Primerica, Inc. (PRI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

32,451,000Shares Outstanding

29,999,554Shares held by institutions

$8,409,774,973Value of institutional holdings

92.45%Institutional ownership %

5.95%Shares Changed QoQ

493No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Primerica, Inc. (NYSE:PRI) has 493 institutional investors with active 13F positions as of December 2025.

These investors held 92.0% of outstanding shares in December 2025, down from 92.8% in September 2025.
They increased total shares held in PRI by 5.65% quarter over quarter, and investors in Primerica increased 2.49% from a year ago.
Of these 493 funds, 219 grew their exposure to Primerica, 196 cut back, and 78 maintained positions.
In total, institutional investors held 29.86Mn shares in Primerica as of December 2025, up by 1.6Mn shares quarter on quarter, and down 4.83Mn shares year over year.
Capricorn Fund Managers Ltd holds the largest position in PRI at 68.04K shares as of December 31, 2025, or 0.21% of shares outstanding.
The most significant purchases of PRI for the quarter ending December 2025 came from Capricorn Fund Managers Ltd (68.04K), DIVERSIFIED MANAGEMENT INC (7.6K), Sendero Wealth Management, LLC (4.57K), Vest Financial, LLC (4.51K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.43K).
The largest sales of PRI for the quarter ending December 2025 came from BI Asset Management Fondsmaeglerselskab A/S (12.7K), Robeco Institutional Asset Management B.V. (4.53K), Janney Montgomery Scott LLC (3.42K), RITHOLTZ WEALTH MANAGEMENT (2.73K), Aaron Wealth Advisors LLC (1.31K).
Business Quant data shows the 10 biggest positions in Primerica as of December 2025 are held by Capricorn Fund Managers Ltd (68.04K), Artemis Investment Management LLP (40.93K), Retirement Systems of Alabama (39.13K), State of Alaska, Department of Revenue (30.87K), Vest Financial, LLC (26.37K), RITHOLTZ WEALTH MANAGEMENT (13.8K), Robeco Institutional Asset Management B.V. (12.17K), VISTA INVESTMENT PARTNERS LLC (10.87K), Ellsworth Advisors, LLC (10.16K), YOUSIF CAPITAL MANAGEMENT, LLC (9.65K).

493 Institutional Holders

29,999,554 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	3,286,803	-91,389	-2.71%	$849,178,423.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	3,165,612	-233,988	-6.88%	$817,867,720.00
BlackRock, Inc.	31 Dec, 2025	2,952,807	-44,300	-1.48%	$762,887,201.00
FMR LLC	31 Dec, 2025	2,862,216	-30,034	-1.04%	$739,482,279.00
Bank Of Montreal /Can/	31 Dec, 2025	1,311,634	1,287,243	5,277.53%	$338,873,760.00
BAMCO INC /NY/	31 Dec, 2025	1,132,544	-275,697	-19.58%	$292,604,068.00
State Street Corp	31 Dec, 2025	1,004,630	-27,844	-2.70%	$259,556,207.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	793,389	37,014	4.89%	$205,010,937.00
Brave Warrior Advisors, LLC	31 Dec, 2025	780,125	27,136	3.60%	$201,553,095.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	642,950	29,621	4.83%	$166,118,581.00
FIDUCIARY MANAGEMENT INC /WI/	31 Dec, 2025	611,281	-28,976	-4.53%	$157,930,559.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	569,780	304,057	114.43%	$147,208,608.00
LYRICAL ASSET MANAGEMENT LP	31 Dec, 2025	541,327	-23,838	-4.22%	$139,857,244.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	505,357	13,274	2.70%	$130,564,038.00
AGF MANAGEMENT LTD	31 Dec, 2025	420,515	6,780	1.64%	$108,644,255.00
Invesco Ltd.	31 Dec, 2025	357,696	238,571	200.27%	$92,414,338.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	316,852	-4,212	-1.31%	$81,861,883.00
Bank of New York Mellon Corp	31 Dec, 2025	311,752	-4,156	-1.32%	$80,544,210.00
Wells Fargo & Company/Mn	31 Dec, 2025	297,908	-12,936	-4.16%	$76,967,414.00
Northern Trust Corp	31 Dec, 2025	286,462	-20,593	-6.71%	$74,010,322.00

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