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MORN — MORNINGSTAR INC

Reported value held$2.82B
Funds holding (latest)47
SectorFinancials
Funds holding (Q2 2026)41
Institutional value$2.28B · 14.61M sh
New / Add / Cut / Exit3 / 14 / 23 / 1
Top-5 / Top-10 concentration67.6% / 81.2%
Institutional holdings change Accumulating +19.2% (+2.36M sh)
Institutional value change Up +10.1%

As of Q2 2026, 41 SEC-registered investment managers reported holding MORN (MORNINGSTAR INC) in their latest 13F filings, with a combined reported value of $2.28B across 14.61M shares. That is +19.2% by share count (+2.36M shares) versus the previous quarter, while reported value moved +10.1%. Ownership is concentrated: the five largest holders account for 67.6% of reported value and the top ten for 81.2%.

Compared with the prior quarter, 3 opened new positions, 14 added to existing stakes, 23 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

MORN is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Baron Funds history Q2 2026 3.50M $545.94M 1.31% Add
Vanguard Group history Q4 2025 2.37M $515.97M 0.01% Reduce
BlackRock Inc history Q2 2026 2.08M $324.79M 0.01% Reduce
Wellington Management Group history Q2 2026 1.49M $232.94M 0.04% Reduce
Morgan Stanley history Q2 2026 1.48M $231.56M 0.01% Reduce
AQR Capital Management history Q2 2026 1.30M $203.51M 0.07% Add
Geode Capital Management history Q2 2026 578.32K $90.24M 0.01% Reduce
Two Sigma Investments history Q2 2026 484.25K $75.55M 0.06% Reduce
Arrowstreet Capital history Q2 2026 420.74K $65.64M 0.03% Add
Invesco Ltd history Q2 2026 259.29K $40.45M 0.00% Reduce
MFS Investment Management history Q2 2026 244.32K $37.94M 0.01% Reduce
Renaissance Technologies history Q2 2026 238.77K $37.25M 0.05% Reduce
JPMorgan Chase & Co history Q2 2026 236.32K $36.98M 0.00% New
BNY Mellon history Q2 2026 232.48K $36.27M 0.01% Add
UBS Group AG history Q2 2026 209.07K $32.62M 0.00% Add
Charles Schwab Investment Management history Q2 2026 206.14K $32.16M 0.00% Reduce
Bank of America Corp history Q2 2026 192.61K $30.05M 0.00% Add
Fidelity Management & Research (FMR) history Q2 2026 180.97K $28.23M 0.00% Add
Goldman Sachs Group history Q2 2026 179.18K $27.96M 0.00% Reduce
Northern Trust Corp history Q2 2026 169.92K $26.51M 0.00% Reduce

View all 47 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Baron Funds 1.21M 1.21M 1.17M 1.16M 1.15M 1.13M 1.13M 1.23M 1.33M 1.32M 1.31M 1.31M 1.31M 1.31M 1.30M 1.30M 1.41M 1.24M 759.51K 3.50M
BlackRock Inc — — — — — — — — — — — — 2.58M 2.67M 2.70M 2.52M 2.39M 2.36M 2.34M 2.08M
Wellington Management Group — — 2.09K — — — — — 349.20K 509.49K 790.04K 945.35K 950.51K 1.08M 1.08M 780.84K 612.83K 1.14M 1.66M 1.49M
Morgan Stanley 102.99K 99.44K 71.25K 182.29K 155.29K 1.22M 1.62M 1.94M 1.96M 1.94M 1.94M 2.02M 2.08M 2.06M 2.10M 2.07M 1.96M 2.01M 1.73M 1.48M
AQR Capital Management 13.11K 11.73K 12.97K 13.40K 10.78K 9.08K 4.24K 7.40K 8.02K 5.63K 10.99K 6.38K 7.70K 13.10K 37.16K 293.97K 608.24K 900.30K 623.63K 1.30M
Geode Capital Management 307.86K 319.04K 331.24K 330.50K 347.13K 366.04K 377.39K 392.51K 422.53K 439.04K 459.38K 486.97K 497.41K 561.43K 615.53K 626.94K 615.79K 596.98K 599.22K 578.32K
Two Sigma Investments — — — — 2.70K — 7.30K 19.09K 7.17K 7.10K 6.80K — — 36.24K 113.15K 160.67K 286.18K 382.45K 859.46K 484.25K
Arrowstreet Capital 47.52K 23.55K 19.52K — — — — — — 1.46K 11.76K 15.23K 26.69K 117.16K 162.94K 193.61K 290.62K 285.10K 394.93K 420.74K
Invesco Ltd 324.58K 322.94K 324.16K 331.33K 332.19K 334.44K 334.37K 332.18K 252.07K 58.98K 41.03K 44.97K 117.14K 194.18K 76.65K 280.92K 296.30K 272.00K 285.13K 259.29K
MFS Investment Management — 376.24K — 485.28K 485.57K 600.82K 635.33K 627.36K 1.01M 1.08M 1.09M 1.10M 1.20M 1.02M 862.26K 640.13K 451.24K 361.69K 254.74K 244.32K
Renaissance Technologies 450.17K 410.90K 415.57K 394.37K 369.07K 341.37K 311.60K 292.80K 264.80K 215.90K 186.50K 176.87K 183.47K 188.37K 235.27K 265.17K 460.77K 323.77K 448.87K 238.77K
JPMorgan Chase & Co 478.47K 576.35K 733.61K 787.36K 795.33K 834.36K 857.38K 773.42K 343.56K 272.52K 263.21K 244.02K 202.14K 190.66K 200.76K 236.32K 318.48K 365.56K — 236.32K
BNY Mellon 319.53K 307.54K 297.70K 296.73K 289.15K 285.57K 283.55K 272.11K 389.63K 386.48K 359.15K 327.90K 282.86K 288.03K 270.18K 198.59K 183.65K 169.96K 175.01K 232.48K
UBS Group AG 7.22K 16.53K 11.24K 13.96K 6.29K 3.60K 6.66K 8.99K 2.65K 11.30K 19.45K 11.17K 17.76K 107.89K 105.25K 57.71K 156.74K 295.35K 69.94K 209.07K
Charles Schwab Investment Management 133.82K 136.44K 140.35K 143.82K 156.44K 163.78K 166.06K 167.94K 176.41K 181.60K 184.17K 186.72K 191.76K 194.19K 196.47K 193.54K 181.44K 189.93K 213.82K 206.14K
Bank of America Corp 143.56K 139.88K 1.35M 1.89M 2.11M 2.33M 2.46M 1.29M 1.28M 1.29M 1.70M 1.53M 1.56M 1.30M 916.43K 912.05K 159.58K 164.31K 183.57K 192.61K
Fidelity Management & Research (FMR) 923.73K 869.13K 830.48K 819.42K 599.14K 465.95K 410.50K 434.75K 434.54K 408.64K 447.49K 361.26K 400.52K 399.58K 419.98K 273.75K 193.44K 149.02K 106.70K 180.97K
Goldman Sachs Group 62.19K 64.94K 103.20K 100.53K 102.30K 116.10K 67.25K 754.70K 274.86K 163.31K 213.75K 170.60K 215.66K 232.48K 137.92K 377.48K 98.46K 113.82K 210.40K 179.18K
Northern Trust Corp 112.47K 109.59K 111.17K 107.82K 109.73K 117.80K 124.07K 121.34K 191.77K 194.94K 171.47K 194.29K 194.02K 230.15K 217.62K 208.38K 191.98K 176.61K 175.94K 169.92K
Millennium Management 219.05K 125.94K 874 — 412.33K 417.18K 343.48K 332.29K — 1.40K 126.06K 320.19K 495.11K 287.66K 540.79K 811.16K 298.74K 343.83K 323.01K 162.62K

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