MORN · Application · 617700109
Morningstar
Q1 2018 · compared with Q4 2017
- Tracked value
- $813M
- 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 · 4.1% of their software1,475,522 shares$141M−$2.8M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 13.5% of their software964,574 shares$92.1M+$8.1M
- JPMorgan ChaseGeneralist · 0.4% of their software851,087 shares$81.3M−$3.4M
- BlackRockPassive · 0.1% of their software762,389 shares$72.8MFlat
- Renaissance TechnologiesGeneralist · 1.0% of their software545,900 shares$52.1M−$1.2M
- DimensionalPassive · 0.7% of their software394,658 shares$37.7M+$2.3M
- Bank of AmericaGeneralist · 0.2% of their software318,299 shares$30.4M−$545K
- Bank of New York MellonPassive · 0.1% of their software317,390 shares$30.3MFlat
- State StreetPassive · 0.0% of their software291,857 shares$27.9M−$612K
- GeodePassive · 0.1% of their software261,290 shares$25.0M+$531K
- Northern TrustPassive · 0.1% of their software227,049 shares$21.7M+$966K
- New York State Common Retirement FundGeneralist · 0.4% of their software214,247 shares$20.5MFlat
- American Capital ManagementGeneralist · 5.2% of their software212,330 shares$20.3MFlat
- Wells FargoGeneralist · 0.1% of their software203,107 shares$19.4M+$3.7M
- FidelityGeneralist · 0.0% of their software134,301 shares$12.8M+$2.0M
- Millennium ManagementGeneralist · 0.6% of their software129,829 shares$12.4M−$3.6M
- Charles Schwab Investment ManagementPassive · 0.2% of their software129,154 shares$12.3M+$764K
- Russell Investments GroupGeneralist · 0.4% of their software123,948 shares$11.8M−$874K
- Lazard Asset ManagementGeneralist · 0.5% of their software85,257 shares$8.1M−$5.9M
- Blair William & Co/ilGeneralist · 0.4% of their software81,682 shares$7.8M−$12.4M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.2% of their software80,254 shares$7.7M+$5.0M
- Sei Investments COGeneralist · 0.6% of their software79,735 shares$7.6M+$1.3M
- Fisher Asset ManagementGeneralist · 0.2% of their software71,494 shares$6.8M+$3.3M
- Morgan StanleyGeneralist · 0.0% of their software67,438 shares$6.4M+$866K
- California Public Employees Retirement SystemGeneralist · 0.1% of their software48,838 shares$4.7MFlat
- Rhumbline AdvisersGeneralist · 0.1% of their software40,794 shares$3.9MFlat
- First Trust AdvisorsGeneralist · 0.1% of their software36,186 shares$3.5M+$1.8M
- Swiss National BankGeneralist · 0.1% of their software33,400 shares$3.2MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software32,261 shares$3.1MFlat
- California State Teachers Retirement SystemGeneralist · 0.1% of their software29,140 shares$2.8MFlat
- Goldman SachsGeneralist · 0.0% of their software27,523 shares$2.6MFlat
- Citadel AdvisorsGeneralist · 0.1% of their software23,698 shares$2.3M−$1.2M
- Bank of MontrealGeneralist · 0.1% of their software23,157 shares$2.2MFlat
- UBS GroupGeneralist · 0.0% of their software20,852 shares$2.0MFlat
- US Bancorp deGeneralist · 0.2% of their software19,745 shares$1.9MFlat
- UBS Asset ManagementGeneralist · 0.0% of their software19,646 shares · Not in the total$1.9MFlat
- Voya Investment ManagementGeneralist · 0.0% of their software14,700 shares$1.4MFlat
- InvescoPassive · 0.0% of their software14,591 shares$1.4MFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software12,129 shares$1.2MFlat
- Aqr Capital ManagementGeneralist · 0.0% of their software11,836 shares$1.1MFlat
- AlliancebernsteinGeneralist · 0.0% of their software11,284 shares$1.1MFlat
- AmeripriseGeneralist · 0.0% of their software10,900 shares$1.0MFlat
- Legal & GeneralPassive · 0.0% of their software9,869 shares$943KFlat
- CitigroupGeneralist · 0.1% of their software9,066 shares$866KFlat
- Balyasny Asset ManagementGeneralist · 0.1% of their software8,789 shares$840KFlat
- Stifel FinancialGeneralist · 0.1% of their software6,808 shares$648KFlat
- D. E. ShawGeneralist · 0.0% of their software5,876 shares$561KFlat
- Deutsche BankGeneralist · 0.0% of their software5,700 shares$543KFlat
- Envestnet Asset ManagementGeneralist · 0.2% of their software4,057 shares$398KFlat
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software3,800 shares$363KFlat
- Principal Financial GroupGeneralist · 0.0% of their software3,697 shares$353KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software2,651 shares$253KFlat
- HSBCGeneralist · 0.0% of their software2,511 shares$240KFlat
- Tudor InvestmentGeneralist · 0.4% of their software2,376 shares$227KFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software2,361 shares$225KFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software2,176 shares$208KFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,540 shares$148KFlat
- Fuller & Thaler Asset ManagementGeneralist · 0.1% of their software1,295 shares$124KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software1,156 shares$110KFlat
- BarclaysGeneralist · 0.0% of their software1,016 shares$97KFlat
- First Manhattan CO.Generalist · 0.0% of their software951 shares$90KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software291 shares$28KFlat