Запись по ценной бумаге · архивный квартал
THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
110Отслеживаемые держатели
-7Δ держателей
33.31MАкций в держании
$2.66BОтчётная стоимость
+5Новые позиции
−13Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -6.0% ·
поток акций -1.1% ·
новые чистые позиции -7.3%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 4.76M | +3.1% | $380.07M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 2 | Kayne Anderson Rudnick Investment… | 4.29M | -8.7% | $342.71M | 1.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Dimensional Fund Advisors Lp | 3.15M | +3.1% | $251.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Vanguard Capital Management Llc | 2.27M | n/a | $181.36M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (пассивный) | 1.65M | +1.6% | $131.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Capital Research Global Investors | 1.55M | -2.1% | $123.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.36M | +8.8% | $106.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 8 | Geode Capital Management ✦ (пассивный) | 993.55K | +3.5% | $79.40M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | American Century Companies Inc | 963.00K | -20.6% | $76.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Harris Associates (Oakmark) ✦ | 962.58K | -9.3% | $76.90M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 904.82K | +48.6% | $72.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 680.45K | -6.6% | $54.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 13 | Charles Schwab Investment… | 678.07K | +4.2% | $54.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 620.92K | +25059.0% | $49.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Wells Fargo & Company/Mn | 582.02K | -8.4% | $46.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | UBS Group AG | 557.17K | +144.1% | $44.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Northern Trust Corp | 466.67K | +1.6% | $37.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 18 | Bank of New York Mellon Corp | 416.68K | -2.8% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 19 | Balyasny Asset Management L.P. | 404.41K | -62.6% | $32.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 401.91K | -5.8% | $32.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 21 | Goldman Sachs Group ✦ | 350.04K | +36.6% | $27.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Invesco Ltd. | 259.43K | +5.3% | $20.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 23 | Raymond James Financial Inc | 245.20K | -13.0% | $19.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Barclays Plc | 242.68K | +260.4% | $19.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Royal London Asset Management Ltd | 239.39K | -9.5% | $19.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | ProShare Advisors LLC | 218.89K | -28.1% | $17.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Janus Henderson Group Plc | 209.17K | +31.9% | $16.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Citadel Advisors ✦ | 205.44K | -74.2% | $16.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Bank Of America Corp /De/ | 189.89K | +190.8% | $15.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Lazard Asset Management Llc | 184.83K | +9.2% | $14.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Gotham Asset Management ✦ | 172.36K | -53.5% | $13.77M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 32 | Stifel Financial Corp | 171.36K | -5.4% | $13.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 33 | UBS AM, a distinct business unit of… | 151.19K | +5.7% | $12.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 34 | Rhumbline Advisers | 144.80K | +1.7% | $11.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Millennium Management ✦ | 126.56K | -3.0% | $10.11M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 36 | Hotchkis & Wiley Capital Management… | 124.83K | +5.0% | $9.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 121.25K | -23.2% | $9.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Franklin Resources Inc | 120.08K | +1092.7% | $9.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 39 | Principal Financial Group Inc | 117.92K | +4.2% | $9.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Mariner, LLC | 110.14K | +28.3% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 100.12K | +34.0% | $8.00M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 42 | Swiss National Bank | 99.30K | +0.7% | $7.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | California Public Employees… | 97.76K | +1.9% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Nuveen, LLC | 91.92K | +4.6% | $7.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | Victory Capital Management Inc | 84.19K | +60.6% | $6.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 64.75K | -1.5% | $6.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Tudor Investment Corp Et Al | 82.68K | +114.0% | $6.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Two Sigma Investments ✦ | 79.37K | +30.3% | $6.34M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | First Trust Advisors Lp | 79.34K | -1.9% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 78.40K | -13.6% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 51 | Legal & General Group Plc | 75.67K | -11.7% | $6.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Cetera Investment Advisers | 68.01K | +11.9% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | New York State Common Retirement… | 66.89K | 0.0% | $5.34M | 0.0% | Held | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 66.15K | -53.3% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Ameriprise Financial Inc | 65.96K | -7.6% | $5.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 56 | California State Teachers… | 59.24K | +24.8% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Sei Investments Co | 54.48K | +19.0% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Qube Research & Technologies Ltd | 51.11K | Новый | $4.08M | 0.0% | New | 1 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 47.35K | +12.3% | $3.78M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 60 | Susquehanna International Group, Llp | 44.87K | +276.0% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | State Board Of Administration Of… | 41.28K | -3.8% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Truist Financial Corp | 35.58K | -10.2% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Manufacturers Life Insurance… | 35.45K | -2.6% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | LPL Financial LLC | 33.67K | -4.0% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Corient Private Wealth LP | 26.36K | -48.1% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Arrowstreet Capital ✦ | 26.23K | Новый | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 67 | Fifth Third Bancorp | 23.49K | +2594.0% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | State Of Wisconsin Investment Board | 22.29K | -16.4% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 21.54K | -3.1% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 70 | Zurcher Kantonalbank (Zurich… | 21.29K | +32.6% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Creative Planning | 19.55K | +65.5% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 19.20K | -12.1% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 73 | Citigroup Inc | 16.60K | +19.7% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 74 | Cibc World Market Inc. | 15.98K | +0.4% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Universal- Beteiligungs- und… | 12.01K | -77.4% | $959,319 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | HighTower Advisors, LLC | 8.77K | -10.8% | $700,412 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 8.08K | -6.7% | $645,757 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 78 | Pictet Asset Management Holding SA | 7.93K | +6.4% | $633,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Mml Investors Services, Llc | 7.34K | -28.5% | $586,357 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Mercer Global Advisors Inc /Adv | 7.14K | -19.5% | $570,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Bnp Paribas Financial Markets | 7.07K | +30.2% | $564,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Captrust Financial Advisors | 6.47K | -7.3% | $516,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Pacer Advisors, Inc. | 6.07K | -3.7% | $485,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Canada Pension Plan Investment Board | 5.90K | +227.8% | $471,351 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Voya Investment Management Llc | 5.25K | -2.6% | $419,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Deutsche Bank Ag\ | 4.87K | +7.8% | $389,145 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 87 | Wealth Enhancement Advisory… | 4.94K | -8.9% | $381,944 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | GAMCO Investors ✦ | 4.10K | 0.0% | $327,549 | 0.0% | Held | 8 | SEC ↗ |
| 89 | Neuberger Berman Group LLC | 4.09K | -15.7% | $326,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Commonwealth Equity Services, Llc | 3.91K | +2.1% | $312,430 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Amundi | 3.28K | Новый | $262,359 | 0.0% | New | 1 | SEC ↗ |
| 92 | Prudential Financial Inc | 3.12K | -5.2% | $249,017 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Ensign Peak Advisors, Inc | 3.06K | 0.0% | $244,783 | 0.0% | Held | 2 | SEC ↗ |
| 94 | Hsbc Holdings Plc | 3.02K | -50.0% | $241,587 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Jane Street Group, Llc | 2.97K | -52.7% | $237,193 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 96 | Rockefeller Capital Management L.P. | 2.91K | -7.0% | $232,611 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 97 | Federated Hermes, Inc. | 2.62K | -14.8% | $209,711 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 98 | Us Bancorp \De\ | 2.25K | -8.5% | $179,711 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 99 | Osaic Holdings, Inc. | 2.04K | +5.7% | $163,291 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | Northwestern Mutual Wealth… | 1.20K | +52.5% | $95,904 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Qube Research & Technologies… | $4.08M | 0.0% |
| Arrowstreet Capital | $2.10M | 0.0% |
| Amundi | $262,359 | 0.0% |
Закрыто
| Norges Bank | $21.73M | составлял 0.0% |
| Alyeska Investment Group, L.P. | $8.22M | составлял 0.0% |
| Wellington Management | $2.90M | составлял 0.0% |
| Renaissance Technologies | $2.66M | составлял 0.0% |
| Hrt Financial Lp | $2.44M | составлял 0.0% |
| Squarepoint Ops LLC | $1.69M | составлял 0.0% |
| DZ BANK AG Deutsche Zentral… | $616,020 | составлял 0.0% |
| Man Group plc | $563,350 | составлял 0.0% |
| Focus Partners Wealth | $465,869 | составлял 0.0% |
| Walleye Trading LLC | $322,281 | составлял 0.0% |
| Brown Advisory Inc | $287,373 | составлял 0.0% |
| Danske Bank A/S | $41,068 | 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.
Oct 19
SC 13G/A: ACR Alpine Capital Research, LLC
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: Q1 2026 ·
Методология ·
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