MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.1% ·
Aktienfluss -0.4% ·
neue Nettopositionen +6.7%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.08M | -0.1% | $323.80M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.08M | -0.1% | $323.80M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.08M | -0.1% | $323.80M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passiv) | 850.00K | +1.0% | $254.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passiv) | 615.53K | +9.6% | $184.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passiv) | 615.53K | +9.6% | $184.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Millennium Management ✦ | 540.79K | +88.0% | $162.17M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 8 | Norges Bank ✦ (passiv) | 331.67K | 0.0% | $99.46M | 0.0% | Held | 4 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 235.27K | +24.9% | $70.55M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 162.94K | +39.1% | $48.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 113.15K | +212.3% | $33.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 107.78K | +2.3% | $32.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 107.78K | +2.3% | $32.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 60.65K | Neu | $18.19M | 0.1% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 47.48K | -92.9% | $14.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 47.48K | -92.9% | $14.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 40.03K | +1513.4% | $12.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 37.16K | +183.7% | $10.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 37.16K | +183.7% | $10.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 37.16K | +183.7% | $10.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 37.16K | +183.7% | $10.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 37.16K | +183.7% | $10.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fisher Asset Management ✦ | 17.54K | -20.3% | $5.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 4.10K | +58.1% | $1.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Point72 Asset Management | $18.19M | 0.1% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 439 Inhaber, 23.27M Anteile, $3.85B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Officer, Director, 10% owner · 226 Ant. · $49,973
Officer, Director, 10% owner · 978 Ant. · $214,609
Officer, Director, 10% owner · 1.18K Ant. · $256,581
Officer, Director, 10% owner · 1.31K Ant. · $289,635
Officer, Director, 10% owner · 220 Ant. · $47,522
Officer, Director, 10% owner · 1.74K Ant. · $380,074
Officer, Director, 10% owner · 3.83K Ant. · $829,301
Officer, Director, 10% owner · 268 Ant. · $58,308
Officer, Director, 10% owner · 501 Ant. · $108,784
Officer, Director, 10% owner · 3.16K Ant. · $672,019
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik