LKQ
LKQ Corporation · Consumer Cyclical · Auto - Parts
Données momentum (gérants comparables) :
étendue des détenteurs -23.5% ·
flux d'actions -0.5% ·
nouvelles positions nettes -20.0%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 131 | +8 | 166.18M | $4.38B | +12 | −3 |
| Q1 2026 | 125 | +2 | 176.67M | $5.18B | +9 | −8 |
| Q4 2025 | 124 | -2 | 184.69M | $5.58B | +2 | −3 |
| Q3 2025 | 19 | +4 | 88.16M | $2.69B | +5 | −2 |
| Q2 2025 | 13 | -4 | 82.49M | $3.05B | — | −4 |
| Q1 2025 | 14 | -1 | 26.41M | $1.12B | +1 | −2 |
| Q4 2024 | 15 | 0 | 28.49M | $1.05B | +1 | −1 |
| Q3 2024 | 14 | +2 | 20.57M | $820.44M | +2 | — |
| Q2 2024 | 12 | — | 23.52M | $977.54M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 30.74M | — | $1.14B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 30.74M | — | $1.14B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 30.74M | — | $1.14B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 30.74M | — | $1.14B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 30.74M | — | $1.14B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 23.00M | — | $851.16M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passif) | 11.64M | +2.4% | $430.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passif) | 6.97M | +1.7% | $256.94M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passif) | 6.97M | +1.7% | $256.94M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Norges Bank ✦ (passif) | 2.94M | -10.0% | $108.76M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.74M | — | $101.26M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.74M | — | $101.26M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.74M | — | $101.26M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wellington Management ✦ | 1.31M | +0.7% | $48.48M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Wellington Management ✦ | 1.31M | +0.7% | $48.48M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Wellington Management ✦ | 1.31M | +0.7% | $48.48M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Capital World Investors ✦ | 1.23M | +11.7% | $45.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Arrowstreet Capital ✦ | 738.13K | +41.0% | $27.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 547.52K | +405.3% | $20.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 547.52K | +405.3% | $20.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 547.52K | +405.3% | $20.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 547.52K | +405.3% | $20.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 377.07K | +0.5% | $13.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 377.07K | +0.5% | $13.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Gotham Asset Management ✦ | 229.31K | -54.1% | $8.49M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 30.71K | -95.4% | $1.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Millennium Management | $7.69M | était 0.0% |
| Adage Capital Partners | $5.42M | était 0.0% |
| Bridgewater Associates | $1.81M | était 0.0% |
| Citadel Advisors | $539,237 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 544 détenteurs, 278.62M actions, $7.97B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.