MORN · Application · 617700109
Morningstar
Q3 2023 · compared with Q2 2023
- Tracked value
- $3.8B
- Tracked filers
- 88
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
- BlackRockPassive · 0.2% of their software2,375,205 shares$556M+$241M
- Morgan StanleyGeneralist · 0.4% of their software1,957,310 shares$458MFlat
- BamcoGeneralist · 5.1% of their software1,326,608 shares$311M+$19.3M
- Bank of AmericaGeneralist · 0.7% of their software1,279,554 shares$300M−$3.0M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 6.4% of their software1,252,661 shares$293MFlat
- Massachusetts Financial Services COGeneralist · 0.8% of their software1,007,748 shares$236M+$74.6M
- State StreetPassive · 0.1% of their software713,506 shares$167M+$61.7M
- Wasatch AdvisorsGeneralist · 5.9% of their software528,695 shares$124M+$4.0M
- FidelityGeneralist · 0.1% of their software434,539 shares$102MFlat
- GeodePassive · 0.1% of their software422,529 shares$99.0M+$5.9M
- Bank of New York MellonPassive · 0.2% of their software389,627 shares$91.3M+$23.0M
- Wellington Management GroupGeneralist · 0.2% of their software349,205 shares$81.8MNew · +$68.5M
- JPMorgan ChaseGeneralist · 0.1% of their software343,564 shares$80.5M−$84.3M
- DimensionalPassive · 0.4% of their software295,852 shares$69.3MFlat
- Goldman SachsGeneralist · 0.2% of their software274,859 shares$64.4M−$94.1M
- Renaissance TechnologiesGeneralist · 0.9% of their software264,800 shares$62.0M−$5.5M
- AmeripriseGeneralist · 0.2% of their software253,971 shares$59.5M+$12.1M
- InvescoPassive · 0.2% of their software252,068 shares$59.0M−$15.7M
- Allspring Global Investments HoldingsGeneralist · 0.9% of their software216,824 shares$50.8M+$4.9M
- Principal Financial GroupGeneralist · 0.3% of their software206,133 shares$48.3M+$17.5M
- Praesidium Investment Management CompanySpecialist · 10.4% of their software200,750 shares$47.0M−$14.4M
- Northern TrustPassive · 0.1% of their software191,771 shares$44.9M+$13.8M
- Charles Schwab Investment ManagementPassive · 0.1% of their software176,412 shares$41.3M+$1.7M
- American Capital ManagementGeneralist · 3.6% of their software161,787 shares$37.9M−$1.2M
- Bank of Nova ScotiaGeneralist · 1.5% of their software139,000 shares$32.6M−$877K
- Sei Investments COGeneralist · 0.5% of their software127,813 shares$29.9MFlat
- National Bank of CanadaGeneralist · 0.7% of their software125,203 shares$28.7M−$3.3M
- Wells FargoGeneralist · 0.1% of their software107,678 shares$25.2M−$603K
- BarclaysGeneralist · 0.1% of their software98,083 shares$23.0M+$11.0M
- Rhumbline AdvisersGeneralist · 0.2% of their software79,061 shares$18.5M+$8.8M
- Balyasny Asset ManagementGeneralist · 0.8% of their software71,024 shares$16.6MNew · +$13.9M
- Nordea Investment Management AbGeneralist · 0.2% of their software67,093 shares$16.0MFlat
- Swiss National BankGeneralist · 0.1% of their software56,200 shares$13.2MFlat
- California Public Employees Retirement SystemGeneralist · 0.1% of their software50,916 shares$11.9M−$625K
- UBS Asset ManagementGeneralist · 0.0% of their software44,150 shares · Not in the total$10.3MFlat
- Canada Pension Plan Investment BoardGeneralist · 0.2% of their software41,000 shares$9.6M+$4.9M
- Legal & GeneralPassive · 0.0% of their software40,455 shares$9.5M+$2.5M
- Envestnet Asset ManagementGeneralist · 0.1% of their software34,573 shares$8.1M+$3.5M
- AlliancebernsteinGeneralist · 0.0% of their software33,367 shares$7.8M+$5.0M
- Fisher Asset ManagementGeneralist · 0.0% of their software28,462 shares$6.7MFlat
- Bnp Paribas Asset Management HoldingGeneralist · 0.1% of their software28,332 shares$6.6MFlat
- California State Teachers Retirement SystemGeneralist · 0.1% of their software28,298 shares$6.6M−$548K
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software26,383 shares$6.2MFlat
- Russell Investments GroupGeneralist · 0.1% of their software26,382 shares$6.2M+$2.2M
- Daiwa Securities GroupGeneralist · 0.8% of their software25,935 shares$6.1M−$980K
- Manufacturers Life Insurance Company, TheGeneralist · 0.1% of their software22,790 shares$5.3M+$4.2M
- New York State Common Retirement FundGeneralist · 0.1% of their software21,052 shares$4.9M−$6.4M
- Susquehanna International GroupGeneralist · 0.1% of their software20,208 shares$4.7M+$1.5M
- State of Wisconsin Investment BoardGeneralist · 0.1% of their software18,811 shares$4.4MFlat
- Stifel FinancialGeneralist · 0.1% of their software18,099 shares$4.2MFlat
- Victory Capital ManagementGeneralist · 0.1% of their software16,238 shares$3.8M+$843K
- Corient Private WealthGeneralist · 0.1% of their software13,576 shares$3.2MFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software12,586 shares$2.9MFlat
- Voya Investment ManagementGeneralist · 0.0% of their software11,566 shares$2.7MFlat
- US Bancorp deGeneralist · 0.1% of their software11,427 shares$2.7MFlat
- 1832 Asset ManagementGeneralist · 0.0% of their software11,200 shares$2.6MNew · +$2.2M
- Franklin ResourcesGeneralist · 0.0% of their software9,220 shares$2.2M−$1.9M
- Aqr Capital ManagementGeneralist · 0.0% of their software8,015 shares$1.9MFlat
- Marshall WaceGeneralist · 0.0% of their software8,000 shares$1.9MNew · +$1.6M
- Ensign Peak AdvisorsGeneralist · 0.0% of their software7,920 shares$1.9MFlat
- Jane Street GroupGeneralist · 0.0% of their software7,571 shares$1.8MFlat
- Two Sigma InvestmentsGeneralist · 0.1% of their software7,170 shares$1.7M−$2.3M
- Citadel AdvisorsGeneralist · 0.0% of their software6,433 shares$1.5M−$6.1M
- Blair William & Co/ilGeneralist · 0.0% of their software5,988 shares$1.4MFlat
- LPl FinancialGeneralist · 0.0% of their software5,763 shares$1.3MFlat
- CitigroupGeneralist · 0.0% of their software5,275 shares$1.2MFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software5,065 shares$1.2MFlat
- Bank of MontrealGeneralist · 0.0% of their software4,665 shares$1.2MFlat
- Federated HermesGeneralist · 0.0% of their software3,542 shares$830KNew · +$694K
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software2,752 shares$645K—
- Quantinno Capital ManagementGeneralist · 0.3% of their software2,689 shares$630KFlat
- UBS GroupGeneralist · 0.0% of their software2,647 shares$620K−$1.2M
- Creative PlanningGeneralist · 0.0% of their software2,431 shares$569KFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software2,332 shares$546KFlat
- Prudential FinancialGeneralist · 0.0% of their software1,602 shares$375KNew
- American Century CompaniesGeneralist · 0.0% of their software1,582 shares$371KFlat
- Jacobs Levy Equity ManagementGeneralist · 0.0% of their software1,579 shares$370K−$1.2M
- Royal Bank of CanadaGeneralist · 0.0% of their software1,510 shares$354KFlat
- ProShare AdvisorsGeneralist · 0.0% of their software1,405 shares$329KNew
- MarinerGeneralist · 0.0% of their software1,178 shares$276KFlat
- Deutsche BankGeneralist · 0.0% of their software1,143 shares$268K−$1.7M
- First Trust AdvisorsGeneralist · 0.0% of their software1,101 shares$258KNew
- HSBCGeneralist · 0.0% of their software995 shares$233K−$557K
- Pnc Financial Services GroupGeneralist · 0.0% of their software965 shares$226KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software194 shares$45KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software125 shares$29KFlat
- Earnest PartnersGeneralist · 0.0% of their software100 shares$23KFlat
- Mitsubishi Ufj Asset ManagementGeneralist · 0.0% of their software15 shares$4KNew
- Toronto-Dominion BankGeneralist · 0.0% of their software1 shares$234New