Amtd Idea Group
AMTD- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001769731
No open-market purchases or sales by Amtd Idea Group insiders were filed in the last 90 days; 9 institutions reported holding it in 13F filings for Q2 2026, worth $251.5K in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Amtd Idea Group as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 17
- +13 vs. Q2 2022
- Shares held
- 1.68M
- +367.8K (+28.1%) vs. Q2 2022
- Total value
- $2.00M
- +$478.1K (+31.5%) vs. Q2 2022
- New holders
- 14
- 2 more added
- Sold out
- 1
- 0 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMTD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 9 | $251.5K |
| Q1 2026 | 9 | $321.8K |
| Q4 2025 | 10 | $320.6K |
| Q3 2025 | 9 | $372.9K |
| Q2 2025 | 13 | $393.4K |
| Q1 2025 | 10 | $327.6K |
| Q4 2024 | 10 | $329.7K |
| Q3 2024 | 12 | $459.7K |
| Q2 2024 | 12 | $583.0K |
| Q1 2024 | 11 | $604.2K |
| Q4 2023 | 13 | $605.4K |
| Q3 2023 | 19 | $1.94M |
| Q2 2023 | 17 | $2.64M |
| Q1 2023 | 14 | $2.15M |
| Q4 2022 | 12 | $887.1K |
| Q3 2022 | 17 | $2.00M |
| Q2 2022 | 4 | $1.52M |
| Q1 2022 | 3 | $3.03M |
| Q4 2021 | 3 | $7.73M |
| Q3 2021 | 2 | $11.0M |
| Q2 2021 | 3 | $14.9M |
| Q1 2021 | 6 | $18.4M |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Amtd Idea Group; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,274,801 | $1.52M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 76,279 | $91.0K | 0.00% | +76,279 | New |
| Mariner, LLC | 70,221 | $84.0K | 0.00% | +70,221 | New |
| Buckingham Strategic Partners | 50,000 | $60.0K | 0.00% | +50,000 | New |
| Advisor Group Holdings, Inc. | 38,000 | $45.0K | 0.00% | +38,000 | New |
| UBS Group AG | 34,314 | $41.0K | 0.00% | +34,314 | New |
| Envestnet Asset Management Inc | 24,941 | $30.0K | 0.00% | +2,995+13.6% | Added |
| Thrive Wealth Management, LLC | 23,880 | $28.0K | 0.01% | +23,880 | New |
| Virtu Financial LLC | 20,567 | $24.0K | 0.00% | +20,567 | New |
| Smallwood Wealth Investment Management, LLC | 18,600 | $22.0K | 0.02% | +18,600 | New |
| Gsa Capital Partners LLP | 11,000 | $13.0K | 0.00% | +11,000 | New |
| Citadel Advisors LLC | 10,825 | $13.0K | 0.00% | +10,825 | New |
| Bayesian Capital Management, LP | 10,800 | $13.0K | 0.00% | +10,800 | New |
| Barclays PLC | 10,000 | $12.0K | 0.00% | +10,000 | New |
| FMR LLC | 2,469 | $3.00K | 0.00% | +631+34.3% | Added |
| Retirement Group, LLC | 1,500 | $2.00K | 0.00% | +1,500 | New |
| Federation des caisses Desjardins du Quebec | 120 | $143 | 0.00% | +120 | New |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,948−100.0% | Sold out |