Ficha del valor
PAX
Patria Investments Ltd · Financial Services · Asset Management
68Tenedores rastreados
-5Δ titulares
31.48MAcciones mantenidas
$346.20MValor declarado
+4Nuevas posiciones
−9Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -6.8% ·
flujo de acciones +0.5% ·
nuevas posiciones netas -7.4%
— 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 Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 68 | -5 | 31.48M | $346.20M | +4 | −9 |
| 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 · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 7.79M | -8.6% | $85.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 6.83M | +2.7% | $75.02M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 6.83M | +2.7% | $75.02M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 6.83M | +2.7% | $75.02M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 6.83M | +2.7% | $75.02M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.85M | -0.1% | $64.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.85M | -0.1% | $64.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.85M | -0.1% | $64.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 5.85M | -0.1% | $64.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 5.85M | -0.1% | $64.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 5.85M | -0.1% | $64.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 5.85M | -0.1% | $64.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 5.85M | -0.1% | $64.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 5.85M | -0.1% | $64.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (pasivo) | 1.39M | +5.9% | $15.29M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 16 | UBS Group AG | 1.21M | +32.0% | $13.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 1.21M | +32.0% | $13.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Adage Capital Partners ✦ | 967.40K | -3.3% | $10.62M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | Geode Capital Management ✦ (pasivo) | 961.76K | +9.9% | $10.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 20 | Geode Capital Management ✦ (pasivo) | 961.76K | +9.9% | $10.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 688.18K | +36.9% | $7.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 688.18K | +36.9% | $7.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Northern Trust Corp | 522.91K | -3.5% | $5.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Northern Trust Corp | 522.91K | -3.5% | $5.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northern Trust Corp | 522.91K | -3.5% | $5.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Northern Trust Corp | 522.91K | -3.5% | $5.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 518.37K | +110.2% | $5.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 518.37K | +110.2% | $5.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 433.02K | +32.7% | $4.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 433.02K | +32.7% | $4.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 433.02K | +32.7% | $4.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 433.02K | +32.7% | $4.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 433.02K | +32.7% | $4.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 433.02K | +32.7% | $4.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 433.02K | +32.7% | $4.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 334.59K | +107.8% | $3.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 334.59K | +107.8% | $3.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 334.59K | +107.8% | $3.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 334.59K | +107.8% | $3.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 334.59K | +107.8% | $3.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 334.59K | +107.8% | $3.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 334.59K | +107.8% | $3.67M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 43 | Allianz Asset Management GmbH | 290.00K | 0.0% | $3.65M | 0.0% | Held | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 253.98K | +0.1% | $2.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 253.98K | +0.1% | $2.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 253.98K | +0.1% | $2.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 253.98K | +0.1% | $2.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Hrt Financial Lp | 247.79K | -31.8% | $2.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Invesco Ltd. | 240.22K | +16.4% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Invesco Ltd. | 240.22K | +16.4% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Invesco Ltd. | 240.22K | +16.4% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Invesco Ltd. | 240.22K | +16.4% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Nuveen, LLC | 190.10K | -15.3% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Nuveen, LLC | 190.10K | -15.3% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Nuveen, LLC | 190.10K | -15.3% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Nuveen, LLC | 190.10K | -15.3% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 186.87K | -21.0% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 181.32K | +24.2% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 181.32K | +24.2% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 181.32K | +24.2% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Principal Financial Group Inc | 176.05K | +8.6% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Principal Financial Group Inc | 176.05K | +8.6% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | National Bank Of Canada /Fi/ | 169.69K | +64.6% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Charles Schwab Investment… | 158.87K | +10.2% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Federated Hermes, Inc. | 142.67K | 0.0% | $1.57M | 0.0% | Held | 3 | SEC ↗ |
| 66 | Creative Planning | 128.99K | +35.5% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Creative Planning | 128.99K | +35.5% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 121.41K | +36.8% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 121.41K | +36.8% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Point72 Asset Management ✦ | 117.60K | Nuevo | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 71 | Quantinno Capital Management LP | 116.08K | +103.7% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Dodge & Cox ✦ | 115.70K | +120.0% | $1.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 73 | Bank Of Montreal /Can/ | 93.17K | +106.9% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 93.17K | +106.9% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Bank Of Montreal /Can/ | 93.17K | +106.9% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Rhumbline Advisers | 80.80K | -3.5% | $887,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 78.03K | +23.3% | $856,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Deutsche Bank Ag\ | 78.03K | +23.3% | $856,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 78.03K | +23.3% | $856,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Deutsche Bank Ag\ | 78.03K | +23.3% | $856,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Pictet Asset Management Holding SA | 72.02K | -11.7% | $790,791 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | LPL Financial LLC | 71.28K | +12.5% | $782,676 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Alliancebernstein L.P. | 56.01K | -6.1% | $705,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Millennium Management ✦ | 61.76K | +74.4% | $678,136 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 85 | T. Rowe Price ✦ | 52.12K | +3.4% | $573,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 86 | Hsbc Holdings Plc | 48.91K | +3.5% | $534,626 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Hsbc Holdings Plc | 48.91K | +3.5% | $534,626 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Legal & General Group Plc | 48.12K | +1.0% | $528,610 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Legal & General Group Plc | 48.12K | +1.0% | $528,610 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Citigroup Inc | 42.23K | +114.3% | $463,730 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Citigroup Inc | 42.23K | +114.3% | $463,730 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Aviva Plc | 39.08K | +8.4% | $429,142 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Balyasny Asset Management L.P. | 32.53K | Nuevo | $357,234 | 0.0% | New | 1 | SEC ↗ |
| 94 | Balyasny Asset Management L.P. | 32.53K | Nuevo | $357,234 | 0.0% | New | 1 | SEC ↗ |
| 95 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 30.08K | -3.1% | $330,267 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Neuberger Berman Group LLC | 28.30K | +20.0% | $310,734 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Neuberger Berman Group LLC | 28.30K | +20.0% | $310,734 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | American Century Companies Inc | 24.95K | -25.5% | $273,900 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Squarepoint Ops LLC | 21.77K | Nuevo | $239,013 | 0.0% | New | 1 | SEC ↗ |
| 100 | Corient Private Wealth LP | 21.46K | +41.3% | $235,688 | 0.0% | ▲ Add | 2 | 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
| Point72 Asset Management | $1.29M | 0.0% |
| Balyasny Asset Management L.P. | $357,234 | 0.0% |
| Balyasny Asset Management L.P. | $357,234 | 0.0% |
| Squarepoint Ops LLC | $239,013 | 0.0% |
Posición cerrada
| Renaissance Technologies | $2.97M | era 0.0% |
| Robeco Institutional Asset… | $1.89M | era 0.0% |
| Credit Agricole S A | $1.88M | era 0.0% |
| Citadel Advisors | $1.32M | era 0.0% |
| Tudor Investment Corp Et Al | $1.16M | era 0.0% |
| Tidal Investments LLC | $379,802 | era 0.0% |
| Cetera Investment Advisers | $151,857 | era 0.0% |
| Focus Partners Wealth | $137,366 | era 0.0% |
| Asset Management One Co., Ltd. | $108,461 | 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
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: Q2 2026 ·
Metodología ·
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