证券记录 · 已归档季度
THR
Thermon Group Holdings, Inc. · Industrials · Electrical Equipment & Parts
14被追踪持有人
+1Δ持有人
11.48M持有股份
$322.25M报告持仓市值
+2新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +7.7% ·
股份流向 +0.9% ·
净新建仓位 +7.1%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 1 | -90 | 78.19K | $4.78M | — | −91 |
| Q1 2026 | 95 | +9 | 20.84M | $1.05B | +16 | −7 |
| Q4 2025 | 86 | -1 | 22.00M | $817.43M | +1 | −2 |
| Q3 2025 | 17 | 0 | 13.17M | $352.03M | +1 | −1 |
| Q2 2025 | 14 | +1 | 11.48M | $322.25M | +2 | −1 |
| Q1 2025 | 10 | -2 | 3.10M | $86.41M | +1 | −3 |
| Q4 2024 | 12 | +2 | 3.14M | $90.34M | +2 | — |
| Q3 2024 | 9 | -1 | 2.44M | $72.91M | — | −1 |
| Q2 2024 | 10 | — | 2.50M | $76.79M | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (被动) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (被动) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (被动) | 3.22M | — | $90.47M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 2.63M | — | $73.75M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 2.42M | — | $68.02M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 2.42M | — | $68.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 2.42M | — | $68.02M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wellington Management ✦ | 901.26K | -27.8% | $25.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Wellington Management ✦ | 901.26K | -27.8% | $25.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Wellington Management ✦ | 901.26K | -27.8% | $25.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Wellington Management ✦ | 901.26K | -27.8% | $25.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Geode Capital Management ✦ (被动) | 791.13K | +0.3% | $22.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Geode Capital Management ✦ (被动) | 791.13K | +0.3% | $22.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (被动) | 779.79K | +1.0% | $21.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Arrowstreet Capital ✦ | 283.89K | +298.1% | $7.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 134.20K | +179.0% | $3.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 134.20K | +179.0% | $3.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Millennium Management ✦ | 117.63K | +1174.0% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 99.00K | -4.7% | $2.78M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Point72 Asset Management ✦ | 32.98K | 新增 | $926,098 | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 28.85K | -28.5% | $810,024 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 28.85K | -28.5% | $810,024 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 28.85K | -28.5% | $810,024 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 22.63K | 新增 | $635,422 | 0.0% | New | 1 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 13.88K | +9.0% | $389,778 | 0.0% | ▲ Add | 5 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Point72 Asset Management | $926,098 | 0.0% |
| Two Sigma Investments | $635,422 | 0.0% |
已清仓
| Norges Bank | $222,800 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 214 持有人, 32.76M 股份, $1.59B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据