Registro do valor mobiliário · trimestre arquivado
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
126Detentores rastreados
-1Δ titulares
18.00MAções mantidas
$3.04BValor reportado
+7Novas posições
−9Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -0.8% ·
fluxo de ações +2.1% ·
novas posições líquidas -1.6%
— fórmula
Acumulação concentrada — aumento de ações entre um número menor de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — | — |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 2.34M | -1.1% | $395.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×17 |
| 2 | Morgan Stanley ✦ | 1.73M | -13.8% | $292.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 3 | Wellington Management ✦ | 1.66M | +46.3% | $281.03M | 0.1% | ▲ Add | 8 | SEC ↗ ×6 |
| 4 | Vanguard Capital Management Llc | 989.47K | — | $167.27M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 859.46K | +124.7% | $145.29M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 6 | Bamco Inc /Ny/ | 759.51K | -38.8% | $128.40M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passivo) | 735.57K | -1.5% | $124.35M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 623.63K | -30.7% | $105.21M | 0.0% | ▼ Trim | 8 | SEC ↗ ×8 |
| 9 | Geode Capital Management ✦ (passivo) | 599.22K | +0.4% | $101.32M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 10 | Dimensional Fund Advisors Lp | 517.77K | +9.7% | $87.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Renaissance Technologies ✦ | 448.87K | +38.6% | $75.88M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 430.06K | +17.6% | $70.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 13 | Arrowstreet Capital ✦ | 394.93K | +38.5% | $66.76M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Jane Street Group, Llc | 333.86K | -21.3% | $56.44M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Millennium Management ✦ | 323.01K | -6.1% | $54.60M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 16 | Invesco Ltd. | 285.13K | +4.8% | $48.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Massachusetts Financial Services Co… | 254.74K | -29.6% | $42.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Charles Schwab Investment… | 213.82K | +12.6% | $36.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 210.40K | +84.8% | $35.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Sei Investments Co | 189.30K | +219.4% | $32.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Quantinno Capital Management LP | 186.95K | -1.0% | $31.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | BNP Paribas Asset Management… | 186.05K | +593.1% | $31.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Bank Of America Corp /De/ | 183.57K | +11.7% | $31.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 24 | Northern Trust Corp | 175.94K | -0.4% | $29.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Bank of New York Mellon Corp | 175.01K | +3.0% | $29.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 26 | Point72 Asset Management ✦ | 170.91K | +17.1% | $28.89M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 169.63K | +69.2% | $28.68M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 28 | Kayne Anderson Rudnick Investment… | 163.48K | -13.0% | $27.64M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Ameriprise Financial Inc | 156.71K | +692.2% | $26.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Qube Research & Technologies Ltd | 139.89K | -42.3% | $23.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 134.87K | -1.5% | $22.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 106.79K | +24.2% | $18.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 106.70K | -28.4% | $18.04M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 34 | Nomura Asset Management… | 91.29K | Novo | $15.43M | 0.0% | New | 1 | SEC ↗ |
| 35 | Janus Henderson Group Plc | 89.89K | +56.1% | $15.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Schroder Investment Management Group | 84.29K | — | $13.88M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Principal Financial Group Inc | 77.07K | -12.5% | $13.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Nordea Investment Management Ab | 73.17K | -4.4% | $12.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Prudential Financial Inc | 65.50K | +55.3% | $12.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | UBS Group AG | 69.94K | -76.3% | $11.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | UBS AM, a distinct business unit of… | 69.23K | +0.3% | $11.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 42 | Stifel Financial Corp | 63.10K | +368.0% | $10.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 43 | Rhumbline Advisers | 62.69K | -0.8% | $10.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Nuveen, LLC | 60.78K | -14.5% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Raymond James Financial Inc | 57.36K | +86.4% | $9.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Canada Pension Plan Investment Board | 52.10K | +175.7% | $8.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Loomis Sayles & Co L P | 48.98K | +541.9% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Swiss National Bank | 48.80K | -2.4% | $8.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Hrt Financial Lp | 43.51K | -66.3% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bnp Paribas Financial Markets | 42.18K | +113.5% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Tudor Investment Corp Et Al | 40.00K | +749.3% | $6.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Alliancebernstein L.P. | 30.97K | +18.1% | $6.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | American Century Companies Inc | 36.64K | +1974.9% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Creative Planning | 34.40K | +16.3% | $5.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | California Public Employees… | 33.38K | -5.9% | $5.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Legal & General Group Plc | 32.70K | -16.4% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | California State Teachers… | 29.42K | +15.8% | $4.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of Nova Scotia | 28.00K | -18.1% | $4.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Barclays Plc | 27.95K | +20.2% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 60 | Allspring Global Investments… | 27.43K | +1976.3% | $4.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 61 | Allianz Asset Management GmbH | 27.10K | +63.4% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Susquehanna International Group, Llp | 26.16K | -45.8% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Holocene Advisors, LP | 25.98K | Novo | $4.39M | 0.0% | New | 1 | SEC ↗ |
| 64 | First Trust Advisors Lp | 25.73K | -59.9% | $4.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Citadel Advisors ✦ | 23.65K | Novo | $4.00M | 0.0% | New | 1 | SEC ↗ |
| 66 | T. Rowe Price ✦ | 23.23K | +6.7% | $3.93M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 67 | State Board Of Administration Of… | 22.68K | 0.0% | $3.83M | 0.0% | Held | 2 | SEC ↗ |
| 68 | Osaic Holdings, Inc. | 22.61K | +26.9% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 69 | Royal Bank Of Canada | 22.47K | +156.9% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 70 | Wells Fargo & Company/Mn | 20.39K | -10.4% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 71 | D. E. Shaw & Co. ✦ | 20.35K | -10.6% | $3.44M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 72 | Corient Private Wealth LP | 19.13K | -93.2% | $3.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Mariner, LLC | 16.52K | -2.7% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Manufacturers Life Insurance… | 16.17K | -9.1% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | 1832 Asset Management L.P. | 15.90K | Novo | $2.69M | 0.0% | New | 1 | SEC ↗ |
| 76 | LPL Financial LLC | 15.65K | +53.6% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Lazard Asset Management Llc | 14.74K | +23.7% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Cerity Partners LLC | 14.69K | -11.9% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 79 | Cwm, Llc | 12.59K | -1.7% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Jones Financial Companies Lllp | 13.30K | +3105.1% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Citigroup Inc | 12.01K | -3.0% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 82 | State Of Wisconsin Investment Board | 11.84K | +32.9% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Marshall Wace ✦ | 10.58K | +206.4% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Voya Investment Management Llc | 10.54K | -9.8% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | New York State Common Retirement… | 10.36K | -18.1% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Hsbc Holdings Plc | 10.15K | -48.9% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 87 | Russell Investments Group, Ltd. | 9.81K | +16.0% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 88 | Connor, Clark & Lunn Investment… | 9.37K | -28.1% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | HighTower Advisors, LLC | 9.08K | -29.7% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Zurcher Kantonalbank (Zurich… | 8.94K | +16.5% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Mml Investors Services, Llc | 8.94K | -32.5% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Captrust Financial Advisors | 8.17K | -29.2% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Wealth Enhancement Advisory… | 7.61K | -32.1% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Mercer Global Advisors Inc /Adv | 7.45K | -26.0% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Truist Financial Corp | 7.13K | -9.8% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 96 | Fifth Third Bancorp | 6.93K | +2122.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Us Bancorp \De\ | 6.68K | -16.1% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 98 | Healthcare Of Ontario Pension Plan… | 6.60K | -72.0% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Tidal Investments LLC | 5.18K | +82.7% | $875,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 5.16K | +7.1% | $872,130 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nomura Asset Management… | $15.43M | 0.0% |
| Holocene Advisors, LP | $4.39M | 0.0% |
| Citadel Advisors | $4.00M | 0.0% |
| 1832 Asset Management L.P. | $2.69M | 0.0% |
Encerrado
| Norges Bank | $62.37M | era 0.0% |
| Squarepoint Ops LLC | $7.45M | era 0.0% |
| Capstone Investment Advisors… | $662,578 | era 0.0% |
| Brown Advisory Inc | $481,877 | era 0.0% |
| Franklin Resources Inc | $339,873 | era 0.0% |
| ProShare Advisors LLC | $207,749 | era 0.0% |
| Simplex Trading, Llc | $92,139 | era 0.0% |
| Danske Bank A/S | $65,193 | era 0.0% |
| Optiver Holding B.V. | $217 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 439 detentores, 23.27M ações, $3.85B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 978 ações · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 ações · $47,522
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K ações · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 226 ações · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K ações · $256,581
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.74K ações · $380,074
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 3.83K ações · $829,301
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 268 ações · $58,308
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 501 ações · $108,784
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 1.94K ações · $417,009
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Aug 14
SC 13G — BAMCO INC /NY/
Aug 05
SC 13G/A — Mansueto Joseph D
Aug 03
SC 13G/A — Mansueto Daniel
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
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