Scheda del titolo · trimestre archiviato
HVT
nome in attesa di acquisizione nel profilo
65Holder monitorati
+4Δ titolari
7.87MQuote detenute
$166.72MValore dichiarato
+9Nuove posizioni
−5Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +6.6% ·
flusso azionario -6.1% ·
nuove posizioni nette +6.2%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | -4 | 7.86M | $200.51M | +2 | −6 |
| Q1 2026 | 65 | +4 | 7.87M | $166.72M | +9 | −5 |
| Q4 2025 | 61 | 0 | 8.72M | $203.81M | +1 | −1 |
| Q3 2025 | 14 | 0 | 5.29M | $116.02M | +1 | −1 |
| Q2 2025 | 11 | -1 | 4.41M | $89.84M | — | −1 |
| Q1 2025 | 9 | 0 | 2.21M | $43.56M | — | — |
| Q4 2024 | 9 | 0 | 1.94M | $43.27M | — | — |
| Q3 2024 | 8 | 0 | 2.12M | $58.17M | — | — |
| Q2 2024 | 8 | — | 1.73M | $43.82M | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 941.06K | -0.3% | $19.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 941.06K | -0.3% | $19.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 941.06K | -0.3% | $19.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 941.06K | -0.3% | $19.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 719.83K | +2.8% | $15.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Vanguard Capital Management Llc | 592.20K | — | $12.54M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | American Century Companies Inc | 540.73K | +5.6% | $11.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hotchkis & Wiley Capital Management… | 352.52K | -22.1% | $7.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 334.36K | -1.0% | $7.08M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passivo) | 329.60K | +2.4% | $6.98M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 19 | Geode Capital Management ✦ (passivo) | 329.60K | +2.4% | $6.98M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | Charles Schwab Investment… | 325.84K | -12.4% | $6.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passivo) | 303.80K | -3.5% | $6.43M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 238.75K | -54.6% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 238.75K | -54.6% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Sei Investments Co | 164.99K | +65.5% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Sei Investments Co | 164.99K | +65.5% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 154.97K | +5.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 154.97K | +5.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 154.97K | +5.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 154.97K | +5.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 154.97K | +5.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 149.56K | +20.5% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northern Trust Corp | 131.17K | +4.2% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 131.17K | +4.2% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Northern Trust Corp | 131.17K | +4.2% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 114.22K | +1.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 114.22K | +1.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 114.22K | +1.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 114.22K | +1.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 114.22K | +1.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 114.22K | +1.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 104.50K | -5.7% | $2.21M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 104.50K | -5.7% | $2.21M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 104.50K | -5.7% | $2.21M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 104.50K | -5.7% | $2.21M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 104.50K | -5.7% | $2.21M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 104.50K | -5.7% | $2.21M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 55 | Lazard Asset Management Llc | 81.54K | +13.5% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | D. E. Shaw & Co. ✦ | 73.29K | +19.2% | $1.55M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 57 | Ameriprise Financial Inc | 67.14K | -23.1% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Ameriprise Financial Inc | 67.14K | -23.1% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Universal- Beteiligungs- und… | 59.60K | 0.0% | $1.26M | 0.0% | Held | 2 | SEC ↗ |
| 60 | Hsbc Holdings Plc | 46.94K | -49.2% | $994,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 38.26K | +3.0% | $804,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 38.26K | +3.0% | $804,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | UBS Group AG | 37.29K | -27.4% | $789,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | UBS Group AG | 37.29K | -27.4% | $789,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Nuveen, LLC | 35.24K | +0.6% | $746,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Nuveen, LLC | 35.24K | +0.6% | $746,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | BNP Paribas Asset Management… | 35.20K | 0.0% | $745,536 | 0.0% | Held | 2 | SEC ↗ |
| 68 | State Board Of Administration Of… | 31.33K | Nuovo | $663,591 | 0.0% | New | 1 | SEC ↗ |
| 69 | Quantinno Capital Management LP | 28.57K | +32.4% | $605,176 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 26.23K | +4.8% | $555,551 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Invesco Ltd. | 25.91K | -13.5% | $548,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Invesco Ltd. | 25.91K | -13.5% | $548,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Invesco Ltd. | 25.91K | -13.5% | $548,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Prudential Financial Inc | 24.35K | +16.9% | $515,691 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Creative Planning | 22.89K | +6.0% | $484,796 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Barclays Plc | 22.69K | -46.1% | $480,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Barclays Plc | 22.69K | -46.1% | $480,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Tidal Investments LLC | 22.65K | +3.7% | $479,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Tidal Investments LLC | 22.65K | +3.7% | $479,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Rhumbline Advisers | 17.29K | -3.1% | $366,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Nomura Asset Management… | 16.70K | -41.0% | $354,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Alliancebernstein L.P. | 14.57K | -7.6% | $340,355 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Franklin Resources Inc | 12.44K | Nuovo | $263,543 | 0.0% | New | 1 | SEC ↗ |
| 84 | Franklin Resources Inc | 12.44K | Nuovo | $263,543 | 0.0% | New | 1 | SEC ↗ |
| 85 | Franklin Resources Inc | 12.44K | Nuovo | $263,543 | 0.0% | New | 1 | SEC ↗ |
| 86 | Two Sigma Investments ✦ | 11.94K | Nuovo | $252,868 | 0.0% | New | 1 | SEC ↗ |
| 87 | Hrt Financial Lp | 11.37K | Nuovo | $240,000 | 0.0% | New | 1 | SEC ↗ |
| 88 | T. Rowe Price ✦ | 11.12K | Nuovo | $236,000 | 0.0% | New | 1 | SEC ↗ |
| 89 | Millennium Management ✦ | 10.47K | -78.3% | $221,776 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 90 | LPL Financial LLC | 10.33K | Nuovo | $218,703 | 0.0% | New | 1 | SEC ↗ |
| 91 | Balyasny Asset Management L.P. | 9.47K | +2.7% | $200,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.46K | +2.6% | $136,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Wells Fargo & Company/Mn | 6.17K | -61.9% | $130,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Wells Fargo & Company/Mn | 6.17K | -61.9% | $130,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Wells Fargo & Company/Mn | 6.17K | -61.9% | $130,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Bnp Paribas Financial Markets | 5.71K | -2.5% | $120,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Cwm, Llc | 5.68K | -4.3% | $120,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Fidelity (FMR) ✦ | 3.73K | -48.2% | $79,061 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 99 | Fidelity (FMR) ✦ | 3.73K | -48.2% | $79,061 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 100 | New York State Common Retirement… | 3.65K | -39.4% | $77,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| State Board Of Administration… | $663,591 | 0.0% |
| Franklin Resources Inc | $263,543 | 0.0% |
| Franklin Resources Inc | $263,543 | 0.0% |
| Franklin Resources Inc | $263,543 | 0.0% |
| Two Sigma Investments | $252,868 | 0.0% |
| Hrt Financial Lp | $240,000 | 0.0% |
| T. Rowe Price | $236,000 | 0.0% |
| LPL Financial LLC | $218,703 | 0.0% |
Uscito
| Jane Street Group, Llc | $693,886 | era 0.0% |
| Man Group plc | $675,338 | era 0.0% |
| Connor, Clark & Lunn… | $643,988 | era 0.0% |
| Citadel Advisors | $375,185 | era 0.0% |
| Canada Pension Plan… | $140,160 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 140 detentori, 12.10M azioni, $247.87M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Aug 17
SMITH CLARENCE H
Director · 20.99K az. · $591,107
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Jul 23
SC 13G — BURTON PARTNERSHIP L P
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
Ottieni questo tramite l'API