Catatan efek · kuartal yang diarsipkan
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
126Pemegang yang dilacak
0Δ pemegang
19.22MSaham yang dipegang
$4.13BNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +1.6% · posisi baru bersih +0.8% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasif) | 2.37M | -9.0% | $515.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasif) | 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 ✦ (pasif) | 746.91K | -2.1% | $162.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasif) | 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 ✦ (pasif) | 286.99K | Baru | $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 | Baru | $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" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Norges Bank | $62.37M | 0.0% |
| Marshall Wace | $750,589 | 0.0% |
Telah keluar
| Citadel Advisors | $19.56M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 439 pemegang, 23.27M saham, $3.85B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Pembelian di pasar terbuka (P)
Tidak ada pembelian insider di pasar terbuka dalam jendela cakupan kami.
Penjualan di pasar terbuka (S)
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 978 lbr · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 lbr · $47,522
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K lbr · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 226 lbr · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K lbr · $256,581
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.74K lbr · $380,074
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 3.83K lbr · $829,301
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 268 lbr · $58,308
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 501 lbr · $108,784
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 1.94K lbr · $417,009
Penghargaan, eksekusi, dan pemotongan pajak tidak pernah dihitung sebagai pembelian atau penjualan di sini. Metodologi
Aug 14
SC 13G: BAMCO INC /NY/
Aug 05
SC 13G/A: Mansueto Joseph D
Aug 03
SC 13G/A: Mansueto Daniel
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API