Empfehlung
12,1
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
53.9
60 neu, 147 erhöht, -418045K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | JAMES INVESTMENT RESEARCH, INC. |
|---|---|
| Ticker | |
| CIK | 0000810384 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-22 04:04:08.517165 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| EVERETT HARRIS & CO /CA/ | 1,520,477 | 1,501,407 | 19,070 | 709,510,367 | Aufgestockt | +1,3% | |
| BAHL & GAYNOR INC | 2,781,079 | 2,908,375 | -127,296 | 640,780,304 | Reduziert | -4,4% | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2,312,712 | 2,748,839 | -436,127 | 372,424,171 | Reduziert | -15,9% | |
| DF DENT & CO INC | 1,500,218 | 1,560,269 | -60,051 | 273,268,361 | Reduziert | -3,8% | |
| Douglass Winthrop Advisors, LLC | 318,121 | 333,301 | -15,180 | 174,161,977 | Reduziert | -4,6% | |
| Azimuth Capital Investment Management LLC | 813,159 | 765,951 | 47,208 | 131,187,782 | Aufgestockt | +6,2% | |
| Ancora Advisors LLC | 2,578,061 | 5,893,514 | -3,315,453 | 105,480,826 | Reduziert | -56,3% | |
| SVB WEALTH LLC | 864,941 | 926,874 | -61,933 | 95,616,020 | Reduziert | -6,7% | |
| FRANKLIN STREET ADVISORS INC /NC | 327,080 | 339,308 | -12,228 | 79,523,189 | Reduziert | -3,6% | |
| STALEY CAPITAL ADVISERS INC | 827,756 | 890,141 | -62,385 | 65,023,648 | Reduziert | -7,0% | |
| AMI ASSET MANAGEMENT CORP | 839,424 | 1,971,339 | -1,131,915 | 61,009,535 | Reduziert | -57,4% | |
| CCM INVESTMENT ADVISERS LLC | 246,598 | 245,859 | 739 | 60,496,515 | Aufgestockt | +0,3% | |
| Norman Fields, Gottscho Capital Management, LLC | 70,961 | 71,689 | -728 | 52,691,103 | Reduziert | -1,0% | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 326,880 | 110,314 | 216,566 | 48,781,068 | Aufgestockt | +196,3% | |
| NICHOLS & PRATT ADVISERS LLP /MA | 875,492 | 858,192 | 17,300 | 47,136,602 | Aufgestockt | +2,0% | |
| KLCM Advisors, Inc. | 1,068,919 | 1,195,799 | -126,880 | 37,781,787 | Reduziert | -10,6% | |
| Moloney Securities Asset Management, LLC | 511,295 | 1,098,010 | -586,715 | 32,592,114 | Reduziert | -53,4% | |
| BARR E S & CO | 71,085 | 65,122 | 5,963 | 30,011,852 | Aufgestockt | +9,2% | |
| AUXIER ASSET MANAGEMENT LLC | 133,137 | 137,869 | -4,732 | 29,885,096 | Reduziert | -3,4% | |
| Miller Investment Management, LP | 348,395 | 369,217 | -20,822 | 28,272,740 | Reduziert | -5,6% | |
| NORTHSTAR ASSET MANAGEMENT Co | 194,483 | 194,538 | -55 | 25,596,105 | Reduziert | 0,0% | |
| Curbstone Financial Management Corp | 292,862 | 282,184 | 10,678 | 23,133,264 | Aufgestockt | +3,8% | |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 26,098 | 44,151 | -18,053 | 22,505,177 | Reduziert | -40,9% | |
| MITCHELL CAPITAL MANAGEMENT CO | 221,569 | 85,269 | 136,300 | 18,379,706 | Aufgestockt | +159,8% | |
| Ramsay, Stattman, Vela & Price, Inc. | 61,719 | 60,799 | 920 | 18,295,826 | Aufgestockt | +1,5% | |
| GoodHaven Capital Management, LLC | 454,671 | 446,971 | 7,700 | 16,654,599 | Aufgestockt | +1,7% | |
| Sippican Capital Advisors | 230,606 | 230,456 | 150 | 16,556,262 | Aufgestockt | +0,1% | |
| Zuckerman Investment Group, LLC | 481,631 | 478,325 | 3,306 | 16,387,068 | Aufgestockt | +0,7% | |
| Mengis Capital Management, Inc. | 68,155 | 68,499 | -344 | 15,920,747 | Reduziert | -0,5% | |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 437,884 | 443,094 | -5,210 | 15,238,684 | Reduziert | -1,2% | |
| Summit Creek Advisors LLC | 463,516 | 485,603 | -22,087 | 14,767,620 | Reduziert | -4,5% | |
| JOHN G ULLMAN & ASSOCIATES INC | 333,891 | 339,060 | -5,169 | 14,550,342 | Reduziert | -1,5% | |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 171,005 | 0 | 171,005 | 13,892,626 | Neu | +100,0% | |
| Aurora Investment Counsel | 250,452 | 0 | 250,452 | 13,370,705 | Neu | +100,0% | |
| Pinnacle Wealth Management Advisory Group, LLC | 190,727 | 158,822 | 31,905 | 12,773,726 | Aufgestockt | +20,1% | |
| Sandhill Capital Partners LLC | 156,460 | 161,209 | -4,749 | 12,581,419 | Reduziert | -2,9% | |
| HWG Holdings LP | 12,309 | 0 | 12,309 | 12,185,171 | Neu | +100,0% | |
| Ativo Capital Management LLC | 229,693 | 239,909 | -10,216 | 11,717,857 | Reduziert | -4,3% | |
| Altrius Capital Management Inc | 180,355 | 177,756 | 2,599 | 10,748,562 | Aufgestockt | +1,5% | |
| First Long Island Investors, LLC | 17,477 | 0 | 17,477 | 10,079,685 | Neu | +100,0% | |
| UNICOM Systems, Inc. | 375,000 | 0 | 375,000 | 9,708,750 | Neu | +100,0% | |
| ALTA CAPITAL MANAGEMENT LLC/ | 44,493 | 43,965 | 528 | 8,672,278 | Aufgestockt | +1,2% | |
| Pinnacle Holdings, LLC | 86,280 | 83,375 | 2,905 | 7,073,349 | Aufgestockt | +3,5% | |
| WBI INVESTMENTS, LLC | 125,513 | 146,572 | -21,059 | 6,420,837 | Reduziert | -14,4% | |
| Cohen Klingenstein LLC | 6,400 | 6,400 | 0 | 5,518,976 | Unverändert | 0,0% | |
| EADS & HEALD WEALTH MANAGEMENT | 28,523 | 30,650 | -2,127 | 5,441,090 | Reduziert | -6,9% | |
| FOUNDATION RESOURCE MANAGEMENT INC | 130,142 | 123,950 | 6,192 | 5,353,792 | Aufgestockt | +5,0% | |
| NORTH STAR ASSET MANAGEMENT INC | 241,706 | 286,009 | -44,303 | 5,274,038 | Reduziert | -15,5% | |
| M. Kraus & Co | 70,691 | 60,622 | 10,069 | 4,753,669 | Aufgestockt | +16,6% | |
| American Assets Investment Management, LLC | 29,200 | 29,200 | 0 | 4,187,420 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| EVERETT HARRIS & CO /CA/ | 1,520,477 | 709,510,367 | 21.18 |
| BAHL & GAYNOR INC | 2,781,079 | 640,780,304 | 19.13 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2,312,712 | 372,424,171 | 11.12 |
| DF DENT & CO INC | 1,500,218 | 273,268,361 | 8.16 |
| Douglass Winthrop Advisors, LLC | 318,121 | 174,161,977 | 5.20 |
| Azimuth Capital Investment Management LLC | 813,159 | 131,187,782 | 3.92 |
| Ancora Advisors LLC | 2,578,061 | 105,480,826 | 3.15 |
| SVB WEALTH LLC | 864,941 | 95,616,020 | 2.85 |
| FRANKLIN STREET ADVISORS INC /NC | 327,080 | 79,523,189 | 2.37 |
| STALEY CAPITAL ADVISERS INC | 827,756 | 65,023,648 | 1.94 |
| AMI ASSET MANAGEMENT CORP | 839,424 | 61,009,535 | 1.82 |
| CCM INVESTMENT ADVISERS LLC | 246,598 | 60,496,515 | 1.81 |
| Norman Fields, Gottscho Capital Management, LLC | 70,961 | 52,691,103 | 1.57 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 326,880 | 48,781,068 | 1.46 |
| BARR E S & CO | 71,085 | 30,011,852 | 0.90 |
| AUXIER ASSET MANAGEMENT LLC | 133,137 | 29,885,096 | 0.89 |
| Miller Investment Management, LP | 348,395 | 28,272,740 | 0.84 |
| NORTHSTAR ASSET MANAGEMENT Co | 194,483 | 25,596,105 | 0.76 |
| Curbstone Financial Management Corp | 292,862 | 23,133,264 | 0.69 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 26,098 | 22,505,177 | 0.67 |