Запись по ценной бумаге · архивный квартал
THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
118Отслеживаемые держатели
-1Δ держателей
36.83MАкций в держании
$3.78BОтчётная стоимость
+2Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.8% ·
поток акций -3.3% ·
новые чистые позиции 0.0%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 31.25K | $2.07M | +1 | n/a |
| Q2 2026 | 106 | 0 | 32.55M | $2.45B | +8 | −9 |
| Q1 2026 | 110 | -7 | 33.31M | $2.66B | +5 | −13 |
| Q4 2025 | 118 | -1 | 36.83M | $3.78B | +2 | −2 |
| Q3 2025 | 19 | +2 | 18.53M | $1.92B | +4 | −3 |
| Q2 2025 | 15 | -1 | 15.20M | $1.35B | n/a | −1 |
| Q1 2025 | 13 | +1 | 5.02M | $380.89M | +2 | −1 |
| Q4 2024 | 12 | -1 | 5.41M | $517.67M | n/a | −1 |
| Q3 2024 | 12 | +1 | 4.64M | $509.94M | +1 | n/a |
| Q2 2024 | 11 | n/a | 4.76M | $444.93M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 5.22M | -2.1% | $536.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Kayne Anderson Rudnick Investment… | 4.70M | n/a | $482.21M | 1.3% | n/c | 1 | SEC ↗ ×3 |
| 3 | BlackRock ✦ (пассивный) | 4.61M | -1.1% | $473.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 4 | Dimensional Fund Advisors Lp | 3.05M | n/a | $313.20M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 5 | State Street Global Advisors ✦ (пассивный) | 1.62M | -3.0% | $166.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Capital Research Global Investors | 1.58M | n/a | $162.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.25M | -52.2% | $128.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 8 | American Century Companies Inc | 1.21M | n/a | $124.48M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Balyasny Asset Management L.P. | 1.08M | n/a | $111.01M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Harris Associates (Oakmark) ✦ | 1.06M | -2.0% | $108.93M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 11 | Geode Capital Management ✦ (пассивный) | 960.36K | -0.2% | $98.62M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 796.51K | Новый | $81.78M | 0.1% | New | 1 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 728.76K | -26.4% | $74.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 14 | Charles Schwab Investment… | 651.08K | n/a | $66.85M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 635.71K | n/a | $65.27M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Envestnet Asset Management Inc | 608.68K | n/a | $62.49M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northern Trust Corp | 459.49K | n/a | $47.18M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 18 | Bank of New York Mellon Corp | 428.68K | n/a | $44.01M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 19 | Royal Bank Of Canada | 426.78K | n/a | $43.82M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | Gotham Asset Management ✦ | 370.29K | -2.8% | $38.02M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 21 | ProShare Advisors LLC | 304.46K | n/a | $31.26M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 281.95K | n/a | $28.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Royal London Asset Management Ltd | 264.60K | n/a | $27.17M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 256.31K | -30.6% | $26.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Invesco Ltd. | 246.26K | n/a | $25.28M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 26 | UBS Group AG | 228.23K | n/a | $23.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Norges Bank ✦ (пассивный) | 211.64K | Новый | $21.73M | 0.0% | New | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 181.12K | n/a | $18.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Lazard Asset Management Llc | 169.20K | n/a | $17.37M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Janus Henderson Group Plc | 158.63K | n/a | $16.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Quantinno Capital Management LP | 157.97K | n/a | $16.22M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 143.11K | n/a | $14.69M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 33 | Rhumbline Advisers | 142.41K | n/a | $14.62M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 141.54K | n/a | $14.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Millennium Management ✦ | 130.42K | +1942.2% | $13.39M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 36 | Hotchkis & Wiley Capital Management… | 118.91K | n/a | $12.21M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Principal Financial Group Inc | 113.18K | n/a | $11.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Swiss National Bank | 98.60K | n/a | $10.12M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | California Public Employees… | 95.94K | n/a | $9.85M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 90.77K | n/a | $9.32M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 41 | Nuveen, LLC | 87.90K | n/a | $9.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Mariner, LLC | 85.86K | n/a | $8.81M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Legal & General Group Plc | 85.66K | n/a | $8.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 44 | First Trust Advisors Lp | 80.92K | n/a | $8.31M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Alyeska Investment Group, L.P. | 80.05K | n/a | $8.22M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 74.74K | +2.2% | $7.67M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 47 | Ameriprise Financial Inc | 71.37K | n/a | $7.33M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 48 | Barclays Plc | 67.35K | n/a | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | New York State Common Retirement… | 66.89K | n/a | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Alliancebernstein L.P. | 65.71K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank Of America Corp /De/ | 65.30K | n/a | $6.70M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 52 | Two Sigma Investments ✦ | 60.92K | -38.8% | $6.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Cetera Investment Advisers | 60.77K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Universal- Beteiligungs- und… | 53.09K | n/a | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Victory Capital Management Inc | 52.44K | n/a | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Corient Private Wealth LP | 50.76K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | California State Teachers… | 47.48K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Sei Investments Co | 45.80K | n/a | $4.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | State Board Of Administration Of… | 42.90K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 42.17K | +4.1% | $4.33M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 61 | Truist Financial Corp | 39.61K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Tudor Investment Corp Et Al | 38.63K | n/a | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 36.40K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | LPL Financial LLC | 35.09K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Wellington Management ✦ | 28.28K | -11.6% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | State Of Wisconsin Investment Board | 26.67K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Renaissance Technologies ✦ | 25.90K | -70.0% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Hrt Financial Lp | 23.77K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 22.23K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 70 | Pnc Financial Services Group, Inc. | 21.84K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 71 | Squarepoint Ops LLC | 16.43K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Zurcher Kantonalbank (Zurich… | 16.05K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Cibc World Market Inc. | 15.92K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Citigroup Inc | 13.87K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 75 | Susquehanna International Group, Llp | 11.93K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Creative Planning | 11.81K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Mml Investors Services, Llc | 10.27K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Franklin Resources Inc | 10.07K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 79 | HighTower Advisors, LLC | 9.83K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Mercer Global Advisors Inc /Adv | 8.88K | n/a | $911,630 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Fidelity (FMR) ✦ | 8.66K | -32.2% | $889,575 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Pictet Asset Management Holding SA | 7.46K | n/a | $765,508 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Captrust Financial Advisors | 6.98K | n/a | $716,842 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Pacer Advisors, Inc. | 6.30K | n/a | $646,924 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Jane Street Group, Llc | 6.28K | n/a | $644,459 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 86 | Hsbc Holdings Plc | 6.05K | n/a | $620,948 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 87 | DZ BANK AG Deutsche Zentral… | 6.00K | n/a | $616,020 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Wealth Enhancement Advisory… | 5.42K | n/a | $589,610 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Man Group plc | 5.49K | n/a | $563,350 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bnp Paribas Financial Markets | 5.43K | n/a | $557,190 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Voya Investment Management Llc | 5.39K | n/a | $553,802 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Neuberger Berman Group LLC | 4.84K | n/a | $497,436 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Focus Partners Wealth | 4.54K | n/a | $465,869 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Deutsche Bank Ag\ | 4.52K | n/a | $463,965 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 95 | GAMCO Investors ✦ | 4.10K | 0.0% | $420,947 | 0.0% | Held | 7 | SEC ↗ |
| 96 | Commonwealth Equity Services, Llc | 3.83K | n/a | $393,260 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Prudential Financial Inc | 3.29K | n/a | $342,878 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Walleye Trading LLC | 3.14K | n/a | $322,281 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Rockefeller Capital Management L.P. | 3.13K | n/a | $321,359 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | Federated Hermes, Inc. | 3.08K | n/a | $316,224 | 0.0% | n/c | 1 | SEC ↗ ×2 |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $81.78M | 0.1% |
| Norges Bank | $21.73M | 0.0% |
Закрыто
| Arrowstreet Capital | $8.73M | составлял 0.0% |
| Bridgewater Associates | $1.19M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 411 держатели, 52.53M акции, $4.10B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Aug 13
SC 13G/A: KAYNE ANDERSON RUDNICK INVESTMENT…
Aug 13
SC 13G: Life Cycle Investment Partners Ltd
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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