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MORN · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MORNV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MORN
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterMORNV
Q3 20203 holders, $168m55 holders, $62.2bn
Q4 20206 holders, $295m52 holders, $67.1bn
Q1 20217 holders, $219m58 holders, $64.5bn
Q2 20216 holders, $245m52 holders, $69.3bn
Q3 20216 holders, $239m56 holders, $63.6bn
Q4 20214 holders, $425m47 holders, $58.0bn
Q1 20223 holders, $343m59 holders, $61.8bn
Q2 20225 holders, $319m57 holders, $55.2bn
Q3 20224 holders, $345m57 holders, $50.7bn
Q4 20225 holders, $368m54 holders, $59.4bn
Q1 20236 holders, $272m55 holders, $64.0bn
Q2 20234 holders, $182m54 holders, $65.2bn
Q3 20236 holders, $468m55 holders, $61.5bn
Q4 20237 holders, $725m48 holders, $68.6bn
Q1 20247 holders, $856m50 holders, $73.1bn
Q2 20246 holders, $957m45 holders, $69.5bn
Q3 20247 holders, $1.1bn47 holders, $70.5bn
Q4 202410 holders, $1.2bn48 holders, $77.6bn
Q1 202513 holders, $966m43 holders, $83.5bn
Q2 202514 holders, $1.1bn45 holders, $83.4bn
Q3 202511 holders, $722m48 holders, $82.8bn
Q4 202510 holders, $872m49 holders, $86.0bn
Q1 20269 holders, $756m49 holders, $73.3bn
Q2 20268 holders, $646m52 holders, $81.9bn
MORN

Morningstar Inc

Holders
13
Reported value
$966m
Buyers
10
Sellers
3

Breadth +7 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
43
Reported value
$83.5bn
Buyers
19
Sellers
23

Breadth -4 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MORN (6)

Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Two Sigma Investments LP

Only V (36)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, and 11 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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