SF
Stifel Financial Corp · Financial Services · Investment - Banking & Investment Services
Señales de momentum (gestores comparables):
amplitud de titulares +7.1% ·
flujo de acciones +4.6% ·
nuevas posiciones netas +6.7%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 133 | -1 | 104.48M | $7.30B | +6 | −8 |
| Q1 2026 | 138 | +3 | 101.93M | $7.67B | +8 | −6 |
| Q4 2025 | 134 | -2 | 72.17M | $9.03B | +2 | −3 |
| Q3 2025 | 20 | +1 | 42.33M | $4.80B | +1 | −1 |
| Q2 2025 | 17 | -2 | 44.22M | $4.59B | n/a | −2 |
| Q1 2025 | 16 | +1 | 14.51M | $1.36B | +1 | n/a |
| Q4 2024 | 15 | +1 | 12.47M | $1.32B | +1 | n/a |
| Q3 2024 | 13 | 0 | 8.70M | $817.07M | n/a | n/a |
| Q2 2024 | 13 | n/a | 7.37M | $619.38M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 3.21M | n/a | $340.70M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 2.59M | +32.2% | $274.64M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Geode Capital Management ✦ (pasivo) | 1.70M | +0.2% | $180.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Fisher Asset Management ✦ | 1.54M | +5.2% | $163.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 1.30M | +4.0% | $137.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Millennium Management ✦ | 1.08M | -8.6% | $114.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 334.17K | +1.4% | $35.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Arrowstreet Capital ✦ | 255.48K | +48.3% | $27.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 147.58K | -67.8% | $15.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Two Sigma Investments ✦ | 106.45K | Nuevo | $11.29M | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 81.97K | +74.6% | $8.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | T. Rowe Price ✦ | 63.38K | +13.9% | $6.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 37.07K | -49.2% | $3.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Renaissance Technologies ✦ | 22.91K | +44.9% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 3.20K | -70.4% | $339,880 | 0.0% | ▼ Trim | 3 | 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
| Two Sigma Investments | $11.29M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 624 tenedores, 136.41M acciones, $9.93B 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.