Primoris Services Corporation (PRIM) Ownership

48.72 ↓1.43 (-2.85%)

As of August 30, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Primoris Services Corporation (PRIM), owning a total of 5.6 million shares. Combined, the top 34 institutional holders of PRIM own 78.99% of the company with a total of 42.3 million shares.

In the latest ownership report on June 30th 2024, the top 34 institutional holders increased their combined ownership of PRIM by 640 thousand shares. 3 institutions bought 1,199,486 total additional shares and increased their ownership by an average of 11.16%. However 5 institutions sold 559,237 total shares and decreased their ownership by an average of 7.57%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Primoris Services Corporation increased by a net total of 640,249 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.413%	9.069%	5,588,778	464,706	2024-06-30
BlackRock Inc	9.611%	-0.476%	5,158,379	-24,690	2024-06-30
Dimensional Fund Advisors, Inc.	6.672%	-1.035%	3,580,974	-37,458	2024-06-30
Van Berkom and Associates Inc	2.576%	-22.344%	1,382,632	-397,818	2024-06-30
Fuller & Thaler Asset Management Inc	1.631%	24.411%	875,360	171,755	2024-06-30
Schroder Investment Management Group	1.145%	-13.764%	614,280	-98,048	2024-06-30
Bruni J V & Co	1.085%	-0.210%	582,317	-1,223	2024-06-30
Marshall Wace Asset Management Ltd	1.049%	0.000%	563,025	563,025	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.413%	9.069%	5,588,778	464,706	2024-06-30
BlackRock Inc	9.611%	-0.476%	5,158,379	-24,690	2024-06-30
Dimensional Fund Advisors, Inc.	6.672%	-1.035%	3,580,974	-37,458	2024-06-30
Franklin Resources Inc	5.505%	20.392%	2,954,396	500,416	2024-03-31
Wellington Management Company LLP	3.087%	6.352%	1,657,051	98,970	2024-03-31
Amvescap Plc.	2.861%	-2.832%	1,535,511	-44,760	2024-03-31
Macquarie Group Ltd	2.839%	-24.273%	1,507,642	-483,239	2022-06-30
Van Berkom and Associates Inc	2.576%	-22.344%	1,382,632	-397,818	2024-06-30
GW&K Investment Management, LLC	2.368%	-2.164%	1,270,906	-28,107	2024-03-31
State Street Corporation	2.315%	-0.131%	1,242,421	-1,632	2024-03-31
Geode Capital Management, LLC	2.178%	3.050%	1,168,812	34,594	2024-03-31
FMR Inc	2.152%	1.794%	1,155,277	20,365	2024-03-31
Charles Schwab Investment Management Inc	1.644%	-2.026%	881,310	-18,228	2023-12-31
Fuller & Thaler Asset Management Inc	1.631%	24.411%	875,360	171,755	2024-06-30
Millennium Management LLC	1.526%	-14.002%	818,880	-133,329	2024-03-31
Goldman Sachs Group Inc	1.267%	-35.076%	680,130	-367,448	2024-03-31
ClearBridge Advisors, LLC	1.271%	-13.333%	678,171	-104,331	2023-06-30
Ameriprise Financial Inc	1.242%	-3.105%	662,820	-21,241	2023-09-30
First Trust Advisors L.P.	1.221%	4.282%	655,312	26,908	2024-03-31
Diameter Capital Partners LP	1.211%	0.000%	650,000	0	2024-03-31
Driehaus Capital Management LLC	1.206%	-0.218%	643,366	-1,403	2023-09-30
Northern Trust Corp	1.193%	6.632%	639,729	39,788	2023-12-31
Morgan Stanley - Brokerage Accounts	1.184%	-25.711%	635,279	-219,865	2024-03-31
Schroder Investment Management Group	1.145%	-13.764%	614,280	-98,048	2024-06-30
Jacobs Levy Equity Management, Inc.	1.132%	0.487%	603,712	2,926	2023-06-30
Mirae Asset Global Investments (Korea) Co Ltd	1.099%	-0.687%	589,521	-4,079	2023-12-31
Citadel Advisors Llc	1.105%	230.855%	586,903	409,513	2022-09-30
LSV Asset Management	1.086%	9.853%	582,842	52,274	2024-03-31
Bruni J V & Co	1.085%	-0.210%	582,317	-1,223	2024-06-30
Verition Fund Managegment, LLC	1.056%	-2.047%	566,999	-11,846	2024-03-31
Royce & Associates, LP	1.060%	-1.740%	564,892	-10,000	2022-12-31
Marshall Wace Asset Management Ltd	1.049%	0.000%	563,025	563,025	2024-06-30
Intrinsic Edge Capital Management, LLC	1.021%	0.000%	547,708	547,708	2024-03-31
JPMorgan Chase & Co	0.983%	-6.358%	524,269	-35,596	2023-03-31

Mutual Fund Ownership

Franklin Small Cap Value SMA Composite is the biggest individual fund holder of Primoris Services Corporation (PRIM), owning a total of 2 million shares. Combined, the top 37 mutual fund holders of PRIM own 56.83% of the company with a total of 30.4 million shares.

In the latest ownership report on July 31st 2024, the top 37 fund holders increased their combined ownership of PRIM by 162 thousand shares. 7 funds bought 100,547 total additional shares and increased their ownership by an average of 3.49%. However 4 funds sold 262,813 total shares and decreased their ownership by an average of 5.27%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Primoris Services Corporation decreased by a net total of -162,266 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.959%	-0.335%	1,588,125	-5,331	2024-07-31
Franklin Small Cap Value A	2.932%	-12.091%	1,573,450	-216,410	2024-07-31
iShares Russell 2000 ETF	2.746%	1.194%	1,473,707	17,394	2024-07-31
Vanguard Small Cap Index	2.398%	0.489%	1,287,163	6,261	2024-07-31
Vanguard Small Cap Value Index Inv	1.612%	0.358%	865,076	3,082	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	1.542%	0.226%	827,793	1,868	2024-07-31
First Trust RBA Amer Indl RenaisTM ETF	1.533%	1.018%	822,820	8,292	2024-07-31
Global X US Infrastructure Dev ETF	1.177%	0.197%	631,525	1,240	2024-07-31
iShares Russell 2000 Growth ETF	0.819%	-0.236%	439,802	-1,038	2024-07-31
Franklin Small Cap Value VIP 1	0.809%	-8.439%	434,384	-40,034	2024-07-31
BlackRock Advantage Small Cap Core Instl	0.671%	20.962%	360,142	62,410	2024-07-31
Dimensional US Targeted Value ETF	0.670%	0.000%	359,523	0	2024-07-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin Small Cap Value SMA Composite	3.683%	18.423%	1,975,683	307,357	2024-03-31
Franklin US Small Cap Value Equity	3.335%	-9.406%	1,789,860	-185,823	2024-06-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.081%	3.525%	1,643,733	55,962	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.959%	-0.335%	1,588,125	-5,331	2024-07-31
Franklin Small Cap Value A	2.932%	-12.091%	1,573,450	-216,410	2024-07-31
iShares Russell 2000 ETF	2.746%	1.194%	1,473,707	17,394	2024-07-31
Invesco Small Cap Value A	2.621%	0.000%	1,406,534	0	2024-06-30
Delaware Sm-Cap Val Eq	2.538%	0.000%	1,348,100	0	2022-03-31
Fidelity® Low-Priced Stock	2.509%	-0.104%	1,338,873	-1,394	2023-10-31
Vanguard Small Cap Index	2.398%	0.489%	1,287,163	6,261	2024-07-31
Fidelity Low-Priced Stock	1.629%	-0.709%	873,530	-6,240	2024-04-30
Vanguard Small Cap Value Index Inv	1.612%	0.358%	865,076	3,082	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	1.542%	0.226%	827,793	1,868	2024-07-31
First Trust RBA Amer Indl RenaisTM ETF	1.533%	1.018%	822,820	8,292	2024-07-31
DFA US Small Cap Value I	1.371%	0.000%	735,591	0	2024-06-30
Vanguard Extended Market Index Investor	1.371%	-0.018%	731,008	-132	2023-08-31
FullerThaler Behavioral Small-Cap Equity	1.247%	5.695%	669,027	36,049	2024-05-31
FullerThaler Behavioral Sm-Cp Eq R6	1.247%	5.695%	669,027	36,049	2024-03-31
Global X US Infrastructure Dev ETF	1.177%	0.197%	631,525	1,240	2024-07-31
Wellington SMID Cap Research Equity	1.147%	-1.580%	615,263	-9,875	2023-09-30
Wellington CIF II SMID Cap Research S3	1.151%	-1.580%	615,263	-9,875	2023-09-30
DFA US Targeted Value I	1.028%	0.000%	551,808	0	2024-06-30
Fidelity Small Cap Index	0.988%	0.632%	530,374	3,331	2024-05-31
Fidelity® Small Cap Index	0.957%	2.710%	510,488	13,467	2023-10-31
ClearBridge Small Cap C	0.855%	-8.402%	455,674	-41,800	2023-03-31
ClearBridge Small Cap	0.855%	0.000%	455,674	0	2023-04-30
iShares Russell 2000 Value ETF	0.843%	-0.133%	452,262	-600	2024-05-30
iShares Russell 2000 Growth ETF	0.819%	-0.236%	439,802	-1,038	2024-07-31
Orbis SICAV Global Bal Instl Inv	0.827%	-24.304%	439,668	-141,169	2022-06-30
Franklin Small Cap Value VIP 1	0.809%	-8.439%	434,384	-40,034	2024-07-31
Schroder US Smaller Companies Acc	0.800%	12.335%	427,464	46,937	2023-12-31
iShares US Infrastructure ETF	0.790%	0.000%	421,355	0	2024-01-31
Schwab Fundamental US Small Company ETF	0.756%	0.073%	403,389	294	2023-11-30
DFA US Micro Cap I	0.673%	0.000%	361,141	0	2024-06-30
BlackRock Advantage Small Cap Core Instl	0.671%	20.962%	360,142	62,410	2024-07-31
Dimensional US Targeted Value ETF	0.670%	0.000%	359,523	0	2024-07-31
DFA US Small Cap I	0.664%	0.000%	356,386	0	2024-06-30