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Primoris Services (PRIM): Wellington Group discloses 4.68M-share, 8.6% ownership stake

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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Primoris Services Corporation reports that investment manager Wellington Management Group LLP and affiliated entities have filed as beneficial owners of Primoris common stock. The Wellington complex reports beneficial ownership of 4,675,487 shares of common stock, representing 8.62% of the outstanding class as of June 30, 2026. These shares are held of record by clients of Wellington-affiliated investment advisers, which have shared power to vote and dispose of the securities and no sole voting or dispositive power. No individual client is reported to have more than five percent of the class. Ownership is reported through a chain of parent holding companies and registered investment advisers within the Wellington group.

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Beneficial ownership 4,675,487 shares Primoris common stock beneficially owned by Wellington complex
Beneficial ownership percentage 8.62% Percent of Primoris common stock class beneficially owned
Shared voting power 3,645,807 shares Shares over which Wellington entities share voting power
Shared dispositive power 4,675,487 shares Shares over which Wellington entities share dispositive power
Sole voting power 0 shares Shares with sole voting power reported by Wellington entities
Sole dispositive power 0 shares Shares with sole dispositive power reported by Wellington entities
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared Voting Power financial
"6 | Shared Voting Power 3,645,807.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
Shared Dispositive Power financial
"8 | Shared Dispositive Power 4,675,487.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"The securities ... are owned of record by clients of the Wellington Investment Advisers."

FAQ

How much of Primoris Services Corporation (PRIM) does Wellington beneficially own?

Wellington and its affiliates report beneficial ownership of 4,675,487 shares of Primoris common stock, representing 8.62% of the outstanding class as of June 30, 2026.

Who is the reporting owner in this Schedule 13G for Primoris (PRIM)?

The reporting group consists of Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, acting through various affiliated investment adviser entities.

Does Wellington have sole or shared voting power over PRIM shares?

The Wellington entities report 0 shares with sole voting power and 3,645,807 shares with shared voting power, reflecting voting authority exercised for advisory clients holding Primoris stock.

How many Primoris (PRIM) shares can Wellington dispose of?

The Wellington complex reports 0 shares with sole dispositive power and 4,675,487 shares with shared dispositive power, meaning disposition decisions are made on behalf of advisory clients holding these shares.

Do Wellington’s individual clients each hold more than 5% of Primoris (PRIM)?

No. The filing states that no client is known to have the right to receive dividends or sale proceeds with respect to more than 5% of the Primoris common stock class.

Who actually owns the Primoris (PRIM) shares reported by Wellington?

The shares are owned of record by clients of one or more Wellington investment advisers. Wellington’s entities report beneficial ownership due to their advisory roles and related voting and dispositive powers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





74164F103

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026