AJB - AJ Bell plc Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (LSE)

AJ Bell plc
GB ˙ LSE ˙ GB00BFZNLB60
512,00 £ ↑7,00 (1,39%)
2025-09-18
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 76 total, 76 long only, 0 short only, 0 long/short - change of 2,70% MRQ
Del pris 512,00
Gennemsnitlig porteføljeallokering 0.3888 % - change of 12,50% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 44.145.970 - 10,92% (ex 13D/G) - change of 0,53MM shares 1,20% MRQ
Institutionel værdi (lang) $ 288.624 USD ($1000)
Institutionelt ejerskab og aktionærer

AJ Bell plc (GB:AJB) har 76 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 44,145,970 aktier. Største aktionærer omfatter BCSFX - The Brown Capital Management International Small Company Fund Institutional Shares, VISAX - Virtus KAR International Small-Cap Fund Class A, VGTSX - Vanguard Total International Stock Index Fund Investor Shares, VTMGX - Vanguard Developed Markets Index Fund Admiral Shares, IEFA - iShares Core MSCI EAFE ETF, Dfa Investment Trust Co - The United Kingdom Small Company Series, DFIEX - International Core Equity Portfolio - Institutional Class, SCZ - iShares MSCI EAFE Small-Cap ETF, VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares, and NAINX - VIRTUS TACTICAL ALLOCATION FUND Class A .

AJ Bell plc (LSE:AJB) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 18, 2025 is 512,00 / share. Previously, on September 19, 2024, the share price was 454,50 / share. This represents an increase of 12,65% over that period.

GB:AJB / AJ Bell plc Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-07-29 NP JISAX - International Small Company Fund Class NAV 14.749 -39,85 98 -25,95
2025-08-21 NP MNCSX - Mercer Non-US Core Equity Fund Class I 4.483 31
2025-08-20 NP WAIGX - Wasatch International Growth Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 828.768 -11,46 5.839 19,02
2025-06-26 NP DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.051.101 0,00 5.982 3,64
2025-08-26 NP RGSAX - AllianzGI Global Small-Cap Fund A 216.011 -1,65 1.515 31,74
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 19.110 126
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 14.871 0,00 104 33,33
2025-06-24 NP TLTD - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 352 0,00 2 0,00
2025-06-26 NP SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 46.489 -44,42 265 -42,48
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 288.586 66,30 1.624 68,54
2025-05-27 NP FDTS - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.719 1,42 14 -6,67
2025-07-28 NP AVDS - Avantis International Small Cap Equity ETF 10.985 80,91 73 125,00
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 59.750 0,00 419 33,12
2025-07-25 NP SCHC - Schwab International Small-Cap Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 574.367 -3,99 3.814 20,66
2025-08-27 NP VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.691.484 -3,51 18.962 29,72
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va International Small Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45.769 0,00 260 3,59
2025-06-30 NP PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.990 -42,28 86 -40,14
2025-06-26 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 152.250 1,64 855 2,89
2025-07-29 NP Copeland Trust - COPELAND INTERNATIONAL SMALL CAP FUND Class A Shares 998 3,85 7 20,00
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 87.150 0,00 610 33,77
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 138.023 0,00 786 3,56
2025-07-25 NP EWUS - iShares MSCI United Kingdom Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30.713 -11,51 203 9,73
2025-06-26 NP ISCF - iShares Edge MSCI Multifactor Intl Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73.232 -44,03 417 -42,06
2025-06-27 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77.920 0,00 443 3,75
2025-07-29 NP VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55.456 3,43 367 27,53
2025-08-26 NP IGRO - iShares International Dividend Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71.665 -9,33 505 21,74
2025-06-25 NP NTKLX - Voya Multi-Manager International Small Cap Fund Class A 12.352 0,00 70 4,48
2025-08-28 NP SEIE - SEI Select International Equity ETF 134.757 5,17 944 42,02
2025-08-28 NP SIOAX - SIMT MULTI-ASSET INCOME FUND Class F 18.618 0,00 131 34,02
2025-06-26 NP Dfa Investment Trust Co - The United Kingdom Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.435.758 2,43 8.171 6,14
2025-06-26 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 250.577 2,11 1.410 3,45
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 3.616 7,30 20 11,11
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 31.603 3,40 178 4,73
2025-08-26 NP NAINX - VIRTUS TACTICAL ALLOCATION FUND Class A 844.538 0,00 5.924 33,85
2025-08-27 NP OAIEX - Optimum International Fund Class A 5.283 0,00 37 37,04
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 107.407 -17,70 611 -14,66
2025-08-20 NP WAIOX - Wasatch International Opportunities Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 239.498 0,00 1.687 34,42
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 150.540 39,05 847 40,77
2025-06-26 NP FSISX - Fidelity SAI International Small Cap Index Fund 91.491 -2,86 514 -1,72
2025-08-29 NP JAJDX - International Small Company Trust NAV 13.681 0,00 96 35,21
2025-08-15 NP MBEQX - M International Equity Fund 9.670 0,00 68 34,00
2025-08-29 NP DLS - WisdomTree International SmallCap Dividend Fund N/A 324.729 -2,22 2.274 31,92
2025-08-28 NP SPEU - SPDR(R) Portfolio Europe ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.355 -41,18 115 -20,83
2025-06-30 NP VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.037.039 -7,41 5.902 -4,05
2025-08-26 NP IRCYX - International Small Cap Portfolio Advisor Class 253.970 1.789
2025-07-30 NP FILFX - Strategic Advisers International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 218.151 0,00 1.447 25,72
2025-04-29 NP SWSAX - SIIT World Select Equity Fund Class A 15.461 0,00 83 -11,83
2025-08-28 NP SEEIX - Sit International Equity Fund - Class I 243.666 49,34 1.714 100,59
2025-08-27 NP BCIIX - The Brown Capital Management International Equity Fund Investor Shares 398.377 -5,81 2.807 26,62
2025-06-26 NP DFIS - Dimensional International Small Cap ETF 460.362 16,33 2.590 17,84
2025-08-29 NP DDLS - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 130.983 -9,79 917 21,78
2025-08-26 NP VISAX - Virtus KAR International Small-Cap Fund Class A 6.764.385 0,00 47.447 33,85
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 752.870 9,98 4.285 13,97
2025-07-28 NP AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 192.686 9,32 1.275 35,10
2025-08-26 NP PCSCX - POLAR CAPITAL INTERNATIONAL SMALL COMPANY FUND 146.252 12,87 1.030 51,92
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 188.707 0,00 1.074 3,57
2025-08-29 NP DFE - WisdomTree Europe SmallCap Dividend Fund N/A 150.732 9,14 1.055 47,35
2025-07-25 NP CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class 202.711 0,00 1.341 23,59
2025-08-20 NP WAGOX - Wasatch Global Opportunities Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 294.860 -1,94 2.077 31,87
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 485.852 0,62 2.765 4,30
2025-08-26 NP VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 91.292 0,00 640 33,89
2025-06-26 NP IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.883.001 2,82 10.717 6,55
2025-06-26 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 400.514 7,49 2.279 11,39
2025-06-30 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.455.776 -0,62 25.359 2,99
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81.220 0,00 462 3,59
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 28.544 0,00 201 34,90
2025-08-28 NP QCSTRX - Stock Account Class R1 257.702 -9,60 1.816 21,57
2025-08-25 NP FPXE - First Trust IPOX Europe Equity Opportunities ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.243 16,46 16 50,00
2025-08-27 NP BCSFX - The Brown Capital Management International Small Company Fund Institutional Shares 12.647.045 1,23 89.099 36,10
2025-06-26 NP IEUS - iShares MSCI Europe Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.688 10,13 141 13,82
2025-06-26 NP SCZ - iShares MSCI EAFE Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.049.962 0,61 5.976 4,26
2025-06-30 NP VEURX - Vanguard European Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 732.200 20,75 4.167 25,14
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 136.933 7,73 779 11,60
2025-07-28 NP AVSD - Avantis Responsible International Equity ETF 9.713 0,00 64 23,08
2025-07-28 NP AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.165 0,00 120 23,71
2025-06-26 NP IEUR - iShares Core MSCI Europe ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 127.444 29,16 725 34,01
Other Listings
DE:3FY 5,80 €
GB:AJBL
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