有価証券レコード · アーカイブ済み四半期

JBS

Jbs N.V. · Consumer Defensive · Packaged Foods

12.47 -1.8% 時価総額 $27.66B 株価は遅延表示（FMP） · 時点 Oct 21 22:08 UTC · 下記ファイリングデータとは別個

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

100追跡対象保有者

-2Δ保有者数

100.52M保有株数

$1.45B報告済み評価額

+0新規ポジション

−2解消銘柄

Falling コンビクションスコア 36/100 2 追跡株式数が増加した四半期数 ●●○○○○ 算出方法 → リサーチデスクで解説する →

モメンタム指標（同類マネージャー）：保有者の広がり -2.0% · 株式フロー -13.1% · 新規ネットポジション数 -2.0% · 計算式
広範な分配：株数の減少と保有者数の縮小

すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025

保有状況の推移

四半期	保有者	Δ	株数	報告済み評価額	新規	解消銘柄
Q3 2026	3	+1	124.80K	$1.45M	+1	−1
Q2 2026	103	-1	124.67M	$1.48B	+5	−7
Q1 2026	107	+7	113.54M	$2.04B	+11	−4
Q4 2025	100	-2	100.52M	$1.45B	n/a	−2
Q3 2025	20	+3	77.17M	$1.15B	+3	n/a
Q2 2025	14	+11	17.35M	$253.45M	+11	n/a

保有者数

保有者情報 · Q4 2025

#	運用会社	株数	Δ株式数	時価	そのウェイト		保有中
1	BlackRock ✦ (パッシブ)	25.54M	+9.1%	$368.32M	0.0%	▲ Add	3	SEC ↗ ×18
2	D. E. Shaw & Co. ✦	7.21M	-25.9%	$103.91M	0.1%	▼ Trim	3	SEC ↗ ×2
3	Ameriprise Financial Inc	6.84M	n/a	$98.64M	0.0%	n/c	1	SEC ↗ ×2
4	State Street Global Advisors ✦ (パッシブ)	6.14M	+5.6%	$88.52M	0.0%	▲ Add	3	SEC ↗
5	Deutsche Bank Ag\	4.68M	n/a	$67.51M	0.0%	n/c	1	SEC ↗ ×7
6	Morgan Stanley ✦	4.11M	-8.8%	$59.27M	0.0%	▼ Trim	2	SEC ↗ ×9
7	Arrowstreet Capital ✦	3.54M	-10.5%	$51.05M	0.0%	▼ Trim	3	SEC ↗
8	Raymond James Financial Inc	2.98M	n/a	$42.90M	0.0%	n/c	1	SEC ↗ ×3
9	Bnp Paribas Financial Markets	2.59M	n/a	$37.36M	0.0%	n/c	1	SEC ↗
10	Bank Of America Corp /De/	2.49M	n/a	$35.95M	0.0%	n/c	1	SEC ↗ ×6
11	Geode Capital Management ✦ (パッシブ)	2.49M	+14.4%	$35.63M	0.0%	▲ Add	3	SEC ↗ ×2
12	Millennium Management ✦	2.22M	-63.0%	$31.97M	0.0%	▼ Trim	3	SEC ↗
13	Citadel Advisors ✦	2.14M	+113.6%	$30.86M	0.0%	▲ Add	3	SEC ↗ ×2
14	Marshall Wace ✦	2.05M	-33.8%	$29.52M	0.0%	▼ Trim	3	SEC ↗ ×3
15	Goldman Sachs Group ✦	1.86M	-39.4%	$26.87M	0.0%	▼ Trim	2	SEC ↗ ×3
16	Legal & General Group Plc	1.63M	n/a	$23.56M	0.0%	n/c	1	SEC ↗ ×3
17	The Vanguard Group ✦ (パッシブ)	1.60M	-7.9%	$23.05M	0.0%	▼ Trim	3	SEC ↗ ×4
18	Qube Research & Technologies Ltd	1.39M	n/a	$19.98M	0.0%	n/c	1	SEC ↗
19	Hrt Financial Lp	1.37M	n/a	$19.75M	0.1%	n/c	1	SEC ↗
20	JPMorgan Chase ✦	1.29M	-74.6%	$18.61M	0.0%	▼ Trim	2	SEC ↗ ×4
21	Citigroup Inc	1.20M	n/a	$17.33M	0.0%	n/c	1	SEC ↗ ×2
22	Point72 Asset Management ✦	1.10M	-28.9%	$15.92M	0.0%	▼ Trim	2	SEC ↗
23	Balyasny Asset Management L.P.	974.54K	n/a	$14.05M	0.0%	n/c	1	SEC ↗ ×2
24	Sumitomo Mitsui Trust Group, Inc.	845.68K	n/a	$12.19M	0.0%	n/c	1	SEC ↗
25	Nuveen, LLC	733.04K	n/a	$10.57M	0.0%	n/c	1	SEC ↗ ×3
26	Russell Investments Group, Ltd.	732.80K	n/a	$10.57M	0.0%	n/c	1	SEC ↗ ×6
27	California Public Employees…	707.96K	n/a	$10.21M	0.0%	n/c	1	SEC ↗
28	Prudential Financial Inc	702.30K	n/a	$10.13M	0.0%	n/c	1	SEC ↗ ×2
29	UBS Group AG	641.35K	n/a	$9.25M	0.0%	n/c	1	SEC ↗ ×3
30	Federated Hermes, Inc.	489.11K	n/a	$7.05M	0.0%	n/c	1	SEC ↗ ×3
31	Two Sigma Investments ✦	467.10K	-79.9%	$6.74M	0.0%	▼ Trim	2	SEC ↗
32	Mitsubishi UFJ Asset Management…	455.30K	n/a	$6.46M	0.0%	n/c	1	SEC ↗
33	Robeco Institutional Asset…	442.79K	n/a	$6.39M	0.0%	n/c	1	SEC ↗
34	Pictet Asset Management Holding SA	437.44K	n/a	$6.31M	0.0%	n/c	1	SEC ↗
35	New York State Common Retirement…	426.60K	n/a	$6.15M	0.0%	n/c	1	SEC ↗
36	Amundi	390.06K	n/a	$5.62M	0.0%	n/c	1	SEC ↗
37	Bank of New York Mellon Corp	363.89K	n/a	$5.25M	0.0%	n/c	1	SEC ↗ ×6
38	Bank Of Montreal /Can/	341.22K	n/a	$4.92M	0.0%	n/c	1	SEC ↗ ×4
39	Aberdeen Group plc	318.25K	n/a	$4.59M	0.0%	n/c	1	SEC ↗ ×2
40	American Century Companies Inc	277.85K	n/a	$4.01M	0.0%	n/c	1	SEC ↗
41	Invesco Ltd.	212.81K	n/a	$3.07M	0.0%	n/c	1	SEC ↗ ×4
42	Northern Trust Corp	206.02K	n/a	$2.97M	0.0%	n/c	1	SEC ↗ ×5
43	Mitsubishi UFJ Trust & Banking Corp	197.68K	n/a	$2.85M	0.0%	n/c	1	SEC ↗ ×2
44	Massachusetts Financial Services Co…	184.12K	n/a	$2.65M	0.0%	n/c	1	SEC ↗ ×2
45	Hsbc Holdings Plc	176.93K	n/a	$2.56M	0.0%	n/c	1	SEC ↗ ×4
46	Envestnet Asset Management Inc	176.37K	n/a	$2.54M	0.0%	n/c	1	SEC ↗
47	AQR Capital Management ✦	160.93K	-92.1%	$2.32M	0.0%	▼ Trim	3	SEC ↗
48	UBS AM, a distinct business unit of…	155.73K	n/a	$2.25M	0.0%	n/c	1	SEC ↗ ×2
49	Korea Investment CORP	155.06K	n/a	$2.24M	0.0%	n/c	1	SEC ↗
50	Stifel Financial Corp	149.72K	n/a	$2.16M	0.0%	n/c	1	SEC ↗ ×2
51	Capital Research Global Investors	148.57K	n/a	$2.15M	0.0%	n/c	1	SEC ↗
52	Royal London Asset Management Ltd	143.30K	n/a	$2.07M	0.0%	n/c	1	SEC ↗
53	Healthcare Of Ontario Pension Plan…	135.42K	n/a	$1.95M	0.0%	n/c	1	SEC ↗
54	Zurcher Kantonalbank (Zurich…	115.25K	n/a	$1.66M	0.0%	n/c	1	SEC ↗
55	National Pension Service	113.83K	n/a	$1.64M	0.0%	n/c	1	SEC ↗
56	Sei Investments Co	112.19K	n/a	$1.62M	0.0%	n/c	1	SEC ↗ ×2
57	Susquehanna International Group, Llp	111.91K	n/a	$1.61M	0.0%	n/c	1	SEC ↗
58	Lazard Asset Management Llc	105.04K	n/a	$1.51M	0.0%	n/c	1	SEC ↗
59	Nomura Holdings Inc	97.58K	n/a	$1.41M	0.0%	n/c	1	SEC ↗
60	Royal Bank Of Canada	89.90K	n/a	$1.30M	0.0%	n/c	1	SEC ↗ ×3
61	LPL Financial LLC	89.86K	n/a	$1.30M	0.0%	n/c	1	SEC ↗
62	Simplex Trading, Llc	82.69K	n/a	$1.19M	0.0%	n/c	1	SEC ↗
63	Universal- Beteiligungs- und…	80.60K	n/a	$1.15M	0.0%	n/c	1	SEC ↗
64	Manufacturers Life Insurance…	74.58K	n/a	$1.08M	0.0%	n/c	1	SEC ↗
65	Franklin Resources Inc	72.87K	n/a	$1.05M	0.0%	n/c	1	SEC ↗ ×3
66	Quantinno Capital Management LP	67.28K	n/a	$970,106	0.0%	n/c	1	SEC ↗
67	Nomura Asset Management Co Ltd	64.15K	n/a	$925,043	0.0%	n/c	1	SEC ↗
68	Asset Management One Co., Ltd.	62.58K	n/a	$909,855	0.0%	n/c	1	SEC ↗
69	MIRAE ASSET GLOBAL ETFS HOLDINGS…	54.59K	n/a	$787,188	0.0%	n/c	1	SEC ↗ ×2
70	Fidelity (FMR) ✦	54.38K	+32.8%	$784,116	0.0%	▲ Add	3	SEC ↗
71	Creative Planning	54.22K	n/a	$781,881	0.0%	n/c	1	SEC ↗
72	Mackenzie Financial Corp	53.90K	n/a	$779,460	0.0%	n/c	1	SEC ↗
73	Man Group plc	51.23K	n/a	$738,665	0.0%	n/c	1	SEC ↗ ×2
74	Wells Fargo & Company/Mn	50.59K	n/a	$729,465	0.0%	n/c	1	SEC ↗ ×3
75	Corient Private Wealth LP	44.19K	n/a	$629,473	0.0%	n/c	1	SEC ↗ ×2
76	Cetera Investment Advisers	40.79K	n/a	$588,206	0.0%	n/c	1	SEC ↗
77	Tidal Investments LLC	38.48K	n/a	$554,867	0.0%	n/c	1	SEC ↗
78	Alliancebernstein L.P.	38.13K	n/a	$549,849	0.0%	n/c	1	SEC ↗
79	Aviva Plc	27.97K	n/a	$403,385	0.0%	n/c	1	SEC ↗
80	Rhumbline Advisers	24.05K	n/a	$346,754	0.0%	n/c	1	SEC ↗
81	Lido Advisors, LLC	23.51K	n/a	$339,066	0.0%	n/c	1	SEC ↗
82	Mariner, LLC	21.65K	n/a	$312,238	0.0%	n/c	1	SEC ↗
83	Truist Financial Corp	20.18K	n/a	$290,996	0.0%	n/c	1	SEC ↗
84	Voya Investment Management Llc	18.89K	n/a	$272,322	0.0%	n/c	1	SEC ↗
85	Dodge & Cox ✦	16.95K	+6.3%	$244,419	0.0%	▲ Add	3	SEC ↗
86	Cerity Partners LLC	16.84K	n/a	$242,760	0.0%	n/c	1	SEC ↗ ×2
87	T. Rowe Price ✦	16.43K	0.0%	$237,000	0.0%	Held	2	SEC ↗
88	Pnc Financial Services Group, Inc.	16.15K	n/a	$232,942	0.0%	n/c	1	SEC ↗ ×5
89	Ensign Peak Advisors, Inc	12.75K	n/a	$183,855	0.0%	n/c	1	SEC ↗
90	Us Bancorp \De\	12.20K	n/a	$175,982	0.0%	n/c	1	SEC ↗
91	Credit Agricole S A	12.00K	n/a	$173,040	0.0%	n/c	1	SEC ↗
92	Commonwealth Equity Services, Llc	11.53K	n/a	$166,230	0.0%	n/c	1	SEC ↗
93	TD Waterhouse Canada Inc.	8.19K	n/a	$118,028	0.0%	n/c	1	SEC ↗
94	Assetmark, Inc	6.11K	n/a	$88,092	0.0%	n/c	1	SEC ↗
95	Osaic Holdings, Inc.	5.50K	n/a	$79,309	0.0%	n/c	1	SEC ↗
96	Rockefeller Capital Management L.P.	3.76K	n/a	$54,176	0.0%	n/c	1	SEC ↗
97	Cwm, Llc	3.11K	n/a	$45,000	0.0%	n/c	1	SEC ↗
98	Jones Financial Companies Lllp	2.87K	n/a	$41,357	0.0%	n/c	1	SEC ↗
99	Barclays Plc	548	n/a	$7,902	0.0%	n/c	1	SEC ↗
100	National Bank Of Canada /Fi/	70	n/a	$1,009	0.0%	n/c	1	SEC ↗

「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。

新規買い手

今四半期は新規追跡買い手がいません。

ポジション解消済み

Oaktree Capital Management	$23.60M	だった 0.5%
Renaissance Technologies	$549,335	だった 0.0%

市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 247 保有者, 374.36M 株式数, $6.58B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。

共同保有が多い銘柄

この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。

META100共有保有者 FDX100共有保有者 LIN100共有保有者 GOOGL100共有保有者 BSX100共有保有者

インサイダー取引

市場内買い付け (P)

カバレッジ期間内にインサイダーによる市場内買い付けはありません。

市場内売却 (S)

Aug 24 Cavalcanti Guilherme…

Officer · 183.50K 株 · $2.54M

株式付与、権利行使および税務目的の株式差し引きは、買いや売りとして集計しません。方法論

実質的所有権

Aug 12 SC 13G: DAVIS SELECTED ADVISERS

SECオリジナル提出書類を表示 ↗

Aug 12 SC 13G/A: Capital Research Global Investors