13F 机构持仓事实摘要

追踪机构数

40

披露持仓价值

$6,860,606.00

披露股数

380,089

最新披露周期

Q1 2026

主要机构持有者

  1. Josef Lakonishok - Lsv Asset Management · $41,755,000 · 0.09%
  2. Dmitry Balyasny - Balyasny Asset Management · $10,770,471 · 0.01%
  3. Steve Cohen - Point72 Asset Management · $3,133,155 · <0.01%%
  4. Wellington Management · $22,672,243 · <0.01%%
  5. Charles Schwab · $22,887,544 · <0.01%%
  6. David Solomon - Goldman Sachs · $24,854,351 · <0.01%%

数据来源与限制

本页使用公开 SEC Form 13F 披露和相关机构申报数据。13F 属于周期性披露,不代表当前实时持仓。

13F Hub 仅提供研究和教育数据,不提供个性化投资建议。

$UPBD

机构持仓

40

主要持仓机构

主要持仓机构

1

Josef Lakonishok - Lsv Asset Management

2,313,279

0.09%

占比

2

Dmitry Balyasny - Balyasny Asset Management

596,702

0.01%

占比

3

Steve Cohen - Point72 Asset Management

173,582

NaN%

占比

4

Wellington Management

1,256,080

NaN%

占比

5

Charles Schwab

1,268,008

NaN%

占比

6

David Solomon - Goldman Sachs

1,376,972

NaN%

占比

7

David E. Shaw - D.E. Shaw & Co.

182,689

NaN%

占比

8

Larry Fink - BlackRock

8,208,065

NaN%

占比

9

Israel Englander - Millennium Management

179,399

NaN%

占比

10

New York State Teachers Retirement System

68,884

NaN%

占比

11

Cliff Asness - AQR Capital Management

287,314

NaN%

占比

12

Ken Griffin - Citadel Advisors

155,885

NaN%

占比

13

Renaissance Technologies

63,900

NaN%

占比

14

Geode Capital Management

1,354,984

NaN%

占比

15

Invesco

531,825

NaN%

占比

16

Northern Trust Corp

602,160

NaN%

占比

17

State Street Corp

2,296,489

NaN%

占比

18

BNP Paribas

81,455

NaN%

占比

19

Morgan Stanley

783,721

NaN%

占比

20

Nuveen

148,218

NaN%

占比

21

UBS Group

220,238

NaN%

占比

22

Legal & General

126,813

NaN%

占比

23

AllianceBernstein (AB)

72,428

NaN%

占比

24

Janus Henderson Group

23,555

NaN%

占比

25

Two Sigma Investments

13,500

NaN%

占比

26

T. Rowe Price

72,561

NaN%

占比

27

Franklin Resources

29,344

NaN%

占比

28

PNC Financial Services

3,685

NaN%

占比

29

Canada Pension Plan Investment Board

0

0.00%

占比

30

Jane Street Group

0

0.00%

占比

31

SG Americas Securities

0

0.00%

占比

32

Voya Investment Mgmt

0

0.00%

占比

33

Hotchkis & Wiley

737,660

0.04%

占比

34

Segall Bryant & Hamill, LLC

86,365

0.03%

占比

35

PSP Investments

186,415

0.01%

占比

36

Jefferies Group

12,211

NaN%

占比

37

Lazard Asset Management

0

0.00%

占比

38

Verition Fund Management LLC

0

0.00%

占比

39

Bill Miller - Miller Value Partners

120,000

0.57%

占比

40

Jamie Dimon - JPMorgan Chase

0

0.00%

占比

机构洞察PRO

规模分布

MEGA

34%

LARGE

28%

MEDIUM

22%

SMALL

16%

地理分布

North America
64%
Europe
28%
Asia Pacific
11%
Other
9%

机构活动

Buyers

59

Sellers

23

Holders

67

New

19

Exited

6

解锁 Pro 版本查看完整数据

内幕交易PRO

交易统计

Insider Buyers

22

Insider Sellers

23

Purchase Value

$14.1M

角色分布

CEO
29%
CFO
17%
Director
33%
VP
16%
Other
5%
解锁 Pro 版本查看完整数据

综合评级PRO

89

A

综合得分

Moderate institutional interest with stable holdings

评级维度

Institutional Ownership
74
Recent Activity
88
Concentration
72
Momentum
91
Stability
77

近期动作

New

14

Increased

33

Decreased

20

Exited

4

Total

55

解锁 Pro 版本查看完整数据