13F QoQ Ownership Changes
MORN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 95 new · 143 added · 233 reduced · 73 exited
New Positions(95)
Added To(143)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1,136,213 | +523,387 | $246.9M | +$104.7M | 85.4% |
| JANE STREET GROUP, LLC | 432,571 | +301,672 | $94.0M | +$63.6M | 230.5% |
| AQR CAPITAL MANAGEMENT LLC | 900,297 | +292,053 | $195.6M | +$54.5M | 48.0% |
| TWO SIGMA ADVISERS, LP | 354,200 | +193,400 | $77.0M | +$39.7M | 120.3% |
| Quantinno Capital Management LP | 188,764 | +134,195 | $41.0M | +$28.4M | 245.9% |
| UBS Group AG | 295,347 | +138,605 | $64.2M | +$27.8M | 88.4% |
| Point72 Asset Management, L.P. | 145,917 | +94,996 | $31.7M | +$19.9M | 186.6% |
| MORGAN STANLEY | 2,006,325 | +47,360 | $436.0M | -$18.5M | 2.4% |
| TWO SIGMA INVESTMENTS, LP | 382,454 | +96,279 | $83.1M | +$16.7M | 33.6% |
| Gotham Asset Management, LLC | 100,283 | +76,097 | $21.8M | +$16.2M | 314.6% |
| FIRST TRUST ADVISORS LP | 64,175 | +54,785 | $13.9M | +$11.8M | 583.4% |
| IEQ CAPITAL, LLC | 51,607 | +44,938 | $11.2M | +$9.7M | 673.8% |
| BANK OF NOVA SCOTIA | 34,200 | +29,600 | $7.4M | +$6.4M | 643.5% |
| CAPITAL FUND MANAGEMENT S.A. | 61,209 | +30,498 | $13.3M | +$6.2M | 99.3% |
| Qube Research & Technologies Ltd | 242,288 | +41,847 | $52.7M | +$6.1M | 20.9% |
| XTX Topco Ltd | 30,112 | +27,392 | $6.5M | +$5.9M | 1007.0% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 226,605 | +39,477 | $49.2M | +$5.8M | 21.1% |
| JPMORGAN CHASE & CO | 365,560 | +47,082 | $79.4M | +$5.5M | 14.8% |
| MILLENNIUM MANAGEMENT LLC | 343,833 | +45,092 | $74.7M | +$5.4M | 15.1% |
| DIMENSIONAL FUND ADVISORS LP | 471,971 | +51,844 | $102.6M | +$5.1M | 12.3% |
| Corient Private Wealth LLC | 260,978 | +240,848 | $9.3M | +$4.6M | 1196.5% |
| Creative Planning | 29,578 | +21,652 | $6.4M | +$4.6M | 273.2% |
| Engineers Gate Manager LP | 78,179 | +20,660 | $17.0M | +$3.6M | 35.9% |
| RAYMOND JAMES FINANCIAL INC | 30,778 | +17,417 | $6.7M | +$3.6M | 130.3% |
| Verition Fund Management LLC | 37,343 | +17,459 | $8.1M | +$3.5M | 87.8% |
| Trexquant Investment LP | 20,323 | +16,284 | $4.4M | +$3.5M | 403.2% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 28,125 | +16,537 | $6.1M | +$3.4M | 142.7% |
| Jump Financial, LLC | 50,467 | +17,199 | $11.0M | +$3.2M | 51.7% |
| Copeland Capital Management, LLC | 105,282 | +17,378 | $22.9M | +$2.5M | 19.8% |
| JANUS HENDERSON GROUP PLC | 57,589 | +13,060 | $12.5M | +$2.2M | 29.3% |
| Mariner, LLC | 16,979 | +10,222 | $3.7M | +$2.1M | 151.3% |
| M&G PLC | 156,247 | +1,113 | $33.9M | -$2.1M | 0.7% |
| Cerity Partners LLC | 16,678 | +9,524 | $3.6M | +$2.0M | 133.1% |
| GOLDMAN SACHS GROUP INC | 113,822 | +15,366 | $24.7M | +$1.9M | 15.6% |
| New Age Alpha Advisors, LLC | 14,056 | +8,398 | $3.1M | +$1.7M | 148.4% |
| Numerai GP LLC | 11,688 | +8,241 | $2.5M | +$1.7M | 239.1% |
| AMERICAN CAPITAL MANAGEMENT INC | 113,064 | +13,867 | $24.6M | +$1.6M | 14.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,266 | +10,989 | $14.8M | +$1.5M | 19.2% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 71,033 | +10,794 | $15.4M | +$1.5M | 17.9% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 8,227 | +6,684 | $1.8M | +$1.4M | 433.2% |
| Quantbot Technologies LP | 12,174 | +6,545 | $2.6M | +$1.3M | 116.3% |
| BANK OF AMERICA CORP /DE/ | 164,311 | +4,727 | $35.7M | -$1.3M | 3.0% |
| Jefferies Financial Group Inc. | 8,499 | +5,992 | $1.8M | +$1.3M | 239.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 10,061 | +6,084 | $2.2M | +$1.3M | 153.0% |
| ROYCE & ASSOCIATES LP | 143,011 | +3,635 | $31.1M | -$1.3M | 2.6% |
| Aurora Investment Counsel | 9,596 | +5,786 | $2.1M | +$1.2M | 151.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,200 | +5,759 | $2.4M | +$1.2M | 105.8% |
| MML INVESTORS SERVICES, LLC | 13,251 | +5,047 | $2.9M | +$976.0K | 61.5% |
| Summit Trail Advisors, LLC | 8,519 | +4,548 | $1.9M | +$930.0K | 114.5% |
| CONGRESS ASSET MANAGEMENT CO | 74,541 | +8,424 | $16.2M | +$858.7K | 12.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 189,925 | +8,486 | $41.3M | -$823.1K | 4.7% |
| Entropy Technologies, LP | 4,435 | +3,000 | $963.8K | +$630.8K | 209.1% |
| Merit Financial Group, LLC | 5,896 | +2,815 | $1.3M | +$566.4K | 91.4% |
| Ensign Peak Advisors, Inc | 6,475 | +2,830 | $1.4M | +$561.4K | 77.6% |
| TRUIST FINANCIAL CORP | 7,907 | +2,561 | $1.7M | +$477.8K | 47.9% |
| Callan Family Office, LLC | 3,230 | +2,234 | $701.9K | +$470.8K | 224.3% |
| MEEDER ASSET MANAGEMENT INC | 57,697 | +1,901 | $12.5M | -$407.1K | 3.4% |
| BNP PARIBAS FINANCIAL MARKETS | 19,761 | +2,977 | $4.3M | +$400.2K | 17.7% |
| Sequoia Financial Advisors, LLC | 2,960 | +1,899 | $643.2K | +$397.1K | 179.0% |
| Sone Capital Management, LLC | 43,658 | +4,432 | $9.5M | +$386.5K | 11.3% |
| BENJAMIN EDWARDS INC | 4,714 | +1,843 | $1.0M | +$358.3K | 64.2% |
| SYON CAPITAL LLC | 2,704 | +1,677 | $587.6K | +$349.3K | 163.3% |
| State of New Jersey Common Pension Fund D | 10,278 | +2,055 | $2.2M | +$325.7K | 25.0% |
| TWO SIGMA SECURITIES, LLC | 2,725 | +1,575 | $592.2K | +$325.4K | 136.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,764 | +1,901 | $1.9M | +$315.4K | 27.7% |
| California Public Employees Retirement System | 35,469 | +908 | $7.7M | -$310.7K | 2.6% |
| COOPER INVESTORS PTY LTD | 31,887 | +902 | $6.9M | -$259.5K | 2.9% |
| Vanguard Personalized Indexing Management, LLC | 5,219 | +1,440 | $1.1M | +$257.4K | 38.1% |
| denkapparat Operations GmbH | 2,356 | +1,250 | $512.0K | +$255.4K | 113.0% |
| Chicago Partners Investment Group LLC | 2,283 | +1,172 | $481.5K | +$239.2K | 105.5% |
| NewEdge Advisors, LLC | 1,133 | +1,055 | $246.2K | +$228.1K | 1352.6% |
| State of Wyoming | 1,248 | +1,044 | $271.2K | +$223.9K | 511.8% |
| Versant Capital Management, Inc | 1,247 | +1,038 | $271.0K | +$222.5K | 496.6% |
| FOX RUN MANAGEMENT, L.L.C. | 4,471 | +1,130 | $971.6K | +$196.4K | 33.8% |
| LPL Financial LLC | 10,184 | +1,474 | $2.2M | +$192.3K | 16.9% |
| Focus Partners Advisor Solutions, LLC | 2,168 | +917 | $471.1K | +$191.9K | 73.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 8,907 | +1,334 | $1.9M | +$178.6K | 17.6% |
| Aigen Investment Management, LP | 3,479 | +983 | $756.0K | +$176.9K | 39.4% |
| PERSONAL CFO SOLUTIONS, LLC | 1,704 | +804 | $370.3K | +$161.6K | 89.3% |
| Focus Partners Wealth | 136,904 | +8,049 | $29.8M | -$144.8K | 6.2% |
| PRINCIPAL SECURITIES, INC. | 1,708 | +659 | $371.2K | +$127.8K | 62.8% |
| SIGNATUREFD, LLC | 861 | +550 | $187.1K | +$114.9K | 176.8% |
| Kestra Advisory Services, LLC | 1,792 | +586 | $389.4K | +$109.6K | 48.6% |
| Redmond Asset Management, LLC | 7,555 | +27 | $1.6M | -$104.8K | 0.3% |
| Empire Life Investments Inc. | 7,061 | +18 | $1.5M | -$99.6K | 0.3% |
| SIMPLEX TRADING, LLC | 424 | +364 | $92.1K | +$92.1K | 606.7% |
| B. Metzler seel. Sohn & Co. AG | 5,410 | +680 | $1.2M | +$78.2K | 14.4% |
| EverSource Wealth Advisors, LLC | 819 | +384 | $178.0K | +$77.1K | 88.3% |
| Advisory Services Network, LLC | 3,173 | +526 | $689.5K | +$75.4K | 19.9% |
| US BANCORP \DE\ | 7,969 | +187 | $1.7M | -$73.8K | 2.4% |
| Global Retirement Partners, LLC | 351 | +338 | $76.3K | +$73.3K | 2600.0% |
| JONES FINANCIAL COMPANIES LLLP | 415 | +322 | $90.2K | +$68.4K | 346.2% |
| Vident Advisory, LLC | 14,429 | +627 | $3.1M | -$66.6K | 4.5% |
| Parallel Advisors, LLC | 1,427 | +377 | $310.1K | +$66.5K | 35.9% |
| Farther Finance Advisors, LLC | 733 | +316 | $159.4K | +$62.5K | 75.8% |
| SJS Investment Consulting Inc. | 271 | +269 | $58.9K | +$58.4K | 13450.0% |
| HB Wealth Management, LLC | 3,322 | +461 | $721.9K | +$58.1K | 16.1% |
| BROWN BROTHERS HARRIMAN & CO | 508 | +221 | $110.4K | +$43.8K | 77.0% |
| Tidal Investments LLC | 2,835 | +373 | $614.7K | +$43.4K | 15.2% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,168 | +82 | $900.1K | +$28.7K | 2.0% |
| Federation des caisses Desjardins du Quebec | 1,929 | +239 | $419.2K | +$27.1K | 14.1% |
| Spectrum Asset Management, Inc. (NB/CA) | 1,819 | +4 | $395.3K | -$25.9K | 0.2% |
| MassMutual Private Wealth & Trust, FSB | 177 | +104 | $38.5K | +$21.5K | 142.5% |
| Diversify Advisory Services, LLC | 1,728 | +87 | $369.6K | +$19.6K | 5.3% |
| True Wealth Design, LLC | 172 | +94 | $37.4K | +$19.3K | 120.5% |
| GAMMA Investing LLC | 359 | +103 | $78.0K | +$18.6K | 40.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 251 | +83 | $54.7K | +$15.4K | 49.4% |
| ELEVATION WEALTH PARTNERS, LLC | 63 | +61 | $13.7K | +$13.2K | 3050.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 929 | +2 | $201.9K | -$13.2K | 0.2% |
| Quarry LP | 189 | +64 | $41.1K | +$12.1K | 51.2% |
| Verdence Capital Advisors LLC | 1,423 | +54 | $309.3K | +$10.4K | 3.9% |
| Andina Capital Management, LLC | 1,662 | +62 | $361.2K | -$10.0K | 3.9% |
| Ethic Inc. | 1,132 | +113 | $246.0K | +$9.6K | 11.1% |
| WPG Advisers, LLC | 185 | +49 | $40.2K | +$8.6K | 36.0% |
| Transamerica Financial Advisors, LLC | 102 | +41 | $22.2K | +$8.3K | 67.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,388 | +120 | $301.6K | +$7.4K | 9.5% |
| HRT FINANCIAL LP | 128,956 | +30,682 | $28.0K | +$5.2K | 31.2% |
| Sterling Capital Management LLC | 539 | +55 | $117.1K | +$4.8K | 11.4% |
| Thrivent Financial for Lutherans | 35,185 | +22,459 | $7.6K | +$4.7K | 176.5% |
| North Star Investment Management Corp. | 405 | +13 | $88.0K | -$2.9K | 3.3% |
| CVA Family Office, LLC | 230 | +2 | $50.0K | -$2.9K | 0.9% |
| Physician Wealth Advisors, Inc. | 16 | +12 | $3.5K | +$2.5K | 300.0% |
| SG Americas Securities, LLC | 15,090 | +11,868 | $3.3K | +$2.5K | 368.3% |
| Pictet Asset Management Holding SA | 3,881 | +235 | $843.4K | -$2.5K | 6.4% |
| Rockefeller Capital Management L.P. | 387 | +34 | $84.2K | +$2.3K | 9.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,844 | +10,097 | $5.8K | +$1.9K | 60.3% |
| AdvisorNet Financial, Inc | 17 | +9 | $3.7K | +$1.8K | 112.5% |
| Dogwood Wealth Management LLC | 20 | +9 | $4.3K | +$1.8K | 81.8% |
| HARBOUR INVESTMENTS, INC. | 21 | +9 | $4.6K | +$1.8K | 75.0% |
| CBIZ Investment Advisory Services, LLC | 24 | +8 | $5.2K | +$1.5K | 50.0% |
| Larson Financial Group LLC | 63 | +10 | $13.7K | +$1.4K | 18.9% |
| SouthState Corp | 7 | +6 | $1.5K | +$1.3K | 600.0% |
| BESSEMER GROUP INC | 6,421 | +2,599 | $1.4K | +$508 | 68.0% |
| CWM, LLC | 12,816 | +1,938 | $2.8K | +$261 | 17.8% |
| PARK AVENUE SECURITIES LLC | 3,922 | +1,227 | $852 | +$227 | 45.5% |
| AMICA MUTUAL INSURANCE CO | 1,904 | +974 | $414 | +$198 | 104.7% |
| HUNTINGTON NATIONAL BANK | 21 | +1 | $4.6K | -$77 | 5.0% |
| Cornerstone Planning Group LLC | 14 | +1 | $2.9K | +$76 | 7.7% |
| HARBOR CAPITAL ADVISORS, INC. | 2,140 | +411 | $465 | +$64 | 23.8% |
| HANTZ FINANCIAL SERVICES, INC. | 219 | +132 | $48 | +$28 | 151.7% |
| TD PRIVATE CLIENT WEALTH LLC | 14 | +1 | $3.0K | +$26 | 7.7% |
| Centerpoint Advisors, LLC | 79 | +18 | $17 | +$3 | 29.5% |
| Avion Wealth | 21 | +15 | $4 | +$3 | 250.0% |