13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Investment AdviceDefensive growthQuality
MORN

MORNINGSTAR INC

461 institutions still hold MORNINGSTAR INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 617700109·Investment Advice·461 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.8%
vs prior quarter
13F value held
$2.9B
68.0% inst. owned
of float
Holders
461
-20 QoQ
filers reporting
Activity
+38 / −35
+774 added · −865 reduced
this quarter
Concentration
13.65%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

461 institutions reported MORN in Q1 2026. BlackRock, Inc. leads at 13.6% of the visible book. -20 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$395M2.3M0.01%Q1 202602
Select Equity Group, L.P.
CIK 0001592643
$331M1.5M1.43%Q4 202503
MORGAN STANLEY
CIK 0000895421
$293M1.7M0.02%Q1 202604
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$281M1.7M0.05%Q1 202605
Vanguard Portfolio Management
CIK 0002100121· Index
$178M1.1M0.01%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$167M989K0.00%Q1 202607
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$145M859K0.12%Q1 202608
BAMCO INC /NY/
CIK 0001017918
$128M760K0.39%Q1 202609
STATE STREET CORP
CIK 0000093751
$124M736K0.00%Q1 202610
LOS ANGELES CAPITAL MANAGEMENT LLC
CIK 0001177206
$109M645K0.43%Q1 202611
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$105M624K0.05%Q1 202612
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$101M599K0.01%Q1 202613
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$88M518K0.02%Q1 202614
TWO SIGMA ADVISERS, LP
CIK 0001478735
$77M354K0.15%Q4 202515
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$76M449K0.12%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$71M430K0.00%Q1 202617
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$67M395K0.04%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$56M334K0.01%Q1 202619
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$55M323K0.02%Q1 202620
VOLORIDGE INVESTMENT MANAGEMENT, LLC
CIK 0001556921
$49M227K0.17%Q4 2025
Page 1 of 24
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