Morningstar MORN Institutional Ownership

NASDAQ MORN

$185.82 -4.89 (-2.56%)

As of: Oct 2, 2026 · 2:17 PM EDT

Institutions by Trading Activity

420 Institutions

Increased 200 47.6%

Unchanged 51 12.1%

Reduced 169 40.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

64.61%

▲+3.98 pp QoQ

Shares Held by Institutions

24.42Mn

of 37.80Mn outstanding

▲+11.03% QoQ

Shares Outstanding

37.80Mn

13.38Mn held outside 13F filers

Institutional Investors

420

filed 13F for Jun 2026

▼-23 vs prior quarter

Net Shares Added (QoQ)

+2.43Mn

accumulated since last quarter

Value of Holdings

$4.64Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Morningstar, Inc. (NASDAQ:MORN) has 420 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 64.6% of outstanding shares in June 2026, up from 60.6% in March 2026.
They increased total shares held in MORN by 11.03% quarter over quarter, and investors in Morningstar decreased 12.32% from a year ago.
Of these 420 funds, 200 grew their exposure to Morningstar, 169 cut back, and 51 maintained positions.
Combined, these investors held 24.42Mn shares in MORN for June 2026, up by 2.43Mn shares quarter on quarter, and up 872.47K shares year over year.
BAMCO INC /NY/ leads ownership in MORN with 3.5Mn shares as of June 30, 2026, equal to 9.26% of outstanding shares.
The most significant purchases of MORN for the quarter ending June 2026 came from BAMCO INC /NY/ (2.74Mn), AQR CAPITAL MANAGEMENT LLC (680.77K), Sixth Street Partners Management Company, L.P. (206.14K), BROOKFIELD Corp /ON/ (156.79K), NORGES BANK (155.69K).
Leading sellers of Morningstar shares for the quarter ending June 2026 were TWO SIGMA INVESTMENTS, LP (375.21K), BlackRock, Inc. (256.48K), Morgan Stanley (246.41K), RENAISSANCE TECHNOLOGIES LLC (210.1K), Jpmorgan Chase & Co (193.75K).
Per Business Quant, the top 10 investors in MORN for the quarter ending June 2026 include BAMCO INC /NY/ (3.5Mn), BlackRock, Inc. (2.08Mn), WELLINGTON MANAGEMENT GROUP LLP (1.49Mn), Morgan Stanley (1.48Mn), AQR CAPITAL MANAGEMENT LLC (1.3Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (950.08K), VANGUARD CAPITAL MANAGEMENT LLC (894.41K), State Street Corp (716.47K), GEODE CAPITAL MANAGEMENT, LLC (578.32K), DIMENSIONAL FUND ADVISORS LP (561.86K).

Form 13F Holdings

420 Institutional Holders

Report period 30 Jun, 2026

Total shares held 24.42Mn

Of outstanding 64.61%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BAMCO INC /NY/	0001017918	3,499,146	9.26%	▲2,739,631	+360.71%	$545.94Mn
2	BlackRock, Inc.	0002012383	2,081,736	5.51%	▼256,482	-10.97%	$324.79Mn
3	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,493,037	3.95%	▼169,368	-10.19%	$232.94Mn
4	Morgan Stanley	0000895421	1,484,135	3.93%	▼246,414	-14.24%	$231.56Mn
5	AQR CAPITAL MANAGEMENT LLC	0001167557	1,304,388	3.45%	▲680,772	+109.17%	$203.51Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	950,075	2.51%	▼101,745	-9.67%	$148.23Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	894,406	2.37%	▼95,061	-9.61%	$139.55Mn
8	State Street Corp	0000093751	716,473	1.90%	▼19,101	-2.60%	$111.78Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	578,315	1.53%	▼20,907	-3.49%	$90.24Mn
10	DIMENSIONAL FUND ADVISORS LP	0000354204	561,857	1.49%	▲44,088	+8.51%	$87.66Mn
11	LOS ANGELES CAPITAL MANAGEMENT LLC	0001177206	557,955	1.48%	▼87,429	-13.55%	$87.05Mn
12	TWO SIGMA INVESTMENTS, LP	0001179392	484,249	1.28%	▼375,210	-43.66%	$75.55Mn
13	JANE STREET GROUP, LLC	0001595888	431,301	1.14%	▲97,440	+29.19%	$67.29Mn
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	420,742	1.11%	▲25,811	+6.54%	$65.64Mn
15	KENSICO CAPITAL MANAGEMENT CORP	0001113000	284,100	0.75%	▲149,100	+110.44%	$44.33Mn
16	Invesco Ltd.	0000914208	259,287	0.69%	▼25,843	-9.06%	$40.45Mn
17	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	244,324	0.65%	▼10,415	-4.09%	$37.94Mn
18	RENAISSANCE TECHNOLOGIES LLC	0001037389	238,770	0.63%	▼210,100	-46.81%	$37.25Mn
19	Jpmorgan Chase & Co	0000019617	236,304	0.63%	▼193,752	-45.05%	$36.98Mn
20	Bank of New York Mellon Corp	0001390777	232,481	0.62%	▲57,475	+32.84%	$36.27Mn

Showing 1 to 20 of 420 holders