First Trust reports 3.40M shares (6.27%) in Primoris
Primoris Services Corporation ownership disclosure: First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation jointly report beneficial ownership of 3,400,244 shares, representing 6.27% of common stock as of 03/31/2026.
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Primoris Services Corporation ownership disclosure: First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation jointly report beneficial ownership of 3,400,244 shares, representing 6.27% of common stock as of 03/31/2026. The filing states shared voting power of 2,948,749 and shared dispositive power of 3,400,244. The reporting persons disclaim beneficial ownership of certain trustee‑voted trust shares and note that First Trust Portfolios L.P. sponsors unit investment trusts that hold some of the shares. The filing is a joint Schedule 13G submitted under Rule 13d-1(k)(1).
Insights
Large passive stake reported by First Trust affiliates; voting and disposition are shared.
The filing documents a 6.27% passive ownership position—reported jointly by three related entities—showing 2,948,749 shares with shared voting power and 3,400,244 shares with shared dispositive power as of 03/31/2026. The report relies on unit investment trust structures where trustees typically vote trust shares.
Key dependencies include trustee voting practices and whether any trusts exceed thresholds that would change the filing status. Subsequent filings could clarify shifts in voting or dispositive power.
Joint filing reflects affiliated relationships and disclaimers of direct beneficial ownership.
The Charger Corporation is disclosed as general partner of the First Trust entities; the filing expressly disclaims beneficial ownership of certain trust‑held shares and describes limits on individual trust holdings (none exceed 3%). This structure explains shared powers and the joint Schedule 13G treatment under Rule 13d-1(k)(1).
Material changes to voting arrangements or transfers of dispositive power would trigger amended disclosures.
Key Figures
Shares beneficially owned:3,400,244 sharesPercent of class:6.27%Shared voting power:2,948,749 shares+2 more
5 metrics
Shares beneficially owned3,400,244 sharesreported as of 03/31/2026
Percent of class6.27%percent of common stock
Shared voting power2,948,749 sharesreported shared voting power
Shared dispositive power3,400,244 sharesreported shared power to dispose
Filing formSchedule 13Gfiled under Rule 13d-1(k)(1)
Key Terms
Schedule 13G, Beneficially owned, Shared Dispositive Power, Unit investment trust
4 terms
Schedule 13Gregulatory
"This filing is jointly filed by The Charger Corporation, First Trust Portfolios L.P."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially ownedfinancial
"Amount beneficially owned: 3,400,244"
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 Dispositive Powerfinancial
"Shared Dispositive Power 3,400,244.00"
Unit investment trustfinancial
"First Trust Portfolios L.P. acts as sponsor of certain unit investment trusts"
A unit investment trust (UIT) is a pooled investment that sells investors fixed blocks, or “units,” representing an unchanging basket of securities assembled for a set period. Think of it as a pre-packed grocery box you buy that contains specific stocks or bonds and won’t be swapped out by a manager; this matters to investors because it offers predictable holdings and costs but limited flexibility and a defined time horizon for returns and income.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does First Trust report in PRIM?
The filing reports 3,400,244 shares, equal to 6.27% of Primoris common stock as of 03/31/2026. The position is disclosed jointly by First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation.
Who has voting power over the reported PRIM shares?
Shared voting power of 2,948,749 shares is reported. The filing explains that trustees normally vote shares held in unit investment trusts; First Trust entities do not claim sole voting power for those trust shares.
Why is this a joint Schedule 13G filing for PRIM?
The disclosure is filed jointly under Rule 13d-1(k)(1) because related entities (First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation) together hold more than 5% and report a passive investment position as described in the filing.
Does the filing indicate direct control of PRIM shares?
No single filer claims sole power; the filing reports 0 shares of sole voting or sole dispositive power and describes disclaimers of beneficial ownership for trust-held shares and trustee voting arrangements.
Are any individual unit trusts reported as owning over 3% of PRIM?
The filing states that no individual unit investment trust sponsored by First Trust Portfolios L.P. holds more than 3% of any registered investment company issuer's shares, per the explanatory language in Item 6.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Primoris Services Corporation
(Name of Issuer)
Common
(Title of Class of Securities)
74164F103
(CUSIP Number)
03/31/2026
(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
CUSIP Number(s):
74164F103
1
Names of Reporting Persons
First Trust Portfolios L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
ILLINOIS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
451,495.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,400,244.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.27 %
12
Type of Reporting Person (See Instructions)
BD
SCHEDULE 13G
CUSIP Number(s):
74164F103
1
Names of Reporting Persons
First Trust Advisors L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
ILLINOIS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,948,749.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
3,400,244.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,400,244.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.27 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP Number(s):
74164F103
1
Names of Reporting Persons
The Charger Corporation
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
ILLINOIS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,948,749.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
3,400,244.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,400,244.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.27 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Primoris Services Corporation
(b)
Address of issuer's principal executive offices:
Attn: Legal Department, 2300 N. Field Street, Suite 1900, Dallas, TX 75201, USA
Item 2.
(a)
Name of person filing:
First Trust Portfolios L.P.
First Trust Advisors L.P.
The Charger Corporation
(b)
Address or principal business office or, if none, residence:
120 East Liberty Drive, Suite 400, Wheaton, Illinois 60187
(c)
Citizenship:
Illinois, USA
(d)
Title of class of securities:
Common
(e)
CUSIP Number(s):
74164F103
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
3,400,244
(b)
Percent of class:
6.27 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
2,948,749
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
3,400,244
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
This Schedule 13G filing is jointly filed by The Charger Corporation, First Trust Portfolios L.P. and First Trust Advisors L.P. pursuant to Rule 13d-1(k)(1). The Charger Corporation is the General Partner of both First Trust Portfolios L.P. and First Trust Advisors L.P. First Trust Portfolios L.P. acts as sponsor of certain unit investment trusts which hold shares of the issuer. The total number of shares of the issuer held by these unit investment trusts is set forth in Row (8) above with respect to First Trust Portfolios L.P. No individual unit investment trust sponsored by First Trust Portfolios L.P. holds more than 3% of any registered investment company issuer's shares. First Trust Advisors L.P., an affiliate of First Trust Portfolios L.P., acts as portfolio supervisor of the unit investment trusts sponsored by First Trust Portfolios L.P., certain of which hold shares of the issuer. Neither First Trust Portfolios L.P., First Trust Advisors L.P. nor The Charger Corporation have the power to vote the shares of the issuer held by these unit investment trusts sponsored by First Trust Portfolios L.P. These shares are voted by the trustee of such unit investment trusts so as to insure that the shares are ordinarily voted as closely as possible in the same manner and in the same general proportion as are the shares held by owners other than such unit investment trusts. Subject to the requirements of Rule 12d1-4 under the Investment Company Act of 1940 and as further explained in the Standard Terms and Conditions of Trust and related Trust Agreements of the unit investment trusts, First Trust Portfolios L.P., on behalf of the unit investment trusts, may enter into an agreement with a deposited fund which may permit the shares of such fund to be voted in the best interest of unit holders at the discretion of First Trust Portfolios L.P. The difference, if any, between the aggregate amount of shares beneficially owned by each reporting person, as set forth in Row (9) above, and the number of shares of the issuer held by the unit investment trusts sponsored by First Trust Portfolios L.P. represents shares of the issuer which are either held in other registered investment companies, pooled investment vehicles and/or separately managed accounts for which First Trust Advisors L.P. serves as investment advisor and/or investment sub-advisor. Each of First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation disclaims beneficial ownership of the shares of the issuer identified in this filing.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
See Item 6.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
First Trust Portfolios L.P.
Signature:
/s/ James M. Dykas
Name/Title:
James M. Dykas, Chief Financial Officer
Date:
04/27/2026
First Trust Advisors L.P.
Signature:
/s/ James M. Dykas
Name/Title:
James M. Dykas, Chief Financial Officer
Date:
04/27/2026
The Charger Corporation
Signature:
/s/ James M. Dykas
Name/Title:
James M. Dykas, Chief Financial Officer and Treasurer
Date:
04/27/2026
Exhibit Information
Please see Exhibit 99.1 for Joint Filing Agreement
