HURN Huron Consulting Group Inc. - Common Stock

NASDAQ · Professional Services · Lihat di SEC EDGAR ↗
$157,26
Harga · Agu 19, 2026
Fundamental per Jul 28, 2026

Tentang Huron Consulting Group Inc. - Common Stock Tinjauan perusahaan dari Wikipedia

Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.

Baca selengkapnya

Huron Consulting Group, commonly known as Huron, is an American management consulting company headquartered in Chicago, Illinois. The firm provides consulting and digital services to clients in the healthcare, life sciences, commercial, and higher education industries.

History

Huron was founded in May 2002 in Chicago, Illinois, by a group of former employees of Arthur Andersen in the wake of that firm's high-profile collapse. The firm's headquarters remain in Chicago and it has 25 global locations across North America, Europe and Asia Pacific.

In May 2004, Huron filed a registration statement with the Securities and Exchange Commission (SEC) relating to the initial public offering of its common stock. Huron Consulting Group Inc., the holding company, became a public company trading common stock on the NASDAQ Global Select Market exchange under the ticker "HURN" in October 2004.

In 2010, Huron acquired Click Commerce, a supplier of software-based applications and professional services to academic medical centers and research institutions. Terms of the acquisition were not disclosed.

In September 2013, Huron acquired Blue Stone International, LLC, a provider of Oracle Corporation professional services. Under the terms of the agreement, Huron acquired the assets of Blue Stone for $30 million in cash.

Huron acquired three other companies in 2014, Threshold Consulting, Inc., a consulting firm that provides customer relationship management consulting, cloud-based software as a service applications, business intelligence tools and data warehousing; Vonlay, LLC, a healthcare technology consulting firm; and The Frankel Group Associates LLC, a life sciences consulting firm.

In 2015, Huron acquired a number of other companies: the India affiliate of Rittman Mead Consulting Ltd., Rittman Mead India, a data and analytics consulting firm that specializes in the implementation of enterprise performance management and analytics systems; Cloud62, a firm specializing in complex Salesforce.com implementations and related cloud-based applications Studer Group, a professional services firm that consults with healthcare providers on clinical outcomes and financial results;, and Sky Analytics, a Massachusetts-based provider of legal software for corporate law departments.

In February 2016 Huron acquired MyRounding, a firm specializing in digital health products. In May 2016, Huron acquired ADI Strategies, Inc., an enterprise performance management and business intelligence firm, while in July of that year Huron acquired Healthcare Services Management, Inc. (HSM), a healthcare information technology consultant.

In January 2017, Huron acquired Pope Woodhead & Associates, a UK-based life sciences firm.

Huron launched a college athletics business in 2020, consulting schools on finance, budgeting, conference realignment and fundraising.

In January 2022, Huron acquired AIMDATA, LLC, an enterprise information data consulting firm who specialize in Boomi.

Controversies

In 2009, the U.S. Securities and Exchange Commission (SEC) announced an investigation in Huron for a series of major accounting errors dating over several years. Six related shareholder class-action lawsuits were also filed against the company. On July 31, 2009, Huron announced that the company would restate its financial statements for 2006, 2007, 2008, and first quarter 2009. The chairman of the board and CEO Gary Holdren, CFO Gary Burge, and Chief Accounting Officer Wayne Lipski all resigned.

In 2010, Huron reached a settlement in its shareholder lawsuits in return for a payment of $38m. On July 19, 2012, Huron announced it had reached a final settlement with the SEC resolving the previously disclosed SEC investigation into the Company's August 2009 restatement of its financial statements for the years ended 2006, 2007 and 2008 and the first quarter of 2009. The Company agreed to the settlement without admitting or denying the SEC's findings, but also agreed to pay a $1m civil fine.

Huron's role in higher education restructuring has attracted criticism. The company advocates for using post-Hurricane Katrina dispossessions as a model for how universities should operate, in the form of staff and faculty layoffs, program closures, salary reductions, and hiring freezes. Peter Stokes, Managing Director of Huron's Higher Education Practice, has argued that higher education institutions should align their curriculums with corporate needs.

Huron's austerity-based recommendations led to major layoffs and the termination of many non-STEM programs at the University of Wisconsin in 2017, the University of New Hampshire in 2019, and the New School in 2022. In 2023, faculty at West Virginia University stated that Huron had provided "ill-informed consulting and faulty data" which contributed to the institution's major budget shortfall, debt crisis, and program cuts.

== References ==

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

Wikidata ↗

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

Harga
$157.25
Kapitalisasi Pasar
P/E (TTM)
29.6
EPS (TTM)
$5.84
Pendapatan (TTM)
$1.70B
Imbal Hasil Dividen
ROE
20.9%
D/E Utang/Ekuitas
1.0
Rentang 52M
$85 – $187

HURN 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 $1.70B
10-point trend, +112.9%
2016-12-31 2025-12-31
EPS $5.84
10-point trend, +231.8%
2016-12-31 2025-12-31
Arus Kas Bebas $183M
10-point trend, +60.0%
2016-12-31 2025-12-31
Margin 6.2%

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

Metrik
Tren 5 Tahun
HURN
Median Rekan
P/E (TTM)
5-point trend, +71.5%
29.6
23.3

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

Metrik
Tren 5 Tahun
HURN
Median Rekan
Operating Margin (Margin Operasi)
5-point trend, +84.4%
10.5%
Net Profit Margin (Margin Laba Bersih)
5-point trend, -9.1%
6.2%
5.9%
ROA
5-point trend, +26.2%
7.3%
4.1%
ROE
5-point trend, +83.6%
20.9%
15.1%
ROIC
5-point trend, +158.6%
13.4%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
HURN
Median Rekan
Debt / Equity (Utang / Ekuitas)
5-point trend, +136.9%
1.0
Current Ratio (Rasio Lancar)
5-point trend, -6.8%
1.2
2.3
Quick Ratio (Rasio Cepat)
5-point trend, -21.1%
0.6

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

Metrik
Tren 5 Tahun
HURN
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +83.3%
11.7%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +83.3%
13.6%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +83.3%
14.3%
EPS YoY
5-point trend, +102.1%
-6.9%
Net Income YoY (Laba Bersih YoY)
5-point trend, +66.8%
-9.9%

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

Metrik
Tren 5 Tahun
HURN
Median Rekan
EPS (Diluted)
5-point trend, +102.1%
$5.84

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
HURN
Median Rekan

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

BELI 11 analis
  • Beli Kuat 5 45,5%
  • Beli 5 45,5%
  • Tahan 1 9,1%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

4 analis · 2026-08-17
Target median $194.00 +23,4%
Target rata-rata $190.75 +21,3%

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

Kejutan Rata-rata
0.21%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $2.46 $2.22 0.24%
31 Maret 2026 $1.73 $1.64 0.09%
31 Des. 2025 $2.17 $1.99 0.18%
30 Sep. 2025 $2.10 $1.91 0.19%
30 Juni 2025 $1.89 $1.83 0.06%
31 Maret 2025 $1.68 $1.18 0.50%

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

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
HURN 29.6 11.7% 6.2% 20.9%
AMTM $6.32B 96.1 71.6% 0.46% 1.5%
FCN $5.27B 20.7 2.4% 7.1% 14.9% 32.1%
EXPO 33.9 4.2% 18.2% 25.9%
CBZ $2.74B 27.6 52.1% 4.2% 12.9%
INOD $1.65B 55.4 47.6% 12.8% 37.7% 39.5%
TIC
ICFI $1.56B 17.2 -7.3% 4.9% 9.0%
BKSY -9.0 4.4%

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

Laporan Laba Rugi 14
Data Laporan Laba Rugi Tahunan untuk HURN
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +142.2% $1.70B $1.52B $1.40B $1.16B $927M $871M $965M $878M $808M $798M $769M $702M
Cost of Revenue 8-point trend, +43.1% · · · · $662M $625M $670M $609M $455M $524M $489M $463M
SG&A Expense 12-point trend, +139.5% $318M $287M $258M $210M $178M $171M $203M $181M $175M $160M $158M $133M
Operating Expenses 12-point trend, +910.5% $1.52B $1.35B $1.27B $1.06B $874M $900M $232M $217M $474M $199M $177M $150M
Operating Income 12-point trend, +102.1% $179M $169M $125M $100M $53M $-29M $64M $52M $-207M $74M $103M $88M
Other Non-op 12-point trend, -2423.2% $-9M $11M $-22M $21M $35M $4M $4M $-8M $4M $1M $-2M $400.0K
Pretax Income 12-point trend, +68.7% $135M $154M $84M $109M $80M $-34M $52M $25M $-223M $59M $84M $80M
Income Tax 12-point trend, -9.1% $30M $37M $21M $33M $17M $-10M $11M $11M $-52M $20M $22M $33M
Net Income 12-point trend, +32.9% $105M $117M $62M $76M $63M $-24M $42M $14M $-170M $38M $59M $79M
EPS (Basic) 12-point trend, +71.0% $6.02 $6.52 $3.32 $3.73 $2.94 $-1.09 $1.90 $0.63 $-7.93 $1.78 $2.67 $3.52
EPS (Diluted) 12-point trend, +69.3% $5.84 $6.27 $3.19 $3.64 $2.89 $-1.09 $1.85 $0.62 $-7.93 $1.76 $2.61 $3.45
Shares (Basic) 12-point trend, -22.2% 17,445,000 17,894,000 18,832,000 20,249,000 21,439,000 21,882,000 21,993,000 21,706,000 21,439,000 21,084,000 22,136,000 22,431,000
Shares (Diluted) 12-point trend, -21.5% 17,991,000 18,613,000 19,601,000 20,746,000 21,809,000 21,882,000 22,507,000 22,058,000 21,439,000 21,424,000 22,600,000 22,925,000
EBITDA 12-point trend, +37.0% $211M $194M $150M $127M $79M $1M $98M $91M $-157M $121M $162M $154M
Neraca 24
Data Neraca Tahunan untuk HURN
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -90.5% $25M $22M $12M $12M $21M $67M $12M $33M $17M $17M $58M $257M
Receivables 12-point trend, +143.8% $187M $198M $163M $148M $122M $88M $117M $110M $102M $94M $85M $76M
Prepaid Expense 11-point trend, +21.5% $34M $28M $28M $26M $15M $17M $14M $14M $11M $13M $28M ·
Current Assets 12-point trend, -7.7% $449M $409M $400M $328M $258M $231M $225M $233M $191M $180M $228M $486M
PP&E (Net) 12-point trend, -23.5% $23M $22M $24M $26M $31M $29M $38M $40M $46M $32M $29M $31M
PP&E (Gross) 12-point trend, -42.6% $71M $75M $84M $84M $94M $90M $119M $123M $116M $100M $94M $124M
Accum. Depreciation 12-point trend, -48.9% $47M $53M $61M $58M $63M $61M $80M $83M $70M $68M $65M $93M
Goodwill 12-point trend, +52.9% $787M $679M $626M $625M $621M $594M $647M $645M $646M $800M $751M $515M
Intangibles 12-point trend, +235.6% $73M $26M $18M $23M $32M $20M $32M $48M $72M $81M $95M $22M
Other Non-current Assets 12-point trend, +576.6% $135M $117M $92M $73M $68M $62M $52M $31M $25M $25M $21M $20M
Total Assets 12-point trend, +32.1% $1.53B $1.34B $1.26B $1.20B $1.12B $1.05B $1.10B $1.05B $1.04B $1.15B $1.16B $1.16B
Accounts Payable 12-point trend, +14.3% $12M $12M $10M $14M $14M $648.0K $8M $10M $9M $7M $7M $11M
Accrued Liabilities 12-point trend, +123.5% $38M $27M $33M $27M $23M $15M $19M $17M $20M $20M $24M $17M
Current Liabilities 12-point trend, +117.4% $383M $339M $303M $246M $205M $187M $205M $418M $139M $136M $131M $176M
Capital Leases 8-point trend, +24371000.00 $24M $30M $39M $46M $54M $62M $69M $0 · · · ·
Deferred Tax 12-point trend, +39.8% $37M $28M $28M $32M $12M $428.0K $8M $732.0K $1M $36M $35M $27M
Long-term Debt 12-point trend, +42.9% $510M $357M $324M $290M $233M $203M $209M $297M $343M $292M $307M $357M
Total Debt 12-point trend, +42.9% $510M $357M $324M $290M $233M $203M $209M $297M $343M $292M $312M $357M
Common Stock 12-point trend, -14.9% $205.0K $208.0K $212.0K $223.0K $239.0K $246.0K $247.0K $244.0K $241.0K $235.0K $241.0K $241.0K
Retained Earnings 12-point trend, +149.9% $637M $532M $415M $353M $277M $214M $238M $196M $180M $351M $314M $255M
Treasury Stock 12-point trend, +102.0% $190M $160M $142M $138M $136M $130M $128M $125M $122M $113M $104M $94M
AOCI 12-point trend, -132.2% $-6M $12M $23M $18M $17M $13M $15M $16M $10M $4M $4M $-3M
Stockholders' Equity 12-point trend, -12.0% $529M $561M $533M $552M $572M $552M $585M $541M $503M $648M $652M $601M
Liabilities + Equity 12-point trend, +32.1% $1.53B $1.34B $1.26B $1.20B $1.12B $1.05B $1.10B $1.05B $1.04B $1.15B $1.16B $1.16B
Arus Kas 16
Data Arus Kas Tahunan untuk HURN
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +4.6% $32M $25M $25M $27M $26M $30M $34M $39M $50M $47M $58M $31M
Stock-based Comp 12-point trend, +131.1% $47M $45M $46M $31M $26M $24M $24M $19M $15M $17M $21M $20M
Deferred Tax 12-point trend, -9.3% $11M $3M $-6M $19M $12M $-10M $9M $11M $-54M $1M $14M $12M
Amort. of Intangibles 12-point trend, +27.0% $11M $6M $8M $11M $9M $13M $18M $24M $35M $33M $29M $9M
Restructuring 12-point trend, +225.0% $9M $10M $12M $10M $12M $21M $2M $4M $6M $10M $3M $3M
Other Non-cash 12-point trend, -152.6% $-1M $12M $8M $-67M $-109M $116M $23M $19M $259M $26M $12M $3M
Operating Cash Flow 12-point trend, +32.1% $193M $201M $135M $85M $18M $137M $132M $102M $100M $129M $168M $146M
CapEx 12-point trend, -59.7% $10M $9M $9M $13M $11M $8M $13M $9M $24M $14M $19M $26M
Investing Cash Flow 9-point trend, -13.0% $-146M $-80M $-37M $-20M $-20M $-42M $-35M $-19M $-129M · · ·
Net Debt Issued 12-point trend, -519.9% $-955M $-710M $-320M $-257M $-205M $-289M $-193M $-260M $-241M $-224M $-366M $-154M
Stock Repurchased 8-point trend, +166725000.00 $167M $123M $123M $120M $65M $27M $13M $0 · · · ·
Net Stock Activity 6-point trend, -514.3% $-167M $-123M $-123M $-120M $-65M $-27M · · · · · ·
Financing Cash Flow 9-point trend, -256.2% $-45M $-112M $-98M $-74M $-44M $-40M $-119M $-67M $29M · · ·
Net Change in Cash 12-point trend, -98.7% $3M $10M $315.0K $-9M $-46M $56M $-22M $16M $-118.0K $-41M $-198M $199M
Taxes Paid 3-point trend, -19.3% $27M $30M $34M · · · · · · · · ·
Free Cash Flow 12-point trend, +51.8% $183M $193M $126M $73M $7M $129M $119M $93M $75M $114M $146M $121M
Profitabilitas 7
Data Profitabilitas Tahunan untuk HURN
Metrik Tren 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -24.0% 10.5% 11.1% 9.0% 8.6% 5.7% -3.3% 6.6% 5.9% -25.7% 9.3% 13.5% 13.8%
Net Margin 12-point trend, -30.5% 6.2% 7.7% 4.5% 6.5% 6.8% -2.7% 4.3% 1.6% -21.1% 4.7% 7.7% 8.9%
Pretax Margin 12-point trend, -38.3% 8.0% 10.1% 6.0% 9.4% 8.6% -3.9% 5.4% 2.9% -27.6% 7.4% 10.9% 12.9%
EBITDA Margin 12-point trend, -28.3% 12.4% 12.8% 10.7% 11.0% 8.5% 0.16% 10.2% 10.4% -19.5% 15.2% 21.0% 17.3%
ROA 12-point trend, -5.4% 7.3% 8.9% 5.1% 6.5% 5.8% -2.2% 3.9% 1.3% -15.5% 3.2% 5.1% 7.7%
ROE 12-point trend, +49.7% 20.9% 21.5% 11.5% 13.6% 11.4% -4.3% 7.1% 2.5% -29.5% 5.8% 9.4% 14.0%
ROIC 12-point trend, +50.9% 13.4% 13.9% 10.9% 8.2% 5.2% -2.7% 6.4% 3.4% -18.8% 5.3% 8.0% 8.9%
Likuiditas & Solvabilitas 4
Data Likuiditas & Solvabilitas Tahunan untuk HURN
Metrik Tren 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -57.6% 1.2 1.2 1.3 1.3 1.3 1.2 1.1 0.6 1.4 1.3 1.7 2.8
Quick Ratio 12-point trend, -72.7% 0.6 0.6 0.6 0.7 0.7 0.8 0.6 0.3 0.9 0.8 1.1 2.0
Debt / Equity 12-point trend, +62.4% 1.0 0.6 0.6 0.5 0.4 0.4 0.4 0.5 0.7 0.5 0.5 0.6
LT Debt / Equity 12-point trend, +69.7% 0.9 0.6 0.6 0.5 0.4 0.4 0.4 0.1 0.7 0.5 0.5 0.5
Efisiensi 2
Data Efisiensi Tahunan untuk HURN
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +35.9% 1.2 1.2 1.1 1.0 0.9 0.8 0.9 0.8 0.7 0.7 0.7 0.9
Receivables Turnover 12-point trend, +10.6% 8.8 8.4 9.0 8.6 8.8 8.6 8.5 8.3 8.2 8.9 9.5 8.0
Per Saham 3
Data Per Saham Tahunan untuk HURN
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, +143.5% $94.44 $81.76 $71.36 $55.86 $42.50 $39.80 $42.90 $39.80 $37.68 $37.25 $34.03 $38.79
Cash Flow / Share 12-point trend, +68.3% $10.75 $10.82 $6.90 $4.12 $0.82 $6.25 $5.87 $4.61 $4.65 $5.99 $7.27 $6.39
EPS (TTM) 12-point trend, +69.3% $5.84 $6.27 $3.19 $3.64 $2.89 $-1.09 $1.85 $0.62 $-7.93 $1.76 $2.61 $3.45
Tingkat Pertumbuhan 7
Data Tingkat Pertumbuhan Tahunan untuk HURN
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +81.5% 11.7% 8.8% 20.7% 25.0% 6.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -20.5% 13.6% 18.0% 17.1% · · · · · · · · ·
Revenue CAGR 5Y 14.3% · · · · · · · · · · ·
EPS YoY 4-point trend, -126.4% -6.9% 96.5% -12.4% 25.9% · · · · · · · ·
EPS CAGR 3Y 2-point trend, -42.1% 17.1% 29.5% · · · · · · · · · ·
Net Income YoY 4-point trend, -149.8% -9.9% 86.7% -17.3% 20.0% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, -49.1% 11.6% 22.8% · · · · · · · · · ·
Valuasi (TTM) 4
Data Valuasi (TTM) Tahunan untuk HURN
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +142.2% $1.70B $1.52B $1.40B $1.16B $927M $871M $965M $878M $808M $798M $769M $702M
Net Income TTM 12-point trend, +32.9% $105M $117M $62M $76M $63M $-24M $42M $14M $-170M $38M $59M $79M
P/E 12-point trend, +49.4% 29.6 19.8 32.2 19.9 17.3 -54.1 37.1 82.8 -5.1 28.8 22.8 19.8
Earnings Yield 12-point trend, -32.9% 3.4% 5.1% 3.1% 5.0% 5.8% -1.8% 2.7% 1.2% -19.6% 3.5% 4.4% 5.0%

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 $1.70B$1.52B$1.40B$1.16B$927M
Margin Operasi % 10.5%11.1%9.0%8.6%5.7%
Laba Bersih $105M$117M$62M$76M$63M
EPS Dilusian $5.84$6.27$3.19$3.64$2.89
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 1.00.60.60.50.4
Rasio Lancar 1.21.21.31.31.3
Rasio Cepat 0.60.60.60.70.7
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $183M$193M$126M$73M$7M

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Pemilik institusional (13F) 275 pengaju · $1.0B 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
39 (-14 vs Kuartal sebelumnya) 69 (+13 vs Kuartal sebelumnya) 87 (-5 vs Kuartal sebelumnya) 81 (-17 vs Kuartal sebelumnya) +173K

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
FIDUCIARY MANAGEMENT INC /WI/ $116.604.289 1.293.304 11,62% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $63.899.728 708.737 6,37% Saham
VANGUARD CAPITAL MANAGEMENT LLC $62.482.142 693.014 6,23% Saham
DIMENSIONAL FUND ADVISORS LP $57.108.967 633.418 5,69% Saham
PRINCIPAL FINANCIAL GROUP INC $55.232.827 612.609 5,50% Saham
Boston Partners $45.169.364 491.335 4,50% Saham
BloombergSen Inc. $44.995.159 499.059 4,48% Saham
FMR LLC $43.786.655 485.655 4,36% Saham
STATE STREET CORP $38.117.574 422.777 3,80% Saham
GEODE CAPITAL MANAGEMENT, LLC $33.704.664 373.765 3,36% Saham
JENNISON ASSOCIATES LLC $29.413.077 326.232 2,93% Saham
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $27.304.000 302.844 2,72% Saham
Sunriver Management LLC $21.247.376 235.663 2,12% Saham
Invenomic Capital Management LP $19.841.782 220.073 1,98% Saham
Aristotle Capital Boston, LLC $19.612.602 217.531 1,95% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $16.390.186 181.790 1,63% Saham
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $15.359.477 170.358 1,53% Saham
Leeward Investments, LLC - MA $14.648.476 162.472 1,46% Saham
Rockefeller Capital Management L.P. $13.556.367 150.359 1,35% Saham
GOLDMAN SACHS GROUP INC $12.497.889 138.619 1,25% Saham
LOOMIS SAYLES & CO L P $11.645.697 129.167 1,16% Saham
VANGUARD FIDUCIARY TRUST CO $9.965.745 110.534 0,99% Saham
Ninety One UK Ltd $8.933.953 99.090 0,89% Saham
CONGRESS ASSET MANAGEMENT CO $8.560.241 94.945 0,85% Saham
RENAISSANCE GROUP LLC $7.989.709 88.617 0,80% Saham
Asset Management One Co., Ltd. $7.547.663 59.202 0,75% Saham
BARCLAYS PLC $6.052.711 67.133 0,60% Saham
ENVESTNET ASSET MANAGEMENT INC $5.704.937 63.276 0,57% Saham
WOLVERINE TRADING, LLC $5.582.500 38.500 0,56% Opsi jual
JANE STREET GROUP, LLC $5.545.381 61.506 0,55% Saham
XTX Topco Ltd $5.319.530 59.001 0,53% Saham
UBS Group AG $4.582.833 50.830 0,46% Saham
Hillsdale Investment Management Inc. $4.548.572 50.450 0,45% Saham
Qube Research & Technologies Ltd $4.530.810 50.253 0,45% Saham
BANK OF AMERICA CORP /DE/ $4.523.146 50.168 0,45% Saham
SG Capital Management LLC $3.730.550 41.377 0,37% Saham
Quantinno Capital Management LP $3.598.827 39.916 0,36% Saham
Squarepoint Ops LLC $3.432.842 38.075 0,34% Saham
AMERICAN CENTURY COMPANIES INC $3.294.987 36.546 0,33% Saham
Emerald Investment Advisers, LLC $3.069.137 34.041 0,31% Saham
IEQ CAPITAL, LLC $3.025.499 33.557 0,30% Saham
Swiss National Bank $3.002.328 33.300 0,30% Saham
Quadrature Capital Ltd $2.944.626 32.660 0,29% Saham
STATE OF WISCONSIN INVESTMENT BOARD $2.842.024 31.522 0,28% Saham
Corient Private Wealth LP $2.816.237 31.236 0,28% Saham
ExodusPoint Capital Management, LP $2.716.972 30.135 0,27% Saham
MORGAN STANLEY $2.712.644 30.087 0,27% Saham
JANE STREET GROUP, LLC $2.695.784 29.900 0,27% Opsi beli
FIRST TRUST ADVISORS LP $2.683.882 29.768 0,27% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2.628.971 20.621 0,26% Saham
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $2.577.314 28.586 0,26% Saham
CITADEL ADVISORS LLC $2.524.480 28.000 0,25% Opsi beli
VICTORY CAPITAL MANAGEMENT INC $2.398.978 26.608 0,24% Saham
Edgestream Partners, L.P. $2.391.855 26.529 0,24% Saham
ALLIANCEBERNSTEIN L.P. $2.349.641 18.430 0,23% Saham
DARK FOREST CAPITAL MANAGEMENT LP $2.315.399 25.681 0,23% Saham
ISTHMUS PARTNERS, LLC $2.306.744 25.585 0,23% Saham
Numerai GP LLC $2.292.679 25.429 0,23% Saham
SCHRODER INVESTMENT MANAGEMENT GROUP $2.259.089 23.643 0,23% Saham
Redwood Investments, LLC $2.066.397 14.405 0,21% Saham
AMERIPRISE FINANCIAL INC $2.039.238 22.618 0,20% Saham
CITADEL ADVISORS LLC $2.019.584 22.400 0,20% Opsi jual
RHUMBLINE ADVISERS $1.959.163 21.730 0,20% Saham
Bank of New York Mellon Corp $1.950.882 21.638 0,19% Saham
S&T Bank/PA $1.886.147 20.920 0,19% Saham
BlackRock, Inc. $1.824.478 20.236 0,18% Saham
RICE HALL JAMES & ASSOCIATES, LLC $1.809.601 20.071 0,18% Saham
Redwood Grove Capital, LLC $1.731.072 19.200 0,17% Saham
ALGERT GLOBAL LLC $1.655.338 18.360 0,16% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.595.832 17.700 0,16% Opsi jual
PRUDENTIAL FINANCIAL INC $1.595.652 17.698 0,16% Saham
Pacific Ridge Capital Partners, LLC $1.472.223 16.329 0,15% Saham
CAPITAL FUND MANAGEMENT S.A. $1.460.411 16.198 0,15% Saham
OAK RIDGE INVESTMENTS LLC $1.444.093 16.017 0,14% Saham
WELLS FARGO & COMPANY/MN $1.409.471 15.633 0,14% Saham
NORDEA INVESTMENT MANAGEMENT AB $1.407.786 15.144 0,14% Saham
AlphaQuest LLC $1.403.510 8.117 0,14% Saham
VANGUARD ASSET MANAGEMENT, Ltd $1.395.587 15.479 0,14% Saham
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1.358.260 15.065 0,14% Saham
DIVERSIFIED MANAGEMENT INC $1.312.510 10.295 0,13% Saham
Freestone Grove Partners LP $1.253.855 13.907 0,12% Saham
VANGUARD GROUP INC $1.157.287 6.693 0,12% Saham
JANE STREET GROUP, LLC $1.136.016 12.600 0,11% Opsi jual
OP Asset Management Ltd $1.108.337 12.293 0,11% Saham
WOLVERINE TRADING, LLC $1.083.440 7.472 0,11% Saham
BURNEY CO/ $1.067.765 11.843 0,11% Saham
JANUS HENDERSON GROUP PLC $1.062.950 8.330 0,11% Saham
SEI INVESTMENTS CO $1.004.440 11.147 0,10% Saham
CITIGROUP INC $968.138 10.738 0,10% Saham
D. E. Shaw & Co., Inc. $944.967 10.481 0,09% Saham
GREAT LAKES ADVISORS, LLC $934.869 10.369 0,09% Saham
Zurcher Kantonalbank (Zurich Cantonalbank) $903.944 10.026 0,09% Saham
MetLife Investment Management, LLC $900.428 9.987 0,09% Saham
MARSHALL WACE, LLP $888.077 9.850 0,09% Saham
Sendero Wealth Management, LLC $863.553 9.578 0,09% Saham
Aquatic Capital Management LLC $858.233 9.519 0,09% Saham
CITADEL ADVISORS LLC $851.201 9.441 0,08% Saham
Moran Wealth Management, LLC $846.873 9.393 0,08% Saham
LPL Financial LLC $769.786 8.538 0,08% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $766.540 8.502 0,08% Saham

Orang dalam perusahaan 34 orang dalam · 14 pejabat · 9 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Mark C. Hussey CEO and President 29 Juli 2026 S 74.399 0 12 $-3.986.172
Gary E Holdren Chairman & CEO 1 Juli 2009 S 526.619 0 0 $0
Gary L Burge VP, CFO and Treasurer 1 Juli 2009 S 97.693 0 0 $0
David M. Shade President and COO 24 Feb. 2011 F 110.677 0 0 $0
Broadhurst Daniel P Chief Operating Officer 13 Okt. 2008 S 105.481 0 0 $0
Kyle Featherstone Chief Acct Officer, Controller 31 Juli 2026 S 1.050 0 1 $-70.076
Diane E. Ratekin EVP, Gen. Counsel, & Corp.Sec. 15 Maret 2018 F 31.556 0 0 $0
Ellen Wong Controller 1 Maret 2018 F 2.998 0 0 $0
Thomas W Burns Corporate VP and Controller 1 Maret 2012 F 1.665 0 0 $0
Natalia Delgado Corporate Secretary 1 Maret 2011 F 46.559 0 0 $0
Mary M Sawall VP, Human Resources 1 Maret 2011 F 49.381 0 0 $0
Wayne E Lipski Controller and Asst. Treasurer 1 Maret 2009 A 17.615 0 0 $0
Susan G Gallagher VP of Sales and Marketing 1 Juli 2006 A 19.997 0 0 $0
Stanley N Logan VP, Strategy & Business Dev. 1 Juli 2006 A 40.000 0 0 $0
Debra Zumwalt Direktur 14 Agu 2026 S 27.119 0 5 $-159.270
Thomas L Richards Direktur 1 Agu 2026 A 593 0 0 $0
Shoshana Vernick Direktur 1 Juli 2026 A 934 0 0 $0
George Massaro Direktur 2 Juli 2018 S 21.326 0 0 $0
James D Edwards Direktur 2 Juli 2018 S 25.106 0 0 $0
John S Moody Direktur 2 Juli 2018 S 22.790 0 0 $0
Dubose Ausley Direktur 1 April 2015 S 23.520 0 0 $0
Hugh E Sawyer III 11 Agu 2026 S 20.490 0 9 $-732.526
Joy Brown 22 Mei 2026 S 8.575 0 3 $-191.231
Ekta Singh-Bushell 11 Mei 2026 S 13.646 0 5 $-287.056
Markell Peter Kenneth 8 Mei 2026 A 14.271 0 0 $0
Eugene H Lockhart 8 Mei 2026 A 9.662 0 0 $0
John Mccartney 8 Mei 2026 A 41.817 0 11 $-1.724.809
Hope Calder-Katz 1 April 2026 F 5.078 0 0 $0
James Ronald Dail 1 Maret 2026 A 39.042 0 11 $-1.773.743
John D. Kelly 1 Maret 2026 A 82.973 0 0 $0
James H Roth 1 Maret 2026 A 34.154 0 16 $-1.565.529
Ernest W. Torain Jr. 7 Maret 2024 S 15.050 0 0 $0
James K Rojas 31 Des. 2012 F 62.778 0 0 $0
Deborah A Bricker 8 Nov. 2005 D 9.600 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
Gary E. Holdren ×2 pengajuan 20 Maret 2007 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 63 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
SAWS · ETF Series Solutions 1,35% 727 NS 30 April 2026 N-PORT
JSML · Janus Detroit Street Trust 0,65% 15.645 NS 30 April 2026 N-PORT
HAPS · Harbor ETF Trust 0,63% 7.617 NS 30 April 2026 N-PORT
JSMD · Janus Detroit Street Trust 0,39% 29.210 NS 30 April 2026 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0,23% 18.317 NS 30 April 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,20% 1.833 NS 31 Mei 2026 N-PORT
FSCC · Federated Hermes ETF Trust 0,15% 3.848 NS 31 Mei 2026 N-PORT
ESSC · Strategy Shares 0,14% 267 NS 30 April 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,13% 34.254 NS 31 Mei 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,13% 33.203 NS 30 Juni 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,12% 6.574 NS 30 April 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,10% 612 NS 30 April 2026 N-PORT
EBIT · Harbor ETF Trust 0,08% 71 NS 30 April 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,07% 12.322 NS 30 April 2026 N-PORT
RSSL · Global X Funds 0,07% 7.363 NS 30 April 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,06% 5.433 NS 30 April 2026 N-PORT
DFAS · Dimensional ETF Trust 0,05% 54.528 NS 30 April 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,05% 1.709 NS 30 April 2026 N-PORT
ITWO · ProShares Trust 0,05% 803 NS 31 Mei 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,05% 4.187 NS 31 Mei 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,04% 33.303 NS 31 Mei 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,04% 76.532 NS 31 Mei 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,03% 5.120 NS 30 April 2026 N-PORT
UWM · ProShares Trust 0,03% 628 NS 31 Mei 2026 N-PORT
DXUV · Dimensional ETF Trust 0,03% 822 NS 30 April 2026 N-PORT
URTY · ProShares Trust 0,02% 633 NS 31 Mei 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 2.516 NS 30 April 2026 N-PORT
DFUV · Dimensional ETF Trust 0,01% 14.695 NS 30 April 2026 N-PORT
DFAC · Dimensional ETF Trust 0,01% 39.690 NS 30 April 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 2.529 NS 30 April 2026 N-PORT
SFGV · EA Series Trust 0,01% 1.240 NS 29 Mei 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 656 NS 31 Mei 2026 N-PORT
HDG · ProShares Trust 0,01% 16 NS 31 Mei 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 5.823 NS 31 Mei 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 3.916 NS 30 April 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 5.015 NS 30 April 2026 N-PORT
TILT · FlexShares Trust 0,00% 489 NS 30 April 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,00% 350 NS 31 Mei 2026 N-PORT
EBI · RBB Fund Trust 0,00% 137 NS 31 Mei 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 9.000 NS 31 Mei 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VB · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VBK · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VBR · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VTI · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VFQY · VANGUARD WELLINGTON FUND 30 Juli 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 15 Juli 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
VTWG · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian