TMHC
Taylor Morrison Home Corporation · Consumer Cyclical · Residential Construction
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | — | 64.48M | $4.62B | +13 | −16 |
| Q1 2026 | 127 | — | 72.29M | $4.22B | +6 | −6 |
| Q4 2025 | 125 | — | 78.03M | $4.59B | +2 | −2 |
| Q3 2025 | 20 | — | 41.93M | $2.77B | +2 | −4 |
| Q2 2025 | 19 | — | 39.53M | $2.43B | +1 | — |
| Q1 2025 | 15 | — | 13.58M | $815.18M | +1 | −1 |
| Q4 2024 | 15 | — | 13.32M | $815.16M | +2 | — |
| Q3 2024 | 12 | — | 8.05M | $565.33M | +1 | −1 |
| Q2 2024 | 12 | — | 8.01M | $443.87M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 15.19M | — | $932.82M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 9.95M | — | $611.00M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passif) | 9.95M | — | $611.00M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passif) | 9.95M | — | $611.00M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | The Vanguard Group ✦ (passif) | 9.95M | — | $611.00M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | The Vanguard Group ✦ (passif) | 9.95M | — | $611.00M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (passif) | 4.53M | -3.9% | $278.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passif) | 2.49M | -2.4% | $153.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passif) | 2.49M | -2.4% | $153.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Norges Bank ✦ (passif) | 1.52M | -3.3% | $93.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Millennium Management ✦ | 1.30M | +69.0% | $79.54M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 1.27M | +118.0% | $77.93M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 1.27M | +118.0% | $77.93M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.27M | +118.0% | $77.93M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 1.27M | +118.0% | $77.93M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 1.27M | +118.0% | $77.93M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 1.27M | +118.0% | $77.93M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 899.52K | — | $55.25M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 899.52K | — | $55.25M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 899.52K | — | $55.25M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 899.52K | — | $55.25M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 899.52K | — | $55.25M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 479.21K | -10.4% | $29.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 479.21K | -10.4% | $29.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Fisher Asset Management ✦ | 456.68K | -63.4% | $28.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | Arrowstreet Capital ✦ | 357.71K | -52.4% | $21.97M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Bridgewater Associates ✦ | 356.42K | +8.4% | $21.89M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 297.04K | Nouveau | $18.24M | 0.0% | New | 1 | SEC ↗ |
| 48 | Two Sigma Investments ✦ | 197.22K | +95.7% | $12.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 126.79K | -36.7% | $7.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 93.12K | -1.1% | $5.72M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | Marshall Wace ✦ | 8.03K | +12.0% | $493,141 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Gotham Asset Management ✦ | 5.45K | -0.9% | $334,432 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Renaissance Technologies ✦ | 4.05K | -96.5% | $248,935 | 0.0% | ▼ Trim | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $18.24M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 448 détenteurs, 94.25M actions, $5.24B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.