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42.8%
內部人0.0%
機構家數97
機構 42.8%內部人 0.0%其他流通 57.2%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$407.45M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
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823
6,379,692$137.29M+191,892↑ INC
SoftVest Advisors, LLCCIK 0001803391
6,217,107$133.79M–no_change
MAD RIVER INVESTORSCIK 0001384484
1,003,140$21.59M+16,321↑ INC
SCHWARTZ INVESTMENT COUNSEL INCCIK 0000909151
933,719$20.09M-33,478↓ DEC
FOUNDATION RESOURCE MANAGEMENT INCCIK 0001179232
630,207$13.56M-12,300↓ DEC
Moors & Cabot, Inc.CIK 0001607239
588,642$12.67M+2,896↑ INC
SEI INVESTMENTS COCIK 0000350894
422,000$9.08M+226,600↑ INC
MORGAN STANLEYCIK 0000895421
300,904$6.48M+76,243↑ INC
Hosking Partners LLPCIK 0001650135
280,292$6.03M-66,391↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
268,985$5.79M+9,671↑ INC
MSRH, LLCCIK 0002122489
240,342$5.17M+1,302↑ INC
SteelPeak Wealth, LLCCIK 0001801868
235,103$5.06M+235,103NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
230,722$4.97M-9,816↓ DEC
LPL Financial LLCCIK 0001403438
211,240$4.55M-18,716↓ DEC
Beacon Pointe Advisors, LLCCIK 0001744317
157,833$3.40M+112,710↑ INC
JPMORGAN CHASE & COCIK 0000019617
126,612$2.76M+25,528↑ INC
Lido Advisors, LLCCIK 0001650150
122,037$2.63M-486↓ DEC
BWM Planning, LLCCIK 0002039698
104,397$2.25M–no_change
RAYMOND JAMES FINANCIAL INCCIK 0000720005
84,184$1.81M-14,359↓ DEC
Atlas Wealth Partners, LLCCIK 0001965798
81,144$1.75M-2,845↓ DEC
HighTower Advisors, LLCCIK 0001462245
71,588$1.54M-109↓ DEC
PROMETHIUM ADVISORS,LLCCIK 0002034073
68,298$1.47M-20↓ DEC
Pathstone Holdings, LLCCIK 0002011612
62,936$1.35M–no_change
Essex Financial Services, Inc.CIK 0001315785
57,477$1.24M-1,700↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
53,240$1.15M-677,347↓ DEC

增持最多(買方)

申報機構Δ 持股市值
SteelPeak Wealth, LLCNEW
+235,103$5.06M
SEI INVESTMENTS CO↑ INC
+226,600$9.08M
HORIZON KINETICS ASSET MANAGEMENT LLC↑ INC
+191,892$137.29M
Beacon Pointe Advisors, LLC↑ INC
+112,710$3.40M
HRT FINANCIAL LP↑ INC
+83,887$3.68K
MORGAN STANLEY↑ INC
+76,243$6.48M
Capital Analysts, LLC↑ INC
+55,923$1.24K
JPMORGAN CHASE & CO↑ INC
+25,528$2.76M
MAD RIVER INVESTORS↑ INC
+16,321$21.59M
COMMONWEALTH EQUITY SERVICES, LLC↑ INC
+9,671$5.79M

減持最多(賣方)

申報機構Δ 持股市值
JANE STREET GROUP, LLC↓ DEC
-677,347$1.15M
CITADEL ADVISORS LLC↓ DEC
-493,548$404.58K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-339,065$206.59K
GROUP ONE TRADING LLC↓ DEC
-160,494$100.63K
Hosking Partners LLP↓ DEC
-66,391$6.03M
SIMPLEX TRADING, LLC↓ DEC
-58,513$11.08K
Western Wealth Management, LLC↓ DEC
-54,510$3.01K
SCHWARTZ INVESTMENT COUNSEL INC↓ DEC
-33,478$20.09M
State of Wyoming↓ DEC
-28,815$332.31K
LPL Financial LLC↓ DEC
-18,716$4.55M