MORN · Application · 617700109
Morningstar
Q4 2016 · compared with Q3 2016
- Tracked value
- $560M
- Tracked filers
- 59
1 filing is from the same family as a larger report and is left out of the total.
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 2026100 filers · $156$3.0B+$253M
- Q1 2026104 filers · $169$2.9B−$4.9M
- Q4 2025105 filers · $217$3.7B+$138M
- Q3 2025105 filers · $232$3.8B−$633M
- Q2 2025106 filers · $314$5.7B+$128M
- Q1 2025106 filers · $300$5.3B−$111M
- Q4 2024100 filers · $337$6.1B+$158M
- Q3 202493 filers · $319$5.6B+$69.8M
- Q2 202495 filers · $296$5.1B+$135M
- Q1 202490 filers · $308$5.2B+$134M
- Q4 202389 filers · $286$4.6B−$56.7M
- Q3 202388 filers · $234$3.8B+$279M
- Q2 202385 filers · $196$2.9B+$74.8M
- Q1 202385 filers · $203$3.0B−$58.2M
- Q4 202289 filers · $217$3.2B+$508M
- Q3 202289 filers · $212$2.6B−$132M
- Q2 202284 filers · $242$3.1B+$166M
- Q1 202288 filers · $273$3.4B+$419M
- Q4 202191 filers · $342$3.8B−$29.8M
- Q3 202184 filers · $259$2.9B−$7.5M
- Q2 202183 filers · $257$2.9B−$103M
- Q1 202183 filers · $225$2.6B−$126M
- Q4 202082 filers · $232$2.8B−$70.8M
- Q3 202082 filers · $161$2.0B−$4.9M
- Q2 202073 filers · $141$1.8B+$82.9M
- Q1 202071 filers · $116$1.4B−$7.6M
- Q4 201976 filers · $151$1.8B−$23.3M
- Q3 201976 filers · $146$1.8B+$62.3M
- Q2 201973 filers · $145$1.7B+$107M
- Q1 201973 filers · $126$1.4B+$23.4M
- Q4 201873 filers · $110$1.2B+$74.3M
- Q3 201872 filers · $126$1.3B+$112M
- Q2 201865 filers · $128$1.2B+$75.7M
- Q1 201861 filers · $96$813M−$2.9M
- Q4 201763 filers · $97$828M−$1.9M
- Q3 201761 filers · $85$728M+$21.0M
- Q2 201756 filers · $78$650M−$23.3M
- Q1 201760 filers · $79$676M+$71.8M
- Q4 201659 filers · $74$560M−$14.7M
- Q3 201662 filers · $79$610M+$25.2M
- Q2 201662 filers · $82$599M—
Who owns it
- BamcoGeneralist · 5.4% of their software1,556,884 shares$115MFlat
- JPMorgan ChaseGeneralist · 0.8% of their software1,279,725 shares$94.1M+$24.7M
- Renaissance TechnologiesGeneralist · 2.0% of their software626,100 shares$46.1M+$634K
- Lazard Asset ManagementGeneralist · 3.2% of their software462,814 shares$34.0M+$1.9M
- Bank of New York MellonPassive · 0.1% of their software326,575 shares$24.0M+$2.9M
- Bank of AmericaGeneralist · 0.2% of their software299,138 shares$22.0M−$1.9M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 6.2% of their software264,406 shares$19.5M+$4.6M
- GeodePassive · 0.2% of their software262,022 shares$19.3MFlat
- State StreetPassive · 0.0% of their software260,978 shares$19.2M+$722K
- DimensionalPassive · 0.5% of their software253,175 shares$18.6MFlat
- Blair William & Co/ilGeneralist · 1.6% of their software235,442 shares$17.3M−$1.2M
- Northern TrustPassive · 0.1% of their software210,964 shares$15.5M−$4.4M
- American Capital ManagementGeneralist · 5.8% of their software204,371 shares$15.0MFlat
- Wells FargoGeneralist · 0.1% of their software178,223 shares$13.1M+$7.2M
- New York State Common Retirement FundGeneralist · 0.2% of their software123,410 shares$9.1MFlat
- Russell Investments GroupGeneralist · 0.4% of their software108,180 shares$7.9M—
- Morgan StanleyGeneralist · 0.1% of their software99,605 shares$7.3M−$934K
- Aqr Capital ManagementGeneralist · 0.3% of their software94,410 shares$6.9M+$1.9M
- Charles Schwab Investment ManagementPassive · 0.2% of their software82,465 shares$6.1MFlat
- Citadel AdvisorsGeneralist · 0.3% of their software61,275 shares$4.5M+$1.0M
- Bank of MontrealGeneralist · 0.2% of their software58,270 shares$4.2MFlat
- Goldman SachsGeneralist · 0.1% of their software55,125 shares$4.1M−$1.4M
- UBS Asset ManagementGeneralist · 0.1% of their software51,795 shares · Not in the total$3.8M−$4.2M
- California Public Employees Retirement SystemGeneralist · 0.1% of their software50,400 shares$3.7M−$552K
- D. E. ShawGeneralist · 0.2% of their software46,151 shares$3.4MFlat
- California State Teachers Retirement SystemGeneralist · 0.1% of their software37,194 shares$2.7MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.2% of their software35,121 shares$2.6MFlat
- Swiss National BankGeneralist · 0.1% of their software31,600 shares$2.3MFlat
- Millennium ManagementGeneralist · 0.2% of their software30,735 shares$2.3M−$2.5M
- Voya Investment ManagementGeneralist · 0.1% of their software30,571 shares$2.2M+$1.8M
- First Trust AdvisorsGeneralist · 0.1% of their software23,893 shares$1.8MFlat
- Rhumbline AdvisersGeneralist · 0.1% of their software23,830 shares$1.8MFlat
- CitigroupGeneralist · 0.2% of their software23,667 shares$1.7M−$1.9M
- Sei Investments COGeneralist · 0.2% of their software18,989 shares$1.4MFlat
- UBS GroupGeneralist · 0.0% of their software18,951 shares$1.4MFlat
- InvescoPassive · 0.0% of their software14,463 shares$1.1MFlat
- US Bancorp deGeneralist · 0.1% of their software14,008 shares$1.0MFlat
- BlackRockPassive · 0.0% of their software13,000 shares$956KFlat
- Prudential FinancialGeneralist · 0.0% of their software12,043 shares$886KFlat
- AlliancebernsteinGeneralist · 0.0% of their software11,114 shares$818K−$7.7M
- State of Wisconsin Investment BoardGeneralist · 0.1% of their software9,940 shares$731KFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software8,320 shares$612KFlat
- Two Sigma InvestmentsGeneralist · 0.1% of their software8,185 shares$602K−$1.3M
- Jacobs Levy Equity ManagementGeneralist · 0.3% of their software8,070 shares$594K−$1.1M
- Bank of Nova ScotiaGeneralist · 0.2% of their software5,760 shares$424KFlat
- BarclaysGeneralist · 0.0% of their software5,767 shares$424KFlat
- Deutsche BankGeneralist · 0.0% of their software5,385 shares$395K−$2.6M
- Stifel FinancialGeneralist · 0.0% of their software3,737 shares$275KNew
- Legal & GeneralPassive · 0.0% of their software3,605 shares$265KFlat
- Principal Financial GroupGeneralist · 0.0% of their software3,597 shares$265KFlat
- Envestnet Asset ManagementGeneralist · 0.1% of their software3,554 shares$262KFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software2,046 shares$151KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,839 shares$134KFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software1,801 shares$132KFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,308 shares$97KFlat
- First Manhattan CO.Generalist · 0.0% of their software1,269 shares$93KFlat
- Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software695 shares$51KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software563 shares$41KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software238 shares$18KFlat
- Creative PlanningGeneralist · 0.0% of their software105 shares$8KFlat