HURN Huron Consulting Group Inc. - Common Stock

NASDAQ · Professional Services · 在 SEC EDGAR 上查看 ↗
$157.26
价格 · 八月 19, 2026
截至...的财报数据 七月 28, 2026

关于 Huron Consulting Group Inc. - Common Stock 公司概况(来自维基百科)

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.

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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 ==

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

Wikidata ↗

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

价格
$157.25
市值
P/E (TTM)
29.6
每股收益 (TTM)
$5.84
营收 (TTM)
$1.70B
股息收益率
ROE
20.9%
负债/权益
1.0
52周区间
$85 – $187

HURN 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 $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
自由现金流 $183M
10-point trend, +60.0%
2016-12-31 2025-12-31
利润率 6.2%

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
HURN
同行中位数
P/E (TTM)
5-point trend, +71.5%
29.6
23.3

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
HURN
同行中位数
Operating Margin (营业利润率)
5-point trend, +84.4%
10.5%
Net Profit Margin (净利润率)
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%

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
HURN
同行中位数
Debt / Equity (负债/股东权益比率)
5-point trend, +136.9%
1.0
Current Ratio (流动比率)
5-point trend, -6.8%
1.2
2.3
Quick Ratio (速动比率)
5-point trend, -21.1%
0.6

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
HURN
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +83.3%
11.7%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +83.3%
13.6%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +83.3%
14.3%
EPS YoY
5-point trend, +102.1%
-6.9%
Net Income YoY (净利润同比增长)
5-point trend, +66.8%
-9.9%

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
HURN
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +102.1%
$5.84

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
HURN
同行中位数

HURN 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 11 位分析师
  • 强烈买入 5 45.5%
  • 买入 5 45.5%
  • 持有 1 9.1%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

4 位分析师 · 2026-08-17
中位数目标 $194.00 +23.4%
平均目标 $190.75 +21.3%

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
0.21%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $2.46 $2.22 0.24%
2026年3月31日 $1.73 $1.64 0.09%
2025年12月31日 $2.17 $1.99 0.18%
2025年9月30日 $2.10 $1.91 0.19%
2025年6月30日 $1.89 $1.83 0.06%
2025年3月31日 $1.68 $1.18 0.50%

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
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%

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 14
HURN 的年度损益表数据
指标 趋势 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
资产负债表 24
HURN 的年度资产负债表数据
指标 趋势 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
现金流 16
HURN 的年度现金流数据
指标 趋势 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
盈利能力 7
HURN 的年度盈利能力数据
指标 趋势 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%
流动性与偿付能力 4
HURN 的年度流动性与偿付能力数据
指标 趋势 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
效率 2
HURN 的年度效率数据
指标 趋势 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
每股 3
HURN 的年度每股数据
指标 趋势 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
增长率 7
HURN 的年度增长率数据
指标 趋势 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% · · · · · · · · · ·
估值 (TTM) 4
HURN 的年度估值 (TTM)数据
指标 趋势 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%

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 $1.70B$1.52B$1.40B$1.16B$927M
营业利润率 % 10.5%11.1%9.0%8.6%5.7%
净收入 $105M$117M$62M$76M$63M
稀释后每股收益 (EPS) $5.84$6.27$3.19$3.64$2.89
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
负债/股东权益比率 1.00.60.60.50.4
流动比率 1.21.21.31.31.3
速动比率 0.60.60.60.70.7
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $183M$193M$126M$73M$7M

最新新闻 提及该公司的近期头条新闻

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机构持有人 (13F) 275 家申报者 · $1.0B 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
39 (-14 与上一季度对比) 69 (+13 与上一季度对比) 87 (-5 与上一季度对比) 81 (-17 与上一季度对比) +173K

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
FIDUCIARY MANAGEMENT INC /WI/ $116604289 1293304 11.62% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $63899728 708737 6.37% 股份
VANGUARD CAPITAL MANAGEMENT LLC $62482142 693014 6.23% 股份
DIMENSIONAL FUND ADVISORS LP $57108967 633418 5.69% 股份
PRINCIPAL FINANCIAL GROUP INC $55232827 612609 5.50% 股份
Boston Partners $45169364 491335 4.50% 股份
BloombergSen Inc. $44995159 499059 4.48% 股份
FMR LLC $43786655 485655 4.36% 股份
STATE STREET CORP $38117574 422777 3.80% 股份
GEODE CAPITAL MANAGEMENT, LLC $33704664 373765 3.36% 股份
JENNISON ASSOCIATES LLC $29413077 326232 2.93% 股份
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $27304000 302844 2.72% 股份
Sunriver Management LLC $21247376 235663 2.12% 股份
Invenomic Capital Management LP $19841782 220073 1.98% 股份
Aristotle Capital Boston, LLC $19612602 217531 1.95% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $16390186 181790 1.63% 股份
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $15359477 170358 1.53% 股份
Leeward Investments, LLC - MA $14648476 162472 1.46% 股份
Rockefeller Capital Management L.P. $13556367 150359 1.35% 股份
GOLDMAN SACHS GROUP INC $12497889 138619 1.25% 股份
LOOMIS SAYLES & CO L P $11645697 129167 1.16% 股份
VANGUARD FIDUCIARY TRUST CO $9965745 110534 0.99% 股份
Ninety One UK Ltd $8933953 99090 0.89% 股份
CONGRESS ASSET MANAGEMENT CO $8560241 94945 0.85% 股份
RENAISSANCE GROUP LLC $7989709 88617 0.80% 股份
Asset Management One Co., Ltd. $7547663 59202 0.75% 股份
BARCLAYS PLC $6052711 67133 0.60% 股份
ENVESTNET ASSET MANAGEMENT INC $5704937 63276 0.57% 股份
WOLVERINE TRADING, LLC $5582500 38500 0.56% 卖出期权
JANE STREET GROUP, LLC $5545381 61506 0.55% 股份
XTX Topco Ltd $5319530 59001 0.53% 股份
UBS Group AG $4582833 50830 0.46% 股份
Hillsdale Investment Management Inc. $4548572 50450 0.45% 股份
Qube Research & Technologies Ltd $4530810 50253 0.45% 股份
BANK OF AMERICA CORP /DE/ $4523146 50168 0.45% 股份
SG Capital Management LLC $3730550 41377 0.37% 股份
Quantinno Capital Management LP $3598827 39916 0.36% 股份
Squarepoint Ops LLC $3432842 38075 0.34% 股份
AMERICAN CENTURY COMPANIES INC $3294987 36546 0.33% 股份
Emerald Investment Advisers, LLC $3069137 34041 0.31% 股份
IEQ CAPITAL, LLC $3025499 33557 0.30% 股份
Swiss National Bank $3002328 33300 0.30% 股份
Quadrature Capital Ltd $2944626 32660 0.29% 股份
STATE OF WISCONSIN INVESTMENT BOARD $2842024 31522 0.28% 股份
Corient Private Wealth LP $2816237 31236 0.28% 股份
ExodusPoint Capital Management, LP $2716972 30135 0.27% 股份
MORGAN STANLEY $2712644 30087 0.27% 股份
JANE STREET GROUP, LLC $2695784 29900 0.27% 买入期权
FIRST TRUST ADVISORS LP $2683882 29768 0.27% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2628971 20621 0.26% 股份
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $2577314 28586 0.26% 股份
CITADEL ADVISORS LLC $2524480 28000 0.25% 买入期权
VICTORY CAPITAL MANAGEMENT INC $2398978 26608 0.24% 股份
Edgestream Partners, L.P. $2391855 26529 0.24% 股份
ALLIANCEBERNSTEIN L.P. $2349641 18430 0.23% 股份
DARK FOREST CAPITAL MANAGEMENT LP $2315399 25681 0.23% 股份
ISTHMUS PARTNERS, LLC $2306744 25585 0.23% 股份
Numerai GP LLC $2292679 25429 0.23% 股份
SCHRODER INVESTMENT MANAGEMENT GROUP $2259089 23643 0.23% 股份
Redwood Investments, LLC $2066397 14405 0.21% 股份
AMERIPRISE FINANCIAL INC $2039238 22618 0.20% 股份
CITADEL ADVISORS LLC $2019584 22400 0.20% 卖出期权
RHUMBLINE ADVISERS $1959163 21730 0.20% 股份
Bank of New York Mellon Corp $1950882 21638 0.19% 股份
S&T Bank/PA $1886147 20920 0.19% 股份
BlackRock, Inc. $1824478 20236 0.18% 股份
RICE HALL JAMES & ASSOCIATES, LLC $1809601 20071 0.18% 股份
Redwood Grove Capital, LLC $1731072 19200 0.17% 股份
ALGERT GLOBAL LLC $1655338 18360 0.16% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1595832 17700 0.16% 卖出期权
PRUDENTIAL FINANCIAL INC $1595652 17698 0.16% 股份
Pacific Ridge Capital Partners, LLC $1472223 16329 0.15% 股份
CAPITAL FUND MANAGEMENT S.A. $1460411 16198 0.15% 股份
OAK RIDGE INVESTMENTS LLC $1444093 16017 0.14% 股份
WELLS FARGO & COMPANY/MN $1409471 15633 0.14% 股份
NORDEA INVESTMENT MANAGEMENT AB $1407786 15144 0.14% 股份
AlphaQuest LLC $1403510 8117 0.14% 股份
VANGUARD ASSET MANAGEMENT, Ltd $1395587 15479 0.14% 股份
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1358260 15065 0.14% 股份
DIVERSIFIED MANAGEMENT INC $1312510 10295 0.13% 股份
Freestone Grove Partners LP $1253855 13907 0.12% 股份
VANGUARD GROUP INC $1157287 6693 0.12% 股份
JANE STREET GROUP, LLC $1136016 12600 0.11% 卖出期权
OP Asset Management Ltd $1108337 12293 0.11% 股份
WOLVERINE TRADING, LLC $1083440 7472 0.11% 股份
BURNEY CO/ $1067765 11843 0.11% 股份
JANUS HENDERSON GROUP PLC $1062950 8330 0.11% 股份
SEI INVESTMENTS CO $1004440 11147 0.10% 股份
CITIGROUP INC $968138 10738 0.10% 股份
D. E. Shaw & Co., Inc. $944967 10481 0.09% 股份
GREAT LAKES ADVISORS, LLC $934869 10369 0.09% 股份
Zurcher Kantonalbank (Zurich Cantonalbank) $903944 10026 0.09% 股份
MetLife Investment Management, LLC $900428 9987 0.09% 股份
MARSHALL WACE, LLP $888077 9850 0.09% 股份
Sendero Wealth Management, LLC $863553 9578 0.09% 股份
Aquatic Capital Management LLC $858233 9519 0.09% 股份
CITADEL ADVISORS LLC $851201 9441 0.08% 股份
Moran Wealth Management, LLC $846873 9393 0.08% 股份
LPL Financial LLC $769786 8538 0.08% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $766540 8502 0.08% 股份

公司内部人士 34 位内幕人士 · 14 位高管 · 9 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
Mark C. Hussey CEO and President 2026年7月29日 S 74399 0 12 $-3986172
Gary E Holdren Chairman & CEO 2009年7月1日 S 526619 0 0 $0
Gary L Burge VP, CFO and Treasurer 2009年7月1日 S 97693 0 0 $0
David M. Shade President and COO 2011年2月24日 F 110677 0 0 $0
Broadhurst Daniel P Chief Operating Officer 2008年10月13日 S 105481 0 0 $0
Kyle Featherstone Chief Acct Officer, Controller 2026年7月31日 S 1050 0 1 $-70076
Diane E. Ratekin EVP, Gen. Counsel, & Corp.Sec. 2018年3月15日 F 31556 0 0 $0
Ellen Wong Controller 2018年3月1日 F 2998 0 0 $0
Thomas W Burns Corporate VP and Controller 2012年3月1日 F 1665 0 0 $0
Natalia Delgado Corporate Secretary 2011年3月1日 F 46559 0 0 $0
Mary M Sawall VP, Human Resources 2011年3月1日 F 49381 0 0 $0
Wayne E Lipski Controller and Asst. Treasurer 2009年3月1日 A 17615 0 0 $0
Susan G Gallagher VP of Sales and Marketing 2006年7月1日 A 19997 0 0 $0
Stanley N Logan VP, Strategy & Business Dev. 2006年7月1日 A 40000 0 0 $0
Debra Zumwalt 董事 2026年8月14日 S 27119 0 5 $-159270
Thomas L Richards 董事 2026年8月1日 A 593 0 0 $0
Shoshana Vernick 董事 2026年7月1日 A 934 0 0 $0
George Massaro 董事 2018年7月2日 S 21326 0 0 $0
James D Edwards 董事 2018年7月2日 S 25106 0 0 $0
John S Moody 董事 2018年7月2日 S 22790 0 0 $0
Dubose Ausley 董事 2015年4月1日 S 23520 0 0 $0
Hugh E Sawyer III 2026年8月11日 S 20490 0 9 $-732526
Joy Brown 2026年5月22日 S 8575 0 3 $-191231
Ekta Singh-Bushell 2026年5月11日 S 13646 0 5 $-287056
Markell Peter Kenneth 2026年5月8日 A 14271 0 0 $0
Eugene H Lockhart 2026年5月8日 A 9662 0 0 $0
John Mccartney 2026年5月8日 A 41817 0 11 $-1724809
Hope Calder-Katz 2026年4月1日 F 5078 0 0 $0
James Ronald Dail 2026年3月1日 A 39042 0 11 $-1773743
John D. Kelly 2026年3月1日 A 82973 0 0 $0
James H Roth 2026年3月1日 A 34154 0 16 $-1565529
Ernest W. Torain Jr. 2024年3月7日 S 15050 0 0 $0
James K Rojas 2012年12月31日 F 62778 0 0 $0
Deborah A Bricker 2005年11月8日 D 9600 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
Gary E. Holdren ×2 申报 2007年3月20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 63 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
SAWS · ETF Series Solutions 1.35% 727 NS 2026年4月30日 N-PORT
JSML · Janus Detroit Street Trust 0.65% 15645 NS 2026年4月30日 N-PORT
HAPS · Harbor ETF Trust 0.63% 7617 NS 2026年4月30日 N-PORT
JSMD · Janus Detroit Street Trust 0.39% 29210 NS 2026年4月30日 N-PORT
FYC · First Trust Exchange-Traded Alpha... 0.23% 18317 NS 2026年4月30日 N-PORT
AFSM · First Trust Exchange-Traded Fund ... 0.20% 1833 NS 2026年5月31日 N-PORT
FSCC · Federated Hermes ETF Trust 0.15% 3848 NS 2026年5月31日 N-PORT
ESSC · Strategy Shares 0.14% 267 NS 2026年4月30日 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.13% 34254 NS 2026年5月31日 N-PORT
PSC · Principal Exchange-Traded Funds 0.13% 33203 NS 2026年6月30日 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.12% 6574 NS 2026年4月30日 N-PORT
BKSE · BNY Mellon ETF Trust 0.10% 612 NS 2026年4月30日 N-PORT
EBIT · Harbor ETF Trust 0.08% 71 NS 2026年4月30日 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.07% 12322 NS 2026年4月30日 N-PORT
RSSL · Global X Funds 0.07% 7363 NS 2026年4月30日 N-PORT
FYX · First Trust Exchange-Traded Alpha... 0.06% 5433 NS 2026年4月30日 N-PORT
DFAS · Dimensional ETF Trust 0.05% 54528 NS 2026年4月30日 N-PORT
FAD · First Trust Exchange-Traded Alpha... 0.05% 1709 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.05% 803 NS 2026年5月31日 N-PORT
GSSC · Goldman Sachs ETF Trust 0.05% 4187 NS 2026年5月31日 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.04% 33303 NS 2026年5月31日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.04% 76532 NS 2026年5月31日 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0.03% 5120 NS 2026年4月30日 N-PORT
UWM · ProShares Trust 0.03% 628 NS 2026年5月31日 N-PORT
DXUV · Dimensional ETF Trust 0.03% 822 NS 2026年4月30日 N-PORT
URTY · ProShares Trust 0.02% 633 NS 2026年5月31日 N-PORT
DFSU · Dimensional ETF Trust 0.02% 2516 NS 2026年4月30日 N-PORT
DFUV · Dimensional ETF Trust 0.01% 14695 NS 2026年4月30日 N-PORT
DFAC · Dimensional ETF Trust 0.01% 39690 NS 2026年4月30日 N-PORT
DCOR · Dimensional ETF Trust 0.01% 2529 NS 2026年4月30日 N-PORT
SFGV · EA Series Trust 0.01% 1240 NS 2026年5月29日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 656 NS 2026年5月31日 N-PORT
HDG · ProShares Trust 0.01% 16 NS 2026年5月31日 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.01% 5823 NS 2026年5月31日 N-PORT
DFAU · Dimensional ETF Trust 0.00% 3916 NS 2026年4月30日 N-PORT
DFUS · Dimensional ETF Trust 0.00% 5015 NS 2026年4月30日 N-PORT
TILT · FlexShares Trust 0.00% 489 NS 2026年4月30日 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.00% 350 NS 2026年5月31日 N-PORT
EBI · RBB Fund Trust 0.00% 137 NS 2026年5月31日 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 9000 NS 2026年5月31日 N-PORT
VXF · VANGUARD INDEX FUNDS 2026年7月15日 每日
VB · VANGUARD INDEX FUNDS 2026年7月15日 每日
VBK · VANGUARD INDEX FUNDS 2026年7月15日 每日
VBR · VANGUARD INDEX FUNDS 2026年7月15日 每日
VTI · VANGUARD INDEX FUNDS 2026年7月15日 每日
VFQY · VANGUARD WELLINGTON FUND 2026年7月30日 每日
VT · VANGUARD INTERNATIONAL EQUITY IND... 2026年7月15日 每日
VTWO · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日
VTWG · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日