MORNINGSTAR INC (MORN) Institutional Ownership

MORN is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $76.85M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $75.88M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's MORN position is now estimated to be worth approximately $68.78M, representing an estimated loss of -9.36% since the filing period.

Major shareholders tracked on this page include Renaissance Technologies LLC, RV Capital, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward MORNINGSTAR INC (MORN).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$76,851,726454,442
Q4 20252$71,001,697326,730
Q3 20253$117,007,052504,319
Q2 20253$96,980,825308,925
Q1 20253$87,875,705293,046
Q4 20243$88,361,446262,387
Q3 20243$83,194,584260,700
Q2 20243$75,728,133255,968
Q1 20243$32,146,184290,559
Q4 20233$31,122,560324,413
Q3 20233$25,544,763373,589
Q2 20233$19,733,034393,150

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