MORN · Application · 617700109
Morningstar
Q4 2023 · compared with Q3 2023
- Tracked value
- $4.6B
- Tracked filers
- 89
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 software2,392,043 shares$685MFlat
- Morgan StanleyGeneralist · 0.4% of their software1,936,055 shares$554M−$5.0M
- BamcoGeneralist · 5.4% of their software1,322,451 shares$379MFlat
- Bank of AmericaGeneralist · 0.7% of their software1,292,308 shares$370MFlat
- Kayne Anderson Rudnick Investment ManagementGeneralist · 6.7% of their software1,246,569 shares$357MFlat
- Massachusetts Financial Services COGeneralist · 1.0% of their software1,075,731 shares$308M+$15.9M
- State StreetPassive · 0.1% of their software741,535 shares$212M+$6.6M
- Wasatch AdvisorsGeneralist · 6.1% of their software533,935 shares$153MFlat
- Wellington Management GroupGeneralist · 0.3% of their software509,486 shares$146M+$37.5M
- GeodePassive · 0.1% of their software439,038 shares$126M+$3.9M
- FidelityGeneralist · 0.1% of their software408,640 shares$117M−$6.1M
- Bank of New York MellonPassive · 0.2% of their software386,476 shares$111MFlat
- Norges BankGeneralist · 0.1% of their software299,798 shares$85.8MNew · +$70.2M
- DimensionalPassive · 0.4% of their software296,015 shares$84.7MFlat
- Allspring Global Investments HoldingsGeneralist · 1.4% of their software285,398 shares$81.7M+$16.1M
- JPMorgan ChaseGeneralist · 0.1% of their software272,523 shares$78.0M−$16.6M
- Renaissance TechnologiesGeneralist · 0.8% of their software215,900 shares$61.8M−$11.5M
- AmeripriseGeneralist · 0.2% of their software202,597 shares$58.0M−$12.0M
- Northern TrustPassive · 0.1% of their software194,935 shares$55.8M+$741K
- Principal Financial GroupGeneralist · 0.3% of their software187,963 shares$53.8M−$4.3M
- Charles Schwab Investment ManagementPassive · 0.1% of their software181,600 shares$52.0M+$1.2M
- Praesidium Investment Management CompanySpecialist · 9.2% of their software177,195 shares$50.7M−$5.5M
- Goldman SachsGeneralist · 0.1% of their software163,311 shares$46.7M−$26.1M
- American Capital ManagementGeneralist · 3.5% of their software142,727 shares$40.9M−$4.5M
- Sei Investments COGeneralist · 0.5% of their software123,450 shares$35.3M−$1.0M
- Wells FargoGeneralist · 0.1% of their software101,731 shares$29.1M−$1.4M
- Rhumbline AdvisersGeneralist · 0.2% of their software77,432 shares$22.2MFlat
- Balyasny Asset ManagementGeneralist · 1.2% of their software67,375 shares$19.3M−$855K
- Nordea Investment Management AbGeneralist · 0.2% of their software65,606 shares$18.8MFlat
- InvescoPassive · 0.0% of their software58,975 shares$16.9M−$45.2M
- Swiss National BankGeneralist · 0.1% of their software50,500 shares$14.5M−$1.3M
- UBS Asset ManagementGeneralist · 0.0% of their software46,904 shares · Not in the total$13.4M+$645K
- Legal & GeneralPassive · 0.0% of their software43,183 shares$12.4M+$639K
- California Public Employees Retirement SystemGeneralist · 0.1% of their software39,891 shares$11.4M−$2.6M
- Envestnet Asset ManagementGeneralist · 0.1% of their software39,537 shares$11.3M+$1.2M
- Canada Pension Plan Investment BoardGeneralist · 0.2% of their software35,000 shares$10.0M−$1.4M
- AlliancebernsteinGeneralist · 0.0% of their software33,607 shares$9.6MFlat
- Jane Street GroupGeneralist · 0.1% of their software27,439 shares$7.9M+$4.7M
- California State Teachers Retirement SystemGeneralist · 0.1% of their software27,069 shares$7.7MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software26,423 shares$7.6MFlat
- BarclaysGeneralist · 0.0% of their software23,841 shares$6.8M−$17.4M
- Daiwa Securities GroupGeneralist · 0.7% of their software23,605 shares$6.8M−$546K
- Fisher Asset ManagementGeneralist · 0.0% of their software22,881 shares$6.5M−$1.3M
- Bank of Nova ScotiaGeneralist · 0.2% of their software22,869 shares$6.5M−$27.2M
- National Bank of CanadaGeneralist · 0.1% of their software23,158 shares$6.4M−$23.9M
- Russell Investments GroupGeneralist · 0.1% of their software22,331 shares$6.4M−$949K
- Manufacturers Life Insurance Company, TheGeneralist · 0.1% of their software21,904 shares$6.3MFlat
- Man GroupGeneralist · 0.1% of their software20,401 shares$5.8MNew · +$4.8M
- New York State Common Retirement FundGeneralist · 0.1% of their software19,050 shares$5.5MFlat
- Stifel FinancialGeneralist · 0.1% of their software18,225 shares$5.2MFlat
- Victory Capital ManagementGeneralist · 0.1% of their software15,586 shares$4.5MFlat
- State of Wisconsin Investment BoardGeneralist · 0.1% of their software13,176 shares$3.8M−$1.3M
- Neuberger Berman GroupGeneralist · 0.0% of their software12,754 shares$3.7MFlat
- Corient Private WealthGeneralist · 0.1% of their software12,588 shares$3.6MFlat
- Ensign Peak AdvisorsGeneralist · 0.1% of their software11,455 shares$3.3M+$828K
- US Bancorp deGeneralist · 0.1% of their software11,392 shares$3.3MFlat
- Voya Investment ManagementGeneralist · 0.0% of their software11,319 shares$3.2MFlat
- UBS GroupGeneralist · 0.0% of their software11,303 shares$3.2M+$2.0M
- 1832 Asset ManagementGeneralist · 0.0% of their software11,200 shares$3.2MFlat
- First Trust AdvisorsGeneralist · 0.0% of their software10,986 shares$3.1M+$2.3M
- Bnp Paribas Asset Management HoldingGeneralist · 0.1% of their software10,435 shares$3.0M−$4.2M
- LPl FinancialGeneralist · 0.0% of their software7,477 shares$2.1MFlat
- Two Sigma InvestmentsGeneralist · 0.0% of their software7,100 shares$2.0MFlat
- CitigroupGeneralist · 0.0% of their software6,221 shares$1.8MFlat
- Aqr Capital ManagementGeneralist · 0.0% of their software5,627 shares$1.6M−$559K
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.1% of their software5,614 shares$1.6MFlat
- Blair William & Co/ilGeneralist · 0.0% of their software5,079 shares$1.5MFlat
- Prudential FinancialGeneralist · 0.0% of their software4,732 shares$1.4M+$733K
- Bank of MontrealGeneralist · 0.0% of their software4,661 shares$1.3MFlat
- Susquehanna International GroupGeneralist · 0.0% of their software4,295 shares$1.2M−$3.7M
- HSBCGeneralist · 0.0% of their software3,059 shares$875KFlat
- Cerity PartnersGeneralist · 0.0% of their software3,029 shares$867KNew · +$710K
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software2,994 shares$857KFlat
- Federated HermesGeneralist · 0.0% of their software2,951 shares$845KFlat
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software2,907 shares$832KFlat
- Franklin ResourcesGeneralist · 0.0% of their software2,868 shares$821K−$1.5M
- Creative PlanningGeneralist · 0.0% of their software2,693 shares$771KFlat
- Deutsche BankGeneralist · 0.0% of their software2,404 shares$688KFlat
- Quantinno Capital ManagementGeneralist · 0.2% of their software1,812 shares$519KFlat
- American Century CompaniesGeneralist · 0.0% of their software1,748 shares$500KFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software1,684 shares$482KFlat
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.0% of their software1,462 shares$418KNew
- Millennium ManagementGeneralist · 0.0% of their software1,403 shares$402KNew
- ProShare AdvisorsGeneralist · 0.0% of their software1,370 shares$392KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,222 shares$350KFlat
- MarinerGeneralist · 0.0% of their software1,214 shares$348KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software232 shares$66KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software125 shares$36KFlat
- Mitsubishi Ufj Asset ManagementGeneralist · 0.0% of their software15 shares$4KFlat
- Toronto-Dominion BankGeneralist · 0.0% of their software1 shares$286Flat