SelectQuote Ownership | Who Owns SelectQuote?
SelectQuote Ownership Summary
SelectQuote is owned by 37.95% institutional investors, 10.43% insiders, and 51.62% retail investors. Blackrock is the largest institutional shareholder, holding 5.93% of SLQT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.37% of its assets in SelectQuote shares.
SLQT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SelectQuote | 37.95% | 10.43% | 51.62% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Insurance Brokers Stocks | 46.62% | 13.67% | 39.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.03M | 5.93% | $27.67M |
| Abrams bison investments | 7.91M | 4.68% | $21.83M |
| Vanguard group | 6.97M | 4.13% | $19.25M |
| Mariner | 6.21M | 3.67% | $17.13M |
| Geode capital management | 3.04M | 1.80% | $8.39M |
| State street | 2.87M | 1.70% | $7.93M |
| Captrust financial advisors | 1.50M | 0.89% | $4.14M |
| Morgan stanley | 1.35M | 0.80% | $3.72M |
| Jacobs levy equity management | 1.29M | 0.76% | $3.55M |
| Nuveen asset management | 1.26M | 0.75% | $3.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Abrams bison investments | 7.91M | 2.14% | $21.83M |
| Kavar capital partners group | 315.64K | 0.16% | $871.15K |
| Gsa capital partners llp | 443.58K | 0.09% | $1.22M |
| Xtx topco | 274.33K | 0.06% | $757.15K |
| Bryn mawr capital management | 322.58K | 0.05% | $890.32K |
| Triagen wealth management | 36.20K | 0.04% | $99.91K |
| Opes wealth management | 59.52K | 0.03% | $164.28K |
| Mariner | 6.21M | 0.03% | $17.13M |
| Plan group financial | 19.53K | 0.03% | $53.91K |
| Canvas wealth advisors | 19.00K | 0.02% | $77.33K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Prudential financial | 1.22M | 0.01% | 285.00K |
| Quadrature capital | 234.04K | 0.01% | 214.22K |
| Tudor investment corp et al | 212.94K | 0.00% | 212.94K |
| Cibc private wealth group | 207.45K | 0.00% | 207.45K |
| Bank of montreal /can/ | 200.00K | 0.00% | 200.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gsa capital partners llp | 443.58K | 0.09% | -446.14K |
| Millennium management | 337.90K | 0.00% | -303.12K |
| Eam investors | - | - | -296.05K |
| Lincoln national | - | - | -152.84K |
| Ubs group | 51.13K | - | -141.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tudor investment corp et al | 212.94K | 0.00% | 212.94K | $587.72K |
| Cibc private wealth group | 207.45K | 0.00% | 207.45K | $599.54K |
| Bank of montreal /can/ | 200.00K | 0.00% | 200.00K | $545.00K |
| Corebridge financial | 72.01K | 0.00% | 72.01K | $198.75K |
| Mirae asset global etfs | 69.96K | 0.00% | 69.96K | $193.09K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -25.00 |
| Shelter mutual insurance | -65.00 |
| Mather group, llc. | -110.00 |
| Old point trust & financial services n a | -250.00 |
| Lazard asset management | -472.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 141 | 14.63% | 64,674,545 | 8.24% | 37 | 3.04% | 67 | 11.67% | 34 | 13.33% |
| Jun 30, 2024 | 123 | -1.60% | 59,752,052 | 2.13% | 35 | 2.93% | 60 | 13.21% | 30 | -28.57% |
| Mar 31, 2024 | 125 | -1.57% | 58,504,939 | -0.38% | 34 | 2.86% | 53 | 8.16% | 42 | 23.53% |
| Dec 31, 2023 | 127 | -3.05% | 58,730,947 | -23.15% | 34 | 1.65% | 49 | 4.26% | 34 | -17.07% |
| Sep 30, 2023 | 131 | 0.77% | 76,425,287 | -7.26% | 46 | 1.88% | 47 | -17.54% | 41 | 17.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 4.07M | 2.37% | - |
| iShares Russell 2000 ETF | 3.77M | 2.20% | -8.48K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.16M | 1.26% | - |
| Fidelity Small Cap Index | 1.37M | 0.80% | -34.27K |
| iShares Russell 2000 Value ETF | 1.29M | 0.75% | - |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 898.77K | 0.52% | -27.50K |
| CREF Stock R1 | 876.25K | 0.51% | - |
| Fidelity Extended Market Index | 830.23K | 0.48% | -18.21K |
| Schwab US Small-Cap ETF™ | 680.59K | 0.40% | - |
| Vanguard Russell 2000 ETF | 610.52K | 0.36% | -3.81K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
SLQT Ownership FAQ
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