증권 기록
THO
Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
106추적 보유자
0Δ 보유자
32.55M보유 주식 수
$2.45B보고 가치
+8신규 편입 포지션
−9청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 -2.3% · 순 신규 포지션 -0.9% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q1 2025 | 13 | +1 | 5.02M | $380.89M | +2 | −1 |
| Q4 2024 | 12 | -1 | 5.41M | $517.67M | — | −1 |
| Q3 2024 | 12 | +1 | 4.64M | $509.94M | +1 | — |
| Q2 2024 | 11 | — | 4.76M | $444.93M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 4.83M | +1.6% | $363.26M | 0.0% | ▲ Add | 5 | SEC ↗ ×17 |
| 2 | Kayne Anderson Rudnick Investment… | 3.62M | -15.5% | $272.42M | 0.8% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Dimensional Fund Advisors Lp | 3.09M | -1.8% | $232.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Vanguard Capital Management Llc | 2.29M | +0.7% | $171.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (패시브) | 1.69M | +2.7% | $127.11M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Capital Research Global Investors | 1.42M | -8.5% | $106.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (패시브) | 998.96K | +0.5% | $75.11M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 987.88K | +9.2% | $74.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Harris Associates (Oakmark) ✦ | 923.94K | -4.0% | $69.44M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 10 | Canada Pension Plan Investment Board | 870.39K | +14652.4% | $65.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 845.26K | +24.2% | $63.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 12 | Jones Financial Companies Lllp | 728.30K | +17.3% | $57.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Charles Schwab Investment… | 667.58K | -1.6% | $50.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | UBS Group AG | 615.28K | +10.4% | $46.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | American Century Companies Inc | 561.49K | -41.7% | $42.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 522.00K | -10.3% | $39.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 17 | Citadel Advisors ✦ | 513.12K | +149.8% | $38.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Northern Trust Corp | 484.33K | +3.8% | $36.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 19 | Goldman Sachs Group ✦ | 398.27K | +13.8% | $29.93M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 20 | Bank of New York Mellon Corp | 385.61K | -7.5% | $28.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 21 | Two Sigma Investments ✦ | 355.17K | +347.5% | $26.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 353.04K | +435.3% | $26.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | ProShare Advisors LLC | 328.13K | +49.9% | $24.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 322.62K | -19.7% | $24.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 25 | Norges Bank ✦ (패시브) | 284.90K | 신규 | $21.41M | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 224.60K | -83.5% | $17.91M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 27 | Royal London Asset Management Ltd | 237.98K | -0.6% | $17.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Invesco Ltd. | 208.93K | -19.5% | $15.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 29 | Raymond James Financial Inc | 202.60K | -17.4% | $15.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Quantinno Capital Management LP | 190.42K | +57.0% | $14.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Hotchkis & Wiley Capital Management… | 180.39K | +44.5% | $13.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 178.74K | +62.3% | $13.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 154.50K | -9.8% | $11.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Rhumbline Advisers | 154.44K | +6.7% | $11.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 149.91K | -0.8% | $11.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 36 | First Trust Advisors Lp | 125.71K | +58.4% | $9.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 122.59K | -28.9% | $9.21M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 38 | Principal Financial Group Inc | 119.45K | +1.3% | $8.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Swiss National Bank | 100.30K | +1.0% | $7.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Barclays Plc | 99.58K | -59.0% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Tudor Investment Corp Et Al | 98.18K | +18.8% | $7.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Nuveen, LLC | 97.46K | +6.0% | $7.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 43 | Bank Of America Corp /De/ | 91.62K | -51.8% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 44 | Russell Investments Group, Ltd. | 84.92K | +8.3% | $6.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 45 | Cetera Investment Advisers | 79.47K | +16.9% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 77.37K | -22.7% | $5.72M | 0.0% | ▼ Trim | 9 | SEC ↗ ×4 |
| 47 | Legal & General Group Plc | 75.29K | -0.5% | $5.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 48 | Alliancebernstein L.P. | 63.34K | -2.2% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | New York State Common Retirement… | 66.20K | -1.0% | $4.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Allianz Asset Management GmbH | 65.80K | 신규 | $4.95M | 0.0% | New | 1 | SEC ↗ |
| 51 | Arrowstreet Capital ✦ | 65.20K | +148.6% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Cerity Partners LLC | 65.18K | -1.5% | $4.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | California Public Employees… | 64.86K | -33.7% | $4.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Nordea Investment Management Ab | 58.76K | 신규 | $4.46M | 0.0% | New | 1 | SEC ↗ ×2 |
| 55 | Sei Investments Co | 52.89K | -2.9% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | T. Rowe Price ✦ | 51.40K | +8.6% | $3.86M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 57 | Holocene Advisors, LP | 46.66K | 신규 | $3.51M | 0.0% | New | 1 | SEC ↗ |
| 58 | Hrt Financial Lp | 44.95K | 신규 | $3.38M | 0.0% | New | 1 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 43.09K | -4.0% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Franklin Resources Inc | 41.13K | -65.8% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 61 | State Board Of Administration Of… | 40.35K | -2.2% | $3.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Lazard Asset Management Llc | 39.88K | -78.4% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Citigroup Inc | 39.04K | +135.2% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | Victory Capital Management Inc | 37.10K | -55.9% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Corient Private Wealth LP | 35.05K | +32.9% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 34.46K | -2.8% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | LPL Financial LLC | 33.21K | -1.4% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Peak6 Llc | 32.74K | +4603.4% | $2.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 69 | Creative Planning | 29.73K | +52.1% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Millennium Management ✦ | 29.48K | -76.7% | $2.22M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 71 | Truist Financial Corp | 27.77K | -21.9% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 72 | Tweedy, Browne ✦ | 26.53K | 신규 | $1.99M | 0.2% | New | 1 | SEC ↗ |
| 73 | Marshall Wace ✦ | 24.44K | 신규 | $1.84M | 0.0% | New | 1 | SEC ↗ ×2 |
| 74 | Bank Of Montreal /Can/ | 20.83K | -3.3% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 75 | Fifth Third Bancorp | 20.68K | -12.0% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Bridgewater Associates ✦ | 19.57K | 신규 | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 77 | Wealth Enhancement Advisory… | 20.17K | +308.5% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | State Of Wisconsin Investment Board | 18.75K | -15.9% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Cibc World Market Inc. | 17.44K | +9.1% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 14.84K | -22.7% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 81 | Zurcher Kantonalbank (Zurich… | 13.49K | -36.6% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Pacer Advisors, Inc. | 9.30K | +53.2% | $699,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Mml Investors Services, Llc | 7.95K | +8.3% | $597,339 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Pictet Asset Management Holding SA | 7.93K | 0.0% | $596,094 | 0.0% | Held | 3 | SEC ↗ |
| 85 | Universal- Beteiligungs- und… | 7.85K | -34.6% | $590,231 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Mercer Global Advisors Inc /Adv | 7.74K | +8.4% | $581,962 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Captrust Financial Advisors | 6.95K | +7.5% | $522,663 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 6.48K | -19.9% | $486,840 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 89 | Deutsche Bank Ag\ | 6.33K | +29.9% | $475,537 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 90 | Voya Investment Management Llc | 5.21K | -0.9% | $391,208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Bnp Paribas Financial Markets | 4.76K | -32.6% | $357,762 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Neuberger Berman Group LLC | 4.24K | +3.7% | $317,380 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | GAMCO Investors ✦ | 4.10K | 0.0% | $308,156 | 0.0% | Held | 9 | SEC ↗ |
| 94 | Commonwealth Equity Services, Llc | 4.03K | +2.9% | $302,590 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Hsbc Holdings Plc | 3.83K | +26.6% | $287,637 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Prudential Financial Inc | 3.07K | -1.6% | $230,516 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Osaic Holdings, Inc. | 2.61K | +27.6% | $196,051 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 98 | Federated Hermes, Inc. | 2.24K | -14.8% | $168,133 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 99 | Ensign Peak Advisors, Inc | 2.21K | -27.7% | $166,404 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Us Bancorp \De\ | 1.80K | -20.1% | $135,191 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Norges Bank | $21.41M | 0.0% |
| Allianz Asset Management GmbH | $4.95M | 0.0% |
| Nordea Investment Management… | $4.46M | 0.0% |
| Holocene Advisors, LP | $3.51M | 0.0% |
| Hrt Financial Lp | $3.38M | 0.0% |
| Tweedy, Browne | $1.99M | 0.2% |
| Marshall Wace | $1.84M | 0.0% |
| Bridgewater Associates | $1.47M | 0.0% |
청산됨
| Balyasny Asset Management L.P. | $32.31M | 이었음 0.1% |
| Qube Research & Technologies… | $4.08M | 이었음 0.0% |
| HighTower Advisors, LLC | $700,412 | 이었음 0.0% |
| Amundi | $262,359 | 이었음 0.0% |
| Jane Street Group, Llc | $237,193 | 이었음 0.0% |
| Mitsubishi UFJ Trust &… | $91,714 | 이었음 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $77,733 | 이었음 0.0% |
| Mirae Asset Global… | $21,251 | 이었음 0.0% |
| National Bank Of Canada /Fi/ | $702 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 411 보유 기관, 52.53M 주식, $4.10B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
Aug 13
SC 13G/A — KAYNE ANDERSON RUDNICK INVESTMENT…
Aug 13
SC 13G — Life Cycle Investment Partners Ltd
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
API를 통해 조회