MorningstarMORN
13F holders, Q2 2026 (June 30)420holders −27
62new positions
91sold out
10famous investors
$156.02avg. 13F price*
At the end of Q2 2026, 420 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, down 27 from Q1 2026. 62 opened new positions and 91 sold out. The largest holders were Baron Capital (BAMCO) ($545.9M), BlackRock, Inc. ($324.8M) and Wellington Management Group LLP ($232.9M). 10 famous investors held it, including Ron Baron (0.8% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Morningstar Inc.
- CUSIP
- 617700109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $66.2M |
| Exits | 91 | $268.4M |
All 13F filers, Q1 2026 → Q2 2026: 5,186,568 shares bought and 4,626,712 shares sold, net +559,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 420 holders
| Baron Capital (BAMCO) | 0.82% | Add +360.7% | 3,499,146 | $545.9M |
| BlackRock, Inc. | 0.00% | Reduce -11.0% | 2,081,736 | $324.8M |
| Wellington Management Group LLP | 0.04% | Reduce -10.2% | 1,493,037 | $232.9M |
| Morgan Stanley | 0.01% | Reduce -14.2% | 1,484,135 | $231.6M |
| AQR Capital Management | 0.07% | Add +109.2% | 1,304,388 | $203.5M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -9.7% | 950,075 | $148.2M |
| Vanguard Capital Management LLC | 0.00% | Reduce -9.6% | 894,406 | $139.5M |
| State Street Corp. | 0.00% | Reduce -2.6% | 716,473 | $111.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.5% | 578,315 | $90.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +8.5% | 561,857 | $87.7M |
| Los Angeles Capital Management LLC | 0.32% | Reduce -13.6% | 557,955 | $87.1M |
| Two Sigma Investments, LP | 0.06% | Reduce -43.7% | 484,249 | $75.6M |
| Jane Street Group, LLC | 0.04% | Add +29.2% | 431,301 | $67.3M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +6.5% | 420,742 | $65.6M |
| Kensico Capital Management Corp. | 0.76% | Add +110.4% | 284,100 | $44.3M |
| Invesco Ltd. | 0.00% | Reduce -9.1% | 259,287 | $40.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -4.1% | 244,324 | $37.9M |
| Renaissance Technologies | 0.05% | Reduce -46.8% | 238,770 | $37.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.0% | 236,316 | $37.0M |
| Bank of New York Mellon Corp | 0.01% | Add +32.8% | 232,481 | $36.3M |
| Copeland Capital Management, LLC | 0.74% | Add +69.8% | 229,546 | $35.8M |
| UBS Group AG | 0.01% | Add +198.9% | 209,075 | $32.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.6% | 206,136 | $32.2M |
| Quantinno Capital Management LP | 0.04% | Add +8.7% | 203,220 | $31.7M |
| Bank of America Corp. | 0.00% | Add +4.9% | 192,610 | $30.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +2.8% | 191,181 | $29.8M |
| FMR LLC | 0.00% | Add +69.6% | 180,968 | $28.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.8% | 179,184 | $28.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 169,919 | $26.5M |
| Confluence Investment Management LLC | 0.41% | Reduce -6.4% | 166,257 | $25.9M |
| Millennium Management | 0.02% | Reduce -49.6% | 162,620 | $25.4M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -8.9% | 162,073 | $25.3M |
| Brookfield Corp | 0.03% | New | 156,792 | $24.5M |
| Norges Bank | 0.00% | — | 155,686 | $24.3M |
| Nordea Investment Management AB | 0.02% | Add +102.1% | 147,892 | $22.9M |
| Royce & Associates LP | 0.18% | Reduce -16.8% | 144,996 | $22.6M |
| Gotham Asset Management | 0.05% | Reduce -16.1% | 142,299 | $22.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -4.2% | 136,878 | $21.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.7% | 136,872 | $21.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Reduce -23.8% | 124,542 | $19.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.8% | 118,347 | $18.5M |
| American Capital Management Inc. | 0.80% | Add +6.1% | 114,947 | $17.9M |
| Sei Investments Co. | 0.02% | Reduce -40.4% | 112,779 | $17.6M |
| Crawford Fund Management, LLC | 5.24% | Add +22.8% | 109,500 | $17.1M |
| DF Dent & Co. Inc. | 0.31% | Add +3.9% | 106,374 | $16.6M |
| Jupiter Topco LLC | 0.01% | — | 91,390 | $14.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.2% | 76,156 | $11.9M |
| Tudor Investment Corporation | 0.05% | Add +90.2% | 76,095 | $11.9M |
| Candriam S.C.A. | 0.05% | New | 74,445 | $11.6M |
| Allianz Asset Management GmbH | 0.01% | Add +173.1% | 74,023 | $11.5M |
| Capital Fund Management S.A. | 0.08% | Add +2.8% | 69,077 | $10.8M |
| Stifel Financial Corp. | 0.01% | Add +6.5% | 67,188 | $10.5M |
| Loomis Sayles & Co. L P | 0.01% | Add +32.5% | 64,876 | $10.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.5% | 61,984 | $9.7M |
| Prudential Financial Inc. | 0.01% | Reduce -6.1% | 61,498 | $9.6M |
| Chicago Capital, LLC | 0.23% | Reduce -17.8% | 60,972 | $9.5M |
| Barlow Wealth Partners, LLC | 1.03% | Reduce -0.2% | 57,602 | $9.5M |
| Rhumbline Advisers | 0.01% | Reduce -10.8% | 55,898 | $8.7M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -39.9% | 54,859 | $8.6M |
| Ieq Capital, LLC | 0.04% | Add +85.0% | 53,907 | $8.4M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -2.7% | 50,700 | $7.9M |
| Nuveen, LLC | 0.00% | Reduce -18.1% | 49,783 | $7.8M |
| Mariner, LLC | 0.01% | Add +200.6% | 49,671 | $7.7M |
| SG Americas Securities, LLC | 0.00% | Add +4.1% | 48,845 | $7.6M |
| Squarepoint Ops LLC | 0.01% | New | 47,742 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Add +32.7% | 41,088 | $6.9M |
| First Trust Advisors LP | 0.00% | Add +72.8% | 44,475 | $6.9M |
| Swiss National Bank | 0.00% | Reduce -16.8% | 40,600 | $6.3M |
| Engineers Gate Manager LP | 0.08% | Add +182.2% | 39,989 | $6.2M |
| Algert Global LLC | 0.07% | Reduce -28.1% | 35,197 | $5.5M |
| Creative Planning | 0.00% | Add +0.9% | 34,701 | $5.4M |
| American Century Companies Inc. | 0.00% | Reduce -7.7% | 33,811 | $5.3M |
| Benjamin Edwards Inc. | 0.05% | Reduce -3.5% | 33,499 | $5.2M |
| Point72 Asset Management | 0.01% | Reduce -80.8% | 32,754 | $5.1M |
| XTX Topco Ltd | 0.07% | Add +52.9% | 32,638 | $5.1M |
| Quadrature Capital Ltd | 0.04% | Add +1540.6% | 31,566 | $4.9M |
| California Public Employees Retirement System | 0.00% | Reduce -6.5% | 31,222 | $4.9M |
| Citadel Advisors | 0.00% | Add +18.0% | 27,906 | $4.4M |
| Legal & General Group Plc | 0.00% | Reduce -16.1% | 27,422 | $4.3M |
| Barclays PLC | 0.00% | Reduce -4.8% | 26,602 | $4.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +175.6% | 26,415 | $4.1M |
| Nicholas Company, Inc. | 0.07% | No change | 26,185 | $4.1M |
| Caxton Associates LLP | 0.07% | Reduce -3.0% | 24,236 | $3.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +223.7% | 24,099 | $3.8M |
| State of Alaska, Department of Revenue | 0.04% | Add +40.5% | 23,699 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.7% | 23,623 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -22.0% | 22,952 | $3.6M |
| Vident Advisory, LLC | 0.03% | Add +5.5% | 22,877 | $3.6M |
| Cerity Partners LLC | 0.00% | Add +55.5% | 22,838 | $3.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -18.9% | 22,812 | $3.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.6% | 22,310 | $3.5M |
| Marshall Wace, LLP | 0.00% | Add +99.5% | 21,114 | $3.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.3% | 19,503 | $3.0M |
| MidFirst Bank | 0.21% | Reduce -1.3% | 18,560 | $2.9M |
| GHP Investment Advisors, Inc. | 0.11% | Add +638.6% | 18,361 | $2.9M |
| Lazard Asset Management LLC | 0.00% | Add +24.2% | 18,309 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +145.3% | 18,661 | $2.8M |
| Numerai GP LLC | 0.23% | Add +38.3% | 18,066 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.6% | 17,903 | $2.8M |
| Citigroup Inc. | 0.00% | Add +46.9% | 17,641 | $2.8M |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.