PESI — PERMA-FIX ENVIRONMENTAL SVCS
Reported value held$46.49M
Funds holding (latest)25
SectorIndustrials
Funds holding (Q2 2026)18
Institutional value$33.24M · 2.34M sh
New / Add / Cut / Exit1 / 10 / 6 / 2
Top-5 / Top-10 concentration88.8% / 96.8%
Institutional holdings change
Accumulating +1.4%
(+32.14K sh)
Institutional value change
Up +35.5%
As of Q2 2026, 18 SEC-registered investment managers reported holding PESI (PERMA-FIX ENVIRONMENTAL SVCS) in their latest 13F filings, with a combined reported value of $33.24M across 2.34M shares. That is +1.4% by share count (+32.14K shares) versus the previous quarter, while reported value moved +35.5%. Ownership is concentrated: the five largest holders account for 88.8% of reported value and the top ten for 96.8%.
Compared with the prior quarter, 1 opened new positions, 10 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PESI is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.25M | $17.90M | 0.00% | Add |
| Geode Capital Management history | 455.16K | $6.51M | 0.00% | Add |
| Goldman Sachs Group history | 162.75K | $2.33M | 0.00% | Add |
| Northern Trust Corp history | 141.64K | $2.02M | 0.00% | Add |
| Morgan Stanley history | 53.08K | $758.57K | 0.00% | Add |
| Charles Schwab Investment Management history | 45.25K | $646.61K | 0.00% | Add |
| Bank of America Corp history | 41.37K | $591.19K | 0.00% | Reduce |
| BNY Mellon history | 38.10K | $544.46K | 0.00% | Reduce |
| UBS Group AG history | 31.49K | $450.04K | 0.00% | Reduce |
| Wells Fargo & Co history | 29.30K | $418.74K | 0.00% | Add |
| D. E. Shaw & Co history | 24.86K | $355.22K | 0.00% | Reduce |
| Deutsche Bank AG history | 15.37K | $219.58K | 0.00% | Add |
| Citadel Advisors history | 13.80K | $197.20K | 0.00% | Reduce |
| Citigroup Inc history | 8.24K | $117.73K | 0.00% | Add |
| JPMorgan Chase & Co history | 7.47K | $98.07K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.18K | $59.75K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.56K | $22.26K | 0.00% | Hold |
| T. Rowe Price Associates history | 11.68K | $167 | 0.00% | Add |
Q1 2026 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.17M | $12.51M | 0.00% | Reduce |
| Geode Capital Management history | 432.70K | $4.63M | 0.00% | Add |
| Goldman Sachs Group history | 142.69K | $1.53M | 0.00% | Add |
| Northern Trust Corp history | 129.57K | $1.39M | 0.00% | Add |
| Citadel Advisors history | 84.81K | $906.65K | 0.00% | Add |
| D. E. Shaw & Co history | 62.99K | $673.35K | 0.00% | Reduce |
| UBS Group AG history | 62.08K | $663.66K | 0.00% | Add |
| Bank of America Corp history | 45.19K | $483.08K | 0.00% | Add |
| Charles Schwab Investment Management history | 43.59K | $465.98K | 0.00% | Reduce |
| BNY Mellon history | 40.38K | $431.65K | 0.00% | Reduce |
| Morgan Stanley history | 26.72K | $285.62K | 0.00% | Reduce |
| Wells Fargo & Co history | 20.83K | $222.67K | 0.00% | Reduce |
| Deutsche Bank AG history | 14.62K | $156.30K | 0.00% | Add |
| Invesco Ltd history | 11.13K | $119.03K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.73K | $50.52K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.56K | $16.66K | 0.00% | Reduce |
| Citigroup Inc history | 819 | $8.76K | 0.00% | Add |
| T. Rowe Price Associates history | 11.20K | $120 | 0.00% | Hold |
| PNC Financial Services history | 8 | $86 | 0.00% | Hold |
Q4 2025 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.20M | $15.08M | 0.00% | Add |
| Vanguard Group history | 968.11K | $12.19M | 0.00% | Add |
| Geode Capital Management history | 422.89K | $5.33M | 0.00% | Hold |
| Northern Trust Corp history | 123.51K | $1.55M | 0.00% | Reduce |
| D. E. Shaw & Co history | 96.01K | $1.21M | 0.00% | Add |
| Citadel Advisors history | 80.23K | $1.01M | 0.00% | Add |
| Goldman Sachs Group history | 71.94K | $905.69K | 0.00% | Add |
| Morgan Stanley history | 66.73K | $840.14K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 48.61K | $611.96K | 0.00% | Hold |
| BNY Mellon history | 44.06K | $554.70K | 0.00% | Reduce |
| Bank of America Corp history | 43.67K | $549.75K | 0.00% | Reduce |
| Millennium Management history | 38.62K | $486.19K | 0.00% | New |
| Wells Fargo & Co history | 32.13K | $404.47K | 0.00% | Add |
| UBS Group AG history | 28.96K | $364.66K | 0.00% | Add |
| Deutsche Bank AG history | 11.99K | $150.99K | 0.00% | Add |
| JPMorgan Chase & Co history | 7.14K | $89.89K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.70K | $71.82K | 0.00% | Add |
| Legal & General Investment Management America history | 1.61K | $20.28K | 0.00% | Hold |
| Citigroup Inc history | 391 | $4.92K | 0.00% | Add |
| T. Rowe Price Associates history | 11.20K | $142 | 0.00% | New |
| PNC Financial Services history | 8 | $101 | 0.00% | Hold |
Q3 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.17M | $11.79M | 0.00% | Reduce |
| Vanguard Group history | 935.94K | $9.45M | 0.00% | Add |
| Geode Capital Management history | 421.24K | $4.26M | 0.00% | Hold |
| Northern Trust Corp history | 135.46K | $1.37M | 0.00% | Add |
| Morgan Stanley history | 99.65K | $1.01M | 0.00% | Add |
| Citadel Advisors history | 75.06K | $758.15K | 0.00% | Add |
| Goldman Sachs Group history | 64.25K | $648.97K | 0.00% | New |
| Charles Schwab Investment Management history | 48.61K | $490.93K | 0.00% | Reduce |
| Bank of America Corp history | 47.74K | $482.16K | 0.00% | Add |
| D. E. Shaw & Co history | 46.30K | $467.68K | 0.00% | New |
| BNY Mellon history | 44.72K | $451.62K | 0.00% | Add |
| Wells Fargo & Co history | 25.66K | $259.18K | 0.00% | Add |
| UBS Group AG history | 24.91K | $251.63K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 7.03K | $71.01K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.40K | $44.45K | 0.00% | Add |
| Legal & General Investment Management America history | 1.61K | $16.27K | 0.00% | Hold |
| Citigroup Inc history | 283 | $2.86K | 0.00% | Reduce |
| Deutsche Bank AG history | 63 | $636 | 0.00% | Reduce |
| PNC Financial Services history | 8 | $81 | 0.00% | New |
Q2 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.18M | $12.42M | 0.00% | Add |
| BlackRock Inc history | 1.18M | $12.42M | 0.00% | Add |
| Vanguard Group history | 914.61K | $9.62M | 0.00% | Add |
| Geode Capital Management history | 421.96K | $4.44M | 0.00% | Add |
| Northern Trust Corp history | 133.81K | $1.41M | 0.00% | Reduce |
| Citadel Advisors history | 74.27K | $781.35K | 0.00% | Reduce |
| Citadel Advisors history | 74.27K | $781.35K | 0.00% | Reduce |
| Morgan Stanley history | 69.04K | $726.26K | 0.00% | Add |
| Morgan Stanley history | 69.04K | $726.26K | 0.00% | Add |
| Charles Schwab Investment Management history | 49.39K | $519.58K | 0.00% | Add |
| BNY Mellon history | 44.36K | $466.62K | 0.00% | Add |
| UBS Group AG history | 34.05K | $358.25K | 0.00% | Reduce |
| Wells Fargo & Co history | 23.57K | $247.95K | 0.00% | Add |
| Marshall Wace history | 18.41K | $193.62K | 0.00% | New |
| Deutsche Bank AG history | 15.19K | $159.75K | 0.00% | Reduce |
| Deutsche Bank AG history | 15.19K | $159.75K | 0.00% | Reduce |
| Bank of America Corp history | 8.97K | $94.42K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 8.18K | $86.01K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 8.18K | $86.01K | 0.00% | Reduce |
| Citigroup Inc history | 5.86K | $61.63K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.64K | $38.28K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.64K | $38.28K | 0.00% | Add |
| Legal & General Investment Management America history | 1.61K | $16.95K | 0.00% | Reduce |
Q1 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.09M | $7.94M | 0.00% | Add |
| BlackRock Inc history | 1.09M | $7.94M | 0.00% | Add |
| Vanguard Group history | 885.39K | $6.44M | 0.00% | Add |
| Geode Capital Management history | 393.18K | $2.86M | 0.00% | Add |
| Citadel Advisors history | 143.00K | $1.04M | 0.00% | Add |
| Citadel Advisors history | 143.00K | $1.04M | 0.00% | Add |
| Northern Trust Corp history | 139.20K | $1.01M | 0.00% | Add |
| UBS Group AG history | 57.05K | $414.77K | 0.00% | Add |
| Charles Schwab Investment Management history | 46.24K | $336.19K | 0.00% | Add |
| Morgan Stanley history | 36.75K | $267.19K | 0.00% | Reduce |
| Morgan Stanley history | 36.75K | $267.19K | 0.00% | Reduce |
| BNY Mellon history | 33.88K | $246.33K | 0.00% | Add |
| Goldman Sachs Group history | 24.70K | $179.55K | 0.00% | Reduce |
| Goldman Sachs Group history | 24.70K | $179.55K | 0.00% | Reduce |
| Millennium Management history | 16.15K | $117.40K | 0.00% | New |
| Deutsche Bank AG history | 15.48K | $112.53K | 0.00% | Hold |
| Deutsche Bank AG history | 15.48K | $112.53K | 0.00% | Hold |
| Citigroup Inc history | 12.03K | $87.49K | 0.00% | Reduce |
| Renaissance Technologies history | 11.47K | $83.42K | 0.00% | Reduce |
| Renaissance Technologies history | 11.47K | $83.42K | 0.00% | Reduce |
| Bank of America Corp history | 10.97K | $79.79K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 8.24K | $59.88K | 0.00% | Add |
| JPMorgan Chase & Co history | 8.24K | $59.88K | 0.00% | Add |
| Wells Fargo & Co history | 8.08K | $58.74K | 0.00% | Add |
| Legal & General Investment Management America history | 1.86K | $13.54K | 0.00% | Add |
| PNC Financial Services history | 1.09K | $7.95K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 680 | $4.95K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 680 | $4.95K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 7.47K sh · $98.07K
Fully Exited (vs previous quarter)
- Invesco Ltd sold 11.13K sh · $119.03K
- PNC Financial Services sold 8 sh · $86
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.25M | 1.17M | 1.20M | 1.17M | 1.18M | 1.09M | 1.03M | 1.01M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 455.16K | 432.70K | 422.89K | 421.24K | 421.96K | 393.18K | 327.12K | 325.17K | 285.20K | 135.08K | 133.72K | 131.23K | 128.38K | 137.18K | 94.96K | 93.22K | 50.38K | 49.77K | 49.77K | 49.77K |
| Goldman Sachs Group | 162.75K | 142.69K | 71.94K | 64.25K | — | 24.70K | 39.52K | 27.73K | 18.75K | — | — | — | 10.92K | — | — | — | — | — | — | — |
| Northern Trust Corp | 141.64K | 129.57K | 123.51K | 135.46K | 133.81K | 139.20K | 120.76K | 112.64K | 31.80K | 28.95K | 26.96K | 25.54K | 26.61K | 25.25K | 23.24K | 23.24K | 23.24K | 23.24K | 23.24K | 25.14K |
| Morgan Stanley | 53.08K | 26.72K | 66.73K | 99.65K | 69.04K | 36.75K | 40.99K | 38.84K | 13.50K | 1.85K | 5.53K | 1.26K | 700 | 421 | 200 | 10.83K | 5.23K | 5.30K | 9.70K | 9.70K |
| Charles Schwab Investment Management | 45.25K | 43.59K | 48.61K | 48.61K | 49.39K | 46.24K | 40.23K | 40.23K | 35.00K | — | — | — | — | — | 10.44K | 10.44K | 10.44K | 10.44K | — | — |
| Bank of America Corp | 41.37K | 45.19K | 43.67K | 47.74K | 8.97K | 10.97K | 14.79K | 10.99K | 9.13K | 4.65K | 8 | 179 | 100 | — | 14 | — | — | — | — | 44 |
| BNY Mellon | 38.10K | 40.38K | 44.06K | 44.72K | 44.36K | 33.88K | 32.13K | 28.23K | 33.34K | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 31.49K | 62.08K | 28.96K | 24.91K | 34.05K | 57.05K | 55.69K | 6.83K | 3.98K | 90 | 3.32K | 3.75K | — | — | 14.94K | 52.79K | 1.21K | 2.06K | — | — |
| Wells Fargo & Co | 29.30K | 20.83K | 32.13K | 25.66K | 23.57K | 8.08K | 6.79K | 8.77K | 4.03K | 97 | 95 | 90 | 90 | 86 | 84 | 82 | 83 | 76 | 75 | 1.07K |
| D. E. Shaw & Co | 24.86K | 62.99K | 96.01K | 46.30K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | 15.37K | 14.62K | 11.99K | 63 | 15.19K | 15.48K | 15.48K | 357 | 357 | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 13.80K | 84.81K | 80.23K | 75.06K | 74.27K | 143.00K | 39.56K | 31.86K | 24.31K | 36.52K | 59.94K | 69.44K | 49.92K | 31.54K | 28.88K | — | — | — | — | — |
| Citigroup Inc | 8.24K | 819 | 391 | 283 | 5.86K | 12.03K | 15.23K | 10.48K | 2.74K | 7.42K | 20.18K | 36.63K | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 7.47K | — | 7.14K | 7.03K | 8.18K | 8.24K | 6.63K | 6.31K | 5.36K | 743 | 465 | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 4.18K | 4.73K | 5.70K | 4.40K | 3.64K | 680 | 223 | 183 | — | — | — | — | — | — | — | — | — | — | — | — |
| Legal & General Investment Management America | 1.56K | 1.56K | 1.61K | 1.61K | 1.61K | 1.86K | 1.38K | 1.38K | 1.38K | — | — | — | — | — | — | — | — | — | — | — |
| T. Rowe Price Associates | 11.68K | 11.20K | 11.20K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | — | — | — | — | — | 11.47K | 34.80K | 99.80K | 126.90K | 148.80K | 168.00K | 128.40K | 124.20K | 111.70K | 125.50K | 116.36K | 135.40K | 143.57K | 155.60K | 165.20K |
| Invesco Ltd | — | 11.13K | — | — | — | — | — | — | 19.54K | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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