Security record
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
119Tracked holders
-3Δ holders
19.60MShares held
$3.06BReported value
+10New positions
−14Exits
Momentum inputs (comparable managers):
holder breadth -2.5% ·
share flow +8.8% ·
net new positions -3.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −2 |
| Q2 2025 | 18 | 0 | 9.90M | $3.11B | — | — |
| Q1 2025 | 15 | +1 | 4.24M | $1.27B | +1 | — |
| Q4 2024 | 14 | +1 | 4.26M | $1.43B | +2 | −1 |
| Q3 2024 | 12 | +1 | 3.32M | $1.06B | +1 | — |
| Q2 2024 | 11 | — | 3.07M | $909.04M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bamco Inc /Ny/ | 3.50M | +360.7% | $545.94M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 2.08M | -11.0% | $324.79M | 0.0% | ▼ Trim | 5 | SEC ↗ ×16 |
| 3 | Wellington Management ✦ | 1.49M | -10.2% | $232.94M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 4 | Morgan Stanley ✦ | 1.48M | -14.2% | $231.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 5 | AQR Capital Management ✦ | 1.30M | +109.2% | $203.51M | 0.1% | ▲ Add | 9 | SEC ↗ ×9 |
| 6 | Vanguard Capital Management Llc | 894.41K | -9.6% | $139.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 716.47K | -2.6% | $111.78M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 578.32K | -3.5% | $90.24M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 9 | Dimensional Fund Advisors Lp | 561.86K | +8.5% | $87.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | Two Sigma Investments ✦ | 484.25K | -43.7% | $75.55M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 11 | Jane Street Group, Llc | 431.30K | +29.2% | $67.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Arrowstreet Capital ✦ | 420.74K | +6.5% | $65.64M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | Invesco Ltd. | 259.29K | -9.1% | $40.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 14 | Massachusetts Financial Services Co… | 244.32K | -4.1% | $37.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Renaissance Technologies ✦ | 238.77K | -46.8% | $37.25M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 236.32K | -45.0% | $36.98M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 17 | Bank of New York Mellon Corp | 232.48K | +32.8% | $36.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 18 | UBS Group AG | 209.07K | +198.9% | $32.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Charles Schwab Investment… | 206.14K | -3.6% | $32.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 203.22K | +8.7% | $31.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 192.61K | +4.9% | $30.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 22 | BNP Paribas Asset Management… | 191.18K | +2.8% | $29.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Fidelity (FMR) ✦ | 180.97K | +69.6% | $28.23M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 24 | Goldman Sachs Group ✦ | 179.18K | -14.8% | $27.96M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 25 | Northern Trust Corp | 169.92K | -3.4% | $26.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 26 | Millennium Management ✦ | 162.62K | -49.6% | $25.37M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 27 | BROOKFIELD Corp /ON/ | 156.79K | New | $24.46M | 0.0% | New | 1 | SEC ↗ |
| 28 | Norges Bank ✦ (passive) | 155.69K | New | $24.29M | 0.0% | New | 1 | SEC ↗ |
| 29 | Nordea Investment Management Ab | 147.89K | +102.1% | $22.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Gotham Asset Management ✦ | 142.30K | -16.1% | $22.20M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 136.87K | -12.7% | $21.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Kayne Anderson Rudnick Investment… | 124.54K | -23.8% | $19.43M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Envestnet Asset Management Inc | 118.35K | +10.8% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Sei Investments Co | 112.78K | -40.4% | $17.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Principal Financial Group Inc | 76.16K | -1.2% | $11.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Tudor Investment Corp Et Al | 76.09K | +90.2% | $11.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Allianz Asset Management GmbH | 74.02K | +173.1% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 67.19K | +6.5% | $10.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | Loomis Sayles & Co L P | 64.88K | +32.5% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 61.98K | -10.5% | $9.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 41 | Prudential Financial Inc | 61.50K | -6.1% | $9.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Rhumbline Advisers | 55.90K | -10.8% | $8.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Nomura Asset Management… | 54.86K | -39.9% | $8.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Canada Pension Plan Investment Board | 50.70K | -2.7% | $7.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Nuveen, LLC | 49.78K | -18.1% | $7.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 46 | Mariner, LLC | 49.67K | +200.6% | $7.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Squarepoint Ops LLC | 47.74K | New | $7.45M | 0.0% | New | 1 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 41.09K | +32.7% | $6.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | First Trust Advisors Lp | 44.48K | +72.8% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Swiss National Bank | 40.60K | -16.8% | $6.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Creative Planning | 34.70K | +0.9% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | American Century Companies Inc | 33.81K | -7.7% | $5.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Point72 Asset Management ✦ | 32.75K | -80.8% | $5.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 54 | California Public Employees… | 31.22K | -6.5% | $4.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 27.91K | +18.0% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Legal & General Group Plc | 27.42K | -16.1% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 57 | Barclays Plc | 26.60K | -4.8% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 58 | Mercer Global Advisors Inc /Adv | 24.10K | +223.7% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 23.62K | +1.7% | $3.69M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 60 | Cerity Partners LLC | 22.84K | +55.5% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 61 | State Board Of Administration Of… | 22.31K | -1.6% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Marshall Wace ✦ | 21.11K | +99.5% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 63 | Wells Fargo & Company/Mn | 19.50K | -4.3% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 64 | Lazard Asset Management Llc | 18.31K | +24.2% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Wealth Enhancement Advisory… | 18.66K | +145.3% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 17.90K | -31.6% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Citigroup Inc | 17.64K | +46.9% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 68 | Focus Partners Wealth | 15.87K | -88.2% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Manufacturers Life Insurance… | 15.85K | -2.0% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bnp Paribas Financial Markets | 15.26K | -63.8% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | State Of Wisconsin Investment Board | 15.09K | +27.4% | $2.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Franklin Resources Inc | 13.63K | New | $2.13M | 0.0% | New | 1 | SEC ↗ ×4 |
| 73 | Royal Bank Of Canada | 13.57K | -39.6% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 74 | Mml Investors Services, Llc | 12.82K | +43.4% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | LPL Financial LLC | 12.41K | -20.7% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | New York State Common Retirement… | 11.96K | +15.4% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Captrust Financial Advisors | 11.37K | +39.2% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Universal- Beteiligungs- und… | 10.83K | +144.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Voya Investment Management Llc | 10.73K | +1.8% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Raymond James Financial Inc | 10.30K | -82.0% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 81 | Jones Financial Companies Lllp | 9.55K | -28.2% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 8.72K | -61.5% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 83 | Caisse De Depot Et Placement Du… | 8.60K | +437.5% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 7.90K | -19.4% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 85 | Corient Private Wealth LP | 7.59K | -60.4% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Zurcher Kantonalbank (Zurich… | 7.03K | -21.4% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Allspring Global Investments… | 6.39K | -76.7% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 88 | Truist Financial Corp | 6.48K | -9.2% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Us Bancorp \De\ | 6.41K | -4.2% | $999,620 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 90 | Mitsubishi UFJ Trust & Banking Corp | 6.08K | New | $949,382 | 0.0% | New | 1 | SEC ↗ |
| 91 | Cetera Investment Advisers | 6.08K | +20.6% | $948,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Fifth Third Bancorp | 5.91K | -14.8% | $921,267 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Tidal Investments LLC | 5.65K | +9.2% | $881,981 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | D. E. Shaw & Co. ✦ | 5.59K | -72.5% | $872,776 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 95 | Neuberger Berman Group LLC | 4.80K | +35.3% | $749,364 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 96 | Bridgewater Associates ✦ | 4.25K | New | $662,929 | 0.0% | New | 1 | SEC ↗ |
| 97 | Pictet Asset Management Holding SA | 3.33K | -19.2% | $518,923 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 3.31K | -35.9% | $515,646 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 99 | Victory Capital Management Inc | 3.29K | -4.3% | $512,526 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Blair William & Co/Il | 3.16K | +53.3% | $493,298 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BROOKFIELD Corp /ON/ | $24.46M | 0.0% |
| Norges Bank | $24.29M | 0.0% |
| Squarepoint Ops LLC | $7.45M | 0.0% |
| Franklin Resources Inc | $2.13M | 0.0% |
| Mitsubishi UFJ Trust &… | $949,382 | 0.0% |
| Bridgewater Associates | $662,929 | 0.0% |
Exited
| Qube Research & Technologies… | $23.65M | was 0.0% |
| Schroder Investment… | $13.88M | was 0.0% |
| Bank Of Nova Scotia | $4.73M | was 0.0% |
| Holocene Advisors, LP | $4.39M | was 0.0% |
| 1832 Asset Management L.P. | $2.69M | was 0.0% |
| Connor, Clark & Lunn… | $1.58M | was 0.0% |
| HighTower Advisors, LLC | $1.53M | was 0.0% |
| Healthcare Of Ontario Pension… | $1.12M | was 0.0% |
| Mackenzie Financial Corp | $475,200 | was 0.0% |
| Man Group plc | $355,005 | was 0.0% |
| Amundi | $300,063 | was 0.0% |
| CIBC Asset Management Inc | $229,063 | 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: Q2 2026 ·
Methodology ·
Get this via the API