MS
Morgan Stanley · Financial Services · Financial - Capital Markets
Señales de momentum (gestores comparables):
amplitud de titulares -10.0% ·
flujo de acciones -1.2% ·
nuevas posiciones netas -11.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 181 | -1 | 1.17B | $245.34B | +4 | −6 |
| Q1 2026 | 186 | +2 | 1.17B | $192.54B | +2 | −1 |
| Q4 2025 | 183 | +1 | 1.23B | $217.91B | +2 | — |
| Q3 2025 | 23 | 0 | 537.60M | $85.44B | — | −1 |
| Q2 2025 | 21 | +1 | 452.00M | $63.65B | +1 | — |
| Q1 2025 | 17 | -1 | 217.88M | $25.41B | — | −1 |
| Q4 2024 | 18 | -2 | 229.99M | $28.91B | — | −2 |
| Q3 2024 | 19 | 0 | 121.60M | $12.67B | — | — |
| Q2 2024 | 19 | — | 127.89M | $12.42B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 111.28M | — | $13.99B | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 25.84M | +2.4% | $3.24B | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Fisher Asset Management ✦ | 22.83M | +1.9% | $2.87B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 20.90M | -33.0% | $2.63B | 0.5% | ▼ Trim | 3 | SEC ↗ ×6 |
| 5 | Norges Bank ✦ (pasivo) | 15.19M | +1.7% | $1.91B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 14.11M | +15.5% | $1.77B | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Capital World Investors ✦ | 5.66M | +0.5% | $711.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 3.69M | +46.4% | $463.61M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 3.36M | +2081.9% | $422.90M | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | D. E. Shaw & Co. ✦ | 1.59M | +132.8% | $199.66M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Arrowstreet Capital ✦ | 1.41M | -7.7% | $176.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Marshall Wace ✦ | 1.30M | +20.6% | $163.44M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | PRIMECAP Management ✦ | 1.18M | -18.7% | $148.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 1.15M | -2.2% | $144.34M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 200.23K | -25.2% | $25.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | GAMCO Investors ✦ | 150.79K | -6.7% | $18.96M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 118.95K | +426.3% | $14.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 29.32K | +2.5% | $3.69M | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $78.99M | era 0.1% |
| Bridgewater Associates | $17.65M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,467 tenedores, 1.28B acciones, $204.45B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
24.1% de clase · Ver presentación original ante la SEC ↗
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