سجل الورقة المالية · ربع مؤرشف
MC
Moelis & Company · Financial Services · Financial - Capital Markets
118الحاملون المتتبعون
+1Δ المساهمون
58.50Mالأسهم المحتفظ بها
$4.02Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +0.9% ·
تدفق الأسهم -1.1% ·
المراكز الجديدة الصافية +1.7%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 286.16K | $16.10M | n/a | −1 |
| Q2 2026 | 104 | -7 | 50.84M | $3.32B | +5 | −14 |
| Q1 2026 | 116 | -2 | 53.30M | $3.03B | +8 | −11 |
| Q4 2025 | 118 | +1 | 58.50M | $4.02B | +3 | −1 |
| Q3 2025 | 17 | 0 | 29.92M | $2.13B | +1 | −2 |
| Q2 2025 | 15 | -4 | 26.54M | $1.65B | n/a | −4 |
| Q1 2025 | 16 | +4 | 8.72M | $508.74M | +4 | n/a |
| Q4 2024 | 12 | +2 | 7.88M | $582.54M | +2 | n/a |
| Q3 2024 | 9 | +1 | 4.65M | $318.28M | +2 | −1 |
| Q2 2024 | 8 | n/a | 3.18M | $180.99M | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 8.81M | -0.1% | $605.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (سلبي) | 8.51M | -2.6% | $584.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Kayne Anderson Rudnick Investment… | 6.03M | n/a | $414.76M | 1.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | Charles Schwab Investment… | 3.19M | n/a | $219.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (سلبي) | 2.86M | -1.0% | $196.35M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 2.68M | n/a | $184.10M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 7 | Geode Capital Management ✦ (سلبي) | 2.09M | +0.1% | $143.38M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 1.88M | +5.0% | $129.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | HighTower Advisors, LLC | 1.39M | n/a | $95.25M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 1.22M | n/a | $83.64M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | JPMorgan Chase ✦ | 1.03M | -46.7% | $70.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 12 | Bank of New York Mellon Corp | 1.00M | n/a | $69.07M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 13 | Wells Fargo & Company/Mn | 940.91K | n/a | $64.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Jennison Associates Llc | 935.53K | n/a | $64.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Balyasny Asset Management L.P. | 885.32K | n/a | $60.86M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 825.72K | +9.9% | $56.76M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 17 | Morgan Stanley ✦ | 813.21K | -2.9% | $55.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 18 | Northern Trust Corp | 786.70K | n/a | $54.08M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 19 | Capital World Investors ✦ | 719.00K | 0.0% | $49.42M | 0.0% | Held | 7 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 687.70K | n/a | $47.27M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 21 | UBS Group AG | 624.41K | n/a | $42.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Norges Bank ✦ (سلبي) | 624.37K | جديد | $42.92M | 0.0% | New | 1 | SEC ↗ |
| 23 | Manufacturers Life Insurance… | 571.17K | n/a | $39.26M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bamco Inc /Ny/ | 513.20K | n/a | $35.28M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Voya Investment Management Llc | 468.55K | n/a | $32.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Fisher Asset Management ✦ | 456.89K | -7.0% | $31.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Royal Bank Of Canada | 453.97K | n/a | $31.21M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 28 | Raymond James Financial Inc | 435.80K | n/a | $29.96M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Wealth Enhancement Advisory… | 381.46K | n/a | $29.22M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Principal Financial Group Inc | 353.87K | n/a | $24.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Artisan Partners Limited Partnership | 344.00K | n/a | $23.65M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 340.86K | n/a | $23.43M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Sei Investments Co | 333.32K | n/a | $22.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Canada Pension Plan Investment Board | 321.80K | n/a | $22.12M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 295.94K | -19.9% | $20.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | Deutsche Bank Ag\ | 252.89K | n/a | $17.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Adage Capital Partners ✦ | 239.90K | جديد | $16.49M | 0.0% | New | 1 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 234.20K | +25.2% | $16.10M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 39 | Nuveen, LLC | 213.60K | n/a | $14.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Tudor Investment Corp Et Al | 207.88K | n/a | $14.29M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Legal & General Group Plc | 199.66K | n/a | $13.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Rhumbline Advisers | 198.19K | n/a | $13.62M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Invesco Ltd. | 193.39K | n/a | $13.29M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 44 | Citadel Advisors ✦ | 188.21K | +282.0% | $12.94M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 45 | UBS AM, a distinct business unit of… | 187.81K | n/a | $12.91M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 46 | Assenagon Asset Management S.A. | 182.15K | n/a | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Swiss National Bank | 146.40K | n/a | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 134.41K | جديد | $9.24M | 0.0% | New | 1 | SEC ↗ |
| 49 | Stifel Financial Corp | 133.47K | n/a | $9.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Barclays Plc | 130.96K | n/a | $9.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Fidelity (FMR) ✦ | 122.64K | -13.2% | $8.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 52 | New York State Common Retirement… | 108.98K | n/a | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Victory Capital Management Inc | 89.08K | n/a | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 88.67K | n/a | $6.10M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Millennium Management ✦ | 87.84K | +2.5% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | First Trust Advisors Lp | 87.67K | n/a | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | First Eagle Investment Management… | 79.30K | n/a | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Holocene Advisors, LP | 73.19K | n/a | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Federated Hermes, Inc. | 72.84K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Prudential Financial Inc | 70.72K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | California State Teachers… | 70.48K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Mirae Asset Global Investments Co.… | 66.90K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | LPL Financial LLC | 63.00K | n/a | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 47.37K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Citigroup Inc | 44.72K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 66 | Hsbc Holdings Plc | 39.45K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 67 | Man Group plc | 35.91K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Janus Henderson Group Plc | 34.63K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 34.52K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Tidal Investments LLC | 33.90K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 33.55K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 32.55K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Quantinno Capital Management LP | 28.84K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 28.21K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 75 | Corient Private Wealth LP | 28.14K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | Ensign Peak Advisors, Inc | 26.78K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | American Century Companies Inc | 25.96K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Universal- Beteiligungs- und… | 22.78K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Cerity Partners LLC | 21.06K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | State Board Of Administration Of… | 19.01K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Mariner, LLC | 15.12K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mercer Global Advisors Inc /Adv | 14.96K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | ProShare Advisors LLC | 14.44K | n/a | $992,261 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Cwm, Llc | 14.19K | n/a | $975,000 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 12.20K | n/a | $838,697 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Cetera Investment Advisers | 12.15K | n/a | $834,956 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 11.52K | n/a | $791,541 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Squarepoint Ops LLC | 11.42K | n/a | $784,805 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Franklin Resources Inc | 11.40K | n/a | $783,635 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 90 | Captrust Financial Advisors | 11.37K | n/a | $781,436 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Us Bancorp \De\ | 10.48K | n/a | $720,326 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 92 | Truist Financial Corp | 10.46K | n/a | $718,955 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Osaic Holdings, Inc. | 8.52K | n/a | $585,470 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Pnc Financial Services Group, Inc. | 7.67K | n/a | $527,272 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Creative Planning | 7.65K | n/a | $525,799 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Commonwealth Equity Services, Llc | 7.58K | n/a | $520,960 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Aviva Plc | 7.47K | n/a | $513,488 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Mml Investors Services, Llc | 6.85K | n/a | $470,912 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | GAMCO Investors ✦ | 6.00K | 0.0% | $412,440 | 0.0% | Held | 4 | SEC ↗ |
| 100 | Mackenzie Financial Corp | 5.42K | n/a | $381,423 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Norges Bank | $42.92M | 0.0% |
| Adage Capital Partners | $16.49M | 0.0% |
| D. E. Shaw & Co. | $9.24M | 0.0% |
تم الخروج
| Two Sigma Investments | $3.09M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 399 المالكون, 78.92M الأسهم, $4.36B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
مشتريات السوق المفتوحة (P)
لا توجد مشتريات داخلية في السوق المفتوحة ضمن نافذة التغطية لدينا.
مبيعات السوق المفتوحة (S)
Aug 27
Shropshire Kenneth
Director · 1.88K سهم · $129,902
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
Jul 16
SC 13G/A: WASATCH ADVISORS LP
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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