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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Select Equity Group, L.P., Bamco Inc, Wellington Management Group Llp, Aqr Capital Management Llc, and Two Sigma Investments, Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +5 | — | 5 | $1.09K | Q4 2025 | Aug 28, 2026 |
| Redwood Investment Management, Llc | Buy | +11,047 | — | 11,047 | $2.40K | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Buy | +2,830 | +77.6% | 6,475 | $1.41M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Sell | -1,082 | -2.2% | 48,957 | $10.64M | Q4 2025 | Aug 11, 2026 |
| Kerr Financial Planning Corp | Sell | -1 | -4.0% | 24 | $4.21K | Q4 2025 | Jul 01, 2026 |
| Hsbc Holdings Plc | Buy | +9,920 | — | 9,920 | $2.16M | Q4 2025 | Mar 06, 2026 |
| Tobam | Buy | +78 | — | 78 | $17.00K | Q4 2025 | Mar 02, 2026 |
| Midfirst Bank | Buy | +15,647 | — | 15,647 | $3.40M | Q4 2025 | Feb 25, 2026 |
| Bell Investment Advisors, Inc | Buy | +67 | — | 67 | $14.56K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +3,396 | — | 3,396 | $686.31K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +1 | — | 1 | $218.00 | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth Llc | Buy | +260,978 | — | 260,978 | $9.30M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +30,778 | — | 30,778 | $6.69M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +14,429 | — | 14,429 | $3.14M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +10,061 | — | 10,061 | $2.19M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +10,031 | — | 10,031 | $2.03M | Q4 2025 | Feb 18, 2026 |
| Kensington Investment Counsel, Llc | Buy | +7,100 | — | 7,100 | $1.54M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +2,860 | — | 2,860 | $622.25K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +1,133 | — | 1,133 | $246.16K | Q4 2025 | Feb 18, 2026 |
| Select Equity Group, L.P. | Buy | +1,522,492 | — | 1,522,492 | $330.85M | Q4 2025 | Feb 17, 2026 |
| Bamco Inc | Buy | +1,241,794 | — | 1,241,794 | $269.85M | Q4 2025 | Feb 17, 2026 |
| Wellington Management Group Llp | Buy | +1,136,213 | — | 1,136,213 | $246.91M | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +900,297 | — | 900,297 | $195.64M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +382,454 | — | 382,454 | $83.11M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Advisers, Lp | Buy | +354,200 | — | 354,200 | $76.97M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +343,833 | — | 343,833 | $74.72M | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +242,288 | — | 242,288 | $52.65M | Q4 2025 | Feb 17, 2026 |
| Voloridge Investment Management, Llc | Buy | +226,605 | — | 226,605 | $49.24M | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +188,764 | — | 188,764 | $41.02M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +176,610 | — | 176,610 | $38.38M | Q4 2025 | Feb 17, 2026 |
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.
Related MORN Institutional Insights
- MORN Overview
- MORN 13F Institutional Holders
- MORN Superinvestors
- 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