Scheda del titolo
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
119Holder monitorati
-3Δ titolari
19.60MQuote detenute
$3.06BValore dichiarato
+10Nuove posizioni
−14Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -2.5% ·
flusso azionario +8.8% ·
nuove posizioni nette -3.4%
— formula
Accumulo concentrato — azioni in aumento tra un minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bamco Inc /Ny/ | 3.50M | +360.7% | $545.94M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 716.47K | -2.6% | $111.78M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passivo) | 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 | Nuovo | $24.46M | 0.0% | New | 1 | SEC ↗ |
| 28 | Norges Bank ✦ (passivo) | 155.69K | Nuovo | $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 | Nuovo | $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 | Nuovo | $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 | Nuovo | $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 | Nuovo | $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 ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| 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% |
Uscito
| 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% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 439 detentori, 23.27M azioni, $3.85B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 978 az. · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 az. · $47,522
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K az. · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 226 az. · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K az. · $256,581
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.74K az. · $380,074
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 3.83K az. · $829,301
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 268 az. · $58,308
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 501 az. · $108,784
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 1.94K az. · $417,009
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Aug 14
SC 13G — BAMCO INC /NY/
Aug 05
SC 13G/A — Mansueto Joseph D
Aug 03
SC 13G/A — Mansueto Daniel
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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