MORNINGSTAR INC (MORN) Stock Institutional Trading Activity


MORNINGSTAR INC (MORN) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Parnassus Endeavor Fund, Sequoia Financial Advisors, Polen Capital Management, and Bares Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Renaissance Technologies LLCSell-137,000323,770$70,358,459
Q3 2025Sequoia Financial AdvisorsBuy2611,061$246,163
Q3 2025Parnassus Endeavor FundSell-46742,488$9,857,641
Q3 2025Renaissance Technologies LLCBuy195,600460,770$106,903,248
Q2 2025Sequoia Financial AdvisorsBuy800800$251,144
Q2 2025Parnassus Endeavor FundSell-11,28742,955$13,484,863
Q2 2025Renaissance Technologies LLCBuy29,900265,170$83,244,818
Q1 2025Polen Capital ManagementSell-3723,534$1,059,741
Q1 2025Parnassus Endeavor FundSell-15,86954,242$16,265,549
Q1 2025Renaissance Technologies LLCBuy46,900235,270$70,550,415
Q4 2024Polen Capital ManagementSell-2,2903,906$1,315,385
Q4 2024Parnassus Endeavor FundSell-92370,111$23,610,580
Q4 2024Renaissance Technologies LLCBuy4,900188,370$63,435,481
Q3 2024Polen Capital ManagementSell-1,8686,196$1,977,268
Q3 2024Renaissance Technologies LLCBuy6,600183,470$58,548,946
Q2 2024Polen Capital ManagementSell-1,2678,064$2,385,734
Q2 2024Parnassus Endeavor FundSell-23,69471,034$21,015,409
Q2 2024Renaissance Technologies LLCSell-9,630176,870$52,326,990
Q1 2024Renaissance Technologies LLCSell-29,400186,500$57,511
Q1 2024Polen Capital ManagementSell-4,4549,331$2,877,400
Q4 2023Renaissance Technologies LLCSell-48,900215,900$61,799
Q4 2023Polen Capital ManagementSell-27613,785$3,945,818
Q3 2023Renaissance Technologies LLCSell-28,000264,800$62,027
Q3 2023Polen Capital ManagementBuy8,43914,061$3,293,649
Q2 2023Renaissance Technologies LLCSell-18,800292,800$57,409
Q2 2023Polen Capital ManagementBuy5,6225,622$1,102,306
Q1 2023Renaissance Technologies LLCSell-29,770311,600$63,264
Q1 2023Parnassus Endeavor FundBuy34,51894,728$19,232,626
Q4 2022Renaissance Technologies LLCSell-27,700341,370$73,937
Q4 2022Parnassus Endeavor FundSell-6,69960,210$13,040,884

Frequently asked questions about MORN activity

  • Which institutional owners are buying MORN?

    Institutional owners buying MORN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MORN activity?

    "Buy" means an investor increased their reported position in MORN compared to the prior reporting period. This reflects growing exposure to MORNINGSTAR INC (MORN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MORN increasing?

    Institutional interest in MORN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.