AssetMark Financial Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:AMK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Mar 24	SellUS$416,285	H. Kim	Individual	11,833	US$35.18
06 Dec 23	SellUS$301,070	Carrie Hansen	Individual	11,500	US$26.18
17 Nov 23	SellUS$100,680	Joel McNatt	Individual	4,000	US$25.17
14 Jun 23	SellUS$204,582	Ted Angus	Individual	7,265	US$28.16
09 Jun 23	SellUS$52,621	Joel McNatt	Individual	1,756	US$30.04
09 Jun 23	SellUS$124,989	Ted Angus	Individual	4,173	US$30.04
09 Jun 23	SellUS$124,989	Mukesh Mehta	Individual	4,173	US$30.04
09 Jun 23	SellUS$124,989	Carrie Hansen	Individual	4,173	US$30.04
09 Jun 23	SellUS$40,635	Esi Minta-Jacobs	Individual	1,357	US$30.04
09 Jun 23	SellUS$255,782	Natalie Wolfsen	Individual	8,534	US$30.04
09 Jun 23	SellUS$189,483	H. Kim	Individual	6,327	US$30.04
09 Jun 23	SellUS$124,989	Gary Zyla	Individual	4,173	US$30.04
17 May 23	SellUS$168,720	Esi Minta-Jacobs	Individual	6,000	US$28.12
17 May 23	SellUS$158,512	Ted Angus	Individual	5,637	US$28.12

Insider Trading Volume

Insider Buying: AMK insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of AMK?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	6,085	0.00818%
General Public	857,524	1.15%
Individual Insiders	1,292,469	1.74%
Institutions	21,369,360	28.7%
Public Companies	50,873,799	68.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 94.41% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
68.4%	Huatai Securities Co., Ltd.	50,873,799	US$1.8b	0%	no data
3.87%	JP Morgan Asset Management	2,879,955	US$101.3m	-1.38%	0.01%
2.84%	The Vanguard Group, Inc.	2,116,522	US$74.4m	1.49%	no data
2.6%	BlackRock, Inc.	1,937,171	US$68.1m	10.6%	no data
2.49%	Jennison Associates LLC	1,853,384	US$65.2m	7.77%	0.04%
2.17%	Capital Research and Management Company	1,611,713	US$56.7m	-26%	no data
2.03%	T. Rowe Price Group, Inc.	1,512,437	US$53.2m	-8.78%	0.01%
1.27%	Dimensional Fund Advisors LP	943,396	US$33.2m	11.7%	0.01%
1.06%	Adage Capital Management, L.P.	789,298	US$27.8m	0.17%	0.05%
0.99%	Janus Henderson Group plc	735,021	US$25.9m	0.71%	0.01%
0.81%	Cerity Partners LLC	605,481	US$21.3m	0%	0.05%
0.7%	State Street Global Advisors, Inc.	523,626	US$18.4m	-0.94%	no data
0.63%	Geode Capital Management, LLC	472,374	US$16.6m	6.61%	no data
0.63%	Millennium Management LLC	466,880	US$16.4m	36.6%	0.01%
0.63%	Azora Capital LP	465,355	US$16.4m	32.8%	1.52%
0.48%	Natalie Wolfsen	354,861	US$12.5m	3.24%	no data
0.43%	William Blair Investment Management, LLC	322,494	US$11.3m	17.6%	0.02%
0.43%	H. Kim	318,153	US$11.2m	3.49%	no data
0.34%	PRIMECAP Management Company	251,700	US$8.9m	0%	0.01%
0.34%	Mukesh Mehta	250,421	US$8.8m	0%	no data
0.33%	Stony Point Wealth Management Inc.	246,860	US$8.7m	0%	4.03%
0.3%	Northern Trust Global Investments	222,793	US$7.8m	3.03%	no data
0.24%	Nuveen Investments, Inc.	178,603	US$6.3m	-0.67%	0.02%
0.23%	Charles Schwab Investment Management, Inc.	171,489	US$6.0m	0%	no data
0.19%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	139,842	US$4.9m	94.9%	no data