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Données momentum (gérants comparables) :
étendue des détenteurs -6.7% ·
flux d'actions +3.4% ·
nouvelles positions nettes -7.1%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 142 | +7 | 112.30M | $7.88B | +12 | −4 |
| Q1 2026 | 137 | +5 | 108.46M | $9.08B | +14 | −10 |
| Q4 2025 | 132 | +1 | 107.56M | $7.47B | +2 | — |
| Q3 2025 | 21 | -1 | 69.47M | $3.99B | — | −2 |
| Q2 2025 | 20 | +1 | 65.16M | $3.65B | +1 | — |
| Q1 2025 | 16 | +1 | 29.80M | $1.48B | +1 | — |
| Q4 2024 | 15 | 0 | 28.06M | $1.46B | — | — |
| Q3 2024 | 14 | -1 | 23.16M | $1.29B | +1 | −2 |
| Q2 2024 | 15 | — | 22.40M | $1.15B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 6.07M | +2.0% | $338.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 6.07M | +2.0% | $338.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 6.07M | +2.0% | $338.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 6.07M | +2.0% | $338.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 6.07M | +2.0% | $338.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 6.07M | +2.0% | $338.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passif) | 3.93M | +4.1% | $218.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passif) | 3.93M | +4.1% | $218.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 3.29M | +61.4% | $183.40M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 3.29M | +61.4% | $183.40M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 3.15M | +8.2% | $175.48M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 12 | Norges Bank ✦ (passif) | 2.06M | +5.7% | $114.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 1.08M | -1.4% | $59.89M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 1.08M | -1.4% | $59.89M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 1.08M | -1.4% | $59.89M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Capital World Investors ✦ | 1.06M | +0.4% | $58.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Baillie Gifford ✦ | 772.72K | -1.8% | $43.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Baillie Gifford ✦ | 772.72K | -1.8% | $43.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Baillie Gifford ✦ | 772.72K | -1.8% | $43.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Baillie Gifford ✦ | 772.72K | -1.8% | $43.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Millennium Management ✦ | 667.68K | -10.6% | $37.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Arrowstreet Capital ✦ | 578.10K | +55.6% | $32.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 337.89K | +216.8% | $18.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 337.89K | +216.8% | $18.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | T. Rowe Price ✦ | 103.50K | +6.8% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 42.20K | -63.5% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 10.55K | Nouveau | $587,486 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Gotham Asset Management | $587,486 | 0.0% |
Sorti(e)
| ValueAct Capital | $68.85M | était 1.9% |
| Bridgewater Associates | $2.25M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 622 détenteurs, 162.05M actions, $12.43B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.