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

AJ Bell plc
GB ˙ LSE ˙ GB00BFZNLB60
440,20 GBP ↑4,60 (1,06%)
2026-03-13
DELAT PRIS
Grundläggande statistik
Institutionella ägare 32 total, 32 long only, 0 short only, 0 long/short - change of −56,76% MRQ
Aktiepris 440,20
Genomsnittlig portföljallokering 0.0643 % - change of −83,92% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 15 957 359 - 4,01% (ex 13D/G) - change of −28,34MM shares −63,98% MRQ
Institutionellt värde (lång) $ 113 067 USD ($1000)
Institutionellt ägande och aktieägare

AJ Bell plc (GB:AJB) har 32 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 15,957,359 aktier. Största aktieägare inkluderar 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 (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 March 13, 2026 is 440,20 / share. Previously, on March 17, 2025, the share price was 419,00 / share. This represents an increase of 5,06% 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

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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.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
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
DE:3FY 5,00 €
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