Запись по ценной бумаге · архивный квартал
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
126Отслеживаемые держатели
-1Δ держателей
18.00MАкций в держании
$3.04BОтчётная стоимость
+7Новые позиции
−9Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.8% ·
поток акций +2.1% ·
новые чистые позиции -1.6%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 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 ✦ (пассивный) | 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 ✦ (пассивный) | 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 | Новый | $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 | Новый | $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 | Новый | $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 | Новый | $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 |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| 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% |
Закрыто
| Norges Bank | $62.37M | составлял 0.0% |
| Squarepoint Ops LLC | $7.45M | составлял 0.0% |
| Capstone Investment Advisors… | $662,578 | составлял 0.0% |
| Brown Advisory Inc | $481,877 | составлял 0.0% |
| Franklin Resources Inc | $339,873 | составлял 0.0% |
| ProShare Advisors LLC | $207,749 | составлял 0.0% |
| Simplex Trading, Llc | $92,139 | составлял 0.0% |
| Danske Bank A/S | $65,193 | составлял 0.0% |
| Optiver Holding B.V. | $217 | 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 владельцы 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 · 978 акц. · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 акц. · $47,522
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K акц. · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 226 акц. · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K акц. · $256,581
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 · 1.94K акц. · $417,009
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: Q1 2026 ·
Методология ·
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