ACA
Arcosa, Inc. · Basic Materials · Construction Materials
Données momentum (gérants comparables) :
étendue des détenteurs -0.8% ·
flux d'actions -0.6% ·
nouvelles positions nettes 0.0%
· formule
Distribution large : baisse des positions et réduction du nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 115 | +4 | 32.56M | $4.73B | +14 | −12 |
| Q1 2026 | 116 | -1 | 32.94M | $3.49B | +5 | −7 |
| Q4 2025 | 117 | -1 | 36.58M | $3.89B | +2 | −2 |
| Q3 2025 | 19 | +1 | 19.85M | $1.86B | +1 | −1 |
| Q2 2025 | 16 | +2 | 18.63M | $1.62B | +2 | n/a |
| Q1 2025 | 11 | -1 | 5.55M | $427.99M | +1 | −2 |
| Q4 2024 | 12 | -1 | 5.66M | $547.83M | n/a | −1 |
| Q3 2024 | 12 | 0 | 3.76M | $356.62M | +1 | −1 |
| Q2 2024 | 12 | n/a | 3.93M | $327.68M | n/a | n/a |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 5.35M | -0.9% | $568.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Dimensional Fund Advisors Lp | 2.32M | n/a | $246.98M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passif) | 1.95M | +1.9% | $207.15M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passif) | 1.15M | +0.1% | $122.36M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Nomura Asset Management… | 991.82K | n/a | $105.45M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Loomis Sayles & Co L P | 837.24K | n/a | $89.02M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 7 | Franklin Resources Inc | 736.02K | n/a | $78.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Charles Schwab Investment… | 632.45K | n/a | $67.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northern Trust Corp | 576.45K | n/a | $61.29M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Morgan Stanley ✦ | 543.55K | +1.2% | $57.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 11 | Goldman Sachs Group ✦ | 533.64K | -6.5% | $56.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Manufacturers Life Insurance… | 440.96K | n/a | $46.88M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | First Trust Advisors Lp | 410.77K | n/a | $43.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 361.14K | n/a | $38.40M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 15 | Prudential Financial Inc | 346.40K | n/a | $36.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Fidelity (FMR) ✦ | 278.96K | +25.0% | $29.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Principal Financial Group Inc | 233.95K | n/a | $24.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 223.81K | -70.3% | $23.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 19 | GAMCO Investors ✦ | 184.72K | +0.8% | $19.64M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 20 | Rhumbline Advisers | 143.68K | n/a | $15.28M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 128.20K | +172.2% | $13.63M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 22 | Legal & General Group Plc | 126.69K | n/a | $13.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | First Eagle Investment Management… | 125.46K | n/a | $13.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Invesco Ltd. | 117.32K | n/a | $12.47M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 25 | UBS AM, a distinct business unit of… | 109.11K | n/a | $11.60M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 26 | Fisher Asset Management ✦ | 107.45K | -4.2% | $11.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Barclays Plc | 106.92K | n/a | $11.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Raymond James Financial Inc | 100.39K | n/a | $10.72M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Ameriprise Financial Inc | 94.30K | n/a | $10.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Alliancebernstein L.P. | 69.64K | n/a | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 62.52K | n/a | $6.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Millennium Management ✦ | 51.52K | +84.0% | $5.48M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | California State Teachers… | 46.44K | n/a | $4.94M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 45.60K | n/a | $4.85M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 35 | Citigroup Inc | 43.06K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Lazard Asset Management Llc | 41.49K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 40.23K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Sei Investments Co | 35.99K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Td Asset Management Inc | 35.86K | n/a | $3.81M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Hsbc Holdings Plc | 35.61K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | D. E. Shaw & Co. ✦ | 34.53K | -47.4% | $3.67M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 42 | Asset Management One Co., Ltd. | 23.45K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Janus Henderson Group Plc | 21.44K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Voya Investment Management Llc | 18.79K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | New York State Common Retirement… | 15.51K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 14.48K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 14.05K | +25.6% | $1.49M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 48 | State Board Of Administration Of… | 13.78K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Victory Capital Management Inc | 13.73K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Stifel Financial Corp | 12.48K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Credit Agricole S A | 12.51K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Amundi | 7.97K | n/a | $847,158 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Canada Pension Plan Investment Board | 6.80K | n/a | $722,976 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | State Of Wisconsin Investment Board | 6.48K | n/a | $689,060 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 5.59K | n/a | $594,541 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Pnc Financial Services Group, Inc. | 5.18K | n/a | $550,525 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 57 | Commonwealth Equity Services, Llc | 4.87K | n/a | $517,410 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 3.88K | n/a | $413,078 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Mackenzie Financial Corp | 3.04K | n/a | $328,257 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Truist Financial Corp | 2.80K | n/a | $298,015 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | CIBC Asset Management Inc | 2.74K | n/a | $290,892 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Jones Financial Companies Lllp | 2.71K | n/a | $288,504 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | First Manhattan Co. Llc. | 2.44K | n/a | $258,889 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Blair William & Co/Il | 2.27K | n/a | $241,453 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Us Bancorp \De\ | 1.54K | n/a | $164,051 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 66 | Danske Bank A/S | 600 | n/a | $63,792 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Fifth Third Bancorp | 357 | n/a | $37,956 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Nomura Asset Management Co Ltd | 290 | n/a | $30,833 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Northwestern Mutual Wealth… | 289 | n/a | $30,727 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Marshall Wace | $4.74M | était 0.0% |
| Renaissance Technologies | $4.13M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 370 détenteurs, 45.33M actions, $4.48B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.