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

12.11 -2.1% 時価総額 $26.86B 株価は遅延表示（FMP） · 時点 Oct 23 14:08 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

107追跡対象保有者

+7Δ保有者数

113.54M保有株数

$2.04B報告済み評価額

+11新規ポジション

−4解消銘柄

Strongly Rising コンビクションスコア 61/100 3 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 +7.0% · 株式フロー +14.4% · 新規ネットポジション数 +6.5% · 計算式
広範な積み上げ：より多くの保有者にわたる株数の増加

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 Q1 2026

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 · Q1 2026

#	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)	28.83M	+12.9%	$517.73M	0.0%	▲ Add	4	SEC ↗ ×16
2	Arrowstreet Capital ✦	7.69M	+117.1%	$138.07M	0.1%	▲ Add	4	SEC ↗
3	Ameriprise Financial Inc	6.70M	-2.0%	$120.42M	0.0%	▼ Trim	2	SEC ↗ ×2
4	D. E. Shaw & Co. ✦	6.39M	-11.3%	$114.76M	0.1%	▼ Trim	4	SEC ↗ ×2
5	State Street Global Advisors ✦ (パッシブ)	6.16M	+0.3%	$110.60M	0.0%	▲ Add	4	SEC ↗
6	Deutsche Bank Ag\	5.28M	+12.7%	$94.79M	0.0%	▲ Add	2	SEC ↗ ×8
7	Raymond James Financial Inc	3.79M	+27.4%	$67.84M	0.0%	▲ Add	2	SEC ↗ ×4
8	Morgan Stanley ✦	3.61M	-12.2%	$64.79M	0.0%	▼ Trim	3	SEC ↗ ×9
9	Marshall Wace ✦	3.60M	+76.0%	$64.71M	0.1%	▲ Add	4	SEC ↗ ×3
10	Two Sigma Investments ✦	3.58M	+665.5%	$64.22M	0.1%	▲ Add	3	SEC ↗
11	Bnp Paribas Financial Markets	3.12M	+20.4%	$56.06M	0.0%	▲ Add	2	SEC ↗
12	Bank Of America Corp /De/	2.78M	+11.6%	$49.98M	0.0%	▲ Add	2	SEC ↗ ×5
13	Geode Capital Management ✦ (パッシブ)	2.41M	-3.3%	$42.91M	0.0%	▼ Trim	4	SEC ↗ ×2
14	Qube Research & Technologies Ltd	1.84M	+32.9%	$33.07M	0.0%	▲ Add	2	SEC ↗
15	Goldman Sachs Group ✦	1.68M	-9.6%	$30.26M	0.0%	▼ Trim	3	SEC ↗ ×3
16	Citigroup Inc	1.68M	+39.7%	$30.16M	0.0%	▲ Add	2	SEC ↗ ×2
17	Millennium Management ✦	1.64M	-26.2%	$29.38M	0.0%	▼ Trim	4	SEC ↗
18	Neuberger Berman Group LLC	1.58M	新規	$28.26M	0.0%	New	1	SEC ↗ ×2
19	Legal & General Group Plc	1.48M	-9.4%	$26.59M	0.0%	▼ Trim	2	SEC ↗ ×3
20	JPMorgan Chase ✦	1.41M	+9.0%	$24.40M	0.0%	▲ Add	3	SEC ↗ ×6
21	Hrt Financial Lp	1.34M	-2.1%	$24.07M	0.1%	▼ Trim	2	SEC ↗
22	UBS Group AG	1.34M	+108.4%	$24.00M	0.0%	▲ Add	2	SEC ↗ ×3
23	MIRAE ASSET GLOBAL ETFS HOLDINGS…	963.71K	+1665.4%	$17.31M	0.0%	▲ Add	2	SEC ↗ ×2
24	Sumitomo Mitsui Trust Group, Inc.	873.08K	+3.2%	$15.68M	0.0%	▲ Add	2	SEC ↗
25	Russell Investments Group, Ltd.	777.28K	+6.1%	$13.96M	0.0%	▲ Add	2	SEC ↗ ×8
26	Nuveen, LLC	709.95K	-3.1%	$12.75M	0.0%	▼ Trim	2	SEC ↗ ×3
27	Duquesne Family Office ✦	655.90K	新規	$11.78M	0.4%	New	1	SEC ↗
28	California Public Employees…	630.09K	-11.0%	$11.32M	0.0%	▼ Trim	2	SEC ↗
29	Robeco Institutional Asset…	622.76K	+40.6%	$11.18M	0.0%	▲ Add	2	SEC ↗
30	Mitsubishi UFJ Asset Management…	543.03K	+19.3%	$9.75M	0.0%	▲ Add	2	SEC ↗
31	Federated Hermes, Inc.	487.66K	-0.3%	$8.76M	0.0%	▼ Trim	2	SEC ↗ ×3
32	Prudential Financial Inc	484.10K	-31.1%	$8.69M	0.0%	▼ Trim	2	SEC ↗ ×2
33	Amundi	457.69K	+17.3%	$8.22M	0.0%	▲ Add	2	SEC ↗
34	Susquehanna International Group, Llp	399.34K	+256.8%	$7.17M	0.0%	▲ Add	2	SEC ↗
35	AQR Capital Management ✦	393.65K	+144.6%	$7.07M	0.0%	▲ Add	4	SEC ↗
36	Invesco Ltd.	376.70K	+77.0%	$6.77M	0.0%	▲ Add	2	SEC ↗ ×4
37	Bank of New York Mellon Corp	374.80K	+3.0%	$6.73M	0.0%	▲ Add	2	SEC ↗ ×7
38	Pictet Asset Management Holding SA	371.60K	-15.1%	$6.67M	0.0%	▼ Trim	2	SEC ↗
39	Northern Trust Corp	361.04K	+75.2%	$6.48M	0.0%	▲ Add	2	SEC ↗ ×5
40	Royal London Asset Management Ltd	359.60K	+150.9%	$6.46M	0.0%	▲ Add	2	SEC ↗
41	Bank Of Montreal /Can/	343.01K	+0.5%	$6.16M	0.0%	▲ Add	2	SEC ↗ ×3
42	Charles Schwab Investment…	329.87K	新規	$5.92M	0.0%	New	1	SEC ↗
43	UBS AM, a distinct business unit of…	292.73K	+88.0%	$5.26M	0.0%	▲ Add	2	SEC ↗ ×7
44	New York State Common Retirement…	288.10K	-32.5%	$5.17M	0.0%	▼ Trim	2	SEC ↗
45	Vanguard Capital Management Llc	283.63K	n/a	$5.09M	0.0%	n/c	1	SEC ↗
46	American Century Companies Inc	280.11K	+0.8%	$5.03M	0.0%	▲ Add	2	SEC ↗
47	Envestnet Asset Management Inc	279.66K	+58.6%	$5.02M	0.0%	▲ Add	2	SEC ↗
48	Man Group plc	218.81K	+327.2%	$3.93M	0.0%	▲ Add	2	SEC ↗
49	Massachusetts Financial Services Co…	196.66K	+6.8%	$3.53M	0.0%	▲ Add	2	SEC ↗ ×2
50	Hsbc Holdings Plc	189.00K	+6.8%	$3.37M	0.0%	▲ Add	2	SEC ↗ ×2
51	Sei Investments Co	171.49K	+52.9%	$3.08M	0.0%	▲ Add	2	SEC ↗ ×2
52	Stifel Financial Corp	168.91K	+12.8%	$3.03M	0.0%	▲ Add	2	SEC ↗ ×2
53	Balyasny Asset Management L.P.	159.64K	-83.6%	$2.87M	0.0%	▼ Trim	2	SEC ↗ ×2
54	Korea Investment CORP	158.26K	+2.1%	$2.84M	0.0%	▲ Add	2	SEC ↗
55	Capital Research Global Investors	144.27K	-2.9%	$2.50M	0.0%	▼ Trim	2	SEC ↗
56	LPL Financial LLC	129.18K	+43.8%	$2.32M	0.0%	▲ Add	2	SEC ↗
57	Quantinno Capital Management LP	122.59K	+82.2%	$2.20M	0.0%	▲ Add	2	SEC ↗
58	Mitsubishi UFJ Trust & Banking Corp	122.36K	-38.1%	$2.20M	0.0%	▼ Trim	2	SEC ↗ ×2
59	Royal Bank Of Canada	115.47K	+28.4%	$2.08M	0.0%	▲ Add	2	SEC ↗ ×4
60	Zurcher Kantonalbank (Zurich…	115.25K	0.0%	$2.07M	0.0%	Held	2	SEC ↗
61	National Pension Service	113.83K	0.0%	$2.04M	0.0%	Held	2	SEC ↗
62	Citadel Advisors ✦	113.23K	-94.7%	$2.03M	0.0%	▼ Trim	4	SEC ↗ ×2
63	Wells Fargo & Company/Mn	108.89K	+115.3%	$1.96M	0.0%	▲ Add	2	SEC ↗ ×2
64	Universal- Beteiligungs- und…	89.40K	+10.9%	$1.62M	0.0%	▲ Add	2	SEC ↗
65	Wellington Management ✦	85.49K	新規	$1.54M	0.0%	New	1	SEC ↗ ×2
66	Manufacturers Life Insurance…	80.82K	+8.4%	$1.45M	0.0%	▲ Add	2	SEC ↗
67	Nomura Asset Management Co Ltd	78.25K	+22.0%	$1.41M	0.0%	▲ Add	2	SEC ↗
68	Fidelity (FMR) ✦	67.46K	+24.1%	$1.21M	0.0%	▲ Add	4	SEC ↗
69	Healthcare Of Ontario Pension Plan…	66.31K	-51.0%	$1.19M	0.0%	▼ Trim	2	SEC ↗
70	Asset Management One Co., Ltd.	62.58K	0.0%	$1.12M	0.0%	Held	2	SEC ↗
71	California State Teachers…	61.90K	新規	$1.11M	0.0%	New	1	SEC ↗
72	Creative Planning	57.83K	+6.7%	$1.04M	0.0%	▲ Add	2	SEC ↗
73	Dodge & Cox ✦	44.75K	+164.0%	$803,710	0.0%	▲ Add	4	SEC ↗
74	Tidal Investments LLC	44.36K	+15.3%	$796,688	0.0%	▲ Add	2	SEC ↗
75	Cetera Investment Advisers	42.08K	+3.2%	$755,811	0.0%	▲ Add	2	SEC ↗
76	Allianz Asset Management GmbH	40.43K	新規	$726,122	0.0%	New	1	SEC ↗ ×3
77	Franklin Resources Inc	37.46K	-48.6%	$672,709	0.0%	▼ Trim	2	SEC ↗ ×3
78	Alliancebernstein L.P.	38.58K	+1.2%	$556,309	0.0%	▲ Add	2	SEC ↗
79	Aberdeen Group plc	29.27K	-90.8%	$525,761	0.0%	▼ Trim	2	SEC ↗
80	Bridgewater Associates ✦	26.29K	新規	$472,240	0.0%	New	1	SEC ↗
81	Aviva Plc	25.73K	-8.0%	$462,165	0.0%	▼ Trim	2	SEC ↗
82	Corient Private Wealth LP	24.25K	-45.1%	$430,471	0.0%	▼ Trim	2	SEC ↗
83	Nomura Holdings Inc	23.87K	-75.5%	$428,669	0.0%	▼ Trim	2	SEC ↗
84	Mariner, LLC	23.86K	+10.2%	$428,448	0.0%	▲ Add	2	SEC ↗
85	Lido Advisors, LLC	23.38K	-0.6%	$419,905	0.0%	▼ Trim	2	SEC ↗
86	Rhumbline Advisers	22.59K	-6.1%	$405,623	0.0%	▼ Trim	2	SEC ↗
87	Truist Financial Corp	22.35K	+10.8%	$401,460	0.0%	▲ Add	2	SEC ↗
88	Voya Investment Management Llc	21.04K	+11.4%	$377,825	0.0%	▲ Add	2	SEC ↗
89	Pnc Financial Services Group, Inc.	17.02K	+5.4%	$305,697	0.0%	▲ Add	2	SEC ↗ ×5
90	Cerity Partners LLC	16.85K	+0.1%	$302,662	0.0%	▲ Add	2	SEC ↗ ×2
91	T. Rowe Price ✦	16.43K	0.0%	$296,000	0.0%	Held	3	SEC ↗
92	Barclays Plc	15.39K	+2707.7%	$276,332	0.0%	▲ Add	2	SEC ↗ ×2
93	LMR Partners LLP	14.11K	新規	$253,434	0.0%	New	1	SEC ↗
94	CIBC Asset Management Inc	13.63K	新規	$244,831	0.0%	New	1	SEC ↗
95	Ensign Peak Advisors, Inc	12.75K	0.0%	$228,990	0.0%	Held	2	SEC ↗
96	Nomura Asset Management…	12.28K	新規	$221,000	0.0%	New	1	SEC ↗
97	Credit Agricole S A	12.00K	0.0%	$215,520	0.0%	Held	2	SEC ↗
98	Us Bancorp \De\	11.89K	-2.6%	$213,473	0.0%	▼ Trim	2	SEC ↗
99	Commonwealth Equity Services, Llc	10.82K	-6.2%	$194,270	0.0%	▼ Trim	2	SEC ↗
100	Rockefeller Capital Management L.P.	9.58K	+155.0%	$172,039	0.0%	▲ Add	2	SEC ↗ ×3

「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

Neuberger Berman Group LLC	$28.26M	0.0%
Duquesne Family Office	$11.78M	0.4%
Charles Schwab Investment…	$5.92M	0.0%
Wellington Management	$1.54M	0.0%
California State Teachers…	$1.11M	0.0%
Allianz Asset Management GmbH	$726,122	0.0%
Bridgewater Associates	$472,240	0.0%
LMR Partners LLP	$253,434	0.0%
CIBC Asset Management Inc	$244,831	0.0%
Nomura Asset Management…	$221,000	0.0%

ポジション解消済み

Point72 Asset Management	$15.92M	だった 0.0%
Lazard Asset Management Llc	$1.51M	だった 0.0%
Simplex Trading, Llc	$1.19M	だった 0.0%
Mackenzie Financial Corp	$779,460	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。

AMZN107共有保有者 AVGO107共有保有者 MSFT106共有保有者 BAC106共有保有者 BSX106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