Verisk Analytics Ownership 2024 | Who Owns Verisk Analytics Now?
Institutional Ownership
47.71%
Insider Ownership
0.23%
Retail Ownership
52.06%
Institutional Holders
694.00
Verisk Analytics Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 11.49% | 0.09% | 16,470,763 | 93,683 | 0.57% | 4,439,694,166 | Jun 30, 2024 |
BLACKROCK INC. | 8.14% | 0.07% | 11,665,930 | -926,250 | -7.36% | 3,144,551,425 | Jun 30, 2024 |
STATE STREET CORP | 4.34% | 0.07% | 6,215,857 | -936 | -0.02% | 1,675,484,254,000 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.47% | 0.41% | 4,966,794 | -671,606 | -11.91% | 1,338,799,323 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 3.03% | 0.41% | 4,340,806 | 926,644 | 27.14% | 1,170,064,257 | Jun 30, 2024 |
FMR LLC | 3.03% | 0.07% | 4,335,318 | -84,369 | -1.91% | 1,168,584,944 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.81% | 0.10% | 4,030,884 | 54,377 | 1.37% | 1,086,100,738 | Jun 30, 2024 |
MORGAN STANLEY | 2.51% | 0.07% | 3,591,532 | -231,383 | -6.05% | 968,098,250 | Jun 30, 2024 |
PARNASSUS INVESTMENTS, LLC | 1.48% | 1.25% | 2,125,716 | -29,350 | -1.36% | 572,986,748 | Jun 30, 2024 |
BROWN ADVISORY INC | 1.32% | 0.67% | 1,888,679 | -73,318 | -3.74% | 509,093,466 | Jun 30, 2024 |
NORGES BANK | 1.20% | 0.07% | 1,723,985 | 1,723,985 | 100.00% | 464,700,157 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 1.17% | 0.13% | 1,671,307 | -198,755 | -10.63% | 450,500,802 | Jun 30, 2024 |
INVESCO LTD. | 1.14% | 0.09% | 1,636,766 | -38,677 | -2.31% | 441,190,281 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 1.13% | 0.36% | 1,623,557 | -100,293 | -5.82% | 437,616,673 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.13% | 0.10% | 1,618,266 | 111,364 | 7.39% | 436,203,634 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.06% | 0.07% | 1,513,557 | -16,855 | -1.10% | 407,979,289,000 | Jun 30, 2024 |
TD ASSET MANAGEMENT INC | 1.05% | 0.38% | 1,502,614 | 78,008 | 5.48% | 405,029,604 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.01% | 0.25% | 1,444,022 | 10,070 | 0.70% | 389,237,000 | Jun 30, 2024 |
BAMCO INC /NY/ | 0.90% | 1.00% | 1,290,835 | -14,794 | -1.13% | 347,944,574 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.80% | 0.10% | 1,152,825 | 11,540 | 1.01% | 310,743,877 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RUDIUS MANAGEMENT LP | 0.07% | 5.68% | 97,060 | -5,900 | -5.73% | 26,162,523 | Jun 30, 2024 |
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | 0.46% | 4.79% | 665,011 | 159,455 | 31.54% | 179,253,714 | Jun 30, 2024 |
XXEC, INC. | 0.02% | 4.61% | 22,164 | -318 | -1.41% | 5,974,306 | Jun 30, 2024 |
HARVEY INVESTMENT CO LLC | 0.10% | 4.48% | 139,045 | -2,860 | -2.02% | 37,480,000 | Jun 30, 2024 |
YCG, LLC | 0.14% | 4.35% | 197,851 | -100 | -0.05% | 53,330,755 | Jun 30, 2024 |
GUARDCAP ASSET MANAGEMENT LTD | 0.72% | 3.99% | 1,036,753 | -100,316 | -8.82% | 279,456,771 | Jun 30, 2024 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 0.12% | 3.42% | 170,223 | -45,283 | -21.01% | 45,883,566 | Jun 30, 2024 |
SPENCE ASSET MANAGEMENT | 0.03% | 3.24% | 38,805 | -10,055 | -20.58% | 13,035,000 | Jun 30, 2024 |
PROGRESSIVE INVESTMENT MANAGEMENT CORP | 0.03% | 2.85% | 39,874 | -674 | -1.66% | 10,748,037 | Jun 30, 2024 |
SHELTER MUTUAL INSURANCE CO | 0.03% | 2.78% | 39,700 | - | - | 10,701,135 | Jun 30, 2024 |
COMGEST GLOBAL INVESTORS S.A.S. | 0.52% | 2.73% | 738,427 | -4,456 | -0.60% | 199,042,998 | Jun 30, 2024 |
SHELTER INS RETIREMENT PLAN | 0.03% | 2.53% | 39,700 | 39,700 | 100.00% | 10,701,135 | Jun 30, 2024 |
GRANDFIELD & DODD, LLC | 0.10% | 2.48% | 145,146 | -337 | -0.23% | 39,124,104 | Jun 30, 2024 |
MARTIN INVESTMENT MANAGEMENT, LLC | 0.02% | 2.13% | 30,767 | -998 | -3.14% | 8,293,245 | Jun 30, 2024 |
HUTNER CAPITAL MANAGEMENT INC | 0.01% | 1.98% | 13,400 | - | - | 3,611,970 | Jun 30, 2024 |
EFG ASSET MANAGEMENT (AMERICAS) CORP. | 0.03% | 1.93% | 36,595 | 11,799 | 47.58% | 9,864,182 | Jun 30, 2024 |
USS INVESTMENT MANAGEMENT LTD | 0.61% | 1.88% | 878,079 | 2,148 | 0.25% | 236,690,585 | Jun 30, 2024 |
JENSEN INVESTMENT MANAGEMENT INC | 0.59% | 1.87% | 847,900 | -52,215 | -5.80% | 228,551,445 | Jun 30, 2024 |
SETTIAN CAPITAL LP | 0.01% | 1.81% | 9,150 | - | - | 2,466,383 | Jun 30, 2024 |
TIMESSQUARE CAPITAL MANAGEMENT, LLC | 0.30% | 1.80% | 424,578 | 24,510 | 6.13% | 114,445,000 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.20% | 0.07% | 1,723,985 | 1,723,985 | 100.00% | 464,700,157 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 3.03% | 0.41% | 4,340,806 | 926,644 | 27.14% | 1,170,064,257 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.61% | 0.03% | 876,126 | 419,452 | 91.85% | 236,160,000 | Jun 30, 2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.22% | 0.09% | 312,014 | 304,019 | 3802.61% | 84,103,374 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.33% | 0.47% | 467,299 | 276,893 | 145.42% | 125,960,445 | Jun 30, 2024 |
BARCLAYS PLC | 0.53% | 0.06% | 756,202 | 222,162 | 41.60% | 203,838,000 | Jun 30, 2024 |
CANDLESTICK CAPITAL MANAGEMENT LP | 0.15% | 1.63% | 220,000 | 220,000 | 100.00% | 59,301,000 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.71% | 0.08% | 1,014,629 | 208,376 | 25.84% | 273,493,248 | Jun 30, 2024 |
EPOCH INVESTMENT PARTNERS, INC. | 0.38% | 0.67% | 541,426 | 203,951 | 60.43% | 145,941,379 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.50% | 0.04% | 717,641 | 203,820 | 39.67% | 193,440,000 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.36% | 0.32% | 514,917 | 165,518 | 47.37% | 138,795,877 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.11% | 0.08% | 162,296 | 160,938 | 11851.10% | 43,746,887 | Jun 30, 2024 |
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | 0.46% | 4.79% | 665,011 | 159,455 | 31.54% | 179,253,714 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.12% | 0.14% | 171,835 | 111,992 | 187.14% | 46,305,000 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.13% | 0.10% | 1,618,266 | 111,364 | 7.39% | 436,203,634 | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 0.63% | 0.27% | 908,194 | 104,807 | 13.05% | 244,803,693 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.07% | 0.07% | 103,710 | 103,710 | 100.00% | 27,955,279 | Jun 30, 2024 |
RMB CAPITAL MANAGEMENT, LLC | 0.07% | 0.62% | 96,680 | 94,640 | 4639.22% | 26,060,023 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.26% | 0.17% | 373,800 | 94,300 | 33.74% | 100,757,790 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.49% | 0.09% | 16,470,763 | 93,683 | 0.57% | 4,439,694,166 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 8.14% | 0.07% | 11,665,930 | -926,250 | -7.36% | 3,144,551,425 | Jun 30, 2024 |
BANK JULIUS BAER & CO. LTD, ZURICH | 0.01% | 0.02% | 16,761 | -690,349 | -97.63% | 4,352,872 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.47% | 0.41% | 4,966,794 | -671,606 | -11.91% | 1,338,799,323 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.12% | 0.02% | 172,805 | -586,425 | -77.24% | 46,579,588 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.12% | 0.06% | 176,853 | -544,899 | -75.50% | 47,670,000 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.36% | 0.22% | 522,442 | -439,118 | -45.67% | 140,824,241 | Jun 30, 2024 |
MORGAN STANLEY | 2.51% | 0.07% | 3,591,532 | -231,383 | -6.05% | 968,098,250 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 1.17% | 0.13% | 1,671,307 | -198,755 | -10.63% | 450,500,802 | Jun 30, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -195,071 | -100.00% | - | Jun 30, 2024 |
SRB CORP | - | - | - | -174,575 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.44% | 0.01% | 633,666 | -142,264 | -18.33% | 170,804,666 | Jun 30, 2024 |
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.08% | 0.07% | 112,552 | -141,269 | -55.66% | 30,338,394 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.02% | 0.04% | 30,372 | -136,316 | -81.78% | 8,226,256 | Jun 30, 2024 |
MAN GROUP PLC | 0.04% | 0.04% | 64,100 | -122,317 | -65.61% | 17,278,156 | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.19% | 0.09% | 277,864 | -108,074 | -28.00% | 74,905,676 | Jun 30, 2024 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.49% | 0.14% | 701,289 | -104,744 | -12.99% | 189,032,450 | Jun 30, 2024 |
GUARDCAP ASSET MANAGEMENT LTD | 0.72% | 3.99% | 1,036,753 | -100,316 | -8.82% | 279,456,771 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 1.13% | 0.36% | 1,623,557 | -100,293 | -5.82% | 437,616,673 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.11% | 0.04% | 162,114 | -97,709 | -37.61% | 43,697,828 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.01% | 0.00% | 8,755 | -88,338 | -90.98% | 2,359,910 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.20% | 0.07% | 1,723,985 | 1,723,985 | 100.00% | 464,700,157 | Jun 30, 2024 |
CANDLESTICK CAPITAL MANAGEMENT LP | 0.15% | 1.63% | 220,000 | 220,000 | 100.00% | 59,301,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.07% | 0.07% | 103,710 | 103,710 | 100.00% | 27,955,279 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.06% | 0.06% | 78,884 | 78,884 | 100.00% | 21,263,246 | Jun 30, 2024 |
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.05% | 0.85% | 66,536 | 66,536 | 100.00% | 17,934,779 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.04% | 0.08% | 50,842 | 50,842 | 100.00% | 13,704,461 | Jun 30, 2024 |
SHELTER INS RETIREMENT PLAN | 0.03% | 2.53% | 39,700 | 39,700 | 100.00% | 10,701,135 | Jun 30, 2024 |
GILLSON CAPITAL LP | 0.03% | 1.00% | 38,600 | 38,600 | 100.00% | 10,405,000 | Jun 30, 2024 |
SANDLER CAPITAL MANAGEMENT | 0.03% | 1.07% | 37,180 | 37,180 | 100.00% | 10,021,869 | Jun 30, 2024 |
ORIBEL CAPITAL MANAGEMENT, LP | 0.02% | 1.12% | 31,100 | 31,100 | 100.00% | 8,383,005 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.09% | 28,557 | 28,557 | 100.00% | 7,698,000 | Jun 30, 2024 |
SILVANT CAPITAL MANAGEMENT LLC | 0.02% | 0.31% | 25,911 | 25,911 | 100.00% | 6,984,310 | Jun 30, 2024 |
STONY POINT CAPITAL LLC | 0.02% | 1.79% | 25,829 | 25,829 | 100.00% | 6,962,207 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.01% | 0.02% | 21,184 | 21,184 | 100.00% | 5,710,000 | Jun 30, 2024 |
0.01% | 0.11% | 14,830 | 14,830 | 100.00% | 3,997,386 | Jun 30, 2024 | |
MIZUHO SECURITIES USA LLC | 0.01% | 0.07% | 11,004 | 11,004 | 100.00% | 2,966,128 | Jun 30, 2024 |
BDF-GESTION | 0.01% | 0.28% | 10,857 | 10,857 | 100.00% | 2,926,504 | Jun 30, 2024 |
DOUGLASS WINTHROP ADVISORS, LLC | 0.01% | 0.06% | 10,540 | 10,540 | 100.00% | 2,841,057 | Jun 30, 2024 |
0.01% | 0.15% | 9,716 | 9,716 | 100.00% | 2,618,948 | Jun 30, 2024 | |
RAILWAY PENSION INVESTMENTS LTD | 0.01% | 0.03% | 9,300 | 9,300 | 100.00% | 2,506,815 | Jun 30, 2024 |
AMPLIUS WEALTH ADVISORS, LLC | 0.01% | 0.25% | 8,494 | 8,494 | 100.00% | 2,289,594 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 5,230 | 5,230 | 100.00% | 1,409,746 | Jun 30, 2024 |
CHOREO, LLC | 0.00% | 0.02% | 4,513 | 4,513 | 100.00% | 1,211,050 | Jun 30, 2024 |
HARDY REED LLC | 0.00% | 0.12% | 4,358 | 4,358 | 100.00% | 1,174,743 | Jun 30, 2024 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.10% | 4,208 | 4,208 | 100.00% | 1,134,266 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.00% | 0.02% | 4,054 | 4,054 | 100.00% | 1,092,756 | Jun 30, 2024 |
RETIREFUL, LLC | 0.00% | 0.45% | 3,559 | 3,559 | 100.00% | 959,328 | Jun 30, 2024 |
SPIDERROCK ADVISORS, LLC | 0.00% | 0.02% | 3,295 | 3,295 | 100.00% | 888,302 | Jun 30, 2024 |
FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.06% | 2,973 | 2,973 | 100.00% | 801,372 | Jun 30, 2024 |
NEO IVY CAPITAL MANAGEMENT | 0.00% | 0.16% | 2,964 | 2,964 | 100.00% | 799,000 | Jun 30, 2024 |
BLUESPRUCE INVESTMENTS, LP | 0.00% | 0.01% | 2,730 | 2,730 | 100.00% | 735,872 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.43% | 2,700 | 2,700 | 100.00% | 727,784 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.03% | 2,151 | 2,151 | 100.00% | 579,829 | Jun 30, 2024 |
BENIN MANAGEMENT CORP | 0.00% | 0.16% | 2,012 | 2,012 | 100.00% | 542,335 | Jun 30, 2024 |
0.00% | 0.73% | 1,969 | 1,969 | 100.00% | 523,045 | Jun 30, 2024 | |
CUSTOM INDEX SYSTEMS, LLC | 0.00% | 0.28% | 1,822 | 1,822 | 100.00% | 491,120 | Jun 30, 2024 |
SPIDERROCK ADVISORS, LLC | 0.00% | 0.01% | 1,800 | 1,800 | 100.00% | 485,190 | Jun 30, 2024 |
BAADER BANK AKTIENGESELLSCHAFT | 0.00% | 0.03% | 1,583 | 1,583 | 100.00% | 426,698 | Jun 30, 2024 |
NATIONAL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.32% | 1,564 | 1,564 | 100.00% | 421,576 | Jun 30, 2024 |
SPROTT INC. | 0.00% | 0.02% | 1,204 | 1,204 | 100.00% | 324,538 | Jun 30, 2024 |
FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 1,162 | 1,162 | 100.00% | 313,217 | Jun 30, 2024 |
AXIOM ADVISORY, LLC | 0.00% | 0.00% | 1,152 | 1,152 | 100.00% | 281,960 | Jun 30, 2024 |
EQUITABLE TRUST CO | 0.00% | 0.02% | 1,133 | 1,133 | 100.00% | 305,400 | Jun 30, 2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.00% | 0.01% | 1,090 | 1,090 | 100.00% | 293,808 | Jun 30, 2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.00% | 0.00% | 1,078 | 1,078 | 100.00% | 290,601 | Jun 30, 2024 |
QUOTIENT WEALTH PARTNERS, LLC | 0.00% | 0.01% | 1,053 | 1,053 | 100.00% | 283,836 | Jun 30, 2024 |
ONEASCENT WEALTH MANAGEMENT LLC | 0.00% | 0.14% | 963 | 963 | 100.00% | 260,000 | Jun 30, 2024 |
ANGELES WEALTH MANAGEMENT, LLC | 0.00% | 0.02% | 925 | 925 | 100.00% | 249,334 | Jun 30, 2024 |
RESONANT CAPITAL ADVISORS, LLC | 0.00% | 0.02% | 909 | 909 | 100.00% | 245,021 | Jun 30, 2024 |
AZZAD ASSET MANAGEMENT INC /ADV | 0.00% | 0.03% | 908 | 908 | 100.00% | 244,736 | Jun 30, 2024 |
GRAYPOINT LLC | 0.00% | 0.02% | 897 | 897 | 100.00% | 241,903 | Jun 30, 2024 |
STANLEY-LAMAN GROUP, LTD. | 0.00% | 0.03% | 841 | 841 | 100.00% | 226,692 | Jun 30, 2024 |
MALAGA COVE CAPITAL, LLC | 0.00% | 0.09% | 829 | 829 | 100.00% | 223,457 | Jun 30, 2024 |
BIONDO INVESTMENT ADVISORS, LLC | 0.00% | 0.03% | 827 | 827 | 100.00% | 222,918 | Jun 30, 2024 |
BRISTLECONE ADVISORS, LLC | 0.00% | 0.02% | 800 | 800 | 100.00% | 215,640 | Jun 30, 2024 |
FORUM FINANCIAL MANAGEMENT, LP | 0.00% | 0.00% | 797 | 797 | 100.00% | 214,832 | Jun 30, 2024 |
WATERLOO CAPITAL, L.P. | 0.00% | 0.03% | 796 | 796 | 100.00% | 214,661 | Jun 30, 2024 |
180 WEALTH ADVISORS, LLC | 0.00% | 0.04% | 788 | 788 | 100.00% | 216,771 | Jun 30, 2024 |
COLONIAL RIVER WEALTH MANAGEMENT, LLC | 0.00% | 0.11% | 780 | 780 | 100.00% | 210,249 | Jun 30, 2024 |
CREEKMUR ASSET MANAGEMENT LLC | 0.00% | 0.05% | 769 | 769 | 100.00% | 207,284 | Jun 30, 2024 |
KLINGENSTEIN FIELDS & CO LP | 0.00% | 0.01% | 763 | 763 | 100.00% | 205,667 | Jun 30, 2024 |
WELLINGTON WEALTH STRATEGIES, LLC. | 0.00% | 0.86% | 759 | 759 | 100.00% | 204,477 | Jun 30, 2024 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 0.00% | 0.01% | 756 | 756 | 100.00% | 204,000 | Jun 30, 2024 |
LESTER MURRAY ANTMAN DBA SIMPLYRICH | 0.00% | 0.06% | 751 | 751 | 100.00% | 202,000 | Jun 30, 2024 |
MGO PRIVATE WEALTH, LLC | 0.00% | 0.13% | 749 | 749 | 100.00% | 201,893 | Jun 30, 2024 |
CLARET ASSET MANAGEMENT CORP | 0.00% | 0.04% | 745 | 745 | 100.00% | 201,000 | Jun 30, 2024 |
CONNING INC. | 0.00% | 0.01% | 744 | 744 | 100.00% | 200,545 | Jun 30, 2024 |
HBK SORCE ADVISORY LLC | 0.00% | 0.01% | 743 | 743 | 100.00% | 200,276 | Jun 30, 2024 |
0.00% | 0.07% | 443 | 443 | 100.00% | 119,411 | Jun 30, 2024 | |
SIMPLEX TRADING, LLC | 0.00% | - | 229 | 229 | 100.00% | 61,000 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.03% | 207 | 207 | 100.00% | 55,742 | Jun 30, 2024 |
KINGS PATH PARTNERS LLC | 0.00% | 0.02% | 171 | 171 | 100.00% | 46,093 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 86 | 86 | 100.00% | 23,181 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.02% | 83 | 83 | 100.00% | 22,282 | Jun 30, 2024 |
FAMILY FIRM, INC. | - | 0.00% | 60 | 60 | 100.00% | 16,052 | Jun 30, 2024 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.00% | 53 | 53 | 100.00% | 14,286 | Jun 30, 2024 |
EDGEROCK CAPITAL LLC | - | 0.01% | 30 | 30 | 100.00% | 8,086 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 19 | 19 | 100.00% | 5,121 | Jun 30, 2024 |
ANFIELD CAPITAL MANAGEMENT, LLC | - | 0.00% | 12 | 12 | 100.00% | 3,235 | Jun 30, 2024 |
FAIRWAY WEALTH LLC | - | 0.00% | 12 | 12 | 100.00% | 3,235 | Jun 30, 2024 |
CULTIVAR CAPITAL, INC. | - | 0.00% | 12 | 12 | 100.00% | 3,235 | Jun 30, 2024 |
TUCKER ASSET MANAGEMENT LLC | - | 0.00% | 9 | 9 | 100.00% | 2,426 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 8 | 8 | 100.00% | 2,156 | Jun 30, 2024 |
CAPITAL ANALYSTS, LLC | - | - | 5 | 5 | 100.00% | 1,000 | Jun 30, 2024 |
STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 2 | 2 | 100.00% | 1,000 | Jun 30, 2024 |
RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 1 | 1 | 100.00% | 270 | Jun 30, 2024 |
SCARBOROUGH ADVISORS, LLC | - | 0.00% | 1 | 1 | 100.00% | 270 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 1 | 1 | 100.00% | 270 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TWINBEECH CAPITAL LP | - | - | - | -195,071 | -100.00% | - | Jun 30, 2024 |
SRB CORP | - | - | - | -174,575 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -87,718 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -55,622 | -100.00% | - | Jun 30, 2024 |
GLOBAL ASSETS ADVISORY, LLC | - | - | - | -49,131 | -100.00% | - | Jun 30, 2024 |
VARMA MUTUAL PENSION INSURANCE CO | - | - | - | -39,766 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -26,600 | -100.00% | - | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | - | - | - | -23,700 | -100.00% | - | Jun 30, 2024 |
FORA CAPITAL, LLC | - | - | - | -23,374 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -21,245 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -20,619 | -100.00% | - | Jun 30, 2024 |
LECAP ASSET MANAGEMENT LTD | - | - | - | -20,354 | -100.00% | - | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -20,335 | -100.00% | - | Jun 30, 2024 |
CRESTLINE MANAGEMENT, LP | - | - | - | -18,163 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -17,498 | -100.00% | - | Jun 30, 2024 |
SMI ADVISORY SERVICES, LLC | - | - | - | -16,975 | -100.00% | - | Jun 30, 2024 |
MAGNETAR FINANCIAL LLC | - | - | - | -15,512 | -100.00% | - | Jun 30, 2024 |
SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -15,280 | -100.00% | - | Jun 30, 2024 |
HSBC HOLDINGS PLC | - | - | - | -14,000 | -100.00% | - | Jun 30, 2024 |
PEAK FINANCIAL ADVISORS LLC | - | - | - | -11,666 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -10,500 | -100.00% | - | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | - | -9,925 | -100.00% | - | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | - | - | - | -9,334 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -8,472 | -100.00% | - | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | - | - | - | -7,981 | -100.00% | - | Jun 30, 2024 |
ISAM FUNDS (UK) LTD | - | - | - | -7,917 | -100.00% | - | Jun 30, 2024 |
VINLAND CAPITAL MANAGEMENT GESTORA DE RECURSOS LTDA. | - | - | - | -6,096 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -5,848 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -5,768 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -5,577 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | - | - | - | -4,729 | -100.00% | - | Jun 30, 2024 |
ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -4,251 | -100.00% | - | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | - | - | - | -4,101 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -3,700 | -100.00% | - | Jun 30, 2024 |
WOLVERINE TRADING, LLC | - | - | - | -3,600 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -3,327 | -100.00% | - | Jun 30, 2024 |
EVOKE WEALTH, LLC | - | - | - | -3,228 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -3,046 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -2,908 | -100.00% | - | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | - | - | - | -2,626 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -2,460 | -100.00% | - | Jun 30, 2024 |
DYNAMIC ADVISOR SOLUTIONS LLC | - | - | - | -2,256 | -100.00% | - | Jun 30, 2024 |
PEARL RIVER CAPITAL, LLC | - | - | - | -2,249 | -100.00% | - | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | - | - | - | -2,162 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -2,101 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -1,693 | -100.00% | - | Jun 30, 2024 |
OAK THISTLE LLC | - | - | - | -1,637 | -100.00% | - | Jun 30, 2024 |
FDX ADVISORS, INC. | - | - | - | -1,485 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -1,394 | -100.00% | - | Jun 30, 2024 |
WEDBUSH SECURITIES INC | - | - | - | -1,315 | -100.00% | - | Jun 30, 2024 |
KINNERET ADVISORY, LLC | - | - | - | -1,287 | -100.00% | - | Jun 30, 2024 |
NORTHROCK PARTNERS, LLC | - | - | - | -1,249 | -100.00% | - | Jun 30, 2024 |
NOMURA HOLDINGS INC | - | - | - | -1,240 | -100.00% | - | Jun 30, 2024 |
EHP FUNDS INC. | - | - | - | -1,200 | -100.00% | - | Jun 30, 2024 |
BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -1,174 | -100.00% | - | Jun 30, 2024 |
FOUNDRY PARTNERS, LLC | - | - | - | -1,140 | -100.00% | - | Jun 30, 2024 |
UNIVEST FINANCIAL CORP | - | - | - | -1,079 | -100.00% | - | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -1,019 | -100.00% | - | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -1,010 | -100.00% | - | Jun 30, 2024 |
MQS MANAGEMENT LLC | - | - | - | -960 | -100.00% | - | Jun 30, 2024 |
STEVENS CAPITAL MANAGEMENT LP | - | - | - | -959 | -100.00% | - | Jun 30, 2024 |
LMR PARTNERS LLP | - | - | - | -891 | -100.00% | - | Jun 30, 2024 |
BRAUN-BOSTICH & ASSOCIATES INC. | - | - | - | -869 | -100.00% | - | Jun 30, 2024 |
FIRST TRUST INVESTMENT SOLUTIONS L.P. | - | - | - | -868 | -100.00% | - | Jun 30, 2024 |
PARADIGM ASSET MANAGEMENT CO LLC | - | - | - | -550 | -100.00% | - | Jun 30, 2024 |
QUARRY LP | - | - | - | -388 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
TRUST CO | - | - | - | -140 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -122 | -100.00% | - | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -82 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
VALLEY NATIONAL ADVISERS INC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP. | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
OPTIVER HOLDING B.V. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
DELTA ASSET MANAGEMENT LLC/TN | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
FIRST PREMIER BANK | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Verisk Analytics Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Manager Directed Portfolios | 5.22% | 855,000 | - | - | Jan 31, 2024 |
Manager Directed Portfolios | 4.24% | 694,000 | - | - | Jan 31, 2024 |
YCG Funds | 1.91% | 85,668 | - | - | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.73% | 900,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
MFS SERIES TRUST II | 0.86% | 2,710,843 | -271,051 | -9.09% | Feb 29, 2024 |
SARATOGA ADVANTAGE TRUST | 0.81% | 50,000 | - | - | Feb 29, 2024 |
VOYAGEUR MUTUAL FUNDS III | 0.79% | 7,786 | -185 | -2.32% | Jan 31, 2024 |
Transparent Value Trust | 0.57% | 9,082 | 4,106 | 82.52% | Dec 31, 2023 |
BlackRock Unconstrained Equity Fund | 0.50% | 93,810 | 24,706 | 35.75% | Jan 31, 2024 |
MFS SERIES TRUST IV | 0.41% | 1,398,413 | -174,151 | -11.07% | Feb 29, 2024 |
Jensen Quality Growth Fund Inc | 0.40% | 725,000 | - | - | Feb 29, 2024 |
AMERICAN CENTURY GROWTH FUNDS, INC. | 0.38% | 59,457 | - | - | Jan 31, 2024 |
Federated Hermes ETF Trust | 0.32% | 254,000 | - | - | Jan 31, 2024 |
SEI Exchange Traded Funds | 0.32% | 4,543 | 3,543 | 354.30% | Dec 31, 2023 |
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.32% | 14,000,000 | - | - | Jan 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.31% | 220,000 | - | - | Sep 30, 2023 |
Voya VARIABLE PRODUCTS TRUST | 0.30% | 109,318 | -3,605 | -3.19% | Mar 31, 2024 |
Ultimus Managers Trust | 0.30% | 3,495,000 | - | - | Feb 29, 2024 |
PARNASSUS INCOME FUNDS | 0.29% | 1,681,702 | - | - | Mar 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.28% | 97,200 | -4,500 | -4.42% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.24% | 125,000 | - | - | Mar 31, 2024 |
MFS INTERMEDIATE INCOME TRUST | 0.24% | 850,000 | - | - | Jan 31, 2024 |
BNY MELLON APPRECIATION FUND, INC. | 0.24% | 54,040 | -435 | -0.80% | Mar 31, 2024 |
T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.23% | 384,471 | - | - | Mar 31, 2024 |
Natixis ETF Trust II | 0.21% | 3,792 | - | - | Mar 31, 2024 |
FIDELITY MAGELLAN FUND | 0.20% | 1,615,025 | 271,442 | 20.20% | Mar 31, 2024 |
MFS SERIES TRUST VIII | 0.20% | 8,999,000 | - | - | Jan 31, 2024 |
MFS INTERMEDIATE INCOME TRUST | 0.20% | 716,000 | - | - | Jan 31, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.20% | 8,080,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.19% | 100,251 | - | - | Mar 31, 2024 |
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.19% | 16,325,000 | - | - | Mar 28, 2024 |
NICHOLAS II, INC | 0.19% | 88,843 | -6,912 | -7.22% | Dec 31, 2023 |
INVESCO QQQ TRUST, SERIES 1 | 0.17% | 2,687,783 | 35,970 | 1.36% | Mar 31, 2024 |
FEDERATED HERMES INSURANCE SERIES | 0.16% | 710,000 | - | - | Mar 31, 2024 |
Siren ETF Trust | 0.16% | 5,851 | 280 | 5.03% | Mar 31, 2024 |
PGIM ETF TRUST | 0.15% | 10,000,000 | - | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND IV | 0.14% | 33,214,000 | 4,634,000 | 16.21% | Jan 31, 2024 |
BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.14% | 1,000,000 | - | - | Feb 29, 2024 |
COPLEY FUND INC /NV/ | 0.13% | 1,799 | - | - | Nov 30, 2022 |
JOHN HANCOCK INVESTMENT TRUST II | 0.13% | 54,857 | - | - | Jan 31, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.12% | 46,792 | - | - | Mar 31, 2024 |
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.12% | 871,206 | -75,000 | -7.93% | Mar 31, 2024 |
AB CORE OPPORTUNITIES FUND, INC. | 0.12% | 6,110 | - | - | Feb 29, 2024 |
Ivy Variable Insurance Portfolios | 0.12% | 2,660,000 | - | - | Mar 28, 2024 |
PIONEER BOND FUND /DE/ | 0.11% | 6,576,000 | - | - | Mar 28, 2024 |
Brown Advisory Funds | 0.11% | 3,950,000 | - | - | Mar 31, 2024 |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.10% | 88,229 | - | - | Jan 31, 2024 |
MFS SERIES TRUST VII | 0.09% | 14,635 | -118 | -0.80% | Jan 31, 2024 |
Federated Hermes Total Return Series, Inc. | 0.09% | 10,985,000 | 8,000,000 | 268.01% | Feb 29, 2024 |
T. Rowe Price Growth Stock Fund, Inc. | 0.08% | 513,587 | - | - | Mar 31, 2024 |
MFS SERIES TRUST V | 0.08% | 5,062,000 | - | - | Mar 31, 2024 |
MASSACHUSETTS INVESTORS GROWTH STOCK FUND | 0.08% | 187,064 | -4,621 | -2.41% | Feb 29, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.08% | 7,281 | -900 | -11.00% | Feb 29, 2024 |
SEI Catholic Values Trust | 0.08% | 202,000 | - | - | Feb 29, 2024 |
AB LARGE CAP GROWTH FUND INC | 0.07% | 945,157 | 308,297 | 48.41% | Jan 31, 2024 |
Voya Global Advantage & Premium Opportunity Fund | 0.07% | 4,451 | - | - | Feb 29, 2024 |
T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.07% | 129,600 | - | - | Mar 31, 2024 |
FIDELITY TREND FUND | 0.07% | 42,002 | - | - | Mar 31, 2024 |
Federated Hermes Total Return Series, Inc. | 0.06% | 8,100,000 | - | - | Feb 29, 2024 |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.06% | 13,086 | - | - | Feb 29, 2024 |
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.06% | 126,057 | - | - | Feb 29, 2024 |
DEUTSCHE DWS VARIABLE SERIES I | 0.06% | 21,857 | -9,054 | -29.29% | Mar 31, 2024 |
VIRTUS EQUITY TRUST | 0.06% | 500,000 | - | - | Mar 28, 2024 |
VANGUARD FIXED INCOME SECURITIES FUNDS | 0.06% | 113,316,000 | - | - | Jan 31, 2024 |
MFS VARIABLE INSURANCE TRUST | 0.06% | 1,857,000 | - | - | Mar 31, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.06% | 3,080,000 | - | - | Mar 31, 2024 |
Impact Shares Trust I | 0.06% | 624 | 238 | 61.66% | Mar 31, 2024 |
TARGET PORTFOLIO TRUST | 0.06% | 1,185,000 | - | - | Jan 31, 2024 |
SCHRODER GLOBAL SERIES TRUST | 0.05% | 108 | -1,372 | -92.70% | Jan 31, 2021 |
LORD ASSET MANAGEMENT TRUST | 0.05% | 1,875 | 825 | 78.57% | Oct 31, 2022 |
Voya EQUITY TRUST | 0.05% | 73,648 | -2,943 | -3.84% | Feb 29, 2024 |
FRANKLIN STRATEGIC SERIES | 0.05% | 422,799 | 50,000 | 13.41% | Jan 31, 2024 |
Absolute Shares Trust | 0.05% | 18,916 | 196 | 1.05% | Mar 31, 2024 |
NUVEEN INVESTMENT FUNDS INC | 0.05% | 1,635,000 | - | - | Jan 31, 2024 |
MFS VARIABLE INSURANCE TRUST | 0.05% | 1,422,000 | - | - | Mar 31, 2024 |
T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.05% | 698,800 | -14,500 | -2.03% | Mar 31, 2024 |
Federated Hermes Global Allocation Fund | 0.05% | 450,000 | - | - | Feb 29, 2024 |
FENIMORE ASSET MANAGEMENT TRUST | 0.05% | 56,320 | 42,920 | 320.30% | Dec 31, 2023 |
MFS SERIES TRUST V | 0.05% | 2,750,000 | - | - | Mar 31, 2024 |
SPDR S&P 500 ETF TRUST | 0.05% | 1,764,053 | -37,582 | -2.09% | Mar 31, 2024 |
Index Funds | 0.04% | 375 | -7 | -1.83% | Mar 31, 2024 |
VIRTUS VARIABLE INSURANCE TRUST | 0.04% | 70,000 | - | - | Mar 28, 2024 |
REYNOLDS FUNDS INC | 0.04% | 500 | - | - | Mar 31, 2024 |
Copeland Trust | 0.04% | 2,315 | - | - | Feb 29, 2024 |
Nuveen Core Equity Alpha Fund | 0.04% | 2,791 | - | - | Mar 31, 2024 |
OLD WESTBURY FUNDS INC | 0.04% | 4,985,000 | - | - | Jan 31, 2024 |
MFS SERIES TRUST IX | 0.04% | 8,415,000 | - | - | Jan 31, 2024 |
Eaton Vance Tax-Managed Buy-Write Income Fund | 0.04% | 1,172 | - | - | Mar 31, 2024 |
PARNASSUS FUNDS | 0.04% | 54,962 | -43,618 | -44.25% | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.04% | 100,000 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENT TRUST | 0.04% | 108,331 | -18,189 | -14.38% | Mar 31, 2024 |
Engine No. 1 ETF Trust | 0.04% | 2,091 | -51 | -2.38% | Jan 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS 2 | 0.03% | 7,326,000 | - | - | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.03% | 1,042,180 | -15,235 | -1.44% | Mar 31, 2024 |
VIRTUS EQUITY TRUST | 0.03% | 277,622 | 21,664 | 8.46% | Mar 28, 2024 |
Federated Hermes MDT Series | 0.03% | 82,844 | 1,911 | 2.36% | Jan 31, 2024 |
HARBOR FUNDS | 0.03% | 765,000 | 470,000 | 159.32% | Jan 31, 2024 |
VANGUARD INDEX FUNDS | 0.03% | 13,811,839 | -51,738 | -0.37% | Mar 31, 2024 |
MASTER ADVANTAGE SMID CAP LLC | 0.03% | 4,010 | - | - | Dec 31, 2020 |
Verisk Analytics Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 694 | -25.85% |
31 Mar, 24 | 936 | 3.20% |
31 Dec, 23 | 907 | 3.42% |
30 Sep, 23 | 877 | 1.15% |
30 Jun, 23 | 867 | 9.06% |
31 Mar, 23 | 795 | 0.25% |
31 Dec, 22 | 793 | 2.32% |
30 Sep, 22 | 775 | 0.39% |
30 Jun, 22 | 772 | -2.28% |
31 Mar, 22 | 790 | -5.73% |
31 Dec, 21 | 838 | 9.54% |
30 Sep, 21 | 765 | -0.65% |
30 Jun, 21 | 770 | 0.13% |
31 Mar, 21 | 769 | -3.27% |
31 Dec, 20 | 795 | 7.00% |
30 Sep, 20 | 743 | 4.21% |
30 Jun, 20 | 713 | 9.02% |
31 Mar, 20 | 654 | -4.25% |
31 Dec, 19 | 683 | -1.44% |
30 Sep, 19 | 693 | 5.16% |
30 Jun, 19 | 659 | 6.81% |
31 Mar, 19 | 617 | 2.49% |
31 Dec, 18 | 602 | 4.15% |
30 Sep, 18 | 578 | 4.33% |
30 Jun, 18 | 554 | 1.28% |
31 Mar, 18 | 547 | 3.60% |
31 Dec, 17 | 528 | 10.92% |
30 Sep, 17 | 476 | -2.66% |
30 Jun, 17 | 489 | -1.61% |
31 Mar, 17 | 497 | -3.31% |
31 Dec, 16 | 514 | 7.98% |
30 Sep, 16 | 476 | -0.21% |
30 Jun, 16 | 477 | 0.63% |
31 Mar, 16 | 474 | 0.85% |
31 Dec, 15 | 470 | 9.05% |
30 Sep, 15 | 431 | 3.36% |
30 Jun, 15 | 417 | 6.65% |
31 Mar, 15 | 391 | 8.61% |
31 Dec, 14 | 360 | 3.75% |
30 Sep, 14 | 347 | -0.86% |
30 Jun, 14 | 350 | 6.06% |
31 Mar, 14 | 330 | -0.60% |
31 Dec, 13 | 332 | 0.61% |
30 Sep, 13 | 330 | 3.13% |
30 Jun, 13 | 320 | 130.22% |
31 Mar, 13 | 139 | 10.32% |
31 Dec, 12 | 126 | 0.80% |
30 Sep, 12 | 125 | -5.30% |
30 Jun, 12 | 132 | 10.92% |
31 Mar, 12 | 119 | 13.33% |
31 Dec, 11 | 105 | 22.09% |
30 Sep, 11 | 86 | 17.81% |
30 Jun, 11 | 73 | -8.75% |
31 Mar, 11 | 80 | 17.65% |
31 Dec, 10 | 68 | 4.62% |
30 Sep, 10 | 65 | 10.17% |
30 Jun, 10 | 59 | 20.41% |
31 Mar, 10 | 49 | -9.26% |
31 Dec, 09 | 54 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 68,374,625 | -45.86% |
31 Mar, 24 | 126,289,521 | -2.27% |
31 Dec, 23 | 129,220,108 | -0.56% |
30 Sep, 23 | 129,943,732 | -1.07% |
30 Jun, 23 | 131,355,413 | -4.31% |
31 Mar, 23 | 137,270,574 | -1.85% |
31 Dec, 22 | 139,856,158 | -1.42% |
30 Sep, 22 | 141,865,394 | -0.44% |
30 Jun, 22 | 142,495,472 | -1.34% |
31 Mar, 22 | 144,436,150 | -0.43% |
31 Dec, 21 | 145,058,309 | -1.12% |
30 Sep, 21 | 146,703,320 | 2.46% |
30 Jun, 21 | 143,177,273 | -1.86% |
31 Mar, 21 | 145,894,949 | -0.08% |
31 Dec, 20 | 146,017,106 | 0.68% |
30 Sep, 20 | 145,028,602 | -0.06% |
30 Jun, 20 | 145,114,905 | -0.26% |
31 Mar, 20 | 145,493,954 | -0.38% |
31 Dec, 19 | 146,047,454 | -2.02% |
30 Sep, 19 | 149,058,302 | -1.15% |
30 Jun, 19 | 150,799,187 | -2.28% |
31 Mar, 19 | 154,310,180 | 1.71% |
31 Dec, 18 | 151,712,535 | -1.77% |
30 Sep, 18 | 154,440,477 | 0.66% |
30 Jun, 18 | 153,434,584 | 0.04% |
31 Mar, 18 | 153,370,977 | 0.59% |
31 Dec, 17 | 152,470,309 | -1.18% |
30 Sep, 17 | 154,287,523 | -0.30% |
30 Jun, 17 | 154,753,765 | 0.86% |
31 Mar, 17 | 153,436,116 | -0.44% |
31 Dec, 16 | 154,106,651 | -1.52% |
30 Sep, 16 | 156,481,994 | 0.98% |
30 Jun, 16 | 154,969,469 | -3.02% |
31 Mar, 16 | 159,790,730 | -3.09% |
31 Dec, 15 | 164,892,542 | 6.47% |
30 Sep, 15 | 154,878,335 | -0.69% |
30 Jun, 15 | 155,954,238 | 7.00% |
31 Mar, 15 | 145,746,223 | -1.58% |
31 Dec, 14 | 148,091,218 | 0.51% |
30 Sep, 14 | 147,343,169 | -0.91% |
30 Jun, 14 | 148,695,078 | 0.19% |
31 Mar, 14 | 148,418,915 | -0.50% |
31 Dec, 13 | 149,162,286 | 2.88% |
30 Sep, 13 | 144,991,978 | 1.60% |
30 Jun, 13 | 142,715,404 | 131.20% |
31 Mar, 13 | 61,729,233 | -71.92% |
31 Dec, 12 | 219,811,849 | 334.71% |
30 Sep, 12 | 50,565,192 | -7.09% |
30 Jun, 12 | 54,421,197 | -3.43% |
31 Mar, 12 | 56,351,627 | 25.71% |
31 Dec, 11 | 44,826,065 | 7.08% |
30 Sep, 11 | 41,863,396 | -22.89% |
30 Jun, 11 | 54,290,906 | 15.12% |
31 Mar, 11 | 47,158,468 | 27.52% |
31 Dec, 10 | 36,981,852 | -4.22% |
30 Sep, 10 | 38,612,048 | 0.96% |
30 Jun, 10 | 38,245,724 | 6.85% |
31 Mar, 10 | 35,793,276 | -20.96% |
31 Dec, 09 | 45,284,031 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 47.71% | 0.64% |
31 Mar, 24 | 86.13% | 1.08% |
31 Dec, 23 | 89.11% | 1.11% |
30 Sep, 23 | 89.72% | 1.20% |
30 Jun, 23 | 86.40% | 1.06% |
31 Mar, 23 | 90.29% | 1.12% |
31 Dec, 22 | 89.64% | 1.10% |
30 Sep, 22 | 90.39% | 1.11% |
30 Jun, 22 | 90.20% | 1.12% |
31 Mar, 22 | 89.89% | 1.12% |
31 Dec, 21 | 89.63% | 1.08% |
30 Sep, 21 | 90.91% | 1.16% |
30 Jun, 21 | 88.38% | 1.10% |
31 Mar, 21 | 89.70% | 1.11% |
31 Dec, 20 | 89.78% | 1.13% |
30 Sep, 20 | 89.25% | 1.12% |
30 Jun, 20 | 89.37% | 1.12% |
31 Mar, 20 | 89.32% | 1.12% |
31 Dec, 19 | 89.44% | 1.08% |
30 Sep, 19 | 91.12% | 1.07% |
30 Jun, 19 | 92.09% | 1.03% |
31 Mar, 19 | 94.36% | 1.11% |
31 Dec, 18 | 92.31% | 1.05% |
30 Sep, 18 | 93.70% | 1.08% |
30 Jun, 18 | 92.98% | 1.08% |
31 Mar, 18 | 92.93% | 1.08% |
31 Dec, 17 | 92.56% | 1.05% |
30 Sep, 17 | 93.75% | 1.06% |
30 Jun, 17 | 93.83% | 1.10% |
31 Mar, 17 | 92.19% | 1.09% |
31 Dec, 16 | 92.08% | 1.07% |
30 Sep, 16 | 92.66% | 1.09% |
30 Jun, 16 | 92.08% | 1.02% |
31 Mar, 16 | 94.86% | 0.95% |
31 Dec, 15 | 99.88% | 1.19% |
30 Sep, 15 | 91.79% | 1.02% |
30 Jun, 15 | 95.01% | 1.12% |
31 Mar, 15 | 92.19% | 1.05% |
31 Dec, 14 | 93.68% | 1.19% |
30 Sep, 14 | 88.66% | 1.11% |
30 Jun, 14 | 89.39% | 1.13% |
31 Mar, 14 | 88.88% | 1.11% |
31 Dec, 13 | 89.33% | 1.20% |
30 Sep, 13 | 86.28% | 1.20% |
30 Jun, 13 | 84.88% | 6.29% |
31 Mar, 13 | 36.73% | 0.21% |
31 Dec, 12 | 130.78% | 14.09% |
30 Sep, 12 | 30.46% | 2.83% |
30 Jun, 12 | 32.79% | 2.81% |
31 Mar, 12 | 34.19% | 4.69% |
31 Dec, 11 | 27.00% | 4.15% |
30 Sep, 11 | 25.50% | 2.41% |
30 Jun, 11 | 32.52% | 4.18% |
31 Mar, 11 | 27.90% | 5.83% |
31 Dec, 10 | 21.88% | 4.69% |
30 Sep, 10 | 21.61% | 4.81% |
30 Jun, 10 | 21.19% | 5.36% |
31 Mar, 10 | 19.88% | 2.96% |
31 Dec, 09 | 25.91% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 319 | -26.50% |
31 Mar, 24 | 434 | 2.36% |
31 Dec, 23 | 424 | 11.29% |
30 Sep, 23 | 381 | 0.79% |
30 Jun, 23 | 378 | 0.80% |
31 Mar, 23 | 375 | 3.88% |
31 Dec, 22 | 361 | 2.85% |
30 Sep, 22 | 351 | 2.93% |
30 Jun, 22 | 341 | -2.29% |
31 Mar, 22 | 349 | -19.77% |
31 Dec, 21 | 435 | 19.51% |
30 Sep, 21 | 364 | 2.82% |
30 Jun, 21 | 354 | -12.16% |
31 Mar, 21 | 403 | -5.18% |
31 Dec, 20 | 425 | 15.49% |
30 Sep, 20 | 368 | -2.65% |
30 Jun, 20 | 378 | 36.96% |
31 Mar, 20 | 276 | -15.08% |
31 Dec, 19 | 325 | 2.85% |
30 Sep, 19 | 316 | -3.36% |
30 Jun, 19 | 327 | 0.62% |
31 Mar, 19 | 325 | 5.52% |
31 Dec, 18 | 308 | 5.12% |
30 Sep, 18 | 293 | 11.83% |
30 Jun, 18 | 262 | 6.94% |
31 Mar, 18 | 245 | -3.16% |
31 Dec, 17 | 253 | 21.63% |
30 Sep, 17 | 208 | -10.34% |
30 Jun, 17 | 232 | 9.43% |
31 Mar, 17 | 212 | -22.34% |
31 Dec, 16 | 273 | 27.57% |
30 Sep, 16 | 214 | 6.47% |
30 Jun, 16 | 201 | -2.90% |
31 Mar, 16 | 207 | -20.99% |
31 Dec, 15 | 262 | 9.62% |
30 Sep, 15 | 239 | 3.91% |
30 Jun, 15 | 230 | 12.20% |
31 Mar, 15 | 205 | 6.22% |
31 Dec, 14 | 193 | 24.52% |
30 Sep, 14 | 155 | -18.85% |
30 Jun, 14 | 191 | 11.05% |
31 Mar, 14 | 172 | 0.58% |
31 Dec, 13 | 171 | 6.21% |
30 Sep, 13 | 161 | -38.08% |
30 Jun, 13 | 260 | 237.66% |
31 Mar, 13 | 77 | 1.32% |
31 Dec, 12 | 76 | 2.70% |
30 Sep, 12 | 74 | -2.63% |
30 Jun, 12 | 76 | 1.33% |
31 Mar, 12 | 75 | 2.74% |
31 Dec, 11 | 73 | 25.86% |
30 Sep, 11 | 58 | 20.83% |
30 Jun, 11 | 48 | -5.88% |
31 Mar, 11 | 51 | 6.25% |
31 Dec, 10 | 48 | 6.67% |
30 Sep, 10 | 45 | 15.38% |
30 Jun, 10 | 39 | 25.81% |
31 Mar, 10 | 31 | -41.51% |
31 Dec, 09 | 53 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 263 | -24.21% |
31 Mar, 24 | 347 | 0.58% |
31 Dec, 23 | 345 | 0.29% |
30 Sep, 23 | 344 | -5.23% |
30 Jun, 23 | 363 | 29.18% |
31 Mar, 23 | 281 | -8.17% |
31 Dec, 22 | 306 | 8.51% |
30 Sep, 22 | 282 | -11.60% |
30 Jun, 22 | 319 | 5.28% |
31 Mar, 22 | 303 | 17.90% |
31 Dec, 21 | 257 | 0.39% |
30 Sep, 21 | 256 | -6.91% |
30 Jun, 21 | 275 | 10.44% |
31 Mar, 21 | 249 | 0.40% |
31 Dec, 20 | 248 | 6.44% |
30 Sep, 20 | 233 | 3.10% |
30 Jun, 20 | 226 | -16.91% |
31 Mar, 20 | 272 | 12.86% |
31 Dec, 19 | 241 | -3.60% |
30 Sep, 19 | 250 | 5.04% |
30 Jun, 19 | 238 | 24.61% |
31 Mar, 19 | 191 | -4.50% |
31 Dec, 18 | 200 | - |
30 Sep, 18 | 200 | 4.17% |
30 Jun, 18 | 192 | -7.69% |
31 Mar, 18 | 208 | 10.05% |
31 Dec, 17 | 189 | 5.59% |
30 Sep, 17 | 179 | -2.19% |
30 Jun, 17 | 183 | -12.86% |
31 Mar, 17 | 210 | 32.91% |
31 Dec, 16 | 158 | -9.20% |
30 Sep, 16 | 174 | -7.45% |
30 Jun, 16 | 188 | -4.57% |
31 Mar, 16 | 197 | 31.33% |
31 Dec, 15 | 150 | 19.05% |
30 Sep, 15 | 126 | 3.28% |
30 Jun, 15 | 122 | 0.83% |
31 Mar, 15 | 121 | 16.35% |
31 Dec, 14 | 104 | -16.13% |
30 Sep, 14 | 124 | 14.81% |
30 Jun, 14 | 108 | 3.85% |
31 Mar, 14 | 104 | -7.96% |
31 Dec, 13 | 113 | -2.59% |
30 Sep, 13 | 116 | 176.19% |
30 Jun, 13 | 42 | -10.64% |
31 Mar, 13 | 47 | 30.56% |
31 Dec, 12 | 36 | -2.70% |
30 Sep, 12 | 37 | 5.71% |
30 Jun, 12 | 35 | 6.06% |
31 Mar, 12 | 33 | 50.00% |
31 Dec, 11 | 22 | 22.22% |
30 Sep, 11 | 18 | 12.50% |
30 Jun, 11 | 16 | - |
31 Mar, 11 | 16 | 45.45% |
31 Dec, 10 | 11 | -21.43% |
30 Sep, 10 | 14 | -12.50% |
30 Jun, 10 | 16 | 77.78% |
31 Mar, 10 | 9 | - |
31 Dec, 09 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 694 | -25.85% | 68,374,625 | -45.86% | 47.71% | 0.64% | 319 | -26.50% | 263 | -24.21% |
31 Mar, 24 | 936 | 3.20% | 126,289,521 | -2.27% | 86.13% | 1.08% | 434 | 2.36% | 347 | 0.58% |
31 Dec, 23 | 907 | 3.42% | 129,220,108 | -0.56% | 89.11% | 1.11% | 424 | 11.29% | 345 | 0.29% |
30 Sep, 23 | 877 | 1.15% | 129,943,732 | -1.07% | 89.72% | 1.20% | 381 | 0.79% | 344 | -5.23% |
30 Jun, 23 | 867 | 9.06% | 131,355,413 | -4.31% | 86.40% | 1.06% | 378 | 0.80% | 363 | 29.18% |
31 Mar, 23 | 795 | 0.25% | 137,270,574 | -1.85% | 90.29% | 1.12% | 375 | 3.88% | 281 | -8.17% |
31 Dec, 22 | 793 | 2.32% | 139,856,158 | -1.42% | 89.64% | 1.10% | 361 | 2.85% | 306 | 8.51% |
30 Sep, 22 | 775 | 0.39% | 141,865,394 | -0.44% | 90.39% | 1.11% | 351 | 2.93% | 282 | -11.60% |
30 Jun, 22 | 772 | -2.28% | 142,495,472 | -1.34% | 90.20% | 1.12% | 341 | -2.29% | 319 | 5.28% |
31 Mar, 22 | 790 | -5.73% | 144,436,150 | -0.43% | 89.89% | 1.12% | 349 | -19.77% | 303 | 17.90% |
31 Dec, 21 | 838 | 9.54% | 145,058,309 | -1.12% | 89.63% | 1.08% | 435 | 19.51% | 257 | 0.39% |
30 Sep, 21 | 765 | -0.65% | 146,703,320 | 2.46% | 90.91% | 1.16% | 364 | 2.82% | 256 | -6.91% |
30 Jun, 21 | 770 | 0.13% | 143,177,273 | -1.86% | 88.38% | 1.10% | 354 | -12.16% | 275 | 10.44% |
31 Mar, 21 | 769 | -3.27% | 145,894,949 | -0.08% | 89.70% | 1.11% | 403 | -5.18% | 249 | 0.40% |
31 Dec, 20 | 795 | 7.00% | 146,017,106 | 0.68% | 89.78% | 1.13% | 425 | 15.49% | 248 | 6.44% |
30 Sep, 20 | 743 | 4.21% | 145,028,602 | -0.06% | 89.25% | 1.12% | 368 | -2.65% | 233 | 3.10% |
30 Jun, 20 | 713 | 9.02% | 145,114,905 | -0.26% | 89.37% | 1.12% | 378 | 36.96% | 226 | -16.91% |
31 Mar, 20 | 654 | -4.25% | 145,493,954 | -0.38% | 89.32% | 1.12% | 276 | -15.08% | 272 | 12.86% |
31 Dec, 19 | 683 | -1.44% | 146,047,454 | -2.02% | 89.44% | 1.08% | 325 | 2.85% | 241 | -3.60% |
30 Sep, 19 | 693 | 5.16% | 149,058,302 | -1.15% | 91.12% | 1.07% | 316 | -3.36% | 250 | 5.04% |
30 Jun, 19 | 659 | 6.81% | 150,799,187 | -2.28% | 92.09% | 1.03% | 327 | 0.62% | 238 | 24.61% |
31 Mar, 19 | 617 | 2.49% | 154,310,180 | 1.71% | 94.36% | 1.11% | 325 | 5.52% | 191 | -4.50% |
31 Dec, 18 | 602 | 4.15% | 151,712,535 | -1.77% | 92.31% | 1.05% | 308 | 5.12% | 200 | - |
30 Sep, 18 | 578 | 4.33% | 154,440,477 | 0.66% | 93.70% | 1.08% | 293 | 11.83% | 200 | 4.17% |
30 Jun, 18 | 554 | 1.28% | 153,434,584 | 0.04% | 92.98% | 1.08% | 262 | 6.94% | 192 | -7.69% |
31 Mar, 18 | 547 | 3.60% | 153,370,977 | 0.59% | 92.93% | 1.08% | 245 | -3.16% | 208 | 10.05% |
31 Dec, 17 | 528 | 10.92% | 152,470,309 | -1.18% | 92.56% | 1.05% | 253 | 21.63% | 189 | 5.59% |
30 Sep, 17 | 476 | -2.66% | 154,287,523 | -0.30% | 93.75% | 1.06% | 208 | -10.34% | 179 | -2.19% |
30 Jun, 17 | 489 | -1.61% | 154,753,765 | 0.86% | 93.83% | 1.10% | 232 | 9.43% | 183 | -12.86% |
31 Mar, 17 | 497 | -3.31% | 153,436,116 | -0.44% | 92.19% | 1.09% | 212 | -22.34% | 210 | 32.91% |
31 Dec, 16 | 514 | 7.98% | 154,106,651 | -1.52% | 92.08% | 1.07% | 273 | 27.57% | 158 | -9.20% |
30 Sep, 16 | 476 | -0.21% | 156,481,994 | 0.98% | 92.66% | 1.09% | 214 | 6.47% | 174 | -7.45% |
30 Jun, 16 | 477 | 0.63% | 154,969,469 | -3.02% | 92.08% | 1.02% | 201 | -2.90% | 188 | -4.57% |
31 Mar, 16 | 474 | 0.85% | 159,790,730 | -3.09% | 94.86% | 0.95% | 207 | -20.99% | 197 | 31.33% |
31 Dec, 15 | 470 | 9.05% | 164,892,542 | 6.47% | 99.88% | 1.19% | 262 | 9.62% | 150 | 19.05% |
30 Sep, 15 | 431 | 3.36% | 154,878,335 | -0.69% | 91.79% | 1.02% | 239 | 3.91% | 126 | 3.28% |
30 Jun, 15 | 417 | 6.65% | 155,954,238 | 7.00% | 95.01% | 1.12% | 230 | 12.20% | 122 | 0.83% |
31 Mar, 15 | 391 | 8.61% | 145,746,223 | -1.58% | 92.19% | 1.05% | 205 | 6.22% | 121 | 16.35% |
31 Dec, 14 | 360 | 3.75% | 148,091,218 | 0.51% | 93.68% | 1.19% | 193 | 24.52% | 104 | -16.13% |
30 Sep, 14 | 347 | -0.86% | 147,343,169 | -0.91% | 88.66% | 1.11% | 155 | -18.85% | 124 | 14.81% |
30 Jun, 14 | 350 | 6.06% | 148,695,078 | 0.19% | 89.39% | 1.13% | 191 | 11.05% | 108 | 3.85% |
31 Mar, 14 | 330 | -0.60% | 148,418,915 | -0.50% | 88.88% | 1.11% | 172 | 0.58% | 104 | -7.96% |
31 Dec, 13 | 332 | 0.61% | 149,162,286 | 2.88% | 89.33% | 1.20% | 171 | 6.21% | 113 | -2.59% |
30 Sep, 13 | 330 | 3.13% | 144,991,978 | 1.60% | 86.28% | 1.20% | 161 | -38.08% | 116 | 176.19% |
30 Jun, 13 | 320 | 130.22% | 142,715,404 | 131.20% | 84.88% | 6.29% | 260 | 237.66% | 42 | -10.64% |
31 Mar, 13 | 139 | 10.32% | 61,729,233 | -71.92% | 36.73% | 0.21% | 77 | 1.32% | 47 | 30.56% |
31 Dec, 12 | 126 | 0.80% | 219,811,849 | 334.71% | 130.78% | 14.09% | 76 | 2.70% | 36 | -2.70% |
30 Sep, 12 | 125 | -5.30% | 50,565,192 | -7.09% | 30.46% | 2.83% | 74 | -2.63% | 37 | 5.71% |
30 Jun, 12 | 132 | 10.92% | 54,421,197 | -3.43% | 32.79% | 2.81% | 76 | 1.33% | 35 | 6.06% |
31 Mar, 12 | 119 | 13.33% | 56,351,627 | 25.71% | 34.19% | 4.69% | 75 | 2.74% | 33 | 50.00% |
31 Dec, 11 | 105 | 22.09% | 44,826,065 | 7.08% | 27.00% | 4.15% | 73 | 25.86% | 22 | 22.22% |
30 Sep, 11 | 86 | 17.81% | 41,863,396 | -22.89% | 25.50% | 2.41% | 58 | 20.83% | 18 | 12.50% |
30 Jun, 11 | 73 | -8.75% | 54,290,906 | 15.12% | 32.52% | 4.18% | 48 | -5.88% | 16 | - |
31 Mar, 11 | 80 | 17.65% | 47,158,468 | 27.52% | 27.90% | 5.83% | 51 | 6.25% | 16 | 45.45% |
31 Dec, 10 | 68 | 4.62% | 36,981,852 | -4.22% | 21.88% | 4.69% | 48 | 6.67% | 11 | -21.43% |
30 Sep, 10 | 65 | 10.17% | 38,612,048 | 0.96% | 21.61% | 4.81% | 45 | 15.38% | 14 | -12.50% |
30 Jun, 10 | 59 | 20.41% | 38,245,724 | 6.85% | 21.19% | 5.36% | 39 | 25.81% | 16 | 77.78% |
31 Mar, 10 | 49 | -9.26% | 35,793,276 | -20.96% | 19.88% | 2.96% | 31 | -41.51% | 9 | - |
31 Dec, 09 | 54 | - | 45,284,031 | - | 25.91% | - | 53 | - | - | - |
Verisk Analytics Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Verisk Analytics Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 2 | - |
Q2 2024 | 22 | 16 | 137.50% |
Q1 2024 | 28 | 27 | 103.70% |
Q4 2023 | 10 | 9 | 111.11% |
Q3 2023 | 14 | 16 | 87.50% |
Q2 2023 | 18 | 9 | 200.00% |
Q1 2023 | 17 | 14 | 121.43% |
Q4 2022 | 1 | 1 | 100.00% |
Q3 2022 | 37 | 17 | 217.65% |
Q2 2022 | 21 | 40 | 52.50% |
Q1 2022 | 20 | 18 | 111.11% |
Q4 2021 | 6 | 45 | 13.33% |
Q3 2021 | 36 | 7 | 514.29% |
Q2 2021 | 20 | 38 | 52.63% |
Q1 2021 | 24 | 23 | 104.35% |
Q4 2020 | 5 | 21 | 23.81% |
Q3 2020 | 39 | 18 | 216.67% |
Q2 2020 | 4 | 13 | 30.77% |
Q1 2020 | 27 | 41 | 65.85% |
Q4 2019 | 9 | 19 | 47.37% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 2 | - |
Q2 2024 | - | 10 | - |
Q1 2024 | - | 9 | - |
Q4 2023 | - | 3 | - |
Q3 2023 | - | 6 | - |
Q2 2023 | 1 | 3 | 33.33% |
Q1 2023 | - | 4 | - |
Q4 2022 | - | 1 | - |
Q3 2022 | - | 5 | - |
Q2 2022 | - | 25 | - |
Q1 2022 | - | 4 | - |
Q4 2021 | - | 38 | - |
Q3 2021 | - | 5 | - |
Q2 2021 | - | 16 | - |
Q1 2021 | - | 5 | - |
Q4 2020 | - | 11 | - |
Q3 2020 | - | 12 | - |
Q2 2020 | - | 4 | - |
Q1 2020 | - | 15 | - |
Q4 2019 | - | 10 | - |
VRSK Ownership FAQ
Who Owns Verisk Analytics?
Verisk Analytics is owned by institutional shareholders (47.71%), insiders (0.23%), and public (52.06%). The largest institutional shareholder of Verisk Analytics is VANGUARD GROUP INC (11.49% of total shares) and the top mutual fund owner is Manager Directed Portfolios (5.22% of total shares).
Who are the major institutional shareholders of Verisk Analytics?
Verisk Analytics's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, and ALLIANCEBERNSTEIN L.P.. The top five shareholders own together 30.47% of the company's share outstanding.
How many Verisk Analytics shareholders are there?
As of Jun 2024, there are 694 institutional shareholders of Verisk Analytics.
What percentage of Verisk Analytics is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 16.47M shares of Verisk Analytics, representing 11.49% of the company's total shares outstanding, valued at $4.44B (as of Jun 2024).
What percentage of Verisk Analytics is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 11.67M shares of Verisk Analytics (VRSK), compromising 8.14% of the company, valued at $3.14B.
What percentage of Verisk Analytics is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Verisk Analytics. The company owns 6.22M of the company's shares outstanding (worth $1.68T).