Registro do valor mobiliário · trimestre arquivado
MC
Moelis & Company · Financial Services · Financial - Capital Markets
116Detentores rastreados
-2Δ titulares
53.30MAções mantidas
$3.03BValor reportado
+8Novas posições
−11Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -1.7% ·
fluxo de ações +1.2% ·
novas posições líquidas -2.6%
· fórmula
Acumulação concentrada: participações crescentes entre um número menor de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 286.33K | $16.11M | n/a | n/a |
| Q2 2026 | 106 | -8 | 52.79M | $3.45B | +5 | −12 |
| 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 |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 8.80M | -0.1% | $501.72M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Kayne Anderson Rudnick Investment… | 5.78M | -4.2% | $329.33M | 1.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Vanguard Capital Management Llc | 3.32M | n/a | $188.96M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passivo) | 2.92M | +2.3% | $166.50M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Charles Schwab Investment… | 2.70M | -15.4% | $154.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passivo) | 2.17M | +4.0% | $123.67M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 2.15M | -19.8% | $122.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | HighTower Advisors, LLC | 1.79M | +28.8% | $101.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 1.76M | -6.5% | $100.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Dimensional Fund Advisors Lp | 1.28M | +5.0% | $72.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Jones Financial Companies Lllp | 1.29M | +55574.7% | $70.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Nomura Asset Management… | 1.19M | Novo | $68.05M | 0.1% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.18M | +14.8% | $64.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 14 | Fisher Asset Management ✦ | 1.03M | +125.1% | $58.63M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 993.90K | -1.1% | $56.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 16 | Morgan Stanley ✦ | 948.99K | +16.7% | $54.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 17 | Wells Fargo & Company/Mn | 927.73K | -1.4% | $52.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Northern Trust Corp | 810.47K | +3.0% | $46.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Jennison Associates Llc | 792.62K | -15.3% | $45.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Capital World Investors ✦ | 719.00K | 0.0% | $40.98M | 0.0% | Held | 8 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 693.81K | +0.9% | $39.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 22 | Royal Bank Of Canada | 649.72K | +43.1% | $37.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 23 | Manufacturers Life Insurance… | 566.15K | -0.9% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS Group AG | 470.99K | -24.6% | $26.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Raymond James Financial Inc | 463.51K | +6.4% | $26.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Envestnet Asset Management Inc | 387.66K | +13.7% | $22.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | New York State Common Retirement… | 370.22K | +239.7% | $21.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Voya Investment Management Llc | 367.94K | -21.5% | $20.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Principal Financial Group Inc | 361.86K | +2.3% | $20.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | AQR Capital Management ✦ | 348.38K | +48.8% | $19.86M | 0.0% | ▲ Add | 6 | SEC ↗ ×7 |
| 31 | Sei Investments Co | 326.36K | -2.1% | $18.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Deutsche Bank Ag\ | 302.27K | +19.5% | $17.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Canada Pension Plan Investment Board | 285.40K | -11.3% | $16.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 283.53K | -25.7% | $15.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Arrowstreet Capital ✦ | 273.95K | Novo | $15.62M | 0.0% | New | 1 | SEC ↗ |
| 36 | Millennium Management ✦ | 248.16K | +182.5% | $14.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | T. Rowe Price ✦ | 237.32K | -71.3% | $13.53M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 38 | Renaissance Technologies ✦ | 219.50K | -25.8% | $12.51M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 39 | Rhumbline Advisers | 206.17K | +4.0% | $11.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Invesco Ltd. | 205.54K | +6.3% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 41 | Nuveen, LLC | 200.48K | -6.1% | $11.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Legal & General Group Plc | 186.12K | -6.8% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | Stifel Financial Corp | 168.78K | +26.5% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Bamco Inc /Ny/ | 163.20K | -68.2% | $9.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 154.57K | -17.7% | $8.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 46 | Swiss National Bank | 146.40K | 0.0% | $8.34M | 0.0% | Held | 2 | SEC ↗ |
| 47 | Artisan Partners Limited Partnership | 128.40K | -62.7% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 124.94K | +1.9% | $7.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 49 | Tudor Investment Corp Et Al | 117.40K | -43.5% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Alliancebernstein L.P. | 96.27K | +8.6% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Victory Capital Management Inc | 113.45K | +27.4% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 88.35K | +156.0% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | California State Teachers… | 87.89K | +24.7% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 87.53K | +203.6% | $4.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | First Trust Advisors Lp | 84.17K | -4.0% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Federated Hermes, Inc. | 81.27K | +11.6% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Prudential Financial Inc | 75.75K | +7.1% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | First Eagle Investment Management… | 75.10K | -5.3% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | American Century Companies Inc | 73.22K | +182.0% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | LPL Financial LLC | 65.79K | +4.4% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 62.91K | -66.6% | $3.59M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 62 | Universal- Beteiligungs- und… | 62.70K | +175.2% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Bnp Paribas Financial Markets | 56.58K | +73.8% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Corient Private Wealth LP | 57.62K | +104.8% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Mirae Asset Global Investments Co.… | 51.79K | -22.6% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 50.80K | +316.4% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 67 | Barclays Plc | 49.59K | -62.1% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 68 | Hsbc Holdings Plc | 48.91K | +24.0% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Neuberger Berman Group LLC | 46.31K | -2.2% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Qube Research & Technologies Ltd | 42.69K | Novo | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 71 | Two Sigma Investments ✦ | 42.00K | Novo | $2.39M | 0.0% | New | 1 | SEC ↗ |
| 72 | Fifth Third Bancorp | 38.95K | +9022.5% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Tidal Investments LLC | 36.58K | +7.9% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Marshall Wace ✦ | 35.85K | Novo | $2.04M | 0.0% | New | 1 | SEC ↗ ×2 |
| 75 | Janus Henderson Group Plc | 34.63K | 0.0% | $1.97M | 0.0% | Held | 2 | SEC ↗ |
| 76 | Man Group plc | 33.89K | -5.6% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Zurcher Kantonalbank (Zurich… | 32.27K | -3.8% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 28.19K | -0.1% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 79 | Mariner, LLC | 25.73K | +70.2% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Ensign Peak Advisors, Inc | 23.54K | -12.1% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Cerity Partners LLC | 22.15K | +5.2% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 82 | Peak6 Llc | 21.30K | Novo | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 83 | State Board Of Administration Of… | 19.01K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 84 | Mercer Global Advisors Inc /Adv | 18.20K | +21.6% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Cwm, Llc | 16.97K | +19.6% | $967,468 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Captrust Financial Advisors | 13.58K | +19.5% | $774,083 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Franklin Resources Inc | 13.07K | +14.6% | $744,762 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 88 | Cetera Investment Advisers | 12.63K | +4.0% | $720,212 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Us Bancorp \De\ | 12.48K | +19.1% | $711,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Citigroup Inc | 12.41K | -72.3% | $707,199 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 91 | Pictet Asset Management Holding SA | 12.22K | +6.1% | $696,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | ProShare Advisors LLC | 11.56K | -19.9% | $659,034 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 9.94K | +29.5% | $566,380 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 94 | Truist Financial Corp | 9.92K | -5.2% | $565,377 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 95 | Creative Planning | 9.71K | +27.0% | $553,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Capstone Investment Advisors, Llc | 8.44K | +120.4% | $480,852 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Focus Partners Wealth | 7.79K | +55.0% | $448,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Osaic Holdings, Inc. | 7.78K | -8.6% | $443,559 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 99 | Aviva Plc | 7.70K | +3.0% | $438,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Healthcare Of Ontario Pension Plan… | 7.49K | Novo | $427,158 | 0.0% | New | 1 | SEC ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nomura Asset Management… | $68.05M | 0.1% |
| Arrowstreet Capital | $15.62M | 0.0% |
| Qube Research & Technologies… | $2.43M | 0.0% |
| Two Sigma Investments | $2.39M | 0.0% |
| Marshall Wace | $2.04M | 0.0% |
| Peak6 Llc | $1.21M | 0.0% |
| Healthcare Of Ontario Pension… | $427,158 | 0.0% |
Encerrado
| Balyasny Asset Management L.P. | $60.86M | era 0.1% |
| Norges Bank | $42.92M | era 0.0% |
| Adage Capital Partners | $16.49M | era 0.0% |
| Assenagon Asset Management… | $12.52M | era 0.0% |
| D. E. Shaw & Co. | $9.24M | era 0.0% |
| Holocene Advisors, LP | $5.03M | era 0.0% |
| Squarepoint Ops LLC | $784,805 | era 0.0% |
| Mackenzie Financial Corp | $381,423 | era 0.0% |
| Brown Advisory Inc | $214,595 | era 0.0% |
| Hrt Financial Lp | $206,000 | era 0.0% |
| Danske Bank A/S | $6,874 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 399 detentores, 78.92M ações, $4.36B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Aug 27
Shropshire Kenneth
Director · 1.88K ações · $129,902
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Jul 16
SC 13G/A: WASATCH ADVISORS LP
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
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