Запись по ценной бумаге · архивный квартал
KB
KB Financial Group Inc. · Financial Services · Banks - Regional
94Отслеживаемые держатели
+7Δ держателей
16.02MАкций в держании
$1.60BОтчётная стоимость
+11Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +8.0% ·
поток акций +1.1% ·
новые чистые позиции +7.4%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 91 | 0 | 17.91M | $1.88B | +7 | −9 |
| Q1 2026 | 94 | +7 | 16.02M | $1.60B | +11 | −4 |
| Q4 2025 | 86 | +2 | 15.77M | $1.36B | +2 | — |
| Q3 2025 | 15 | 0 | 4.86M | $402.85M | — | — |
| Q2 2025 | 12 | 0 | 3.49M | $287.92M | +1 | −1 |
| Q1 2025 | 9 | +2 | 1.73M | $93.56M | +2 | — |
| Q4 2024 | 7 | -3 | 1.52M | $86.23M | — | −3 |
| Q3 2024 | 10 | +2 | 1.64M | $37.92M | +3 | −1 |
| Q2 2024 | 8 | — | 1.49M | $84.55M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 2.51M | -2.8% | $250.27M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (пассивный) | 2.21M | +26.7% | $220.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 3 | Lazard Asset Management Llc | 1.46M | +2.8% | $145.36M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.15M | +6.6% | $114.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 5 | Bank Of America Corp /De/ | 1.07M | +20.3% | $106.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | American Century Companies Inc | 1.04M | +10.6% | $103.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Northern Trust Corp | 896.25K | -1.1% | $89.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | BNP Paribas Asset Management… | 526.93K | +169.6% | $52.55M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Connor, Clark & Lunn Investment… | 411.66K | -29.2% | $41.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 399.55K | -50.7% | $39.85M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 11 | Royal Bank Of Canada | 342.24K | +18.7% | $34.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Vanguard Capital Management Llc | 292.37K | — | $29.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Nomura Asset Management… | 250.89K | +0.5% | $25.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wcm Investment Management, Llc | 251.20K | Новый | $24.50M | 0.1% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 238.75K | +37.8% | $23.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 215.89K | +23.3% | $21.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Two Sigma Investments ✦ | 198.47K | +8.3% | $19.79M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | Creative Planning | 184.04K | +28.2% | $18.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Invesco Ltd. | 160.79K | -19.2% | $16.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | UBS Group AG | 151.49K | +64.8% | $15.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 21 | Wells Fargo & Company/Mn | 119.41K | +0.8% | $11.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Marshall Wace ✦ | 117.20K | +2.4% | $11.69M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 105.01K | +28749.7% | $10.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 101.81K | +39.0% | $10.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Capital International Investors | 86.61K | -88.6% | $8.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Harris Associates (Oakmark) ✦ | 83.47K | +2579.7% | $8.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Schroder Investment Management Group | 79.43K | — | $7.75M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | Boston Partners | 75.48K | -24.3% | $7.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wellington Management ✦ | 74.77K | -19.2% | $7.46M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 30 | Hsbc Holdings Plc | 69.94K | -55.6% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 31 | Capital Research Global Investors | 60.49K | -2.7% | $5.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 51.82K | +7.5% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Citigroup Inc | 49.58K | -7.8% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Citadel Advisors ✦ | 42.30K | -23.6% | $4.22M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 35 | Victory Capital Management Inc | 40.47K | +6.5% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Sei Investments Co | 40.27K | +49.9% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | LPL Financial LLC | 40.12K | +317.8% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Cerity Partners LLC | 38.21K | +15.9% | $3.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Voya Investment Management Llc | 37.76K | -30.1% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 36.96K | Новый | $3.69M | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 35.52K | +7.7% | $3.54M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 42 | Rhumbline Advisers | 34.33K | +23.2% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mariner, LLC | 33.79K | +7.8% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Millennium Management ✦ | 31.77K | -27.5% | $3.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | Raymond James Financial Inc | 29.87K | -81.3% | $2.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 46 | Rockefeller Capital Management L.P. | 26.46K | +48.0% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 47 | Us Bancorp \De\ | 26.43K | +10.7% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | Capital World Investors ✦ | 26.47K | -2.7% | $2.58M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 25.41K | -68.8% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Captrust Financial Advisors | 24.59K | +156.8% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Grantham, Mayo, Van Otterloo & Co.… | 23.57K | -14.2% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Cetera Investment Advisers | 23.46K | +127.8% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Corient Private Wealth LP | 22.15K | -37.8% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | JPMorgan Chase ✦ | 22.04K | -60.1% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 55 | Bank Julius Baer & Co. Ltd, Zurich | 21.33K | -6.7% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | First Trust Advisors Lp | 20.30K | +72.7% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Amundi | 19.32K | -4.0% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 18.34K | +4.4% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 59 | Bank of New York Mellon Corp | 16.32K | -18.6% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 60 | AQR Capital Management ✦ | 16.11K | +13.3% | $1.61M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 61 | Mml Investors Services, Llc | 12.52K | +151.5% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Barclays Plc | 12.44K | +5851.2% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Royal London Asset Management Ltd | 11.66K | -3.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Ameriprise Financial Inc | 11.01K | +8.5% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Focus Partners Wealth | 10.54K | +11.9% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 10.43K | +2.6% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Stifel Financial Corp | 10.32K | -61.8% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Osaic Holdings, Inc. | 10.32K | +20.2% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 69 | Russell Investments Group, Ltd. | 10.22K | -29.4% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Massachusetts Financial Services Co… | 9.81K | +279.0% | $978,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Bnp Paribas Financial Markets | 9.71K | -49.5% | $968,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Jane Street Group, Llc | 8.55K | +131.0% | $853,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | HighTower Advisors, LLC | 8.44K | +45.0% | $842,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Fifth Third Bancorp | 7.95K | +0.1% | $792,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Truist Financial Corp | 6.95K | Новый | $693,023 | 0.0% | New | 1 | SEC ↗ ×2 |
| 76 | Neuberger Berman Group LLC | 6.92K | +81.2% | $690,132 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Wealth Enhancement Advisory… | 6.59K | -76.4% | $656,199 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Franklin Resources Inc | 6.05K | -23.6% | $603,566 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Squarepoint Ops LLC | 5.66K | Новый | $564,771 | 0.0% | New | 1 | SEC ↗ |
| 80 | Hrt Financial Lp | 4.83K | Новый | $481,000 | 0.0% | New | 1 | SEC ↗ |
| 81 | Deutsche Bank Ag\ | 4.73K | -88.1% | $471,324 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 82 | Allspring Global Investments… | 4.53K | +33.6% | $456,659 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 83 | Brown Advisory Inc | 3.95K | Новый | $393,734 | 0.0% | New | 1 | SEC ↗ |
| 84 | UBS AM, a distinct business unit of… | 3.59K | +473.1% | $358,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | TD Waterhouse Canada Inc. | 3.52K | Новый | $354,641 | 0.0% | New | 1 | SEC ↗ |
| 86 | State Street Global Advisors ✦ (пассивный) | 3.02K | Новый | $300,686 | 0.0% | New | 1 | SEC ↗ |
| 87 | Pacer Advisors, Inc. | 2.86K | +2.9% | $265,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Cwm, Llc | 2.39K | +6.5% | $238,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | T. Rowe Price ✦ | 2.35K | Новый | $235,000 | 0.0% | New | 1 | SEC ↗ |
| 90 | Geode Capital Management ✦ (пассивный) | 2.20K | Новый | $219,106 | 0.0% | New | 1 | SEC ↗ |
| 91 | Assetmark, Inc | 1.14K | +20.0% | $113,313 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Northwestern Mutual Wealth… | 850 | -9.4% | $84,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Group One Trading Llc | 100 | Новый | $9,973 | 0.0% | New | 1 | SEC ↗ |
| 94 | National Bank Of Canada /Fi/ | 69 | 0.0% | $6,876 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Wcm Investment Management, Llc | $24.50M | 0.1% |
| Qube Research & Technologies… | $3.69M | 0.0% |
| Truist Financial Corp | $693,023 | 0.0% |
| Squarepoint Ops LLC | $564,771 | 0.0% |
| Hrt Financial Lp | $481,000 | 0.0% |
| Brown Advisory Inc | $393,734 | 0.0% |
| TD Waterhouse Canada Inc. | $354,641 | 0.0% |
| State Street Global Advisors | $300,686 | 0.0% |
| T. Rowe Price | $235,000 | 0.0% |
| Geode Capital Management | $219,106 | 0.0% |
| Group One Trading Llc | $9,973 | 0.0% |
Закрыто
| Point72 Asset Management | $7.64M | составлял 0.0% |
| Susquehanna International… | $670,252 | составлял 0.0% |
| Commonwealth Equity Services… | $557,930 | составлял 0.0% |
| Walleye Trading LLC | $244,268 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1 держатели, 9.44K акции, $900,984 отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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