PEYAX — Putnam Large Cap Value Fund Class A Institutional Holders · Q2 2026
Who owns Putnam Large Cap Value Fund Class A (PEYAX)? 3 institutions reported holding $1.24M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Williams Jones Wealth Management, LLC. ($997,703), Oakworth Capital, Inc. ($206,791), Coston, McIsaac & Partners ($33,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $997,703 | 23,079 | Hold |
| 2 | OAKWORTH CAPITAL, INC. | $206,791 | 4,774 | Added |
| 3 | Coston, McIsaac & Partners | $33,000 | 765 | Added |
Source: SEC Form 13F filings · as of 2026-06-30