Home › Stocks › MORN › All Fund Holders
MORN — MORNINGSTAR INC · All Fund Holders
Funds holding (latest): 47 · Reported value held: $2.82B
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
| Millennium Management history | Q2 2026 | 162.62K | $25.37M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 155.69K | $24.29M | 0.00% | Reduce |
| Royce & Associates history | Q2 2026 | 145.00K | $22.62M | 0.18% | Reduce |
| Janus Henderson Group history | Q1 2026 | 89.89K | $15.20M | 0.01% | Add |
| Balyasny Asset Management history | Q1 2025 | 41.33K | $12.39M | 0.02% | Reduce |
| Principal Global Investors history | Q2 2026 | 76.16K | $11.88M | 0.01% | Reduce |
| Prudential Financial history | Q2 2026 | 61.50K | $9.59M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 51.81K | $8.08M | 0.00% | Add |
| CPP Investments history | Q2 2026 | 50.70K | $7.91M | 0.00% | Reduce |
| Point72 Asset Management history | Q2 2026 | 32.75K | $5.11M | 0.01% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 27.42K | $4.28M | 0.00% | Reduce |
| Marshall Wace history | Q2 2026 | 21.11K | $3.29M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 19.50K | $3.04M | 0.00% | Reduce |
| Lazard Asset Management history | Q2 2026 | 18.31K | $2.86M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 17.64K | $2.75M | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 15.85K | $2.47M | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 13.63K | $2.13M | 0.00% | New |
| CDPQ (Caisse de Depot) history | Q2 2026 | 8.60K | $1.34M | 0.00% | Add |
| Polen Capital Management history | Q1 2025 | 3.53K | $1.06M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 5.59K | $872.78K | 0.00% | Reduce |
| Maverick Capital history | Q3 2021 | 3.30K | $855.00K | 0.01% | New |
| Bridgewater Associates history | Q2 2026 | 4.25K | $662.93K | 0.00% | New |
| Deutsche Bank AG history | Q2 2026 | 2.55K | $398.48K | 0.00% | Add |
| Amundi US history | Q2 2026 | 1.77K | $275.69K | 0.00% | Hold |
| Fidelity International (FIL) history | Q2 2022 | 499 | $121.00K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 692 | $107.97K | 0.00% | Reduce |
| T. Rowe Price Associates history | Q2 2026 | 23.62K | $3.69K | 0.00% | Add |