Security record · archived quarter
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
126Tracked holders
0Δ holders
19.22MShares held
$4.13BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.6% · net new positions +0.8% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 31.81K | $6.00M | n/a | −1 |
| Q2 2026 | 119 | -3 | 19.60M | $3.06B | +10 | −14 |
| Q1 2026 | 126 | -1 | 18.00M | $3.04B | +7 | −9 |
| Q4 2025 | 126 | 0 | 19.22M | $4.13B | +2 | −1 |
| Q3 2025 | 19 | -1 | 12.09M | $2.80B | n/a | −2 |
| Q2 2025 | 18 | 0 | 9.90M | $3.11B | n/a | n/a |
| Q1 2025 | 15 | +1 | 4.24M | $1.27B | +1 | n/a |
| Q4 2024 | 14 | +1 | 4.26M | $1.43B | +2 | −1 |
| Q3 2024 | 12 | +1 | 3.32M | $1.06B | +1 | n/a |
| Q2 2024 | 11 | n/a | 3.07M | $909.04M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 2.37M | -9.0% | $515.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 3 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 4 | Bamco Inc /Ny/ | 1.24M | n/a | $269.85M | 0.7% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.14M | +85.4% | $246.91M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 6 | AQR Capital Management ✦ | 900.30K | +48.0% | $195.64M | 0.1% | ▲ Add | 7 | SEC ↗ ×6 |
| 7 | State Street Global Advisors ✦ (passive) | 746.91K | -2.1% | $162.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 596.98K | -3.1% | $129.75M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | Dimensional Fund Advisors Lp | 471.97K | n/a | $102.57M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | Jane Street Group, Llc | 424.27K | n/a | $92.20M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 11 | Two Sigma Investments ✦ | 382.45K | +33.6% | $83.11M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 13 | Massachusetts Financial Services Co… | 361.69K | n/a | $78.60M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Millennium Management ✦ | 343.83K | +15.1% | $74.72M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 323.77K | -29.7% | $70.36M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 16 | UBS Group AG | 295.35K | n/a | $64.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Norges Bank ✦ (passive) | 286.99K | New | $62.37M | 0.0% | New | 1 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 285.10K | -1.9% | $61.95M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Invesco Ltd. | 272.00K | n/a | $59.11M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 20 | Qube Research & Technologies Ltd | 242.29K | n/a | $52.65M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Charles Schwab Investment… | 189.93K | n/a | $41.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 188.76K | n/a | $41.02M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Kayne Anderson Rudnick Investment… | 187.93K | n/a | $40.84M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 24 | Northern Trust Corp | 176.61K | n/a | $38.38M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 25 | Bank of New York Mellon Corp | 169.96K | n/a | $36.93M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 26 | Bank Of America Corp /De/ | 164.31K | n/a | $35.71M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 27 | Fidelity (FMR) ✦ | 149.02K | -23.0% | $32.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Point72 Asset Management ✦ | 145.92K | +186.6% | $31.71M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 29 | Focus Partners Wealth | 136.90K | n/a | $29.75M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Hrt Financial Lp | 128.96K | n/a | $28.02M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 113.82K | +15.6% | $24.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Gotham Asset Management ✦ | 100.28K | +314.6% | $21.79M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 33 | Principal Financial Group Inc | 88.07K | n/a | $19.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Envestnet Asset Management Inc | 85.97K | n/a | $18.68M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Nordea Investment Management Ab | 76.52K | n/a | $16.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Nuveen, LLC | 71.09K | n/a | $15.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | UBS AM, a distinct business unit of… | 69.03K | n/a | $15.00M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 38 | Corient Private Wealth LP | 282.51K | n/a | $13.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | First Trust Advisors Lp | 64.17K | n/a | $13.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Rhumbline Advisers | 63.23K | n/a | $13.74M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Sei Investments Co | 59.27K | n/a | $12.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Janus Henderson Group Plc | 57.59K | n/a | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Swiss National Bank | 50.00K | n/a | $10.87M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 48.27K | n/a | $10.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Prudential Financial Inc | 42.16K | n/a | $9.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Legal & General Group Plc | 39.09K | n/a | $8.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | California Public Employees… | 35.47K | n/a | $7.71M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Squarepoint Ops LLC | 34.27K | n/a | $7.45M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Nova Scotia | 34.20K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Raymond James Financial Inc | 30.78K | n/a | $6.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Creative Planning | 29.58K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | BNP Paribas Asset Management… | 26.84K | n/a | $5.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Alliancebernstein L.P. | 26.22K | n/a | $5.70M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | California State Teachers… | 25.41K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Healthcare Of Ontario Pension Plan… | 23.60K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Barclays Plc | 23.25K | n/a | $5.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 57 | D. E. Shaw & Co. ✦ | 22.77K | -22.5% | $4.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | Wells Fargo & Company/Mn | 22.76K | n/a | $4.95M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 59 | State Board Of Administration Of… | 22.68K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 21.78K | -67.7% | $4.73M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 61 | Hsbc Holdings Plc | 19.84K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 62 | Ameriprise Financial Inc | 19.78K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 63 | Bnp Paribas Financial Markets | 19.76K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Canada Pension Plan Investment Board | 18.90K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 17.81K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 66 | Manufacturers Life Insurance… | 17.78K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Mariner, LLC | 16.98K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cerity Partners LLC | 16.68K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 69 | Allianz Asset Management GmbH | 16.59K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 70 | Stifel Financial Corp | 13.48K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 71 | Mml Investors Services, Llc | 13.25K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Connor, Clark & Lunn Investment… | 13.04K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | HighTower Advisors, LLC | 12.91K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Cwm, Llc | 12.82K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | New York State Common Retirement… | 12.64K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Citigroup Inc | 12.39K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 77 | Lazard Asset Management Llc | 11.92K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Voya Investment Management Llc | 11.69K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Captrust Financial Advisors | 11.54K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Wealth Enhancement Advisory… | 11.20K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | LPL Financial LLC | 10.18K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mercer Global Advisors Inc /Adv | 10.06K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Man Group plc | 9.54K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | State Of Wisconsin Investment Board | 8.91K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Universal- Beteiligungs- und… | 8.76K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Royal Bank Of Canada | 8.75K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 87 | Russell Investments Group, Ltd. | 8.45K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 88 | Us Bancorp \De\ | 7.97K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 89 | Truist Financial Corp | 7.91K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Zurcher Kantonalbank (Zurich… | 7.67K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Loomis Sayles & Co L P | 7.63K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Ensign Peak Advisors, Inc | 6.47K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Cetera Investment Advisers | 5.86K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 4.82K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Tudor Investment Corp Et Al | 4.71K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Pictet Asset Management Holding SA | 3.88K | n/a | $843,380 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Victory Capital Management Inc | 3.54K | n/a | $768,843 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Daiwa Securities Group Inc. | 3.50K | n/a | $761,000 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Marshall Wace ✦ | 3.45K | New | $750,589 | 0.0% | New | 1 | SEC ↗ |
| 100 | Capstone Investment Advisors, Llc | 3.05K | n/a | $662,578 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $62.37M | 0.0% |
| Marshall Wace | $750,589 | 0.0% |
Exited
| Citadel Advisors | $19.56M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 439 holders, 23.27M shares, $3.85B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 978 sh · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 sh · $47,522
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K sh · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 226 sh · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K sh · $256,581
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.74K sh · $380,074
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 3.83K sh · $829,301
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 268 sh · $58,308
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 501 sh · $108,784
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 1.94K sh · $417,009
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 14
SC 13G: BAMCO INC /NY/
Aug 05
SC 13G/A: Mansueto Joseph D
Aug 03
SC 13G/A: Mansueto Daniel
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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