Morningstar MORN Institutional Ownership

NASDAQ MORN

$223.33 +9.54 (+4.46%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

419 Institutions

Increased 199 47.5%

Unchanged 51 12.2%

Reduced 169 40.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

64.07%

▲+3.43 pp QoQ

Shares Held by Institutions

24.22Mn

of 37.80Mn outstanding

▲+2.14% QoQ

Shares Outstanding

37.80Mn

13.58Mn held outside 13F filers

Institutional Investors

419

filed 13F for Jun 2026

▼-25 vs prior quarter

Net Shares Added (QoQ)

+507.34K

accumulated since last quarter

Value of Holdings

$5.41Bn

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

Updated Oct 21, 2026

Morningstar, Inc. (NASDAQ:MORN) had 419 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Together they owned 64.07% of the outstanding stock in Q2 2026, up from 60.64% a quarter earlier.
Total shares held in Morningstar rose 2.14% versus Q1 2026, while the number of holders fell 12.16% versus Q2 2025.
Among the 419 holders of Morningstar, 199 added to their positions, 169 reduced their stakes and 51 left their positions unchanged.
The aggregate institutional position in Morningstar was 24.22Mn shares at the end of Q2 2026, up 507.34K from the prior quarter and up 665.13K from a year earlier.
BAMCO Inc led 13F holders of MORN with 3.5Mn shares as of June 30, 2026, or 9.26% of shares outstanding.
The biggest increases in MORN positions during Q2 2026 came from BAMCO Inc (+2.74Mn shares), AQR Capital Management LLC (+680.77K shares), Kensico Capital Management Corp (+149.1K shares), UBS Group AG (+139.13K shares) and Jane Street Group, LLC (+97.44K shares).
Holders that trimmed the most shares of Morningstar in Q2 2026 while keeping a position were Two Sigma Investments, LP (-375.21K shares), BlackRock, Inc. (-256.48K shares), Morgan Stanley (-246.41K shares), Renaissance Technologies LLC (-210.1K shares) and JPMorgan Chase & Co (-193.75K shares).
Business Quant data shows the 10 biggest positions in Morningstar as of Q2 2026 were held by BAMCO Inc (3.5Mn shares), BlackRock, Inc. (2.08Mn shares), Wellington Management Group LLP (1.49Mn shares), Morgan Stanley (1.48Mn shares), AQR Capital Management LLC (1.3Mn shares), Vanguard Portfolio Management LLC (950.08K shares), Vanguard Capital Management LLC (894.41K shares), State Street Corp (716.47K shares), Geode Capital Management, LLC (578.32K shares) and Dimensional Fund Advisors LP (561.86K shares).

Form 13F Holdings

419 Institutional Holders

Report period 30 Jun, 2026

Total shares held 24.22Mn

Of outstanding 64.07%

#	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 419 holders