MORNMorningstar, Inc.

$212.50

Who owns MORN

432 institutions reported holding MORN for 2026Q1, together 60% of the company, fewer than the 466 a quarter earlier.

432

Institutions reporting a position · as of 2026Q1 · down from 466 the quarter before

Shares held by institutions
23.5M

Shares held by institutions · 60% of the company · long US equity positions only, as reported on Form 13F

Reported value
$3.98B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
22%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
61
Positions exited
100
Added to
155
Reduced
163
Top 10 holdersof the company
31%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q143223.5M$3.98B
2025Q446624.5M$5.27B
2025Q344524.9M$5.82B
2025Q247325.6M$8.05B
2025Q145725.3M$7.57B
2024Q444425.7M$8.65B
2024Q340925.9M$8.25B
2024Q239125.8M$7.63B
2024Q138225.7M$7.92B
2023Q435125.2M$7.21B
2023Q332126.3M$6.16B
2023Q229324.4M$4.79B
2023Q129823.8M$4.84B
2022Q431423.7M$5.14B
2022Q331123.5M$4.99B
2022Q231923.4M$5.66B
Largest reported holders, 2026Q1
HolderShares% of companyValue
BlackRock Inc.2.3M5.9%$395M
VANGUARD GROUP INC2.2M5.7%$376M
MORGAN STANLEY1.7M4.4%$293M
WELLINGTON MANAGEMENT GROUP LLP1.7M4.2%$281M
TWO SIGMA INVESTMENTS, LP0.9M2.2%$145M
BAMCO INC /NY/0.8M1.9%$128M
STATE STREET CORP0.7M1.9%$124M
LOS ANGELES CAPITAL MANAGEMENT LLC0.6M1.6%$109M
Select Equity Group, L.P.0.6M1.6%$108M
AQR CAPITAL MANAGEMENT LLC0.6M1.6%$105M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

reading the register…