AJB - AJ Bell plc Aktier - Aktiekurs, institutionellt ägande, aktieägare (LSE)

Grundläggande statistik

Institutionella ägare	76 total, 76 long only, 0 short only, 0 long/short - change of 2,70% MRQ
Aktiepris	512,50
Genomsnittlig portföljallokering	0.3888 % - change of 12,50% MRQ
Utestående aktier	shares (source: Capital IQ)

Institutionella aktier (lång)	44 145 970 - 10,91% (ex 13D/G) - change of 0,53MM shares 1,20% MRQ
Institutionellt värde (lång)	$ 288 624 USD ($1000)

Institutionellt ägande och aktieägare

AJ Bell plc (GB:AJB) har 76 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 44,145,970 aktier. Största aktieägare inkluderar 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) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 12, 2025 is 512,50 / share. Previously, on September 16, 2024, the share price was 445,00 / share. This represents an increase of 15,17% over that period.

GB:AJB / AJ Bell plc Institutional Ownership

Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Se högst rankade aktier

13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Ikraftträdande datum :

Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
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

DE:3FY	5,95 €
GB:AJBL

AJB - AJ Bell plc Aktier - Aktiekurs, institutionellt ägande, aktieägare (LSE)

Grundläggande statistik

Institutionellt ägande och aktieägare

Fondsentimentets poäng

13F- och NPORT-arkiveringar

Other Listings