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, Q4 2022
Institutional positions in Amtd Idea Group as of Dec 31, 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
- 12
- −5 vs. Q3 2022
- Shares held
- 493.0K
- −346.2K (−41.3%) vs. Q3 2022Converted for a 1-for-2 split
- Total value
- $887.1K
- −$1.11M (−55.6%) vs. Q3 2022
- New holders
- 5
- 2 more added
- Sold out
- 10
- 3 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Amtd Idea Group; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Profund Advisors LLC | 175,157 | $315.3K | 0.02% | +175,157 | New |
| Susquehanna International Group, LLP | 91,760 | $165.2K | 0.00% | +91,760 | New |
| American Century Companies Inc | 79,252 | $142.7K | 0.00% | +79,252 | New |
| Envestnet Asset Management Inc | 39,086 | $70.4K | 0.00% | +26,616+213.4% | AddedConverted for a 1-for-2 split |
| Mariner, LLC | 34,392 | $62.0K | 0.00% | −719−2.0% | ReducedConverted for a 1-for-2 split |
| Allegiance Financial Group Advisory Services LLC | 25,000 | $45.0K | 0.04% | +25,000 | New |
| Advisor Group Holdings, Inc. | 18,000 | $32.0K | 0.00% | −1,000−5.3% | ReducedConverted for a 1-for-2 split |
| StoneX Group Inc. | 14,999 | $27.0K | 0.00% | +14,999 | New |
| UBS Group AG | 8,698 | $15.7K | 0.00% | −8,459−49.3% | ReducedConverted for a 1-for-2 split |
| Barclays PLC | 5,000 | $9.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-2 split |
| FMR LLC | 1,594 | $2.87K | 0.00% | +360+29.1% | AddedConverted for a 1-for-2 split |
| Federation des caisses Desjardins du Quebec | 60 | $108 | 0.00% | 00.0% | UnchangedConverted for a 1-for-2 split |
| Morgan Stanley | 0 | $0 | 0.00% | −637,401−100.0% | Sold outConverted for a 1-for-2 split |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −38,140−100.0% | Sold outConverted for a 1-for-2 split |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −25,000−100.0% | Sold outConverted for a 1-for-2 split |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −11,940−100.0% | Sold outConverted for a 1-for-2 split |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,284−100.0% | Sold outConverted for a 1-for-2 split |
| Smallwood Wealth Investment Management, LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold outConverted for a 1-for-2 split |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,500−100.0% | Sold outConverted for a 1-for-2 split |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −5,413−100.0% | Sold outConverted for a 1-for-2 split |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold outConverted for a 1-for-2 split |
| Retirement Group, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold outConverted for a 1-for-2 split |