Ficha del valor · trimestre archivado
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
126Tenedores rastreados
0Δ titulares
19.22MAcciones mantenidas
$4.13BValor declarado
+2Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.6% · nuevas posiciones netas +0.8% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 31.81K | $6.00M | n/a | n/a |
| Q2 2026 | 119 | -3 | 19.60M | $3.06B | +10 | −14 |
| 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 | n/a | −2 |
| Q2 2025 | 18 | 0 | 9.90M | $3.11B | n/a | n/a |
| Q1 2025 | 15 | +1 | 4.24M | $1.27B | +1 | n/a |
| Q4 2024 | 14 | +1 | 4.26M | $1.43B | +2 | −1 |
| Q3 2024 | 12 | +1 | 3.32M | $1.06B | +1 | n/a |
| Q2 2024 | 11 | n/a | 3.07M | $909.04M | n/a | n/a |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 2.37M | -9.0% | $515.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 3 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 4 | Bamco Inc /Ny/ | 1.24M | n/a | $269.85M | 0.7% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.14M | +85.4% | $246.91M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 6 | AQR Capital Management ✦ | 900.30K | +48.0% | $195.64M | 0.1% | ▲ Add | 7 | SEC ↗ ×6 |
| 7 | State Street Global Advisors ✦ (pasivo) | 746.91K | -2.1% | $162.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 596.98K | -3.1% | $129.75M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | Dimensional Fund Advisors Lp | 471.97K | n/a | $102.57M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | Jane Street Group, Llc | 424.27K | n/a | $92.20M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 11 | Two Sigma Investments ✦ | 382.45K | +33.6% | $83.11M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 13 | Massachusetts Financial Services Co… | 361.69K | n/a | $78.60M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Millennium Management ✦ | 343.83K | +15.1% | $74.72M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 323.77K | -29.7% | $70.36M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 16 | UBS Group AG | 295.35K | n/a | $64.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Norges Bank ✦ (pasivo) | 286.99K | Nuevo | $62.37M | 0.0% | New | 1 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 285.10K | -1.9% | $61.95M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Invesco Ltd. | 272.00K | n/a | $59.11M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 20 | Qube Research & Technologies Ltd | 242.29K | n/a | $52.65M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Charles Schwab Investment… | 189.93K | n/a | $41.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 188.76K | n/a | $41.02M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Kayne Anderson Rudnick Investment… | 187.93K | n/a | $40.84M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 24 | Northern Trust Corp | 176.61K | n/a | $38.38M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 25 | Bank of New York Mellon Corp | 169.96K | n/a | $36.93M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 26 | Bank Of America Corp /De/ | 164.31K | n/a | $35.71M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 27 | Fidelity (FMR) ✦ | 149.02K | -23.0% | $32.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Point72 Asset Management ✦ | 145.92K | +186.6% | $31.71M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 29 | Focus Partners Wealth | 136.90K | n/a | $29.75M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Hrt Financial Lp | 128.96K | n/a | $28.02M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 113.82K | +15.6% | $24.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Gotham Asset Management ✦ | 100.28K | +314.6% | $21.79M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 33 | Principal Financial Group Inc | 88.07K | n/a | $19.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Envestnet Asset Management Inc | 85.97K | n/a | $18.68M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Nordea Investment Management Ab | 76.52K | n/a | $16.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Nuveen, LLC | 71.09K | n/a | $15.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | UBS AM, a distinct business unit of… | 69.03K | n/a | $15.00M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 38 | Corient Private Wealth LP | 282.51K | n/a | $13.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | First Trust Advisors Lp | 64.17K | n/a | $13.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Rhumbline Advisers | 63.23K | n/a | $13.74M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Sei Investments Co | 59.27K | n/a | $12.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Janus Henderson Group Plc | 57.59K | n/a | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Swiss National Bank | 50.00K | n/a | $10.87M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 48.27K | n/a | $10.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Prudential Financial Inc | 42.16K | n/a | $9.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Legal & General Group Plc | 39.09K | n/a | $8.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | California Public Employees… | 35.47K | n/a | $7.71M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Squarepoint Ops LLC | 34.27K | n/a | $7.45M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Nova Scotia | 34.20K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Raymond James Financial Inc | 30.78K | n/a | $6.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Creative Planning | 29.58K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | BNP Paribas Asset Management… | 26.84K | n/a | $5.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Alliancebernstein L.P. | 26.22K | n/a | $5.70M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | California State Teachers… | 25.41K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Healthcare Of Ontario Pension Plan… | 23.60K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Barclays Plc | 23.25K | n/a | $5.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 57 | D. E. Shaw & Co. ✦ | 22.77K | -22.5% | $4.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | Wells Fargo & Company/Mn | 22.76K | n/a | $4.95M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 59 | State Board Of Administration Of… | 22.68K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 21.78K | -67.7% | $4.73M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 61 | Hsbc Holdings Plc | 19.84K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 62 | Ameriprise Financial Inc | 19.78K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 63 | Bnp Paribas Financial Markets | 19.76K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Canada Pension Plan Investment Board | 18.90K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 17.81K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 66 | Manufacturers Life Insurance… | 17.78K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Mariner, LLC | 16.98K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cerity Partners LLC | 16.68K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 69 | Allianz Asset Management GmbH | 16.59K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 70 | Stifel Financial Corp | 13.48K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 71 | Mml Investors Services, Llc | 13.25K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Connor, Clark & Lunn Investment… | 13.04K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | HighTower Advisors, LLC | 12.91K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Cwm, Llc | 12.82K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | New York State Common Retirement… | 12.64K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Citigroup Inc | 12.39K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 77 | Lazard Asset Management Llc | 11.92K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Voya Investment Management Llc | 11.69K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Captrust Financial Advisors | 11.54K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Wealth Enhancement Advisory… | 11.20K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | LPL Financial LLC | 10.18K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mercer Global Advisors Inc /Adv | 10.06K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Man Group plc | 9.54K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | State Of Wisconsin Investment Board | 8.91K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Universal- Beteiligungs- und… | 8.76K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Royal Bank Of Canada | 8.75K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 87 | Russell Investments Group, Ltd. | 8.45K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 88 | Us Bancorp \De\ | 7.97K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 89 | Truist Financial Corp | 7.91K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Zurcher Kantonalbank (Zurich… | 7.67K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Loomis Sayles & Co L P | 7.63K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Ensign Peak Advisors, Inc | 6.47K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Cetera Investment Advisers | 5.86K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 4.82K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Tudor Investment Corp Et Al | 4.71K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Pictet Asset Management Holding SA | 3.88K | n/a | $843,380 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Victory Capital Management Inc | 3.54K | n/a | $768,843 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Daiwa Securities Group Inc. | 3.50K | n/a | $761,000 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Marshall Wace ✦ | 3.45K | Nuevo | $750,589 | 0.0% | New | 1 | SEC ↗ |
| 100 | Capstone Investment Advisors, Llc | 3.05K | n/a | $662,578 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Norges Bank | $62.37M | 0.0% |
| Marshall Wace | $750,589 | 0.0% |
Posición cerrada
| Citadel Advisors | $19.56M | era 0.0% |
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.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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)
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 978 acc. · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 acc. · $47,522
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K acc. · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 226 acc. · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K acc. · $256,581
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.74K acc. · $380,074
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 3.83K acc. · $829,301
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 268 acc. · $58,308
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 501 acc. · $108,784
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 1.94K acc. · $417,009
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 14
SC 13G: BAMCO INC /NY/
Aug 05
SC 13G/A: Mansueto Joseph D
Aug 03
SC 13G/A: Mansueto Daniel
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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