PLNT — PLANET FITNESS MASTER ISSUER
As of Q2 2026, 38 SEC-registered investment managers reported holding PLNT (PLANET FITNESS MASTER ISSUER) in their latest 13F filings, with a combined reported value of $1.84B across 35.40M shares. That is +15.7% by share count (+4.80M shares) versus the previous quarter, while reported value moved -10.7%. Ownership is concentrated: the five largest holders account for 49.3% of reported value and the top ten for 71.1%.
Compared with the prior quarter, 4 opened new positions, 15 added to existing stakes, 18 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PLNT is classified in the Consumer Discretionary 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 7.89M | $856.13M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 8.35M | $435.42M | 0.01% | Reduce |
| AQR Capital Management history | Q2 2026 | 2.64M | $137.74M | 0.05% | Add |
| D. E. Shaw & Co history | Q2 2026 | 2.45M | $127.82M | 0.07% | Add |
| Steadfast Capital Management history | Q2 2026 | 2.08M | $108.54M | 3.36% | Reduce |
| Corvex Management history | Q2 2026 | 1.89M | $98.80M | 3.02% | New |
| Millennium Management history | Q2 2026 | 1.81M | $94.26M | 0.04% | Add |
| Geode Capital Management history | Q2 2026 | 1.63M | $85.22M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 1.50M | $78.43M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.41M | $73.31M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 1.33M | $69.13M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.26M | $65.43M | 0.01% | New |
| Baron Funds history | Q2 2026 | 1.08M | $56.12M | 0.14% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 1.04M | $54.08M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 1.00M | $52.30M | 0.01% | Hold |
| Charles Schwab Investment Management history | Q2 2026 | 912.16K | $47.59M | 0.01% | Add |
| Davidson Kempner Capital Management history | Q3 2025 | 435.00K | $45.15M | 0.92% | Add |
| Morgan Stanley history | Q2 2026 | 720.74K | $37.60M | 0.00% | Add |
| Balyasny Asset Management history | Q1 2026 | 477.59K | $35.52M | 0.05% | Reduce |
| Point72 Asset Management history | Q2 2026 | 659.44K | $34.40M | 0.04% | Reduce |
New Positions (Q2 2026)
- Corvex Management 1.89M sh · $98.80M
- JPMorgan Chase & Co 1.26M sh · $65.43M
- Two Sigma Investments 24.11K sh · $1.26M
- Bridgewater Associates 23.52K sh · $1.23M
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 477.59K sh · $35.52M
- CDPQ (Caisse de Depot) sold 63.75K sh · $4.74M
- Janus Henderson Group sold 36.58K sh · $2.72M
- Prudential Financial sold 3.34K sh · $248.43K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 10.25M | 10.07M | 9.31M | 9.48M | 9.25M | 9.84M | 9.91M | 8.35M |
| AQR Capital Management | — | — | 22.37K | — | 8.44K | — | — | — | 54.13K | — | — | 2.83K | 3.46K | 16.90K | 4.35K | 5.17K | 6.63K | 8.01K | 1.16M | 2.64M |
| D. E. Shaw & Co | 377.74K | 284.96K | 46.97K | 178.12K | 29.20K | 95.70K | — | — | 28.10K | 40.89K | 36.80K | 36.51K | 28.10K | 78.09K | 8.18K | 19.93K | 2.54K | 1.10M | 266.27K | 2.45M |
| Steadfast Capital Management | 634.18K | 7.88K | — | — | — | — | — | — | 503.00K | 699.00K | 1.38M | 1.93M | 1.71M | 1.71M | 1.71M | 1.81M | 1.89M | 1.89M | 2.21M | 2.08M |
| Corvex Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.89M |
| Millennium Management | 402.38K | 22.58K | 669.41K | 498.53K | 243.50K | 881.10K | 640.71K | 418.92K | 760.76K | 32.90K | — | 314.32K | 391.02K | 125.06K | 19.88K | 890.38K | 6.20K | 19.21K | 301.41K | 1.81M |
| Geode Capital Management | 983.34K | 1.01M | 1.05M | 1.05M | 1.06M | 1.11M | 1.15M | 1.25M | 1.27M | 1.32M | 1.38M | 1.46M | 1.46M | 1.44M | 1.52M | 1.58M | 1.63M | 1.66M | 1.71M | 1.63M |
| Citadel Advisors | 372.87K | 447.49K | 462.24K | 694.22K | 1.59M | 1.02M | 1.29M | 250.50K | 654.36K | 2.60M | 2.58M | 2.56M | 653.93K | 1.60M | 705.28K | 625.33K | 1.66M | 1.81M | 354.51K | 1.50M |
| Fidelity Management & Research (FMR) | 714.98K | 1.50M | 1.52M | 1.65M | 1.35M | 1.20M | 1.17M | 1.13M | 1.05M | 243.63K | 63.77K | 103.72K | 795.49K | 989.64K | 1.44M | 1.29M | 1.22M | 19.18K | 689.62K | 1.41M |
| UBS Group AG | 75.69K | 14.95K | 77.84K | 43.33K | 50.70K | 68.47K | 20.58K | 7.38K | 107.49K | 206.77K | 39.38K | 301.13K | 169.74K | 1.22M | 665.81K | 792.79K | 824.39K | 782.31K | 581.34K | 1.33M |
| JPMorgan Chase & Co | 530.80K | 543.30K | 3.00M | 1.00K | 53.10K | 1.00K | 2.58M | 2.65M | 2.55M | 2.54M | 100 | 2.35M | 24.10K | 3.61M | 7.50K | 3.08M | 800 | 85.20K | — | 1.26M |
| Baron Funds | 810.37K | 800.00K | 800.00K | 925.00K | 1.00M | 1.00M | 1.00M | 1.00M | 1.20M | 1.20M | 1.32M | 1.32M | 1.25M | 1.25M | 1.15M | 1.15M | 1.15M | 1.15M | 1.20M | 1.08M |
| Goldman Sachs Group | 555.74K | 686.82K | 793.61K | 711.02K | 711.30K | 648.97K | 518.23K | 879.69K | 2.26M | 1.31M | 924.09K | 796.12K | 996.30K | 1.45M | 1.39M | 1.16M | 1.67M | 1.16M | 2.09M | 1.04M |
| Norges Bank Investment Management | — | — | — | — | — | 799.67K | — | — | — | 899.64K | — | 486.58K | — | 1.01M | — | 1.07M | — | 1.00M | — | 1.00M |
| Charles Schwab Investment Management | 695.14K | 720.09K | 742.65K | 769.11K | 785.54K | 808.48K | 813.84K | 822.44K | 851.95K | 889.03K | 920.31K | 954.10K | 934.83K | 927.84K | 906.17K | 888.16K | 889.83K | 871.62K | 904.25K | 912.16K |
| Morgan Stanley | 1.24M | 1.20M | 841.13K | 557.75K | 434.86K | 572.37K | 532.13K | 754.82K | 441.50K | 312.23K | 619.84K | 489.66K | 307.89K | 394.75K | 474.41K | 549.74K | 633.36K | 643.38K | 505.64K | 720.74K |
| Point72 Asset Management | — | — | 288.49K | 90.13K | 109.73K | 103.70K | — | — | 1.32M | 1.84M | 488.40K | 1.32M | 298.24K | — | 144.78K | 304.88K | 1.14M | 1.33M | 837.48K | 659.44K |
| Northern Trust Corp | 396.88K | 399.29K | 389.29K | 380.87K | 382.27K | 391.43K | 400.28K | 627.30K | 616.09K | 635.14K | 560.08K | 617.76K | 587.48K | 723.97K | 700.43K | 698.13K | 696.62K | 675.33K | 684.65K | 649.85K |
| BNY Mellon | 2.99M | 2.79M | 2.75M | 2.65M | 2.06M | 1.98M | 2.12M | 2.65M | 2.66M | 2.53M | 2.59M | 2.06M | 1.91M | 1.51M | 1.36M | 1.22M | 789.68K | 719.32K | 732.41K | 440.51K |
| Franklin Resources | 1.22M | 1.31M | 1.33M | 1.31M | 1.81M | 1.55M | 1.52M | 1.77M | 1.89M | 1.89M | 2.09M | 2.04M | 1.80M | 1.72M | 1.44M | 1.56M | 1.44M | 926.11K | 320.01K | 354.46K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details