Free Trial
→ The FED is losing the war on inflation (From WealthPress) (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)
33
Total
Institutional Inflows
(last 12 months)
$127.51M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$25.57M
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
9/16/2024 Cubist Systematic Strategies LLC72,340$2.50M0.0%+339.3%0.097%
8/16/2024 Water Island Capital LLC21,880$756K0.1%N/A0.029%
8/16/2024 Algert Global LLC39,515$1.37M0.0%-61.1%0.053%
8/15/2024 The Manufacturers Life Insurance Company 14,554$503K0.0%+2.6%0.020%
8/15/2024 Millennium Management LLC593,071$20.49M0.0%+175.9%0.797%
8/15/2024 Mcmorgan & Co. LLC138,908$4.80M0.8%+3.0%0.187%
8/15/2024 Dark Forest Capital Management LP18,359$634K0.1%+6.9%0.025%
8/14/2024 Cubist Systematic Strategies LLC72,340$2.50M0.0%+339.3%0.097%
8/14/2024 Glazer Capital LLC1,739,617$60.10M4.7%N/A2.338%
8/14/2024 Marshall Wace LLP141,119$4.88M0.0%+150.7%0.190%
8/14/2024 Sagefield Capital LP70,100$2.42M0.3%N/A0.094%
8/14/2024 Gabelli Funds LLC88,742$3.07M0.0%N/A0.119%
8/14/2024 ProShare Advisors LLC10,152$351K0.0%N/A0.014%
8/13/2024 Sei Investments Co.9,657$334K0.0%-78.9%0.013%
8/12/2024 Hsbc Holdings PLC194,611$6.71M0.0%+2,528.8%0.262%
8/12/2024 Blair William & Co. IL101,293$3.50M0.0%-69.7%0.136%
8/9/2024 Renaissance Technologies LLC302,100$10.44M0.0%+133.8%0.406%
8/9/2024 Dimensional Fund Advisors LP1,135,506$39.23M0.0%+6.3%1.526%
8/8/2024 Federated Hermes Inc.876$30K0.0%-94.0%0.001%
8/8/2024 American Century Companies Inc.23,385$808K0.0%+18.8%0.031%
8/6/2024 Los Angeles Capital Management LLC43,245$1.49M0.0%+14.1%0.058%
8/2/2024 Wolverine Asset Management LLC51,835$1.79M0.0%N/A0.070%
8/1/2024 Rhumbline Advisers37,308$1.29M0.0%+20.9%0.050%
8/1/2024 Versor Investments LP57,748$2.00M0.4%+450.0%0.078%
7/31/2024 Picton Mahoney Asset Management376,812$13.02M0.5%N/A0.506%
7/29/2024 Principal Financial Group Inc.13,770$476K0.0%+8.9%0.019%
7/26/2024 Bank 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%
5/16/2024 California State Teachers Retirement System25,578$906K0.0%-4.4%0.034%
5/16/2024 Janus Henderson Group PLC726,449$25.72M0.0%-1.2%0.976%
5/15/2024 Price T Rowe Associates Inc. MD6,278$223K0.0%N/A0.008%
5/15/2024 Quadrature Capital Ltd12,790$452K0.0%+57.3%0.017%
5/14/2024 Capital World Investors1,311,713$46.45M0.0%-18.6%1.763%
5/11/2024 Covestor Ltd775$27K0.0%-43.2%0.001%
5/10/2024 Acadian Asset Management LLC2,584$91K0.0%+6,360.0%0.003%
5/10/2024 Vanguard Group Inc.2,140,031$75.78M0.0%+1.1%2.876%
5/9/2024 Blair William & Co. IL334,035$11.83M0.0%+3.6%0.449%
5/7/2024 Sei Investments Co.45,694$1.62M0.0%-17.8%0.061%
5/7/2024 Susquehanna Fundamental Investments LLC12,696$450K0.0%N/A0.017%
Why Buffett and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

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

The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond… It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest. It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground.

A bold new plan, hidden in Executive Order 14154…
11/3/2023 Lmcg Investments LLC36,487$915K0.1%N/A0.049%
10/31/2023 Teacher Retirement System of Texas36,821$923K0.0%-15.5%0.050%
10/31/2023 Jennison Associates LLC1,719,808$43.13M0.0%+12.5%2.316%
10/27/2023 Allspring Global Investments Holdings LLC44,437$1.11M0.0%-27.7%0.060%
10/26/2023 Mirae Asset Global Investments Co. Ltd.11,851$297K0.0%+6.1%0.016%
10/26/2023Strs Ohio23,300$584K0.0%+5.9%0.031%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank7,102$178K0.0%+40.8%0.010%
10/24/2023 Bank of New York Mellon Corp104,790$2.63M0.0%+2.1%0.141%
10/13/2023 Seneca House Advisors246,860$6.15M3.2%+7.1%0.332%
8/24/2023 Alberta 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, 87 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 77 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 ($937.20K), Cerity Partners LLC ($659.03K), Millennium Management LLC ($378.15K), Picton Mahoney Asset Management ($376.81K), Seneca House Advisors ($255.86K), and Blair William & Co. IL ($244.86K).

How much institutional buying is happening at AssetMark Financial?

Institutional investors have bought a total of 7,227,989 shares in the last 24 months. This purchase volume represents approximately $232.99M in transactions.

Which AssetMark Financial major shareholders have been selling company stock?

Of the 33 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), Algert Global LLC ($67.93K), Cerity Partners LLC ($53.55K), Sei Investments Co. ($45.92K), Los Angeles Capital Management LLC ($41.89K), and Summit Global Investments ($41.45K).

How much institutional selling is happening at AssetMark Financial?

Institutional investors have sold a total of 1,078,781 shares in the last 24 months. This volume of shares sold represents approximately $35.33M in transactions.


Related Companies

This page (NYSE:AMK) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Alert: DOGE goes live
"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what ...
Altimetry | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | 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
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Nvidia’s Next Big Move Comes on Feb. 26
Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of ...
Weiss Ratings | Sponsored
A strange twist 500 miles from Washington
Energy is life. And this year, it could also make national heroes out of President Trump and VP Vance. ...
Porter & Company | Sponsored