AMG Affiliated Managers Group, Inc. Common Stock

NYSE · Financial Services · Visualizza su SEC EDGAR ↗
$363,91
Prezzo · Ago 19, 2026
Fondamentali al Feb 17, 2026

Informazioni su Affiliated Managers Group, Inc. Common Stock Panoramica della società da 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.

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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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

AMG Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$363.90
Capitalizzazione di Mercato
P/E (TTM)
12.7
EPS (TTM)
$22.74
Ricavi (TTM)
$2.07B
Rendimento div.
ROE
21.8%
D/E Debito/Patrimonio
Intervallo 52 sett.
$215 – $393

AMG Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $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
Flusso di cassa libero $967M
7-point trend, +5.2%
2019-12-31 2025-12-31
Margini 34.5%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
AMG
Mediana dei peer
P/E (TTM)
5-point trend, +0.6%
12.7
16.3

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
AMG
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
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%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
AMG
Mediana dei peer

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
AMG
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, -14.0%
1.6%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, -14.0%
-3.8%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, -14.0%
0.46%
EPS YoY
5-point trend, +74.3%
50.3%
Net Income YoY (Utile Netto YoY)
5-point trend, +26.7%
40.1%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
AMG
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +74.3%
$22.74

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
AMG
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, -53.3%
0.14%

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
Rapporto di Distribuzione Utili
0.14%
CAGR Dividendi 5Y
Data ex-dividendoImporto
10 Agosto 2026$0,0100
11 Maggio 2026$0,0100
23 Febbraio 2026$0,0100
13 Novembre 2025$0,0100
11 Agosto 2025$0,0100
19 Maggio 2025$0,0100
18 Febbraio 2025$0,0100
14 Novembre 2024$0,0100
08 Agosto 2024$0,0100
15 Maggio 2024$0,0100
14 Febbraio 2024$0,0100
15 Novembre 2023$0,0100
04 Agosto 2023$0,0100
10 Maggio 2023$0,0100
15 Febbraio 2023$0,0100
16 Novembre 2022$0,0100
10 Agosto 2022$0,0100
11 Maggio 2022$0,0100
16 Febbraio 2022$0,0100
09 Novembre 2021$0,0100

AMG Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 10 analisti
  • Acquisto forte 4 40,0%
  • Compra 5 50,0%
  • Mantieni 1 10,0%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

7 analisti · 2026-08-13
Target mediano $437.00 +20,1%
Target medio $433.29 +19,1%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.20%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $8.29 $8.00 0.29%
31 Marzo 2026 $8.23 $8.15 0.08%
31 Dicembre 2025 $9.48 $8.93 0.56%
30 Settembre 2025 $6.10 $5.95 0.15%
30 Giugno 2025 $5.39 $5.34 0.05%
31 Marzo 2025 $5.20 $5.15 0.05%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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%
OBDC $6.21B 10.0 8.3%
BXSL $6.11B 10.7 9.0%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 13
Dati annuali Conto Economico per AMG
Metrica Tendenza 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
Stato Patrimoniale 16
Dati annuali Stato Patrimoniale per AMG
Metrica Tendenza 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
Flusso di cassa 17
Dati annuali Flusso di cassa per AMG
Metrica Tendenza 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 · · ·
Redditività 4
Dati annuali Redditività per AMG
Metrica Tendenza 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% · · ·
Efficienza 1
Dati annuali Efficienza per AMG
Metrica Tendenza 2025202420232022202120202019201820172016
Asset Turnover 7-point trend, -18.5% 0.2 0.2 0.2 0.3 0.3 0.3 0.3 · · ·
Per Azione 6
Dati annuali Per Azione per AMG
Metrica Tendenza 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
Tassi di Crescita 10
Dati annuali Tassi di Crescita per AMG
Metrica Tendenza 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% · · · · · · · · ·
Valutazione (TTM) 12
Dati annuali Valutazione (TTM) per AMG
Metrica Tendenza 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

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $2.07B$2.04B$2.06B$2.33B$2.41B
Utile netto $717M$512M$673M$1.15B$566M
EPS Diluito $22.74$15.13$17.42$25.35$13.05
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $967M$929M$862M$1.04B$1.25B

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Proprietari istituzionali (13F) 605 filer · $5.6B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
84 (-13 vs trimestre precedente) 51 (+8 vs trimestre precedente) 159 (-59 vs trimestre precedente) 204 (+76 vs trimestre precedente) +3.9M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $470.997.302 1.391.836 8,37% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $389.527.164 1.151.085 6,92% Azioni
MORGAN STANLEY $362.151.822 1.070.188 6,44% Azioni
Boston Partners $308.058.732 910.096 5,48% Azioni
STATE STREET CORP $298.916.503 883.323 5,31% Azioni
MILLENNIUM MANAGEMENT LLC $296.139.254 875.116 5,26% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $290.264.589 857.756 5,16% Azioni
DIMENSIONAL FUND ADVISORS LP $194.744.898 575.489 3,46% Azioni
GEODE CAPITAL MANAGEMENT, LLC $164.660.088 486.458 2,93% Azioni
LYRICAL ASSET MANAGEMENT LP $160.024.622 472.886 2,84% Azioni
NORGES BANK $122.322.463 361.473 2,17% Azioni
Allianz Asset Management GmbH $110.521.778 326.601 1,96% Azioni
Channing Capital Management, LLC $102.370.738 302.514 1,82% Azioni
Qube Research & Technologies Ltd $90.940.601 268.737 1,62% Azioni
Fisher Asset Management, LLC $83.403.362 246.463 1,48% Azioni
Clarkston Capital Partners, LLC $77.386.327 228.683 1,38% Azioni
BRUNI J V & CO /CO $71.095.810 210.094 1,26% Azioni
BANK OF AMERICA CORP /DE/ $68.930.726 203.696 1,23% Azioni
CITADEL ADVISORS LLC $63.765.050 188.431 1,13% Azioni
Kiltearn Partners LLP $62.463.902 184.586 1,11% Azioni
Caisse de depot et placement du Quebec $61.602.674 182.041 1,10% Azioni
VANGUARD FIDUCIARY TRUST CO $56.120.933 165.842 1,00% Azioni
ALLIANCEBERNSTEIN L.P. $52.500.781 189.739 0,93% Azioni
RAYMOND JAMES FINANCIAL INC $51.464.242 152.081 0,91% Azioni
BlackRock, Inc. $50.220.590 148.406 0,89% Azioni
GOLDMAN SACHS GROUP INC $48.795.588 144.195 0,87% Azioni
RENAISSANCE TECHNOLOGIES LLC $39.741.696 117.440 0,71% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $39.308.000 116.158 0,70% Azioni
Quantinno Capital Management LP $36.796.654 108.737 0,65% Azioni
JANE STREET GROUP, LLC $31.794.710 93.956 0,57% Azioni
LOOMIS SAYLES & CO L P $31.183.151 92.149 0,55% Azioni
FIRST TRUST ADVISORS LP $30.541.615 90.253 0,54% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $30.147.718 89.089 0,54% Azioni
Arbejdsmarkedets Tillaegspension $29.995.776 88.640 0,53% Azioni
Polar Capital Holdings Plc $28.885.486 85.359 0,51% Azioni
VICTORY CAPITAL MANAGEMENT INC $26.120.420 77.188 0,46% Azioni
SEI INVESTMENTS CO $25.676.100 75.875 0,46% Azioni
Retirement Systems of Alabama $25.577.626 75.584 0,45% Azioni
RHUMBLINE ADVISERS $24.452.752 72.260 0,43% Azioni
Zurich Insurance Group Ltd/FI $24.135.365 71.322 0,43% Azioni
California Public Employees Retirement System $23.374.303 69.073 0,42% Azioni
Capricorn Fund Managers Ltd $23.364.828 69.045 0,42% Azioni
PRINCIPAL FINANCIAL GROUP INC $20.196.389 59.682 0,36% Azioni
ENVESTNET ASSET MANAGEMENT INC $20.016.413 59.150 0,36% Azioni
Wallace Capital Management Inc. $19.740.377 58.334 0,35% Azioni
NORTH STAR ASSET MANAGEMENT INC $19.421.850 70.191 0,35% Azioni
PRUDENTIAL FINANCIAL INC $19.058.688 56.320 0,34% Azioni
ARIEL INVESTMENTS, LLC $18.913.176 55.890 0,34% Azioni
VOLORIDGE INVESTMENT MANAGEMENT, LLC $18.297.288 54.070 0,33% Azioni
Engineers Gate Manager LP $17.549.762 51.861 0,31% Azioni
Swiss National Bank $17.217.792 50.880 0,31% Azioni
STOREBRAND ASSET MANAGEMENT AS $16.330.169 48.257 0,29% Azioni
Moran Wealth Management, LLC $15.301.771 45.218 0,27% Azioni
LOS ANGELES CAPITAL MANAGEMENT LLC $14.973.185 44.247 0,27% Azioni
Brandywine Global Investment Management, LLC $14.674.029 50.902 0,26% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $14.501.454 42.853 0,26% Azioni
STRS OHIO $14.308.229 42.282 0,25% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $13.965.430 41.269 0,25% Azioni
Robeco Institutional Asset Management B.V. $13.529.571 39.981 0,24% Azioni
JANE STREET GROUP, LLC $13.468.320 39.800 0,24% Opzione Put
BNP PARIBAS FINANCIAL MARKETS $12.643.978 37.364 0,22% Azioni
AMERIPRISE FINANCIAL INC $12.392.885 36.622 0,22% Azioni
Calamos Advisors LLC $11.989.512 35.430 0,21% Azioni
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $11.675.138 34.501 0,21% Azioni
Goodman Financial Corp $11.154.418 32.962 0,20% Azioni
ZACKS INVESTMENT MANAGEMENT $10.868.054 32.115 0,19% Azioni
INTECH INVESTMENT MANAGEMENT LLC $10.787.516 31.878 0,19% Azioni
FRANKLIN RESOURCES INC $10.605.456 31.340 0,19% Azioni
CAPITAL FUND MANAGEMENT S.A. $10.427.119 30.813 0,19% Azioni
PEAK6 LLC $10.001.412 29.555 0,18% Azioni
NICOLA WEALTH MANAGEMENT LTD. $9.813.600 29.000 0,17% Azioni
Livforsakringsbolaget Skandia, Omsesidigt $9.670.665 34.950 0,17% Azioni
Illinois Municipal Retirement Fund $9.420.718 27.839 0,17% Azioni
ASSETMARK, INC $9.197.246 27.179 0,16% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9.090.148 32.852 0,16% Azioni
Schonfeld Strategic Advisors LLC $9.039.678 26.713 0,16% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $8.963.878 26.489 0,16% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8.696.880 25.700 0,15% Opzione Call
VANGUARD ASSET MANAGEMENT, Ltd $8.563.550 25.306 0,15% Azioni
BARCLAYS PLC $8.559.151 25.293 0,15% Azioni
Parallax Volatility Advisers, L.P. $8.460.000 25.000 0,15% Opzione Call
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8.411.947 24.858 0,15% Azioni
Corient Private Wealth LP $8.336.350 24.635 0,15% Azioni
SCHRODER INVESTMENT MANAGEMENT GROUP $8.095.754 23.640 0,14% Azioni
ALGERT GLOBAL LLC $7.988.609 23.607 0,14% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $7.937.849 23.457 0,14% Azioni
UBS Group AG $7.917.545 23.397 0,14% Azioni
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $7.483.039 22.113 0,13% Azioni
Amplius Wealth Advisors, LLC $7.365.614 21.766 0,13% Azioni
Horizon Investments, LLC $6.980.309 20.628 0,12% Azioni
WELLINGTON MANAGEMENT GROUP LLP $6.854.630 20.256 0,12% Azioni
VAN ECK ASSOCIATES CORP $6.852.600 20.250 0,12% Azioni
REINHART PARTNERS, LLC. $6.652.137 19.657 0,12% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6.621.708 23.931 0,12% Azioni
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $6.608.952 19.530 0,12% Azioni
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $6.586.956 19.465 0,12% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $6.228.590 18.406 0,11% Azioni
Poehling Capital Management, INC. $6.107.105 18.047 0,11% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $6.064.128 17.920 0,11% Azioni
Squarepoint Ops LLC $5.970.053 17.642 0,11% Azioni

Insider aziendali 38 insider · 14 dirigenti · 26 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Jay C. Horgen President and CEO 08 Giugno 2026 M 204.706 0 1 $-5.919.725
Dava Ritchea Chief Financial Officer 05 Marzo 2026 A 309 0 0 $0
Darrell W Crate Executive V.P. and CFO 17 Febbraio 2011 M 3.111 0 0 $0
Thomas M Wojcik President and COO 05 Marzo 2026 M 159.465 0 2 $-5.986.880
Kavita Padiyar General Counsel & Corp. Sec. 05 Marzo 2026 A 42.672 0 1 $-612.128
Rizwan M Jamal Head of Affiliate Investments 16 Ottobre 2024 G 199.233 0 0 $0
John R Erickson Head of Affiliate Engagement 15 Agosto 2023 M 58.054 0 0 $0
David M. Billings General Counsel and Secretary 15 Novembre 2022 M 18.965 0 0 $0
Hugh Cutler EVP, Global Distribution 03 Marzo 2020 A 2.224 0 0 $0
Sean M Healey Executive Chairman 03 Marzo 2020 A 161.021 0 0 $0
Peter W Macewen Chief Administrative Officer 02 Gennaio 2018 F 26.135 0 0 $0
Andrew Dyson EVP(AMG Ltd.), Global Distrib. 01 Marzo 2016 F 18.131 0 0 $0
John Kingston III Vice Chairman & Gen. Counsel 08 Maggio 2014 M 15.325 0 0 $0
Seth W Brennan Executive Vice President 12 Dicembre 2006 A 36.985 0 0 $0
Annette Franqui Direttore 01 Giugno 2026 P 1.962 1 0 $228.660
Rodriguez Felix V. Matos Direttore 08 Maggio 2026 S 4.369 0 1 $-300.180
Staley G. Cates Direttore 06 Maggio 2026 P 6.405 1 0 $458.745
David Christopher Ryan Direttore 06 Maggio 2026 S 1.092 0 1 $-1.037.814
Marcy Engel Direttore 05 Marzo 2026 A 0 0 $0
Karen L. Alvingham Direttore 05 Marzo 2026 A 13.043 0 0 $0
Tracy P. Palandjian Direttore 05 Marzo 2026 A 15.254 0 0 $0
Loren M Starr Direttore 05 Marzo 2026 A 1.937 0 0 $0
Dwight D. Churchill Direttore 15 Agosto 2025 M 29.030 0 0 $0
Reuben Jeffery III Direttore 01 Gennaio 2025 M 34.274 0 0 $0
Tracy A Atkinson Direttore 05 Marzo 2024 M 4.020 0 0 $0
Glenn Earle Direttore 01 Gennaio 2021 M 2.113 0 0 $0
Samuel T Byrne Direttore 28 Luglio 2020 A 28.092 0 0 $0
Patrick T Ryan Direttore 28 Luglio 2020 A 13.269 0 0 $0
Nathaniel Dalton Direttore 03 Marzo 2020 F 206.589 0 0 $0
Niall Ferguson Direttore 04 Febbraio 2020 A 0 0 $0
Jide James Zeitlin Direttore 04 Febbraio 2020 A 21.274 0 0 $0
William J Nutt Direttore 04 Maggio 2015 M 131.478 0 0 $0
Harold J Meyerman Direttore 20 Gennaio 2015 A 1.800 0 0 $0
Rita M Rodriguez Direttore 22 Luglio 2014 A 14.652 0 0 $0
Richard E Floor Direttore 20 Gennaio 2010 M 42.286 0 0 $0
Robert C Puff JR Direttore 26 Luglio 2005 A 2.000 0 0 $0
Stephen J Lockwood Direttore 18 Maggio 2005 M 7.500 0 0 $0
William F Weld Direttore 12 Febbraio 2004 M 0 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 1 partecipazione

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Affiliated Managers Group, Inc. 22 Dicembre 2009 Deposito iniziale 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.

Proprietà ETF Posseduti da 119 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
AAUM · Tema ETF Trust 3,62% 277 NS 31 Maggio 2026 N-PORT
PFI · Invesco Exchange-Traded Fund Trust 2,44% 3.912 SH 08 Agosto 2026 Giornaliero
FXO · First Trust Exchange-Traded AlphaDE… 1,58% 57.595 NS 30 Aprile 2026 N-PORT
OASC · Unified Series Trust 1,41% 3.923 NS 31 Maggio 2026 N-PORT
XMMO · Invesco Exchange-Traded Fund Trust 1,29% 262.587 SH 08 Agosto 2026 Giornaliero
TAX · EA Series Trust 0,92% 776 NS 29 Maggio 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0,92% 1.777.598 08 Agosto 2026 Giornaliero
XMVM · Invesco Exchange-Traded Fund Trust 0,86% 11.793 SH 08 Agosto 2026 Giornaliero
SMIZ · Zacks Trust 0,85% 7.275 NS 31 Maggio 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,80% 4.251 NS 31 Maggio 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 0,77% 7.516 SH 08 Agosto 2026 Giornaliero
FNY · First Trust Exchange-Traded AlphaDE… 0,70% 12.391 NS 30 Aprile 2026 N-PORT
PDP · Invesco Exchange-Traded Fund Trust 0,59% 24.000 SH 08 Agosto 2026 Giornaliero
PAMC · Pacer Funds Trust 0,53% 1.136 NS 30 Aprile 2026 N-PORT
IJK · iShares Trust 0,52% 154.364 SH 08 Agosto 2026 Giornaliero
IVOG · VANGUARD ADMIRAL FUNDS 0,47% 26.061 SH 08 Agosto 2026 Giornaliero
FCPI · FIDELITY COVINGTON TRUST 0,47% 4.337 NS 30 Aprile 2026 N-PORT
SMDX · Tidal Trust III 0,46% 1.981 NS 30 Aprile 2026 N-PORT
PFF · iShares Trust 0,45% 3.052.327 SH 08 Agosto 2026 Giornaliero
TMFX · RBB Fund, Inc. 0,40% 422 NS 31 Maggio 2026 N-PORT
FDMO · FIDELITY COVINGTON TRUST 0,39% 11.181 NS 30 Aprile 2026 N-PORT
SMLF · iShares Trust 0,39% 44.544 SH 08 Agosto 2026 Giornaliero
EWN · iShares, Inc. 0,38% 73.925 SH 08 Agosto 2026 Giornaliero
MIDE · DBX ETF Trust 0,34% 38 NS 29 Maggio 2026 N-PORT
NUSC · Nushares ETF Trust 0,34% 14.723 NS 30 Aprile 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,33% 3.555 NS 30 Aprile 2026 N-PORT
XJH · iShares Trust 0,31% 3.570 SH 08 Agosto 2026 Giornaliero
FNX · First Trust Exchange-Traded AlphaDE… 0,29% 13.151 NS 30 Aprile 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,29% 13.929 SH 08 Agosto 2026 Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust … 0,28% 3.378 SH 08 Agosto 2026 Giornaliero
LRGF · iShares Trust 0,27% 26.791 SH 08 Agosto 2026 Giornaliero
IJH · iShares Trust 0,27% 911.342 SH 08 Agosto 2026 Giornaliero
BFOR · ALPS ETF Trust 0,26% 1.811 NS 31 Maggio 2026 N-PORT
PTMC · Pacer Funds Trust 0,24% 3.205 NS 30 Aprile 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,24% 42.702 SH 08 Agosto 2026 Giornaliero
VFMF · VANGUARD WELLINGTON FUND 0,23% 4.796 SH 08 Agosto 2026 Giornaliero
DEUS · DBX ETF Trust 0,21% 1.925 NS 29 Maggio 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,21% 3.406 NS 30 Aprile 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,21% 15.368 NS 30 Aprile 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,20% 4.211 NS 30 Aprile 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,19% 15.230 NS 30 Aprile 2026 N-PORT
MVV · ProShares Trust 0,18% 972 NS 31 Maggio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,18% 365.260 SH 08 Agosto 2026 Giornaliero
SCHA · SCHWAB STRATEGIC TRUST 0,18% 135.022 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,18% 84.746 NS 30 Aprile 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 11.606 NS 30 Aprile 2026 N-PORT
ISCV · iShares Trust 0,17% 3.126 SH 08 Agosto 2026 Giornaliero
MIDU · Direxion Shares ETF Trust 0,16% 466 NS 30 Aprile 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,16% 76.005 NS 31 Maggio 2026 N-PORT
ISCB · iShares Trust 0,15% 1.194 SH 08 Agosto 2026 Giornaliero