MORN · Application · 617700109
Morningstar
Q1 2025 · compared with Q4 2024
- Tracked value
- $5.3B
- Tracked filers
- 106
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 software2,704,022 shares$811M+$12.2M
- Morgan StanleyGeneralist · 0.5% of their software2,101,105 shares$630M+$14.9M
- BamcoGeneralist · 5.7% of their software1,299,508 shares$390MFlat
- Wellington Management GroupGeneralist · 0.8% of their software1,079,805 shares$324MFlat
- Bank of AmericaGeneralist · 0.4% of their software916,435 shares$275M−$130M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 5.9% of their software910,156 shares$273M−$21.9M
- Massachusetts Financial Services COGeneralist · 0.9% of their software862,259 shares$259M−$51.9M
- State StreetPassive · 0.1% of their software850,005 shares$255MFlat
- Wasatch AdvisorsGeneralist · 7.0% of their software664,245 shares$199M−$8.7M
- GeodePassive · 0.1% of their software615,533 shares$185M+$18.2M
- Millennium ManagementGeneralist · 2.4% of their software540,795 shares$162M+$85.2M
- FidelityGeneralist · 0.1% of their software419,980 shares$126M+$6.9M
- DimensionalPassive · 0.4% of their software317,127 shares$95.1M+$4.1M
- Bank of New York MellonPassive · 0.2% of their software270,177 shares$81.0M−$6.0M
- Allspring Global Investments HoldingsGeneralist · 1.6% of their software255,057 shares$76.9M−$6.0M
- Renaissance TechnologiesGeneralist · 0.8% of their software235,270 shares$70.6M+$15.8M
- Northern TrustPassive · 0.1% of their software217,616 shares$65.3M−$4.2M
- JPMorgan ChaseGeneralist · 0.0% of their software200,763 shares$60.2M+$3.4M
- Charles Schwab Investment ManagementPassive · 0.1% of their software196,465 shares$58.9M+$764K
- M&GGeneralist · 3.6% of their software168,677 shares$50.6M−$2.7M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.2% of their software162,936 shares$48.9M+$15.4M
- Sei Investments COGeneralist · 0.6% of their software138,746 shares$46.3M+$609K
- Goldman SachsGeneralist · 0.1% of their software137,920 shares$41.4M−$31.8M
- American Capital ManagementGeneralist · 3.5% of their software128,075 shares$38.4MFlat
- NuveenPassive · 0.1% of their software127,617 shares$38.3M—
- Two Sigma InvestmentsGeneralist · 0.7% of their software113,152 shares$33.9M+$25.9M
- UBS Asset ManagementGeneralist · 0.1% of their software109,257 shares · Not in the total$32.8M+$3.7M
- Schroder Investment Management GroupGeneralist · 0.3% of their software110,570 shares$32.7M+$3.5M
- Citadel AdvisorsGeneralist · 0.4% of their software107,782 shares$32.3M+$817K
- Envestnet Asset ManagementGeneralist · 0.3% of their software106,294 shares$31.9M+$4.1M
- UBS GroupGeneralist · 0.1% of their software105,250 shares$31.6M−$887K
- Praesidium Investment Management CompanySpecialist · 7.3% of their software101,472 shares$30.4M+$3.8M
- Qube Research & TechnologiesGeneralist · 0.4% of their software87,483 shares$26.2M+$15.3M
- Wells FargoGeneralist · 0.1% of their software84,538 shares$25.4M−$832K
- InvescoPassive · 0.0% of their software76,646 shares$23.0M−$39.6M
- Principal Financial GroupGeneralist · 0.1% of their software76,327 shares$22.9M−$779K
- Rhumbline AdvisersGeneralist · 0.2% of their software76,177 shares$22.8MFlat
- First Trust AdvisorsGeneralist · 0.1% of their software69,456 shares$20.8M+$13.3M
- Squarepoint OpsGeneralist · 0.4% of their software64,031 shares$19.2M+$18.0M
- Point72 Asset ManagementGeneralist · 0.5% of their software60,649 shares$18.2MNew · +$20.4M
- Raymond James FinancialGeneralist · 0.1% of their software58,983 shares$17.7M+$3.4M
- Nordea Investment Management AbGeneralist · 0.1% of their software58,426 shares$17.3MFlat
- Swiss National BankGeneralist · 0.1% of their software54,000 shares$16.2MFlat
- Legal & GeneralPassive · 0.0% of their software47,689 shares$14.3MFlat
- California Public Employees Retirement SystemGeneralist · 0.1% of their software45,086 shares$13.5MFlat
- Bank of Nova ScotiaGeneralist · 0.3% of their software44,500 shares$13.3M+$8.6M
- Balyasny Asset ManagementGeneralist · 0.5% of their software41,333 shares$12.4M−$42.7M
- D. E. ShawGeneralist · 0.1% of their software40,028 shares$12.0M+$12.6M
- Royal Bank of CanadaGeneralist · 0.0% of their software37,089 shares$11.1M+$6.5M
- Aqr Capital ManagementGeneralist · 0.1% of their software37,163 shares$10.9M+$8.1M
- AlliancebernsteinGeneralist · 0.0% of their software32,031 shares$9.6M−$908K
- AmeripriseGeneralist · 0.0% of their software30,603 shares$9.2MFlat
- California State Teachers Retirement SystemGeneralist · 0.1% of their software25,686 shares$7.7MFlat
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software24,853 shares$7.5MFlat
- Tudor InvestmentGeneralist · 0.8% of their software23,271 shares$7.0MNew · +$7.8M
- Manufacturers Life Insurance Company, TheGeneralist · 0.1% of their software21,809 shares$6.5MFlat
- Quantinno Capital ManagementGeneralist · 0.4% of their software21,023 shares$6.3M+$4.7M
- Jane Street GroupGeneralist · 0.2% of their software20,603 shares$6.2M+$6.5M
- Prudential FinancialGeneralist · 0.1% of their software19,719 shares$5.9M+$797K
- Canada Pension Plan Investment BoardGeneralist · 0.1% of their software19,400 shares$5.8MNew · +$6.5M
- Man GroupGeneralist · 0.2% of their software19,280 shares$5.8M+$896K
- Russell Investments GroupGeneralist · 0.1% of their software18,908 shares$5.7M+$1.1M
- BarclaysGeneralist · 0.0% of their software18,148 shares$5.4M−$1.1M
- Fisher Asset ManagementGeneralist · 0.0% of their software17,539 shares$5.3M−$1.5M
- Victory Capital ManagementGeneralist · 0.1% of their software17,302 shares$5.2MFlat
- Stifel FinancialGeneralist · 0.1% of their software15,217 shares$4.6M−$1.2M
- National Bank of CanadaGeneralist · 0.1% of their software15,120 shares$4.5M−$4.4M
- Neuberger Berman GroupGeneralist · 0.0% of their software15,037 shares$4.5MFlat
- New York State Common Retirement FundGeneralist · 0.1% of their software13,975 shares$4.2MFlat
- HSBCGeneralist · 0.0% of their software14,042 shares$4.2M+$2.6M
- Daiwa Securities GroupGeneralist · 0.2% of their software13,567 shares$4.1MFlat
- CitigroupGeneralist · 0.0% of their software13,108 shares$3.9M+$622K
- Voya Investment ManagementGeneralist · 0.0% of their software12,940 shares$3.9MFlat
- Bnp Paribas Asset Management HoldingGeneralist · 0.1% of their software11,218 shares$3.4MFlat
- Lazard Asset ManagementGeneralist · 0.1% of their software10,463 shares$3.1M+$3.0M
- Ensign Peak AdvisorsGeneralist · 0.0% of their software9,013 shares$2.7M−$1.3M
- Corient Private WealthGeneralist · 0.1% of their software8,818 shares$2.6MFlat
- State of Wisconsin Investment BoardGeneralist · 0.1% of their software8,772 shares$2.6MFlat
- American Century CompaniesGeneralist · 0.0% of their software8,372 shares$2.5MFlat
- US Bancorp deGeneralist · 0.1% of their software7,914 shares$2.4M−$567K
- Bnp Paribas Financial MarketsGeneralist · 0.0% of their software7,768 shares$2.3M+$1.2M
- Danske Bank A/SGeneralist · 0.0% of their software7,093 shares$2.1MFlat
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.1% of their software7,029 shares$2.1MFlat
- LPl FinancialGeneralist · 0.0% of their software5,836 shares$1.8MFlat
- Cerity PartnersGeneralist · 0.1% of their software5,426 shares$1.6MFlat
- Bank of MontrealGeneralist · 0.0% of their software5,342 shares$1.6MFlat
- Blair William & Co/ilGeneralist · 0.0% of their software4,146 shares$1.2MFlat
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software4,076 shares$1.2MFlat
- Focus Partners WealthGeneralist · 0.1% of their software3,838 shares$1.2MFlat
- Mackenzie FinancialGeneralist · 0.0% of their software3,372 shares$1.0MFlat
- Susquehanna International GroupGeneralist · 0.0% of their software3,195 shares$958KFlat
- Universal- Beteiligungs- und Servicegesellschaft mbHGeneralist · 0.0% of their software2,679 shares$803KNew · +$902K
- Creative PlanningGeneralist · 0.0% of their software2,570 shares$771KFlat
- Loomis Sayles & CO L PGeneralist · 0.0% of their software2,482 shares$744KFlat
- Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainGeneralist · 0.0% of their software2,377 shares$713KNew · +$800K
- Federated HermesGeneralist · 0.0% of their software2,115 shares$634KFlat
- Deutsche BankGeneralist · 0.0% of their software1,923 shares$577KFlat
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,791 shares$537KFlat
- MarinerGeneralist · 0.0% of their software1,540 shares$462KFlat
- Franklin ResourcesGeneralist · 0.0% of their software1,529 shares$459KFlat
- ProShare AdvisorsGeneralist · 0.0% of their software1,151 shares$345KFlat
- Caprock GroupGeneralist · 0.1% of their software947 shares$284KNew
- Fifth Third BancorpGeneralist · 0.0% of their software399 shares$120KFlat
- Jones Financial Companies LllpGeneralist · 0.0% of their software1,014 shares · Implied price is far from the quarter-end close$106K—
- Brown Brothers Harriman & COGeneralist · 0.0% of their software287 shares$86KFlat
- Mirae Asset Global Etfs HoldingsGeneralist · 0.0% of their software178 shares$53KFlat
- Mitsubishi Ufj Asset ManagementGeneralist · 0.0% of their software15 shares$4KFlat
