PPL Capital Funding Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Union Bancaire Privee, UBP SA

NEW

Shares1,000,000,000

Change+1,000,000,000

Value$104

Filed 2026-11-04

Wolverine Asset Management LLC

INCREASED

Shares88,343,000 from 65,500,000

Change+22,843,000 (+35%)

Value$92.9M (+$18.5M)

Filed 2026-11-02

Calamos Advisors LLC

DECREASED

Shares60,294,000 from 60,515,000

Change-221,000 (0%)

Value$63.4M (-$5.3M)

Filed 2026-11-02

Rational Advisors, Inc.

UNCHANGED

Shares8,920,000 from 8,920,000

Change0 (0%)

Value$9.4M (-$748.0K)

Filed 2026-11-02

Citigroup Inc

NEW

Shares8,526,000

Change+8,526,000

Value$9.0M

Filed 2026-11-04

Context Capital Management, LLC

NEW

Shares7,500,000

Change+7,500,000

Value$7.9M

Filed 2026-11-04

RWC Asset Management LLP

INCREASED

Shares6,300,000 from 4,500,000

Change+1,800,000 (+40%)

Value$6.6M (+$1.5M)

Filed 2026-10-22

AGF Management LTD

UNCHANGED

Shares1,150,000 from 1,150,000

Change0 (0%)

Value$1.2M (-$96.4K)

Filed 2026-11-03

Aegon USA Investment Management, LLC

UNCHANGED

Shares1,122,000 from 1,122,000

Change0 (0%)

Value$1.2M (-$94.1K)

Filed 2026-10-30

Calamos Wealth Management LLC

DECREASED

Shares689,000 from 742,000

Change-53,000 (-7%)

Value$724.4K (-$118.0K)

Filed 2026-11-02

Mackay Shields LLC

UNCHANGED

Shares500,000 from 500,000

Change0 (0%)

Value$526.2K (-$41.9K)

Filed 2026-10-13

Central Pacific Bank - Trust Division

UNCHANGED

Shares262,000 from 262,000

Change0 (0%)

Value$275.4K (-$22.0K)

Filed 2026-10-06

Crestwood Advisors Group, LLC

UNCHANGED

Shares95,000 from 95,000

Change0 (0%)

Value$99.9K (-$8.0K)

Filed 2026-10-27

Capital Investment Advisory Services, LLC

UNCHANGED

Shares46,000 from 46,000

Change0 (0%)

Value$48.4K (-$3.9K)

Filed 2026-10-30

Truist Financial Corp

INCREASED

Shares40,000 from 38,000

Change+2,000 (+5%)

Value$42.0K (-$1.1K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

DECREASED

Shares20,000 from 21,000

Change-1,000 (-5%)

Value$21.0K (-$2.8K)

Filed 2026-11-02

Choreo, LLC

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$17.9K (-$1.5K)

Filed 2026-10-28

Goldstein Advisors, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$15.6K (-$1.3K)

Filed 2026-10-15

Valen Private Capital, LLC

NEW

Shares14,000

Change+14,000

Value$14.7K

Filed 2026-10-23

Foresight Capital Management Advisors, Inc.

NEW

Shares13,000

Change+13,000

Value$13.6K

Filed 2026-10-27

HB Wealth Management, LLC

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$13.6K (-$1.1K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$12.8K (-$585)

Filed 2026-10-13

Lanark Financial, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10.5K (-$839)

Filed 2026-10-26

Advent Capital Management

N/A

Shares— from 80,083,000

Change-80,083,000 (-100%)

Value—

Ovata Capital Management Ltd

N/A

Shares— from 67,500,000

Change-67,500,000 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 60,731,000

Change-60,731,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 52,500,000

Change-52,500,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 46,789,000

Change-46,789,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 40,223,000

Change-40,223,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 37,500,000

Change-37,500,000 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 35,000,000

Change-35,000,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 31,204,000

Change-31,204,000 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 31,000,000

Change-31,000,000 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 30,000,000

Change-30,000,000 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 27,815,000

Change-27,815,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 25,797,000

Change-25,797,000 (-100%)

Value—

PenderFund Capital Management Ltd.

N/A

Shares— from 22,000,000

Change-22,000,000 (-100%)

Value—

Aequim Alternative Investments LP

N/A

Shares— from 21,500,000

Change-21,500,000 (-100%)

Value—

Pier 88 Investment Partners LLC

N/A

Shares— from 21,130,000

Change-21,130,000 (-100%)

Value—

Susquehanna Advisors Group, Inc.

N/A

Shares— from 17,814,000

Change-17,814,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 16,047,000

Change-16,047,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 15,231,000

Change-15,231,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 14,050,000

Change-14,050,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 13,358,000

Change-13,358,000 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 12,164,000

Change-12,164,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,965,000

Change-10,965,000 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 10,160,000

Change-10,160,000 (-100%)

Value—

CSS LLC

N/A

Shares— from 8,988,000

Change-8,988,000 (-100%)

Value—

TPG GP A, LLC

N/A

Shares— from 8,900,000

Change-8,900,000 (-100%)

Value—

Wellesley Asset Management

N/A

Shares— from 8,480,000

Change-8,480,000 (-100%)

Value—

Thrivent Financial for Lutherans

N/A

Shares— from 8,394,000

Change-8,394,000 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 7,600,000

Change-7,600,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 6,130,000

Change-6,130,000 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 6,065,000

Change-6,065,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,345,000

Change-5,345,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 3,983,000

Change-3,983,000 (-100%)

Value—

Mizuho Securities USA LLC

N/A

Shares— from 2,512,000

Change-2,512,000 (-100%)

Value—

Periscope Capital Inc.

N/A

Shares— from 2,000,000

Change-2,000,000 (-100%)

Value—

Mufg Securities Americas Inc.

N/A

Shares— from 2,000,000

Change-2,000,000 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 1,731,000

Change-1,731,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 850,000

Change-850,000 (-100%)

Value—

Jefferies Financial Group Inc.

N/A

Shares— from 685,000

Change-685,000 (-100%)

Value—

Bank of New York Mellon Corp

N/A

Shares— from 314,000

Change-314,000 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 259,000

Change-259,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 216,000

Change-216,000 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

&partners

N/A

Shares— from 168,000

Change-168,000 (-100%)

Value—

Barclays PLC

N/A

Shares— from 135,000

Change-135,000 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 93,278

Change-93,278 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 51,000

Change-51,000 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 43,000

Change-43,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

Blair William & Co

N/A

Shares— from 21,000

Change-21,000 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 2,855

Change-2,855 (-100%)

Value—

Boussard & Gavaudan Gestion SAS

N/A

Shares— from 2,440

Change-2,440 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Union Bancaire Privee, UBP SA	NEW	1,000,000,000	—	+1,000,000,000	—	—	$104	—	2026-11-04
Wolverine Asset Management LLC	INCREASED	88,343,000	65,500,000	+22,843,000	+35%	$74.4M	$92.9M	+$18.5M	2026-11-02
Calamos Advisors LLC	DECREASED	60,294,000	60,515,000	-221,000	0%	$68.7M	$63.4M	-$5.3M	2026-11-02
Rational Advisors, Inc.	UNCHANGED	8,920,000	8,920,000	0	0%	$10.1M	$9.4M	-$748.0K	2026-11-02
Citigroup Inc	NEW	8,526,000	—	+8,526,000	—	—	$9.0M	—	2026-11-04
Context Capital Management, LLC	NEW	7,500,000	—	+7,500,000	—	—	$7.9M	—	2026-11-04
RWC Asset Management LLP	INCREASED	6,300,000	4,500,000	+1,800,000	+40%	$5.1M	$6.6M	+$1.5M	2026-10-22
AGF Management LTD	UNCHANGED	1,150,000	1,150,000	0	0%	$1.3M	$1.2M	-$96.4K	2026-11-03
Aegon USA Investment Management, LLC	UNCHANGED	1,122,000	1,122,000	0	0%	$1.3M	$1.2M	-$94.1K	2026-10-30
Calamos Wealth Management LLC	DECREASED	689,000	742,000	-53,000	-7%	$842.4K	$724.4K	-$118.0K	2026-11-02
Mackay Shields LLC	UNCHANGED	500,000	500,000	0	0%	$568.1K	$526.2K	-$41.9K	2026-10-13
Central Pacific Bank - Trust Division	UNCHANGED	262,000	262,000	0	0%	$297.4K	$275.4K	-$22.0K	2026-10-06
Crestwood Advisors Group, LLC	UNCHANGED	95,000	95,000	0	0%	$107.8K	$99.9K	-$8.0K	2026-10-27
Capital Investment Advisory Services, LLC	UNCHANGED	46,000	46,000	0	0%	$52.2K	$48.4K	-$3.9K	2026-10-30
Truist Financial Corp	INCREASED	40,000	38,000	+2,000	+5%	$43.1K	$42.0K	-$1.1K	2026-10-30
Commonwealth Equity Services, LLC	DECREASED	20,000	21,000	-1,000	-5%	$23.8K	$21.0K	-$2.8K	2026-11-02
Choreo, LLC	UNCHANGED	17,000	17,000	0	0%	$19.4K	$17.9K	-$1.5K	2026-10-28
Goldstein Advisors, LLC	UNCHANGED	15,000	15,000	0	0%	$17.0K	$15.6K	-$1.3K	2026-10-15
Valen Private Capital, LLC	NEW	14,000	—	+14,000	—	—	$14.7K	—	2026-10-23
Foresight Capital Management Advisors, Inc.	NEW	13,000	—	+13,000	—	—	$13.6K	—	2026-10-27
HB Wealth Management, LLC	UNCHANGED	13,000	13,000	0	0%	$14.7K	$13.6K	-$1.1K	2026-10-23
Wealth Enhancement Advisory Services, LLC	UNCHANGED	12,000	12,000	0	0%	$13.4K	$12.8K	-$585	2026-10-13
Lanark Financial, Inc.	UNCHANGED	10,000	10,000	0	0%	$11.4K	$10.5K	-$839	2026-10-26
Advent Capital Management	N/A	—	80,083,000	-80,083,000	-100%	$91.7M	—	—	—
Ovata Capital Management Ltd	N/A	—	67,500,000	-67,500,000	-100%	$76.6M	—	—	—
Victory Capital Management Inc	N/A	—	60,731,000	-60,731,000	-100%	$68.9M	—	—	—
Two Sigma Investments, LP	N/A	—	52,500,000	-52,500,000	-100%	$59.6M	—	—	—
BlackRock, Inc.	N/A	—	46,789,000	-46,789,000	-100%	$53.1M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	40,223,000	-40,223,000	-100%	$46.0M	—	—	—
Invesco Ltd.	N/A	—	37,500,000	-37,500,000	-100%	$42.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	35,000,000	-35,000,000	-100%	$39.7M	—	—	—
Lazard Asset Management LLC	N/A	—	31,204,000	-31,204,000	-100%	$354.6K	—	—	—
Sculptor Capital LP	N/A	—	31,000,000	-31,000,000	-100%	$35.2M	—	—	—
Polar Asset Management Partners Inc.	N/A	—	30,000,000	-30,000,000	-100%	$34.1M	—	—	—
Zazove Associates LLC	N/A	—	27,815,000	-27,815,000	-100%	$31.6M	—	—	—
State Street Corp	N/A	—	25,797,000	-25,797,000	-100%	$29.4M	—	—	—
PenderFund Capital Management Ltd.	N/A	—	22,000,000	-22,000,000	-100%	$25.2M	—	—	—
Aequim Alternative Investments LP	N/A	—	21,500,000	-21,500,000	-100%	$24.4M	—	—	—
Pier 88 Investment Partners LLC	N/A	—	21,130,000	-21,130,000	-100%	$24.0M	—	—	—
Susquehanna Advisors Group, Inc.	N/A	—	17,814,000	-17,814,000	-100%	$202.1K	—	—	—
Morgan Stanley	N/A	—	16,047,000	-16,047,000	-100%	$18.2M	—	—	—
SSI Investment Management LLC	N/A	—	15,231,000	-15,231,000	-100%	$17.3M	—	—	—
Ameriprise Financial Inc	N/A	—	14,050,000	-14,050,000	-100%	$16.1M	—	—	—
Bank of America Corp	N/A	—	13,358,000	-13,358,000	-100%	$15.2M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	12,164,000	-12,164,000	-100%	$13.8K	—	—	—
FMR LLC	N/A	—	10,965,000	-10,965,000	-100%	$12.4M	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	10,160,000	-10,160,000	-100%	$11.5M	—	—	—
CSS LLC	N/A	—	8,988,000	-8,988,000	-100%	$10.2M	—	—	—
TPG GP A, LLC	N/A	—	8,900,000	-8,900,000	-100%	$10.1M	—	—	—
Wellesley Asset Management	N/A	—	8,480,000	-8,480,000	-100%	$9.5M	—	—	—
Thrivent Financial for Lutherans	N/A	—	8,394,000	-8,394,000	-100%	$9.6K	—	—	—
Gabelli Funds LLC	N/A	—	7,600,000	-7,600,000	-100%	$8.6M	—	—	—
Franklin Resources Inc	N/A	—	6,130,000	-6,130,000	-100%	$7.0M	—	—	—
Cutler Capital Management, LLC	N/A	—	6,065,000	-6,065,000	-100%	$6.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	5,345,000	-5,345,000	-100%	$6.1M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$4.5M	—	—	—
Russell Investments Group, Ltd.	N/A	—	3,983,000	-3,983,000	-100%	$4.6M	—	—	—
Mizuho Securities USA LLC	N/A	—	2,512,000	-2,512,000	-100%	$2.9M	—	—	—
Periscope Capital Inc.	N/A	—	2,000,000	-2,000,000	-100%	$2.3M	—	—	—
Mufg Securities Americas Inc.	N/A	—	2,000,000	-2,000,000	-100%	$2.3M	—	—	—
Deutsche Bank Ag\	N/A	—	1,731,000	-1,731,000	-100%	$2.0M	—	—	—
Man Group plc	N/A	—	850,000	-850,000	-100%	$962.1K	—	—	—
Jefferies Financial Group Inc.	N/A	—	685,000	-685,000	-100%	$774.6K	—	—	—
Bank of New York Mellon Corp	N/A	—	314,000	-314,000	-100%	$356.7K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	300,000	-300,000	-100%	$340.6K	—	—	—
Jane Street Group, LLC	N/A	—	259,000	-259,000	-100%	$295.5K	—	—	—
Wells Fargo & Company	N/A	—	216,000	-216,000	-100%	$245.4K	—	—	—
Ares Systematic Credit Ltd	N/A	—	200,000	-200,000	-100%	$227.3K	—	—	—
&partners	N/A	—	168,000	-168,000	-100%	$190.7K	—	—	—
Barclays PLC	N/A	—	135,000	-135,000	-100%	$153.4K	—	—	—
Nomura Holdings Inc	N/A	—	93,278	-93,278	-100%	$3.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	51,000	-51,000	-100%	$57.9K	—	—	—
LPL Financial LLC	N/A	—	43,000	-43,000	-100%	$48.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	26,000	-26,000	-100%	$29.6K	—	—	—
Blair William & Co	N/A	—	21,000	-21,000	-100%	$23.8K	—	—	—
Focus Partners Wealth	N/A	—	17,000	-17,000	-100%	$19.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	13,000	-13,000	-100%	$14.8K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	5,000	-5,000	-100%	$5.7K	—	—	—
Royal Bank of Canada	N/A	—	3,000	-3,000	-100%	$3.0K	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	2,855	-2,855	-100%	$3.3M	—	—	—
Boussard & Gavaudan Gestion SAS	N/A	—	2,440	-2,440	-100%	$2.8M	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 82 of 82 institutions