13FPulse
PR

PRIM PRIMORIS SERVICES CORP

2026Q2 · CUSIP 74164F103 · Sector: Industrials

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
439
Institutions that reported holding it to the SEC
Net decrease in holders
64
Last quarter 503 → now 439
How unusual is that
Bottom 20%
Stronger than only 1.7% of US stocks
What the filings say, in one paragraph

439 funds held PRIM at the end of 2026Q2, down 64 from the quarter before. Buying is stronger than only 1.7% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $7.3B(YoY +5.1%), the P/E is 28.3x, return on equity is 8.7%. PRIM has had 16 buying rushes in its history, and the price moved +15.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=124 2013Q4: holders=127 2014Q1: holders=137 2014Q2: holders=148 2014Q3: holders=136 2014Q4: holders=131 2015Q1: holders=127 2015Q2: holders=114 2015Q3: holders=103 2015Q4: holders=110 2016Q1: holders=105 2016Q2: holders=121 2016Q3: holders=119 2016Q4: holders=125 2017Q1: holders=124 2017Q2: holders=123 2017Q3: holders=146 2017Q4: holders=160 2018Q1: holders=172 2018Q2: holders=148 2018Q3: holders=131 2018Q4: holders=125 2019Q1: holders=125 2019Q2: holders=128 2019Q3: holders=125 2019Q4: holders=133 2020Q1: holders=125 2020Q2: holders=142 2020Q3: holders=163 2020Q4: holders=167 2021Q1: holders=217 2021Q2: holders=202 2021Q3: holders=182 2021Q4: holders=170 2022Q1: holders=171 2022Q2: holders=152 2022Q3: holders=173 2022Q4: holders=180 2023Q1: holders=168 2023Q2: holders=175 2023Q3: holders=192 2023Q4: holders=225 2024Q1: holders=237 2024Q2: holders=293 2024Q3: holders=299 2024Q4: holders=354 2025Q1: holders=367 2025Q2: holders=386 2025Q3: holders=448 2025Q4: holders=479 2026Q1: holders=503 2026Q2: holders=439 -64 -32 +0 +32 +64 92311529 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% -18.7%
2025Q4 Top 20% -11.5% -35.6%
2025Q3 Top 5% +11.6% +41.6%
2025Q2 Top 20% +23.9% +4.7%
2025Q1 Top 20% +12.7% +47.8%
2024Q4 Top 10% -21.6% +2.8%
2024Q2 Top 5% +6.8% +45.8%
2023Q4 Top 20% +16.2% +33.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
197
Change in large funds
-5
Total value they hold
$5.4B
Funds buying for the first time
116
Funds that sold out entirely
180
Price change that quarter
-33.4%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
28.3
EPS (TTM)
$2.55
EPS YoY
-42.2%
Revenue (TTM)
$7.3B
Revenue YoY
+5.1%
Net margin
1.9%
ROE
8.7%
Debt ratio
65.4%
FCF (TTM)
$88M
Dividend (TTM)
$0.32
Quarterly Revenue & EPS
2021-09-30: EPS 0.81 2021-12-31: EPS 0.55 2022-03-31: EPS -0.03 2022-06-30: EPS 0.93 2022-09-30: EPS 0.80 2022-12-31: EPS 0.77 2023-03-31: EPS 0.02 2023-06-30: EPS 0.72 2023-09-30: EPS 0.89 2023-12-31: EPS 0.69 2024-03-31: EPS 0.35 2024-06-30: EPS 0.91 2024-09-30: EPS 1.07 2024-12-31: EPS 0.99 2025-03-31: EPS 0.81 2025-06-30: EPS 1.54 2025-09-30: EPS 1.73 2025-12-31: EPS 0.95 2026-03-31: EPS 0.32 2026-06-30: EPS -0.45 0B 1.1B 2.2B $B -0.50 0.70 1.90 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 19 8 21 35 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-150M60M270M 20162017201820192020202120222023202420252026
Latest quarter $-150M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.