Investments: Corient IA LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
106.302.425 $-23.437.127 $133.870.817 $-17.234.518 $169.819.070 $+32.846.960 $140.727.864 $+140.727.864 $
BANK OF AMERICA CORP /DE/BAC35.257.382 $-7.983.057 $43.240.439 $-665.320 $43.905.759 $+6.808.242 $37.097.517 $+37.097.517 $
COZAD ASSET MANAGEMENT INC10.868.322 $-553.707 $11.422.029 $-239.698 $11.661.727 $+2.670.353 $8.991.374 $+8.991.374 $
Corient IA LLC901.598 $-2.770.694 $3.672.292 $-5.845.830 $9.518.122 $+1.547.028 $7.971.094 $+7.971.094 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.348.560 $-3.935.524 $4.284.084 $+671.569 $3.612.515 $+3.612.515 $
MAI Capital Management202.275 $-3.136.385 $3.338.660 $+3.338.660 $
JAMES INVESTMENT RESEARCH, INC.1.382.210 $-803.630 $2.185.840 $-700.326 $2.886.166 $-383.756 $3.269.922 $+3.269.922 $
Trane Technologies plcTT1.050.840 $-88.452 $1.139.292 $-2.003.936 $3.143.228 $+1.935.033 $1.208.195 $+1.208.195 $
NETFLIX INCNFLX1.498.285 $-1.376.725 $2.875.010 $+701.602 $2.173.408 $+636.599 $1.536.809 $+1.536.809 $
BECK MACK & OLIVER LLC1.905.697 $-9.930 $1.915.627 $-623.597 $2.539.224 $+1.076.708 $1.462.516 $+1.462.516 $
NVIDIA CORPNVDA2.144.750 $-187.500 $2.332.250 $+357.375 $1.974.875 $+712.248 $1.262.627 $+1.262.627 $
Palo Alto Networks IncPANW1.989.360 $-209.736 $2.199.096 $-11.016 $2.210.112 $+333.072 $1.877.040 $+1.877.040 $
AMAZON COM INCAMZN923.280 $+45.000 $878.280 $-1.183.986 $2.062.266 $+349.926 $1.712.340 $+1.712.340 $
MEYER HANDELMAN CO385.350 $-1.106.150 $1.491.500 $+48.800 $1.442.700 $-546.103 $1.988.803 $+1.988.803 $
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC738.529 $-296.021 $1.034.550 $-811.740 $1.846.290 $+32.870 $1.813.420 $+1.813.420 $
MICROSOFT CORPMSFT1.209.050 $-85.825 $1.294.875 $-446.060 $1.740.935 $+727.382 $1.013.553 $+1.013.553 $
INTUITIVE SURGICAL INCISRG1.727.398 $+363.346 $1.364.052 $-293.349 $1.657.401 $+146.827 $1.510.574 $+1.510.574 $
EMBRAER S.A.EMBJ1.282.250 $-229.000 $1.511.250 $+88.500 $1.422.750 $+267.750 $1.155.000 $+1.155.000 $
Walmart Inc.WMT1.504.035 $+112.725 $1.391.310 $+71.280 $1.320.030 $+134.865 $1.185.165 $+1.185.165 $
JPMORGAN CHASE & COJPM888.892 $-114.418 $1.003.310 $-387.284 $1.390.594 $+181.886 $1.208.708 $+1.208.708 $
ZEVENBERGEN CAPITAL INVESTMENTS LLC234.200 $+1.600 $232.600 $-1.059.200 $1.291.800 $+1.146.800 $145.000 $+145.000 $
ELI LILLY & CoLLY204.189 $-1.085.281 $1.289.470 $+751.594 $537.876 $-32.002 $569.878 $+569.878 $
Ancora Advisors LLC1.266.000 $+537.400 $728.600 $+228.460 $500.140 $+500.140 $
KORNITZER CAPITAL MANAGEMENT INC /KS851.895 $-224.565 $1.076.460 $-165.450 $1.241.910 $+452.985 $788.925 $+788.925 $
LINDE PLCLIN562.835 $-624.665 $1.187.500 $+84.927 $1.102.573 $+54.883 $1.047.690 $+1.047.690 $
FISHMAN JAY A LTD/MI1.032.515 $-154.210 $1.186.725 $+54.712 $1.132.013 $+155.960 $976.053 $+976.053 $
SVB WEALTH LLC200.850 $-98.575 $299.425 $-874.535 $1.173.960 $+190.795 $983.165 $+983.165 $
DEAN INVESTMENT ASSOCIATES, LLC1.158.065 $-2.325 $1.160.390 $+148.745 $1.011.645 $+111.980 $899.665 $+899.665 $
FIDUCIARY MANAGEMENT INC /WI/1.146.064 $+1.146.064 $
ASSOCIATED BANC-CORPASB458.850 $-649.150 $1.108.000 $-12.535 $1.120.535 $+1.120.535 $
CURTISS WRIGHT CORPCW1.102.540 $+16.660 $1.085.880 $+108.780 $977.100 $+342.560 $634.540 $+634.540 $
ADVANCED MICRO DEVICES INCAMD1.070.800 $+261.850 $808.950 $+99.450 $709.500 $+195.800 $513.700 $+513.700 $
EQUITABLE TRUST CO1.034.070 $+228.900 $805.170 $+805.170 $
Boston Common Asset Management, LLC979.004 $-41.567 $1.020.571 $+1.020.571 $
ESSEX INVESTMENT MANAGEMENT CO LLC938.000 $-71.730 $1.009.730 $+1.009.730 $
On Holding AGONON418.320 $+37.170 $381.150 $-607.800 $988.950 $+154.470 $834.480 $+834.480 $
JABIL INCJBL912.080 $+43.400 $868.680 $-3.720 $872.400 $+328.120 $544.280 $+544.280 $
RNC CAPITAL MANAGEMENT LLC907.920 $+109.000 $798.920 $+798.920 $
Flutter Entertainment plcFLUT672.215 $-121.789 $794.004 $-99.282 $893.286 $+200.721 $692.565 $+692.565 $
ABB LTDABBNY891.525 $+124.860 $766.665 $+766.665 $
HITACHI LTDHTHIY871.800 $+178.080 $693.720 $+693.720 $
Booking Holdings Inc.BKNG803.300 $-6.591 $809.891 $-58.495 $868.386 $+177.349 $691.037 $+691.037 $
CHIPOTLE MEXICAN GRILL INCCMG842.250 $+89.100 $753.150 $+753.150 $
CAMECO CORPCCJ545.280 $-293.320 $838.600 $+96.300 $742.300 $+330.700 $411.600 $+411.600 $
HEICO CORPHEI808.975 $+1.925 $807.050 $-12.950 $820.000 $+152.025 $667.975 $+667.975 $
UBS Group AGUBS550.626 $-269.374 $820.000 $+143.600 $676.400 $+63.800 $612.600 $+612.600 $
ROPER TECHNOLOGIES INCROP445.130 $-53.560 $498.690 $-283.549 $782.239 $-31.381 $813.620 $+813.620 $
SYNAPTICS IncSYNA810.250 $+810.250 $
CITIGROUP INCC810.060 $+36.840 $773.220 $+86.532 $686.688 $+686.688 $
STRYKER CORPSYK527.205 $-27.300 $554.505 $-236.755 $791.260 $+46.760 $744.500 $+744.500 $
JAG CAPITAL MANAGEMENT, LLC788.170 $+158.870 $629.300 $+629.300 $
AeroVironment IncAVAV604.725 $-182.500 $787.225 $+74.850 $712.375 $+414.400 $297.975 $+297.975 $
NEXTERA ENERGY INCNEE321.120 $+19.160 $301.960 $-461.660 $763.620 $-16.170 $779.790 $+779.790 $
BAHL & GAYNOR INC772.265 $+263.855 $508.410 $-173.375 $681.785 $+7.945 $673.840 $+673.840 $
SAP SESAP403.231 $-264.794 $668.025 $-92.225 $760.250 $+89.150 $671.100 $+671.100 $
BOSTON SCIENTIFIC CORPBSX667.450 $-15.960 $683.410 $-68.460 $751.870 $+45.710 $706.160 $+706.160 $
GRIFFIN ASSET MANAGEMENT, INC.680.900 $-56.600 $737.500 $+90.700 $646.800 $+49.500 $597.300 $+597.300 $
BADGER METER INCBMI523.230 $-12.510 $535.740 $-199.110 $734.850 $+164.100 $570.750 $+570.750 $
HIGHLAND CAPITAL MANAGEMENT, LLC311.100 $-403.965 $715.065 $+291.485 $423.580 $+423.580 $
Fresenius Medical Care AGFMS357.300 $-300.950 $658.250 $-56.000 $714.250 $+91.750 $622.500 $+622.500 $
BARRICK MINING CORPB690.703 $+38.580 $652.123 $+235.723 $416.400 $+416.400 $
AUTOLIV INCALV527.028 $-115.172 $642.200 $-29.200 $671.400 $+140.700 $530.700 $+530.700 $
COPART INCCPRT313.200 $-46.560 $359.760 $-220.493 $580.253 $-88.924 $669.177 $+669.177 $
Parker-Hannifin CorpPH651.309 $+89.520 $561.789 $+44.223 $517.566 $+67.149 $450.417 $+450.417 $
NOVARTIS AGNVS417.746 $-223.454 $641.200 $+36.150 $605.050 $+47.650 $557.400 $+557.400 $
TAKEDA PHARMACEUTICAL CO LTDTAK231.979 $-134.021 $366.000 $-252.400 $618.400 $+23.600 $594.800 $+594.800 $
nVent Electric plcNVT611.820 $+19.980 $591.840 $+152.340 $439.500 $+124.980 $314.520 $+314.520 $
UNILEVER PLCUL346.424 $-246.376 $592.800 $-18.900 $611.700 $+16.200 $595.500 $+595.500 $
CIBC Private Wealth Group LLC448.200 $-59.700 $507.900 $-68.400 $576.300 $-24.900 $601.200 $+601.200 $
DEERE & CODE465.570 $+8.310 $457.260 $-51.230 $508.490 $-78.198 $586.688 $+586.688 $
TELEDYNE TECHNOLOGIES INCTDY510.730 $-75.310 $586.040 $+73.730 $512.310 $+14.600 $497.710 $+497.710 $
DF DENT & CO INC526.080 $-1.320 $527.400 $-32.760 $560.160 $-25.410 $585.570 $+585.570 $
GARTNER INCIT561.866 $-21.573 $583.439 $+583.439 $
GSK plcGSK292.769 $-138.831 $431.600 $-144.400 $576.000 $-5.100 $581.100 $+581.100 $
Sony Group CorpSONY266.496 $-309.304 $575.800 $+120.275 $455.525 $+11.200 $444.325 $+444.325 $
Owens CorningOC447.640 $-118.200 $565.840 $+15.760 $550.080 $-21.200 $571.280 $+571.280 $
BERKSHIRE HATHAWAY INCBRK-B567.865 $+78.424 $489.441 $+489.441 $
WATTS WATER TECHNOLOGIES INCWTS552.040 $-6.520 $558.560 $+66.780 $491.780 $+83.940 $407.840 $+407.840 $
SanofiSNY309.659 $-162.341 $472.000 $-11.100 $483.100 $-71.500 $554.600 $+554.600 $
DEUTSCHE TELEKOM AGDTEGY545.310 $-9.165 $554.475 $+554.475 $
Ativo Capital Management LLC553.720 $+553.720 $
PARADIGM CAPITAL MANAGEMENT INC/NY552.885 $+308.820 $244.065 $+244.065 $
RTX CorpRTX550.200 $+48.210 $501.990 $+63.930 $438.060 $+40.680 $397.380 $+397.380 $
Energy Transfer LPET543.900 $+543.900 $
ASTRAZENECA PLCAZN425.636 $-111.404 $537.040 $+47.880 $489.160 $-25.340 $514.500 $+514.500 $
Fisher Asset Management, LLC526.000 $+20.700 $505.300 $+505.300 $
CAMPBELL NEWMAN ASSET MANAGEMENT INC522.692 $+25.330 $497.362 $+80.962 $416.400 $+27.750 $388.650 $+388.650 $
OSHKOSH CORPOSK502.520 $-16.280 $518.800 $+64.640 $454.160 $+77.840 $376.320 $+376.320 $
STEEL DYNAMICS INCSTLD508.350 $+90.060 $418.290 $+34.260 $384.030 $+8.790 $375.240 $+375.240 $
NEW YORK TIMES CONYT485.940 $+84.140 $401.800 $+9.940 $391.860 $+44.660 $347.200 $+347.200 $
ROGERS COMMUNICATIONS INCRCI301.463 $-181.117 $482.580 $+37.680 $444.900 $+43.950 $400.950 $+400.950 $
ALCON INCALC234.854 $-137.696 $372.550 $-68.850 $441.400 $-33.250 $474.650 $+474.650 $
CLEAN HARBORS INCCLH468.960 $+4.520 $464.440 $+2.080 $462.360 $+68.160 $394.200 $+394.200 $
TYLER TECHNOLOGIES INCTYL463.008 $+8.942 $454.066 $+454.066 $
RIO TINTO PLCRIO333.725 $-128.345 $462.070 $+53.760 $408.310 $-12.250 $420.560 $+420.560 $
CARNIVAL CORPCCL458.100 $+24.450 $433.650 $+11.850 $421.800 $+128.850 $292.950 $+292.950 $
IMPERIAL OIL LTDIMO286.549 $-167.151 $453.700 $+56.300 $397.400 $+35.800 $361.600 $+361.600 $
SYNOPSYS INCSNPS450.646 $+73.687 $376.959 $+376.959 $
CAMPBELL CAPITAL MANAGEMENT INC302.505 $+29.130 $273.375 $-174.985 $448.360 $+448.360 $
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY445.350 $+85.350 $360.000 $-44.100 $404.100 $+404.100 $
BRADLEY FOSTER & SARGENT INC/CT443.162 $+28.504 $414.658 $+414.658 $
PENTAIR plcPNR416.560 $-26.480 $443.040 $+32.400 $410.640 $+60.720 $349.920 $+349.920 $
ROYAL BANK OF CANADARY339.275 $-102.685 $441.960 $+47.310 $394.650 $+56.490 $338.160 $+338.160 $
FISERV INCFISV441.660 $+441.660 $
DARDEN RESTAURANTS INCDRI368.040 $-12.680 $380.720 $-55.220 $435.940 $+20.420 $415.520 $+415.520 $
LINDSAY CORPLNN353.610 $-68.070 $421.680 $-11.070 $432.750 $+53.190 $379.560 $+379.560 $
WESTERN DIGITAL CORPWDC430.675 $+130.525 $300.150 $+300.150 $
Roblox CorpRBLX251.193 $-178.219 $429.412 $+429.412 $
SUNCOR ENERGY INCSU264.386 $-153.714 $418.100 $+43.600 $374.500 $-12.700 $387.200 $+387.200 $
Otis Worldwide CorpOTIS262.050 $-12.240 $274.290 $-121.790 $396.080 $-16.720 $412.800 $+412.800 $
BRINKS COBCO408.555 $-455 $409.010 $+96.495 $312.515 $+10.955 $301.560 $+301.560 $
NUCOR CORPNUE407.775 $+69.200 $338.575 $+14.725 $323.850 $+23.000 $300.850 $+300.850 $
ANALOG DEVICES INCADI406.800 $+38.250 $368.550 $+11.520 $357.030 $+14.191 $342.839 $+342.839 $
SPS COMMERCE INCSPSC355.470 $-33.519 $388.989 $+388.989 $
PACCAR INCPCAR383.285 $+39.165 $344.120 $+11.410 $332.710 $-8.085 $340.795 $+340.795 $
CNX Resources CorpCNX367.700 $+46.500 $321.200 $-15.600 $336.800 $+22.000 $314.800 $+314.800 $
Shell plcSHEL235.136 $-122.514 $357.650 $+5.600 $352.050 $-14.350 $366.400 $+366.400 $
SMITH & NEPHEW PLCSNN362.900 $+56.600 $306.300 $+22.600 $283.700 $+283.700 $
ArcelorMittalMT272.053 $-89.447 $361.500 $+45.700 $315.800 $+27.300 $288.500 $+288.500 $
SUN LIFE FINANCIAL INCSLF356.304 $+356.304 $
DEXCOM INCDXCM265.480 $-3.680 $269.160 $-80.000 $349.160 $+76.000 $273.160 $+273.160 $
DELTA AIR LINES, INC.DAL347.000 $+63.250 $283.750 $+37.850 $245.900 $+27.900 $218.000 $+218.000 $
BP PLCBP206.991 $-137.609 $344.600 $+45.300 $299.300 $-38.600 $337.900 $+337.900 $
Churchill Downs IncCHDN341.340 $+50.310 $291.030 $-11.970 $303.000 $-30.210 $333.210 $+333.210 $
Capital Investment Services of America, Inc.341.000 $+28.160 $312.840 $+312.840 $
CDW CorpCDW338.964 $+34.791 $304.173 $+304.173 $
BNP PARIBAS335.955 $+24.412 $311.543 $+311.543 $
NBC SECURITIES, INC.328.610 $+52.100 $276.510 $+276.510 $
AMGEN INCAMGN327.310 $+45.110 $282.200 $+2.990 $279.210 $-32.340 $311.550 $+311.550 $
BANK OF NOVA SCOTIABNS219.596 $-103.654 $323.250 $+46.900 $276.350 $+39.200 $237.150 $+237.150 $
UFP INDUSTRIES INCUFPI273.150 $-7.320 $280.470 $-17.610 $298.080 $-23.040 $321.120 $+321.120 $
Veralto CorpVLTO299.340 $-20.490 $319.830 $+16.980 $302.850 $+10.500 $292.350 $+292.350 $
Edwards Lifesciences CorpEW311.080 $-7.832 $318.912 $+318.912 $
FLOWSERVE CORPFLS312.210 $+73.080 $239.130 $+3.555 $235.575 $+15.795 $219.780 $+219.780 $
GLYNN CAPITAL MANAGEMENT LLC215.725 $+9.475 $206.250 $-105.670 $311.920 $+16.840 $295.080 $+295.080 $
ZEBRA TECHNOLOGIES CORPZBRA242.820 $-54.340 $297.160 $-11.200 $308.360 $+25.800 $282.560 $+282.560 $
TransDigm Group INCTDG265.970 $+2.366 $263.604 $-40.524 $304.128 $+27.470 $276.658 $+276.658 $
WEYERHAEUSER COWY256.900 $-35.900 $292.800 $+292.800 $
BHP Group LtdBHP278.750 $+38.300 $240.450 $-2.250 $242.700 $+242.700 $
Infosys LtdINFY244.050 $-33.900 $277.950 $+4.200 $273.750 $+273.750 $
Mastercard IncMA274.060 $+274.060 $
APPFOLIO INCAPPF271.860 $+17.230 $254.630 $+49.460 $205.170 $-28.067 $233.237 $+233.237 $
CONOCOPHILLIPSCOP228.837 $-38.964 $267.801 $+267.801 $
EQUINOR ASAEQNR251.400 $-13.100 $264.500 $+264.500 $
Ally Financial Inc.ALLY262.290 $+53.690 $208.600 $+208.600 $
Liberty Media CorpFWONA246.275 $-14.850 $261.125 $-125 $261.250 $+36.225 $225.025 $+225.025 $
Alcoa CorpAA252.665 $-8.476 $261.141 $+261.141 $
RAMBUS INCRMBS229.725 $-30.775 $260.500 $+260.500 $
CRISPR Therapeutics AGCRSP209.760 $-49.480 $259.240 $+16.040 $243.200 $+243.200 $
FLUOR CORPFLR210.350 $-46.000 $256.350 $+256.350 $
MASIMO CORPMASI221.325 $-31.005 $252.330 $+2.430 $249.900 $+249.900 $
ENBRIDGE INCENB252.300 $+25.700 $226.600 $+5.050 $221.550 $+221.550 $
STARBUCKS CORPSBUX229.075 $-16.150 $245.225 $+245.225 $
WD 40 COWDFC228.090 $-15.910 $244.000 $+244.000 $
TORONTO DOMINION BANKTD239.850 $+19.500 $220.350 $+220.350 $
SK TELECOM CO LTDSKM233.500 $+20.900 $212.600 $+212.600 $
TELENOR ASATELNY232.275 $+17.985 $214.290 $+214.290 $
D L CARLSON INVESTMENT GROUP INC204.660 $-26.490 $231.150 $+21.000 $210.150 $+4.470 $205.680 $+205.680 $
TELEFONICA S ATEFOF230.120 $+67.020 $163.100 $+163.100 $
SM Energy CoSM224.625 $+224.625 $
Pinnacle Holdings, LLC221.975 $+12.525 $209.450 $+209.450 $
BORGWARNER INCBWA219.888 $+219.888 $
Aptiv PLCAPTV215.550 $+10.890 $204.660 $+204.660 $
WOODSIDE ENERGY GROUP LTDWDS210.064 $+12.797 $197.267 $+197.267 $
BOX INCBOX205.020 $+205.020 $
RAYONIER INCRYN203.886 $+203.886 $
EQUINIX INCEQIX203.838 $+203.838 $
HANTZ FINANCIAL SERVICES, INC.185.920 $+9.760 $176.160 $+176.160 $
New England Research & Management, Inc.171.900 $+10.300 $161.600 $+161.600 $
Blue Owl Capital CorpOBDC124.300 $-3.400 $127.700 $-15.700 $143.400 $-3.200 $146.600 $+146.600 $
Snap IncSNAP130.350 $-300 $130.650 $+130.650 $
Sonos IncSONO108.100 $+1.400 $106.700 $+106.700 $
Haleon plcHLN103.700 $+800 $102.900 $+102.900 $
HOLLENCREST CAPITAL MANAGEMENT91.012 $+91.012 $
106.302.425 $-23.437.127 $133.870.817 $-17.234.518 $169.819.070 $+32.846.960 $140.727.864 $+140.727.864 $
Erweiterte Einstellungen ×