MORNINGSTAR INC (MORN) is held by 200 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling MORN?

In Q1 2026, 106 institutions opened or increased positions in MORNINGSTAR INC while 110 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on MORN?

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

How many hedge funds hold MORN?

200 institutional investors report holding MORNINGSTAR INC (MORN) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into MORN?

As of Q1 2026, tracked institutions in MORNINGSTAR INC show 106 buyers versus 110 sellers — net outflows.

Are Congress members and hedge funds both buying MORN?

Yes — in the latest quarter, 3 members of Congress and 106 institutional investors bought MORNINGSTAR INC. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

MORNINGSTAR INC

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

200

Holders

(18 Elite)

$3.7B

Total Value

49% (216)

Consensus

106 buying - 110 selling

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

Smart Money Verdict

View all

Held by 200 funds

18 elite

Who's Trading

InsiderMDMansueto Joseph DSell $350KMay 12, 2026

InsiderMDMansueto Joseph DSell $307KMay 12, 2026

InsiderMDMansueto Joseph DSell $628KMay 12, 2026

InsiderMDMansueto Joseph DSell $1.3MMay 11, 2026

Congress

April McClain DelaneySale $1,001 - $15,000May 6, 2026

Congress

April McClain DelaneySale $1,001 - $15,000May 4, 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

View all insider trades View all activist filings View all congressional trades

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	2.3M(-1.1%)	$395.3M	0.0%	-50.57%	0
MORGAN STANLEY	Decreased	1.7M(-13.8%)	$292.5M	0.0%	-43.30%	0
WELLINGTON MANAGEMENT GROUP LLP	Increased	1.7M(+46.3%)	$281M	0.1%	-27.91%	42
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	1.1M	$177.8M	0.0%	-9.40%	42
VAVANGUARD CAPITAL MANAGEMENT LLC	New	989,467	$167.3M	0.0%	-9.40%	42
TWO SIGMA INVESTMENTS, LP	Increased	859,459(+124.7%)	$145.3M	0.1%	-23.95%	58
BAMCO INC /NY/	Decreased	759,515(-38.8%)	$128.4M	0.4%	+27.06%	0
STATE STREET CORP	Decreased	735,574(-1.5%)	$124.3M	0.0%	-42.35%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	Increased	645,384(+5813x)	$109.1M	0.4%	-9.40%	58
Select Equity Group, L.P.	Decreased	637,723(-58.1%)	$107.8M	0.6%	-29.17%	0
AQR CAPITAL MANAGEMENT LLC	Decreased	623,629(-30.7%)	$105.2M	0.0%	-34.64%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	599,222(+0.4%)	$101.3M	0.0%	-17.21%	30
DIMENSIONAL FUND ADVISORS LP	Increased	517,769(+9.7%)	$87.5M	0.0%	-23.84%	33
RENAISSANCE TECHNOLOGIES LLC	Increased	448,870(+38.6%)	$75.9M	0.1%	-19.04%	47
JPMORGAN CHASE & CO	Increased	430,056(+17.6%)	$70.8M	0.0%	-40.31%	35
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	394,931(+38.5%)	$66.8M	0.0%	-36.35%	39
JANE STREET GROUP, LLC	Decreased	333,861(-21.3%)	$56.4M	0.0%	-27.39%	0
MILLENNIUM MANAGEMENT LLC	Decreased	323,006(-6.1%)	$54.6M	0.0%	-43.38%	0
Invesco Ltd.	Increased	285,130(+4.8%)	$48.2M	0.0%	-44.80%	31
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	254,739(-29.6%)	$42.9M	0.0%	-39.50%	0