Catatan efek · kuartal yang diarsipkan
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
126Pemegang yang dilacak
-1Δ pemegang
18.00MSaham yang dipegang
$3.04BNilai yang dilaporkan
+7Posisi baru
−9Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -0.8% ·
aliran saham +2.1% ·
posisi baru bersih -1.6%
· formula
Akumulasi terkonsentrasi: saham yang meningkat di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 31.81K | $6.00M | n/a | −1 |
| 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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 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 ✦ (pasif) | 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Norges Bank | $62.37M | adalah 0.0% |
| Squarepoint Ops LLC | $7.45M | adalah 0.0% |
| Capstone Investment Advisors… | $662,578 | adalah 0.0% |
| Brown Advisory Inc | $481,877 | adalah 0.0% |
| Franklin Resources Inc | $339,873 | adalah 0.0% |
| ProShare Advisors LLC | $207,749 | adalah 0.0% |
| Simplex Trading, Llc | $92,139 | adalah 0.0% |
| Danske Bank A/S | $65,193 | adalah 0.0% |
| Optiver Holding B.V. | $217 | 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API