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Liberty Global plc (LBTYK)
USD10.53
+0.16 (+1.49%)
GB NASDAQ NASDAQ 100
Communication Services Telecommunications Services
Address
Griffin House W6 8BS
London, GB
London, GB
CEO
Michael Thomas Fries
Website
libertyglobal.com
IPO
2005-09-08
CIK 1570585 ISIN BMG611881274
Also trades on
London Stock Exchange · 0XHR.L (USD)
NASDAQ Global Market · LBYAV (USD)
NASDAQ Global Market · LBYKV (USD)
NASDAQ Global Select · LBTYA (USD)
NASDAQ Global Select · LBTYB (USD)
NASDAQ Global Select · LBTYK (USD)
Description
Liberty Global plc delivers a comprehensive suite of telecommunication services, including high-speed internet, television, landline telephony, and mobile communication, catering to both individual consumers and corporate clients. Its advanced broadband offerings encompass intelligent Wi-Fi functionalities, robust security solutions, smart home integration, online storage, and personalized web spaces. The company deploys its Connect Box and Horizon box to facilitate in-home Wi-Fi connectivity and extends internet access through community Wi-Fi via residential routers, alongside public hotspots situated in various venues like train stations, hotels, and restaurants. For entertainment, Liberty Global provides diverse tiers of digital video and audio programming, including digital video recorders (DVRs) and sophisticated multimedia home gateway systems. Its extensive channel lineup features genres such as general entertainment, sports, movies, series, documentaries, lifestyle, news, adult, children's, and international channels. Mobile services consist of both postpaid and prepaid options. Fixed-line telephony features traditional circuit-switched services, coupled with enhancements like personal call management, unified messaging, and the flexibility to add additional phone lines for an extra charge. Furthermore, the company offers tailored business solutions, encompassing voice, advanced data, video, wireless, cloud-based services, and integrated fixed-mobile communication. These services are designed for a broad spectrum of commercial entities, from small or home offices to large enterprises, and are also provided on a wholesale basis to other network operators. Liberty Global plc maintains a significant operational presence across the United Kingdom, Belgium, Switzerland, Ireland, Poland, and Slovakia, with additional international activities. The company was established in London, UK, in 2004.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Lynx | VMED | 2013-03-07 | View |
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| NASDAQ 100 | 2014-12-22 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD10.53
+0.16 (+1.49%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.73
Float Shares
274.22M
Free Float %
81.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.75% | -5.29% | -4.16% | +0.98% | +1.53% | +2.17% | +19.37% | +19.62% | -21.83% | -31.64% | +117.76% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (29 ratings, all time)
Buy
Price Targets & DCF
Current price
10.53
Low
11.50
+9.3%
Consensus
12.67
+20.4%
Median
12.50
+18.8%
High
14.00
+33.0%
DCF (Levered)
31.27
+197.1%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
50% Bullish
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | -1 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 3 |
12.67
+20.4%
|
Quality scores
Altman Z-Score
0.98
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Telecommunications Services: +7.0%+12.4% ★ Q1'26: +8.8% (vs Q1'25)
-
EPS growth Telecommunications Services: +15.8%-564.8% Q1'26: +125.0% (vs Q1'25)
-
FCF margin FCF growth · Telecommunications Services: +29.4%-7.7% Q1'26: -22.8% (vs Q1'25)
-
EBIT margin Telecommunications Services: +14.7%+0.7% Q1'26: +1.9% (vs Q1'25)
-
ROIC Telecommunications Services: +6.4%+0.2% Q1'26: +0.4% (vs Q1'25)
-
Share dilution Telecommunications Services: +0.0%+0.0% Q1'26: -3.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Telecommunications Services: 1.26×9.48× Q1'26: 8.01× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 1 EPS Ana. |
Dec 2027 9 Rev. Ana. 1 EPS Ana. |
Dec 2028 3 Rev. Ana. 1 EPS Ana. |
Dec 2029 4 Rev. Ana. 1 EPS Ana. |
Dec 2030 4 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
9.02B
est: 91.86B (-90.2%)
|
9.51B
est: 64.99B (-85.4%)
|
9.93B
est: 39.91B (-75.1%)
|
14.47B
est: 12.49B (+15.8%)
|
17.06B
est: 17.64B (-3.3%)
|
13.73B
est: 17.26B (-20.4%)
|
11.28B
est: 14.99B (-24.8%)
|
11.96B
est: 12.16B (-1.7%)
|
11.12B
est: 11.51B (-3.4%)
|
11.55B
est: 11.80B (-2.2%)
|
10.31B
est: 10.54B (-2.2%)
|
4.02B
est: 7.10B (-43.4%)
|
4.12B
est: 7.44B (-44.7%)
|
4.34B
est: 7.26B (-40.2%)
|
4.88B
est: 4.84B (+0.9%)
|
5.04B
5.02B – 5.08B
+4.2% YoY
|
5.10B
4.91B – 5.25B
+1.2% YoY
|
5.12B
5.02B – 5.22B
+0.4% YoY
|
5.27B
5.16B – 5.36B
+2.8% YoY
|
5.32B
5.21B – 5.42B
+1.1% YoY
|
| EBITDA |
2.38B
est: 42.33B (-94.4%)
|
3.34B
est: 21.81B (-84.7%)
|
4.72B
est: 15.46B (-69.5%)
|
6.44B
est: 3.76B (+71.1%)
|
7.88B
est: 5.31B (+48.4%)
|
5.83B
est: 5.20B (+12.1%)
|
4.63B
est: 10.91B (-57.6%)
|
4.88B
est: 3.66B (+33.1%)
|
4.36B
est: 3.46B (+25.9%)
|
4.36B
est: 3.55B (+22.6%)
|
3.66B
est: 3.17B (+15.2%)
|
1.27B
est: 2.14B (-40.8%)
|
951.90M
est: 2.24B (-57.5%)
|
987.90M
est: 1.96B (-49.5%)
|
1.07B
est: 1.30B (-17.8%)
|
1.36B
1.35B – 1.37B
+4.2% YoY
|
1.38B
1.32B – 1.42B
+1.2% YoY
|
1.38B
1.35B – 1.41B
+0.4% YoY
|
1.42B
1.39B – 1.45B
+2.8% YoY
|
1.44B
1.41B – 1.46B
+1.1% YoY
|
| EBIT |
133.00M
est: 14.94B (-99.1%)
|
879.40M
est: 11.29B (-92.2%)
|
2.06B
est: 7.52B (-72.6%)
|
2.16B
est: 9.64B (-77.6%)
|
2.27B
est: 17.28B (-86.8%)
|
1.71B
est: 986.78M (+73.2%)
|
840.80M
est: 4.38B (-80.8%)
|
1.02B
est: 695.43M (+46.3%)
|
815.30M
est: 7.12B (-88.6%)
|
2.13B
est: 9.53B (-77.7%)
|
1.30B
est: 9.75B (-86.7%)
|
172.20M
est: 405.68M (-57.6%)
|
-264.50M
est: 425.28M (-162.2%)
|
-14.10M
est: 157.06M (-109.0%)
|
32.60M
est: 104.71M (-68.9%)
|
109.15M
108.61M – 109.92M
+4.2% YoY
|
110.41M
106.38M – 113.64M
+1.2% YoY
|
110.88M
108.59M – 112.89M
+0.4% YoY
|
113.98M
111.62M – 116.04M
+2.8% YoY
|
115.25M
112.86M – 117.33M
+1.1% YoY
|
| Net Income |
388.20M
est: 3.96B (-90.2%)
|
-772.70M
est: -7.72B (+90.0%)
|
-648.40M
est: -1.36B (+52.3%)
|
-963.90M
est: -6.30B (+84.7%)
|
-1.15B
est: -12.48B (+90.8%)
|
1.71B
est: 146.33B (-98.8%)
|
-2.78B
est: -5.25B (+47.1%)
|
725.30M
est: -71.33M (+1,116.9%)
|
11.52B
est: 48.09B (-76.0%)
|
-1.63B
est: 57.03B (-102.9%)
|
13.43B
est: 63.15B (-78.7%)
|
1.47B
est: 69.85B (-97.9%)
|
-4.05B
est: 78.00B (-105.2%)
|
1.59B
est: -683.79M (+332.2%)
|
-7.14B
est: -4.66B (-53.0%)
|
-576.22M
-589.77M – -560.72M
+87.6% YoY
|
-467.15M
-478.14M – -454.59M
+18.9% YoY
|
-386.17M
-395.26M – -375.79M
+17.3% YoY
|
-192.47M
-197.00M – -187.29M
+50.2% YoY
|
-87.16M
-89.21M – -84.81M
+54.7% YoY
|
| SGA |
1.68B
est: 41.53B (-95.9%)
|
1.78B
est: 29.48B (-94.0%)
|
1.86B
est: 9.50B (-80.4%)
|
2.60B
est: 2.97B (-12.6%)
|
2.93B
est: 4.20B (-30.2%)
|
2.48B
est: 4.11B (-39.5%)
|
1.99B
est: 3.57B (-44.3%)
|
2.05B
est: 2.89B (-29.1%)
|
2.05B
est: 2.74B (-25.2%)
|
2.16B
est: 2.81B (-23.1%)
|
2.17B
est: 2.51B (-13.5%)
|
1.01B
est: 1.69B (-40.3%)
|
1.13B
est: 1.77B (-36.1%)
|
1.16B
est: 1.82B (-36.4%)
|
1.22B
est: 1.21B (+0.9%)
|
1.26B
1.26B – 1.27B
+4.2% YoY
|
1.28B
1.23B – 1.32B
+1.2% YoY
|
1.28B
1.26B – 1.31B
+0.4% YoY
|
1.32B
1.29B – 1.34B
+2.8% YoY
|
1.33B
1.31B – 1.36B
+1.1% YoY
|
| EPS |
1.37
est: -5.79 (+123.7%)
|
-2.60
est: 5.77 (-145.1%)
|
-1.21
est: 3.66 (-133.1%)
|
-1.40
est: 4.00 (-135.0%)
|
-1.33
est: -0.29 (-355.7%)
|
1.59
est: -0.01 (+22,201.8%)
|
-2.84
est: -0.83 (-243.4%)
|
-1.97
est: -0.20 (-903.0%)
|
-2.26
est: -0.34 (-571.9%)
|
-2.80
est: -0.13 (-2,000.7%)
|
24.01
est: 10.81 (+122.0%)
|
0.53
est: 6.04 (-91.2%)
|
-9.01
est: -0.78 (-1,048.1%)
|
4.33
est: -1.88 (+330.0%)
|
-19.66
est: -12.84 (-53.1%)
|
-1.59
-1.62 – -1.54
+87.6% YoY
|
-1.29
-1.32 – -1.25
+18.9% YoY
|
-1.06
-1.09 – -1.03
+17.3% YoY
|
-0.53
-0.54 – -0.52
+50.2% YoY
|
-0.24
-0.25 – -0.23
+54.7% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-04 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-05-01 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
1.16B
OE per share TTM
3.18
Owner's Yield
29.64%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
99.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
65
Total invested
168.29M
Insider transactions (90d)
0
Beneficial owners (>5%)
43
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2. | 43.25M | 12.00% | 30.82M | — | 43.25M | — | CO | US | 2022-02-11 | ↗ |
| 2 | Christian Leone | 28.79M | 7.40% | — | 28.79M | — | 28.79M | IN | Delaware | 2021-02-16 | ↗ |
| 3 | LCG Holdings, LLC | 28.79M | 7.40% | — | 28.79M | — | 28.79M | OO | Delaware | 2021-02-16 | ↗ |
| 4 | Artisan Investments GP LLC | 10.56M | 6.00% | — | 10.08M | — | 10.56M | HC | Delaware | 2022-02-04 | ↗ |
| 5 | Artisan Partners Asset Management Inc. | 10.56M | 6.00% | — | 10.08M | — | 10.56M | HC | Delaware | 2022-02-04 | ↗ |
| 6 | Artisan Partners Holdings LP | 10.56M | 6.00% | — | 10.08M | — | 10.56M | HC | Delaware | 2022-02-04 | ↗ |
| 7 | Artisan Partners Limited Partnership | 10.56M | 6.00% | — | 10.08M | — | 10.56M | IA | Delaware | 2022-02-04 | ↗ |
| 8 | ACR Alpine Capital GP, LLC | 8.83M | 5.10% | — | 8.83M | — | 8.83M | OO | Delaware | 2024-12-13 | ↗ |
| 9 | ACR Alpine Capital Research, LLC | 8.83M | 5.10% | — | 8.83M | — | 8.83M | IA | Delaware | 2024-12-13 | ↗ |
| 10 | ACR Alpine Capital Research, LP | 8.83M | 5.10% | — | 8.83M | — | 8.83M | PN | Delaware | 2024-12-13 | ↗ |
| 11 | Alpine Holdings Corporation | 8.83M | 5.10% | — | 8.83M | — | 8.83M | CO | Delaware | 2024-12-13 | ↗ |
| 12 | Alpine Investment Management, LLC | 8.83M | 5.10% | — | 8.83M | — | 8.83M | OO | Delaware | 2024-12-13 | ↗ |
| 13 | Jennifer O. Tompras | 8.83M | 5.10% | — | 8.83M | — | 8.83M | IN | Delaware | 2024-12-13 | ↗ |
| 14 | Nicholas V. Tompras | 8.83M | 5.10% | — | 8.83M | — | 8.83M | IN | Delaware | 2024-12-13 | ↗ |
| 15 | Nicholas V. Tompras Living Trust 9/23/03, as amended | 8.83M | 5.10% | — | 8.83M | — | 8.83M | OO | Delaware | 2024-12-13 | ↗ |
| 16 | Luxor Capital Partners Offshore Master Fund, LP | 7.53M | 1.93% | — | 7.53M | — | 7.53M | PN | Delaware | 2021-02-16 | ↗ |
| 17 | Luxor Capital Partners Offshore, Ltd. | 7.53M | 1.93% | — | 7.53M | — | 7.53M | CO | Delaware | 2021-02-16 | ↗ |
| 18 | ROIC, LLC | 6.18M | 11.00% | — | 6.18M | — | 6.18M | HC, OO | U.S.A. | 2021-02-16 | ↗ |
| 19 | Route One Investment Company, L.P. | 6.18M | 11.00% | — | 6.18M | — | 6.18M | IA, PN | U.S.A. | 2021-02-16 | ↗ |
| 20 | William F. Duhamel, Jr. | 6.18M | 11.00% | — | 6.18M | — | 6.18M | HC, IN | U.S.A. | 2021-02-16 | ↗ |
| 21 | Alpine Private Capital, LLC | 1.83M | 1.10% | — | 1.83M | — | 1.83M | IA | Delaware | 2024-12-13 | ↗ |
| 22 | Thebes Offshore Master Fund, LP | 630.8K | 1.00% | — | 630.8K | — | 630.8K | PN | Delaware | 2021-02-16 | ↗ |
| 23 | GOLDMAN SACHS & CO. LLC | 612.7K | 0.30% | — | 610.6K | — | 612.7K | BD, IA, OO | Delaware | 2022-01-21 | ↗ |
| 24 | THE GOLDMAN SACHS GROUP, INC. | 612.7K | 0.30% | — | 610.6K | — | 612.7K | HC, CO | Delaware | 2022-01-21 | ↗ |
| 25 | ACR Equity International Fund | 329.0K | 0.20% | — | 329.0K | — | 329.0K | IV | Delaware | 2024-12-13 | ↗ |
| 26 | ACR Opportunity Fund | 184.5K | 0.10% | — | 184.5K | — | 184.5K | IV | Delaware | 2024-12-13 | ↗ |
| 27 | ACR Opportunity, L.P. | 151.0K | 0.10% | — | 151.0K | — | 151.0K | PN | Delaware | 2024-12-13 | ↗ |
| 28 | Alpine Partners Management, LLC | 151.0K | 0.10% | — | 151.0K | — | 151.0K | HC | Delaware | 2024-12-13 | ↗ |
| 29 | BNSF Master Retirement Trust | — | 0.00% | — | — | — | — | EP | United States Citizen | 2022-02-14 | ↗ |
| 30 | Berkshire Hathaway Consolidated Pension Plan Master Trust | — | 0.00% | — | — | — | — | EP | United States Citizen | 2022-02-14 | ↗ |
| 31 | Berkshire Hathaway Inc. | — | 0.00% | — | — | — | — | HC, CO | United States Citizen | 2022-02-14 | ↗ |
| 32 | Bill & Melinda Gates Foundation Trust | — | 0.00% | — | — | — | — | OO | State of Washington | 2022-02-11 | ↗ |
| 33 | Cascade Investment, L.L.C. | — | 0.00% | — | — | — | — | OO | State of Washington | 2022-02-11 | ↗ |
| 34 | GEICO Advantage Insurance Company | — | 0.00% | — | — | — | — | IC, CO | United States Citizen | 2022-02-14 | ↗ |
| 35 | GEICO Corporation | — | 0.00% | — | — | — | — | HC, CO | United States Citizen | 2022-02-14 | ↗ |
| 36 | GEICO Indemnity Company | — | 0.00% | — | — | — | — | IC, CO | United States Citizen | 2022-02-14 | ↗ |
| 37 | Government Employees Insurance Company | — | 0.00% | — | — | — | — | IC, CO | United States Citizen | 2022-02-14 | ↗ |
| 38 | Melinda French Gates | — | 0.00% | — | — | — | — | IN | United States of America | 2022-02-11 | ↗ |
| 39 | National Indemnity Company | — | 0.00% | — | — | — | — | IC, CO | United States Citizen | 2022-02-14 | ↗ |
| 40 | Precision Castparts Corp. Master Trust | — | 0.00% | — | — | — | — | EP | United States Citizen | 2022-02-14 | ↗ |
| 41 | Scott Fetzer Collective Investment Trust | — | 0.00% | — | — | — | — | EP | United States Citizen | 2022-02-14 | ↗ |
| 42 | Warren E. Buffett | — | 0.00% | — | — | — | — | IN | United States Citizen | 2022-02-14 | ↗ |
| 43 | William H. Gates III | — | 0.00% | — | — | — | — | IN | United States of America | 2022-02-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
65
-191 vs prev Q
New positions
10
Closed positions
201
Increased
27
Reduced
19
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 46.4K +46.4K (+100.0%) | 511.81M +511.8M (+100.0%) | 0.01% +0.013 pp | 0.28% +0.284 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 2 | BAUPOST GROUP LLC/MA | 20.88M -773.0K (-3.6%) | 230.57M -23.9M (-9.4%) | 5.75% -0.213 pp | 4.37% -0.944 pp | USD9.76 +13.1% | 9 qtrs — |
| 3 | BLACKROCK, INC. | 8.48M +324.0K (+4.0%) | 93.62M -2.2M (-2.3%) | 2.34% +0.089 pp | 0.00% 0.000 pp | USD11.28 -2.1% | 6 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 7.68M +76.4K (+1.0%) | 84.77M -4.6M (-5.1%) | 2.11% +0.021 pp | 0.02% -0.001 pp | USD10.51 +5.0% | 9 qtrs — |
| 5 | DODGE & COX | 6.68M +— (+0.0%) | 73.77M -4.7M (-6.0%) | 1.84% +0.000 pp | 0.04% -0.003 pp | USD9.76 +13.1% | 9 qtrs — |
| 6 | ACR ALPINE CAPITAL RESEARCH, LLC | 6.42M -708.6K (-9.9%) | 70.84M -12.9M (-15.4%) | 1.77% -0.195 pp | 1.10% -0.326 pp | USD9.76 +13.1% | 9 qtrs — |
| 7 | RUBRIC CAPITAL MANAGEMENT LP | 6.12M +1.6M (+34.9%) | 67.58M +14.3M (+26.7%) | 1.69% +0.436 pp | 0.81% +0.207 pp | USD10.49 +5.2% | 9 qtrs — |
| 8 | VANGUARD GROUP INC | 4.13M -32.8K (-0.8%) | 45.58M -3.3M (-6.8%) | 1.14% -0.009 pp | 0.00% 0.000 pp | USD9.79 +12.8% | 9 qtrs — |
| 9 | OPPENHEIMER ASSET MANAGEMENT INC. | 3.87M -224.8K (-5.5%) | 42.69M -5.4M (-11.2%) | 1.06% -0.062 pp | 0.52% -0.004 pp | USD10.24 +7.8% | 9 qtrs — |
| 10 | AMERICAN CENTURY COMPANIES INC | 3.44M +920.9K (+36.6%) | 37.98M +8.4M (+28.3%) | 0.95% +0.254 pp | 0.02% +0.004 pp | USD11.57 -4.6% | 9 qtrs — |
| 11 | STATE STREET CORP | 3.16M +118.8K (+3.9%) | 34.93M -850.2K (-2.4%) | 0.87% +0.033 pp | 0.00% 0.000 pp | USD9.99 +10.5% | 9 qtrs — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.78M -159.6K (-5.4%) | 30.70M -3.8M (-11.1%) | 0.77% -0.044 pp | 0.00% -0.001 pp | USD9.76 +13.1% | 9 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.73M -176.1K (-6.1%) | 30.18M -4.0M (-11.7%) | 0.75% -0.049 pp | 0.00% 0.000 pp | USD9.77 +13.0% | 9 qtrs — |
| 14 | CONTOUR ASSET MANAGEMENT LLC | 2.61M +750.6K (+40.4%) | 28.80M +7.0M (+31.9%) | 0.72% +0.207 pp | 0.67% +0.125 pp | USD11.07 -0.3% | 4 qtrs — |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 2.33M -1.2M (-34.7%) | 25.73M -16.2M (-38.6%) | 0.64% -0.340 pp | 0.01% -0.004 pp | USD10.53 +4.8% | 9 qtrs — |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 2.13M -125.9K (-5.6%) | 23.51M -3.0M (-11.3%) | 0.59% -0.035 pp | 0.04% +0.002 pp | USD10.25 +7.7% | 9 qtrs — |
| 17 | LONG FOCUS CAPITAL MANAGEMENT, LLC | 1.49M +— (+0.0%) | 16.50M -1.1M (-6.0%) | 0.41% +0.000 pp | 0.43% -0.146 pp | USD9.71 +13.7% | 9 qtrs — |
| 18 | STATE OF WISCONSIN INVESTMENT BOARD | 1.25M +907.9K (+269.2%) | 13.75M +9.8M (+246.9%) | 0.34% +0.250 pp | 0.03% +0.022 pp | USD11.11 -0.6% | 9 qtrs — |
| 19 | MORGAN STANLEY | 1.08M -123.3K (-10.3%) | 11.87M -2.2M (-15.7%) | 0.30% -0.034 pp | 0.00% 0.000 pp | USD10.49 +5.2% | 9 qtrs — |
| 20 | GABELLI FUNDS LLC | 1.06M +34.5K (+3.4%) | 11.69M -346.7K (-2.9%) | 0.29% +0.010 pp | 0.08% -0.002 pp | USD9.78 +12.9% | 9 qtrs — |
| 21 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 863.0K -1.5K (-0.2%) | 9.53M -630.2K (-6.2%) | 0.24% 0.000 pp | 0.01% -0.001 pp | USD10.65 +3.7% | 9 qtrs — |
| 22 | ELGETHUN CAPITAL MANAGEMENT | 830.1K +11.1K (+1.4%) | 9.16M -560.8K (-5.8%) | 0.23% +0.003 pp | 1.58% -0.183 pp | USD9.73 +13.5% | 9 qtrs — |
| 23 | MILLENNIUM MANAGEMENT LLC | 816.8K +285.5K (+53.7%) | 9.02M +2.8M (+44.5%) | 0.22% +0.079 pp | 0.00% +0.001 pp | USD11.67 -5.4% | 9 qtrs — |
| 24 | QUANTINNO CAPITAL MANAGEMENT LP | 766.4K +531.3K (+225.9%) | 8.46M +5.7M (+206.2%) | 0.21% +0.146 pp | 0.02% +0.010 pp | USD11.20 -1.4% | 9 qtrs — |
| 25 | NORTHERN TRUST CORP | 712.2K -52.4K (-6.8%) | 7.86M -1.1M (-12.5%) | 0.20% -0.014 pp | 0.00% 0.000 pp | USD10.21 +8.1% | 9 qtrs — |
| 26 | D. E. SHAW & CO., INC. | 698.8K +137.8K (+24.6%) | 7.71M +1.1M (+17.0%) | 0.19% +0.038 pp | 0.00% +0.001 pp | USD11.32 -2.5% | 9 qtrs — |
| 27 | GAMCO INVESTORS, INC. ET AL | 666.7K -18.7K (-2.7%) | 7.36M -693.5K (-8.6%) | 0.18% -0.005 pp | 0.07% -0.007 pp | USD9.75 +13.2% | 9 qtrs — |
| 28 | CREDIT INDUSTRIEL ET COMMERCIAL | 574.9K +32.0K (+5.9%) | 6.35M -32.5K (-0.5%) | 0.16% +0.009 pp | 0.49% -0.047 pp | USD10.35 +6.7% | 3 qtrs — |
| 29 | MARINER, LLC | 569.1K -17.6K (-3.0%) | 6.28M -609.8K (-8.8%) | 0.16% -0.005 pp | 0.01% -0.001 pp | USD10.57 +4.4% | 9 qtrs — |
| 30 | NORGES BANK | 564.3K +564.3K (+100.0%) | 6.23M +6.2M (+100.0%) | 0.16% +0.155 pp | 0.00% +0.001 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 31 | ATRIA INVESTMENTS, INC | 552.8K -14.1K (-2.5%) | 6.10M -558.0K (-8.4%) | 0.15% -0.004 pp | 0.07% -0.007 pp | USD10.62 +4.0% | 9 qtrs — |
| 32 | KEATING INVESTMENT COUNSELORS INC | 535.8K -5.8K (-1.1%) | 5.92M -448.7K (-7.1%) | 0.15% -0.002 pp | 1.64% -0.177 pp | USD10.10 +9.3% | 9 qtrs — |
| 33 | MARSHALL WACE, LLP | 526.7K -8.6K (-1.6%) | 5.81M -474.7K (-7.5%) | 0.15% -0.002 pp | 0.01% -0.001 pp | USD11.71 -5.7% | 7 qtrs — |
| 34 | PRIVATE MANAGEMENT GROUP INC | 513.8K -30.1K (-5.5%) | 5.67M -718.9K (-11.2%) | 0.14% -0.008 pp | 0.17% -0.025 pp | USD9.76 +13.1% | 9 qtrs — |
| 35 | BANK OF NEW YORK MELLON CORP | 453.7K -27.9K (-5.8%) | 5.01M -649.5K (-11.5%) | 0.12% -0.008 pp | 0.00% 0.000 pp | USD9.92 +11.3% | 9 qtrs — |
| 36 | S&CO INC | 430.5K +— (+0.0%) | 4.75M -305.0K (-6.0%) | 0.12% +0.000 pp | 0.30% -0.014 pp | USD9.76 +13.1% | 9 qtrs — |
| 37 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 428.0K -19.0K (-4.2%) | 4.73M -526.9K (-10.0%) | 0.12% -0.005 pp | 1.19% -0.209 pp | USD9.76 +13.1% | 9 qtrs — |
| 38 | ALLIANZ ASSET MANAGEMENT GMBH | 409.9K -154.1K (-27.3%) | 4.53M -2.1M (-31.7%) | 0.11% -0.042 pp | 0.00% -0.003 pp | USD12.09 -8.7% | 9 qtrs — |
| 39 | JPMORGAN CHASE & CO | 344.4K +47.5K (+16.0%) | 4.45M +957.4K (+27.4%) | 0.09% +0.013 pp | 0.00% +0.000 pp | USD10.34 +6.8% | 9 qtrs — |
| 40 | FMR LLC | 395.2K -266.7K (-40.3%) | 4.36M -3.4M (-43.9%) | 0.11% -0.074 pp | 0.00% 0.000 pp | USD9.85 +12.1% | 9 qtrs — |
| 41 | UBS ASSET MANAGEMENT AMERICAS INC | 394.1K -105.1K (-21.1%) | 4.35M -1.5M (-25.8%) | 0.11% -0.029 pp | 0.00% 0.000 pp | USD10.63 +3.9% | 9 qtrs — |
| 42 | WALLACE CAPITAL MANAGEMENT INC. | 368.8K -245.5K (-40.0%) | 4.07M -3.1M (-43.6%) | 0.10% -0.068 pp | 0.49% -0.407 pp | USD9.76 +13.1% | 9 qtrs — |
| 43 | INVESCO LTD. | 358.8K -19.3K (-5.1%) | 3.96M -481.8K (-10.8%) | 0.10% -0.005 pp | 0.00% 0.000 pp | USD10.55 +4.6% | 9 qtrs — |
| 44 | CETERA INVESTMENT ADVISERS | 317.0K +17.8K (+5.9%) | 3.50M -16.3K (-0.5%) | 0.09% +0.005 pp | 0.00% 0.000 pp | USD10.60 +4.2% | 9 qtrs — |
| 45 | SEQUOIA FINANCIAL ADVISORS, LLC | 316.1K -5.9K (-1.8%) | 3.49M -294.0K (-7.8%) | 0.09% -0.002 pp | 0.02% -0.004 pp | USD11.59 -4.7% | 6 qtrs — |
| 46 | SCHONFELD STRATEGIC ADVISORS LLC | 301.4K +36.0K (+13.5%) | 3.33M +208.5K (+6.7%) | 0.08% +0.010 pp | 0.01% -0.003 pp | USD10.96 +0.7% | 9 qtrs — |
| 47 | LEGAL & GENERAL GROUP PLC | 286.5K +2.0K (+0.7%) | 3.16M -179.5K (-5.4%) | 0.08% +0.001 pp | 0.00% +0.000 pp | USD9.68 +14.0% | 9 qtrs — |
| 48 | UBS GROUP AG | 278.9K -337.4K (-54.8%) | 3.08M -4.2M (-57.5%) | 0.08% -0.093 pp | 0.00% -0.001 pp | USD11.69 -5.6% | 9 qtrs — |
| 49 | CITADEL ADVISORS LLC | 277.9K +59.6K (+27.3%) | 3.07M +503.5K (+19.6%) | 0.08% +0.016 pp | 0.00% +0.000 pp | USD11.95 -7.6% | 9 qtrs — |
| 50 | EMPOWERED FUNDS, LLC | 274.9K +9.7K (+3.7%) | 3.04M -81.3K (-2.6%) | 0.08% +0.003 pp | 0.02% -0.007 pp | USD10.04 +10.0% | 8 qtrs — |
| 51 | GOLDMAN SACHS GROUP INC | 274.1K -544.2K (-66.5%) | 3.03M -6.6M (-68.5%) | 0.08% -0.150 pp | 0.00% -0.001 pp | USD11.05 -0.1% | 9 qtrs — |
| 52 | SWISS NATIONAL BANK | 272.2K -3.8K (-1.4%) | 3.00M -237.9K (-7.3%) | 0.07% -0.001 pp | 0.00% 0.000 pp | USD9.76 +13.1% | 9 qtrs — |
| 53 | FARRINGDON CAPITAL, LTD. | 265.4K +118.5K (+80.6%) | 2.93M +1.2M (+69.7%) | 0.07% +0.033 pp | 0.72% +0.280 pp | USD10.91 +1.2% | 5 qtrs — |
| 54 | LOS ANGELES CAPITAL MANAGEMENT LLC | 241.0K +241.0K (+100.0%) | 2.73M +2.7M (+100.0%) | 0.07% +0.066 pp | 0.01% +0.009 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 55 | NUVEEN, LLC | 231.6K +— (+0.0%) | 2.56M -164.4K (-6.0%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD11.97 -7.8% | 4 qtrs — |
| 56 | MAN GROUP PLC | 230.6K +131.3K (+132.3%) | 2.55M +1.4M (+118.2%) | 0.06% +0.036 pp | 0.00% +0.002 pp | USD11.52 -4.2% | 9 qtrs — |
| 57 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 213.5K -6.7K (-3.0%) | 2.36M -230.5K (-8.9%) | 0.06% -0.002 pp | 0.01% -0.002 pp | USD11.63 -5.1% | 4 qtrs — |
| 58 | STATE OF NEW JERSEY COMMON PENSION FUND D | 194.3K +10.0K (+5.4%) | 2.15M -20.6K (-0.9%) | 0.05% +0.003 pp | 0.01% 0.000 pp | USD10.86 +1.7% | 9 qtrs — |
| 59 | JANE STREET GROUP, LLC | 187.6K +100.6K (+115.6%) | 2.07M +1.0M (+102.6%) | 0.05% +0.028 pp | 0.00% +0.000 pp | USD10.39 +6.3% | 9 qtrs — |
| 60 | MITSUBISHI UFJ TRUST & BANKING CORP | 174.0K +92.5K (+113.5%) | 1.92M +963.4K (+100.6%) | 0.05% +0.026 pp | 0.00% +0.003 pp | USD10.91 +1.2% | 3 qtrs — |
| 61 | VIRGINIA RETIREMENT SYSTEMS ET AL | 162.6K +162.6K (+100.0%) | 1.79M +1.8M (+100.0%) | 0.04% +0.045 pp | 0.01% +0.011 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 62 | KESTRA ADVISORY SERVICES, LLC | 149.8K +3.0K (+2.0%) | 1.65M -71.1K (-4.1%) | 0.04% +0.001 pp | 0.01% -0.001 pp | USD10.52 +4.9% | 9 qtrs — |
| 63 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 145.0K -523.0 (-0.4%) | 1.60M -109.1K (-6.4%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD9.76 +13.1% | 9 qtrs — |
| 64 | FORMULA GROWTH LTD | 142.7K +— (+0.0%) | 1.58M -101.3K (-6.0%) | 0.04% +0.000 pp | 0.61% +0.011 pp | USD9.76 +13.1% | 9 qtrs — |
| 65 | PRICE T ROWE ASSOCIATES INC /MD/ | 124.6K +6.1K (+5.1%) | 1.38M -17.0K (-1.2%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD9.89 +11.6% | 9 qtrs — |
| 66 | DAVENPORT & CO LLC | 123.8K -12.3K (-9.0%) | 1.37M -231.8K (-14.5%) | 0.03% -0.003 pp | 0.01% -0.001 pp | USD10.50 +5.1% | 9 qtrs — |
| 67 | ING GROEP NV | 121.6K +121.6K (+100.0%) | 1.34M +1.3M (+100.0%) | 0.03% +0.034 pp | 0.01% +0.008 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 68 | WILEY BROS.-AINTREE CAPITAL, LLC | 121.5K +53.7K (+79.2%) | 1.34M +544.3K (+68.3%) | 0.03% +0.015 pp | 0.01% +0.002 pp | USD12.05 -8.4% | 5 qtrs — |
| 69 | AQR CAPITAL MANAGEMENT LLC | 119.7K +25.2K (+26.7%) | 1.32M +213.4K (+19.2%) | 0.03% +0.007 pp | 0.00% +0.000 pp | USD11.25 -1.9% | 9 qtrs — |
| 70 | SUMMIT TRAIL ADVISORS, LLC | 116.0K +51.9K (+81.0%) | 1.28M +527.3K (+70.0%) | 0.03% +0.014 pp | 0.02% +0.012 pp | USD10.85 +1.8% | 3 qtrs — |
| 71 | RHUMBLINE ADVISERS | 112.6K -4.9K (-4.1%) | 1.24M -137.0K (-9.9%) | 0.03% -0.001 pp | 0.00% 0.000 pp | USD9.49 +16.3% | 9 qtrs — |
| 72 | JASPER RIDGE PARTNERS, L.P. | 104.2K +— (+0.0%) | 1.15M -74.0K (-6.0%) | 0.03% +0.000 pp | 0.03% -0.002 pp | USD9.03 +22.3% | 8 qtrs — |
| 73 | BANK OF NOVA SCOTIA | 100.1K +100.1K (+100.0%) | 1.11M +1.1M (+100.0%) | 0.03% +0.028 pp | 0.00% +0.002 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 74 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 97.9K -80.1K (-45.0%) | 1.08M -1.0M (-48.3%) | 0.03% -0.022 pp | 0.00% 0.000 pp | USD11.61 -4.9% | 9 qtrs — |
| 75 | IEQ CAPITAL, LLC | 94.5K +94.5K (+100.0%) | 1.04M +1.0M (+100.0%) | 0.03% +0.026 pp | 0.00% +0.003 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 76 | VIRTU FINANCIAL LLC | 92.9K +49.2K (+112.7%) | 1.03M +512.0K (+99.8%) | 0.03% +0.014 pp | 0.04% +0.011 pp | USD11.46 -3.7% | 6 qtrs — |
| 77 | GRAHAM CAPITAL MANAGEMENT, L.P. | 86.2K -18.6K (-17.8%) | 951.8K -280.2K (-22.7%) | 0.02% -0.005 pp | 0.02% +0.003 pp | USD11.21 -1.5% | 7 qtrs — |
| 78 | CREATIVE PLANNING | 81.7K +18.1K (+28.5%) | 901.7K +154.8K (+20.7%) | 0.02% +0.005 pp | 0.00% +0.000 pp | USD11.72 -5.8% | 5 qtrs — |
| 79 | ARNHOLD LLC | 81.7K +— (+0.0%) | 901.7K -58.0K (-6.0%) | 0.02% +0.000 pp | 0.07% -0.012 pp | USD9.76 +13.1% | 9 qtrs — |
| 80 | JANNEY MONTGOMERY SCOTT LLC | 76.6K -525.9K (-87.3%) | 845.0K -6.2M (-88.1%) | 0.02% -0.145 pp | 0.00% -0.015 pp | USD10.45 +5.6% | 9 qtrs — |
| 81 | MACKENZIE FINANCIAL CORP | 74.0K +7.4K (+11.1%) | 823.1K +40.4K (+5.2%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD11.42 -3.3% | 9 qtrs — |
| 82 | SEI INVESTMENTS CO | 70.8K +70.8K (+100.0%) | 781.6K +781.6K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.001 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 83 | BNP PARIBAS ARBITRAGE, SNC | 67.8K +8.4K (+14.2%) | 748.0K +51.0K (+7.3%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD9.73 +13.5% | 8 qtrs — |
| 84 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 64.9K +— (+0.0%) | 716.4K -46.1K (-6.0%) | 0.02% +0.000 pp | 0.01% 0.000 pp | USD12.92 -14.6% | 5 qtrs — |
| 85 | BANK OF AMERICA CORP /DE/ | 64.8K -36.0K (-35.7%) | 715.5K -469.1K (-39.6%) | 0.02% -0.010 pp | 0.00% +0.000 pp | USD9.99 +10.5% | 9 qtrs — |
| 86 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 64.6K +— (+0.0%) | 712.8K -45.8K (-6.0%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD13.06 -15.5% | 5 qtrs — |
| 87 | ALGERT GLOBAL LLC | 63.6K +63.6K (+100.0%) | 702.0K +702.0K (+100.0%) | 0.02% +0.018 pp | 0.01% +0.011 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 88 | JANUS HENDERSON GROUP PLC | 63.1K +— (+0.0%) | 696.9K -44.8K (-6.0%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD9.47 +16.6% | 9 qtrs — |
| 89 | XTX TOPCO LTD | 61.7K +61.7K (+100.0%) | 681.3K +681.3K (+100.0%) | 0.02% +0.017 pp | 0.02% +0.018 pp | USD11.04 +0.0% | 1 qtrs NEW |
| 90 | WELLS FARGO & COMPANY/MN | 60.7K +2.3K (+4.0%) | 669.8K -15.9K (-2.3%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD10.02 +10.2% | 9 qtrs — |
| 91 | CITIGROUP INC | 59.5K -27.4K (-31.5%) | 656.7K -363.6K (-35.6%) | 0.02% -0.008 pp | 0.00% 0.000 pp | USD11.73 -5.9% | 9 qtrs — |
| 92 | DEUTSCHE BANK AG\ | 58.0K -373.0 (-0.6%) | 640.0K -45.5K (-6.6%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD11.98 -7.8% | 9 qtrs — |
| 93 | AIRE ADVISORS, LLC | 57.0K +— (+0.0%) | 629.3K -40.5K (-6.0%) | 0.02% +0.000 pp | 0.12% -0.007 pp | USD12.19 -9.4% | 9 qtrs — |
| 94 | TREASURER OF THE STATE OF NORTH CAROLINA | 56.1K -6.2K (-10.0%) | 620.0K -113.0K (-15.4%) | 0.02% -0.002 pp | 0.00% 0.000 pp | USD9.52 +16.0% | 7 qtrs — |
| 95 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 53.6K -233.8K (-81.4%) | 591.3K -2.8M (-82.5%) | 0.01% -0.064 pp | 0.00% -0.009 pp | USD11.30 -2.3% | 4 qtrs — |
| 96 | NEW YORK STATE COMMON RETIREMENT FUND | 53.1K +— (+0.0%) | 586.2K -37.7K (-6.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD9.93 +11.2% | 7 qtrs — |
| 97 | ALLIANCEBERNSTEIN L.P. | 53.1K +3.4K (+6.7%) | 585.9K +1.7K (+0.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD11.18 -1.3% | 9 qtrs — |
| 98 | CI PRIVATE WEALTH, LLC | 48.9K +8.2K (+20.1%) | 540.2K +62.0K (+13.0%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD10.25 +7.7% | 9 qtrs — |
| 99 | WEISS ASSET MANAGEMENT LP | 48.8K -52.7K (-51.9%) | 538.9K -654.0K (-54.8%) | 0.01% -0.015 pp | 0.01% -0.006 pp | USD10.31 +7.1% | 3 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 101 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Keating Active ETF KEAT | 2.64% | 2.62M | 0.85% |
| 2 | State Street SPDR S&P Telecom ETF XTL | 1.96% | 12.18M | 0.35% |
| 3 | iShares U.S. Telecommunications ETF IYZ | 0.96% | 12.19M | 0.38% |
| 4 | iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV | 0.26% | 750.5K | 0.20% |
| 5 | iShares U.S. Small-Cap Equity Factor ETF SMLF | 0.25% | 10.35M | 0.15% |
| 6 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF JPME | 0.17% | 758.0K | 0.24% |
| 7 | Vanguard Global Value Factor ETF VVL.TO | 0.13% | 751.1K | 0.38% |
| 8 | Avantis U.S. Small Cap Value ETF AVUV | 0.13% | 37.28M | 0.25% |
| 9 | Vanguard Global Value Equity Active ETF VVLU.AX | 0.11% | 983.0K | 0.28% |
| 10 | Dimensional - US Small Cap Value ETF DFSV | 0.10% | 8.21M | 0.30% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
—
Shares disposed
100.0K
Cash buys
—
Cash sales
2.00
Net activity
-100,000
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-01-15 | Tompras Nicholas V. | 10% Owner | P-Purchase | A | Class C common shares, $0.01 nominal value per share | 16,562 | 12.04 | 199.4K | 27,239 | D | ↗ |
| 2024-01-11 | GOULD PAUL A | Director | S-Sale | D | Class C Common Shares | 50,000 | 19.72 | 986.2K | 899,059 | — | ↗ |
| 2024-01-10 | GOULD PAUL A | Director | S-Sale | D | Class C Common Shares | 50,000 | 19.79 | 989.6K | 949,059 | — | ↗ |
| 2023-11-17 | CURTIS MIRANDA | Director | S-Sale | D | Class A Ordinary Shares | 31,200 | 16.20 | 505.3K | 99,699 | — | ↗ |
| 2023-11-03 | ROMRELL LARRY E | Director | S-Sale | D | Class C Ordinary Shares | 26,000 | 17.55 | 456.3K | 28,209 | — | ↗ |
| 2023-09-21 | BRACKEN CHARLES H R | Officer | S-Sale | D | Class A Ordinary Shares | 5,000 | 18.27 | 91.4K | 47,992 | — | ↗ |
| 2023-09-13 | Waldron Jason | Officer | S-Sale | D | Class C Ordinary Shares | 9,714 | 19.46 | 189.0K | 81,892 | — | ↗ |
| 2023-09-12 | Waldron Jason | Officer | S-Sale | D | Class C Ordinary Shares | 1,580 | 19.41 | 30.7K | 91,606 | — | ↗ |
| 2023-09-11 | Waldron Jason | Officer | S-Sale | D | Class C Ordinary Shares | 8,310 | 19.20 | 159.5K | 93,186 | — | ↗ |
| 2023-08-31 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 5,000 | 19.82 | 99.1K | 133,902 | — | ↗ |
| 2023-08-24 | MALONE JOHN C | Director / 10% Owner | J-Other | A | Class C Ordinary Shares | 4,316,867 | 0.00 | — | 9,067,743 | — | ↗ |
| 2023-08-24 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 10,600 | 18.92 | 200.6K | 138,902 | — | ↗ |
| 2023-08-23 | Salvato Andrea | Officer | S-Sale | D | Class C Ordinary Shares | 50,000 | 18.93 | 946.4K | 121,905 | — | ↗ |
| 2023-07-20 | WERNER ANTHONY G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-30 | WARGO J DAVID | Director | A-Award | A | Class A Share Fund Units | 527 | 0.00 | — | 14,264 | — | ↗ |
| 2023-06-30 | COLE ANDREW | Director | A-Award | A | Class A Ordinary Shares | 310 | 16.86 | 5.2K | 24,684 | — | ↗ |
| 2023-06-27 | BRACKEN CHARLES H R | Officer | S-Sale | D | Class C Ordinary Shares | 50,000 | 17.41 | 870.7K | 52,013 | — | ↗ |
| 2023-06-23 | FRIES MICHAEL T | Director / Officer | G-Gift | D | Class A Ordinary Shares | 119,163 | 0.00 | — | 939,932 | — | ↗ |
| 2023-06-20 | COLE ANDREW | Director | P-Purchase | A | Class C Ordinary Shares | 650 | 18.41 | 12.0K | 60,087 | — | ↗ |
| 2023-06-14 | WARGO J DAVID | Director | A-Award | A | Stock Option C (right to buy) | 19,889 | 18.23 | 362.6K | 19,889 | — | ↗ |
| 2023-06-14 | Sanchez Daniel E. | Director | A-Award | A | Stock Option C (right to buy) | 9,945 | 18.23 | 181.3K | 9,945 | — | ↗ |
| 2023-06-14 | ROMRELL LARRY E | Director | A-Award | A | Stock Option C (right to buy) | 19,889 | 18.23 | 362.6K | 19,889 | — | ↗ |
| 2023-06-14 | Green Richard R | Director | M-Exempt | A | Class A Ordinary Shares | 1,461 | 0.00 | — | 8,368 | — | ↗ |
| 2023-06-14 | GOULD PAUL A | Director | M-Exempt | D | Restricted Share Units A | 1,461 | 0.00 | — | 0 | — | ↗ |
| 2023-06-14 | CURTIS MIRANDA | Director | A-Award | A | Share Option C (right to buy) | 19,889 | 18.23 | 362.6K | 19,889 | — | ↗ |
| 2023-06-14 | COLE ANDREW | Director | A-Award | A | Share Option C (right to buy) | 9,945 | 18.23 | 181.3K | 9,945 | — | ↗ |
| 2023-05-01 | Waldron Jason | Officer | M-Exempt | A | Class C Ordinary Shares | 10,378 | 0.00 | — | 113,231 | — | ↗ |
| 2023-05-01 | Salvato Andrea | Officer | M-Exempt | D | Restricted Share Units A | 16,443 | 0.00 | — | 0 | — | ↗ |
| 2023-05-01 | Rodriguez Enrique | Officer | M-Exempt | D | Restricted Share Units A | 20,553 | 0.00 | — | 0 | — | ↗ |
| 2023-05-01 | HALL BRYAN H | Officer | F-InKind | D | Class C Ordinary Shares | 22,560 | 20.04 | 452.1K | 149,502 | — | ↗ |
| 2023-05-01 | FRIES MICHAEL T | Director / Officer | F-InKind | D | Class C Ordinary Shares | 24,705 | 20.04 | 495.1K | 1,650,688 | — | ↗ |
| 2023-05-01 | BRACKEN CHARLES H R | Officer | M-Exempt | A | Class A Ordinary Shares | 14,011 | 0.00 | — | 71,171 | — | ↗ |
| 2023-04-25 | Waldron Jason | Officer | D-Return | D | Share Appreciation Rights C | 48,708 | 31.61 | 1.54M | 0 | — | ↗ |
| 2023-04-25 | WARGO J DAVID | Director | D-Return | D | Share Option A (right to buy) | 7,941 | 30.14 | 239.3K | 0 | — | ↗ |
| 2023-04-25 | Salvato Andrea | Officer | A-Award | A | Share Appreciation Rights C | 104,574 | 28.94 | 3.03M | 104,574 | — | ↗ |
| 2023-04-25 | Rodriguez Enrique | Officer | A-Award | A | Share Appreciation Rights A | 71,777 | 28.97 | 2.08M | 71,777 | — | ↗ |
| 2023-04-25 | ROMRELL LARRY E | Director | A-Award | A | Share Option A (right to buy) | 7,941 | 30.14 | 239.3K | 7,941 | — | ↗ |
| 2023-04-25 | MALONE JOHN C | Director / 10% Owner | D-Return | D | Share Option C (right to buy) | 60,518 | 31.65 | 1.92M | 0 | — | ↗ |
| 2023-04-25 | HALL BRYAN H | Officer | A-Award | A | Share Appreciation Rights C | 104,574 | 28.94 | 3.03M | 104,574 | — | ↗ |
| 2023-04-25 | Green Richard R | Director | D-Return | D | Share Option C (right to buy) | 11,680 | 29.64 | 346.2K | 0 | — | ↗ |
| 2023-04-25 | GOULD PAUL A | Director | A-Award | A | Share Option C (right to buy) | 11,680 | 29.64 | 346.2K | 11,680 | — | ↗ |
| 2023-04-25 | FRIES MICHAEL T | Director / Officer | D-Return | D | Share Appreciation Rights A | 294,117 | 29.88 | 8.79M | 0 | — | ↗ |
| 2023-04-25 | DICK JOHN W | Director | A-Award | A | Share Option C (right to buy) | 14,300 | 27.85 | 398.3K | 14,300 | — | ↗ |
| 2023-04-25 | CURTIS MIRANDA | Director | A-Award | A | Share Option C (right to buy) | 15,882 | 29.07 | 461.7K | 15,882 | — | ↗ |
| 2023-04-25 | COLE ANDREW | Director | A-Award | A | Share Option C (right to buy) | 11,680 | 29.64 | 346.2K | 11,680 | — | ↗ |
| 2023-04-25 | BRACKEN CHARLES H R | Officer | A-Award | A | Share Appreciation Rights C | 333,334 | 36.32 | 12.11M | 333,334 | — | ↗ |
| 2023-03-31 | WARGO J DAVID | Director | A-Award | A | Class C Share Fund Units | 916 | 0.00 | — | 29,474 | — | ↗ |
| 2023-03-31 | COLE ANDREW | Director | A-Award | A | Class A Ordinary Shares | 269 | 19.50 | 5.2K | 24,374 | — | ↗ |
| 2023-03-30 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 6,000 | 20.04 | 120.2K | 120,497 | — | ↗ |
| 2023-03-28 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 10,000 | 19.77 | 197.7K | 126,497 | — | ↗ |
| 2023-03-24 | Waldron Jason | Officer | A-Award | A | Share Appreciation Rights C | 92,272 | 19.38 | 1.79M | 92,272 | — | ↗ |
| 2023-03-24 | Salvato Andrea | Officer | A-Award | A | Share Appreciation Rights C | 276,816 | 19.38 | 5.36M | 276,816 | — | ↗ |
| 2023-03-24 | Rodriguez Enrique | Officer | A-Award | A | Restricted Share Units C | 90,600 | 0.00 | — | 90,600 | — | ↗ |
| 2023-03-24 | MALONE JOHN C | Director / 10% Owner | A-Award | A | Share Option C (right to buy) | 266,714 | 19.38 | 5.17M | 266,714 | — | ↗ |
| 2023-03-24 | HALL BRYAN H | Officer | A-Award | A | Restricted Share Units A | 36,326 | 0.00 | — | 36,326 | — | ↗ |
| 2023-03-24 | FRIES MICHAEL T | Director / Officer | A-Award | A | Restricted Share Units C | 556,566 | 0.00 | — | 556,566 | — | ↗ |
| 2023-03-24 | BRACKEN CHARLES H R | Officer | A-Award | A | Restricted Share Units A | 53,420 | 0.00 | — | 53,420 | — | ↗ |
| 2023-03-10 | Salvato Andrea | Officer | A-Award | A | Restricted Share Units C | 1,768 | 0.00 | — | 1,768 | — | ↗ |
| 2023-03-10 | Rodriguez Enrique | Officer | A-Award | A | Restricted Share Units A | 373 | 0.00 | — | 373 | — | ↗ |
| 2023-03-10 | HALL BRYAN H | Officer | A-Award | A | Restricted Share Units A | 373 | 0.00 | — | 373 | — | ↗ |
| 2023-03-10 | BRACKEN CHARLES H R | Officer | A-Award | A | Restricted Share Units A | 523 | 0.00 | — | 523 | — | ↗ |
| 2023-03-07 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 5,000 | 20.76 | 103.8K | 133,135 | — | ↗ |
| 2023-03-01 | Waldron Jason | Officer | M-Exempt | A | Class C Ordinary Shares | 666 | 0.00 | — | 86,641 | — | ↗ |
| 2023-03-01 | Salvato Andrea | Officer | F-InKind | D | Class C Ordinary Shares | 998 | 21.12 | 21.1K | 133,392 | — | ↗ |
| 2023-03-01 | Rodriguez Enrique | Officer | M-Exempt | D | Restricted Share Units A | 3,960 | 0.00 | — | 0 | — | ↗ |
| 2023-03-01 | HALL BRYAN H | Officer | F-InKind | D | Class C Ordinary Shares | 465 | 21.12 | 9.8K | 138,135 | — | ↗ |
| 2023-03-01 | FRIES MICHAEL T | Director / Officer | F-InKind | D | Class C Ordinary Shares | 2,253 | 21.12 | 47.6K | 1,531,525 | — | ↗ |
| 2023-03-01 | BRACKEN CHARLES H R | Officer | M-Exempt | D | Restricted Share Units A | 1,172 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | WARGO J DAVID | Director | A-Award | A | Class A Share Fund Units | 478 | 0.00 | — | 13,279 | — | ↗ |
| 2022-12-23 | FRIES MICHAEL T | Officer | G-Gift | D | Class B Ordinary Shares | 35,000 | 0.00 | — | 2,879,443 | — | ↗ |
| 2022-11-23 | Waldron Jason | Officer | S-Sale | D | Class A Ordinary Shares | 749 | 19.76 | 14.8K | 35,683 | — | ↗ |
| 2022-11-22 | Waldron Jason | Officer | S-Sale | D | Class C Ordinary Shares | 10,803 | 20.25 | 218.7K | 92,419 | — | ↗ |
| 2022-11-22 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 7,000 | 20.10 | 140.7K | 136,984 | — | ↗ |
| 2022-11-17 | CURTIS MIRANDA | Director | S-Sale | D | Class C Ordinary Shares | 100,500 | 20.18 | 2.03M | 213,505 | — | ↗ |
| 2022-11-11 | Waldron Jason | Officer | S-Sale | D | Class C Ordinary Shares | 8,138 | 21.14 | 172.0K | 103,222 | — | ↗ |
| 2022-03-17 | Sanchez Daniel E. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-17 | DREW MARISA D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-14 | Rodriguez Enrique | Officer | A-Award | A | Restricted Share Units A | 3,960 | 0.00 | — | 3,960 | — | ↗ |
| 2022-03-01 | HALL BRYAN H | Officer | M-Exempt | A | Class A Ordinary Shares | 1,934 | 0.00 | — | 101,748 | — | ↗ |
| 2022-02-14 | Waldron Jason | Officer | A-Award | A | Share Appreciation Rights C | 92,850 | 25.22 | 2.34M | 92,850 | — | ↗ |
| 2022-02-14 | Salvato Andrea | Officer | A-Award | A | Restricted Share Units A | 25,970 | 0.00 | — | 25,970 | — | ↗ |
| 2022-02-14 | Rodriguez Enrique | Officer | A-Award | A | Restricted Share Units A | 32,463 | 0.00 | — | 32,463 | — | ↗ |
| 2022-02-14 | HALL BRYAN H | Officer | A-Award | A | Share Appreciation Rights C | 185,700 | 25.22 | 4.68M | 185,700 | — | ↗ |
| 2022-02-14 | FRIES MICHAEL T | Director / Officer | A-Award | A | Restricted Share Units A | 146,084 | 0.00 | — | 146,084 | — | ↗ |
| 2022-02-14 | BRACKEN CHARLES H R | Officer | A-Award | A | Restricted Share Units A | 38,955 | 0.00 | — | 38,955 | — | ↗ |
| 2021-12-31 | WARGO J DAVID | Director | A-Award | A | Class A Share Fund Units | 316 | 0.00 | — | 11,467 | — | ↗ |
| 2021-12-31 | GOULD PAUL A | Director | A-Award | A | Class A Share Fund Units | 417 | 0.00 | — | 15,286 | — | ↗ |
| 2021-12-29 | FRIES MICHAEL T | Director / Officer | G-Gift | D | Class C Ordinary Shares | 173,000 | 0.00 | — | 1,243,521 | — | ↗ |
| 2021-12-27 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 14,100 | 28.33 | 399.4K | 157,915 | — | ↗ |
| 2021-12-08 | BRACKEN CHARLES H R | Officer | S-Sale | D | Class A Ordinary Shares | 9,132 | 27.50 | 251.1K | 29,658 | — | ↗ |
| 2021-12-07 | BRACKEN CHARLES H R | Officer | S-Sale | D | Class C Ordinary Shares | 18,265 | 27.50 | 502.3K | 120,342 | — | ↗ |
| 2021-12-06 | Salvato Andrea | Officer | S-Sale | D | Class C Ordinary Shares | 47,500 | 27.89 | 1.32M | 106,640 | — | ↗ |
| 2021-11-09 | RAPLEY DAVID E | Director | M-Exempt | A | Class A Ordinary Shares | 1,989 | 19.28 | 38.3K | 5,118 | — | ↗ |
| 2021-10-07 | MALONE JOHN C | Director / 10% Owner | G-Gift | D | Class C Ordinary Shares | 68,500 | 0.00 | — | 687,905 | — | ↗ |
| 2021-10-01 | Waldron Jason | Officer | M-Exempt | A | Class C Ordinary Shares | 11,488 | 0.00 | — | 93,247 | — | ↗ |
| 2021-10-01 | Salvato Andrea | Officer | F-InKind | D | Class C Ordinary Shares | 10,799 | 28.82 | 311.2K | 154,140 | — | ↗ |
| 2021-10-01 | Rodriguez Enrique | Officer | M-Exempt | D | Restricted Share Units C | 28,719 | 0.00 | — | 0 | — | ↗ |
| 2021-10-01 | HALL BRYAN H | Officer | F-InKind | D | Class C Ordinary Shares | 10,087 | 28.82 | 290.7K | 172,015 | — | ↗ |
| 2021-10-01 | FRIES MICHAEL T | Director / Officer | F-InKind | D | Class A Ordinary Shares | 31,634 | 28.91 | 914.5K | 970,919 | — | ↗ |
| 2021-10-01 | BRACKEN CHARLES H R | Officer | M-Exempt | A | Class C Ordinary Shares | 34,463 | 0.00 | — | 154,805 | — | ↗ |
| 2021-09-30 | WARGO J DAVID | Director | A-Award | A | Class C Share Fund Units | 598 | 0.00 | — | 24,300 | — | ↗ |
| 2021-09-30 | GOULD PAUL A | Director | A-Award | A | Class C Ordinary Shares | 122 | 29.46 | 3.6K | 993,762 | — | ↗ |
| 2021-08-12 | BRACKEN CHARLES H R | Officer | S-Sale | D | Class A Ordinary Shares | 13,732 | 28.66 | 393.5K | 29,658 | — | ↗ |
| 2021-08-11 | BRACKEN CHARLES H R | Officer | M-Exempt | D | Share Appreciation Rights A | 59,127 | 16.05 | 949.0K | 118,256 | — | ↗ |
| 2021-06-30 | WARGO J DAVID | Director | A-Award | A | Class A Share Fund Units | 326 | 0.00 | — | 10,852 | — | ↗ |
| 2021-06-30 | GOULD PAUL A | Director | A-Award | A | Class C Ordinary Shares | 132 | 27.04 | 3.6K | 993,640 | — | ↗ |
| 2021-06-30 | DICK JOHN W | Director | A-Award | A | Class A Ordinary Shares | 378 | 27.16 | 10.3K | 47,678 | — | ↗ |
| 2021-06-17 | WARGO J DAVID | Director | M-Exempt | D | Share Option A (right to buy) | 1,045 | 16.64 | 17.4K | 0 | — | ↗ |
| 2021-06-17 | RAPLEY DAVID E | Director | S-Sale | D | Class A Ordinary Shares | 1,045 | 27.72 | 29.0K | 3,129 | — | ↗ |
| 2021-06-17 | GOULD PAUL A | Director | M-Exempt | D | Share Option C (right to buy) | 2,166 | 15.85 | 34.3K | 0 | — | ↗ |
| 2021-06-16 | WARGO J DAVID | Director | A-Award | A | Share Option C (right to buy) | 13,795 | 27.82 | 383.8K | 13,795 | — | ↗ |
| 2021-06-16 | ROMRELL LARRY E | Director | A-Award | A | Share Option A (right to buy) | 6,898 | 27.82 | 191.9K | 6,898 | — | ↗ |
| 2021-06-16 | RAPLEY DAVID E | Director | A-Award | A | Share Option A (right to buy) | 6,898 | 27.82 | 191.9K | 6,898 | — | ↗ |
| 2021-06-16 | Green Richard R | Director | A-Award | A | Share Option A (right to buy) | 6,898 | 27.82 | 191.9K | 6,898 | — | ↗ |
| 2021-06-16 | GOULD PAUL A | Director | A-Award | A | Restricted Share Units A | 1,124 | 0.00 | — | 1,124 | — | ↗ |
| 2021-06-16 | DICK JOHN W | Director | A-Award | A | Share Option A (right to buy) | 6,898 | 27.82 | 191.9K | 6,898 | — | ↗ |
| 2021-06-16 | CURTIS MIRANDA | Director | A-Award | A | Share Option A (right to buy) | 6,898 | 27.82 | 191.9K | 6,898 | — | ↗ |
| 2021-06-16 | COLE ANDREW | Director | A-Award | A | Restricted Share Units A | 1,124 | 0.00 | — | 1,124 | — | ↗ |
| 2021-06-15 | Green Richard R | Director | M-Exempt | D | Share Option A (right to buy) | 1,045 | 16.64 | 17.4K | 0 | — | ↗ |
| 2021-06-15 | DICK JOHN W | Director | M-Exempt | D | Share Option C (right to buy) | 1,041 | 16.42 | 17.1K | 0 | — | ↗ |
| 2021-06-11 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 15,000 | 27.93 | 419.0K | 159,127 | — | ↗ |
| 2021-06-10 | ROMRELL LARRY E | Director | M-Exempt | A | Class C Ordinary Shares | 1,442 | 15.85 | 22.9K | 54,395 | — | ↗ |
| 2021-06-08 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 15,000 | 27.45 | 411.7K | 174,127 | — | ↗ |
| 2021-05-19 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 10,000 | 27.74 | 277.4K | 189,127 | — | ↗ |
| 2021-05-18 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 15,000 | 28.28 | 424.1K | 199,127 | — | ↗ |
| 2021-05-18 | CURTIS MIRANDA | Director | M-Exempt | A | Class A Ordinary Shares | 1,045 | 16.64 | 17.4K | 131,745 | — | ↗ |
| 2021-05-15 | FRIES MICHAEL T | Director / Officer | A-Award | A | Class B Ordinary Shares | 660,000 | 0.00 | — | 3,141,735 | — | ↗ |
| 2021-05-14 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 15,000 | 28.25 | 423.8K | 214,127 | — | ↗ |
| 2021-05-12 | RAPLEY DAVID E | Director | S-Sale | D | Class A Ordinary Shares | 736 | 27.54 | 20.3K | 3,129 | — | ↗ |
| 2021-05-11 | CURTIS MIRANDA | Director | S-Sale | D | Class C Ordinary Shares | 71,916 | 27.90 | 2.01M | 312,941 | — | ↗ |
| 2021-05-07 | BRACKEN CHARLES H R | Officer | S-Sale | D | Class C Ordinary Shares | 44,406 | 27.72 | 1.23M | 120,342 | — | ↗ |
| 2021-05-01 | Waldron Jason | Officer | M-Exempt | A | Class C Ordinary Shares | 16,441 | 0.00 | — | 88,977 | — | ↗ |
| 2021-05-01 | Salvato Andrea | Officer | F-InKind | D | Class C Ordinary Shares | 15,456 | 27.06 | 418.2K | 141,964 | — | ↗ |
| 2021-05-01 | Rodriguez Enrique | Officer | M-Exempt | D | Restricted Share Units A | 20,552 | 0.00 | — | 41,105 | — | ↗ |
| 2021-05-01 | HALL BRYAN H | Officer | F-InKind | D | Class C Ordinary Shares | 14,436 | 27.06 | 390.6K | 229,127 | — | ↗ |
| 2021-05-01 | FRIES MICHAEL T | Director / Officer | M-Exempt | A | Class A Ordinary Shares | 71,933 | 0.00 | — | 962,335 | — | ↗ |
| 2021-05-01 | BRACKEN CHARLES H R | Officer | M-Exempt | D | Restricted Share Units A | 24,662 | 0.00 | — | 49,326 | — | ↗ |
| 2021-04-13 | Waldron Jason | Officer | A-Award | A | Restricted Share Units A | 15,567 | 0.00 | — | 15,567 | — | ↗ |
| 2021-04-13 | WARGO J DAVID | Director | D-Return | D | Share Option C (right to buy) | 8,548 | 41.41 | 354.0K | 0 | — | ↗ |
| 2021-04-13 | Salvato Andrea | Officer | D-Return | D | Share Appreciation Rights C | 36,955 | 40.52 | 1.50M | 0 | — | ↗ |
| 2021-04-13 | Rodriguez Enrique | Officer | A-Award | A | Share Appreciation Rights C | 639,268 | 25.68 | 16.42M | 639,268 | — | ↗ |
| 2021-04-13 | ROMRELL LARRY E | Director | D-Return | D | Share Option C (right to buy) | 11,379 | 33.06 | 376.2K | 0 | — | ↗ |
| 2021-04-13 | RAPLEY DAVID E | Director | A-Award | A | Share Option C (right to buy) | 4,274 | 41.41 | 177.0K | 4,274 | — | ↗ |
| 2021-04-13 | MALONE JOHN C | Director / 10% Owner | D-Return | D | Share Option A (right to buy) | 26,067 | 42.01 | 1.10M | 0 | — | ↗ |
| 2021-04-13 | HALL BRYAN H | Officer | D-Return | D | Share Appreciation Rights A | 41,903 | 42.01 | 1.76M | 0 | — | ↗ |
| 2021-04-13 | Green Richard R | Director | D-Return | D | Share Option C (right to buy) | 11,379 | 33.06 | 376.2K | 0 | — | ↗ |
| 2021-04-13 | GOULD PAUL A | Director | A-Award | A | Share Option C (right to buy) | 11,379 | 33.06 | 376.2K | 11,379 | — | ↗ |
| 2021-04-13 | FRIES MICHAEL T | Director / Officer | A-Award | A | Share Appreciation Rights C | 316,802 | 40.52 | 12.84M | 316,802 | — | ↗ |
| 2021-04-13 | DICK JOHN W | Director | A-Award | A | Share Option C (right to buy) | 8,548 | 41.41 | 354.0K | 8,548 | — | ↗ |
| 2021-04-13 | CURTIS MIRANDA | Director | D-Return | D | Share Option C (right to buy) | 8,548 | 41.41 | 354.0K | 0 | — | ↗ |
| 2021-04-13 | COLE ANDREW | Director | A-Award | A | Share Option C (right to buy) | 11,379 | 33.06 | 376.2K | 11,379 | — | ↗ |
| 2021-04-13 | BRACKEN CHARLES H R | Officer | A-Award | A | Restricted Share Units C | 84,066 | 0.00 | — | 84,066 | — | ↗ |
| 2021-04-01 | Waldron Jason | Officer | M-Exempt | A | Class C Ordinary Shares | 11,487 | 0.00 | — | 77,579 | — | ↗ |
| 2021-04-01 | Salvato Andrea | Officer | F-InKind | D | Class C Ordinary Shares | 10,799 | 25.63 | 276.8K | 124,537 | — | ↗ |
| 2021-04-01 | Rodriguez Enrique | Officer | M-Exempt | A | Class C Ordinary Shares | 28,718 | 0.00 | — | 171,381 | — | ↗ |
| 2021-04-01 | HALL BRYAN H | Officer | M-Exempt | A | Class A Ordinary Shares | 11,487 | 0.00 | — | 89,190 | — | ↗ |
| 2021-04-01 | FRIES MICHAEL T | Director / Officer | F-InKind | D | Class A Ordinary Shares | 31,807 | 25.79 | 820.3K | 890,402 | — | ↗ |
| 2021-04-01 | BRACKEN CHARLES H R | Officer | F-InKind | D | Class A Ordinary Shares | 8,099 | 25.79 | 208.9K | 38,790 | — | ↗ |
| 2021-03-31 | WARGO J DAVID | Director | A-Award | A | Class C Ordinary Shares | 88 | 25.54 | 2.2K | 179,088 | — | ↗ |
| 2021-03-31 | GOULD PAUL A | Director | A-Award | A | Class A Ordinary Shares | 70 | 25.66 | 1.8K | 225,199 | — | ↗ |
| 2021-03-31 | DICK JOHN W | Director | A-Award | A | Class A Ordinary Shares | 400 | 25.66 | 10.3K | 47,300 | — | ↗ |
| 2021-03-29 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 15,723 | 25.48 | 400.6K | 197,792 | — | ↗ |
| 2021-03-12 | Waldron Jason | Officer | F-InKind | D | Class C Ordinary Shares | 7,738 | 25.43 | 196.8K | 66,092 | — | ↗ |
| 2021-03-12 | Rodriguez Enrique | Officer | F-InKind | D | Class A Ordinary Shares | 14,502 | 25.70 | 372.7K | 71,321 | — | ↗ |
| 2021-03-12 | HALL BRYAN H | Officer | A-Award | A | Restricted Share Units A | 1,934 | 0.00 | — | 1,934 | — | ↗ |
| 2021-03-01 | Rodriguez Enrique | Officer | M-Exempt | D | Restricted Share Units A | 4,769 | 0.00 | — | 0 | — | ↗ |
| 2021-03-01 | HALL BRYAN H | Officer | M-Exempt | D | Restricted Share Units C | 7,312 | 0.00 | — | 0 | — | ↗ |
| 2021-02-16 | Waldron Jason | Officer | A-Award | A | Restricted Share Units A | 11,487 | 0.00 | — | 11,487 | — | ↗ |
| 2021-02-16 | Salvato Andrea | Officer | A-Award | A | Restricted Share Units A | 22,975 | 0.00 | — | 22,975 | — | ↗ |
| 2021-02-16 | Rodriguez Enrique | Officer | A-Award | A | Restricted Share Units A | 28,718 | 0.00 | — | 28,718 | — | ↗ |
| 2021-02-16 | HALL BRYAN H | Officer | A-Award | A | Restricted Share Units A | 22,975 | 0.00 | — | 22,975 | — | ↗ |
| 2021-02-16 | FRIES MICHAEL T | Director / Officer | A-Award | A | Restricted Share Units A | 143,594 | 0.00 | — | 143,594 | — | ↗ |
| 2021-02-16 | BRACKEN CHARLES H R | Officer | A-Award | A | Restricted Share Units A | 34,462 | 0.00 | — | 34,462 | — | ↗ |
| 2020-12-31 | WARGO J DAVID | Director | A-Award | A | Class C Ordinary Shares | 84 | 23.65 | 2.0K | 179,000 | — | ↗ |
| 2020-12-31 | GOULD PAUL A | Director | A-Award | A | Class A Ordinary Shares | 70 | 24.22 | 1.7K | 225,129 | — | ↗ |
| 2020-12-31 | FRIES MICHAEL T | Director / Officer | — | I | Class A Ordinary Shares | 0 | 0.00 | — | 1,977 | — | ↗ |
| 2020-12-31 | DICK JOHN W | Director | A-Award | A | Class A Ordinary Shares | 384 | 24.22 | 9.3K | 46,900 | — | ↗ |
| 2020-12-31 | COLE ANDREW | Director | A-Award | A | Class A Ordinary Shares | 393 | 24.22 | 9.5K | 22,981 | — | ↗ |
| 2020-12-30 | Salvato Andrea | Officer | S-Sale | D | Class C Ordinary Shares | 30,000 | 23.80 | 714.0K | 112,361 | — | ↗ |
| 2020-11-24 | HALL BRYAN H | Officer | S-Sale | D | Class C Ordinary Shares | 37,877 | 22.29 | 844.3K | 190,955 | — | ↗ |
| 2020-11-20 | BRACKEN CHARLES H R | Officer | S-Sale | D | Class A Ordinary Shares | 27,746 | 22.83 | 633.5K | 29,658 | — | ↗ |
| 2020-11-19 | MALONE JOHN C | Director / 10% Owner | S-Sale | D | Class C Ordinary Shares | 69,822 | 22.31 | 1.56M | 4,750,876 | — | ↗ |
| 2020-11-18 | MALONE JOHN C | Director / 10% Owner | S-Sale | D | Class C Ordinary Shares | 155,178 | 22.27 | 3.46M | 4,820,698 | — | ↗ |
| 2020-10-01 | Waldron Jason | Officer | M-Exempt | A | Class A Ordinary Shares | 7,264 | 0.00 | — | 31,262 | — | ↗ |
| 2020-10-01 | Salvato Andrea | Officer | M-Exempt | D | Restricted Share Units C | 29,056 | 0.00 | — | 0 | — | ↗ |
| 2020-10-01 | Rodriguez Enrique | Officer | M-Exempt | D | Restricted Share Units A | 18,157 | 0.00 | — | 0 | — | ↗ |
| 2020-10-01 | HALL BRYAN H | Officer | F-InKind | D | Class A Ordinary Shares | 6,390 | 20.54 | 131.3K | 66,423 | — | ↗ |
| 2020-10-01 | FRIES MICHAEL T | Director / Officer | F-InKind | D | Class A Ordinary Shares | 36,267 | 20.54 | 744.9K | 873,512 | — | ↗ |
| 2020-10-01 | BRACKEN CHARLES H R | Officer | F-InKind | D | Class A Ordinary Shares | 10,244 | 20.54 | 210.4K | 57,404 | — | ↗ |
| 2020-09-30 | GOULD PAUL A | Director | A-Award | A | Class A Share Fund Units | 521 | 0.00 | — | 13,134 | — | ↗ |
| 2020-09-30 | DICK JOHN W | Director | A-Award | A | Class A Ordinary Shares | 434 | 21.01 | 9.1K | 46,516 | — | ↗ |
| 2020-09-30 | COLE ANDREW | Director | A-Award | A | Class A Ordinary Shares | 452 | 21.01 | 9.5K | 22,588 | — | ↗ |
| 2020-09-04 | BERKSHIRE HATHAWAY INC | 10% Owner | S-Sale | D | Class A Ordinary Shares | 1,300,000 | 22.31 | 29.00M | 18,010,000 | — | ↗ |
| 2020-09-01 | HALL BRYAN H | Officer | S-Sale | D | Class A Ordinary Shares | 20,000 | 23.25 | 465.0K | 58,285 | — | ↗ |
| 2020-08-20 | HALL BRYAN H | Officer | S-Sale | D | Class A Ordinary Shares | 20,000 | 21.95 | 439.0K | 78,285 | — | ↗ |
| 2020-08-19 | HALL BRYAN H | Officer | S-Sale | D | Class A Ordinary Shares | 10,000 | 22.24 | 222.4K | 98,285 | — | ↗ |
| 2020-06-30 | WARGO J DAVID | Director | A-Award | A | Share Option A (right to buy) | 8,772 | 21.86 | 191.8K | 8,772 | — | ↗ |
| 2020-06-30 | SPARKMAN J C | Director | A-Award | A | Share Option A (right to buy) | 8,772 | 21.86 | 191.8K | 8,772 | — | ↗ |
| 2020-06-30 | ROMRELL LARRY E | Director | A-Award | A | Share Option C (right to buy) | 17,543 | 21.51 | 377.3K | 17,543 | — | ↗ |
| 2020-06-30 | RAPLEY DAVID E | Director | A-Award | A | Share Option A (right to buy) | 8,772 | 21.86 | 191.8K | 8,772 | — | ↗ |
Executive team
Top executives
EBIT / Employee
4.8K
Shares Outstanding
338.10M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2013 | Michael T. Fries Chief Executive Officer President | 1.37M | — | 5.57M | 34.64M | 3.96M | 1.03M | 46.85M | 85.81% | ↗ |
| 2 | 2013 | Balan Nair Executive Vice President Chief | 696.7K | — | 2.44M | 7.09M | 1.58M | 93.5K | 11.97M | 79.63% | ↗ |
| 3 | 2013 | Bernard G. Dvorak Executive Vice President Co-Chief | 693.2K | — | 2.44M | 7.09M | 1.58M | 20.2K | 11.84M | 80.48% | ↗ |
| 4 | 2013 | Diederik Karsten Executive Vice President, European | 773.1K | — | 2.44M | 6.61M | 1.58M | 181.5K | 11.59M | 78.09% | ↗ |
| 5 | 2013 | Charles H.R. Bracken Executive Vice President Co-Chief | 730.9K | — | 2.44M | 6.61M | 1.58M | 93.1K | 11.45M | 78.98% | ↗ |
| 6 | 2012 | Michael T. Fries Chief Executive Officer President | 996.2K | — | 5.46M | 3.00M | 3.62M | 784.8K | 14.01M | 60.37% | ↗ |
| 7 | 2012 | Diederik Karsten Executive Vice President, European | 656.4K | — | 2.39M | 1.19M | 932.0K | 162.6K | 5.33M | 67.15% | ↗ |
| 8 | 2012 | Balan Nair Executive Vice President Chief | 547.7K | — | 2.39M | 1.31M | 932.0K | 73.6K | 5.30M | 69.88% | ↗ |
| 9 | 2012 | Charles H.R. Bracken Executive Vice President Co-Chief | 638.7K | — | 2.39M | 1.19M | 906.0K | 79.6K | 5.20M | 68.78% | ↗ |
| 10 | 2012 | Bernard G. Dvorak Executive Vice President Co-Chief | 534.7K | — | 2.39M | 1.31M | 906.0K | 34.5K | 5.18M | 71.50% | ↗ |
| 11 | 2011 | Michael T. Fries Chief Executive Officer President | 986.0K | — | 5.14M | 3.07M | 4.00M | 555.8K | 13.81M | 59.45% | ↗ |
| 12 | 2011 | Diederik Karsten Executive Vice President, European | 665.3K | — | 2.25M | 1.18M | 1.00M | 163.8K | 5.26M | 65.21% | ↗ |
| 13 | 2011 | Balan Nair Executive Vice President Chief | 536.0K | — | 2.25M | 1.34M | 1.00M | 45.7K | 5.19M | 69.19% | ↗ |
| 14 | 2011 | Charles H.R. Bracken Executive Vice President Co-Chief | 631.6K | — | 2.25M | 1.18M | 1.00M | 76.2K | 5.14M | 66.75% | ↗ |
| 15 | 2011 | Bernard G. Dvorak Executive Vice President Co-Chief | 523.0K | — | 2.25M | 1.34M | 1.00M | 18.3K | 5.13M | 69.98% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Michael Thomas Fries | President, CEO & Chairman of the Board | 20M | male |
| Charles Henry Rowland Bracken | Executive Vice President & Chief Financial Officer | 6M | male |
| Andrea Vincenzo Salvato | Executive Vice President & Chief Development Officer | 5M | male |
| Bryan H. Hall | Executive Vice President, General Counsel & Secretary | 4M | male |
| Enrique Rodriguez | Executive Vice President & Chief Technology Officer | 1M | male |
| Amy Blair | Senior Vice President & Chief People Officer | — | female |
| Severina Pascu | Senior Vice President of Commercial & Operations | — | female |
| Eric Lennon | Managing Director of Technology Integration | — | male |
| Frederick G. Westerman | Senior Vice President of Investor Relations & Corporate Responsibility | — | male |
| Jason R. Waldron | Senior Vice President & Chief Accounting Officer | — | male |
| Manuel Kohnstamm | Senior VP & Chief Corporate Affairs Officer | — | male |
ESG Rating
ESG Score History TELECOMMUNICATIONS SERVICES
Benchmark vs Sector
Senate Trading Activity
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2024-11-13 | 2024-12-16 | Thomas H. Kean | NJ07 | — | Exchange | $15,001 - $50,000 | ↗ |
| 2024-11-13 | 2024-12-16 | Thomas H. Kean | NJ07 | — | Exchange | $1,001 - $15,000 | ↗ |
| 2023-11-03 | 2023-12-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-10-10 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-07-12 | 2023-08-13 | Daniel Goldman | NY10 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-05-23 | 2023-06-12 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-03 | 2022-12-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-09-29 | 2022-10-07 | Ro Khanna | CA17 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2022-09-29 | 2022-10-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-08-23 | 2022-09-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-08-03 | 2022-09-14 | Kathy Manning | NC06 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-07-20 | 2022-08-10 | Kathy Manning | NC06 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2022-01-21 | 2022-02-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for LBTYK
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
