MORN · Application · 617700109
Morningstar
Q1 2021 · compared with Q4 2020
- Tracked value
- $2.6B
- Tracked filers
- 83
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 · 8.1% of their software1,780,120 shares$401MFlat
- BamcoGeneralist · 4.0% of their software1,299,618 shares$292M−$8.8M
- BlackRockPassive · 0.1% of their software1,103,691 shares$248M+$19.3M
- Wasatch AdvisorsGeneralist · 7.7% of their software837,105 shares$188MFlat
- FidelityGeneralist · 0.1% of their software769,382 shares$173M−$43.7M
- JPMorgan ChaseGeneralist · 0.3% of their software597,167 shares$134M−$19.5M
- Renaissance TechnologiesGeneralist · 1.6% of their software505,970 shares$114M−$22.2M
- Artisan Partners Limited PartnershipGeneralist · 0.9% of their software398,206 shares$89.6M+$1.6M
- InvescoPassive · 0.3% of their software327,747 shares$73.8MFlat
- Bank of New York MellonPassive · 0.2% of their software321,776 shares$72.4M+$2.1M
- Wells FargoGeneralist · 0.2% of their software316,103 shares$71.1M+$14.6M
- DimensionalPassive · 0.6% of their software315,910 shares$71.1MFlat
- GeodePassive · 0.1% of their software302,873 shares$68.2M+$2.5M
- State StreetPassive · 0.0% of their software279,058 shares$62.8M−$1.4M
- American Capital ManagementGeneralist · 4.2% of their software192,175 shares$43.2MFlat
- New York State Common Retirement FundGeneralist · 0.4% of their software184,674 shares$41.6M−$17.9M
- Principal Financial GroupGeneralist · 0.3% of their software165,586 shares$37.3M+$5.2M
- Lazard Asset ManagementGeneralist · 0.5% of their software150,520 shares$33.9M−$4.3M
- Bank of AmericaGeneralist · 0.1% of their software147,124 shares$33.1M−$2.8M
- Loomis Sayles & CO L PGeneralist · 0.2% of their software135,396 shares$30.5MFlat
- Millennium ManagementGeneralist · 0.7% of their software125,340 shares$28.2M−$18.4M
- Goldman SachsGeneralist · 0.1% of their software120,371 shares$27.1M+$3.0M
- Charles Schwab Investment ManagementPassive · 0.1% of their software116,722 shares$26.3MFlat
- Northern TrustPassive · 0.1% of their software114,557 shares$25.8MFlat
- First Trust AdvisorsGeneralist · 0.2% of their software105,980 shares$23.9M+$8.3M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.2% of their software80,650 shares$18.1M+$7.1M
- Morgan StanleyGeneralist · 0.0% of their software68,164 shares$15.3M+$562K
- Sei Investments COGeneralist · 0.4% of their software64,277 shares$14.4M+$1.1M
- Swiss National BankGeneralist · 0.1% of their software53,800 shares$12.1MFlat
- California Public Employees Retirement SystemGeneralist · 0.1% of their software50,117 shares$11.3M−$992K
- Man GroupGeneralist · 0.5% of their software47,743 shares$10.7M−$2.5M
- UBS Asset ManagementGeneralist · 0.0% of their software38,960 shares · Not in the total$8.8M+$2.2M
- California State Teachers Retirement SystemGeneralist · 0.1% of their software38,700 shares$8.7MFlat
- Bnp Paribas Asset Management HoldingGeneralist · 0.4% of their software36,888 shares$8.3M−$4.2M
- Nordea Investment Management AbGeneralist · 0.1% of their software31,790 shares$7.2MFlat
- Victory Capital ManagementGeneralist · 0.1% of their software31,954 shares$7.2M−$2.4M
- Rhumbline AdvisersGeneralist · 0.1% of their software28,323 shares$6.4M−$512K
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software28,121 shares$6.3MFlat
- Aqr Capital ManagementGeneralist · 0.1% of their software27,269 shares$6.1M+$2.0M
- Citadel AdvisorsGeneralist · 0.1% of their software26,425 shares$5.9M+$3.9M
- CitigroupGeneralist · 0.1% of their software25,095 shares$5.6M+$2.1M
- Fisher Asset ManagementGeneralist · 0.0% of their software24,247 shares$5.5MFlat
- Franklin ResourcesGeneralist · 0.0% of their software23,389 shares$5.3MFlat
- Bank of MontrealGeneralist · 0.1% of their software21,648 shares$5.1M−$1.3M
- Daiwa Securities GroupGeneralist · 1.3% of their software19,307 shares$4.3M−$973K
- Stifel FinancialGeneralist · 0.1% of their software17,419 shares$3.9MFlat
- Legal & GeneralPassive · 0.0% of their software17,365 shares$3.9MFlat
- US Bancorp deGeneralist · 0.1% of their software14,039 shares$3.2MFlat
- Qube Research & TechnologiesGeneralist · 0.8% of their software13,702 shares$3.1MNew · +$3.2M
- BarclaysGeneralist · 0.0% of their software12,086 shares$2.7M+$1.1M
- Russell Investments GroupGeneralist · 0.1% of their software10,550 shares$2.4M−$1.1M
- AlliancebernsteinGeneralist · 0.0% of their software10,235 shares$2.3MFlat
- Deutsche BankGeneralist · 0.0% of their software10,030 shares$2.3M−$692K
- Tudor InvestmentGeneralist · 0.6% of their software9,782 shares$2.2MFlat
- UBS GroupGeneralist · 0.0% of their software9,386 shares$2.1M−$2.2M
- D. E. ShawGeneralist · 0.0% of their software9,137 shares$2.1M−$2.1M
- Envestnet Asset ManagementGeneralist · 0.0% of their software8,863 shares$2.0M−$2.3M
- Blair William & Co/ilGeneralist · 0.0% of their software8,241 shares$1.9M−$1.0M
- Neuberger Berman GroupGeneralist · 0.0% of their software7,462 shares$1.7MFlat
- Squarepoint OpsGeneralist · 0.2% of their software7,302 shares$1.6MFlat
- Voya Investment ManagementGeneralist · 0.0% of their software7,008 shares$1.6MFlat
- Bnp Paribas Financial MarketsGeneralist · 0.1% of their software6,155 shares$1.4M+$680K
- Canada Pension Plan Investment BoardGeneralist · 0.0% of their software6,000 shares$1.4MNew · +$1.4M
- Royal Bank of CanadaGeneralist · 0.0% of their software5,502 shares$1.2MFlat
- Clearbridge InvestmentsGeneralist · 0.0% of their software4,617 shares$1.0MFlat
- HSBCGeneralist · 0.0% of their software3,381 shares$766KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software2,818 shares$634KFlat
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software2,743 shares$617KFlat
- Susquehanna International GroupGeneralist · 0.0% of their software2,565 shares$577KNew · +$594K
- Bank of Nova ScotiaGeneralist · 0.0% of their software2,234 shares$503K−$5.6M
- ProShare AdvisorsGeneralist · 0.0% of their software1,773 shares$399KFlat
- Assenagon Asset ManagementGeneralist · 0.0% of their software1,571 shares$354KFlat
- Creative PlanningGeneralist · 0.0% of their software1,501 shares$338KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,327 shares$298KFlat
- Jane Street GroupGeneralist · 0.0% of their software1,271 shares$286KNew
- Ensign Peak AdvisorsGeneralist · 0.0% of their software1,165 shares$262K−$1.3M
- Prudential FinancialGeneralist · 0.0% of their software1,047 shares$236KFlat
- LPl FinancialGeneralist · 0.0% of their software1,006 shares$226KFlat
- Mitsubishi Ufj Trust & BankingGeneralist · 0.0% of their software1,001 shares$225K−$714K
- First Manhattan CO.Generalist · 0.0% of their software993 shares$223KFlat
- Van Eck AssociatesGeneralist · 0.0% of their software124 shares$28KNew
- Fifth Third BancorpGeneralist · 0.0% of their software119 shares$27KFlat
- Rockefeller Capital ManagementGeneralist · 0.0% of their software107 shares$24KFlat
- Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software95 shares$21KFlat