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STONECO · 13F 机构持仓分析
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STONECO

STONECO LTDSTNE
持有机构数
280
机构合计市值 (Q2 2026)
$19.65亿
机构合计股数 (Q2 2026)
1.77亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,861.5万股
150 · 56 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3,304.0万股
148 · 62 清仓 · ≈
⚖️ 净额
-442.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.65亿
持有机构数
280
新买入
56
加仓
94
减仓
86
清仓
62
持股不变
44
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
0.01%0.01%#74$3.94亿3,631.9万股$5.05亿3,574.2万股+57.7万股+1.61%加仓
Madrone Advisors, LLC
19.69%34.81%#2$2.75亿2,533.9万股$3.58亿2,533.9万股00.00%持仓不变
BRC-Global BAH Investments Ltd.
100%100%#1$1.07亿758.0万股$1.07亿758.0万股00.00%持仓不变
道富集团STATE STREET CORP
<0.01%<0.01%#114$8,377.2万772.8万股$1.10亿775.5万股-2.7万股-0.35%减仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#87$7,037.7万506.0万股$6,850.4万486.4万股+19.6万股+4.03%加仓
城堡顾问CITADEL ADVISORS LLC
0.01%0.01%#67$6,496.4万599.3万股$6,138.1万434.7万股+164.6万股+37.86%加仓
Point72资产管理Point72 Asset Management, L.P.
0.06%0.11%#25$5,755.5万531.0万股$8,601.4万609.2万股-78.2万股-12.84%减仓
Schonfeld战略顾问Schonfeld Strategic Advisors LLC
0.19%#16$5,478.9万505.4万股$00股+505.4万股新买入
瑞银集团UBS Group AG
0.01%0.01%#69$5,373.7万495.7万股$4,160.2万294.6万股+201.1万股+68.26%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#130$4,154.2万383.2万股$5,015.1万355.2万股+28.1万股+7.90%加仓
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.
4.99%10.52%#5$4,061.9万374.7万股$9,407.1万666.2万股-291.5万股-43.76%减仓
Polunin Capital Partners Ltd
9.15%12.42%#3$3,803.7万350.9万股$4,787.2万335.5万股+15.4万股+4.59%加仓
SPX Gestao de Recursos Ltda
3.63%9.06%#7$3,256.4万300.4万股$1.09亿772.8万股-472.4万股-61.13%减仓
挪威央行投资管理NORGES BANK
<0.01%<0.01%#98$3,038.3万280.3万股$2,738.6万261.3万股+19.0万股+7.26%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%0.01%#129$2,944.7万271.7万股$8,518.0万603.3万股-331.6万股-54.97%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#113$2,899.5万267.5万股$3,275.6万232.0万股+35.5万股+15.30%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#96$2,744.0万253.1万股$3,620.6万256.4万股-3.3万股-1.28%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#144$2,536.3万234.0万股$3,303.6万174.7万股+59.3万股+33.93%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.01%0.02%#59$2,486.9万229.4万股$4,003.0万283.5万股-54.1万股-19.08%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#131$2,382.9万219.8万股$4,276.2万302.8万股-83.0万股-27.41%减仓
麦肯齐金融MACKENZIE FINANCIAL CORP
0.02%<0.01%#42$2,247.3万207.3万股$87.7万6.2万股+201.1万股+3,236.67%加仓
英国法通集团Legal & General Group Plc
<0.01%0.01%#83$2,219.4万204.7万股$2,773.9万196.4万股+8.3万股+4.22%加仓
DEUTSCHE 银行 AG\DEUTSCHE BANK AG\
0.01%0.01%#77$1,866.1万172.1万股$2,266.9万160.5万股+11.6万股+7.23%加仓
Incline Global Management LLC
4.99%0.73%#4$1,780.1万164.2万股$185.6万13.1万股+151.1万股+1,149.03%加仓
富达投资FMR LLC
<0.01%0.01%#188$1,777.1万163.9万股$1.41亿999.7万股-835.7万股-83.60%减仓
Fourth Sail Capital LP
2.41%#8$1,588.6万146.6万股$00股+146.6万股新买入
Federated HermesFEDERATED HERMES, INC.
0.02%0.04%#46$1,368.6万126.3万股$2,389.9万169.3万股-43.0万股-25.40%减仓
保德信金融PRUDENTIAL FINANCIAL INC
0.01%<0.01%#55$1,191.4万109.9万股$71.8万5.1万股+104.8万股+2,061.27%加仓
荷宝机构资产管理Robeco Institutional Asset Management B.V.
0.01%0.01%#51$1,132.0万104.4万股$390.4万27.6万股+76.8万股+277.74%加仓
HRT金融HRT FINANCIAL LP
0.02%0.01%#44$1,124.1万103.7万股$282.2万20.0万股+83.7万股+418.75%加仓
纽文Nuveen, LLC
<0.01%<0.01%#121$949.8万87.6万股$1,386.3万98.2万股-10.6万股-10.76%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#140$935.7万86.3万股$1,116.7万79.1万股+7.2万股+9.14%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#101$871.2万80.4万股$561.5万39.8万股+40.6万股+102.10%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#108$830.0万76.6万股$978.3万69.3万股+7.3万股+10.51%加仓
SquarepointSquarepoint Ops LLC
0.01%#62$804.0万74.2万股$00股+74.2万股新买入
英仕曼集团Man Group plc
0.01%0.01%#57$783.2万72.2万股$312.6万22.1万股+50.1万股+226.30%加仓
Trexquant投资Trexquant Investment LP
0.04%#31$749.2万69.1万股$00股+69.1万股新买入
Sharp Capital Gestora de Recursos Ltda.
4.99%12.87%#6$718.3万66.3万股$2,470.1万175.1万股-108.9万股-62.16%减仓
纽约州共同退休基金NEW YORK STATE COMMON RETIREMENT FUND
0.01%<0.01%#63$681.6万62.9万股$108.4万7.7万股+55.2万股+719.16%加仓
Assenagon资产管理Assenagon Asset Management S.A.
0.01%<0.01%#65$626.5万57.8万股$58.8万4.2万股+53.6万股+1,288.39%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#184$603.7万55.7万股$911.4万64.5万股-8.9万股-13.71%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#222$589.4万54.1万股$593.5万43.7万股+10.4万股+23.93%加仓
Walleye交易Walleye Trading LLC
0.01%0.01%#70$581.1万53.6万股$757.1万53.6万股-100股-0.02%减仓
景顺Invesco Ltd.
<0.01%<0.01%#215$549.0万50.6万股$758.8万53.7万股-3.1万股-5.76%减仓
one8zero8, LLC
1.07%1.09%#9$538.6万49.7万股$487.5万34.5万股+15.2万股+43.93%加仓
IMC芝加哥IMC-Chicago, LLC
<0.01%<0.01%#148$535.7万49.4万股$477.0万33.8万股+15.6万股+46.30%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#116$510.6万47.1万股$788.6万55.8万股-8.7万股-15.65%减仓
加州公务员退休基金(CalPERS)CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
<0.01%<0.01%#102$506.4万46.7万股$538.7万38.1万股+8.6万股+22.46%加仓
东方汇理Amundi
<0.01%<0.01%#155$488.3万45.0万股$607.2万43.0万股+2.0万股+4.76%加仓
Truffle Hound Capital, LLC
0.93%1.46%#10$433.6万40.0万股$564.8万40.0万股00.00%持仓不变

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