Stammdaten
LPL Financial Holdings Inc., zusammen mit ihren Tochtergesellschaften, bietet eine integrierte Plattform von Maklerdiensten und Anlageberatungsdienstleistungen für unabhängige Finanzberater und Finanzberater bei Finanzinstitutionen in den USA. Ihre Maklerdienste umfassen variable und feste Annuitäten, Investmentfonds, Aktien, Altersvorsorge und Bildungssparpläne, festverzinsliche Wertpapiere und Versicherungen sowie alternative Investitionen wie nicht börsennotierte Immobilieninvestmentfonds und Auktionsratenpapiere. Das Unternehmen bietet auch Beratungsplattformen, die Zugang zu Investmentfonds, börsengehandelten Fonds, Aktien, Anleihen, bestimmten Optionsstrategien, Anteiltreuepapieren und institutionellen Vermögensverwaltern sowie unbezahlten Multi-Manager-Variablenannuitäten bieten. Darüber hinaus bietet das Unternehmen Geldmarktprogramme und Rentenlösungen für provisionsgestützte und gebührengestützte Dienstleistungen, die es Finanzberatern ermöglichen, Maklerdienste, Konsultation und Beratung für Rentenpläne bereitzustellen. Ferner bietet das Unternehmen weitere Dienstleistungen, einschließlich Tools und Dienstleistungen, die es Finanzberatern ermöglichen, ihre Geschäftstätigkeit zu erhalten und auszubauen; Trust-, Anlageüberwachungs- und Verwahrstellen-Services für Trusts für Nachlässe und Familien sowie Versicherungsmakler-Generalagenturdienste; und Technologieprodukte wie Angebotsgenerierung, Anlageanalytik und Portfoliomodellierung. Das Unternehmen war früher als LPL Investment Holdings Inc. bekannt und änderte seinen Namen im Juni 2012 in LPL Financial Holdings Inc. LPL Financial Holdings Inc. wurde 1989 gegründet und hat seinen Sitz in San Diego, Kalifornien. KI
Unternehmen & Branche
| Name | LPL Financial Holdings Inc. |
|---|---|
| Ticker | LPLA |
| CIK | 0001397911 |
| Börse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Financial - Capital Markets |
| SIC | 6200 · Security & Commodity Brokers, Dealers, Exchanges & Services |
Wertpapier & Kennzahlen
| CUSIP | 50212V100 |
|---|---|
| ISIN | US50212V1008 |
| Typ | Common Stock |
| Marktkapitalisierung | 25,69 Mrd. USD |
| KGV (P/E) | 29,75 |
| Beta | 0,57 |
| Dividendenrendite | 0,00 % |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 4707 EXECUTIVE DRIVE, 92121 SAN DIEGO, CA |
| Telefon | 800-877-7210 |
| EIN (IRS) | 20-3717839 |
Listing & Historie
| Listing-Börsen | Nasdaq |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Large accelerated filer |
| Frühere Namen | LPL Investment Holdings Inc. (bis 2012) |
Bewertung
| KBV (P/B) | 4,81 vs. 7,83 (2021) ▼ |
|---|---|
| KUV (P/S) | 1,51 vs. 1,69 (2021) ▼ |
| FCF-Rendite | -3,8 % vs. 1,8 % (2021) ▼ |
| Buyback-Rendite | 0,4 % vs. 0,7 % (2021) ▼ |
| Ausschüttungsquote | 10,9 % vs. 17,4 % (2021) ▼ |
Qualität & Bilanz
| Nettomarge | 5,1 % vs. 6,0 % (2021) ▼ |
|---|---|
| ROIC | 16,1 % vs. 27,5 % (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 7,83 | 8,11 | 8,52 | 8,40 | 5,28 | 4,52 | |
| KUV (P/S) | 1,69 | 2,04 | 1,76 | 1,99 | 1,66 | 1,41 | |
| FCF-Rendite | 1,8 % | 9,3 % | 0,6 % | -1,2 % | -3,5 % | -4,2 % | |
| Buyback-Rendite | 0,7 % | 1,8 % | 6,2 % | 0,7 % | 0,4 % | 0,0 % | |
| Ausschüttungsquote | 17,4 % | 9,4 % | 8,6 % | 8,5 % | 10,9 % | 10,7 % | |
| Qualität & Bilanz | |||||||
| Nettomarge | 6,0 % | 9,8 % | 10,6 % | 8,5 % | 5,1 % | 4,9 % | |
| ROIC | 27,5 % | 39,0 % | 51,3 % | 36,1 % | 16,1 % | 15,8 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
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Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
LPLA
LPL Financial Holdings Inc.
Effektiv
Neutral
Handelsvolumen
Hoch
Insider
0,0
Keine Insider-Käufe
Institutionell
39,1
87 neu, 277 erhöht, -5795722K $ netto
Aktivist
24,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 294.73 | +11.3 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 328.99 | -0.3 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 309.64 | EMA50: 303.17 | |
| MACD-Histogramm | Bullisch | 10 % | 3.277 | Bullisch | |
| RSI(14) | Neutral | 10 % | 65.4 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 90.0 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 20.0 | +DI: 28.3 / −DI: 17.2 | |
| Z-Score(60) | Neutral | 5 % | 1.47 | In Range | |
| 52W-Position | Neutral | 5 % | 46.6 % | Hoch 399.00 / Tief 265.86 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 82.1 % | Upper 341.91 / Mid 302.86 / Lower 263.81 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.1240 | R²=0.01 / annualisiert -10.4 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-17 | Jambusaria Aneri | Officer, Group Managing Director | Open Market Sale | -308 | 306,00 | -94.248,00 | -99,8% | |
| 2026-04-15 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -106 | 332,27 | -35.220,62 | -37,3% | |
| 2026-04-15 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -595 | 331,09 | -196.998,55 | -208,6% | |
| 2026-04-15 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -220 | 327,45 | -72.039,00 | -76,3% | |
| 2026-04-15 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -189 | 328,34 | -62.056,26 | -65,7% | |
| 2026-04-14 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -139 | 326,16 | -45.336,24 | -48,0% | |
| 2026-04-14 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -330 | 325,00 | -107.250,00 | -113,5% | |
| 2026-03-10 | Cohen Marc Eliot | Officer, Group Managing Director | Open Market Sale | -1.088 | 309,72 | -337.040,83 | -356,8% | |
| 2026-03-09 | Cohen Marc Eliot | Officer, Group Managing Director | Open Market Sale | -2.212 | 308,75 | -682.955,00 | -723,0% | |
| 2026-03-02 | Jambusaria Aneri | Officer, Group Managing Director | Open Market Sale | -308 | 306,00 | -94.248,00 | -99,8% | |
| 2026-02-26 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -348 | 318,51 | -110.841,48 | -117,3% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -666 | 320,99 | -213.779,34 | -226,3% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -628 | 319,38 | -200.570,64 | -212,3% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -463 | 318,38 | -147.409,94 | -156,1% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -183 | 322,72 | -59.057,76 | -62,5% | |
| 2026-02-26 | Enyedi Matthew | Officer, Group Managing Director | Open Market Sale | -169 | 321,74 | -54.374,06 | -57,6% | |
| 2026-02-26 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -506 | 321,04 | -162.446,24 | -172,0% | |
| 2026-02-26 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -453 | 322,15 | -145.933,95 | -154,5% | |
| 2026-02-26 | Audette Matthew J | Officer, President and CFO | Open Market Sale | -274 | 319,32 | -87.493,68 | -92,6% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -183 | 368,63 | -67.459,29 | -71,4% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -410 | 371,20 | -152.192,00 | -161,1% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -136 | 370,44 | -50.379,84 | -53,3% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -85 | 372,32 | -31.647,20 | -33,5% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -46 | 367,95 | -16.925,70 | -17,9% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -39 | 373,09 | -14.550,51 | -15,4% | |
| 2025-12-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -34 | 368,70 | -12.535,80 | -13,3% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -2.450 | 371,23 | -909.513,50 | -962,9% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -1.040 | 370,62 | -385.444,80 | -408,1% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -779 | 372,20 | -289.943,80 | -307,0% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -332 | 367,06 | -121.863,92 | -129,0% | |
| 2025-12-05 | Steinmeier Richard | Officer, Chief Executive Officer | Open Market Sale | -274 | 373,20 | -102.256,80 | -108,3% | |
| 2025-12-01 | Jambusaria Aneri | Officer, Group Managing Director | Open Market Sale | -80 | 352,48 | -28.198,40 | -29,9% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -205 | 374,00 | -76.670,00 | -81,2% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -39 | 380,12 | -14.824,68 | -15,7% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -63 | 372,62 | -23.475,06 | -24,9% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -169 | 379,58 | -64.149,02 | -67,9% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -230 | 374,86 | -86.217,80 | -91,3% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -234 | 378,24 | -88.508,16 | -93,7% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -267 | 375,80 | -100.338,60 | -106,2% | |
| 2025-11-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -293 | 377,01 | -110.463,93 | -116,9% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -266 | 313,20 | -83.311,20 | -88,2% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -109 | 314,04 | -34.230,36 | -36,2% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -102 | 320,27 | -32.667,54 | -34,6% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -141 | 312,15 | -44.013,15 | -46,6% | |
| 2025-10-06 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -132 | 315,09 | -41.591,88 | -44,0% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -121 | 340,01 | -41.141,21 | -43,6% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -106 | 347,46 | -36.830,76 | -39,0% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -91 | 329,17 | -29.954,47 | -31,7% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -79 | 341,89 | -27.009,31 | -28,6% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -79 | 331,83 | -26.214,57 | -27,8% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -72 | 335,84 | -24.180,48 | -25,6% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -47 | 342,88 | -16.115,36 | -17,1% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -32 | 349,60 | -11.187,20 | -11,8% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -28 | 334,53 | -9.366,84 | -9,9% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -25 | 337,58 | -8.439,50 | -8,9% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -11 | 348,04 | -3.828,44 | -4,1% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -11 | 330,12 | -3.631,32 | -3,8% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -3 | 344,67 | -1.034,01 | -1,1% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -1 | 345,44 | -345,44 | -0,4% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -326 | 332,90 | -108.525,40 | -114,9% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -190 | 340,83 | -64.757,70 | -68,6% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -150 | 343,98 | -51.597,00 | -54,6% | |
| 2025-09-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -128 | 337,13 | -43.152,64 | -45,7% | |
| 2025-09-02 | Jambusaria Aneri | Officer, Group Managing Director | Open Market Sale | -80 | 361,25 | -28.900,00 | -30,6% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -42 | 377,79 | -15.867,18 | -16,8% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -9 | 380,46 | -3.424,14 | -3,6% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -620 | 374,22 | -232.016,40 | -245,6% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -352 | 373,49 | -131.468,48 | -139,2% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -161 | 372,43 | -59.961,23 | -63,5% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -131 | 371,55 | -48.673,05 | -51,5% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -106 | 376,30 | -39.887,80 | -42,2% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -4 | 381,34 | -1.525,36 | -1,6% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -45 | 375,37 | -16.891,65 | -17,9% | |
| 2025-08-05 | Gates Greg | Officer, Group Managing Director | Open Market Sale | -30 | 378,47 | -11.354,10 | -12,0% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 1693 von typischerweise 8373 Fonds (20 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 4.974.255 | 0 | 4.974.255 | 1.496.405.070 | Neu | +100,0% | |
| DODGE & COX | 4.146.547 | 0 | 4.146.547 | 1.247.405.734 | Neu | +100,0% | |
| Boston Partners | 4.131.498 | 0 | 4.131.498 | 1.242.012.124 | Neu | +100,0% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.869.359 | 0 | 3.869.359 | 1.171.265.025 | Neu | +100,0% | |
| Janus Henderson Group Ltd. | 3.666.780 | 0 | 3.666.780 | 1.103.078.994 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.596.968 | 0 | 3.596.968 | 1.082.075.883 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 2.636.544 | 0 | 2.636.544 | 793.163.161 | Neu | +100,0% | |
| SAMLYN CAPITAL, LLC | 2.323.360 | 0 | 2.323.360 | 698.936.389 | Neu | +100,0% | |
| Capital World Investors | 2.312.446 | 0 | 2.312.446 | 695.653.130 | Neu | +100,0% | |
| LONE PINE CAPITAL LLC | 2.049.967 | 0 | 2.049.967 | 616.691.573 | Neu | +100,0% | |
| ALLIANCEBERNSTEIN L.P. | 1.571.998 | 0 | 1.571.998 | 561.470.526 | Neu | +100,0% | |
| STATE STREET CORP | 1.863.266 | 0 | 1.863.266 | 560.526.311 | Neu | +100,0% | |
| WCM INVESTMENT MANAGEMENT, LLC | 1.734.395 | 0 | 1.734.395 | 520.630.729 | Neu | +100,0% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.680.090 | 0 | 1.680.090 | 505.421.594 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.594.750 | 0 | 1.594.750 | 478.507.372 | Neu | +100,0% | |
| FMR LLC | 1.297.690 | 0 | 1.297.690 | 390.384.059 | Neu | +100,0% | |
| MORGAN STANLEY | 1.283.665 | 0 | 1.283.665 | 386.166.170 | Neu | +100,0% | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.093.406 | 0 | 1.093.406 | 328.929.327 | Neu | +100,0% | |
| SurgoCap Partners LP | 1.020.839 | 0 | 1.020.839 | 307.098.996 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 974.171 | 0 | 974.171 | 293.059.862 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 904.053 | 0 | 904.053 | 271.966.264 | Neu | +100,0% | |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 893.006 | 0 | 893.006 | 268.642.995 | Neu | +100,0% | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 881.506 | 0 | 881.506 | 265.183.525 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 816.367 | 0 | 816.367 | 245.600.489 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 803.428 | 0 | 803.428 | 241.695.269 | Neu | +100,0% | |
| Assenagon Asset Management S.A. | 747.086 | 16.473 | 730.613 | 210.439.184 | Aufgestockt | +4435,2% | |
| APG Asset Management N.V. | 772.692 | 0 | 772.692 | 201.743.564 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 666.069 | 0 | 666.069 | 200.114.617 | Neu | +100,0% | |
| UBS Group AG | 653.883 | 0 | 653.883 | 196.707.622 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 591.666 | 0 | 591.666 | 177.990.884 | Neu | +100,0% | |
| MARKEL GROUP INC. | 559.951 | 0 | 559.951 | 168.450.059 | Neu | +100,0% | |
| TD ASSET MANAGEMENT INC | 554.133 | 0 | 554.133 | 166.699.830 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 525.446 | 0 | 525.446 | 158.069.920 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 487.789 | 0 | 487.789 | 146.741.566 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 440.464 | 0 | 440.464 | 132.504.785 | Neu | +100,0% | |
| Azora Capital LP | 427.338 | 0 | 427.338 | 128.556.091 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 420.689 | 0 | 420.689 | 126.555.909 | Neu | +100,0% | |
| Holocene Advisors, LP | 417.647 | 0 | 417.647 | 125.640.747 | Neu | +100,0% | |
| Epoch Investment Partners, Inc. | 408.301 | 0 | 408.301 | 122.829.190 | Neu | +100,0% | |
| VICTORY CAPITAL MANAGEMENT INC | 405.812 | 0 | 405.812 | 122.080.424 | Neu | +100,0% | |
| FRANKLIN RESOURCES INC | 402.014 | 0 | 402.014 | 120.937.872 | Neu | +100,0% | |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 391.686 | 0 | 391.686 | 117.831.168 | Neu | +100,0% | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 364.760 | 0 | 364.760 | 109.730.751 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 360.806 | 0 | 360.806 | 108.541.082 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 336.764 | 0 | 336.764 | 101.308.680 | Neu | +100,0% | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 328.874 | 0 | 328.874 | 98.935.000 | Neu | +100,0% | |
| VOYA INVESTMENT MANAGEMENT LLC | 329.270 | 0 | 329.270 | 98.764.899 | Neu | +100,0% | |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 349.248 | 348.101 | 1.147 | 98.376.177 | Aufgestockt | +0,3% | |
| CANTILLON CAPITAL MANAGEMENT LLC | 324.927 | 0 | 324.927 | 97.747.790 | Neu | +100,0% | |
| First Pacific Advisors, LP | 320.624 | 0 | 320.624 | 96.453.318 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 1693 von typischerweise 8373 Fonds (20 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 747.086 | 16.473 | +4435,2% | 210.439.184 | 43,19 | 100 % | 17 Q |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 349.248 | 348.101 | +0,3% | 98.376.177 | 20,19 | 89 % | 17 Q |
| Perpetual Ltd | 121.468 | 117.574 | +3,3% | 34.215.106 | 7,02 | 100 % | 3 Q |
| FAMILY WEALTH PARTNERS, LLC | 69.073 | 71.531 | -3,4% | 19.456.466 | 3,99 | 0 % | 11 Q |
| KWB Wealth | 28.751 | 28.624 | +0,4% | 8.098.560 | 1,66 | 0 % | 16 Q |
| TRAN CAPITAL MANAGEMENT, L.P. | 28.177 | 1.848 | +1424,7% | 7.936.898 | 1,63 | 87 % | 5 Q |
| Swedbank AB | 26.561 | 58.348 | -54,5% | 7.481.702 | 1,54 | 100 % | 16 Q |
| Y-Intercept (Hong Kong) Ltd | 26.484 | 0 | +100,0% | 7.460.013 | 1,53 | 100 % | 6 Q |
| IFM Investors Pty Ltd | 20.812 | 19.251 | +8,1% | 5.862.324 | 1,20 | 100 % | 17 Q |
| Winthrop Advisory Group LLC | 19.758 | 19.665 | +0,5% | 5.565.334 | 1,14 | 0 % | 17 Q |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19.016 | 17.115 | +11,1% | 5.356.428 | 1,10 | 98 % | 4 Q |
| REINHART PARTNERS, LLC. | 18.559 | 19.751 | -6,0% | 5.227.874 | 1,07 | 96 % | 17 Q |
| ARGENT CAPITAL MANAGEMENT LLC | 15.938 | 28.855 | -44,8% | 4.489.416 | 0,92 | 100 % | 17 Q |
| United Asset Strategies, Inc. | 14.409 | 13.767 | +4,7% | 4.058.844 | 0,83 | 77 % | 9 Q |
| PensionDanmark Pensionsforsikringsaktieselskab | 12.320 | 11.312 | +8,9% | 3.470.298 | 0,71 | 0 % | 3 Q |
| Annex Advisory Services, LLC | 12.128 | 10.975 | +10,5% | 3.416.313 | 0,70 | 100 % | 11 Q |
| Gradient Investments LLC | 11.655 | 10.881 | +7,1% | 3.282.846 | 0,67 | 0 % | 17 Q |
| Oak Thistle LLC | 11.374 | 1.928 | +489,9% | 3.203.828 | 0,66 | 0 % | 8 Q |
| Oliver Luxxe Assets LLC | 11.152 | 10.502 | +6,2% | 3.141.315 | 0,64 | 0 % | 17 Q |
| Segment Wealth Management, LLC | 9.995 | 9.197 | +8,7% | 2.815.392 | 0,58 | 0 % | 8 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 114 | 1,8 | 489 |
| 31.03.2026 | ✓ | 755 | 90,0 | 26.591 |
| 31.12.2025 | ✓ | 805 | 84,5 | 29.312 |
| 30.09.2025 | ✓ | 749 | 81,9 | 26.889 |
| 30.06.2025 | ✓ | 783 | 83,4 | 30.719 |
| 31.03.2025 | ✓ | 765 | 79,5 | 48.552 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Prana Capital Management, LP | 247.123 | 74.342.012 |
| Alyeska Investment Group, L.P. | 155.438 | 46.760.414 |
| Ceredex Value Advisors LLC | 132.920 | 39.986.324 |
| Champlain Investment Partners, LLC | 101.050 | 30.398.872 |
| Interval Partners, LP | 41.091 | 12.361.406 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 30.206 | 9.086.871 |
| Foyston, Gordon & Payne Inc | 28.724 | 8.641.041 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 28.398 | 8.543.064 |
| Taikang Asset Management (Hong Kong) Co Ltd | 26.041 | 7.833.914 |
| Squarepoint Ops LLC | 20.456 | 6.153.778 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| SAMLYN CAPITAL, LLC | 2.323.360 | 744.101 | +47.1 % | 698.936.389 |
| PRINCIPAL FINANCIAL GROUP INC | 2.636.544 | 702.061 | +36.3 % | 793.163.161 |
| FMR LLC | 1.297.690 | 632.711 | +95.1 % | 390.384.059 |
| MILLENNIUM MANAGEMENT LLC | 890.253 | 585.543 | +192.2 % | 267.814.810 |
| Boston Partners | 4.131.498 | 581.180 | +16.4 % | 1.242.012.124 |
| CITADEL ADVISORS LLC | 923.471 | 567.025 | +159.1 % | 277.807.781 |
| VAN ECK ASSOCIATES CORP | 1.002.977 | 509.189 | +103.1 % | 301.726 |
| ALLIANCEBERNSTEIN L.P. | 1.571.998 | 372.654 | +31.1 % | 561.470.526 |
| VOYA INVESTMENT MANAGEMENT LLC | 329.270 | 321.455 | +4113.3 % | 98.764.899 |
| VICTORY CAPITAL MANAGEMENT INC | 405.812 | 301.359 | +288.5 % | 122.080.424 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Capital World Investors | 2.312.446 | -1.312.911 | -36.2 % | 695.653.130 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.680.090 | -618.457 | -26.9 % | 505.421.594 |
| MORGAN STANLEY | 1.283.665 | -479.598 | -27.2 % | 386.166.170 |
| JPMORGAN CHASE & CO | 790.730 | -406.636 | -34.0 % | 237.361.902 |
| Clarkston Capital Partners, LLC | 96.404 | -205.080 | -68.0 % | 29.001.215 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.093.406 | -167.879 | -13.3 % | 328.929.327 |
| Allspring Global Investments Holdings, LLC | 2.514 | -122.214 | -98.0 % | 727.224 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14.676 | -119.545 | -89.1 % | 4.414.671 |
| Legal & General Group Plc | 287.069 | -81.232 | -22.1 % | 86.358.968 |
| TD ASSET MANAGEMENT INC | 554.133 | -79.059 | -12.5 % | 166.699.830 |
Zusätzlich aktuell von 274 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 14.05.2026 | Dodge & Cox | Passiv (13G) | 5,20 % | 4.146.547 | Neu | |
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,36 % | 4.300.570 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -10,05 pp | |
| 07.08.2025 | The Vanguard Group | Passiv (13G/A) | 10,05 % | 8.043.631 | +0,61 pp | |
| 12.11.2024 | . BlackRock, Inc. | Passiv (13G/A) | 6,40 % | 4.754.611 | 0,00 pp | |
| 22.10.2024 | . BlackRock, Inc. | Passiv (13G/A) | 6,40 % | 4.754.611 | -1,50 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 9,44 % | 7.141.049 | -0,65 pp | |
| 12.02.2024 | . BlackRock, Inc. | Passiv (13G/A) | 7,90 % | 5.961.389 | 0,00 pp | |
| 10.04.2023 | The Vanguard Group | Passiv (13G/A) | 10,09 % | 7.938.028 | +0,58 pp | |
| 09.02.2023 | Janus Henderson Group plc | Passiv (13G/A) | 4,40 % | 3.462.824 | -0,10 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 9,51 % | 7.568.439 | +0,88 pp | |
| 03.02.2023 | . BlackRock, Inc. | Passiv (13G) | 7,90 % | 6.292.224 | Neu | |
| 09.12.2022 | Janus Henderson Group plc | Passiv (13G/A) | 4,50 % | 3.581.721 | -5,50 pp | |
| 09.12.2022 | Janus Henderson Enterprise Fund | Passiv (13G/A) | 2,10 % | 1.672.814 | -3,00 pp | |
| 11.02.2022 | Janus Henderson Group plc | Passiv (13G/A) | 10,00 % | 8.049.630 | -0,20 pp | |
| 11.02.2022 | Janus Henderson Enterprise Fund | Passiv (13G/A) | 5,10 % | 4.111.220 | -0,10 pp | |
| 10.02.2022 | The Vanguard Group | Passiv (13G/A) | 8,63 % | 6.918.082 | -1,07 pp | |
| 04.02.2022 | Wellington Investment Advisors Holdings LLP (+2) | Passiv (13G/A) | 4,15 % | 3.325.880 | -3,10 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 11.06.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 05.06.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 19.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 14.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 12.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 07.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 01.05.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 06.04.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 27.03.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 10.12.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 13.05.2025 | Markwayne Mullin | – | Senate | Kauf | $15,001 – $50,000 |
| 02.04.2025 | Valerie Hoyle | – | House | Verkauf | $1,001 – $15,000 |
| 03.03.2025 | Valerie Hoyle | – | House | Kauf | $1,001 – $15,000 |
| 13.02.2025 | Markwayne Mullin | – | Senate | Kauf | $50,001 – $100,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 4.938.434.000 $ | 356.404.000 $ | 4,43 $ | 18.835.241.000 $ | 5.685.702.000 $ |
| 2025-12-31 | 10-K | 16.989.479.000 $ | 863.024.000 $ | 10,92 $ | 18.492.753.000 $ | 5.344.485.000 $ |
| 2025-09-30 | 10-Q | 4.551.977.000 $ | -29.517.000 $ | -0,37 $ | 18.032.214.000 $ | 5.042.938.000 $ |
| 2025-06-30 | 10-Q | 3.835.025.000 $ | 273.249.000 $ | 3,40 $ | 17.473.676.000 $ | 5.074.416.000 $ |
| 2025-03-31 | 10-Q | 3.670.007.000 $ | 318.573.000 $ | 4,24 $ | 13.963.222.000 $ | 3.123.783.000 $ |
| 2024-12-31 | 10-K | 12.385.107.000 $ | 1.058.616.000 $ | 14,03 $ | 13.317.404.000 $ | 2.930.602.000 $ |
| 2024-09-30 | 10-Q | 3.108.394.000 $ | 255.303.000 $ | 3,39 $ | 11.941.875.000 $ | 2.771.751.000 $ |
| 2024-06-30 | 10-Q | 2.931.769.000 $ | 243.800.000 $ | 3,23 $ | 11.503.727.000 $ | 2.515.347.000 $ |
| 2024-03-31 | 10-Q | 2.832.593.000 $ | 288.764.000 $ | 3,83 $ | 11.017.539.000 $ | 2.269.881.000 $ |
| 2023-12-31 | 10-K | 10.052.848.000 $ | 1.066.250.000 $ | 13,69 $ | 10.385.480.000 $ | 2.078.979.000 $ |
| 2023-09-30 | 10-Q | 2.522.383.000 $ | 224.291.000 $ | 2,91 $ | 9.487.329.000 $ | 2.090.588.000 $ |
| 2023-06-30 | 10-Q | 2.468.804.000 $ | 285.520.000 $ | 3,65 $ | 9.392.196.000 $ | 2.122.066.000 $ |
| 2023-03-31 | 10-Q | 2.417.832.000 $ | 338.884.000 $ | 4,24 $ | 9.167.805.000 $ | 2.192.933.000 $ |
| 2022-12-31 | 10-K | 8.600.825.000 $ | 845.702.000 $ | 10,40 $ | 9.482.226.000 $ | 2.167.552.000 $ |
| 2022-09-30 | 10-Q | 2.163.058.000 $ | 232.331.000 $ | 2,86 $ | 9.695.783.000 $ | 1.999.512.000 $ |
| 2022-06-30 | 10-Q | 2.038.887.000 $ | 160.545.000 $ | 1,97 $ | 7.736.486.000 $ | 1.844.060.000 $ |
| 2022-03-31 | 10-Q | 2.065.693.000 $ | 133.744.000 $ | 1,64 $ | 7.773.331.000 $ | 1.735.006.000 $ |
| 2021-12-31 | 10-K | 7.720.830.000 $ | 459.866.000 $ | 5,63 $ | 7.991.600.000 $ | 1.670.533.000 $ |
| 2021-09-30 | 10-Q | 2.020.763.000 $ | 103.064.000 $ | 1,26 $ | 7.555.806.000 $ | 1.616.389.000 $ |
| 2021-06-30 | 10-Q | 1.898.258.000 $ | 119.101.000 $ | 1,46 $ | 7.220.016.000 $ | 1.554.912.000 $ |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 04.05.2026 | 4,9 Mrd. USD | 4,43 |
| Q3 2025 | 30.09.2025 | 03.11.2025 | 4,6 Mrd. USD | -0,37 |
| Q2 2025 | 30.06.2025 | 04.08.2025 | 3,8 Mrd. USD | 3,40 |
| Q1 2025 | 31.03.2025 | 09.05.2025 | 3,7 Mrd. USD | 4,24 |
| Q3 2024 | 30.09.2024 | 04.11.2024 | 3,1 Mrd. USD | 3,39 |
| Q2 2024 | 30.06.2024 | 30.07.2024 | 2,9 Mrd. USD | 3,23 |
| Q1 2024 | 31.03.2024 | 02.05.2024 | 2,8 Mrd. USD | 3,83 |
| Q3 2023 | 30.09.2023 | 31.10.2023 | 2,5 Mrd. USD | 2,91 |
| Q2 2023 | 30.06.2023 | 01.08.2023 | 2,5 Mrd. USD | 3,65 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 04.05.2026 | 10-Q | 31.03.2026 | 34 Tage | SEC » |
| 23.02.2026 | 10-K | 31.12.2025 | 54 Tage | SEC » |
| 03.11.2025 | 10-Q | 30.09.2025 | 34 Tage | SEC » |
| 04.08.2025 | 10-Q | 30.06.2025 | 35 Tage | SEC » |
| 09.05.2025 | 10-Q | 31.03.2025 | 39 Tage | SEC » |
| 20.02.2025 | 10-K | 31.12.2024 | 51 Tage | SEC » |
| 04.11.2024 | 10-Q | 30.09.2024 | 35 Tage | SEC » |
| 30.07.2024 | 10-Q | 30.06.2024 | 30 Tage | SEC » |
| 02.05.2024 | 10-Q | 31.03.2024 | 32 Tage | SEC » |
| 21.02.2024 | 10-K | 31.12.2023 | 52 Tage | SEC » |
| 31.10.2023 | 10-Q | 30.09.2023 | 31 Tage | SEC » |
| 01.08.2023 | 10-Q | 30.06.2023 | 32 Tage | SEC » |
| 02.05.2023 | 10-Q | 31.03.2023 | 32 Tage | SEC » |
| 23.02.2023 | 10-K | 31.12.2022 | 54 Tage | SEC » |
| 01.11.2022 | 10-Q | 30.09.2022 | 32 Tage | SEC » |
| 04.08.2022 | 10-Q | 30.06.2022 | 35 Tage | SEC » |
| 03.05.2022 | 10-Q | 31.03.2022 | 33 Tage | SEC » |
| 22.02.2022 | 10-K | 31.12.2021 | 53 Tage | SEC » |
| 02.11.2021 | 10-Q | 30.09.2021 | 33 Tage | SEC » |
| 03.08.2021 | 10-Q | 30.06.2021 | 34 Tage | SEC » |
| 04.05.2021 | 10-Q | 31.03.2021 | 34 Tage | SEC » |
| 23.02.2021 | 10-K | 31.12.2020 | 54 Tage | SEC » |
| 03.11.2020 | 10-Q | 30.09.2020 | 34 Tage | SEC » |
| 04.08.2020 | 10-Q | 30.06.2020 | 35 Tage | SEC » |
Kapitalerhöhungen & Emissions-Historie
Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.
| Datum (US) | Art | Volumen | |
|---|---|---|---|
| 02.04.2025 | Kapitalerhöhung | $1,46 Mrd · $320,00/Aktie | SEC » |
| 31.03.2025 | Kapitalerhöhung | $1,50 Mrd | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 02.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 02.04.2026 | HV-Einladung | 14.05.2026 Jahres-HV | 16.03.2026 | DEF 14A | SEC » |
| 19.03.2026 | Vorläufig | — | — | PRE 14A | SEC » |
| 25.03.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 25.03.2025 | HV-Einladung | 22.05.2025 Jahres-HV | 24.03.2025 | DEF 14A | SEC » |
| 28.03.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 28.03.2024 | HV-Einladung | 09.05.2024 Jahres-HV | 11.03.2024 | DEF 14A | SEC » |
| 30.03.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 30.03.2023 | HV-Einladung | 11.05.2023 Jahres-HV | 13.03.2023 | DEF 14A | SEC » |
| 08.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 08.04.2022 | HV-Einladung | 18.05.2022 Jahres-HV | — | DEF 14A | SEC » |
| 22.03.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 22.03.2021 | HV-Einladung | 05.05.2021 Jahres-HV | — | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-23 | 850 | 297,62 | 252.977 |
| 2026-06-12 | 5.296 | 285,44 | 1.511.690 |
| 2026-06-10 | 17 | 288,28 | 4.901 |
| 2026-06-08 | 192.997 | 288,49 | 55.677.705 |
| 2026-05-21 | 220 | 283,83 | 62.443 |
| 2026-05-18 | 313 | 299,73 | 93.815 |
| 2026-05-07 | 101 | 324,73 | 32.798 |
| 2026-05-06 | 15 | 327,58 | 4.914 |
| 2026-05-05 | 9 | 320,85 | 2.888 |
| 2026-05-04 | 1.101 | 318,63 | 350.812 |
| 2026-05-01 | 47.418 | 334,13 | 15.843.776 |
| 2026-04-21 | 5.684 | 323,46 | 1.838.547 |
| 2026-04-20 | 733 | 317,41 | 232.662 |
| 2026-04-16 | 51 | 331,41 | 16.902 |
| 2026-04-15 | 531 | 322,45 | 171.221 |
| 2026-04-14 | 538 | 321,89 | 173.177 |
| 2026-04-10 | 3 | 314,57 | 944 |
| 2026-04-02 | 1 | 289,27 | 289 |
| 2026-03-25 | 8 | 300,17 | 2.401 |
| 2026-03-23 | 28.594 | 293,08 | 8.380.330 |
| 2026-03-13 | 4 | 289,62 | 1.158 |
| 2026-03-10 | 161 | 312,80 | 50.361 |
| 2026-03-06 | 6 | 316,92 | 1.902 |
| 2026-03-04 | 7.200 | 306,22 | 2.204.784 |
| 2026-03-03 | 793 | 306,00 | 242.658 |
| 2026-02-25 | 224 | 308,70 | 69.149 |
| 2026-02-24 | 2 | 303,88 | 608 |
| 2026-02-20 | 17.055 | 327,92 | 5.592.676 |
| 2026-02-12 | 183 | 338,67 | 61.977 |
| 2026-02-05 | 14.963 | 388,96 | 5.820.008 |
| 2026-02-03 | 20.131 | 376,33 | 7.575.899 |
| 2026-01-23 | 382 | 378,24 | 144.488 |
| 2026-01-22 | 963 | 370,95 | 357.225 |