MORNINGSTAR INC (MORN) Institutional Ownership and Insiders Activity
MORNINGSTAR INC (MORN) is widely held by institutional investors, with 404 firms reporting positions valued at approximately $3.78B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Bamco Inc is the largest disclosed holder, reporting approximately $545.94M in MORN holdings in its latest filing.
Recent insider activity includes 50 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
404
Total Reported Value
$3.78B
Largest Holder
Bamco Inc
Largest Position
$545.94M
Insider Transactions (90d)
50
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
103
Top Institutional Owners
View allInvestorReported Balance
- Bamco Inc$545.94M
- Blackrock, Inc.$324.79M
- Wellington Management Group Llp$232.94M
- Morgan Stanley$231.56M
- Aqr Capital Management Llc$203.51M
Related MORN Institutional Insights:
- MORN 13F Institutional Holders
- MORN Top Institutional Shareholders
- MORN Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- MORN Insider Trading & SEC Form 4 Activity
- MORN Articles
- Top Institutional Investor Stock Rankings