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MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
121Отслеживаемые держатели
-3Δ держателей
19.56MАкций в держании
$3.05BОтчётная стоимость
+10Новые позиции
−12Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.4% ·
поток акций +8.5% ·
новые чистые позиции -1.7%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -3 | 19.56M | $3.05B | +10 | −12 |
| 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 | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bamco Inc /Ny/ | 3.50M | +360.7% | $545.94M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Wellington Management ✦ | 1.49M | -10.2% | $232.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | Wellington Management ✦ | 1.49M | -10.2% | $232.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | Wellington Management ✦ | 1.49M | -10.2% | $232.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 21 | Wellington Management ✦ | 1.49M | -10.2% | $232.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 22 | Wellington Management ✦ | 1.49M | -10.2% | $232.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 23 | Wellington Management ✦ | 1.49M | -10.2% | $232.94M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 48 | Vanguard Capital Management Llc | 894.41K | -9.6% | $139.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | State Street Global Advisors ✦ (пассивный) | 716.47K | -2.6% | $111.78M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 50 | Geode Capital Management ✦ (пассивный) | 578.32K | -3.5% | $90.24M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 51 | Geode Capital Management ✦ (пассивный) | 578.32K | -3.5% | $90.24M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 52 | Dimensional Fund Advisors Lp | 561.86K | +8.5% | $87.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Dimensional Fund Advisors Lp | 561.86K | +8.5% | $87.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Dimensional Fund Advisors Lp | 561.86K | +8.5% | $87.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Dimensional Fund Advisors Lp | 561.86K | +8.5% | $87.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Dimensional Fund Advisors Lp | 561.86K | +8.5% | $87.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Two Sigma Investments ✦ | 484.25K | -43.7% | $75.55M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 58 | Jane Street Group, Llc | 431.30K | +29.2% | $67.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Jane Street Group, Llc | 431.30K | +29.2% | $67.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Jane Street Group, Llc | 431.30K | +29.2% | $67.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Arrowstreet Capital ✦ | 420.74K | +6.5% | $65.64M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 62 | Invesco Ltd. | 259.29K | -9.1% | $40.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Invesco Ltd. | 259.29K | -9.1% | $40.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Invesco Ltd. | 259.29K | -9.1% | $40.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Invesco Ltd. | 259.29K | -9.1% | $40.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Invesco Ltd. | 259.29K | -9.1% | $40.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Massachusetts Financial Services Co… | 244.32K | -4.1% | $37.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Massachusetts Financial Services Co… | 244.32K | -4.1% | $37.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Massachusetts Financial Services Co… | 244.32K | -4.1% | $37.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Renaissance Technologies ✦ | 238.77K | -46.8% | $37.25M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | UBS Group AG | 209.07K | +198.9% | $32.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | UBS Group AG | 209.07K | +198.9% | $32.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | UBS Group AG | 209.07K | +198.9% | $32.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | UBS Group AG | 209.07K | +198.9% | $32.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | UBS Group AG | 209.07K | +198.9% | $32.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Charles Schwab Investment… | 206.14K | -3.6% | $32.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Quantinno Capital Management LP | 203.22K | +8.7% | $31.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Bank Of America Corp /De/ | 192.61K | +4.9% | $30.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Bank Of America Corp /De/ | 192.61K | +4.9% | $30.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Qube Research & Technologies… | $23.65M | составлял 0.0% |
| Schroder Investment… | $13.88M | составлял 0.0% |
| Bank Of Nova Scotia | $4.73M | составлял 0.0% |
| Holocene Advisors, LP | $4.39M | составлял 0.0% |
| 1832 Asset Management L.P. | $2.69M | составлял 0.0% |
| Connor, Clark & Lunn… | $1.58M | составлял 0.0% |
| Healthcare Of Ontario Pension… | $1.12M | составлял 0.0% |
| Mackenzie Financial Corp | $475,200 | составлял 0.0% |
| Man Group plc | $355,005 | составлял 0.0% |
| CIBC Asset Management Inc | $229,063 | составлял 0.0% |
| CIBC Bancorp USA Inc. | $222,705 | составлял 0.0% |
| Baird Financial Group, Inc. | $221,963 | 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 держатели 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 · 226 акц. · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 978 акц. · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K акц. · $256,581
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K акц. · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 акц. · $47,522
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 · 3.16K акц. · $672,019
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: Q2 2026 ·
Методология ·
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