Atlanticus Holdings Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 754.96 K | $39.61 M | 7.20% | 4.99% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 522.55 K | $27.42 M | -7.69% | 3.46% |
| BLACKROCK, INC. | 05/13/2026 | 430.17 K | $22.57 M | -0.73% | 2.84% |
| 05/15/2026 | 235.28 K | $12.35 M | 100.00% | 1.56% | |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 185.09 K | $9.71 M | 14.98% | 1.22% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 143.10 K | $7.51 M | 4.22% | 0.95% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 121.40 K | $6.37 M | 8.25% | 0.80% |
| HB WEALTH MANAGEMENT, LLC | 04/27/2026 | 118.79 K | $6.23 M | 1,761.59% | 0.79% |
| STATE STREET CORP | 05/15/2026 | 115.88 K | $6.08 M | -1.02% | 0.77% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 115.56 K | $6.06 M | -9.69% | 0.76% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 69.31 K | $3.64 M | 7.04% | 0.46% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 63.69 K | $3.34 M | -2.26% | 0.42% |
| NORTHERN TRUST CORP | 05/14/2026 | 59.57 K | $3.13 M | 4.78% | 0.39% |
| JPMORGAN CHASE & CO | 05/13/2026 | 54.08 K | $2.78 M | 1,018.83% | 0.36% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 51.63 K | $2.71 M | 3.96% | 0.34% |
| 05/08/2026 | 40.80 K | $2.14 M | 100.00% | 0.27% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 35.45 K | $1.86 M | 100.00% | 0.23% |
| CITADEL ADVISORS LLC | 05/15/2026 | 30.79 K | $1.62 M | 101.33% | 0.20% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 29.05 K | $1.52 M | -64.56% | 0.19% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 28.03 K | $1.47 M | -0.57% | 0.19% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 27.99 K | $1.47 M | -10.37% | 0.19% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 26.03 K | $1.37 M | 20.56% | 0.17% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 23.02 K | $1.21 M | -22.47% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 21.88 K | $1.15 M | 44.57% | 0.14% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 20.91 K | $1.10 M | -19.86% | 0.14% |
| UBS GROUP AG | 05/05/2026 | 17.85 K | $936.43 K | -52.51% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 16.76 K | $879.24 K | -3.79% | 0.11% |
| INVESCO LTD. | 05/12/2026 | 13.28 K | $696.70 K | -0.59% | 0.09% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 13.22 K | $693.39 K | 8.73% | 0.09% |
| MORGAN STANLEY | 05/15/2026 | 13.10 K | $687.13 K | -29.71% | 0.09% |
| SWISS NATIONAL BANK | 05/07/2026 | 11.70 K | $613.90 K | 0.00% | 0.08% |
| 05/11/2026 | 11.37 K | $596.48 K | 0.00% | 0.08% | |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 10.85 K | $569.35 K | -12.98% | 0.07% |
| PICTON MAHONEY ASSET MANAGEMENT | 05/13/2026 | 10.81 K | $567.20 K | 100.00% | 0.07% |
| NUVEEN, LLC | 04/30/2026 | 10.51 K | $551.41 K | 0.62% | 0.07% |
| XTX TOPCO LTD | 05/15/2026 | 10.28 K | $539.55 K | 15.81% | 0.07% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 10.26 K | $539.00 K | 11.62% | 0.07% |
| CREATIVE PLANNING | 05/12/2026 | 9.92 K | $520.35 K | 57.64% | 0.07% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 9.05 K | $474.75 K | -71.06% | 0.06% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 8.73 K | $457.85 K | 1.63% | 0.06% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 8.70 K | $470.55 K | 11.79% | 0.06% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 8.47 K | $444.42 K | 8.73% | 0.06% |
| MAN GROUP PLC | 05/15/2026 | 7.89 K | $413.88 K | 151.21% | 0.05% |
| 05/14/2026 | 7.38 K | $387.23 K | 0.00% | 0.05% | |
| RHUMBLINE ADVISERS | 05/12/2026 | 6.92 K | $362.93 K | -1.55% | 0.05% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 6.76 K | $452.58 K | 0.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 6.28 K | $329.51 K | 18.11% | 0.04% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 5.84 K | $306.21 K | -67.89% | 0.04% |
| ALLSTATE CORP | 05/11/2026 | 5.67 K | $297.35 K | 100.00% | 0.04% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 05/15/2026 | 5.66 K | $297.14 K | 100.00% | 0.04% |
Atlanticus Holdings Corp institutional Ownership - FAQ's
During the previous two years, 143 institutional investors and hedge funds held shares of Atlanticus Holdings Corp. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 754,958
DIMENSIONAL FUND ADVISORS LP: 522,545
BlackRock, Inc.: 430,167
AMERICAN CENTURY COMPANIES INC: 185,091
GEODE CAPITAL MANAGEMENT, LLC: 143,095
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 121,403
24.16% of Atlanticus Holdings Corp stock is owned by institutional investors.
Institutional investors have bought a total of 4.79 M shares in the last 24 months. This purchase volume represents approximately $265.29 M in transactions.