FactSet

Quarter history

Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.

• Q2 2026121 filers · $230$6.9B+$496M
• Q1 2026112 filers · $217$6.0B+$8.5M
• Q4 2025114 filers · $290$7.4B−$140M
• Q3 2025118 filers · $286$7.5B+$400M
• Q2 2025121 filers · $447$11.3B+$210M
• Q1 2025115 filers · $455$11.3B−$100M
• Q4 2024120 filers · $480$11.9B+$74.3M
• Q3 2024118 filers · $460$11.3B+$56.8M
• Q2 2024120 filers · $408$9.9B+$389M
• Q1 2024114 filers · $454$10.7B+$104M
• Q4 2023117 filers · $477$11.1B+$208M
• Q3 2023111 filers · $437$10.0B+$258M
• Q2 2023113 filers · $401$8.9B−$137M
• Q1 2023117 filers · $415$9.3B−$40.7M
• Q4 2022120 filers · $401$9.0B+$298M
• Q3 2022114 filers · $400$8.7B−$253M
• Q2 2022115 filers · $385$8.6B−$81.1M
• Q1 2022114 filers · $434$9.8B−$295M
• Q4 2021114 filers · $486$11.3B+$130M
• Q3 2021110 filers · $395$9.0B+$72.3M
• Q2 2021107 filers · $336$7.6B−$135M
• Q1 2021107 filers · $309$7.1B−$259M
• Q4 2020109 filers · $333$7.9B−$236M
• Q3 2020105 filers · $335$8.2B−$274M
• Q2 2020102 filers · $328$8.3B−$22.2M
• Q1 2020100 filers · $261$6.7B−$183M
• Q4 201998 filers · $268$7.0B−$195M
• Q3 201993 filers · $243$6.5B−$163M
• Q2 201995 filers · $287$7.9B+$285M
• Q1 201984 filers · $248$6.5B+$183M
• Q4 201888 filers · $200$5.1B+$8.7M
• Q3 201885 filers · $224$5.7B+$16.1M
• Q2 201887 filers · $198$5.0B+$45.9M
• Q1 201887 filers · $199$5.0B−$115M
• Q4 201782 filers · $193$4.9B+$235M
• Q3 201782 filers · $180$4.4B+$146M
• Q2 201781 filers · $166$3.9B+$51.7M
• Q1 201784 filers · $165$3.8B+$435M
• Q4 201687 filers · $163$3.3B−$68.7M
• Q3 201682 filers · $162$3.4BFlat
• Q2 201679 filers · $161$3.3B—

Who owns it

• BamcoGeneralist · 23.0% of their software3,398,436 shares$549M—
• Loomis Sayles & CO L PGeneralist · 15.2% of their software2,789,051 shares$450M—
• Wells FargoGeneralist · 3.3% of their software1,921,212 shares$310M—
• Wellington Management GroupGeneralist · 1.2% of their software1,345,995 shares$217M—
• State StreetPassive · 0.5% of their software1,063,153 shares$172M—
• Bank of AmericaGeneralist · 1.3% of their software840,683 shares$136M—
• Neuberger Berman GroupGeneralist · 2.9% of their software726,204 shares$117M—
• Principal Financial GroupGeneralist · 3.2% of their software640,819 shares$103M—
• Disciplined Growth Investors INC /MNGeneralist · 14.4% of their software638,043 shares$103M—
• Goldman SachsGeneralist · 1.6% of their software611,424 shares$98.7M—
• FidelityGeneralist · 0.3% of their software580,724 shares$93.7M—
• AmeripriseGeneralist · 1.1% of their software545,898 shares$88.1M—
• Kayne Anderson Rudnick Investment ManagementGeneralist · 35.0% of their software509,301 shares$82.2M—
• Northern TrustPassive · 0.6% of their software458,742 shares$74.1M—
• Ninety One UKGeneralist · 4.8% of their software437,729 shares$70.7M—
• William Blair Investment ManagementGeneralist · 4.0% of their software424,140 shares$68.5M—
• Bank of New York MellonPassive · 0.4% of their software417,810 shares$67.4M—
• JPMorgan ChaseGeneralist · 0.4% of their software334,809 shares$54.0M—
• GeodePassive · 0.5% of their software250,109 shares$40.4M—
• Manufacturers Life Insurance Company, TheGeneralist · 1.2% of their software158,026 shares$25.5M—
• DimensionalPassive · 0.8% of their software155,761 shares$25.1M—
• New York State Common Retirement FundGeneralist · 0.7% of their software151,370 shares$24.4M—
• Aqr Capital ManagementGeneralist · 1.3% of their software150,976 shares$24.4M—
• UBS Asset ManagementGeneralist · 0.5% of their software150,436 shares · Not in the total$24.3M—
• Schroder Investment Management GroupGeneralist · 1.0% of their software146,814 shares$23.7M—
• Lazard Asset ManagementGeneralist · 2.0% of their software139,134 shares$22.5M—
• Pnc Financial Services GroupGeneralist · 1.2% of their software129,960 shares$21.0M—
• Charles Schwab Investment ManagementPassive · 0.6% of their software116,301 shares$18.8M—
• Earnest PartnersGeneralist · 6.4% of their software99,807 shares$16.1M—
• Nordea Investment Management AbGeneralist · 1.4% of their software98,525 shares$15.9M—
• Renaissance TechnologiesGeneralist · 0.6% of their software90,600 shares$14.6M—
• Robeco Institutional Asset Management B.v.Generalist · 2.6% of their software89,709 shares$14.5M—
• Rhumbline AdvisersGeneralist · 0.9% of their software86,045 shares$13.9M—
• California State Teachers Retirement SystemGeneralist · 0.7% of their software84,605 shares$13.7M—
• Morgan StanleyGeneralist · 0.2% of their software82,478 shares$13.3M—
• Royal Bank of CanadaGeneralist · 0.4% of their software79,488 shares$12.8M—
• Swiss National BankGeneralist · 0.4% of their software68,351 shares$11.0M—
• Bank of MontrealGeneralist · 0.6% of their software66,815 shares$10.8M—
• Deutsche BankGeneralist · 0.2% of their software59,682 shares$9.6M—
• InvescoPassive · 0.1% of their software56,897 shares$9.2M—
• Wasatch AdvisorsGeneralist · 2.6% of their software54,378 shares$8.8M—
• State Board of Administration of Florida Retirement SystemGeneralist · 0.5% of their software46,831 shares$7.6M—
• UBS GroupGeneralist · 0.2% of their software34,662 shares$5.6M—
• AlliancebernsteinGeneralist · 0.1% of their software28,716 shares$4.6M—
• Citadel AdvisorsGeneralist · 0.3% of their software28,233 shares$4.6M—
• Td Asset ManagementGeneralist · 0.3% of their software28,131 shares$4.5M—
• Fifth Third BancorpGeneralist · 1.4% of their software27,493 shares$4.4M—
• US Bancorp deGeneralist · 0.6% of their software26,865 shares$4.3M—
• State of Wisconsin Investment BoardGeneralist · 0.4% of their software26,123 shares$4.2M—
• Mackenzie FinancialGeneralist · 0.6% of their software25,107 shares$4.1M—
• Prudential FinancialGeneralist · 0.2% of their software24,769 shares$4.0M—
• Stifel FinancialGeneralist · 0.6% of their software23,972 shares$3.9M—
• D. E. ShawGeneralist · 0.3% of their software23,336 shares$3.8M—
• Federated HermesGeneralist · 0.3% of their software23,282 shares$3.8M—
• BlackRockPassive · 0.2% of their software22,769 shares$3.7M—
• ProShare AdvisorsGeneralist · 1.0% of their software22,584 shares$3.6M—
• Bnp Paribas Financial MarketsGeneralist · 0.6% of their software19,762 shares$3.2M—
• Envestnet Asset ManagementGeneralist · 0.7% of their software17,915 shares$2.9M—
• Voya Investment ManagementGeneralist · 0.1% of their software17,343 shares$2.8M—
• BarclaysGeneralist · 0.2% of their software16,736 shares$2.7M—
• First Trust AdvisorsGeneralist · 0.1% of their software9,415 shares$1.5M—
• Franklin ResourcesGeneralist · 0.0% of their software8,800 shares$1.4M—
• CitigroupGeneralist · 0.3% of their software7,686 shares$1.2M—
• Blair William & Co/ilGeneralist · 0.1% of their software7,324 shares$1.2M—
• Brown AdvisoryGeneralist · 0.1% of their software7,202 shares$1.2M—
• Legal & GeneralPassive · 0.0% of their software6,252 shares$1.0M—
• Nomura Asset Management COGeneralist · 0.4% of their software5,517 shares$891K—
• Victory Capital ManagementGeneralist · 0.1% of their software4,906 shares$792K—
• Bank of Nova ScotiaGeneralist · 0.5% of their software4,260 shares$688K—
• HSBCGeneralist · 0.1% of their software4,245 shares$685K—
• Sei Investments COGeneralist · 0.1% of their software4,043 shares$653K—
• MarinerGeneralist · 2.2% of their software2,317 shares$374K—
• Conestoga Capital AdvisorsGeneralist · 0.2% of their software2,186 shares$353K—
• Creative PlanningGeneralist · 0.4% of their software1,660 shares$268K—
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.1% of their software1,054 shares$170K—
• Fuller & Thaler Asset ManagementGeneralist · 0.1% of their software940 shares$152K—
• California Public Employees Retirement SystemGeneralist · 0.2% of their software144,632 shares · Implied price is far from the quarter-end close$90K—
• 1832 Asset ManagementGeneralist · 0.0% of their software281 shares$46K—
• Brown Brothers Harriman & COGeneralist · 0.0% of their software143 shares$23K—
• First Manhattan CO.Generalist · 0.0% of their software78 shares$12K—