PPL CAP FDG INC - NOTE 2.875% 3/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Debt / NOTE 2.875% 3/1
Market price (% of par)
109.35%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$950,761,000
Total reported market value
$1,085,965,704
Principal change
-$6,479,354
Market value change
-$12,252,945
Number of holders
68
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 68 institutional investors reported holding $950,761,000 in principal (par value) of PPL CAP FDG INC - NOTE 2.875% 3/1.

Institutional Holders of PPL CAP FDG INC - NOTE 2.875% 3/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $274,000 $300,618 109.35% 2
2025 Q3 $950,761,000 $1,085,965,704 -$12,252,945 114.15% 68
2025 Q2 $1,000,410,354 $1,087,116,065 +$9,718,371 108.01% 75
2025 Q1 $938,456,420 $1,051,970,129 +$27,535,930 112.04% 71
2024 Q4 $916,265,432 $957,170,742 +$75,142,921 104.3% 70
2024 Q3 $832,699,073 $885,077,274 -$34,759,053 105.95% 64
2024 Q2 $868,958,204 $836,020,500 +$34,608,908 95.85% 62
2024 Q1 $837,503,064 $820,337,980 +$813,369,537 95.88% 56