DOSSIER · 13F Holders · Q2 2026Financial Services · Investment Advice
MORN

MORNINGSTAR INC

442 institutions still hold MORNINGSTAR INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 617700109·Investment Advice·442 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3.0B
visible holders
Holders
442
filers reporting
Concentration
18.36%
BAMCO INC /NY/ #1
top holder share
AI Holders Summary · Q2 2026

442 institutions reported MORN in Q2 2026. BAMCO INC /NY/ leads at 18.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BAMCO INC /NY/
CIK 0001017918
$546M3.5M0.82%Q2 2026
02
Select Equity Group, L.P.
CIK 0001592643
$331M1.5M1.43%Q4 2025
03
BlackRock, Inc.
CIK 0002012383
$325M2.1M0.00%Q2 2026
04
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$233M1.5M0.04%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$232M1.5M0.01%Q2 2026
06
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$204M1.3M0.07%Q2 2026
07
Vanguard Portfolio Management
CIK 0002100121· Index
$148M950K0.01%Q2 2026
08
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$140M894K0.00%Q2 2026
09
STATE STREET CORP
CIK 0000093751
$112M716K0.00%Q2 2026
10
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$90M578K0.00%Q2 2026
11
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$88M562K0.02%Q2 2026
12
LOS ANGELES CAPITAL MANAGEMENT LLC
CIK 0001177206
$87M558K0.32%Q2 2026
13
TWO SIGMA ADVISERS, LP
CIK 0001478735
$77M354K0.15%Q4 2025
14
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$76M484K0.05%Q2 2026
15
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$66M421K0.03%Q2 2026
16
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$56M334K0.01%Q1 2026
17
VOLORIDGE INVESTMENT MANAGEMENT, LLC
CIK 0001556921
$49M227K0.17%Q4 2025
18
Invesco Ltd.
CIK 0000914208
$40M259K0.00%Q2 2026
19
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$38M244K0.01%Q2 2026
20
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$37M239K0.05%Q2 2026
Page 1 of 23
422 more holders available. Log in →
Insiders at MORNINGSTAR INC
Mansueto Joseph DLyons William M