Back to BAMCO INC /NY/ BAMCO INC /NY/

MORNMORN
31 quarters

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

BAMCO INC /NY/ holds 3.5M shares of MORN (MORNINGSTAR INC), worth $545.9M as of 2026-Q2. The position was increased (+360.7% shares). MORN represents 0.8% of BAMCO INC /NY/'s portfolio.

Current Value

$545.9M

Current Shares

3.5M

Total Value Change

+$385.9M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.5M
+360.7%
$545.9M0.8%$155.14
71
2026-Q1
Decreased
759,515
-38.8%
$128.4M0.4%$167.60
0
2025-Q4
Decreased
1.2M
-12.2%
$269.9M0.7%$214.95
0
2025-Q3
Increased
1.4M
+9.2%
$328.1M0.9%$229.03
48
2025-Q2
Decreased
1.3M
-0.3%
$406.6M1.1%$309.43
0
2025-Q1
Decreased
1.3M
-0.4%
$389.7M1.1%$295.11
0
2024-Q4
Decreased
1.3M
-0.0%
$439.5M1.1%$330.96
0
2024-Q3
Decreased
1.3M
-0.1%
$416.6M1.1%$313.22
0
2024-Q2
Decreased
1.3M
-0.1%
$386.7M1.1%$289.99
0
2024-Q1
Decreased
1.3M
-1.0%
$403.6M1.1%$301.86
0
2023-Q4
Decreased
1.3M
-0.3%
$378.5M1.0%$279.78
0
2023-Q3
Increased
1.3M
+8.0%
$310.7M0.9%$228.58
47
2023-Q2
Increased
1.2M
+8.8%
$240.9M0.7%$190.97
47
2023-Q1
Decreased
1.1M
-0.4%
$229.1M0.7%$197.38
0
2022-Q4
Decreased
1.1M
-1.5%
$245.5M0.8%$210.21
0
2022-Q3
Decreased
1.2M
-0.4%
$244.3M0.8%$205.71
0
2022-Q2
Decreased
1.2M
-0.9%
$279.4M0.9%$234.31
0
2022-Q1
Decreased
1.2M
-3.6%
$318.4M0.8%$264.28
0
2021-Q4
Decreased
1.2M
-0.0%
$413.4M0.9%$330.06
0
2021-Q3
Decreased
1.2M
-0.5%
$313.3M0.7%$249.71
0
2021-Q2
Decreased
1.2M
-6.5%
$312.4M0.7%$247.55
0
2021-Q1
Decreased
1.3M
-2.9%
$292.5M0.7%$216.38
0
2020-Q4
Decreased
1.3M
-0.3%
$309.8M0.8%$222.66
0
2020-Q3
Decreased
1.3M
-0.5%
$215.5M0.7%$153.96
0
2020-Q2
Decreased
1.3M
-1.1%
$190.2M0.7%$134.85
0
2020-Q1
Decreased
1.4M
-2.2%
$158.6M0.8%$110.91
0
2019-Q4
Decreased
1.4M
-4.2%
$211.1M0.8%$144.08
0
2019-Q3
Decreased
1.5M
-0.1%
$212.7M0.9%$138.90
0
2019-Q2
Unchanged
1.5M
0.0%
$210.8M0.8%$137.21
0
2019-Q1
Decreased
1.5M
0.0%
$183.6M0.8%$119.26
0
2018-Q4
First report
1.5M
-
$160.1M0.8%$103.71
0

Other major holders of MORN: BNP PARIBAS FINANCIAL MARKETS, Select Equity Group, L.P.

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