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 · 1.4% of their software2,331,053 shares$505M+$46.4M
• Morgan StanleyGeneralist · 0.3% of their software1,219,174 shares$264M+$226M
• BamcoGeneralist · 4.5% of their software1,133,519 shares$246M−$3.6M
• BlackRockPassive · 0.1% of their software1,096,221 shares$237M+$9.3M
• Kayne Anderson Rudnick Investment ManagementGeneralist · 5.4% of their software899,584 shares$195MNew · +$191M
• JPMorgan ChaseGeneralist · 0.4% of their software834,364 shares$181M+$8.3M
• Wasatch AdvisorsGeneralist · 7.2% of their software638,909 shares$138M−$1.8M
• Massachusetts Financial Services COGeneralist · 0.5% of their software600,817 shares$130M+$24.5M
• FidelityGeneralist · 0.1% of their software465,951 shares$101M−$28.3M
• Millennium ManagementGeneralist · 1.6% of their software417,175 shares$90.4M+$1.0M
• State StreetPassive · 0.1% of their software384,487 shares$83.3MFlat
• GeodePassive · 0.1% of their software366,041 shares$79.3M+$4.0M
• Renaissance TechnologiesGeneralist · 1.3% of their software341,370 shares$73.9M−$5.9M
• Artisan Partners Limited PartnershipGeneralist · 1.1% of their software338,784 shares$73.4M−$4.2M
• InvescoPassive · 0.3% of their software334,440 shares$72.4MFlat
• DimensionalPassive · 0.5% of their software301,994 shares$65.4M−$827K
• Praesidium Investment Management CompanySpecialist · 11.4% of their software298,676 shares$64.7M−$6.1M
• Bank of New York MellonPassive · 0.2% of their software285,570 shares$61.9M−$761K
• Norges BankGeneralist · 0.1% of their software247,576 shares$53.6MNew · +$52.6M
• Allspring Global Investments HoldingsGeneralist · 1.0% of their software232,220 shares$50.3M+$28.0M
• American Capital ManagementGeneralist · 4.0% of their software184,448 shares$39.9MFlat
• Principal Financial GroupGeneralist · 0.3% of their software180,545 shares$39.1M−$5.1M
• Charles Schwab Investment ManagementPassive · 0.2% of their software163,777 shares$35.5M+$1.6M
• Loomis Sayles & CO L PGeneralist · 0.4% of their software146,773 shares$31.8MFlat
• Northern TrustPassive · 0.1% of their software117,799 shares$25.5M+$1.7M
• Goldman SachsGeneralist · 0.1% of their software116,096 shares$25.1M+$2.9M
• Lazard Asset ManagementGeneralist · 0.4% of their software104,056 shares$22.5M+$1.4M
• New York State Common Retirement FundGeneralist · 0.3% of their software97,388 shares$21.1M−$2.5M
• Wells FargoGeneralist · 0.1% of their software85,199 shares$18.5M−$918K
• Sei Investments COGeneralist · 0.5% of their software84,422 shares$18.3MFlat
• Nordea Investment Management AbGeneralist · 0.2% of their software77,500 shares$16.8M−$573K
• Swiss National BankGeneralist · 0.1% of their software61,500 shares$13.3MFlat
• California Public Employees Retirement SystemGeneralist · 0.1% of their software54,558 shares$11.8MFlat
• AmeripriseGeneralist · 0.0% of their software45,745 shares$9.9MFlat
• Legal & GeneralPassive · 0.0% of their software42,895 shares$9.3MFlat
• UBS Asset ManagementGeneralist · 0.0% of their software41,518 shares · Not in the total$9.0MFlat
• Rhumbline AdvisersGeneralist · 0.1% of their software32,946 shares$7.1MFlat
• Bnp Paribas Asset Management HoldingGeneralist · 0.2% of their software32,206 shares$7.0MFlat
• National Bank of CanadaGeneralist · 0.4% of their software32,202 shares$7.0M−$5.7M
• California State Teachers Retirement SystemGeneralist · 0.1% of their software32,164 shares$7.0MFlat
• Man GroupGeneralist · 0.3% of their software31,797 shares$6.9MFlat
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software26,661 shares$5.8MFlat
• Fisher Asset ManagementGeneralist · 0.0% of their software25,384 shares$5.5M−$735K
• Daiwa Securities GroupGeneralist · 1.0% of their software23,886 shares$5.2MFlat
• Franklin ResourcesGeneralist · 0.0% of their software23,255 shares$5.0MFlat
• State of Wisconsin Investment BoardGeneralist · 0.2% of their software22,877 shares$5.0MFlat
• Russell Investments GroupGeneralist · 0.1% of their software21,646 shares$4.7MFlat
• Citadel AdvisorsGeneralist · 0.1% of their software18,854 shares$4.1M−$2.9M
• Envestnet Asset ManagementGeneralist · 0.1% of their software15,273 shares$3.3MFlat
• Qube Research & TechnologiesGeneralist · 0.2% of their software14,845 shares$3.2M−$1.2M
• Squarepoint OpsGeneralist · 0.3% of their software14,656 shares$3.2M+$1.3M
• Victory Capital ManagementGeneralist · 0.1% of their software11,442 shares$2.8M−$1.2M
• Stifel FinancialGeneralist · 0.1% of their software12,455 shares$2.7MFlat
• US Bancorp deGeneralist · 0.1% of their software10,790 shares$2.3MFlat
• Quantinno Capital ManagementGeneralist · 1.9% of their software10,701 shares$2.3M+$2.0M
• BarclaysGeneralist · 0.0% of their software10,401 shares$2.3M−$1.1M
• AlliancebernsteinGeneralist · 0.0% of their software9,789 shares$2.1MFlat
• Voya Investment ManagementGeneralist · 0.0% of their software9,640 shares$2.1MFlat
• Deutsche BankGeneralist · 0.0% of their software9,393 shares$2.0M+$680K
• Aqr Capital ManagementGeneralist · 0.1% of their software9,078 shares$2.0MFlat
• Neuberger Berman GroupGeneralist · 0.0% of their software8,221 shares$1.8MFlat
• Blair William & Co/ilGeneralist · 0.0% of their software6,571 shares$1.4MFlat
• Ensign Peak AdvisorsGeneralist · 0.0% of their software6,480 shares$1.4MFlat
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software6,174 shares$1.3MFlat
• CitigroupGeneralist · 0.0% of their software4,473 shares$969KFlat
• D. E. ShawGeneralist · 0.0% of their software4,347 shares$942K−$1.4M
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.1% of their software3,767 shares$816KFlat
• First Trust AdvisorsGeneralist · 0.0% of their software3,738 shares$810K−$2.0M
• UBS GroupGeneralist · 0.0% of their software3,596 shares$779K−$573K
• Mackenzie FinancialGeneralist · 0.0% of their software3,573 shares$774KNew · +$759K
• Royal Bank of CanadaGeneralist · 0.0% of their software3,194 shares$692KFlat
• Cerity PartnersGeneralist · 0.1% of their software3,055 shares$662K−$899K
• Jane Street GroupGeneralist · 0.0% of their software2,897 shares$627K−$3.0M
• Corient Private WealthGeneralist · 0.0% of their software2,833 shares$614K—
• Bank of MontrealGeneralist · 0.0% of their software2,321 shares$510KFlat
• Marshall WaceGeneralist · 0.0% of their software2,218 shares$480KFlat
• Creative PlanningGeneralist · 0.1% of their software2,031 shares$440KFlat
• ProShare AdvisorsGeneralist · 0.0% of their software1,914 shares$415KFlat
• LPl FinancialGeneralist · 0.0% of their software1,768 shares$383KFlat
• MarinerGeneralist · 0.0% of their software1,442 shares$312KFlat
• Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,302 shares$282KFlat
• American Century CompaniesGeneralist · 0.0% of their software1,298 shares$281KFlat
• HSBCGeneralist · 0.0% of their software1,030 shares$223KNew
• Prudential FinancialGeneralist · 0.0% of their software951 shares$206K−$10.7M
• First Manhattan CO.Generalist · 0.0% of their software951 shares$206KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software901 shares$195KFlat
• Van Eck AssociatesGeneralist · 0.0% of their software806 shares$175KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software169 shares$36KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software127 shares$28KFlat
• Earnest PartnersGeneralist · 0.0% of their software100 shares$22KFlat