STAGWELL INC STGW
COM CL A · Common Stock · CUSIP 85256A109
- SectorIndustrials
- IndustryServices-Advertising Agencies
- HeadquartersNew York, NY
- Founded1980
- Websitemdc-partners.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.6m this quarter). Holder counts are more reliable. Shares outstanding: 267.7m as of 2025-05-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $6.04. Options: 4 managers hold calls ($471.3k notional), 2 hold puts ($2.4k).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 105 |
| Q4 2022 | 110 |
| Q1 2023 | 147 |
| Q2 2023 | 133 |
| Q3 2023 | 141 |
| Q4 2023 | 143 |
| Q1 2024 | 135 |
| Q2 2024 | 130 |
| Q3 2024 | 147 |
| Q4 2024 | 163 |
| Q1 2025 | 171 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 78 | 71 |
| Q3 2023 | 79 | 61 |
| Q4 2023 | 75 | 60 |
| Q1 2024 | 62 | 67 |
| Q2 2024 | 60 | 58 |
| Q3 2024 | 69 | 50 |
| Q4 2024 | 76 | 63 |
| Q1 2025 | 89 | 60 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $1.6m | $255.8k | 0.16 |
| Q3 2024 | $1.1m | $110.9k | 0.10 |
| Q4 2024 | $625.4k | $1.3k | 0.00 |
| Q1 2025 | $471.3k | $2.4k | 0.01 |
Biggest buyers
| Stanley Capital Management, LLC | Added | +476.3k |
| Penn Capital Management Company, LLC | Added | +413.6k |
| PRUDENTIAL FINANCIAL INC | Added | +383.9k |
| HARBOR CAPITAL ADVISORS, INC. | Added | +382.0k |
| UBS Group AG | Added | +318.0k |
| NORTHERN TRUST CORP | Added | +188.7k |
| Russell Investments Group, Ltd. | Added | +184.8k |
| Verition Fund Management LLC | Added | +180.1k |
| VANGUARD GROUP INC | Added | +149.0k |
| Cubist Systematic Strategies, LLC | Added | +109.1k |
Biggest sellers
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -812.1k |
| MORGAN STANLEY | Reduced | -330.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -269.1k |
| Allspring Global Investments Holdings, LLC | Reduced | -240.4k |
| AltraVue Capital, LLC | Reduced | -225.9k |
| BANK OF AMERICA CORP /DE/ | Reduced | -174.0k |
| Villanova Investment Management Co LLC | Sold out | -143.6k |
| CITADEL ADVISORS LLC | Sold out | -57.3k |
| JPMORGAN CHASE & CO | Reduced | -56.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -54.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $352.7k58.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $118.6k19.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| SIMPLEX TRADING, LLC | Unchanged | $0100 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $2.4k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BALLMER STEVEN A
13D · may seek influence
new · filed 2025-04-25
Stated purposeThe Reporting Persons own the securities reported herein for investment purposes. The Reporting Persons may change their investment intent at any time and may seek to sell or otherwise dispose of some or all of the Issuer's securities from time to time, and/or may seek to acquire additional securities of the Issuer (which may include rights or securities exercisable or convertible into securities of the Issuer) from time to time, in each case, in open market or private transactions or otherwise. The Reporting Persons also may communicate with the board of directors of the Issuer (the "Board"), members of management and/or other stockholders of the Issuer from time to time with a view to enhancing stockholder value. Any transaction that the Reporting Persons may pursue may be made at any ti… Full filing |
43.5% |
Stagwell Group LLC
13D · may seek influence
no change · filed 2026-01-13
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On December 15, 2025, Mark J. Penn transferred 2,000,000 shares of Class A Common Stock to Stagwell Group in order to correct a distribution of shares by Stagwell Group to Mark J. Penn on July 17, 2025. Full filing |
11.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13G · institution +1.4 pts · filed 2025-11-14 | 8.1% |
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 2 | $42.2k | 0 | — | — |
| Q3 2023 | 2 | $44.1k | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 2 | $130.0k | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $25.4m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.36% of their portfolio | 18.0m $108.7m | Reduced -812.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 12.9m $77.8m | Reduced -507 |
| Madison Avenue Partners, LP 3.67% of their portfolio | 7.1m $43.2m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 6.9m $41.7m | Added +47.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.5m $33.6m | Added +149.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 4.6m $27.2m | Reduced -269.1k |
| Boston Partners 0.02% of their portfolio | 2.3m $13.8m | Reduced -10.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.3m $14.0m | Added +100.9k |
| AltraVue Capital, LLC 1.28% of their portfolio | 2.1m $12.8m | Reduced -225.9k |
| Penn Capital Management Company, LLC 1.23% of their portfolio | 2.1m $12.6m | Added +413.6k |
| CIDEL ASSET MANAGEMENT INC 0.81% of their portfolio | 2.0m $12.3m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 2.0m $11.9m | Reduced -49.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.8m $11.1m | Added +99.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 1.7m $10.2m | Added +73.7k |
| HARBOR CAPITAL ADVISORS, INC. 0.45% of their portfolio | 1.6m $10.0m | Added +382.0k |
| HighTower Advisors, LLC 0.01% of their portfolio | 1.6m $9.6m | Added +245 |
| Stanley Capital Management, LLC 1.13% of their portfolio | 1.4m $8.6m | Added +476.3k |
| First Pacific Advisors, LP 0.12% of their portfolio | 1.2m $7.2m | Added +68.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.1m $6.9m | Added +188.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $6.9m | Reduced -56.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 801.0k $4.8m | Added +334 |
| 683 Capital Management, LLC 0.46% of their portfolio | 750.0k $4.5m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 612.5k $3.7m | Added +81.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 609.3k $3.7m | Reduced -13.1k |
| Hillsdale Investment Management Inc. 0.18% of their portfolio | 599.9k $3.6m | Added +21.2k |
| UBS Group AG 0.00% of their portfolio | 558.8k $3.4m | Added +318.0k |
| My Personal CFO, LLC 1.69% of their portfolio | 555.0k $3.4m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 473.9k $2.9m | Added +184.8k |
| Legato Capital Management LLC 0.38% of their portfolio | 469.3k $2.8m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 451.0k $2.7m | Added +383.9k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 373.5k $2.3m | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 366.0k $2.2m | Added +66.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 351.4k $2.1m | Added +33 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 350.9k $2.1m | Reduced -246 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 333.3k $2.0m | Reduced -174.0k |
| CORRADO ADVISORS, LLC 1.28% of their portfolio | 315.7k $1.9m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 300.4k $1.8m | First filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 250.7k $1.5m | Reduced -54.7k |
| MORGAN STANLEY 0.00% of their portfolio | 225.7k $1.4m | Reduced -330.0k |
| Pacific Ridge Capital Partners, LLC 0.35% of their portfolio | 218.3k $1.3m | Reduced -1.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 200.0k $1.2m | Unchanged |
| Verition Fund Management LLC 0.01% of their portfolio | 195.2k $1.2m | Added +180.1k |
| Swiss National Bank 0.00% of their portfolio | 178.1k $1.1m | Added +2.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 175.7k $1.1m | Added +15.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 167.8k $1.0m | Added +60.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 156.2k $945.0k | Reduced -41.0k |
| Campbell & CO Investment Adviser LLC 0.07% of their portfolio | 155.5k $940.8k | Added +95.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 154.1k $932.4k | Reduced -15.8k |
| Invesco Ltd. 0.00% of their portfolio | 143.9k $870.6k | Reduced -36.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 133.4k $806.9k | Reduced -4.1k |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 133.2k $805.8k | Added +109.1k |
| Huber Capital Management LLC 0.14% of their portfolio | 124.4k $752.6k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 123.0k $744.1k | Added +32.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 112.0k $677.7k | Added +12.4k |
| BARCLAYS PLC 0.00% of their portfolio | 110.8k $670.6k | Reduced -38.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 107.6k $650.9k | Unchanged |
| Advisor Resource Council 0.05% of their portfolio | 105.4k $608.3k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 97.8k $591.4k | Reduced -8.3k |
| Legal & General Group Plc 0.00% of their portfolio | 96.0k $581.0k | Unchanged |
| Clear Harbor Asset Management, LLC 0.05% of their portfolio | 94.9k $574.0k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 90.9k $550.1k | Added +55.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 86.7k $525.0k | Reduced -6.3k |
| STRS OHIO 0.00% of their portfolio | 84.8k $513.0k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 84.2k $509.2k | Added +8 |
| Graham Capital Management, L.P. 0.02% of their portfolio | 84.0k $508.2k | Added +13.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 83.3k $504.2k | Unchanged |
| COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio | 74.8k $452.7k | Added +33 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 74.8k $452.6k | Reduced -11.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 72.6k $439.1k | Reduced -6.7k |
| CITIGROUP INC 0.00% of their portfolio | 72.5k $438.5k | Reduced -17.0k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 66.4k $401.8k | Added +19.8k |
| Creative Planning 0.00% of their portfolio | 66.0k $399.4k | Added +31.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 64.6k $390.6k | Reduced -1.2k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 64.0k $387.4k | Added +772 |
| Allianz Asset Management GmbH 0.00% of their portfolio | 63.8k $386.0k | Added +35.6k |
| TRUE Private Wealth Advisors 0.04% of their portfolio | 61.1k $369.9k | Added +135 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 60.6k $366.9k | New |
| Counterpoint Mutual Funds LLC 0.05% of their portfolio | 59.2k $358.4k | New |
| CALDWELL SUTTER CAPITAL, INC. 0.15% of their portfolio | 53.7k $324.9k | Unchanged |
| XTX Topco Ltd 0.02% of their portfolio | 53.3k $322.7k | Added +36.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 52.2k $315.8k | Added +3.2k |
| Institute for Wealth Management, LLC. 0.04% of their portfolio | 51.3k $310.4k | Added +1.6k |
| CCG WEALTH MANAGEMENT, LLC 0.18% of their portfolio | 49.8k $301.5k | Reduced -6.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 48.8k $295.4k | Added +21.9k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 43.1k $260.8k | Added +349 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 40.7k $246.3k | Reduced -10.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 39.6k $239.7k | Unchanged |
| ProShare Advisors LLC 0.00% of their portfolio | 37.2k $224.8k | Reduced -4.1k |
| Man Group plc 0.00% of their portfolio | 36.5k $221.0k | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 36.2k $219.2k | Added +1.3k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 36.0k $213.7k | Unchanged |
| Concurrent Investment Advisors, LLC 0.01% of their portfolio | 35.6k $215.4k | Unchanged |
| Ascent Group, LLC 0.01% of their portfolio | 35.5k $215.0k | New |
| OPTIMIZE FINANCIAL INC. 0.08% of their portfolio | 35.4k $214.1k | Added +4.6k |
| Portfolio Design Labs, LLC 0.04% of their portfolio | 35.4k $214.1k | Reduced -5.8k |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 33.3k $199.6k | New |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.07% of their portfolio | 32.3k $195.5k | Added +3.1k |
| FMR LLC 0.00% of their portfolio | 32.1k $194.3k | Added +756 |
| Perennial Advisors, LLC 0.04% of their portfolio | 31.8k $192.1k | Reduced -15.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 31.4k $189.7k | Reduced -943 |