MORN · Application · 617700109
Morningstar
Q3 2024 · compared with Q2 2024
- Tracked value
- $5.6B
- Tracked filers
- 93
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 software2,576,859 shares$822M+$11.9M
- Morgan StanleyGeneralist · 0.5% of their software2,076,534 shares$663M+$16.7M
- Bank of AmericaGeneralist · 0.8% of their software1,556,588 shares$497M+$8.9M
- BamcoGeneralist · 6.0% of their software1,305,588 shares$417MFlat
- Massachusetts Financial Services COGeneralist · 1.1% of their software1,201,708 shares$383M+$30.2M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 6.3% of their software1,043,082 shares$333M−$25.4M
- Wellington Management GroupGeneralist · 0.6% of their software950,512 shares$303MFlat
- State StreetPassive · 0.1% of their software804,293 shares$257M+$8.5M
- Wasatch AdvisorsGeneralist · 6.7% of their software696,023 shares$222M+$25.2M
- GeodePassive · 0.1% of their software497,411 shares$159M+$3.1M
- Millennium ManagementGeneralist · 1.8% of their software495,106 shares$158M+$51.8M
- FidelityGeneralist · 0.1% of their software400,520 shares$128M+$11.6M
- DimensionalPassive · 0.3% of their software291,859 shares$93.1M+$5.9M
- Bank of New York MellonPassive · 0.2% of their software282,862 shares$90.3M−$13.3M
- Allspring Global Investments HoldingsGeneralist · 1.6% of their software273,398 shares$87.2M−$2.7M
- Goldman SachsGeneralist · 0.2% of their software215,655 shares$68.8M+$13.3M
- JPMorgan ChaseGeneralist · 0.1% of their software202,140 shares$64.5M−$12.4M
- Northern TrustPassive · 0.1% of their software194,016 shares$61.9MFlat
- Charles Schwab Investment ManagementPassive · 0.1% of their software191,765 shares$61.2M+$1.5M
- Renaissance TechnologiesGeneralist · 0.7% of their software183,470 shares$58.5M+$2.0M
- M&GGeneralist · 4.2% of their software182,808 shares$58.3M+$2.9M
- American Capital ManagementGeneralist · 3.6% of their software144,231 shares$46.0MFlat
- Sei Investments COGeneralist · 0.6% of their software135,055 shares$43.1M+$2.1M
- Citadel AdvisorsGeneralist · 0.6% of their software118,070 shares$37.7M+$9.5M
- InvescoPassive · 0.1% of their software117,140 shares$37.4M+$21.4M
- Praesidium Investment Management CompanySpecialist · 7.3% of their software98,766 shares$31.5MFlat
- UBS Asset ManagementGeneralist · 0.1% of their software88,679 shares · Not in the total$28.3M+$1.8M
- Wells FargoGeneralist · 0.1% of their software88,576 shares$28.3MFlat
- Principal Financial GroupGeneralist · 0.1% of their software84,845 shares$27.1M−$7.4M
- Rhumbline AdvisersGeneralist · 0.2% of their software77,233 shares$24.6MFlat
- Envestnet Asset ManagementGeneralist · 0.2% of their software76,996 shares$24.6M+$1.2M
- Nordea Investment Management AbGeneralist · 0.1% of their software55,542 shares$17.6M−$867K
- Swiss National BankGeneralist · 0.1% of their software54,200 shares$17.3MFlat
- Legal & GeneralPassive · 0.0% of their software51,062 shares$16.3M+$793K
- California Public Employees Retirement SystemGeneralist · 0.1% of their software48,065 shares$15.3MFlat
- AlliancebernsteinGeneralist · 0.0% of their software33,001 shares$10.5M−$732K
- Qube Research & TechnologiesGeneralist · 0.2% of their software32,073 shares$10.2M+$5.3M
- AmeripriseGeneralist · 0.0% of their software32,051 shares$10.2M+$692K
- Bank of Nova ScotiaGeneralist · 0.2% of their software31,926 shares$10.2M+$2.1M
- First Trust AdvisorsGeneralist · 0.1% of their software28,205 shares$9.0M−$1.7M
- Canada Pension Plan Investment BoardGeneralist · 0.1% of their software27,958 shares$8.9M+$3.8M
- National Bank of CanadaGeneralist · 0.1% of their software27,113 shares$8.7M+$3.8M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.1% of their software26,690 shares$8.5M+$3.4M
- California State Teachers Retirement SystemGeneralist · 0.1% of their software26,217 shares$8.4MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software24,883 shares$7.9MFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.1% of their software22,886 shares$7.3MFlat
- Fisher Asset ManagementGeneralist · 0.0% of their software21,342 shares$6.8MFlat
- Russell Investments GroupGeneralist · 0.1% of their software20,663 shares$6.6MFlat
- Stifel FinancialGeneralist · 0.1% of their software18,349 shares$5.9MFlat
- Ensign Peak AdvisorsGeneralist · 0.1% of their software18,255 shares$5.8MFlat
- UBS GroupGeneralist · 0.0% of their software17,764 shares$5.7M+$2.0M
- BarclaysGeneralist · 0.0% of their software16,563 shares$5.3M+$814K
- Victory Capital ManagementGeneralist · 0.1% of their software15,843 shares$5.1M+$529K
- New York State Common Retirement FundGeneralist · 0.1% of their software15,475 shares$4.9M−$703K
- Daiwa Securities GroupGeneralist · 0.3% of their software15,115 shares$4.8MFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software14,816 shares$4.7MFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software13,646 shares$4.4M+$3.0M
- Man GroupGeneralist · 0.1% of their software13,505 shares$4.3M−$1.7M
- Squarepoint OpsGeneralist · 0.1% of their software13,339 shares$4.3M+$3.6M
- Voya Investment ManagementGeneralist · 0.0% of their software12,441 shares$4.0MFlat
- Prudential FinancialGeneralist · 0.1% of their software11,676 shares$3.7MFlat
- Bnp Paribas Asset Management HoldingGeneralist · 0.1% of their software11,508 shares$3.7MFlat
- Corient Private WealthGeneralist · 0.1% of their software11,273 shares$3.6MFlat
- State of Wisconsin Investment BoardGeneralist · 0.1% of their software10,912 shares$3.5MFlat
- CitigroupGeneralist · 0.0% of their software10,854 shares$3.5M+$1.2M
- Susquehanna International GroupGeneralist · 0.1% of their software9,940 shares$3.2M+$2.7M
- US Bancorp deGeneralist · 0.1% of their software9,723 shares$3.1MFlat
- Aqr Capital ManagementGeneralist · 0.0% of their software7,697 shares$2.4MFlat
- American Century CompaniesGeneralist · 0.0% of their software6,629 shares$2.1MFlat
- Cerity PartnersGeneralist · 0.1% of their software6,318 shares$2.0MFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.1% of their software6,080 shares$1.9MFlat
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software5,983 shares$1.9MFlat
- Quantinno Capital ManagementGeneralist · 0.2% of their software5,534 shares$1.8M+$517K
- Bank of MontrealGeneralist · 0.0% of their software5,468 shares$1.7M−$10.9M
- Focus Partners WealthGeneralist · 0.1% of their software4,897 shares$1.6MNew · +$1.4M
- LPl FinancialGeneralist · 0.0% of their software4,482 shares$1.4MFlat
- Blair William & Co/ilGeneralist · 0.0% of their software4,195 shares$1.3MFlat
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software3,679 shares$1.2MFlat
- Danske Bank A/SGeneralist · 0.0% of their software3,100 shares$989KNew · +$917K
- Jane Street GroupGeneralist · 0.0% of their software3,033 shares$968KFlat
- Creative PlanningGeneralist · 0.0% of their software2,713 shares$866KFlat
- Federated HermesGeneralist · 0.0% of their software2,293 shares$732KFlat
- Deutsche BankGeneralist · 0.0% of their software1,756 shares$560KFlat
- Franklin ResourcesGeneralist · 0.0% of their software1,483 shares$508KFlat
- MarinerGeneralist · 0.0% of their software1,540 shares$491KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,336 shares$426KFlat
- ProShare AdvisorsGeneralist · 0.0% of their software1,176 shares$375KFlat
- HSBCGeneralist · 0.0% of their software953 shares$304KFlat
- Marshall WaceGeneralist · 0.0% of their software718 shares$229KNew
- Fifth Third BancorpGeneralist · 0.0% of their software472 shares$151KFlat
- Brown Brothers Harriman & COGeneralist · 0.0% of their software423 shares$135KFlat
- Mirae Asset Global Etfs HoldingsGeneralist · 0.0% of their software173 shares$55KFlat
- Jones Financial Companies LllpGeneralist · 0.0% of their software61 shares$19KFlat
- Mitsubishi Ufj Asset ManagementGeneralist · 0.0% of their software15 shares$5KFlat
