PEYAX

PUTNAM LARGE CAP VALUE Y

Institutional Ownership · Q4 2025

Filing: Q4 2025

PUTNAM LARGE CAP VALUE Y (PEYAX) is held by 4 institutional investors with combined holdings of $1M. Major holders include Williams Jones Wealth Man, Oakworth Capital, Inc., Kohmann Bosshard Financia.

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Institutional Holders

Total Value

$1.3M

Ownership %

—

🏦 Top Institutional Holders

Williams Jones Wealth Management, LLC.

23.1K shares

$905.8K

Oakworth Capital, Inc.

4.8K shares

$187.0K

Kohmann Bosshard Financial Services, LLC

3.4K shares

$133.0K

Coston, McIsaac & Partners

1.1K shares

$44.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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