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AssetMark Financial (AMK) Institutional Ownership

-0.04 (-0.12%)
(As of 05/22/2024 ET)

Institutional Ownership Changes (13F Filings) for AssetMark Financial (NYSE:AMK)

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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AMK Institutional Buying and Selling by Quarter

AssetMark Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System25,578$906K0.0%-4.4%0.034%
5/16/2024 Janus Henderson Group PLC726,449$25.72M0.0%-1.2%0.976%
5/15/2024 Price T Rowe Associates Inc. MD6,278$223K0.0%N/A0.008%
5/15/2024 Quadrature Capital Ltd12,790$452K0.0%+57.3%0.017%
5/14/2024 Capital World Investors1,311,713$46.45M0.0%-18.6%1.763%
5/11/2024 Covestor Ltd775$27K0.0%-43.2%0.001%
5/10/2024 Acadian Asset Management LLC2,584$91K0.0%+6,360.0%0.003%
5/10/2024 Vanguard Group Inc.2,140,031$75.78M0.0%+1.1%2.876%
5/9/2024 Blair William & Co. IL334,035$11.83M0.0%+3.6%0.449%
5/7/2024 Sei Investments Co.45,694$1.62M0.0%-17.8%0.061%
5/7/2024Susquehanna Fundamental Investments LLC12,696$450K0.0%N/A0.017%
5/7/2024 Horizon Investment Services LLC8,505$301K0.1%N/A0.011%
5/7/2024 SG Americas Securities LLC4,903$174K0.0%-12.9%0.007%
5/2/2024 Jennison Associates LLC1,874,673$66.38M0.0%+1.1%2.520%
4/29/2024 Principal Financial Group Inc.12,646$448K0.0%+45.9%0.017%
4/18/2024 Allspring Global Investments Holdings LLC21,188$750K0.0%-38.3%0.028%
4/16/2024 Hodges Capital Management Inc.60,000$2.12M0.1%N/A0.081%
4/5/2024 Los Angeles Capital Management LLC37,909$1.34M0.0%-50.4%0.051%
3/25/2024 Quadrature Capital Ltd8,130$243K0.0%-23.1%0.011%
2/29/2024 TT International Asset Management LTD10,206$305K0.0%N/A0.014%
2/14/2024 Azora Capital LP465,355$13.94M1.2%+32.8%0.627%
2/13/2024 Campbell & CO Investment Adviser LLC22,565$676K0.1%+70.8%0.030%
2/9/2024 Quest Partners LLC18,613$557K0.1%N/A0.025%
2/9/2024 Trexquant Investment LP10,969$329K0.0%N/A0.015%
2/9/2024 Dynamic Technology Lab Private Ltd7,689$230K0.0%N/A0.010%
2/7/2024 Dimensional Fund Advisors LP943,396$28.26M0.0%+11.7%1.270%
2/7/2024 Jump Financial LLC14,894$446K0.0%+13.6%0.020%
2/7/2024 Teacher Retirement System of Texas29,010$869K0.0%-21.2%0.039%
2/6/2024 Charles Schwab Investment Management Inc.171,489$5.14M0.0%+1.3%0.231%
2/6/2024 One Charles Private Wealth Services LLC41,390$1.24M0.7%N/A0.056%
2/6/2024 Swiss National Bank51,300$1.54M0.0%-9.8%0.069%
2/5/2024 Victory Capital Management Inc.14,614$438K0.0%+54.8%0.020%
2/1/2024 New York State Common Retirement Fund24,931$747K0.0%-8.1%0.034%
2/1/2024 Jennison Associates LLC1,853,384$55.51M0.0%+7.8%2.496%
1/31/2024 Federated Hermes Inc.13,975$419K0.0%+2.8%0.019%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank8,027$240K0.0%+13.0%0.011%
1/30/2024 Strs Ohio22,400$670K0.0%-3.9%0.030%
1/30/2024 Phocas Financial Corp.108,464$3.25M0.4%N/A0.146%
1/25/2024 Allspring Global Investments Holdings LLC34,329$1.03M0.0%-22.7%0.046%
1/24/2024 Arizona State Retirement System7,266$218K0.0%N/A0.010%
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1/12/2024 SG Americas Securities LLC5,627$169K0.0%N/A0.008%
12/18/2023 Vanguard Group Inc.2,085,366$52.30M0.0%+1.2%2.808%
12/6/2023 Citigroup Inc.1,969$49K0.0%-79.6%0.003%
11/15/2023 Adage Capital Partners GP L.L.C.787,960$19.76M0.0%+14.8%1.061%
11/14/2023 Quadrature Capital Ltd10,579$265K0.0%+46.6%0.014%
11/13/2023 Mcmorgan & Co. LLC128,863$3.23M0.6%+19.3%0.174%
11/13/2023 Algert Global LLC106,460$2.67M0.1%-5.2%0.143%
11/13/2023 Hsbc Holdings PLC9,166$231K0.0%N/A0.012%
11/13/2023 FMR LLC105,898$2.66M0.0%+10.3%0.143%
11/13/2023Aviva PLC22,352$561K0.0%-54.6%0.030%
11/9/2023 Blair William & Co. IL274,157$6.88M0.0%-15.5%0.369%
11/8/2023 Campbell & CO Investment Adviser LLC13,211$331K0.0%-38.6%0.018%
11/8/2023 Charles Schwab Investment Management Inc.169,337$4.25M0.0%+4.9%0.228%
11/8/2023 Swiss National Bank56,900$1.43M0.0%+1.1%0.077%
11/8/2023 New York Life Investment Management LLC11,321$284K0.0%-13.7%0.015%
11/7/2023 Quantbot Technologies LP3,240$81K0.0%N/A0.004%
11/7/2023 Barclays PLC23,040$578K0.0%+18.9%0.031%
11/7/2023 Jump Financial LLC13,111$329K0.0%-38.5%0.018%
11/6/2023 Versor Investments LP13,100$329K0.1%N/A0.018%
11/6/2023 Los Angeles Capital Management LLC76,454$1.92M0.0%-4.2%0.103%
11/6/2023 Victory Capital Management Inc.9,441$237K0.0%N/A0.013%
11/3/2023 Lmcg Investments LLC36,487$915K0.1%N/A0.049%
10/31/2023 Teacher Retirement System of Texas36,821$923K0.0%-15.5%0.050%
10/31/2023 Jennison Associates LLC1,719,808$43.13M0.0%+12.5%2.316%
10/27/2023 Allspring Global Investments Holdings LLC44,437$1.11M0.0%-27.7%0.060%
10/26/2023 Mirae Asset Global Investments Co. Ltd.11,851$297K0.0%+6.1%0.016%
10/26/2023 Strs Ohio23,300$584K0.0%+5.9%0.031%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank7,102$178K0.0%+40.8%0.010%
10/24/2023 Bank of New York Mellon Corp104,790$2.63M0.0%+2.1%0.141%
10/13/2023 Seneca House Advisors246,860$6.15M3.2%+7.1%0.332%
8/24/2023 Alberta Investment Management Corp18,555$550K0.0%N/A0.025%
8/22/2023Virginia Retirement Systems ET AL52,541$1.56M0.0%N/A0.071%
8/14/2023 Mcmorgan & Co. LLC108,026$3.20M0.6%+37.9%0.145%
8/14/2023 West Tower Group LLC2,075$62K0.0%N/A0.003%
8/14/2023 Cerity Partners LLC605,481$17.96M0.1%-8.1%0.815%
8/11/2023 Panagora Asset Management Inc.24,079$714K0.0%-54.2%0.032%
8/11/2023 Campbell & CO Investment Adviser LLC21,513$638K0.1%N/A0.029%
8/11/2023 Capital World Investors1,562,500$46.34M0.0%+3.2%2.104%
8/11/2023 Covestor Ltd2,538$75K0.1%+22,972.7%0.003%
8/11/2023 JPMorgan Chase & Co.2,924,875$86.75M0.0%+5.5%3.939%
8/11/2023 ExodusPoint Capital Management LP10,952$325K0.0%-41.1%0.015%
8/7/2023 Acadian Asset Management LLC9,023$266K0.0%-33.5%0.012%
8/7/2023 New York Life Investment Management LLC13,119$389K0.0%-13.3%0.018%
8/3/2023 Los Angeles Capital Management LLC79,832$2.37M0.0%+14.6%0.108%
8/3/2023 Jennison Associates LLC1,528,327$45.33M0.0%+60.1%2.068%
8/3/2023 Bank of New York Mellon Corp102,605$3.04M0.0%-4.1%0.139%
8/1/2023 Arizona State Retirement System7,265$215K0.0%+13.2%0.010%
7/31/2023 Strs Ohio22,000$652K0.0%+7.8%0.030%
7/24/2023 Allspring Global Investments Holdings LLC61,443$1.82M0.0%N/A0.083%
7/20/2023 Seneca House Advisors230,500$6.84M3.4%-3.8%0.312%
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7/19/2023 Teacher Retirement System of Texas43,594$1.29M0.0%+35.6%0.059%
7/19/2023 Summit Global Investments8,400$249K0.0%-83.1%0.011%
7/18/2023 Allspring Global Investments Holdings LLC61,443$1.82M0.0%N/A0.083%
7/13/2023 Phocas Financial Corp.106,642$3.16M0.4%N/A0.144%
7/6/2023 Livforsakringsbolaget Skandia Omsesidigt8,100$240K0.0%N/A0.011%
5/15/2023HBK Investments L P13,457$423K0.0%N/A0.018%
5/12/2023 NewEdge Advisors LLC46,446$1.46M0.0%+3.3%0.063%
5/12/2023 Dark Forest Capital Management LP6,639$209K0.1%N/A0.009%
5/12/2023 Blair William & Co. IL347,725$10.94M0.0%+203.9%0.470%
5/12/2023 Panagora Asset Management Inc.52,600$1.65M0.0%+1.9%0.071%
(Data available from 1/1/2016 forward)

AMK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AMK shares?

During the previous two years, 80 institutional investors and hedge funds held shares of AssetMark Financial. The most heavily invested institutionals were JPMorgan Chase & Co. ($86.75M), Vanguard Group Inc. ($75.78M), Jennison Associates LLC ($66.38M), Capital World Investors ($46.45M), Dimensional Fund Advisors LP ($28.26M), Janus Henderson Group PLC ($25.72M), and Mercer Global Advisors Inc. ADV ($24.54M).Learn more on AMK's institutional investors.

What percentage of AssetMark Financial stock is owned by institutional investors?

28.64% of AssetMark Financial stock is owned by institutional investors. Learn more on AMK's institutional investor holdings.

Which institutional investors have been buying AssetMark Financial stock?

Of the 75 institutional investors that purchased AssetMark Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($1.04M), Cerity Partners LLC ($659.03K), Blair William & Co. IL ($359.27K), Seneca House Advisors ($255.86K), Phocas Financial Corp. ($215.11K), JPMorgan Chase & Co. ($151.94K), and Allspring Global Investments Holdings LLC ($122.89K).

How much institutional buying is happening at AssetMark Financial?

Institutional investors have bought a total of 4,249,011 shares in the last 24 months. This purchase volume represents approximately $122.29M in transactions.

Which AssetMark Financial major shareholders have been selling company stock?

Of the 34 institutional investors that sold AssetMark Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($300K), JPMorgan Chase & Co. ($142.76K), Mercer Global Advisors Inc. ADV ($100.25K), Los Angeles Capital Management LLC ($94.47K), Cerity Partners LLC ($53.55K), Blair William & Co. IL ($50.23K), and Summit Global Investments ($43.44K).

How much institutional selling is happening at AssetMark Financial?

Institutional investors have sold a total of 1,043,501 shares in the last 24 months. This volume of shares sold represents approximately $29.97M in transactions.

This page (NYSE:AMK) was last updated on 5/23/2024 by Staff

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