CNS Cohen & Steers Inc Common Stock

NYSE · Financial Services · Ver en SEC EDGAR ↗
$81,46
Precio · Ago 20, 2026
Fundamentales a fecha de Jul 31, 2026

Acerca de Cohen & Steers Inc Common Stock Descripción general de la empresa de Wikipedia

Cohen & Steers is an American investment management company. It focuses on investments in real estate securities via real estate investment trusts (REIT) and alternative income via preferred securities.

Leer más

Cohen & Steers is an American investment management company. It focuses on investments in real estate securities via real estate investment trusts (REIT) and alternative income via preferred securities.

In August 2022, according to a report released by the National Association of Real Estate Investment Trusts, Cohen & Steers was the third largest manager of REIT securities worldwide with $94 billion assets under management as of September 2025.

## History

Cohen & Steers was founded in 1986 by Martin Cohen and Robert Steers. Prior to founding the company, both worked at the National Securities and Research Corporation. There, in 1985, they organized and managed the first real estate securities mutual fund in the United States, the National Real Estate Stock Fund.

Cohen & Steers is considered a pioneer in developing the securitised real estate sector and to this day remains a leader in it. However, Cohen & Steers has diversified by expanding into other investments, such as preferred securities and real assets starting in 2003 and 2012 respectively.

In August 2004, Cohen & Steers completed its initial public offering to become a listed company on the New York Stock Exchange, raising $104.3 million.

In 2016, Cohen retired from day-to-day management of the company. In November 2021, Steers announced he would be steeping down from his position as CEO and would be succeeded by Joseph Harvey.

In 2021, Cohen & Steers' assets under management figure surpassed $100 billion.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

CNS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$81.46
Capitalización Bursátil
$4.16B
P/E (TTM)
27.4
BPA (TTM)
$2.97
Ingresos (TTM)
$556M
Rendimiento div.
3.1%
ROE
28.5%
Deuda/Capital
Rango 52S
$58 – $87

CNS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $556M
10-point trend, +58.9%
2016-12-31 2025-12-31
BPA $2.97
10-point trend, +48.5%
2016-12-31 2025-12-31
Flujo de caja libre $-126M
10-point trend, -220.7%
2016-12-31 2025-12-31
Márgenes 27.6%

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
CNS
Mediana de Pares
P/E (TTM)
5-point trend, -1.5%
27.4
15.6
P/S (TTM) (P/V (TTM))
5-point trend, -33.0%
7.5
4.2
P/B (P/C)
5-point trend, -71.0%
7.4
2.5
Price / FCF (Precio / FCF)
5-point trend, -221.3%
-32.9

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
CNS
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, -28.3%
32.0%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -23.9%
27.6%
26.5%
ROA
5-point trend, -63.9%
18.1%
5.8%
ROE
5-point trend, -64.9%
28.5%
12.9%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
CNS
Mediana de Pares

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
CNS
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, -4.7%
7.5%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, -4.7%
-0.64%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, -4.7%
5.4%
EPS YoY (EPS interanual)
5-point trend, -31.1%
0.00%
Net Income YoY (Beneficio Neto interanual)
5-point trend, -27.5%
1.3%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
CNS
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, -31.1%
$2.97

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
CNS
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, +18.7%
82.8%

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
3.1%
Ratio de Pago
82.8%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
10 de agosto de 2026$0,6700
11 de mayo de 2026$0,6700
9 de marzo de 2026$0,6700
10 de noviembre de 2025$0,6200
11 de agosto de 2025$0,6200
12 de mayo de 2025$0,6200
3 de marzo de 2025$0,6200
18 de noviembre de 2024$0,5900
12 de agosto de 2024$0,5900
10 de mayo de 2024$0,5900
1 de marzo de 2024$0,5900
10 de noviembre de 2023$0,5700
11 de agosto de 2023$0,5700
12 de mayo de 2023$0,5700
3 de marzo de 2023$0,5700
10 de noviembre de 2022$0,5500
12 de agosto de 2022$0,5500
13 de mayo de 2022$0,5500
4 de marzo de 2022$0,5500
12 de noviembre de 2021$1,7000

CNS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

VENTA 10 analistas
  • Compra fuerte 0 0,0%
  • Compra 1 10,0%
  • Mantener 3 30,0%
  • Venta 5 50,0%
  • Venta fuerte 1 10,0%

Precio objetivo a 12 meses

3 analistas · 2026-08-15
Objetivo mediano $80.00 -1,8%
Objetivo medio $76.00 -6,7%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
-0.01%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $0.85 $0.86 -0.01%
31 de marzo de 2026 $0.79 $0.82 -0.03%
31 de diciembre de 2025 $0.81 $0.82 -0.01%
30 de septiembre de 2025 $0.81 $0.78 0.03%
30 de junio de 2025 $0.73 $0.76 -0.03%
31 de marzo de 2025 $0.75 $0.77 -0.02%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
CNS $3.20B 21.1 7.5% 27.6% 28.5%
MAIN $5.43B 15.3 16.8%
OTF $6.75B 7.9 9.0%
FHI 10.2 10.3% 22.4% 34.9%
GBDC $3.64B 9.6 9.4%
APAM $3.29B 10.1 7.6% 24.3% 70.2%
AB
FSK $4.15B 370.2 0.18%
AAMI 21.3 11.5% 14.2%
HTGC

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 13
Datos anuales de Estado de resultados para CNS
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +77.1% $556M $517M $490M $567M $584M $428M $411M $381M $379M $350M $329M $314M
SG&A Expense 12-point trend, +50.5% $71M $60M $67M $55M $48M $56M $48M $48M $42M $43M $51M $47M
Operating Expenses 12-point trend, +97.1% $378M $345M $325M $351M $323M $332M $251M $234M $224M $216M $201M $192M
Operating Income 12-point trend, +45.8% $178M $173M $164M $216M $260M $95M $160M $147M $155M $136M $128M $122M
Other Non-op 12-point trend, -659.3% $-4M $738.0K $-3M $-753.0K $-89.0K $-916.0K $-974.0K $579.0K $-699.0K $780.0K $-1M $-504.0K
Pretax Income 12-point trend, +67.7% $205M $210M $180M $197M $282M $93M $188M $144M $160M $143M $113M $122M
Income Tax 11-point trend, +1.0% · $47M $44M $47M $56M $18M $41M $34M $68M $51M $48M $46M
Net Income 12-point trend, +102.9% $153M $151M $129M $171M $211M $77M $135M $114M $92M $93M $65M $76M
EPS (Basic) 12-point trend, +76.9% $2.99 $3.00 $2.62 $3.51 $4.38 $1.60 $2.85 $2.43 $1.98 $2.02 $1.42 $1.69
EPS (Diluted) 12-point trend, +80.0% $2.97 $2.97 $2.60 $3.47 $4.31 $1.57 $2.79 $2.40 $1.96 $2.00 $1.41 $1.65
Shares (Basic) 12-point trend, +14.2% 51,168,000 50,409,000 49,308,000 48,781,000 48,316,000 47,800,000 47,273,000 46,794,000 46,353,000 45,951,000 45,433,000 44,788,000
Shares (Diluted) 12-point trend, +12.9% 51,526,000 50,938,000 49,553,000 49,297,000 49,090,000 48,676,000 48,297,000 47,381,000 46,979,000 46,432,000 45,897,000 45,643,000
EBITDA 12-point trend, +53.8% $188M $182M $169M $220M $264M $100M $165M $152M $155M $136M $128M $122M
Balance general 18
Datos anuales de Balance general para CNS
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +16.4% $145M $183M $187M $247M $184M $41M $101M $93M $193M $183M $143M $125M
Receivables 2-point trend, +7.2% $80M $74M · · · · · · · · · ·
PP&E (Net) 12-point trend, +481.5% $65M $69M $66M $9M $9M $10M $12M $14M $15M $16M $10M $11M
PP&E (Gross) 12-point trend, +198.8% $100M $94M $116M $54M $50M $48M $46M $43M $48M $45M $36M $33M
Accum. Depreciation 12-point trend, +56.3% $35M $26M $50M $45M $41M $38M $33M $29M $33M $29M $26M $22M
Goodwill 12-point trend, -1.7% $19M $18M $18M $18M $18M $19M $18M $19M $19M $18M $18M $19M
Intangibles 5-point trend, -22.5% · · · · · · · $1M $1M $1M $2M $2M
Total Assets 12-point trend, +212.3% $877M $812M $737M $673M $493M $348M $402M $481M $410M $334M $305M $281M
Capital Leases 8-point trend, +154.7% $138M $141M $140M $139M $25M $35M $43M $54M · · · ·
Total Liabilities 12-point trend, +365.8% $243M $237M $244M $246M $148M $124M $135M $144M $87M $67M $62M $52M
Common Stock 12-point trend, +20.0% $583.0K $575.0K $558.0K $551.0K $543.0K $535.0K $527.0K $518.0K $511.0K $504.0K $497.0K $486.0K
Paid-in Capital 12-point trend, +102.9% $993M $943M $818M $769M $716M $670M $637M $602M $570M $544M $520M $489M
Retained Earnings 12-point trend, +25.9% $-106M $-129M $-158M $-171M $-232M $-292M $-242M $-208M $-138M $-128M $-148M $-143M
Treasury Stock 12-point trend, +173.5% $321M $293M $272M $250M $223M $201M $175M $164M $154M $145M $137M $117M
AOCI 12-point trend, -194.4% $-5M $-10M $-8M $-11M $-6M $-4M $-6M $-7M $-4M $-6M $-4M $-2M
Stockholders' Equity 12-point trend, +146.5% $562M $512M $381M $338M $255M $174M $214M $223M $276M $266M $232M $228M
Liabilities + Equity 12-point trend, +212.3% $877M $812M $737M $673M $493M $348M $402M $481M $410M $334M $305M $281M
Shares Outstanding 12-point trend, +13.9% 51,032,114 50,574,641 49,155,000 48,723,000 48,270,000 47,788,000 47,250,000 46,768,000 46,315,000 45,890,000 45,440,000 44,793,000
Flujo de Efectivo 16
Datos anuales de Flujo de Efectivo para CNS
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +115.8% $10M $9M $4M $4M $4M $5M $4M $4M $4M $4M $4M $5M
Stock-based Comp 12-point trend, +84.4% $46M $52M $44M $49M $40M $29M $28M $25M $22M $22M $23M $25M
Deferred Tax 12-point trend, +301.1% $561.0K $-297.0K $537.0K $-1M $104.0K $107.0K $96.0K $-1M $-314.0K $-900.0K $7M $-279.0K
Amort. of Intangibles 6-point trend, -100.0% · · · · · · $0 $95.0K $89.0K $89.0K $89.0K $89.0K
Other Non-cash 8-point trend, -378.1% $-330M $-116M $-6M $-162M $-13M $-21M $-25M $-69M · · · ·
Operating Cash Flow 12-point trend, -320.7% $-120M $97M $172M $62M $243M $89M $141M $73M $64M $115M $90M $55M
CapEx 12-point trend, +1.1% $6M $12M $57M $4M $3M $3M $3M $3M $3M $10M $2M $6M
Investing Cash Flow 12-point trend, -15.0% $8M $-120M $-115M $-3M $48M $-2M $36M $-53M $6M $3M $397.0K $10M
Stock Issued 12-point trend, +95.7% $961.0K $1M $1M $1M $1M $859.0K $741.0K $597.0K $636.0K $642.0K $539.0K $491.0K
Stock Repurchased 12-point trend, +142.4% $28M $21M $22M $27M $23M $26M $10M $11M $9M $8M $19M $12M
Net Stock Activity 12-point trend, -144.5% $-27M $-20M $-20M $-26M $-22M $-25M $-10M $-10M $-9M $-7M $-19M $-11M
Dividends Paid 12-point trend, +50.7% $127M $119M $112M $107M $148M $122M $163M $179M $98M $71M $68M $84M
Financing Cash Flow 12-point trend, +212.5% $74M $18M $-119M $9M $-145M $-149M $-170M $-118M $-60M $-75M $-71M $-66M
Net Change in Cash 7-point trend, -5064.2% · · $-62M $68M $145M $-61M $7M · · · $19M $-1M
Taxes Paid 12-point trend, +210.4% $52M $47M $46M $-64M $-46M $-28M $-37M $-37M $-58M $-49M $-31M $-47M
Free Cash Flow 12-point trend, -359.8% $-126M $85M $115M $57M $240M $87M $139M $69M $61M $105M $87M $49M
Rentabilidad 7
Datos anuales de Rentabilidad para CNS
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -17.7% 32.0% 33.4% 33.6% 38.1% 44.6% 22.2% 39.0% 38.6% 40.9% 38.7% 38.8% 38.8%
Net Margin 12-point trend, +14.6% 27.6% 29.2% 26.4% 30.2% 36.2% 17.9% 32.8% 29.9% 24.3% 26.6% 19.6% 24.1%
Pretax Margin 12-point trend, -5.3% 36.8% 40.5% 36.8% 34.7% 48.3% 21.8% 45.6% 37.7% 42.4% 41.0% 34.3% 38.9%
EBITDA Margin 12-point trend, -13.2% 33.7% 35.2% 34.4% 38.9% 45.3% 23.3% 40.1% 39.8% 40.9% 38.7% 38.8% 38.8%
ROA 12-point trend, -33.3% 18.1% 19.5% 18.3% 29.3% 50.3% 20.4% 30.5% 27.0% 24.7% 29.1% 22.0% 27.2%
ROE 12-point trend, -14.7% 28.5% 33.9% 35.9% 54.6% 81.3% 37.4% 54.7% 45.7% 34.0% 37.4% 28.1% 33.5%
ROIC 11-point trend, -20.9% · 26.2% 32.7% 48.6% 81.8% 43.9% 58.7% 50.3% 32.4% 33.0% 31.4% 33.2%
Eficiencia 2
Datos anuales de Eficiencia para CNS
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -41.7% 0.7 0.7 0.7 1.0 1.4 1.1 0.9 0.9 1.0 1.1 1.1 1.1
Receivables Turnover 7.2 · · · · · · · · · · ·
Por Acción 6
Datos anuales de Por Acción para CNS
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +116.4% $11.01 $10.12 $6.83 $6.13 $4.70 $3.26 $4.52 $4.81 $5.95 $5.79 $5.10 $5.09
Revenue / Share 12-point trend, +56.9% $10.79 $10.16 $9.88 $11.50 $11.89 $8.78 $8.51 $8.04 $8.05 $7.54 $7.16 $6.88
Cash Flow / Share 12-point trend, -295.5% $-2.34 $1.90 $3.47 $1.25 $4.95 $1.83 $2.93 $1.53 $1.37 $2.48 $1.96 $1.20
Cash / Share 12-point trend, +2.2% $2.85 $3.62 $3.36 $4.49 $3.40 $0.77 $2.15 $2.00 $4.18 $3.99 $3.14 $2.79
Dividend / Share 12-point trend, +31.9% $2 $2 $2 $2 $3 $3 $3 $4 $2 $2 $2 $2
EPS (TTM) 12-point trend, +80.0% $2.97 $2.97 $2.60 $3.47 $4.31 $1.57 $2.79 $2.40 $1.96 $2.00 $1.41 $1.65
Tasas de Crecimiento 10
Datos anuales de Tasas de Crecimiento para CNS
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -79.5% 7.5% 5.7% -13.6% -2.9% 36.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -113.9% -0.64% -4.0% 4.6% · · · · · · · · ·
Revenue CAGR 5Y 5.4% · · · · · · · · · · ·
EPS YoY 5-point trend, -100.0% 0.00% 14.2% -25.1% -19.5% 174.5% · · · · · · ·
EPS CAGR 3Y 3-point trend, -127.6% -5.1% -11.7% 18.3% · · · · · · · · ·
EPS CAGR 5Y 13.6% · · · · · · · · · · ·
Net Income YoY 5-point trend, -99.3% 1.3% 17.2% -24.6% -19.1% 176.0% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -118.9% -3.6% -10.6% 19.0% · · · · · · · · ·
Net Income CAGR 5Y 14.9% · · · · · · · · · · ·
Dividend CAGR 5Y 0.71% · · · · · · · · · · ·
Valoración (TTM) 13
Datos anuales de Valoración (TTM) para CNS
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +77.1% $556M $517M $490M $567M $584M $428M $411M $381M $379M $350M $329M $314M
Net Income TTM 12-point trend, +102.9% $153M $151M $129M $171M $211M $77M $135M $114M $92M $93M $65M $76M
Market Cap 12-point trend, +70.0% $3.20B $4.67B $4.22B $3.55B $5.02B $3.97B $2.97B $1.59B $2.19B $1.54B $1.39B $1.88B
P/E 12-point trend, -17.1% 21.1 31.1 29.1 18.6 21.5 47.3 22.5 14.3 24.1 16.8 21.6 25.5
P/S 12-point trend, -4.0% 5.8 9.0 8.6 6.3 8.6 9.3 7.2 4.2 5.8 4.4 4.2 6.0
P/B 12-point trend, -31.0% 5.7 9.1 11.1 10.5 19.7 22.8 13.9 7.1 7.9 5.8 6.0 8.3
P / Tangible Book 6-point trend, -77.0% 5.9 9.4 11.6 11.1 21.2 25.6 · · · · · ·
P / Cash Flow 12-point trend, -177.0% -26.6 48.3 24.6 57.6 20.7 44.5 21.0 21.9 34.1 13.4 15.4 34.5
P / FCF 12-point trend, -165.4% -25.3 54.9 36.7 61.9 20.9 45.8 21.4 23.0 35.9 14.7 15.9 38.7
Dividend Yield 12-point trend, -11.4% 4.0% 2.5% 2.7% 3.0% 2.9% 3.1% 5.5% 11.2% 4.5% 4.6% 4.9% 4.5%
Earnings Yield 12-point trend, +20.7% 4.7% 3.2% 3.4% 5.4% 4.7% 2.1% 4.5% 7.0% 4.1% 5.9% 4.6% 3.9%
Payout Ratio 12-point trend, -25.7% 82.8% 78.8% 87.1% 62.8% 69.8% 159.9% 120.9% 157.1% 106.9% 76.2% 105.6% 111.6%
Annual Payout 12-point trend, +50.7% $127M $119M $112M $107M $148M $122M $163M $179M $98M $71M $68M $84M

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $556M$517M$490M$567M$584M
Margen Operativo % 32.0%33.4%33.6%38.1%44.6%
Beneficio neto $153M$151M$129M$171M$211M
EPS Diluido $2.97$2.97$2.60$3.47$4.31
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $-126M$85M$115M$57M$240M

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

📊

Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Propietarios institucionales (13F) 333 declarantes · $1.6B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
49 (-6 vs trimestre anterior) 28 (-5 vs trimestre anterior) 136 (+37 vs trimestre anterior) 66 (-24 vs trimestre anterior) +314K

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
WASATCH ADVISORS LP $131 199 157 2 097 509 8,18% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $129 586 854 1 701 955 8,08% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $96 032 184 1 261 258 5,99% Acciones
STATE STREET CORP $90 783 473 1 192 323 5,66% Acciones
DIMENSIONAL FUND ADVISORS LP $85 825 863 1 127 211 5,35% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $81 043 340 1 064 399 5,05% Acciones
VICTORY CAPITAL MANAGEMENT INC $73 291 679 962 591 4,57% Acciones
GOLDMAN SACHS GROUP INC $62 804 231 824 852 3,91% Acciones
GEODE CAPITAL MANAGEMENT, LLC $59 561 801 782 117 3,71% Acciones
Copeland Capital Management, LLC $48 037 926 630 915 2,99% Acciones
Woodline Partners LP $39 488 717 518 633 2,46% Acciones
MILLENNIUM MANAGEMENT LLC $36 940 006 485 159 2,30% Acciones
AQR CAPITAL MANAGEMENT LLC $33 752 951 443 301 2,10% Acciones
DAVENPORT & Co LLC $32 031 376 424 183 2,00% Acciones
TWO SIGMA INVESTMENTS, LP $28 163 805 369 895 1,76% Acciones
Grantham, Mayo, Van Otterloo & Co. LLC $27 743 741 364 378 1,73% Acciones
SEGALL BRYANT & HAMILL, LLC $26 942 977 353 861 1,68% Acciones
NORGES BANK $26 927 139 353 653 1,68% Acciones
GAMCO INVESTORS, INC. ET AL $26 791 610 351 873 1,67% Acciones
Boston Trust Walden Corp $22 861 111 300 251 1,43% Acciones
MetLife Investment Management, LLC $21 558 280 283 140 1,34% Acciones
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $18 285 758 240 160 1,14% Acciones
Clearbridge Investments, LLC $16 880 999 221 710 1,05% Acciones
GABELLI FUNDS LLC $15 218 254 199 872 0,95% Acciones
FMR LLC $15 207 671 199 733 0,95% Acciones
VANGUARD FIDUCIARY TRUST CO $15 113 714 198 499 0,94% Acciones
Aristotle Capital Boston, LLC $13 192 228 173 262 0,82% Acciones
VANGUARD GROUP INC $11 742 308 187 039 0,73% Acciones
BAMCO INC /NY/ $11 688 328 153 511 0,73% Acciones
BOURGEON CAPITAL MANAGEMENT LLC $11 068 853 145 375 0,69% Acciones
ENVESTNET ASSET MANAGEMENT INC $10 259 793 134 749 0,64% Acciones
NICHOLAS COMPANY, INC. $9 568 133 125 665 0,60% Acciones
LANDMARK INVESTMENT PARTNERS, L.P. $9 161 360 108 850 0,57% Acciones
Public Sector Pension Investment Board $8 930 156 117 286 0,56% Acciones
MORGAN STANLEY $8 457 098 111 073 0,53% Acciones
Marathon Partners Equity Management, LLC $7 614 000 100 000 0,47% Acciones
RAYMOND JAMES FINANCIAL INC $7 467 264 98 073 0,47% Acciones
ProShare Advisors LLC $6 985 007 91 739 0,44% Acciones
ALPS ADVISORS INC $6 788 262 89 155 0,42% Acciones
Fisher Asset Management, LLC $6 538 374 85 873 0,41% Acciones
Congress Wealth Management LLC / DE / $6 517 658 86 498 0,41% Acciones
TEACHER RETIREMENT SYSTEM OF TEXAS $6 367 056 83 623 0,40% Acciones
AMERIPRISE FINANCIAL INC $6 030 897 79 208 0,38% Acciones
Taylor Hoffman Capital Management LLC $5 472 182 71 870 0,34% Acciones
RHUMBLINE ADVISERS $5 250 441 68 958 0,33% Acciones
Jefferies Financial Group Inc. $5 119 958 67 244 0,32% Acciones
Assenagon Asset Management S.A. $5 020 976 65 944 0,31% Acciones
BlackRock, Inc. $4 460 966 58 589 0,28% Acciones
NAVELLIER & ASSOCIATES INC $4 341 607 57 021 0,27% Acciones
Swiss National Bank $4 324 752 56 800 0,27% Acciones
FIRST TRUST ADVISORS LP $4 040 521 53 067 0,25% Acciones
Voleon Capital Management LP $3 975 955 52 219 0,25% Acciones
AMERICAN CENTURY COMPANIES INC $3 832 126 50 330 0,24% Acciones
TWO SIGMA ADVISERS, LP $3 741 688 59 600 0,23% Acciones
CITADEL ADVISORS LLC $3 511 577 46 120 0,22% Acciones
XTX Topco Ltd $3 386 327 44 475 0,21% Acciones
Legal & General Group Plc $3 238 844 42 538 0,20% Acciones
SEI INVESTMENTS CO $3 216 420 42 240 0,20% Acciones
Quantinno Capital Management LP $3 032 229 39 824 0,19% Acciones
BANK OF AMERICA CORP /DE/ $2 954 385 38 802 0,18% Acciones
BARCLAYS PLC $2 767 156 36 343 0,17% Acciones
ALLIANCEBERNSTEIN L.P. $2 693 403 43 060 0,17% Acciones
IEQ CAPITAL, LLC $2 671 261 35 084 0,17% Acciones
Mariner, LLC $2 603 269 34 192 0,16% Acciones
D. E. Shaw & Co., Inc. $2 504 168 32 889 0,16% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $2 466 479 32 394 0,15% Acciones
Schonfeld Strategic Advisors LLC $2 441 199 32 062 0,15% Acciones
Holocene Advisors, LP $2 388 893 31 375 0,15% Acciones
STIFEL FINANCIAL CORP $2 369 914 31 125 0,15% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2 298 775 36 751 0,14% Acciones
Jump Financial, LLC $2 210 039 29 026 0,14% Acciones
PRUDENTIAL FINANCIAL INC $2 188 644 28 745 0,14% Acciones
Aquatic Capital Management LLC $2 187 578 28 731 0,14% Acciones
ROYCE & ASSOCIATES LP $2 155 371 28 308 0,13% Acciones
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $2 047 861 26 896 0,13% Acciones
WELLS FARGO & COMPANY/MN $2 040 400 26 798 0,13% Acciones
ExodusPoint Capital Management, LP $2 030 654 26 670 0,13% Acciones
Carnegie Investment Counsel $2 021 136 26 545 0,13% Acciones
Sanctuary Advisors, LLC $1 973 847 25 924 0,12% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $1 943 550 25 526 0,12% Acciones
EFG Asset Management (North America) Corp. $1 942 206 29 582 0,12% Acciones
CAPTRUST FINANCIAL ADVISORS $1 810 324 23 776 0,11% Acciones
RENAISSANCE TECHNOLOGIES LLC $1 797 818 23 612 0,11% Acciones
Mirae Asset Global Investments Co., Ltd. $1 766 143 23 196 0,11% Acciones
Nuveen, LLC $1 707 516 22 426 0,11% Acciones
MERCER GLOBAL ADVISORS INC /ADV $1 701 385 22 345 0,11% Acciones
Russell Investments Group, Ltd. $1 671 044 21 947 0,10% Acciones
VARCOV Co. $1 651 629 21 692 0,10% Acciones
Uniplan Investment Counsel, Inc. $1 507 344 19 797 0,09% Acciones
Corient Private Wealth LP $1 497 572 23 893 0,09% Acciones
B. Metzler seel. Sohn & Co. AG $1 475 593 19 380 0,09% Acciones
CITIGROUP INC $1 435 011 18 847 0,09% Acciones
VOLORIDGE INVESTMENT MANAGEMENT, LLC $1 427 549 18 749 0,09% Acciones
ISLAY CAPITAL MANAGEMENT, LLC $1 409 884 18 517 0,09% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 360 317 17 866 0,08% Acciones
MOODY NATIONAL BANK TRUST DIVISION $1 334 049 17 521 0,08% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1 268 684 16 391 0,08% Acciones
BNP PARIBAS FINANCIAL MARKETS $1 214 052 15 945 0,08% Acciones
Connor, Clark & Lunn Investment Management Ltd. $1 137 836 14 944 0,07% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1 136 542 14 927 0,07% Acciones

Informantes de la empresa 33 insiders · 9 directivos · 7 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Amit Muni Chief Financial Officer, EVP 8 de junio de 2026 A 11 562 0 0 $0
Jon Cheigh President and CIO 26 de mayo de 2026 S 66 670 0 1 $-753 375
Adam M Derechin Chief Operating Officer, EVP 21 de agosto de 2025 A 528 676 0 0 $0
Elena Dulik Chief Accounting Officer, SVP 20 de julio de 2026 S 22 146 0 1 $-91 476
Daniel Noonan Executive Vice President 16 de junio de 2026 S 0 0 1 $-337 159
Francis C Poli GC, Secretary, EVP 21 de agosto de 2025 A 68 167 0 0 $0
Michele Nolty Executive Vice President 26 de agosto de 2021 A 14 129 0 0 $0
John Todd Glickson Executive Vice President 2 de junio de 2020 A 57 509 0 0 $0
Douglas R Bond Executive Vice President 27 de enero de 2006 A 482 753 0 0 $0
Edmond D Villani Consejero 6 de julio de 2026 G 31 583 0 0 $0
Lisa Dolly Consejero 1 de julio de 2026 A 2 796 0 0 $0
Dasha Smith Consejero 1 de julio de 2026 A 10 267 0 0 $0
Karen Wilson Thissen Consejero 1 de julio de 2026 A 2 531 0 0 $0
Reena Aggarwal Consejero 1 de julio de 2026 A 17 414 0 0 $0
Frank T Connor Consejero 1 de julio de 2026 A 24 384 0 0 $0
Martin Cohen Consejero 1 de julio de 2026 A 950 434 0 0 $0
Joseph M Harvey 21 de agosto de 2025 A 1 287 031 0 0 $0
Raja A Dakkuri 24 de junio de 2025 F 22 373 0 0 $0
Brandon Brown 22 de mayo de 2025 A 10 096 0 0 $0
Charles Daniel P 22 de mayo de 2025 A 49 209 0 0 $0
Richard P Simon 20 de febrero de 2025 A 16 429 0 0 $0
Peter L Rhein 20 de febrero de 2025 A 19 821 0 0 $0
Robert Hamilton Steers 31 de enero de 2025 A 139 747 0 0 $0
Matthew S. Stadler 23 de mayo de 2024 A 147 846 0 0 $0
Alicia Dee 25 de mayo de 2023 A 5 400 0 0 $0
Anthony D. Ialeggio 31 de enero de 2014 D 29 209 0 0 $0
Bernard Winograd 2 de enero de 2014 A 27 402 0 0 $0
Bernard Matthew Doucette 5 de febrero de 2013 S 10 307 0 0 $0
Richard Bruce 9 de mayo de 2012 S 21 758 0 0 $0
John J Mccombe 31 de enero de 2008 F 232 592 0 0 $0
James Scott Corl 2 de enero de 2008 F 291 652 0 0 $0
Lawrence B Stoller 27 de enero de 2007 F 354 027 0 0 $0
Victor M. Gomez 2 de junio de 2006 S 160 458 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 76 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
AAUM · Tema ETF Trust 3,10% 1 029 NS 31 de mayo de 2026 N-PORT
ABLS · Abacus FCF ETF Trust 2,09% 364 NS 30 de abril de 2026 N-PORT
PEY · Invesco Exchange-Traded Fund Trust 1,62% 227 106 SH 19 de agosto de 2026 Diario
SMDV · ProShares Trust 1,02% 96 142 NS 31 de mayo de 2026 N-PORT
XSLV · Invesco Exchange-Traded Fund Trust … 0,87% 25 763 SH 19 de agosto de 2026 Diario
OUSM · ALPS ETF Trust 0,67% 83 950 NS 31 de mayo de 2026 N-PORT
XSHQ · Invesco Exchange-Traded Fund Trust … 0,59% 22 567 SH 19 de agosto de 2026 Diario
PSCF · Invesco Exchange-Traded Fund Trust … 0,49% 1 629 SH 19 de agosto de 2026 Diario
OMFS · Invesco Exchange-Traded Self-Indexe… 0,48% 16 453 SH 19 de agosto de 2026 Diario
EBIT · Harbor ETF Trust 0,16% 265 NS 30 de abril de 2026 N-PORT
IWO · iShares Trust 0,14% 249 390 SH 19 de agosto de 2026 Diario
QVMS · Invesco Exchange-Traded Fund Trust … 0,13% 4 034 SH 19 de agosto de 2026 Diario
FYC · First Trust Exchange-Traded AlphaDE… 0,12% 18 315 NS 30 de abril de 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,12% 31 808 SH 19 de agosto de 2026 Diario
VTWG · VANGUARD SCOTTSDALE FUNDS 0,12% 28 554 SH 19 de agosto de 2026 Diario
VFQY · VANGUARD WELLINGTON FUND 0,11% 6 909 SH 19 de agosto de 2026 Diario
VIOO · VANGUARD ADMIRAL FUNDS 0,11% 97 104 SH 19 de agosto de 2026 Diario
VIOG · VANGUARD ADMIRAL FUNDS 0,11% 15 199 SH 19 de agosto de 2026 Diario
GSSC · Goldman Sachs ETF Trust 0,11% 15 420 NS 31 de mayo de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,10% 34 560 SH 19 de agosto de 2026 Diario
BKSE · BNY Mellon ETF Trust 0,09% 990 NS 30 de abril de 2026 N-PORT
SAA · ProShares Trust 0,09% 329 NS 31 de mayo de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,08% 162 791 NS 30 de abril de 2026 N-PORT
IWM · iShares Trust 0,08% 744 870 SH 19 de agosto de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,07% 163 676 SH 19 de agosto de 2026 Diario
AVSC · AMERICAN CENTURY ETF TRUST 0,06% 25 824 NS 31 de mayo de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,06% 11 068 NS 30 de abril de 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,06% 374 887 SH 19 de agosto de 2026 Diario
RSSL · Global X Funds 0,06% 12 037 NS 30 de abril de 2026 N-PORT
ITWO · ProShares Trust 0,05% 1 306 NS 31 de mayo de 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,05% 61 805 NS 31 de mayo de 2026 N-PORT
SCHD · SCHWAB STRATEGIC TRUST 0,05% 655 855 NS 31 de mayo de 2026 N-PORT
ISCG · iShares Trust 0,05% 5 597 SH 19 de agosto de 2026 Diario
SCHA · SCHWAB STRATEGIC TRUST 0,04% 132 988 NS 31 de mayo de 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,04% 10 011 SH 19 de agosto de 2026 Diario
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 11 174 NS 30 de abril de 2026 N-PORT
ISCB · iShares Trust 0,04% 1 333 SH 19 de agosto de 2026 Diario
ISCV · iShares Trust 0,04% 3 019 SH 19 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,03% 648 797 SH 19 de agosto de 2026 Diario
VFH · VANGUARD WORLD FUND 0,03% 46 061 SH 19 de agosto de 2026 Diario
UWM · ProShares Trust 0,03% 1 021 NS 31 de mayo de 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,03% 1 709 NS 30 de abril de 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,02% 7 441 NS 30 de abril de 2026 N-PORT
WSML · iShares Trust 0,02% 1 856 SH 19 de agosto de 2026 Diario
DXUV · Dimensional ETF Trust 0,02% 1 253 NS 30 de abril de 2026 N-PORT
URTY · ProShares Trust 0,02% 1 033 NS 31 de mayo de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,02% 317 826 SH 19 de agosto de 2026 Diario
DFAC · Dimensional ETF Trust 0,02% 103 280 NS 30 de abril de 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,02% 1 029 NS 31 de mayo de 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 4 482 NS 30 de abril de 2026 N-PORT