Ficha del valor · trimestre archivado
PAX
Patria Investments Ltd · Financial Services · Asset Management
70Tenedores rastreados
-1Δ titulares
34.12MAcciones mantenidas
$542.22MValor declarado
+0Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -1.4% ·
flujo de acciones +1.1% ·
nuevas posiciones netas -1.4%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | -6 | 31.19M | $342.54M | +4 | −10 |
| Q1 2026 | 75 | +6 | 31.33M | $394.86M | +11 | −5 |
| Q4 2025 | 70 | -1 | 34.12M | $542.22M | — | −1 |
| Q3 2025 | 14 | -1 | 18.23M | $266.20M | — | −1 |
| Q2 2025 | 12 | +1 | 15.97M | $224.48M | +1 | — |
| Q1 2025 | 8 | -1 | 4.12M | $46.57M | +1 | −2 |
| Q4 2024 | 9 | 0 | 5.74M | $66.78M | +2 | −2 |
| Q3 2024 | 8 | -1 | 4.89M | $54.62M | — | −1 |
| Q2 2024 | 9 | — | 4.95M | $59.75M | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 9.18M | — | $145.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 6.65M | +0.2% | $105.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | BlackRock ✦ (pasivo) | 5.64M | +3.8% | $89.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 4 | State Street Global Advisors ✦ (pasivo) | 1.36M | +6.4% | $21.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.36M | +56.9% | $21.56M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Adage Capital Partners ✦ | 1.00M | -22.7% | $15.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 853.99K | +2.3% | $13.57M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Alliancebernstein L.P. | 667.17K | — | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 643.54K | — | $10.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Northern Trust Corp | 598.43K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Nuveen, LLC | 471.13K | — | $7.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | The Vanguard Group ✦ (pasivo) | 453.42K | +5.5% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Goldman Sachs Group ✦ | 415.00K | -10.2% | $6.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Morgan Stanley ✦ | 387.67K | +68.7% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 15 | Tudor Investment Corp Et Al | 346.17K | — | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Allianz Asset Management GmbH | 290.00K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 257.14K | -52.6% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Bank Of America Corp /De/ | 239.69K | — | $3.81M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | Prudential Financial Inc | 195.59K | — | $3.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Invesco Ltd. | 194.87K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Citigroup Inc | 186.57K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 170.03K | +63.0% | $2.70M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 23 | Charles Schwab Investment… | 165.78K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Connor, Clark & Lunn Investment… | 151.36K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 151.26K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 26 | Robeco Institutional Asset… | 150.00K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 137.78K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Federated Hermes, Inc. | 135.00K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 129.88K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Creative Planning | 115.90K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Principal Financial Group Inc | 110.47K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Barclays Plc | 103.14K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | New York State Common Retirement… | 98.27K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pictet Asset Management Holding SA | 95.95K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 89.08K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Rhumbline Advisers | 83.14K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Credit Agricole S A | 73.97K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 71.40K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 64.59K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | LPL Financial LLC | 57.91K | — | $920,190 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 56.39K | — | $896,037 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | UBS AM, a distinct business unit of… | 42.86K | — | $681,045 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Legal & General Group Plc | 39.89K | — | $633,733 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Bank Of Montreal /Can/ | 39.25K | — | $623,682 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | T. Rowe Price ✦ | 37.22K | +7.2% | $592,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 46 | Aviva Plc | 32.20K | — | $511,626 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Tidal Investments LLC | 30.83K | — | $489,825 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 30.75K | — | $488,538 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | State Of Wisconsin Investment Board | 29.49K | — | $468,548 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | American Century Companies Inc | 23.39K | — | $371,720 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Dodge & Cox ✦ | 21.20K | 0.0% | $336,868 | 0.0% | Held | 4 | SEC ↗ |
| 52 | Asset Management One Co., Ltd. | 20.84K | — | $335,107 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 20.69K | — | $328,812 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Manufacturers Life Insurance… | 20.27K | — | $322,138 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Cerity Partners LLC | 20.26K | — | $321,916 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | Mariner, LLC | 16.53K | — | $262,631 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | State Board Of Administration Of… | 15.68K | — | $249,155 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bnp Paribas Financial Markets | 14.20K | — | $225,654 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | ProShare Advisors LLC | 12.10K | — | $192,254 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 11.48K | — | $182,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Voya Investment Management Llc | 11.27K | — | $179,128 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Focus Partners Wealth | 10.63K | — | $168,958 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 8.62K | — | $137,035 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | California State Teachers… | 4.08K | — | $64,768 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Royal Bank Of Canada | 1.77K | — | $28,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 66 | Pnc Financial Services Group, Inc. | 1.20K | — | $19,004 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | Osaic Holdings, Inc. | 390 | — | $6,197 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Optiver Holding B.V. | 356 | — | $5,657 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Us Bancorp \De\ | 116 | — | $1,843 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Northwestern Mutual Wealth… | 30 | — | $477 | 0.0% | n/c | 1 | 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
| Marshall Wace | $864,787 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 158 tenedores, 49.85M acciones, $629.50M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, 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)
Aug 06
D'Ippolito Marco Nicola
Officer · 7.00K acc. · $79,075
Apr 14
D'Ippolito Marco Nicola
Officer · 7.50K acc. · $86,700
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Sep 04
SC 13G/A — Capital Research Global Investors
Aug 12
SC 13G/A — Capital Research Global Investors
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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