Stock Ownership/MORN

MORNINGSTAR INC (MORN): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in MORN · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
21
13F filers
Aggregate Value
$523.0M
Across holders
Last Price
$217.50
2026-08-24
Sector
Financials
GICS
Quarterly fund activity10 increased11 reduced7 exited
Full exits: Qube Research & Technologies Ltd, Select Equity Group, L.P., Magnetar Financial LLC, Holocene Advisors, LP, Man Group plc, Walleye Capital LLC, Ancora Advisors, LLC
Institutional Holders of MORN
↗
21 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund1.30M$203.5M38.9%0.1%Added+$203.5MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund484K$75.6M14.4%0.1%Reduced$-58.5MQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund421K$65.6M12.6%0.0%Added+$4.0MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund239K$37.3M7.1%0.1%Reduced$-32.8MQ2 2026
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund163K$25.4M4.9%0.0%Reduced$-25.0MQ2 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC
CIK 0001556921
Hedge Fund162K$25.3M4.8%0.1%Reduced$-2.5MQ2 2026
BROOKFIELD Corp /ON/
CIK 0001001085
Hedge Fund157K$24.5M4.7%0.0%Added—Q2 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund142K$22.2M4.2%0.1%Reduced$-4.3MQ2 2026
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund76K$11.9M2.3%0.0%Added+$5.6MQ2 2026
Squarepoint Ops LLC
CIK 0001642575
Hedge Fund48K$7.4M1.4%0.0%Added—Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$203.5M· 38.9% of total· 0.1% port· 1.30M sh· +$203.5M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$75.6M· 14.4% of total· 0.1% port· 484K sh· $-58.5M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$65.6M· 12.6% of total· 0.0% port· 421K sh· +$4.0M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCReduced
Hedge Fund
$37.3M· 7.1% of total· 0.1% port· 239K sh· $-32.8M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$25.4M· 4.9% of total· 0.0% port· 163K sh· $-25.0M QoQ· Q2 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLCReduced
Hedge Fund
$25.3M· 4.8% of total· 0.1% port· 162K sh· $-2.5M QoQ· Q2 2026
BROOKFIELD Corp /ON/Added
Hedge Fund
$24.5M· 4.7% of total· 0.0% port· 157K sh· — QoQ· Q2 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$22.2M· 4.2% of total· 0.1% port· 142K sh· $-4.3M QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$11.9M· 2.3% of total· 0.0% port· 76K sh· +$5.6M QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$7.4M· 1.4% of total· 0.0% port· 48K sh· — QoQ· Q2 2026
Point72 Asset Management, L.P.Reduced
Hedge Fund
$5.1M· 1.0% of total· 0.0% port· 33K sh· $-21.6M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$4.4M· 0.8% of total· 0.0% port· 28K sh· +$3.8M QoQ· Q2 2026
CAXTON ASSOCIATES LLPReduced
Hedge Fund
$3.8M· 0.7% of total· 0.1% port· 24K sh· $-116K QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$3.3M· 0.6% of total· 0.0% port· 21K sh· $-8K QoQ· Q2 2026
PineBridge Investments, L.P.Reduced
Hedge Fund
$2.4M· 0.5% of total· 0.0% port· 11K sh· $-1.9M QoQ· Q3 2025
Schonfeld Strategic Advisors LLCReduced
Hedge Fund
$2.3M· 0.4% of total· 0.0% port· 15K sh· $-1.1M QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$1.5M· 0.3% of total· 0.0% port· 10K sh· +$812K QoQ· Q2 2026
SHAW D E & CO INCReduced
Hedge Fund
$873K· 0.2% of total· 0.0% port· 6K sh· +$467K QoQ· Q2 2026
Bridgewater Associates, LPAdded
Hedge Fund
$663K· 0.1% of total· 0.0% port· 4K sh· — QoQ· Q2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$61K· 0.0% of total· 0.0% port· 390 sh· $-177K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$3K· 0.0% of total· 0.0% port· 19 sh· — QoQ· Q2 2026
1–10 of 21
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