MORN · Application · 617700109
Morningstar
Q4 2017 · compared with Q3 2017
- Tracked value
- $828M
- Tracked filers
- 63
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 · 5.0% of their software1,504,371 shares$146MFlat
- JPMorgan ChaseGeneralist · 0.5% of their software885,853 shares$85.9M−$10.7M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 13.4% of their software881,216 shares$85.5M+$14.3M
- BlackRockPassive · 0.1% of their software764,427 shares$74.1MFlat
- Renaissance TechnologiesGeneralist · 1.2% of their software557,900 shares$54.1M−$926K
- DimensionalPassive · 0.8% of their software371,002 shares$36.0M+$1.6M
- Bank of AmericaGeneralist · 0.2% of their software323,921 shares$31.4M−$13.8M
- Bank of New York MellonPassive · 0.1% of their software320,789 shares$31.1M−$1.1M
- State StreetPassive · 0.1% of their software298,173 shares$28.9M+$573K
- GeodePassive · 0.2% of their software255,809 shares$24.8MFlat
- Northern TrustPassive · 0.1% of their software217,086 shares$21.1MFlat
- New York State Common Retirement FundGeneralist · 0.4% of their software209,347 shares$20.3M+$2.8M
- Blair William & Co/ilGeneralist · 1.3% of their software209,173 shares$20.3M−$1.0M
- American Capital ManagementGeneralist · 5.9% of their software208,560 shares$20.2MFlat
- Millennium ManagementGeneralist · 0.8% of their software167,453 shares$16.2M+$6.5M
- Wells FargoGeneralist · 0.1% of their software164,740 shares$16.0MFlat
- Lazard Asset ManagementGeneralist · 1.0% of their software145,868 shares$14.1MFlat
- Russell Investments GroupGeneralist · 0.4% of their software132,964 shares$12.9MFlat
- Charles Schwab Investment ManagementPassive · 0.2% of their software121,275 shares$11.8M+$623K
- FidelityGeneralist · 0.0% of their software113,460 shares$11.0MNew · +$9.6M
- Sei Investments COGeneralist · 0.5% of their software66,104 shares$6.4MFlat
- Morgan StanleyGeneralist · 0.0% of their software58,512 shares$5.7MFlat
- California Public Employees Retirement SystemGeneralist · 0.1% of their software48,968 shares$4.7MFlat
- Rhumbline AdvisersGeneralist · 0.2% of their software42,220 shares$4.1MFlat
- Fisher Asset ManagementGeneralist · 0.1% of their software37,922 shares$3.7MFlat
- Citadel AdvisorsGeneralist · 0.1% of their software35,984 shares$3.5MFlat
- Swiss National BankGeneralist · 0.1% of their software32,700 shares$3.2MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.2% of their software32,261 shares$3.1MFlat
- California State Teachers Retirement SystemGeneralist · 0.1% of their software30,155 shares$2.9MFlat
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.1% of their software28,411 shares$2.8M−$6.2M
- Goldman SachsGeneralist · 0.0% of their software28,245 shares$2.7MFlat
- Bank of MontrealGeneralist · 0.1% of their software27,735 shares$2.7MFlat
- UBS GroupGeneralist · 0.0% of their software21,661 shares$2.1M−$4.1M
- US Bancorp deGeneralist · 0.2% of their software19,274 shares$1.9MFlat
- UBS Asset ManagementGeneralist · 0.0% of their software19,246 shares · Not in the total$1.9MFlat
- First Trust AdvisorsGeneralist · 0.1% of their software17,660 shares$1.7M−$1.5M
- Aqr Capital ManagementGeneralist · 0.0% of their software15,608 shares$1.5M−$1.4M
- InvescoPassive · 0.0% of their software15,111 shares$1.5MFlat
- Voya Investment ManagementGeneralist · 0.0% of their software14,948 shares$1.5MFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software12,928 shares$1.3MFlat
- AlliancebernsteinGeneralist · 0.0% of their software11,534 shares$1.1MFlat
- CitigroupGeneralist · 0.1% of their software10,119 shares$981KFlat
- Legal & GeneralPassive · 0.0% of their software9,745 shares$945KFlat
- AmeripriseGeneralist · 0.0% of their software9,617 shares$932KFlat
- D. E. ShawGeneralist · 0.0% of their software6,376 shares$618KFlat
- Deutsche BankGeneralist · 0.0% of their software5,955 shares$575KFlat
- Bank of Nova ScotiaGeneralist · 0.1% of their software5,760 shares$558KFlat
- Balyasny Asset ManagementGeneralist · 0.1% of their software5,089 shares$493KFlat
- Stifel FinancialGeneralist · 0.0% of their software4,925 shares$476KFlat
- Envestnet Asset ManagementGeneralist · 0.1% of their software4,022 shares$390KFlat
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software3,906 shares$379KFlat
- Tudor InvestmentGeneralist · 0.9% of their software3,386 shares$328KNew
- Principal Financial GroupGeneralist · 0.0% of their software3,133 shares$304KFlat
- HSBCGeneralist · 0.0% of their software2,719 shares$264KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software2,610 shares$253KFlat
- BarclaysGeneralist · 0.0% of their software2,571 shares$249KFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software2,268 shares$219KFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,519 shares$148KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software1,156 shares$112KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software1,120 shares$109KFlat
- First Manhattan CO.Generalist · 0.0% of their software951 shares$92KFlat
- Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software695 shares$67KFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software544 shares$53KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software238 shares$23KFlat