HolderBook

AMETEK INC (AME)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

44
Reporting holders
$177.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,155
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$89.6M361,6111.97%9q-1.0%-$916.4K
DUDLEY & SHANLEY, INC.$31.5M127,2435.01%32q-8.9%-$3.1M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$26.6M107,4131.76%32qHELD
ARGENT CAPITAL MANAGEMENT LLC$4.6M18,6380.15%31q-1.5%-$72.6K
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$4.3M17,5000.82%29qHELD
CONGRESS ASSET MANAGEMENT CO$3.1M12,6860.02%32q-84.5%-$17.1M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$2.8M11,4770.03%28q-8.1%-$249.0K
GAMMA Investing LLC$2.2M9,0770.08%12q+8.2%+$170.7K
RFG - Bristol Wealth Advisors, LLC$1.4M5,7430.34%8qHELD
Farther Finance Advisors, LLC$1.3M5,4260.01%16q+36.3%+$358.2K
Plan A Wealth LLC$1.2M4,7870.42%7q+1.7%+$20.1K
Wedmont Private Capital$1.2M4,6580.03%16q+26.4%+$241.1K
Biltmore Wealth Management, LLC$1.1M4,5050.35%31q-3.8%-$43.6K
Everhart Financial Group, Inc.$1.1M4,3660.07%6q+4.8%+$49.8K
RIVERSEDGE ADVISORS, LLC$797.8K3,2210.10%5q+54.0%+$279.6K
Conrad Siegel Investment Advisors, Inc.$414.2K1,6720.07%6q-3.7%-$16.1K
Versant Capital Management, Inc$396.9K1,6020.03%32q+5.4%+$20.3K
CANANDAIGUA NATIONAL BANK & TRUST CO$396.6K1,6010.03%20qHELD
BAKER TILLY WEALTH MANAGEMENT, LLC$356.5K1,4390.07%9q-10.2%-$40.6K
Cooper Financial Group$290.3K1,1720.02%27q+0.9%+$2.5K
Midwest Financial Partners Investments, Inc.$272.5K1,1000.10%4qHELD
LifeGoal Investments, LLC$259.1K1,0460.08%newNEW
Valeo Financial Advisors, LLC$255.9K1,0330.01%newNEW
MassMutual Private Wealth & Trust, FSB$228.2K9210.01%32q-23.4%-$69.6K
SPRING CAPITAL MANAGEMENT, LLC$213.8K8630.10%2qHELD
Balefire, LLC$208.6K8420.03%newNEW
MOODY NATIONAL BANK TRUST DIVISION$203.1K8200.02%newNEW
Wealth Enhancement Trust Services, Inc.$134.8K5440.01%4q-58.7%-$191.2K
EASTERN BANK$125.6K5070.00%9qHELD
Miller Global Investments, LLC$92.2K3720.07%newNEW
BURKETT FINANCIAL SERVICES, LLC$51.3K2070.02%2q+840.9%+$45.8K
TOTH FINANCIAL ADVISORY CORP$37.2K1500.00%32qHELD
CoreCap Advisors, LLC$33.0K1330.00%9q+1.5%
ELEVATION WEALTH PARTNERS, LLC$32.0K1290.01%5qHELD
GK Wealth Management LLC$29.8K1200.02%newNEW
ATWOOD & PALMER INC$25.8K1040.00%11qHELD
Grove Bank & Trust$18.3K740.00%15qHELD
Mn Services Vermogensbeheer B.V.$16.4K66,3030.12%11qHELD
Marquette Asset Management, LLC$15.4K620.00%5qHELD
Noble Wealth Management PBC$10.7K430.00%7qHELD
Planning Strategies Inc.$5.0K200.00%2q+11.1%
NEVILLE RODIE & SHAW INC$4.1K16,5100.28%32q-0.6%
Rosenberg Matthew Hamilton$2.7K110.00%17qHELD
Aventus Investment Advisors, Inc.$2.7K110.00%newNEW
Davis Capital Management$2.0K80.00%5q+14.3%
WoodTrust Financial Corp$1.6K6,5930.20%24qHELD
CX Institutional$5722,3090.02%15q+14.7%
Trust Co$49520.00%4qHELD
PROFESSIONAL ADVISORY SERVICES INC$3341,3500.04%12qHELD

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-07Hermance David F.PRESIDENT - ELECTROMECHANICALSold6,608$1.7M
2026-08-11Stanage Nick LDirectorBought4,000$1.0M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202644$177.1M714,959712100.0%
Q2 20261,199$53.4B220,142,3801244513700.5%
Q1 20261,156$43.5B202,402,1961184363430.3%
Q4 20251,128$42.7B207,340,0681243723360.3%
Q3 20251,038$38.4B204,069,4651123643040.2%
Q2 20251,004$37.2B205,166,829843763390.1%
Q1 20251,004$34.8B201,758,978943683080.3%
Q4 2024991$36.1B199,811,209893213240.2%
Q3 2024918$35.5B206,662,559913063010.1%
Q2 2024904$35.1B209,949,419783342680.1%
Q1 2024910$39.8B217,161,2541002902930.1%
Q4 2023861$34.8B210,698,732722493080.3%
Q3 2023818$30.0B202,331,679492652840.2%
Q2 2023825$32.7B202,019,185902642660.1%
Q1 2023781$30.8B211,665,966612273030.1%
Q4 2022789$29.0B204,646,959842462560.2%
Q3 2022754$22.8B200,913,979652572470.2%
Q2 2022745$21.7B197,461,809602722460.1%
Q1 2022754$26.7B200,123,720652472570.1%
Q4 2021773$29.6B201,355,387902482320.2%
Q3 2021722$25.0B201,305,768562202420.2%
Q2 2021725$26.9B201,432,402772152240.1%
Q1 2021697$25.5B199,696,024612352290.2%
Q4 2020686$25.0B202,951,869772002300.1%
Q3 2020644$19.9B199,701,260571822370.1%
Q2 2020636$17.9B200,028,117762002360.1%
Q1 2020614$14.4B199,425,847521912440.1%
Q4 2019672$20.2B202,639,935702052110.1%
Q3 2019620$18.4B199,963,456482071960.1%
Q2 2019623$18.2B199,566,142731932290.3%
Q1 2019611$16.5B198,647,975641882180.1%
Q4 2018595$13.5B199,444,99081790.1%