Investments: Strategic Investment Advisors / MI

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
659.046.604 $+11.657.350 $
-1,1 %
647.890.471 $+42.681.415 $
+7,0 %
610.728.441 $+610.728.441 $
BANK OF AMERICA CORP /DE/BAC429.090.456 $+11.801.615 $
+2,8 %
417.288.841 $-3.959.856 $
-0,9 %
421.248.697 $+421.248.697 $
BlackRock, Inc.BLK73.980.659 $-1.642.840 $
-2,2 %
75.623.499 $+34.128.437 $
+82,2 %
41.495.062 $+41.495.062 $
APPFOLIO INCAPPF20.172.990 $+992.272 $
+5,2 %
19.180.718 $+2.954.557 $
+18,2 %
16.226.161 $+16.226.161 $
NVIDIA CORPNVDA17.251.622 $-171.416 $
-1,0 %
17.423.038 $+1.202.807 $
+7,4 %
16.220.231 $+16.220.231 $
MICROSOFT CORPMSFT15.779.295 $-1.366.113 $
-8,0 %
17.145.408 $+372.503 $
+2,2 %
16.772.905 $+16.772.905 $
ALPHA PRO TECH LTDAPT14.521.139 $+1.898.379 $
+15,0 %
12.622.760 $+2.992.890 $
+31,1 %
9.629.870 $+9.629.870 $
AMAZON COM INCAMZN6.770.801 $+200.873 $
+3,1 %
6.569.928 $-498.689 $
-7,1 %
7.068.617 $+7.068.617 $
JPMORGAN CHASE & COJPM6.062.988 $+48.055 $
+0,8 %
6.014.933 $+130.416 $
+2,2 %
5.884.517 $+5.884.517 $
Synchrony FinancialSYF5.331.761 $+441.816 $
+9,0 %
4.889.945 $+1.691.297 $
+52,9 %
3.198.648 $+3.198.648 $
AT&T INC.T4.366.430 $-763.765 $
-14,9 %
5.130.195 $-33.553 $
-0,6 %
5.163.748 $+5.163.748 $
Fox CorpFOXA5.068.980 $+410.656 $
+8,8 %
4.658.324 $+738.479 $
+18,8 %
3.919.845 $+3.919.845 $
PROCTER & GAMBLE CoPG2.841.046 $-354.894 $
-11,1 %
3.195.940 $-891.617 $
-21,8 %
4.087.557 $+4.087.557 $
UNITED THERAPEUTICS CorpUTHR3.945.263 $+422.222 $
+12,0 %
3.523.041 $+1.015.912 $
+40,5 %
2.507.129 $+2.507.129 $
BERKSHIRE HATHAWAY INCBRK-B3.071.291 $+60.756 $
+2,0 %
3.010.535 $+19.807 $
+0,7 %
2.990.728 $+2.990.728 $
VERIZON COMMUNICATIONS INCVZ2.838.279 $-186.270 $
-6,2 %
3.024.549 $-18.846 $
-0,6 %
3.043.395 $+3.043.395 $
KLA CORPKLAC2.574.635 $+158.808 $
+6,6 %
2.415.827 $+122.981 $
+5,4 %
2.292.846 $+2.292.846 $
ELI LILLY & CoLLY2.176.735 $+559.166 $
+34,6 %
1.617.569 $-173.696 $
-9,7 %
1.791.265 $+1.791.265 $
FEDEX CORPFDX497.514 $+93.966 $
+23,3 %
403.548 $-1.394.822 $
-77,6 %
1.798.370 $+1.798.370 $
EXXON MOBIL CORPXOM692.560 $-1.100.565 $
-61,4 %
1.793.125 $+181.325 $
+11,2 %
1.611.800 $+1.611.800 $
AMGEN INCAMGN1.742.643 $+228.760 $
+15,1 %
1.513.883 $-209.297 $
-12,1 %
1.723.180 $+1.723.180 $
AFLAC INCAFL1.719.762 $+1.719.762 $
WILLIAMS SONOMA INCWSM1.517.269 $-197.909 $
-11,5 %
1.715.178 $+235.233 $
+15,9 %
1.479.945 $+1.479.945 $
COMCAST CORPCMCSA1.186.977 $-247.278 $
-17,2 %
1.434.255 $-246.474 $
-14,7 %
1.680.729 $+1.680.729 $
AbbVie Inc.ABBV1.555.082 $-16.815 $
-1,1 %
1.571.897 $+255.099 $
+19,4 %
1.316.798 $+1.316.798 $
PALATIN TECHNOLOGIES INCPTNT1.475.803 $+837.698 $
+131,3 %
638.105 $+350.470 $
+121,8 %
287.635 $+287.635 $
TYLER TECHNOLOGIES INCTYL1.125.383 $-298.659 $
-21,0 %
1.424.042 $+110.901 $
+8,4 %
1.313.141 $+1.313.141 $
CATERPILLAR INCCAT1.389.355 $+532.777 $
+62,2 %
856.578 $+151.532 $
+21,5 %
705.046 $+705.046 $
CONSOLIDATED EDISON INCED1.338.364 $-42.290 $
-3,1 %
1.380.654 $-6.080 $
-0,4 %
1.386.734 $+1.386.734 $
Walmart Inc.WMT1.372.236 $+38.033 $
+2,9 %
1.334.203 $+7.580 $
+0,6 %
1.326.623 $+1.326.623 $
AMERICAN EXPRESS COAXP1.199.406 $+49.272 $
+4,3 %
1.150.134 $-106.154 $
-8,4 %
1.256.288 $+1.256.288 $
ORACLE CORPORCL723.529 $-439.575 $
-37,8 %
1.163.104 $+506.960 $
+77,3 %
656.144 $+656.144 $
PRICE T ROWE GROUP INCTROW1.006.032 $-95.330 $
-8,7 %
1.101.362 $+38.393 $
+3,6 %
1.062.969 $+1.062.969 $
PFIZER INCPFE1.005.920 $-94.610 $
-8,6 %
1.100.530 $+38.392 $
+3,6 %
1.062.138 $+1.062.138 $
KINROSS GOLD CORPKGC1.075.233 $+116.768 $
+12,2 %
958.465 $+319.964 $
+50,1 %
638.501 $+638.501 $
NETFLIX INCNFLX625.961 $-210.370 $
-25,2 %
836.331 $-199.580 $
-19,3 %
1.035.911 $+1.035.911 $
DTE ENERGY CODTE939.994 $-85.451 $
-8,3 %
1.025.445 $+70.217 $
+7,4 %
955.228 $+955.228 $
Sony Group CorpSONY918.293 $-106.220 $
-10,4 %
1.024.513 $+45.037 $
+4,6 %
979.476 $+979.476 $
Mastercard IncMA918.022 $-38.315 $
-4,0 %
956.337 $-52.116 $
-5,2 %
1.008.453 $+1.008.453 $
LAM RESEARCH CORPLRCX949.952 $-57.009 $
-5,7 %
1.006.961 $+211.575 $
+26,6 %
795.386 $+795.386 $
Parker-Hannifin CorpPH849.536 $-71.395 $
-7,8 %
920.931 $-61.405 $
-6,3 %
982.336 $+982.336 $
BOSTON SCIENTIFIC CORPBSX945.453 $+945.453 $
LINDE PLCLIN632.999 $+267.410 $
+73,1 %
365.589 $-435.491 $
-54,4 %
801.080 $+801.080 $
Bank of New York Mellon CorpBK775.302 $+19.568 $
+2,6 %
755.734 $+40.703 $
+5,7 %
715.031 $+715.031 $
JOHNSON & JOHNSONJNJ767.313 $+101.965 $
+15,3 %
665.348 $+105.274 $
+18,8 %
560.074 $+560.074 $
SEMPRASRE716.686 $-26.373 $
-3,5 %
743.059 $+99.960 $
+15,5 %
643.099 $+643.099 $
NEXTERA ENERGY INCNEE722.860 $-18.251 $
-2,5 %
741.111 $+38.438 $
+5,5 %
702.673 $+702.673 $
Vertiv Holdings CoVRT461.695 $-217.138 $
-32,0 %
678.833 $-57.824 $
-7,8 %
736.657 $+736.657 $
CVS HEALTH CorpCVS705.389 $+61.414 $
+9,5 %
643.975 $+85.364 $
+15,3 %
558.611 $+558.611 $
MCKESSON CORPMCK691.050 $-5.152 $
-0,7 %
696.202 $+50.574 $
+7,8 %
645.628 $+645.628 $
ANALOG DEVICES INCADI687.833 $+41.970 $
+6,5 %
645.863 $+645.863 $
FORD MOTOR COF509.580 $-158.682 $
-23,7 %
668.262 $+62.233 $
+10,3 %
606.029 $+606.029 $
EMBRAER S.A.EMBJ603.276 $+2.403 $
+0,4 %
600.873 $+15.497 $
+2,6 %
585.376 $+585.376 $
Accenture plcACN430.595 $-104.084 $
-19,5 %
534.679 $-66.047 $
-11,0 %
600.726 $+600.726 $
KROGER COKR467.778 $-28.583 $
-5,8 %
496.361 $-100.624 $
-16,9 %
596.985 $+596.985 $
ALLSTATE CORPALL518.539 $-69.507 $
-11,8 %
588.046 $+313.580 $
+114,3 %
274.466 $+274.466 $
RTX CorpRTX461.278 $-126.622 $
-21,5 %
587.900 $+50.513 $
+9,4 %
537.387 $+537.387 $
DELTA AIR LINES, INC.DAL564.474 $+47.394 $
+9,2 %
517.080 $+44.734 $
+9,5 %
472.346 $+472.346 $
STERIS plcSTE560.792 $+560.792 $
MANULIFE FINANCIAL CORPMFC383.884 $-142.316 $
-27,0 %
526.200 $-34.152 $
-6,1 %
560.352 $+560.352 $
Walt Disney CoDIS414.086 $-81.258 $
-16,4 %
495.344 $-63.721 $
-11,4 %
559.065 $+559.065 $
SYNOPSYS INCSNPS557.228 $+557.228 $
NOVARTIS AGNVS543.158 $+27.938 $
+5,4 %
515.220 $-7.953 $
-1,5 %
523.173 $+523.173 $
GOLDMAN SACHS GROUP INCGS529.011 $+10.766 $
+2,1 %
518.245 $+518.245 $
WELLTOWER INC.WELL501.378 $-25.242 $
-4,8 %
526.620 $+48.338 $
+10,1 %
478.282 $+478.282 $
GENERAL ELECTRIC COGE510.458 $-7.956 $
-1,5 %
518.414 $+41.644 $
+8,7 %
476.770 $+476.770 $
ATMOS ENERGY CORPATO264.029 $-209.302 $
-44,2 %
473.331 $-21.065 $
-4,3 %
494.396 $+494.396 $
CARNIVAL CORPCCL333.840 $-143.240 $
-30,0 %
477.080 $+477.080 $
ADVANCED MICRO DEVICES INCAMD456.532 $+189.615 $
+71,0 %
266.917 $-44.530 $
-14,3 %
311.447 $+311.447 $
REINSURANCE GROUP OF AMERICA INCRGA427.466 $+427.466 $
SYSCO CORPSYY345.901 $-70.575 $
-16,9 %
416.476 $+281 $
+0,1 %
416.195 $+416.195 $
MICROCHIP TECHNOLOGY INCMCHP375.412 $-950 $
-0,3 %
376.362 $-39.062 $
-9,4 %
415.424 $+415.424 $
PACCAR INCPCAR395.044 $+20.322 $
+5,4 %
374.722 $-5.908 $
-1,6 %
380.630 $+380.630 $
UNITEDHEALTH GROUP INCUNH201.154 $-188.922 $
-48,4 %
390.076 $+390.076 $
3M COMMM304.043 $-85.468 $
-21,9 %
389.511 $+389.511 $
PPL CorpPPL346.517 $-39.215 $
-10,2 %
385.732 $+9.223 $
+2,4 %
376.509 $+376.509 $
ALIGN TECHNOLOGY INCALGN354.999 $+354.999 $
Medtronic plcMDT343.104 $+2.938 $
+0,9 %
340.166 $+12.539 $
+3,8 %
327.627 $+327.627 $
CHEVRON CORPCVX336.448 $+80.738 $
+31,6 %
255.710 $+8.948 $
+3,6 %
246.762 $+246.762 $
CENTERPOINT ENERGY INCCNP304.218 $-21.954 $
-6,7 %
326.172 $-1.447 $
-0,4 %
327.619 $+327.619 $
Monster Beverage CorpMNST215.519 $-94.040 $
-30,4 %
309.559 $-3.829 $
-1,2 %
313.388 $+313.388 $
NASDAQ, INC.NDAQ278.739 $-6.843 $
-2,4 %
285.582 $-24.411 $
-7,9 %
309.993 $+309.993 $
SHERWIN WILLIAMS COSHW279.200 $-14.826 $
-5,0 %
294.026 $+294.026 $
Ingredion IncINGR245.894 $-44.023 $
-15,2 %
289.917 $+289.917 $
PEPSICO INCPEP279.178 $+279.178 $
RYANAIR HOLDINGS PLCRYAAY272.927 $+272.927 $
MICRON TECHNOLOGY INCMU270.926 $+270.926 $
WESTERN DIGITAL CORPWDC266.963 $+266.963 $
CONOCOPHILLIPSCOP264.196 $+264.196 $
GRAPHIC PACKAGING HOLDING COGPK250.986 $+250.986 $
PILGRIMS PRIDE CORPPPC217.042 $-32.216 $
-12,9 %
249.258 $+249.258 $
ROPER TECHNOLOGIES INCROP246.052 $+246.052 $
Jazz Pharmaceuticals plcJAZZ233.146 $+233.146 $
Duke Energy CORPDUK211.166 $-16.442 $
-7,2 %
227.608 $+9.605 $
+4,4 %
218.003 $+218.003 $
Palo Alto Networks IncPANW202.804 $-12.015 $
-5,6 %
214.819 $+214.819 $
MCDONALDS CORPMCD212.470 $+6.628 $
+3,2 %
205.842 $+205.842 $
659.046.604 $+11.657.350 $
-1,1 %
647.890.471 $+42.681.415 $
+7,0 %
610.728.441 $+610.728.441 $
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