Ficha del valor · trimestre archivado
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
126Tenedores rastreados
-1Δ titulares
18.00MAcciones mantenidas
$3.04BValor declarado
+7Nuevas posiciones
−9Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -0.8% ·
flujo de acciones +2.1% ·
nuevas posiciones netas -1.6%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
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 · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 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 | n/a | $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 ✦ (pasivo) | 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 ✦ (pasivo) | 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 | Nuevo | $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 | n/a | $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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 |
"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
| 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% |
Posición cerrada
| 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 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: Q1 2026 ·
Metodología ·
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