증권 기록 · 과거 분기 (아카이브)

JBS

Jbs N.V. · Consumer Defensive · Packaged Foods

12.21 -2.0% 시가총액 $27.09B 주가 지연 (FMP) · 기준일 Oct 22 15:08 UTC · 아래 신고 데이터와 별개

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

107추적 보유자

+7Δ 보유자

113.54M보유 주식 수

$2.04B보고 가치

+11신규 편입 포지션

−4청산

Strongly Rising 확신도 점수 61/100 3 추적 주식 수 증가 분기 수 ●●●○○○ 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 +7.0% · 주식 흐름 +14.4% · 순 신규 포지션 +6.5% · 산식
광범위한 누적: 더 많은 보유자에 걸친 주식 수 증가

모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026

시계열 보유 현황

분기	보유자	Δ	주식 수	보고 가치	신규	청산
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

보유자 수

보유 현황 · Q1 2026

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	BlackRock ✦ (패시브)	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 ✦ (패시브)	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 ✦ (패시브)	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	신규	$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	신규	$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	신규	$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	신규	$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	신규	$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	신규	$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	신규	$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	신규	$253,434	0.0%	New	1	SEC ↗
94	CIBC Asset Management Inc	13.63K	신규	$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	신규	$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

"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.

신규 매수자

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%

청산됨

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

전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 247 보유 기관, 374.36M 주식, $6.58B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.

공동 보유 빈도 높음

이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.

AMZN107공동 보유자 AVGO107공동 보유자 MSFT106공동 보유자 BAC106공동 보유자 BSX106공동 보유자

내부자 거래

공개시장 매수 (P)

당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.

공개시장 매도 (S)

Aug 24 Cavalcanti Guilherme…

Officer · 183.50K 주(sh) · $2.54M

부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론

수익적 소유권

Aug 12 SC 13G: DAVIS SELECTED ADVISERS

원본 SEC 제출 서류 보기 ↗

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

원본 SEC 제출 서류 보기 ↗

출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다. 보고 기간: Q1 2026 · 방법론 · API를 통해 조회

☆ JBS

신규 매수자

청산됨

공개시장 매수 (P)

공개시장 매도 (S)

JBS