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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bamco Inc, Aqr Capital Management Llc, Two Sigma Investments, Lp, Invesco Ltd., and Wellington Management Group Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+1,533+60.3%4,076$635.94KQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheSell-322-2.0%15,846$2.47MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+14+15.1%107$16.70KQ2 2026Sep 04, 2026
Allianz Asset Management GmbhBuy+46,919+173.1%74,023$11.55MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+4,256+18.0%27,906$4.35MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-8,334-43.6%10,796$1.68MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-6,471-22.0%22,952$3.58MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+16,653+223.7%24,099$3.76MQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+1919$2.96KQ2 2026Aug 18, 2026
Redwood Investment Management, LlcBuy+13,99713,997$2.18MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-626-9.8%5,785$902.58KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+520+16.5%3,676$573.53KQ2 2026Aug 17, 2026
Dearborn Partners LlcSell-215-2.5%8,465$1.32MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-8-5.5%137$21.44KQ2 2026Aug 17, 2026
Bamco IncBuy+2,739,631+360.7%3,499,146$545.94MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+680,772+109.2%1,304,388$203.51MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-375,210-43.7%484,249$75.55MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+259,287259,287$40.45MQ2 2026Aug 14, 2026
Wellington Management Group LlpSell-169,368-10.2%1,493,037$232.94MQ2 2026Aug 14, 2026
Millennium Management LlcSell-160,386-49.7%162,620$25.37MQ2 2026Aug 14, 2026
Brookfield CorpBuy+156,792156,792$24.46MQ2 2026Aug 14, 2026
Kensico Capital Management CorpBuy+149,100+110.4%284,100$44.33MQ2 2026Aug 14, 2026
Point72 Asset Management, L.P.Sell-138,155-80.8%32,754$5.11MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+136,872136,872$21.35MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+97,440+29.2%431,301$67.29MQ2 2026Aug 14, 2026
Sei Investments CoSell-76,523-40.4%112,779$17.60MQ2 2026Aug 14, 2026
Squarepoint Ops LlcBuy+47,74247,742$7.45MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-47,062-82.0%10,301$1.61MQ2 2026Aug 14, 2026
Hrt Financial LpSell-40,632-93.4%2,876$448.00KQ2 2026Aug 14, 2026
Nomura Asset Management International Inc.Sell-36,431-39.9%54,859$8.56MQ2 2026Aug 14, 2026
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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.