PACSNYSEServices-Skilled Nursing Care FacilitiesFiscal year ends December 31
PACS Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$45.85−1.06 (-2.26%)
Close on Oct 19, 2026
- Market cap
- $7.43B
- P/E (TTM)
- 26.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
31.3%
50M of 158M shares
Institutional holders
239
56 new, 30 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
1 buys · 62 sales
Net sold $79.36M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jason Hulse Murray | 54,626,199 | 35.20% | 13G (passive) amendment | Dec 31, 2024 |
| Mark Hancock | 54,626,199 | 35.20% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PACS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 8,343,381 | 5.27% | $355.76K | −779,755 | 0.56% |
| FMR LLC | 6,207,375 | 3.92% | $264.68M | +959,483 | 0.01% |
| BlackRock, Inc. | 4,155,408 | 2.62% | $177.19M | +380,118 | 0.00% |
| Crewe Advisors LLC | 3,307,188 | 2.09% | $141.02M | +553,009 | 10.22% |
| American Century Companies Inc | 3,108,196 | 1.96% | $132.53M | +1,298,565 | 0.06% |
| Ameriprise Financial Inc | 1,995,116 | 1.26% | $85.07M | +873,727 | 0.02% |
| Vanguard Portfolio Management LLC | 1,982,621 | 1.25% | $84.54M | +121,415 | 0.00% |
| Vanguard Capital Management LLC | 1,843,496 | 1.16% | $78.61M | +38,906 | 0.00% |
| Alyeska Investment Group, L.P. | 1,539,065 | 0.97% | $65.63M | −1,463,606 | 0.17% |
| Dimensional Fund Advisors LP | 1,230,728 | 0.78% | $52.46M | +450,569 | 0.01% |
| Geode Capital Management, LLC | 1,208,670 | 0.76% | $51.55M | +94,927 | 0.00% |
| State Street Corp | 1,124,145 | 0.71% | $47.93M | +101,129 | 0.00% |
| Royce & Associates LP | 912,492 | 0.58% | $38.91M | +4,774 | 0.31% |
| Morgan Stanley | 750,750 | 0.47% | $32.01M | +96,272 | 0.00% |
| Wellington Management Group Llp | 664,861 | 0.42% | $28.35M | −19,168 | 0.00% |
| Jane Street Group, LLC | 583,754 | 0.37% | $24.89M | +235,522 | 0.00% |
| Goldman Sachs Group Inc | 452,901 | 0.29% | $19.31M | +31,773 | 0.00% |
| Northern Trust Corp | 449,052 | 0.28% | $19.15M | +7,881 | 0.00% |
| Nuveen, LLC | 443,484 | 0.28% | $18.91M | −128,619 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 428,868 | 0.27% | $18.29M | +140,150 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 239 | 50M | 31.3% | 56 / 98 | 54 / 30 | 8M | 5M |
| Q1 2026 | 217 | 47M | 29.6% | 74 / 72 | 44 / 38 | 11M | 4M |
| Q4 2025 | 188 | 45M | 28.6% | 51 / 52 | 69 / 24 | 10M | 9M |
| Q3 2025 | 162 | 44M | 27.8% | 34 / 53 | 54 / 20 | 8M | 9M |
| Q2 2025 | 148 | 45M | 28.3% | 34 / 59 | 38 / 26 | 6M | 6M |
| Q1 2025 | 142 | 45M | 28.3% | 23 / 54 | 45 / 26 | 3M | 7M |
| Q4 2024 | 147 | 49M | 30.8% | 46 / 63 | 26 / 47 | 13M | 16M |
| Q3 2024 | 150 | 52M | 32.6% | 67 / 65 | 13 / 5 | 23M | 2M |
| Q2 2024 | 89 | 32M | 20.2% | 89 / 0 | 0 / 0 | 32M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PACS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Cohen & Steers Real Estate Securities Fund | 2,659,979 | 1.68% | $113.42M | 1.19% | Jun 30, 2026 |
| Fidelity Value Fund | 1,776,814 | 1.12% | $81.75M | 0.78% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,364,523 | 0.86% | $50.01M | 0.18% | May 31, 2026 |
| Cohen & Steers Institutional Realty Shares | 1,302,947 | 0.82% | $55.56M | 0.62% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,256,161 | 0.79% | $53.56M | 0.00% | Jun 30, 2026 |
| Cohen & Steers Realty Shares | 1,218,658 | 0.77% | $51.96M | 0.64% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,215,385 | 0.77% | $51.82M | 0.06% | Jun 30, 2026 |
| Fidelity Mid Cap Value Fund | 1,046,230 | 0.66% | $48.14M | 2.02% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 906,826 | 0.57% | $38.67M | 0.02% | Jun 30, 2026 |
| Small Cap Growth Fund | 871,287 | 0.55% | $40.09M | 0.72% | Jul 31, 2026 |
| Columbia Small Cap Value Discovery Fund | 583,718 | 0.37% | $26.86M | 1.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 511,450 | 0.32% | $21.81M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 508,871 | 0.32% | $23.41M | 0.07% | Jul 31, 2026 |
| Columbia Small Cap Growth Fund | 499,179 | 0.32% | $18.29M | 0.50% | May 31, 2026 |
| Royce Small-Cap Total Return Fund | 494,949 | 0.31% | $21.10M | 2.23% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jason Hulse Murray | Co-Founder, CEO & Chairman, Director, 10% owner | 64,055,249 | 40.46% | Sep 14, 2026 |
| Patrick (Joseph) Murphy | Chief Legal Officer & Sec. | – | – | Sep 25, 2026 |
| Joshua Jergensen | President & COO | 2,496,320 | 1.58% | Sep 17, 2026 |
| Michelle Renee Lewis | Chief Accounting Officer | 355,338 | 0.22% | Jul 6, 2026 |
| John Todd Mitchell | Chief Legal Officer & Sec. | 806,866 | 0.51% | May 19, 2026 |
| Carey P. Hendrickson | Chief Financial Officer | 48,426 | 0.03% | May 15, 2026 |
| Trent Dean Bingham | Chief Human Resources Officer | 39,649 | 0.03% | Mar 26, 2026 |
| Kelly Priegnitz | Chief Compliance Officer | 38,203 | 0.02% | Mar 26, 2026 |
| Joseph Robert Lee | Chief Compliance Officer | 648,122 | 0.41% | Apr 16, 2025 |
| Derick G. Apt | Chief Financial Officer | 1,111,628 | 0.70% | Apr 16, 2025 |
| Peter Sanford | See Remarks | 1,280,872 | 0.81% | Apr 16, 2025 |
| Mark Hancock | Director, 10% owner | 63,018,884 | 39.80% | Sep 15, 2026 |
| Patrick Hugh Conway | Director | 8,947 | 0.01% | Aug 27, 2026 |
| Jacqueline Millard | Director | 20,217 | 0.01% | Jul 6, 2026 |
| Evelyn S. Dilsaver | Director | 36,085 | 0.02% | Jul 6, 2026 |
| Taylor S. Leavitt | Director | 19,784 | 0.01% | Jul 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joshua Jergensen President & COO | Sep 16, 2026 | Sale(10b5-1 plan) | −3,498 | $43.62 | $152.58K | 2,496,320 |
| Joshua Jergensen President & COO | Sep 16, 2026 | Sale(10b5-1 plan) | −36,502 | $43.08 | $1.57M | 2,499,818 |
| Mark Hancock Director, 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −21,084 | $43.75 | $922.43K | 53,518,884 |
| Mark Hancock Director, 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −30,466 | $42.89 | $1.31M | 53,539,968 |
| Mark Hancock Director, 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −104,132 | $42.09 | $4.38M | 53,570,434 |
| Mark Hancock Director, 10% owner | Sep 14, 2026 | Sale(10b5-1 plan) | −6,634 | $44.91 | $297.93K | 53,674,566 |
| Mark Hancock Director, 10% owner | Sep 14, 2026 | Sale(10b5-1 plan) | −137,684 | $44.56 | $6.14M | 53,681,200 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 14, 2026 | Sale(10b5-1 plan) | −317 | $45.03 | $14.27K | 54,555,249 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 11, 2026 | Sale(10b5-1 plan) | −10,529 | $45.23 | $476.23K | 54,555,566 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 10, 2026 | Sale(10b5-1 plan) | −8,771 | $45.16 | $396.10K | 54,566,095 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 9, 2026 | Sale(10b5-1 plan) | −4,758 | $43.33 | $206.16K | 54,574,866 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −21,001 | $43.59 | $915.43K | 54,579,624 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −3,056 | $42.80 | $130.80K | 54,600,625 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −22,829 | $42.68 | $974.34K | 54,603,924 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −243 | $43.14 | $10.48K | 54,603,681 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 3, 2026 | Sale(10b5-1 plan) | −858 | $43.11 | $36.99K | 54,626,753 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 3, 2026 | Sale(10b5-1 plan) | −19,315 | $42.53 | $821.47K | 54,627,611 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 2, 2026 | Sale(10b5-1 plan) | −17,435 | $42.78 | $745.87K | 54,653,274 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 2, 2026 | Sale(10b5-1 plan) | −6,348 | $43.36 | $275.25K | 54,646,926 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −22,789 | $42.35 | $965.11K | 54,672,077 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −1,368 | $43.05 | $58.89K | 54,670,709 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Aug 21, 2026 | Sale(10b5-1 plan) | −27,590 | $44.25 | $1.22M | 54,694,866 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Aug 21, 2026 | Sale(10b5-1 plan) | −31,654 | $43.61 | $1.38M | 54,722,456 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Aug 20, 2026 | Sale(10b5-1 plan) | −13,879 | $44.76 | $621.22K | 54,754,110 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Aug 20, 2026 | Sale(10b5-1 plan) | −77,427 | $43.77 | $3.39M | 54,767,989 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Aug 19, 2026 | Sale(10b5-1 plan) | −67 | $44.85 | $3.00K | 54,845,416 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Aug 19, 2026 | Sale(10b5-1 plan) | −84,650 | $44.26 | $3.75M | 54,845,483 |
| Mark Hancock Director, 10% owner | Aug 18, 2026 | Gift | −88,000 | – | – | 53,818,884 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Aug 18, 2026 | Sale(10b5-1 plan) | −66,797 | $44.18 | $2.95M | 54,930,133 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −74,844 | $44.27 | $3.31M | 54,996,930 |
| Jason Hulse Murray Co-Founder, CEO & Chairman, Director, 10% owner | Aug 17, 2026 | Sale(10b5-1 plan) | −9,758 | $43.34 | $422.91K | 55,071,774 |
| Patrick Hugh Conway Director | Aug 14, 2026 | Sale | −3,497 | $44.41 | $155.30K | 8,947 |
| Joshua Jergensen President & COO | Aug 12, 2026 | Sale(10b5-1 plan) | −36,375 | $45.70 | $1.66M | 2,536,320 |
| Joshua Jergensen President & COO | Aug 12, 2026 | Sale(10b5-1 plan) | −3,625 | $44.53 | $161.42K | 2,572,695 |
| Mark Hancock Director, 10% owner | Jul 15, 2026 | Sale(10b5-1 plan) | −3,332 | $45.05 | $150.11K | 53,906,884 |
| Joshua Jergensen President & COO | Jul 15, 2026 | Sale(10b5-1 plan) | −7,440 | $44.50 | $331.08K | 2,608,880 |
| Joshua Jergensen President & COO | Jul 15, 2026 | Sale(10b5-1 plan) | −32,327 | $45.13 | $1.46M | 2,576,553 |
| Joshua Jergensen President & COO | Jul 15, 2026 | Sale(10b5-1 plan) | −233 | $45.76 | $10.66K | 2,576,320 |
| Mark Hancock Director, 10% owner | Jul 14, 2026 | Sale(10b5-1 plan) | −10,296 | $45.04 | $463.73K | 53,910,216 |
| Mark Hancock Director, 10% owner | Jul 9, 2026 | Sale(10b5-1 plan) | −4,966 | $45.06 | $223.77K | 53,920,512 |
| Mark Hancock Director, 10% owner | Jul 8, 2026 | Sale(10b5-1 plan) | −20,338 | $45.07 | $916.63K | 53,925,478 |
| Michelle Renee Lewis Chief Accounting Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −4,137 | $45.04 | $186.33K | 355,338 |
| Mark Hancock Director, 10% owner | Jul 6, 2026 | Sale(10b5-1 plan) | −142,163 | $45.33 | $6.44M | 53,945,816 |
| Michelle Renee Lewis Chief Accounting Officer | Jul 2, 2026 | Sale(10b5-1 plan) | −6,663 | $45.03 | $300.03K | 359,475 |
| Mark Hancock Director, 10% owner | Jul 2, 2026 | Sale(10b5-1 plan) | −12,825 | $45.01 | $577.25K | 54,087,979 |
| Michelle Renee Lewis Chief Accounting Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −4,200 | $45.01 | $189.04K | 366,138 |
| Jacqueline Millard Director | Jul 1, 2026 | Award | +4,287 | – | – | 20,217 |
| Mark Hancock Director, 10% owner | Jul 1, 2026 | Sale(10b5-1 plan) | −6,080 | $45.02 | $273.72K | 54,100,804 |
| Mark Hancock Director, 10% owner | Jul 1, 2026 | Award | +4,287 | – | – | 54,106,884 |
| Taylor S. Leavitt Director | Jul 1, 2026 | Award | +4,287 | – | – | 19,784 |
| Patrick Hugh Conway Director | Jul 1, 2026 | Award | +4,287 | – | – | 12,444 |
| Evelyn S. Dilsaver Director | Jul 1, 2026 | Award | +4,287 | – | – | 36,085 |
| Mark Hancock Co Fndr; Exec V Chair, Director, 10% owner | Jun 26, 2026 | Sale(10b5-1 plan) | −200 | $41.01 | $8.20K | 54,102,597 |
| Mark Hancock Co Fndr; Exec V Chair, Director, 10% owner | Jun 26, 2026 | Sale(10b5-1 plan) | −61,731 | $40.50 | $2.50M | 54,102,797 |
| Michelle Renee Lewis Chief Accounting Officer | Jun 25, 2026 | Sale(10b5-1 plan) | −15,000 | $40.01 | $600.15K | 370,338 |
| Mark Hancock Co Fndr; Exec V Chair, Director, 10% owner | Jun 25, 2026 | Sale(10b5-1 plan) | −138,069 | $40.33 | $5.57M | 54,164,528 |
| Mark Hancock Co Fndr; Exec V Chair, Director, 10% owner | Jun 17, 2026 | Sale(10b5-1 plan) | −3,316 | $35.75 | $118.55K | 54,302,597 |
| Mark Hancock Co Fndr; Exec V Chair, Director, 10% owner | Jun 17, 2026 | Sale(10b5-1 plan) | −60,364 | $35.28 | $2.13M | 54,305,913 |
| Mark Hancock Co Fndr; Exec V Chair, Director, 10% owner | Jun 16, 2026 | Sale(10b5-1 plan) | −83,066 | $35.90 | $2.98M | 54,366,277 |
| Mark Hancock Co Fndr; Exec V Chair, Director, 10% owner | Jun 15, 2026 | Sale(10b5-1 plan) | −19,138 | $37.05 | $709.06K | 54,449,366 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jason Hulse Murray Officer, Director, 10% Stockholder | Oct 16, 2026 | 386,667 | $18.52M | Oct 16, 2026 | Founders Shares |
| Joshua Jergensen Officer | Oct 14, 2026 | 132,519 | $5.00M | Oct 14, 2026 | RSU AWARDS |
| Mark Hancock Officer, Director, 10% Stockholder | Sep 15, 2026 | 155,682 | $6.61M | Sep 15, 2026 | Shares acquired at formation of the issuer |
| Mark Hancock Officer, Director, 10% Stockholder | Sep 15, 2026 | 144,318 | $6.43M | Sep 14, 2026 | Shares acquired at formation of the issuer |
| Jason Hulse Murray Officer, Director, 10% Stockholder | Sep 10, 2026 | 253,333 | $11.21M | Sep 10, 2026 | Founders Shares |
| Jason Hulse Murray Officer, Director, 10% Stockholder | Sep 1, 2026 | 120,000 | $5.07M | Sep 1, 2026 | Founders Shares |
| Jason Hulse Murray Officer, Director, 10% Stockholder | Aug 17, 2026 | 386,666 | $16.89M | Aug 17, 2026 | Founders Shares |
| Joshua Jergensen Officer | Jul 15, 2026 | 120,000 | $5.26M | Jul 15, 2026 | RSU AWARDS |
| Mark Hancock Officer, Director, 10% Stockholder | Jul 15, 2026 | 3,332 | $150.11K | Jul 15, 2026 | shares acquired at formation of the issuer |
| Mark Hancock Officer, Director, 10% Stockholder | Jul 14, 2026 | 10,296 | $463.68K | Jul 14, 2026 | shares acquired at formation of the issuer |
| Mark Hancock Officer, Director, 10% Stockholder | Jul 9, 2026 | 4,966 | $223.78K | Jul 9, 2026 | shares acquired at formation of the issuer |
| Mark Hancock Officer, Director, 10% Stockholder | Jul 8, 2026 | 20,338 | $916.61K | Jul 8, 2026 | shares acquired at formation of the issuer |
| Mark Hancock Officer, Director, 10% Stockholder | Jul 6, 2026 | 142,163 | $6.44M | Jul 6, 2026 | shares acquired at formation of the issuer |
| Mark Hancock Officer, Director, 10% Stockholder | Jul 2, 2026 | 12,825 | $577.29K | Jul 2, 2026 | shares acquired at formation of the issuer |
| Mark Hancock Officer, Director, 10% Stockholder | Jul 1, 2026 | 6,080 | $273.72K | Jul 1, 2026 | shares acquired at formation of the issuer |