PHIBRO ANIMAL HEALTH CORP PAHC
CL A COM · Common Stock · CUSIP 71742Q106 · ISIN US71742Q1067
American animal health and nutrition company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($489.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.43. Options: 2 managers hold calls ($477.3k notional), 3 hold puts ($2.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 150 |
| Q4 2022 | 133 |
| Q1 2023 | 134 |
| Q2 2023 | 132 |
| Q3 2023 | 126 |
| Q4 2023 | 137 |
| Q1 2024 | 139 |
| Q2 2024 | 142 |
| Q3 2024 | 148 |
| Q4 2024 | 174 |
| Q1 2025 | 184 |
| Q2 2025 | 197 |
| Q3 2025 | 218 |
| Q4 2025 | 227 |
| Q1 2026 | 257 |
| Q2 2026 | 208 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 74 | 64 |
| Q4 2024 | 104 | 55 |
| Q1 2025 | 89 | 83 |
| Q2 2025 | 103 | 87 |
| Q3 2025 | 115 | 104 |
| Q4 2025 | 107 | 110 |
| Q1 2026 | 140 | 111 |
| Q2 2026 | 113 | 156 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $440.9k | $335.4k | 0.76 |
| Q4 2025 | $586.6k | $1.3m | 2.15 |
| Q1 2026 | $901.6k | $3.6m | 3.97 |
| Q2 2026 | $477.3k | $2.0m | 4.11 |
Biggest buyers
| FMR LLC | Added | +987.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +880.9k |
| CastleKnight Management LP | Added | +385.4k |
| LORD, ABBETT & CO. LLC | Added | +255.6k |
| HENNESSY ADVISORS INC | New | +221.7k |
| KEYBANK NATIONAL ASSOCIATION/OH | New | +162.7k |
| ALGERT GLOBAL LLC | Added | +103.6k |
| Dana Investment Advisors, Inc. | Added | +100.1k |
| STATE STREET CORP | Added | +88.3k |
| Y-Intercept (Hong Kong) Ltd | New | +54.7k |
Biggest sellers
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -390.1k |
| Capricorn Fund Managers Ltd | Sold out | -267.0k |
| CASTLEARK MANAGEMENT LLC | Sold out | -142.9k |
| Nuveen, LLC | Reduced | -141.8k |
| BARCLAYS PLC | Reduced | -129.6k |
| SEI INVESTMENTS CO | Reduced | -120.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -96.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -86.8k |
| Informed Momentum Co LLC | Sold out | -84.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -81.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $251.2k8.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $226.1k7.2k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $1.5m48.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $298.3k9.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $150.7k4.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BFI Co., LLC
13D · may seek influence
-0.1 pts · filed 2026-05-22
Stated purposeItem 4 of the Schedule 13D is hereby supplemented as follows: On May 20 2026, BFI entered into a Rule 10b5-1 sales plan (the "Sales Plan") with Goldman, Sachs & Co. LLC ("Broker") pursuant to which Broker is authorized and directed to sell on behalf of BFI up to 750,000 shares of Class A Common Stock through March 17, 2027, subject to satisfaction of certain conditions, including among others, minimum sale prices and limits on the number of shares that can be sold on a single trading day. All transactions under the Sales Plan are to be made in accordance with the terms and conditions of the Sales Plan. The Sales Plan was adopted to enable BFI to sell a modest portion of its shares of Class A Common Stock (and Class B Common Stock that BFI converts to Class A Common Stock). By using a Rule… Full filing |
48.2% |
| BlackRock, Inc. 13G · institution filed 2025-04-28 | 15.7% |
| FMR LLC 13G · institution +4.5 pts · filed 2026-08-06 | 15.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: MILLENNIUM MANAGEMENT LLC (3.9%, 2026-10-19), BARCLAYS PLC (1.3%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $110.5k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $2.0m | $2.0m |
| Q4 2025 | 0 | — | 1 | $7.6m | $7.6m |
| Q1 2026 | 0 | — | 1 | $17.9m | $17.9m |
| Q2 2026 | 1 | $317.7k | 1 | $4.5m | $4.5m |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-29 | CORCORAN E THOMAS Director | Bought | $317.7k10.0k shares |
| 2026-05-07 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $219.6k4.5k shares |
| 2026-05-06 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $403.9k7.0k shares |
| 2026-05-05 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $392.8k7.0k shares |
| 2026-04-30 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $371.5k7.0k shares |
| 2026-04-29 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $372.6k7.0k shares |
| 2026-04-28 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $393.6k7.0k shares |
| 2026-04-23 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $380.9k7.0k shares |
| 2026-04-22 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $382.2k7.0k shares |
| 2026-04-21 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $394.1k7.0k shares |
| 2026-04-16 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $384.7k7.0k shares |
| 2026-04-15 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $401.0k7.0k shares |
| 2026-04-14 | BENDHEIM JACK +1 President and CEO, director · See | Sold plan | $415.9k7.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.2m $101.1m | Reduced -34.8k |
| FMR LLC 0.00% of their portfolio | 3.2m $99.2m | Added +987.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $32.6m | Added +88.3k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 936.7k $29.4m | Added +880.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 923.3k $29.0m | Added +32.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 657.4k $20.6m | Added +52.7k |
| LORD, ABBETT & CO. LLC 0.06% of their portfolio | 653.3k $20.5m | Added +255.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 531.1k $16.7m | Added +23.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 508.5k $16.0m | Added +18.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 480.5k $15.1m | Reduced -96.2k |
| CastleKnight Management LP 0.53% of their portfolio | 461.3k $14.5m | Added +385.4k |
| MORGAN STANLEY 0.00% of their portfolio | 412.6k $13.0m | Added +21.4k |
| Dana Investment Advisors, Inc. 0.32% of their portfolio | 387.9k $12.2m | Added +100.1k |
| Invesco Ltd. 0.00% of their portfolio | 336.3k $10.6m | Added +5.4k |
| Nuveen, LLC 0.00% of their portfolio | 314.1k $9.9m | Reduced -141.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.20% of their portfolio | 311.1k $9.8m | Added +34.0k |
| Ranger Investment Management, L.P. 0.58% of their portfolio | 292.4k $9.2m | Added +13.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 260.9k $8.2m | Reduced -3.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 254.4k $8.0m | Added +24.4k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 254.2k $8.0m | Reduced -31.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 237.5k $7.5m | Added +18.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 226.9k $7.1m | Reduced -390.1k |
| HENNESSY ADVISORS INC 0.22% of their portfolio | 221.7k $7.0m | New |
| CRAWFORD INVESTMENT COUNSEL INC 0.11% of their portfolio | 205.3k $6.4m | Added +17.8k |
| GLOBEFLEX CAPITAL L P 0.76% of their portfolio | 189.2k $5.9m | Reduced -20.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 183.6k $5.8m | Reduced -9.9k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 181.1k $5.7m | Reduced -27.3k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.02% of their portfolio | 162.7k $5.1m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 157.7k $5.0m | Reduced -18.9k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 151.2k $4.7m | Added +103.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 150.9k $4.7m | Added +6.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 143.8k $4.5m | Reduced -16.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 135.7k $4.3m | Reduced -40.5k |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 133.3k $4.2m | Reduced -32.0k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 130.4k $4.1m | Reduced -15.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 126.5k $4.0m | Added +4.0k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 106.8k $3.4m | Added +6.1k |
| ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio | 102.2k $3.2m | Added +5.7k |
| Cardinal Capital Management 0.38% of their portfolio | 99.7k $3.1m | Added +697 |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 95.1k $3.0m | Reduced -9.2k |
| BESSEMER GROUP INC 0.00% of their portfolio | 81.4k $2.6m | Reduced -125 |
| Public Sector Pension Investment Board 0.01% of their portfolio | 72.4k $2.3m | Reduced -1.4k |
| LPL Financial LLC 0.00% of their portfolio | 67.6k $2.1m | Reduced -61.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 67.1k $2.1m | Reduced -25.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 65.0k $2.0m | Reduced -16.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 64.2k $2.0m | Added +6.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 62.9k $2.0m | Added +4.8k |
| DENALI ADVISORS LLC 0.18% of their portfolio | 57.3k $1.8m | Added +41.3k |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 54.7k $1.7m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 53.6k $1.7m | Reduced -10.3k |
| Engineers Gate Manager LP 0.02% of their portfolio | 52.9k $1.7m | Added +28.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 49.6k $1.6m | Reduced -581 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 48.9k $1.5m | Reduced -30.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 46.4k $1.5m | Reduced -11.7k |
| CVFG LLC 0.15% of their portfolio | 46.1k $1.4m | Reduced -7.5k |
| Legal & General Group Plc 0.00% of their portfolio | 45.4k $1.4m | Reduced -1.4k |
| UBS Group AG 0.00% of their portfolio | 44.3k $1.4m | Added +5.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 43.5k $1.4m | Reduced -7.1k |
| VIRTUS ADVISERS, LLC 0.52% of their portfolio | 43.1k $1.4m | Added +1.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 42.1k $1.3m | Reduced -3.2k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.30% of their portfolio | 42.0k $1.3m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 41.4k $1.3m | Added +1.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio | 37.5k $1.2m | Reduced -500 |
| Integrated Quantitative Investments LLC 0.19% of their portfolio | 37.4k $1.2m | Added +2.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 36.7k $1.2m | Reduced -120.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 33.2k $1.0m | Reduced -10.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 33.0k $1.0m | Reduced -81.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 31.7k $996.5k | Added +19.5k |
| Wakefield Asset Management LLLP 0.22% of their portfolio | 30.7k $963.1k | Added +340 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 28.4k $892.0k | Added +5.9k |
| Quantinno Capital Management LP 0.00% of their portfolio | 27.7k $869.6k | Added +9.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 27.3k $856.1k | Added +18.8k |
| Smith Group Asset Management, LLC 0.03% of their portfolio | 25.4k $797.8k | Added +386 |
| HARBOR CAPITAL ADVISORS, INC. 0.05% of their portfolio | 25.4k $797.0k | Added +13.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 25.4k $796.1k | Added +2.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 25.3k $794.7k | Added +3.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 23.7k $1.3m | Reduced -49.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 23.5k $738.0k | Added +2.6k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 23.4k $733.7k | Added +16.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 22.9k $718.7k | Added +5.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 22.7k $711.9k | Added +11.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 22.6k $710.0k | Reduced -6.7k |
| CITIGROUP INC 0.00% of their portfolio | 21.3k $668.0k | Reduced -49.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 20.3k $638.2k | Reduced -15.4k |
| Rangeley Capital, LLC 0.58% of their portfolio | 20.0k $628.0k | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio | 18.7k $586.4k | Added +177 |
| EVOLVE PRIVATE WEALTH, LLC 0.03% of their portfolio | 17.9k $562.7k | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 17.4k $546.4k | Added +12.8k |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 17.3k $542.8k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 17.3k $542.7k | Reduced -4.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 17.2k $540.4k | Added +431 |
| Kings Path Partners LLC 0.14% of their portfolio | 17.2k $538.7k | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 16.3k $510.0k | Unchanged |
| CenterBook Partners LP 0.02% of their portfolio | 16.1k $504.4k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 15.9k $498.0k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 14.9k $467.5k | New |
| Campbell & CO Investment Adviser LLC 0.02% of their portfolio | 14.7k $461.2k | Reduced -12.9k |
| VARCOV Co. 0.17% of their portfolio | 14.2k $444.6k | New |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 14.1k $441.6k | Reduced -12.7k |
| BARCLAYS PLC 0.00% of their portfolio | 14.0k $438.1k | Reduced -129.6k |