MORN · Application · 617700109
Morningstar
Q2 2018 · compared with Q1 2018
- Tracked value
- $1.2B
- Tracked filers
- 65
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 software1,460,404 shares$187M−$1.4M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 17.7% of their software1,298,048 shares$166M+$31.9M
- BlackRockPassive · 0.1% of their software783,368 shares$100M+$2.0M
- FidelityGeneralist · 0.1% of their software747,835 shares$95.9M+$58.6M
- JPMorgan ChaseGeneralist · 0.4% of their software647,787 shares$83.1M−$19.4M
- Renaissance TechnologiesGeneralist · 1.0% of their software545,900 shares$52.1MFlat
- DimensionalPassive · 0.9% of their software392,280 shares$50.3MFlat
- GeodePassive · 0.2% of their software281,386 shares$36.1M+$1.9M
- State StreetPassive · 0.1% of their software277,101 shares$35.5M−$1.4M
- New York State Common Retirement FundGeneralist · 0.6% of their software275,541 shares$35.3M+$5.9M
- Bank of AmericaGeneralist · 0.2% of their software266,544 shares$34.2M−$4.9M
- Wells FargoGeneralist · 0.2% of their software256,225 shares$32.9M+$5.1M
- Northern TrustPassive · 0.1% of their software230,848 shares$29.6MFlat
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.5% of their software230,768 shares$29.6M+$14.4M
- American Capital ManagementGeneralist · 6.4% of their software214,670 shares$27.5MFlat
- Bank of New York MellonPassive · 0.1% of their software167,171 shares$21.4M−$14.3M
- Charles Schwab Investment ManagementPassive · 0.2% of their software134,949 shares$17.3M+$554K
- Russell Investments GroupGeneralist · 0.5% of their software100,954 shares$12.9M−$2.2M
- Goldman SachsGeneralist · 0.1% of their software87,058 shares$11.2M+$5.7M
- Sei Investments COGeneralist · 0.7% of their software85,866 shares$11.0M+$586K
- Millennium ManagementGeneralist · 0.4% of their software74,817 shares$9.6M−$5.3M
- Lazard Asset ManagementGeneralist · 0.5% of their software72,878 shares$9.3M−$1.2M
- Rhumbline AdvisersGeneralist · 0.2% of their software53,563 shares$6.9M+$1.2M
- Blair William & Co/ilGeneralist · 0.3% of their software48,162 shares$6.2M−$3.2M
- California Public Employees Retirement SystemGeneralist · 0.1% of their software44,770 shares$5.7MFlat
- Loomis Sayles & CO L PGeneralist · 0.1% of their software43,586 shares$5.6MNew · +$4.2M
- Fisher Asset ManagementGeneralist · 0.1% of their software41,600 shares$5.3M−$2.9M
- Swiss National BankGeneralist · 0.1% of their software33,400 shares$4.3MFlat
- First Trust AdvisorsGeneralist · 0.1% of their software32,433 shares$4.2MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.2% of their software32,381 shares$4.2MFlat
- Morgan StanleyGeneralist · 0.0% of their software30,677 shares$3.9M−$3.5M
- California State Teachers Retirement SystemGeneralist · 0.1% of their software27,962 shares$3.6MFlat
- Brown AdvisoryGeneralist · 0.1% of their software26,583 shares$3.4MNew · +$2.5M
- UBS Asset ManagementGeneralist · 0.0% of their software23,360 shares · Not in the total$3.0MFlat
- Apg Asset ManagementGeneralist · 0.1% of their software26,200 shares$2.9MNew · +$2.5M
- Bank of MontrealGeneralist · 0.1% of their software21,722 shares$2.8MFlat
- US Bancorp deGeneralist · 0.2% of their software19,996 shares$2.6MFlat
- Aqr Capital ManagementGeneralist · 0.0% of their software17,270 shares$2.2M+$519K
- InvescoPassive · 0.0% of their software16,471 shares$2.1MFlat
- Voya Investment ManagementGeneralist · 0.0% of their software15,606 shares$2.0MFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software11,850 shares$1.5MFlat
- AmeripriseGeneralist · 0.0% of their software11,818 shares$1.5MFlat
- UBS GroupGeneralist · 0.0% of their software11,594 shares$1.5M−$884K
- AlliancebernsteinGeneralist · 0.0% of their software10,547 shares$1.4MFlat
- Legal & GeneralPassive · 0.0% of their software8,660 shares$1.1MFlat
- Squarepoint OpsGeneralist · 0.4% of their software8,650 shares$1.1MNew · +$826K
- CitigroupGeneralist · 0.1% of their software8,185 shares$1.1MFlat
- Stifel FinancialGeneralist · 0.1% of their software7,912 shares$1.0MFlat
- D. E. ShawGeneralist · 0.0% of their software7,476 shares$959KFlat
- Susquehanna International GroupGeneralist · 0.1% of their software6,902 shares$885KNew · +$659K
- Deutsche BankGeneralist · 0.0% of their software6,312 shares$807KFlat
- BarclaysGeneralist · 0.0% of their software4,868 shares$624KFlat
- Balyasny Asset ManagementGeneralist · 0.1% of their software4,189 shares$537KFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software4,053 shares$520KFlat
- Envestnet Asset ManagementGeneralist · 0.2% of their software4,043 shares$518KFlat
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software3,601 shares$462KFlat
- Principal Financial GroupGeneralist · 0.0% of their software2,944 shares$378KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software2,710 shares$347KFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software2,615 shares$335KFlat
- Creative PlanningGeneralist · 0.1% of their software1,694 shares$217KNew
- HSBCGeneralist · 0.0% of their software1,581 shares$203KFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,504 shares$192KFlat
- Fuller & Thaler Asset ManagementGeneralist · 0.1% of their software1,295 shares$166KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software984 shares$126KFlat
- First Manhattan CO.Generalist · 0.0% of their software951 shares$121KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software144 shares$18KFlat
