PIPR Piper Sandler Companies Common Stock

NYSE · Financial Services · Auf SEC EDGAR ansehen ↗
$74,50
Kurs · Aug 21, 2026
Fundamentaldaten per Aug 5, 2026

Über Piper Sandler Companies Common Stock Unternehmensübersicht von Wikipedia

Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.

Mehr lesen

Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.

Founded in 1895 and headquartered in Minneapolis, Minnesota, Piper Sandler has more than 60 offices spanning across six countries.

History

Piper Sandler's roots can be traced back to 1895 when George Lane established George B. Lane, Commercial Paper and Collateral Loans & Co., a commercial paper brokerage, in Minneapolis. In 1913, Piper, Jaffray & Co. was established as another commercial paper business by H.C. Piper Sr. and Clive Palmer Jaffray. In 1917, George B. Lane & Co. merged with Piper, Jaffray & Co. to form Lane, Piper & Jaffray.

The firm first obtained a seat on the New York Stock Exchange in 1931 with the acquisition of Hopwood & Company, which had been devastated by the stock market crash. In 1971, Piper Jaffray & Hopwood became the first regional brokerage firm to offer its own stock for public sales, becoming a publicly held corporation. Later, in 1986, Piper's common stock began trading on the NASDAQ under the ticker symbol PIPR.

In 1992, the name of the broker-dealer changed from Piper Jaffray & Hopwood Incorporated to Piper Jaffray Inc.

In 1998, the firm was acquired by U.S. Bancorp, also based in Minneapolis, for $730 million in cash. From 1999 to 2003, the firm was known as U.S. Bancorp Piper Jaffray. In 2003, U.S. Bancorp spun off Piper Jaffray in a stock dividend to its shareholders, making the company independent once again under the symbol PJC. In 2006, the company sold its brokerage business to Zurich-based UBS for $510 million in cash. The business had approximately 800 brokers at that time.

On July 9, 2019, Piper Jaffray announced the purchase of leading financial services investment bank Sandler O'Neill for $485M; the new combined firm is named Piper Sandler Companies. Piper Jaffray CEO Chad Abraham would continue to lead the combined company.

Acquisition history

2004: Piper Jaffray acquired Vie Securities, LLC.

2007: Piper Jaffray acquires FAMCO, acquires Hong Kong–based investment bank Goldbond Capital Holdings Limited

2010: Piper Jaffray acquires Advisory Research, Inc.

2013: Piper Jaffray acquires Seattle-Northwest Securities Corporation, acquires Edgeview Partners, L.P.

2015: Piper Jaffray acquires River Branch Holdings

2016: Piper Jaffray acquires Simmons & Company International

2019: Piper Jaffray acquires Weeden & Co., L.P.

2020: Piper Jaffray acquires Sandler O'Neill + Partners, becoming Piper Sandler Companies. Piper Sandler acquires The Valence Group, acquires TRS Advisors

2022: Piper Sandler acquires Cornerstone Macro, acquires Stamford partners LLC, acquires DBO Partners

Regulator fines

In 2002, Piper Sandler was fined $25 million by state and federal regulators to settle charges of providing biased stock ratings as part of the Global Analyst Research Settlements. Other firms, including JP Morgan, Goldman Sachs, Merrill Lynch, UBS, Deutsche Bank, and Morgan Stanley, were fined for similar reasons. Piper Sandler agreed to implement structural changes to its research and investment banking programs to restore confidence in its business.

Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗

Wikidata ↗

PIPR Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$74.50
Marktkapitalisierung
$5.03B
P/E (TTM)
18.8
EPS (TTM)
$15.82
Umsatz (TTM)
$1.90B
Dividendenrendite
2.3%
ROE
21.6%
Verschuldungsgrad
0.0
52W-Spanne
$69 – $95

PIPR Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis $1.90B
10-point trend, +147.3%
2016-12-31 2025-12-31
EPS $15.82
10-point trend, +1014.5%
2016-12-31 2025-12-31
Freier Cashflow
Margen 14.8%

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
PIPR
Peer-Median
P/E (TTM)
5-point trend, +97.6%
18.8
21.8
P/S (TTM) (K/V (TTM))
5-point trend, +143.7%
2.6
2.6
P/B (K/B)
5-point trend, +76.1%
3.7
4.8

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
PIPR
Peer-Median
Net Profit Margin (Nettogewinnmarge)
5-point trend, +8.3%
14.8%
9.5%
ROA
5-point trend, -5.0%
11.6%
4.8%
ROE
5-point trend, -26.5%
21.6%
20.2%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
PIPR
Peer-Median
Debt / Equity (Fremdkapital / Eigenkapital)
5-point trend, -84.0%
0.0

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
PIPR
Peer-Median
Revenue YoY (Umsatz YoY)
5-point trend, -6.7%
24.3%
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, -6.7%
9.9%
Revenue CAGR 5Y (Umsatz CAGR 5J)
5-point trend, -6.7%
8.7%
EPS YoY (EPS VjV)
5-point trend, -3.7%
54.5%
Net Income YoY (Nettogewinn YoY)
5-point trend, +1.0%
55.3%

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
PIPR
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, -3.7%
$15.82

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
PIPR
Peer-Median
Payout Ratio (Ausschüttungsquote)
5-point trend, +13.7%
40.6%

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

Dividendenrendite
2.3%
Ausschüttungsquote
40.6%
5J Div CAGR
Ex-DatumBetrag
29. Mai 2026$0,2000
3. März 2026$1,4250
25. November 2025$0,1750
29. August 2025$0,1750
30. Mai 2025$0,1625
4. März 2025$0,9125
22. November 2024$0,1625
29. August 2024$0,1625
23. Mai 2024$0,1500
1. März 2024$0,4000
20. November 2023$0,1500
24. August 2023$0,1500
25. Mai 2023$0,1500
2. März 2023$0,4625
22. November 2022$0,1500
25. August 2022$0,1500
26. Mai 2022$0,1500
1. März 2022$1,2750
22. November 2021$0,8875
26. August 2021$0,1375

PIPR Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

KAUF 11 Analysten
  • Starker Kauf 3 27,3%
  • Kauf 5 45,5%
  • Halten 2 18,2%
  • Verkauf 1 9,1%
  • Starker Verkauf 0 0,0%

12-Monats-Kursziel

4 Analysten · 2026-08-19
Median-Ziel $87.25 +17,1%
Mittelwert-Ziel $87.12 +17,0%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
0.22%
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2026 $1.04 $0.88 0.16%
31. März 2026 $1.00 $0.95 0.05%
31. Dezember 2025 $1.72 $1.22 0.50%
30. September 2025 $0.95 $0.82 0.14%
30. Juni 2025 $0.74 $0.57 0.17%
31. März 2025 $1.02 $0.73 0.30%

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
PIPR $1.43B 5.4 24.3% 14.8% 21.6%
VIRT 6.5 26.2% 12.9% 58.4%
HLI 23.1 9.6% 16.3% 18.6%
SNEX $5.27B 17.1 32.5% 0.23% 14.4% 3.1%
BGC 28.8 30.0%
MC 51.4%
BULL
PJT 14.8% 10.5% 72.7%
LAZ 22.4 1.5% 7.4% 31.4%
LCLN
BGC 28.8 30.0%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 10
Jährliche Gewinn- und Verlustrechnung-Daten für PIPR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +182.9% $1.90B $1.53B $1.36B $1.44B $2.04B $1.25B $846M $758M $844M $770M $696M $673M
Interest Income 12-point trend, -24.2% $37M $33M $27M $20M $7M $13M $27M $33M $32M $33M $42M $49M
Pretax Income 12-point trend, +239.5% $375M $218M $123M $134M $442M $69M $119M $72M $79M $-31M $86M $110M
Income Tax 12-point trend, +123.9% $81M $61M $24M $33M $111M $19M $25M $18M $54M $-17M $28M $36M
Net Income 12-point trend, +345.3% $281M $181M $85M $111M $279M $41M $112M $57M $-62M $-22M $52M $63M
EPS (Basic) 12-point trend, +335.3% $16.89 $11.44 $5.72 $7.92 $19.52 $2.94 $7.90 $3.78 $-5.07 $-1.73 $3.34 $3.88
EPS (Diluted) 12-point trend, +308.8% $15.82 $10.24 $4.96 $6.52 $16.43 $2.72 $7.69 $3.72 $-4.99 $-1.73 $3.34 $3.87
Shares (Basic) 12-point trend, +11.3% 16,658,000 15,838,000 14,958,000 13,982,000 14,265,000 13,781,000 13,555,000 13,234,000 12,807,000 12,674,000 14,368,000 14,971,000
Shares (Diluted) 12-point trend, +18.4% 17,785,000 17,695,000 17,224,000 16,965,000 16,955,000 14,901,000 13,937,000 13,425,000 12,978,000 12,779,000 14,389,000 15,025,000
EBITDA 12-point trend, +228.3% $17M $17M $18M $16M $13M $11M $9M $8M $7M $6M $5M $5M
Bilanz 18
Jährliche Bilanz-Daten für PIPR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 8-point trend, +6019.4% · · · · $971M $508M $250M $50M $34M $70M $190M $16M
PP&E (Net) 12-point trend, +325.6% $77M $59M $61M $68M $52M $44M $30M $32M $25M $25M $19M $18M
PP&E (Gross) 12-point trend, +154.4% $167M $166M $152M $144M $129M $119M $96M $91M $81M $84M $71M $65M
Accum. Depreciation 12-point trend, +88.7% $89M $107M $91M $76M $77M $75M $66M $59M $56M $58M $52M $47M
Goodwill 12-point trend, +50.7% $319M $312M $302M $301M $228M $228M $88M $82M $82M $196M $218M $212M
Intangibles 12-point trend, +224.9% $100M $108M $116M $136M $120M $150M $17M $4M $9M $37M $31M $31M
Total Assets 12-point trend, -1.2% $2.59B $2.26B $2.14B $2.18B $2.57B $2.00B $1.63B $1.35B $2.02B $2.13B $2.14B $2.62B
Short-term Debt 11-point trend, -96.0% $15M $10M $30M $0 · $0 $50M $50M $290M $419M $446M $378M
Total Liabilities 12-point trend, -39.0% $1.01B $840M $842M $928M $1.34B $1.07B $822M $615M $1.28B $1.31B $1.31B $1.65B
Long-term Debt 5-point trend, -100.0% · · $0 $125M $125M $195M $175M · · · · ·
Total Debt 10-point trend, -96.0% $15M $10M $30M · · $0 $50M $50M $290M $419M $446M $378M
Common Stock 12-point trend, +299.5% $779.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K
Retained Earnings 12-point trend, +221.0% $729M $562M $454M $453M $450M $271M $259M $183M $176M $257M $279M $227M
Treasury Stock 12-point trend, +122.6% $319M $315M $356M $442M $313M $289M $284M $300M $274M $284M $248M $143M
AOCI 12-point trend, +624.9% $3M $-1M $-894.0K $-2M $-964.0K $-197.0K $-872.0K $-1M $-1M $-3M $-189.0K $377.0K
Stockholders' Equity 12-point trend, +67.2% $1.37B $1.23B $1.09B $1.05B $1.06B $829M $731M $677M $693M $759M $784M $820M
Liabilities + Equity 12-point trend, -1.2% $2.59B $2.26B $2.14B $2.18B $2.57B $2.00B $1.63B $1.35B $2.02B $2.13B $2.14B $2.62B
Shares Outstanding 12-point trend, +342.1% 67,483,432 16,111,723 15,200,149 13,673,064 14,129,519 13,776,025 13,717,315 12,995,397 12,911,149 12,391,970 13,311,016 15,265,420
Cashflow 16
Jährliche Cashflow-Daten für PIPR
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +228.3% $17M $17M $18M $16M $13M $11M $9M $8M $7M $6M $5M $5M
Stock-based Comp 12-point trend, +330.8% $124M $103M $94M $131M $171M $122M $32M $44M $40M $56M $49M $29M
Deferred Tax 12-point trend, +156.7% $5M $17M $14M $-33M $-54M $-39M $25M $-3M $18M $-31M $-13M $-10M
Amort. of Intangibles 12-point trend, +7.8% $10M $10M $19M $15M $30M $45M $4M $5M $10M $21M $8M $9M
Restructuring 11-point trend, -50.2% $5M $-42.0K $8M $6M $4M $6M $7M $3M $0 $9M $9M ·
Other Non-cash 12-point trend, +215.1% $159M $-5M $65M $-449M $298M $646M $-110M $399M $250M $39M $287M $-138M
Operating Cash Flow 12-point trend, +1271.6% $587M $313M $276M $-225M $707M $780M $68M $510M $203M $-3M $380M $-50M
Investing Cash Flow 12-point trend, -710.4% $-44M $-32M $-10M $-127M $-21M $-435M $27M $-16M $-8M $-84M $-16M $-5M
Debt Issued 4-point trend, +0.00 · · · · $0 $0 $175M $0 · · · ·
Net Debt Issued 6-point trend, +0.00 $0 $0 $-125M $0 $-70M $0 · · · · · ·
Stock Repurchased 12-point trend, +1052.0% $125M $66M $71M $187M $70M $22M $51M $71M $25M $71M $133M $11M
Net Stock Activity 12-point trend, -1052.0% $-125M $-66M $-71M $-187M $-70M $-22M $-51M $-71M $-25M $-71M $-133M $-11M
Dividends Paid 11-point trend, +114146000.00 $114M $74M $84M $108M $99M $28M $36M $47M $19M $0 $0 ·
Financing Cash Flow 12-point trend, -320.5% $-219M $-181M $-250M $-250M $-223M $-88M $105M $-477M $-233M $-112M $-189M $-52M
Net Change in Cash 12-point trend, +402.9% $327M $100M $17M $-605M $463M $258M $200M $17M $-8M $-149M $174M $-108M
Taxes Paid 12-point trend, -29.9% $41M $11M $19M $85M $166M $29M $10M $17M $32M $27M $32M $59M
Rentabilität 5
Jährliche Rentabilität-Daten für PIPR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +57.5% 14.8% 11.8% 6.3% 7.7% 13.6% 3.2% 13.2% 7.1% -6.9% -2.9% 7.5% 9.4%
Pretax Margin 12-point trend, +20.0% 19.7% 14.3% 9.0% 9.4% 21.6% 5.5% 14.1% 9.3% -3.3% -4.0% 12.4% 16.4%
EBITDA Margin 12-point trend, +15.2% 0.91% 1.1% 1.3% 1.1% 0.62% 0.85% 1.1% 1.1% 0.82% 0.83% 0.73% 0.79%
ROA 12-point trend, +353.1% 11.6% 8.2% 4.0% 4.7% 12.2% 2.2% 7.5% 3.4% -3.0% -1.0% 2.2% 2.6%
ROE 12-point trend, +166.3% 21.6% 15.7% 8.0% 10.5% 29.4% 5.2% 15.9% 8.3% -8.5% -2.9% 6.5% 8.1%
Liquidität & Solvenz 1
Jährliche Liquidität & Solvenz-Daten für PIPR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Debt / Equity 10-point trend, -97.6% 0.0 0.0 0.0 · · 0.0 0.1 0.1 0.4 0.6 0.6 0.5
Effizienz 1
Jährliche Effizienz-Daten für PIPR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +188.4% 0.8 0.7 0.6 0.6 0.9 0.7 0.6 0.5 0.4 0.4 0.3 0.3
Pro Aktie 7
Jährliche Pro Aktie-Daten für PIPR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +51.3% $81.26 $76.21 $71.41 $77.09 $75.18 $60.21 $53.31 $52.13 $53.70 $61.27 $58.87 $53.71
Revenue / Share 12-point trend, +139.0% $107.07 $86.56 $78.85 $84.59 $120.42 $84.07 $60.72 $59.66 $68.98 $60.25 $48.39 $44.81
Cash Flow / Share 12-point trend, +1089.8% $32.98 $17.70 $16.00 $-13.26 $41.70 $52.33 $4.86 $37.98 $17.89 $3.82 $26.38 $-3.33
Cash / Share 7-point trend, +6511.4% · · · · $68.72 $36.87 $18.23 · $2.62 $3.34 $14.27 $1.04
Dividend / Share 11-point trend, +5.70 $6 $4 $4 $7 $7 $2 $3 $3 $1 $0 $0 ·
Dividend Paid / Share 2-point trend, +148.4% · · · · · · · $47M $19M · · ·
EPS (TTM) 12-point trend, +308.8% $15.82 $10.24 $4.96 $6.52 $16.43 $2.72 $7.69 $3.72 $-4.99 $-1.73 $3.34 $3.87
Wachstumsraten 10
Jährliche Wachstumsraten-Daten für PIPR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -61.4% 24.3% 12.8% -5.4% -29.7% 63.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +262.3% 9.9% -9.1% 2.7% · · · · · · · · ·
Revenue CAGR 5Y 8.7% · · · · · · · · · · ·
EPS YoY 5-point trend, -89.2% 54.5% 106.5% -23.9% -60.3% 504.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, +55.1% 34.4% -14.6% 22.2% · · · · · · · · ·
EPS CAGR 5Y 42.2% · · · · · · · · · · ·
Net Income YoY 5-point trend, -90.6% 55.3% 111.9% -22.8% -60.3% 587.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +29.0% 36.5% -13.4% 28.3% · · · · · · · · ·
Net Income CAGR 5Y 47.3% · · · · · · · · · · ·
Dividend CAGR 5Y 32.3% · · · · · · · · · · ·
Bewertung (TTM) 15
Jährliche Bewertung (TTM)-Daten für PIPR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +182.9% $1.90B $1.53B $1.36B $1.44B $2.04B $1.25B $846M $758M $844M $770M $696M $673M
Net Income TTM 12-point trend, +345.3% $281M $181M $85M $111M $279M $41M $112M $57M $-62M $-22M $52M $63M
Market Cap 12-point trend, +546.3% $1.43B $1.21B $665M $445M $631M $348M $274M $214M $278M $225M $134M $222M
Enterprise Value 6-point trend, -127.5% · · · · · $-160M $74M · $535M $602M $391M $584M
P/E 12-point trend, +43.1% 5.4 7.3 8.8 5.0 2.7 9.3 2.6 4.4 -4.3 -10.5 3.0 3.8
P/S 12-point trend, +128.5% 0.8 0.8 0.5 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.2 0.3
P/B 12-point trend, +286.5% 1.0 1.0 0.6 0.4 0.6 0.4 0.4 0.3 0.4 0.3 0.2 0.3
P / Tangible Book 6-point trend, +95.8% 1.5 1.5 1.0 0.7 0.9 0.8 · · · · · ·
P / Cash Flow 12-point trend, +155.2% 2.4 3.9 2.4 -2.0 0.9 0.4 4.0 0.4 1.2 4.6 0.4 -4.4
EV / EBITDA 6-point trend, -113.6% · · · · · -15.0 8.0 · 73.2 94.1 76.6 110.1
EV / Revenue 6-point trend, -114.8% · · · · · -0.1 0.1 · 0.6 0.8 0.6 0.9
Dividend Yield 11-point trend, +0.08 8.0% 6.1% 12.7% 24.2% 15.8% 8.1% 13.0% 22.1% 6.8% 0.00% 0.00% ·
Earnings Yield 12-point trend, -30.1% 18.6% 13.7% 11.3% 20.0% 36.8% 10.8% 38.5% 22.6% -23.1% -9.5% 33.1% 26.7%
Payout Ratio 9-point trend, +232.6% 40.6% 40.7% 98.8% 97.2% 35.7% 69.5% 31.9% 82.7% -30.6% · · ·
Annual Payout 11-point trend, +114146000.00 $114M $74M $84M $108M $99M $28M $36M $47M $19M $0 $0 ·

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-12-312024-12-312023-12-312022-12-312021-12-31
Umsatz $1.90B$1.53B$1.36B$1.44B$2.04B
Nettoergebnis $281M$181M$85M$111M$279M
Verwässerte EPS $15.82$10.24$4.96$6.52$16.43
Bilanz
2025-12-312024-12-312023-12-312022-12-312021-12-31
Fremdkapital / Eigenkapital 0.00.00.0

Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

📊

Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das ➕ neben jeder Zeile in den vollständigen Fundamentaldaten oben.

Ihre Auswahl wird gespeichert und begleitet Sie über alle Ticker hinweg.

Institutionelle Eigentümer (13F) 33 Einreicher · $714.8M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
0 (-2 vs. Vorquartal) 11 (-358 vs. Vorquartal) 1 (-14 vs. Vorquartal) 3 (+2 vs. Vorquartal) -329K

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
VANGUARD GROUP INC $675.249.720 1.987.724 94,47% Aktien
Mesirow Institutional Investment Management, Inc. $10.905.582 36.358 1,53% Aktien
Nuveen Asset Management, LLC $9.920.546 33.074 1,39% Aktien
EFG Asset Management (North America) Corp. $4.329.807 12.464 0,61% Aktien
KING LUTHER CAPITAL MANAGEMENT CORP $3.843.497 53.131 0,54% Aktien
Orion Portfolio Solutions, LLC $3.777.694 15.254 0,53% Aktien
WOLVERINE TRADING, LLC $1.707.580 4.842 0,24% Aktien
Glenmede Investment Management, LP $1.193.992 3.441 0,17% Aktien
Toroso Investments, LLC $575.469 1.694 0,08% Aktien
Truepoint, Inc. $562.299 7.773 0,08% Aktien
H D Vest Advisory Services $509.487 1.833 0,07% Aktien
WOLVERINE TRADING, LLC $423.192 1.200 0,06% Kaufoption
CIBC WORLD MARKETS CORP $393.384 1.158 0,06% Aktien
SCHULHOFF & CO INC $392.950 5.432 0,05% Aktien
CIBC Private Wealth Group LLC $270.999 781 0,04% Aktien
WOLVERINE TRADING, LLC $246.862 700 0,03% Verkaufsoption
FULLCIRCLE WEALTH LLC $240.064 735 0,03% Aktien
Investors Research Corp $107.170 1.400 0,01% Aktien
Advisors Asset Management, Inc. $63.865 188 0,01% Aktien
Greenwich Wealth Management LLC $30.441 420.805 0,00% Aktien
PROEQUITIES, INC. $16.939 55 0,00% Aktien
COMERICA BANK $15.128 45 0,00% Aktien
FSA Wealth Management LLC $14.227 41 0,00% Aktien
Cassady Schiller Wealth Management, LLC $4.799 16 0,00% Aktien
Lindbrook Capital, LLC $3.220 13 0,00% Aktien
West Oak Capital, LLC $520 150 0,00% Aktien
Pineridge Advisors LLC $351 1 0,00% Aktien
Parkworth Wealth Management, Inc. $278 1 0,00% Aktien
SHELL ASSET MANAGEMENT CO $273 787 0,00% Aktien
HUNTINGTON NATIONAL BANK $73 1 0,00% Aktien
Harvest Fund Management Co., Ltd $66 912 0,00% Aktien
Hemington Wealth Management $12 37 0,00% Aktien
Motiv8 Investments LLC $2 6 0,00% Aktien

Unternehmensinsider 54 Insider · 2 Führungskräfte · 7 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Debbra L. Schoneman President 26. Februar 2026 F 6.305 0 6 $-2.665.039
Benjamin T May Head of Fixed Income Services 15. Mai 2008 A 37.967 0 0 $0
Ann C Gallo Direktor 30. Juni 2026 A 8.071 0 0 $0
Brian R Sterling Direktor 30. Juni 2026 A 104.910 0 0 $0
Philip Soran Direktor 30. Juni 2026 A 81.633 0 1 $-189.596
Robbin Mitchell Direktor 12. Juni 2026 A 15.755 0 0 $0
Scott C Taylor Direktor 12. Juni 2026 A 68.014 0 0 $0
Victoria M Holt Direktor 12. Juni 2026 A 31.863 0 0 $0
Stuart Essig Direktor 20. Mai 2026 A 2.575 0 0 $0
Thomas S Schreier JR 20. Mai 2026 A 32.479 0 0 $0
Jean-Paul M Peltier 26. Februar 2026 F 37.587 0 0 $0
Jonathan J Doyle 4. August 2025 S 132.910 0 0 $0
Sherry M Smith 13. Juni 2025 A 10.831 0 0 $0
William R Fitzgerald 13. Juni 2025 A 25.517 0 0 $0
James P Baker 16. Mai 2025 P 59.867 0 0 $0
Michael R Dillahunt 27. Februar 2025 F 19.487 0 0 $0
John W Geelan 27. Februar 2025 F 14.645 0 0 $0
Chad R Abraham 27. Februar 2025 F 53.558 0 0 $0
Katherine Patricia Clune 16. Februar 2025 F 13.256 0 0 $0
Timothy L Carter 24. Februar 2023 F 18.688 0 0 $0
Addison L Piper 12. März 2021 A 31.542 0 0 $0
Scott R Larue 25. Februar 2021 G 51.732 0 0 $0
Kristine B Johnson 13. Dezember 2019 A 11.794 0 0 $0
Andrew S Duff 16. Februar 2019 F 185.485 0 0 $0
Michele Volpi 17. Mai 2018 F 12.342 0 0 $0
Francis E Fairman IV 2. Februar 2018 S 47.469 0 0 $0
Christopher D Crawshaw 4. August 2017 S 26.583 0 0 $0
Thomas Gregory Smith 31. Juli 2017 S 15.279 0 0 $0
Martin Bradley Winges 28. Juli 2017 S 46.133 0 0 $0
Christine N Esckilsen 22. Mai 2017 M 8.425 0 0 $0
Jeffrey P Klinefelter 22. Mai 2017 M 54.759 0 0 $0
Michael E Frazier 11. Mai 2017 A 161.639 0 0 $0
Stuart C. Harvey JR 8. November 2016 P 4.000 0 0 $0
Lisa Polsky 13. Mai 2015 A 14.254 0 0 $0
Michael Francis 30. Januar 2014 M 12.751 0 0 $0
Hope B Woodhouse 8. Mai 2013 A 8.613 0 0 $0
Brien M O'Brien 27. Februar 2013 S 116.616 0 0 $0
Ronald T Firebaugh 15. Mai 2012 A 41.000 0 0 $0
Robert W Peterson 15. Mai 2012 A 102.760 0 0 $0
Jean M Taylor 9. Mai 2012 A 9.483 0 0 $0
Frank L Sims 9. Mai 2012 A 17.483 0 0 $0
James L Chosy 1. März 2012 G 3.827 0 0 $0
Thomas P Schnettler 15. Februar 2011 A 167.249 0 0 $0
David I Wilson 15. Mai 2010 F 37.087 0 0 $0
Virginia Gambale 5. Mai 2010 A 3.033 0 0 $0
Alex Po-Ming Ko 16. Februar 2010 A 6.828 0 0 $0
Jon W Salveson 16. Februar 2010 A 125.444 0 0 $0
Samuel L Kaplan 7. Mai 2009 A 3.000 0 0 $0
Richard A Zona 2. Mai 2006 A 2.589 0 0 $0
Sandra G Sponem 21. Februar 2006 A 12.060 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

ETF-Besitz Gehalten von 34 ETFs

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
XSHQ · Invesco Exchange-Traded Fund Trust … 1,28% 55.315 SH 21. August 2026 Täglich
PSCF · Invesco Exchange-Traded Fund Trust … 1,07% 4.479 SH 21. August 2026 Täglich
OMFS · Invesco Exchange-Traded Self-Indexe… 0,89% 34.780 SH 21. August 2026 Täglich
IWO · iShares Trust 0,32% 663.248 SH 21. August 2026 Täglich
QVMS · Invesco Exchange-Traded Fund Trust … 0,32% 11.077 SH 21. August 2026 Täglich
VTWG · VANGUARD SCOTTSDALE FUNDS 0,30% 75.680 SH 19. August 2026 Täglich
VIOG · VANGUARD ADMIRAL FUNDS 0,29% 43.436 SH 19. August 2026 Täglich
VIOO · VANGUARD ADMIRAL FUNDS 0,26% 236.298 SH 19. August 2026 Täglich
VIOV · VANGUARD ADMIRAL FUNDS 0,24% 65.961 SH 19. August 2026 Täglich
PRFZ · Invesco Exchange-Traded Fund Trust 0,17% 67.115 SH 21. August 2026 Täglich
IWM · iShares Trust 0,16% 1.818.882 SH 21. August 2026 Täglich
ISCG · iShares Trust 0,15% 21.245 SH 21. August 2026 Täglich
VTWO · VANGUARD SCOTTSDALE FUNDS 0,15% 406.766 SH 19. August 2026 Täglich
RWJ · Invesco Exchange-Traded Fund Trust … 0,12% 34.330 SH 21. August 2026 Täglich
VBR · VANGUARD INDEX FUNDS 0,10% 982.508 SH 19. August 2026 Täglich
ESML · iShares Trust 0,09% 35.980 SH 21. August 2026 Täglich
ISCB · iShares Trust 0,08% 2.996 SH 21. August 2026 Täglich
VXF · VANGUARD INDEX FUNDS 0,06% 775.925 SH 19. August 2026 Täglich
VB · VANGUARD INDEX FUNDS 0,06% 1.548.396 SH 19. August 2026 Täglich
VFH · VANGUARD WORLD FUND 0,06% 113.259 SH 19. August 2026 Täglich
WSML · iShares Trust 0,05% 4.304 SH 21. August 2026 Täglich
VYM · VANGUARD WHITEHALL FUNDS 0,02% 276.833 SH 19. August 2026 Täglich
VTI · VANGUARD INDEX FUNDS 0,01% 2.139.588 SH 19. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 5.724 SH 19. August 2026 Täglich
ESGV · VANGUARD WORLD FUND 0,01% 15.538 SH 19. August 2026 Täglich
ITOT · iShares Trust 0,01% 89.028 SH 21. August 2026 Täglich
IWV · iShares Trust 0,01% 18.152 SH 21. August 2026 Täglich
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 53.553 SH 19. August 2026 Täglich
IJR · iShares Trust 4.115.813 SH 21. August 2026 Täglich
IJT · iShares Trust 338.101 SH 19. August 2026 Täglich
IJS · iShares Trust 276.444 SH 21. August 2026 Täglich
IAI · iShares Trust 81.917 SH 19. August 2026 Täglich
XJR · iShares Trust 9.206 SH 19. August 2026 Täglich
SMLF · iShares Trust 122.010 SH 21. August 2026 Täglich