Запись по ценной бумаге · архивный квартал
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
126Отслеживаемые держатели
0Δ держателей
19.22MАкций в держании
$4.13BОтчётная стоимость
+2Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций +1.6% · новые чистые позиции +0.8% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 2.37M | -9.0% | $515.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (пассивный) | 2.37M | -9.0% | $515.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (пассивный) | 2.37M | -9.0% | $515.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (пассивный) | 2.37M | -9.0% | $515.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (пассивный) | 2.37M | -9.0% | $515.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | BlackRock ✦ (пассивный) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bamco Inc /Ny/ | 1.24M | — | $269.85M | 0.7% | n/c | 1 | SEC ↗ |
| 36 | Wellington Management ✦ | 1.14M | +85.4% | $246.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Wellington Management ✦ | 1.14M | +85.4% | $246.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | Wellington Management ✦ | 1.14M | +85.4% | $246.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | Wellington Management ✦ | 1.14M | +85.4% | $246.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | Wellington Management ✦ | 1.14M | +85.4% | $246.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 41 | Wellington Management ✦ | 1.14M | +85.4% | $246.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 900.30K | +48.0% | $195.64M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 900.30K | +48.0% | $195.64M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 900.30K | +48.0% | $195.64M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 900.30K | +48.0% | $195.64M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 900.30K | +48.0% | $195.64M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 900.30K | +48.0% | $195.64M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 48 | State Street Global Advisors ✦ (пассивный) | 746.91K | -2.1% | $162.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Geode Capital Management ✦ (пассивный) | 596.98K | -3.1% | $129.75M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 50 | Geode Capital Management ✦ (пассивный) | 596.98K | -3.1% | $129.75M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 51 | Dimensional Fund Advisors Lp | 471.97K | — | $102.57M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Dimensional Fund Advisors Lp | 471.97K | — | $102.57M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Dimensional Fund Advisors Lp | 471.97K | — | $102.57M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Dimensional Fund Advisors Lp | 471.97K | — | $102.57M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Dimensional Fund Advisors Lp | 471.97K | — | $102.57M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Jane Street Group, Llc | 424.27K | — | $92.20M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Jane Street Group, Llc | 424.27K | — | $92.20M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | Jane Street Group, Llc | 424.27K | — | $92.20M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Two Sigma Investments ✦ | 382.45K | +33.6% | $83.11M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Massachusetts Financial Services Co… | 361.69K | — | $78.60M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Massachusetts Financial Services Co… | 361.69K | — | $78.60M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Massachusetts Financial Services Co… | 361.69K | — | $78.60M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Massachusetts Financial Services Co… | 361.69K | — | $78.60M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Massachusetts Financial Services Co… | 361.69K | — | $78.60M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Massachusetts Financial Services Co… | 361.69K | — | $78.60M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Millennium Management ✦ | 343.83K | +15.1% | $74.72M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 78 | Renaissance Technologies ✦ | 323.77K | -29.7% | $70.36M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 79 | UBS Group AG | 295.35K | — | $64.18M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | UBS Group AG | 295.35K | — | $64.18M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Norges Bank ✦ (пассивный) | 286.99K | Новый | $62.37M | 0.0% | New | 1 | SEC ↗ |
| 82 | Arrowstreet Capital ✦ | 285.10K | -1.9% | $61.95M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 83 | Invesco Ltd. | 272.00K | — | $59.11M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Invesco Ltd. | 272.00K | — | $59.11M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Invesco Ltd. | 272.00K | — | $59.11M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Invesco Ltd. | 272.00K | — | $59.11M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Invesco Ltd. | 272.00K | — | $59.11M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Qube Research & Technologies Ltd | 242.29K | — | $52.65M | 0.1% | n/c | 1 | SEC ↗ |
| 89 | Charles Schwab Investment… | 189.93K | — | $41.27M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Quantinno Capital Management LP | 188.76K | — | $41.02M | 0.1% | n/c | 1 | SEC ↗ |
| 91 | Kayne Anderson Rudnick Investment… | 187.93K | — | $40.84M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | Kayne Anderson Rudnick Investment… | 187.93K | — | $40.84M | 0.1% | n/c | 1 | SEC ↗ |
| 93 | Northern Trust Corp | 176.61K | — | $38.38M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Northern Trust Corp | 176.61K | — | $38.38M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Northern Trust Corp | 176.61K | — | $38.38M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Northern Trust Corp | 176.61K | — | $38.38M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Northern Trust Corp | 176.61K | — | $38.38M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 169.96K | — | $36.93M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 169.96K | — | $36.93M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 169.96K | — | $36.93M | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $62.37M | 0.0% |
Закрыто
| Citadel Advisors | $19.56M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 439 держатели, 23.27M акции, $3.85B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 226 акц. · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 978 акц. · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K акц. · $256,581
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K акц. · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 акц. · $47,522
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.74K акц. · $380,074
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 3.83K акц. · $829,301
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 268 акц. · $58,308
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 501 акц. · $108,784
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 3.16K акц. · $672,019
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Aug 14
SC 13G — BAMCO INC /NY/
Aug 05
SC 13G/A — Mansueto Joseph D
Aug 03
SC 13G/A — Mansueto Daniel
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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