AssetMark Financial (AMK) Institutional Ownership

$34.61

+0.06 (+0.17%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 28.64%
Number of Institutional Buyers (last 12 months): 46
Total Institutional Inflows (last 12 months): $64.52M

Number of Institutional Sellers (last 12 months): 26
Total Institutional Outflows (last 12 months): $20.87M

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AMK Institutional Buying and Selling by Quarter

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AssetMark Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	126,203	$4.36M	0.0%	+11.5%	0.170%
7/12/2024	SG Americas Securities LLC	84,035	$2.90M	0.0%	+1,614.0%	0.113%
7/9/2024	Harbor Capital Advisors Inc.	6,715	$232K	0.0%	-63.4%	0.009%
5/16/2024	California State Teachers Retirement System	25,578	$906K	0.0%	-4.4%	0.034%
5/16/2024	Janus Henderson Group PLC	726,449	$25.72M	0.0%	-1.2%	0.976%
5/15/2024	Price T Rowe Associates Inc. MD	6,278	$223K	0.0%	N/A	0.008%
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5/15/2024	Quadrature Capital Ltd	12,790	$452K	0.0%	+57.3%	0.017%
5/14/2024	Capital World Investors	1,311,713	$46.45M	0.0%	-18.6%	1.763%
5/11/2024	Covestor Ltd	775	$27K	0.0%	-43.2%	0.001%
5/10/2024	Acadian Asset Management LLC	2,584	$91K	0.0%	+6,360.0%	0.003%
5/10/2024	Vanguard Group Inc.	2,140,031	$75.78M	0.0%	+1.1%	2.876%
5/9/2024	Blair William & Co. IL	334,035	$11.83M	0.0%	+3.6%	0.449%
5/7/2024	Sei Investments Co.	45,694	$1.62M	0.0%	-17.8%	0.061%
5/7/2024	Susquehanna Fundamental Investments LLC	12,696	$450K	0.0%	N/A	0.017%
5/7/2024	Horizon Investment Services LLC	8,505	$301K	0.1%	N/A	0.011%
5/7/2024	SG Americas Securities LLC	4,903	$174K	0.0%	-12.9%	0.007%
5/2/2024	Jennison Associates LLC	1,874,673	$66.38M	0.0%	+1.1%	2.520%
4/29/2024	Principal Financial Group Inc.	12,646	$448K	0.0%	+45.9%	0.017%
4/18/2024	Allspring Global Investments Holdings LLC	21,188	$750K	0.0%	-38.3%	0.028%
4/16/2024	Hodges Capital Management Inc.	60,000	$2.12M	0.1%	N/A	0.081%
4/5/2024	Los Angeles Capital Management LLC	37,909	$1.34M	0.0%	-50.4%	0.051%
3/25/2024	Quadrature Capital Ltd	8,130	$243K	0.0%	-23.1%	0.011%
2/29/2024	TT International Asset Management LTD	10,206	$305K	0.0%	N/A	0.014%
2/14/2024	Azora Capital LP	465,355	$13.94M	1.2%	+32.8%	0.627%
2/13/2024	Campbell & CO Investment Adviser LLC	22,565	$676K	0.1%	+70.8%	0.030%
2/9/2024	Quest Partners LLC	18,613	$557K	0.1%	N/A	0.025%
2/9/2024	Trexquant Investment LP	10,969	$329K	0.0%	N/A	0.015%
2/9/2024	Dynamic Technology Lab Private Ltd	7,689	$230K	0.0%	N/A	0.010%
2/7/2024	Dimensional Fund Advisors LP	943,396	$28.26M	0.0%	+11.7%	1.270%
2/7/2024	Jump Financial LLC	14,894	$446K	0.0%	+13.6%	0.020%
2/7/2024	Teacher Retirement System of Texas	29,010	$869K	0.0%	-21.2%	0.039%
2/6/2024	Charles Schwab Investment Management Inc.	171,489	$5.14M	0.0%	+1.3%	0.231%
2/6/2024	One Charles Private Wealth Services LLC	41,390	$1.24M	0.7%	N/A	0.056%
2/6/2024	Swiss National Bank	51,300	$1.54M	0.0%	-9.8%	0.069%
2/5/2024	Victory Capital Management Inc.	14,614	$438K	0.0%	+54.8%	0.020%
2/1/2024	New York State Common Retirement Fund	24,931	$747K	0.0%	-8.1%	0.034%
2/1/2024	Jennison Associates LLC	1,853,384	$55.51M	0.0%	+7.8%	2.496%
1/31/2024	Federated Hermes Inc.	13,975	$419K	0.0%	+2.8%	0.019%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	8,027	$240K	0.0%	+13.0%	0.011%
1/30/2024	Strs Ohio	22,400	$670K	0.0%	-3.9%	0.030%
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1/30/2024	Phocas Financial Corp.	108,464	$3.25M	0.4%	N/A	0.146%
1/25/2024	Allspring Global Investments Holdings LLC	34,329	$1.03M	0.0%	-22.7%	0.046%
1/24/2024	Arizona State Retirement System	7,266	$218K	0.0%	N/A	0.010%
1/12/2024	SG Americas Securities LLC	5,627	$169K	0.0%	N/A	0.008%
12/18/2023	Vanguard Group Inc.	2,085,366	$52.30M	0.0%	+1.2%	2.808%
12/6/2023	Citigroup Inc.	1,969	$49K	0.0%	-79.6%	0.003%
11/15/2023	Adage Capital Partners GP L.L.C.	787,960	$19.76M	0.0%	+14.8%	1.061%
11/14/2023	Quadrature Capital Ltd	10,579	$265K	0.0%	+46.6%	0.014%
11/13/2023	Mcmorgan & Co. LLC	128,863	$3.23M	0.6%	+19.3%	0.174%
11/13/2023	Algert Global LLC	106,460	$2.67M	0.1%	-5.2%	0.143%
11/13/2023	Hsbc Holdings PLC	9,166	$231K	0.0%	N/A	0.012%
11/13/2023	FMR LLC	105,898	$2.66M	0.0%	+10.3%	0.143%
11/13/2023	Aviva PLC	22,352	$561K	0.0%	-54.6%	0.030%
11/9/2023	Blair William & Co. IL	274,157	$6.88M	0.0%	-15.5%	0.369%
11/8/2023	Campbell & CO Investment Adviser LLC	13,211	$331K	0.0%	-38.6%	0.018%
11/8/2023	Charles Schwab Investment Management Inc.	169,337	$4.25M	0.0%	+4.9%	0.228%
11/8/2023	Swiss National Bank	56,900	$1.43M	0.0%	+1.1%	0.077%
11/8/2023	New York Life Investment Management LLC	11,321	$284K	0.0%	-13.7%	0.015%
11/7/2023	Quantbot Technologies LP	3,240	$81K	0.0%	N/A	0.004%
11/7/2023	Barclays PLC	23,040	$578K	0.0%	+18.9%	0.031%
11/7/2023	Jump Financial LLC	13,111	$329K	0.0%	-38.5%	0.018%
11/6/2023	Versor Investments LP	13,100	$329K	0.1%	N/A	0.018%
11/6/2023	Los Angeles Capital Management LLC	76,454	$1.92M	0.0%	-4.2%	0.103%
11/6/2023	Victory Capital Management Inc.	9,441	$237K	0.0%	N/A	0.013%
11/3/2023	Lmcg Investments LLC	36,487	$915K	0.1%	N/A	0.049%
10/31/2023	Teacher Retirement System of Texas	36,821	$923K	0.0%	-15.5%	0.050%
10/31/2023	Jennison Associates LLC	1,719,808	$43.13M	0.0%	+12.5%	2.316%
10/27/2023	Allspring Global Investments Holdings LLC	44,437	$1.11M	0.0%	-27.7%	0.060%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	11,851	$297K	0.0%	+6.1%	0.016%
10/26/2023	Strs Ohio	23,300	$584K	0.0%	+5.9%	0.031%
10/25/2023	Zurcher Kantonalbank Zurich Cantonalbank	7,102	$178K	0.0%	+40.8%	0.010%
10/24/2023	Bank of New York Mellon Corp	104,790	$2.63M	0.0%	+2.1%	0.141%
10/13/2023	Seneca House Advisors	246,860	$6.15M	3.2%	+7.1%	0.332%
8/24/2023	Alberta Investment Management Corp	18,555	$550K	0.0%	N/A	0.025%
8/22/2023	Virginia Retirement Systems ET AL	52,541	$1.56M	0.0%	N/A	0.071%
8/14/2023	Mcmorgan & Co. LLC	108,026	$3.20M	0.6%	+37.9%	0.145%
8/14/2023	West Tower Group LLC	2,075	$62K	0.0%	N/A	0.003%
8/14/2023	Cerity Partners LLC	605,481	$17.96M	0.1%	-8.1%	0.815%
8/11/2023	Panagora Asset Management Inc.	24,079	$714K	0.0%	-54.2%	0.032%
8/11/2023	Campbell & CO Investment Adviser LLC	21,513	$638K	0.1%	N/A	0.029%
8/11/2023	Capital World Investors	1,562,500	$46.34M	0.0%	+3.2%	2.104%
8/11/2023	Covestor Ltd	2,538	$75K	0.1%	+22,972.7%	0.003%
8/11/2023	JPMorgan Chase & Co.	2,924,875	$86.75M	0.0%	+5.5%	3.939%
8/11/2023	ExodusPoint Capital Management LP	10,952	$325K	0.0%	-41.1%	0.015%
8/7/2023	Acadian Asset Management LLC	9,023	$266K	0.0%	-33.5%	0.012%
8/7/2023	New York Life Investment Management LLC	13,119	$389K	0.0%	-13.3%	0.018%
8/3/2023	Los Angeles Capital Management LLC	79,832	$2.37M	0.0%	+14.6%	0.108%
8/3/2023	Jennison Associates LLC	1,528,327	$45.33M	0.0%	+60.1%	2.068%
8/3/2023	Bank of New York Mellon Corp	102,605	$3.04M	0.0%	-4.1%	0.139%
8/1/2023	Arizona State Retirement System	7,265	$215K	0.0%	+13.2%	0.010%
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7/31/2023	Strs Ohio	22,000	$652K	0.0%	+7.8%	0.030%
7/24/2023	Allspring Global Investments Holdings LLC	61,443	$1.82M	0.0%	N/A	0.083%
7/20/2023	Seneca House Advisors	230,500	$6.84M	3.4%	-3.8%	0.312%
7/19/2023	Teacher Retirement System of Texas	43,594	$1.29M	0.0%	+35.6%	0.059%
7/19/2023	Summit Global Investments	8,400	$249K	0.0%	-83.1%	0.011%
7/18/2023	Allspring Global Investments Holdings LLC	61,443	$1.82M	0.0%	N/A	0.083%
7/13/2023	Phocas Financial Corp.	106,642	$3.16M	0.4%	N/A	0.144%
7/6/2023	Livforsakringsbolaget Skandia Omsesidigt	8,100	$240K	0.0%	N/A	0.011%
5/15/2023	HBK Investments L P	13,457	$423K	0.0%	N/A	0.018%
5/12/2023	NewEdge Advisors LLC	46,446	$1.46M	0.0%	+3.3%	0.063%

(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, 81 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 74 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 4,338,922 shares in the last 24 months. This purchase volume represents approximately $125.42M in transactions.
Which AssetMark Financial major shareholders have been selling company stock?: Of the 35 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 1,055,135 shares in the last 24 months. This volume of shares sold represents approximately $30.37M in transactions.