L’oréal: Garnier, Vichy, Biotherm, Maybelline, Ombrelle, Kiehl’s.
Purina: Beneful, Dog Chow, Felix, Cat Chow, Friskies, Alpo, Fancy Teast.
Tiene participaciones con:
Ralph Lauren, Yves Saint Laurent, Stella Mccartney, Giorgio Armani, Diesel.
PEPSICO:
Cheetos, Walkers, Munchies, Miss Vickie’s Rold Golf, Smith’s, Ruffles, Tostitos, Doritos, SunChips, Fritos, Lay’s, Santitas, Nik Naks, Matador beef jerky, FrescAvena, Sabritones, Baken-eats, Stacy’s, Gamesa,Cracker Jack, Chester’s puffcorn, Spitz.
PropelZero, Aquafina, OceanSpray, Loóza, Copella, Tropicana, CitrusBlast, Izze, Gatorade, Mirinda, Brisk, Mtn Dew, MUG (root beer), Pepsi, Mist natural, Sobe, Amp (energy), 7Up.
Quaker: Rice Rony, Mother’s, Paw ridge, Scott’s porage oats, Pasta Rony, Chewy, Quaker stila, Aunt Jemima, King Vitaman, Harvest Crunch, Nut Harvest, Quisp, Life, Capitan.
Coca-Cola:
Dasani, AquArius, Apollinaris, BonAqua, Kinley , Fuze, Nordic Mist, Odwalla, Bright and early, Inocent, Honest tea, Minute Maid, Frutopia, Powerade, Fiye Alivie, Fanta, Fresca, MelloYello, Sprite, Bargs, Mezzo mix, Pibb xtra, Coca-Cola.
Full throme, Burn, NOS, Relentless.
Glacéau: VitaminWater, SmartWater.
Unilever:
Lipton, PG Tips, Salada, Lyons, Red Rose, Knorr, Skippy, Colman’s, Amora, Hellmann’s, Marmite, Calve, Wish-bone, Maille, Peperami,
Bifi, Maizena, Slim-Fast, Bertolli, Pot Noodle, Bovril, Ben and Jerry’s, Good humor, Langnese, Popsicle, Fudgsicle, Breyers, Algida, Klonike, Magnum, Cornetto, Becel, Promise, Country Crack, Stork, Butter, Flora, Imperial margarine, Blue Band, Elmlea, Du Darfst, Brummel and Brown yogurt.
Q Tips, Confort, Pond’s, Vaseline, Dove, Axe, ST. Ives, Kotex, Lever 2000, Noxema, Suave, Alberto, Sunsilk, ThermaSilk, Thresemme, Salon selectives, VO5, Just for me!
Danone:
Envian, Volvic, Salvetat, Badoit, Light and fit, Silhouette 0, Danonino, Oikos, Danacol, Activia, Taillefine, Stonyfield, Dannon, Danette, Actimel, Shape, Cow and Gate, Aptamil, Milupa, Nuticia.
Mars:
Uncle Ben’s, Mirácoli, Ebly, Dormio, Seed of change, M&M’s, Mars, MilkyWay, Bounty, Snickers, Dove, Balisto, Galaxy, Flyte, Combos, CocoaVia, Twix, Muskeleers, Revels, Tunea, Topic, Kudos.
Wrigley: Love Savers, Starburst, Altoids, Skittles, Orbit, Excel, Extra, Spearmint, Doublemint, HubbaBubba, Eclipse, Airwaves, 5 gum, JuicyFruit, BigRed, Freedent, Winterfresh.
Wiskas, Pedigree, Royal Canin.
General Mills:
Forcé, Cocoa puffs, Honey nuts clusters, Oatmeal and Crisp, Oats and more, Cheerios, Golden Grahams, Fiber one, Golden Nuggets, Kix, Reese’s puffs, Cinnamon toast Crunch, Curiosly cinnamon, Lucky charms, CiniMinis, Trix, Count chocula, Wheaties, Total, Chocapic, Cascadian farm, Chex, Cookie Crisp, Fitness, Toninos, Bisquick, Betty Crocker, Hamburguer helper, Progresso, Muir Glen Organic, Old El Paso, Green giant, Wanchai Ferry, Foot, Fruit gushers, Roll-ups, Bugles, Nature Valley, Häagen Dazs, Yoplait, Liberté, JusRol, Pillsbury.
Kellogg’s:
Winders, Cheezlt, Morning Star, Pringles, NutriGrain, Eggo, Pop tarts, Kashi, Keebler, Gripz, Wheatables, Chips Deluxe cookies, Toasteds, Sandies, Town house, Zesta, ElFudge, Country style, Oatmeal, Crunchy Nut, Cinnabon, Country store, Pops, Honey Loops, All-bran, Fiber plus, Krave, Corn flakes, Rice Krispies, Special K, Fruit’n fibre, Product 19, Müslix, Toppas, Honey smacks, Froot Loops, Frosted Flanes, Multigrain Start, Vector, Coco Pops, Bran flakes, Optivita, Crispix, Apple Jacks, Raisin Bran, Tresor, Mini-Wheats.
Associated Bristish Foods (PLC):
Karo, Ovaltine, Crusha, Mazola, Argo, Fleischmann’s yeast, Spice islands, Twinings, Billington’s, Durkee, Silver spoon, Blue dragon, Patak’s, Burgen, Kingsmill, Ryvita, Jordans, Allinson, Sunblest.
Kraft:
Côte d’Or, Toblerone, Daim, Mika, Carte noire, Green and black’s, Orange, Suchard, Prince chocolate, Tassimo, Kenco, Gevalia, Café HAG, Jacobs, Onko, Maxwell house, Darylea, Philadelphia, Simmental, Velveeta, Handi Snacks, Easy Cheese, Tang, Ritz, Navisco, Air Crisps, Triscuit, Premium (original), Snack Well’s, Wheat thins, Cheese Nips, Oreo, LU, Nilla, Social tea, Chips Ahoy!, BelVita, Teddy Grahams, Butter Butter, Mallomars, Honey Maid, Cameo, Fig Newtons, Fudgee 0, Finger Snaps.
Cadbury: Stimorol, Chiclets, Bubblicious, Stride, Trident, Halls, Clorets, Certs, Bubbaloo, Dentyne, Maynards, Timeout, Wispa, Bournville, Flake, Twirl, Bubbly, Dairy Milk, Fudge, Boost, BrunchBar, Dream, Sour pate, Trebor, Crispy Crunch, Caramilk, Picnic, Chomp, Snack!, Starbar, Curly Wurly, Doubly Decker, Crispello, Cherry ripe, Crunchie.
P&G:
IAMS, Clairol, Play, Covergirl, Dawn, Cascade, Downy, Zest, Tide, Cheer Ivory, Bounce, Gain, Joy, Herbal Essences, Pantene, Nice’n easy, Head & shoulders, Infuium, Natural instincts, Duracell, Pūr, BrAun, Maestro limpio, Swiffer, Bounty, FebreZe, Puffs, Comet, Oral-B, Crest, Scope, Fixodent, Gillette, Secret, Always, Charmin, Old Spice, Tampax, Pampers, Cushelle, Pepto, Metamusil, Vicks.
Johnson and Johnson:
Splenda, Neutrogena, Clean and Clear, Visine, Aveeno, Lubriderm, Nizoral, Tylenol, Mofrin, Sudafed, Polysporin, Benadeyl, Reactine, Pepcid, Imodium, Rolatids, One touch, Listerine, Care free, Stay free, Nicorette, Band-aid, Reach, Johnson’s baby, Nicoderm.
Accionistas.
Aquí daremos un vistazo a aquellas empresas que son accionistas de estás empresas (grupos empresariales) antes mencionados.
Nestlé:
Principales accionistas de fondos de inversión:
Vanguard International Stock Index-Total Intl Stock Indx 35.886.998 30 jul 2021 1,27% 4.553.880.611.
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund 18.719.756 29 jun 2021 0,67% 2.327.464.702.
iShares Core MSCI EAFE ETF 14.064.468 29 sept 2021 0,50% 1.683.657.464.
Europacific Growth Fund 11.728.955 29 sept 2021 0,42% 1.404.073.203.
MFS Series Trust X-MFS International Intrinsic Value Fund 11.299.095 30 ago 2021 0,40% 1.429.053.040.
New Perspective Fund Inc 10.401.782 29 sept 2021 0,37% 1.245.197.323.
iShares MSCI Eafe ETF 9.596.579 29 sept 2021 0,34% 1.148.806.472.
American Balanced Fund 8.474.236 29 sept 2021 0,30% 1.014.450.791.
MFS Series Trust I-MFS Value Fund 8.228.697 30 ago 2021 0,29% 1.040.724.453.
Vanguard/Wellington Fund Inc. 7.815.904 30 ago 2021 0,28% 988.516.458.
PEPSICO:
Accionistas institucionales principales:
Vanguard Group, Inc. (The) 121,743,158 29 de sep. de 2021 8.67% 18,311,388,394.
Blackrock Inc. 100,047,662 29 de sep. de 2021 7.12% 15,048,168,841.
State Street Corporation 58,140,967 29 de sep. de 2021 4.14% 8,744,982,846.
Bank of America Corporation 22,778,278 29 de sep. de 2021 1.62% 3,426,080,793.
Geode Capital Management, LLC 22,552,420 29 de sep. de 2021 1.61% 3,392,109,492.
Wellington Management Group, LLP 18,395,158 29 de sep. de 2021 1.31% 2,766,815,714.
Northern Trust Corporation 18,051,607 29 de sep. de 2021 1.29% 2,715,142,208.
Capital Research Global Investors 17,064,266 29 de sep. de 2021 1.22% 2,566,636,249.
Magellan Asset Management Ltd 16,187,772 29 de sep. de 2021 1.15% 2,434,802,786.
Bank Of New York Mellon Corporation 15,512,744 29 de sep. de 2021 1.10% 2,333,271,825.
Accionistas principales de fondos mutuos:
Vanguard Total Stock Market Index Fund 39,020,822 29 de jun. de 2021 2.78% 5,781,715,195.
Vanguard 500 Index Fund 28,694,138 29 de jun. de 2021 2.04% 4,251,610,427.
Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF 18,070,123 29 de sep. de 2021 1.29% 2,717,927,200.
SPDR S&P 500 ETF Trust 14,532,564 30 de ago. de 2021 1.03% 2,272,747,683.
Fidelity 500 Index Fund 13,222,876 29 de sep. de 2021 0.94% 1,988,852,779.
Vanguard Institutional Index Fund-Institutional Index Fund 10,920,906 29 de jun. de 2021 0.78% 1,618,150,642.
iShares Core S&P 500 ETF 10,820,840 29 de sep. de 2021 0.77% 1,627,562,544.
Vanguard Index-Value Index Fund 10,412,640 29 de jun. de 2021 0.74% 1,542,840,868.
Vanguard Specialized-Dividend Appreciation Index Fund 8,463,000 30 de jul. de 2021 0.60% 1,328,267,850.
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF 7,545,747 30 de ago. de 2021 0.54% 1,180,079,373.
Coca-Cola:
Accionistas institucionales principales:
Berkshire Hathaway, Inc 400,000,000 29 de sep. de 2021 9.26% 20,988,000,000.
Vanguard Group, Inc. (The) 343,659,763 29 de sep. de 2021 7.96% 18,031,827,764.
Blackrock Inc. 269,857,499 29 de sep. de 2021 6.25% 14,159,422,972.
State Street Corporation 167,613,030 29 de sep. de 2021 3.88% 8,794,655,684.
Wellington Management Group, LLP 71,721,312 29 de sep. de 2021 1.66% 3,763,217,240.
FMR, LLC 68,987,636 29 de sep. de 2021 1.60% 3,619,781,260.
Geode Capital Management, LLC 67,408,461 29 de sep. de 2021 1.56% 3,536,921,948.
JP Morgan Chase & Company 61,104,834 29 de sep. de 2021 1.41% 3,206,170,639.
Morgan Stanley 50,747,845 29 de sep. de 2021 1.17% 2,662,739,427.
Charles Schwab Investment Management, Inc. 48,055,866 29 de sep. de 2021 1.11% 2,521,491,289.
Accionistas principales de fondos mutuos:
Vanguard Total Stock Market Index Fund 109,596,458 29 de jun. de 2021 2.54% 5,930,264,342.
Vanguard 500 Index Fund 80,593,116 29 de jun. de 2021 1.87% 4,360,893,506.
SPDR S&P 500 ETF Trust 40,817,140 30 de ago. de 2021 0.94% 2,298,413,153.
Fidelity 500 Index Fund 37,167,897 29 de sep. de 2021 0.86% 1,950,199,555.
Vanguard Institutional Index Fund-Institutional Index Fund 30,672,754 29 de jun. de 2021 0.71% 1,659,702,718.
iShares Core S&P 500 ETF 30,415,908 29 de sep. de 2021 0.70% 1,595,922,692.
Vanguard Specialized-Dividend Growth Fund 29,526,740 30 de jul. de 2021 0.68% 1,683,909,982.
Vanguard Index-Value Index Fund 29,245,411 29 de jun. de 2021 0.68% 1,582,469,189.
Vanguard Specialized-Dividend Appreciation Index Fund 26,438,420 30 de jul. de 2021 0.61% 1,507,783,092.
Franklin Custodian Funds-Income Fund 20,000,000 29 de jun. de 2021 0.46% 1,082,200,000.
Unilever:
Accionistas institucionales principales:
Blackrock Inc. 22,057,306 29 de sep. de 2021 0.86% 1,195,947,131.
Wellington Management Group, LLP 14,944,585 29 de sep. de 2021 0.58% 810,295,398.
Bank of America Corporation 10,713,828 29 de sep. de 2021 0.42% 580,903,754.
Gardner Russo & Quinn, LLC 9,414,768 29 de sep. de 2021 0.37% 510,468,720.
Hotchkis & Wiley Capital Management, LLC 7,545,540 29 de sep. de 2021 0.29% 409,119,178.
State Farm Mutual Automobile Insurance Co 6,887,758 29 de sep. de 2021 0.27% 373,454,238.
Fiduciary Management, Inc. 6,538,845 29 de sep. de 2021 0.25% 354,536,175.
Norges Bank Investment Management 6,044,142 30 de dic. de 2020 0.24% 364,824,411.
Wells Fargo & Company 5,907,492 29 de sep. de 2021 0.23% 320,304,216.
Capital International Investors 5,025,153 29 de sep. de 2021 0.20% 272,463,795.
Accionistas principales de fondos mutuos:
Blackrock Equity Dividend Fund 7,687,276 30 de jul. de 2021 0.30% 442,248,988.
Vanguard Fenway Funds-Equity Income Fund 6,320,375 29 de jun. de 2021 0.25% 369,741,937.
Vanguard/Wellesley Income Fund 5,453,724 29 de jun. de 2021 0.21% 319,042,854.
Washington Mutual Investors Fund 5,248,111 29 de sep. de 2021 0.20% 284,552,578.
Vanguard/Windsor II 3,871,398 30 de jul. de 2021 0.15% 222,721,526.
Fidelity Equity Dividend Income Fund 2,609,000 29 de sep. de 2021 0.10% 141,459,980.
FMI Large Cap Fund 2,100,000 29 de sep. de 2021 0.08% 113,862,000.
Hartford Balanced Income Fund 1,290,447 30 de jul. de 2021 0.05% 74,239,415.
First Tr Exchange Traded Fd-First Tr Value Line Dividend Index 1,084,134 29 de sep. de 2021 0.04% 58,781,745.
DFA International Core Equity Portfolio 963,154 30 de jul. de 2021 0.04% 55,410,249.
Danone:
Principales accionistas institucionales:
First Manhattan Company 93.390 30 sept 2021 0,01% 5.514.679.
Principales accionistas de fondos de inversión:
First Eagle Global Fund 10.211.219 31 jul 2021 1,48% 633.708.251.
Artisan International Value Fund 10.101.353 30 jun 2021 1,47% 599.717.327.
Europacific Growth Fund 9.209.360 30 sept 2021 1,34% 543.812.708.
Vanguard International Stock Index-Total Intl Stock Indx 7.645.398 31 jul 2021 1,11% 474.473.399.
First Eagle Overseas Fund 5.117.957 31 jul 2021 0,74% 317.620.411.
Capital Income Builder, Inc. 4.609.166 30 sept 2021 0,67% 272.171.252.
Oakmark International Fund 4.522.900 30 jun 2021 0,66% 268.524.573.
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund 3.987.372 30 jun 2021 0,58% 236.730.275.
MFS Series Trust X-MFS International Intrinsic Value Fund 3.878.886 31 ago 2021 0,56% 239.986.676.
Blackrock Equity Dividend Fund 3.250.558 31 jul 2021 0,47% 201.729.629.
Mars:
Principales accionistas de fondos de inversión:
Invesco Small Cap Value Fd 13.960.649 31 jul 2021 2,11% 11.699.023.
DFA International Small Cap Value Portfolio 10.834.880 31 jul 2021 1,64% 9.079.629.
Vanguard International Stock Index-Total Intl Stock Indx 7.395.915 31 jul 2021 1,12% 6.197.776.
DFA International Core Equity Portfolio 6.716.121 31 jul 2021 1,02% 5.628.109.
DFA United Kingdom Small Company Series 4.663.396 31 jul 2021 0,71% 3.907.925.
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund 4.194.655 30 jun 2021 0,64% 3.689.199.
iShares Core MSCI EAFE ETF 4.003.220 30 sept 2021 0,61% 3.242.608.
ClearBridge International Value Fd 2.985.110 31 ago 2021 0,45% 2.577.642.
iShares MSCI EAFE Small Cap ETF 2.958.756 30 sept 2021 0,45% 2.396.592.
Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index 2.277.320 31 jul 2021 0,34% 1.908.394.
General Mills:
Principales accionistas institucionales:
Vanguard Group, Inc. (The) 50.450.596 29 sept 2021 8,33% 3.017.954.652.
Blackrock Inc. 43.804.731 29 sept 2021 7,23% 2.620.399.008
State Street Corporation 34.122.570 29 sept 2021 5,63% 2.041.212.137.
Capital International Investors 28.076.744 29 sept 2021 4,64% 1.679.550.826.
Capital Research Global Investors 26.588.903 29 sept 2021 4,39% 1.590.548.177.
Capital World Investors 15.853.901 29 sept 2021 2,62% 948.380.357.
Charles Schwab Investment Management, Inc. 10.793.694 29 sept 2021 1,78% 645.678.775.
Geode Capital Management, LLC 9.625.709 29 sept 2021 1,59% 575.809.912.
Northern Trust Corporation 7.561.215 29 sept 2021 1,25% 452.311.881.
Norges Bank Investment Management 6.562.084 30 dic 2020 1,08% 385.850.539.
Principales accionistas de fondos de inversión:
Income Fund of America Inc 22.479.017 29 sept 2021 3,71% 1.344.694.796.
Vanguard Total Stock Market Index Fund 17.240.873 29 jun 2021 2,85% 1.050.486.391.
American Mutual Fund Inc 16.504.354 29 sept 2021 2,72% 987.290.456.
Vanguard 500 Index Fund 12.666.323 29 jun 2021 2,09% 771.759.060.
Capital Income Builder, Inc. 10.416.420 29 sept 2021 1,72% 623.110.244.
American Balanced Fund 8.306.645 29 sept 2021 1,37% 496.903.503.
SPDR S&P 500 ETF Trust 6.425.223 30 ago 2021 1,06% 371.442.141.
Investment Company Of America 5.838.794 29 sept 2021 0,96% 349.276.657.
Fidelity 500 Index Fund 5.800.326 29 sept 2021 0,96% 346.975.501.
Vanguard Institutional Index Fund-Institutional Index Fund 4.820.710 29 jun 2021 0,80% 293.725.860.
Kellogg’s:
Accionistas institucionales principales:
Kellogg W K Foundation Trust 58,965,171 29 de sep. de 2021 17.29% 3,769,053,730.
Vanguard Group, Inc. (The) 28,510,029 29 de sep. de 2021 8.36% 1,822,361,053.
Blackrock Inc. 25,209,977 29 de sep. de 2021 7.39% 1,611,421,729.
Keybank National Association 21,792,653 29 de sep. de 2021 6.39% 1,392,986,379.
State Street Corporation 13,782,220 29 de sep. de 2021 4.04% 880,959,502.
Capital World Investors 13,233,323 29 de sep. de 2021 3.88% 845,874,006.
Wellington Management Group, LLP 10,531,465 29 de sep. de 2021 3.09% 673,171,242.
Beutel, Goodman & Company Ltd 5,091,063 29 de sep. de 2021 1.49% 325,420,746.
Geode Capital Management, LLC 4,419,869 29 de sep. de 2021 1.30% 282,518,026.
Invesco Ltd. 4,280,169 29 de sep. de 2021 1.25% 273,588,402.
Accionistas principales de fondos mutuos:
Income Fund of America Inc 7,615,000 29 de sep. de 2021 2.23% 486,750,800
Vanguard Total Stock Market Index Fund 7,224,760 29 de jun. de 2021 2.12% 464,768,810.
Vanguard Mid-Cap Index Fund 5,685,900 29 de jun. de 2021 1.67% 365,773,947.
Vanguard 500 Index Fund 5,232,122 29 de jun. de 2021 1.53% 336,582,408.
Vanguard Fenway Funds-Equity Income Fund 3,702,347 29 de jun. de 2021 1.09% 238,171,982.
Vanguard/Wellesley Income Fund 3,448,805 29 de jun. de 2021 1.01% 221,861,625.
American Balanced Fund 2,973,573 29 de sep. de 2021 0.87% 190,070,786.
SPDR S&P 500 ETF Trust 2,649,824 30 de ago. de 2021 0.78% 167,309,887.
VanEck Vectors ETF Tr-Morningstar Wide Moat Research ETF 2,618,279 29 de sep. de 2021 0.77% 167,360,393.
Fundamental Investors Inc 2,593,141 29 de sep. de 2021 0.76% 165,753,572.
Associated Bristish Foods (PLC):
Principales accionistas de fondos de inversión:
Vanguard International Stock Index-Total Intl Stock Indx 9.585.731 31 jul 2021 1,27% 83.338.345.
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund 5.014.290 30 jun 2021 0,66% 41.618.607.
iShares Core MSCI EAFE ETF 3.663.128 30 sept 2021 0,48% 26.074.145.
iShares MSCI Eafe ETF 2.512.848 30 sept 2021 0,33% 17.886.452.
Fidelity International Index Fund 1.720.429 30 sept 2021 0,23% 12.246.013.
Vanguard International Stock Index-Vanguard European Stock Index 1.566.406 31 jul 2021 0,21% 13.618.333.
Vanguard International Value Fund 1.547.379 31 jul 2021 0,20% 13.452.913.
Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund 1.417.090 31 jul 2021 0,19% 12.320.180.
iShares MSCI Eafe Value ETF 1.380.725 30 sept 2021 0,18% 9.828.000.
DFA International Core Equity Portfolio 1.294.799 31 jul 2021 0,17% 11.256.982.
Kraft:
Accionistas institucionales principales:
Berkshire Hathaway, Inc 325,634,818 29 de sep. de 2021 26.60% 11,989,873,998.
Vanguard Group, Inc. (The) 54,375,228 29 de sep. de 2021 4.44% 2,002,095,894.
Blackrock Inc. 45,459,797 29 de sep. de 2021 3.71% 1,673,829,725.
State Street Corporation 30,158,473 29 de sep. de 2021 2.46% 1,110,434,975.
Capital International Investors 18,372,854 29 de sep. de 2021 1.50% 676,488,484.
Invesco Ltd. 18,055,038 29 de sep. de 2021 1.48% 664,786,499.
Capital Research Global Investors 15,535,386 29 de sep. de 2021 1.27% 572,012,912.
Geode Capital Management, LLC 12,107,888 29 de sep. de 2021 0.99% 445,812,436.
Franklin Resources, Inc. 11,885,909 29 de sep. de 2021 0.97% 437,639,169.
Lsv Asset Management 9,839,816 29 de sep. de 2021 0.80% 362,302,025.
Accionistas principales de fondos mutuos:
Income Fund of America Inc 19,972,607 29 de sep. de 2021 1.63% 735,391,389.
Vanguard Total Stock Market Index Fund 18,953,870 29 de jun. de 2021 1.55% 772,938,818.
Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF 15,994,977 29 de sep. de 2021 1.31% 588,935,053.
Vanguard 500 Index Fund 13,461,934 29 de jun. de 2021 1.10% 548,977,668.
Washington Mutual Investors Fund 11,260,348 29 de sep. de 2021 0.92% 414,606,013.
SPDR S&P 500 ETF Trust 6,813,124 30 de ago. de 2021 0.56% 245,204,332.
Fidelity 500 Index Fund 6,437,369 29 de sep. de 2021 0.53% 237,023,926.
Invesco Diversified Dividend Fund 5,532,724 30 de jul. de 2021 0.45% 212,843,892.
iShares Core S&P 500 ETF 5,287,470 29 de sep. de 2021 0.43% 194,684,645.
Capital Income Builder, Inc. 5,182,637 29 de sep. de 2021 0.42% 190,824,694.
P&G:
Principales accionistas institucionales:
Vanguard Group, Inc. (The) 214.745.187 29 sept 2021 8,87% 30.021.377.142.
Blackrock Inc. 155.027.422 29 sept 2021 6,41% 21.672.833.595.
State Street Corporation 103.741.647 29 sept 2021 4,29% 14.503.082.250.
Wellington Management Group, LLP 47.720.015 29 sept 2021 1,97% 6.671.258.097.
Geode Capital Management, LLC 42.471.296 29 sept 2021 1,76% 5.937.487.180.
Morgan Stanley 34.831.920 29 sept 2021 1,44% 4.869.502.416.
Northern Trust Corporation 31.872.024 29 sept 2021 1,32% 4.455.708.955.
Bank of America Corporation 27.214.531 29 sept 2021 1,12% 3.804.591.433.
Norges Bank Investment Management 26.441.032 30 dic 2020 1,09% 3.679.005.192.
FMR, LLC 25.511.596 29 sept 2021 1,05% 3.566.521.120.
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund 69.135.841 29 jun 2021 2,86% 9.328.499.026.
Vanguard 500 Index Fund 50.847.256 29 jun 2021 2,10% 6.860.820.252.
SPDR S&P 500 ETF Trust 25.751.568 30 ago 2021 1,06% 3.666.765.767.
Fidelity 500 Index Fund 23.223.496 29 sept 2021 0,96% 3.246.644.740.
Vanguard Institutional Index Fund-Institutional Index Fund 19.351.264 29 jun 2021 0,80% 2.611.066.051.
iShares Core S&P 500 ETF 19.004.749 29 sept 2021 0,79% 2.656.863.910.
Vanguard Index-Value Index Fund 18.451.249 29 jun 2021 0,76% 2.489.627.027.
Vanguard Specialized-Dividend Appreciation Index Fund 15.105.262 30 jul 2021 0,62% 2.148.421.414.
Vanguard/Wellington Fund Inc. 12.541.043 30 ago 2021 0,52% 1.785.719.112.
Vanguard Specialized-Dividend Growth Fund 10.345.197 30 jul 2021 0,43% 1.471.397.369.
Johnson and Johnson:
Principales accionistas institucionales:
Vanguard Group, Inc. (The) 233.479.175 29 sept 2021 8,87% 37.706.886.762.
Blackrock Inc. 195.038.467 29 sept 2021 7,41% 31.498.712.420.
State Street Corporation 142.185.280 29 sept 2021 5,40% 22.962.922.720.
Geode Capital Management, LLC 43.320.776 29 sept 2021 1,65% 6.996.305.324.
Northern Trust Corporation 34.963.887 29 sept 2021 1,33% 5.646.667.750.
Wellington Management Group, LLP 32.250.541 29 sept 2021 1,23% 5.208.462.371.
Bank Of New York Mellon Corporation 31.902.267 29 sept 2021 1,21% 5.152.216.120.
State Farm Mutual Automobile Insurance Co 31.675.492 29 sept 2021 1,20% 5.115.591.958.
Bank of America Corporation 31.181.180 29 sept 2021 1,18% 5.035.760.570.
Norges Bank Investment Management 27.770.786 30 dic 2020 1,05% 4.370.566.300.
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund 74.374.634 29 jun 2021 2,83% 12.252.477.205.
Vanguard 500 Index Fund 54.691.546 29 jun 2021 2,08% 9.009.885.288.
SPDR S&P 500 ETF Trust 27.699.304 30 ago 2021 1,05% 4.795.580.501.
Fidelity 500 Index Fund 25.185.305 29 sept 2021 0,96% 4.067.426.757.
Vanguard Institutional Index Fund-Institutional Index Fund 20.814.792 29 jun 2021 0,79% 3.429.028.834.
iShares Core S&P 500 ETF 20.610.100 29 sept 2021 0,78% 3.328.531.150.
Vanguard Index-Value Index Fund 19.846.631 29 jun 2021 0,75% 3.269.533.990.
Washington Mutual Investors Fund 16.273.416 29 sept 2021 0,62% 2.628.156.684.
Vanguard Specialized-Dividend Appreciation Index Fund 16.126.223 30 jul 2021 0,61% 2.776.935.600.
MFS Series Trust I-MFS Value Fund 13.342.936 30 ago 2021 0,51% 2.310.062.509.
Accionistas que tienen inversiones en dos o más empresas.
Principales accionistas institucionales:
Vanguard Group, Inc. (The) (PEPSICO 8.67%, Coca-Cola 7.96%, General Mills 8,33%, Kellogg’s 8.36%, Kraft 4.44%, P&G 8,87%, Johnson & Johnson 8,87%).
Blackrock Inc. (PEPSICO 7.12%, Coca-Cola 6.25%, Unilever 0.86%, General Mills 7,23%, Kellogg’s 7.39%, Kraft 3.71%, P&G 6,41%, Johnson & Johnson 7,41%).
State Street Corporation (PEPSICO 4.14%, Coca-Cola 3.88%, General Mills 5,63%, Kellogg’s 4.04%, Kraft 2.46%, P&G 4,29%, Johnson & Johnson 5,40%).
Geode Capital Management, LLC (PEPSICO 1.61%, Coca-Cola 1.56%, General Mills 1,59%, Kellogg’s 1.30%, Kraft 0.99%, P&G 1,76%, Johnson & Johnson 1,65%).
Wellington Management Group, LLP (PEPSICO 1.31%, Coca-Cola 1.66%, Unilever 0.58%, Kellogg’s 3.09%, P&G 1,97%, Johnson & Johnson 1,23%).
Bank Of New York Mellon Corporation (PEPSICO 1.10%, Johnson & Johnson 1,21%).
State Farm Mutual Automobile Insurance Co (Unilever 0.27%, Johnson & Johnson 1,20%).
Bank of America Corporation (PEPSICO 1.62%, Unilever 0.42%, P&G 1,12%, Johnson & Johnson 1,18%).
Norges Bank Investment Management (Unilever 0.24%, General Mills 1,08%, P&G 1,09%, Johnson & Johnson1,05%).
Northern Trust Corporation (PEPSICO 1.29%, General Mills 1,25%, P&G 1,32%, Johnson & Johnson 1,33%).
Capital Research Global Investors (PEPSICO 1.22%, General Mills 4,39%, Kraft 1.27%).
Berkshire Hathaway, Inc (Coca-Cola 9.26%, Kraft 26.60%).
Morgan Stanley (Coca-Cola 1.17%, P&G 1,44%).
FMR, LLC (Coca-Cola 1.60%, P&G 1,05%).
Charles Schwab Investment Management, Inc. (Coca-Cola 1.11%, General Mills 1,78%).
Capital International Investors (Unilever 0.20%, General Mills 4,64%, Kraft 1.50%).
Capital World Investors (General Mills 2,62%, Kellogg’s 3.88%).
Invesco Ltd (Kellogg’s 1.25%, Kraft 1.48%).
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund (PEPSICO 2.78%, Coca-Cola 2.54%, General Mills 2,85%, Kellogg’s 2.12%, Kraft 1.55%, P&G 2,86%, Johnson & Johnson 2,83%).
Vanguard 500 Index Fund (PEPSICO 2.04%, Coca-Cola 1.87%, General Mills 2,09%, Kellogg’s 1.53%, Kraft 1.10%, P&G 2,10%, Johnson & Johnson 2,08%).
SPDR S&P 500 ETF Trust (PEPSICO 1.03%, Coca-Cola 0.94%, General Mills 1,06%, Kellogg’s 0.78%, Kraft 0.56%, P&G 1,06%, Johnson & Johnson 1,05%).
Fidelity 500 Index Fund (PEPSICO 0.94%, Coca-Cola 0.86%, General Mills 0,96%, Karft 0.53%, P&G 0,96%, Johnson & Johnson 0,96%).
Vanguard International Stock Index-Total Intl Stock Indx (Nestlé 1,27%, Johnson & Johnson 1,27%, Mars 1,12%, Danone 1,11%).
iShares Core S&P 500 ETF (PEPSICO 0.77%, Coca-Cola 0.70%, Kraft 0.43%, P&G 0,79%, Johnson & Johnson 0,78%).
Vanguard Index-Value Index Fund (PEPSICO 0.74%, Coca-Cola 0.68%, P&G 0,76%, Johnson & Johnson 0,75%).
Washington Mutual Investors Fund (Unilever 0.20%, Kraft 0.92%, Johnson & Johnson 0,62%).
Vanguard Specialized-Dividend Appreciation Index Fund (PEPSICO 0.60%, Coca-Cola 0.61%, P&G 0,62%, Johnson & Johnson 0,61%).
MFS Series Trust I-MFS Value Fund (Nestlé 0,29%, Johnson & Johnson 0,51%).
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund (Nestlé 0,67%, Danone 0,58%, Mars 0,64%, Associated Bristish Foods (PLC) 0,66%).
iShares Core MSCI EAFE ETF (Nestlé 0,50%, Mars 0,61%, Associated Bristish Foods (PLC) 0,48%).
Europacific Growth Fund (Nestlé 0.42%, Danone 1.34%).
MFS Series Trust X-MFS International Intrinsic Value Fund (Danone 0.56% y Nestlé 0.40%).
iShares MSCI Eafe ETF (Nestlé 0.34%, Associated Bristish Foods 0.33%).
American Balanced Fund (Nestlé 0.30%, Kellogg’s 0.87%, General Mills 1.37%).
Vanguard/Wellington Fund Inc. (Nestlé 0.28%, P&G 0.52%).
Vanguard Specialized-Dividend Growth Fund (Coca-Cola 0.68%, P&G 0,43%).
Accionistas que están invirtiendo en las empresas accionistas.
State Street Corporation
Principales accionistas institucionales:
*Vanguard Group, Inc. (The) 34.510.329 29 sept 2021 10,05% 2.923.715.072
*Blackrock Inc. 26.910.641 29 sept 2021 7,83% 2.279.869.505
Dodge & Cox Inc 22.937.774 29 sept 2021 6,68% 1.943.288.213
*State Street Corporation 17.874.961 29 sept 2021 5,20% 1.514.366.695
*FMR, LLC 14.019.662 29 sept 2021 4,08% 1.187.745.764
JP Morgan Chase & Company 13.440.181 29 sept 2021 3,91% 1.138.652.134
Price (T.Rowe) Associates Inc 12.067.520 29 sept 2021 3,51% 1.022.360.294
Longview Partners (Guernsey) LTD 9.125.860 29 sept 2021 2,66% 773.142.859
*Bank of America Corporation 8.507.569 29 sept 2021 2,48% 720.761.245
Ameriprise Financial, Inc. 8.445.859 29 sept 2021 2,46% 715.533.174
Principales accionistas de fondos de inversión:
Dodge & Cox Stock Fund 15.885.200 29 sept 2021 4,62% 1.345.794.144
Vanguard Total Stock Market Index Fund 6.758.950 29 jun 2021 1,97% 556.126.406
Vanguard Mid-Cap Index Fund 5.455.985 29 jun 2021 1,59% 448.918.445
Vanguard 500 Index Fund 5.321.709 29 jun 2021 1,55% 437.870.216
American Mutual Fund Inc 3.903.997 29 sept 2021 1,14% 330.746.625
Oakmark Fund 3.877.800 29 sept 2021 1,13% 328.527.216
SPDR S&P 500 ETF Trust 3.657.298 30 ago 2021 1,06% 339.799.557
Select Sector SPDR Fund-Financial 3.542.553 29 sept 2021 1,03% 300.125.090
Fidelity 500 Index Fund 3.498.002 29 sept 2021 1,02% 296.350.729
Price (T.Rowe) Mid-Cap Value Fund 3.328.835 29 jun 2021 0,97% 273.896.543
BlackRock, Inc.
Principales accionistas institucionales
*Vanguard Group, Inc. (The) 12.175.676 29 sept 2021 8,01% 10.211.252.434
*Blackrock Inc. 10.120.581 29 sept 2021 6,66% 8.487.726.461
*Capital World Investors 7.740.470 29 sept 2021 5,10% 6.491.622.570
*State Street Corporation 6.346.388 29 sept 2021 4,18% 5.322.461.760
*Bank of America Corporation 5.602.324 29 sept 2021 3,69% 4.698.445.045
Temasek Holdings (Private) Limited 5.092.825 29 sept 2021 3,35% 4.271.148.614
*Wellington Management Group, LLP 4.253.095 29 sept 2021 2,80% 3.566.900.652
*FMR, LLC 3.932.956 29 sept 2021 2,59% 3.298.412.878
*Capital International Investors 3.216.421 29 sept 2021 2,12% 2.697.483.635
Wells Fargo & Company 2.524.872 29 sept 2021 1,66% 2.117.509.151
Principales accionistas de fondos de inversión
Washington Mutual Investors Fund 4.121.274 29 sept 2021 2,71% 3.456.347.652
Vanguard Total Stock Market Index Fund 3.876.989 29 jun 2021 2,55% 3.392.249.065
Vanguard 500 Index Fund 2.946.092 29 jun 2021 1,94% 2.577.742.117
American Balanced Fund 1.826.158 29 sept 2021 1,20% 1.531.525.668
SPDR S&P 500 ETF Trust 1.490.408 30 ago 2021 0,98% 1.405.886.962
Vanguard/Wellington Fund Inc. 1.479.849 30 ago 2021 0,97% 1.395.926.763
Select Sector SPDR Fund-Financial 1.386.806 29 sept 2021 0,91% 1.163.058.719
Fidelity 500 Index Fund 1.368.715 29 sept 2021 0,90% 1.147.886.521
JP Morgan Equity Income Fund 1.297.010 29 jun 2021 0,85% 1.134.844.839
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF 1.265.670 30 ago 2021 0,83% 1.193.893.854
Bank Of New York Mellon Corporation
Principales accionistas institucionales:
*Berkshire Hathaway, Inc 72.357.453 29 sept 2021 8,76% 3.751.010.363
*Vanguard Group, Inc. (The) 68.821.661 29 sept 2021 8,33% 3.567.714.906
Dodge & Cox Inc 61.306.471 29 sept 2021 7,42% 3.178.127.456
*Blackrock Inc. 58.293.459 29 sept 2021 7,06% 3.021.932.914
*State Street Corporation 36.690.170 29 sept 2021 4,44% 1.902.018.412
*FMR, LLC 22.681.329 29 sept 2021 2,75% 1.175.800.095
Artisan Partners Limited Partnership 18.983.483 29 sept 2021 2,30% 984.103.758
American Century Companies, Inc. 16.411.798 29 sept 2021 1,99% 850.787.608
First Eagle Investment Management, LLC 16.146.933 29 sept 2021 1,96% 837.057.006
Longview Partners (Guernsey) LTD 15.457.867 29 sept 2021 1,87% 801.335.825
Principales accionistas de fondos de inversión:
Dodge & Cox Stock Fund 39.156.624 29 sept 2021 4,74% 2.029.879.388
Vanguard Total Stock Market Index Fund 22.257.745 29 jun 2021 2,70% 1.140.264.276
Vanguard 500 Index Fund 16.753.552 29 jun 2021 2,03% 858.284.468
First Eagle Global Fund 10.924.432 30 jul 2021 1,32% 560.751.094
SPDR S&P 500 ETF Trust 8.478.715 30 ago 2021 1,03% 468.194.642
Select Sector SPDR Fund-Financial 7.698.645 29 sept 2021 0,93% 399.097.756
Fidelity 500 Index Fund 7.597.452 29 sept 2021 0,92% 393.851.911
Vanguard Institutional Index Fund-Institutional Index Fund 6.377.035 29 jun 2021 0,77% 326.695.503
iShares Core S&P 500 ETF 6.240.206 29 sept 2021 0,76% 323.492.279
Vanguard Index-Value Index Fund 5.938.281 29 jun 2021 0,72% 304.218.135
Bank of America Corporation
Principales accionistas institucionales:
*Berkshire Hathaway, Inc 1.010.100.606 29 sept 2021 12,34% 42.878.770.724
*Vanguard Group, Inc. (The) 614.828.574 29 sept 2021 7,51% 26.099.472.966
*Blackrock Inc. 502.543.661 29 sept 2021 6,14% 21.332.978.409
*State Street Corporation 327.407.294 29 sept 2021 4,00% 13.898.439.630
*FMR, LLC 215.263.010 29 sept 2021 2,63% 9.137.914.774
Price (T.Rowe) Associates Inc 147.968.477 29 sept 2021 1,81% 6.281.261.848
*Wellington Management Group, LLP 139.719.477 29 sept 2021 1,71% 5.931.091.798
*Geode Capital Management, LLC 117.785.912 29 sept 2021 1,44% 5.000.011.964
*Capital World Investors 116.855.421 29 sept 2021 1,43% 4.960.512.621
JP Morgan Chase & Company 107.122.106 29 sept 2021 1,31% 4.547.333.399
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund 217.813.895 29 jun 2021 2,66% 8.980.466.890
Vanguard 500 Index Fund 156.593.700 29 jun 2021 1,91% 6.456.358.251
SPDR S&P 500 ETF Trust 79.319.710 30 ago 2021 0,97% 3.311.597.892
Select Sector SPDR Fund-Financial 71.790.170 29 sept 2021 0,88% 3.047.492.716
Fidelity 500 Index Fund 70.845.718 29 sept 2021 0,87% 3.007.400.729
Vanguard Institutional Index Fund-Institutional Index Fund 59.605.392 29 jun 2021 0,73% 2.457.530.312
Vanguard Index-Value Index Fund 58.124.839 29 jun 2021 0,71% 2.396.487.111
iShares Core S&P 500 ETF 57.976.039 29 sept 2021 0,71% 2.461.082.855
Dodge & Cox Stock Fund 46.581.600 29 sept 2021 0,57% 1.977.388.920
Vanguard/Wellington Fund Inc. 39.002.232 30 ago 2021 0,48% 1.628.343.186
Northern Trust Corporation
Principales accionistas institucionales:
*Vanguard Group, Inc. (The) 22.253.961 29 sept 2021 10,72% 2.399.199.535
*Blackrock Inc. 15.186.430 29 sept 2021 7,31% 1.637.249.018
*State Street Corporation 9.471.649 29 sept 2021 4,56% 1.021.138.478
JP Morgan Chase & Company 7.127.016 29 sept 2021 3,43% 768.363.594
*Northern Trust Corporation 6.593.429 29 sept 2021 3,18% 710.837.580
*FMR, LLC 6.445.948 29 sept 2021 3,10% 694.937.653
American Century Companies, Inc. 4.728.765 29 sept 2021 2,28% 509.808.154
Barrow, Hanley Mewhinney & Strauss, LLC 4.699.978 29 sept 2021 2,26% 506.704.628
Ameriprise Financial, Inc. 4.459.116 29 sept 2021 2,15% 480.737.295
State Farm Mutual Automobile Insurance Co 4.409.919 29 sept 2021 2,12% 475.433.367
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund 5.587.275 29 jun 2021 2,69% 646.000.735
Vanguard Mid-Cap Index Fund 4.402.572 29 jun 2021 2,12% 509.025.374
Vanguard 500 Index Fund 4.322.227 29 jun 2021 2,08% 499.735.885
Columbia Fds Ser Tr I-Columbia Dividend Income Fd 3.474.982 30 ago 2021 1,67% 411.854.866
SPDR S&P 500 ETF Trust 2.189.011 30 ago 2021 1,05% 259.441.583
Select Sector SPDR Fund-Financial 2.020.426 29 sept 2021 0,97% 217.822.127
Fidelity 500 Index Fund 1.993.743 29 sept 2021 0,96% 214.945.432
JP Morgan Equity Income Fund 1.894.496 29 sept 2021 0,91% 204.245.613
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF 1.866.792 30 ago 2021 0,90% 221.252.187
Price (T.Rowe) Mid-Cap Value Fund 1.830.072 29 jun 2021 0,88% 211.592.924
Morgan Stanley
Principales accionistas institucionales:
Mitsubishi UFJ Financial Group Inc 377.085.167 29 sept 2021 21,01% 36.694.157.600
*State Street Corporation 127.805.645 29 sept 2021 7,12% 12.436.767.314
*Vanguard Group, Inc. (The) 118.588.683 29 sept 2021 6,61% 11.539.864.742
*Blackrock Inc. 113.197.098 29 sept 2021 6,31% 11.015.209.606
Price (T.Rowe) Associates Inc 53.543.625 29 sept 2021 2,98% 5.210.330.148
*FMR, LLC 43.032.639 29 sept 2021 2,40% 4.187.506.101
*Wellington Management Group, LLP 42.695.321 29 sept 2021 2,38% 4.154.681.686
JP Morgan Chase & Company 42.013.266 29 sept 2021 2,34% 4.088.310.914
*Geode Capital Management, LLC 23.667.279 29 sept 2021 1,32% 2.303.062.919
*Bank of America Corporation 23.097.353 29 sept 2021 1,29% 2.247.603.420
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund 42.040.928 29 jun 2021 2,34% 3.854.732.688
Vanguard 500 Index Fund 30.913.158 29 jun 2021 1,72% 2.834.427.457
Price (T.Rowe) Value Fund 15.678.418 29 sept 2021 0,87% 1.525.666.855
SPDR S&P 500 ETF Trust 15.656.452 30 ago 2021 0,87% 1.635.003.282
Select Sector SPDR Fund-Financial 14.150.783 29 sept 2021 0,79% 1.377.012.693
Fidelity 500 Index Fund 13.964.653 29 sept 2021 0,78% 1.358.900.383
Vanguard Institutional Index Fund-Institutional Index Fund 11.765.218 29 jun 2021 0,66% 1.078.752.838
MFS Series Trust I-MFS Value Fund 11.499.922 30 ago 2021 0,64% 1.200.936.854
iShares Core S&P 500 ETF 11.427.787 29 sept 2021 0,64% 1.112.037.952
Vanguard Index-Value Index Fund 11.218.039 29 jun 2021 0,63% 1.028.581.995
Invesco Ltd
Principales accionistas institucionales:
*Vanguard Group, Inc. (The) 44.140.290 29 sept 2021 9,57% 1.064.222.391
*Blackrock Inc. 38.515.553 29 sept 2021 8,35% 928.609.982
Trian Fund Management, LP 36.755.775 29 sept 2021 7,97% 886.181.735
*State Street Corporation 16.829.832 29 sept 2021 3,65% 405.767.249
Dimensional Fund Advisors LP 9.008.297 29 sept 2021 1,95% 217.190.040
*Geode Capital Management, LLC 6.551.732 29 sept 2021 1,42% 157.962.258
Massachusetts Financial Services Co. 6.286.925 29 sept 2021 1,36% 151.577.761
*FMR, LLC 4.278.113 29 sept 2021 0,93% 103.145.304
*Northern Trust Corporation 4.058.504 29 sept 2021 0,88% 97.850.531
*Norges Bank Investment Management 3.896.721 30 dic 2020 0,84% 67.919.847
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund 11.736.929 29 jun 2021 2,54% 313.728.112
Vanguard Small-Cap Index Fund 10.336.177 29 jun 2021 2,24% 276.286.011
Vanguard 500 Index Fund 7.858.665 29 jun 2021 1,70% 210.062.115
Vanguard Small Cap Value Index Fund 6.443.962 29 jun 2021 1,40% 172.247.104
iShares Select Dividend ETF 5.832.336 29 sept 2021 1,26% 140.617.620
SPDR S&P 500 ETF Trust 3.956.443 30 ago 2021 0,86% 100.177.136
DFA U.S. Targeted Value Portfolio 3.560.383 30 jul 2021 0,77% 86.802.137
Select Sector SPDR Fund-Financial 3.309.896 29 sept 2021 0,72% 79.801.592
Fidelity 500 Index Fund 3.266.509 29 sept 2021 0,71% 78.755.531
Vanguard Institutional Index Fund-Institutional Index Fund 2.993.559 29 jun 2021 0,65% 80.017.832
Familias de fondos frente a proveedores de fondos
BlackRock Funds encabeza la lista en términos de activos mantenidos por una sola familia de fondos, seguidos de otros nombres familiares como Vanguard, Charles Schwab, State Street Global Advisors y Fidelity Investments.
1. Fondos BlackRock (iShares)
BlackRock, Inc., con sede en la ciudad de Nueva York, que lleva el título de iShares en lugar de BlackRock, lanzó sus primeros fondos mutuos en 1998 junto con PNC Financial Services Group. 5 El período comprendido entre 1999 y 2009 vio un enorme crecimiento para los fondos de BlackRock, en parte porque la empresa utiliza una teoría elaborada de gestión de riesgos de la gestión de fondos. Este enfoque de riesgo similar al de un láser sirve a los accionistas particularmente bien durante las recesiones económicas.
BlackRock fue líder en inversiones en valores respaldados por hipotecas (MBS) durante los años de auge de la burbuja inmobiliaria . Su iShares MBS Fund fue lanzado en 2007 con mucha fanfarria solo unos meses antes de que comenzara a desarrollarse la crisis financiera . 6 Sin embargo, la serie iShares pudo escapar de la crisis relativamente ilesa.
BlackRock no solo no fue rescatado por el gobierno de EE. UU. Durante la crisis, sino que la Casa Blanca lo consultó sobre cómo mantener el sistema financiero funcionando durante el pánico de la mitad de la crisis. A diciembre de 2020, BlackRock tiene aproximadamente $ 9 billones en activos bajo administración. 2
2. Vanguard.
Si se encuestara a una muestra aleatoria de la población sobre el nombre de la compañía de fondos mutuos más grande , el Grupo Vanguard probablemente ganaría de manera aplastante.
Vanguard es el retador más serio de la serie iShares de BlackRock. Su popularidad se debe a su amplia selección de ofertas de fondos, más de 190 en los EE. UU., Los bajos costos y un sólido historial de rendimientos positivos. 3 The Vanguard Group administra aproximadamente $ 7.2 billones a enero de 2021. 3
3. Charles Schwab
Charles Schwab ha sido un nombre de confianza en la industria de servicios financieros durante casi cinco décadas, y sus ofertas de fondos principales se centran en fondos indexados. 7 Sus fondos han ganado popularidad debido a sus bajos costos y sin monto mínimo de inversión. A diciembre de 2020, Charles Schwab administra $ 6.7 billones en activos, que incluyen activos de TD Ameritrade.
(aquí el artículo completo, original en inglés)
BlackRock
| Tipo | Privada (cotizada en bolsa como BLK) |
|---|---|
| ISIN | US09247X1019 |
| Industria | Servicios financieros |
| Forma legal | empresa de capital abierto |
| Fundación | 1988 |
| Fundador | Robert S. Kapito Laurence D. Fink |
| Sede | Manhattan, Nueva York, Estados Unidos |
| Personas clave | Laurence Fink (Chairman & CEO) Robert Kapito (Presidente) |
| Productos | Gestión de activos |
| Ingresos | 10.500 billones de dólares[1] (USD) (2013) |
| Beneficio neto | 2932 millones de USD (2013) |
| Activos | Activos bajo gestión: 5,1 billones de USD (2016)[2] Activos propios: 219.870 millones de USD (2013) |
| Capital social | 26.460 millones de USD (2013) |
| Empleados | 12.000 aprox. (2016)[3] |
| Sitio web | BlackRock.com |
Aquí un listado de empresas de fondos de inversión en las que blackrock tiene acciones, con su respectivo porcentaje:
- State Street Corporation 7, 83%
- BlackRock 6.66%
- Bank of New York Mellon Corporation 7,06%
- Bank of America Corporation 6,14%
- Northern Trust Corporation 7,31%
- Morgan Stanley 6,31%
- Invesco Ltd 8,35%
- Entre otras empresas.
The Vanguard Group Inc
| Tipo | Gestión de activos, Plan de pensiones |
| Industria | Servicios financieros |
| Forma legal | Empresa privada |
| Fundación | 1 de mayo de 1975 |
| Fundador | John Bogle |
| Sede | Malvern (Pensilvania) |
| Presidente | William McNabb III |
| Director Ejecutivo | Mortimer J. Buckley |
| Productos | Gestión de activos |
| Activos | ~6,2 billones de $ (2020)[1] |
| Empleados | 16,600 (2020) [2] |
| Miembro de | FIDO Alliance |
| Sitio web |
Aquí un listado de empresas de fondos de inversión en las que The Vanguard Group Inc tiene acciones, con su respectivo porcentaje:
- State Street Corporation 10, 05%
- BlackRock 8,01%
- Bank of New York Mellon Corporation 8,33%
- Bank of America Corporation 7,51%
- Northern Trust Corporation 10,72%
- Morgan Stanley 6,31%
- Invesco Ltd 9,57%
| Tipo | Público |
| Negociado como | NYSE : Componente SCHWS&P 500 |
| Industria | Servicios financieros |
| Fundado | 1971 ; Hace 50 años (como Charles Schwab & Co., Inc.) San Francisco, California , EE. UU. |
| Fundador | Charles R. Schwab |
| Sede | Westlake, Texas , EE. UU. |
| Numero de locaciones | Más de 360 sucursales |
| Gente clave | Charles R. Schwab(Presidente)Walter W Bettinger II(Presidente y CEO) |
| Servicios | Banca comercial, Corretaje de valores,Gestión patrimonial, Plataforma de negociación electrónica |
| Ingresos | Incrementar US $ 11.691 mil millones (2020) [2] |
| Ingresos de explotación | Disminución 4.300 millones de dólares EE.UU. (2020) [2] |
| Ingresos netos | Disminución 3.043 millones de dólares EE.UU. (2020) [2] |
| AUM | Incrementar US $ 7.574 billones (2021) [2] |
| Los activos totales | Incrementar US $ 549.009 mil millones (2020) [2] |
| Equidad total | Incrementar US $ 56.060 mil millones (2020) [2] |
| Dueño | Charles R. Schwab (10,4%) [3] |
| Número de empleados | ~ 32.000 (febrero de 2021) [2] |
| Subsidiarias | Schwab Holdings, Inc.Charles Schwab BankCharles Schwab Investment Management, Inc.Charles Schwab Futures, Inc.Charles Schwab Premier BankOptionsXpressTecnologías de rendimiento de SchwabGrupo de tecnología SoundViewFundación Charles SchwabCharles Schwab Trust BankTD Ameritrade[4] |
| Sitio web |
BANCOS QUE HAN TENIDO UN CRECIMIENTO IMPORTANTE HASTA 2021.
JP Morgan Chase Estados Unidos
Bank Of America Estados Unidos
Wells Fargo & Co Estados Unidos
Citigroup Inc Estados Unidos
Morgan Stanley Estados Unidos
HSBC Reino Unido
Goldman Sachs Estados Unidos
HDFC India
Commonwealth Bk Australia
Truist Financial Estados Unidos
Santander España
Mitsubishi UFJ Financial Group, Inc. Japón.
(lista de los 20 bancos con mayor capitalización)
*aquí no tomamos en cuenta los bancos nacionales.
JP Morgan Chase
Principales accionistas institucionales
Vanguard Group, Inc. (The) 260.594.509 29 sept 2021 8,82% 42.656.715.178
Blackrock Inc. 192.291.314 29 sept 2021 6,51% 31.476.165.188
State Street Corporation 139.443.025 29 sept 2021 4,72% 22.825.428.762
Capital World Investors 74.302.154 29 sept 2021 2,51% 12.162.519.588
Bank of America Corporation 51.898.980 29 sept 2021 1,76% 8.495.344.036
Wellington Management Group, LLP 51.253.306 29 sept 2021 1,73% 8.389.653.659
Geode Capital Management, LLC 47.118.935 29 sept 2021 1,59% 7.712.898.470
FMR, LLC 45.142.343 29 sept 2021 1,53% 7.389.350.125
Capital International Investors 38.817.564 29 sept 2021 1,31% 6.354.047.051
Morgan Stanley 38.201.840 29 sept 2021 1,29% 6.253.259.189
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund 85.492.085 29 jun 2021 2,89% 13.297.438.900
Vanguard 500 Index Fund 62.863.575 29 jun 2021 2,13% 9.777.800.455
SPDR S&P 500 ETF Trust 31.841.016 30 ago 2021 1,08% 5.092.970.509
Select Sector SPDR Fund-Financial 28.969.204 29 sept 2021 0,98% 4.741.969.002
Fidelity 500 Index Fund 28.588.075 29 sept 2021 0,97% 4.679.581.996
Vanguard Institutional Index Fund-Institutional Index Fund 23.926.859 29 jun 2021 0,81% 3.721.583.648
iShares Core S&P 500 ETF 23.394.777 29 sept 2021 0,79% 3.829.491.047
Vanguard Index-Value Index Fund 22.814.160 29 jun 2021 0,77% 3.548.514.446
Income Fund of America Inc 21.277.465 29 sept 2021 0,72% 3.482.908.245
Washington Mutual Investors Fund 20.777.752 29 sept 2021 0,70% 3.401.110.224
Bank Of America
Principales accionistas institucionales
Vanguard Group, Inc. (The) 260.594.509 29 sept 2021 8,82% 42.656.715.178
Blackrock Inc. 192.291.314 29 sept 2021 6,51% 31.476.165.188
State Street Corporation 139.443.025 29 sept 2021 4,72% 22.825.428.762
Capital World Investors 74.302.154 29 sept 2021 2,51% 12.162.519.588
Bank of America Corporation 51.898.980 29 sept 2021 1,76% 8.495.344.036
Wellington Management Group, LLP 51.253.306 29 sept 2021 1,73% 8.389.653.659
Geode Capital Management, LLC 47.118.935 29 sept 2021 1,59% 7.712.898.470
FMR, LLC 45.142.343 29 sept 2021 1,53% 7.389.350.125
Capital International Investors 38.817.564 29 sept 2021 1,31% 6.354.047.051
Morgan Stanley 38.201.840 29 sept 2021 1,29% 6.253.259.189
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund 85.492.085 29 jun 2021 2,89% 13.297.438.900
Vanguard 500 Index Fund 62.863.575 29 jun 2021 2,13% 9.777.800.455
SPDR S&P 500 ETF Trust 31.841.016 30 ago 2021 1,08% 5.092.970.509
Select Sector SPDR Fund-Financial 28.969.204 29 sept 2021 0,98% 4.741.969.002
Fidelity 500 Index Fund 28.588.075 29 sept 2021 0,97% 4.679.581.996
Vanguard Institutional Index Fund-Institutional Index Fund 23.926.859 29 jun 2021 0,81% 3.721.583.648
iShares Core S&P 500 ETF 23.394.777 29 sept 2021 0,79% 3.829.491.047
Vanguard Index-Value Index Fund 22.814.160 29 jun 2021 0,77% 3.548.514.446
Income Fund of America Inc 21.277.465 29 sept 2021 0,72% 3.482.908.245
Washington Mutual Investors Fund 20.777.752 29 sept 2021 0,70% 3.401.110.224
Wells Fargo & Co
Principales accionistas institucionales
Vanguard Group, Inc. (The) 332.443.083 29 sept 2021 8,10% 15.428.683.482
Blackrock Inc. 294.902.679 29 sept 2021 7,18% 13.686.433.332
FMR, LLC 186.816.900 29 sept 2021 4,55% 8.670.172.329
State Street Corporation 177.512.586 29 sept 2021 4,32% 8.238.359.116
Dodge & Cox Inc 139.595.771 29 sept 2021 3,40% 6.478.639.732
Price (T.Rowe) Associates Inc 135.809.610 29 sept 2021 3,31% 6.302.924.000
JP Morgan Chase & Company 73.663.419 29 sept 2021 1,79% 3.418.719.275
Geode Capital Management, LLC 66.036.650 29 sept 2021 1,61% 3.064.760.926
Primecap Management Company 49.950.665 29 sept 2021 1,22% 2.318.210.362
State Farm Mutual Automobile Insurance Co 48.150.614 29 sept 2021 1,17% 2.234.669.995
Principales accionistas de fondos de inversión
Vanguard Total Stock Market Index Fund 116.745.446 29 jun 2021 2,84% 5.287.401.249
Dodge & Cox Stock Fund 87.699.641 29 sept 2021 2,14% 4.070.140.338
Vanguard 500 Index Fund 85.843.303 29 jun 2021 2,09% 3.887.843.192
SPDR S&P 500 ETF Trust 43.422.296 30 ago 2021 1,06% 1.984.398.927
Select Sector SPDR Fund-Financial 39.810.410 29 sept 2021 0,97% 1.847.601.128
Fidelity 500 Index Fund 39.286.577 29 sept 2021 0,96% 1.823.290.038
Vanguard Institutional Index Fund-Institutional Index Fund 32.672.525 29 jun 2021 0,80% 1.479.738.657
iShares Core S&P 500 ETF 32.149.772 29 sept 2021 0,78% 1.492.070.918
Vanguard Index-Value Index Fund 31.152.811 29 jun 2021 0,76% 1.410.910.810
Vanguard/Primecap Fund 29.723.527 29 jun 2021 0,72% 1.346.178.537
Morgan Stanley
Principales accionistas institucionales:
Mitsubishi UFJ Financial Group Inc 377.085.167 29 sept 2021 21,01% 36.694.157.600
State Street Corporation 127.805.645 29 sept 2021 7,12% 12.436.767.314
Vanguard Group, Inc. (The) 118.588.683 29 sept 2021 6,61% 11.539.864.742
Blackrock Inc. 113.197.098 29 sept 2021 6,31% 11.015.209.606
Price (T.Rowe) Associates Inc 53.543.625 29 sept 2021 2,98% 5.210.330.148
FMR, LLC 43.032.639 29 sept 2021 2,40% 4.187.506.101
Wellington Management Group, LLP 42.695.321 29 sept 2021 2,38% 4.154.681.686
JP Morgan Chase & Company 42.013.266 29 sept 2021 2,34% 4.088.310.914
Geode Capital Management, LLC 23.667.279 29 sept 2021 1,32% 2.303.062.919
Bank of America Corporation 23.097.353 29 sept 2021 1,29% 2.247.603.420
Principales accionistas de fondos de inversión:
Vanguard Total Stock Market Index Fund 42.040.928 29 jun 2021 2,34% 3.854.732.688
Vanguard 500 Index Fund 30.913.158 29 jun 2021 1,72% 2.834.427.457
Price (T.Rowe) Value Fund 15.678.418 29 sept 2021 0,87% 1.525.666.855
SPDR S&P 500 ETF Trust 15.656.452 30 ago 2021 0,87% 1.635.003.282
Select Sector SPDR Fund-Financial 14.150.783 29 sept 2021 0,79% 1.377.012.693
Fidelity 500 Index Fund 13.964.653 29 sept 2021 0,78% 1.358.900.383
Vanguard Institutional Index Fund-Institutional Index Fund 11.765.218 29 jun 2021 0,66% 1.078.752.838
MFS Series Trust I-MFS Value Fund 11.499.922 30 ago 2021 0,64% 1.200.936.854
iShares Core S&P 500 ETF 11.427.787 29 sept 2021 0,64% 1.112.037.952
Vanguard Index-Value Index Fund 11.218.039 29 jun 2021 0,63% 1.028.581.995
Citigroup Inc
Accionistas institucionales principales
Vanguard Group, Inc. (The) 167,266,299 29 de sep. de 2021 8.25% 11,738,748,863
Blackrock Inc. 161,104,133 29 de sep. de 2021 7.95% 11,306,288,053
State Street Corporation 90,979,170 29 de sep. de 2021 4.49% 6,384,918,150
Bank of America Corporation 57,493,203 29 de sep. de 2021 2.84% 4,034,872,986
Capital World Investors 36,706,052 29 de sep. de 2021 1.81% 2,576,030,729
Capital Research Global Investors 36,412,001 29 de sep. de 2021 1.80% 2,555,394,230
Bank Of New York Mellon Corporation 35,558,879 29 de sep. de 2021 1.75% 2,495,522,128
Geode Capital Management, LLC 33,433,994 29 de sep. de 2021 1.65% 2,346,397,698
Norges Bank Investment Management 29,719,473 30 de dic. de 2020 1.47% 1,832,502,705
JP Morgan Chase & Company 29,682,348 29 de sep. de 2021 1.46% 2,083,107,182
Accionistas principales de fondos mutuos
Vanguard Total Stock Market Index Fund 58,379,419 29 de jun. de 2021 2.88% 4,130,343,894
Vanguard 500 Index Fund 42,563,710 29 de sep. de 2021 2.10% 2,987,121,167
SPDR S&P 500 ETF Trust 21,430,875 29 de sep. de 2021 1.06% 1,504,018,807
Select Sector SPDR Fund-Financial 19,882,995 29 de sep. de 2021 0.98% 1,395,388,589
Fidelity 500 Index Fund 19,390,518 29 de sep. de 2021 0.96% 1,360,826,553
MFS Series Trust I-MFS Value Fund 17,976,275 30 de ago. de 2021 0.89% 1,292,673,935
Investment Company Of America 16,451,182 29 de jun. de 2021 0.81% 1,163,921,126
iShares Core S&P 500 ETF 15,880,050 29 de sep. de 2021 0.78% 1,114,461,909
Vanguard Institutional Index Fund-Institutional Index Fund 15,550,983 29 de sep. de 2021 0.77% 1,091,367,986
Vanguard Index-Value Index Fund 15,215,531 29 de sep. de 2021 0.75% 1,067,825,965
HSBC
Accionistas institucionales principales
Dimensional Fund Advisors LP 9,281,599 29 de sep. de 2021 0.23% 242,713,813
Renaissance Technologies, LLC 3,681,343 29 de sep. de 2021 0.09% 96,267,119
JP Morgan Chase & Company 3,249,960 29 de sep. de 2021 0.08% 84,986,454
Norges Bank Investment Management 2,985,255 30 de dic. de 2020 0.07% 77,347,957
Jane Street Group, LLC 2,810,138 29 de sep. de 2021 0.07% 73,485,108
Credit Suisse AG 2,671,397 29 de sep. de 2021 0.07% 69,857,031
Parametric Portfolio Associates 2,531,667 29 de sep. de 2021 0.06% 66,203,092
Citadel Advisors LLC 2,318,770 29 de sep. de 2021 0.06% 60,635,835
Goldman Sachs Group, Inc. 2,014,013 29 de sep. de 2021 0.05% 52,666,439
Morgan Stanley 1,812,846 29 de sep. de 2021 0.04% 47,405,922
Accionistas principales de fondos mutuos
DFA International Core Equity Portfolio 3,036,261 30 de jul. de 2021 0.07% 83,709,715
DFA International Value Series 2,483,736 30 de jul. de 2021 0.06% 68,476,601
DFA Tax Managed International Value Portfolio 927,477 30 de jul. de 2021 0.02% 25,570,540
DFA Large Cap International Portfolio 462,542 30 de jul. de 2021 0.01% 12,752,282
Fidelity International Enhanced Index Fund 345,731 29 de sep. de 2021 0.01% 9,040,865
DFA International Vector Equity Port 320,826 30 de jul. de 2021 0.01% 8,845,172
DFA International Sustainability Core 1 Portfolio 241,291 30 de jul. de 2021 0.01% 6,652,392
DFA Investment Dimensions-World Ex U.S. Core Equity Port 230,666 30 de jul. de 2021 0.01% 6,359,461
Goldman Sachs
Accionistas institucionales principales
Vanguard Group, Inc. (The) 25,978,433 29 de sep. de 2021 7.76% 9,820,627,026
Blackrock Inc. 23,225,471 29 de sep. de 2021 6.94% 8,779,924,802
State Street Corporation 20,883,800 29 de sep. de 2021 6.24% 7,894,702,914
Price (T.Rowe) Associates Inc 12,333,038 29 de sep. de 2021 3.68% 4,662,258,355
Massachusetts Financial Services Co. 8,805,307 29 de sep. de 2021 2.63% 3,328,670,205
Dodge & Cox Inc 7,251,005 29 de sep. de 2021 2.17% 2,741,097,420
Geode Capital Management, LLC 5,644,208 29 de sep. de 2021 1.69% 2,133,679,950
FMR, LLC 4,498,070 29 de sep. de 2021 1.34% 1,700,405,402
Bank Of New York Mellon Corporation 4,265,460 29 de sep. de 2021 1.27% 1,612,471,843
AllianceBernstein, L.P. 3,686,066 29 de sep. de 2021 1.10% 1,393,443,529
Accionistas principales de fondos mutuos
Vanguard Total Stock Market Index Fund 9,596,533 29 de jun. de 2021 2.87% 3,642,172,169
Vanguard 500 Index Fund 7,079,164 29 de sep. de 2021 2.11% 2,676,136,366
SPDR Dow Jones Industrial Average ETF 5,569,792 29 de sep. de 2021 1.66% 2,105,548,469
Dodge & Cox Stock Fund 4,791,700 29 de sep. de 2021 1.43% 1,811,406,351
SPDR S&P 500 ETF Trust 3,564,422 29 de sep. de 2021 1.06% 1,347,458,448
Select Sector SPDR Fund-Financial 3,306,805 29 de sep. de 2021 0.99% 1,250,071,494
Fidelity 500 Index Fund 3,225,051 29 de sep. de 2021 0.96% 1,219,166,029
Price (T.Rowe) Blue Chip Growth Fund Inc. 2,760,198 29 de sep. de 2021 0.82% 1,043,437,649
iShares Core S&P 500 ETF 2,641,237 29 de sep. de 2021 0.79% 998,466,823
Vanguard Institutional Index Fund-Institutional Index Fund 2,586,431 29 de sep. de 2021 0.77% 977,748,510
HDFC Bank Limited (HDB)
Accionistas institucionales principales
JP Morgan Chase & Company 35,219,230 29 de sep. de 2021 1.91% 2,574,173,520
Morgan Stanley 19,055,047 29 de sep. de 2021 1.03% 1,392,733,385
WCM Investment Management, LLC 16,728,218 29 de sep. de 2021 0.91% 1,222,665,453
Capital Research Global Investors 12,724,990 29 de sep. de 2021 0.69% 930,069,519
Harding Loevner LLC 12,269,446 29 de sep. de 2021 0.66% 896,773,808
FIL LTD 9,072,525 29 de sep. de 2021 0.49% 663,110,852
Fiera Capital Corporation 8,480,257 29 de sep. de 2021 0.46% 619,821,984
FMR, LLC 8,171,954 29 de sep. de 2021 0.44% 597,288,117
Schroder Investment Management Group 7,278,593 29 de sep. de 2021 0.39% 531,992,362
American Century Companies, Inc. 6,931,911 29 de sep. de 2021 0.38% 506,653,374
Accionistas principales de fondos mutuos
Investment Managers Ser Tr-WCM Focused International Growth Fd 9,776,583 30 de jul. de 2021 0.53% 689,933,462
Europacific Growth Fund 9,125,346 29 de jun. de 2021 0.49% 667,245,299
Harding, Loevner Funds, Inc-International Equity Portfolio 3,716,519 30 de jul. de 2021 0.20% 262,274,745
Artisan Developing World Fund 3,666,628 29 de sep. de 2021 0.20% 267,993,840
Growth Fund Of America Inc 3,195,463 29 de sep. de 2021 0.17% 233,556,390
JP Morgan Emerging Markets Equity Fund 2,957,166 30 de jul. de 2021 0.16% 208,687,204
JP Morgan International Focus Fund 1,651,304 30 de jul. de 2021 0.09% 116,532,523
Fidelity International Discovery Fund 1,614,584 29 de sep. de 2021 0.09% 118,009,944
Fidelity Growth Company Fund 1,565,306 29 de sep. de 2021 0.08% 114,408,215
Capital World Growth and Income Fund 1,121,719 29 de sep. de 2021 0.06% 81,986,441
Commonwealth Bk
Accionistas principales de fondos mutuos
Vanguard International Stock Index-Total Intl Stock Indx 22,610,533 31 de jul. de 2021 1.33% 2,253,139,613
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund 11,796,362 30 de jun. de 2021 0.69% 1,178,102,672
iShares Core MSCI EAFE ETF 8,635,615 30 de sep. de 2021 0.51% 900,953,712
iShares MSCI Eafe ETF 5,909,496 30 de sep. de 2021 0.35% 616,537,717
Fidelity International Index Fund 4,040,750 30 de sep. de 2021 0.24% 421,571,447
JP Morgan ETF Tr-BetaBuilders Developed Asia ex-Japan ETF 3,631,980 30 de sep. de 2021 0.21% 378,924,473
Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund 3,324,177 31 de jul. de 2021 0.19% 331,254,238
iShares MSCI Eafe Value ETF 3,229,410 30 de sep. de 2021 0.19% 336,924,345
Fidelity Series International Value Fund 2,621,890 30 de sep. de 2021 0.15% 273,541,783
Schwab Strategic Tr-Schwab International Equity ETF 2,342,160 31 de ago. de 2021 0.14% 234,497,059
Truist Financial Corporation
Accionistas institucionales principales
Vanguard Group, Inc. (The) 115,709,207 29 de sep. de 2021 8.67% 6,786,344,990
Blackrock Inc. 96,507,897 29 de sep. de 2021 7.23% 5,660,188,159
State Street Corporation 61,999,504 29 de sep. de 2021 4.64% 3,636,270,909
JP Morgan Chase & Company 56,788,738 29 de sep. de 2021 4.25% 3,330,659,483
Bank of America Corporation 47,052,989 29 de sep. de 2021 3.52% 2,759,657,804
Capital International Investors 45,750,725 29 de sep. de 2021 3.43% 2,683,280,021
Massachusetts Financial Services Co. 24,714,793 29 de sep. de 2021 1.85% 1,449,522,609
Wellington Management Group, LLP 21,953,160 29 de sep. de 2021 1.64% 1,287,552,834
Geode Capital Management, LLC 20,494,179 29 de sep. de 2021 1.54% 1,201,983,598
Northern Trust Corporation 16,220,867 29 de sep. de 2021 1.22% 951,353,849
Accionistas principales de fondos mutuos
Vanguard Total Stock Market Index Fund 37,984,844 29 de jun. de 2021 2.85% 2,108,158,842
Vanguard 500 Index Fund 28,033,365 29 de sep. de 2021 2.10% 1,644,156,857
SPDR S&P 500 ETF Trust 14,114,235 29 de sep. de 2021 1.06% 827,799,882
Select Sector SPDR Fund-Financial 13,094,702 29 de sep. de 2021 0.98% 768,004,272
Fidelity 500 Index Fund 12,770,509 29 de sep. de 2021 0.96% 748,990,352
Washington Mutual Investors Fund 12,043,403 29 de sep. de 2021 0.90% 706,345,585
American Mutual Fund Inc 10,625,672 29 de sep. de 2021 0.80% 623,195,662
iShares Core S&P 500 ETF 10,443,715 29 de sep. de 2021 0.78% 612,523,884
Vanguard Institutional Index Fund-Institutional Index Fund 10,242,541 29 de sep. de 2021 0.77% 600,725,029
Vanguard Index-Value Index Fund 10,025,841 29 de sep. de 2021 0.75% 588,015,574
Santander.
Principales accionistas institucionales:
Fisher Asset Management, LLC 124.214.803 29 sept 2021 0,72% 449.657.586
Macquarie Group Limited 21.660.214 29 sept 2021 0,12% 78.409.974
Lazard Asset Management LLC 16.978.585 29 sept 2021 0,10% 61.462.477
Mondrian Investment Partners Ltd 15.694.372 29 sept 2021 0,09% 56.813.626
Parametric Portfolio Associates 14.469.539 29 sept 2021 0,08% 52.379.731
Cambiar Investors, LLC 13.728.197 29 sept 2021 0,08% 49.696.073
Brandywine Global Investment Management, LLC 10.456.376 29 sept 2021 0,06% 37.852.081
Goldman Sachs Group, Inc. 10.369.679 29 sept 2021 0,06% 37.538.237
Bank of America Corporation 9.743.880 29 sept 2021 0,06% 35.272.845
CIBC Private Wealth Group, LLC 8.666.065 29 sept 2021 0,05% 31.371.155
Principales accionistas de fondos de inversión:
iShares Core MSCI EAFE ETF 84.568.491 29 sept 2021 0,49% 306.137.937
iShares MSCI Eafe ETF 57.761.486 29 sept 2021 0,33% 209.096.579
iShares MSCI Spain ETF 32.395.111 29 sept 2021 0,19% 117.270.301
iShares MSCI Eafe Value ETF 31.623.235 29 sept 2021 0,18% 114.476.110
iShares MSCI Eurozone ETF 23.829.008 29 sept 2021 0,14% 86.261.008
iShares Core MSCI Total International Stock ETF 16.783.775 29 sept 2021 0,10% 60.757.265
iShares MSCI Europe Financials ETF 15.445.131 29 sept 2021 0,09% 55.911.374
iShares Core MSCI Europe ETF 7.033.556 29 sept 2021 0,04% 25.461.472
iShares Core MSCI International Developed Markets ETF 4.732.170 29 sept 2021 0,03% 17.130.455
iShares ESG Aware MSCI EAFE ETF 4.170.789 29 sept 2021 0,02% 15.098.256
Mitsubishi UFJ Financial Group, Inc.
Principales accionistas institucionales:
Aristotle Capital Management, LLC 80.871.611 29 sept 2021 0,61% 479.568.653
Bank of America Corporation 10.910.552 29 sept 2021 0,08% 64.699.573
Parametric Portfolio Associates 9.619.008 29 sept 2021 0,07% 57.040.717
Northern Trust Corporation 8.662.706 29 sept 2021 0,07% 51.369.846
Goldman Sachs Group, Inc. 7.539.912 29 sept 2021 0,06% 44.711.678
Dimensional Fund Advisors LP 6.150.188 29 sept 2021 0,05% 36.470.614
Natixis Advisors, L.P. 5.907.723 29 sept 2021 0,04% 35.032.797
Blackrock Inc. 5.448.153 29 sept 2021 0,04% 32.307.547
FMR, LLC 5.007.177 29 sept 2021 0,04% 29.692.559
Royal Bank of Canada 4.322.436 29 sept 2021 0,03% 25.632.045
Principales accionistas de fondos de inversión:
Vanguard/Windsor II 19.937.000 30 jul 2021 0,15% 105.865.470
Harbor Large Cap Value Fund 4.595.000 30 jul 2021 0,03% 24.399.450
EQ Advisors Trust-EQ/Blackrock Basic Value Port 3.461.549 29 sept 2021 0,03% 20.526.985
DFA International Value Series 2.767.349 30 jul 2021 0,02% 14.694.623
Fidelity Strategic Advisers Large Cap Fund 2.150.000 29 sept 2021 0,02% 12.749.500
Investment Managers Ser Tr-Aristotle Value Equity Fd 1.566.000 29 sept 2021 0,01% 9.286.380
DFA International Core Equity Portfolio 1.126.843 30 jul 2021 0,01% 5.983.536
DFA Large Cap International Portfolio 908.164 30 jul 2021 0,01% 4.822.350
EQ Advisors Trust-EQ/Large Cap Value Managed Volatility Port 887.435 29 sept 2021 0,01% 5.262.489
Trust For Professional Managers-PMC Diversified Equity Fund 665.012 29 sept 2021 0,01% 3.943.521
INVERSIONES DE BANCOS EN OTROS BANCOS.
JPMorgan Chase (Morgan Stanley 2,34%, Citigroup Inc 1,46%, HSBC 0,08%, HDFC 1,91%, Truist Finantial Corporation 4,25%, Wells Fargo &Con 1,79%)
Bank of America Corporation (JP Morgan Chase 1,76%, Bank of America Corporation 1,76%, Morgan Stanley 2,34%, Citigroup Inc 2,84%, Truist Finantial Corporation 3,52%, Santander 0,06%, Mitsubishi UFJ Financial Group Inc 0,08%)
Morgan Stanley (JP Morgan Chase 1,29%, Bank of America 1,29%, HSBC 0,04%, HDFC Bank Limited 1,03%)
Goldman Sachs (HSBC 0,05%, Mitsubishi UFJ Financial Group, Inc. 0,06%, Santander 0,06%)
Mitsubishi UFJ Financial Group Inc (Morgan Stanley 21,01%)
Siguiendo el orden de esta lista de bancos que han tenido mejores rendimientos hasta 2021, notamos que bancos como: Wells Fargo & Co, Citigroup Inc, HSBC, HDFC, Commonwealt, Santander y Truist Financial Corporation no tienen acciones en alguno de estos bancos de la lista, sin embargo no podemos descartar que tengan acciones en bancos que estén en un ranking menor.
También notamos que The Vanguard Group Inc y BlackRock tienen acciones en la mayoría de los grupos, ya sea directamente o por alguna de sus filiales.
The Vanguard Group Inc. (Morgan Chase 8,82%, Bank of America 8,82%, Wells fargo 8,10%, Morgan Stanley 6,61%, Citigroup 8,25%, Gold Sachs 7,76%, Truist Financial Corporation 8,67%)
BlackRock inc. (Morgan Chase 6,51%, Bank of America Corporation 6,51%, Wells Fargo & Co 7,18%, Morgan Stanley 6,31%, Citigroup 7,95%, Gold Sachs 6,94%, Truist Financial Corporation 7,23%, Mitsubishi UFJ Financial Group, Inc. 0,04%).
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