AMG Affiliated Managers Group, Inc. Common Stock

NYSE · Financial Services · Lihat di SEC EDGAR ↗
$363,91
Harga · Agu 19, 2026
Fundamental per Feb 17, 2026

Tentang Affiliated Managers Group, Inc. Common Stock Tinjauan perusahaan dari Wikipedia

Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms.

Baca selengkapnya

Affiliated Managers Group, Inc. (AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms.

AMG operates as a strategic partner to independent investment management firms globally, with equity stakes in a number of partner-owned traditional investment managers, hedge funds, and specialized private equity firms which it calls “Affiliates.” The company has principal offices in West Palm Beach, Florida; Prides Crossing, Massachusetts; Stamford, Connecticut; and London, United Kingdom. The company was founded in December 1993 by William J. Nutt in Boston, Massachusetts, as a privately owned company with initial backing from TA Associates; Its initial public offering on the New York Stock Exchange occurred in November 1997. Today, AMG's Affiliates manage $651 billion in assets in aggregate.

AMG's strategy is to generate value by investing in an array of independent firms and supporting their long-term growth, through an approach in which significant equity ownership is retained by the management partners of each Affiliate, and each Affiliate operates and invests autonomously from AMG and from other Affiliates. The Affiliate principals’ ‘skin in the game’ incentivizes them to maximize long-term value creation, and their retained investment independence preserves the entrepreneurial cultures of each Affiliate firm.

## History

In 1993, AMG was founded by William Nutt.

In 1997, AMG invested in Tweedy, Browne and completed its initial public offering, listing on the New York Stock Exchange.

In 2004, AMG established a U.S. retail platform which would enable its Affiliates to manufacture, market, and distribute products to the U.S. wealth marketplace. AMG also made a minority investment in AQR, a quantitative investment manager and hedge fund firm, its first investment in an alternative investment firm, and its first minority investment.

In 2005, Sean M. Healey was named chief executive officer.

In 2007, AMG opened its first non-U.S. institutional distribution office in Sydney, Australia, to provide sales and marketing services to institutional clients in Australia and New Zealand. Today, AMG operates distribution capabilities serving the Asia, Australia, Europe / U.K., and Middle East marketplaces.

In 2009, AMG announced investments in Harding Loevner and Gannett Welsh & Kotler.

In 2010, AMG acquired a majority stake in Pantheon Ventures. The private equity company was AMG's largest investment to date. AMG also invested in Artemis Investment Management.

In 2016, AMG made an investment in leading technology-driven liquid alternative firm Systematica Investments.

In 2018, after being diagnosed with ALS, Sean Healey stepped down from his position as chief executive officer. He died in May 2020. Nathaniel Dalton, previously president and chief operating officer, succeeded him.

In 2019, Jay Horgen succeeded Dalton as president and chief executive officer. Horgen joined AMG in 2007 and previously served as chief financial officer, as well as executive vice president, focusing on investments in new AMG Affiliates.

In 2021, AMG invested in four companies, including Parnassus Investments, the largest ESG-dedicated fund manager in the U.S.

In 2022, AMG increased its investment in Systematica Investments, a quantitative and systematic investment firm.

Other Information

AMG is known for its research, on independent firms’ advantages in consistently generating excess returns.

The company is also known for its commitment to corporate citizenship and community engagement. AMG was a founding donor to the Sean M. Healey and AMG Center for ALS at Massachusetts General Hospital, and continues to support the Center with fundraising and charitable events.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

AMG Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$363.90
Kapitalisasi Pasar
P/E (TTM)
12.7
EPS (TTM)
$22.74
Pendapatan (TTM)
$2.07B
Imbal Hasil Dividen
ROE
21.8%
D/E Utang/Ekuitas
Rentang 52M
$215 – $393

AMG Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $2.07B
10-point trend, -5.5%
2016-12-31 2025-12-31
EPS $22.74
10-point trend, +165.3%
2016-12-31 2025-12-31
Arus Kas Bebas $967M
7-point trend, +5.2%
2019-12-31 2025-12-31
Margin 34.5%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
AMG
Median Rekan
P/E (TTM)
5-point trend, +0.6%
12.7
16.3

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
AMG
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, +47.3%
34.5%
25.1%
ROA
5-point trend, +17.8%
8.0%
5.8%
ROE
5-point trend, +7.1%
21.8%
12.9%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
AMG
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
AMG
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, -14.0%
1.6%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, -14.0%
-3.8%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, -14.0%
0.46%
EPS YoY
5-point trend, +74.3%
50.3%
Net Income YoY (Laba Bersih YoY)
5-point trend, +26.7%
40.1%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
AMG
Median Rekan
EPS (Diluted)
5-point trend, +74.3%
$22.74

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
AMG
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, -53.3%
0.14%

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
Rasio Pembayaran Dividen
0.14%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
10 Agu 2026$0,0100
11 Mei 2026$0,0100
23 Feb. 2026$0,0100
13 Nov. 2025$0,0100
11 Agu 2025$0,0100
19 Mei 2025$0,0100
18 Feb. 2025$0,0100
14 Nov. 2024$0,0100
8 Agu 2024$0,0100
15 Mei 2024$0,0100
14 Feb. 2024$0,0100
15 Nov. 2023$0,0100
4 Agu 2023$0,0100
10 Mei 2023$0,0100
15 Feb. 2023$0,0100
16 Nov. 2022$0,0100
10 Agu 2022$0,0100
11 Mei 2022$0,0100
16 Feb. 2022$0,0100
9 Nov. 2021$0,0100

AMG Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 10 analis
  • Beli Kuat 4 40,0%
  • Beli 5 50,0%
  • Tahan 1 10,0%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

7 analis · 2026-08-13
Target median $437.00 +20,1%
Target rata-rata $433.29 +19,1%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
0.20%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $8.29 $8.00 0.29%
31 Maret 2026 $8.23 $8.15 0.08%
31 Des. 2025 $9.48 $8.93 0.56%
30 Sep. 2025 $6.10 $5.95 0.15%
30 Juni 2025 $5.39 $5.34 0.05%
31 Maret 2025 $5.20 $5.15 0.05%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
AMG 12.7 1.6% 34.5% 21.8%
BEN $12.05B 25.4 3.5% 6.0% 4.3%
PS
IVZ $11.66B -16.4 5.1% -2.7% -1.3%
ARCC 10.9
SEIC $10.03B 14.6 8.1% 31.1% 29.9% 35.2%
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%
HLNE 6.5% 32.8% 30.5%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 13
Data Laporan Laba Rugi Tahunan untuk AMG
Metrik Tren 2025202420232022202120202019201820172016
Revenue 10-point trend, -5.5% $2.07B $2.04B $2.06B $2.33B $2.41B $2.03B $2.24B $2.38B $2.31B $2.19B
SG&A Expense 10-point trend, +2.6% $409M $376M $358M $386M $347M $321M $377M $418M $373M $398M
Operating Expenses 10-point trend, +13.2% $1.81B $1.51B $1.50B $1.67B $1.63B $1.51B $1.62B $1.69B $1.60B $1.60B
Operating Income 2-point trend, +7.1% · · · · · · · · $1.11B $1.03B
Interest Expense 8-point trend, +35.0% · · $124M $114M $111M $92M $76M $81M $88M $92M
Other Non-op 2-point trend, +31.4% · · · · · · · · $-41M $-60M
Pretax Income 10-point trend, +21.7% $1.19B $923M $1.09B $1.75B $1.14B $508M $308M $714M $1.07B $975M
Income Tax 10-point trend, +19.8% $282M $183M $185M $358M $251M $81M $3M $181M $58M $236M
Net Income 10-point trend, +51.6% $717M $512M $673M $1.15B $566M $202M $16M $244M $690M $473M
EPS (Basic) 10-point trend, +188.4% $25.18 $16.45 $19.18 $29.77 $13.65 $4.34 $0.31 $4.55 $12.30 $8.73
EPS (Diluted) 10-point trend, +165.3% $22.74 $15.13 $17.42 $25.35 $13.05 $4.33 $0.31 $4.52 $12.03 $8.57
Shares (Basic) 10-point trend, -47.4% 28,500,000 31,100,000 35,100,000 38,500,000 41,500,000 46,500,000 50,500,000 53,600,000 56,000,000 54,200,000
Shares (Diluted) 10-point trend, -42.1% 33,000,000 36,100,000 42,200,000 49,000,000 44,800,000 46,700,000 50,600,000 53,800,000 58,600,000 57,000,000
Neraca 16
Data Neraca Tahunan untuk AMG
Metrik Tren 2025202420232022202120202019201820172016
Cash & Equivalents 10-point trend, +36.0% $586M $950M $814M $429M $908M $1.04B $540M $566M $440M $431M
PP&E (Net) 10-point trend, -50.6% $54M $58M $67M $68M $74M $80M $92M $104M $111M $110M
PP&E (Gross) 10-point trend, -9.0% $213M $214M $213M $230M $239M $255M $251M $251M $247M $234M
Accum. Depreciation 10-point trend, +27.9% $159M $156M $146M $161M $165M $176M $159M $146M $136M $124M
Goodwill 10-point trend, -3.7% $2.53B $2.50B $2.52B $2.65B $2.69B $2.66B $2.65B $2.63B $2.66B $2.63B
Intangibles 10-point trend, +9.5% $1.64B $1.78B $1.81B $1.88B $1.97B $1.05B $1.18B $1.31B $1.45B $1.50B
Total Assets 10-point trend, +5.2% $9.21B $8.83B $9.06B $8.88B $8.88B $7.89B $7.65B $8.22B $8.70B $8.75B
Deferred Tax 9-point trend, +14.1% $533M $520M $464M $465M $503M $423M $450M $512M $467M ·
Total Liabilities 10-point trend, +31.1% $4.79B $4.18B $4.10B $4.24B $4.49B $3.90B $3.24B $3.25B $3.31B $3.65B
Long-term Debt 10-point trend, +209.8% $2.69B $2.62B $2.54B $2.54B $2.49B $2.31B $1.79B $1.83B $809M $869M
Common Stock Flat — no change across 10 periods $600.0K $600.0K $600.0K $600.0K $600.0K $600.0K $600.0K $600.0K $600.0K $600.0K
Retained Earnings 10-point trend, +149.3% $7.62B $6.90B $6.39B $5.72B $4.57B $4.01B $3.82B $3.88B $3.70B $3.05B
Treasury Stock 10-point trend, +1166.0% $4.89B $4.12B $3.38B $2.98B $2.35B $1.86B $1.48B $1.15B $664M $386M
Stockholders' Equity 10-point trend, -10.5% $3.24B $3.35B $3.59B $3.23B $2.79B $2.78B $2.94B $3.46B $3.82B $3.62B
Liabilities + Equity 10-point trend, +5.2% $9.21B $8.83B $9.06B $8.88B $8.88B $7.89B $7.65B $8.22B $8.70B $8.75B
Shares Outstanding Flat — no change across 5 periods · · · · · 58,500,000 58,500,000 58,500,000 58,500,000 58,500,000
Arus Kas 17
Data Arus Kas Tahunan untuk AMG
Metrik Tren 2025202420232022202120202019201820172016
Stock-based Comp 6-point trend, +23.5% · $112M $112M $114M $127M $119M $90M · · ·
Deferred Tax 10-point trend, +41.3% $84M $61M $31M $32M $91M $27M $-56M $52M $-124M $59M
Amort. of Intangibles · · · · · · · · · $110M
Operating Cash Flow 10-point trend, -7.3% $973M $932M $874M $1.05B $1.26B $1.01B $929M $1.14B $1.17B $1.05B
CapEx 10-point trend, -69.8% $6M $3M $12M $11M $8M $8M $10M $19M $18M $20M
Investing Cash Flow 10-point trend, +84.5% $-206M $379M $264M $-110M $-584M $-54M $-24M $-18M $14M $-1.33B
Debt Issued 10-point trend, -33.4% $899M $848M $25M $0 $200M $875M $471M $1.15B $545M $1.35B
Net Debt Issued 7-point trend, +286.3% $73M $98M $0 $-61M $167M $525M $-39M · · ·
Stock Issued 3-point trend, -97.9% · · · · · · · $10M $42M $466M
Stock Repurchased 10-point trend, +2014.7% $706M $710M $342M $714M $595M $335M $356M $496M $351M $33M
Net Stock Activity 7-point trend, -98.3% $-706M $-710M $-342M $-714M $-595M $-335M $-356M · · ·
Dividends Paid 10-point trend, +1000000.00 $1M $1M $2M $2M $2M $17M $65M $64M $45M $0
Financing Cash Flow 10-point trend, -671.8% $-1.15B $-1.18B $-758M $-1.40B $-798M $-455M $-935M $-983M $-1.19B $201M
Net Change in Cash 10-point trend, -182.7% $-370M $131M $387M $-481M $-124M $502M $-21M $129M $9M $-131M
Taxes Paid 10-point trend, -27.3% $111M $142M $314M $120M $87M $-12M $103M $160M $165M $152M
Free Cash Flow 7-point trend, +5.2% $967M $929M $862M $1.04B $1.25B $1.00B $920M · · ·
Levered FCF 5-point trend, -10.1% · · $759M $952M $1.16B $923M $844M · · ·
Profitabilitas 4
Data Profitabilitas Tahunan untuk AMG
Metrik Tren 2025202420232022202120202019201820172016
Net Margin 7-point trend, +4834.3% 34.5% 25.1% 32.7% 49.2% 23.4% 10.0% 0.70% · · ·
Pretax Margin 7-point trend, +315.9% 57.2% 45.2% 53.0% 75.0% 47.3% 25.1% 13.8% · · ·
ROA 7-point trend, +3875.0% 8.0% 5.7% 7.5% 12.9% 6.8% 2.6% 0.20% · · ·
ROE 7-point trend, +4342.9% 21.8% 14.8% 19.7% 38.1% 20.3% 7.1% 0.49% · · ·
Efisiensi 1
Data Efisiensi Tahunan untuk AMG
Metrik Tren 2025202420232022202120202019201820172016
Asset Turnover 7-point trend, -18.5% 0.2 0.2 0.2 0.3 0.3 0.3 0.3 · · ·
Per Saham 6
Data Per Saham Tahunan untuk AMG
Metrik Tren 2025202420232022202120202019201820172016
Book Value / Share 2-point trend, -5.4% · · · · · $47.52 $50.21 · · ·
Revenue / Share 7-point trend, +42.0% $62.86 $56.53 $48.76 $47.54 $53.85 $43.42 $44.26 · · ·
Cash Flow / Share 7-point trend, +60.6% $29.49 $25.82 $20.72 $21.52 $28.11 $21.61 $18.36 · · ·
Cash / Share 2-point trend, +92.7% · · · · · $17.77 $9.22 · · ·
Dividend Paid / Share 10-point trend, +0.04 $0 $0 $0 $0 $0 $0 $1 $1 $1 $0
EPS (TTM) 10-point trend, +165.3% $22.74 $15.13 $17.42 $25.35 $13.05 $4.33 $0.31 $4.52 $12.03 $8.57
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk AMG
Metrik Tren 2025202420232022202120202019201820172016
Revenue YoY 5-point trend, -91.4% 1.6% -0.82% -11.7% -3.4% 19.0% · · · · ·
Revenue CAGR 3Y 3-point trend, -858.0% -3.8% -5.4% 0.50% · · · · · · ·
Revenue CAGR 5Y 0.46% · · · · · · · · ·
EPS YoY 5-point trend, -75.0% 50.3% -13.2% -31.3% 94.2% 201.4% · · · · ·
EPS CAGR 3Y 3-point trend, -106.0% -3.6% 5.1% 59.1% · · · · · · ·
EPS CAGR 5Y 39.3% · · · · · · · · ·
Net Income YoY 5-point trend, -77.7% 40.1% -24.0% -41.3% 102.6% 179.8% · · · · ·
Net Income CAGR 3Y 3-point trend, -129.4% -14.5% -3.3% 49.3% · · · · · · ·
Net Income CAGR 5Y 28.8% · · · · · · · · ·
Dividend CAGR 5Y -43.1% · · · · · · · · ·
Valuasi (TTM) 12
Data Valuasi (TTM) Tahunan untuk AMG
Metrik Tren 2025202420232022202120202019201820172016
Revenue TTM 10-point trend, -5.5% $2.07B $2.04B $2.06B $2.33B $2.41B $2.03B $2.24B $2.38B $2.31B $2.19B
Net Income TTM 10-point trend, +51.6% $717M $512M $673M $1.15B $566M $202M $16M $244M $690M $473M
Market Cap 2-point trend, +20.0% · · · · · $5.95B $4.96B · · ·
P/E 10-point trend, -25.2% 12.7 12.2 8.7 6.2 12.6 23.5 273.4 21.6 17.1 17.0
P/S 2-point trend, +32.6% · · · · · 2.9 2.2 · · ·
P/B 2-point trend, +26.8% · · · · · 2.1 1.7 · · ·
P / Cash Flow 2-point trend, +10.5% · · · · · 5.9 5.3 · · ·
P / FCF 2-point trend, +10.3% · · · · · 5.9 5.4 · · ·
Dividend Yield 2-point trend, -78.8% · · · · · 0.28% 1.3% · · ·
Earnings Yield 10-point trend, +33.7% 7.9% 8.2% 11.5% 16.0% 7.9% 4.3% 0.37% 4.6% 5.9% 5.9%
Payout Ratio 7-point trend, -100.0% 0.14% 0.27% 0.22% 0.14% 0.30% 8.3% 415.9% · · ·
Annual Payout 10-point trend, +1000000.00 $1M $1M $2M $2M $2M $17M $65M $64M $45M $0

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $2.07B$2.04B$2.06B$2.33B$2.41B
Laba Bersih $717M$512M$673M$1.15B$566M
EPS Dilusian $22.74$15.13$17.42$25.35$13.05
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $967M$929M$862M$1.04B$1.25B

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Pemilik institusional (13F) 607 pengaju · $5.6B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
86 (-17 vs Kuartal sebelumnya) 51 (+8 vs Kuartal sebelumnya) 159 (-59 vs Kuartal sebelumnya) 205 (+77 vs Kuartal sebelumnya) +1.3M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD PORTFOLIO MANAGEMENT LLC $470.997.302 1.391.836 8,36% Saham
VANGUARD CAPITAL MANAGEMENT LLC $389.527.164 1.151.085 6,91% Saham
MORGAN STANLEY $362.151.822 1.070.188 6,43% Saham
Boston Partners $308.058.732 910.096 5,47% Saham
STATE STREET CORP $298.916.503 883.323 5,30% Saham
MILLENNIUM MANAGEMENT LLC $296.139.254 875.116 5,25% Saham
FULLER & THALER ASSET MANAGEMENT, INC. $290.264.589 857.756 5,15% Saham
DIMENSIONAL FUND ADVISORS LP $194.744.898 575.489 3,46% Saham
GEODE CAPITAL MANAGEMENT, LLC $164.660.088 486.458 2,92% Saham
LYRICAL ASSET MANAGEMENT LP $160.024.622 472.886 2,84% Saham
NORGES BANK $122.322.463 361.473 2,17% Saham
Allianz Asset Management GmbH $110.521.778 326.601 1,96% Saham
Channing Capital Management, LLC $102.370.738 302.514 1,82% Saham
Qube Research & Technologies Ltd $90.940.601 268.737 1,61% Saham
Fisher Asset Management, LLC $83.403.362 246.463 1,48% Saham
Clarkston Capital Partners, LLC $77.386.327 228.683 1,37% Saham
BRUNI J V & CO /CO $71.095.810 210.094 1,26% Saham
BANK OF AMERICA CORP /DE/ $68.930.726 203.696 1,22% Saham
CITADEL ADVISORS LLC $63.765.050 188.431 1,13% Saham
Kiltearn Partners LLP $62.463.902 184.586 1,11% Saham
Caisse de depot et placement du Quebec $61.602.674 182.041 1,09% Saham
VANGUARD FIDUCIARY TRUST CO $56.120.933 165.842 1,00% Saham
ALLIANCEBERNSTEIN L.P. $52.500.781 189.739 0,93% Saham
RAYMOND JAMES FINANCIAL INC $51.464.242 152.081 0,91% Saham
BlackRock, Inc. $50.220.590 148.406 0,89% Saham
GOLDMAN SACHS GROUP INC $48.795.588 144.195 0,87% Saham
RENAISSANCE TECHNOLOGIES LLC $39.741.696 117.440 0,71% Saham
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $39.308.000 116.158 0,70% Saham
Quantinno Capital Management LP $36.796.654 108.737 0,65% Saham
JANE STREET GROUP, LLC $31.794.710 93.956 0,56% Saham
LOOMIS SAYLES & CO L P $31.183.151 92.149 0,55% Saham
FIRST TRUST ADVISORS LP $30.541.615 90.253 0,54% Saham
NEW YORK STATE COMMON RETIREMENT FUND $30.147.718 89.089 0,53% Saham
Arbejdsmarkedets Tillaegspension $29.995.776 88.640 0,53% Saham
Polar Capital Holdings Plc $28.885.486 85.359 0,51% Saham
VICTORY CAPITAL MANAGEMENT INC $26.120.420 77.188 0,46% Saham
SEI INVESTMENTS CO $25.676.100 75.875 0,46% Saham
Retirement Systems of Alabama $25.577.626 75.584 0,45% Saham
RHUMBLINE ADVISERS $24.452.752 72.260 0,43% Saham
Zurich Insurance Group Ltd/FI $24.135.365 71.322 0,43% Saham
California Public Employees Retirement System $23.374.303 69.073 0,41% Saham
Capricorn Fund Managers Ltd $23.364.828 69.045 0,41% Saham
NORTH STAR ASSET MANAGEMENT INC $22.661.971 66.968 0,40% Saham
PRINCIPAL FINANCIAL GROUP INC $20.196.389 59.682 0,36% Saham
ENVESTNET ASSET MANAGEMENT INC $20.016.413 59.150 0,36% Saham
Wallace Capital Management Inc. $19.740.377 58.334 0,35% Saham
PRUDENTIAL FINANCIAL INC $19.058.688 56.320 0,34% Saham
ARIEL INVESTMENTS, LLC $18.913.176 55.890 0,34% Saham
VOLORIDGE INVESTMENT MANAGEMENT, LLC $18.297.288 54.070 0,32% Saham
Engineers Gate Manager LP $17.549.762 51.861 0,31% Saham
Swiss National Bank $17.217.792 50.880 0,31% Saham
STOREBRAND ASSET MANAGEMENT AS $16.330.169 48.257 0,29% Saham
Moran Wealth Management, LLC $15.301.771 45.218 0,27% Saham
LOS ANGELES CAPITAL MANAGEMENT LLC $14.973.185 44.247 0,27% Saham
Brandywine Global Investment Management, LLC $14.674.029 50.902 0,26% Saham
Universal- Beteiligungs- und Servicegesellschaft mbH $14.501.454 42.853 0,26% Saham
STRS OHIO $14.308.229 42.282 0,25% Saham
Zurcher Kantonalbank (Zurich Cantonalbank) $13.965.430 41.269 0,25% Saham
Robeco Institutional Asset Management B.V. $13.529.571 39.981 0,24% Saham
JANE STREET GROUP, LLC $13.468.320 39.800 0,24% Opsi jual
BNP PARIBAS FINANCIAL MARKETS $12.643.978 37.364 0,22% Saham
AMERIPRISE FINANCIAL INC $12.392.885 36.622 0,22% Saham
Calamos Advisors LLC $11.989.512 35.430 0,21% Saham
Livforsakringsbolaget Skandia, Omsesidigt $11.822.537 34.950 0,21% Saham
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $11.675.138 34.501 0,21% Saham
Goodman Financial Corp $11.154.418 32.962 0,20% Saham
ZACKS INVESTMENT MANAGEMENT $10.868.054 32.115 0,19% Saham
INTECH INVESTMENT MANAGEMENT LLC $10.787.516 31.878 0,19% Saham
FRANKLIN RESOURCES INC $10.605.456 31.340 0,19% Saham
CAPITAL FUND MANAGEMENT S.A. $10.427.119 30.813 0,19% Saham
PEAK6 LLC $10.001.412 29.555 0,18% Saham
NICOLA WEALTH MANAGEMENT LTD. $9.813.600 29.000 0,17% Saham
Illinois Municipal Retirement Fund $9.420.718 27.839 0,17% Saham
ASSETMARK, INC $9.197.246 27.179 0,16% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9.090.148 32.852 0,16% Saham
Schonfeld Strategic Advisors LLC $9.039.678 26.713 0,16% Saham
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $8.963.878 26.489 0,16% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8.696.880 25.700 0,15% Opsi beli
VANGUARD ASSET MANAGEMENT, Ltd $8.563.550 25.306 0,15% Saham
BARCLAYS PLC $8.559.151 25.293 0,15% Saham
Parallax Volatility Advisers, L.P. $8.460.000 25.000 0,15% Opsi beli
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8.411.947 24.858 0,15% Saham
Corient Private Wealth LP $8.336.350 24.635 0,15% Saham
SCHRODER INVESTMENT MANAGEMENT GROUP $8.095.754 23.640 0,14% Saham
ALGERT GLOBAL LLC $7.988.609 23.607 0,14% Saham
STATE OF WISCONSIN INVESTMENT BOARD $7.937.849 23.457 0,14% Saham
UBS Group AG $7.917.545 23.397 0,14% Saham
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $7.483.039 22.113 0,13% Saham
Amplius Wealth Advisors, LLC $7.365.614 21.766 0,13% Saham
Horizon Investments, LLC $6.980.309 20.628 0,12% Saham
WELLINGTON MANAGEMENT GROUP LLP $6.854.630 20.256 0,12% Saham
VAN ECK ASSOCIATES CORP $6.852.600 20.250 0,12% Saham
REINHART PARTNERS, LLC. $6.652.137 19.657 0,12% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6.621.708 23.931 0,12% Saham
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $6.608.952 19.530 0,12% Saham
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $6.586.956 19.465 0,12% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $6.228.590 18.406 0,11% Saham
Poehling Capital Management, INC. $6.107.105 18.047 0,11% Saham
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $6.064.128 17.920 0,11% Saham
Squarepoint Ops LLC $5.970.053 17.642 0,11% Saham

Orang dalam perusahaan 38 orang dalam · 14 pejabat · 26 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Jay C. Horgen President and CEO 8 Juni 2026 M 204.706 0 1 $-5.919.725
Dava Ritchea Chief Financial Officer 5 Maret 2026 A 309 0 0 $0
Darrell W Crate Executive V.P. and CFO 17 Feb. 2011 M 3.111 0 0 $0
Thomas M Wojcik President and COO 5 Maret 2026 M 159.465 0 2 $-5.986.880
Kavita Padiyar General Counsel & Corp. Sec. 5 Maret 2026 A 42.672 0 1 $-612.128
Rizwan M Jamal Head of Affiliate Investments 16 Okt. 2024 G 199.233 0 0 $0
John R Erickson Head of Affiliate Engagement 15 Agu 2023 M 58.054 0 0 $0
David M. Billings General Counsel and Secretary 15 Nov. 2022 M 18.965 0 0 $0
Hugh Cutler EVP, Global Distribution 3 Maret 2020 A 2.224 0 0 $0
Sean M Healey Executive Chairman 3 Maret 2020 A 161.021 0 0 $0
Peter W Macewen Chief Administrative Officer 2 Jan. 2018 F 26.135 0 0 $0
Andrew Dyson EVP(AMG Ltd.), Global Distrib. 1 Maret 2016 F 18.131 0 0 $0
John Kingston III Vice Chairman & Gen. Counsel 8 Mei 2014 M 15.325 0 0 $0
Seth W Brennan Executive Vice President 12 Des. 2006 A 36.985 0 0 $0
Annette Franqui Direktur 1 Juni 2026 P 1.962 1 0 $228.660
Rodriguez Felix V. Matos Direktur 8 Mei 2026 S 4.369 0 1 $-300.180
Staley G. Cates Direktur 6 Mei 2026 P 6.405 1 0 $458.745
David Christopher Ryan Direktur 6 Mei 2026 S 1.092 0 1 $-1.037.814
Marcy Engel Direktur 5 Maret 2026 A 0 0 $0
Karen L. Alvingham Direktur 5 Maret 2026 A 13.043 0 0 $0
Tracy P. Palandjian Direktur 5 Maret 2026 A 15.254 0 0 $0
Loren M Starr Direktur 5 Maret 2026 A 1.937 0 0 $0
Dwight D. Churchill Direktur 15 Agu 2025 M 29.030 0 0 $0
Reuben Jeffery III Direktur 1 Jan. 2025 M 34.274 0 0 $0
Tracy A Atkinson Direktur 5 Maret 2024 M 4.020 0 0 $0
Glenn Earle Direktur 1 Jan. 2021 M 2.113 0 0 $0
Samuel T Byrne Direktur 28 Juli 2020 A 28.092 0 0 $0
Patrick T Ryan Direktur 28 Juli 2020 A 13.269 0 0 $0
Nathaniel Dalton Direktur 3 Maret 2020 F 206.589 0 0 $0
Niall Ferguson Direktur 4 Feb. 2020 A 0 0 $0
Jide James Zeitlin Direktur 4 Feb. 2020 A 21.274 0 0 $0
William J Nutt Direktur 4 Mei 2015 M 131.478 0 0 $0
Harold J Meyerman Direktur 20 Jan. 2015 A 1.800 0 0 $0
Rita M Rodriguez Direktur 22 Juli 2014 A 14.652 0 0 $0
Richard E Floor Direktur 20 Jan. 2010 M 42.286 0 0 $0
Robert C Puff JR Direktur 26 Juli 2005 A 2.000 0 0 $0
Stephen J Lockwood Direktur 18 Mei 2005 M 7.500 0 0 $0
William F Weld Direktur 12 Feb. 2004 M 0 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 1 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Affiliated Managers Group, Inc. 22 Des. 2009 Pengajuan awal 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.

Kepemilikan ETF Dimiliki oleh 119 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
AAUM · Tema ETF Trust 3,62% 277 NS 31 Mei 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 1,58% 57.595 NS 30 April 2026 N-PORT
OASC · Unified Series Trust 1,41% 3.923 NS 31 Mei 2026 N-PORT
TAX · EA Series Trust 0,92% 776 NS 29 Mei 2026 N-PORT
SMIZ · Zacks Trust 0,85% 7.275 NS 31 Mei 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,80% 4.251 NS 31 Mei 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0,70% 12.391 NS 30 April 2026 N-PORT
PAMC · Pacer Funds Trust 0,53% 1.136 NS 30 April 2026 N-PORT
FCPI · FIDELITY COVINGTON TRUST 0,47% 4.337 NS 30 April 2026 N-PORT
SMDX · Tidal Trust III 0,46% 1.981 NS 30 April 2026 N-PORT
TMFX · RBB Fund, Inc. 0,40% 422 NS 31 Mei 2026 N-PORT
FDMO · FIDELITY COVINGTON TRUST 0,39% 11.181 NS 30 April 2026 N-PORT
MIDE · DBX ETF Trust 0,34% 38 NS 29 Mei 2026 N-PORT
NUSC · Nushares ETF Trust 0,34% 14.723 NS 30 April 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,33% 3.555 NS 30 April 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,29% 13.151 NS 30 April 2026 N-PORT
BFOR · ALPS ETF Trust 0,26% 1.811 NS 31 Mei 2026 N-PORT
PTMC · Pacer Funds Trust 0,24% 3.205 NS 30 April 2026 N-PORT
DEUS · DBX ETF Trust 0,21% 1.925 NS 29 Mei 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,21% 3.406 NS 30 April 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,21% 15.368 NS 30 April 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,20% 4.211 NS 30 April 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,19% 15.230 NS 30 April 2026 N-PORT
MVV · ProShares Trust 0,18% 972 NS 31 Mei 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,18% 135.022 NS 31 Mei 2026 N-PORT
DFAS · Dimensional ETF Trust 0,18% 84.746 NS 30 April 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 11.606 NS 30 April 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,16% 466 NS 30 April 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,16% 76.005 NS 31 Mei 2026 N-PORT
UMDD · ProShares Trust 0,13% 136 NS 31 Mei 2026 N-PORT
VALQ · AMERICAN CENTURY ETF TRUST 0,13% 1.450 NS 31 Mei 2026 N-PORT
JSTC · Tidal Trust I 0,10% 1.118 NS 31 Mei 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,10% 7.442 NS 30 April 2026 N-PORT
TILT · FlexShares Trust 0,08% 5.698 NS 30 April 2026 N-PORT
QARP · DBX ETF Trust 0,08% 189 NS 29 Mei 2026 N-PORT
DFAT · Dimensional ETF Trust 0,07% 31.486 NS 30 April 2026 N-PORT
DFSU · Dimensional ETF Trust 0,07% 4.574 NS 30 April 2026 N-PORT
DXUV · Dimensional ETF Trust 0,05% 732 NS 30 April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,05% 1.143 NS 31 Mei 2026 N-PORT
DFAC · Dimensional ETF Trust 0,04% 63.012 NS 30 April 2026 N-PORT
DCOR · Dimensional ETF Trust 0,04% 4.133 NS 30 April 2026 N-PORT
SFGV · EA Series Trust 0,04% 1.596 NS 29 Mei 2026 N-PORT
HDUS · Lattice Strategies Trust 0,03% 202 NS 30 April 2026 N-PORT
FNDX · SCHWAB STRATEGIC TRUST 0,03% 25.372 NS 31 Mei 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,03% 1.224 NS 31 Mei 2026 N-PORT
DFUV · Dimensional ETF Trust 0,03% 13.282 NS 30 April 2026 N-PORT
GVUS · Goldman Sachs ETF Trust 0,03% 341 NS 31 Mei 2026 N-PORT
QRFT · Exchange Listed Funds Trust 0,02% 12 NS 30 April 2026 N-PORT
EBI · RBB Fund Trust 0,02% 386 NS 31 Mei 2026 N-PORT
DFAU · Dimensional ETF Trust 0,02% 6.443 NS 30 April 2026 N-PORT