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 software2,456,424 shares$499M+$27.2M
• Morgan StanleyGeneralist · 0.4% of their software1,621,162 shares$329M+$87.1M
• BamcoGeneralist · 4.1% of their software1,128,519 shares$229MFlat
• BlackRockPassive · 0.1% of their software1,105,066 shares$224MFlat
• Kayne Anderson Rudnick Investment ManagementGeneralist · 4.5% of their software875,928 shares$178M−$5.1M
• JPMorgan ChaseGeneralist · 0.3% of their software857,384 shares$177M+$5.0M
• Massachusetts Financial Services COGeneralist · 0.5% of their software635,328 shares$129M+$7.5M
• Wasatch AdvisorsGeneralist · 5.3% of their software554,747 shares$113M−$18.2M
• FidelityGeneralist · 0.1% of their software410,501 shares$83.3M−$12.0M
• State StreetPassive · 0.0% of their software395,102 shares$80.2M+$2.3M
• GeodePassive · 0.1% of their software377,389 shares$76.6M+$2.5M
• Millennium ManagementGeneralist · 1.2% of their software343,481 shares$69.7M−$16.0M
• InvescoPassive · 0.2% of their software334,371 shares$67.9MFlat
• Renaissance TechnologiesGeneralist · 0.9% of their software311,600 shares$63.3M−$6.4M
• Praesidium Investment Management CompanySpecialist · 9.0% of their software301,840 shares$61.3M+$685K
• DimensionalPassive · 0.4% of their software297,202 shares$60.3M−$1.0M
• Bank of New York MellonPassive · 0.1% of their software283,546 shares$57.6MFlat
• Allspring Global Investments HoldingsGeneralist · 0.8% of their software223,572 shares$45.4M−$1.9M
• American Capital ManagementGeneralist · 3.2% of their software184,056 shares$37.4MFlat
• Charles Schwab Investment ManagementPassive · 0.1% of their software166,060 shares$33.7MFlat
• Principal Financial GroupGeneralist · 0.2% of their software160,328 shares$32.6M−$4.4M
• Loomis Sayles & CO L PGeneralist · 0.3% of their software146,183 shares$29.7MFlat
• Sei Investments COGeneralist · 0.5% of their software128,135 shares$26.0M+$9.5M
• Northern TrustPassive · 0.1% of their software124,071 shares$25.2M+$1.4M
• Wells FargoGeneralist · 0.1% of their software83,275 shares$16.9MFlat
• Lazard Asset ManagementGeneralist · 0.3% of their software80,576 shares$16.4M−$5.1M
• Nordea Investment Management AbGeneralist · 0.1% of their software75,519 shares$15.1MFlat
• AmeripriseGeneralist · 0.1% of their software74,048 shares$15.0M+$6.1M
• Goldman SachsGeneralist · 0.0% of their software67,245 shares$13.7M−$10.6M
• California Public Employees Retirement SystemGeneralist · 0.1% of their software55,298 shares$11.2MFlat
• Swiss National BankGeneralist · 0.1% of their software55,000 shares$11.2M−$1.4M
• New York State Common Retirement FundGeneralist · 0.1% of their software54,362 shares$11.0M−$9.3M
• Legal & GeneralPassive · 0.0% of their software45,011 shares$9.1MFlat
• UBS Asset ManagementGeneralist · 0.0% of their software43,197 shares · Not in the total$8.8MFlat
• Artisan Partners Limited PartnershipGeneralist · 0.1% of their software40,350 shares$8.2M−$64.6M
• Rhumbline AdvisersGeneralist · 0.1% of their software34,849 shares$7.1MFlat
• Bnp Paribas Asset Management HoldingGeneralist · 0.2% of their software32,631 shares$6.6MFlat
• California State Teachers Retirement SystemGeneralist · 0.1% of their software31,681 shares$6.4MFlat
• National Bank of CanadaGeneralist · 0.3% of their software28,201 shares$5.7M−$867K
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software26,641 shares$5.4MFlat
• Corient Private WealthGeneralist · 0.2% of their software26,253 shares$5.3M+$5.1M
• Fisher Asset ManagementGeneralist · 0.0% of their software25,335 shares$5.1MFlat
• Daiwa Securities GroupGeneralist · 0.7% of their software21,816 shares$4.4MFlat
• Franklin ResourcesGeneralist · 0.0% of their software21,138 shares$4.3MFlat
• Citadel AdvisorsGeneralist · 0.1% of their software20,909 shares$4.2MFlat
• State of Wisconsin Investment BoardGeneralist · 0.1% of their software20,600 shares$4.2MFlat
• Jacobs Levy Equity ManagementGeneralist · 0.2% of their software20,367 shares$4.1MNew · +$4.4M
• Victory Capital ManagementGeneralist · 0.1% of their software17,937 shares$3.6M+$1.4M
• Russell Investments GroupGeneralist · 0.1% of their software16,907 shares$3.4M−$1.0M
• Tudor InvestmentGeneralist · 0.6% of their software16,469 shares$3.3MNew · +$3.6M
• Envestnet Asset ManagementGeneralist · 0.1% of their software15,960 shares$3.2MFlat
• Qube Research & TechnologiesGeneralist · 0.2% of their software13,599 shares$2.8MFlat
• Stifel FinancialGeneralist · 0.1% of their software12,372 shares$2.5MFlat
• Jane Street GroupGeneralist · 0.1% of their software11,245 shares$2.3M+$1.8M
• US Bancorp deGeneralist · 0.1% of their software10,266 shares$2.1MFlat
• BarclaysGeneralist · 0.0% of their software10,204 shares$2.1MFlat
• Deutsche BankGeneralist · 0.0% of their software10,100 shares$2.1MFlat
• Voya Investment ManagementGeneralist · 0.0% of their software9,371 shares$1.9MFlat
• Neuberger Berman GroupGeneralist · 0.0% of their software8,438 shares$1.7MFlat
• AlliancebernsteinGeneralist · 0.0% of their software7,810 shares$1.6MFlat
• Two Sigma InvestmentsGeneralist · 0.1% of their software7,300 shares$1.5MNew · +$1.6M
• Ensign Peak AdvisorsGeneralist · 0.0% of their software6,830 shares$1.4MFlat
• UBS GroupGeneralist · 0.0% of their software6,659 shares$1.4M+$663K
• CitigroupGeneralist · 0.0% of their software6,408 shares$1.3MFlat
• Blair William & Co/ilGeneralist · 0.0% of their software6,210 shares$1.3MFlat
• Quantinno Capital ManagementGeneralist · 0.8% of their software5,758 shares$1.2M−$1.1M
• Susquehanna International GroupGeneralist · 0.0% of their software4,591 shares$932KNew · +$994K
• D. E. ShawGeneralist · 0.0% of their software4,244 shares$862KFlat
• Aqr Capital ManagementGeneralist · 0.0% of their software4,239 shares$861K−$1.0M
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software3,985 shares$809KFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software3,648 shares$740KFlat
• Van Eck AssociatesGeneralist · 0.0% of their software3,091 shares$628KFlat
• Cerity PartnersGeneralist · 0.0% of their software3,009 shares$611KFlat
• LPl FinancialGeneralist · 0.0% of their software2,599 shares$528KFlat
• Bank of MontrealGeneralist · 0.0% of their software2,486 shares$505KFlat
• Mackenzie FinancialGeneralist · 0.0% of their software2,253 shares$457KFlat
• Creative PlanningGeneralist · 0.0% of their software2,218 shares$450KFlat
• American Century CompaniesGeneralist · 0.0% of their software1,563 shares$309KFlat
• Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,267 shares$257KFlat
• MarinerGeneralist · 0.0% of their software1,167 shares$237KFlat
• Prudential FinancialGeneralist · 0.0% of their software963 shares$231KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,000 shares$203KFlat
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software837 shares$170K−$1.2M
• Brown Brothers Harriman & COGeneralist · 0.0% of their software125 shares$25KNew
• Fifth Third BancorpGeneralist · 0.0% of their software125 shares$25KFlat
• Earnest PartnersGeneralist · 0.0% of their software100 shares$20KFlat