Запись по ценной бумаге · архивный квартал
XP
XP Inc. · Financial Services · Financial - Capital Markets
132Отслеживаемые держатели
+7Δ держателей
252.29MАкций в держании
$4.80BОтчётная стоимость
+14Новые позиции
−8Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +5.6% ·
поток акций +1.7% ·
новые чистые позиции +4.5%
— формула
Широкое накопление — рост доли акций у большего 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 128 | -2 | 251.07M | $4.08B | +6 | −7 |
| Q1 2026 | 132 | +7 | 252.29M | $4.80B | +14 | −8 |
| Q4 2025 | 125 | +1 | 256.36M | $4.20B | +2 | — |
| Q3 2025 | 20 | -1 | 175.93M | $3.31B | +1 | −3 |
| Q2 2025 | 19 | 0 | 172.11M | $3.48B | +1 | −1 |
| Q1 2025 | 16 | 0 | 127.91M | $1.76B | — | — |
| Q4 2024 | 16 | 0 | 112.11M | $1.33B | +2 | −2 |
| Q3 2024 | 15 | +1 | 94.69M | $1.70B | +2 | −1 |
| Q2 2024 | 14 | — | 95.74M | $1.68B | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (пассивный) | 46.51M | -0.5% | $885.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Dodge & Cox ✦ | 32.73M | -3.6% | $623.12M | 0.3% | ▼ Trim | 8 | SEC ↗ |
| 23 | Capital World Investors ✦ | 19.10M | -49.0% | $363.73M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 24 | Massachusetts Financial Services Co… | 12.33M | +0.6% | $235.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Massachusetts Financial Services Co… | 12.33M | +0.6% | $235.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Massachusetts Financial Services Co… | 12.33M | +0.6% | $235.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Massachusetts Financial Services Co… | 12.33M | +0.6% | $235.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Massachusetts Financial Services Co… | 12.33M | +0.6% | $235.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Massachusetts Financial Services Co… | 12.33M | +0.6% | $235.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Massachusetts Financial Services Co… | 12.33M | +0.6% | $235.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (пассивный) | 9.76M | +2.8% | $185.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 9.09M | +23.4% | $172.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 9.09M | +23.4% | $172.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 9.09M | +23.4% | $172.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 9.09M | +23.4% | $172.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Ninety One UK Ltd | 8.06M | +30.2% | $153.38M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 37 | Arrowstreet Capital ✦ | 7.66M | -35.1% | $145.83M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 5.98M | -37.2% | $113.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 5.98M | -37.2% | $113.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 5.98M | -37.2% | $113.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 5.98M | -37.2% | $113.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 5.98M | -37.2% | $113.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 5.98M | -37.2% | $113.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 5.98M | -37.2% | $113.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 5.98M | -37.2% | $113.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 5.98M | -37.2% | $113.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 5.63M | +2743.5% | $107.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 5.63M | +2743.5% | $107.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 49 | Bank Of America Corp /De/ | 5.15M | +33.4% | $98.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank Of America Corp /De/ | 5.15M | +33.4% | $98.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of America Corp /De/ | 5.15M | +33.4% | $98.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of America Corp /De/ | 5.15M | +33.4% | $98.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Capital Research Global Investors | 5.00M | Новый | $95.22M | 0.0% | New | 1 | SEC ↗ |
| 54 | Geode Capital Management ✦ (пассивный) | 4.77M | -1.9% | $90.47M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 55 | Geode Capital Management ✦ (пассивный) | 4.77M | -1.9% | $90.47M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 56 | Fisher Asset Management ✦ | 4.40M | +0.5% | $83.79M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 57 | Marshall Wace ✦ | 3.24M | +484.1% | $61.70M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 58 | Marshall Wace ✦ | 3.24M | +484.1% | $61.70M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 59 | Marshall Wace ✦ | 3.24M | +484.1% | $61.70M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 60 | Oaktree Capital Management ✦ | 3.17M | -4.5% | $60.40M | 1.4% | ▼ Trim | 3 | SEC ↗ |
| 61 | Franklin Resources Inc | 3.02M | +10.3% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Franklin Resources Inc | 3.02M | +10.3% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Franklin Resources Inc | 3.02M | +10.3% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Franklin Resources Inc | 3.02M | +10.3% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Franklin Resources Inc | 3.02M | +10.3% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Franklin Resources Inc | 3.02M | +10.3% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | American Century Companies Inc | 2.98M | +19.8% | $56.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 2.94M | +23.1% | $56.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 2.94M | +23.1% | $56.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | UBS AM, a distinct business unit of… | 2.94M | +23.1% | $56.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | UBS AM, a distinct business unit of… | 2.94M | +23.1% | $56.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | UBS AM, a distinct business unit of… | 2.94M | +23.1% | $56.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 2.94M | +23.1% | $56.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 2.94M | +23.1% | $56.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | UBS AM, a distinct business unit of… | 2.94M | +23.1% | $56.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Legal & General Group Plc | 2.82M | +2.0% | $53.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Legal & General Group Plc | 2.82M | +2.0% | $53.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Legal & General Group Plc | 2.82M | +2.0% | $53.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Man Group plc | 2.81M | +9038.2% | $53.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Man Group plc | 2.81M | +9038.2% | $53.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Bamco Inc /Ny/ | 2.67M | +123.7% | $50.92M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 82 | Northern Trust Corp | 2.65M | +3.1% | $50.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Northern Trust Corp | 2.65M | +3.1% | $50.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Northern Trust Corp | 2.65M | +3.1% | $50.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Northern Trust Corp | 2.65M | +3.1% | $50.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Northern Trust Corp | 2.65M | +3.1% | $50.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Northern Trust Corp | 2.65M | +3.1% | $50.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Northern Trust Corp | 2.65M | +3.1% | $50.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Northern Trust Corp | 2.65M | +3.1% | $50.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Russell Investments Group, Ltd. | 1.96M | +29.9% | $37.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Capital Research Global… | $95.22M | 0.0% |
Закрыто
| Norges Bank | $80.20M | составлял 0.0% |
| Allianz Asset Management GmbH | $3.29M | составлял 0.0% |
| Parallax Volatility Advisers… | $558,643 | составлял 0.0% |
| Nomura Holdings Inc | $328,006 | составлял 0.0% |
| Balyasny Asset Management L.P. | $211,893 | составлял 0.0% |
| 1832 Asset Management L.P. | $179,235 | составлял 0.0% |
| National Bank Of Canada /Fi/ | $5,484 | составлял 0.0% |
| Northwestern Mutual Wealth… | $1,407 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 353 держатели, 331.73M акции, $6.15B 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 держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
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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