MORNINGSTAR INC MORN
$165.94
+2.5% 52w: $141.84 – $311.18
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data141.84226.51311.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
442
-32 QoQ
13F value
$3.98B
-24.5% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.5×
$3.3M calls / $6.7M puts
Institutional value by quarter
Number of holders
Who owns MORN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 2.3M | $395.3M | 0.0% | -1.1% |
| MORGAN STANLEY | Bank broker | 1.7M | $292.5M | 0.0% | -13.7% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.7M | $281.0M | 0.1% | +46.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.1M | $177.8M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 989.5K | $167.3M | 0.0% | — |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 859.5K | $145.3M | 0.1% | +124.7% |
| BAMCO INC /NY/ | Other | 759.5K | $128.4M | 0.4% | -38.8% |
| STATE STREET CORP | Index provider | 735.6K | $124.3M | 0.0% | -1.5% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Diversified mechanical | 645.4K | $109.1M | 0.4% | +581327.0% |
| Select Equity Group, L.P. ★2 | Fundamental diversified | 637.7K | $107.8M | 0.6% | -58.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 623.6K | $105.2M | 0.0% | -30.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 599.2K | $101.3M | 0.0% | +0.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 517.8K | $87.5M | 0.0% | +9.7% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 448.9K | $75.9M | 0.1% | +38.6% |
| JPMORGAN CHASE & CO | Bank broker | 430.1K | $70.8M | 0.0% | +17.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 394.9K | $66.8M | 0.0% | +38.5% |
| JANE STREET GROUP, LLC | Market maker | 333.9K | $56.4M | 0.1% | -21.3% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 323.0K | $54.6M | 0.0% | -6.1% |
| Invesco Ltd. | Index provider | 285.1K | $48.2M | 0.0% | +4.8% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 254.7K | $42.9M | 0.0% | -29.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 213.8K | $36.1M | 0.0% | +12.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 210.4K | $35.6M | 0.0% | +84.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 189.3K | $32.0M | 0.0% | +219.4% |
| Quantinno Capital Management LP | Diversified mechanical | 186.9K | $31.6M | 0.1% | -1.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Bank broker | 186.0K | $31.5M | 0.0% | +593.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 183.6K | $31.0M | 0.0% | +11.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 177.9K | $30.1M | 0.1% | -21.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 177.6K | $30.0M | 0.5% | +150.0% |
| NORTHERN TRUST CORP | Index provider | 175.9K | $29.7M | 0.0% | -0.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 175.0K | $29.6M | 0.0% | +3.0% |
| ROYCE & ASSOCIATES LP | Other | 174.3K | $29.5M | 0.3% | +21.9% |
| Point72 Asset Management, L.P. | Multistrat pod | 170.9K | $28.9M | 0.1% | +17.1% |
| Gotham Asset Management, LLC | Diversified mechanical | 169.6K | $28.7M | 0.1% | +69.2% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 163.5K | $27.6M | 0.1% | -13.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 156.7K | $26.5M | 0.0% | +692.2% |
| M&G PLC | Other | 149.8K | $25.3M | 0.1% | -4.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 142.8K | $24.1M | 0.0% | — |
| Qube Research & Technologies Ltd | Quant stat arb | 139.9K | $23.6M | 0.0% | -42.3% |
| Copeland Capital Management, LLC | Other | 135.2K | $22.9M | 0.5% | +28.4% |
| Focus Partners Wealth | Wealth advisor | 134.9K | $22.8M | 0.0% | -1.5% |
| KENSICO CAPITAL MANAGEMENT CORP ★3 | Fundamental concentrated | 135.0K | $22.8M | 0.5% | New |
| AMERICAN CAPITAL MANAGEMENT INC ★2 | Fundamental diversified | 108.3K | $18.3M | 1.0% | -4.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 106.8K | $18.1M | 0.0% | +24.2% |
| FMR LLC | Long only active | 106.7K | $18.0M | 0.0% | -28.4% |
| DF DENT & CO INC | Other | 102.4K | $17.3M | 0.3% | -29.7% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 91.3K | $15.4M | 0.0% | New |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 89.9K | $15.2M | 0.0% | +56.1% |
| Crawford Fund Management, LLC ★3 | Fundamental concentrated | 89.2K | $15.1M | 4.9% | +339.4% |
| Incline Global Management LLC ★2 | Fundamental concentrated | 88.4K | $14.9M | 5.9% | +1307.4% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 84.3K | $13.9M | 0.0% | -44.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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