NFLX
Netflix, Inc. · Communication Services · Entertainment
Señales de momentum (gestores comparables):
amplitud de titulares +4.2% ·
flujo de acciones -4.4% ·
nuevas posiciones netas +4.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 17.87M | $1.23B | n/a | n/a |
| Q2 2026 | 183 | 0 | 2.79B | $199.92B | +8 | −9 |
| Q1 2026 | 187 | -2 | 2.85B | $273.69B | +6 | −9 |
| Q4 2025 | 188 | 0 | 3.01B | $282.40B | +2 | −1 |
| Q3 2025 | 30 | +2 | 187.41M | $224.64B | +2 | −1 |
| Q2 2025 | 26 | -2 | 165.82M | $221.99B | n/a | −2 |
| Q1 2025 | 25 | +1 | 72.77M | $67.82B | +1 | n/a |
| Q4 2024 | 24 | 0 | 76.10M | $67.81B | +1 | −1 |
| Q3 2024 | 23 | 0 | 56.92M | $40.35B | n/a | n/a |
| Q2 2024 | 23 | n/a | 58.56M | $39.50B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 17.08M | -0.6% | $15.93B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 11.73M | +2.7% | $10.94B | 1.4% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Capital World Investors ✦ | 11.52M | -2.2% | $10.74B | 1.7% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 9.70M | +4.0% | $9.01B | 0.7% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (pasivo) | 5.62M | -0.2% | $5.24B | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 4.39M | +3.5% | $4.09B | 0.8% | ▲ Add | 4 | SEC ↗ ×9 |
| 7 | Baillie Gifford ✦ | 4.03M | -9.9% | $3.76B | 3.3% | ▼ Trim | 4 | SEC ↗ ×4 |
| 8 | Arrowstreet Capital ✦ | 2.48M | +7.9% | $2.32B | 1.9% | ▲ Add | 4 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 2.06M | -54.5% | $1.92B | 0.8% | ▼ Trim | 4 | SEC ↗ |
| 10 | Viking Global Investors ✦ | 749.43K | +49.2% | $698.87M | 2.2% | ▲ Add | 4 | SEC ↗ |
| 11 | Coatue Management ✦ | 618.74K | -11.0% | $576.99M | 2.5% | ▼ Trim | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 473.15K | +66.8% | $441.23M | 0.4% | ▲ Add | 4 | SEC ↗ ×2 |
| 13 | Marshall Wace ✦ | 471.44K | -3.4% | $439.63M | 0.6% | ▼ Trim | 4 | SEC ↗ ×3 |
| 14 | Adage Capital Partners ✦ | 382.63K | -1.8% | $356.82M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 330.34K | -55.8% | $308.05M | 0.4% | ▼ Trim | 4 | SEC ↗ ×2 |
| 16 | Millennium Management ✦ | 309.51K | -56.5% | $288.63M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 283.60K | +8.1% | $258.34M | 0.3% | ▲ Add | 4 | SEC ↗ ×7 |
| 18 | Two Sigma Investments ✦ | 211.24K | -24.5% | $196.99M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 19 | PRIMECAP Management ✦ | 148.72K | -5.4% | $138.69M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 112.51K | -52.5% | $104.92M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bridgewater Associates ✦ | 30.51K | Nuevo | $28.45M | 0.1% | New | 1 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 18.57K | -11.6% | $17.31M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 12.04K | -27.1% | $11.23M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 24 | Harris Associates (Oakmark) ✦ | 3.31K | -12.8% | $3.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Renaissance Technologies ✦ | 408 | -99.9% | $378,552 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Bridgewater Associates | $28.45M | 0.1% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 1.05M acciones, $101,207 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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)
Director · 720 acc. · $54,194
Director · 720 acc. · $54,907
Director · 720 acc. · $55,872
Officer · 9.25K acc. · $700,907
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología