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

• FidelityGeneralist · 0.3% of their software2,075,165 shares$300M+$65.6M
• Kayne Anderson Rudnick Investment ManagementGeneralist · 12.3% of their software1,739,329 shares$252M+$12.2M
• BamcoGeneralist · 4.1% of their software1,457,280 shares$211MFlat
• BlackRockPassive · 0.1% of their software885,567 shares$128M+$8.7M
• JPMorgan ChaseGeneralist · 0.3% of their software681,154 shares$97.6M+$1.4M
• Renaissance TechnologiesGeneralist · 1.3% of their software643,770 shares$93.1M−$6.6M
• DimensionalPassive · 0.6% of their software315,593 shares$45.6M−$2.8M
• Wells FargoGeneralist · 0.2% of their software299,105 shares$43.3MFlat
• GeodePassive · 0.1% of their software287,905 shares$41.6M+$831K
• State StreetPassive · 0.0% of their software273,601 shares$39.6MFlat
• New York State Common Retirement FundGeneralist · 0.6% of their software272,591 shares$39.4M−$4.3M
• Bank of AmericaGeneralist · 0.1% of their software221,485 shares$32.0M+$1.1M
• Bank of New York MellonPassive · 0.1% of their software219,592 shares$31.8M+$14.8M
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.6% of their software206,192 shares$29.8MFlat
• American Capital ManagementGeneralist · 4.3% of their software198,815 shares$28.8M−$1.8M
• Northern TrustPassive · 0.1% of their software190,243 shares$27.5M+$550K
• Charles Schwab Investment ManagementPassive · 0.2% of their software182,114 shares$26.3M+$1.7M
• Goldman SachsGeneralist · 0.1% of their software144,628 shares$20.9M+$1.5M
• Artisan Partners Limited PartnershipGeneralist · 0.4% of their software124,517 shares$18.0M+$11.6M
• Lazard Asset ManagementGeneralist · 0.5% of their software103,169 shares$14.9M+$1.2M
• Aqr Capital ManagementGeneralist · 0.2% of their software99,959 shares$14.5M+$3.2M
• Loomis Sayles & CO L PGeneralist · 0.2% of their software96,512 shares$14.0M+$3.8M
• Marshall WaceGeneralist · 1.8% of their software74,719 shares$10.8M+$3.7M
• InvescoPassive · 0.0% of their software71,536 shares$10.3M+$6.7M
• Russell Investments GroupGeneralist · 0.3% of their software70,019 shares$10.1M−$1.1M
• First Trust AdvisorsGeneralist · 0.2% of their software63,769 shares$9.2M−$1.7M
• Apg Asset ManagementGeneralist · 0.2% of their software59,800 shares$7.6M−$5.6M
• Bnp Paribas Asset Management HoldingGeneralist · 0.8% of their software47,476 shares$6.9MFlat
• California Public Employees Retirement SystemGeneralist · 0.1% of their software39,106 shares$5.7M−$801K
• Blair William & Co/ilGeneralist · 0.2% of their software38,665 shares$5.6MFlat
• Fisher Asset ManagementGeneralist · 0.1% of their software38,530 shares$5.6M+$1.2M
• Sei Investments COGeneralist · 0.2% of their software36,806 shares$5.3MFlat
• Swiss National BankGeneralist · 0.1% of their software35,700 shares$5.2MFlat
• Morgan StanleyGeneralist · 0.0% of their software34,281 shares$5.0MFlat
• California State Teachers Retirement SystemGeneralist · 0.1% of their software31,230 shares$4.5MFlat
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software29,150 shares$4.2MFlat
• HSBCGeneralist · 0.2% of their software26,044 shares$3.8MFlat
• UBS Asset ManagementGeneralist · 0.0% of their software22,713 shares · Not in the total$3.3MFlat
• Deutsche BankGeneralist · 0.0% of their software22,567 shares$3.3MFlat
• Bank of MontrealGeneralist · 0.1% of their software20,619 shares$3.0MFlat
• Man GroupGeneralist · 0.1% of their software20,088 shares$2.9MFlat
• Bnp Paribas Financial MarketsGeneralist · 0.2% of their software20,089 shares$2.9M−$677K
• Citadel AdvisorsGeneralist · 0.1% of their software19,614 shares$2.8M−$1.3M
• Rhumbline AdvisersGeneralist · 0.1% of their software18,854 shares$2.7M−$1.9M
• US Bancorp deGeneralist · 0.2% of their software17,488 shares$2.5MFlat
• Envestnet Asset ManagementGeneralist · 0.2% of their software16,268 shares$2.4MFlat
• Stifel FinancialGeneralist · 0.1% of their software14,200 shares$2.0MFlat
• AmeripriseGeneralist · 0.0% of their software13,702 shares$2.0MFlat
• UBS GroupGeneralist · 0.0% of their software13,711 shares$2.0MFlat
• Legal & GeneralPassive · 0.0% of their software12,564 shares$1.8MFlat
• Voya Investment ManagementGeneralist · 0.0% of their software11,368 shares$1.6MFlat
• AlliancebernsteinGeneralist · 0.0% of their software10,499 shares$1.5MFlat
• BarclaysGeneralist · 0.0% of their software10,397 shares$1.5M−$1.8M
• Robeco Institutional Asset Management B.v.Generalist · 0.1% of their software9,995 shares$1.4M−$707K
• Neuberger Berman GroupGeneralist · 0.0% of their software9,662 shares$1.4MFlat
• Franklin ResourcesGeneralist · 0.0% of their software9,054 shares$1.3M+$545K
• D. E. ShawGeneralist · 0.0% of their software5,691 shares$823KFlat
• Squarepoint OpsGeneralist · 0.1% of their software5,106 shares$739KFlat
• CitigroupGeneralist · 0.0% of their software4,954 shares$717KFlat
• Victory Capital ManagementGeneralist · 0.0% of their software4,136 shares$598KFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software3,886 shares$563KFlat
• Quantinno Capital ManagementGeneralist · 4.0% of their software3,604 shares$521KNew
• State of Wisconsin Investment BoardGeneralist · 0.0% of their software2,802 shares$405KFlat
• Principal Financial GroupGeneralist · 0.0% of their software2,510 shares$363KFlat
• Allianz Asset Management GmbHGeneralist · 0.0% of their software2,308 shares$334KFlat
• ProShare AdvisorsGeneralist · 0.0% of their software2,290 shares$331KFlat
• Creative PlanningGeneralist · 0.1% of their software1,747 shares$253KFlat
• Millennium ManagementGeneralist · 0.0% of their software16,848 shares · Implied price is far from the quarter-end close$204K—
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,246 shares$180KFlat
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software1,123 shares$162KFlat
• First Manhattan CO.Generalist · 0.0% of their software951 shares$137KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software400 shares$58KFlat
• Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software195 shares$28KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software107 shares$15KFlat