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BrightSphere Investment Group Ownership | Who Owns BrightSphere Investment Group?

OverviewForecastRevenueFinancialsChartTranscripts

BrightSphere Investment Group Ownership Summary

BrightSphere Investment Group is owned by 29.48% institutional investors, 1.13% insiders, and 69.40% retail investors. Paulson is the largest institutional shareholder, holding 24.12% of BSIG shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.83% of its assets in BrightSphere Investment Group shares.

BSIG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBrightSphere Investment Group29.48%1.13%69.40%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Paulson8.95M24.12%$235.75M
Blackrock funding, inc. /de5.52M14.87%$145.30M
Blackrock5.15M13.19%$114.25M
Vanguard group2.30M6.21%$60.71M
Empyrean capital partners, lp1.88M5.07%$49.54M
Azora capital lp1.57M4.22%$41.24M
State street1.27M3.44%$33.57M
William blair investment management1.19M3.22%$31.42M
Jennison associates1.18M3.19%$31.16M
Dimensional fund advisors lp1.11M3.00%$29.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Paulson8.95M14.27%$235.75M
Empyrean capital partners, lp1.88M2.26%$49.54M
Azora capital lp1.57M1.85%$41.24M
Ejf capital98.12K1.77%$2.58M
Kestrel investment management68.28K0.99%$1.80M
North reef capital management lp525.00K0.62%$13.83M
Summerhaven investment management34.28K0.56%$903.01K
Systematic alpha investments370.11K0.36%$9.75M
Horizon investment services15.64K0.18%$411.96K
Dgs capital management24.80K0.16%$653.13K

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de5.52M0.00%429.44K
Ubs group381.88K0.00%329.61K
Federated hermes308.94K0.02%273.57K
Jennison associates1.18M0.02%214.03K
Qube research200.30K0.01%200.30K

Top Sellers

HolderShares% AssetsChange
North reef capital management lp525.00K0.62%-554.33K
Azora capital lp1.57M1.85%-462.49K
Blackrock5.15M0.00%-331.01K
Eagle asset management---251.00K
Denali advisors---160.00K

New Positions

HolderShares% AssetsChangeValue
Qube research200.30K0.01%200.30K$5.28M
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main138.82K0.00%138.82K$3.66M
Norges bank125.26K0.00%125.26K$2.78M
Susquehanna fundamental investments57.79K0.02%57.79K$1.52M
Lpl financial29.00K0.00%29.00K$642.97K

Sold Out

HolderChange
Mendota financial group-2.00
Nelson, van denburg & campbell wealth management group-7.00
Innealta capital-20.00
Quarry lp-117.00
Capital performance advisors llp-141.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202466-61.85%10,935,256-70.56%290.29%29-56.06%19-75.00%
Sep 30, 20241713.64%37,111,084-2.42%1001.06%64-11.11%7624.59%
Jun 30, 2024163-3.55%38,030,037-2.35%971.11%71-2.74%61-1.61%
Mar 31, 2024169-2.31%38,943,644-5.14%930.96%73-23.16%6212.73%
Dec 31, 20231735.49%41,055,0190.70%981.02%9528.38%55-12.70%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF1.80M4.83%-
Impax Small Cap Institutional1.00M2.68%-78.82K
Impax US Small Cap Strategy Composite1.00M2.68%-78.82K
Vanguard Total Stock Mkt Idx Inv885.02K2.37%5.15K
iShares Russell 2000 ETF780.84K2.09%-5.95K
William Blair Small Cap Value I460.22K1.23%32.35K
CREF Stock R1428.01K1.15%-
Vanguard Institutional Extnd Mkt Idx Tr413.81K1.11%160.00
JENNISON SMALL/MID CAP EQUITY 3280.06K0.75%60.72K
Fidelity Small Cap Index277.73K0.74%3.10K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 11, 2024Hart Richard Jonathan Chief Legal OfficerSell$2.00M
Feb 14, 2024Rana Suren President and CEOSell$2.28M
Feb 16, 2022Hart Richard Jonathan Chief Legal OfficerSell$7.40K
Feb 15, 2022Hart Richard Jonathan Chief Legal OfficerSell$36.64K
Feb 16, 2022Hart Richard Jonathan Chief Legal OfficerSell$14.74K

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q3--
2024 Q2--
2024 Q1-1
2023 Q2--

BSIG Ownership FAQ

Who Owns BrightSphere Investment Group?

BrightSphere Investment Group shareholders are primarily institutional investors at 29.48%, followed by 1.13% insiders and 69.39% retail investors. The average institutional ownership in BrightSphere Investment Group's industry, Asset Management Stocks, is 33.12%, which BrightSphere Investment Group falls below.

Who owns the most shares of BrightSphere Investment Group?

BrightSphere Investment Group’s largest shareholders are Paulson (8.95M shares, 24.12%), Blackrock funding, inc. /de (5.52M shares, 14.87%), and Blackrock (5.15M shares, 13.19%). Together, they hold 52.19% of BrightSphere Investment Group’s total shares outstanding.

Does Blackrock own BrightSphere Investment Group?

Yes, BlackRock owns 13.19% of BrightSphere Investment Group, totaling 5.15M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 114.25M$. In the last quarter, BlackRock decreased its holdings by -331K shares, a -6.04% change.

Who is BrightSphere Investment Group’s biggest shareholder by percentage of total assets invested?

Paulson is BrightSphere Investment Group’s biggest shareholder by percentage of total assets invested, with 14.27% of its assets in 8.95M BrightSphere Investment Group shares, valued at 235.75M$.

Who is the top mutual fund holder of BrightSphere Investment Group shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of BrightSphere Investment Group shares, with 4.83% of its total shares outstanding invested in 1.8M BrightSphere Investment Group shares.

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