Ficha del valor
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
119Tenedores rastreados
-3Δ titulares
19.60MAcciones mantenidas
$3.06BValor declarado
+10Nuevas posiciones
−14Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -2.5% ·
flujo de acciones +8.8% ·
nuevas posiciones netas -3.4%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bamco Inc /Ny/ | 3.50M | +360.7% | $545.94M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 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 ✦ (pasivo) | 716.47K | -2.6% | $111.78M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 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 | Nuevo | $24.46M | 0.0% | New | 1 | SEC ↗ |
| 28 | Norges Bank ✦ (pasivo) | 155.69K | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| 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% |
Posición cerrada
| Qube Research & Technologies… | $23.65M | era 0.0% |
| Schroder Investment… | $13.88M | era 0.0% |
| Bank Of Nova Scotia | $4.73M | era 0.0% |
| Holocene Advisors, LP | $4.39M | era 0.0% |
| 1832 Asset Management L.P. | $2.69M | era 0.0% |
| Connor, Clark & Lunn… | $1.58M | era 0.0% |
| HighTower Advisors, LLC | $1.53M | era 0.0% |
| Healthcare Of Ontario Pension… | $1.12M | era 0.0% |
| Mackenzie Financial Corp | $475,200 | era 0.0% |
| Man Group plc | $355,005 | era 0.0% |
| Amundi | $300,063 | era 0.0% |
| CIBC Asset Management Inc | $229,063 | 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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, 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: Q2 2026 ·
Metodología ·
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