Recent Quarter Total Invested
$808.16 M
Recent Quarter Institutional Ownership Percentage
31.45%
Total Invested of Last Quarter
$754.10 M
Ownership Percentage of Last Quarter
28.51%
AssetMark Financial Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 2.18 M | $75.31 M | 17.11% | 2.93% |
| VANGUARD GROUP INC | 08/13/2024 | 2.09 M | $72.09 M | -2.49% | 2.81% |
| GLAZER CAPITAL, LLC | 08/14/2024 | 1.74 M | $60.10 M | 100.00% | 2.34% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 08/14/2024 | 1.47 M | $50.66 M | 100.00% | 1.97% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.14 M | $39.23 M | 6.30% | 1.53% |
| FIL LTD | 08/13/2024 | 1.00 M | $34.55 M | 100.00% | 1.34% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 08/14/2024 | 855,208 | $29.55 M | 100.00% | 1.15% |
| JENNISON ASSOCIATES LLC | 08/05/2024 | 764,750 | $26.42 M | -59.21% | 1.03% |
| CAPITAL WORLD INVESTORS | 08/13/2024 | 711,713 | $24.59 M | -45.74% | 0.96% |
| STATE STREET CORP | 08/14/2024 | 676,875 | $23.39 M | 24.43% | 0.91% |
| CERITY PARTNERS LLC | 08/13/2024 | 606,119 | $20.94 M | 0.05% | 0.81% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 593,071 | $20.49 M | 175.94% | 0.80% |
| MORGAN STANLEY | 08/14/2024 | 529,193 | $18.28 M | -1.99% | 0.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 510,356 | $17.64 M | 6.92% | 0.69% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 509,728 | $17.61 M | 2,488.77% | 0.69% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 08/14/2024 | 498,130 | $17.21 M | 100.00% | 0.67% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 479,708 | $16.57 M | -33.97% | 0.64% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 414,658 | $14.33 M | 100.00% | 0.56% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 404,017 | $13.96 M | 508.34% | 0.54% |
| PICTON MAHONEY ASSET MANAGEMENT | 07/31/2024 | 376,812 | $13.02 M | 100.00% | 0.51% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 361,473 | $12.49 M | -24.21% | 0.49% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 345,208 | $11.93 M | 100.00% | 0.46% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 302,100 | $10.44 M | 133.82% | 0.41% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 274,058 | $9.47 M | 109.31% | 0.37% |
| AQR ARBITRAGE LLC | 08/14/2024 | 261,019 | $9.02 M | 100.00% | 0.35% |
| SENECA HOUSE ADVISORS | 07/12/2024 | 246,860 | $8.53 M | 0.00% | 0.33% |
| NORTHERN TRUST CORP | 08/14/2024 | 195,788 | $6.76 M | -3.54% | 0.26% |
| HSBC HOLDINGS PLC | 08/12/2024 | 194,611 | $6.71 M | 2,528.81% | 0.26% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 08/14/2024 | 180,394 | $6.23 M | 100.00% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 179,715 | $6.21 M | -5.36% | 0.24% |
| CAPULA MANAGEMENT LTD | 08/05/2024 | 175,000 | $6.05 M | 100.00% | 0.24% |
| FMR LLC | 08/13/2024 | 143,170 | $4.95 M | 6.78% | 0.19% |
| MARSHALL WACE, LLP | 08/14/2024 | 141,119 | $4.88 M | 150.67% | 0.19% |
| MCMORGAN & CO LLC | 08/14/2024 | 138,908 | $4.80 M | 2.95% | 0.19% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 133,887 | $4.63 M | 6.99% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 126,203 | $4.36 M | 11.46% | 0.17% |
| AZORA CAPITAL LP | 08/14/2024 | 109,291 | $3.78 M | -78.92% | 0.15% |
| PHOCAS FINANCIAL CORP. | 07/24/2024 | 103,553 | $3.58 M | -1.85% | 0.14% |
| BLAIR WILLIAM & CO/IL | 08/12/2024 | 101,293 | $3.50 M | -69.68% | 0.14% |
| GABELLI FUNDS LLC | 08/13/2024 | 88,742 | $3.07 M | 100.00% | 0.12% |
| SG AMERICAS SECURITIES, LLC | 07/12/2024 | 84,035 | $2.90 M | 1,613.95% | 0.11% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/14/2024 | 84,000 | $2.90 M | 100.00% | 0.11% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 77,922 | $2.69 M | 100.00% | 0.10% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 75,555 | $2.61 M | 364.78% | 0.10% |
| MINT TOWER CAPITAL MANAGEMENT B.V. | 08/12/2024 | 75,000 | $2.59 M | 100.00% | 0.10% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 09/16/2024 | 72,340 | $2.50 M | 339.30% | 0.10% |
| SAGEFIELD CAPITAL LP | 08/14/2024 | 70,100 | $2.42 M | 100.00% | 0.09% |
| MOORE CAPITAL MANAGEMENT, LP | 08/14/2024 | 70,000 | $2.42 M | 100.00% | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 66,740 | $2.31 M | 250.84% | 0.09% |
| VERSOR INVESTMENTS LP | 08/01/2024 | 57,748 | $2.00 M | 449.98% | 0.08% |
AssetMark Financial Holdings, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of AMK shares?
During the previous two years, 197 institutional investors and hedge funds held shares of AssetMark Financial Holdings, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 2.18 M
VANGUARD GROUP INC: 2.09 M
GLAZER CAPITAL, LLC: 1.74 M
Polar Asset Management Partners Inc.: 1.47 M
DIMENSIONAL FUND ADVISORS LP: 1.14 M
FIL Ltd: 1,000,000
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What percentage of AssetMark Financial Holdings, Inc. stock is owned by institutional investors?
31.45% of AssetMark Financial Holdings, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at AMK ?
Institutional investors have bought a total of 23.66 M shares in the last 24 months. This purchase volume represents approximately $833.76 M in transactions.