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 · 9.4% of their software1,781,969 shares$207M+$3.2M
• FidelityGeneralist · 0.2% of their software1,723,281 shares$200M−$30.4M
• BamcoGeneralist · 3.7% of their software1,364,284 shares$159M−$4.7M
• BlackRockPassive · 0.1% of their software888,702 shares$103M−$2.9M
• JPMorgan ChaseGeneralist · 0.4% of their software791,174 shares$92.0M+$11.7M
• Renaissance TechnologiesGeneralist · 1.3% of their software717,570 shares$83.4M+$5.2M
• InvescoPassive · 0.3% of their software355,236 shares$41.3M−$1.4M
• Lazard Asset ManagementGeneralist · 1.0% of their software320,240 shares$37.2M+$11.0M
• DimensionalPassive · 0.5% of their software314,904 shares$36.6MFlat
• Artisan Partners Limited PartnershipGeneralist · 0.6% of their software312,727 shares$36.4M+$6.0M
• GeodePassive · 0.1% of their software301,771 shares$35.1MFlat
• State StreetPassive · 0.0% of their software291,717 shares$33.9M+$3.4M
• Wells FargoGeneralist · 0.2% of their software242,049 shares$28.1M−$3.8M
• New York State Common Retirement FundGeneralist · 0.4% of their software225,192 shares$26.2M+$1.3M
• Bank of New York MellonPassive · 0.1% of their software222,885 shares$25.9M−$1.5M
• American Capital ManagementGeneralist · 3.7% of their software201,792 shares$23.5MFlat
• Northern TrustPassive · 0.1% of their software184,720 shares$21.5M+$1.6M
• Bank of AmericaGeneralist · 0.1% of their software172,718 shares$20.1MFlat
• Charles Schwab Investment ManagementPassive · 0.1% of their software124,473 shares$14.5M+$630K
• Loomis Sayles & CO L PGeneralist · 0.2% of their software111,186 shares$12.9MFlat
• Apg Asset ManagementGeneralist · 0.4% of their software104,400 shares$11.7MNew · +$15.8M
• Millennium ManagementGeneralist · 1.0% of their software92,655 shares$10.8MFlat
• Victory Capital ManagementGeneralist · 0.3% of their software92,547 shares$10.8MFlat
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.2% of their software83,867 shares$9.8M−$7.2M
• Goldman SachsGeneralist · 0.1% of their software78,444 shares$9.1M−$6.9M
• Aqr Capital ManagementGeneralist · 0.2% of their software70,283 shares$8.2M−$4.7M
• Principal Financial GroupGeneralist · 0.1% of their software64,355 shares$7.5M+$5.4M
• Bnp Paribas Asset Management HoldingGeneralist · 0.6% of their software58,147 shares$6.8MFlat
• California Public Employees Retirement SystemGeneralist · 0.1% of their software44,337 shares$5.2MFlat
• Morgan StanleyGeneralist · 0.0% of their software41,310 shares$4.8MFlat
• Sei Investments COGeneralist · 0.2% of their software39,546 shares$4.6M+$1.8M
• Swiss National BankGeneralist · 0.0% of their software37,400 shares$4.3MFlat
• Nordea Investment Management AbGeneralist · 0.1% of their software33,640 shares$3.9MNew · +$5.1M
• California State Teachers Retirement SystemGeneralist · 0.1% of their software33,318 shares$3.9MFlat
• Bank of MontrealGeneralist · 0.1% of their software31,662 shares$3.6MFlat
• UBS Asset ManagementGeneralist · 0.0% of their software30,279 shares · Not in the total$3.5M+$563K
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software29,150 shares$3.4MFlat
• Rhumbline AdvisersGeneralist · 0.1% of their software27,898 shares$3.2M+$1.3M
• Fisher Asset ManagementGeneralist · 0.0% of their software25,050 shares$2.9MFlat
• Blair William & Co/ilGeneralist · 0.1% of their software24,604 shares$2.9M−$920K
• First Trust AdvisorsGeneralist · 0.1% of their software23,708 shares$2.8M−$7.2M
• Daiwa Securities GroupGeneralist · 1.2% of their software22,107 shares$2.6M+$1.8M
• Citadel AdvisorsGeneralist · 0.1% of their software21,026 shares$2.4M−$4.8M
• Envestnet Asset ManagementGeneralist · 0.1% of their software19,997 shares$2.3MFlat
• Legal & GeneralPassive · 0.0% of their software17,590 shares$2.0MFlat
• Deutsche BankGeneralist · 0.0% of their software17,373 shares$2.0M−$756K
• Stifel FinancialGeneralist · 0.1% of their software17,398 shares$2.0MFlat
• US Bancorp deGeneralist · 0.1% of their software16,692 shares$1.9MFlat
• AmeripriseGeneralist · 0.0% of their software16,127 shares$1.9MFlat
• D. E. ShawGeneralist · 0.0% of their software15,373 shares$1.8M+$598K
• HSBCGeneralist · 0.1% of their software14,769 shares$1.7MFlat
• Russell Investments GroupGeneralist · 0.0% of their software11,557 shares$1.3M−$1.8M
• AlliancebernsteinGeneralist · 0.0% of their software10,399 shares$1.2MFlat
• CitigroupGeneralist · 0.0% of their software10,027 shares$1.2M+$629K
• Neuberger Berman GroupGeneralist · 0.0% of their software9,207 shares$1.1MFlat
• Susquehanna International GroupGeneralist · 0.0% of their software8,869 shares$1.0M+$903K
• Franklin ResourcesGeneralist · 0.0% of their software8,287 shares$964K−$1.7M
• UBS GroupGeneralist · 0.0% of their software8,165 shares$949K−$874K
• Voya Investment ManagementGeneralist · 0.0% of their software7,838 shares$911KFlat
• Jane Street GroupGeneralist · 0.2% of their software7,130 shares$829KNew · +$1.1M
• Royal Bank of CanadaGeneralist · 0.0% of their software5,072 shares$589KFlat
• Mitsubishi Ufj Trust & BankingGeneralist · 0.0% of their software3,349 shares$389KNew · +$507K
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software3,137 shares$365K−$2.5M
• State of Wisconsin Investment BoardGeneralist · 0.0% of their software2,660 shares$309KFlat
• Allianz Asset Management GmbHGeneralist · 0.0% of their software2,277 shares$264KFlat
• Man GroupGeneralist · 0.0% of their software2,043 shares$237KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,245 shares$144KFlat
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software1,230 shares$143KFlat
• First Manhattan CO.Generalist · 0.0% of their software951 shares$110KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software400 shares$47KFlat
• BarclaysGeneralist · 0.0% of their software400 shares$46K−$672K
• Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software195 shares$23KFlat