MORN · Application · 617700109
Morningstar
Q1 2026 · compared with Q4 2025
- Tracked value
- $2.9B
- Tracked filers
- 104
5 filings are from the same family as a larger report and are 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 · 0.1% of their software2,338,218 shares$395M−$5.4M
- Morgan StanleyGeneralist · 0.2% of their software1,730,549 shares$293M−$59.9M
- Wellington Management GroupGeneralist · 0.7% of their software1,662,405 shares$281M+$114M
- Vanguard Portfolio ManagementPassive · 0.1% of their software1,051,820 shares · Not in the total$178M—
- Vanguard Capital ManagementPassive · 0.0% of their software989,467 shares$167M—
- Two Sigma InvestmentsGeneralist · 1.4% of their software859,459 shares$145M+$104M
- BamcoGeneralist · 2.6% of their software759,515 shares$128M−$105M
- State StreetPassive · 0.1% of their software735,574 shares$124M−$2.5M
- Aqr Capital ManagementGeneralist · 0.5% of their software623,629 shares$105M−$60.1M
- GeodePassive · 0.1% of their software599,222 shares$101MFlat
- DimensionalPassive · 0.3% of their software517,769 shares$87.5M+$10.0M
- Renaissance TechnologiesGeneralist · 1.1% of their software448,870 shares$75.9M+$27.2M
- Arrowstreet Capital, Limited PartnershipGeneralist · 0.3% of their software394,931 shares$66.8M+$23.9M
- Jane Street GroupGeneralist · 0.7% of their software333,861 shares$56.4M−$19.6M
- Millennium ManagementGeneralist · 0.7% of their software323,006 shares$54.6M−$4.5M
- InvescoPassive · 0.1% of their software285,130 shares$48.2M+$2.9M
- Massachusetts Financial Services COGeneralist · 0.2% of their software254,739 shares$42.9M−$23.2M
- Charles Schwab Investment ManagementPassive · 0.1% of their software213,823 shares$36.1M+$5.2M
- Goldman SachsGeneralist · 0.1% of their software210,402 shares$35.6M+$21.0M
- Sei Investments COGeneralist · 0.4% of their software189,302 shares$32.0M+$28.3M
- Quantinno Capital ManagementGeneralist · 0.6% of their software186,946 shares$31.6MFlat
- Bank of AmericaGeneralist · 0.1% of their software183,575 shares$31.0M+$4.2M
- Northern TrustPassive · 0.0% of their software175,942 shares$29.7MFlat
- Bank of New York MellonPassive · 0.1% of their software175,006 shares$29.6M+$1.1M
- Point72 Asset ManagementGeneralist · 0.7% of their software170,909 shares$28.9M+$5.4M
- Kayne Anderson Rudnick Investment ManagementGeneralist · 1.3% of their software163,479 shares$27.6M−$5.3M
- AmeripriseGeneralist · 0.1% of their software156,711 shares$26.5M+$29.8M
- M&GGeneralist · 1.4% of their software149,783 shares$25.3M−$1.4M
- Vanguard Fiduciary Trust COPassive · 0.1% of their software142,845 shares · Not in the total$24.1M—
- Qube Research & TechnologiesGeneralist · 0.5% of their software139,894 shares$23.6M−$22.3M
- Focus Partners WealthGeneralist · 0.6% of their software134,871 shares$22.8MFlat
- American Capital ManagementGeneralist · 2.5% of their software108,340 shares$18.3M−$1.0M
- Envestnet Asset ManagementGeneralist · 0.2% of their software106,787 shares$18.1M+$4.5M
- FidelityGeneralist · 0.0% of their software106,705 shares$18.0M−$9.2M
- Nomura Asset Management InternationalGeneralist · 0.3% of their software91,290 shares$15.4MNew · +$19.8M
- Schroder Investment Management GroupGeneralist · 0.1% of their software84,286 shares$13.9M−$14.5M
- Principal Financial GroupGeneralist · 0.1% of their software77,073 shares$13.0M−$2.4M
- Nordea Investment Management AbGeneralist · 0.1% of their software73,169 shares$12.3M−$729K
- Prudential FinancialGeneralist · 0.3% of their software65,498 shares$12.0M+$5.1M
- UBS GroupGeneralist · 0.0% of their software69,942 shares$11.8M−$49.0M
- UBS Asset ManagementGeneralist · 0.0% of their software69,226 shares · Not in the total$11.7MFlat
- Stifel FinancialGeneralist · 0.2% of their software63,101 shares$10.7M+$10.8M
- Rhumbline AdvisersGeneralist · 0.1% of their software62,693 shares$10.6MFlat
- NuveenPassive · 0.0% of their software60,776 shares$10.3M−$2.2M
- Raymond James FinancialGeneralist · 0.1% of their software57,363 shares$9.7M+$5.8M
- Canada Pension Plan Investment BoardGeneralist · 0.1% of their software52,100 shares$8.8M+$7.2M
- Loomis Sayles & CO L PGeneralist · 0.1% of their software48,981 shares$8.3M+$9.0M
- Swiss National BankGeneralist · 0.0% of their software48,800 shares$8.2MFlat
- Bnp Paribas Financial MarketsGeneralist · 0.1% of their software42,179 shares$7.1M+$4.9M
- Tudor InvestmentGeneralist · 0.6% of their software40,000 shares$6.8M+$7.7M
- AlliancebernsteinGeneralist · 0.0% of their software30,966 shares$6.7M+$1.0M
- American Century CompaniesGeneralist · 0.0% of their software36,642 shares$6.2M+$7.6M
- Creative PlanningGeneralist · 0.2% of their software34,401 shares$5.8M+$1.0M
- California Public Employees Retirement SystemGeneralist · 0.0% of their software33,381 shares$5.6MFlat
- Legal & GeneralPassive · 0.0% of their software32,696 shares$5.5M−$1.4M
- California State Teachers Retirement SystemGeneralist · 0.1% of their software29,423 shares$5.0M+$873K
- Bank of Nova ScotiaGeneralist · 0.1% of their software28,000 shares$4.7M−$1.3M
- BarclaysGeneralist · 0.0% of their software27,950 shares$4.7M+$1.0M
- Allspring Global Investments HoldingsGeneralist · 0.1% of their software27,428 shares$4.7M+$5.7M
- Allianz Asset Management GmbHGeneralist · 0.1% of their software27,104 shares$4.6M+$2.3M
- Susquehanna International GroupGeneralist · 0.1% of their software26,161 shares$4.4M−$4.8M
- First Trust AdvisorsGeneralist · 0.0% of their software25,731 shares$4.3M−$8.4M
- Citadel AdvisorsGeneralist · 0.0% of their software23,650 shares$4.0MNew · +$5.1M
- State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software22,680 shares$3.8MFlat
- Royal Bank of CanadaGeneralist · 0.0% of their software22,471 shares$3.8M+$3.0M
- Van Eck AssociatesGeneralist · 0.1% of their software21,956 shares$3.7MFlat
- Wells FargoGeneralist · 0.0% of their software20,391 shares$3.4M−$515K
- D. E. ShawGeneralist · 0.0% of their software20,348 shares$3.4M−$526K
- Corient Private WealthGeneralist · 0.1% of their software19,130 shares$3.2M—
- Vanguard Asset ManagementPassive · 0.0% of their software17,997 shares · Not in the total$3.0M—
- MarinerGeneralist · 0.1% of their software16,524 shares$2.8MFlat
- Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software16,168 shares$2.7MFlat
- 1832 Asset ManagementGeneralist · 0.0% of their software15,900 shares$2.7MNew · +$3.5M
- LPl FinancialGeneralist · 0.0% of their software15,647 shares$2.6M+$1.2M
- Lazard Asset ManagementGeneralist · 0.0% of their software14,737 shares$2.5M+$613K
- Cerity PartnersGeneralist · 0.1% of their software14,688 shares$2.5MFlat
- Jones Financial Companies LllpGeneralist · 0.1% of their software13,301 shares$2.1M+$2.8M
- CitigroupGeneralist · 0.0% of their software12,009 shares$2.0MFlat
- State of Wisconsin Investment BoardGeneralist · 0.1% of their software11,840 shares$2.0M+$637K
- Marshall WaceGeneralist · 0.0% of their software10,583 shares$1.8M+$1.5M
- Voya Investment ManagementGeneralist · 0.0% of their software10,543 shares$1.8MFlat
- New York State Common Retirement FundGeneralist · 0.0% of their software10,355 shares$1.8MFlat
- HSBCGeneralist · 0.0% of their software10,149 shares$1.7MFlat
- Russell Investments GroupGeneralist · 0.0% of their software9,808 shares$1.7MFlat
- Vanguard Global AdvisersPassive · 0.0% of their software9,184 shares · Not in the total$1.6M—
- Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software8,941 shares$1.5MNew · +$1.9M
- Fifth Third BancorpGeneralist · 0.0% of their software6,933 shares$1.2M+$1.4M
- US Bancorp deGeneralist · 0.0% of their software6,685 shares$1.1MFlat
- Bank of MontrealGeneralist · 0.0% of their software5,159 shares$872KFlat
- Ensign Peak AdvisorsGeneralist · 0.0% of their software5,047 shares$853KFlat
- Universal- Beteiligungs- und Servicegesellschaft mbHGeneralist · 0.0% of their software4,434 shares$750K−$941K
- Pictet Asset Management Holding SAGeneralist · 0.0% of their software4,119 shares$696KFlat
- Neuberger Berman GroupGeneralist · 0.0% of their software3,550 shares$600KFlat
- Victory Capital ManagementGeneralist · 0.0% of their software3,432 shares$580KFlat
- Daiwa Securities GroupGeneralist · 0.0% of their software2,901 shares$490KFlat
- Mackenzie FinancialGeneralist · 0.0% of their software2,811 shares$475KFlat
- Deutsche BankGeneralist · 0.0% of their software2,335 shares$395KFlat
- Man GroupGeneralist · 0.0% of their software2,100 shares$355K−$1.6M
- Blair William & Co/ilGeneralist · 0.0% of their software2,063 shares$349KFlat
- Calamos AdvisorsGeneralist · 0.0% of their software1,881 shares$318KNew
- BlackstoneGeneralist · 0.1% of their software1,766 shares$299KNew
- Caisse de depot et placement du QuebecGeneralist · 0.0% of their software1,600 shares$270KNew
- Federated HermesGeneralist · 0.0% of their software1,440 shares$243KFlat
- Dnb Asset Management AsGeneralist · 0.0% of their software1,327 shares$224KNew
- Cibc Bancorp USAGeneralist · 0.0% of their software1,317 shares$223K—
- Pnc Financial Services GroupGeneralist · 0.0% of their software1,007 shares$170KFlat
- Rockefeller Capital ManagementGeneralist · 0.0% of their software768 shares$130KFlat
- Mirae Asset Global Etfs HoldingsGeneralist · 0.0% of their software211 shares$35KFlat
- Mitsubishi Ufj Asset ManagementGeneralist · 0.0% of their software15 shares$3KFlat
