JBHT
J.B. Hunt Transport Services, Inc. · Industrials · Integrated Freight & Logistics
Señales de momentum (gestores comparables):
amplitud de titulares -9.1% ·
flujo de acciones +0.1% ·
nuevas posiciones netas -15.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 157 | +4 | 51.10M | $14.74B | +9 | −7 |
| Q1 2026 | 158 | +2 | 54.74M | $11.57B | +4 | −3 |
| Q4 2025 | 155 | +1 | 60.18M | $11.67B | +3 | −1 |
| Q3 2025 | 20 | -2 | 37.65M | $5.05B | — | −3 |
| Q2 2025 | 20 | 0 | 29.46M | $4.23B | +1 | −1 |
| Q1 2025 | 17 | 0 | 11.46M | $1.69B | +1 | −1 |
| Q4 2024 | 17 | 0 | 10.70M | $1.82B | — | — |
| Q3 2024 | 16 | +2 | 6.00M | $1.03B | +2 | — |
| Q2 2024 | 14 | — | 6.91M | $1.10B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 9.39M | -3.3% | $1.26B | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 6.19M | -5.2% | $830.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×20 |
| 3 | JPMorgan Chase ✦ | 5.34M | — | $717.02M | 0.0% | n/c | 1 | SEC ↗ ×30 |
| 4 | State Street Global Advisors ✦ (pasivo) | 4.02M | -2.6% | $538.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 3.19M | +77.2% | $426.13M | 0.3% | ▲ Add | 6 | SEC ↗ ×8 |
| 6 | Morgan Stanley ✦ | 2.83M | — | $379.43M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 7 | Geode Capital Management ✦ (pasivo) | 2.04M | -1.4% | $273.15M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 1.27M | +26.9% | $170.11M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 9 | PRIMECAP Management ✦ | 640.81K | 0.0% | $85.98M | 0.1% | Held | 6 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 604.27K | +4.2% | $81.07M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 601.10K | — | $80.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Arrowstreet Capital ✦ | 335.31K | +4.0% | $44.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 311.18K | +177.5% | $41.75M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Wellington Management ✦ | 200.50K | -79.1% | $26.90M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 15 | Renaissance Technologies ✦ | 189.54K | -30.7% | $25.43M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 154.25K | +419.2% | $20.70M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 137.55K | +13.0% | $18.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | T. Rowe Price ✦ | 114.70K | -12.5% | $15.39M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 19 | Citadel Advisors ✦ | 45.92K | +28.5% | $6.16M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 20 | Adage Capital Partners ✦ | 44.60K | -37.9% | $5.98M | 0.0% | ▼ Trim | 6 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $91.09M | era 0.0% |
| Point72 Asset Management | $24.68M | era 0.1% |
| Marshall Wace | $20.24M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 761 tenedores, 69.56M acciones, $14.23B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.