Question 1

Who owns MORN?

Accepted Answer

MORNINGSTAR INC (MORN) is held by 180 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, 80 institutions opened or increased positions in MORNINGSTAR INC while 128 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: 80 buying versus 128 selling.

Question 4

How many hedge funds hold MORN?

Accepted Answer

180 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 80 buyers versus 128 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 80 institutional investors bought MORNINGSTAR INC. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BAMCO INC /NY/	Increased	3.5M(+360.7%)	$545.9M	0.8%	+45.10%	71
BlackRock, Inc.	Decreased	2.1M(-11.0%)	$324.8M	0.0%	-34.87%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	1.5M(-10.2%)	$232.9M	0.0%	-5.01%	0
MORGAN STANLEY	Decreased	1.5M(-14.2%)	$231.6M	0.0%	-25.29%	0
AQR CAPITAL MANAGEMENT LLC	Increased	1.3M(+109.2%)	$203.5M	0.1%	+7.74%	49
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	950,075(-9.7%)	$148.2M	0.0%	+19.38%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	894,406(-9.6%)	$139.5M	0.0%	+19.38%	0
STATE STREET CORP	Decreased	716,473(-2.6%)	$111.8M	0.0%	-24.04%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	578,315(-3.5%)	$90.2M	0.0%	+4.92%	0
DIMENSIONAL FUND ADVISORS LP	Increased	561,857(+8.5%)	$87.7M	0.0%	+2.63%	32
LOS ANGELES CAPITAL MANAGEMENT LLC	Decreased	557,955(-13.6%)	$87.1M	0.3%	+19.38%	0
TWO SIGMA INVESTMENTS, LP	Decreased	484,249(-43.7%)	$75.6M	0.1%	+0.20%	0
JANE STREET GROUP, LLC	Increased	431,301(+29.2%)	$67.3M	0.0%	+3.03%	37
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	420,742(+6.5%)	$65.6M	0.0%	-14.01%	32
Invesco Ltd.	Decreased	259,287(-9.1%)	$40.5M	0.0%	-27.27%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	244,324(-4.1%)	$37.9M	0.0%	-20.28%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	238,770(-46.8%)	$37.3M	0.1%	+6.68%	0
JPMORGAN CHASE & CO	Decreased	236,316(-45.0%)	$37M	0.0%	-14.94%	0
Bank of New York Mellon Corp	Increased	232,481(+32.8%)	$36.3M	0.0%	+4.56%	37
UBS Group AG	Increased	209,075(+198.9%)	$32.6M	0.0%	+17.49%	47

MORNINGSTAR INC

Smart Money Verdict

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MORNINGSTAR INC

Smart Money Verdict

Who's Trading

Top Holders

Continue exploring

Other Financial Services stocks held by institutions