MORN · Application · 617700109
Morningstar
Q2 2023 · compared with Q1 2023
- Tracked value
- $2.9B
- Tracked filers
- 85
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
- Morgan StanleyGeneralist · 0.3% of their software1,938,191 shares$380M+$64.4M
- Bank of AmericaGeneralist · 0.5% of their software1,294,795 shares$254M−$236M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 5.3% of their software1,254,599 shares$246M+$76.9M
- BamcoGeneralist · 3.9% of their software1,228,417 shares$241M+$20.3M
- BlackRockPassive · 0.1% of their software1,148,416 shares$225M+$8.8M
- JPMorgan ChaseGeneralist · 0.2% of their software773,416 shares$152M−$17.0M
- Goldman SachsGeneralist · 0.5% of their software754,704 shares$148M+$140M
- Massachusetts Financial Services COGeneralist · 0.4% of their software627,357 shares$123M−$1.6M
- Wasatch AdvisorsGeneralist · 4.3% of their software508,261 shares$99.7M−$9.4M
- FidelityGeneralist · 0.1% of their software434,749 shares$85.2M+$4.9M
- State StreetPassive · 0.0% of their software399,032 shares$78.2MFlat
- GeodePassive · 0.1% of their software392,511 shares$77.0M+$3.1M
- Millennium ManagementGeneralist · 0.9% of their software332,294 shares$65.2M−$2.3M
- InvescoPassive · 0.2% of their software332,175 shares$65.1MFlat
- DimensionalPassive · 0.3% of their software294,731 shares$57.8MFlat
- Renaissance TechnologiesGeneralist · 0.7% of their software292,800 shares$57.4M−$3.8M
- Praesidium Investment Management CompanySpecialist · 7.9% of their software274,070 shares$53.7M−$5.6M
- Bank of New York MellonPassive · 0.1% of their software272,113 shares$53.4M−$2.3M
- AmeripriseGeneralist · 0.1% of their software192,421 shares$37.7M+$24.0M
- Allspring Global Investments HoldingsGeneralist · 0.6% of their software191,691 shares$37.6M−$6.5M
- Charles Schwab Investment ManagementPassive · 0.1% of their software167,938 shares$32.9MFlat
- American Capital ManagementGeneralist · 2.8% of their software167,782 shares$32.9M−$3.3M
- Bank of Nova ScotiaGeneralist · 1.1% of their software143,475 shares$28.1MNew · +$29.1M
- National Bank of CanadaGeneralist · 0.8% of their software142,201 shares$28.0M+$23.1M
- Sei Investments COGeneralist · 0.4% of their software126,176 shares$24.7MFlat
- Northern TrustPassive · 0.0% of their software121,343 shares$23.8M−$554K
- Principal Financial GroupGeneralist · 0.2% of their software117,034 shares$22.9M−$8.8M
- Wells FargoGeneralist · 0.1% of their software110,751 shares$21.7M+$5.6M
- Lazard Asset ManagementGeneralist · 0.2% of their software74,263 shares$14.6M−$1.3M
- Nordea Investment Management AbGeneralist · 0.1% of their software67,251 shares$13.0M−$1.7M
- Swiss National BankGeneralist · 0.1% of their software55,600 shares$10.9MFlat
- California Public Employees Retirement SystemGeneralist · 0.1% of their software54,102 shares$10.6MFlat
- New York State Common Retirement FundGeneralist · 0.1% of their software53,833 shares$10.6MFlat
- UBS Asset ManagementGeneralist · 0.0% of their software43,197 shares · Not in the total$8.8MFlat
- BarclaysGeneralist · 0.0% of their software42,218 shares$8.3M+$6.5M
- Citadel AdvisorsGeneralist · 0.1% of their software37,505 shares$7.4M+$3.4M
- Rhumbline AdvisersGeneralist · 0.1% of their software33,931 shares$6.7MFlat
- California State Teachers Retirement SystemGeneralist · 0.1% of their software31,091 shares$6.1MFlat
- Daiwa Securities GroupGeneralist · 0.8% of their software30,935 shares$6.1M+$1.9M
- Fisher Asset ManagementGeneralist · 0.0% of their software28,462 shares$5.6M+$635K
- Bnp Paribas Asset Management HoldingGeneralist · 0.1% of their software28,408 shares$5.6M−$857K
- Legal & GeneralPassive · 0.0% of their software27,679 shares$5.4M−$3.5M
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software26,343 shares$5.2MFlat
- Man GroupGeneralist · 0.1% of their software23,056 shares$4.5MNew · +$4.7M
- State of Wisconsin Investment BoardGeneralist · 0.1% of their software19,911 shares$3.9MFlat
- Two Sigma InvestmentsGeneralist · 0.1% of their software19,085 shares$3.7M+$2.4M
- Franklin ResourcesGeneralist · 0.0% of their software18,706 shares$3.7MFlat
- Stifel FinancialGeneralist · 0.1% of their software18,247 shares$3.6M+$1.2M
- Tudor InvestmentGeneralist · 0.5% of their software17,134 shares$3.4MFlat
- Envestnet Asset ManagementGeneralist · 0.0% of their software16,825 shares$3.3MFlat
- Canada Pension Plan Investment BoardGeneralist · 0.1% of their software16,000 shares$3.1MNew · +$3.2M
- Russell Investments GroupGeneralist · 0.1% of their software15,405 shares$3.0MFlat
- Corient Private WealthGeneralist · 0.1% of their software15,000 shares$2.9M−$2.3M
- Susquehanna International GroupGeneralist · 0.0% of their software12,690 shares$2.5M+$1.6M
- Neuberger Berman GroupGeneralist · 0.0% of their software12,272 shares$2.4M+$778K
- Voya Investment ManagementGeneralist · 0.0% of their software11,945 shares$2.3M+$523K
- Victory Capital ManagementGeneralist · 0.0% of their software11,939 shares$2.3M−$1.2M
- US Bancorp deGeneralist · 0.1% of their software10,775 shares$2.1MFlat
- Deutsche BankGeneralist · 0.0% of their software9,833 shares$1.9MFlat
- Ensign Peak AdvisorsGeneralist · 0.0% of their software9,515 shares$1.9M+$545K
- UBS GroupGeneralist · 0.0% of their software8,987 shares$1.8MFlat
- AlliancebernsteinGeneralist · 0.0% of their software7,923 shares$1.6MFlat
- Jacobs Levy Equity ManagementGeneralist · 0.1% of their software7,801 shares$1.5M−$2.6M
- Aqr Capital ManagementGeneralist · 0.0% of their software7,402 shares$1.5M+$642K
- Jane Street GroupGeneralist · 0.0% of their software6,909 shares$1.4M−$880K
- Blair William & Co/ilGeneralist · 0.0% of their software5,996 shares$1.2MFlat
- CitigroupGeneralist · 0.0% of their software5,917 shares$1.2MFlat
- D. E. ShawGeneralist · 0.0% of their software5,445 shares$1.1MFlat
- Cerity PartnersGeneralist · 0.1% of their software4,476 shares$878KFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software4,415 shares$866KFlat
- LPl FinancialGeneralist · 0.0% of their software3,949 shares$774KFlat
- HSBCGeneralist · 0.0% of their software3,838 shares$752KNew · +$779K
- Bank of MontrealGeneralist · 0.0% of their software2,651 shares$548KFlat
- Creative PlanningGeneralist · 0.0% of their software2,362 shares$463KFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software2,085 shares$409KFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software1,757 shares$345KFlat
- Quantinno Capital ManagementGeneralist · 0.2% of their software1,736 shares$340K−$817K
- American Century CompaniesGeneralist · 0.0% of their software1,570 shares$308KFlat
- Squarepoint OpsGeneralist · 0.0% of their software1,473 shares$289KNew
- Qube Research & TechnologiesGeneralist · 0.0% of their software1,265 shares$248K−$2.5M
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software1,248 shares$245KFlat
- MarinerGeneralist · 0.0% of their software1,083 shares$212KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software867 shares$170KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software125 shares$25KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software125 shares$25KFlat
- Earnest PartnersGeneralist · 0.0% of their software100 shares$20KFlat