13F Filings/MORN

MORNINGSTAR INC (MORN): Institutional Ownership

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
$433.9M
Across holders
Last Price
$154.65
2026-06-26
Sector
Financials
GICS
Holder activity9 new9 added3 reduced
Institutional Holders of MORN
↗
21 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund859K$145.3M33.5%0.1%Added+$80.6MQ1 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund619K$104.4M24.1%0.0%Added+$104.1MQ1 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund449K$75.9M17.5%0.1%Added+$21.1MQ1 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund170K$28.7M6.6%0.1%Added+$11.7MQ1 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund140K$23.6M5.5%0.0%Reduced$-17.3MQ1 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund41K$12.4M2.9%0.0%New—Q1 2025
Verition Fund Management LLC
CIK 0001454027
Hedge Fund37K$8.1M1.9%0.0%New—Q4 2025
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund40K$6.8M1.6%0.0%Added+$6.0MQ1 2026
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager16K$5.1M1.2%0.0%New—Q2 2025
Holocene Advisors, LP
CIK 0001700574
Hedge Fund26K$4.4M1.0%0.0%New—Q1 2026
CAXTON ASSOCIATES LLP
CIK 0002051323
Hedge Fund25K$4.2M1.0%0.1%New—Q1 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund24K$4.0M0.9%0.0%Added+$3.4MQ1 2026
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund22K$3.7M0.8%0.0%Added+$1.9MQ1 2026
Walleye Capital LLC
CIK 0001758720
Hedge Fund20K$3.4M0.8%0.0%New—Q1 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund11K$1.8M0.4%0.0%Added+$1.2MQ1 2026
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund4K$732K0.2%0.0%Added+$305KQ1 2026
Bridgewater Associates, LP
CIK 0001350694
Hedge Fund2K$491K0.1%0.0%New—Q4 2022
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund2K$358K0.1%0.0%New—Q1 2026
Man Group plc
CIK 0001637460
Hedge Fund2K$355K0.1%0.0%Reduced$-1.3MQ1 2026
Hudson Bay Capital Management LP
CIK 0001393825
Hedge Fund660$207K0.0%0.0%New—Q2 2025
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$145.3M· 33.5% of total· 0.1% port· 859K sh· +$80.6M QoQ· Q1 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$104.4M· 24.1% of total· 0.0% port· 619K sh· +$104.1M QoQ· Q1 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$75.9M· 17.5% of total· 0.1% port· 449K sh· +$21.1M QoQ· Q1 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$28.7M· 6.6% of total· 0.1% port· 170K sh· +$11.7M QoQ· Q1 2026
Qube Research & Technologies LtdReduced
Hedge Fund
$23.6M· 5.5% of total· 0.0% port· 140K sh· $-17.3M QoQ· Q1 2026
BALYASNY ASSET MANAGEMENT LLCNew
Hedge Fund
$12.4M· 2.9% of total· 0.0% port· 41K sh· — QoQ· Q1 2025
Verition Fund Management LLCNew
Hedge Fund
$8.1M· 1.9% of total· 0.0% port· 37K sh· — QoQ· Q4 2025
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$6.8M· 1.6% of total· 0.0% port· 40K sh· +$6.0M QoQ· Q1 2026
Fisher Asset Management, LLCNew
Institutional Manager
$5.1M· 1.2% of total· 0.0% port· 16K sh· — QoQ· Q2 2025
Holocene Advisors, LPNew
Hedge Fund
$4.4M· 1.0% of total· 0.0% port· 26K sh· — QoQ· Q1 2026
CAXTON ASSOCIATES LLPNew
Hedge Fund
$4.2M· 1.0% of total· 0.1% port· 25K sh· — QoQ· Q1 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$4.0M· 0.9% of total· 0.0% port· 24K sh· +$3.4M QoQ· Q1 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$3.7M· 0.8% of total· 0.0% port· 22K sh· +$1.9M QoQ· Q1 2026
Walleye Capital LLCNew
Hedge Fund
$3.4M· 0.8% of total· 0.0% port· 20K sh· — QoQ· Q1 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$1.8M· 0.4% of total· 0.0% port· 11K sh· +$1.2M QoQ· Q1 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$732K· 0.2% of total· 0.0% port· 4K sh· +$305K QoQ· Q1 2026
Bridgewater Associates, LPNew
Hedge Fund
$491K· 0.1% of total· 0.0% port· 2K sh· — QoQ· Q4 2022
ExodusPoint Capital Management, LPNew
Hedge Fund
$358K· 0.1% of total· 0.0% port· 2K sh· — QoQ· Q1 2026
Man Group plcReduced
Hedge Fund
$355K· 0.1% of total· 0.0% port· 2K sh· $-1.3M QoQ· Q1 2026
Hudson Bay Capital Management LPNew
Hedge Fund
$207K· 0.0% of total· 0.0% port· 660 sh· — QoQ· Q2 2025
Ancora Advisors, LLCReduced
Hedge Fund
$7K· 0.0% of total· 0.0% port· 44 sh· $-28K QoQ· Q1 2026
1–20 of 21
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