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
Q2 2016Renaissance Technologies LLCBuy29,500615,800$50,360
Q1 2016Renaissance Technologies LLCBuy64,600586,300$51,753
Q4 2015Renaissance Technologies LLCBuy99,500521,700$41,950
Q3 2015Renaissance Technologies LLCBuy23,700422,200$33,886
Q2 2015Renaissance Technologies LLCBuy9,900398,500$31,701
Q1 2015Renaissance Technologies LLCSell-27,673388,600$29,110
Q4 2014Renaissance Technologies LLCSell-16,727416,273$26,937
Q3 2014Bares Capital ManagementSell-2,62016,695$1,134
Q3 2014Renaissance Technologies LLCBuy26,962433,000$29,401
Q2 2014Renaissance Technologies LLCBuy60,238406,038$29,158
Q1 2014Renaissance Technologies LLCBuy2,363345,800$27,325
Q4 2013Renaissance Technologies LLCBuy184,837343,437$26,819
Q3 2013Bares Capital ManagementSell-156,37219,315$1,531
Q3 2013Renaissance Technologies LLCBuy21,600158,600$12,571
Q2 2013Bares Capital ManagementBuy175,687175,687$13,630
Q2 2013Renaissance Technologies LLCBuy137,000137,000$10,628

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.