Free Trial
→ Bill Gates’ is about to mint millionaires (again) with Stargate. (From Brownstone Research) (Ad) Free AMK Stock Alerts
Notice: This company has been marked as potentially delisted and may not be actively trading.

AssetMark Financial (AMK) Institutional Ownership

AssetMark Financial logo
Compare

Institutional Ownership Changes (13F Filings) for AssetMark Financial (NYSE:AMK)

Current
Institutional Ownership
Percentage
28.64%
Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$144.31M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$26.37M
Get AMK Insider Trade Alerts

Want to know when executives and insiders are buying or selling AssetMark Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AMK Institutional Buying and Selling by Quarter

AssetMark Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/16/2024Cubist Systematic Strategies LLC72,340$2.50M0.0%+339.3%0.097%
8/16/2024Water Island Capital LLC21,880$756K0.1%N/A0.029%
8/16/2024Algert Global LLC39,515$1.37M0.0%-61.1%0.053%
8/15/2024The Manufacturers Life Insurance Company 14,554$503K0.0%+2.6%0.020%
8/15/2024Millennium Management LLC593,071$20.49M0.0%+175.9%0.797%
8/15/2024Mcmorgan & Co. LLC138,908$4.80M0.8%+3.0%0.187%
8/15/2024Dark Forest Capital Management LP18,359$634K0.1%+6.9%0.025%
8/14/2024Cubist Systematic Strategies LLC72,340$2.50M0.0%+339.3%0.097%
8/14/2024Glazer Capital LLC1,739,617$60.10M4.7%N/A2.338%
8/14/2024Marshall Wace LLP141,119$4.88M0.0%+150.7%0.190%
8/14/2024Sagefield Capital LP70,100$2.42M0.3%N/A0.094%
8/14/2024Gabelli Funds LLC88,742$3.07M0.0%N/A0.119%
8/14/2024ProShare Advisors LLC10,152$351K0.0%N/A0.014%
8/13/2024Sei Investments Co.9,657$334K0.0%-78.9%0.013%
8/12/2024Hsbc Holdings PLC194,611$6.71M0.0%+2,528.8%0.262%
8/12/2024Blair William & Co. IL101,293$3.50M0.0%-69.7%0.136%
8/9/2024Renaissance Technologies LLC302,100$10.44M0.0%+133.8%0.406%
8/9/2024Dimensional Fund Advisors LP1,135,506$39.23M0.0%+6.3%1.526%
8/8/2024Federated Hermes Inc.876$30K0.0%-94.0%0.001%
8/8/2024American Century Companies Inc.23,385$808K0.0%+18.8%0.031%
8/6/2024Los Angeles Capital Management LLC43,245$1.49M0.0%+14.1%0.058%
8/2/2024Wolverine Asset Management LLC51,835$1.79M0.0%N/A0.070%
8/1/2024Rhumbline Advisers37,308$1.29M0.0%+20.9%0.050%
8/1/2024Versor Investments LP57,748$2.00M0.4%+450.0%0.078%
7/31/2024Picton Mahoney Asset Management376,812$13.02M0.5%N/A0.506%
7/29/2024Principal Financial Group Inc.13,770$476K0.0%+8.9%0.019%
7/26/2024Bank of New York Mellon Corp126,203$4.36M0.0%+11.5%0.170%
7/12/2024 SG Americas Securities LLC84,035$2.90M0.0%+1,614.0%0.113%
7/9/2024 Harbor Capital Advisors Inc.6,715$232K0.0%-63.4%0.009%
5/16/2024California State Teachers Retirement System25,578$906K0.0%-4.4%0.034%
5/16/2024Janus Henderson Group PLC726,449$25.72M0.0%-1.2%0.976%
5/15/2024Price T Rowe Associates Inc. MD6,278$223K0.0%N/A0.008%
5/15/2024Quadrature Capital Ltd12,790$452K0.0%+57.3%0.017%
5/14/2024Capital World Investors1,311,713$46.45M0.0%-18.6%1.763%
5/11/2024Covestor Ltd775$27K0.0%-43.2%0.001%
5/10/2024Acadian Asset Management LLC2,584$91K0.0%+6,360.0%0.003%
5/10/2024Vanguard Group Inc.2,140,031$75.78M0.0%+1.1%2.876%
5/9/2024Blair William & Co. IL334,035$11.83M0.0%+3.6%0.449%
5/7/2024Sei Investments Co.45,694$1.62M0.0%-17.8%0.061%
5/7/2024Susquehanna Fundamental Investments LLC12,696$450K0.0%N/A0.017%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
5/7/2024Horizon Investment Services LLC8,505$301K0.1%N/A0.011%
5/7/2024 SG Americas Securities LLC4,903$174K0.0%-12.9%0.007%
5/2/2024Jennison Associates LLC1,874,673$66.38M0.0%+1.1%2.520%
4/29/2024Principal Financial Group Inc.12,646$448K0.0%+45.9%0.017%
4/18/2024Allspring Global Investments Holdings LLC21,188$750K0.0%-38.3%0.028%
4/16/2024Hodges Capital Management Inc.60,000$2.12M0.1%N/A0.081%
4/5/2024Los Angeles Capital Management LLC37,909$1.34M0.0%-50.4%0.051%
3/25/2024Quadrature Capital Ltd8,130$243K0.0%-23.1%0.011%
2/29/2024 TT International Asset Management LTD10,206$305K0.0%N/A0.014%
2/14/2024Azora Capital LP465,355$13.94M1.2%+32.8%0.627%
2/13/2024Campbell & CO Investment Adviser LLC22,565$676K0.1%+70.8%0.030%
2/9/2024Quest Partners LLC18,613$557K0.1%N/A0.025%
2/9/2024Trexquant Investment LP10,969$329K0.0%N/A0.015%
2/9/2024Dynamic Technology Lab Private Ltd7,689$230K0.0%N/A0.010%
2/7/2024Dimensional Fund Advisors LP943,396$28.26M0.0%+11.7%1.270%
2/7/2024Jump Financial LLC14,894$446K0.0%+13.6%0.020%
2/7/2024Teacher Retirement System of Texas29,010$869K0.0%-21.2%0.039%
2/6/2024Charles Schwab Investment Management Inc.171,489$5.14M0.0%+1.3%0.231%
2/6/2024One Charles Private Wealth Services LLC41,390$1.24M0.7%N/A0.056%
2/6/2024Swiss National Bank51,300$1.54M0.0%-9.8%0.069%
2/5/2024Victory Capital Management Inc.14,614$438K0.0%+54.8%0.020%
2/1/2024New York State Common Retirement Fund24,931$747K0.0%-8.1%0.034%
2/1/2024Jennison Associates LLC1,853,384$55.51M0.0%+7.8%2.496%
1/31/2024Federated Hermes Inc.13,975$419K0.0%+2.8%0.019%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank8,027$240K0.0%+13.0%0.011%
1/30/2024Strs Ohio22,400$670K0.0%-3.9%0.030%
1/30/2024Phocas Financial Corp.108,464$3.25M0.4%N/A0.146%
1/25/2024Allspring Global Investments Holdings LLC34,329$1.03M0.0%-22.7%0.046%
1/24/2024Arizona State Retirement System7,266$218K0.0%N/A0.010%
1/12/2024 SG Americas Securities LLC5,627$169K0.0%N/A0.008%
12/18/2023Vanguard Group Inc.2,085,366$52.30M0.0%+1.2%2.808%
12/6/2023Citigroup Inc.1,969$49K0.0%-79.6%0.003%
11/15/2023Adage Capital Partners GP L.L.C.787,960$19.76M0.0%+14.8%1.061%
11/14/2023Quadrature Capital Ltd10,579$265K0.0%+46.6%0.014%
11/13/2023Mcmorgan & Co. LLC128,863$3.23M0.6%+19.3%0.174%
11/13/2023Algert Global LLC106,460$2.67M0.1%-5.2%0.143%
11/13/2023Hsbc Holdings PLC9,166$231K0.0%N/A0.012%
11/13/2023FMR LLC105,898$2.66M0.0%+10.3%0.143%
11/13/2023Aviva PLC22,352$561K0.0%-54.6%0.030%
11/9/2023Blair William & Co. IL274,157$6.88M0.0%-15.5%0.369%
11/8/2023Campbell & CO Investment Adviser LLC13,211$331K0.0%-38.6%0.018%
11/8/2023Charles Schwab Investment Management Inc.169,337$4.25M0.0%+4.9%0.228%
11/8/2023Swiss National Bank56,900$1.43M0.0%+1.1%0.077%
11/8/2023New York Life Investment Management LLC11,321$284K0.0%-13.7%0.015%
11/7/2023Quantbot Technologies LP3,240$81K0.0%N/A0.004%
11/7/2023Barclays PLC23,040$578K0.0%+18.9%0.031%
11/7/2023Jump Financial LLC13,111$329K0.0%-38.5%0.018%
11/6/2023Versor Investments LP13,100$329K0.1%N/A0.018%
11/6/2023Los Angeles Capital Management LLC76,454$1.92M0.0%-4.2%0.103%
11/6/2023Victory Capital Management Inc.9,441$237K0.0%N/A0.013%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
11/3/2023 Lmcg Investments LLC36,487$915K0.1%N/A0.049%
10/31/2023Teacher Retirement System of Texas36,821$923K0.0%-15.5%0.050%
10/31/2023Jennison Associates LLC1,719,808$43.13M0.0%+12.5%2.316%
10/27/2023Allspring Global Investments Holdings LLC44,437$1.11M0.0%-27.7%0.060%
10/26/2023Mirae Asset Global Investments Co. Ltd.11,851$297K0.0%+6.1%0.016%
10/26/2023Strs Ohio23,300$584K0.0%+5.9%0.031%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank7,102$178K0.0%+40.8%0.010%
10/24/2023Bank of New York Mellon Corp104,790$2.63M0.0%+2.1%0.141%
10/13/2023Seneca House Advisors246,860$6.15M3.2%+7.1%0.332%
8/24/2023Alberta Investment Management Corp18,555$550K0.0%N/A0.025%
(Data available from 1/1/2016 forward)

AMK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AMK shares?

During the previous two years, 91 institutional investors and hedge funds held shares of AssetMark Financial. The most heavily invested institutionals were JPMorgan Chase & Co. ($86.75M), Vanguard Group Inc. ($75.78M), Jennison Associates LLC ($66.38M), Glazer Capital LLC ($60.10M), Capital World Investors ($46.45M), Dimensional Fund Advisors LP ($39.23M), and Janus Henderson Group PLC ($25.72M).Learn more on AMK's institutional investors.

What percentage of AssetMark Financial stock is owned by institutional investors?

28.64% of AssetMark Financial stock is owned by institutional investors. Learn more on AMK's institutional investor holdings.

Which institutional investors have been buying AssetMark Financial stock?

Of the 82 institutional investors that purchased AssetMark Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Glazer Capital LLC ($1.74M), Jennison Associates LLC ($945.13K), Cerity Partners LLC ($659.03K), Millennium Management LLC ($378.15K), Picton Mahoney Asset Management ($376.81K), Blair William & Co. IL ($359.27K), and Seneca House Advisors ($255.86K).

How much institutional buying is happening at AssetMark Financial?

Institutional investors have bought a total of 7,433,761 shares in the last 24 months. This purchase volume represents approximately $237.72M in transactions.

Which AssetMark Financial major shareholders have been selling company stock?

Of the 35 institutional investors that sold AssetMark Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($300K), Blair William & Co. IL ($282.98K), JPMorgan Chase & Co. ($122.86K), Mercer Global Advisors Inc. ADV ($100.25K), Algert Global LLC ($67.93K), Cerity Partners LLC ($53.55K), and Sei Investments Co. ($45.92K).

How much institutional selling is happening at AssetMark Financial?

Institutional investors have sold a total of 1,305,409 shares in the last 24 months. This volume of shares sold represents approximately $40.54M in transactions.


Related Companies

This page (NYSE:AMK) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
This coin could surge during Trump’s first week in office.
Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink … Now, he says one v...
Weiss Ratings | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored