Stockfacts
應用場景文件定價
登入免費註冊
總覽財報趨勢法說會期權機構持股內部人公司行動SEC 文件
Stockfacts

給投資人與 AI agent 的美股 EOD 資料庫

資料為 EOD 非即時,非投資建議

應用場景Dashboard

機構持股 · 13F

第一手 SEC EDGAR 13F-HR 機構持倉:依市值排序的前 25 大持有人,以及本季增持 / 減持最多的機構。季度 2026-03-31。

持倉結構

機構持股–
內部人–
機構家數105
機構 –內部人 –其他流通 100.0%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$70.08M已顯示持有人市值總和
淨持倉變化10 增持 · 10 減持本季變動最大的機構

依市值排序的前幾大持有人

顯示 25 筆
申報機構持股數市值Δ 持股變動
STONE POINT CAPITAL LLCCIK 0001332638
5,822,728$21.89M–no_change
MORGAN STANLEYCIK 0000895421
5,413,529$20.35M+2,945,675↑ INC
ARES MANAGEMENT LLCCIK 0001259313
1,071,148$4.03M+759,489↑ INC
Freestone Capital Holdings, LLCCIK 0001470876
916,289$3.45M+387,933↑ INC
Blackstone Inc.CIK 0001393818
750,000$2.82M+750,000NEW
PFG Investments, LLCCIK 0001973224
651,765$2.45M-187,698↓ DEC
Legacy Wealth Managment, LLC/IDCIK 0002045082
575,559$2.16M+12,253↑ INC
Virtus Investment Advisers, LLCCIK 0000019481
467,814$1.76M+165,724↑ INC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604
397,427$1.58M-880,768↓ DEC
&PARTNERSCIK 0000107136
287,221$1.08M+84,536↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
243,982$917.37K-8,936↓ DEC
XTX Topco LtdCIK 0001828301
239,726$901.37K+105,313↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
232,098$872.69K-178,732↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
199,577$750.41K-260,741↓ DEC
Kestra Advisory Services, LLCCIK 0001830819
179,575$675.20K+2,264↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
179,280$674.08K-17,405↓ DEC
Samalin Investment Counsel, LLCCIK 0001544366
147,294$553.82K+74,070↑ INC
Cetera Investment AdvisersCIK 0001666741
142,565$536.04K+25,155↑ INC
LPL Financial LLCCIK 0001403438
116,895$439.52K-6,553↓ DEC
MONEY CONCEPTS CAPITAL CORPCIK 0000716851
113,479$426.68K-241,118↓ DEC
Private Advisor Group, LLCCIK 0001567755
111,394$418.85K-619↓ DEC
Apollon Wealth Management, LLCCIK 0001764387
96,673$363.49K+2,400↑ INC
Balboa Wealth PartnersCIK 0001929008
89,903$338.04K-440↓ DEC
Magnolia Private Wealth, LLCCIK 0002055130
87,250$328.06K+87,250NEW
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451
82,817$311.39K-11,926↓ DEC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+2,945,675$20.35M
ARES MANAGEMENT LLC↑ INC
+759,489$4.03M
Blackstone Inc.NEW
+750,000$2.82M
Freestone Capital Holdings, LLC↑ INC
+387,933$3.45M
Virtus Investment Advisers, LLC↑ INC
+165,724$1.76M
XTX Topco Ltd↑ INC
+105,313$901.37K
Magnolia Private Wealth, LLCNEW
+87,250$328.06K
&PARTNERS↑ INC
+84,536$1.08M
Samalin Investment Counsel, LLC↑ INC
+74,070$553.82K
Keudell/Morrison Wealth ManagementNEW
+71,709$269.63K

減持最多(賣方)

申報機構Δ 持股市值
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC
-880,768$1.58M
JANE STREET GROUP, LLC↓ DEC
-260,741$750.41K
MONEY CONCEPTS CAPITAL CORP↓ DEC
-241,118$426.68K
PFG Investments, LLC↓ DEC
-187,698$2.45M
RAYMOND JAMES FINANCIAL INC↓ DEC
-178,732$872.69K
WEDBUSH SECURITIES INC↓ DEC
-120,001$668.00
TWO SIGMA SECURITIES, LLC↓ DEC
-59,346$52.04K
Oxinas Partners, LLC↓ DEC
-54,585$306.82K
Cambridge Investment Research Advisors, Inc.↓ DEC
-26,503$186.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-20,658$152.98K