MAS
Masco Corporation · Basic Materials · Construction Materials
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones +2.7% ·
nuevas posiciones netas -6.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 164 | +6 | 147.46M | $11.99B | +9 | −2 |
| Q1 2026 | 160 | 0 | 145.13M | $8.74B | +5 | −6 |
| Q4 2025 | 159 | -4 | 167.10M | $10.60B | +1 | −4 |
| Q3 2025 | 25 | +4 | 90.97M | $6.40B | +4 | −1 |
| Q2 2025 | 19 | +1 | 80.22M | $5.16B | +1 | — |
| Q1 2025 | 15 | 0 | 30.44M | $2.11B | — | — |
| Q4 2024 | 15 | -1 | 28.93M | $2.10B | — | −1 |
| Q3 2024 | 15 | +1 | 17.87M | $1.50B | +1 | — |
| Q2 2024 | 14 | — | 17.95M | $1.20B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 10.30M | — | $747.62M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Harris Associates (Oakmark) ✦ | 6.37M | -3.7% | $462.62M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 3 | Harris Associates (Oakmark) ✦ | 6.37M | -3.7% | $462.62M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 5.13M | +1.2% | $371.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 5.13M | +1.2% | $371.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 1.78M | -0.7% | $129.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Capital World Investors ✦ | 1.62M | 0.0% | $117.93M | 0.0% | Held | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 880.05K | +7.7% | $63.86M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 880.05K | +7.7% | $63.86M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 880.05K | +7.7% | $63.86M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 880.05K | +7.7% | $63.86M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 880.05K | +7.7% | $63.86M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 694.27K | +33.0% | $50.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Millennium Management ✦ | 555.16K | +94.0% | $40.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 397.30K | +14.9% | $28.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Marshall Wace ✦ | 372.86K | +757.2% | $27.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 372.86K | +757.2% | $27.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Marshall Wace ✦ | 372.86K | +757.2% | $27.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 316.94K | +1.4% | $23.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 316.94K | +1.4% | $23.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 302.13K | +4.3% | $21.93M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 133.78K | +1612.1% | $9.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 133.78K | +1612.1% | $9.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 48.99K | +11.6% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 48.99K | +11.6% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 13.03K | -66.5% | $945,442 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Bridgewater Associates | $4.76M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 829 tenedores, 192.30M acciones, $10.89B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.