MBIN
Merchants Bancorp · Financial Services · Banks - Regional
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones +6.7% ·
nuevas posiciones netas +7.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 71 | +4 | 14.40M | $719.86M | +7 | −3 |
| Q1 2026 | 70 | -1 | 14.25M | $611.41M | +9 | −10 |
| Q4 2025 | 71 | 0 | 12.20M | $415.73M | — | — |
| Q3 2025 | 16 | 0 | 6.20M | $197.29M | — | — |
| Q2 2025 | 13 | +1 | 5.19M | $171.53M | +1 | — |
| Q1 2025 | 9 | -2 | 1.62M | $59.95M | — | −2 |
| Q4 2024 | 11 | +2 | 1.89M | $68.86M | +2 | — |
| Q3 2024 | 8 | -3 | 1.19M | $53.60M | +1 | −4 |
| Q2 2024 | 11 | — | 1.62M | $65.73M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 1.85M | — | $61.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 1.36M | — | $44.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (pasivo) | 1.36M | — | $44.84M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 1.36M | — | $44.84M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 1.36M | — | $44.84M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 1.36M | — | $44.84M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Geode Capital Management ✦ (pasivo) | 681.49K | +17.4% | $22.54M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Geode Capital Management ✦ (pasivo) | 681.49K | +17.4% | $22.54M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (pasivo) | 530.15K | +14.9% | $17.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 281.07K | -5.6% | $9.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Marshall Wace ✦ | 281.07K | -5.6% | $9.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Marshall Wace ✦ | 281.07K | -5.6% | $9.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Millennium Management ✦ | 154.92K | +663.9% | $5.12M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 101.53K | +0.2% | $3.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 64.29K | +72.1% | $2.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 63.53K | -14.1% | $2.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 63.53K | -14.1% | $2.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 63.53K | -14.1% | $2.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 63.53K | -14.1% | $2.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 63.53K | -14.1% | $2.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 33.40K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 33.40K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 33.00K | +10.4% | $1.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | T. Rowe Price ✦ | 21.34K | +28.6% | $706,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 10.92K | Nuevo | $361,124 | 0.0% | New | 1 | 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
| Two Sigma Investments | $361,124 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 175 tenedores, 45.46M acciones, $1.97B 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.