MORN · Application · 617700109
Morningstar
Q3 2017 · compared with Q2 2017
- Tracked value
- $728M
- Tracked filers
- 61
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 · 4.6% of their software1,504,371 shares$128MFlat
- JPMorgan ChaseGeneralist · 0.6% of their software1,011,762 shares$85.9M−$22.8M
- BlackRockPassive · 0.1% of their software769,151 shares$65.4M−$3.5M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 11.7% of their software712,933 shares$60.6M+$25.1M
- Renaissance TechnologiesGeneralist · 0.9% of their software568,800 shares$48.3M−$1.7M
- Bank of AmericaGeneralist · 0.2% of their software486,142 shares$41.3M+$11.7M
- DimensionalPassive · 0.7% of their software352,135 shares$29.9M+$2.9M
- Bank of New York MellonPassive · 0.1% of their software334,232 shares$28.4MFlat
- State StreetPassive · 0.1% of their software291,436 shares$24.8MFlat
- GeodePassive · 0.2% of their software254,174 shares$21.6MFlat
- Blair William & Co/ilGeneralist · 1.3% of their software221,024 shares$18.8M−$755K
- Northern TrustPassive · 0.1% of their software216,748 shares$18.4MFlat
- American Capital ManagementGeneralist · 5.9% of their software203,905 shares$17.3MFlat
- New York State Common Retirement FundGeneralist · 0.3% of their software176,029 shares$15.0M+$1.6M
- Wells FargoGeneralist · 0.1% of their software159,623 shares$13.6MFlat
- Lazard Asset ManagementGeneralist · 1.0% of their software140,270 shares$11.9M+$2.4M
- Russell Investments GroupGeneralist · 0.4% of their software127,784 shares$10.9M+$2.3M
- Charles Schwab Investment ManagementPassive · 0.2% of their software113,946 shares$9.7MFlat
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.3% of their software100,985 shares$8.6MFlat
- Millennium ManagementGeneralist · 0.4% of their software91,362 shares$7.8M+$2.3M
- UBS GroupGeneralist · 0.1% of their software69,590 shares$5.9MFlat
- Sei Investments COGeneralist · 0.4% of their software62,556 shares$5.3M+$1.0M
- Morgan StanleyGeneralist · 0.0% of their software53,844 shares$4.6M−$1.5M
- California Public Employees Retirement SystemGeneralist · 0.1% of their software49,571 shares$4.2MFlat
- Rhumbline AdvisersGeneralist · 0.2% of their software42,654 shares$3.6MFlat
- Fisher Asset ManagementGeneralist · 0.1% of their software37,900 shares$3.2MNew · +$3.0M
- State Board of Administration of Florida Retirement SystemGeneralist · 0.2% of their software35,121 shares$3.0MFlat
- First Trust AdvisorsGeneralist · 0.1% of their software35,004 shares$3.0MNew · +$2.7M
- Citadel AdvisorsGeneralist · 0.1% of their software33,694 shares$2.9M−$608K
- Swiss National BankGeneralist · 0.1% of their software32,700 shares$2.8MFlat
- Aqr Capital ManagementGeneralist · 0.1% of their software31,790 shares$2.7M−$1.8M
- Goldman SachsGeneralist · 0.0% of their software30,953 shares$2.6M−$1.5M
- California State Teachers Retirement SystemGeneralist · 0.1% of their software30,660 shares$2.6MFlat
- Bank of MontrealGeneralist · 0.1% of their software27,989 shares$2.4MFlat
- US Bancorp deGeneralist · 0.2% of their software18,296 shares$1.6MFlat
- Voya Investment ManagementGeneralist · 0.0% of their software15,235 shares$1.3M−$1.2M
- InvescoPassive · 0.0% of their software14,463 shares$1.2MFlat
- UBS Asset ManagementGeneralist · 0.0% of their software14,277 shares · Not in the total$1.2MFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software13,362 shares$1.1MFlat
- AlliancebernsteinGeneralist · 0.0% of their software11,584 shares$985KFlat
- CitigroupGeneralist · 0.1% of their software10,500 shares$892KFlat
- AmeripriseGeneralist · 0.0% of their software8,530 shares$725KFlat
- Legal & GeneralPassive · 0.0% of their software7,644 shares$649KFlat
- D. E. ShawGeneralist · 0.0% of their software7,276 shares$618KFlat
- Bank of Nova ScotiaGeneralist · 0.1% of their software5,760 shares$489KFlat
- BarclaysGeneralist · 0.0% of their software4,405 shares$374KFlat
- Envestnet Asset ManagementGeneralist · 0.1% of their software4,029 shares$341KFlat
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software3,854 shares$328KFlat
- Deutsche BankGeneralist · 0.0% of their software3,715 shares$314K−$768K
- Balyasny Asset ManagementGeneralist · 0.0% of their software3,289 shares$280KNew
- Stifel FinancialGeneralist · 0.0% of their software3,246 shares$280KNew
- Pnc Financial Services GroupGeneralist · 0.0% of their software2,621 shares$223KFlat
- Principal Financial GroupGeneralist · 0.0% of their software2,582 shares$219KNew
- HSBCGeneralist · 0.0% of their software2,366 shares$201KNew
- Royal Bank of CanadaGeneralist · 0.0% of their software2,178 shares$185KFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,529 shares$130KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software1,120 shares$95KFlat
- First Manhattan CO.Generalist · 0.0% of their software951 shares$80KFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software918 shares$78KFlat
- Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software695 shares$59KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software698 shares$59KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software238 shares$20KFlat