AMG Affiliated Managers Group, Inc. Common Stock

NYSE · Financial Services · 在 SEC EDGAR 上查看 ↗
$363.91
价格 · 八月 19, 2026
截至...的财报数据 二月 17, 2026

关于 Affiliated Managers Group, Inc. Common Stock 公司概况(来自维基百科)

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.

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

AMG 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$363.90
市值
P/E (TTM)
12.7
每股收益 (TTM)
$22.74
营收 (TTM)
$2.07B
股息收益率
ROE
21.8%
负债/权益
52周区间
$215 – $393

AMG 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $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
自由现金流 $967M
7-point trend, +5.2%
2019-12-31 2025-12-31
利润率 34.5%

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标
5年趋势
AMG
同行中位数
P/E (TTM)
5-point trend, +0.6%
12.7
16.3

盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
AMG
同行中位数
Net Profit Margin (净利润率)
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%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
AMG
同行中位数

成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
AMG
同行中位数
Revenue YoY (营收同比增长)
5-point trend, -14.0%
1.6%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, -14.0%
-3.8%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, -14.0%
0.46%
EPS YoY
5-point trend, +74.3%
50.3%
Net Income YoY (净利润同比增长)
5-point trend, +26.7%
40.1%

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
AMG
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +74.3%
$22.74

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
AMG
同行中位数
Payout Ratio (派息率)
5-point trend, -53.3%
0.14%

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
派息率
0.14%
5年股息复合年增长率 (CAGR)
除息日金额
2026年8月10日$0.0100
2026年5月11日$0.0100
2026年2月23日$0.0100
2025年11月13日$0.0100
2025年8月11日$0.0100
2025年5月19日$0.0100
2025年2月18日$0.0100
2024年11月14日$0.0100
2024年8月8日$0.0100
2024年5月15日$0.0100
2024年2月14日$0.0100
2023年11月15日$0.0100
2023年8月4日$0.0100
2023年5月10日$0.0100
2023年2月15日$0.0100
2022年11月16日$0.0100
2022年8月10日$0.0100
2022年5月11日$0.0100
2022年2月16日$0.0100
2021年11月9日$0.0100

AMG 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 10 位分析师
  • 强烈买入 4 40.0%
  • 买入 5 50.0%
  • 持有 1 10.0%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

7 位分析师 · 2026-08-13
中位数目标 $437.00 +20.1%
平均目标 $433.29 +19.1%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
0.20%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $8.29 $8.00 0.29%
2026年3月31日 $8.23 $8.15 0.08%
2025年12月31日 $9.48 $8.93 0.56%
2025年9月30日 $6.10 $5.95 0.15%
2025年6月30日 $5.39 $5.34 0.05%
2025年3月31日 $5.20 $5.15 0.05%

同行比较(GICS 子行业) 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
AMG 12.7 1.6% 34.5% 21.8%
BEN $12.05B 25.4 3.5% 6.0% 4.3%
PS
IVZ $11.66B -16.4 5.1% -2.7% -1.3%
ARCC 10.9
SEIC $10.03B 14.6 8.1% 31.1% 29.9% 35.2%
GLXY 41.8% -0.40% -11.6%
VCTR $4.05B 15.5 46.2% 25.3% 13.5%
STEP -7.0 69.7% -26.9% 457.6%
BXSL $6.11B 10.7 9.0%
HLNE 6.5% 32.8% 30.5%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 13
AMG 的年度损益表数据
指标 趋势 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
资产负债表 16
AMG 的年度资产负债表数据
指标 趋势 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
现金流 17
AMG 的年度现金流数据
指标 趋势 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 · · ·
盈利能力 4
AMG 的年度盈利能力数据
指标 趋势 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% · · ·
效率 1
AMG 的年度效率数据
指标 趋势 2025202420232022202120202019201820172016
Asset Turnover 7-point trend, -18.5% 0.2 0.2 0.2 0.3 0.3 0.3 0.3 · · ·
每股 6
AMG 的年度每股数据
指标 趋势 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
增长率 10
AMG 的年度增长率数据
指标 趋势 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% · · · · · · · · ·
估值 (TTM) 12
AMG 的年度估值 (TTM)数据
指标 趋势 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

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $2.07B$2.04B$2.06B$2.33B$2.41B
净收入 $717M$512M$673M$1.15B$566M
稀释后每股收益 (EPS) $22.74$15.13$17.42$25.35$13.05
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $967M$929M$862M$1.04B$1.25B

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机构持有人 (13F) 605 家申报者 · $5.6B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
84 (-13 与上一季度对比) 51 (+8 与上一季度对比) 159 (-59 与上一季度对比) 204 (+76 与上一季度对比) +3.9M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
VANGUARD PORTFOLIO MANAGEMENT LLC $470997302 1391836 8.37% 股份
VANGUARD CAPITAL MANAGEMENT LLC $389527164 1151085 6.92% 股份
MORGAN STANLEY $362151822 1070188 6.44% 股份
Boston Partners $308058732 910096 5.48% 股份
STATE STREET CORP $298916503 883323 5.31% 股份
MILLENNIUM MANAGEMENT LLC $296139254 875116 5.26% 股份
FULLER & THALER ASSET MANAGEMENT, INC. $290264589 857756 5.16% 股份
DIMENSIONAL FUND ADVISORS LP $194744898 575489 3.46% 股份
GEODE CAPITAL MANAGEMENT, LLC $164660088 486458 2.93% 股份
LYRICAL ASSET MANAGEMENT LP $160024622 472886 2.84% 股份
NORGES BANK $122322463 361473 2.17% 股份
Allianz Asset Management GmbH $110521778 326601 1.96% 股份
Channing Capital Management, LLC $102370738 302514 1.82% 股份
Qube Research & Technologies Ltd $90940601 268737 1.62% 股份
Fisher Asset Management, LLC $83403362 246463 1.48% 股份
Clarkston Capital Partners, LLC $77386327 228683 1.38% 股份
BRUNI J V & CO /CO $71095810 210094 1.26% 股份
BANK OF AMERICA CORP /DE/ $68930726 203696 1.23% 股份
CITADEL ADVISORS LLC $63765050 188431 1.13% 股份
Kiltearn Partners LLP $62463902 184586 1.11% 股份
Caisse de depot et placement du Quebec $61602674 182041 1.10% 股份
VANGUARD FIDUCIARY TRUST CO $56120933 165842 1.00% 股份
ALLIANCEBERNSTEIN L.P. $52500781 189739 0.93% 股份
RAYMOND JAMES FINANCIAL INC $51464242 152081 0.91% 股份
BlackRock, Inc. $50220590 148406 0.89% 股份
GOLDMAN SACHS GROUP INC $48795588 144195 0.87% 股份
RENAISSANCE TECHNOLOGIES LLC $39741696 117440 0.71% 股份
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $39308000 116158 0.70% 股份
Quantinno Capital Management LP $36796654 108737 0.65% 股份
JANE STREET GROUP, LLC $31794710 93956 0.57% 股份
LOOMIS SAYLES & CO L P $31183151 92149 0.55% 股份
FIRST TRUST ADVISORS LP $30541615 90253 0.54% 股份
NEW YORK STATE COMMON RETIREMENT FUND $30147718 89089 0.54% 股份
Arbejdsmarkedets Tillaegspension $29995776 88640 0.53% 股份
Polar Capital Holdings Plc $28885486 85359 0.51% 股份
VICTORY CAPITAL MANAGEMENT INC $26120420 77188 0.46% 股份
SEI INVESTMENTS CO $25676100 75875 0.46% 股份
Retirement Systems of Alabama $25577626 75584 0.45% 股份
RHUMBLINE ADVISERS $24452752 72260 0.43% 股份
Zurich Insurance Group Ltd/FI $24135365 71322 0.43% 股份
California Public Employees Retirement System $23374303 69073 0.42% 股份
Capricorn Fund Managers Ltd $23364828 69045 0.42% 股份
PRINCIPAL FINANCIAL GROUP INC $20196389 59682 0.36% 股份
ENVESTNET ASSET MANAGEMENT INC $20016413 59150 0.36% 股份
Wallace Capital Management Inc. $19740377 58334 0.35% 股份
NORTH STAR ASSET MANAGEMENT INC $19421850 70191 0.35% 股份
PRUDENTIAL FINANCIAL INC $19058688 56320 0.34% 股份
ARIEL INVESTMENTS, LLC $18913176 55890 0.34% 股份
VOLORIDGE INVESTMENT MANAGEMENT, LLC $18297288 54070 0.33% 股份
Engineers Gate Manager LP $17549762 51861 0.31% 股份
Swiss National Bank $17217792 50880 0.31% 股份
STOREBRAND ASSET MANAGEMENT AS $16330169 48257 0.29% 股份
Moran Wealth Management, LLC $15301771 45218 0.27% 股份
LOS ANGELES CAPITAL MANAGEMENT LLC $14973185 44247 0.27% 股份
Brandywine Global Investment Management, LLC $14674029 50902 0.26% 股份
Universal- Beteiligungs- und Servicegesellschaft mbH $14501454 42853 0.26% 股份
STRS OHIO $14308229 42282 0.25% 股份
Zurcher Kantonalbank (Zurich Cantonalbank) $13965430 41269 0.25% 股份
Robeco Institutional Asset Management B.V. $13529571 39981 0.24% 股份
JANE STREET GROUP, LLC $13468320 39800 0.24% 卖出期权
BNP PARIBAS FINANCIAL MARKETS $12643978 37364 0.22% 股份
AMERIPRISE FINANCIAL INC $12392885 36622 0.22% 股份
Calamos Advisors LLC $11989512 35430 0.21% 股份
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $11675138 34501 0.21% 股份
Goodman Financial Corp $11154418 32962 0.20% 股份
ZACKS INVESTMENT MANAGEMENT $10868054 32115 0.19% 股份
INTECH INVESTMENT MANAGEMENT LLC $10787516 31878 0.19% 股份
FRANKLIN RESOURCES INC $10605456 31340 0.19% 股份
CAPITAL FUND MANAGEMENT S.A. $10427119 30813 0.19% 股份
PEAK6 LLC $10001412 29555 0.18% 股份
NICOLA WEALTH MANAGEMENT LTD. $9813600 29000 0.17% 股份
Livforsakringsbolaget Skandia, Omsesidigt $9670665 34950 0.17% 股份
Illinois Municipal Retirement Fund $9420718 27839 0.17% 股份
ASSETMARK, INC $9197246 27179 0.16% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9090148 32852 0.16% 股份
Schonfeld Strategic Advisors LLC $9039678 26713 0.16% 股份
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $8963878 26489 0.16% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8696880 25700 0.15% 买入期权
VANGUARD ASSET MANAGEMENT, Ltd $8563550 25306 0.15% 股份
BARCLAYS PLC $8559151 25293 0.15% 股份
Parallax Volatility Advisers, L.P. $8460000 25000 0.15% 买入期权
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8411947 24858 0.15% 股份
Corient Private Wealth LP $8336350 24635 0.15% 股份
SCHRODER INVESTMENT MANAGEMENT GROUP $8095754 23640 0.14% 股份
ALGERT GLOBAL LLC $7988609 23607 0.14% 股份
STATE OF WISCONSIN INVESTMENT BOARD $7937849 23457 0.14% 股份
UBS Group AG $7917545 23397 0.14% 股份
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $7483039 22113 0.13% 股份
Amplius Wealth Advisors, LLC $7365614 21766 0.13% 股份
Horizon Investments, LLC $6980309 20628 0.12% 股份
WELLINGTON MANAGEMENT GROUP LLP $6854630 20256 0.12% 股份
VAN ECK ASSOCIATES CORP $6852600 20250 0.12% 股份
REINHART PARTNERS, LLC. $6652137 19657 0.12% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6621708 23931 0.12% 股份
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $6608952 19530 0.12% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $6586956 19465 0.12% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $6228590 18406 0.11% 股份
Poehling Capital Management, INC. $6107105 18047 0.11% 股份
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $6064128 17920 0.11% 股份
Squarepoint Ops LLC $5970053 17642 0.11% 股份

公司内部人士 38 位内幕人士 · 14 位高管 · 26 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Jay C. Horgen President and CEO 2026年6月8日 M 204706 0 1 $-5919725
Dava Ritchea Chief Financial Officer 2026年3月5日 A 309 0 0 $0
Darrell W Crate Executive V.P. and CFO 2011年2月17日 M 3111 0 0 $0
Thomas M Wojcik President and COO 2026年3月5日 M 159465 0 2 $-5986880
Kavita Padiyar General Counsel & Corp. Sec. 2026年3月5日 A 42672 0 1 $-612128
Rizwan M Jamal Head of Affiliate Investments 2024年10月16日 G 199233 0 0 $0
John R Erickson Head of Affiliate Engagement 2023年8月15日 M 58054 0 0 $0
David M. Billings General Counsel and Secretary 2022年11月15日 M 18965 0 0 $0
Hugh Cutler EVP, Global Distribution 2020年3月3日 A 2224 0 0 $0
Sean M Healey Executive Chairman 2020年3月3日 A 161021 0 0 $0
Peter W Macewen Chief Administrative Officer 2018年1月2日 F 26135 0 0 $0
Andrew Dyson EVP(AMG Ltd.), Global Distrib. 2016年3月1日 F 18131 0 0 $0
John Kingston III Vice Chairman & Gen. Counsel 2014年5月8日 M 15325 0 0 $0
Seth W Brennan Executive Vice President 2006年12月12日 A 36985 0 0 $0
Annette Franqui 董事 2026年6月1日 P 1962 1 0 $228660
Rodriguez Felix V. Matos 董事 2026年5月8日 S 4369 0 1 $-300180
Staley G. Cates 董事 2026年5月6日 P 6405 1 0 $458745
David Christopher Ryan 董事 2026年5月6日 S 1092 0 1 $-1037814
Marcy Engel 董事 2026年3月5日 A 0 0 $0
Karen L. Alvingham 董事 2026年3月5日 A 13043 0 0 $0
Tracy P. Palandjian 董事 2026年3月5日 A 15254 0 0 $0
Loren M Starr 董事 2026年3月5日 A 1937 0 0 $0
Dwight D. Churchill 董事 2025年8月15日 M 29030 0 0 $0
Reuben Jeffery III 董事 2025年1月1日 M 34274 0 0 $0
Tracy A Atkinson 董事 2024年3月5日 M 4020 0 0 $0
Glenn Earle 董事 2021年1月1日 M 2113 0 0 $0
Samuel T Byrne 董事 2020年7月28日 A 28092 0 0 $0
Patrick T Ryan 董事 2020年7月28日 A 13269 0 0 $0
Nathaniel Dalton 董事 2020年3月3日 F 206589 0 0 $0
Niall Ferguson 董事 2020年2月4日 A 0 0 $0
Jide James Zeitlin 董事 2020年2月4日 A 21274 0 0 $0
William J Nutt 董事 2015年5月4日 M 131478 0 0 $0
Harold J Meyerman 董事 2015年1月20日 A 1800 0 0 $0
Rita M Rodriguez 董事 2014年7月22日 A 14652 0 0 $0
Richard E Floor 董事 2010年1月20日 M 42286 0 0 $0
Robert C Puff JR 董事 2005年7月26日 A 2000 0 0 $0
Stephen J Lockwood 董事 2005年5月18日 M 7500 0 0 $0
William F Weld 董事 2004年2月12日 M 0 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

激进投资者及 5%+ 股东 1 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
Affiliated Managers Group, Inc. 2009年12月22日 初始申报 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.

ETF持仓 由 119 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
AAUM · Tema ETF Trust 3.62% 277 NS 2026年5月31日 N-PORT
PFI · Invesco Exchange-Traded Fund Trust 2.44% 3912 SH 2026年8月8日 每日
FXO · First Trust Exchange-Traded Alpha... 1.58% 57595 NS 2026年4月30日 N-PORT
OASC · Unified Series Trust 1.41% 3923 NS 2026年5月31日 N-PORT
XMMO · Invesco Exchange-Traded Fund Trust 1.29% 262587 SH 2026年8月8日 每日
TAX · EA Series Trust 0.92% 776 NS 2026年5月29日 N-PORT
PGX · Invesco Exchange-Traded Fund Trus... 0.92% 1777598 2026年8月8日 每日
XMVM · Invesco Exchange-Traded Fund Trust 0.86% 11793 SH 2026年8月8日 每日
SMIZ · Zacks Trust 0.85% 7275 NS 2026年5月31日 N-PORT
AFMC · First Trust Exchange-Traded Fund ... 0.80% 4251 NS 2026年5月31日 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 0.77% 7516 SH 2026年8月8日 每日
FNY · First Trust Exchange-Traded Alpha... 0.70% 12391 NS 2026年4月30日 N-PORT
PDP · Invesco Exchange-Traded Fund Trust 0.59% 24000 SH 2026年8月8日 每日
PAMC · Pacer Funds Trust 0.53% 1136 NS 2026年4月30日 N-PORT
IJK · iShares Trust 0.52% 154364 SH 2026年8月8日 每日
IVOG · VANGUARD ADMIRAL FUNDS 0.47% 26061 SH 2026年8月8日 每日
FCPI · FIDELITY COVINGTON TRUST 0.47% 4337 NS 2026年4月30日 N-PORT
SMDX · Tidal Trust III 0.46% 1981 NS 2026年4月30日 N-PORT
PFF · iShares Trust 0.45% 3052327 SH 2026年8月8日 每日
TMFX · RBB Fund, Inc. 0.40% 422 NS 2026年5月31日 N-PORT
FDMO · FIDELITY COVINGTON TRUST 0.39% 11181 NS 2026年4月30日 N-PORT
SMLF · iShares Trust 0.39% 44544 SH 2026年8月8日 每日
EWN · iShares, Inc. 0.38% 73925 SH 2026年8月8日 每日
MIDE · DBX ETF Trust 0.34% 38 NS 2026年5月29日 N-PORT
NUSC · Nushares ETF Trust 0.34% 14723 NS 2026年4月30日 N-PORT
IQSM · New York Life Investments ETF Trust 0.33% 3555 NS 2026年4月30日 N-PORT
XJH · iShares Trust 0.31% 3570 SH 2026年8月8日 每日
FNX · First Trust Exchange-Traded Alpha... 0.29% 13151 NS 2026年4月30日 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.29% 13929 SH 2026年8月8日 每日
QVMM · Invesco Exchange-Traded Fund Trus... 0.28% 3378 SH 2026年8月8日 每日
LRGF · iShares Trust 0.27% 26791 SH 2026年8月8日 每日
IJH · iShares Trust 0.27% 911342 SH 2026年8月8日 每日
BFOR · ALPS ETF Trust 0.26% 1811 NS 2026年5月31日 N-PORT
PTMC · Pacer Funds Trust 0.24% 3205 NS 2026年4月30日 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.24% 42702 SH 2026年8月8日 每日
VFMF · VANGUARD WELLINGTON FUND 0.23% 4796 SH 2026年8月8日 每日
DEUS · DBX ETF Trust 0.21% 1925 NS 2026年5月29日 N-PORT
FAD · First Trust Exchange-Traded Alpha... 0.21% 3406 NS 2026年4月30日 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund ... 0.21% 15368 NS 2026年4月30日 N-PORT
BKMC · BNY Mellon ETF Trust 0.20% 4211 NS 2026年4月30日 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.19% 15230 NS 2026年4月30日 N-PORT
MVV · ProShares Trust 0.18% 972 NS 2026年5月31日 N-PORT
VBR · VANGUARD INDEX FUNDS 0.18% 365260 SH 2026年8月8日 每日
SCHA · SCHWAB STRATEGIC TRUST 0.18% 135022 NS 2026年5月31日 N-PORT
DFAS · Dimensional ETF Trust 0.18% 84746 NS 2026年4月30日 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund ... 0.17% 11606 NS 2026年4月30日 N-PORT
ISCV · iShares Trust 0.17% 3126 SH 2026年8月8日 每日
MIDU · Direxion Shares ETF Trust 0.16% 466 NS 2026年4月30日 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.16% 76005 NS 2026年5月31日 N-PORT
ISCB · iShares Trust 0.15% 1194 SH 2026年8月8日 每日