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MORN Institutional Ownership & 13F Holders | SmartMoneyDB

MORNMORNINGSTAR INC

COM · CUSIP 617700109

Smart Money Ownership

Of the 14 tracked institutions holding MORN, 7 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +6.0pt. It's a gauge of who owns the name, not just how many.

Steve Cohen

$28.9M · 0.1% of book

+11.9pt

Jim Simons

$75.9M · 0.1% of book

ARMISTICE CAPITAL, LLC

$224.3K

+4.1pt

MORN (MORNINGSTAR INC) Institutional Ownership Summary

Among the 14 tracked institutional investors we monitor, MORN (MORNINGSTAR INC) is held with a combined value of $1.64B across 9,006,137 shares. The largest holder is VANGUARD GROUP INC with a position worth $515.97M. 3 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 6 funds reduced their position.

Total Institutional Value

$1.64B

Total Shares Held

9,006,137

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

WELLINGTON MANAGEMENT GROUP LLP+46% shares~$88.9M RENAISSANCE TECHNOLOGIES LLC+39% shares~$21.1M Gotham Asset Management, LLC+69% shares~$11.7M Point72 Asset Management, L.P.+17% shares~$4.2M CITADEL ADVISORS LLCNew position~$4.0M

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

AQR CAPITAL MANAGEMENT LLC

0.05% of book-30.7%

$105.21M

RENAISSANCE TECHNOLOGIES LLC

0.12% of book+38.6%

$75.88M

MILLENNIUM MANAGEMENT LLC

0.02% of book-6.1%

$54.60M

Point72 Asset Management, L.P.

0.05% of book+17.1%

$28.89M

Gotham Asset Management, LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$515.97M	2,374,364	0.01%	-9.0%
2	BlackRock, Inc.	$395.28M	2,338,218	0.01%	-1.1%
3	WELLINGTON MANAGEMENT GROUP LLP	$281.03M	1,662,405	0.05%	+46.3%
4	STATE STREET CORP	$124.35M	735,574	0.00%	-1.5%
5	AQR CAPITAL MANAGEMENT LLC	$105.21M	623,629	0.05%	-30.7%
6	RENAISSANCE TECHNOLOGIES LLC	$75.88M	448,870	0.12%	+38.6%
7	MILLENNIUM MANAGEMENT LLC	$54.60M	323,006	0.02%	-6.1%
8	Point72 Asset Management, L.P.	$28.89M	170,909	0.05%	+17.1%
9	Gotham Asset Management, LLC	$28.68M	169,630	0.09%	+69.2%
10	FMR LLC	$18.04M	106,705	0.00%	-28.4%

Congress Trading

2 members · 11 disclosed trades in MORN

Member	Type	Amount	Date
April McClain Delaney	Sell	$1,001 - $15,000	May 6, 2026
April McClain Delaney	Sell	$1,001 - $15,000	May 4, 2026
April McClain Delaney	Sell	$1,001 - $15,000	Apr 17, 2026
April McClain Delaney	Sell	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most MORN stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of MORN with a position worth $515.97M, representing 0.01% of their portfolio. In total, 14 institutional investors hold MORN with a combined value of $1.64B.

Are hedge funds buying or selling MORN?

In the most recent quarter, 3 funds opened a new position in MORN. Additionally, 5 increased their holdings and 6 reduced their positions.

What percentage of MORN is owned by institutional investors?

Institutional investors hold $1.64B worth of MORN stock across 14 positions. The largest institutional holder is VANGUARD GROUP INC with $515.97M in holdings.

What is a 13F filing and why does it matter for MORN?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For MORN, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track MORN institutional moves

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