Artivion Inc (AORT) Ownership

20.99 ↑0.21 (1.01%)

As of April 24, 2024, 12:53pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Artivion Inc (AORT), owning a total of 6.8 million shares. Combined, the top 28 institutional holders of AORT own 79.40% of the company with a total of 32.7 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of AORT by 273 thousand shares. 11 institutions bought 623,652 total additional shares and increased their ownership by an average of 10.81%. However 7 institutions sold 350,677 total shares and decreased their ownership by an average of 5.24%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Artivion increased by a net total of 272,975 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.602%	1.813%	6,844,308	121,906	2023-12-31
Macquarie Group Ltd	6.970%	-0.454%	2,873,553	-13,113	2023-12-31
Vanguard Group Inc	6.382%	-0.596%	2,630,873	-15,770	2023-12-31
Wellington Management Company LLP	5.966%	-1.891%	2,459,646	-47,410	2023-12-31
Morgan Stanley - Brokerage Accounts	5.775%	2.626%	2,380,645	60,920	2023-12-31
Dimensional Fund Advisors, Inc.	4.091%	4.994%	1,686,502	80,214	2023-12-31
State Street Corporation	3.799%	1.268%	1,565,941	19,611	2023-12-31
GW&K Investment Management, LLC	2.991%	-7.415%	1,232,834	-98,732	2023-12-31
Royce & Associates, LP	2.631%	9.787%	1,084,704	96,700	2023-12-31
Perceptive Advisors LLC	2.259%	0.000%	931,352	0	2023-12-31
Geode Capital Management, LLC	2.029%	4.757%	836,414	37,981	2023-12-31
Kennedy Capital Management Inc	1.356%	-22.262%	558,969	-160,075	2023-12-31
Arnhold & S. Bleichroeder Advisers, LLC	1.280%	0.192%	527,537	1,009	2023-12-31
Wasatch Advisors Inc.	1.259%	0.443%	519,019	2,287	2023-12-31
Northern Trust Corp	1.044%	-2.018%	430,204	-8,859	2023-12-31
Goldman Sachs Group Inc	0.976%	89.016%	402,328	189,474	2023-12-31
Bank of America Corp	0.935%	1.437%	385,508	5,460	2023-12-31
Charles Schwab Investment Management Inc	0.791%	2.544%	326,085	8,090	2023-12-31
Bank of New York Mellon Corp	0.775%	-2.059%	319,574	-6,718	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.602%	1.813%	6,844,308	121,906	2023-12-31
Macquarie Group Ltd	6.970%	-0.454%	2,873,553	-13,113	2023-12-31
Vanguard Group Inc	6.382%	-0.596%	2,630,873	-15,770	2023-12-31
Wellington Management Company LLP	5.966%	-1.891%	2,459,646	-47,410	2023-12-31
Morgan Stanley - Brokerage Accounts	5.775%	2.626%	2,380,645	60,920	2023-12-31
Juniper Investment Co, LLC	5.090%	0.000%	2,098,164	0	2023-09-30
Dimensional Fund Advisors, Inc.	4.091%	4.994%	1,686,502	80,214	2023-12-31
State Street Corporation	3.799%	1.268%	1,565,941	19,611	2023-12-31
GW&K Investment Management, LLC	2.991%	-7.415%	1,232,834	-98,732	2023-12-31
Royce & Associates, LP	2.631%	9.787%	1,084,704	96,700	2023-12-31
Perceptive Advisors LLC	2.259%	0.000%	931,352	0	2023-12-31
Geode Capital Management, LLC	2.029%	4.757%	836,414	37,981	2023-12-31
Kennedy Capital Management Inc	1.356%	-22.262%	558,969	-160,075	2023-12-31
Arnhold & S. Bleichroeder Advisers, LLC	1.280%	0.192%	527,537	1,009	2023-12-31
Wasatch Advisors Inc.	1.259%	0.443%	519,019	2,287	2023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	1.137%	-1.000%	466,486	-4,713	2023-03-31
Penn Capital Management Company LLC	1.071%	-29.286%	431,737	-178,798	2022-09-30
Northern Trust Corp	1.044%	-2.018%	430,204	-8,859	2023-12-31
Goldman Sachs Group Inc	0.976%	89.016%	402,328	189,474	2023-12-31
Bank of America Corp	0.935%	1.437%	385,508	5,460	2023-12-31
Millennium Management LLC	0.903%	-40.348%	370,727	-250,755	2023-03-31
Charles Schwab Investment Management Inc	0.791%	2.544%	326,085	8,090	2023-12-31
New York State Common Retirement Fund	0.803%	-7.242%	325,612	-25,422	2022-09-30
Bank of New York Mellon Corp	0.775%	-2.059%	319,574	-6,718	2023-12-31
Principal Financial Group Inc	0.646%	1.972%	264,111	5,108	2022-12-31
Ameriprise Financial Inc	0.641%	0.770%	258,343	1,975	2022-06-30
Oberweis Asset Management Inc	0.604%	17.463%	248,200	36,900	2023-09-30
Nuveen Asset Management, LLC	0.595%	7.830%	244,359	17,744	2023-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Artivion Inc (AORT), owning a total of 2.6 million shares. Combined, the top 34 mutual fund holders of AORT own 48.84% of the company with a total of 20.1 million shares.

In the latest ownership report on February 29th 2024, the top 34 fund holders increased their combined ownership of AORT by 10 thousand shares. 3 funds bought 9,755 total additional shares and increased their ownership by an average of 0.38%. However 1 funds sold 155 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Artivion increased by a net total of 9,600 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	6.425%	0.161%	2,648,581	4,266	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.725%	0.000%	1,123,317	0	2024-02-29
iShares Russell 2000 ETF	2.297%	-0.016%	946,729	-155	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.394%	0.952%	574,626	5,417	2024-02-29
First Eagle Small Cap Opportunity I	1.190%	0.000%	490,474	0	2024-02-29
SPDR® Portfolio S&P 600 Sm Cap ETF	0.841%	0.021%	346,682	72	2024-02-29
Vanguard Tax-Managed Small Cap Adm	0.739%	0.000%	304,670	0	2024-02-29
iShares US Medical Devices ETF	0.640%	0.000%	263,649	0	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.425%	0.161%	2,648,581	4,266	2024-02-29
Macquarie US Small Cap Core Equity	5.723%	0.000%	2,359,339	0	2023-12-31
Delaware Small Cap Core I	5.655%	-1.185%	2,331,392	-27,947	2024-01-31
Vanguard Total Stock Mkt Idx Inv	2.725%	0.000%	1,123,317	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.737%	0.000%	1,123,317	0	2023-03-31
iShares Russell 2000 ETF	2.297%	-0.016%	946,729	-155	2024-02-29
Vanguard Extended Market Index Investor	1.458%	-0.021%	598,170	-124	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.394%	0.952%	574,626	5,417	2024-02-29
First Eagle US Small Cap Strategy	1.195%	0.618%	492,444	3,025	2023-12-31
First Eagle Small Cap Opportunity I	1.190%	0.000%	490,474	0	2024-02-29
Royce Small-Cap Opportunity Invmt	1.171%	11.101%	482,842	48,244	2023-12-31
Wasatch Ultra Growth	1.140%	-3.834%	469,895	-18,732	2023-12-31
Fidelity Small Cap Index	0.953%	1.865%	392,677	7,190	2023-12-31
Wasatch Micro Cap	0.945%	-41.148%	381,246	-266,563	2022-09-30
Fidelity® Small Cap Index	0.919%	2.864%	377,115	10,500	2023-10-31
First Eagle Small Cap Strategy	0.854%	63.055%	349,126	135,010	2023-06-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.841%	0.021%	346,682	72	2024-02-29
iShares Russell 2000 Value ETF	0.755%	0.127%	311,399	394	2024-02-01
Vanguard Tax-Managed Small Cap Adm	0.739%	0.000%	304,670	0	2024-02-29
Penn Capital Small Cap Equity	0.737%	-7.888%	297,259	-25,455	2022-09-30
SPDR® S&P Health Care Equipment ETF	0.717%	0.000%	290,727	0	2023-02-28
DFA US Micro Cap I	0.701%	0.000%	288,919	0	2024-01-31
DFA US Small Cap I	0.677%	0.000%	279,102	0	2024-01-31
Kennedy Small Cap Growth	0.666%	-1.431%	274,623	-3,986	2023-12-31
AMG GW&K Small Cap Core N	0.665%	0.000%	271,736	0	2023-05-31
FTGF RY US SmCp Opp A USD Dis(A)	0.648%	20.843%	267,285	46,102	2023-12-31
iShares US Medical Devices ETF	0.640%	0.000%	263,649	0	2024-02-29
Oberweis Micro-Cap	0.626%	3.948%	258,000	9,800	2023-12-31
iShares Russell 2000 Growth ETF	0.628%	-0.361%	256,787	-930	2023-06-21
SPDR® S&P 600 Small Cap Value ETF	0.625%	-6.077%	256,633	-16,604	2023-11-30
Meridian Small Cap Growth Legacy	0.620%	0.000%	253,215	0	2023-03-31
iShares S&P Small-Cap 600 Value ETF	0.611%	-1.952%	250,974	-4,996	2023-12-29
MainStay WMC Small Companies I	0.611%	-1.219%	250,637	-3,093	2023-12-31
Kennedy Extended Small Cap	0.559%	-8.787%	228,423	-22,004	2023-03-31