IR Ingersoll Rand Inc. Common Stock

NYSE · Machinery · Visualizza su SEC EDGAR ↗
$80,71
Prezzo · Ago 21, 2026
Fondamentali al Lug 31, 2026

IR Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$80.71
Capitalizzazione di Mercato
$34.93B
P/E (TTM)
61.6
EPS (TTM)
$1.45
Ricavi (TTM)
$7.65B
Rendimento div.
0.09%
ROE
5.7%
D/E Debito/Patrimonio
0.0
Intervallo 52 sett.
$68 – $101

IR Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $7.65B
9-point trend, +222.1%
2017-12-31 2025-12-31
EPS $1.45
9-point trend, +1350.0%
2017-12-31 2025-12-31
Flusso di cassa libero $1.22B
9-point trend, +749.1%
2017-12-31 2025-12-31
Margini 7.6%
9-point trend, +15.4%
2017-12-31 2025-12-31

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
IR
Mediana dei peer
P/E (TTM)
5-point trend, +18.3%
61.6
29.6
P/S (TTM)
5-point trend, -17.3%
4.6
4.4
P/B
5-point trend, +9.6%
3.5
3.6
EV / EBITDA
5-point trend, -23.0%
20.4
Price / FCF (Prezzo / FCF)
5-point trend, -43.3%
28.6

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
IR
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, +13.0%
43.6%
39.3%
Operating Margin (Margine Operativo)
5-point trend, +36.2%
15.0%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -30.4%
7.6%
12.7%
ROA
5-point trend, -11.1%
3.2%
7.4%
ROE
5-point trend, -7.6%
5.7%
13.9%
ROIC
5-point trend, +32.5%
8.7%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
IR
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, +0.00
0.0
Current Ratio (Rapporto corrente)
5-point trend, -26.7%
2.1
1.5
Quick Ratio
5-point trend, -35.7%
1.3

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
IR
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +48.5%
5.8%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +48.5%
8.9%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +48.5%
14.0%
EPS YoY
5-point trend, +8.2%
-29.6%
Net Income YoY (Utile Netto YoY)
5-point trend, +3.4%
-30.7%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
IR
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +8.2%
$1.45

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
IR
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +274.7%
5.5%

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
0.09%
Rapporto di Distribuzione Utili
5.5%
CAGR Dividendi 5Y
Data ex-dividendoImporto
13 Agosto 2026$0,0200
14 Maggio 2026$0,0200
04 Marzo 2026$0,0200
13 Novembre 2025$0,0200
14 Agosto 2025$0,0200
15 Maggio 2025$0,0200
05 Marzo 2025$0,0200
14 Novembre 2024$0,0200
15 Agosto 2024$0,0200
15 Maggio 2024$0,0200
06 Marzo 2024$0,0200
17 Novembre 2023$0,0200
22 Agosto 2023$0,0200
23 Maggio 2023$0,0200
28 Febbraio 2023$0,0200
15 Novembre 2022$0,0200
16 Agosto 2022$0,0200
19 Maggio 2022$0,0200
08 Marzo 2022$0,0200
09 Novembre 2021$0,0200

IR Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 23 analisti
  • Acquisto forte 6 26,1%
  • Compra 7 30,4%
  • Mantieni 10 43,5%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

13 analisti · 2026-08-19
Target mediano $95.00 +17,7%
Target medio $96.25 +19,3%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
-0.01%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.86 $0.85 0.01%
31 Marzo 2026 $0.77 $0.76 0.01%
31 Dicembre 2025 $0.77 $0.76 0.01%
30 Settembre 2025 $0.86 $0.89 -0.03%
30 Giugno 2025 $0.80 $0.82 -0.02%
31 Marzo 2025 $0.72 $0.76 -0.04%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
IR $30.98B 54.6 5.8% 7.6% 5.7% 43.6%
PH $123.34B 34.3 8.3% 17.0% 25.1%
ITW $71.08B 23.5 0.92% 19.1% 95.3%
XYL $33.17B 34.7 5.5% 10.6% 8.6% 38.5%
OTIS 25.0 1.2% 9.6% -27.0%
DOV 24.6 4.5% 13.5% 14.7% 39.8%
SYM $30.81B -325.9 25.7% -0.75% -8.1% 18.8%
SNA 18.3 0.93% 19.7% 18.0%
NDSN $12.97B 27.3 3.8% 17.3% 16.1%
ITT 28.4 8.5% 12.4% 14.2% 35.4%
FTV $17.30B 31.9 1.9% 13.9% 7.0% 63.5%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 16
Dati annuali Conto Economico per IR
Metrica Tendenza 20252024202320222021202020192018201720162015
Revenue 11-point trend, +259.7% $7.65B $7.24B $6.88B $5.92B $5.15B $3.97B $2.02B $2.69B $2.38B $1.94B $2.13B
Cost of Revenue 11-point trend, +220.1% $4.31B $4.07B $3.99B $3.59B $3.16B $2.57B $1.24B $1.68B $1.48B $1.22B $1.35B
Gross Profit 11-point trend, +328.2% $3.34B $3.17B $2.88B $2.33B $1.99B $1.40B $778M $1.01B $898M $717M $779M
R&D Expense 11-point trend, +339.6% $114M $117M $108M $91M $74M $58M $22M $24M $26M $22M $26M
SG&A Expense 11-point trend, +237.1% $1.44B $1.34B $1.27B $1.10B $1.03B $789M $410M $435M $446M $415M $427M
Operating Income 11-point trend, +657.3% $1.14B $1.30B $1.16B $817M $566M $60M $194M $443M $109M $104M $-205M
Interest Expense 9-point trend, -3.8% · · $157M $103M $88M $111M $88M $100M $141M $170M $163M
Other Non-op 11-point trend, +2687.5% $45M $49M $37M $29M $44M $8M $5M $7M $3M $4M $2M
Pretax Income 11-point trend, +355.1% $935M $1.13B $1.03B $742M $513M $-45M $110M $350M $-113M $-63M $-367M
Income Tax 11-point trend, +1592.5% $219M $262M $240M $150M $-22M $11M $13M $80M $-131M $-32M $-15M
Net Income 11-point trend, +265.5% $581M $839M $779M $605M $562M $-33M $159M $269M $18M $-37M $-351M
EPS (Basic) 11-point trend, +162.1% $1.46 $2.08 $1.92 $1.49 $1.36 $-0.09 $0.78 $1.34 $0.10 $-0.25 $-2.35
EPS (Diluted) 11-point trend, +161.7% $1.45 $2.06 $1.90 $1.47 $1.34 $-0.09 $0.76 $1.29 $0.10 $-0.25 $-2.35
Shares (Basic) 11-point trend, +166.1% 398,100,000 403,400,000 404,800,000 405,300,000 414,800,000 382,800,000 203,500,000 201,600,000 182,200,000 149,200,000 149,600,000
Shares (Diluted) 11-point trend, +168.0% 401,000,000 407,200,000 409,000,000 410,200,000 421,200,000 382,800,000 208,900,000 209,100,000 188,400,000 149,200,000 149,600,000
EBITDA 9-point trend, +484.2% $1.65B $1.78B $1.62B $1.25B $988M $86M $453M $623M $282M · ·
Stato Patrimoniale 29
Dati annuali Stato Patrimoniale per IR
Metrica Tendenza 20252024202320222021202020192018201720162015
Cash & Equivalents 11-point trend, +447.0% $1.25B $1.54B $1.60B $1.61B $2.11B $1.75B $506M $221M $393M $256M $228M
Receivables 10-point trend, +243.8% $1.52B $1.34B $1.23B $1.12B $949M $862M $459M $525M $536M $442M ·
Inventory 10-point trend, +164.2% $1.17B $1.05B $1.00B $1.03B $854M $717M $502M $524M $494M $444M ·
Other Current Assets 10-point trend, +553.2% $308M $232M $220M $207M $187M $195M $77M $61M $40M $47M ·
Current Assets 10-point trend, +257.4% $4.25B $4.16B $4.05B $3.97B $4.11B $3.86B $1.54B $1.33B $1.46B $1.19B ·
PP&E (Net) 11-point trend, +173.0% $930M $842M $711M $624M $649M $609M $327M $357M $363M $358M $341M
PP&E (Gross) 5-point trend, +132.0% · · · · · $1.17B $625M $607M $567M $504M ·
Accum. Depreciation 7-point trend, +185.7% · · · $417M $358M $291M $298M $250M $204M $146M ·
Goodwill 11-point trend, +612.4% $8.48B $8.15B $6.61B $6.06B $5.98B $5.58B $1.09B $1.29B $1.23B $1.15B $1.19B
Intangibles 10-point trend, +188.5% $4.24B $4.37B $3.61B $3.58B $3.91B $3.80B $1.25B $1.37B $1.43B $1.47B ·
Other Non-current Assets 10-point trend, +148.6% $356M $457M $549M $509M $469M $329M $212M $140M $135M $143M ·
Total Assets 11-point trend, +310.1% $18.30B $18.01B $15.56B $14.77B $15.15B $16.06B $4.63B $4.49B $4.62B $4.32B $4.46B
Accounts Payable 10-point trend, +363.5% $996M $844M $801M $779M $670M $536M $323M $340M $270M $215M ·
Accrued Liabilities 10-point trend, +313.5% $1.07B $972M $996M $859M $741M $709M $244M $248M $271M $258M ·
Short-term Debt 10-point trend, +0.00 $0 $2M $1M $4M $0 $0 $0 $0 $0 $0 ·
Current Liabilities 10-point trend, +315.0% $2.07B $1.82B $1.83B $1.67B $1.47B $1.50B $575M $596M $562M $498M ·
Capital Leases 7-point trend, +309.8% $168M $166M $117M $80M $61M $90M $41M · · · ·
Deferred Tax 10-point trend, +42.9% $697M $758M $613M $611M $709M $702M $251M $266M $238M $488M ·
Other Non-current Liabilities 10-point trend, +153.8% $462M $294M $434M $361M $310M $344M $229M $190M $226M $182M ·
Total Liabilities 10-point trend, +101.4% $8.14B $7.76B $5.72B $5.51B $6.08B $6.87B $2.76B $2.81B $3.14B $4.04B ·
Long-term Debt · · · · $2.78B · · · · · ·
Total Debt 9-point trend, +0.00 $0 $2M $1M $4M $0 $0 $0 $0 $0 · ·
Common Stock 10-point trend, +186.7% $4M $4M $4M $4M $4M $4M $2M $2M $2M $2M ·
Retained Earnings 10-point trend, +612.1% $3.05B $2.50B $1.70B $951M $379M $-176M $-141M $-309M $-578M $-596M ·
Treasury Stock 10-point trend, +12885.6% $2.52B $1.49B $1.24B $984M $748M $33M $37M $53M $23M $19M ·
AOCI 10-point trend, +56.7% $-148M $-468M $-228M $-252M $-42M $14M $-256M $-247M $-200M $-342M ·
Stockholders' Equity 10-point trend, +3612.2% $10.09B $10.18B $9.78B $9.20B $9.00B $9.12B $1.87B $1.68B $1.48B $272M ·
Liabilities + Equity 10-point trend, +323.9% $18.30B $18.01B $15.56B $14.77B $15.15B $16.06B $4.63B $4.49B $4.62B $4.32B ·
Shares Outstanding 10-point trend, +190.5% 431,800,000 430,700,000 428,600,000 426,300,000 423,800,000 420,100,000 205,065,744 198,169,855 196,217,971 148,654,906 ·
Flusso di cassa 20
Dati annuali Flusso di cassa per IR
Metrica Tendenza 20252024202320222021202020192018201720162015
D&A 11-point trend, +210.3% $506M $482M $459M $433M $422M $412M $146M $180M $174M $173M $163M
Stock-based Comp 11-point trend, +53000000.00 $53M $59M $52M $79M $87M $48M $19M $3M $175M $0 $0
Deferred Tax 11-point trend, -25.0% $-79M $-33M $-77M $-86M $-104M $-83M $-21M $4M $-249M $-84M $-64M
Amort. of Intangibles 11-point trend, +235.8% $388M $373M $368M $348M $333M $335M $105M $126M $119M $124M $115M
Restructuring 11-point trend, +993.6% $51M $31M $20M $29M $13M $83M $11M $13M $5M $33M $5M
Other Non-cash 8-point trend, +258.3% $295M $50M $165M $-165M $-340M · $8M $-12M $82M · ·
Operating Cash Flow 11-point trend, +687.7% $1.36B $1.40B $1.38B $865M $628M $654M $224M $444M $200M $166M $172M
CapEx 11-point trend, +91.0% $136M $149M $105M $95M $64M $42M $38M $52M $57M $74M $71M
Investing Cash Flow 9-point trend, -686.4% $-661M $-3.11B $-1.06B · · $-38M $-54M $-235M $-61M $-82M $-84M
Debt Issued 11-point trend, -100.0% $0 $3.30B $1.49B $0 $0 $1.98B $0 $0 $2.01B $1M $47M
Net Debt Issued 9-point trend, +100.0% $0 $2.05B $-28M $-656M $-436M $361M $-33M $-338M $-869M · ·
Stock Issued 4-point trend, -100.0% · · · · · · $0 $0 $894M $3M ·
Stock Repurchased 11-point trend, +48376.2% $1.02B $261M $263M $261M $737M $2M $19M $41M $4M $14M $2M
Net Stock Activity 9-point trend, -28177.8% $-1.02B $-261M $-263M $-261M $-737M $-2M $-19M $-41M $-4M · ·
Dividends Paid 7-point trend, +31800000.00 $32M $32M $32M $32M $8M $0 $0 · · · ·
Financing Cash Flow 11-point trend, -2910.9% $-1.05B $1.71B $-338M $-954M $-1.16B $329M $-12M $-373M $-17M $-43M $-35M
Net Change in Cash 11-point trend, -763.0% $-292M $-54M $-18M $-497M $359M $1.25B $284M $-172M $138M $28M $44M
Taxes Paid 11-point trend, +400.6% $269M $277M $302M $182M $428M $106M $62M $103M $56M $36M $54M
Free Cash Flow 9-point trend, +749.1% $1.22B $1.25B $1.27B $771M $564M $866M $300M $392M $144M · ·
Levered FCF 7-point trend, +590.5% · · $1.15B $688M $472M $680M $226M $316M $167M · ·
Redditività 8
Dati annuali Redditività per IR
Metrica Tendenza 20252024202320222021202020192018201720162015
Gross Margin 9-point trend, +15.4% 43.6% 43.8% 41.9% 39.3% 38.6% 32.9% 37.2% 37.6% 37.8% · ·
Operating Margin 9-point trend, +226.6% 15.0% 18.0% 16.9% 13.8% 11.0% 1.8% 11.2% 16.5% 4.6% · ·
Net Margin 9-point trend, +887.0% 7.6% 11.6% 11.3% 10.2% 10.9% -0.68% 6.5% 10.0% 0.77% · ·
Pretax Margin 9-point trend, +357.8% 12.2% 15.7% 15.0% 12.6% 10.0% -0.40% 7.8% 13.0% -4.7% · ·
EBITDA Margin 9-point trend, +81.4% 21.6% 24.6% 23.6% 21.1% 19.2% 1.8% 18.5% 23.2% 11.9% · ·
ROA 9-point trend, +680.5% 3.2% 4.7% 5.1% 4.0% 3.6% -0.32% 3.5% 5.9% 0.41% · ·
ROE 9-point trend, +173.3% 5.7% 8.4% 8.2% 6.7% 6.2% -0.61% 9.0% 16.3% 2.1% · ·
ROIC 9-point trend, +817.4% 8.7% 9.8% 9.1% 7.1% 6.6% 1.6% 12.3% 20.4% -1.2% · ·
Liquidità e Solvibilità 4
Dati annuali Liquidità e Solvibilità per IR
Metrica Tendenza 20252024202320222021202020192018201720162015
Current Ratio 9-point trend, -21.1% 2.1 2.3 2.2 2.4 2.8 2.6 2.7 2.2 2.6 · ·
Quick Ratio 9-point trend, -19.1% 1.3 1.6 1.5 1.6 2.1 1.8 1.7 1.3 1.7 · ·
Debt / Equity 9-point trend, +0.00 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 · ·
Interest Coverage 7-point trend, +861.7% · · 7.4 7.9 6.5 0.8 3.1 4.4 0.8 · ·
Efficienza 3
Dati annuali Efficienza per IR
Metrica Tendenza 20252024202320222021202020192018201720162015
Asset Turnover 9-point trend, -20.7% 0.4 0.4 0.5 0.4 0.3 0.5 0.5 0.6 0.5 · ·
Inventory Turnover 9-point trend, +23.0% 3.9 4.0 3.9 3.8 4.0 4.6 3.0 3.3 3.1 · ·
Receivables Turnover 9-point trend, +10.4% 5.4 5.6 5.8 5.7 5.7 6.9 5.0 5.1 4.9 · ·
Per Azione 5
Dati annuali Per Azione per IR
Metrica Tendenza 20252024202320222021202020192018201720162015
Book Value / Share 9-point trend, +242.8% $25.80 $25.27 $24.26 $22.70 $22.07 $21.78 $9.12 $8.46 $7.53 · ·
Revenue / Share 9-point trend, +51.3% $19.08 $17.77 $16.81 $14.42 $12.23 $12.83 $11.74 $12.86 $12.61 · ·
Cash Flow / Share 9-point trend, +217.7% $3.38 $3.43 $3.37 $2.11 $1.49 $2.39 $1.64 $2.13 $1.06 · ·
Cash / Share 9-point trend, +59.3% $3.19 $3.83 $3.96 $3.98 $5.17 $4.18 $2.47 $1.12 $2.00 · ·
EPS (TTM) 9-point trend, +1350.0% $1.45 $2.06 $1.90 $1.47 $1.34 $-0.09 $0.76 $1.29 $0.10 · ·
Tassi di Crescita 7
Dati annuali Tassi di Crescita per IR
Metrica Tendenza 20252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -80.6% 5.8% 5.2% 16.2% 14.8% 29.7% · · · · · ·
Revenue CAGR 3Y 3-point trend, -55.4% 8.9% 12.0% 20.1% · · · · · · · ·
Revenue CAGR 5Y 14.0% · · · · · · · · · ·
EPS YoY 4-point trend, -405.3% -29.6% 8.4% 29.2% 9.7% · · · · · · ·
EPS CAGR 3Y 2-point trend, -103.0% -0.46% 15.4% · · · · · · · · ·
Net Income YoY 4-point trend, -508.9% -30.7% 7.7% 28.8% 7.5% · · · · · · ·
Net Income CAGR 3Y 2-point trend, -109.1% -1.3% 14.2% · · · · · · · · ·
Valutazione (TTM) 16
Dati annuali Valutazione (TTM) per IR
Metrica Tendenza 20252024202320222021202020192018201720162015
Revenue TTM 9-point trend, +222.1% $7.65B $7.24B $6.88B $5.92B $5.15B $3.97B $2.02B $2.69B $2.38B · ·
Net Income TTM 9-point trend, +3059.8% $581M $839M $779M $605M $562M $-33M $159M $269M $18M · ·
Market Cap 9-point trend, +365.4% $30.98B $36.44B $31.19B $21.17B $25.23B $19.07B $7.52B $4.05B $6.66B · ·
Enterprise Value 9-point trend, +374.7% $29.74B $34.91B $29.60B $19.56B $23.12B $17.32B $7.02B $3.83B $6.26B · ·
P/E 9-point trend, -83.9% 54.6 43.9 40.7 35.5 46.2 -506.2 48.3 15.9 339.3 · ·
P/S 9-point trend, +44.5% 4.0 5.0 4.5 3.6 4.9 4.8 3.7 1.5 2.8 · ·
P/B 9-point trend, -31.9% 3.1 3.6 3.2 2.3 2.8 2.1 4.0 2.4 4.5 · ·
P / Cash Flow 9-point trend, -31.2% 22.9 26.1 22.6 24.5 40.2 20.9 21.9 9.1 33.2 · ·
P / FCF 9-point trend, -45.2% 25.4 29.2 24.5 27.5 44.8 22.0 25.1 10.3 46.3 · ·
EV / EBITDA 9-point trend, -18.7% 18.0 19.6 18.2 15.6 23.4 202.1 15.5 6.1 22.2 · ·
EV / FCF 9-point trend, -44.1% 24.4 28.0 23.3 25.4 41.0 20.0 23.4 9.8 43.6 · ·
EV / Revenue 9-point trend, +47.4% 3.9 4.8 4.3 3.3 4.5 4.4 3.5 1.4 2.6 · ·
Dividend Yield 7-point trend, +0.00 0.10% 0.09% 0.10% 0.15% 0.03% 0.00% 0.00% · · · ·
Earnings Yield 9-point trend, +531.0% 1.8% 2.3% 2.5% 2.8% 2.2% -0.20% 2.1% 6.3% 0.29% · ·
Payout Ratio 5-point trend, +274.7% 5.5% 3.9% 4.2% 5.4% 1.5% · · · · · ·
Annual Payout 7-point trend, +31800000.00 $32M $32M $32M $32M $8M $0 $0 · · · ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312024-03-312023-12-312022-12-31
Ricavi $7.65B$7.24B$6.88B$5.92B
Margine Lordo % 43.6%43.8%41.9%39.3%
Margine Operativo % 15.0%18.0%16.9%13.8%
Utile netto $581M$839M$779M$605M
EPS Diluito $1.45$2.06$1.90$1.47
Stato Patrimoniale
2025-12-312024-12-312024-03-312023-12-312022-12-31
Debito / Patrimonio Netto 0.00.00.00.0
Rapporto corrente 2.12.32.22.4
Quick Ratio 1.31.61.51.6
Flusso di cassa
2025-12-312024-12-312024-03-312023-12-312022-12-31
Flusso di cassa libero $1.22B$1.25B$1.27B$771M

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Proprietari istituzionali (13F) 976 filer · $19.1B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
93 (-39 vs trimestre precedente) 87 (+4 vs trimestre precedente) 270 (-26 vs trimestre precedente) 348 (+59 vs trimestre precedente) +8.7M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
Capital World Investors $2.290.327.596 27.934.411 11,98% Azioni
Capital Research Global Investors $2.067.341.711 25.215.025 10,81% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $2.006.824.135 24.476.450 10,50% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $1.382.150.935 16.857.555 7,23% Azioni
STATE STREET CORP $1.305.020.236 15.916.822 6,83% Azioni
FMR LLC $834.453.664 10.177.506 4,36% Azioni
Capital International Investors $816.237.167 9.958.937 4,27% Azioni
GEODE CAPITAL MANAGEMENT, LLC $695.108.761 8.517.923 3,64% Azioni
Fisher Asset Management, LLC $555.948.288 6.780.683 2,91% Azioni
JANUS HENDERSON GROUP PLC $498.006.210 6.215.754 2,60% Azioni
NORGES BANK $397.187.273 4.844.338 2,08% Azioni
AMERIPRISE FINANCIAL INC $232.508.926 2.835.829 1,22% Azioni
DIMENSIONAL FUND ADVISORS LP $218.849.079 2.669.218 1,14% Azioni
LAZARD ASSET MANAGEMENT LLC $182.441.543 2.225.168 0,95% Azioni
MILLENNIUM MANAGEMENT LLC $176.386.973 2.151.323 0,92% Azioni
VANGUARD FIDUCIARY TRUST CO $166.613.683 2.032.122 0,87% Azioni
Pictet Asset Management Holding SA $162.559.072 1.982.769 0,85% Azioni
Swedbank AB $151.589.836 1.848.882 0,79% Azioni
Artisan Partners Limited Partnership $127.892.301 1.559.852 0,67% Azioni
APG Asset Management N.V. $125.561.378 1.750.876 0,66% Azioni
TURTLE CREEK ASSET MANAGEMENT INC. $111.320.857 1.357.737 0,58% Azioni
Liontrust Investment Partners LLP $94.383.936 1.151.164 0,49% Azioni
Aristotle Capital Management, LLC $94.183.799 1.148.723 0,49% Azioni
WELLINGTON MANAGEMENT GROUP LLP $92.019.755 1.122.329 0,48% Azioni
JUPITER ASSET MANAGEMENT LTD $90.732.781 1.129.840 0,47% Azioni
Swiss National Bank $90.564.514 1.104.580 0,47% Azioni
CAUSEWAY CAPITAL MANAGEMENT LLC $84.752.521 1.033.693 0,44% Azioni
LPL Financial LLC $82.895.438 1.011.044 0,43% Azioni
Mitsubishi UFJ Asset Management Co., Ltd. $75.798.525 924.485 0,40% Azioni
CITADEL ADVISORS LLC $75.386.033 919.454 0,39% Azioni
Ensign Peak Advisors, Inc $72.891.406 889.028 0,38% Azioni
Sumitomo Mitsui Trust Group, Inc. $72.070.358 879.014 0,38% Azioni
Douglas Lane & Associates, LLC $68.458.595 834.963 0,36% Azioni
Legal & General Group Plc $66.750.434 814.129 0,35% Azioni
FIL Ltd $66.235.622 807.850 0,35% Azioni
NZS Capital, LLC $64.883.524 791.359 0,34% Azioni
Vanguard Global Advisers, LLC $63.272.831 771.714 0,33% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $61.661.563 752.062 0,32% Azioni
BlackRock, Inc. $60.219.113 734.469 0,31% Azioni
California Public Employees Retirement System $58.128.942 708.976 0,30% Azioni
MILFORD FUNDS LTD $57.870.592 705.825 0,30% Azioni
RHUMBLINE ADVISERS $56.270.688 686.313 0,29% Azioni
CAISSE DES DEPOTS ET CONSIGNATIONS $55.968.588 682.627 0,29% Azioni
Point72 Asset Management, L.P. $54.307.388 662.366 0,28% Azioni
BANK OF AMERICA CORP /DE/ $53.690.742 654.845 0,28% Azioni
National Pension Service $52.408.418 639.205 0,27% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $51.269.269 639.906 0,27% Azioni
VANGUARD GROUP INC $50.714.188 640.169 0,27% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $50.614.528 631.734 0,26% Azioni
PARNASSUS INVESTMENTS, LLC $50.166.237 611.858 0,26% Azioni
RAYMOND JAMES FINANCIAL INC $47.847.276 583.575 0,25% Azioni
TD Asset Management Inc $46.640.257 568.853 0,24% Azioni
GOLDMAN SACHS GROUP INC $44.699.800 545.186 0,23% Azioni
Freestone Grove Partners LP $44.346.177 540.873 0,23% Azioni
BNP PARIBAS FINANCIAL MARKETS $44.168.833 538.710 0,23% Azioni
ALLIANCEBERNSTEIN L.P. $41.727.377 520.811 0,22% Azioni
Gotham Asset Management, LLC $41.547.449 506.738 0,22% Azioni
HSBC HOLDINGS PLC $41.410.607 505.069 0,22% Azioni
Capital International, Inc./CA/ $39.100.867 476.898 0,20% Azioni
Bank of New York Mellon Corp $38.415.923 468.544 0,20% Azioni
Kodai Capital Management LP $37.897.966 473.547 0,20% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $37.406.954 456.238 0,20% Azioni
MARSHALL WACE, LLP $37.243.711 454.247 0,19% Azioni
WAYCROSS PARTNERS, LLC $35.240.042 429.809 0,18% Azioni
Eurizon Capital SGR S.p.A. $32.668.632 398.878 0,17% Azioni
JONES FINANCIAL COMPANIES LLLP $31.569.615 387.976 0,17% Azioni
PRINCIPAL FINANCIAL GROUP INC $31.543.029 384.718 0,16% Azioni
ENVESTNET ASSET MANAGEMENT INC $30.999.547 378.089 0,16% Azioni
Phoenix Financial Ltd. $30.554.639 372.663 0,16% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $30.277.061 369.038 0,16% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $29.849.000 364.062 0,16% Azioni
OMERS ADMINISTRATION Corp $29.067.997 354.531 0,15% Azioni
Jain Global LLC $28.947.881 353.066 0,15% Azioni
Glenview Trust Co $28.454.547 347.049 0,15% Azioni
AVIVA PLC $28.165.779 343.527 0,15% Azioni
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund $27.750.663 338.464 0,15% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $27.501.250 335.422 0,14% Azioni
Aberdeen Group plc $27.367.852 333.795 0,14% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $26.481.458 322.984 0,14% Azioni
STRS OHIO $26.421.359 322.251 0,14% Azioni
STOREBRAND ASSET MANAGEMENT AS $26.325.185 321.078 0,14% Azioni
UBS Group AG $26.093.399 318.251 0,14% Azioni
Korea Investment CORP $24.469.178 298.441 0,13% Azioni
BARCLAYS PLC $24.349.142 296.977 0,13% Azioni
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $24.113.669 294.105 0,13% Azioni
Alyeska Investment Group, L.P. $23.447.910 285.985 0,12% Azioni
CIBC Private Wealth Group LLC $22.350.109 270.517 0,12% Azioni
GDS Wealth Management $21.490.566 262.112 0,11% Azioni
GOODNOW INVESTMENT GROUP, LLC $21.444.812 261.554 0,11% Azioni
Engineers Gate Manager LP $20.613.762 251.418 0,11% Azioni
CAPITAL INTERNATIONAL SARL $19.970.796 243.576 0,10% Azioni
USS Investment Management Ltd $19.731.248 240.669 0,10% Azioni
DNB Asset Management AS $19.519.113 238.067 0,10% Azioni
MEYER HANDELMAN CO $18.790.632 229.182 0,10% Azioni
CITADEL ADVISORS LLC $18.693.720 228.000 0,10% Opzione Call
NEW YORK STATE COMMON RETIREMENT FUND $18.536.791 226.086 0,10% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $17.441.323 212.725 0,09% Azioni
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $17.373.189 211.894 0,09% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $17.082.535 208.349 0,09% Azioni
ROYAL LONDON ASSET MANAGEMENT LTD $17.077.861 208.292 0,09% Azioni

Insider aziendali 41 insider · 20 dirigenti · 20 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Vicente Reynal Title: Chairman, President and Chief Executive Officer 13 Aprile 2026 M 209.534 0 13 $-49.677.385
Vikram Kini Senior Vice President and CFO 20 Agosto 2026 M 103.095 0 1 $-2.737.416
Emily A. Weaver Title: Senior Vice President and Chief Financial Officer 06 Marzo 2020 A 0 0 $0
Neil Snyder Title: Chief Financial Officer 21 Febbraio 2019 A 34.499 0 0 $0
Philip T. Herndon Vice President and CFO 22 Febbraio 2018 A 185.164 0 0 $0
Kathleen M. Keene Title: Senior Vice President, Chief Human Resources Officer 20 Agosto 2026 M 5.582 0 1 $-1.193.520
Michael A Weatherred Title: Senior Vice President, Precision and Science Technologies (PST) Segment, Demand Generation and Execution 20 Agosto 2026 M 68.406 0 0 $0
Elizabeth Meloy Hepding Title: Senior Vice President, Corporate Development 20 Agosto 2026 M 17.764 0 1 $-1.771.869
Matthew J Emmerich Title: Senior Vice President and Chief Information Officer 17 Agosto 2026 M 1.868 0 0 $0
Michael J Scheske VP, Chief Accounting Officer 27 Febbraio 2026 M 13.477 0 3 $-1.986.653
Santiago Arias Duval Title: Senior Vice President and General Manager, Precision and Science Technologies 25 Marzo 2024 M 857 0 0 $0
Gary E Gillespie Title: Senior Vice President & General Manager, Industrial Technologies and Services, Americas 06 Giugno 2023 M 42.234 0 0 $0
Viseras Enrique Minarro Title: Senior Vice President and General Manager, Industrial Technologies and Services, EMEIA 06 Marzo 2023 M 31.771 0 0 $0
Nicholas J Kendall-Jones Title: Senior Vice President and General Manager, Precision and Science Technologies 12 Agosto 2022 S 2.118 0 0 $0
Sia Abbaszadeh Title: Senior Vice President of Strategy and Technology 07 Marzo 2022 M 24.183 0 0 $0
Todd D Wyman Title: SVP - Industrial Technologies and Services 31 Dicembre 2021 M 257.542 0 0 $0
James Craig Mundy Senior Vice President 06 Marzo 2021 M 15.750 0 0 $0
Mark Christopher Wagner Title: Vice President & General Manager - Specialty Vehicle Technologies 06 Marzo 2021 M 5.498 0 0 $0
Kimberly J. Rubottom VP, Human Resources 21 Febbraio 2020 M 13.425 0 0 $0
Mark R Sweeney Title: Vice President and Chief Accounting Officer 13 Febbraio 2019 A 28.782 0 0 $0
Jennifer Hartsock Direttore 26 Febbraio 2026 M 7.864 0 0 $0
Marc Ellis Jones Direttore 26 Febbraio 2026 M 26.401 0 0 $0
Joanna Sohovich Direttore 26 Febbraio 2026 M 5.427 0 0 $0
Mark Stevenson Direttore 26 Febbraio 2026 M 11.706 0 0 $0
John Humphrey Direttore 26 Febbraio 2026 M 26.592 0 1 $-412.370
William P Donnelly Direttore 26 Febbraio 2026 M 56.831 0 0 $0
Jerome M Guillen Direttore 23 Febbraio 2026 A 0 0 $0
Julie Schertell Direttore 27 Febbraio 2025 M 2.792 0 0 $0
Kirk E Arnold Direttore 27 Febbraio 2025 M 20.174 0 0 $0
Gary D Forsee Direttore 27 Febbraio 2025 M 43.336 0 0 $0
Tony L White Direttore 27 Febbraio 2024 A 40.256 0 0 $0
Michael Stubblefield Direttore 05 Agosto 2023 M 1.857 0 0 $0
Elizabeth Centoni Direttore 23 Febbraio 2022 M 14.757 0 0 $0
Joshua T. Weisenbeck Direttore 13 Maggio 2021 J 1.051 0 0 $0
Peter Stavros Direttore 13 Maggio 2021 J 39.965 0 0 $0
Michael V. Marn Direttore 21 Febbraio 2020 M 4.621 0 0 $0
Steeg Nickolas Vande Direttore 21 Febbraio 2020 M 181.515 0 0 $0
KASSLING WILLIAM E Direttore 21 Febbraio 2020 M 4.621 0 0 $0
Aurobind Satpathy 06 Agosto 2026 M 12.796 1 0 $1.000.114
Michelle Swanenburg 06 Agosto 2026 M 2.006 0 0 $0
Andrew R Schiesl 06 Agosto 2026 M 14.038 0 1 $-1.764.000

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 168 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
RSHO · Tema ETF Trust 3,35% 128.108 NS 31 Maggio 2026 N-PORT
RUNN · Strategic Trust 1,60% 77.205 NS 31 Maggio 2026 N-PORT
UPGR · DBX ETF Trust 1,55% 1.417 NS 29 Maggio 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 1,31% 28.288 NS 30 Aprile 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 1,29% 171.903 SH 21 Agosto 2026 Giornaliero
SUPP · TCW ETF Trust 1,28% 1.939 NS 30 Aprile 2026 N-PORT
RBLD · First Trust Exchange-Traded Fund II 0,89% 4.419 NS 30 Giugno 2026 N-PORT
SPHB · Invesco Exchange-Traded Fund Trust … 0,79% 104.725 SH 21 Agosto 2026 Giornaliero
CGGE · Capital Group Global Equity ETF 0,76% 297.313 NS 31 Maggio 2026 N-PORT
MFSV · MFS Active Exchange Traded Funds Tr… 0,75% 49.825 NS 31 Maggio 2026 N-PORT
NUMV · Nushares ETF Trust 0,70% 37.566 NS 30 Aprile 2026 N-PORT
FOWF · Pacer Funds Trust 0,62% 1.149 NS 30 Aprile 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0,59% 229.673 NS 31 Maggio 2026 N-PORT
CGUS · Capital Group Core Equity ETF 0,59% 888.491 NS 31 Maggio 2026 N-PORT
TRFM · ETF Series Solutions 0,50% 9.781 NS 30 Aprile 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,45% 117.196 NS 30 Aprile 2026 N-PORT
VIS · VANGUARD WORLD FUND 0,43% 475.380 SH 19 Agosto 2026 Giornaliero
GSY · Invesco Actively Managed Exchange-T… 0,39% 15.176.000 21 Agosto 2026 Giornaliero
IYJ · iShares Trust 0,37% 89.473 SH 21 Agosto 2026 Giornaliero
DUSL · Direxion Shares ETF Trust 0,37% 2.498 NS 30 Aprile 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,35% 1.498.995 SH 19 Agosto 2026 Giornaliero
CVMC · Morgan Stanley ETF Trust 0,31% 3.911 NS 30 Giugno 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,31% 8.481.040 SH 19 Agosto 2026 Giornaliero
IWS · iShares Trust 0,30% 589.316 SH 21 Agosto 2026 Giornaliero
UXI · ProShares Trust 0,30% 1.175 NS 31 Maggio 2026 N-PORT
PEXL · Pacer Funds Trust 0,29% 1.676 NS 30 Aprile 2026 N-PORT
SZNE · Pacer Funds Trust 0,29% 479 NS 30 Aprile 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0,28% 1.256.912 SH 19 Agosto 2026 Giornaliero
EXI · iShares Trust 0,28% 50.514 SH 21 Agosto 2026 Giornaliero
FEUS · FlexShares Trust 0,25% 3.420 NS 30 Aprile 2026 N-PORT
FTCE · First Trust Exchange-Traded Fund VI 0,24% 2.408 NS 30 Giugno 2026 N-PORT
DFVE · DoubleLine ETF Trust 0,24% 957 NS 30 Giugno 2026 N-PORT
IWR · iShares Trust 0,22% 1.593.238 SH 21 Agosto 2026 Giornaliero
IMCV · iShares Trust 0,22% 32.299 SH 21 Agosto 2026 Giornaliero
IMCB · iShares Trust 0,21% 45.666 SH 21 Agosto 2026 Giornaliero
RSP · Invesco Exchange-Traded Fund Trust 0,21% 2.653.651 SH 21 Agosto 2026 Giornaliero
SIZE · iShares Trust 0,21% 11.658 SH 21 Agosto 2026 Giornaliero
IMCG · iShares Trust 0,21% 107.710 SH 21 Agosto 2026 Giornaliero
DFLV · Dimensional ETF Trust 0,21% 153.782 NS 30 Aprile 2026 N-PORT
EUSA · iShares, Inc. 0,21% 50.141 SH 21 Agosto 2026 Giornaliero
BSCT · Invesco Exchange-Traded Self-Indexe… 0,19% 5.345.000 20 Agosto 2026 Giornaliero
GSEW · Goldman Sachs ETF Trust 0,18% 43.962 NS 31 Maggio 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,16% 9.162 NS 31 Maggio 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0,16% 7.197.000 21 Agosto 2026 Giornaliero
XOEF · iShares Trust 0,15% 447 SH 21 Agosto 2026 Giornaliero
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 74.933 NS 30 Aprile 2026 N-PORT
CRBN · iShares Trust 0,14% 21.199 SH 21 Agosto 2026 Giornaliero
CRTC · DBX ETF Trust 0,13% 2.386 NS 31 Maggio 2026 N-PORT
VTV · VANGUARD INDEX FUNDS 0,12% 3.717.983 SH 19 Agosto 2026 Giornaliero
BSCS · Invesco Exchange-Traded Self-Indexe… 0,12% 4.065.000 19 Agosto 2026 Giornaliero