MORN · Application · 617700109
Morningstar
Q1 2024 · compared with Q4 2023
- Tracked value
- $5.2B
- Tracked filers
- 90
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 software2,447,222 shares$755M+$15.8M
- Morgan StanleyGeneralist · 0.5% of their software1,936,979 shares$597MFlat
- Bank of AmericaGeneralist · 0.9% of their software1,699,151 shares$524M+$116M
- BamcoGeneralist · 5.6% of their software1,308,671 shares$404M−$3.9M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 7.2% of their software1,226,820 shares$378M−$5.7M
- Massachusetts Financial Services COGeneralist · 1.0% of their software1,094,680 shares$338M+$5.4M
- Wellington Management GroupGeneralist · 0.5% of their software790,041 shares$244M+$80.3M
- State StreetPassive · 0.1% of their software771,444 shares$238M+$8.6M
- Wasatch AdvisorsGeneralist · 6.0% of their software562,099 shares$173M+$8.1M
- GeodePassive · 0.1% of their software459,385 shares$142M+$5.8M
- FidelityGeneralist · 0.1% of their software447,489 shares$138M+$11.1M
- Bank of New York MellonPassive · 0.2% of their software359,151 shares$111M−$7.8M
- Allspring Global Investments HoldingsGeneralist · 1.5% of their software291,490 shares$89.9M+$1.7M
- DimensionalPassive · 0.4% of their software267,353 shares$82.4M−$8.2M
- JPMorgan ChaseGeneralist · 0.1% of their software263,212 shares$81.2M−$2.7M
- Goldman SachsGeneralist · 0.2% of their software213,753 shares$65.9M+$14.4M
- Principal Financial GroupGeneralist · 0.3% of their software187,631 shares$57.9MFlat
- Renaissance TechnologiesGeneralist · 0.7% of their software186,500 shares$57.5M−$8.4M
- Charles Schwab Investment ManagementPassive · 0.1% of their software184,172 shares$56.8M+$736K
- Northern TrustPassive · 0.1% of their software171,468 shares$52.9M−$6.7M
- M&GGeneralist · 3.8% of their software169,783 shares$52.3M—
- American Capital ManagementGeneralist · 3.6% of their software143,256 shares$44.2MFlat
- Praesidium Investment Management CompanySpecialist · 9.2% of their software140,192 shares$43.2M−$10.6M
- Sei Investments COGeneralist · 0.5% of their software126,932 shares$39.1M+$997K
- Millennium ManagementGeneralist · 0.4% of their software126,064 shares$38.9M+$35.7M
- Wells FargoGeneralist · 0.1% of their software102,054 shares$31.5MFlat
- Envestnet Asset ManagementGeneralist · 0.2% of their software80,807 shares$24.9M+$11.8M
- Rhumbline AdvisersGeneralist · 0.2% of their software74,880 shares$23.1M−$730K
- Nordea Investment Management AbGeneralist · 0.2% of their software65,167 shares$20.1MFlat
- UBS Asset ManagementGeneralist · 0.0% of their software50,984 shares · Not in the total$15.7M+$1.2M
- Swiss National BankGeneralist · 0.1% of their software50,600 shares$15.6MFlat
- California Public Employees Retirement SystemGeneralist · 0.1% of their software46,416 shares$14.3M+$1.9M
- Legal & GeneralPassive · 0.0% of their software43,401 shares$13.4MFlat
- Bank of Nova ScotiaGeneralist · 0.3% of their software41,567 shares$12.8M+$5.4M
- InvescoPassive · 0.0% of their software41,032 shares$12.7M−$5.1M
- BarclaysGeneralist · 0.0% of their software34,993 shares$10.8M+$3.2M
- Balyasny Asset ManagementGeneralist · 0.5% of their software34,465 shares$10.6M−$9.4M
- AlliancebernsteinGeneralist · 0.0% of their software34,244 shares$10.6MFlat
- AmeripriseGeneralist · 0.0% of their software30,847 shares$9.5M−$49.2M
- First Trust AdvisorsGeneralist · 0.1% of their software29,157 shares$9.0M+$5.2M
- National Bank of CanadaGeneralist · 0.2% of their software28,229 shares$8.4M+$1.5M
- California State Teachers Retirement SystemGeneralist · 0.1% of their software25,660 shares$7.9MFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.1% of their software23,477 shares$7.2MFlat
- Russell Investments GroupGeneralist · 0.1% of their software22,413 shares$6.9MFlat
- Fisher Asset ManagementGeneralist · 0.0% of their software19,993 shares$6.2M−$827K
- UBS GroupGeneralist · 0.0% of their software19,446 shares$6.0M+$2.3M
- Stifel FinancialGeneralist · 0.1% of their software18,582 shares$5.7MFlat
- Daiwa Securities GroupGeneralist · 0.5% of their software17,945 shares$5.5M−$1.6M
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software26,641 shares$5.4MFlat
- New York State Common Retirement FundGeneralist · 0.1% of their software17,493 shares$5.4MFlat
- Man GroupGeneralist · 0.1% of their software17,430 shares$5.4M−$850K
- Neuberger Berman GroupGeneralist · 0.0% of their software15,488 shares$4.8M+$783K
- Canada Pension Plan Investment BoardGeneralist · 0.1% of their software14,958 shares$4.6M−$5.7M
- Victory Capital ManagementGeneralist · 0.1% of their software14,216 shares$4.4MFlat
- Jane Street GroupGeneralist · 0.1% of their software13,579 shares$4.2M−$4.0M
- Ensign Peak AdvisorsGeneralist · 0.1% of their software13,375 shares$4.1M+$550K
- Bank of MontrealGeneralist · 0.0% of their software13,295 shares$4.1M+$2.5M
- Corient Private WealthGeneralist · 0.1% of their software12,498 shares$3.9MFlat
- CitigroupGeneralist · 0.0% of their software12,385 shares$3.8M+$1.8M
- Prudential FinancialGeneralist · 0.1% of their software12,216 shares$3.8M+$2.1M
- State of Wisconsin Investment BoardGeneralist · 0.1% of their software11,930 shares$3.7MFlat
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.0% of their software11,756 shares$3.6M+$2.9M
- US Bancorp deGeneralist · 0.1% of their software11,266 shares$3.5MFlat
- 1832 Asset ManagementGeneralist · 0.1% of their software11,200 shares$3.5MFlat
- Aqr Capital ManagementGeneralist · 0.1% of their software10,995 shares$3.4M+$1.5M
- Voya Investment ManagementGeneralist · 0.0% of their software10,869 shares$3.4MFlat
- Bnp Paribas Asset Management HoldingGeneralist · 0.1% of their software10,840 shares$3.3MFlat
- Qube Research & TechnologiesGeneralist · 0.1% of their software10,815 shares$3.3MNew · +$3.1M
- Cerity PartnersGeneralist · 0.1% of their software10,664 shares$3.3M+$2.2M
- Two Sigma InvestmentsGeneralist · 0.1% of their software6,800 shares$2.1MFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software6,114 shares$1.9M+$893K
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software5,271 shares$1.6MFlat
- Blair William & Co/ilGeneralist · 0.0% of their software4,616 shares$1.4MFlat
- LPl FinancialGeneralist · 0.0% of their software3,601 shares$1.1M−$1.1M
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software3,255 shares$1.0MFlat
- HSBCGeneralist · 0.0% of their software3,236 shares$997KFlat
- Creative PlanningGeneralist · 0.0% of their software2,831 shares$873KFlat
- Federated HermesGeneralist · 0.0% of their software2,784 shares$859KFlat
- American Century CompaniesGeneralist · 0.0% of their software2,437 shares$751KFlat
- Franklin ResourcesGeneralist · 0.0% of their software2,277 shares$702KFlat
- Quantinno Capital ManagementGeneralist · 0.1% of their software1,924 shares$593KFlat
- Deutsche BankGeneralist · 0.0% of their software1,662 shares$513KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,311 shares$404KFlat
- MarinerGeneralist · 0.0% of their software1,285 shares$396KFlat
- ProShare AdvisorsGeneralist · 0.0% of their software1,272 shares$392KFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software814 shares$252KFlat
- Fifth Third BancorpGeneralist · 0.0% of their software234 shares$72KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software125 shares$39KFlat
- Citadel AdvisorsGeneralist · 0.0% of their software108 shares$33KNew
- Jones Financial Companies LllpGeneralist · 0.0% of their software38 shares$12KNew
- Mitsubishi Ufj Asset ManagementGeneralist · 0.0% of their software15 shares$5KFlat
