Insperity, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.28 M | $464.95 M | 100.00% | 13.90% |
| MAWER INVESTMENT MANAGEMENT LTD. | 11/07/2024 | 5.19 M | $456.72 M | 0.03% | 13.66% |
| VANGUARD GROUP INC | 11/13/2024 | 3.84 M | $337.99 M | -3.53% | 10.11% |
| STATE STREET CORP | 11/14/2024 | 1.29 M | $113.26 M | 0.87% | 3.39% |
| EARNEST PARTNERS LLC | 11/14/2024 | 1.28 M | $112.56 M | -3.37% | 3.37% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.26 M | $110.95 M | 4.93% | 3.32% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.13 M | $99.32 M | 4.07% | 2.97% |
| REINHART PARTNERS, INC. | 10/09/2024 | 1.08 M | $95.22 M | 6.72% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 968,634 | $85.25 M | 16.73% | 2.55% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 882,324 | $77.64 M | 32.26% | 2.32% |
| SEI INVESTMENTS CO | 11/12/2024 | 742,342 | $65.33 M | 1.10% | 1.95% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 697,088 | $61.34 M | 41.55% | 1.83% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 683,856 | $60.18 M | -3.61% | 1.80% |
| FIL LTD | 11/13/2024 | 506,100 | $44.54 M | 1.34% | 1.33% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 473,703 | $41.69 M | -16.10% | 1.25% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/21/2024 | 471,017 | $41.45 M | 0.34% | 1.24% |
| INVESCO LTD. | 11/12/2024 | 439,548 | $38.68 M | 16.67% | 1.16% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/04/2024 | 401,364 | $35.32 M | -5.69% | 1.06% |
| MORGAN STANLEY | 11/14/2024 | 365,291 | $32.15 M | 12.46% | 0.96% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 353,107 | $31.07 M | -16.36% | 0.93% |
| MAN GROUP PLC | 11/14/2024 | 341,417 | $30.04 M | 33.31% | 0.90% |
| ENSIGN PEAK ADVISORS, INC | 11/14/2024 | 259,371 | $22.82 M | -3.26% | 0.68% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 248,170 | $21.84 M | 26.95% | 0.65% |
| BOSTON TRUST WALDEN CORP | 10/24/2024 | 228,660 | $20.12 M | -2.45% | 0.60% |
| VALUE HOLDINGS MANAGEMENT CO. LLC | 11/12/2024 | 228,198 | $20.08 M | 0.00% | 0.60% |
| TRINITY LEGACY PARTNERS, LLC | 10/31/2024 | 223,398 | $19.78 M | 0.00% | 0.59% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 198,932 | $17.37 M | 48.88% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 188,704 | $16.61 M | 3.88% | 0.50% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 181,474 | $15.97 M | 10.37% | 0.48% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 173,360 | $15.26 M | -0.85% | 0.46% |
| JPMORGAN CHASE & CO | 11/08/2024 | 150,669 | $13.26 M | 16.49% | 0.40% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 136,507 | $12.01 M | -13.42% | 0.36% |
| BAHL & GAYNOR INC | 11/12/2024 | 129,899 | $11.43 M | 4.00% | 0.34% |
| RHUMBLINE ADVISERS | 11/12/2024 | 116,259 | $10.23 M | -3.14% | 0.31% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 115,588 | $10.17 M | 65.67% | 0.30% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 108,583 | $9.56 M | 75.39% | 0.29% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 105,952 | $9.32 M | 69.92% | 0.28% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 105,097 | $9.26 M | -4.89% | 0.28% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 98,750 | $8.69 M | 100.00% | 0.26% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 94,128 | $8.28 M | 2.98% | 0.25% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 92,833 | $8.17 M | 1.20% | 0.24% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 89,985 | $7.92 M | 99.93% | 0.24% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 85,801 | $7.55 M | -30.13% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 83,607 | $7.36 M | -39.34% | 0.22% |
| BARCLAYS PLC | 11/19/2024 | 82,580 | $7.27 M | 129.68% | 0.22% |
| SCOUT INVESTMENTS, INC. | 11/12/2024 | 82,218 | $7.20 M | -13.89% | 0.22% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 78,461 | $6.90 M | 0.55% | 0.21% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 75,447 | $6.64 M | -12.04% | 0.20% |
| CITADEL ADVISORS LLC | 11/14/2024 | 74,235 | $6.53 M | -65.94% | 0.20% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 72,163 | $6.35 M | -1.85% | 0.19% |
Insperity, Inc.institutional Ownership - FAQ's
During the previous two years, 450 institutional investors and hedge funds held shares of Insperity, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 5.28 M
Mawer Investment Management Ltd.: 5.19 M
VANGUARD GROUP INC: 3.84 M
STATE STREET CORP: 1.29 M
EARNEST PARTNERS LLC: 1.28 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.26 M
92.43% of Insperity, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 45.72 M shares in the last 24 months. This purchase volume represents approximately $3.46 B in transactions.