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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+5—5$1.09KQ4 2025Aug 28, 2026
Redwood Investment Management, LlcBuy+11,047—11,047$2.40KQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncBuy+2,830+77.6%6,475$1.41MQ4 2025Aug 18, 2026
Algert Global LlcSell-1,082-2.2%48,957$10.64MQ4 2025Aug 11, 2026
Kerr Financial Planning CorpSell-1-4.0%24$4.21KQ4 2025Jul 01, 2026
Hsbc Holdings PlcBuy+9,920—9,920$2.16MQ4 2025Mar 06, 2026
TobamBuy+78—78$17.00KQ4 2025Mar 02, 2026
Midfirst BankBuy+15,647—15,647$3.40MQ4 2025Feb 25, 2026
Bell Investment Advisors, IncBuy+67—67$14.56KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+3,396—3,396$686.31KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Buy+1—1$218.00Q4 2025Feb 23, 2026
Corient Private Wealth LlcBuy+260,978—260,978$9.30MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+30,778—30,778$6.69MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+14,429—14,429$3.14MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+10,061—10,061$2.19MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+10,031—10,031$2.03MQ4 2025Feb 18, 2026
Kensington Investment Counsel, LlcBuy+7,100—7,100$1.54MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+2,860—2,860$622.25KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+1,133—1,133$246.16KQ4 2025Feb 18, 2026
Select Equity Group, L.P.Buy+1,522,492—1,522,492$330.85MQ4 2025Feb 17, 2026
Bamco IncBuy+1,241,794—1,241,794$269.85MQ4 2025Feb 17, 2026
Wellington Management Group LlpBuy+1,136,213—1,136,213$246.91MQ4 2025Feb 17, 2026
Aqr Capital Management LlcBuy+900,297—900,297$195.64MQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+382,454—382,454$83.11MQ4 2025Feb 17, 2026
Two Sigma Advisers, LpBuy+354,200—354,200$76.97MQ4 2025Feb 17, 2026
Millennium Management LlcBuy+343,833—343,833$74.72MQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+242,288—242,288$52.65MQ4 2025Feb 17, 2026
Voloridge Investment Management, LlcBuy+226,605—226,605$49.24MQ4 2025Feb 17, 2026
Quantinno Capital Management LpBuy+188,764—188,764$41.02MQ4 2025Feb 17, 2026
Northern Trust CorpBuy+176,610—176,610$38.38MQ4 2025Feb 17, 2026
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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.