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 · 1.2% of their software2,112,724 shares$449M+$54.8M
• BamcoGeneralist · 4.4% of their software1,150,415 shares$244MFlat
• BlackRockPassive · 0.1% of their software1,052,474 shares$223MFlat
• JPMorgan ChaseGeneralist · 0.4% of their software795,328 shares$169M+$1.9M
• Wasatch AdvisorsGeneralist · 7.1% of their software647,337 shares$137M−$12.2M
• FidelityGeneralist · 0.1% of their software599,142 shares$127M−$53.3M
• Massachusetts Financial Services COGeneralist · 0.4% of their software485,572 shares$103MFlat
• Millennium ManagementGeneralist · 1.8% of their software412,335 shares$87.5MNew · +$99.7M
• State StreetPassive · 0.1% of their software388,294 shares$82.4M+$2.6M
• Renaissance TechnologiesGeneralist · 1.1% of their software369,070 shares$78.4M−$6.1M
• Artisan Partners Limited PartnershipGeneralist · 1.2% of their software358,330 shares$76.1M−$1.1M
• GeodePassive · 0.1% of their software347,128 shares$73.7M+$4.0M
• InvescoPassive · 0.3% of their software332,186 shares$70.5MFlat
• Praesidium Investment Management CompanySpecialist · 11.9% of their software327,284 shares$69.5M+$7.1M
• DimensionalPassive · 0.6% of their software305,888 shares$64.9MFlat
• Bank of New York MellonPassive · 0.2% of their software289,155 shares$61.4M−$1.8M
• Principal Financial GroupGeneralist · 0.4% of their software204,769 shares$43.5M−$2.7M
• American Capital ManagementGeneralist · 4.0% of their software183,577 shares$39.0MFlat
• Charles Schwab Investment ManagementPassive · 0.2% of their software156,443 shares$33.2M+$3.1M
• Morgan StanleyGeneralist · 0.0% of their software155,285 shares$33.0M−$6.5M
• Loomis Sayles & CO L PGeneralist · 0.4% of their software145,692 shares$30.9MFlat
• Northern TrustPassive · 0.1% of their software109,734 shares$23.3MFlat
• New York State Common Retirement FundGeneralist · 0.3% of their software108,971 shares$23.1MFlat
• Goldman SachsGeneralist · 0.1% of their software102,299 shares$21.7MFlat
• Allspring Global Investments HoldingsGeneralist · 0.4% of their software100,199 shares$21.3MFlat
• Lazard Asset ManagementGeneralist · 0.4% of their software97,424 shares$20.7M−$3.5M
• Wells FargoGeneralist · 0.1% of their software89,524 shares$19.0M−$1.2M
• Sei Investments COGeneralist · 0.5% of their software84,861 shares$18.0M+$546K
• Nordea Investment Management AbGeneralist · 0.2% of their software80,198 shares$17.2M+$6.2M
• Swiss National BankGeneralist · 0.1% of their software60,800 shares$12.9MFlat
• National Bank of CanadaGeneralist · 1.3% of their software59,193 shares$12.6M+$6.0M
• California Public Employees Retirement SystemGeneralist · 0.1% of their software53,259 shares$11.3MFlat
• Prudential FinancialGeneralist · 0.2% of their software51,116 shares$10.9MFlat
• AmeripriseGeneralist · 0.0% of their software45,645 shares$9.7MFlat
• UBS Asset ManagementGeneralist · 0.0% of their software43,563 shares · Not in the total$9.2MFlat
• Legal & GeneralPassive · 0.0% of their software42,392 shares$9.0MFlat
• Man GroupGeneralist · 0.3% of their software33,508 shares$7.1MNew · +$8.1M
• Citadel AdvisorsGeneralist · 0.1% of their software32,645 shares$6.9M+$6.0M
• California State Teachers Retirement SystemGeneralist · 0.1% of their software31,941 shares$6.8MFlat
• Rhumbline AdvisersGeneralist · 0.1% of their software31,541 shares$6.7MFlat
• Bnp Paribas Asset Management HoldingGeneralist · 0.2% of their software30,588 shares$6.5M+$2.3M
• Fisher Asset ManagementGeneralist · 0.0% of their software28,844 shares$6.1MFlat
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software26,661 shares$5.7MFlat
• Daiwa Securities GroupGeneralist · 1.1% of their software25,236 shares$5.4M−$839K
• State of Wisconsin Investment BoardGeneralist · 0.2% of their software24,452 shares$5.2MFlat
• Franklin ResourcesGeneralist · 0.0% of their software22,457 shares$4.8MFlat
• Russell Investments GroupGeneralist · 0.1% of their software21,585 shares$4.6M+$2.8M
• Qube Research & TechnologiesGeneralist · 0.3% of their software20,303 shares$4.3MNew · +$4.9M
• Victory Capital ManagementGeneralist · 0.1% of their software16,962 shares$3.6M−$1.5M
• Jane Street GroupGeneralist · 0.2% of their software16,850 shares$3.6MNew · +$4.1M
• BarclaysGeneralist · 0.0% of their software15,452 shares$3.3M−$1.4M
• Stifel FinancialGeneralist · 0.1% of their software13,585 shares$2.9MFlat
• Envestnet Asset ManagementGeneralist · 0.1% of their software13,440 shares$2.9MFlat
• First Trust AdvisorsGeneralist · 0.0% of their software13,389 shares$2.8MFlat
• US Bancorp deGeneralist · 0.1% of their software10,987 shares$2.3MFlat
• D. E. ShawGeneralist · 0.0% of their software10,911 shares$2.3M+$923K
• Aqr Capital ManagementGeneralist · 0.1% of their software10,783 shares$2.3M−$633K
• Voya Investment ManagementGeneralist · 0.0% of their software9,754 shares$2.1MFlat
• AlliancebernsteinGeneralist · 0.0% of their software9,540 shares$2.0MFlat
• Neuberger Berman GroupGeneralist · 0.0% of their software8,872 shares$1.9MFlat
• Squarepoint OpsGeneralist · 0.2% of their software8,401 shares$1.8MNew · +$2.0M
• Bnp Paribas Financial MarketsGeneralist · 0.1% of their software8,197 shares$1.7M−$600K
• Cerity PartnersGeneralist · 0.4% of their software7,287 shares$1.5MFlat
• Susquehanna International GroupGeneralist · 0.1% of their software7,132 shares$1.5MFlat
• AvivaGeneralist · 0.1% of their software6,922 shares$1.5MFlat
• Blair William & Co/ilGeneralist · 0.0% of their software6,653 shares$1.4MFlat
• UBS GroupGeneralist · 0.0% of their software6,295 shares$1.3M−$1.9M
• Deutsche BankGeneralist · 0.0% of their software6,189 shares$1.3MFlat
• Ensign Peak AdvisorsGeneralist · 0.0% of their software4,430 shares$941KFlat
• CitigroupGeneralist · 0.0% of their software4,311 shares$915K−$2.0M
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software3,239 shares$688KFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software2,953 shares$627K−$975K
• Two Sigma InvestmentsGeneralist · 0.0% of their software2,700 shares$573KNew · +$653K
• Bank of MontrealGeneralist · 0.0% of their software2,024 shares$437KFlat
• Creative PlanningGeneralist · 0.1% of their software1,967 shares$418KFlat
• Jennison AssociatesGeneralist · 0.0% of their software1,890 shares$401KFlat
• Marshall WaceGeneralist · 0.0% of their software1,859 shares$395KNew
• ProShare AdvisorsGeneralist · 0.0% of their software1,683 shares$357KFlat
• LPl FinancialGeneralist · 0.0% of their software1,623 shares$345KFlat
• Quantinno Capital ManagementGeneralist · 0.4% of their software1,405 shares$298KFlat
• MarinerGeneralist · 0.0% of their software1,295 shares$275KNew
• American Century CompaniesGeneralist · 0.0% of their software1,133 shares$240KNew
• Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,113 shares$236KFlat
• First Manhattan CO.Generalist · 0.0% of their software993 shares$210KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software891 shares$189KFlat
• Van Eck AssociatesGeneralist · 0.0% of their software728 shares$155KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software178 shares$37KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software143 shares$30KFlat
• Earnest PartnersGeneralist · 0.0% of their software100 shares$21KFlat
• Brown Brothers Harriman & COGeneralist · 0.0% of their software56 shares$12KFlat