سجل الورقة المالية
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
119الحاملون المتتبعون
-3Δ المساهمون
19.60Mالأسهم المحتفظ بها
$3.06Bالقيمة المُبلَّغ عنها
+10المراكز الجديدة
−14الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -2.5% ·
تدفق الأسهم +8.8% ·
المراكز الجديدة الصافية -3.4%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bamco Inc /Ny/ | 3.50M | +360.7% | $545.94M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (سلبي) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ ×16 |
| 3 | Wellington Management ✦ | 1.49M | -10.2% | $232.94M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 4 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 5 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ ×9 |
| 6 | Vanguard Capital Management Llc | 894.41K | -9.6% | $139.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (سلبي) | 716.47K | -2.6% | $111.78M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Geode Capital Management ✦ (سلبي) | 578.32K | -3.5% | $90.24M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 9 | Dimensional Fund Advisors Lp | 561.86K | +8.5% | $87.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | Two Sigma Investments ✦ | 484.25K | -43.7% | $75.55M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 11 | Jane Street Group, Llc | 431.30K | +29.2% | $67.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Arrowstreet Capital ✦ | 420.74K | +6.5% | $65.64M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Invesco Ltd. | 259.29K | -9.1% | $40.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 14 | Massachusetts Financial Services Co… | 244.32K | -4.1% | $37.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Renaissance Technologies ✦ | 238.77K | -46.8% | $37.25M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 17 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 18 | UBS Group AG | 209.07K | +198.9% | $32.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Charles Schwab Investment… | 206.14K | -3.6% | $32.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 203.22K | +8.7% | $31.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 192.61K | +4.9% | $30.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 22 | BNP Paribas Asset Management… | 191.18K | +2.8% | $29.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Fidelity (FMR) ✦ | 180.97K | +69.6% | $28.23M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 24 | Goldman Sachs Group ✦ | 179.18K | -14.8% | $27.96M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 25 | Northern Trust Corp | 169.92K | -3.4% | $26.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 26 | Millennium Management ✦ | 162.62K | -49.6% | $25.37M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 27 | BROOKFIELD Corp /ON/ | 156.79K | جديد | $24.46M | 0.0% | New | 1 | SEC ↗ |
| 28 | Norges Bank ✦ (سلبي) | 155.69K | جديد | $24.29M | 0.0% | New | 1 | SEC ↗ |
| 29 | Nordea Investment Management Ab | 147.89K | +102.1% | $22.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Gotham Asset Management ✦ | 142.30K | -16.1% | $22.20M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 136.87K | -12.7% | $21.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Kayne Anderson Rudnick Investment… | 124.54K | -23.8% | $19.43M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Envestnet Asset Management Inc | 118.35K | +10.8% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Sei Investments Co | 112.78K | -40.4% | $17.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Principal Financial Group Inc | 76.16K | -1.2% | $11.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Tudor Investment Corp Et Al | 76.09K | +90.2% | $11.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Allianz Asset Management GmbH | 74.02K | +173.1% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 67.19K | +6.5% | $10.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | Loomis Sayles & Co L P | 64.88K | +32.5% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 61.98K | -10.5% | $9.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 41 | Prudential Financial Inc | 61.50K | -6.1% | $9.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Rhumbline Advisers | 55.90K | -10.8% | $8.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Nomura Asset Management… | 54.86K | -39.9% | $8.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Canada Pension Plan Investment Board | 50.70K | -2.7% | $7.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Nuveen, LLC | 49.78K | -18.1% | $7.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 46 | Mariner, LLC | 49.67K | +200.6% | $7.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Squarepoint Ops LLC | 47.74K | جديد | $7.45M | 0.0% | New | 1 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 41.09K | +32.7% | $6.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | First Trust Advisors Lp | 44.48K | +72.8% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Swiss National Bank | 40.60K | -16.8% | $6.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Creative Planning | 34.70K | +0.9% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | American Century Companies Inc | 33.81K | -7.7% | $5.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Point72 Asset Management ✦ | 32.75K | -80.8% | $5.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 54 | California Public Employees… | 31.22K | -6.5% | $4.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 27.91K | +18.0% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Legal & General Group Plc | 27.42K | -16.1% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 57 | Barclays Plc | 26.60K | -4.8% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 58 | Mercer Global Advisors Inc /Adv | 24.10K | +223.7% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 23.62K | +1.7% | $3.69M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 60 | Cerity Partners LLC | 22.84K | +55.5% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 61 | State Board Of Administration Of… | 22.31K | -1.6% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Marshall Wace ✦ | 21.11K | +99.5% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 63 | Wells Fargo & Company/Mn | 19.50K | -4.3% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 64 | Lazard Asset Management Llc | 18.31K | +24.2% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Wealth Enhancement Advisory… | 18.66K | +145.3% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 17.90K | -31.6% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Citigroup Inc | 17.64K | +46.9% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 68 | Focus Partners Wealth | 15.87K | -88.2% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Manufacturers Life Insurance… | 15.85K | -2.0% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bnp Paribas Financial Markets | 15.26K | -63.8% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | State Of Wisconsin Investment Board | 15.09K | +27.4% | $2.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Franklin Resources Inc | 13.63K | جديد | $2.13M | 0.0% | New | 1 | SEC ↗ ×4 |
| 73 | Royal Bank Of Canada | 13.57K | -39.6% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 74 | Mml Investors Services, Llc | 12.82K | +43.4% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | LPL Financial LLC | 12.41K | -20.7% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | New York State Common Retirement… | 11.96K | +15.4% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Captrust Financial Advisors | 11.37K | +39.2% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Universal- Beteiligungs- und… | 10.83K | +144.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Voya Investment Management Llc | 10.73K | +1.8% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Raymond James Financial Inc | 10.30K | -82.0% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 81 | Jones Financial Companies Lllp | 9.55K | -28.2% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 8.72K | -61.5% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 83 | Caisse De Depot Et Placement Du… | 8.60K | +437.5% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 7.90K | -19.4% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 85 | Corient Private Wealth LP | 7.59K | -60.4% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Zurcher Kantonalbank (Zurich… | 7.03K | -21.4% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Allspring Global Investments… | 6.39K | -76.7% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 88 | Truist Financial Corp | 6.48K | -9.2% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Us Bancorp \De\ | 6.41K | -4.2% | $999,620 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 6.08K | جديد | $949,382 | 0.0% | New | 1 | SEC ↗ |
| 91 | Cetera Investment Advisers | 6.08K | +20.6% | $948,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Fifth Third Bancorp | 5.91K | -14.8% | $921,267 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Tidal Investments LLC | 5.65K | +9.2% | $881,981 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | D. E. Shaw & Co. ✦ | 5.59K | -72.5% | $872,776 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 95 | Neuberger Berman Group LLC | 4.80K | +35.3% | $749,364 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 96 | Bridgewater Associates ✦ | 4.25K | جديد | $662,929 | 0.0% | New | 1 | SEC ↗ |
| 97 | Pictet Asset Management Holding SA | 3.33K | -19.2% | $518,923 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 3.31K | -35.9% | $515,646 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 99 | Victory Capital Management Inc | 3.29K | -4.3% | $512,526 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Blair William & Co/Il | 3.16K | +53.3% | $493,298 | 0.0% | ▲ Add | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| BROOKFIELD Corp /ON/ | $24.46M | 0.0% |
| Norges Bank | $24.29M | 0.0% |
| Squarepoint Ops LLC | $7.45M | 0.0% |
| Franklin Resources Inc | $2.13M | 0.0% |
| Mitsubishi UFJ Trust &… | $949,382 | 0.0% |
| Bridgewater Associates | $662,929 | 0.0% |
تم الخروج
| Qube Research & Technologies… | $23.65M | كان 0.0% |
| Schroder Investment… | $13.88M | كان 0.0% |
| Bank Of Nova Scotia | $4.73M | كان 0.0% |
| Holocene Advisors, LP | $4.39M | كان 0.0% |
| 1832 Asset Management L.P. | $2.69M | كان 0.0% |
| Connor, Clark & Lunn… | $1.58M | كان 0.0% |
| HighTower Advisors, LLC | $1.53M | كان 0.0% |
| Healthcare Of Ontario Pension… | $1.12M | كان 0.0% |
| Mackenzie Financial Corp | $475,200 | كان 0.0% |
| Man Group plc | $355,005 | كان 0.0% |
| Amundi | $300,063 | كان 0.0% |
| CIBC Asset Management Inc | $229,063 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 439 المالكون, 23.27M الأسهم, $3.85B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
مشتريات السوق المفتوحة (P)
لا توجد مشتريات داخلية في السوق المفتوحة ضمن نافذة التغطية لدينا.
مبيعات السوق المفتوحة (S)
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 978 سهم · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 سهم · $47,522
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K سهم · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 226 سهم · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K سهم · $256,581
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.74K سهم · $380,074
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 3.83K سهم · $829,301
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 268 سهم · $58,308
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 501 سهم · $108,784
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 1.94K سهم · $417,009
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
Aug 14
SC 13G — BAMCO INC /NY/
Aug 05
SC 13G/A — Mansueto Joseph D
Aug 03
SC 13G/A — Mansueto Daniel
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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