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 2023
Institutional positions in Amtd Idea Group as of Dec 31, 2023. 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
- 13
- −6 vs. Q3 2023
- Shares held
- 336.4K
- −190.8K (−36.2%) vs. Q3 2023Converted for a 1-for-3 split
- Total value
- $605.4K
- −$1.34M (−68.9%) vs. Q3 2023
- New holders
- 1
- 3 more added
- Sold out
- 7
- 3 more reduced
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Amtd Idea Group; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 212,467 | $382.5K | 0.00% | 00.0% | UnchangedConverted for a 1-for-3 split |
| Allegiance Financial Group Advisory Services LLC | 49,999 | $90.0K | 0.04% | +24,999+100.0% | AddedConverted for a 1-for-3 split |
| American Century Companies Inc | 26,417 | $47.6K | 0.00% | 00.0% | UnchangedConverted for a 1-for-3 split |
| Renaissance Technologies LLC | 22,333 | $40.0K | 0.00% | +22,333 | New |
| Envestnet Asset Management Inc | 17,134 | $30.8K | 0.00% | −2,578−13.1% | ReducedConverted for a 1-for-3 split |
| Bank of America Corp | 2,166 | $3.90K | 0.00% | 00.0% | UnchangedConverted for a 1-for-3 split |
| UBS Group AG | 2,043 | $3.68K | 0.00% | +2,040+61,190.0% | AddedConverted for a 1-for-3 split |
| FMR LLC | 1,778 | $3.20K | 0.00% | +1,028+137.2% | AddedConverted for a 1-for-3 split |
| Barclays PLC | 1,666 | $3.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-3 split |
| Rhumbline Advisers | 398 | $716 | 0.00% | 00.0% | UnchangedConverted for a 1-for-3 split |
| Advisor Group Holdings, Inc. | 21 | $37 | 0.00% | −6,346−99.7% | ReducedConverted for a 1-for-3 split |
| Federation des caisses Desjardins du Quebec | 20 | $36 | 0.00% | 00.0% | UnchangedConverted for a 1-for-3 split |
| Carmichael Hill & Associates, Inc. | 1 | $2 | 0.00% | −1−40.0% | ReducedConverted for a 1-for-3 split |
| Shay Capital LLC | 0 | $0 | 0.00% | −190,100−100.0% | Sold outConverted for a 1-for-3 split |
| HRT Financial LP | 0 | $0 | 0.00% | −12,440−100.0% | Sold outConverted for a 1-for-3 split |
| Mariner, LLC | 0 | $0 | 0.00% | −10,441−100.0% | Sold outConverted for a 1-for-3 split |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,584−100.0% | Sold outConverted for a 1-for-3 split |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,720−100.0% | Sold outConverted for a 1-for-3 split |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,306−100.0% | Sold outConverted for a 1-for-3 split |
| JustInvest LLC | 0 | $0 | 0.00% | −3,679−100.0% | Sold outConverted for a 1-for-3 split |