MORNINGSTAR INC (MORN) Institutional Ownership Changes & 13F Activity

MORNINGSTAR INC (MORN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, RV Capital, Sequoia Financial Advisors, Parnassus Endeavor Fund, and Polen Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy125,100448,870$75,881,474
Q1 2026RV CapitalBuy3,7003,700$653,790
Q1 2026Sequoia Financial AdvisorsSell-1,0881,872$316,462
Q4 2025Renaissance Technologies LLCSell-137,000323,770$70,358,459
Q4 2025Sequoia Financial AdvisorsBuy1,8992,960$643,238
Q3 2025Renaissance Technologies LLCBuy195,600460,770$106,903,248
Q3 2025Parnassus Endeavor FundSell-46742,488$9,857,641
Q3 2025Sequoia Financial AdvisorsBuy2611,061$246,163
Q2 2025Renaissance Technologies LLCBuy29,900265,170$83,244,818
Q2 2025Parnassus Endeavor FundSell-11,28742,955$13,484,863
Q2 2025Sequoia Financial AdvisorsBuy800800$251,144
Q1 2025Renaissance Technologies LLCBuy46,900235,270$70,550,415
Q1 2025Parnassus Endeavor FundSell-15,86954,242$16,265,549
Q1 2025Polen Capital ManagementSell-3723,534$1,059,741
Q4 2024Renaissance Technologies LLCBuy4,900188,370$63,435,481
Q4 2024Polen Capital ManagementSell-2,2903,906$1,315,385
Q4 2024Parnassus Endeavor FundSell-92370,111$23,610,580
Q3 2024Renaissance Technologies LLCBuy6,600183,470$58,548,946
Q3 2024Polen Capital ManagementSell-1,8686,196$1,977,268
Q2 2024Parnassus Endeavor FundSell-23,69471,034$21,015,409
Q2 2024Renaissance Technologies LLCSell-9,630176,870$52,326,990
Q2 2024Polen Capital ManagementSell-1,2678,064$2,385,734
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

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.

Related MORN Institutional Insights