36011,796,0412023-09-30
Vanguard Group Inc8.069%0.846%29,603,777248,3142023-09-30
Capital World Investors7.158%17.574%26,259,3253,925,0002023-12-31
Baillie Gifford & Co Limited.7.259%-8.871%25,119,141-2,445,0772022-09-30
T. Rowe Price Associates, Inc.5.638%-1.875%20,683,306-395,1782023-12-31
FMR Inc5.016%-26.631%18,080,174-6,562,5782023-06-30
BlackRock Inc4.315%2.217%15,829,740343,3962023-09-30
Dragoneer Investment Group, LLC3.077%-21.304%11,288,305-3,055,8832023-12-31
Coatue Management LLC2.754%82.088%9,759,6864,399,8192022-12-31
Bank of New York Mellon Corp2.498%-2.515%9,165,981-236,4472023-09-30
DnB NOR Asset Management (Asia)2.286%31.730%8,386,9032,020,1592023-12-31
Eminence Capital LLC1.980%-5.360%7,265,722-411,5062023-09-30
Patient Capital Management, LLC1.689%32.717%6,196,2851,527,4712023-12-31
Two Sigma Advisers, LLC1.591%2.762%5,837,500156,9002023-12-31
Two Sigma Investments LLC1.571%27.323%5,763,2601,236,7762023-12-31
Jackson Square Partners, LLC1.443%-22.953%5,295,070-1,577,4482023-12-31
Quinn Opportunity Partners LLC1.426%47.055%5,230,8191,673,7752023-12-31
Geode Capital Management, LLC1.387%3.985%5,088,708194,9992023-09-30
Darsana Capital Partners LP1.411%-50.000%5,000,000-5,000,0002023-03-31
State Street Corporation1.333%0.229%4,889,32111,1502023-09-30
T. Rowe Price Investment Management,Inc.1.248%43.599%4,580,1671,390,6182023-12-31
Camber Capital Management LLC1.227%50.000%4,500,0001,500,0002023-09-30
Millennium Management LLC1.111%105.007%4,075,1562,087,3462023-09-30
Renaissance Technologies Corp1.023%-0.687%3,686,400-25,5002023-06-30
Technology Crossover Management IX, Ltd.1.002%0.000%3,676,41302023-12-31
Scopia Management Inc1.010%-4.382%3,640,513-166,8172023-06-30
Nantahala Capital Management, LLC0.986%101.701%3,554,6061,792,2952023-09-30
Alkeon Capital Management, LLC0.996%-27.024%3,527,743-1,306,3782023-03-31
Spyglass Capital Management LLC0.888%-7.828%3,202,298-271,9482023-06-30
NORGES BANK0.730%24.943%2,586,313516,3152022-12-31
Technology Crossover Management X, Ltd.0.735%0.000%2,541,62602022-12-31
Woodson Capital Management, LP0.661%1.846%2,248,68540,7582022-09-30

Mutual Fund Ownership

American Funds Growth Fund of Amer A is the biggest individual fund holder of Peloton Interactive Inc (PTON), owning a total of 18.3 million shares. Combined, the top 36 mutual fund holders of PTON own 54.72% of the company with a total of 198.5 million shares.

In the latest ownership report on February 29th 2024, the top 36 fund holders increased their combined ownership of PTON by 159 thousand shares. 3 funds bought 177,103 total additional shares and increased their ownership by an average of 1.02%. However 1 funds sold 18,410 total shares and decreased their ownership by an average of 0.18%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Peloton Interactive increased by a net total of 158,693 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.748%-0.182%10,079,899-18,4102024-02-29
Vanguard Small Cap Index2.286%0.932%8,384,74777,4082024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.383%0.426%5,072,66921,5362024-02-29
Vanguard Small Cap Growth Index Inv1.283%1.689%4,706,24578,1592024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds Growth Fund of Amer A4.976%0.000%18,256,85902023-12-31
Capital Group Growth Fnd of Amer Comp4.976%0.000%18,256,85902023-12-31
Vanguard Total Stock Mkt Idx Inv2.748%-0.182%10,079,899-18,4102024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.679%5.679%9,655,813518,8852023-03-31
T. Rowe Price US Growth Stock Composite2.449%-31.073%8,677,916-3,912,1452023-03-31
T. Rowe Price Growth Stock2.449%-31.073%8,677,916-3,912,1452023-03-31
Vanguard Small Cap Index2.286%0.932%8,384,74777,4082024-02-29
American Funds SMALLCAP World A2.110%102.815%7,742,5283,925,0002023-12-31
T. Rowe Price Growth Stock Tr-B1.819%-4.973%6,446,844-337,3482023-03-31
T. Rowe Price US Large-Cap Growth Equity1.709%0.000%6,269,22502023-12-31
T. Rowe Price Lrg Cp Gr I1.709%0.000%6,269,22502023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.383%0.426%5,072,66921,5362024-02-29
Morgan Stanley Growth SMA1.366%-3.732%5,011,953-194,3062023-12-31
Morgan Stanley Growth1.366%-3.732%5,011,953-194,3062023-12-31
Morgan Stanley Inst Growth I1.366%-3.732%5,011,953-194,3062023-12-31
DNB Teknologi A1.337%-2.727%4,906,142-137,5142024-01-31
Fidelity Canadian Growth Company Sr B1.330%0.000%4,794,24302023-06-30
Patient Opportunity C1.295%31.944%4,750,0001,150,0002023-12-31
Vanguard Small Cap Growth Index Inv1.283%1.689%4,706,24578,1592024-02-29
Vanguard Extended Market Index Investor1.315%0.385%4,695,33618,0132023-08-31
Fidelity Global Innovators Cl F1.291%0.010%4,652,8354452023-06-30
Morgan Stanley Inst Inception I1.080%-3.931%3,960,497-162,0632023-12-31
Morgan Stanley Inception1.080%-6.465%3,960,497-273,7312023-12-31
Morgan Stanley Insight1.062%-9.900%3,897,200-428,2302023-12-31
Morgan Stanley Insight A1.062%-9.900%3,897,200-428,2302023-12-31
BNY Mellon Sm/Md Cp Gr I0.903%-4.968%3,311,771-173,1422024-01-31
MS INVF US Growth I0.842%0.000%3,090,69502023-12-31
BrighthouseI Morgan Stanley Discovery B0.828%2.773%3,036,07981,9112023-12-31
Opportunity C0.621%29.412%2,200,000500,0002023-06-30
JNL/T. Rowe Price Established Growth A0.635%24.727%2,197,780435,7002022-12-31
T. Rowe Price Large Cap Growth Tr-B0.600%6.484%2,127,418129,5412023-03-31
Jackson Square SMID-Cap Growth IS0.550%-1.039%1,949,886-20,4802023-03-31
Morgan Stanley Discovery0.572%0.932%1,944,47217,9492022-09-30
Spyglass Growth Institutional0.568%3.946%1,931,64873,3342022-09-30
Morgan Stanley Inst Discovery I0.540%-3.903%1,868,575-75,8972022-12-31
Principal LargeCap Growth I Instl0.534%4.579%1,814,38379,4412022-11-30

Discussions

Please log in or register to share your thoughts.

rikishiiiii

$PTON we all speculate but nobody knows what going to happen.

0 Like Report
bulls_only

$PTON It’s that TIME!! To Double down!

0 Like Report
SayMyName

$PTON Shorts talk the talk but cant walk the walk

0 Like Report
graffititrain

$PTON always with good potential for a long term Hodl

0 Like Report