MS
Morgan Stanley · Financial Services · Financial - Capital Markets
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +1.0% · netto nieuwe posities -4.3% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 118.36M | -0.6% | $18.81B | 0.3% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | State Street Global Advisors ✦ (passief) | 103.32M | -0.8% | $16.42B | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 93.67M | -1.4% | $14.89B | 0.3% | ▼ Trim | 2 | SEC ↗ ×22 |
| 4 | JPMorgan Chase ✦ | 74.83M | — | $11.89B | 0.4% | n/c | 1 | SEC ↗ ×42 |
| 5 | Geode Capital Management ✦ (passief) | 26.54M | -0.4% | $4.20B | 0.3% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 24.80M | +19.1% | $3.94B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 7 | Fisher Asset Management ✦ | 24.49M | +1.9% | $3.89B | 1.4% | ▲ Add | 6 | SEC ↗ |
| 8 | Wellington Management ✦ | 18.73M | -2.0% | $2.98B | 0.5% | ▼ Trim | 6 | SEC ↗ ×6 |
| 9 | Goldman Sachs Group ✦ | 14.97M | — | $2.38B | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 10 | T. Rowe Price ✦ | 11.55M | -5.5% | $1.84B | 0.2% | ▼ Trim | 6 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 6.15M | — | $977.64M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 12 | Capital World Investors ✦ | 5.66M | +0.3% | $899.38M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 13 | Millennium Management ✦ | 3.52M | +589.3% | $559.89M | 0.5% | ▲ Add | 6 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 3.49M | -9.5% | $554.49M | 0.5% | ▼ Trim | 6 | SEC ↗ ×2 |
| 15 | Marshall Wace ✦ | 2.93M | +40.2% | $466.33M | 0.5% | ▲ Add | 6 | SEC ↗ ×3 |
| 16 | Two Sigma Investments ✦ | 1.23M | +150.3% | $196.31M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 1.04M | +253.6% | $165.91M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Adage Capital Partners ✦ | 964.23K | -11.2% | $153.27M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 19 | PRIMECAP Management ✦ | 528.97K | -16.8% | $84.09M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 358.79K | +80.5% | $57.03M | 0.0% | ▲ Add | 6 | SEC ↗ ×6 |
| 21 | Point72 Asset Management ✦ | 306.46K | +626.8% | $48.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | GAMCO Investors ✦ | 124.22K | -11.1% | $19.75M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 44.48K | +34.6% | $7.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Norges Bank | $2.23B | was 0.3% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 2,467 houders, 1.28B aandelen, $204.45B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
24.1% van klasse · Originele SEC-indiening bekijken ↗
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