Question 1

Who owns MORN?

Accepted Answer

MORNINGSTAR INC (MORN) is held by 185 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BAMCO INC /NY/ as of Q2 2026.

Question 2

Are institutions buying or selling MORN?

Accepted Answer

In Q2 2026, 83 institutions opened or increased positions in MORNINGSTAR INC while 131 reduced or exited — a net selling quarter.

Question 3

What is the Smart Money Verdict on MORN?

Accepted Answer

HoldingsIntel scores MORNINGSTAR INC across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 4 of the 4 carrying data for MORN. In Q2 2026, the institutional leg showed net outflows: 83 buying versus 131 selling.

Question 4

How many hedge funds hold MORN?

Accepted Answer

185 institutional investors report holding MORNINGSTAR INC (MORN) as of Q2 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into MORN?

Accepted Answer

As of Q2 2026, tracked institutions in MORNINGSTAR INC show 83 buyers versus 131 sellers — net outflows.

Question 6

Are Congress members and hedge funds both buying MORN?

Accepted Answer

Yes — in the latest quarter, 2 members of Congress and 83 institutional investors bought MORNINGSTAR INC. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

	Action
BAMCO INC /NY/	Increased	3.5M(+360.7%)	$545.9M	0.8%	+40.04%	71
BlackRock, Inc.	Decreased	2.1M(-11.0%)	$324.8M	0.0%	-33.27%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	1.5M(-10.2%)	$232.9M	0.0%	-6.07%	0
MORGAN STANLEY	Decreased	1.5M(-14.2%)	$231.6M	0.0%	-27.58%	0
AQR CAPITAL MANAGEMENT LLC	Increased	1.3M(+109.2%)	$203.5M	0.1%	+4.37%	49
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	950,075(-9.7%)	$148.2M	0.0%	+24.84%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	894,406(-9.6%)	$139.5M	0.0%	+24.84%	0
STATE STREET CORP	Decreased	716,473(-2.6%)	$111.8M	0.0%	-2.15%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	578,315(-3.5%)	$90.2M	0.0%	+5.72%	0
DIMENSIONAL FUND ADVISORS LP	Increased	561,857(+8.5%)	$87.7M	0.0%	+13.49%	32
LOS ANGELES CAPITAL MANAGEMENT LLC	Decreased	557,955(-13.6%)	$87.1M	0.3%	+24.84%	0
TWO SIGMA INVESTMENTS, LP	Decreased	484,249(-43.7%)	$75.6M	0.1%	+0.59%	0
JANE STREET GROUP, LLC	Increased	431,301(+29.2%)	$67.3M	0.0%	+0.07%	37
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	420,742(+6.5%)	$65.6M	0.0%	-15.44%	32
Invesco Ltd.	Decreased	259,287(-9.1%)	$40.5M	0.0%	-28.49%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	244,324(-4.1%)	$37.9M	0.0%	-22.73%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	238,770(-46.8%)	$37.3M	0.1%	+6.08%	0
JPMORGAN CHASE & CO	Decreased	236,316(-45.0%)	$37M	0.0%	-20.68%	0
Bank of New York Mellon Corp	Increased	232,481(+32.8%)	$36.3M	0.0%	+24.33%	37
UBS Group AG	Increased	209,075(+198.9%)	$32.6M	0.0%	+13.78%	47

MORNINGSTAR INC

Smart Money Verdict

Who's Trading

Continue exploring

Other Financial Services stocks held by institutions

MORNINGSTAR INC

Smart Money Verdict

Who's Trading

Top Holders

Continue exploring

Other Financial Services stocks held by institutions