AJBL - AJ Bell plc Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS-CHIXE)

AJ Bell plc
GB ˙ BATS-CHIXE ˙ GB00BFZNLB60
Grundlæggende statistik
Institutionelle ejere 32 total, 32 long only, 0 short only, 0 long/short - change of -56,76% MRQ
Gennemsnitlig porteføljeallokering 0.0643 % - change of -83,92% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 15.957.359 - 4,01% (ex 13D/G) - change of -28,34MM shares -63,98% MRQ
Institutionel værdi (lang) $ 113.067 USD ($1000)
Institutionelt ejerskab og aktionærer

AJ Bell plc (GB:AJBL) har 32 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 15,957,359 aktier. Største aktionærer omfatter VGTSX - Vanguard Total International Stock Index Fund Investor 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, OWSMX - Old Westbury Small & Mid Cap Strategies Fund, VEURX - Vanguard European Stock Index Fund Investor Shares, DFIS - Dimensional International Small Cap ETF, and IXUS - iShares Core MSCI Total International Stock ETF .

AJ Bell plc (BATS-CHIXE:AJBL) 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%.

GB:AJBL / 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.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-09-24 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 141.398 10,95 1.001 38,07
2025-09-24 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 1.902.581 1,04 13.475 25,75
2025-09-25 NP DFIC - Dimensional International Core Equity 2 ETF 318.709 10,44 2.271 39,93
2025-09-25 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 725.269 -0,95 5.137 23,25
2025-09-25 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 63.879 39,57 452 73,85
2025-09-26 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 0,00 1.083 26,70
2025-09-29 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 10.153 -32,27 72 -15,29
2025-09-24 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 83.580 14,13 592 42,07
2025-09-25 NP DFIS - Dimensional International Small Cap ETF 521.010 13,17 3.713 43,38
2025-09-25 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 1.480.474 3,11 10.486 28,32
2025-09-25 NP DFSI - Dimensional International Sustainability Core 1 ETF 33.137 4,85 236 33,33
2025-09-24 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 32.582 31,98 231 64,29
2025-09-25 NP DXIV - Dimensional International Vector Equity ETF 4.092 13,16 29 45,00
2025-09-25 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 0,00 575 24,46
2025-09-25 NP SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 105.464 126,86 747 182,58
2025-09-23 NP NTKLX - Voya Multi-Manager International Small Cap Fund Class A 34.452 178,92 244 248,57
2025-09-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 752.870 0,00 5.332 24,46
2025-09-25 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 0,00 978 24,46
2025-09-25 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 4.317.419 -3,11 30.578 20,59
2025-09-25 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 983.989 -5,12 6.969 18,08
2025-09-25 NP DFAI - Dimensional International Core Equity Market ETF 151.969 0,95 1.083 27,90
2025-09-24 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 400.090 -0,11 2.834 24,31
2025-09-25 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 255.879 2,12 1.823 29,38
2025-09-26 NP FSISX - Fidelity SAI International Small Cap Index Fund 92.666 1,28 659 28,46
2025-09-24 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 1.055.946 0,57 7.479 25,15
2025-09-25 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 0,00 761 24,39
2025-09-25 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 2.263 542,90 16 1.500,00
2025-09-25 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 1.102.102 4,85 7.806 30,47
2025-09-24 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 502.926 3,51 3.562 28,82
2025-09-25 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 0,00 552 24,38
2025-09-25 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 1.337 24,51
2025-09-25 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 0,00 970 24,39
Other Listings
GB:AJB 446,20 £
DE:3FY 5,05 €
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