MORN · Application · 617700109
Morningstar
Q4 2020 · compared with Q3 2020
- Tracked value
- $2.8B
- Tracked filers
- 82
1 filing is from the same family as a larger report and is left out of the total.
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 · 7.7% of their software1,792,120 shares$415M−$3.2M
- BamcoGeneralist · 3.9% of their software1,337,835 shares$310MFlat
- BlackRockPassive · 0.1% of their software1,020,501 shares$236MFlat
- FidelityGeneralist · 0.2% of their software957,934 shares$222M−$33.9M
- Wasatch AdvisorsGeneralist · 6.6% of their software841,717 shares$195M+$3.0M
- JPMorgan ChaseGeneralist · 0.4% of their software681,234 shares$158M−$23.6M
- Renaissance TechnologiesGeneralist · 1.7% of their software601,670 shares$139M−$19.7M
- Artisan Partners Limited PartnershipGeneralist · 0.8% of their software391,248 shares$90.6M+$11.9M
- InvescoPassive · 0.3% of their software324,980 shares$75.3MFlat
- DimensionalPassive · 0.6% of their software313,144 shares$72.5MFlat
- Bank of New York MellonPassive · 0.2% of their software312,600 shares$72.4MFlat
- GeodePassive · 0.1% of their software292,151 shares$67.7MFlat
- State StreetPassive · 0.0% of their software284,959 shares$66.1MFlat
- New York State Common Retirement FundGeneralist · 0.6% of their software262,177 shares$60.7M+$3.4M
- Wells FargoGeneralist · 0.2% of their software252,856 shares$58.6M+$10.8M
- Millennium ManagementGeneralist · 0.9% of their software204,945 shares$47.5M−$593K
- American Capital ManagementGeneralist · 4.4% of their software191,913 shares$44.4MFlat
- Lazard Asset ManagementGeneralist · 0.7% of their software169,114 shares$39.2M−$4.4M
- Bank of AmericaGeneralist · 0.1% of their software159,040 shares$36.8M−$1.4M
- Principal Financial GroupGeneralist · 0.2% of their software143,126 shares$33.1M−$1.8M
- Loomis Sayles & CO L PGeneralist · 0.2% of their software135,228 shares$31.3M+$2.6M
- Charles Schwab Investment ManagementPassive · 0.1% of their software116,141 shares$26.9MFlat
- Northern TrustPassive · 0.1% of their software115,811 shares$26.8M−$756K
- Brown Brothers Harriman & COGeneralist · 4.2% of their software109,172 shares$25.3MFlat
- Goldman SachsGeneralist · 0.1% of their software107,393 shares$24.9M+$4.2M
- First Trust AdvisorsGeneralist · 0.1% of their software70,060 shares$16.2M+$2.3M
- Morgan StanleyGeneralist · 0.0% of their software65,737 shares$15.2M+$2.8M
- Sei Investments COGeneralist · 0.4% of their software59,355 shares$13.6M−$846K
- Man GroupGeneralist · 0.5% of their software58,715 shares$13.6M+$3.0M
- Bnp Paribas Asset Management HoldingGeneralist · 0.6% of their software54,867 shares$12.7MFlat
- California Public Employees Retirement SystemGeneralist · 0.1% of their software54,399 shares$12.6M+$749K
- Swiss National BankGeneralist · 0.1% of their software53,300 shares$12.3MFlat
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.2% of their software50,150 shares$11.6M−$2.7M
- Victory Capital ManagementGeneralist · 0.1% of their software42,238 shares$9.8M−$859K
- California State Teachers Retirement SystemGeneralist · 0.1% of their software38,744 shares$9.0MFlat
- Nordea Investment Management AbGeneralist · 0.1% of their software33,332 shares$7.7MFlat
- Rhumbline AdvisersGeneralist · 0.1% of their software30,535 shares$7.1MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software28,741 shares$6.7MFlat
- Bank of MontrealGeneralist · 0.1% of their software27,324 shares$6.2M−$503K
- Bank of Nova ScotiaGeneralist · 0.1% of their software26,303 shares$6.1M+$1.7M
- Two Sigma InvestmentsGeneralist · 0.2% of their software25,088 shares$5.8M+$3.1M
- Fisher Asset ManagementGeneralist · 0.0% of their software24,355 shares$5.6MFlat
- Franklin ResourcesGeneralist · 0.0% of their software23,517 shares$5.4M+$2.8M
- Daiwa Securities GroupGeneralist · 1.5% of their software23,507 shares$5.4M−$610K
- UBS Asset ManagementGeneralist · 0.0% of their software29,263 shares · Not in the total$4.7MFlat
- UBS GroupGeneralist · 0.0% of their software18,931 shares$4.4M−$2.2M
- Envestnet Asset ManagementGeneralist · 0.1% of their software18,623 shares$4.3M−$692K
- Aqr Capital ManagementGeneralist · 0.1% of their software18,643 shares$4.3MFlat
- D. E. ShawGeneralist · 0.1% of their software18,040 shares$4.2M+$810K
- Stifel FinancialGeneralist · 0.1% of their software17,816 shares$4.1MFlat
- Legal & GeneralPassive · 0.0% of their software16,948 shares$3.9MFlat
- CitigroupGeneralist · 0.0% of their software15,988 shares$3.7M−$774K
- Russell Investments GroupGeneralist · 0.1% of their software15,222 shares$3.5M+$699K
- US Bancorp deGeneralist · 0.1% of their software15,097 shares$3.5MFlat
- Deutsche BankGeneralist · 0.0% of their software13,017 shares$3.0MFlat
- Blair William & Co/ilGeneralist · 0.1% of their software12,716 shares$2.9M−$1.6M
- AmeripriseGeneralist · 0.0% of their software11,482 shares$2.7M−$818K
- Tudor InvestmentGeneralist · 0.8% of their software11,006 shares$2.5MNew · +$1.8M
- AlliancebernsteinGeneralist · 0.0% of their software10,119 shares$2.3MFlat
- Citadel AdvisorsGeneralist · 0.0% of their software9,719 shares$2.3M−$8.6M
- Neuberger Berman GroupGeneralist · 0.0% of their software8,782 shares$2.0MFlat
- Voya Investment ManagementGeneralist · 0.0% of their software7,449 shares$1.7M−$8.8M
- BarclaysGeneralist · 0.0% of their software7,250 shares$1.7M+$1.2M
- Ensign Peak AdvisorsGeneralist · 0.0% of their software6,723 shares$1.6MFlat
- Squarepoint OpsGeneralist · 0.2% of their software5,862 shares$1.4MFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software5,590 shares$1.3MFlat
- Clearbridge InvestmentsGeneralist · 0.0% of their software4,309 shares$998KFlat
- Mitsubishi Ufj Trust & BankingGeneralist · 0.0% of their software4,083 shares$946KFlat
- HSBCGeneralist · 0.0% of their software3,703 shares$854KFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software3,220 shares$746KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software3,078 shares$713KFlat
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software2,780 shares$644KFlat
- Assenagon Asset ManagementGeneralist · 0.0% of their software1,571 shares$364K−$1.4M
- ProShare AdvisorsGeneralist · 0.0% of their software1,443 shares$334KFlat
- Creative PlanningGeneralist · 0.0% of their software1,394 shares$323KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,323 shares$306KFlat
- Prudential FinancialGeneralist · 0.0% of their software1,323 shares$306KNew
- LPl FinancialGeneralist · 0.0% of their software953 shares$221KNew
- First Manhattan CO.Generalist · 0.0% of their software951 shares$220KFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software870 shares$201KNew
- Rockefeller Capital ManagementGeneralist · 0.0% of their software107 shares$24KFlat
- Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software95 shares$22KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software63 shares$15KFlat