PBF Energy Inc. (PBF) shareholders
PBFNYSEPetroleum RefiningFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 18/3059% below fair value
$71.28+0.32 (+0.45%)
Close on Nov 13, 2026Market cap $8.65BP/E 3.2Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.4%
105M of 121M shares
Institutional holders
439
80 new, 51 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 143 sales
Net sold $1.01B
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 |
|---|---|---|---|---|
| Maria Soumaya Slim Domit Joint filing with Helu Carlos Slim (26.10%), Carlos Slim Domit (26.10%) and 5 more | 30,094,998 | 26.10% | 13D (active) amendment | Feb 26, 2025 |
| Carlos Slim Helu Joint filing with Carlos Slim Domit (24.60%), Marco Antonio Slim Domit (24.60%) and 5 more | 28,443,198 | 24.60% | 13D (active) amendment | Feb 9, 2026 |
| Patrick Slim Domit Joint filing with Carlos Slim Helu (22.60%), Carlos Slim Domit (22.60%) and 5 more | 26,469,098 | 22.60% | 13D (active) amendment | Mar 2, 2026 |
| Johanna Monique Slim Domit Joint filing with Carlos Slim Helu (17.30%), Carlos Slim Domit (17.30%) and 5 more | 20,338,698 | 17.30% | 13G (passive) | Mar 24, 2026 |
| Control Empresarial de Capitales, S.A. de C.V. Joint filing with Carlos Slim Helu (14.30%), Carlos Slim Domit (14.30%) and 5 more | 16,862,128 | 14.30% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 12,222,382 | 10.30% | 13G (passive) amendment | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PBF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,312,561 | 10.97% | $605.99M | +1,404,841 | 0.01% |
| Goldman Sachs Group Inc | 6,125,377 | 5.05% | $278.83M | +742,429 | 0.02% |
| State Street Corp | 5,514,966 | 4.55% | $251.04M | +188,562 | 0.01% |
| Vanguard Portfolio Management LLC | 5,410,856 | 4.46% | $246.30M | +485,730 | 0.01% |
| Dimensional Fund Advisors LP | 5,130,165 | 4.23% | $233.53M | +763,834 | 0.04% |
| Two Sigma Investments, LP | 4,713,441 | 3.88% | $214.56M | +857,535 | 0.16% |
| Vanguard Capital Management LLC | 4,141,668 | 3.41% | $188.53M | +271,200 | 0.00% |
| Aqr Capital Management LLC | 3,650,630 | 3.01% | $166.18M | +2,070,603 | 0.06% |
| T. Rowe Price Investment Management, Inc. | 2,821,722 | 2.33% | $128.45M | −551,004 | 0.08% |
| Arrowstreet Capital, Limited Partnership | 2,759,985 | 2.27% | $125.63M | −462,448 | 0.06% |
| FMR LLC | 2,589,479 | 2.13% | $117.87M | +2,497,058 | 0.01% |
| Geode Capital Management, LLC | 2,492,272 | 2.05% | $113.47M | +348,795 | 0.01% |
| Ameriprise Financial Inc | 1,704,319 | 1.40% | $77.58M | +308,363 | 0.02% |
| Acadian Asset Management LLC | 1,694,969 | 1.40% | $77.12M | +678,943 | 0.09% |
| Charles Schwab Investment Management Inc | 1,678,123 | 1.38% | $76.39M | −41,096 | 0.01% |
| Squarepoint Ops LLC | 1,622,285 | 1.34% | $73.85M | +482,507 | 0.08% |
| Allianz Asset Management GmbH | 1,462,014 | 1.21% | $66.55M | +722,245 | 0.06% |
| Northern Trust Corp | 1,359,903 | 1.12% | $61.90M | +177,622 | 0.01% |
| Bank of New York Mellon Corp | 1,265,749 | 1.04% | $57.62M | +93,655 | 0.01% |
| Nuveen, LLC | 1,246,941 | 1.03% | $56.76M | −134,090 | 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 | 439 | 105M | 86.4% | 80 / 186 | 121 / 51 | 21M | 14M |
| Q1 2026 | 419 | 98M | 80.9% | 111 / 129 | 124 / 39 | 27M | 18M |
| Q4 2025 | 353 | 99M | 81.4% | 59 / 123 | 124 / 47 | 19M | 10M |
| Q3 2025 | 348 | 90M | 74.3% | 62 / 106 | 130 / 27 | 12M | 19M |
| Q2 2025 | 315 | 97M | 80.3% | 59 / 131 | 91 / 50 | 17M | 11M |
| Q1 2025 | 307 | 91M | 75.3% | 49 / 130 | 91 / 57 | 15M | 11M |
| Q4 2024 | 320 | 88M | 72.4% | 47 / 112 | 133 / 64 | 13M | 15M |
| Q3 2024 | 341 | 90M | 74.2% | 48 / 119 | 141 / 95 | 24M | 14M |
| Q2 2024 | 391 | 95M | 78.1% | 63 / 143 | 142 / 57 | 7M | 15M |
| Q1 2024 | 389 | 103M | 84.9% | 61 / 130 | 149 / 62 | 11M | 11M |
| Q4 2023 | 395 | 103M | 85.1% | 77 / 117 | 152 / 64 | 13M | 9M |
| Q3 2023 | 385 | 99M | 81.9% | 79 / 113 | 158 / 39 | 14M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
378 funds held PBF in Q2 2026, 59% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of PBF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,005,076 | 2.48% | $136.79M | 0.01% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 2,885,383 | 2.38% | $131.34M | 0.11% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,538,836 | 2.09% | $115.57M | 0.14% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,171,371 | 1.79% | $98.84M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | 1,860,225 | 1.53% | $84.68M | 2.91% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 1,470,090 | 1.21% | $106.26M | 1.44% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,375,005 | 1.13% | $62.59M | 0.09% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,287,513 | 1.06% | $93.06M | 0.48% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,219,269 | 1.00% | $55.50M | 0.52% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,081,274 | 0.89% | $78.15M | 0.23% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 961,504 | 0.79% | $43.77M | 0.04% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 929,653 | 0.77% | $42.32M | 0.29% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 864,893 | 0.71% | $62.51M | 1.32% | Jul 31, 2026 |
| Schwab Fundamental U.S. Large Company ETF | 622,560 | 0.51% | $25.34M | 0.10% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 622,261 | 0.51% | $44.98M | 0.55% | Jul 31, 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 |
|---|---|---|---|---|
| Matthew C. Lucey | CEO & President, Director | 548,540 | 0.45% | Oct 29, 2026 |
| Steven John Andriola | Controller & CAO | 16,659 | 0.01% | Nov 3, 2026 |
| Trecia M. Canty | SVP and General Counsel | 196,926 | 0.16% | Oct 29, 2026 |
| Tai Wendy Ho | Senior Vice President, HR | 134,583 | 0.11% | Oct 29, 2026 |
| Joseph Daniel Marino | SVP, Chief Financial Officer | 58,284 | 0.05% | Oct 29, 2026 |
| Paul T. Davis | Senior Vice President | 189,031 | 0.16% | Oct 29, 2026 |
| James E. Fedena | Senior Vice President | 132,476 | 0.11% | Oct 29, 2026 |
| Michael Bukowski | SVP, Head of Refining | 80,557 | 0.07% | Oct 29, 2026 |
| Connor Thomas L. O | Senior Vice President | 196,375 | 0.16% | Dec 17, 2025 |
| Karen Berriman Davis | Director | 72,627 | 0.06% | Nov 4, 2026 |
| Thomas J. Nimbley | Director | 909,745 | 0.75% | Aug 19, 2026 |
| Kimberly S. Lubel | Director | 52,134 | 0.04% | Apr 30, 2026 |
| S. Eugene Edwards | Director | 65,406 | 0.05% | Apr 30, 2026 |
| Lawrence Michael Ziemba | Director | 21,016 | 0.02% | Apr 30, 2026 |
| Damian W. Wilmot | Director | 18,829 | 0.02% | Apr 30, 2026 |
| Georganne Hodges | Director | 19,771 | 0.02% | Apr 30, 2026 |
| Paul Joseph Donahue | Director | 25,319 | 0.02% | Apr 30, 2026 |
| George E. Ogden | Director | 52,959 | 0.04% | Apr 30, 2026 |
| Spencer Abraham | Director | 63,364 | 0.05% | Apr 30, 2026 |
| Empresarial de Capitales S.A. de C.V. Control | 10% owner | 13,326,127 | 10.98% | Oct 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Karen Berriman Davis Director | Nov 3, 2026 | Sale | −7,361 | $77.58 | $571.10K | 72,627 |
| Karen Berriman Davis Director | Nov 2, 2026 | Sale | −4,756 | $77.18 | $367.07K | 79,988 |
| Steven John Andriola Controller & CAO | Nov 2, 2026 | Sale | −2,522 | $76.69 | $193.41K | 16,659 |
| Paul T. Davis Senior Vice President | Oct 28, 2026 | Tax withholding | −5,176 | $73.28 | $379.30K | 188,890 |
| Trecia M. Canty SVP and General Counsel | Oct 28, 2026 | Tax withholding | −5,378 | $73.28 | $394.10K | 196,926 |
| Matthew C. Lucey CEO & President, Director | Oct 28, 2026 | Tax withholding | −11,999 | $73.28 | $879.29K | 548,540 |
| James E. Fedena Senior Vice President | Oct 28, 2026 | Tax withholding | −4,300 | $73.28 | $315.10K | 121,098 |
| Tai Wendy Ho Senior Vice President, HR | Oct 28, 2026 | Tax withholding | −5,234 | $73.28 | $383.55K | 134,583 |
| Michael Bukowski SVP, Head of Refining | Oct 28, 2026 | Tax withholding | −2,782 | $73.28 | $203.86K | 80,557 |
| Joseph Daniel Marino SVP, Chief Financial Officer | Oct 28, 2026 | Tax withholding | −3,754 | $73.28 | $275.09K | 58,284 |
| Steven John Andriola Controller & CAO | Oct 28, 2026 | Tax withholding | −560 | $73.28 | $41.04K | 19,181 |
| Paul T. Davis Senior Vice President | Oct 27, 2026 | Award | +13,581 | – | – | 194,066 |
| Paul T. Davis Senior Vice President | Oct 27, 2026 | Tax withholding | −2,941 | $73.63 | $216.55K | 180,485 |
| Trecia M. Canty SVP and General Counsel | Oct 27, 2026 | Award | +13,581 | – | – | 202,304 |
| Trecia M. Canty SVP and General Counsel | Oct 27, 2026 | Tax withholding | −3,056 | $73.63 | $225.01K | 188,723 |
| Matthew C. Lucey CEO & President, Director | Oct 27, 2026 | Award | +46,094 | – | – | 560,539 |
| Matthew C. Lucey CEO & President, Director | Oct 27, 2026 | Tax withholding | −11,593 | $73.63 | $853.59K | 514,445 |
| James E. Fedena Senior Vice President | Oct 27, 2026 | Award | +13,581 | – | – | 125,398 |
| James E. Fedena Senior Vice President | Oct 27, 2026 | Tax withholding | −2,443 | $73.63 | $179.88K | 111,817 |
| Tai Wendy Ho Senior Vice President, HR | Oct 27, 2026 | Award | +13,581 | – | – | 139,817 |
| Tai Wendy Ho Senior Vice President, HR | Oct 27, 2026 | Tax withholding | −2,973 | $73.63 | $218.90K | 126,236 |
| Michael Bukowski SVP, Head of Refining | Oct 27, 2026 | Award | +13,907 | – | – | 83,339 |
| Joseph Daniel Marino SVP, Chief Financial Officer | Oct 27, 2026 | Award | +13,581 | – | – | 62,038 |
| Joseph Daniel Marino SVP, Chief Financial Officer | Oct 27, 2026 | Tax withholding | −394 | $73.63 | $29.01K | 48,457 |
| Steven John Andriola Controller & CAO | Oct 27, 2026 | Award | +2,725 | – | – | 19,741 |
| Steven John Andriola Controller & CAO | Oct 27, 2026 | Tax withholding | −398 | $73.63 | $29.30K | 17,016 |
| Karen Berriman Davis Director | Oct 27, 2026 | Tax withholding | −3,370 | $73.63 | $248.13K | 84,744 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Oct 8, 2026 | Sale | −100,000 | $88.40 | $8.84M | 13,326,127 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Oct 8, 2026 | Sale | −70,000 | $87.50 | $6.13M | 13,426,127 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Oct 5, 2026 | Sale | −120,000 | $84.13 | $10.10M | 13,496,127 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Oct 1, 2026 | Sale | −100,000 | $82.00 | $8.20M | 13,616,127 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 11, 2026 | Sale | −150,000 | $80.60 | $12.09M | 13,716,127 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 10, 2026 | Sale | −175,776 | $78.16 | $13.74M | 13,866,127 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 10, 2026 | Sale | −140,000 | $77.30 | $10.82M | 14,041,903 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 9, 2026 | Sale | −3,494 | $77.23 | $269.84K | 14,181,903 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 2, 2026 | Sale | −54,484 | $77.09 | $4.20M | 14,185,397 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Sep 2, 2026 | Sale | −45,516 | $76.94 | $3.50M | 14,239,881 |
| Thomas J. Nimbley Director | Aug 19, 2026 | Option exercise | +116,008 | $6.72 | $779.57K | 909,745 |
| Thomas J. Nimbley Director | Aug 19, 2026 | Sale | −116,008 | $73.73 | $8.55M | 793,737 |
| Thomas J. Nimbley Director | Aug 18, 2026 | Option exercise | +125,000 | $6.72 | $840.00K | 918,737 |
| Thomas J. Nimbley Director | Aug 18, 2026 | Sale | −125,000 | $74.55 | $9.32M | 793,737 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 17, 2026 | Sale | −120,000 | $74.79 | $8.97M | 14,285,397 |
| Thomas J. Nimbley Director | Aug 17, 2026 | Sale | −100,000 | $75.05 | $7.51M | 793,737 |
| Thomas J. Nimbley Director | Aug 17, 2026 | Option exercise | +100,000 | $6.72 | $672.00K | 893,737 |
| Thomas J. Nimbley Director | Aug 14, 2026 | Sale | −169,925 | $72.65 | $12.35M | 793,737 |
| Thomas J. Nimbley Director | Aug 14, 2026 | Option exercise | +169,925 | $13.91 | $2.36M | 963,662 |
| Trecia M. Canty SVP and General Counsel | Aug 14, 2026 | Option exercise | +75,000 | $28.67 | $2.15M | 266,779 |
| Trecia M. Canty SVP and General Counsel | Aug 14, 2026 | Sale | −75,000 | $74.10 | $5.56M | 191,779 |
| Matthew C. Lucey CEO & President, Director | Aug 14, 2026 | Tax withholding | −42,584 | $73.31 | $3.12M | 526,038 |
| Matthew C. Lucey CEO & President, Director | Aug 14, 2026 | Option exercise | +142,364 | $6.72 | $956.69K | 638,135 |
| Matthew C. Lucey CEO & President, Director | Aug 14, 2026 | Sale | −142,364 | $73.50 | $10.46M | 495,771 |
| Matthew C. Lucey CEO & President, Director | Aug 14, 2026 | Option exercise | +72,851 | $13.91 | $1.01M | 568,622 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 14, 2026 | Sale | −6,356 | $74.28 | $472.12K | 14,405,397 |
| Tai Wendy Ho Senior Vice President, HR | Aug 14, 2026 | Option exercise | +12,094 | $13.91 | $168.23K | 141,303 |
| Tai Wendy Ho Senior Vice President, HR | Aug 14, 2026 | Sale | −12,094 | $73.95 | $894.35K | 129,209 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 13, 2026 | Sale | −40,000 | $73.01 | $2.92M | 14,411,753 |
| Empresarial de Capitales S.A. de C.V. Control 10% owner | Aug 13, 2026 | Sale | −170,000 | $71.98 | $12.24M | 14,451,128 |
| Trecia M. Canty SVP and General Counsel | Aug 13, 2026 | Option exercise | −83,147 | $71.00 | $5.90M | 191,779 |
| Trecia M. Canty SVP and General Counsel | Aug 13, 2026 | Option exercise | +83,147 | $32.71 | $2.72M | 274,926 |
| Trecia M. Canty SVP and General Counsel | Aug 12, 2026 | Sale | −946 | $71.00 | $67.17K | 191,779 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
12.55%
11M shares short
Days to cover
3.9
At 3M shares a day
Change since last report
-1.2%
From 11M shares
Short volume, 20 days
45.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of PBF Energy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 3,142 shares on Oct 2, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Karen Berriman Davis Director | Nov 2, 2026 | 17,350 | $1.34M | Nov 2, 2026 | Employee stock grant |
| Steven John Andriola Officer | Nov 2, 2026 | 2,522 | $193.41K | Nov 2, 2026 | Restricted Stock Vesting |
| Thomas J. Nimbley Director | Aug 19, 2026 | 116,008 | $8.69M | Aug 19, 2026 | Stock Option Exercise |
| Thomas J. Nimbley Director | Aug 18, 2026 | 125,000 | $9.44M | Aug 18, 2026 | Stock Option Exercise |
| Thomas J. Nimbley Director | Aug 17, 2026 | 100,000 | $7.29M | Aug 17, 2026 | Stock Option Exercise |
| Tai Wendy Ho Officer | Aug 14, 2026 | 12,094 | $894.31K | Aug 14, 2026 | Stock Option Exercise |
| Trecia M. Canty Officer | Aug 14, 2026 | 75,000 | $5.56M | Aug 14, 2026 | Stock Option Exercise |
| Matthew C. Lucey Officer, Director | Aug 14, 2026 | 142,364 | $10.46M | Aug 14, 2026 | Stock Option Exercise |
| Thomas J. Nimbley Director | Aug 14, 2026 | 169,925 | $12.61M | Aug 14, 2026 | Stock Option Exercise |
| Trecia M. Canty Officer | Aug 13, 2026 | 83,147 | $5.90M | Aug 13, 2026 | Stock Option Exercise |
| Trecia M. Canty Officer | Aug 12, 2026 | 140,320 | $9.96M | Aug 12, 2026 | Stock Option Exercise |
| Paul T. Davis Officer | Aug 12, 2026 | 63,295 | $4.36M | Aug 12, 2026 | Stock Option Exercise |
| Joseph Daniel Marino Officer | Aug 11, 2026 | 4,033 | $278.88K | Aug 11, 2026 | Stock Option Exercise |
| Thomas J. Nimbley Director | Aug 11, 2026 | 260,063 | $17.64M | Aug 11, 2026 | Stock Option Exercise |
| Paul T. Davis Officer | Aug 4, 2026 | 75,997 | $4.99M | Aug 4, 2026 | Stock Option Exercise |
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