HLNE Hamilton Lane Incorporated - Class A Common Stock
HLNE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
HLNE 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
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 18 de junio de 2026 | $0,6000 |
| 20 de marzo de 2026 | $0,5400 |
| 19 de diciembre de 2025 | $0,5400 |
| 19 de septiembre de 2025 | $0,5400 |
| 20 de junio de 2025 | $0,5400 |
| 14 de marzo de 2025 | $0,4900 |
| 16 de diciembre de 2024 | $0,4900 |
| 16 de septiembre de 2024 | $0,4900 |
| 14 de junio de 2024 | $0,4900 |
| 14 de marzo de 2024 | $0,4450 |
| 14 de diciembre de 2023 | $0,4450 |
| 14 de septiembre de 2023 | $0,4450 |
| 14 de junio de 2023 | $0,4450 |
| 14 de marzo de 2023 | $0,4000 |
| 14 de diciembre de 2022 | $0,4000 |
| 14 de septiembre de 2022 | $0,4000 |
| 14 de junio de 2022 | $0,4000 |
| 14 de marzo de 2022 | $0,3500 |
| 14 de diciembre de 2021 | $0,3500 |
| 14 de septiembre de 2021 | $0,3500 |
HLNE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 23,1%
- Compra 8 61,5%
- Mantener 2 15,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-19Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de diciembre de 2026 | $1.49 | $1.46 | — |
| 30 de junio de 2026 | $1.94 | $1.57 | 0.37% |
| 31 de marzo de 2026 | $1.49 | $1.46 | 0.03% |
| 31 de diciembre de 2025 | $1.55 | $1.35 | 0.20% |
| 30 de septiembre de 2025 | $1.54 | $1.12 | 0.42% |
| 30 de junio de 2025 | $1.31 | $1.03 | 0.28% |
| 31 de marzo de 2025 | $1.21 | $1.20 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| HLNE | — | — | 6.5% | 32.8% | 30.5% | — |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | — | 12.7 | 1.6% | 34.5% | 21.8% | — |
| GLXY | — | — | 41.8% | -0.40% | -11.6% | — |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | — |
| STEP | — | -7.0 | 69.7% | -26.9% | 457.6% | — |
| BXSL | $6.11B | 10.7 | — | — | 9.0% | — |
| OBDC | $6.21B | 10.0 | — | — | 8.3% | — |
| MAIN | $5.43B | 15.3 | — | — | 16.8% | — |
| OTF | $6.75B | 7.9 | — | — | 9.0% | — |
| FHI | — | 10.2 | 10.3% | 22.4% | 34.9% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 10
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $759M | $713M | $554M | $529M | $368M | $342M | $274M | $252M | $244M | $180M | |
| SG&A Expense | · | · | · | · | · | $49M | $57M | $49M | · | · | |
| Operating Expenses | $434M | $396M | $308M | $289M | $198M | $186M | $158M | $148M | $121M | $104M | |
| Interest Expense | · | · | · | · | · | $2M | $3M | $3M | $6M | $15M | |
| Other Non-op | $2M | $8M | $-3M | $-5M | $64M | $6M | $6M | $21M | $5M | $83.0K | |
| Pretax Income | $463M | $362M | $282M | $243M | $314M | $193M | $141M | $130M | $140M | $75M | |
| Income Tax | $75M | $49M | $54M | $55M | $66M | $24M | $14M | $31M | $33M | $316.0K | |
| Net Income | $249M | $217M | $141M | $109M | $146M | $98M | $61M | $34M | $17M | $612.0K | |
| EPS (Diluted) | · | · | · | · | $3.98 | $2.81 | $2.15 | $1.40 | · | · | |
| EBITDA | $10M | $9M | $8M | $7M | $5M | · | $3M | $3M | $2M | · |
Balance general 15
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $87M | $50M | $49M | $48M | $32M | |
| PP&E (Net) | $35M | $38M | $33M | $28M | $29M | $23M | $7M | $8M | $5M | $4M | |
| PP&E (Gross) | $67M | $63M | $51M | $41M | $36M | $33M | $18M | $18M | $14M | $15M | |
| Accum. Depreciation | $32M | $25M | $18M | $12M | $7M | $10M | $10M | $10M | $10M | $11M | |
| Goodwill | $10M | $10M | $10M | $10M | $10M | $4M | $4M | $4M | $4M | $1M | |
| Intangibles | $1M | $3M | $5M | $6M | $13M | $8M | $8M | $3M | $3M | $400.0K | |
| Total Assets | $2.30B | $1.69B | $1.27B | $1.14B | $1.29B | $1.14B | $474M | $361M | $294M | $241M | |
| Total Liabilities | $838M | $766M | $595M | $566M | $557M | $546M | $236M | $191M | $158M | $154M | |
| Long-term Debt | $278M | $290M | $196M | $214M | $214M | $163M | $75M | $71M | $84M | $84M | |
| Paid-in Capital | $299M | $262M | $208M | $172M | $162M | $151M | $108M | $92M | $74M | $62M | |
| Retained Earnings | $615M | · | · | · | · | · | · | $18M | $5M | $612.0K | |
| Treasury Stock | · | · | · | · | · | · | · | · | $0 | $2M | |
| AOCI | $1M | $-141.0K | $0 | · | · | · | $-78.0K | $7.0K | $0 | $-311.0K | |
| Stockholders' Equity | $915M | $717M | $525M | $415M | $347M | $238M | $155M | $110M | $78M | $60M | |
| Liabilities + Equity | $2.30B | $1.69B | $1.27B | $1.14B | $1.29B | $1.14B | $474M | $361M | $294M | $241M |
Flujo de Efectivo 19
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $9M | $8M | $7M | $5M | $4M | $3M | $3M | $2M | $2M | |
| Stock-based Comp | $51M | $31M | $12M | $10M | $7M | $7M | $7M | $6M | $6M | $5M | |
| Deferred Tax | $28M | $12M | $17M | $20M | $24M | $7M | $8M | $22M | $23M | $26.0K | |
| Amort. of Intangibles | $1M | $2M | $2M | $2M | $3M | $1M | $607.0K | $459.0K | $326.0K | $91.0K | |
| Other Non-cash | $87M | $31M | $-57M | $80M | $-13M | · | $37M | $47M | $49M | · | |
| Operating Cash Flow | $425M | $301M | $121M | $227M | $170M | $188M | $116M | $112M | $97M | $82M | |
| CapEx | $6M | $12M | $11M | $5M | $9M | $19M | $2M | $5M | $2M | $1M | |
| Investing Cash Flow | $-495M | $-118M | $-122M | $178M | $-70M | $-422M | $-50M | $-19M | $-22M | $-17M | |
| Debt Issued | · | · | $0 | $32M | $25M | $75M | $75M | $0 | $75M | · | |
| Net Debt Issued | · | · | $0 | $32M | $25M | · | $75M | · | · | · | |
| Stock Issued | $55M | $248M | $202M | $44M | $74M | $473M | $147M | $194M | $125M | $0 | |
| Stock Repurchased | · | $2.0K | $2.0K | $0 | $1.0K | $5.0K | $2.0K | $2.0K | $2.0K | · | |
| Net Stock Activity | $55M | $248M | $202M | $44M | $74M | · | $147M | $194M | · | · | |
| Dividends Paid | $88M | $76M | $65M | $72M | $50M | $40M | $29M | $19M | $10M | $0 | |
| Financing Cash Flow | $156M | $-19M | $4M | $-364M | $-113M | $271M | $-65M | $-90M | $-60M | $-101M | |
| Net Change in Cash | $88M | $164M | $3M | $40M | $-14M | $37M | $2M | $2M | $15M | $-36M | |
| Taxes Paid | $54M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $419M | $289M | $110M | $222M | $161M | · | $114M | $106M | $94M | · | |
| Levered FCF | · | · | · | · | · | · | $112M | $104M | $90M | · |
Rentabilidad 5
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 32.8% | 30.5% | 25.4% | 20.6% | 39.7% | · | 22.2% | 13.3% | · | · | |
| Pretax Margin | 61.0% | 50.8% | 50.9% | 45.9% | 85.3% | · | 51.4% | 51.4% | · | · | |
| EBITDA Margin | 1.3% | 1.3% | 1.5% | 1.4% | 1.5% | · | 1.2% | 1.2% | · | · | |
| ROA | 12.5% | 14.7% | 11.7% | 9.0% | 12.0% | · | 14.6% | 10.3% | 6.5% | · | |
| ROE | 30.5% | 35.0% | 29.9% | 28.6% | 49.9% | · | 45.9% | 35.6% | 25.1% | · |
Eficiencia 1
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.5 | 0.5 | 0.4 | 0.3 | · | 0.7 | 0.8 | · | · |
Tasas de Crecimiento 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | 28.7% | 4.7% | 43.7% | 7.7% | · | · | · | · | · | |
| Revenue CAGR 3Y | 12.8% | 24.7% | 17.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 17.3% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | · | · | 41.6% | · | · | · | · | · | |
| Net Income YoY | 14.6% | 54.4% | 29.1% | -25.2% | 48.9% | · | · | · | · | · | |
| Net Income CAGR 3Y | 31.7% | 14.2% | 12.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.5% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 17.2% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $759M | $713M | $554M | $529M | $368M | $342M | $274M | $252M | $244M | $180M | |
| Net Income TTM | $249M | $217M | $141M | $109M | $146M | $98M | $61M | $34M | $17M | $612.0K | |
| P/E | · | · | · | · | 19.4 | 31.5 | 25.7 | 31.1 | · | · | |
| Earnings Yield | · | · | · | · | 5.1% | 3.2% | 3.9% | 3.2% | · | · | |
| Payout Ratio | 35.2% | 34.9% | 46.4% | 66.4% | 34.0% | · | 47.8% | 55.6% | 54.9% | · | |
| Annual Payout | $88M | $76M | $65M | $72M | $50M | $40M | $29M | $19M | $10M | $0 |
Estado de resultados 7
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $275M | $194M | $199M | $191M | $176M | $198M | $168M | $150M | $197M | $177M | $125M | $127M | $125M | $127M | $153M | $136M | |
| Operating Expenses | $149M | $111M | $113M | $111M | $99M | $114M | $93M | $83M | $107M | $93M | $74M | $71M | $70M | $69M | $84M | $73M | |
| Other Non-op | $-595.0K | $-629.0K | $3M | $35.0K | $447.0K | $-3M | $453.0K | $1M | $10M | $-2M | $-8.0K | $-1M | $232.0K | $-28M | $12M | $4M | |
| Pretax Income | $150M | $130M | $120M | $118M | $95M | $88M | $90M | $77M | $107M | $97M | $50M | $66M | $68M | $34M | $73M | $68M | |
| Income Tax | $25M | $16M | $27M | $14M | $18M | $15M | $13M | $1M | $20M | $20M | $16M | $2M | $16M | $12M | $15M | $11M | |
| Net Income | $80M | $66M | $58M | $71M | $54M | $50M | $53M | $55M | $59M | $48M | $20M | $42M | $31M | $10M | $35M | $33M | |
| EBITDA | $3M | · | · | · | $3M | · | · | · | $2M | · | · | · | $2M | · | · | $2M |
Balance general 13
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $35M | $35M | $35M | $36M | $37M | $38M | $36M | $32M | $33M | $33M | $33M | $32M | $30M | $28M | $29M | $29M | |
| PP&E (Gross) | · | $67M | · | · | · | $63M | · | · | · | $51M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $32M | · | · | · | $25M | · | · | · | $18M | · | · | · | · | · | · | |
| Goodwill | · | $10M | · | · | · | $10M | · | · | · | $10M | · | · | · | · | · | · | |
| Intangibles | · | $1M | · | · | · | $3M | · | · | · | $5M | · | · | · | · | · | · | |
| Total Assets | $2.54B | $2.30B | $2.17B | $1.98B | $1.80B | $1.69B | $1.59B | $1.42B | $1.37B | $1.27B | $1.21B | $1.36B | $1.20B | $1.12B | $1.39B | $1.35B | |
| Total Liabilities | $847M | $838M | $845M | $822M | $807M | $766M | $729M | $622M | $635M | $595M | $585M | $577M | $558M | $594M | $587M | $585M | |
| Long-term Debt | $274M | $278M | $280M | $286M | $289M | $290M | $292M | $195M | $196M | $196M | $197M | $197M | $198M | $199M | $194M | $221M | |
| Paid-in Capital | $268M | $299M | $305M | $289M | $272M | $262M | $224M | $215M | $210M | $208M | $182M | $179M | $177M | $167M | $165M | $163M | |
| Retained Earnings | $670M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $638.0K | $1M | $1M | $1M | $140.0K | $-141.0K | · | · | · | $0 | · | · | · | · | · | · | |
| Stockholders' Equity | $939M | $915M | $877M | $826M | $759M | $717M | $649M | $607M | $566M | $525M | $468M | $463M | $435M | $395M | $391M | $369M | |
| Liabilities + Equity | $2.54B | $2.30B | $2.17B | $1.98B | $1.80B | $1.69B | $1.59B | $1.42B | $1.37B | $1.27B | $1.21B | $1.36B | $1.20B | $1.12B | $1.39B | $1.35B |
Flujo de Efectivo 13
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $13M | $13M | $13M | $12M | $13M | $12M | $12M | $5M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | |
| Other Non-cash | $-19M | · | · | · | $60M | · | · | · | $15M | · | · | · | $22M | · | · | $24M | |
| Operating Cash Flow | $77M | $103M | $74M | $119M | $129M | $39M | $64M | $117M | $80M | $22M | $-36M | $78M | $58M | $58M | $95M | $61M | |
| CapEx | $2M | $2M | $2M | $1M | $1M | $3M | $6M | $2M | $2M | $2M | $3M | $3M | $3M | $771.0K | $783.0K | $2M | |
| Investing Cash Flow | $-147M | $-150M | $-117M | $-134M | $-94M | $-50M | $-43M | $-27M | $2M | $-28M | $-9M | $-45M | $-40M | $262M | $-4M | $-56M | |
| Debt Issued | · | · | · | · | · | · | · | $0 | $0 | · | $10M | $10M | $10M | $0 | $0 | $25M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $0 | · | · | · | $0 | · | · | · | |
| Stock Issued | · | $0 | $0 | · | · | $248M | $0 | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $23M | $23M | $23M | $22M | $20M | $19M | $19M | $19M | $18M | $17M | $17M | $17M | $15M | $15M | $15M | $13M | |
| Financing Cash Flow | $48M | $69M | $57M | $26M | $3M | $-33M | $73M | $-28M | $-30M | $-43M | $-20M | $72M | $-5M | $-292M | $-53M | $6M | |
| Net Change in Cash | $-22M | $24M | $14M | $12M | $39M | $-44M | $94M | $62M | $51M | $-50M | $-65M | $105M | $13M | $28M | $38M | $11M | |
| Free Cash Flow | $75M | · | · | · | $128M | · | · | · | $78M | · | · | · | $55M | · | · | $59M |
Rentabilidad 5
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.2% | · | 29.4% | 37.1% | 30.5% | · | 31.5% | 36.6% | 30.0% | · | 15.6% | 33.1% | 24.8% | 7.6% | 22.7% | 24.7% | |
| Pretax Margin | 54.5% | · | 60.5% | 61.6% | 54.2% | · | 53.6% | 51.4% | 54.3% | · | 40.2% | 52.3% | 54.2% | 26.5% | 47.7% | 49.9% | |
| EBITDA Margin | 0.92% | · | · | · | 1.4% | · | · | · | 1.2% | · | · | · | 1.5% | · | · | 1.3% | |
| ROA | 3.7% | · | 3.1% | 4.2% | 3.4% | · | 3.8% | 4.0% | 4.6% | · | 1.7% | 3.1% | 2.4% | 0.80% | 2.7% | 2.7% | |
| ROE | 9.5% | · | 7.6% | 9.9% | 8.1% | · | 9.5% | 10.3% | 11.8% | · | 4.5% | 9.8% | 7.7% | 2.6% | 10.1% | 10.8% |
Eficiencia 1
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Valoración (TTM) 3
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $841M | · | $734M | $685M | $691M | · | $640M | $599M | $574M | · | $504M | $532M | $541M | $508M | $477M | $403M | |
| Net Income TTM | $263M | · | $236M | $233M | $221M | · | $186M | $175M | $151M | · | $102M | $118M | $109M | $130M | $172M | $166M | |
| Payout Ratio | 28.0% | · | · | · | 37.6% | · | · | · | 29.9% | · | · | · | 48.5% | · | · | 38.7% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Ingresos | $759M | $713M | $554M | $529M | $368M |
| Beneficio neto | $249M | $217M | $141M | $109M | $146M |
| EPS Diluido | — | — | — | — | $3.98 |
Flujo de Efectivo
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $419M | $289M | $110M | $222M | $161M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 415 declarantes · $2.8B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 71 (-12 vs trimestre anterior) | 74 (+10 vs trimestre anterior) | 157 (+15 vs trimestre anterior) | 106 (-23 vs trimestre anterior) | +103K |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $454 444 466 | 3 383 549 | 16,38% | Acciones |
| WASATCH ADVISORS LP | $174 108 642 | 1 751 596 | 6,28% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $141 618 095 | 1 796 500 | 5,11% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $141 430 480 | 1 794 120 | 5,10% | Acciones |
| STATE STREET CORP | $107 660 415 | 1 355 756 | 3,88% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $95 791 535 | 1 215 166 | 3,45% | Acciones |
| CITADEL ADVISORS LLC | $72 949 597 | 925 404 | 2,63% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $69 974 085 | 887 466 | 2,52% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $62 733 939 | 795 813 | 2,26% | Acciones |
| Qube Research & Technologies Ltd | $59 612 586 | 756 217 | 2,15% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $49 934 159 | 633 441 | 1,80% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $48 396 496 | 613 935 | 1,74% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $47 749 302 | 605 725 | 1,72% | Acciones |
| Clearbridge Investments, LLC | $47 158 416 | 598 229 | 1,70% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $47 133 009 | 597 907 | 1,70% | Acciones |
| JANUS HENDERSON GROUP PLC | $45 193 016 | 454 428 | 1,63% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $43 695 942 | 554 306 | 1,58% | Acciones |
| NORGES BANK | $38 717 355 | 491 150 | 1,40% | Acciones |
| DF DENT & CO INC | $37 536 413 | 476 169 | 1,35% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $34 294 124 | 435 039 | 1,24% | Acciones |
| DEPRINCE RACE & ZOLLO INC | $32 351 221 | 325 465 | 1,17% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $31 754 301 | 402 820 | 1,14% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $31 644 806 | 401 431 | 1,14% | Acciones |
| Copeland Capital Management, LLC | $31 499 608 | 399 589 | 1,14% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $31 448 007 | 398 930 | 1,13% | Acciones |
| TimesSquare Capital Management, LLC | $28 710 696 | 288 840 | 1,04% | Acciones |
| Point72 Asset Management, L.P. | $28 184 957 | 357 541 | 1,02% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $27 838 430 | 353 145 | 1,00% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $24 449 000 | 310 148 | 0,88% | Acciones |
| Squarepoint Ops LLC | $24 063 330 | 305 256 | 0,87% | Acciones |
| Walleye Capital LLC | $23 772 369 | 301 565 | 0,86% | Acciones |
| Trexquant Investment LP | $23 291 269 | 295 462 | 0,84% | Acciones |
| GOLDMAN SACHS GROUP INC | $22 783 841 | 289 025 | 0,82% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $21 126 111 | 267 996 | 0,76% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $20 364 233 | 258 331 | 0,73% | Acciones |
| AMERIPRISE FINANCIAL INC | $18 220 236 | 231 127 | 0,66% | Acciones |
| BANK OF AMERICA CORP /DE/ | $17 819 285 | 226 047 | 0,64% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $17 603 527 | 223 310 | 0,63% | Acciones |
| Caisse de depot et placement du Quebec | $14 985 583 | 190 100 | 0,54% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $14 725 208 | 186 797 | 0,53% | Acciones |
| UBS Group AG | $14 442 760 | 183 214 | 0,52% | Acciones |
| Amundi | $14 082 743 | 178 647 | 0,51% | Acciones |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $13 051 252 | 165 562 | 0,47% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $11 729 508 | 148 795 | 0,42% | Acciones |
| WELLS FARGO & COMPANY/MN | $11 691 517 | 148 313 | 0,42% | Acciones |
| JANE STREET GROUP, LLC | $11 639 013 | 147 647 | 0,42% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $11 321 801 | 143 623 | 0,41% | Acciones |
| Bank of New York Mellon Corp | $11 308 006 | 143 448 | 0,41% | Acciones |
| Cubist Systematic Strategies, LLC | $11 278 892 | 83 678 | 0,41% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10 389 794 | 131 800 | 0,37% | Opción de venta |
| BlackRock, Inc. | $10 241 436 | 129 918 | 0,37% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $9 043 141 | 114 717 | 0,33% | Acciones |
| XTX Topco Ltd | $9 016 733 | 114 382 | 0,33% | Acciones |
| LPL Financial LLC | $8 822 473 | 111 918 | 0,32% | Acciones |
| Man Group plc | $8 657 899 | 109 830 | 0,31% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $8 565 195 | 108 654 | 0,31% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $8 284 856 | 105 098 | 0,30% | Acciones |
| RHUMBLINE ADVISERS | $7 958 478 | 100 958 | 0,29% | Acciones |
| VAN ECK ASSOCIATES CORP | $7 869 362 | 99 827 | 0,28% | Acciones |
| CRAWFORD INVESTMENT COUNSEL INC | $7 154 295 | 90 756 | 0,26% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $7 100 218 | 90 070 | 0,26% | Acciones |
| MORGAN STANLEY | $6 829 771 | 86 639 | 0,25% | Acciones |
| Swiss National Bank | $6 605 954 | 83 800 | 0,24% | Acciones |
| NATIXIS | $6 125 327 | 77 703 | 0,22% | Acciones |
| Jefferies Financial Group Inc. | $6 028 603 | 76 476 | 0,22% | Acciones |
| Moran Wealth Management, LLC | $5 655 580 | 71 744 | 0,20% | Acciones |
| Schonfeld Strategic Advisors LLC | $5 428 547 | 68 864 | 0,20% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $5 240 618 | 66 480 | 0,19% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $5 056 180 | 50 867 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 871 296 | 49 007 | 0,18% | Acciones |
| FIRST TRUST ADVISORS LP | $4 832 594 | 61 304 | 0,17% | Acciones |
| Holocene Advisors, LP | $4 752 109 | 60 283 | 0,17% | Acciones |
| California Public Employees Retirement System | $4 626 848 | 58 694 | 0,17% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $4 548 648 | 57 702 | 0,16% | Acciones |
| Brevan Howard Capital Management LP | $4 329 107 | 54 917 | 0,16% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $4 312 080 | 54 701 | 0,16% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $4 230 766 | 54 401 | 0,15% | Acciones |
| Kingsview Wealth Management, LLC | $3 971 850 | 50 385 | 0,14% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $3 786 993 | 48 040 | 0,14% | Acciones |
| Quantbot Technologies LP | $3 703 670 | 46 983 | 0,13% | Acciones |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $3 607 891 | 45 768 | 0,13% | Acciones |
| AXQ CAPITAL, LP | $3 575 019 | 45 351 | 0,13% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3 481 133 | 44 160 | 0,13% | Acciones |
| Retirement Systems of Alabama | $3 331 829 | 42 266 | 0,12% | Acciones |
| Polar Asset Management Partners Inc. | $2 932 476 | 37 200 | 0,11% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 931 057 | 37 182 | 0,11% | Acciones |
| Orion Portfolio Solutions, LLC | $2 747 996 | 18 484 | 0,10% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $2 604 228 | 33 036 | 0,09% | Acciones |
| OPPENHEIMER & CO INC | $2 582 550 | 32 761 | 0,09% | Acciones |
| SEI INVESTMENTS CO | $2 450 370 | 31 085 | 0,09% | Acciones |
| Elo Mutual Pension Insurance Co | $2 441 759 | 30 975 | 0,09% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 424 023 | 30 750 | 0,09% | Acciones |
| FIFTH THIRD BANCORP | $2 283 637 | 28 969 | 0,08% | Acciones |
| BARCLAYS PLC | $2 180 280 | 27 658 | 0,08% | Acciones |
| Aquatic Capital Management LLC | $2 108 466 | 26 747 | 0,08% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $2 018 048 | 25 600 | 0,07% | Acciones |
| Quantinno Capital Management LP | $1 999 207 | 25 360 | 0,07% | Acciones |
| CAXTON ASSOCIATES LLP | $1 936 065 | 24 560 | 0,07% | Acciones |
| Sanctuary Advisors, LLC | $1 882 471 | 23 880 | 0,07% | Acciones |
| Legal & General Group Plc | $1 872 922 | 23 759 | 0,07% | Acciones |
Informantes de la empresa 10 insiders · 7 directivos · 5 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Erik R. Hirsch | Co-Chief Executive Officer | 29 de mayo de 2026 A | 105 727 | 0 | 0 | $0 |
| Juan Delgado-Moreira | Co-Chief Executive Officer | 29 de mayo de 2026 A | 1 376 134 | 0 | 0 | $0 |
| Jeffrey Brian Armbrister | Chief Financial Officer | 29 de mayo de 2026 A | 12 958 | 0 | 0 | $0 |
| Andrea Anigati Kramer | Chief Operating Officer | 11 de junio de 2026 P | 87 350 | 1 | 0 | $99 381 |
| Hartley R. Rogers | Executive Co-Chairman | 11 de junio de 2026 P | 93 756 | 2 | 0 | $3 005 339 |
| Drew Thomas Carl | Chief Accounting Officer | 29 de mayo de 2026 A | 1 846 | 0 | 0 | $0 |
| Lydia Gavalis | General Counsel & Secretary | 29 de mayo de 2026 A | 34 028 | 0 | 0 | $0 |
| David J Berkman | Consejero | 11 de junio de 2026 P | 25 000 | 1 | 0 | $1 144 050 |
| Leslie F Varon | Consejero | 16 de septiembre de 2025 A | 9 658 | 0 | 0 | $0 |
| O. Griffith Sexton | — | 16 de septiembre de 2025 A | 4 852 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| HLA Investments, LLC, HRHLA, LLC, Hartley R. Rogers, Hamilton Lane Advisors, Inc., Mario L. Giannini, Kyera Giannini, Nicole Giannini, The 2008 Sexton Des. Trust FBO Laura Sexton, The 2008 Sexton Des. Trust FBO Matthew Sexton, O. Griffith Sexton, Oakville Number 2 Trust, Rysaffe Trustee CO (CI) Limited, French River 5 Limited, Edward B. Whittemore, Laurence F. Whittemore, Michael Schmertzler, Erik R. Hirsch, Juan Delgado-Moreira, Paul Yett, Tara Devlin, Stephen R. Brennan, Andrea Anigati Kramer, Michael Kelly, Thomas Kerr, David Helgerson, Michael Donohue, Margaret McAllister ×3 presentaciones | 29 de mayo de 2026 | 27,60% | Enmienda | — | SEC |
| HLA Investments, LLC (2), HRHLA, LLC (2), Hartley R. Rogers (2), Hamilton Lane Advisors, Inc. (2), Mario L. Giannini (2), Kyera Giannini (2), Nicole Giannini (2), The 2008 Sexton Des. Trust FBO Laura Sexton (2), The 2008 Sexton Des. Trust FBO Matthew Sexton (2), O. Griffith Sexton (2), Oakville Number 2 Trust (2), Rysaffe Trust Company (C.I.) Limited (2), Edward B. Whittemore (2), Laurence F. Whittemore (2), Michael Schmertzler (2), Erik R. Hirsch (2), Juan Delgado-Moreira (2), Paul Yett (2), Kevin J. Lucey (2), Tara Devlin (2), Stephen R. Brennan (2), Andrea Anigati Kramer (2), Michael Kelly (2), Thomas Kerr (2), David Helgerson (2), Michael Donohue (2) ×13 presentaciones | 18 de septiembre de 2024 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 81 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 | 4,90% | 1 303 NS | 31 de mayo de 2026 | N-PORT |
| MDPL · Northern Lights Fund Trust IV | 3,31% | 23 111 NS | 31 de mayo de 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 1,92% | 95 799 SH | 19 de agosto de 2026 | Diario |
| PSP · Invesco Exchange-Traded Fund Trust | 1,72% | 41 628 SH | 19 de agosto de 2026 | Diario |
| LBO · EA Series Trust | 0,89% | 829 NS | 30 de abril de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,64% | 354 266 SH | 19 de agosto de 2026 | Diario |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,55% | 64 133 NS | 30 de abril de 2026 | N-PORT |
| OSCV · ETF Series Solutions | 0,54% | 39 760 NS | 30 de abril de 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0,37% | 118 283 NS | 31 de mayo de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,22% | 2 975 NS | 30 de abril de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,14% | 6 071 SH | 19 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,11% | 11 258 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,11% | 4 694 NS | 30 de abril de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,10% | 6 608 NS | 30 de abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,09% | 65 926 SH | 19 de agosto de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,09% | 16 151 SH | 19 de agosto de 2026 | Diario |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,09% | 21 773 SH | 19 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,08% | 521 390 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,08% | 119 784 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,08% | 1 413 NS | 31 de mayo de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,08% | 6 273 SH | 19 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 196 670 NS | 31 de mayo de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,07% | 677 NS | 30 de abril de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 15 466 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 18 319 SH | 19 de agosto de 2026 | Diario |
| IYF · iShares Trust | 0,06% | 26 283 SH | 19 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,06% | 1 644 SH | 19 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,06% | 21 562 SH | 19 de agosto de 2026 | Diario |
| IYG · iShares Trust | 0,06% | 12 310 SH | 19 de agosto de 2026 | Diario |
| UMDD · ProShares Trust | 0,05% | 197 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,05% | 10 985 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,04% | 2 748 SH | 19 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 469 025 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,04% | 898 706 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,04% | 68 097 SH | 19 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,04% | 5 173 SH | 19 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,04% | 58 864 SH | 19 de agosto de 2026 | Diario |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,03% | 1 594 NS | 31 de mayo de 2026 | N-PORT |
| IWR · iShares Trust | 0,03% | 161 598 SH | 19 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,03% | 29 095 NS | 31 de mayo de 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,02% | 698 NS | 29 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 6 978 NS | 31 de mayo de 2026 | N-PORT |
| DGRO · iShares Trust | 0,02% | 89 877 SH | 19 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 1 636 NS | 31 de mayo de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 7 166 SH | 19 de agosto de 2026 | Diario |
| IWD · iShares Trust | 0,01% | 87 593 SH | 19 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 2 268 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 49 794 NS | 30 de abril de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 155 392 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 23 718 SH | 19 de agosto de 2026 | Diario |