MORN · Application · 617700109
Morningstar
Q4 2021 · compared with Q3 2021
- Tracked value
- $3.8B
- Tracked filers
- 91
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
- BamcoGeneralist · 4.9% of their software1,208,920 shares$413MFlat
- Kayne Anderson Rudnick Investment ManagementGeneralist · 7.2% of their software1,198,957 shares$410M−$9.9M
- BlackRockPassive · 0.1% of their software1,052,758 shares$360M+$3.2M
- FidelityGeneralist · 0.2% of their software869,129 shares$297M−$14.1M
- Wasatch AdvisorsGeneralist · 9.7% of their software805,703 shares$276M−$2.3M
- JPMorgan ChaseGeneralist · 0.3% of their software576,347 shares$197M+$25.4M
- Artisan Partners Limited PartnershipGeneralist · 1.2% of their software420,553 shares$144M−$10.3M
- Renaissance TechnologiesGeneralist · 1.9% of their software410,900 shares$141M−$10.2M
- Massachusetts Financial Services COGeneralist · 0.3% of their software376,239 shares$129MNew · +$97.5M
- State StreetPassive · 0.1% of their software367,576 shares$126M+$3.6M
- InvescoPassive · 0.3% of their software322,939 shares$110MFlat
- GeodePassive · 0.1% of their software319,041 shares$109M+$2.9M
- DimensionalPassive · 0.7% of their software313,742 shares$107MFlat
- Bank of New York MellonPassive · 0.2% of their software307,534 shares$105M−$3.1M
- Praesidium Investment Management CompanySpecialist · 6.8% of their software226,512 shares$77.5M−$4.5M
- American Capital ManagementGeneralist · 4.6% of their software184,391 shares$63.1MFlat
- Loomis Sayles & CO L PGeneralist · 0.3% of their software143,494 shares$49.1MFlat
- Bank of AmericaGeneralist · 0.1% of their software139,879 shares$47.8M−$954K
- Charles Schwab Investment ManagementPassive · 0.2% of their software136,438 shares$46.7M+$678K
- Millennium ManagementGeneralist · 0.7% of their software125,935 shares$43.1M−$24.1M
- Lazard Asset ManagementGeneralist · 0.5% of their software120,765 shares$41.3M−$5.1M
- Allspring Global Investments HoldingsGeneralist · 0.4% of their software114,957 shares$39.3M—
- Northern TrustPassive · 0.1% of their software109,590 shares$37.5M−$746K
- Principal Financial GroupGeneralist · 0.2% of their software107,512 shares$36.8M−$4.7M
- Morgan StanleyGeneralist · 0.0% of their software99,436 shares$34.0M−$920K
- New York State Common Retirement FundGeneralist · 0.3% of their software96,907 shares$33.1M−$10.0M
- Wells FargoGeneralist · 0.1% of their software85,067 shares$29.1M−$43.0M
- Sei Investments COGeneralist · 0.5% of their software76,773 shares$26.1M+$530K
- Goldman SachsGeneralist · 0.1% of their software64,937 shares$22.2M+$713K
- California Public Employees Retirement SystemGeneralist · 0.1% of their software53,069 shares$18.1MFlat
- Swiss National BankGeneralist · 0.1% of their software52,100 shares$17.8MFlat
- AmeripriseGeneralist · 0.0% of their software48,627 shares$16.6MNew · +$12.6M
- UBS Asset ManagementGeneralist · 0.0% of their software43,054 shares · Not in the total$14.7MFlat
- First Trust AdvisorsGeneralist · 0.1% of their software41,006 shares$14.0M−$1.2M
- Nordea Investment Management AbGeneralist · 0.1% of their software35,054 shares$12.0M−$9.2M
- California State Teachers Retirement SystemGeneralist · 0.1% of their software32,859 shares$11.2M−$1.8M
- Daiwa Securities GroupGeneralist · 1.7% of their software31,595 shares$10.8MFlat
- Man GroupGeneralist · 0.3% of their software31,464 shares$10.8M−$1.9M
- Rhumbline AdvisersGeneralist · 0.1% of their software28,044 shares$9.6MFlat
- Victory Capital ManagementGeneralist · 0.1% of their software27,344 shares$9.4MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software27,144 shares$9.3MFlat
- Bnp Paribas Asset Management HoldingGeneralist · 0.3% of their software24,178 shares$8.3MFlat
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.1% of their software23,546 shares$8.1M−$6.2M
- Legal & GeneralPassive · 0.0% of their software22,240 shares$7.6MFlat
- Susquehanna International GroupGeneralist · 0.2% of their software20,367 shares$7.0M+$4.7M
- CitigroupGeneralist · 0.1% of their software20,097 shares$6.9M−$649K
- Franklin ResourcesGeneralist · 0.0% of their software19,836 shares$6.8MFlat
- Fisher Asset ManagementGeneralist · 0.0% of their software18,560 shares$6.3M−$1.5M
- Stifel FinancialGeneralist · 0.1% of their software16,754 shares$5.7MFlat
- UBS GroupGeneralist · 0.0% of their software16,526 shares$5.7M+$2.4M
- Russell Investments GroupGeneralist · 0.1% of their software15,884 shares$5.4M+$2.5M
- Bank of Nova ScotiaGeneralist · 0.1% of their software15,818 shares$5.4M+$1.9M
- US Bancorp deGeneralist · 0.1% of their software13,395 shares$4.6MFlat
- National Bank of CanadaGeneralist · 0.2% of their software13,185 shares$4.5M—
- Aqr Capital ManagementGeneralist · 0.1% of their software11,734 shares$4.0MFlat
- Voya Investment ManagementGeneralist · 0.1% of their software11,238 shares$3.8M+$939K
- Envestnet Asset ManagementGeneralist · 0.1% of their software10,855 shares$3.7MFlat
- Jennison AssociatesGeneralist · 0.0% of their software10,460 shares$3.6M−$2.6M
- Neuberger Berman GroupGeneralist · 0.0% of their software10,438 shares$3.6MFlat
- AlliancebernsteinGeneralist · 0.0% of their software9,708 shares$3.3MFlat
- BarclaysGeneralist · 0.0% of their software9,014 shares$3.1M−$750K
- Deutsche BankGeneralist · 0.0% of their software8,360 shares$2.9M−$2.5M
- AvivaGeneralist · 0.1% of their software8,010 shares$2.7M+$502K
- Royal Bank of CanadaGeneralist · 0.0% of their software7,439 shares$2.5M−$997K
- Blair William & Co/ilGeneralist · 0.0% of their software7,287 shares$2.5MFlat
- Toronto-Dominion BankGeneralist · 0.0% of their software6,000 shares$2.1MNew · +$1.6M
- Bnp Paribas Financial MarketsGeneralist · 0.1% of their software5,650 shares$1.9M+$1.1M
- D. E. ShawGeneralist · 0.0% of their software5,508 shares$1.9M−$624K
- Apg Asset ManagementGeneralist · 0.0% of their software5,300 shares$1.6MNew · +$1.4M
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.1% of their software3,092 shares$1.1MFlat
- State of Wisconsin Investment BoardGeneralist · 0.0% of their software2,844 shares$973KFlat
- HSBCGeneralist · 0.0% of their software2,700 shares$923K−$3.0M
- LPl FinancialGeneralist · 0.0% of their software2,511 shares$859KFlat
- Citadel AdvisorsGeneralist · 0.0% of their software2,186 shares$748K−$1.9M
- Bank of MontrealGeneralist · 0.0% of their software2,103 shares$733K−$6.7M
- ProShare AdvisorsGeneralist · 0.0% of their software2,039 shares$697KFlat
- Creative PlanningGeneralist · 0.1% of their software1,474 shares$504KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,358 shares$464KFlat
- Assenagon Asset ManagementGeneralist · 0.0% of their software1,195 shares$409KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software1,193 shares$408KFlat
- Quantinno Capital ManagementGeneralist · 0.6% of their software1,025 shares$351KNew
- First Manhattan CO.Generalist · 0.0% of their software993 shares$339KFlat
- Prudential FinancialGeneralist · 0.0% of their software932 shares$293KFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software772 shares$264KFlat
- Cerity PartnersGeneralist · 0.1% of their software734 shares$250KNew
- Clearbridge InvestmentsGeneralist · 0.0% of their software650 shares$222KNew
- American Century CompaniesGeneralist · 0.0% of their software641 shares$219KNew
- Van Eck AssociatesGeneralist · 0.0% of their software548 shares$187KFlat
- Ensign Peak AdvisorsGeneralist · 0.0% of their software480 shares$164KNew
- Marshall WaceGeneralist · 0.0% of their software417 shares$143KNew
- Rockefeller Capital ManagementGeneralist · 0.0% of their software175 shares$60KFlat
- Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software45 shares$15KFlat