InsperityNSP

13F holders, Q1 2025 (March 31)
318holders +30
58new positions
30sold out
6famous investors
$89.11avg. 13F price*

At the end of Q1 2025, 318 institutions reported holding Insperity Inc. (NSP) in their 13F filings, up 30 from Q4 2024. 58 opened new positions and 30 sold out. The largest holders were Mawer Investment Management Ltd. ($455.3M), BlackRock, Inc. ($423.8M) and Vanguard Group Inc. ($336.9M). 6 famous investors held it, including Tom Gayner (0.1% of Markel Group's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Insperity Inc.
CUSIP
45778Q107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 321Q1 2024Q2 2024: 328Q2 2024Q3 2024: 309Q3 2024Q4 2024: 288Q4 2024Q1 2025: 318Q1 2025Q2 2025: 287Q2 2025Q3 2025: 277Q3 2025Q4 2025: 267Q4 2025Q1 2026: 255Q1 2026Q2 2026: 276Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions58$38.7M
Exits30$32.9M

All 13F filers, Q4 2024 → Q1 2025: 3,534,314 shares bought and 2,889,901 shares sold, net +644,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 318 holders

Mawer Investment Management Ltd. 2.20% Reduce -2.2% 5,102,562 $455.3M
BlackRock, Inc. 0.01% Reduce -8.2% 4,749,647 $423.8M
Vanguard Group Inc. 0.01% Reduce -5.8% 3,775,713 $336.9M
Reinhart Partners, Llc. 4.83% Add +26.6% 1,484,060 $132.4M
Bank of America Corp. 0.01% Add +36.6% 1,433,817 $127.9M
Charles Schwab Investment Management Inc. 0.02% Add +5.9% 1,410,944 $125.9M
Earnest Partners LLC 0.59% Add +3.3% 1,370,771 $122.3M
State Street Corp. 0.00% Reduce -0.6% 1,337,411 $119.3M
Geode Capital Management, LLC 0.01% Add +22.3% 1,017,282 $90.8M
Sei Investments Co. 0.09% Add +1.0% 792,647 $70.7M
River Road Asset Management, LLC 0.96% Add +28.4% 787,250 $70.2M
Dimensional Fund Advisors LP 0.02% Add +8.3% 748,368 $66.8M
Jacobs Levy Equity Management, Inc. 0.25% Add +40.0% 703,011 $62.7M
Northern Trust Corp. 0.01% Add +0.4% 521,655 $46.5M
T. Rowe Price Investment Management, Inc. 0.03% Add +2.9% 520,637 $46.5M
Goldman Sachs Group Inc. 0.01% Add +54.2% 513,785 $45.8M
Copeland Capital Management, LLC 0.84% Add +4.3% 468,992 $41.8M
FIL Ltd 0.04% Reduce -9.7% 467,456 $41.7M
Norges Bank 0.01% Add +7.3% 437,232 $39.0M
Bank of New York Mellon Corp 0.01% Reduce -3.1% 434,885 $38.8M
Invesco Ltd. 0.01% Add +1.8% 408,518 $36.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.15% Reduce -10.9% 357,174 $31.9M
First Trust Advisors LP 0.03% Reduce -67.8% 345,751 $30.9M
Millennium Management 0.03% Add +533.8% 323,875 $28.9M
AQR Capital Management 0.03% Add +85.6% 308,017 $27.1M
Morgan Stanley 0.00% Reduce -18.2% 293,693 $26.2M
JPMorgan Chase & Co. 0.00% Reduce -6.7% 270,711 $24.2M
Value Holdings Management Co. LLC 3.99% Add +0.2% 238,198 $21.3M
Envestnet Asset Management Inc. 0.01% Add +17.8% 237,305 $21.2M
Wells Fargo & Company 0.00% Add +38.6% 227,766 $20.3M
Boston Trust Walden Corp 0.14% Add +0.3% 220,467 $19.7M
Ensign Peak Advisors, Inc 0.03% Reduce -4.1% 183,623 $16.4M
Hotchkis & Wiley Capital Management LLC 0.05% Add +34.0% 162,912 $14.5M
Bahl & Gaynor LLC 0.07% Add +15.1% 157,301 $14.0M
Trinity Legacy Partners, LLC 3.48% No change 198,398 $13.8M
Russell Investments Group, Ltd. 0.02% Add +120.3% 153,474 $13.7M
Barclays PLC 0.01% Add +51.0% 146,847 $13.1M
Nuveen, LLC 0.00% — 139,552 $12.5M
Jane Street Group, LLC 0.02% Add +147.4% 135,475 $12.1M
Natixis Advisors, LLC 0.02% Add +27.3% 131,927 $11.8M
Markel Group 0.10% No change 131,728 $11.8M
Harbor Capital Advisors, Inc. 0.53% Add +13.5% 130,453 $11.6M
Rhumbline Advisers 0.01% Add +0.8% 120,586 $10.8M
Trexquant Investment LP 0.12% Add +392.8% 119,522 $10.7M
BNP Paribas Financial Markets 0.01% Add +63.9% 119,241 $10.6M
UBS Group AG 0.00% Add +27.8% 110,114 $9.8M
Nordea Investment Management AB 0.01% Add +0.5% 110,400 $9.8M
Royal Bank of Canada 0.00% Add +205.4% 107,404 $9.6M
Voloridge Investment Management, LLC 0.03% Reduce -43.1% 104,953 $9.4M
Alliancebernstein L.P. 0.00% Add +44.5% 103,592 $9.2M
Citadel Advisors 0.01% Reduce -38.6% 88,482 $7.9M
ProShare Advisors LLC 0.02% Reduce -16.2% 87,628 $7.8M
Victory Capital Management Inc. 0.01% Reduce -5.3% 84,372 $7.5M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +356.0% 83,000 $7.4M
Principal Financial Group Inc. 0.00% Reduce -0.2% 82,509 $7.4M
Qube Research & Technologies Ltd 0.01% Add +16.9% 80,021 $7.1M
Legal & General Group Plc 0.00% Add +1.3% 77,206 $6.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.6% 74,705 $6.7M
Ameriprise Financial Inc. 0.00% Add +15.9% 74,350 $6.6M
Raymond James Financial Inc. 0.00% Reduce -46.0% 72,317 $6.5M
Teacher Retirement System of Texas 0.03% Reduce -25.3% 69,414 $6.2M
Swiss National Bank 0.00% Reduce -1.9% 68,800 $6.1M
Man Group plc 0.02% Reduce -75.7% 66,930 $6.0M
Logan Capital Management Inc. 0.26% Add +4.5% 65,071 $5.8M
Voya Investment Management LLC 0.01% Reduce -7.1% 61,677 $5.5M
HRT Financial LP 0.03% New 59,505 $5.3M
California Public Employees Retirement System 0.00% Reduce -2.7% 58,837 $5.3M
Corebridge Financial, Inc. 0.03% Reduce -2.4% 56,419 $5.0M
Twinbeech Capital LP 0.08% New 52,405 $4.7M
Balyasny Asset Management L.P. 0.01% Add +373.0% 47,839 $4.3M
Renaissance Technologies 0.01% New 47,100 $4.2M
Sovereign's Capital Management, LLC 2.42% Reduce -10.7% 45,593 $4.1M
Susquehanna International Group, LLP 0.01% Reduce -46.6% 45,297 $4.0M
New York State Teachers Retirement System 0.01% Reduce -5.3% 43,328 $3.9M
Retirement Systems of Alabama 0.01% Reduce -0.3% 43,048 $3.8M
Mackenzie Financial Corp. 0.01% Add +4.3% 43,044 $3.8M
MetLife Investment Management, LLC 0.02% Reduce -3.1% 39,733 $3.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.4% 39,187 $3.5M
Engineers Gate Manager LP 0.06% New 38,590 $3.4M
Holocene Advisors, LP 0.01% Reduce -20.4% 37,087 $3.3M
Ontario Teachers Pension Plan Board 0.05% New 36,717 $3.3M
PDT Partners, LLC 0.22% Add +273.8% 34,098 $3.0M
Citigroup Inc. 0.00% Reduce -6.1% 32,988 $2.9M
California State Teachers Retirement System 0.00% Reduce -1.5% 32,866 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +11.1% 32,324 $2.9M
CANADA LIFE ASSURANCE Co 0.00% Reduce -5.6% 30,724 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +57.9% 30,712 $2.7M
Nisa Investment Advisors, LLC 0.01% Add +0.1% 30,458 $2.7M
Deutsche Bank AG 0.00% Reduce -9.3% 29,420 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.1% 28,940 $2.5M
Empowered Funds, LLC 0.04% Add +59.6% 28,275 $2.5M
Stifel Financial Corp. 0.00% Add +16.1% 28,249 $2.5M
Royce & Associates LP 0.03% New 26,489 $2.4M
Capital Fund Management S.A. 0.03% New 25,326 $2.3M
Creative Planning 0.00% Add +44.1% 25,079 $2.2M
Profit Investment Management, LLC 1.99% No change 23,967 $2.1M
American Century Companies Inc. 0.00% Reduce -19.2% 23,894 $2.1M
Edgestream Partners, L.P. 0.07% Add +56.6% 23,383 $2.1M
Paralel Advisors LLC 0.08% No change 22,905 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -21.9% 22,618 $2.0M
Schroder Investment Management Group 0.00% New 21,748 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 21,384 $1.9M
Intech Investment Management LLC 0.02% Reduce -11.6% 20,707 $1.8M
Comerica Bank 0.01% Add +48.2% 20,663 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +597.9% 20,317 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -3.0% 18,202 $1.6M
QSV Equity Investors LLC 1.65% Reduce -0.2% 17,902 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +59.5% 17,833 $1.6M
Jefferies Financial Group Inc. 0.03% New 16,743 $1.5M
Voleon Capital Management LP 0.12% Add +5.2% 16,666 $1.5M
Vest Financial, LLC 0.02% Reduce -47.7% 16,510 $1.5M
Janus Henderson Group PLC 0.00% No change 16,316 $1.4M
Amalgamated Bank 0.01% Reduce -2.7% 15,880 $1.4M
Cambiar Investors LLC 0.06% Reduce -16.5% 15,763 $1.4M
Janney Montgomery Scott LLC 0.00% Add +25.9% 15,491 $1.4M
Sanctuary Advisors, LLC 0.01% Add +0.3% 15,395 $1.4M
WINTON GROUP Ltd 0.08% Add +5.7% 15,041 $1.3M
Dark Forest Capital Management LP 0.06% New 14,126 $1.3M
Fifth Third Bancorp 0.00% Reduce -15.5% 13,841 $1.2M
Legacy Wealth Asset Management, LLC 0.32% Add +11.4% 12,900 $1.2M
Knightsbridge Asset Management, LLC 0.30% Reduce -3.6% 12,774 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -2.9% 12,231 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 12,196 $1.1M
Intergy Private Wealth, LLC 0.41% Add +0.1% 12,178 $1.1M
&partners 0.01% Add +93.7% 12,207 $1.1M
New York State Common Retirement Fund 0.00% No change 11,200 $999K
D. E. Shaw & Co. 0.00% Reduce -86.8% 10,773 $961K
Ameritas Investment Partners, Inc. 0.03% Reduce -1.4% 10,596 $945K
Two Sigma Advisers, LP 0.00% Add +172.7% 10,580 $944K
Arizona State Retirement System 0.01% Reduce -1.6% 10,187 $909K
Louisiana State Employees Retirement System 0.02% No change 9,900 $883K
Centiva Capital, LP 0.05% New 9,858 $880K
Two Sigma Investments, LP 0.00% Add +64.4% 9,454 $844K
Handelsbanken Fonder AB 0.00% No change 9,144 $816K
Laurus Global Equity Management Inc. 0.54% No change 9,030 $806K
HSBC Holdings PLC 0.00% Add +39.7% 9,005 $801K
Grandeur Peak Global Advisors, LLC 0.09% Reduce -79.5% 8,866 $791K
NorthCrest Asset Manangement, LLC 0.02% Add +0.2% 8,765 $782K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.8% 8,455 $754K
State of Michigan Retirement System 0.00% No change 8,450 $754K
State Board of Administration of Florida Retirement System 0.00% No change 8,335 $744K
Thrivent Financial for Lutherans 0.00% Reduce -0.8% 8,293 $740K
Woodstock Corp. 0.07% No change 8,274 $738K
Cibc World Markets Corp. 0.01% Add +137.1% 7,968 $711K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 7,864 $702K
SummitTX Capital, L.P. 0.03% — 7,821 $698K
Police & Firemen's Retirement System of New Jersey 0.01% No change 7,655 $683K
HighTower Advisors, LLC 0.00% Reduce -5.6% 7,605 $679K
New Mexico Educational Retirement Board 0.02% No change 7,300 $651K
Oregon Public Employees Retirement Fund 0.01% No change 7,247 $647K
KLP Kapitalforvaltning As 0.00% No change 7,100 $634K
LPL Financial LLC 0.00% Add +12.3% 6,990 $624K
Penney Financial, LLC 0.41% No change 6,976 $622K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +154.6% 6,917 $617K
O'shaughnessy Asset Management, LLC 0.00% Add +76.9% 6,531 $583K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 6,442 $575K
Hillsdale Investment Management Inc. 0.03% New 6,400 $571K
SG Americas Securities, LLC 0.00% Add +41.1% 6,156 $549K
Clifford Group, LLC 0.50% No change 5,944 $530K
State of Tennessee, Department of Treasury 0.00% No change 5,813 $519K
XTX Topco Ltd 0.03% New 5,576 $498K
Townsquare Capital LLC 0.01% New 5,526 $493K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 5,500 $491K
Versor Investments LP 0.08% New 5,424 $484K
Pictet Asset Management Holding SA 0.00% Add +13.3% 5,246 $468K
Quantbot Technologies LP 0.01% Reduce -68.7% 5,216 $465K
Federated Hermes, Inc. 0.00% Add +156.8% 5,209 $465K
Xponance LLC 0.00% Add +1.2% 5,141 $459K
Foyston, Gordon & Payne Inc 0.11% Add +65.5% 4,921 $439K
Fulton Bank, N.A. 0.02% Reduce -1.5% 4,773 $426K
Pathstone Holdings, LLC 0.00% Reduce -24.1% 4,748 $424K
Neuberger Berman Group LLC 0.00% Add +24.7% 4,657 $416K
111 Capital 0.08% New 4,605 $411K
Arkadios Wealth Advisors 0.02% Reduce -1.4% 4,569 $408K
Blue Trust, Inc. 0.01% Add +52.0% 4,487 $400K
Oppenheimer & Co. Inc. 0.01% Reduce -1.0% 4,456 $398K
Vanguard Personalized Indexing Management, LLC 0.01% Add +14.7% 4,362 $389K
FMR LLC 0.00% Reduce -84.4% 4,342 $387K
Public Employees Retirement Association of Colorado 0.00% No change 4,247 $379K
PNC Financial Services Group, Inc. 0.00% Reduce -19.4% 4,215 $376K
State of Alaska, Department of Revenue 0.00% Add +2.1% 4,138 $369K
Allspring Global Investments Holdings, LLC 0.00% Reduce -13.1% 4,101 $369K
Prudential Financial Inc. 0.00% Add +35.7% 4,572 $355K
MML Investors Services, LLC 0.00% Add +7.2% 3,970 $354K
Bank of Montreal 0.00% Add +0.1% 3,932 $351K
Perbak Capital Partners LLP 0.26% New 3,907 $349K
Jain Global LLC 0.01% New 3,880 $346K
Inspire Investing, LLC 0.04% Reduce -25.7% 3,842 $343K
Atria Investments, Inc 0.00% Add +14.8% 3,775 $337K
State of Wisconsin Investment Board 0.00% Add +13.1% 3,731 $333K
Ieq Capital, LLC 0.00% New 3,615 $323K
STRS Ohio 0.00% Add +1700.0% 3,600 $321K
Beverly Hills Private Wealth, LLC 0.06% Add +4.6% 3,538 $316K
Bayforest Capital Ltd 0.13% New 3,351 $299K
Snowden Capital Advisors LLC 0.01% Reduce -1.7% 3,238 $289K
Mariner, LLC 0.00% New 3,111 $278K
Cetera Investment Advisers 0.00% New 3,063 $273K
Aquatic Capital Management LLC 0.01% Reduce -82.9% 3,050 $272K
Captrust Financial Advisors 0.00% Add +9.8% 3,035 $271K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 3,000 $268K
iSAM Funds (UK) Ltd 0.13% New 2,900 $259K
Cresset Asset Management, LLC 0.00% Reduce -7.1% 2,884 $257K
US Bancorp \de 0.00% Add +30.1% 2,796 $250K
Arrowstreet Capital, Limited Partnership 0.00% New 2,725 $243K
Securian Asset Management, Inc. 0.01% No change 2,669 $238K
Shell Asset Management Co. 0.01% Reduce -4.1% 2,639 $235K
Fox Run Management, L.L.C. 0.04% New 2,613 $233K
Tower Research Capital LLC (TRC) 0.01% Reduce -48.7% 2,611 $233K
Commonwealth Equity Services, LLC 0.00% New 2,489 $222K
Crossmark Global Holdings, Inc. 0.00% New 2,487 $222K
EverSource Wealth Advisors, LLC 0.01% Add +2.8% 2,468 $220K
Osaic Holdings, Inc. 0.00% Reduce -30.0% 2,454 $219K
Dynamic Technology Lab Private Ltd 0.03% New 2,448 $218K
Franklin Resources Inc. 0.00% New 2,434 $217K
Vident Advisory, LLC 0.00% New 2,409 $215K
Allianz Asset Management GmbH 0.00% New 2,392 $213K
Bessemer Group Inc. 0.00% Add +0.7% 2,373 $212K
Assetmark, Inc. 0.00% Add +13.6% 2,308 $206K
Ground Swell Capital, LLC 0.48% New 2,293 $205K
Truist Financial Corp. 0.00% New 2,272 $203K
United Services Automobile Association 0.01% New 2,297 $202K
LRI Investments, LLC 0.02% Reduce -22.8% 2,225 $199K
Coldstream Capital Management Inc. 0.00% New 2,085 $186K
Canada Pension Plan Investment Board 0.00% Reduce -88.6% 1,800 $161K
Covestor Ltd 0.10% Add +31.1% 1,707 $152K
GAMMA Investing LLC 0.01% Add +524.1% 1,554 $139K
Farther Finance Advisors, LLC 0.00% Reduce -44.1% 1,529 $138K
KBC Group NV 0.00% Reduce -21.2% 1,528 $136K
Cwm, LLC 0.00% Add +1095.0% 1,446 $129K
Advisors Asset Management, Inc. 0.00% Reduce -71.4% 1,413 $126K
Accordant Advisory Group Inc 0.10% No change 1,200 $107K
UMB Bank, n.a. 0.00% Add +37.6% 1,168 $104K
Walleye Capital LLC 0.00% Reduce -55.5% 1,018 $91K
Arax Advisory Partners 0.00% Add +267.1% 804 $72K
Geneos Wealth Management Inc. 0.00% Add +32.2% 747 $67K
First Horizon Advisors, Inc. 0.00% Add +56.0% 705 $63K
Lindbrook Capital, LLC 0.00% Add +698.7% 599 $53K
Walleye Trading LLC 0.00% Reduce -50.1% 551 $49K
Public Employees Retirement System of Ohio 0.00% Add +11.3% 530 $47K
DekaBank Deutsche Girozentrale 0.00% New 483 $42K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.1% 441 $39K
Jones Financial Companies LLLP 0.00% Add +25.1% 438 $39K
Wilmington Savings Fund Society, FSB 0.00% No change 388 $35K
Caitong International Asset Management Co., Ltd 0.02% New 367 $33K
Optiver Holding B.V. 0.00% New 358 $32K
Parallel Advisors, LLC 0.00% Add +12.6% 349 $31K
Private Trust Co. NA 0.00% Add +279.1% 326 $29K
Westside Investment Management, Inc. 0.00% No change 256 $23K
CIBC Private Wealth Group LLC 0.00% Reduce -16.5% 283 $22K
Nomura Asset Management Co. Ltd. 0.00% No change 240 $21K
Principal Securities, Inc. 0.00% No change 244 $19K
Signaturefd, LLC 0.00% Reduce -4.1% 209 $19K
IFP Advisors, Inc 0.00% Add +7.7% 196 $18K
Quadrant Capital Group LLC 0.00% Add +63.3% 196 $17K
Steward Partners Investment Advisory, LLC 0.00% No change 187 $17K
Rise Advisors, LLC 0.01% Reduce -10.1% 170 $15K
Chilton Capital Management LLC 0.00% No change 170 $15K
Simplex Trading, LLC 0.00% New 179 $15K
Salem Investment Counselors Inc. 0.00% No change 168 $15K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -0.6% 158 $14K
Brooklyn Investment Group 0.00% Add +760.0% 129 $12K
Centerpoint Advisors, LLC 0.00% No change 125 $11K
TCTC Holdings, LLC 0.00% New 122 $11K
Binnacle Investments Inc 0.01% — 115 $10K
Hexagon Capital Partners LLC 0.00% Add +1.8% 113 $10K
Pin Oak Investment Advisors Inc. 0.01% No change 100 $9K
Retirement Wealth Solutions LLC 0.01% No change 94 $8K
True Wealth Design, LLC 0.00% New 92 $8K
NewEdge Advisors, LLC 0.00% Reduce -47.3% 87 $8K
Smartleaf Asset Management LLC 0.00% Reduce -32.4% 71 $6K
Rothschild Investment LLC 0.00% Add +133.3% 70 $6K
Wolff Wiese Magana LLC 0.00% Reduce -64.3% 69 $6K
Parkside Financial Bank & Trust 0.00% Add +1525.0% 65 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Add +170.8% 65 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 58 $5K
Hemington Wealth Management 0.00% Add +36.7% 67 $5K
Headlands Technologies LLC 0.00% New 55 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 54 $5K
SVB Wealth LLC 0.00% New 52 $5K
Sound Income Strategies, LLC 0.00% No change 52 $5K
WASHINGTON TRUST Co 0.00% No change 50 $4K
SWAN Capital LLC 0.00% No change 45 $4K
Archer Investment Corp 0.00% No change 45 $4K
WPG Advisers, LLC 0.00% Add +4.9% 43 $4K
Manchester Capital Management LLC 0.00% No change 38 $3K
Bogart Wealth, LLC 0.00% No change 38 $3K
Sterling Capital Management LLC 0.00% No change 37 $3K
SBI Securities Co., Ltd. 0.00% Add +2.9% 35 $3K
Bell Investment Advisors, Inc 0.00% No change 32 $3K
SouthState Bank Corp 0.00% New 32 $3K
Versant Capital Management, Inc 0.00% No change 28 $2K
Cornerstone Planning Group LLC 0.00% New 31 $2K
Farmers & Merchants Investments Inc. 0.00% Add +80.0% 27 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -7.4% 25 $2K
Truvestments Capital LLC 0.00% No change 20 $2K
NFSG Corp 0.00% No change 18 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 16 $1K
TD Private Client Wealth LLC 0.00% No change 16 $1K
Allworth Financial LP 0.00% Reduce -53.6% 13 $1K
Capital Advisors, Ltd. LLC 0.00% New 8 $1K
Bruce G. Allen Investments, LLC 0.00% Reduce -8.3% 11 $982
Stephens Consulting, LLC 0.00% New 10 $893
Clearstead Advisors, LLC 0.00% New 7 $625
DiNuzzo Private Wealth, Inc. 0.00% Add +500.0% 6 $536
CVA Family Office, LLC 0.00% New 6 $535
Quarry LP 0.00% New 6 $535
Horizon Investments, LLC 0.00% Reduce -57.1% 6 $535
SJS Investment Consulting Inc. 0.00% New 5 $447
Global Financial Private Client, LLC 0.00% Add +400.0% 5 $446
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 5 $446
MPWM Advisory Solutions, LLC 0.00% No change 4 $357
Huntington National Bank 0.00% Reduce -88.2% 4 $357
Sachetta, LLC 0.00% New 1 $90
HFM Investment Advisors, LLC 0.00% — 1 $90
Parkworth Wealth Management, Inc. 0.00% New 1 $89
Bay Harbor Wealth Management, LLC 0.00% New 1 $89
Hantz Financial Services, Inc. 0.00% New 5 $0
Avion Wealth 0.00% New 6 $0

"% of holder's portfolio" is NSP's weight in each manager's 13F, not the share of Insperity Inc. the manager owns.