MORN · Application · 617700109
Morningstar
Q1 2017 · compared with Q4 2016
- Tracked value
- $676M
- Tracked filers
- 60
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 · 5.1% of their software1,534,231 shares$121M−$1.7M
- JPMorgan ChaseGeneralist · 0.8% of their software1,399,708 shares$110M+$8.8M
- BlackRockPassive · 0.1% of their software710,844 shares$55.9M+$51.3M
- Renaissance TechnologiesGeneralist · 1.5% of their software586,200 shares$46.1M−$2.9M
- Lazard Asset ManagementGeneralist · 3.1% of their software451,798 shares$35.5M−$810K
- Bank of AmericaGeneralist · 0.2% of their software342,332 shares$26.9M+$3.2M
- Bank of New York MellonPassive · 0.1% of their software337,562 shares$26.5M+$808K
- Kayne Anderson Rudnick Investment ManagementGeneralist · 7.0% of their software324,607 shares$25.5M+$4.4M
- State StreetPassive · 0.0% of their software267,319 shares$21.0MFlat
- DimensionalPassive · 0.5% of their software264,474 shares$20.8M+$831K
- GeodePassive · 0.2% of their software253,526 shares$19.9M−$625K
- Blair William & Co/ilGeneralist · 1.5% of their software233,816 shares$18.7MFlat
- Northern TrustPassive · 0.1% of their software218,745 shares$17.2M+$572K
- American Capital ManagementGeneralist · 5.9% of their software206,971 shares$16.3MFlat
- Wells FargoGeneralist · 0.1% of their software170,733 shares$13.4M−$551K
- New York State Common Retirement FundGeneralist · 0.3% of their software143,870 shares$11.3M+$1.5M
- Russell Investments GroupGeneralist · 0.4% of their software138,685 shares$10.9M+$2.2M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.5% of their software119,951 shares$9.4MNew · +$8.8M
- Charles Schwab Investment ManagementPassive · 0.2% of their software94,911 shares$7.5M+$916K
- Aqr Capital ManagementGeneralist · 0.3% of their software94,384 shares$7.4MFlat
- Morgan StanleyGeneralist · 0.0% of their software63,337 shares$5.0M−$2.7M
- Bank of MontrealGeneralist · 0.2% of their software55,872 shares$4.4MFlat
- Citadel AdvisorsGeneralist · 0.2% of their software52,823 shares$4.2M−$622K
- Goldman SachsGeneralist · 0.0% of their software46,948 shares$3.7M−$602K
- California Public Employees Retirement SystemGeneralist · 0.1% of their software46,300 shares$3.6MFlat
- Millennium ManagementGeneralist · 0.3% of their software44,096 shares$3.5M+$983K
- California State Teachers Retirement SystemGeneralist · 0.1% of their software35,494 shares$2.8MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.2% of their software35,121 shares$2.8MFlat
- Sei Investments COGeneralist · 0.3% of their software33,024 shares$2.6M+$1.0M
- Rhumbline AdvisersGeneralist · 0.1% of their software31,941 shares$2.5M+$597K
- Swiss National BankGeneralist · 0.1% of their software31,600 shares$2.5MFlat
- Voya Investment ManagementGeneralist · 0.1% of their software30,235 shares$2.4MFlat
- First Trust AdvisorsGeneralist · 0.1% of their software29,280 shares$2.3MFlat
- D. E. ShawGeneralist · 0.1% of their software28,298 shares$2.2M−$1.3M
- InvescoPassive · 0.0% of their software18,170 shares$1.4MFlat
- US Bancorp deGeneralist · 0.1% of their software15,108 shares$1.2MFlat
- UBS GroupGeneralist · 0.0% of their software12,100 shares$951K−$504K
- AlliancebernsteinGeneralist · 0.0% of their software11,064 shares$870KFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software9,931 shares$781KFlat
- UBS Asset ManagementGeneralist · 0.0% of their software9,196 shares · Not in the total$723K−$3.1M
- CitigroupGeneralist · 0.1% of their software7,968 shares$626K−$1.2M
- Deutsche BankGeneralist · 0.0% of their software7,846 shares$616KFlat
- Legal & GeneralPassive · 0.0% of their software7,517 shares$591KFlat
- Bank of Nova ScotiaGeneralist · 0.1% of their software5,760 shares$453KFlat
- AmeripriseGeneralist · 0.0% of their software4,574 shares$360KNew
- BarclaysGeneralist · 0.0% of their software4,449 shares$350KFlat
- Envestnet Asset ManagementGeneralist · 0.1% of their software3,779 shares$297KFlat
- Stifel FinancialGeneralist · 0.0% of their software3,696 shares$293KFlat
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software3,614 shares$284KFlat
- Principal Financial GroupGeneralist · 0.0% of their software3,319 shares$261KFlat
- Prudential FinancialGeneralist · 0.0% of their software3,003 shares$236K−$665K
- Royal Bank of CanadaGeneralist · 0.0% of their software2,152 shares$170KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,826 shares$143KFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,412 shares$111KFlat
- First Manhattan CO.Generalist · 0.0% of their software1,269 shares$100KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software1,120 shares$88KNew
- Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software695 shares$55KFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software691 shares$54KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software563 shares$44KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software238 shares$19KFlat
- Creative PlanningGeneralist · 0.0% of their software185 shares$15KFlat