PIPR Piper Sandler Companies Common Stock

NYSE · Financial Services · Lihat di SEC EDGAR ↗
$76,32
Harga · Agu 19, 2026
Fundamental per Agu 5, 2026
Rentang 52M
$69–$95
29% of range
Peringkat Analis
BUY
11 analysts
Target Harga
$87
+14% upside
P/E (TTM)
19.3
ROE
21.6%
Margin Laba Bersih
14.8%

Tentang Piper Sandler Companies Common Stock Tinjauan perusahaan dari Wikipedia

Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.

Baca selengkapnya

Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.

Founded in 1895 and headquartered in Minneapolis, Minnesota, Piper Sandler has more than 60 offices spanning across six countries.

History

Piper Sandler's roots can be traced back to 1895 when George Lane established George B. Lane, Commercial Paper and Collateral Loans & Co., a commercial paper brokerage, in Minneapolis. In 1913, Piper, Jaffray & Co. was established as another commercial paper business by H.C. Piper Sr. and Clive Palmer Jaffray. In 1917, George B. Lane & Co. merged with Piper, Jaffray & Co. to form Lane, Piper & Jaffray.

The firm first obtained a seat on the New York Stock Exchange in 1931 with the acquisition of Hopwood & Company, which had been devastated by the stock market crash. In 1971, Piper Jaffray & Hopwood became the first regional brokerage firm to offer its own stock for public sales, becoming a publicly held corporation. Later, in 1986, Piper's common stock began trading on the NASDAQ under the ticker symbol PIPR.

In 1992, the name of the broker-dealer changed from Piper Jaffray & Hopwood Incorporated to Piper Jaffray Inc.

In 1998, the firm was acquired by U.S. Bancorp, also based in Minneapolis, for $730 million in cash. From 1999 to 2003, the firm was known as U.S. Bancorp Piper Jaffray. In 2003, U.S. Bancorp spun off Piper Jaffray in a stock dividend to its shareholders, making the company independent once again under the symbol PJC. In 2006, the company sold its brokerage business to Zurich-based UBS for $510 million in cash. The business had approximately 800 brokers at that time.

On July 9, 2019, Piper Jaffray announced the purchase of leading financial services investment bank Sandler O'Neill for $485M; the new combined firm is named Piper Sandler Companies. Piper Jaffray CEO Chad Abraham would continue to lead the combined company.

Acquisition history

2004: Piper Jaffray acquired Vie Securities, LLC.

2007: Piper Jaffray acquires FAMCO, acquires Hong Kong–based investment bank Goldbond Capital Holdings Limited

2010: Piper Jaffray acquires Advisory Research, Inc.

2013: Piper Jaffray acquires Seattle-Northwest Securities Corporation, acquires Edgeview Partners, L.P.

2015: Piper Jaffray acquires River Branch Holdings

2016: Piper Jaffray acquires Simmons & Company International

2019: Piper Jaffray acquires Weeden & Co., L.P.

2020: Piper Jaffray acquires Sandler O'Neill + Partners, becoming Piper Sandler Companies. Piper Sandler acquires The Valence Group, acquires TRS Advisors

2022: Piper Sandler acquires Cornerstone Macro, acquires Stamford partners LLC, acquires DBO Partners

Regulator fines

In 2002, Piper Sandler was fined $25 million by state and federal regulators to settle charges of providing biased stock ratings as part of the Global Analyst Research Settlements. Other firms, including JP Morgan, Goldman Sachs, Merrill Lynch, UBS, Deutsche Bank, and Morgan Stanley, were fined for similar reasons. Piper Sandler agreed to implement structural changes to its research and investment banking programs to restore confidence in its business.

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

Wikidata ↗

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

Harga
$76.32
Kapitalisasi Pasar
$5.15B
P/E (TTM)
19.3
EPS (TTM)
$15.82
Pendapatan (TTM)
$1.90B
Imbal Hasil Dividen
2.2%
ROE
21.6%
D/E Utang/Ekuitas
0.0
Rentang 52M
$69 – $95

PIPR 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 $1.90B
10-point trend, +147.3%
2016-12-31 → 2025-12-31
EPS $15.82
10-point trend, +1014.5%
2016-12-31 → 2025-12-31
Arus Kas Bebas —
Margin 14.8%

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

Metrik
Tren 5 Tahun
PIPR
Median Rekan
P/E (TTM)
5-point trend, +97.6%
19.3
19.6
P/S (TTM)
5-point trend, +143.7%
2.7
2.7
P/B
5-point trend, +76.1%
3.8
4.3

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

Metrik
Tren 5 Tahun
PIPR
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, +8.3%
14.8%
14.2%
ROA
5-point trend, -5.0%
11.6%
3.0%
ROE
5-point trend, -26.5%
21.6%
20.2%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
PIPR
Median Rekan
Debt / Equity (Utang / Ekuitas)
5-point trend, -84.0%
0.0
—

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

Metrik
Tren 5 Tahun
PIPR
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, -6.7%
24.3%
—
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, -6.7%
9.9%
—
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, -6.7%
8.7%
—
EPS YoY
5-point trend, -3.7%
54.5%
—
Net Income YoY (Laba Bersih YoY)
5-point trend, +1.0%
55.3%
—

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

Metrik
Tren 5 Tahun
PIPR
Median Rekan
EPS (Diluted)
5-point trend, -3.7%
$15.82
—

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
PIPR
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +13.7%
40.6%
—

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

Imbal Hasil Dividen
2.2%
Rasio Pembayaran Dividen
40.6%
CAGR Dividen 5T
—
Tanggal ex-dividenJumlah
29 Mei 2026$0,2000
3 Maret 2026$1,4250
25 Nov. 2025$0,1750
29 Agu 2025$0,1750
30 Mei 2025$0,1625
4 Maret 2025$0,9125
22 Nov. 2024$0,1625
29 Agu 2024$0,1625
23 Mei 2024$0,1500
1 Maret 2024$0,4000
20 Nov. 2023$0,1500
24 Agu 2023$0,1500
25 Mei 2023$0,1500
2 Maret 2023$0,4625
22 Nov. 2022$0,1500
25 Agu 2022$0,1500
26 Mei 2022$0,1500
1 Maret 2022$1,2750
22 Nov. 2021$0,8875
26 Agu 2021$0,1375

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

BELI 11 analis
  • Beli Kuat 3 27,3%
  • Beli 5 45,5%
  • Tahan 2 18,2%
  • Jual 1 9,1%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

4 analis · 2026-08-19
Target median $87.25 +14,3%
Target rata-rata $87.12 +14,2%

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 $1.04 $0.88 0.16%
31 Maret 2026 $1.00 $0.95 0.05%
31 Des. 2025 $1.72 $1.22 0.50%
30 Sep. 2025 $0.95 $0.82 0.14%
30 Juni 2025 $0.74 $0.57 0.17%
31 Maret 2025 $1.02 $0.73 0.30%

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

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
PIPR $1.43B 5.4 24.3% 14.8% 21.6% —
FRHC $8.88B 57.7 9.3% 7.0% 11.3% —
VIRT — 6.5 26.2% 12.9% 58.4% —
HLI — 23.1 9.6% 16.3% 18.6% —
SNEX $5.27B 17.1 32.5% 0.23% 14.4% 3.1%
MC — — — — 51.4% —
BGC — 28.8 30.0% — — —
PJT — — 14.8% 10.5% 72.7% —
LAZ — 22.4 1.5% 7.4% 31.4% —
BULL — — — — — —
LCLN — — — — — —

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

Laporan Laba Rugi 10
Data Laporan Laba Rugi Tahunan untuk PIPR
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +182.9% $1.90B $1.53B $1.36B $1.44B $2.04B $1.25B $846M $758M $844M $770M $696M $673M
Interest Income 12-point trend, -24.2% $37M $33M $27M $20M $7M $13M $27M $33M $32M $33M $42M $49M
Pretax Income 12-point trend, +239.5% $375M $218M $123M $134M $442M $69M $119M $72M $79M $-31M $86M $110M
Income Tax 12-point trend, +123.9% $81M $61M $24M $33M $111M $19M $25M $18M $54M $-17M $28M $36M
Net Income 12-point trend, +345.3% $281M $181M $85M $111M $279M $41M $112M $57M $-62M $-22M $52M $63M
EPS (Basic) 12-point trend, +335.3% $16.89 $11.44 $5.72 $7.92 $19.52 $2.94 $7.90 $3.78 $-5.07 $-1.73 $3.34 $3.88
EPS (Diluted) 12-point trend, +308.8% $15.82 $10.24 $4.96 $6.52 $16.43 $2.72 $7.69 $3.72 $-4.99 $-1.73 $3.34 $3.87
Shares (Basic) 12-point trend, +11.3% 16,658,000 15,838,000 14,958,000 13,982,000 14,265,000 13,781,000 13,555,000 13,234,000 12,807,000 12,674,000 14,368,000 14,971,000
Shares (Diluted) 12-point trend, +18.4% 17,785,000 17,695,000 17,224,000 16,965,000 16,955,000 14,901,000 13,937,000 13,425,000 12,978,000 12,779,000 14,389,000 15,025,000
EBITDA 12-point trend, +228.3% $17M $17M $18M $16M $13M $11M $9M $8M $7M $6M $5M $5M
Neraca 18
Data Neraca Tahunan untuk PIPR
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 8-point trend, +6019.4% · · · · $971M $508M $250M $50M $34M $70M $190M $16M
PP&E (Net) 12-point trend, +325.6% $77M $59M $61M $68M $52M $44M $30M $32M $25M $25M $19M $18M
PP&E (Gross) 12-point trend, +154.4% $167M $166M $152M $144M $129M $119M $96M $91M $81M $84M $71M $65M
Accum. Depreciation 12-point trend, +88.7% $89M $107M $91M $76M $77M $75M $66M $59M $56M $58M $52M $47M
Goodwill 12-point trend, +50.7% $319M $312M $302M $301M $228M $228M $88M $82M $82M $196M $218M $212M
Intangibles 12-point trend, +224.9% $100M $108M $116M $136M $120M $150M $17M $4M $9M $37M $31M $31M
Total Assets 12-point trend, -1.2% $2.59B $2.26B $2.14B $2.18B $2.57B $2.00B $1.63B $1.35B $2.02B $2.13B $2.14B $2.62B
Short-term Debt 11-point trend, -96.0% $15M $10M $30M $0 · $0 $50M $50M $290M $419M $446M $378M
Total Liabilities 12-point trend, -39.0% $1.01B $840M $842M $928M $1.34B $1.07B $822M $615M $1.28B $1.31B $1.31B $1.65B
Long-term Debt 5-point trend, -100.0% · · $0 $125M $125M $195M $175M · · · · ·
Total Debt 10-point trend, -96.0% $15M $10M $30M · · $0 $50M $50M $290M $419M $446M $378M
Common Stock 12-point trend, +299.5% $779.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K $195.0K
Retained Earnings 12-point trend, +221.0% $729M $562M $454M $453M $450M $271M $259M $183M $176M $257M $279M $227M
Treasury Stock 12-point trend, +122.6% $319M $315M $356M $442M $313M $289M $284M $300M $274M $284M $248M $143M
AOCI 12-point trend, +624.9% $3M $-1M $-894.0K $-2M $-964.0K $-197.0K $-872.0K $-1M $-1M $-3M $-189.0K $377.0K
Stockholders' Equity 12-point trend, +67.2% $1.37B $1.23B $1.09B $1.05B $1.06B $829M $731M $677M $693M $759M $784M $820M
Liabilities + Equity 12-point trend, -1.2% $2.59B $2.26B $2.14B $2.18B $2.57B $2.00B $1.63B $1.35B $2.02B $2.13B $2.14B $2.62B
Shares Outstanding 12-point trend, +342.1% 67,483,432 16,111,723 15,200,149 13,673,064 14,129,519 13,776,025 13,717,315 12,995,397 12,911,149 12,391,970 13,311,016 15,265,420
Arus Kas 16
Data Arus Kas Tahunan untuk PIPR
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +228.3% $17M $17M $18M $16M $13M $11M $9M $8M $7M $6M $5M $5M
Stock-based Comp 12-point trend, +330.8% $124M $103M $94M $131M $171M $122M $32M $44M $40M $56M $49M $29M
Deferred Tax 12-point trend, +156.7% $5M $17M $14M $-33M $-54M $-39M $25M $-3M $18M $-31M $-13M $-10M
Amort. of Intangibles 12-point trend, +7.8% $10M $10M $19M $15M $30M $45M $4M $5M $10M $21M $8M $9M
Restructuring 11-point trend, -50.2% $5M $-42.0K $8M $6M $4M $6M $7M $3M $0 $9M $9M ·
Other Non-cash 12-point trend, +215.1% $159M $-5M $65M $-449M $298M $646M $-110M $399M $250M $39M $287M $-138M
Operating Cash Flow 12-point trend, +1271.6% $587M $313M $276M $-225M $707M $780M $68M $510M $203M $-3M $380M $-50M
Investing Cash Flow 12-point trend, -710.4% $-44M $-32M $-10M $-127M $-21M $-435M $27M $-16M $-8M $-84M $-16M $-5M
Debt Issued 4-point trend, +0.00 · · · · $0 $0 $175M $0 · · · ·
Net Debt Issued 6-point trend, +0.00 $0 $0 $-125M $0 $-70M $0 · · · · · ·
Stock Repurchased 12-point trend, +1052.0% $125M $66M $71M $187M $70M $22M $51M $71M $25M $71M $133M $11M
Net Stock Activity 12-point trend, -1052.0% $-125M $-66M $-71M $-187M $-70M $-22M $-51M $-71M $-25M $-71M $-133M $-11M
Dividends Paid 11-point trend, +114146000.00 $114M $74M $84M $108M $99M $28M $36M $47M $19M $0 $0 ·
Financing Cash Flow 12-point trend, -320.5% $-219M $-181M $-250M $-250M $-223M $-88M $105M $-477M $-233M $-112M $-189M $-52M
Net Change in Cash 12-point trend, +402.9% $327M $100M $17M $-605M $463M $258M $200M $17M $-8M $-149M $174M $-108M
Taxes Paid 12-point trend, -29.9% $41M $11M $19M $85M $166M $29M $10M $17M $32M $27M $32M $59M
Profitabilitas 5
Data Profitabilitas Tahunan untuk PIPR
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +57.5% 14.8% 11.8% 6.3% 7.7% 13.6% 3.2% 13.2% 7.1% -6.9% -2.9% 7.5% 9.4%
Pretax Margin 12-point trend, +20.0% 19.7% 14.3% 9.0% 9.4% 21.6% 5.5% 14.1% 9.3% -3.3% -4.0% 12.4% 16.4%
EBITDA Margin 12-point trend, +15.2% 0.91% 1.1% 1.3% 1.1% 0.62% 0.85% 1.1% 1.1% 0.82% 0.83% 0.73% 0.79%
ROA 12-point trend, +353.1% 11.6% 8.2% 4.0% 4.7% 12.2% 2.2% 7.5% 3.4% -3.0% -1.0% 2.2% 2.6%
ROE 12-point trend, +166.3% 21.6% 15.7% 8.0% 10.5% 29.4% 5.2% 15.9% 8.3% -8.5% -2.9% 6.5% 8.1%
Likuiditas & Solvabilitas 1
Data Likuiditas & Solvabilitas Tahunan untuk PIPR
Metrik Tren 202520242023202220212020201920182017201620152014
Debt / Equity 10-point trend, -97.6% 0.0 0.0 0.0 · · 0.0 0.1 0.1 0.4 0.6 0.6 0.5
Efisiensi 1
Data Efisiensi Tahunan untuk PIPR
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +188.4% 0.8 0.7 0.6 0.6 0.9 0.7 0.6 0.5 0.4 0.4 0.3 0.3
Per Saham 7
Data Per Saham Tahunan untuk PIPR
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +51.3% $81.26 $76.21 $71.41 $77.09 $75.18 $60.21 $53.31 $52.13 $53.70 $61.27 $58.87 $53.71
Revenue / Share 12-point trend, +139.0% $107.07 $86.56 $78.85 $84.59 $120.42 $84.07 $60.72 $59.66 $68.98 $60.25 $48.39 $44.81
Cash Flow / Share 12-point trend, +1089.8% $32.98 $17.70 $16.00 $-13.26 $41.70 $52.33 $4.86 $37.98 $17.89 $3.82 $26.38 $-3.33
Cash / Share 7-point trend, +6511.4% · · · · $68.72 $36.87 $18.23 · $2.62 $3.34 $14.27 $1.04
Dividend / Share 11-point trend, +5.70 $6 $4 $4 $7 $7 $2 $3 $3 $1 $0 $0 ·
Dividend Paid / Share 2-point trend, +148.4% · · · · · · · $47M $19M · · ·
EPS (TTM) 12-point trend, +308.8% $15.82 $10.24 $4.96 $6.52 $16.43 $2.72 $7.69 $3.72 $-4.99 $-1.73 $3.34 $3.87
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk PIPR
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -61.4% 24.3% 12.8% -5.4% -29.7% 63.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +262.3% 9.9% -9.1% 2.7% · · · · · · · · ·
Revenue CAGR 5Y 8.7% · · · · · · · · · · ·
EPS YoY 5-point trend, -89.2% 54.5% 106.5% -23.9% -60.3% 504.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, +55.1% 34.4% -14.6% 22.2% · · · · · · · · ·
EPS CAGR 5Y 42.2% · · · · · · · · · · ·
Net Income YoY 5-point trend, -90.6% 55.3% 111.9% -22.8% -60.3% 587.6% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +29.0% 36.5% -13.4% 28.3% · · · · · · · · ·
Net Income CAGR 5Y 47.3% · · · · · · · · · · ·
Dividend CAGR 5Y 32.3% · · · · · · · · · · ·
Valuasi (TTM) 15
Data Valuasi (TTM) Tahunan untuk PIPR
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +182.9% $1.90B $1.53B $1.36B $1.44B $2.04B $1.25B $846M $758M $844M $770M $696M $673M
Net Income TTM 12-point trend, +345.3% $281M $181M $85M $111M $279M $41M $112M $57M $-62M $-22M $52M $63M
Market Cap 12-point trend, +546.3% $1.43B $1.21B $665M $445M $631M $348M $274M $214M $278M $225M $134M $222M
Enterprise Value 6-point trend, -127.5% · · · · · $-160M $74M · $535M $602M $391M $584M
P/E 12-point trend, +43.1% 5.4 7.3 8.8 5.0 2.7 9.3 2.6 4.4 -4.3 -10.5 3.0 3.8
P/S 12-point trend, +128.5% 0.8 0.8 0.5 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.2 0.3
P/B 12-point trend, +286.5% 1.0 1.0 0.6 0.4 0.6 0.4 0.4 0.3 0.4 0.3 0.2 0.3
P / Tangible Book 6-point trend, +95.8% 1.5 1.5 1.0 0.7 0.9 0.8 · · · · · ·
P / Cash Flow 12-point trend, +155.2% 2.4 3.9 2.4 -2.0 0.9 0.4 4.0 0.4 1.2 4.6 0.4 -4.4
EV / EBITDA 6-point trend, -113.6% · · · · · -15.0 8.0 · 73.2 94.1 76.6 110.1
EV / Revenue 6-point trend, -114.8% · · · · · -0.1 0.1 · 0.6 0.8 0.6 0.9
Dividend Yield 11-point trend, +0.08 8.0% 6.1% 12.7% 24.2% 15.8% 8.1% 13.0% 22.1% 6.8% 0.00% 0.00% ·
Earnings Yield 12-point trend, -30.1% 18.6% 13.7% 11.3% 20.0% 36.8% 10.8% 38.5% 22.6% -23.1% -9.5% 33.1% 26.7%
Payout Ratio 9-point trend, +232.6% 40.6% 40.7% 98.8% 97.2% 35.7% 69.5% 31.9% 82.7% -30.6% · · ·
Annual Payout 11-point trend, +114146000.00 $114M $74M $84M $108M $99M $28M $36M $47M $19M $0 $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 $1.90B$1.53B$1.36B$1.44B$2.04B
Laba Bersih $281M$181M$85M$111M$279M
EPS Dilusian $15.82$10.24$4.96$6.52$16.43
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 0.00.00.0——

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Pemilik institusional (13F) 32 pengaju · $714.7M 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
0 (-2 vs Kuartal sebelumnya) 11 (-357 vs Kuartal sebelumnya) 1 (-14 vs Kuartal sebelumnya) 3 (+2 vs Kuartal sebelumnya) -330K

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 GROUP INC $675.249.720 1.987.724 94,48% Saham
Mesirow Institutional Investment Management, Inc. $10.905.582 36.358 1,53% Saham
Nuveen Asset Management, LLC $9.920.546 33.074 1,39% Saham
EFG Asset Management (North America) Corp. $4.329.807 12.464 0,61% Saham
KING LUTHER CAPITAL MANAGEMENT CORP $3.843.497 53.131 0,54% Saham
Orion Portfolio Solutions, LLC $3.777.694 15.254 0,53% Saham
WOLVERINE TRADING, LLC $1.707.580 4.842 0,24% Saham
Glenmede Investment Management, LP $1.193.992 3.441 0,17% Saham
Toroso Investments, LLC $575.469 1.694 0,08% Saham
Truepoint, Inc. $562.299 7.773 0,08% Saham
H D Vest Advisory Services $509.487 1.833 0,07% Saham
WOLVERINE TRADING, LLC $423.192 1.200 0,06% Opsi beli
CIBC WORLD MARKETS CORP $393.384 1.158 0,06% Saham
SCHULHOFF & CO INC $392.950 5.432 0,05% Saham
CIBC Private Wealth Group LLC $270.999 781 0,04% Saham
WOLVERINE TRADING, LLC $246.862 700 0,03% Opsi jual
FULLCIRCLE WEALTH LLC $240.064 735 0,03% Saham
Investors Research Corp $107.170 1.400 0,01% Saham
Greenwich Wealth Management LLC $30.441 420.805 0,00% Saham
PROEQUITIES, INC. $16.939 55 0,00% Saham
COMERICA BANK $15.128 45 0,00% Saham
FSA Wealth Management LLC $14.227 41 0,00% Saham
Cassady Schiller Wealth Management, LLC $4.799 16 0,00% Saham
Lindbrook Capital, LLC $3.220 13 0,00% Saham
West Oak Capital, LLC $520 150 0,00% Saham
Pineridge Advisors LLC $351 1 0,00% Saham
Parkworth Wealth Management, Inc. $278 1 0,00% Saham
SHELL ASSET MANAGEMENT CO $273 787 0,00% Saham
HUNTINGTON NATIONAL BANK $73 1 0,00% Saham
Harvest Fund Management Co., Ltd $70 912 0,00% Saham
Hemington Wealth Management $12 37 0,00% Saham
Motiv8 Investments LLC $2 6 0,00% Saham

Orang dalam perusahaan 54 orang dalam · 1 pejabat · 7 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Benjamin T May Head of Fixed Income Services 15 Mei 2008 A 37.967 0 0 $0
Ann C Gallo Direktur 30 Juni 2026 A 8.071 0 0 $0
Brian R Sterling Direktur 30 Juni 2026 A 104.910 0 0 $0
Philip Soran Direktur 30 Juni 2026 A 81.633 0 1 $-189.596
Robbin Mitchell Direktur 12 Juni 2026 A 15.755 0 0 $0
Scott C Taylor Direktur 12 Juni 2026 A 68.014 0 0 $0
Victoria M Holt Direktur 12 Juni 2026 A 31.863 0 0 $0
Stuart Essig Direktur 20 Mei 2026 A 2.575 0 0 $0
Thomas S Schreier JR — 20 Mei 2026 A 32.479 0 0 $0
Jean-Paul M Peltier — 26 Feb. 2026 F 37.587 0 0 $0
Jonathan J Doyle — 4 Agu 2025 S 132.910 0 0 $0
Sherry M Smith — 13 Juni 2025 A 10.831 0 0 $0
William R Fitzgerald — 13 Juni 2025 A 25.517 0 0 $0
James P Baker — 16 Mei 2025 P 59.867 0 0 $0
Michael R Dillahunt — 27 Feb. 2025 F 19.487 0 0 $0
John W Geelan — 27 Feb. 2025 F 14.645 0 0 $0
Chad R Abraham — 27 Feb. 2025 F 53.558 0 0 $0
Debbra L. Schoneman — 27 Feb. 2025 F 7.774 0 0 $0
Katherine Patricia Clune — 16 Feb. 2025 F 13.256 0 0 $0
Timothy L Carter — 24 Feb. 2023 F 18.688 0 0 $0
Addison L Piper — 12 Maret 2021 A 31.542 0 0 $0
Scott R Larue — 25 Feb. 2021 G 51.732 0 0 $0
Kristine B Johnson — 13 Des. 2019 A 11.794 0 0 $0
Andrew S Duff — 16 Feb. 2019 F 185.485 0 0 $0
Michele Volpi — 17 Mei 2018 F 12.342 0 0 $0
Francis E Fairman IV — 2 Feb. 2018 S 47.469 0 0 $0
Christopher D Crawshaw — 4 Agu 2017 S 26.583 0 0 $0
Thomas Gregory Smith — 31 Juli 2017 S 15.279 0 0 $0
Martin Bradley Winges — 28 Juli 2017 S 46.133 0 0 $0
Christine N Esckilsen — 22 Mei 2017 M 8.425 0 0 $0
Jeffrey P Klinefelter — 22 Mei 2017 M 54.759 0 0 $0
Michael E Frazier — 11 Mei 2017 A 161.639 0 0 $0
Stuart C. Harvey JR — 8 Nov. 2016 P 4.000 0 0 $0
Lisa Polsky — 13 Mei 2015 A 14.254 0 0 $0
Michael Francis — 30 Jan. 2014 M 12.751 0 0 $0
Hope B Woodhouse — 8 Mei 2013 A 8.613 0 0 $0
Brien M O'Brien — 27 Feb. 2013 S 116.616 0 0 $0
Ronald T Firebaugh — 15 Mei 2012 A 41.000 0 0 $0
Robert W Peterson — 15 Mei 2012 A 102.760 0 0 $0
Jean M Taylor — 9 Mei 2012 A 9.483 0 0 $0
Frank L Sims — 9 Mei 2012 A 17.483 0 0 $0
James L Chosy — 1 Maret 2012 G 3.827 0 0 $0
Thomas P Schnettler — 15 Feb. 2011 A 167.249 0 0 $0
David I Wilson — 15 Mei 2010 F 37.087 0 0 $0
Virginia Gambale — 5 Mei 2010 A 3.033 0 0 $0
Alex Po-Ming Ko — 16 Feb. 2010 A 6.828 0 0 $0
Jon W Salveson — 16 Feb. 2010 A 125.444 0 0 $0
Samuel L Kaplan — 7 Mei 2009 A 3.000 0 0 $0
Richard A Zona — 2 Mei 2006 A 2.589 0 0 $0
Sandra G Sponem — 21 Feb. 2006 A 12.060 0 0 $0

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

Kepemilikan ETF Dimiliki oleh 34 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
XSHQ · Invesco Exchange-Traded Fund Trust … 1,29% 55.400 SH 8 Agu 2026 Harian
PSCF · Invesco Exchange-Traded Fund Trust … 1,09% 3.994 SH 8 Agu 2026 Harian
OMFS · Invesco Exchange-Traded Self-Indexe… 0,90% 34.635 SH 8 Agu 2026 Harian
IAI · iShares Trust 0,45% 81.917 SH 8 Agu 2026 Harian
IWO · iShares Trust 0,33% 647.155 SH 8 Agu 2026 Harian
QVMS · Invesco Exchange-Traded Fund Trust … 0,32% 11.077 SH 8 Agu 2026 Harian
XJR · iShares Trust 0,31% 7.985 SH 8 Agu 2026 Harian
IJT · iShares Trust 0,30% 338.817 SH 8 Agu 2026 Harian
VTWG · VANGUARD SCOTTSDALE FUNDS 0,30% 75.680 SH 8 Agu 2026 Harian
VIOG · VANGUARD ADMIRAL FUNDS 0,29% 43.436 SH 8 Agu 2026 Harian
IJR · iShares Trust 0,27% 4.121.211 SH 8 Agu 2026 Harian
VIOO · VANGUARD ADMIRAL FUNDS 0,26% 236.298 SH 8 Agu 2026 Harian
IJS · iShares Trust 0,25% 276.716 SH 8 Agu 2026 Harian
VIOV · VANGUARD ADMIRAL FUNDS 0,24% 65.961 SH 8 Agu 2026 Harian
SMLF · iShares Trust 0,21% 121.248 SH 8 Agu 2026 Harian
PRFZ · Invesco Exchange-Traded Fund Trust 0,17% 67.232 SH 8 Agu 2026 Harian
IWM · iShares Trust 0,17% 1.809.864 SH 8 Agu 2026 Harian
ISCG · iShares Trust 0,16% 21.245 SH 8 Agu 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 0,15% 406.766 SH 8 Agu 2026 Harian
RWJ · Invesco Exchange-Traded Fund Trust … 0,12% 34.320 SH 8 Agu 2026 Harian
VBR · VANGUARD INDEX FUNDS 0,10% 982.508 SH 8 Agu 2026 Harian
ESML · iShares Trust 0,09% 36.218 SH 8 Agu 2026 Harian
ISCB · iShares Trust 0,08% 2.996 SH 8 Agu 2026 Harian
VXF · VANGUARD INDEX FUNDS 0,06% 775.925 SH 8 Agu 2026 Harian
VB · VANGUARD INDEX FUNDS 0,06% 1.548.396 SH 8 Agu 2026 Harian
VFH · VANGUARD WORLD FUND 0,06% 113.259 SH 8 Agu 2026 Harian
WSML · iShares Trust 0,05% 4.304 SH 8 Agu 2026 Harian
VYM · VANGUARD WHITEHALL FUNDS 0,02% 276.833 SH 8 Agu 2026 Harian
VTI · VANGUARD INDEX FUNDS 0,01% 2.139.588 SH 8 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 5.724 SH 8 Agu 2026 Harian
ESGV · VANGUARD WORLD FUND 0,01% 15.538 SH 8 Agu 2026 Harian
ITOT · iShares Trust 0,01% 88.780 SH 8 Agu 2026 Harian
IWV · iShares Trust 0,01% 18.112 SH 8 Agu 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 53.553 SH 8 Agu 2026 Harian