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 · 7.2% of their software1,807,497 shares$255M+$3.0M
• BamcoGeneralist · 3.0% of their software1,349,157 shares$190M−$1.8M
• FidelityGeneralist · 0.2% of their software1,336,249 shares$188M−$45.0M
• BlackRockPassive · 0.1% of their software1,044,802 shares$147M+$18.1M
• JPMorgan ChaseGeneralist · 0.4% of their software825,420 shares$116M+$4.0M
• Renaissance TechnologiesGeneralist · 1.0% of their software759,470 shares$107M+$4.9M
• Wasatch AdvisorsGeneralist · 4.3% of their software646,855 shares$91.2MNew · +$75.2M
• Artisan Partners Limited PartnershipGeneralist · 0.6% of their software401,205 shares$56.6M+$10.3M
• InvescoPassive · 0.2% of their software336,006 shares$47.4M−$2.2M
• DimensionalPassive · 0.4% of their software313,727 shares$44.2MFlat
• GeodePassive · 0.1% of their software310,814 shares$43.8M+$1.1M
• State StreetPassive · 0.0% of their software298,014 shares$42.0M+$732K
• Lazard Asset ManagementGeneralist · 0.7% of their software254,364 shares$35.9M−$7.7M
• Bank of New York MellonPassive · 0.1% of their software251,796 shares$35.5M+$3.4M
• New York State Common Retirement FundGeneralist · 0.3% of their software219,092 shares$30.9M−$709K
• American Capital ManagementGeneralist · 3.4% of their software203,076 shares$28.6MFlat
• Northern TrustPassive · 0.1% of their software195,324 shares$27.5M+$1.2M
• Wells FargoGeneralist · 0.1% of their software193,194 shares$27.2M−$5.7M
• Bank of AmericaGeneralist · 0.1% of their software166,779 shares$23.5M−$690K
• Voya Investment ManagementGeneralist · 0.3% of their software150,675 shares$21.2M+$16.6M
• Principal Financial GroupGeneralist · 0.2% of their software127,315 shares$17.9M+$7.3M
• Loomis Sayles & CO L PGeneralist · 0.1% of their software120,523 shares$17.0M+$1.1M
• Charles Schwab Investment ManagementPassive · 0.1% of their software119,810 shares$16.9M−$542K
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.2% of their software83,673 shares$11.8MFlat
• Millennium ManagementGeneralist · 0.5% of their software77,563 shares$10.9M−$1.8M
• Goldman SachsGeneralist · 0.0% of their software73,294 shares$10.3M−$599K
• Nordea Investment Management AbGeneralist · 0.1% of their software67,534 shares$9.5M+$3.9M
• Bank of Nova ScotiaGeneralist · 0.4% of their software65,349 shares$9.2MNew · +$7.6M
• Bnp Paribas Asset Management HoldingGeneralist · 0.5% of their software54,431 shares$7.7MFlat
• Swiss National BankGeneralist · 0.1% of their software52,600 shares$7.4M+$1.8M
• California Public Employees Retirement SystemGeneralist · 0.1% of their software48,340 shares$6.8MFlat
• Morgan StanleyGeneralist · 0.0% of their software47,340 shares$6.7M+$701K
• Victory Capital ManagementGeneralist · 0.1% of their software45,622 shares$6.4M−$5.5M
• Citadel AdvisorsGeneralist · 0.2% of their software39,019 shares$5.5M+$2.1M
• California State Teachers Retirement SystemGeneralist · 0.1% of their software37,094 shares$5.2MFlat
• First Trust AdvisorsGeneralist · 0.1% of their software32,699 shares$4.6M+$1.0M
• Rhumbline AdvisersGeneralist · 0.1% of their software32,494 shares$4.6M+$534K
• Sei Investments COGeneralist · 0.2% of their software31,406 shares$4.5M−$946K
• Bank of MontrealGeneralist · 0.1% of their software29,157 shares$4.3MFlat
• UBS Asset ManagementGeneralist · 0.0% of their software29,677 shares · Not in the total$4.2MFlat
• UBS GroupGeneralist · 0.0% of their software28,946 shares$4.1M+$2.4M
• Aqr Capital ManagementGeneralist · 0.1% of their software29,076 shares$4.1M−$4.8M
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software28,620 shares$4.0MFlat
• Fisher Asset ManagementGeneralist · 0.0% of their software26,065 shares$3.7MFlat
• Qube Research & TechnologiesGeneralist · 1.0% of their software25,515 shares$3.6MNew · +$3.0M
• Man GroupGeneralist · 0.1% of their software23,186 shares$3.3M+$2.5M
• Blair William & Co/ilGeneralist · 0.1% of their software22,952 shares$3.2MFlat
• Envestnet Asset ManagementGeneralist · 0.1% of their software22,599 shares$3.2MFlat
• Stifel FinancialGeneralist · 0.1% of their software19,333 shares$2.7MFlat
• Daiwa Securities GroupGeneralist · 2.4% of their software22,107 shares$2.6MFlat
• CitigroupGeneralist · 0.0% of their software17,701 shares$2.5M+$892K
• Deutsche BankGeneralist · 0.0% of their software17,350 shares$2.4MFlat
• Legal & GeneralPassive · 0.0% of their software17,224 shares$2.4MFlat
• AmeripriseGeneralist · 0.0% of their software16,181 shares$2.3MFlat
• US Bancorp deGeneralist · 0.1% of their software15,630 shares$2.2MFlat
• BarclaysGeneralist · 0.0% of their software14,650 shares$2.1M+$1.7M
• D. E. ShawGeneralist · 0.0% of their software14,633 shares$2.1MFlat
• Neuberger Berman GroupGeneralist · 0.0% of their software9,667 shares$1.4MFlat
• AlliancebernsteinGeneralist · 0.0% of their software9,299 shares$1.3MFlat
• HSBCGeneralist · 0.0% of their software9,152 shares$1.3M−$653K
• Russell Investments GroupGeneralist · 0.0% of their software8,541 shares$1.2MFlat
• Franklin ResourcesGeneralist · 0.0% of their software7,220 shares$1.2MFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software4,571 shares$645KFlat
• Two Sigma InvestmentsGeneralist · 0.0% of their software4,172 shares$588KNew
• Susquehanna International GroupGeneralist · 0.0% of their software3,338 shares$471K−$643K
• State of Wisconsin Investment BoardGeneralist · 0.0% of their software2,840 shares$400KFlat
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software2,463 shares$347KFlat
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software2,060 shares$290KFlat
• Marshall WaceGeneralist · 0.0% of their software1,546 shares$218KNew
• ProShare AdvisorsGeneralist · 0.0% of their software1,460 shares$206KNew
• Creative PlanningGeneralist · 0.0% of their software1,420 shares$200KNew
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,409 shares$198KFlat
• First Manhattan CO.Generalist · 0.0% of their software951 shares$134KFlat
• Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software195 shares$27KFlat