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124
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$127.78M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
MORGAN STANLEYCIK 0000895421
8,860,374$38.90M-897,270↓ DEC
UBS Group AGCIK 0001610520
5,650,991$24.81M-163,994↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
2,905,991$12.76M+659,947↑ INC
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766
2,234,353$9.81M+252,781↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,789,847$7.86M-277,375↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
1,275,264$5.60M+36,012↑ INC
LPL Financial LLCCIK 0001403438
1,133,650$4.98M+21,716↑ INC
ROYAL BANK OF CANADACIK 0001000275
814,725$3.58M+256,993↑ INC
Sanctuary Advisors, LLCCIK 0001777271
768,673$3.37M+116,157↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
406,489$1.78M+30,256↑ INC
WealthTrust Axiom LLCCIK 0001425949
356,578$1.57M+26,340↑ INC
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153
344,166$1.51M+26,086↑ INC
ROMAN BUTLER FULLERTON & COCIK 0000733444
276,840$1.26M+5,282↑ INC
Tennessee Valley Asset Management PartnersCIK 0001826790
262,652$1.15M+70,653↑ INC
Cooper Financial GroupCIK 0001751581
261,404$1.15M+9,777↑ INC
Cetera Investment AdvisersCIK 0001666741
230,262$1.01M+1,510↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
226,645$994.97K+37,567↑ INC
180 WEALTH ADVISORS, LLCCIK 0001730817
220,375$967.44K+21,518↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
212,689$933.71K-2,695↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
169,917$745.92K-21,154↓ DEC
Rayburn West Financial Services LLCCIK 0002107467
161,570$709.29K+7,000↑ INC
Investment Partners Asset Management, Inc.CIK 0001384416
152,845$670.99K-32,758↓ DEC
Rockefeller Capital Management L.P.CIK 0001739439
151,507$665.12K-31,039↓ DEC
Mariner, LLCCIK 0001373442
126,573$550.72K-9,792↓ DEC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
102,908$451.77K-1,270,451↓ DEC

增持最多(買方)

申報機構Δ 持股市值
WELLS FARGO & COMPANY/MN↑ INC
+659,947$12.76M
Penserra Capital Management LLC↑ INC
+424,000$18.09K
ROYAL BANK OF CANADA↑ INC
+256,993$3.58M
FLAGSHIP HARBOR ADVISORS, LLC↑ INC
+252,781$9.81M
Sanctuary Advisors, LLC↑ INC
+116,157$3.37M
Tennessee Valley Asset Management Partners↑ INC
+70,653$1.15M
FIFTH THIRD BANCORP↑ INC
+66,158$303.60K
RAYMOND JAMES FINANCIAL INC↑ INC
+37,567$994.97K
AMERIPRISE FINANCIAL INC↑ INC
+36,012$5.60M
ACCREDITED INVESTOR SERVICES, LLCNEW
+32,431$142.37K

減持最多(賣方)

申報機構Δ 持股市值
READYSTATE ASSET MANAGEMENT LP↓ DEC
-1,270,451$451.77K
MORGAN STANLEY↓ DEC
-897,270$38.90M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC
-448,019$220.18K
BANK OF AMERICA CORP /DE/↓ DEC
-277,375$7.86M
UBS Group AG↓ DEC
-163,994$24.81M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-61,705$44.58K
Investment Partners Asset Management, Inc.↓ DEC
-32,758$670.99K
Rockefeller Capital Management L.P.↓ DEC
-31,039$665.12K
Focus Partners Wealth↓ DEC
-27,645$46.17K
GFS Advisors, LLC↓ DEC
-24,031$424.28K