Atlanticus Holdings ATLC Institutional Ownership

NASDAQ ATLC

$91.08 -1.95 (-2.10%)

At close: Aug 28, 2026 · 4:00 PM EDT

Institutions by Trading Activity

148 Institutions

Increased 95 64.2%

Unchanged 17 11.5%

Reduced 36 24.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

28.93%

▲+4.54 pp QoQ

Shares Held by Institutions

4.38Mn

of 15.16Mn outstanding

▲+20.54% QoQ

Shares Outstanding

15.16Mn

10.77Mn held outside 13F filers

Institutional Investors

148

filed 13F for Jun 2026

▲+41 vs prior quarter

Net Shares Added (QoQ)

+747.06K

accumulated since last quarter

Value of Holdings

$399.35Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Atlanticus Holdings Corp (NASDAQ:ATLC) is held by 108 institutional investors per 13F filings through March 2026.

These investors held 24.6% of outstanding shares in March 2026, down from 24.8% in December 2025.
Their total shares held in ATLC increased 10.58% quarter over quarter, and separately, investors owning Atlanticus Holdings increased 11.34% from a year ago.
Among the 108 funds, 59 bought more Atlanticus Holdings shares, 33 sold down, and 16 held their ground.
The aggregate institutional position in Atlanticus Holdings amounted to 3.69Mn shares as of March 2026, up by 352.48K shares quarter on quarter, and up 575.84K shares year over year.
As of March 31, 2026, WELLINGTON MANAGEMENT GROUP LLP held the largest stake in Atlanticus Holdings with 754.96K shares, accounting for 5.04% of total shares outstanding.
Top purchasers of ATLC stock for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (235.28K), HB Wealth Management, LLC (112.41K), WELLINGTON MANAGEMENT GROUP LLP (50.68K), Jpmorgan Chase & Co (49.25K), VANGUARD PORTFOLIO MANAGEMENT LLC (40.8K).
The largest sales of ATLC for the quarter ending March 2026 came from Empowered Funds, LLC (60.2K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (52.92K), DIMENSIONAL FUND ADVISORS LP (43.55K), LOS ANGELES CAPITAL MANAGEMENT LLC (22.22K), UBS Group AG (19.74K).
Business Quant data shows the 10 biggest positions in Atlanticus Holdings as of March 2026 are held by WELLINGTON MANAGEMENT GROUP LLP (754.96K), DIMENSIONAL FUND ADVISORS LP (522.54K), BlackRock, Inc. (430.17K), VANGUARD CAPITAL MANAGEMENT LLC (235.28K), AMERICAN CENTURY COMPANIES INC (185.09K), GEODE CAPITAL MANAGEMENT, LLC (143.1K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (121.4K), HB Wealth Management, LLC (118.79K), State Street Corp (115.88K), RENAISSANCE TECHNOLOGIES LLC (115.56K).

Form 13F Holdings

151 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.38Mn

Of outstanding 28.93%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WELLINGTON MANAGEMENT GROUP LLP	0000902219	522,642	3.45%	▼232,316	-30.77%	$53.44Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	454,394	3.00%	▼68,151	-13.04%	$46.47Mn
3	BlackRock, Inc.	0002012383	425,768	2.81%	▼4,399	-1.02%	$43.53Mn
4	Curated Wealth Partners LLC	0001781284	375,000	2.47%	▲375,000	0.00%	$372.56K
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	235,886	1.56%	▲605	+0.26%	$24.12Mn
6	AMERICAN CENTURY COMPANIES INC	0000748054	221,049	1.46%	▲35,958	+19.43%	$22.60Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	143,886	0.95%	▲791	+0.55%	$14.72Mn
8	HB Wealth Management, LLC	0001911253	118,939	0.78%	▲151	+0.13%	$12.16Mn
9	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	117,995	0.78%	▲88,942	+306.14%	$12.06Mn
10	State Street Corp	0000093751	117,936	0.78%	▲2,057	+1.78%	$12.06Mn
11	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	99,601	0.66%	▼21,802	-17.96%	$10.18Mn
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	92,158	0.61%	▼23,400	-20.25%	$9.42Mn
13	Philadelphia Financial Management of San Francisco, LLC	0001351407	89,597	0.59%	▲89,597	0.00%	$9.16Mn
14	Empowered Funds, LLC	0001592828	71,255	0.47%	▲1,946	+2.81%	$7.29Mn
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	66,273	0.44%	▲2,588	+4.06%	$6.78Mn
15	Sixth Street Partners Management Company, L.P.	0001812095	66,273	0.44%	▲66,273	0.00%	$6.78Mn
16	Northern Trust Corp	0000073124	60,622	0.40%	▲1,049	+1.76%	$6.20Mn
17	Janney Montgomery Scott LLC	0001329948	52,467	0.35%	▲838	+1.62%	$5.37K
18	Goldman Sachs Group Inc	0000886982	50,422	0.33%	▲24,395	+93.73%	$5.16Mn
19	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	43,695	0.29%	▲2,894	+7.09%	$4.47Mn

Showing 1 to 20 of 151 holders