MorningstarMORN
13F holders, Q1 2026 (March 31)447holders −28
63new positions
91sold out
9famous investors
$169.08avg. 13F price*
At the end of Q1 2026, 447 institutions reported holding Morningstar Inc. (MORN) in their 13F filings, down 28 from Q4 2025. 63 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($395.3M), Morgan Stanley ($292.5M) and Wellington Management Group LLP ($281.0M). 9 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $89.4M |
| Exits | 91 | $160.9M |
All 13F filers, Q4 2025 → Q1 2026: 4,183,243 shares bought and 4,038,745 shares sold, net +144,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| BlackRock, Inc. | 0.01% | Reduce -1.1% | 2,338,218 | $395.3M |
| Morgan Stanley | 0.02% | Reduce -13.8% | 1,730,549 | $292.5M |
| Wellington Management Group LLP | 0.05% | Add +46.3% | 1,662,405 | $281.0M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,051,820 | $177.8M |
| Vanguard Capital Management LLC | 0.00% | — | 989,467 | $167.3M |
| Two Sigma Investments, LP | 0.12% | Add +124.7% | 859,459 | $145.3M |
| Baron Capital (BAMCO) | 0.39% | Reduce -38.8% | 759,515 | $128.4M |
| State Street Corp. | 0.00% | Reduce -1.5% | 735,574 | $124.3M |
| Los Angeles Capital Management LLC | 0.43% | Add +581327.0% | 645,384 | $109.1M |
| Select Equity Group, L.P. | 0.57% | Reduce -58.1% | 637,723 | $107.8M |
| AQR Capital Management | 0.05% | Reduce -30.7% | 623,629 | $105.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.4% | 599,222 | $101.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +9.7% | 517,769 | $87.5M |
| Renaissance Technologies | 0.12% | Add +38.6% | 448,870 | $75.9M |
| JPMorgan Chase & Co. | 0.00% | Add +17.6% | 430,056 | $70.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +38.5% | 394,931 | $66.8M |
| Jane Street Group, LLC | 0.06% | Reduce -21.3% | 333,861 | $56.4M |
| Millennium Management | 0.04% | Reduce -6.1% | 323,006 | $54.6M |
| Invesco Ltd. | 0.00% | Add +4.8% | 285,130 | $48.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -29.6% | 254,739 | $42.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +12.6% | 213,823 | $36.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.8% | 210,402 | $35.6M |
| Sei Investments Co. | 0.03% | Add +219.4% | 189,302 | $32.0M |
| Quantinno Capital Management LP | 0.05% | Reduce -1.0% | 186,946 | $31.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +593.1% | 186,048 | $31.5M |
| Bank of America Corp. | 0.00% | Add +11.7% | 183,575 | $31.0M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -21.5% | 177,872 | $30.1M |
| Confluence Investment Management LLC | 0.47% | Add +150.0% | 177,568 | $30.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 175,942 | $29.7M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 175,006 | $29.6M |
| Royce & Associates LP | 0.29% | Add +21.9% | 174,275 | $29.5M |
| Point72 Asset Management | 0.05% | Add +17.1% | 170,909 | $28.9M |
| Gotham Asset Management | 0.09% | Add +69.2% | 169,630 | $28.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Reduce -13.0% | 163,479 | $27.6M |
| Ameriprise Financial Inc. | 0.01% | Add +692.2% | 156,711 | $26.5M |
| M&G PLC | 0.13% | Reduce -4.1% | 149,783 | $25.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 142,845 | $24.1M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -42.3% | 139,894 | $23.6M |
| Copeland Capital Management, LLC | 0.51% | Add +28.4% | 135,215 | $22.9M |
| Focus Partners Wealth | 0.03% | Reduce -1.5% | 134,871 | $22.8M |
| Kensico Capital Management Corp. | 0.47% | New | 135,000 | $22.8M |
| American Capital Management Inc. | 0.98% | Reduce -4.2% | 108,340 | $18.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.2% | 106,787 | $18.1M |
| FMR LLC | 0.00% | Reduce -28.4% | 106,705 | $18.0M |
| DF Dent & Co. Inc. | 0.33% | Reduce -29.7% | 102,371 | $17.3M |
| Nomura Asset Management International Inc. | 0.03% | New | 91,290 | $15.4M |
| Janus Henderson Group PLC | 0.01% | Add +56.1% | 89,885 | $15.2M |
| Crawford Fund Management, LLC | 4.92% | Add +339.4% | 89,200 | $15.1M |
| Incline Global Management LLC | 5.87% | Add +1307.4% | 88,354 | $14.9M |
| Schroder Investment Management Group | 0.01% | Reduce -44.1% | 84,286 | $13.9M |
| Congress Asset Management Co. | 0.09% | Add +3.8% | 77,405 | $13.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -12.5% | 77,073 | $13.0M |
| Chicago Capital, LLC | 0.34% | Add +7.4% | 74,162 | $12.5M |
| Nordea Investment Management AB | 0.01% | Reduce -4.4% | 73,169 | $12.3M |
| Prudential Financial Inc. | 0.01% | Add +55.3% | 65,498 | $12.0M |
| UBS Group AG | 0.00% | Reduce -76.3% | 69,942 | $11.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.3% | 69,226 | $11.7M |
| Capital Fund Management S.A. | 0.10% | Add +9.8% | 67,205 | $11.4M |
| Stifel Financial Corp. | 0.01% | Add +368.0% | 63,101 | $10.7M |
| Barlow Wealth Partners, LLC | 1.18% | Add +3.9% | 57,720 | $10.6M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 62,693 | $10.6M |
| Nuveen, LLC | 0.00% | Reduce -14.5% | 60,776 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Add +86.4% | 57,363 | $9.7M |
| Meeder Asset Management Inc. | 0.54% | Reduce -3.6% | 55,614 | $9.4M |
| Canada Pension Plan Investment Board | 0.01% | Add +175.7% | 52,100 | $8.8M |
| Loomis Sayles & Co. L P | 0.01% | Add +541.9% | 48,981 | $8.3M |
| Algert Global LLC | 0.12% | No change | 48,957 | $8.3M |
| Swiss National Bank | 0.00% | Reduce -2.4% | 48,800 | $8.2M |
| SG Americas Securities, LLC | 0.01% | Add +211.1% | 46,937 | $7.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +29.7% | 45,628 | $7.7M |
| HRT Financial LP | 0.02% | Reduce -66.3% | 43,508 | $7.4M |
| BNP Paribas Financial Markets | 0.00% | Add +113.5% | 42,179 | $7.1M |
| River Road Asset Management, LLC | 0.08% | New | 42,084 | $7.1M |
| Tudor Investment Corporation | 0.04% | Add +749.3% | 40,000 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Add +18.1% | 30,966 | $6.7M |
| American Century Companies Inc. | 0.00% | Add +1974.9% | 36,642 | $6.2M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +27.1% | 35,752 | $6.0M |
| Benjamin Edwards Inc. | 0.06% | Add +636.2% | 34,706 | $5.9M |
| Panagora Asset Management Inc. | 0.02% | Reduce -10.8% | 34,615 | $5.9M |
| Creative Planning | 0.00% | Add +16.3% | 34,401 | $5.8M |
| California Public Employees Retirement System | 0.00% | Reduce -5.9% | 33,381 | $5.6M |
| Legal & General Group Plc | 0.00% | Reduce -16.4% | 32,696 | $5.5M |
| California State Teachers Retirement System | 0.01% | Add +15.8% | 29,423 | $5.0M |
| Trexquant Investment LP | 0.04% | Add +44.0% | 29,267 | $4.9M |
| Ieq Capital, LLC | 0.02% | Reduce -43.5% | 29,135 | $4.9M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.7% | 28,146 | $4.8M |
| Bank of Nova Scotia | 0.01% | Reduce -18.1% | 28,000 | $4.7M |
| Barclays PLC | 0.00% | Add +20.2% | 27,950 | $4.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1976.3% | 27,428 | $4.7M |
| Allianz Asset Management GmbH | 0.01% | Add +63.4% | 27,104 | $4.6M |
| Nicholas Company, Inc. | 0.09% | Reduce -0.5% | 26,185 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -45.8% | 26,161 | $4.4M |
| Holocene Advisors, LP | 0.01% | New | 25,983 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -59.9% | 25,731 | $4.3M |
| Caxton Associates LLP | 0.10% | New | 24,977 | $4.2M |
| Citadel Advisors | 0.00% | New | 23,650 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 23,229 | $3.9M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 22,680 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +26.9% | 22,613 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +156.9% | 22,471 | $3.8M |
"% of holder's portfolio" is MORN's weight in each manager's 13F, not the share of Morningstar Inc. the manager owns.