MORN · Application · 617700109
Morningstar
Q2 2021 · compared with Q1 2021
- Tracked value
- $2.9B
- 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 · 6.5% of their software1,356,976 shares$349M−$95.2M
- BamcoGeneralist · 3.9% of their software1,215,209 shares$312M−$19.0M
- BlackRockPassive · 0.1% of their software1,050,231 shares$270M−$12.0M
- Wasatch AdvisorsGeneralist · 8.3% of their software814,106 shares$209M−$5.2M
- FidelityGeneralist · 0.1% of their software745,053 shares$192M−$5.5M
- JPMorgan ChaseGeneralist · 0.3% of their software553,596 shares$142M−$9.8M
- Renaissance TechnologiesGeneralist · 1.7% of their software475,570 shares$122M−$6.8M
- Artisan Partners Limited PartnershipGeneralist · 1.0% of their software463,834 shares$119M+$14.8M
- State StreetPassive · 0.1% of their software349,447 shares$89.8M+$15.8M
- InvescoPassive · 0.3% of their software325,156 shares$83.6MFlat
- Bank of New York MellonPassive · 0.2% of their software323,415 shares$83.2MFlat
- DimensionalPassive · 0.6% of their software313,741 shares$80.7MFlat
- GeodePassive · 0.1% of their software308,689 shares$79.4M+$1.3M
- Wells FargoGeneralist · 0.2% of their software260,782 shares$67.0M−$12.4M
- Praesidium Investment Management CompanySpecialist · 5.3% of their software235,012 shares$60.4MNew · +$52.9M
- American Capital ManagementGeneralist · 4.2% of their software192,325 shares$49.4MFlat
- Millennium ManagementGeneralist · 1.2% of their software190,517 shares$49.0M+$14.7M
- Lazard Asset ManagementGeneralist · 0.5% of their software150,208 shares$38.6MFlat
- Bank of AmericaGeneralist · 0.1% of their software148,595 shares$38.2MFlat
- Loomis Sayles & CO L PGeneralist · 0.3% of their software140,920 shares$36.2M+$1.2M
- Charles Schwab Investment ManagementPassive · 0.1% of their software119,734 shares$30.8M+$678K
- New York State Common Retirement FundGeneralist · 0.3% of their software119,719 shares$30.8M−$14.6M
- Northern TrustPassive · 0.1% of their software115,222 shares$29.6MFlat
- Principal Financial GroupGeneralist · 0.2% of their software108,054 shares$27.8M−$12.9M
- Morgan StanleyGeneralist · 0.0% of their software94,943 shares$24.4M+$6.0M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.2% of their software87,750 shares$22.6M+$1.6M
- Sei Investments COGeneralist · 0.4% of their software71,326 shares$18.4M+$1.6M
- Goldman SachsGeneralist · 0.1% of their software63,720 shares$16.4M−$12.7M
- First Trust AdvisorsGeneralist · 0.1% of their software55,221 shares$14.2M−$11.4M
- Swiss National BankGeneralist · 0.1% of their software52,100 shares$13.4MFlat
- California Public Employees Retirement SystemGeneralist · 0.1% of their software51,328 shares$13.2MFlat
- Man GroupGeneralist · 0.5% of their software43,950 shares$11.3M−$854K
- UBS Asset ManagementGeneralist · 0.0% of their software41,005 shares · Not in the total$10.5MFlat
- California State Teachers Retirement SystemGeneralist · 0.1% of their software40,623 shares$10.4MFlat
- Bnp Paribas Asset Management HoldingGeneralist · 0.4% of their software36,888 shares$9.5MFlat
- Nordea Investment Management AbGeneralist · 0.1% of their software35,349 shares$9.1M+$801K
- Rhumbline AdvisersGeneralist · 0.1% of their software31,477 shares$8.1M+$710K
- Victory Capital ManagementGeneralist · 0.1% of their software30,455 shares$7.8MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software27,753 shares$7.1MFlat
- CitigroupGeneralist · 0.1% of their software25,617 shares$6.6MFlat
- Daiwa Securities GroupGeneralist · 1.6% of their software25,490 shares$6.6M+$1.4M
- Fisher Asset ManagementGeneralist · 0.0% of their software24,362 shares$6.3MFlat
- Bank of MontrealGeneralist · 0.0% of their software23,005 shares$5.9MFlat
- Aqr Capital ManagementGeneralist · 0.1% of their software21,035 shares$5.4M−$1.4M
- Bank of Nova ScotiaGeneralist · 0.1% of their software19,837 shares$5.1M+$4.0M
- Legal & GeneralPassive · 0.0% of their software18,394 shares$4.7MFlat
- Jennison AssociatesGeneralist · 0.0% of their software17,544 shares$4.5MNew · +$3.9M
- Stifel FinancialGeneralist · 0.1% of their software17,318 shares$4.5MFlat
- Franklin ResourcesGeneralist · 0.0% of their software15,563 shares$4.0M−$1.8M
- HSBCGeneralist · 0.0% of their software14,780 shares$3.8M+$2.6M
- Deutsche BankGeneralist · 0.0% of their software14,345 shares$3.7M+$971K
- US Bancorp deGeneralist · 0.1% of their software13,681 shares$3.5MFlat
- BarclaysGeneralist · 0.0% of their software12,711 shares$3.3MFlat
- Qube Research & TechnologiesGeneralist · 0.8% of their software12,564 shares$3.2MFlat
- UBS GroupGeneralist · 0.0% of their software11,813 shares$3.0M+$546K
- AlliancebernsteinGeneralist · 0.0% of their software11,141 shares$2.9MFlat
- Citadel AdvisorsGeneralist · 0.1% of their software11,067 shares$2.8M−$3.5M
- Envestnet Asset ManagementGeneralist · 0.1% of their software10,640 shares$2.7MFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software10,555 shares$2.7M+$1.1M
- Voya Investment ManagementGeneralist · 0.0% of their software7,756 shares$2.0MFlat
- Squarepoint OpsGeneralist · 0.2% of their software7,748 shares$2.0MFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software7,744 shares$2.0MFlat
- Blair William & Co/ilGeneralist · 0.0% of their software7,422 shares$1.9MFlat
- Russell Investments GroupGeneralist · 0.0% of their software6,653 shares$1.7M−$877K
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software5,642 shares$1.5MFlat
- D. E. ShawGeneralist · 0.0% of their software5,515 shares$1.4M−$815K
- Clearbridge InvestmentsGeneralist · 0.0% of their software5,089 shares$1.3MFlat
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software2,792 shares$718KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software2,500 shares$643KFlat
- Susquehanna International GroupGeneralist · 0.0% of their software2,250 shares$578KFlat
- ProShare AdvisorsGeneralist · 0.0% of their software1,852 shares$476KFlat
- Wellington Management GroupGeneralist · 0.0% of their software1,831 shares$471KNew
- Assenagon Asset ManagementGeneralist · 0.0% of their software1,693 shares$435KFlat
- LPl FinancialGeneralist · 0.0% of their software1,549 shares$398KFlat
- Creative PlanningGeneralist · 0.0% of their software1,394 shares$358KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,164 shares$300KFlat
- Prudential FinancialGeneralist · 0.0% of their software1,062 shares$273KFlat
- First Manhattan CO.Generalist · 0.0% of their software993 shares$255KFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software870 shares$224KNew
- Van Eck AssociatesGeneralist · 0.0% of their software318 shares$82KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software119 shares$31KFlat
- Rockefeller Capital ManagementGeneralist · 0.0% of their software107 shares$27KFlat
- Federated HermesGeneralist · 0.0% of their software75 shares$19KNew
- Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software45 shares$12KFlat