MORNINGSTAR INC (MORN) Institutional Shareholders
MORNINGSTAR INC (MORN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.78B in MORN holdings during the latest filing period.
Bamco Inc is currently the largest disclosed institutional shareholder of MORN tracked by InsiderSet, reporting ownership valued at approximately $545.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $713.23M, representing an estimated gain of +30.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed MORN value among the investors covered in this analysis. Major shareholders include Bamco Inc, Blackrock, Inc., Wellington Management Group Llp, and several other long-term asset managers with concentrated positions in MORNINGSTAR INC (MORN).
This page ranks the largest institutional MORN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bamco Inc | 0.82% | 3,499,146 | $545,936,759 | $713,230,929 | +$167,294,170 | +30.64% | |
| Blackrock, Inc. | 0.00% | 2,081,736 | $324,792,409 | $424,320,249 | +$99,527,840 | +30.64% | |
| Wellington Management Group Llp | 0.04% | 1,493,037 | $232,943,633 | $304,325,732 | +$71,382,099 | +30.64% | |
| Morgan Stanley | 0.01% | 1,484,135 | $231,555,301 | $302,511,237 | +$70,955,936 | +30.64% | |
| Aqr Capital Management Llc | 0.07% | 1,304,388 | $203,510,622 | $265,873,406 | +$62,362,784 | +30.64% | |
| Vanguard Portfolio Management Llc | 0.01% | 950,075 | $148,230,702 | $193,653,787 | +$45,423,085 | +30.64% | |
| Vanguard Capital Management Llc | 0.00% | 894,406 | $139,545,224 | $182,306,775 | +$42,761,551 | +30.64% | |
| State Street Corp | 0.00% | 716,473 | $111,784,117 | $146,038,692 | +$34,254,575 | +30.64% | |
| Geode Capital Management, Llc | 0.00% | 578,315 | $90,244,525 | $117,877,946 | +$27,633,421 | +30.62% | |
| Dimensional Fund Advisors Lp | 0.02% | 561,857 | $87,661,437 | $114,523,312 | +$26,861,875 | +30.64% | |
| Los Angeles Capital Management Llc | 0.32% | 557,955 | $87,052,139 | $113,727,968 | +$26,675,829 | +30.64% | |
| Two Sigma Investments, Lp | 0.06% | 484,249 | $75,552,529 | $98,704,474 | +$23,151,945 | +30.64% | |
| Jane Street Group, Llc | 0.04% | 431,301 | $67,291,582 | $87,912,083 | +$20,620,501 | +30.64% | |
| Arrowstreet Capital, Limited Partnership | 0.03% | 420,742 | $65,644,167 | $85,759,842 | +$20,115,675 | +30.64% | |
| Kensico Capital Management Corp | 0.76% | 284,100 | $44,325,282 | $57,908,103 | +$13,582,821 | +30.64% | |
| Invesco Ltd. | 0.00% | 259,287 | $40,453,958 | $52,850,469 | +$12,396,511 | +30.64% | |
| Massachusetts Financial Services Co | 0.01% | 244,324 | $37,936,294 | $49,800,561 | +$11,864,267 | +31.27% | |
| Renaissance Technologies LLC | Jim Simons | 0.05% | 238,770 | $37,252,895 | $48,668,489 | +$11,415,594 | +30.64% |
| Jpmorgan Chase & Co | 0.00% | 236,304 | $36,975,724 | $48,165,844 | +$11,190,120 | +30.26% | |
| Bank Of New York Mellon Corp | 0.01% | 232,481 | $36,271,609 | $47,386,602 | +$11,114,993 | +30.64% | |
| Copeland Capital Management, Llc | 0.74% | 229,546 | $35,813,765 | $46,788,361 | +$10,974,596 | +30.64% | |
| Ubs Group Ag | 0.01% | 209,075 | $32,619,882 | $42,615,757 | +$9,995,875 | +30.64% | |
| Charles Schwab Investment Management Inc | 0.00% | 206,136 | $32,161,339 | $42,016,701 | +$9,855,362 | +30.64% | |
| Quantinno Capital Management Lp | 0.04% | 203,220 | $31,706,536 | $41,422,333 | +$9,715,797 | +30.64% | |
| Bank Of America Corp | 0.00% | 192,610 | $30,051,078 | $39,259,696 | +$9,208,618 | +30.64% | |
| Bnp Paribas Asset Management Holding S.A. | 0.03% | 191,181 | $29,828,060 | $38,968,423 | +$9,140,363 | +30.64% | |
| Fmr Llc | 0.00% | 180,968 | $28,234,611 | $36,886,707 | +$8,652,096 | +30.64% | |
| Goldman Sachs Group Inc | 0.00% | 179,184 | $27,956,307 | $36,523,075 | +$8,566,768 | +30.64% | |
| Northern Trust Corp | 0.00% | 169,919 | $26,510,762 | $34,634,590 | +$8,123,828 | +30.64% | |
| Confluence Investment Management Llc | 0.41% | 166,257 | $25,939,404 | $33,888,164 | +$7,948,760 | +30.64% | |
| Millennium Management Llc | 0.02% | 162,620 | $25,371,972 | $33,146,835 | +$7,774,863 | +30.64% | |
| Voloridge Investment Management, Llc | 0.11% | 162,073 | $25,286,629 | $33,035,340 | +$7,748,711 | +30.64% | |
| Brookfield Corp | 0.03% | 156,792 | $24,462,688 | $31,958,913 | +$7,496,225 | +30.64% | |
| Norges Bank | 0.00% | 155,686 | $24,290,130 | $31,733,477 | +$7,443,347 | +30.64% | |
| Nordea Investment Management Ab | 0.02% | 147,892 | $22,921,041 | $30,144,826 | +$7,223,785 | +31.52% | |
| Royce & Associates Lp | 0.18% | 144,996 | $22,622,276 | $29,554,535 | +$6,932,259 | +30.64% | |
| Gotham Asset Management, Llc | 0.05% | 142,299 | $22,201,490 | $29,004,805 | +$6,803,315 | +30.64% | |
| Vanguard Fiduciary Trust Co | 0.00% | 136,878 | $21,355,706 | $27,899,843 | +$6,544,137 | +30.64% | |
| Ameriprise Financial Inc | 0.00% | 136,872 | $21,354,805 | $27,898,620 | +$6,543,815 | +30.64% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.06% | 124,542 | $19,431,069 | $25,385,396 | +$5,954,327 | +30.64% | |
| Envestnet Asset Management Inc | 0.00% | 118,347 | $18,464,523 | $24,122,669 | +$5,658,146 | +30.64% | |
| American Capital Management Inc | 0.80% | 114,947 | $17,934,031 | $23,429,647 | +$5,495,616 | +30.64% | |
| Sei Investments Co | 0.02% | 112,779 | $17,595,242 | $22,987,744 | +$5,392,502 | +30.65% | |
| Crawford Fund Management, Llc | 5.24% | 109,500 | $17,084,191 | $22,319,385 | +$5,235,194 | +30.64% | |
| Df Dent & Co Inc | 0.31% | 106,374 | $16,596,453 | $21,682,212 | +$5,085,759 | +30.64% | |
| Janus Henderson Group Plc | 0.01% | 89,885 | $15,198,646 | $18,321,260 | +$3,122,614 | +20.55% | |
| Principal Financial Group Inc | 0.01% | 76,156 | $11,881,860 | $15,522,877 | +$3,641,017 | +30.64% | |
| Tudor Investment Corp Et Al | 0.05% | 76,095 | $11,872,342 | $15,510,444 | +$3,638,102 | +30.64% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 69,226 | $11,702,656 | $14,110,336 | +$2,407,680 | +20.57% | |
| Candriam S.C.A. | 0.05% | 74,445 | $11,603,734 | $15,174,124 | +$3,570,390 | +30.77% |
Frequently asked questions about MORN
Who owns the most MORN stock?
The largest holders of MORN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MORNINGSTAR INC (MORN).
Is MORN widely held by superinvestors?
Many widely followed stocks like MORN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MORN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.