Agiliti Inc (AGTI) Ownership

10.10 ↑0.06 (0.60%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Lee Thomas H Partners LP is the biggest individual institutional holder of Agiliti Inc (AGTI), owning a total of 98.2 million shares. Combined, the top 29 institutional holders of AGTI own 107.03% of the company with a total of 145.3 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of AGTI by 441 thousand shares. 12 institutions bought 3,046,868 total additional shares and increased their ownership by an average of 38.79%. However 7 institutions sold 2,605,954 total shares and decreased their ownership by an average of 18.68%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Agiliti increased by a net total of 440,914 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lee Thomas H Partners LP	72.223%	0.000%	98,195,398	0	2023-12-31
BlackRock Inc	3.980%	4.595%	5,410,925	237,724	2023-12-31
JPMorgan Chase & Co	3.800%	0.730%	5,166,007	37,439	2023-12-31
T. Rowe Price Investment Management,Inc.	3.501%	64.605%	4,759,369	1,867,982	2023-12-31
Vanguard Group Inc	2.759%	0.734%	3,751,772	27,326	2023-12-31
HHG PLC	2.261%	-0.023%	3,073,520	-704	2023-12-31
Morgan Stanley - Brokerage Accounts	1.667%	-39.690%	2,265,738	-1,491,075	2023-12-31
Fred Alger Management, LLC	1.389%	-8.949%	1,888,348	-185,593	2023-12-31
Massachusetts Financial Services Company	0.969%	0.425%	1,316,723	5,574	2023-12-31
State Street Corporation	0.881%	2.344%	1,198,060	27,441	2023-12-31
Goldman Sachs Group Inc	0.673%	359.522%	915,330	716,138	2023-12-31
Dimensional Fund Advisors, Inc.	0.646%	-13.240%	877,631	-133,933	2023-12-31
Millennium Management LLC	0.614%	-46.507%	834,713	-725,705	2023-12-31
Geode Capital Management, LLC	0.510%	8.643%	692,795	55,115	2023-12-31
Northern Trust Corp	0.287%	4.935%	390,115	18,348	2023-12-31
Bank of New York Mellon Corp	0.243%	8.639%	330,103	26,249	2023-12-31
Charles Schwab Investment Management Inc	0.214%	9.335%	290,718	24,822	2023-12-31
Amvescap Plc.	0.212%	0.950%	288,034	2,710	2023-12-31
Bank of America Corp	0.184%	-20.930%	250,153	-66,217	2023-12-31
Principal Financial Group Inc	0.142%	-1.397%	192,494	-2,727	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lee Thomas H Partners LP	72.223%	0.000%	98,195,398	0	2023-12-31
BlackRock Inc	3.980%	4.595%	5,410,925	237,724	2023-12-31
JPMorgan Chase & Co	3.800%	0.730%	5,166,007	37,439	2023-12-31
T. Rowe Price Associates, Inc.	3.579%	-2.503%	4,771,852	-122,520	2022-06-30
T. Rowe Price Investment Management,Inc.	3.501%	64.605%	4,759,369	1,867,982	2023-12-31
Eaton Vance Management	2.861%	2.906%	3,828,098	108,107	2022-09-30
Vanguard Group Inc	2.759%	0.734%	3,751,772	27,326	2023-12-31
HHG PLC	2.261%	-0.023%	3,073,520	-704	2023-12-31
Thrivent Financial For Lutherans	1.852%	4.054%	2,501,056	97,440	2023-06-30
Morgan Stanley - Brokerage Accounts	1.667%	-39.690%	2,265,738	-1,491,075	2023-12-31
Fred Alger Management, LLC	1.389%	-8.949%	1,888,348	-185,593	2023-12-31
Massachusetts Financial Services Company	0.969%	0.425%	1,316,723	5,574	2023-12-31
State Street Corporation	0.881%	2.344%	1,198,060	27,441	2023-12-31
Goldman Sachs Group Inc	0.673%	359.522%	915,330	716,138	2023-12-31
Dimensional Fund Advisors, Inc.	0.646%	-13.240%	877,631	-133,933	2023-12-31
Millennium Management LLC	0.614%	-46.507%	834,713	-725,705	2023-12-31
Geode Capital Management, LLC	0.510%	8.643%	692,795	55,115	2023-12-31
Sectoral Asset Management Inc	0.348%	-8.025%	469,277	-40,945	2023-06-30
Jennison Associates LLC	0.351%	0.000%	468,593	468,593	2022-09-30
Hood River Capital Management LLC	0.316%	161.405%	421,019	259,959	2022-06-30
Northern Trust Corp	0.287%	4.935%	390,115	18,348	2023-12-31
Granite Investment Partners, LLC	0.261%	-5.459%	351,430	-20,293	2023-09-30
Bank of New York Mellon Corp	0.243%	8.639%	330,103	26,249	2023-12-31
Charles Schwab Investment Management Inc	0.214%	9.335%	290,718	24,822	2023-12-31
Amvescap Plc.	0.212%	0.950%	288,034	2,710	2023-12-31
Edgestream Partners, L.P.	0.203%	0.000%	274,304	274,304	2023-09-30
Bank of America Corp	0.184%	-20.930%	250,153	-66,217	2023-12-31
Principal Financial Group Inc	0.142%	-1.397%	192,494	-2,727	2023-12-31
Nuveen Asset Management, LLC	0.109%	44.924%	144,686	44,850	2022-06-30

Mutual Fund Ownership

JPM US Small Cap Core-Composite is the biggest individual fund holder of Agiliti Inc (AGTI), owning a total of 3.4 million shares. Combined, the top 29 mutual fund holders of AGTI own 26.59% of the company with a total of 36.1 million shares.

In the latest ownership report on March 28th 2024, the top 29 fund holders increased their combined ownership of AGTI by 4 thousand shares. 3 funds bought 4,053 total additional shares and increased their ownership by an average of 0.10%. However 1 funds sold 401 total shares and decreased their ownership by an average of 0.09%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Agiliti increased by a net total of 3,652 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	1.747%	0.142%	2,375,276	3,376	2024-03-28
iShares Russell 2000 ETF	0.545%	0.048%	740,658	357	2024-03-28
iShares S&P Small-Cap 600 Value ETF	0.320%	-0.092%	434,434	-401	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.236%	0.100%	321,333	320	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
JPM US Small Cap Core-Composite	2.524%	0.000%	3,431,478	0	2023-12-31
JPMorgan Small Cap Equity A	2.530%	0.000%	3,431,478	0	2024-01-31
Janus Henderson US SMID Cap Growth	2.050%	0.000%	2,786,459	0	2023-12-31
Janus Henderson Triton D	2.050%	0.000%	2,786,459	0	2023-12-31
Calvert US Small-Cap SMA	1.996%	10.799%	2,683,891	261,582	2023-03-31
NB Private Equity Partners Class A Ord	1.838%	-0.015%	2,499,112	-370	2023-10-31
T. Rowe Price Small-Cap Value	1.799%	73.816%	2,446,393	1,038,930	2023-12-31
iShares Core S&P Small-Cap ETF	1.747%	0.142%	2,375,276	3,376	2024-03-28
T. Rowe Price U.S. SC Value Eq Tr-Z	0.822%	75.446%	1,116,986	480,331	2023-12-31
MFS New Discovery Value I	0.760%	0.588%	1,031,237	6,024	2024-01-31
Vanguard Total Stock Mkt Idx Inv	0.743%	0.000%	1,009,959	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	0.749%	0.000%	1,009,959	0	2023-03-31
Vanguard Small Cap Index	0.639%	0.921%	868,785	7,928	2024-02-29
iShares Russell 2000 ETF	0.545%	0.048%	740,658	357	2024-03-28
Eaton Vance Worldwide Health Sci A	0.518%	0.000%	702,673	0	2024-01-31
Calvert US Small-Cap Strategy	0.504%	-66.570%	685,267	-1,364,559	2023-12-31
Calvert Small-Cap A	0.505%	-32.577%	685,267	-331,096	2023-12-31
BlackRock Health Sciences Opps Inv A	0.467%	0.000%	631,112	0	2023-07-31
Thrivent Small Cap Stock A	0.445%	-40.699%	600,601	-412,197	2023-08-31
JPM US Smaller Companies A (dist) USD	0.426%	-16.971%	579,124	-118,368	2024-02-29
Alger Weatherbie Specialized Growth A	0.414%	-2.832%	562,982	-16,408	2024-01-31
T. Rowe Price US Smlr Cm Eq A USD	0.412%	11.582%	559,984	58,123	2023-12-31
Fidelity Canadian Large Cp Mlt Ast Bs O	0.390%	0.000%	530,000	530,000	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.376%	0.166%	510,813	844	2024-02-29
Vanguard Small Cap Growth Index Inv	0.359%	1.689%	487,614	8,100	2024-02-29
iShares S&P Small-Cap 600 Value ETF	0.320%	-0.092%	434,434	-401	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.236%	0.100%	321,333	320	2024-03-28
Fidelity Small Cap Index	0.225%	2.095%	306,059	6,279	2024-01-31
Vanguard Tax-Managed Small Cap Adm	0.202%	0.000%	273,907	0	2024-02-29