MORNINGSTAR INC (MORN) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $3.85B in MORN holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of MORN tracked by InsiderSet, reporting ownership valued at approximately $395.28M in its March 31, 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 $384.17M, representing an estimated loss of -2.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed MORN value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Morgan Stanley, 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
436
Total Reported Value
$3.85B
Largest Holder
Blackrock, Inc.
Largest Position
$395.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 2,338,218 | $395,275,707 | $384,169,217 | -$11,106,490 | -2.81% | |
| Morgan Stanley | 0.02% | 1,730,549 | $292,549,533 | $284,329,201 | -$8,220,332 | -2.81% | |
| Wellington Management Group Llp | 0.05% | 1,662,405 | $281,029,566 | $273,133,142 | -$7,896,425 | -2.81% | |
| Vanguard Portfolio Management Llc | 0.01% | 1,051,820 | $177,810,171 | $172,814,026 | -$4,996,145 | -2.81% | |
| Vanguard Capital Management Llc | 0.00% | 989,467 | $167,269,396 | $162,569,428 | -$4,699,968 | -2.81% | |
| Two Sigma Investments, Lp | 0.12% | 859,459 | $145,291,544 | $141,209,114 | -$4,082,430 | -2.81% | |
| Bamco Inc | 0.39% | 759,515 | $128,396,011 | $124,788,315 | -$3,607,696 | -2.81% | |
| State Street Corp | 0.00% | 735,574 | $124,348,785 | $120,854,808 | -$3,493,977 | -2.81% | |
| Los Angeles Capital Management Llc | 0.43% | 645,384 | $109,102,164 | $106,036,591 | -$3,065,573 | -2.81% | |
| Select Equity Group, L.P. | 0.57% | 637,723 | $107,807,073 | $104,777,889 | -$3,029,184 | -2.81% | |
| Aqr Capital Management Llc | 0.05% | 623,616 | $105,204,100 | $102,460,109 | -$2,743,991 | -2.61% | |
| Geode Capital Management, Llc | 0.01% | 599,222 | $101,316,057 | $98,452,175 | -$2,863,882 | -2.83% | |
| Dimensional Fund Advisors Lp | 0.02% | 517,769 | $87,513,841 | $85,069,447 | -$2,444,394 | -2.79% | |
| Renaissance Technologies LLC | Jim Simons | 0.12% | 448,870 | $75,881,474 | $73,749,341 | -$2,132,133 | -2.81% |
| Arrowstreet Capital, Limited Partnership | 0.04% | 394,931 | $66,763,086 | $64,887,163 | -$1,875,923 | -2.81% | |
| Jane Street Group, Llc | 0.06% | 333,861 | $56,439,202 | $54,853,362 | -$1,585,840 | -2.81% | |
| Millennium Management Llc | 0.04% | 323,006 | $54,604,164 | $53,069,886 | -$1,534,278 | -2.81% | |
| Invesco Ltd. | 0.01% | 285,130 | $48,201,228 | $46,846,859 | -$1,354,369 | -2.81% | |
| Massachusetts Financial Services Co | 0.01% | 254,739 | $42,854,502 | $41,853,618 | -$1,000,884 | -2.34% | |
| Charles Schwab Investment Management Inc | 0.01% | 213,823 | $36,146,778 | $35,131,119 | -$1,015,659 | -2.81% | |
| Goldman Sachs Group Inc | 0.00% | 210,402 | $35,568,470 | $34,569,049 | -$999,421 | -2.81% | |
| Sei Investments Co | 0.03% | 189,302 | $32,002,354 | $31,102,319 | -$900,035 | -2.81% | |
| Quantinno Capital Management Lp | 0.05% | 186,946 | $31,603,292 | $30,715,228 | -$888,064 | -2.81% | |
| Bnp Paribas Asset Management Holding S.A. | 0.04% | 186,048 | $31,451,414 | $30,567,686 | -$883,728 | -2.81% | |
| Bank Of America Corp | 0.00% | 183,575 | $31,033,306 | $30,161,373 | -$871,933 | -2.81% | |
| Voloridge Investment Management, Llc | 0.12% | 177,872 | $30,069,262 | $29,224,370 | -$844,892 | -2.81% | |
| Confluence Investment Management Llc | 0.47% | 177,568 | $30,017,821 | $29,174,422 | -$843,399 | -2.81% | |
| Northern Trust Corp | 0.00% | 175,942 | $29,742,996 | $28,907,271 | -$835,725 | -2.81% | |
| Bank Of New York Mellon Corp | 0.01% | 175,006 | $29,584,785 | $28,753,486 | -$831,299 | -2.81% | |
| Royce & Associates Lp | 0.29% | 174,275 | $29,461,189 | $28,633,383 | -$827,806 | -2.81% | |
| Point72 Asset Management, L.P. | 0.05% | 170,909 | $28,892,166 | $28,080,349 | -$811,817 | -2.81% | |
| Gotham Asset Management, Llc | 0.09% | 169,630 | $28,675,952 | $27,870,209 | -$805,743 | -2.81% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.08% | 163,479 | $27,636,154 | $26,859,600 | -$776,554 | -2.81% | |
| Ameriprise Financial Inc | 0.01% | 156,711 | $26,491,948 | $25,747,617 | -$744,331 | -2.81% | |
| M&G Plc | 0.13% | 149,783 | $25,313,327 | $24,609,347 | -$703,980 | -2.78% | |
| Vanguard Fiduciary Trust Co | 0.01% | 142,845 | $24,147,947 | $23,469,434 | -$678,514 | -2.81% | |
| Qube Research & Technologies Ltd | 0.03% | 139,894 | $23,649,081 | $22,984,584 | -$664,497 | -2.81% | |
| Copeland Capital Management, Llc | 0.51% | 135,215 | $22,858,217 | $22,215,825 | -$642,393 | -2.81% | |
| Focus Partners Wealth | 0.03% | 134,871 | $22,822,818 | $22,159,305 | -$663,513 | -2.91% | |
| Kensico Capital Management Corp | 0.47% | 135,000 | $22,821,750 | $22,180,500 | -$641,250 | -2.81% | |
| American Capital Management Inc | 0.98% | 108,340 | $18,314,877 | $17,800,262 | -$514,615 | -2.81% | |
| Envestnet Asset Management Inc | 0.00% | 106,787 | $18,052,390 | $17,545,104 | -$507,286 | -2.81% | |
| Fmr Llc | 0.00% | 106,705 | $18,038,489 | $17,531,632 | -$506,858 | -2.81% | |
| Df Dent & Co Inc | 0.33% | 102,371 | $17,305,809 | $16,819,555 | -$486,254 | -2.81% | |
| Nomura Asset Management International Inc. | 0.03% | 91,290 | $15,433,000 | $14,998,947 | -$434,053 | -2.81% | |
| Janus Henderson Group Plc | 0.01% | 89,885 | $15,198,646 | $14,768,106 | -$430,540 | -2.83% | |
| Crawford Fund Management, Llc | 4.92% | 89,200 | $15,079,260 | $14,655,560 | -$423,700 | -2.81% | |
| Incline Global Management Llc | 5.87% | 88,354 | $14,936,244 | $14,516,562 | -$419,682 | -2.81% | |
| Schroder Investment Management Group | 0.01% | 84,286 | $13,879,376 | $13,848,190 | -$31,186 | -0.22% | |
| Congress Asset Management Co | 0.09% | 77,405 | $13,085,260 | $12,717,642 | -$367,619 | -2.81% |
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.