3 institutions reported holding $1.1M of PUTNAM LARGE CAP VALUE A (PEYAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Williams Jones Wealth Management, LLC. ($912,542), OAKWORTH CAPITAL, INC. ($188,410), Coston, McIsaac & Partners ($30,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $912,542 | 23,079 | Hold |
| 2 | OAKWORTH CAPITAL, INC. | $188,410 | 4,765 | Hold |
| 3 | Coston, McIsaac & Partners | $30,000 | 763 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31