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 2023Parnassus Endeavor FundBuy34,51894,728$19,232,626
Q1 2023Renaissance Technologies LLCSell-29,770311,600$63,264
Q4 2022Renaissance Technologies LLCSell-27,700341,370$73,937
Q4 2022Parnassus Endeavor FundSell-6,69960,210$13,040,884
Q3 2022Renaissance Technologies LLCSell-25,300369,070$78,361
Q2 2022Renaissance Technologies LLCSell-21,200394,370$95,370
Q1 2022Parnassus Endeavor FundSell-25,53766,909$18,278
Q1 2022Renaissance Technologies LLCBuy4,670415,570$113,521
Q4 2021Renaissance Technologies LLCSell-39,270410,900$140,524
Q3 2021Renaissance Technologies LLCSell-25,400450,170$116,608
Q2 2021Renaissance Technologies LLCSell-30,400475,570$122,274
Q1 2021Renaissance Technologies LLCSell-95,700505,970$113,863
Q1 2021Parnassus Endeavor FundSell-15,19592,446$20,804
Q4 2020Renaissance Technologies LLCSell-122,700601,670$139,329
Q4 2020Parnassus Endeavor FundSell-10,850107,641$24,926
Q3 2020Parnassus Endeavor FundSell-42,821118,491$19,031
Q3 2020Renaissance Technologies LLCSell-35,100724,370$116,341
Q2 2020Renaissance Technologies LLCBuy41,900759,470$107,062
Q1 2020Parnassus Endeavor FundBuy42,651161,312$18,753
Q1 2020Renaissance Technologies LLCBuy34,054717,570$83,418
Q4 2019Parnassus Endeavor FundBuy118,661118,661$17,955
Q4 2019Renaissance Technologies LLCBuy17,646683,516$103,423
Q3 2019Renaissance Technologies LLCBuy22,100665,870$97,310
Q2 2019Renaissance Technologies LLCSell-52,500643,770$93,115
Q1 2019Renaissance Technologies LLCBuy4,700696,270$87,723
Q4 2018Renaissance Technologies LLCBuy47,800691,570$75,962
Q3 2018Renaissance Technologies LLCBuy97,870643,770$81,051
Q1 2018Renaissance Technologies LLCSell-12,000545,900$52,144
Q4 2017Renaissance Technologies LLCSell-10,900557,900$54,100
Q3 2017Renaissance Technologies LLCSell-22,300568,800$48,342

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.

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