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

• Bank of AmericaGeneralist · 1.1% of their software1,886,016 shares$456M+$146M
• BamcoGeneralist · 5.0% of their software1,155,415 shares$279MFlat
• BlackRockPassive · 0.1% of their software1,063,077 shares$257MFlat
• Kayne Anderson Rudnick Investment ManagementGeneralist · 7.0% of their software1,020,854 shares$247M−$15.6M
• FidelityGeneralist · 0.2% of their software819,417 shares$198M−$3.0M
• JPMorgan ChaseGeneralist · 0.4% of their software787,356 shares$190M+$14.7M
• Wasatch AdvisorsGeneralist · 7.8% of their software697,915 shares$169M−$22.3M
• Massachusetts Financial Services COGeneralist · 0.4% of their software485,276 shares$117M+$13.7M
• Renaissance TechnologiesGeneralist · 1.1% of their software394,370 shares$95.4M−$5.8M
• State StreetPassive · 0.1% of their software377,444 shares$91.4M+$2.4M
• Artisan Partners Limited PartnershipGeneralist · 1.4% of their software362,727 shares$87.7M−$11.4M
• InvescoPassive · 0.3% of their software331,327 shares$80.1M+$2.0M
• GeodePassive · 0.1% of their software330,495 shares$79.9MFlat
• DimensionalPassive · 0.6% of their software305,766 shares$73.9M−$2.6M
• Praesidium Investment Management CompanySpecialist · 11.4% of their software297,952 shares$72.1M+$19.8M
• Bank of New York MellonPassive · 0.2% of their software296,725 shares$71.8MFlat
• Principal Financial GroupGeneralist · 0.4% of their software215,933 shares$52.2M+$24.8M
• American Capital ManagementGeneralist · 4.4% of their software183,683 shares$44.4M−$750K
• Morgan StanleyGeneralist · 0.1% of their software182,290 shares$44.1M+$30.3M
• Loomis Sayles & CO L PGeneralist · 0.4% of their software147,101 shares$35.6MFlat
• Charles Schwab Investment ManagementPassive · 0.2% of their software143,816 shares$34.8M+$947K
• Lazard Asset ManagementGeneralist · 0.5% of their software111,842 shares$27.0M−$846K
• New York State Common Retirement FundGeneralist · 0.3% of their software109,361 shares$26.4M+$3.5M
• Northern TrustPassive · 0.1% of their software107,821 shares$26.1M−$916K
• Goldman SachsGeneralist · 0.1% of their software100,530 shares$24.3M−$730K
• Allspring Global Investments HoldingsGeneralist · 0.4% of their software98,714 shares$23.9M−$4.4M
• Wells FargoGeneralist · 0.1% of their software94,597 shares$22.9M−$675K
• Sei Investments COGeneralist · 0.5% of their software82,602 shares$19.8M+$1.6M
• Swiss National BankGeneralist · 0.1% of their software60,700 shares$14.7M+$1.3M
• Nordea Investment Management AbGeneralist · 0.2% of their software54,467 shares$13.0M+$4.9M
• Prudential FinancialGeneralist · 0.2% of their software52,408 shares$12.6M+$13.0M
• California Public Employees Retirement SystemGeneralist · 0.1% of their software51,294 shares$12.4MFlat
• AmeripriseGeneralist · 0.0% of their software46,423 shares$11.2MFlat
• UBS Asset ManagementGeneralist · 0.0% of their software42,898 shares · Not in the total$10.4MFlat
• Legal & GeneralPassive · 0.0% of their software41,477 shares$10.0M+$5.0M
• National Bank of CanadaGeneralist · 0.6% of their software34,193 shares$8.3M+$549K
• California State Teachers Retirement SystemGeneralist · 0.1% of their software32,707 shares$7.9M+$674K
• Rhumbline AdvisersGeneralist · 0.1% of their software32,402 shares$7.8M+$1.4M
• Daiwa Securities GroupGeneralist · 1.4% of their software28,705 shares$6.9M−$516K
• Fisher Asset ManagementGeneralist · 0.0% of their software27,565 shares$6.7M+$1.8M
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software26,611 shares$6.4MFlat
• State of Wisconsin Investment BoardGeneralist · 0.2% of their software26,114 shares$6.3M+$1.3M
• Victory Capital ManagementGeneralist · 0.1% of their software23,236 shares$5.6M−$737K
• Franklin ResourcesGeneralist · 0.0% of their software22,956 shares$5.6MFlat
• BarclaysGeneralist · 0.1% of their software21,298 shares$5.2MFlat
• Bnp Paribas Asset Management HoldingGeneralist · 0.2% of their software21,013 shares$5.1MFlat
• UBS GroupGeneralist · 0.0% of their software13,959 shares$3.4M+$743K
• Stifel FinancialGeneralist · 0.1% of their software13,744 shares$3.3MFlat
• First Trust AdvisorsGeneralist · 0.0% of their software13,677 shares$3.3M−$17.3M
• Aqr Capital ManagementGeneralist · 0.1% of their software13,400 shares$3.2MFlat
• Envestnet Asset ManagementGeneralist · 0.1% of their software12,861 shares$3.1M+$747K
• CitigroupGeneralist · 0.1% of their software12,381 shares$3.0M−$882K
• US Bancorp deGeneralist · 0.1% of their software11,592 shares$2.8MFlat
• Bnp Paribas Financial MarketsGeneralist · 0.1% of their software10,680 shares$2.6MNew · +$2.9M
• Russell Investments GroupGeneralist · 0.1% of their software10,138 shares$2.4M−$4.2M
• Voya Investment ManagementGeneralist · 0.0% of their software9,978 shares$2.4MFlat
• AlliancebernsteinGeneralist · 0.0% of their software9,674 shares$2.3MFlat
• Neuberger Berman GroupGeneralist · 0.0% of their software9,531 shares$2.3MFlat
• Susquehanna International GroupGeneralist · 0.1% of their software8,455 shares$2.0MFlat
• AvivaGeneralist · 0.1% of their software8,348 shares$2.0MFlat
• Citadel AdvisorsGeneralist · 0.0% of their software7,945 shares$1.9M+$1.5M
• Cerity PartnersGeneralist · 0.5% of their software7,650 shares$1.9MFlat
• Deutsche BankGeneralist · 0.0% of their software7,431 shares$1.8MFlat
• D. E. ShawGeneralist · 0.0% of their software7,093 shares$1.7M−$795K
• Royal Bank of CanadaGeneralist · 0.0% of their software6,985 shares$1.7MFlat
• Blair William & Co/ilGeneralist · 0.0% of their software6,852 shares$1.7MFlat
• Ensign Peak AdvisorsGeneralist · 0.0% of their software3,750 shares$907K+$893K
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.1% of their software3,239 shares$783KFlat
• HSBCGeneralist · 0.0% of their software2,979 shares$725K−$992K
• Jennison AssociatesGeneralist · 0.0% of their software2,774 shares$671K−$582K
• LPl FinancialGeneralist · 0.0% of their software1,960 shares$474KFlat
• Bank of MontrealGeneralist · 0.0% of their software1,843 shares$454KFlat
• Creative PlanningGeneralist · 0.0% of their software1,689 shares$408KFlat
• ProShare AdvisorsGeneralist · 0.0% of their software1,664 shares$402KFlat
• Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,149 shares$278KFlat
• Quantinno Capital ManagementGeneralist · 0.4% of their software1,127 shares$273KFlat
• First Manhattan CO.Generalist · 0.0% of their software993 shares$240KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software793 shares$192KFlat
• Van Eck AssociatesGeneralist · 0.0% of their software663 shares$160KFlat
• FilGeneralist · 0.0% of their software499 shares$121KNew
• Rockefeller Capital ManagementGeneralist · 0.0% of their software165 shares$39KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software143 shares$35KFlat
• Earnest PartnersGeneralist · 0.0% of their software100 shares$24KNew
• Fred Alger ManagementGeneralist · 0.0% of their software65 shares$16KFlat
• Brown Brothers Harriman & COGeneralist · 0.0% of their software6 shares$1KNew