ERIE Erie Indemnity Company - Class A Common Stock

NASDAQ · Insurance · Lihat di SEC EDGAR ↗
$266,04
Harga · Agu 19, 2026
Fundamental per Jul 30, 2026
Rentang 52M
$205–$367
38% of range
Peringkat Analis
STRONG BUY
8 analysts
Target Harga
—
P/E (TTM)
—
ROE
25.0%
Margin Laba Bersih
13.8%

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

Harga
$266.04
Kapitalisasi Pasar
—
P/E (TTM)
—
EPS (TTM)
—
Pendapatan (TTM)
$4.07B
Imbal Hasil Dividen
—
ROE
25.0%
D/E Utang/Ekuitas
—
Rentang 52M
$205 – $367

ERIE 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 $4.07B
10-point trend, +154.7%
2016-12-31 → 2025-12-31
EPS —
Arus Kas Bebas $571M
8-point trend, +175.4%
2018-12-31 → 2025-12-31
Margin 13.8%

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

Metrik
Tren 5 Tahun
ERIE
Median Rekan

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

Metrik
Tren 5 Tahun
ERIE
Median Rekan
Operating Margin (Margin Operasi)
5-point trend, +45.9%
17.6%
—
Net Profit Margin (Margin Laba Bersih)
5-point trend, +21.6%
13.8%
10.9%
ROA
5-point trend, +31.1%
17.9%
2.8%
ROE
5-point trend, +10.5%
25.0%
17.1%
ROIC
5-point trend, +41.0%
24.7%
—

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
ERIE
Median Rekan
Current Ratio (Rasio Lancar)
5-point trend, +4.8%
1.3
1.7
Quick Ratio (Rasio Cepat)
5-point trend, +2.4%
0.8
—

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

Metrik
Tren 5 Tahun
ERIE
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +54.4%
7.2%
—
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +54.4%
12.7%
—
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +54.4%
9.9%
—
Net Income YoY (Laba Bersih YoY)
5-point trend, +87.8%
-6.8%
—

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

Metrik
Tren 5 Tahun
ERIE
Median Rekan

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
ERIE
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, -29.8%
45.5%
—

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

Imbal Hasil Dividen
—
Rasio Pembayaran Dividen
45.5%
CAGR Dividen 5T
—
Tanggal ex-dividenJumlah
7 Juli 2026$1,4630
7 April 2026$1,4630
6 Jan. 2026$1,4630
6 Okt. 2025$1,3650
8 Juli 2025$1,3650
7 April 2025$1,3650
7 Jan. 2025$1,3650
7 Okt. 2024$1,2750
9 Juli 2024$1,2750
8 April 2024$1,2750
5 Jan. 2024$1,2750
4 Okt. 2023$1,1900
5 Juli 2023$1,1900
4 April 2023$1,1900
4 Jan. 2023$1,1900
4 Okt. 2022$1,1100
5 Juli 2022$1,1100
4 April 2022$1,1100
4 Jan. 2022$1,1100
4 Okt. 2021$1,0350

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

BELI 8 analis
  • Beli Kuat 3 37,5%
  • Beli 3 37,5%
  • Tahan 2 25,0%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

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

Kejutan Rata-rata
-0.22%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $3.45 $3.44 0.01%
31 Maret 2026 $2.88 $3.12 -0.24%
31 Des. 2025 $1.21 $1.62 -0.41%
30 Sep. 2025 $3.50 $3.44 0.06%
30 Juni 2025 $3.34 $3.54 -0.20%
31 Maret 2025 $2.65 $3.16 -0.51%

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

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
ERIE — — 7.2% 13.8% 25.0% —
L — 13.2 5.4% 9.0% 9.3% —
MKL $27.06B 12.7 4.7% 13.6% 11.9% —
AIZ — — — — — —
CNA $12.92B 10.2 5.0% 8.5% 11.6% —
FNF $14.79B 24.7 5.6% 4.2% 7.9% —
AFG $11.40B 13.6 -1.8% 10.3% 18.1% —
ORI — 12.3 11.0% 10.2% 16.2% —
KNSL $9.05B 18.1 18.0% 26.9% 27.4% —
THG — 10.1 5.7% 10.1% 20.7% —
FAF $6.27B 10.2 21.6% 8.3% 11.9% —

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

Laporan Laba Rugi 10
Data Laporan Laba Rugi Tahunan untuk ERIE
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +189.0% $4.07B $3.80B $3.27B $2.84B $2.63B $2.54B $2.48B $2.38B $1.69B $1.60B $1.51B $1.41B
Operating Expenses 12-point trend, +182.9% $3.35B $3.12B $2.75B $2.46B $2.32B $2.20B $2.12B $2.04B $1.40B $1.30B $1.27B $1.18B
Operating Income 12-point trend, +221.8% $717M $676M $520M $376M $318M $338M $357M $344M $290M $294M $233M $223M
Interest Expense 8-point trend, -100.0% · · $0 $2M $4M $731.0K $856.0K $2M $1M $101.0K · ·
Interest Income 6-point trend, +103.5% · · · · · · $34M $31M $26M $22M $19M $17M
Other Non-op 10-point trend, +835.2% $9M $12M $13M $2M $-5M $-2M $255.0K $4M $-2M $-1M · ·
Pretax Income 12-point trend, +182.8% $711M $757M $562M $376M $376M $369M $397M $371M $316M $320M $266M $251M
Income Tax 12-point trend, +80.6% $151M $157M $116M $78M $79M $75M $80M $83M $119M $110M $92M $84M
Net Income 12-point trend, +233.9% $559M $600M $446M $299M $298M $293M $317M $288M $197M $210M $175M $168M
EBITDA 11-point trend, +215.9% $787M $733M $568M $422M $355M $359M $374M $358M $303M $307M $249M ·
Neraca 22
Data Neraca Tahunan untuk ERIE
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 5-point trend, +190.4% · · · · · · · $266M $216M $189M $183M $92M
Short-term Investments 4-point trend, +12.5% · · · · · · · · $71M $56M $62M $63M
Receivables 7-point trend, +57.0% $736M $707M $625M $525M $479M $495M $469M · · · · ·
Prepaid Expense 12-point trend, +153.9% $66M $84M $69M $79M $56M $53M $45M $37M $35M $30M $25M $26M
Current Assets 12-point trend, +124.9% $1.20B $1.15B $930M $779M $764M $732M $891M $1.17B $802M $666M $635M $533M
Intangibles 2-point trend, +9.8% · · · · · · · · · · $47M $43M
Other Non-current Assets 12-point trend, +125.3% $48M $43M $43M $43M $49M $40M $63M $62M $29M $20M $21M $22M
Total Assets 12-point trend, +154.4% $3.36B $2.89B $2.47B $2.24B $2.24B $2.12B $2.02B $1.78B $1.67B $1.55B $1.41B $1.32B
Accounts Payable 12-point trend, +459.9% $201M $190M $176M $166M $138M $151M $135M $111M $105M $88M $89M $36M
Short-term Debt · · · · $0 · · · · · · ·
Current Liabilities 12-point trend, +136.3% $946M $803M $709M $665M $631M $628M $588M $547M $510M $470M $446M $400M
Capital Leases · · · · · · · $0 · · · ·
Deferred Tax 5-point trend, +24788000.00 $25M $6M $11M $14M $0 · · · · · · ·
Other Non-current Liabilities 12-point trend, +1966.3% $23M $23M $22M $29M $14M $9M $22M $12M $2M $2M $2M $1M
Total Liabilities 12-point trend, +74.0% $1.07B $901M $809M $791M $900M $929M $883M $805M $809M $732M $638M $616M
Long-term Debt 6-point trend, -100.0% · · · $0 $94M $96M $98M $100M $75M · · ·
Total Debt 7-point trend, -100.0% · · · $0 $94M $96M $98M $100M $75M $25M · ·
Retained Earnings 12-point trend, +77.7% $3.46B $3.16B $2.80B $2.58B $2.50B $2.39B $2.38B $2.23B $2.14B $2.07B $1.99B $1.95B
Treasury Stock 12-point trend, +2.2% $1.17B $1.17B $1.17B $1.17B $1.17B $1.16B $1.16B $1.16B $1.16B $1.16B $1.16B $1.15B
AOCI 12-point trend, +55.8% $-52M $-48M $-13M $-7M $-25M $-78M $-117M $-130M $-156M $-121M $-97M $-118M
Stockholders' Equity 12-point trend, +224.7% $2.28B $1.99B $1.66B $1.45B $1.34B $1.19B $1.13B $974M $857M $817M $770M $703M
Liabilities + Equity 12-point trend, +154.4% $3.36B $2.89B $2.47B $2.24B $2.24B $2.12B $2.02B $1.78B $1.67B $1.55B $1.41B $1.32B
Arus Kas 15
Data Arus Kas Tahunan untuk ERIE
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +342.7% $70M $56M $47M $46M $37M $21M $17M $13M $15M $15M $16M $16M
Deferred Tax 11-point trend, +221.8% · $4M $-1M $9M $-2M $-5M $3M $-1M $27M $-2.0K $-15M $-3M
Amort. of Intangibles 2-point trend, +21.5% · · · · · · · · · · $9M $7M
Other Non-cash 11-point trend, +41.6% $58M $-50M $-111M $12M $70M $33M $28M $-37M $-42M $29M $41M ·
Operating Cash Flow 12-point trend, +269.1% $687M $611M $381M $366M $403M $343M $365M $264M $197M $254M $217M $186M
CapEx 10-point trend, +358.9% $116M $125M $93M $67M $149M $56M $102M $56M $29M $25M · ·
Investing Cash Flow 11-point trend, -70731.5% $-439M $-227M $-158M $-107M $-185M $-243M $-125M $-81M $-75M $-137M $622.0K ·
Stock Repurchased 3-point trend, -100.0% · · · · · · · · · $0 $0 $20M
Net Stock Activity 3-point trend, +100.0% · · · · · · · · · $0 $0 $-20M
Dividends Paid 12-point trend, +114.5% $254M $238M $222M $207M $193M $273M $168M $156M $146M $136M $127M $119M
Financing Cash Flow 11-point trend, -57.5% $-200M $-230M $-222M $-301M $-195M $-275M $-170M $-131M $-96M $-111M $-127M ·
Net Change in Cash 11-point trend, -47.9% $47M $154M $2M $-42M $22M $-175M $70M $51M $27M $6M $91M ·
Taxes Paid 12-point trend, +8.9% $104M $160M $104M $81M $84M $83M $73M $59M $106M $105M $106M $95M
Free Cash Flow 8-point trend, +175.4% $571M $486M $289M $299M $254M $287M $262M $207M · · · ·
Levered FCF 6-point trend, +40.5% · · $289M $297M $251M $286M $262M $205M · · · ·
Profitabilitas 7
Data Profitabilitas Tahunan untuk ERIE
Metrik Tren 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, +14.1% 17.6% 17.8% 15.9% 13.2% 12.1% 13.3% 14.4% 14.4% 17.1% 18.3% 15.4% ·
Net Margin 12-point trend, +401.8% 13.8% 15.8% 13.7% 10.5% 11.3% 11.6% 12.8% 12.1% 11.6% 13.2% 11.6% 2.7%
Pretax Margin 12-point trend, +28.9% 17.5% 20.0% 17.2% 13.2% 14.3% 14.5% 16.0% 15.6% 18.7% 20.1% 17.7% 13.6%
EBITDA Margin 11-point trend, +16.9% 19.3% 19.3% 17.4% 14.9% 13.5% 14.2% 15.1% 15.0% 17.9% 19.3% 16.5% ·
ROA 12-point trend, +1728.6% 17.9% 22.4% 18.9% 13.3% 13.7% 14.2% 16.7% 16.7% 12.3% 14.2% 12.8% 0.98%
ROE 12-point trend, +7.1% 25.0% 30.5% 27.2% 21.3% 22.7% 24.1% 28.1% 30.4% 23.5% 26.5% 23.7% 23.4%
ROIC 11-point trend, +24.7% 24.7% 27.0% 24.8% 20.6% 17.5% 21.0% 23.2% 24.9% 19.3% 22.8% 19.8% ·
Likuiditas & Solvabilitas 5
Data Likuiditas & Solvabilitas Tahunan untuk ERIE
Metrik Tren 202520242023202220212020201920182017201620152014
Current Ratio 11-point trend, -11.0% 1.3 1.4 1.3 1.2 1.2 1.2 1.5 2.1 1.6 1.4 1.4 ·
Quick Ratio 10-point trend, +41.5% 0.8 0.9 0.9 0.8 0.8 0.8 · 0.5 0.6 0.5 0.5 ·
Debt / Equity 7-point trend, -100.0% · · · 0.0 0.1 0.1 0.1 0.1 0.1 0.0 · ·
LT Debt / Equity 7-point trend, -100.0% · · · 0.0 0.1 0.1 0.1 0.1 0.1 0.0 · ·
Interest Coverage 7-point trend, -93.5% · · · 187.3 77.0 462.6 417.5 140.0 232.9 2894.7 · ·
Efisiensi 2
Data Efisiensi Tahunan untuk ERIE
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +266.3% 1.3 1.4 1.4 1.3 1.2 1.2 1.3 1.4 1.1 1.1 1.1 0.4
Receivables Turnover 6-point trend, +7.1% 5.6 5.7 5.7 5.7 5.4 5.3 · · · · · ·
Tingkat Pertumbuhan 7
Data Tingkat Pertumbuhan Tahunan untuk ERIE
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +86.7% 7.2% 16.1% 15.1% 7.8% 3.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +44.2% 12.7% 13.0% 8.8% · · · · · · · · ·
Revenue CAGR 5Y 9.9% · · · · · · · · · · ·
Net Income YoY 5-point trend, -540.6% -6.8% 34.6% 49.4% 0.24% 1.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +55.2% 23.3% 26.3% 15.0% · · · · · · · · ·
Net Income CAGR 5Y 13.8% · · · · · · · · · · ·
Dividend CAGR 5Y -1.4% · · · · · · · · · · ·
Valuasi (TTM) 4
Data Valuasi (TTM) Tahunan untuk ERIE
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +189.0% $4.07B $3.80B $3.27B $2.84B $2.63B $2.54B $2.48B $2.38B $1.69B $1.60B $1.51B $1.41B
Net Income TTM 12-point trend, +233.9% $559M $600M $446M $299M $298M $293M $317M $288M $197M $210M $175M $168M
Payout Ratio 12-point trend, -35.8% 45.5% 39.6% 49.7% 69.2% 64.7% 93.0% 52.9% 54.3% 74.0% 64.6% 72.6% 70.8%
Annual Payout 12-point trend, +114.5% $254M $238M $222M $207M $193M $273M $168M $156M $146M $136M $127M $119M

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 $4.07B$3.80B$3.27B$2.84B$2.63B
Margin Operasi % 17.6%17.8%15.9%13.2%12.1%
Laba Bersih $559M$600M$446M$299M$298M
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas ———0.00.1
Rasio Lancar 1.31.41.31.21.2
Rasio Cepat 0.80.90.90.80.8
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $571M$486M$289M$299M$254M

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

Sinyal Perdagangan Sinyal beli/jual terbaru dengan harga masuk dan rasio risiko/imbalan

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Pemilik institusional (13F) 474 pengaju · $3.5B 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
89 (+29 vs Kuartal sebelumnya) 39 (-22 vs Kuartal sebelumnya) 166 (+2 vs Kuartal sebelumnya) 117 (-6 vs Kuartal sebelumnya) -384K

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
PNC Financial Services Group, Inc. $1.156.385.935 4.823.299 32,69% Saham
VANGUARD CAPITAL MANAGEMENT LLC $392.213.259 1.635.926 11,09% Saham
STATE STREET CORP $344.645.900 1.437.522 9,74% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $266.364.168 1.111.008 7,53% Saham
GEODE CAPITAL MANAGEMENT, LLC $197.619.163 826.983 5,59% Saham
ProShare Advisors LLC $153.784.523 641.437 4,35% Saham
BANK OF AMERICA CORP /DE/ $79.705.607 332.453 2,25% Saham
DIMENSIONAL FUND ADVISORS LP $54.209.873 226.110 1,53% Saham
NORGES BANK $41.085.718 171.369 1,16% Saham
NOMURA ASSET MANAGEMENT CO LTD $37.367.915 155.862 1,06% Saham
VANGUARD FIDUCIARY TRUST CO $33.561.883 139.987 0,95% Saham
BNP PARIBAS FINANCIAL MARKETS $29.338.687 122.372 0,83% Saham
Erste Asset Management GmbH $24.938.550 105.000 0,70% Saham
GOLDMAN SACHS GROUP INC $24.613.215 102.662 0,70% Saham
BARCLAYS PLC $23.462.176 97.861 0,66% Saham
Summit Trail Advisors, LLC $22.249.759 92.804 0,63% Saham
CWA Asset Management Group, LLC $21.843.678 91.110 0,62% Saham
Mitsubishi UFJ Asset Management Co., Ltd. $19.414.955 80.980 0,55% Saham
Columbia Asset Management $17.403.914 72.592 0,49% Saham
Swiss National Bank $17.151.715 71.540 0,48% Saham
MILLENNIUM MANAGEMENT LLC $16.995.158 70.887 0,48% Saham
Sumitomo Mitsui Trust Group, Inc. $16.899.258 70.487 0,48% Saham
Allegheny Financial Group $15.739.011 65.647 0,44% Saham
VANGUARD GROUP INC $15.124.227 52.762 0,43% Saham
TRUIST FINANCIAL CORP $14.551.866 60.696 0,41% Saham
Voleon Capital Management LP $13.967.835 58.260 0,39% Saham
Caisse de depot et placement du Quebec $13.121.997 54.732 0,37% Saham
Vanguard Global Advisers, LLC $12.508.956 52.175 0,35% Saham
MORGAN STANLEY $12.144.297 50.654 0,34% Saham
PDT Partners, LLC $11.722.576 48.895 0,33% Saham
RHUMBLINE ADVISERS $10.908.340 45.499 0,31% Saham
CAPITOLIS LIQUID GLOBAL MARKETS LLC $10.788.750 45.000 0,30% Saham
Balyasny Asset Management L.P. $10.370.147 43.254 0,29% Saham
JANE STREET GROUP, LLC $9.805.775 40.900 0,28% Opsi beli
AMERICAN CENTURY COMPANIES INC $9.742.481 40.636 0,28% Saham
Swiss Life Asset Management Ltd $9.525.747 39.732 0,27% Saham
RENAISSANCE TECHNOLOGIES LLC $7.669.842 31.991 0,22% Saham
Fideuram Asset Management (Ireland) dac $7.248.426 30.045 0,20% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7.186.963 28.598 0,20% Saham
PRINCIPAL FINANCIAL GROUP INC $7.054.644 29.425 0,20% Saham
MAI Capital Management $7.028.032 29.314 0,20% Saham
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $6.869.557 28.653 0,19% Saham
CAPITAL FUND MANAGEMENT S.A. $6.780.369 28.281 0,19% Saham
Gotham Asset Management, LLC $6.634.122 27.671 0,19% Saham
Quantinno Capital Management LP $6.617.724 27.602 0,19% Saham
Holocene Advisors, LP $6.518.563 27.189 0,18% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $6.353.375 26.500 0,18% Opsi beli
ALLIANCEBERNSTEIN L.P. $6.168.655 24.546 0,17% Saham
Focus Partners Wealth $6.148.544 25.645 0,17% Saham
Rodgers Brothers Inc. $5.697.899 23.766 0,16% Saham
Cresset Asset Management, LLC $5.368.270 22.391 0,15% Saham
YOUSIF CAPITAL MANAGEMENT, LLC $5.339.712 22.272 0,15% Saham
Legal & General Group Plc $5.284.572 22.042 0,15% Saham
Cubist Systematic Strategies, LLC $5.183.524 16.293 0,15% Saham
Rehmann Capital Advisory Group $4.998.667 19.890 0,14% Saham
Mitsubishi UFJ Trust & Banking Corp $4.647.554 19.385 0,13% Saham
ENVESTNET ASSET MANAGEMENT INC $4.622.759 19.282 0,13% Saham
Schonfeld Strategic Advisors LLC $4.595.766 19.169 0,13% Saham
SOL Capital Management CO $4.467.778 12.724 0,13% Saham
COOK WEALTH MANAGEMENT GROUP LLC $4.467.778 12.724 0,13% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $4.444.725 18.539 0,13% Saham
STATE OF WISCONSIN INVESTMENT BOARD $4.275.702 17.834 0,12% Saham
Resona Asset Management Co.,Ltd. $4.222.447 17.700 0,12% Saham
HBK Sorce Advisory LLC $4.048.448 16.143 0,11% Saham
BlackRock, Inc. $3.949.402 16.473 0,11% Saham
APG Asset Management N.V. $3.902.307 18.609 0,11% Saham
Cerity Partners LLC $3.880.357 16.185 0,11% Saham
CITADEL ADVISORS LLC $3.836.000 16.000 0,11% Opsi beli
VICTORY CAPITAL MANAGEMENT INC $3.497.233 14.587 0,10% Saham
Quantbot Technologies LP $3.465.826 14.456 0,10% Saham
WEDGEWOOD INVESTORS INC /PA/ $3.463.908 14.448 0,10% Saham
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND $3.427.468 14.296 0,10% Saham
Mediolanum International Funds Ltd $3.333.928 14.037 0,09% Saham
AVIVA PLC $3.186.278 13.290 0,09% Saham
UBS Group AG $3.033.797 12.654 0,09% Saham
Vanguard Investments Australia, Ltd. $2.787.334 11.626 0,08% Saham
Asset Management One Co., Ltd. $2.776.473 11.048 0,08% Saham
PRUDENTIAL FINANCIAL INC $2.647.799 11.044 0,07% Saham
CITADEL ADVISORS LLC $2.626.701 10.956 0,07% Saham
BANK OF MONTREAL /CAN/ $2.562.208 10.687 0,07% Saham
Universal- Beteiligungs- und Servicegesellschaft mbH $2.514.799 10.396 0,07% Saham
MARSHALL WACE, LLP $2.444.492 10.196 0,07% Saham
Pictet Asset Management Holding SA $2.429.147 10.132 0,07% Saham
KLP KAPITALFORVALTNING AS $2.373.525 9.900 0,07% Saham
Man Group plc $2.367.292 9.874 0,07% Saham
Creative Planning $2.363.463 9.858 0,07% Saham
PANAGORA ASSET MANAGEMENT INC $2.275.467 9.491 0,06% Saham
Snowden Capital Advisors LLC $2.197.069 9.164 0,06% Saham
State of New Jersey Common Pension Fund D $2.091.579 8.724 0,06% Saham
CITIGROUP INC $2.064.967 8.613 0,06% Saham
SummitTX Capital, L.P. $1.973.622 8.232 0,06% Saham
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. $1.909.129 7.963 0,05% Saham
Lansforsakringar Fondforvaltning AB (publ) $1.806.756 7.536 0,05% Saham
Rafferty Asset Management, LLC $1.773.910 7.399 0,05% Saham
CIBC Asset Management Inc $1.771.992 7.391 0,05% Saham
VANGUARD ASSET MANAGEMENT, Ltd $1.762.402 7.351 0,05% Saham
ARIZONA STATE RETIREMENT SYSTEM $1.746.339 7.284 0,05% Saham
Public Sector Pension Investment Board $1.741.064 7.262 0,05% Saham
Czech National Bank $1.733.632 7.231 0,05% Saham
Headlands Technologies LLC $1.731.954 7.224 0,05% Saham

Orang dalam perusahaan 83 orang dalam · 49 pejabat · 23 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Timothy G Necastro President & CEO 21 Juli 2026 J 15.061 0 0 $0
John J Brinling JR Interim President & CEO 23 Mei 2008 A 28.883 0 0 $0
Julie Marie Pelkowski EVP & CFO 31 Juli 2026 J 675 0 0 $0
Gregory J Gutting EVP & CFO 30 April 2023 J 297 0 0 $0
Marcia A Dall EVP & CFO 20 Juni 2014 A 6.648 0 0 $0
Philip A Garcia Executive VP & CFO 23 Jan. 2009 A 11.525 0 0 $0
Terrence W Cavanaugh President 6 Des. 2016 G 59.439 0 0 $0
Cody Cook Executive Vice President 31 Juli 2026 J 1.159 0 0 $0
Sarah Shine Executive Vice President 31 Juli 2026 J 569 0 0 $0
Anthony Dabreo Senior Vice President, Life 31 Juli 2026 J 921 0 0 $0
Douglas Edward Smith EVP 31 Juli 2026 J 5.172 0 0 $0
Sean Dugan Executive Vice President 21 Juli 2026 J — 0 0 $0
Parthasarathy Srinivasa EVP, Chief Information Officer 21 Juli 2026 J — 0 0 $0
Jorie L Novacek SVP, Controller 21 Juli 2026 J — 0 0 $0
Brian W. Bolash EVP,Secretary,General Counsel 21 Juli 2026 J — 0 0 $0
Marc Cipriani Senior Vice President 21 Juli 2026 J 15.997 0 0 $0
Lorianne Feltz-Upperman Executive Vice President 30 Juni 2024 J 4.561 0 0 $0
Louis F Colaizzo SVP 30 April 2024 J 3.568 0 0 $0
Robert Ingram Executive VP & CIO 20 Okt. 2021 J 14.504 0 0 $0
Oakley Dionne Wallace EVP 31 Juli 2021 J 1.994 0 0 $0
Michael A Plazony Senior Vice President 3 Jan. 2017 J 2.375 0 0 $0
George D Dufala Executive Vice President 30 Juni 2016 S 0 0 0 $0
Richard F Burt JR Senior Vice President 20 Juni 2014 A 3.036 0 0 $0
Scott W. Beilharz Vice President 1 April 2014 J 102 0 0 $0
Robert W Mcnutt Vice President & Treasurer 1 April 2014 J 190 0 0 $0
Sherri A Silver Senior Vice President 1 April 2014 J 460 0 0 $0
Matthew W Myers Senior Vice President 1 April 2014 J 2.790 0 0 $0
Christopher J Zimmer Senior Vice President 1 April 2014 J 6.491 0 0 $0
Jeffrey W Brinling Senior Vice President 1 April 2014 J 8.484 0 0 $0
Jayashree Ishwar Senior Vice President 3 Feb. 2014 J 6 0 0 $0
Randall T Peterman Senior Vice President 3 Feb. 2014 J 716 0 0 $0
Christina M Marsh Senior Vice President 3 Feb. 2014 J 770 0 0 $0
Gary D Veshecco Senior Vice President 18 Sep. 2013 S 130 0 0 $0
Bradley C Eastwood Senior VP & Chief Actuary 9 Agu 2013 P 250 0 0 $0
TANOUS JAMES J Exec VP,Secy & General Counsel 1 Mei 2013 J 11.528 0 0 $0
Ann H Zaprazny Senior Vice President 28 Des. 2012 P 200 0 0 $0
Michael S Zavasky Executive Vice President 17 Sep. 2012 S 501 0 0 $0
John R Patun Vice President 2 Juli 2012 J 122 0 0 $0
Bradley G Postema Senior Vice President & CIO 27 Maret 2012 P 100 0 0 $0
Timothy G Maher Senior Vice President 21 Juli 2011 A 1.302 0 0 $0
Douglas F Ziegler Senior VP, Treasurer & CIO 21 Juli 2011 A 30.347 0 0 $0
Terry L Hamman Regional Vice President 16 Juni 2009 A 3.204 0 0 $0
Patricia A Rech Senior Vice President 3 Nov. 2008 J 6.291 0 0 $0
Kevin A Marti Executive Vice President-EFL 1 Okt. 2008 J 448 0 0 $0
Michael J Krahe Executive Vice President 1 Juli 2008 J 2.880 0 0 $0
Thomas B Morgan Executive Vice President 1 Feb. 2008 J 10.077 0 0 $0
William F Hirt Chairman of the Board 23 April 2007 J 1.868.084 0 0 $0
Jan R Van Gorder Sr Exec VP, Secy & Gen Counsel 8 Des. 2006 G 13.914 0 0 $0
James R Roehm Former Senior Vice President 20 Juni 2006 G 4.033 0 0 $0
William David Edwards Direktur 31 Juli 2026 J — 0 0 $0

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

Aktivis & pemilik 5%+ 7 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
Thomas B. Hagen, Hagen Family Limited Partnership 21 Nov. 2008 — Pengajuan awal — SEC
Elizabeth A. Vorsheck 30 Juli 2007 — Pengajuan awal — SEC
24 Juli 2007 — Pengajuan awal — SEC
6 April 2007 — Pengajuan awal — SEC
Susan Hirt Hagen ×4 pengajuan 14 Feb. 2006 — Pengajuan awal — SEC
27 Jan. 2006 — Pengajuan awal — SEC
Sentinel Trust Company, LBA 24 Jan. 2006 — 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 107 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
KNG · First Trust Exchange-Traded Fund IV 1,26% 193.141 NS 30 April 2026 N-PORT
NOBL · ProShares Trust 1,23% 639.031 NS 31 Mei 2026 N-PORT
SOVF · Elevation Series Trust 0,46% 1.988 NS 30 April 2026 N-PORT
FQAL · FIDELITY COVINGTON TRUST 0,42% 26.339 NS 30 April 2026 N-PORT
VUSE · ETF Series Solutions 0,37% 12.074 NS 31 Mei 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,15% 4.151 NS 30 April 2026 N-PORT
SCHD · SCHWAB STRATEGIC TRUST 0,14% 607.566 NS 31 Mei 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 10.211 NS 30 April 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,09% 36.476 NS 31 Mei 2026 N-PORT
CSM · ProShares Trust 0,08% 2.012 NS 31 Mei 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,07% 6.691 NS 30 April 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,06% 30 NS 31 Mei 2026 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0,06% 1.771 NS 31 Mei 2026 N-PORT
FAS · Direxion Shares ETF Trust 0,05% 4.858 NS 30 April 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,05% 952 NS 31 Mei 2026 N-PORT
UYG · ProShares Trust 0,05% 1.566 NS 31 Mei 2026 N-PORT
SPXD · DBX ETF Trust 0,05% 15 NS 31 Mei 2026 N-PORT
PALC · Pacer Funds Trust 0,04% 421 NS 30 April 2026 N-PORT
AVLV · AMERICAN CENTURY ETF TRUST 0,03% 19.973 NS 31 Mei 2026 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0,03% 360 NS 31 Mei 2026 N-PORT
DXUV · Dimensional ETF Trust 0,03% 531 NS 30 April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,02% 856 NS 31 Mei 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,02% 11.529 NS 31 Mei 2026 N-PORT
DFAC · Dimensional ETF Trust 0,02% 43.765 NS 30 April 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,02% 439 NS 31 Mei 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 2.711 NS 30 April 2026 N-PORT
VEGN · ETF Series Solutions 0,02% 138 NS 30 April 2026 N-PORT
SCHV · SCHWAB STRATEGIC TRUST 0,02% 12.774 NS 31 Mei 2026 N-PORT
AVLC · AMERICAN CENTURY ETF TRUST 0,02% 928 NS 31 Mei 2026 N-PORT
SPXT · ProShares Trust 0,01% 172 NS 31 Mei 2026 N-PORT
DFSU · Dimensional ETF Trust 0,01% 1.091 NS 30 April 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 5.597 NS 30 April 2026 N-PORT
XYLD · Global X Funds 0,01% 1.516 NS 30 April 2026 N-PORT
EGLE · Global X Funds 0,01% 1 NS 30 April 2026 N-PORT
CATH · Global X Funds 0,01% 565 NS 30 April 2026 N-PORT
TOV · EA Series Trust 0,01% 59 NS 30 April 2026 N-PORT
XYLG · Global X Funds 0,01% 29 NS 30 April 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,01% 6.105 NS 31 Mei 2026 N-PORT
SPXV · ProShares Trust 0,01% 17 NS 31 Mei 2026 N-PORT
PTLC · Pacer Funds Trust 0,01% 1.313 NS 30 April 2026 N-PORT
SPXE · ProShares Trust 0,01% 34 NS 31 Mei 2026 N-PORT
CHRI · Global X Funds 0,01% 2 NS 30 April 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0,01% 86 NS 30 April 2026 N-PORT
TILT · FlexShares Trust 0,01% 770 NS 30 April 2026 N-PORT
QDPL · Pacer Funds Trust 0,01% 570 NS 30 April 2026 N-PORT
GUSA · Goldman Sachs ETF Trust II 0,01% 862 NS 31 Mei 2026 N-PORT
SCHK · SCHWAB STRATEGIC TRUST 0,01% 2.085 NS 31 Mei 2026 N-PORT
SCHX · SCHWAB STRATEGIC TRUST 0,01% 26.316 NS 31 Mei 2026 N-PORT
XRMI · Global X Funds 0,01% 17 NS 30 April 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,01% 14.817 NS 31 Mei 2026 N-PORT