BCS
Barclays PLC · Financial Services · Banks - Diversified
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.1% ·
поток акций -1.0% ·
новые чистые позиции 0.0%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 94 | +7 | 228.33M | $6.13B | +11 | −3 |
| Q1 2026 | 87 | 0 | 219.83M | $4.64B | +8 | −9 |
| Q4 2025 | 88 | -1 | 206.09M | $5.24B | +1 | −1 |
| Q3 2025 | 14 | 0 | 131.62M | $2.72B | +1 | −2 |
| Q2 2025 | 12 | 0 | 120.57M | $2.24B | — | — |
| Q1 2025 | 10 | 0 | 102.51M | $1.57B | — | — |
| Q4 2024 | 10 | 0 | 33.53M | $445.59M | +1 | −1 |
| Q3 2024 | 9 | 0 | 39.50M | $596.26M | +1 | −1 |
| Q2 2024 | 9 | — | 39.29M | $420.77M | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 89.75M | +4.3% | $2.28B | 0.8% | ▲ Add | 7 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 12.52M | -5.6% | $318.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 12.52M | -5.6% | $318.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 12.52M | -5.6% | $318.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 12.52M | -5.6% | $318.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 12.52M | -5.6% | $318.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 12.52M | -5.6% | $318.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 12.52M | -5.6% | $318.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 12.52M | -5.6% | $318.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 12.52M | -5.6% | $318.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 8.51M | +12.7% | $216.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 8.51M | +12.7% | $216.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 8.49M | — | $216.14M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 8.49M | — | $216.14M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 8.49M | — | $216.14M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 8.49M | — | $216.14M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 8.49M | — | $216.14M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 8.49M | — | $216.14M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 8.10M | — | $207.56M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 8.10M | — | $207.56M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 8.10M | — | $207.56M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 8.10M | — | $207.56M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 7.91M | +5.0% | $201.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 7.91M | +5.0% | $201.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 7.91M | +5.0% | $201.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 7.91M | +5.0% | $201.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 6.54M | — | $166.55M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 6.54M | — | $166.55M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 6.54M | — | $166.55M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 6.54M | — | $166.55M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 6.54M | — | $166.55M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 5.70M | — | $145.18M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 5.70M | — | $145.18M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 5.70M | — | $145.18M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 5.70M | — | $145.18M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 5.70M | — | $145.18M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 5.70M | — | $145.18M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 5.70M | — | $145.18M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 5.70M | — | $145.18M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Norges Bank ✦ (пассивный) | 5.55M | Новый | $141.25M | 0.0% | New | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 5.39M | — | $137.11M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northern Trust Corp | 5.39M | — | $137.11M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 5.39M | — | $137.11M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | American Century Companies Inc | 5.20M | — | $132.34M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Raymond James Financial Inc | 4.50M | — | $114.65M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Raymond James Financial Inc | 4.50M | — | $114.65M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Raymond James Financial Inc | 4.50M | — | $114.65M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Raymond James Financial Inc | 4.50M | — | $114.65M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | BlackRock ✦ (пассивный) | 3.65M | -3.6% | $92.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | BlackRock ✦ (пассивный) | 3.65M | -3.6% | $92.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | BlackRock ✦ (пассивный) | 3.65M | -3.6% | $92.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Arrowstreet Capital ✦ | 3.59M | -32.5% | $91.45M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 53 | Sei Investments Co | 3.53M | — | $89.72M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Sei Investments Co | 3.53M | — | $89.72M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Wells Fargo & Company/Mn | 2.94M | — | $74.70M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Wells Fargo & Company/Mn | 2.94M | — | $74.70M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Wells Fargo & Company/Mn | 2.94M | — | $74.70M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Wells Fargo & Company/Mn | 2.94M | — | $74.70M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Envestnet Asset Management Inc | 1.88M | — | $47.93M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Millennium Management ✦ | 1.53M | -29.5% | $38.91M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 1.39M | — | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 1.39M | — | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 1.39M | — | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 1.39M | — | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 1.39M | — | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 1.39M | — | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 1.39M | — | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 1.07M | +29.6% | $27.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 1.07M | +29.6% | $27.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 1.07M | +29.6% | $27.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 1.07M | +29.6% | $27.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 72 | Connor, Clark & Lunn Investment… | 1.00M | — | $25.50M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | New York State Common Retirement… | 897.04K | — | $22.83M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Jane Street Group, Llc | 894.90K | — | $22.78M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Jane Street Group, Llc | 894.90K | — | $22.78M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Jane Street Group, Llc | 894.90K | — | $22.78M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Invesco Ltd. | 853.61K | — | $21.72M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Invesco Ltd. | 853.61K | — | $21.72M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | National Bank Of Canada /Fi/ | 826.66K | — | $21.03M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Massachusetts Financial Services Co… | 815.23K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Massachusetts Financial Services Co… | 815.23K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Massachusetts Financial Services Co… | 815.23K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Allspring Global Investments… | 708.79K | — | $18.46M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Allspring Global Investments… | 708.79K | — | $18.46M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Quantinno Capital Management LP | 716.26K | — | $18.23M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 631.84K | — | $16.08M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 631.84K | — | $16.08M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 631.84K | — | $16.08M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 631.84K | — | $16.08M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 631.84K | — | $16.08M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 631.84K | — | $16.08M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 631.84K | — | $16.08M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Charles Schwab Investment… | 540.97K | — | $13.77M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | 1832 Asset Management L.P. | 535.00K | — | $13.62M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | HighTower Advisors, LLC | 509.21K | — | $12.96M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Creative Planning | 508.32K | — | $12.94M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Creative Planning | 508.32K | — | $12.94M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 455.58K | -67.1% | $11.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 455.58K | -67.1% | $11.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 455.58K | -67.1% | $11.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $141.25M | 0.0% |
Закрыто
| Renaissance Technologies | $41.92M | составлял 0.1% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1 держатели, 147.09K акции, $5.87M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.