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MORN
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Position history for BAMCO INC /NY/'s holdings in MORNINGSTAR INC

BAMCO INC /NY/ holds 759,515 shares of MORN (MORNINGSTAR INC), worth $128.4M as of 2026-Q1. The position was decreased (-38.8% shares). MORN represents 0.4% of BAMCO INC /NY/'s portfolio.

Current Value

$128.4M

Current Shares

759,515

Total Value Change

-$258.3M

Total Shares Change

-547,422

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
759,515
-38.8%
$128.4M0.4%$182.31
0
2025-Q4
Decreased
1.2M
-12.2%
$269.9M0.7%$217.50
0
2025-Q3
Increased
1.4M
+9.2%
$328.1M0.9%$233.11
48
2025-Q2
Decreased
1.3M
-0.3%
$406.6M1.1%$311.19
0
2025-Q1
Decreased
1.3M
-0.4%
$389.7M1.1%$293.93
0
2024-Q4
Decreased
1.3M
-0.0%
$439.5M1.1%$334.72
0
2024-Q3
Decreased
1.3M
-0.1%
$416.6M1.1%$314.10
0
2024-Q2
Decreased
1.3M
-0.1%
$386.7M1.1%$292.50
0

Other major holders of MORN: Select Equity Group, L.P., VANGUARD GROUP INC

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