Stagwell Ownership 2024 | Who Owns Stagwell Now?
Institutional Ownership
82.96%
Insider Ownership
4.15%
Retail Ownership
12.89%
Institutional Holders
128.00
Stagwell Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 17.59% | 0.47% | 19,807,420 | -346,320 | -1.72% | 135,086,604 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 11.42% | 0.01% | 12,857,417 | -3,997,362 | -23.72% | 87,687,584 | Jun 30, 2024 |
| MADISON AVENUE PARTNERS, LP | 6.35% | 6.16% | 7,147,662 | - | - | 48,747,055 | Jun 30, 2024 |
| BLACKROCK INC. | 6.07% | 0.00% | 6,840,294 | 482,190 | 7.58% | 46,650,805 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.06% | 0.00% | 5,699,184 | -137,792 | -2.36% | 38,868,436 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 4.37% | 0.04% | 4,927,242 | 49,551 | 1.02% | 33,603,790 | Jun 30, 2024 |
| ALTRAVUE CAPITAL, LLC | 2.08% | 1.59% | 2,348,370 | -29,690 | -1.25% | 16,015,884 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 0.00% | 2,303,996 | 130,600 | 6.01% | 15,716,528 | Jun 30, 2024 |
| CIDEL ASSET MANAGEMENT INC | 1.81% | 1.08% | 2,039,680 | - | - | 13,910,618 | Jun 30, 2024 |
| STATE STREET CORP | 1.76% | 0.00% | 1,983,991 | 124,430 | 6.69% | 13,530,819,000 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 1.70% | 1.24% | 1,911,628 | -21,210 | -1.10% | 13,084,052 | Jun 30, 2024 |
| BOSTON PARTNERS | 1.54% | 0.01% | 1,729,176 | -82,325 | -4.54% | 11,888,511 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1.51% | 0.02% | 1,699,341 | 16,154 | 0.96% | 11,590,000 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 1.41% | 0.02% | 1,592,481 | 948,484 | 147.28% | 10,861,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.35% | 0.00% | 1,516,844 | 127,099 | 9.15% | 10,344,389 | Jun 30, 2024 |
| MY PERSONAL CFO, LLC | 1.20% | 4.91% | 1,349,440 | -41,407 | -2.98% | 9,203,181 | Jun 30, 2024 |
| FIRST PACIFIC ADVISORS, LP | 0.88% | 0.09% | 994,033 | 18,050 | 1.85% | 6,779,305 | Jun 30, 2024 |
| STANLEY CAPITAL MANAGEMENT, LLC | 0.84% | 1.32% | 950,342 | - | - | 6,481,332 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.74% | 0.00% | 836,825 | 38,683 | 4.85% | 5,707,147 | Jun 30, 2024 |
| CASTLEKNIGHT MANAGEMENT LP | 0.70% | 0.27% | 790,166 | -990,225 | -55.62% | 5,388,932 | Jun 30, 2024 |
Stagwell's largest institutional shareholder is HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, holding 17.59% of the company's total share outstanding, currently valued at $135.09M. The top 10 institutional shareholders own together 58.56% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STAGWELL GROUP LLC | 0.12% | 100.00% | 130,000 | - | - | 886,600 | Jun 30, 2024 |
| MADISON AVENUE PARTNERS, LP | 6.35% | 6.16% | 7,147,662 | - | - | 48,747,055 | Jun 30, 2024 |
| MY PERSONAL CFO, LLC | 1.20% | 4.91% | 1,349,440 | -41,407 | -2.98% | 9,203,181 | Jun 30, 2024 |
| 1060 CAPITAL, LLC | 0.18% | 2.97% | 200,000 | 25,246 | 14.45% | 1,364,000 | Jun 30, 2024 |
| CCG WEALTH MANAGEMENT, LLC | 0.39% | 1.70% | 441,033 | 441,033 | 100.00% | 3,007,845 | Jun 30, 2024 |
| ALTRAVUE CAPITAL, LLC | 2.08% | 1.59% | 2,348,370 | -29,690 | -1.25% | 16,015,884 | Jun 30, 2024 |
| CORRADO ADVISORS, LLC | 0.28% | 1.39% | 315,713 | - | - | 2,153,163 | Jun 30, 2024 |
| STANLEY CAPITAL MANAGEMENT, LLC | 0.84% | 1.32% | 950,342 | - | - | 6,481,332 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 1.70% | 1.24% | 1,911,628 | -21,210 | -1.10% | 13,084,052 | Jun 30, 2024 |
| CIDEL ASSET MANAGEMENT INC | 1.81% | 1.08% | 2,039,680 | - | - | 13,910,618 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 0.26% | 0.48% | 295,346 | 389 | 0.13% | 2,014,260 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 17.59% | 0.47% | 19,807,420 | -346,320 | -1.72% | 135,086,604 | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | 0.42% | 0.43% | 469,290 | - | - | 3,200,558 | Jun 30, 2024 |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | 0.34% | 0.36% | 380,000 | -110,000 | -22.45% | 2,591,600 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.51% | 0.31% | 569,500 | 569,500 | 100.00% | 3,883,990 | Jun 30, 2024 |
| HARBOR CAPITAL ADVISORS, INC. | 0.49% | 0.29% | 556,430 | 406,031 | 269.97% | 3,795,000 | Jun 30, 2024 |
| PERENNIAL ADVISORS, LLC | 0.16% | 0.27% | 179,006 | -25,489 | -12.46% | 1,220,821 | Jun 30, 2024 |
| CASTLEKNIGHT MANAGEMENT LP | 0.70% | 0.27% | 790,166 | -990,225 | -55.62% | 5,388,932 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.05% | 0.20% | 59,200 | -3,000 | -4.82% | 403,744 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.45% | 0.19% | 506,610 | -404,560 | -44.40% | 3,455,080 | Jun 30, 2024 |
The largest Stagwell shareholder by % of total assets is STAGWELL GROUP LLC. The company owns 130.00K shares of Stagwell (STGW), representing 100.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 1.41% | 0.02% | 1,592,481 | 948,484 | 147.28% | 10,861,000 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.51% | 0.31% | 569,500 | 569,500 | 100.00% | 3,883,990 | Jun 30, 2024 |
| BLACKROCK INC. | 6.07% | 0.00% | 6,840,294 | 482,190 | 7.58% | 46,650,805 | Jun 30, 2024 |
| CCG WEALTH MANAGEMENT, LLC | 0.39% | 1.70% | 441,033 | 441,033 | 100.00% | 3,007,845 | Jun 30, 2024 |
| HARBOR CAPITAL ADVISORS, INC. | 0.49% | 0.29% | 556,430 | 406,031 | 269.97% | 3,795,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.51% | 0.00% | 575,792 | 363,837 | 171.66% | 3,926,905 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.30% | 0.09% | 339,656 | 339,656 | 100.00% | 2,316,454 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.27% | 0.05% | 308,487 | 308,487 | 100.00% | 2,103,881 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.39% | 0.00% | 435,544 | 173,460 | 66.18% | 2,970,410 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.29% | 0.00% | 324,794 | 156,082 | 92.51% | 2,215,095 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 0.00% | 2,303,996 | 130,600 | 6.01% | 15,716,528 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.35% | 0.00% | 1,516,844 | 127,099 | 9.15% | 10,344,389 | Jun 30, 2024 |
| STATE STREET CORP | 1.76% | 0.00% | 1,983,991 | 124,430 | 6.69% | 13,530,819,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.28% | 0.00% | 313,356 | 122,163 | 63.90% | 2,137,088 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.18% | 0.00% | 198,521 | 115,488 | 139.09% | 1,353,913 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.45% | 0.00% | 508,930 | 64,867 | 14.61% | 3,470,898 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 4.37% | 0.04% | 4,927,242 | 49,551 | 1.02% | 33,603,790 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 48,758 | 48,758 | 100.00% | 332,530 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.67% | 0.02% | 752,122 | 42,642 | 6.01% | 5,129,472 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 42,302 | 42,302 | 100.00% | 288,500 | Jun 30, 2024 |
As of Jun 30 2024, Stagwell's largest institutional buyer is HIGHTOWER ADVISORS, LLC. The company purchased 948.48K stocks of STGW, valued at $10.86M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 11.42% | 0.01% | 12,857,417 | -3,997,362 | -23.72% | 87,687,584 | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -1,932,838 | -100.00% | - | Jun 30, 2024 |
| CASTLEKNIGHT MANAGEMENT LP | 0.70% | 0.27% | 790,166 | -990,225 | -55.62% | 5,388,932 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.45% | 0.19% | 506,610 | -404,560 | -44.40% | 3,455,080 | Jun 30, 2024 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | - | - | - | -364,990 | -100.00% | - | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 17.59% | 0.47% | 19,807,420 | -346,320 | -1.72% | 135,086,604 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.06% | 0.00% | 5,699,184 | -137,792 | -2.36% | 38,868,436 | Jun 30, 2024 |
| HUBER CAPITAL MANAGEMENT LLC | 0.10% | 0.18% | 114,405 | -112,241 | -49.52% | 780,242 | Jun 30, 2024 |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | 0.34% | 0.36% | 380,000 | -110,000 | -22.45% | 2,591,600 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -104,913 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.18% | 0.00% | 205,100 | -100,100 | -32.80% | 1,398,782 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -95,488 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | 0.00% | 38,662 | -82,509 | -68.09% | 263,674 | Jun 30, 2024 |
| BOSTON PARTNERS | 1.54% | 0.01% | 1,729,176 | -82,325 | -4.54% | 11,888,511 | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -73,114 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.04% | - | 39,548 | -68,261 | -63.32% | 269,717 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.23% | 0.00% | 264,217 | -57,500 | -17.87% | 1,801,959 | Jun 30, 2024 |
| INVESCO LTD. | 0.23% | 0.00% | 261,658 | -50,454 | -16.17% | 1,784,508 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -49,461 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.03% | 0.00% | 33,220 | -43,207 | -56.53% | 226,000 | Jun 30, 2024 |
As of Jun 30 2024, Stagwell's biggest institutional seller is GOLDMAN SACHS GROUP INC. The company sold -4.00M shares of STGW, valued at $87.69M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.51% | 0.31% | 569,500 | 569,500 | 100.00% | 3,883,990 | Jun 30, 2024 |
| CCG WEALTH MANAGEMENT, LLC | 0.39% | 1.70% | 441,033 | 441,033 | 100.00% | 3,007,845 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.30% | 0.09% | 339,656 | 339,656 | 100.00% | 2,316,454 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.27% | 0.05% | 308,487 | 308,487 | 100.00% | 2,103,881 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 48,758 | 48,758 | 100.00% | 332,530 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 42,302 | 42,302 | 100.00% | 288,500 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.02% | 0.01% | 21,089 | 21,089 | 100.00% | 143,827 | Jun 30, 2024 |
| MARINER, LLC | 0.01% | 0.00% | 10,159 | 10,159 | 100.00% | 69,284 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 305 | 305 | 100.00% | 2,081 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | - | 15 | 15 | 100.00% | 102 | Jun 30, 2024 |
Stagwell's largest new institutional shareholder by number of shares is HILLSDALE INVESTMENT MANAGEMENT INC., purchased 569.50K shares, valued at $3.88M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ELEQUIN SECURITIES, LLC | - | - | - | -1,932,838 | -100.00% | - | Jun 30, 2024 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | - | - | - | -364,990 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -104,913 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -95,488 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -73,114 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -49,461 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -40,982 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -37,731 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -21,327 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -18,200 | -100.00% | - | Jun 30, 2024 |
| ADVISOR RESOURCE COUNCIL | - | - | - | -10,705 | -100.00% | - | Jun 30, 2024 |
| CLARIUS GROUP, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| VESTCOR INC | - | - | - | -8,678 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,165 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -1,800 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
| PRIVATE TRUST CO NA | - | - | - | -31 | -100.00% | - | Jun 30, 2024 |
Stagwell's largest sold out institutional shareholder by shares sold is ELEQUIN SECURITIES, LLC, sold -1.93M shares, valued at -, as of undefined.
Stagwell Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HOTCHKIS & WILEY FUNDS /DE/ | 0.78% | 9,809,180 | 200,290 | 2.08% | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.59% | 565,430 | 13,150 | 2.38% | Jan 31, 2024 |
| JOHN HANCOCK INVESTORS TRUST | 0.26% | 771,000 | -229,000 | -22.90% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.18% | 4,028 | 244 | 6.45% | Dec 31, 2023 |
| RBB Fund Trust | 0.11% | 106,087 | -12,534 | -10.57% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.11% | 55,590 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.09% | 294,204 | 8,035 | 2.81% | Mar 31, 2024 |
| Series Portfolios Trust | 0.07% | 421,080 | - | - | Jan 31, 2024 |
| JOHN HANCOCK BOND TRUST | 0.07% | 4,480,000 | -2,750,000 | -38.04% | Feb 29, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.06% | 1,643,000 | - | - | Mar 31, 2024 |
| Touchstone ETF Trust | 0.06% | 228,000 | -102,000 | -30.91% | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.06% | 36,000 | - | - | Dec 29, 2023 |
| INTEGRITY FUNDS | 0.04% | 103,000 | - | - | Jan 31, 2024 |
| Federated Hermes High Yield Trust | 0.03% | 170,920 | -31,020 | -15.36% | Feb 29, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.03% | 9,706,000 | - | - | Feb 29, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.03% | 104,000 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.03% | 26,015 | - | - | Jan 31, 2024 |
| Gabelli 787 Fund, Inc. | 0.02% | 2,000 | - | - | Jan 31, 2024 |
| Vericimetry Funds | 0.02% | 2,060 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 140,324 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 12,982 | 1,372 | 11.82% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.02% | 43,675 | -3,240 | -6.91% | Jan 31, 2024 |
| Federated Hermes Fixed Income Securities, Inc. | 0.01% | 116,925 | -3,940 | -3.26% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 4,659,006 | -1,129,405 | -19.51% | Mar 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.01% | 561,000 | -253,000 | -31.08% | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.01% | 704,000 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,585 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 230,949 | 4,835 | 2.14% | Jan 31, 2024 |
| T. Rowe Price Exchange-Traded Funds, Inc. | 0.00% | 33,691 | 26,422 | 363.49% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 1,036,778 | 76,878 | 8.01% | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 32,714 | - | - | Aug 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 83,174 | -3,512 | -4.05% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 16,314 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 316,961 | -35,659 | -10.11% | Feb 29, 2024 |
| SEASONS SERIES TRUST | 0.00% | 71,576 | 4,353 | 6.48% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 7,777 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 8,686 | - | - | Mar 28, 2024 |
| HARTFORD MUTUAL FUNDS II INC | 0.00% | 348,875 | -41,780 | -10.69% | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 43,827 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 50,745 | -4,379 | -7.94% | Mar 31, 2024 |
| ADVISORS SERIES TRUST | 0.00% | 75,841 | 75,841 | - | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 373,195 | 7,281 | 1.99% | Feb 29, 2024 |
| GDL FUND | 0.00% | 2,000 | - | - | Dec 29, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 192,289 | -15,953 | -7.66% | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 5,526,749 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 15,451 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 15,228 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 47,748 | - | - | Jan 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 74,914 | 56,232 | 301.00% | Aug 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 564,282 | 46,886 | 9.06% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 68,899 | 66 | 0.10% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 4,051 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 26,443 | -5,712 | -17.76% | Mar 31, 2024 |
| GABELLI INVESTOR FUNDS INC | 0.00% | 2,000 | - | - | Dec 29, 2023 |
| Dimensional ETF Trust | 0.00% | 298,284 | 14,877 | 5.25% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 657,476 | -11,566 | -1.73% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 71,752 | 25,328 | 54.56% | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 130,992 | 106,035 | 424.87% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 6,292 | 781 | 14.17% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,314 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 28,700 | 1,600 | 5.90% | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 121,128 | -2,042 | -1.66% | Jan 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 156,985 | - | - | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 14,452 | - | - | Dec 31, 2023 |
| Goldman Sachs ETF Trust | 0.00% | 25,618 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 16,786 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 34,907 | -1,466 | -4.03% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 5,302 | 671 | 14.49% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 232,801 | -172 | -0.07% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 3,010,186 | -156,214 | -4.93% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 352,205 | 42,386 | 13.68% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 717 | - | - | Dec 31, 2023 |
| FundVantage Trust | 0.00% | 2,216 | - | - | Mar 28, 2024 |
| PROSHARES TRUST | 0.00% | 33,783 | -58 | -0.17% | Feb 29, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 57,221 | - | - | Jan 31, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 56,672 | - | - | Jan 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 4,773 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 30,807 | 395 | 1.30% | Feb 29, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 31,981 | - | - | Jan 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 447,657 | 14,963 | 3.46% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 2,700 | - | - | Mar 28, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 104,000 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 355 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 10,270 | -43 | -0.42% | Jan 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 258,956 | -51,049 | -16.47% | Mar 28, 2024 |
| WisdomTree Trust | 0.00% | 164,147 | -4,437 | -2.63% | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 5,312 | -18,828 | -78.00% | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 15,448 | 3,162 | 25.74% | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 367 | - | - | Feb 29, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 374,669 | -74,957 | -16.67% | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 125,000 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 646 | -29 | -4.30% | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 153,494 | - | - | Jan 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 110,817 | 3,208 | 2.98% | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 200 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 47 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 4,332 | -568 | -11.59% | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 33,238 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 27,335 | 718 | 2.70% | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 1,530 | - | - | Mar 31, 2024 |
Stagwell's largest mutual fund holder by % of total assets is "HOTCHKIS & WILEY FUNDS /DE/", owning 9.81M shares, compromising 0.78% of its total assets.
Stagwell Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 128 | -5.88% |
| 31 Mar, 24 | 136 | -4.90% |
| 31 Dec, 23 | 143 | 2.14% |
| 30 Sep, 23 | 140 | 3.70% |
| 30 Jun, 23 | 135 | -7.53% |
| 31 Mar, 23 | 146 | 33.94% |
| 31 Dec, 22 | 109 | 4.81% |
| 30 Sep, 22 | 104 | 5.05% |
| 30 Jun, 22 | 99 | 4.21% |
| 31 Mar, 22 | 95 | - |
| 31 Dec, 21 | 95 | 35.71% |
| 30 Sep, 21 | 70 | - |
As of 30 Jun 24, 128 institutions are holding Stagwell's shares, representing a decrease of -5.88% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 93,440,180 | -4.42% |
| 31 Mar, 24 | 97,758,543 | 2.26% |
| 31 Dec, 23 | 95,601,583 | 1.04% |
| 30 Sep, 23 | 94,617,181 | -1.07% |
| 30 Jun, 23 | 95,638,364 | -12.29% |
| 31 Mar, 23 | 109,039,740 | -0.63% |
| 31 Dec, 22 | 109,733,245 | -2.16% |
| 30 Sep, 22 | 112,156,626 | 2.89% |
| 30 Jun, 22 | 109,008,683 | 1.52% |
| 31 Mar, 22 | 107,380,765 | 5.07% |
| 31 Dec, 21 | 102,202,172 | 96.06% |
| 30 Sep, 21 | 52,126,814 | - |
Stagwell (STGW) has 93.44M shares outstanding as of 30 Jun 24, down -4.42% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 82.96% | 1.19% |
| 31 Mar, 24 | 83.37% | 1.12% |
| 31 Dec, 23 | 86.29% | 1.28% |
| 30 Sep, 23 | 81.99% | 1.41% |
| 30 Jun, 23 | 76.39% | 1.01% |
| 31 Mar, 23 | 87.09% | 1.09% |
| 31 Dec, 22 | 89.27% | 1.12% |
| 30 Sep, 22 | 89.45% | 1.20% |
| 30 Jun, 22 | 86.22% | 1.12% |
| 31 Mar, 22 | 87.81% | 0.69% |
| 31 Dec, 21 | 113.02% | 2.41% |
| 30 Sep, 21 | 68.49% | - |
As of 30 Jun 24, Stagwell is held by 82.96% institutional shareholders, representing a 1.19% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 63 | 3.28% |
| 31 Mar, 24 | 61 | -20.78% |
| 31 Dec, 23 | 77 | -1.28% |
| 30 Sep, 23 | 78 | -3.70% |
| 30 Jun, 23 | 81 | -16.49% |
| 31 Mar, 23 | 97 | 67.24% |
| 31 Dec, 22 | 58 | -3.33% |
| 30 Sep, 22 | 60 | 15.38% |
| 30 Jun, 22 | 52 | 4.00% |
| 31 Mar, 22 | 50 | -16.67% |
| 31 Dec, 21 | 60 | -14.29% |
| 30 Sep, 21 | 70 | - |
63 institutional shareholders have increased their position in STGW stock as of 30 Jun 24 compared to 61 in the previous quarter (a 3.28% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 40 | -14.89% |
| 31 Mar, 24 | 47 | 17.50% |
| 31 Dec, 23 | 40 | -9.09% |
| 30 Sep, 23 | 44 | 29.41% |
| 30 Jun, 23 | 34 | 17.24% |
| 31 Mar, 23 | 29 | -3.33% |
| 31 Dec, 22 | 30 | 7.14% |
| 30 Sep, 22 | 28 | -15.15% |
| 30 Jun, 22 | 33 | -2.94% |
| 31 Mar, 22 | 34 | 30.77% |
| 31 Dec, 21 | 26 | - |
| 30 Sep, 21 | - | - |
40 institutional shareholders have reduced their position in STGW stock as of 30 Jun 24 compared to 47 in the previous quarter (a -14.89% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 128 | -5.88% | 93,440,180 | -4.42% | 82.96% | 1.19% | 63 | 3.28% | 40 | -14.89% |
| 31 Mar, 24 | 136 | -4.90% | 97,758,543 | 2.26% | 83.37% | 1.12% | 61 | -20.78% | 47 | 17.50% |
| 31 Dec, 23 | 143 | 2.14% | 95,601,583 | 1.04% | 86.29% | 1.28% | 77 | -1.28% | 40 | -9.09% |
| 30 Sep, 23 | 140 | 3.70% | 94,617,181 | -1.07% | 81.99% | 1.41% | 78 | -3.70% | 44 | 29.41% |
| 30 Jun, 23 | 135 | -7.53% | 95,638,364 | -12.29% | 76.39% | 1.01% | 81 | -16.49% | 34 | 17.24% |
| 31 Mar, 23 | 146 | 33.94% | 109,039,740 | -0.63% | 87.09% | 1.09% | 97 | 67.24% | 29 | -3.33% |
| 31 Dec, 22 | 109 | 4.81% | 109,733,245 | -2.16% | 89.27% | 1.12% | 58 | -3.33% | 30 | 7.14% |
| 30 Sep, 22 | 104 | 5.05% | 112,156,626 | 2.89% | 89.45% | 1.20% | 60 | 15.38% | 28 | -15.15% |
| 30 Jun, 22 | 99 | 4.21% | 109,008,683 | 1.52% | 86.22% | 1.12% | 52 | 4.00% | 33 | -2.94% |
| 31 Mar, 22 | 95 | - | 107,380,765 | 5.07% | 87.81% | 0.69% | 50 | -16.67% | 34 | 30.77% |
| 31 Dec, 21 | 95 | 35.71% | 102,202,172 | 96.06% | 113.02% | 2.41% | 60 | -14.29% | 26 | - |
| 30 Sep, 21 | 70 | - | 52,126,814 | - | 68.49% | - | 70 | - | - | - |
Stagwell Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Stagwell's stock was made by Gross Bradley J. on Jun 17 2024, selling 4,000,000 shares at $6.34 per share (valued at $25.36M).
Stagwell Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | - | - |
| Q2 2024 | 7 | 3 | 233.33% |
| Q1 2024 | 10 | 14 | 71.43% |
| Q4 2023 | 1 | 3 | 33.33% |
| Q3 2023 | 3 | 3 | 100.00% |
| Q2 2023 | 13 | 11 | 118.18% |
| Q1 2023 | 15 | 16 | 93.75% |
| Q4 2022 | 1 | 2 | 50.00% |
| Q3 2022 | 7 | 4 | 175.00% |
| Q2 2022 | 10 | 2 | 500.00% |
| Q1 2022 | 6 | 3 | 200.00% |
| Q4 2021 | 14 | 3 | 466.67% |
| Q3 2021 | 14 | 10 | 140.00% |
| Q2 2021 | - | 1 | - |
| Q1 2021 | - | 6 | - |
| Q3 2020 | 7 | 4 | 175.00% |
| Q2 2020 | 7 | 9 | 77.78% |
| Q1 2020 | 14 | 5 | 280.00% |
| Q4 2019 | 5 | - | - |
| Q3 2019 | - | 1 | - |
2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Stagwell's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | 3 | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | 2 | - | - |
| Q2 2023 | 2 | 2 | 100.00% |
| Q1 2023 | 1 | 6 | 16.67% |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 5 | - | - |
| Q3 2021 | 3 | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q3 2020 | 2 | 2 | 100.00% |
| Q2 2020 | 7 | 4 | 175.00% |
| Q1 2020 | 14 | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Stagwell's stocks.
Stagwell Peer Ownership
STGW Ownership FAQ
Who Owns Stagwell?
Stagwell is owned by institutional shareholders (82.96%), insiders (4.15%), and public (12.89%). The largest institutional shareholder of Stagwell is HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (17.59% of total shares) and the top mutual fund owner is HOTCHKIS & WILEY FUNDS /DE/ (0.78% of total shares).
Who are the major institutional shareholders of Stagwell?
Stagwell's major institutional shareholders are HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, GOLDMAN SACHS GROUP INC, MADISON AVENUE PARTNERS, LP, BLACKROCK INC., and VANGUARD GROUP INC. The top five shareholders own together 46.48% of the company's share outstanding.
How many Stagwell shareholders are there?
As of Jun 2024, there are 128 institutional shareholders of Stagwell.
What percentage of Stagwell is owned by HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC?
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC owns 19.81M shares of Stagwell, representing 17.59% of the company's total shares outstanding, valued at $135.09M (as of Jun 2024).
What percentage of Stagwell is owned by GOLDMAN SACHS GROUP INC?
As of Jun 2024, GOLDMAN SACHS GROUP INC holds 12.86M shares of Stagwell (STGW), compromising 11.42% of the company, valued at $87.69M.
What percentage of Stagwell is owned by MADISON AVENUE PARTNERS, LP?
MADISON AVENUE PARTNERS, LP is the third largest holder of Stagwell. The company owns 7.15M of the company's shares outstanding (worth $48.75M).