Morningstar

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

• Kayne Anderson Rudnick Investment ManagementGeneralist · 15.7% of their software1,752,520 shares$192MFlat
• BamcoGeneralist · 4.6% of their software1,457,321 shares$160MFlat
• FidelityGeneralist · 0.2% of their software1,228,505 shares$135M+$56.3M
• BlackRockPassive · 0.1% of their software809,540 shares$88.9M+$1.9M
• Renaissance TechnologiesGeneralist · 1.3% of their software691,570 shares$76.0M+$6.0M
• JPMorgan ChaseGeneralist · 0.3% of their software636,469 shares$69.9M+$6.2M
• New York State Common Retirement FundGeneralist · 0.8% of their software388,277 shares$42.6M−$12.0M
• DimensionalPassive · 0.7% of their software386,639 shares$42.5M−$1.1M
• Wells FargoGeneralist · 0.3% of their software378,367 shares$41.6M+$5.1M
• State StreetPassive · 0.0% of their software287,821 shares$31.6M−$797K
• GeodePassive · 0.1% of their software283,733 shares$31.2M−$2.0M
• Bank of AmericaGeneralist · 0.1% of their software247,627 shares$27.2M−$1.8M
• American Capital ManagementGeneralist · 4.7% of their software211,690 shares$23.3MFlat
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.7% of their software211,474 shares$23.2M−$4.6M
• Northern TrustPassive · 0.1% of their software165,549 shares$18.2MFlat
• Charles Schwab Investment ManagementPassive · 0.2% of their software134,536 shares$14.8M−$623K
• Goldman SachsGeneralist · 0.1% of their software128,773 shares$14.1M+$538K
• Bank of New York MellonPassive · 0.1% of their software102,542 shares$11.3MFlat
• Millennium ManagementGeneralist · 0.4% of their software101,398 shares$11.1M+$7.1M
• First Trust AdvisorsGeneralist · 0.2% of their software89,786 shares$9.9M+$2.4M
• Russell Investments GroupGeneralist · 0.4% of their software88,631 shares$9.7MFlat
• Lazard Asset ManagementGeneralist · 0.5% of their software81,917 shares$9.0M+$732K
• Apg Asset ManagementGeneralist · 0.3% of their software70,000 shares$6.7MFlat
• Loomis Sayles & CO L PGeneralist · 0.1% of their software54,013 shares$5.9M+$1.2M
• Aqr Capital ManagementGeneralist · 0.1% of their software51,551 shares$5.7M+$4.3M
• California Public Employees Retirement SystemGeneralist · 0.1% of their software46,593 shares$5.1MFlat
• Sei Investments COGeneralist · 0.3% of their software40,936 shares$4.7M+$838K
• Blair William & Co/ilGeneralist · 0.2% of their software39,473 shares$4.3M−$731K
• Victory Capital ManagementGeneralist · 0.2% of their software36,116 shares$4.0MFlat
• Swiss National BankGeneralist · 0.1% of their software33,900 shares$3.7MFlat
• Rhumbline AdvisersGeneralist · 0.1% of their software33,753 shares$3.7MFlat
• Morgan StanleyGeneralist · 0.0% of their software33,055 shares$3.6M−$890K
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software30,650 shares$3.4MFlat
• Deutsche BankGeneralist · 0.1% of their software30,578 shares$3.4MFlat
• Fisher Asset ManagementGeneralist · 0.1% of their software29,003 shares$3.2MFlat
• California State Teachers Retirement SystemGeneralist · 0.1% of their software28,597 shares$3.1MFlat
• Citadel AdvisorsGeneralist · 0.1% of their software23,173 shares$2.5MFlat
• Bnp Paribas Financial MarketsGeneralist · 0.2% of their software20,538 shares$2.3M+$2.1M
• InvescoPassive · 0.0% of their software19,245 shares$2.1MFlat
• UBS Asset ManagementGeneralist · 0.0% of their software19,226 shares · Not in the total$2.1M−$550K
• Brown AdvisoryGeneralist · 0.1% of their software19,103 shares$2.1M−$887K
• Bank of MontrealGeneralist · 0.1% of their software18,922 shares$2.1MFlat
• US Bancorp deGeneralist · 0.2% of their software18,483 shares$2.0MFlat
• Robeco Institutional Asset Management B.v.Generalist · 0.1% of their software17,422 shares$1.9MFlat
• AmeripriseGeneralist · 0.0% of their software15,909 shares$1.7MFlat
• Man GroupGeneralist · 0.1% of their software14,899 shares$1.6M+$1.0M
• Voya Investment ManagementGeneralist · 0.0% of their software14,744 shares$1.6MFlat
• BarclaysGeneralist · 0.0% of their software14,601 shares$1.6MFlat
• Stifel FinancialGeneralist · 0.1% of their software13,265 shares$1.5MFlat
• Envestnet Asset ManagementGeneralist · 0.1% of their software13,161 shares$1.4MNew · +$1.7M
• HSBCGeneralist · 0.1% of their software12,773 shares$1.4M+$1.4M
• AlliancebernsteinGeneralist · 0.0% of their software12,299 shares$1.4MFlat
• UBS GroupGeneralist · 0.0% of their software12,201 shares$1.3MFlat
• Neuberger Berman GroupGeneralist · 0.0% of their software11,468 shares$1.3MFlat
• Canada Pension Plan Investment BoardGeneralist · 0.1% of their software11,000 shares$1.2MNew · +$1.4M
• Legal & GeneralPassive · 0.0% of their software9,963 shares$1.1MFlat
• Marshall WaceGeneralist · 0.2% of their software8,767 shares$963KNew · +$1.1M
• Jane Street GroupGeneralist · 0.4% of their software7,884 shares$866KNew · +$993K
• D. E. ShawGeneralist · 0.0% of their software5,786 shares$636KFlat
• CitigroupGeneralist · 0.0% of their software4,323 shares$474KFlat
• State of Wisconsin Investment BoardGeneralist · 0.0% of their software3,482 shares$382KFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software3,349 shares$367KFlat
• Squarepoint OpsGeneralist · 0.1% of their software2,526 shares$277KFlat
• Franklin ResourcesGeneralist · 0.0% of their software2,448 shares$269KFlat
• ProShare AdvisorsGeneralist · 0.0% of their software2,280 shares$250KFlat
• Principal Financial GroupGeneralist · 0.0% of their software2,122 shares$233KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,976 shares$216KFlat
• Allianz Asset Management GmbHGeneralist · 0.0% of their software1,909 shares$210KNew
• Creative PlanningGeneralist · 0.1% of their software1,885 shares$207KFlat
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software1,376 shares$151KFlat
• First Manhattan CO.Generalist · 0.0% of their software951 shares$104KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software636 shares$70KFlat
• Fred Alger ManagementGeneralist · 0.0% of their software205 shares$23KFlat
• Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software195 shares$21KFlat