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 software2,066,778 shares$302MFlat
• Kayne Anderson Rudnick Investment ManagementGeneralist · 12.6% of their software1,745,173 shares$255MFlat
• BamcoGeneralist · 4.4% of their software1,455,705 shares$213MFlat
• BlackRockPassive · 0.1% of their software909,283 shares$133M+$3.4M
• JPMorgan ChaseGeneralist · 0.4% of their software687,598 shares$100MFlat
• Renaissance TechnologiesGeneralist · 1.5% of their software665,870 shares$97.3M+$3.2M
• InvescoPassive · 0.2% of their software383,756 shares$56.1M+$45.2M
• DimensionalPassive · 0.6% of their software316,154 shares$46.2MFlat
• GeodePassive · 0.1% of their software309,968 shares$45.3M+$3.2M
• Wells FargoGeneralist · 0.2% of their software301,307 shares$44.0MFlat
• New York State Common Retirement FundGeneralist · 0.6% of their software293,438 shares$42.9M+$3.0M
• State StreetPassive · 0.0% of their software270,381 shares$39.5MFlat
• Bank of New York MellonPassive · 0.1% of their software208,051 shares$30.4M−$1.7M
• Artisan Partners Limited PartnershipGeneralist · 0.6% of their software204,220 shares$29.8M+$11.5M
• American Capital ManagementGeneralist · 4.3% of their software197,870 shares$28.9MFlat
• Bank of AmericaGeneralist · 0.1% of their software182,081 shares$26.6M−$5.7M
• Northern TrustPassive · 0.1% of their software173,783 shares$25.4M−$2.4M
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.6% of their software172,542 shares$25.2M−$4.9M
• Goldman SachsGeneralist · 0.1% of their software153,403 shares$22.4M+$1.3M
• Loomis Sayles & CO L PGeneralist · 0.3% of their software120,991 shares$17.7M+$3.5M
• Charles Schwab Investment ManagementPassive · 0.2% of their software120,503 shares$17.6M−$8.9M
• Aqr Capital ManagementGeneralist · 0.3% of their software107,796 shares$15.8M+$1.1M
• Lazard Asset ManagementGeneralist · 0.5% of their software102,295 shares$14.9MFlat
• First Trust AdvisorsGeneralist · 0.2% of their software96,815 shares$14.1M+$4.8M
• Victory Capital ManagementGeneralist · 0.2% of their software76,860 shares$11.2M+$10.5M
• Deutsche BankGeneralist · 0.1% of their software73,029 shares$10.7M+$7.3M
• Morgan StanleyGeneralist · 0.0% of their software61,645 shares$9.0M+$4.0M
• Russell Investments GroupGeneralist · 0.2% of their software50,387 shares$7.4M−$2.8M
• Bnp Paribas Asset Management HoldingGeneralist · 0.7% of their software48,205 shares$7.0MFlat
• California Public Employees Retirement SystemGeneralist · 0.1% of their software47,670 shares$7.0M+$1.2M
• Fisher Asset ManagementGeneralist · 0.1% of their software44,448 shares$6.5M+$856K
• Sei Investments COGeneralist · 0.1% of their software40,372 shares$5.9M+$516K
• Swiss National BankGeneralist · 0.1% of their software36,000 shares$5.3MFlat
• HSBCGeneralist · 0.2% of their software32,748 shares$4.8M+$970K
• California State Teachers Retirement SystemGeneralist · 0.1% of their software31,230 shares$4.5MFlat
• Blair William & Co/ilGeneralist · 0.2% of their software30,683 shares$4.5M−$1.2M
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software29,150 shares$4.3MFlat
• Citadel AdvisorsGeneralist · 0.1% of their software27,921 shares$4.1M+$1.2M
• UBS Asset ManagementGeneralist · 0.0% of their software25,062 shares · Not in the total$3.7MFlat
• Bank of MontrealGeneralist · 0.1% of their software23,630 shares$3.5MFlat
• Rhumbline AdvisersGeneralist · 0.1% of their software18,557 shares$2.7MFlat
• Envestnet Asset ManagementGeneralist · 0.2% of their software18,018 shares$2.6MFlat
• American Century CompaniesGeneralist · 0.0% of their software17,377 shares$2.5MNew · +$2.5M
• US Bancorp deGeneralist · 0.2% of their software16,796 shares$2.5MFlat
• Franklin ResourcesGeneralist · 0.0% of their software16,508 shares$2.4M+$1.1M
• Millennium ManagementGeneralist · 0.1% of their software16,013 shares$2.3M—
• Legal & GeneralPassive · 0.0% of their software14,958 shares$2.2MFlat
• AmeripriseGeneralist · 0.0% of their software14,788 shares$2.2MFlat
• Stifel FinancialGeneralist · 0.1% of their software14,635 shares$2.1MFlat
• BarclaysGeneralist · 0.0% of their software14,286 shares$2.1M+$563K
• UBS GroupGeneralist · 0.0% of their software12,473 shares$1.8MFlat
• Voya Investment ManagementGeneralist · 0.0% of their software11,546 shares$1.7MFlat
• AlliancebernsteinGeneralist · 0.0% of their software10,499 shares$1.5MFlat
• Robeco Institutional Asset Management B.v.Generalist · 0.1% of their software9,995 shares$1.5MFlat
• Neuberger Berman GroupGeneralist · 0.0% of their software9,314 shares$1.4MFlat
• D. E. ShawGeneralist · 0.0% of their software8,597 shares$1.3MFlat
• Man GroupGeneralist · 0.1% of their software6,684 shares$977K−$1.9M
• Royal Bank of CanadaGeneralist · 0.0% of their software5,854 shares$856KFlat
• CitigroupGeneralist · 0.0% of their software5,748 shares$839KFlat
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software3,635 shares$531K−$2.4M
• Susquehanna International GroupGeneralist · 0.0% of their software3,385 shares$495KNew
• Quantinno Capital ManagementGeneralist · 5.4% of their software3,365 shares$492KFlat
• Jane Street GroupGeneralist · 0.1% of their software3,176 shares$464KNew
• Squarepoint OpsGeneralist · 0.1% of their software2,806 shares$410KFlat
• State of Wisconsin Investment BoardGeneralist · 0.0% of their software2,780 shares$406KFlat
• ProShare AdvisorsGeneralist · 0.0% of their software2,403 shares$351KFlat
• Allianz Asset Management GmbHGeneralist · 0.0% of their software2,392 shares$350KFlat
• Principal Financial GroupGeneralist · 0.0% of their software2,265 shares$331KFlat
• Creative PlanningGeneralist · 0.1% of their software1,792 shares$262KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,246 shares$183KFlat
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software1,123 shares$164KFlat
• First Manhattan CO.Generalist · 0.0% of their software951 shares$138KFlat
• Marshall WaceGeneralist · 0.0% of their software628 shares$92K−$10.7M
• Fifth Third BancorpGeneralist · 0.0% of their software400 shares$58KFlat
• Point72 Asset ManagementGeneralist · 0.0% of their software400 shares$58KNew
• Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software195 shares$28KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software107 shares$16KFlat