SNDR Schneider National, Inc. Common Stock

NYSE · Road & Rail · 在 SEC EDGAR 上查看 ↗
$35.85
价格 · 八月 19, 2026
截至...的财报数据 七月 31, 2026

关于 Schneider National, Inc. Common Stock 公司概况(来自维基百科)

Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.

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Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.

History

Founded in 1935 when Al Schneider sold the family car to buy his first truck. Schneider is headquartered in Green Bay, Wisconsin. Don Schneider, Al's oldest son, succeeded Al as president on February 9, 1976, and served in that role for 27 years. In 2002, Christopher Lofgren was named the company's third president and CEO. Mark Rourke succeeded Chris Lofgren as President and CEO of Schneider in 2019. In 2026, Jim Filter succeeded Mark Rourke as President and CEO. Mark Rourke becomes Executive Chairman of the Board.

Schneider began trading on the New York Stock Exchange on April 6, 2017; company management rang the opening bell. The stock had an initial public offering of $19.50 per share.

In January 2022, Schneider acquired Midwest Logistics Systems (MLS), with MLS continuing to operate as a standalone subsidiary.

In 2023, Schneider National launched an all-electric fleet composed of 92 Freightliner eCascadias, described by the Green Bay Press-Gazette as "one of the largest EV truck fleets in the nation". The fleet is supported by an electric charging depot at Schneider's South El Monte Operations Center in Southern California, capable of charging 32 trucks simultaneously. The company received the Deloitte Wisconsin 75 sustainability award for reducing carbon emissions.

On April 21, 2023, Schneider signed its shipping contract with the seven-day-old Canadian Pacific Kansas City.

Schneider acquired M&M Transport Services in August of 2023. M&M is based out of Bridgewater, Massachusetts.

In September 2023, Darrell Campbell was announced as the Executive Vice President and Chief Financial Officer.

Also in 2023, Schneider National received the National Safety Council’s Green Cross for Safety Advocate Award for its pioneering work piloting technology to combat impaired driving.

In November 2024, Schneider announced its acquisition of Cowan Systems, LLC expanding its operations across the Eastern and Mid-Atlantic U.S. regions.

Market

Schneider hauls 9,100,000 freight miles per day, with 19,400 associates, 12,500 company trucks and 54,400 trailers on the road.

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

Wikidata ↗

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

价格
$35.84
市值
P/E (TTM)
45.0
每股收益 (TTM)
$0.59
营收 (TTM)
$5.67B
股息收益率
ROE
3.4%
负债/权益
0.1
52周区间
$20 – $39

SNDR 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 $5.67B
10-point trend, +40.3%
2016-12-31 2025-12-31
EPS $0.59
10-point trend, -41.0%
2016-12-31 2025-12-31
自由现金流 $285M
9-point trend, +292.0%
2017-12-31 2025-12-31
利润率 1.8%

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
SNDR
同行中位数
P/E (TTM)
5-point trend, +281.0%
45.0
53.3

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
SNDR
同行中位数
Operating Margin (营业利润率)
5-point trend, -68.7%
3.0%
Net Profit Margin (净利润率)
5-point trend, -74.7%
1.8%
1.7%
ROA
5-point trend, -80.5%
2.1%
2.3%
ROE
5-point trend, -80.0%
3.4%
4.0%
ROIC
5-point trend, -77.5%
3.7%

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
SNDR
同行中位数
Debt / Equity (负债/股东权益比率)
5-point trend, -30.8%
0.1
Current Ratio (流动比率)
5-point trend, +17.5%
2.1
1.5
Quick Ratio (速动比率)
5-point trend, -23.0%
1.1

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
SNDR
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +1.2%
7.2%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +1.2%
-4.9%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +1.2%
4.5%
EPS YoY
5-point trend, -74.1%
-10.6%
Net Income YoY (净利润同比增长)
5-point trend, -74.4%
-11.5%

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
SNDR
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, -74.1%
$0.59

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
SNDR
同行中位数
Payout Ratio (派息率)
5-point trend, +428.8%
64.7%

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
派息率
64.7%
5年股息复合年增长率 (CAGR)
除息日金额
2026年6月12日$0.1000
2026年3月13日$0.1000
2025年12月12日$0.0950
2025年9月12日$0.0950
2025年6月13日$0.0950
2025年3月14日$0.0950
2024年12月13日$0.0950
2024年9月13日$0.0950
2024年6月7日$0.0950
2024年3月7日$0.0950
2023年12月7日$0.0900
2023年9月7日$0.0900
2023年6月8日$0.0900
2023年3月9日$0.0900
2022年12月8日$0.0800
2022年9月8日$0.0800
2022年6月9日$0.0800
2022年3月10日$0.0800
2021年12月9日$0.0700
2021年9月9日$0.0700

SNDR 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 22 位分析师
  • 强烈买入 4 18.2%
  • 买入 7 31.8%
  • 持有 11 50.0%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

14 位分析师 · 2026-08-18
中位数目标 $37.00 +3.2%
平均目标 $37.50 +4.6%

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
0.00%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $0.29 $0.24 0.05%
2026年3月31日 $0.12 $0.10 0.02%
2025年12月31日 $0.12 $0.10 0.02%
2025年9月30日 $0.12 $0.21 -0.09%
2025年6月30日 $0.21 $0.21 0.00%
2025年3月31日 $0.16 $0.14 0.02%

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
SNDR 45.0 7.2% 1.8% 3.4%
UHAL 3.6% 1.4% 1.1%
KNX $8.49B 127.5 0.80% 0.88% 0.93%
R $7.54B 16.0 0.23% 3.9% 16.3%
SAIA $8.70B 34.3 0.79% 7.9% 10.2%
LSTR 44.1 -1.6% 2.4% 13.0%
RXO $2.07B -21.4 26.2% -1.7% -6.4%
ARCB 28.3 -4.0% 1.5% 4.6%
WERN $1.80B -125.0 -1.8% -0.48% -1.0%
MRTN $928M 54.2 -8.3% 2.0% 2.3%
HTLD $699M -13.5 -23.1% -6.5% -6.8%

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
SNDR 的年度损益表数据
指标 趋势 20252024202320222021202020192018201720162015
Revenue 11-point trend, +43.3% $5.67B $5.29B $5.50B $6.60B $5.61B $4.55B $4.75B $4.98B $4.38B $4.05B $3.96B
Cost of Revenue 5-point trend, +39.6% · · · · · · $2.00B $1.97B $1.61B $1.47B $1.43B
Operating Expenses 11-point trend, +48.8% $5.51B $5.13B $5.20B $6.00B $5.08B $4.27B $4.54B $4.60B $4.10B $3.76B $3.70B
Operating Income 11-point trend, -35.1% $169M $165M $296M $600M $534M $287M $208M $376M $280M $290M $260M
Interest Expense 9-point trend, -24.1% · · $14M $10M $12M $14M $17M $17M $19M $21M $19M
Other Non-op 11-point trend, -7.1% $-3M $-700.0K $17M $10M $19M $6M $-2M $1M $500.0K $-3M $-3M
Pretax Income 11-point trend, -42.2% $138M $152M $306M $604M $542M $283M $198M $365M $263M $266M $239M
Income Tax 11-point trend, -64.8% $34M $35M $68M $146M $137M $71M $51M $96M $-126M $109M $98M
Net Income 11-point trend, -26.5% $104M $117M $238M $458M $405M $212M $147M $269M $390M $157M $141M
EPS (Basic) 11-point trend, -35.2% $0.59 $0.67 $1.35 $2.57 $2.28 $1.19 $0.83 $1.52 $2.28 $1.00 $0.91
EPS (Diluted) 11-point trend, -35.2% $0.59 $0.66 $1.34 $2.56 $2.28 $1.19 $0.83 $1.52 $2.28 $1.00 $0.91
Shares (Basic) 11-point trend, +12.8% 175,200,000 175,500,000 177,300,000 177,900,000 177,600,000 177,300,000 177,100,000 177,000,000 171,100,000 156,600,000 155,300,000
Shares (Diluted) 11-point trend, +13.0% 175,900,000 176,100,000 178,200,000 178,800,000 178,100,000 177,600,000 177,300,000 177,200,000 171,300,000 156,800,000 155,600,000
EBITDA 9-point trend, -39.7% $169M $165M $296M $600M $534M $287M $208M $376M $280M · ·
资产负债表 26
SNDR 的年度资产负债表数据
指标 趋势 20252024202320222021202020192018201720162015
Cash & Equivalents 11-point trend, +25.4% $202M $118M $102M $386M $245M $396M $552M $379M $238M $131M $161M
Short-term Investments 10-point trend, -20.4% $42M $48M $57M $46M $49M $47M $48M $51M $42M $52M ·
Receivables 10-point trend, +30.2% $578M $600M $576M $644M $705M $538M $466M $593M $528M $444M ·
Inventory 10-point trend, +34.7% $100M $90M $118M $53M $27M $45M $72M $61M $83M $74M ·
Prepaid Expense 10-point trend, +34.7% $108M $120M $102M $90M $75M $78M $118M $80M $76M $80M ·
Current Assets 10-point trend, +27.9% $1.18B $1.12B $1.11B $1.35B $1.25B $1.22B $1.41B $1.32B $1.09B $924M ·
PP&E (Net) 10-point trend, +54.7% $2.72B $2.87B $2.58B $2.28B $2.05B $1.83B $1.85B $1.92B $1.86B $1.76B ·
PP&E (Gross) 10-point trend, +53.7% $4.56B $4.54B $4.19B $3.80B $3.45B $3.25B $3.15B $3.23B $3.13B $2.97B ·
Accum. Depreciation 10-point trend, +52.1% $1.84B $1.67B $1.61B $1.52B $1.40B $1.42B $1.30B $1.31B $1.27B $1.21B ·
Goodwill 10-point trend, +105.7% $337M $378M $332M $228M $240M $128M $128M $162M $165M $164M ·
Intangibles 7-point trend, +739.1% $73M $51M $56M $9M · · $0 $7M $9M · ·
Other Non-current Assets 10-point trend, +511.2% $470M $438M $403M $297M $237M $204M $166M $83M $75M $77M ·
Total Assets 10-point trend, +58.5% $4.84B $4.93B $4.56B $4.32B $3.94B $3.52B $3.66B $3.62B $3.33B $3.05B ·
Current Liabilities 10-point trend, -17.9% $556M $704M $606M $637M $690M $535M $465M $523M $462M $677M ·
Capital Leases 8-point trend, +487.8% $64M $52M $58M $42M $50M · · $200.0K $7M $11M ·
Deferred Tax 10-point trend, +10.2% $594M $566M $596M $538M $451M $450M $449M $451M $387M $539M ·
Other Non-current Liabilities 10-point trend, +3.5% $105M $105M $108M $69M $75M $79M $85M $46M $69M $101M ·
Total Liabilities 8-point trend, +21.7% $1.82B $1.95B $1.60B $1.48B $1.51B $1.46B $1.42B $1.49B · · ·
Long-term Debt 9-point trend, -42.0% $397M $515M $290M $205M · $305M $360M $405M $430M $684M ·
Total Debt 6-point trend, -7.4% $397M $515M $290M · · · $360M $404M $429M · ·
Paid-in Capital 10-point trend, +1619400000.00 $1.62B $1.61B $1.60B $1.58B $1.57B $1.55B $1.54B $1.54B $1.53B $0 ·
Retained Earnings 10-point trend, +1518200000.00 $1.52B $1.48B $1.43B $1.26B $858M $502M $694M $589M $356M $0 ·
Treasury Stock 4-point trend, +111000000.00 $111M $96M $67M $0 · · · · · · ·
AOCI 10-point trend, -1900000.00 $-2M $-4M $-3M $-5M $0 $800.0K $100.0K $-1M $0 $0 ·
Stockholders' Equity 11-point trend, +3024700000.00 $3.02B $2.99B $2.96B $2.84B $2.42B $2.06B $2.24B $2.13B $1.89B $0 $0
Liabilities + Equity 10-point trend, +58.5% $4.84B $4.93B $4.56B $4.32B $3.94B $3.52B $3.66B $3.62B $3.33B $3.05B ·
现金流 18
SNDR 的年度现金流数据
指标 趋势 20252024202320222021202020192018201720162015
D&A 11-point trend, +90.4% $450M $414M $382M $350M $296M $290M $293M $291M $279M $266M $236M
Stock-based Comp 11-point trend, +3.0% $17M $13M $16M $16M $14M $9M $-4M $23M $17M $18M $17M
Deferred Tax 11-point trend, -103.7% $-3M $4M $56M $83M $2M $2M $-200.0K $62M $-152M $76M $87M
Amort. of Intangibles 9-point trend, +1675.0% $7M $5M $3M $1M · · $700.0K $1M $2M $900.0K $400.0K
Restructuring 6-point trend, +0.00 · · · $0 $0 $1M $64M $0 $0 · ·
Operating Cash Flow 11-point trend, +31.3% $637M $686M $680M $856M $566M $618M $636M $566M $461M $455M $486M
CapEx 11-point trend, -20.3% $352M $414M $660M $535M $399M $275M $335M $385M $388M $422M $442M
Investing Cash Flow 11-point trend, +28.4% $-346M $-792M $-908M $-599M $-626M $-319M $-350M $-338M $-390M $-513M $-483M
Debt Issued 5-point trend, +100000000.00 $100M $300M $50M $0 $0 · · · · · ·
Net Debt Issued 3-point trend, +100.0% $100M $300M $50M · · · · · · · ·
Stock Repurchased 5-point trend, +14600000.00 $15M $30M $67M $0 $0 · · · · · ·
Net Stock Activity 3-point trend, +78.2% $-15M $-30M $-67M · · · · · · · ·
Dividends Paid 11-point trend, +165.9% $67M $67M $64M $56M $50M $400M $42M $41M $26M $31M $25M
Financing Cash Flow 11-point trend, -2538.8% $-207M $121M $-56M $-117M $-90M $-456M $-113M $-89M $37M $28M $8M
Net Change in Cash 11-point trend, +676.9% $84M $15M $-283M $141M $-151M $-156M $173M $140M $108M $-30M $11M
Taxes Paid 11-point trend, -85.6% $4M $-200.0K $68M $53M $146M $62M $52M $39M $-4M $5M $30M
Free Cash Flow 9-point trend, +292.0% $285M $272M $20M $321M $167M $343M $301M $181M $73M · ·
Levered FCF 7-point trend, -81.2% · · $9M $314M $157M $333M $289M $172M $47M · ·
盈利能力 7
SNDR 的年度盈利能力数据
指标 趋势 20252024202320222021202020192018201720162015
Operating Margin 9-point trend, -53.4% 3.0% 3.1% 5.4% 9.1% 9.5% 6.3% 4.4% 7.5% 6.4% · ·
Net Margin 9-point trend, -79.4% 1.8% 2.2% 4.3% 6.9% 7.2% 4.7% 3.1% 5.4% 8.9% · ·
Pretax Margin 9-point trend, -59.6% 2.4% 2.9% 5.6% 9.2% 9.7% 6.2% 4.2% 7.3% 6.0% · ·
EBITDA Margin 9-point trend, -53.4% 3.0% 3.1% 5.4% 9.1% 9.5% 6.3% 4.4% 7.5% 6.4% · ·
ROA 9-point trend, -82.6% 2.1% 2.5% 5.4% 11.1% 10.9% 5.9% 4.0% 7.7% 12.2% · ·
ROE 9-point trend, -91.7% 3.4% 3.9% 8.1% 16.4% 17.2% 9.6% 6.6% 12.8% 41.2% · ·
ROIC 9-point trend, -79.3% 3.7% 3.6% 7.1% 16.0% 16.5% 10.4% 5.9% 10.9% 17.9% · ·
流动性与偿付能力 5
SNDR 的年度流动性与偿付能力数据
指标 趋势 20252024202320222021202020192018201720162015
Current Ratio 9-point trend, -10.3% 2.1 1.6 1.8 2.1 1.8 2.3 3.0 2.5 2.4 · ·
Quick Ratio 9-point trend, -36.2% 1.1 0.9 1.0 1.7 1.4 1.8 2.3 2.0 1.7 · ·
Debt / Equity 6-point trend, -42.1% 0.1 0.2 0.1 · · · 0.2 0.2 0.2 · ·
LT Debt / Equity 6-point trend, -41.3% 0.1 0.1 0.1 · · · 0.1 0.2 0.2 · ·
Interest Coverage 7-point trend, +29.6% · · 20.9 62.5 42.7 21.1 12.5 30.1 16.1 · ·
效率 3
SNDR 的年度效率数据
指标 趋势 20252024202320222021202020192018201720162015
Asset Turnover 9-point trend, -15.4% 1.2 1.1 1.2 1.6 1.5 1.3 1.3 1.4 1.4 · ·
Inventory Turnover 3-point trend, +47.3% · · · · · · 30.1 27.3 20.4 · ·
Receivables Turnover 9-point trend, +6.8% 9.6 9.0 9.0 9.8 9.0 9.1 9.0 8.9 9.0 · ·
每股 4
SNDR 的年度每股数据
指标 趋势 20252024202320222021202020192018201720162015
Revenue / Share 9-point trend, +26.1% $32.26 $30.04 $30.86 $36.94 $31.49 $25.64 $26.77 $28.09 $25.59 · ·
Cash Flow / Share 9-point trend, +34.6% $3.62 $3.90 $3.82 $4.79 $3.18 $3.48 $3.59 $3.20 $2.69 · ·
Dividend / Share 11-point trend, +137.5% $0 $0 $0 $0 $0 $2 $0 $0 $0 $0 $0
EPS (TTM) 9-point trend, -74.1% $0.59 $0.66 $1.34 $2.56 $2.28 $1.19 $0.83 $1.52 $2.28 · ·
增长率 10
SNDR 的年度增长率数据
指标 趋势 20252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -68.7% 7.2% -3.8% -16.7% 17.8% 23.2% · · · · · ·
Revenue CAGR 3Y 3-point trend, -175.8% -4.9% -1.9% 6.5% · · · · · · · ·
Revenue CAGR 5Y 4.5% · · · · · · · · · ·
EPS YoY 5-point trend, -111.6% -10.6% -50.7% -47.7% 12.3% 91.6% · · · · · ·
EPS CAGR 3Y 3-point trend, -1057.7% -38.7% -33.9% 4.0% · · · · · · · ·
EPS CAGR 5Y -13.1% · · · · · · · · · ·
Net Income YoY 5-point trend, -112.5% -11.5% -50.9% -47.9% 12.9% 91.5% · · · · · ·
Net Income CAGR 3Y 3-point trend, -1064.4% -39.1% -33.9% 4.0% · · · · · · · ·
Net Income CAGR 5Y -13.3% · · · · · · · · · ·
Dividend CAGR 5Y -30.0% · · · · · · · · · ·
估值 (TTM) 6
SNDR 的年度估值 (TTM)数据
指标 趋势 20252024202320222021202020192018201720162015
Revenue TTM 9-point trend, +29.4% $5.67B $5.29B $5.50B $6.60B $5.61B $4.55B $4.75B $4.98B $4.38B · ·
Net Income TTM 9-point trend, -73.4% $104M $117M $238M $458M $405M $212M $147M $269M $390M · ·
P/E 9-point trend, +259.0% 45.0 44.4 19.0 9.1 11.8 17.4 26.3 12.3 12.5 · ·
Earnings Yield 9-point trend, -72.2% 2.2% 2.2% 5.3% 10.9% 8.5% 5.8% 3.8% 8.1% 8.0% · ·
Payout Ratio 9-point trend, +888.8% 64.7% 56.9% 26.7% 12.2% 12.2% 188.9% 28.9% 15.1% 6.5% · ·
Annual Payout 9-point trend, +162.7% $67M $67M $64M $56M $50M $400M $42M $41M $26M · ·

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 $5.67B$5.29B$5.50B$6.60B$5.61B
营业利润率 % 3.0%3.1%5.4%9.1%9.5%
净收入 $104M$117M$238M$458M$405M
稀释后每股收益 (EPS) $0.59$0.66$1.34$2.56$2.28
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
负债/股东权益比率 0.10.20.1
流动比率 2.11.61.82.11.8
速动比率 1.10.91.01.71.4
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $285M$272M$20M$321M$167M

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机构持有人 (13F) 362 家申报者 · $1.9B 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
91 (+41 与上一季度对比) 34 (-2 与上一季度对比) 107 (-14 与上一季度对比) 91 (+19 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
Blueprint Investment Partners LLC $221933997 6075390 11.94% 股份
Blueprint Financial Advisors LLC $221933997 6075390 11.94% 股份
DIMENSIONAL FUND ADVISORS LP $179494283 4913613 9.66% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $90019856 2464272 4.84% 股份
EARNEST PARTNERS LLC $74242878 2032381 4.00% 股份
AMERICAN CENTURY COMPANIES INC $73199801 2003827 3.94% 股份
VANGUARD CAPITAL MANAGEMENT LLC $72124065 1974379 3.88% 股份
Quantinno Capital Management LP $71115790 1946777 3.83% 股份
Hood River Capital Management LLC $70308086 1924667 3.78% 股份
STATE STREET CORP $68872243 1880316 3.71% 股份
DEPRINCE RACE & ZOLLO INC $56940394 2160106 3.06% 股份
NEW YORK STATE COMMON RETIREMENT FUND $35778432 979426 1.93% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $30682826 839935 1.65% 股份
SCHMIDT P J INVESTMENT MANAGEMENT INC $29744516 814249 1.60% 股份
GEODE CAPITAL MANAGEMENT, LLC $28760213 787059 1.55% 股份
MILLENNIUM MANAGEMENT LLC $26494917 725292 1.43% 股份
JACOBS LEVY EQUITY MANAGEMENT, INC $25423711 695968 1.37% 股份
Gotham Asset Management, LLC $24942319 682790 1.34% 股份
FMR LLC $20282222 555221 1.09% 股份
BlackRock, Inc. $17389449 476032 0.94% 股份
GOLDMAN SACHS GROUP INC $16806576 460076 0.90% 股份
Bank of New York Mellon Corp $15704795 429915 0.85% 股份
FIRST TRUST ADVISORS LP $14232009 389611 0.77% 股份
D. E. Shaw & Co., Inc. $12760623 349319 0.69% 股份
MORGAN STANLEY $12166852 333064 0.65% 股份
Lighthouse Investment Partners, LLC $12010699 328790 0.65% 股份
ENVESTNET ASSET MANAGEMENT INC $11860088 324667 0.64% 股份
VANGUARD FIDUCIARY TRUST CO $11284300 308905 0.61% 股份
US BANCORP \DE\ $10385588 284303 0.56% 股份
Corient Private Wealth LP $10227965 279985 0.55% 股份
Cubist Systematic Strategies, LLC $10058579 475358 0.54% 股份
CITADEL ADVISORS LLC $9274309 253882 0.50% 股份
Qube Research & Technologies Ltd $9159496 250739 0.49% 股份
PRINCIPAL FINANCIAL GROUP INC $8741666 239301 0.47% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8323068 227842 0.45% 股份
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7752762 212230 0.42% 股份
Edgestream Partners, L.P. $7190054 196826 0.39% 股份
RAYMOND JAMES FINANCIAL INC $7078177 193763 0.38% 股份
Public Sector Pension Investment Board $6245899 170980 0.34% 股份
VICTORY CAPITAL MANAGEMENT INC $6238740 170784 0.34% 股份
OCCUDO QUANTITATIVE STRATEGIES LP $5891741 161285 0.32% 股份
Nuveen, LLC $5740945 157157 0.31% 股份
ExodusPoint Capital Management, LP $5494587 150413 0.30% 股份
BANK OF AMERICA CORP /DE/ $5063058 138600 0.27% 股份
TWO SIGMA ADVISERS, LP $4377450 165000 0.24% 股份
LOS ANGELES CAPITAL MANAGEMENT LLC $4347508 119012 0.23% 股份
Nuveen Asset Management, LLC $4216818 144017 0.23% 股份
TWO SIGMA INVESTMENTS, LP $4139507 113318 0.22% 股份
Associated Banc-Corp $3912143 107094 0.21% 股份
Ceredex Value Advisors LLC $3775376 103350 0.20% 股份
Swiss National Bank $3722407 101900 0.20% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $3643100 99729 0.20% 股份
AMERIPRISE FINANCIAL INC $3643043 99714 0.20% 股份
RHUMBLINE ADVISERS $3586262 98174 0.19% 股份
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $3580853 98025 0.19% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3460414 94728 0.19% 股份
Walleye Capital LLC $3299353 90319 0.18% 股份
RENAISSANCE TECHNOLOGIES LLC $3167151 86700 0.17% 股份
QRG CAPITAL MANAGEMENT, INC. $3111539 85178 0.17% 股份
Campbell & CO Investment Adviser LLC $2894528 79237 0.16% 股份
PEAK6 LLC $2882217 78900 0.16% 买入期权
MERCER GLOBAL ADVISORS INC /ADV $2871336 78602 0.15% 股份
Legal & General Group Plc $2790746 76396 0.15% 股份
INTECH INVESTMENT MANAGEMENT LLC $2687402 73567 0.14% 股份
Orion Porfolio Solutions, LLC $2641880 72321 0.14% 股份
Schonfeld Strategic Advisors LLC $2635893 72157 0.14% 股份
XTX Topco Ltd $2479364 67872 0.13% 股份
SEI INVESTMENTS CO $2417910 66181 0.13% 股份
CAXTON ASSOCIATES LLP $2364550 64729 0.13% 股份
GREAT LAKES ADVISORS, LLC $2358486 64563 0.13% 股份
CITADEL ADVISORS LLC $2239289 61300 0.12% 买入期权
CAPITAL FUND MANAGEMENT S.A. $2197096 60145 0.12% 股份
Holocene Advisors, LP $2158375 59085 0.12% 股份
Caprock Group, LLC $2109718 57579 0.11% 股份
Summit Trail Advisors, LLC $2093206 57301 0.11% 股份
Universal- Beteiligungs- und Servicegesellschaft mbH $2077716 56877 0.11% 股份
Focus Partners Wealth $2069455 56633 0.11% 股份
RITHOLTZ WEALTH MANAGEMENT $1972510 53997 0.11% 股份
VOYA INVESTMENT MANAGEMENT LLC $1896966 51929 0.10% 股份
Y-Intercept (Hong Kong) Ltd $1867962 51135 0.10% 股份
PEAK6 LLC $1852071 50700 0.10% 卖出期权
Cerity Partners LLC $1724812 47216 0.09% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1706072 64722 0.09% 股份
PRUDENTIAL FINANCIAL INC $1686846 46177 0.09% 股份
AXQ CAPITAL, LP $1648416 45125 0.09% 股份
VANGUARD ASSET MANAGEMENT, Ltd $1514863 41469 0.08% 股份
JONES FINANCIAL COMPANIES LLLP $1483503 40879 0.08% 股份
New Age Alpha Advisors, LLC $1464926 40102 0.08% 股份
MML INVESTORS SERVICES, LLC $1423293 38962 0.08% 股份
OPPENHEIMER & CO INC $1408926 38569 0.08% 股份
Orion Portfolio Solutions, LLC $1376141 60225 0.07% 股份
MARTINGALE ASSET MANAGEMENT L P $1357419 37159 0.07% 股份
LPL Financial LLC $1216923 33313 0.07% 股份
Inscription Capital, LLC $1150257 31488 0.06% 股份
Sagewood Asset Management LP $1142403 31273 0.06% 股份
Fulcrum Asset Management LLP $1129956 30672 0.06% 股份
JANE STREET GROUP, LLC $1073982 29400 0.06% 买入期权
Balyasny Asset Management L.P. $1051553 28786 0.06% 股份
Unison Advisors LLC $1035640 28273 0.06% 股份
Aaron Wealth Advisors LLC $1027625 28131 0.06% 股份

公司内部人士 23 位内幕人士 · 7 位高管 · 7 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
James Scott Filter President & CEO 2026年7月1日 A 205926 0 0 $0
Christopher B Lofgren CEO & President 2017年4月5日 A 2197420 0 0 $0
Lori A. Lutey EVP & CFO 2017年4月5日 A 660996 0 0 $0
Thomas G Jackson EVP - General Counsel 2026年6月10日 M 77174 0 1 $-753068
Shaleen Devgun EVP-Chief Innovation, Tech 2026年6月8日 M 38619 0 1 $-322339
Steven J. Matheys Chief Admin Officer 2017年4月5日 A 878514 0 0 $0
Paul J. Kardish EVP & General Counsel 2017年4月5日 A 307432 0 0 $0
James R Giertz 董事 2026年7月10日 A 67225 0 0 $0
Paul J. Schneider 董事 2026年6月24日 G 433719 0 0 $0
Robert M Knight JR 董事 2026年4月30日 A 46275 0 0 $0
James L Welch 董事 2026年4月30日 A 57703 0 0 $0
Kathleen M. Zimmermann 董事 2026年1月14日 G 620594 0 0 $0
Mary P. Deprey 董事 2026年1月14日 G 609078 0 0 $0
Koller Therese A. 10% 所有者 2026年1月14日 G 1821861 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider 10% 所有者 2020年2月17日 G 1282410 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann 10% 所有者 2019年1月17日 G 2361185 0 0 $0
Donald J. Schneider Children's Trust #2 10% 所有者 2017年4月11日 J 0 0 $0
Thomas J Schneider 10% 所有者 2017年4月11日 J 1449320 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Thomas J. Schneider 10% 所有者 2017年4月5日 S 1365410 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Therese A. Koller 10% 所有者 2017年4月5日 S 2945410 0 0 $0
Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey 10% 所有者 2017年4月5日 S 723190 0 0 $0
Mark B. Rourke 2026年8月4日 M 221522 0 4 $-2608152
John A Swainson 2026年4月30日 A 52231 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 9 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
Schneider Paul J., Donald J. Schneider Childrens Trust #2 f/b/o Paul J. Schneider, Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider ×3 申报 2026年2月3日 16.80% 修订 SEC
Zimmermann Kathleen M., Donald J. Schneider Childrens Trust #2 f/b/o Kathleen M. Zimmermann, Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann ×3 申报 2026年2月3日 18.10% 修订 SEC
Koller Therese A., Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller, Donald J. Schneider 2000 Trust f/b/o Therese A. Koller ×3 申报 2026年2月3日 19.90% 修订 SEC
DePrey Mary P., Donald J. Schneider Children's Trust #2 f/b/o Mary P. DePrey, Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey ×3 申报 2026年2月3日 17.50% 修订 SEC
Donald J. Schneider Childrens Trust #2 f/b/o Mary P. DePrey 2), Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey 2), Mary P. DePrey 2) ×6 申报 2023年2月13日 初始申报 SEC
Donald J. Schneider Childrens Trust #2 f/b/o Paul J. Schneider 2), Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider 2), Paul J. Schneider 2) ×6 申报 2023年2月10日 初始申报 SEC
Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller 2), Donald J. Schneider 2000 Trust f/b/o Therese A. Koller 2), Therese A. Koller 2) ×7 申报 2023年2月10日 初始申报 SEC
Donald J. Schneider Childrens Trust #2 f/b/o Kathleen M. Zimmermann 2), Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann 2), Kathleen M. Zimmermann 2) ×7 申报 2023年2月10日 初始申报 SEC
Donald J. Schneider Childrens Trust #2 f/b/o Thomas J. Schneider 2), Donald J. Schneider 2000 Trust f/b/o Thomas J. Schneider 2), Thomas J. Schneider 2) 2017年4月21日 初始申报 被动投资 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 79 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
EPSV · Harbor ETF Trust 1.37% 2201 NS 2026年4月30日 N-PORT
EPMV · Harbor ETF Trust 1.22% 1740 NS 2026年4月30日 N-PORT
FXR · First Trust Exchange-Traded Alpha... 1.01% 226752 NS 2026年4月30日 N-PORT
PSCI · Invesco Exchange-Traded Fund Trus... 0.53% 29006 SH 2026年8月8日 每日
FYT · First Trust Exchange-Traded Alpha... 0.41% 24404 NS 2026年4月30日 N-PORT
ROSC · Lattice Strategies Trust 0.36% 6432 NS 2026年4月30日 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0.35% 30089 SH 2026年8月8日 每日
RWJ · Invesco Exchange-Traded Fund Trus... 0.34% 198081 SH 2026年8月8日 每日
FYX · First Trust Exchange-Traded Alpha... 0.27% 105350 NS 2026年4月30日 N-PORT
SMMV · iShares Trust 0.27% 22221 SH 2026年8月8日 每日
AVUV · AMERICAN CENTURY ETF TRUST 0.22% 1700488 NS 2026年5月31日 N-PORT
IYT · iShares Trust 0.22% 139699 SH 2026年8月8日 每日
DFSV · Dimensional ETF Trust 0.21% 515992 NS 2026年4月30日 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.19% 105526 SH 2026年8月8日 每日
IJS · iShares Trust 0.19% 442479 SH 2026年8月8日 每日
PRFZ · Invesco Exchange-Traded Fund Trust 0.16% 130732 SH 2026年8月8日 每日
TPOR · Direxion Shares ETF Trust 0.16% 915 NS 2026年4月30日 N-PORT
DFAT · Dimensional ETF Trust 0.14% 604692 NS 2026年4月30日 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.13% 339048 NS 2026年5月31日 N-PORT
SHPP · Pacer Funds Trust 0.13% 86 NS 2026年4月30日 N-PORT
XJR · iShares Trust 0.11% 5893 SH 2026年8月8日 每日
QVMS · Invesco Exchange-Traded Fund Trus... 0.11% 7584 SH 2026年8月8日 每日
VIOO · VANGUARD ADMIRAL FUNDS 0.10% 174053 SH 2026年8月8日 每日
IJR · iShares Trust 0.10% 3035763 SH 2026年8月8日 每日
JVAL · J.P. Morgan Exchange-Traded Fund ... 0.09% 21350 NS 2026年4月30日 N-PORT
FAB · First Trust Exchange-Traded Alpha... 0.08% 3772 NS 2026年4月30日 N-PORT
SAA · ProShares Trust 0.08% 597 NS 2026年5月31日 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.07% 56702 NS 2026年4月30日 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.07% 17490 NS 2026年4月30日 N-PORT
ESML · iShares Trust 0.06% 53173 SH 2026年8月8日 每日
DFAS · Dimensional ETF Trust 0.06% 289331 NS 2026年4月30日 N-PORT
NUSC · Nushares ETF Trust 0.06% 23440 NS 2026年4月30日 N-PORT
BKSE · BNY Mellon ETF Trust 0.05% 1366 NS 2026年4月30日 N-PORT
ISCG · iShares Trust 0.05% 14690 SH 2026年8月8日 每日
EQAL · Invesco Exchange-Traded Fund Trus... 0.04% 9843 SH 2026年8月8日 每日
AVSC · AMERICAN CENTURY ETF TRUST 0.04% 31730 NS 2026年5月31日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.04% 238786 NS 2026年5月31日 N-PORT
VBR · VANGUARD INDEX FUNDS 0.03% 603862 SH 2026年8月8日 每日
ISCB · iShares Trust 0.03% 2153 SH 2026年8月8日 每日
FIDU · FIDELITY COVINGTON TRUST 0.02% 16374 NS 2026年4月30日 N-PORT
SMMD · iShares Trust 0.02% 25658 SH 2026年8月8日 每日
IYJ · iShares Trust 0.02% 11642 SH 2026年8月8日 每日
VXF · VANGUARD INDEX FUNDS 0.02% 571080 SH 2026年8月8日 每日
VB · VANGUARD INDEX FUNDS 0.02% 952582 SH 2026年8月8日 每日
VFMF · VANGUARD WELLINGTON FUND 0.02% 3779 SH 2026年8月8日 每日
VIS · VANGUARD WORLD FUND 0.02% 61740 SH 2026年8月8日 每日
DEUS · DBX ETF Trust 0.02% 1522 NS 2026年5月29日 N-PORT
IWS · iShares Trust 0.02% 77345 SH 2026年8月8日 每日
WSML · iShares Trust 0.02% 3287 SH 2026年8月8日 每日
DXUV · Dimensional ETF Trust 0.02% 2040 NS 2026年4月30日 N-PORT