MORNINGSTAR INC (MORN) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling MORN?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for MORNINGSTAR INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on MORN?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for MORNINGSTAR INC.

Is institutional money flowing into MORN?

194 institutional investors hold MORNINGSTAR INC (MORN). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about MORN?

Track institutional sentiment and conviction scores for MORNINGSTAR INC (MORN) including Smart Money Verdict and position changes on HoldingsIntel.

MORNINGSTAR INC

MORN·617700109·US·equity·Financial Services - Financial Data & Stock Exchanges-13D/G

194

Holders

Avg rating(17 Elite)

$3.3B

Total Value

47% (218)

Fund Consensus

100 buying - 113 selling

Smart Money Verdict

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35Weak MomentumSplit Signals

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See how MORN's score breaks down across 4 SEC sources

Held by 194 funds

17 elite

Who's Trading

InsiderMDMansueto Joseph DSell $350KMay 12, 2026

13F: Mar 31, 2026Insider & Congress: Updated regularly

InsiderMDMansueto Joseph DSell $1.3MMay 11, 2026

Congress

April McClain DelaneySale $1,001 - $15,000Apr 30, 2026

Congress

April McClain DelaneySale $1,001 - $15,000Apr 17, 2026

Congress

April McClain DelaneySale $1,001 - $15,000Apr 16, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

Congress

April McClain DelaneySale $1,001 - $15,000Feb 25, 2026

Congress

April McClain DelaneySale $1,001 - $15,000Feb 19, 2026

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	2.3M(-1.1%)	$395.3M	0.0%	-49.12%	0
MORGAN STANLEY	Decreased	1.7M(-13.8%)	$292.5M	0.0%	-41.63%	0
WELLINGTON MANAGEMENT GROUP LLP	Increased	1.7M(+46.3%)	$281M	0.1%	-25.79%	42
TWO SIGMA INVESTMENTS, LP	Increased	859,459(+124.7%)	$145.3M	0.1%	-21.72%	58
BAMCO INC /NY/	Decreased	759,515(-38.8%)	$128.4M	0.4%	+30.80%	0
STATE STREET CORP	Decreased	735,574(-1.5%)	$124.3M	0.0%	-40.66%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	Increased	645,384(+5813x)	$109.1M	0.4%	-6.73%	58
Select Equity Group, L.P.	Decreased	637,723(-58.1%)	$107.8M	0.6%	-27.09%	0
AQR CAPITAL MANAGEMENT LLC	Decreased	623,629(-30.7%)	$105.2M	0.0%	-32.72%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	599,222(+0.4%)	$101.3M	0.0%	-14.77%	30
DIMENSIONAL FUND ADVISORS LP	Increased	517,769(+9.7%)	$87.5M	0.0%	-21.60%	33
RENAISSANCE TECHNOLOGIES LLC	Increased	448,870(+38.6%)	$75.9M	0.1%	-16.66%	47
JPMORGAN CHASE & CO	Increased	430,056(+17.6%)	$70.8M	0.0%	-38.55%	35
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	394,931(+38.5%)	$66.8M	0.0%	-34.47%	39
JANE STREET GROUP, LLC	Decreased	333,861(-21.3%)	$56.4M	0.0%	-25.26%	0
MILLENNIUM MANAGEMENT LLC	Decreased	323,006(-6.1%)	$54.6M	0.0%	-41.71%	0
Invesco Ltd.	Increased	285,130(+4.8%)	$48.2M	0.0%	-43.18%	31
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	254,739(-29.6%)	$42.9M	0.0%	-37.72%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	213,823(+12.6%)	$36.1M	0.0%	-1.31%	33
GOLDMAN SACHS GROUP INC	Increased	210,402(+84.8%)	$35.6M	0.0%	-31.77%	45

MORNINGSTAR INC

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