MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -3 | 19.56M | $3.05B | +10 | −12 |
| Q1 2026 | 126 | -1 | 18.00M | $3.04B | +7 | −9 |
| Q4 2025 | 126 | 0 | 19.22M | $4.13B | +2 | −1 |
| Q3 2025 | 19 | -1 | 12.09M | $2.80B | — | −2 |
| Q2 2025 | 18 | 0 | 9.90M | $3.11B | — | — |
| Q1 2025 | 15 | +1 | 4.24M | $1.27B | +1 | — |
| Q4 2024 | 14 | +1 | 4.26M | $1.43B | +2 | −1 |
| Q3 2024 | 12 | +1 | 3.32M | $1.06B | +1 | — |
| Q2 2024 | 11 | — | 3.07M | $909.04M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 945.35K | — | $279.68M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 945.35K | — | $279.68M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 945.35K | — | $279.68M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 684.74K | — | $202.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 684.74K | — | $202.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 486.97K | — | $144.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 486.97K | — | $144.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Norges Bank ✦ (pasivo) | 324.44K | — | $95.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Millennium Management ✦ | 320.19K | — | $94.73M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 176.87K | — | $52.33M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 85.91K | — | $25.42M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 20.01K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 15.23K | — | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 6.38K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 6.38K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 6.38K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 4.36K | — | $1.29M | 0.0% | n/c | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 439 tenedores, 23.27M acciones, $3.85B 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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director, 10% owner · 226 acc. · $49,973
Officer, Director, 10% owner · 978 acc. · $214,609
Officer, Director, 10% owner · 1.18K acc. · $256,581
Officer, Director, 10% owner · 1.31K acc. · $289,635
Officer, Director, 10% owner · 220 acc. · $47,522
Officer, Director, 10% owner · 1.74K acc. · $380,074
Officer, Director, 10% owner · 3.83K acc. · $829,301
Officer, Director, 10% owner · 268 acc. · $58,308
Officer, Director, 10% owner · 501 acc. · $108,784
Officer, Director, 10% owner · 3.16K acc. · $672,019
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología