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MORN in the 13F filings

Morningstar Inc · CUSIP 617700109

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 9 listed it in both
Shares listed
5,630,167
combined, among listed positions
Reported value
$1.2bn
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,106,179.

Managers listing MORN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Wellington Management Group LLP1,136,213$247munder 0.1%Added+523,38717 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC900,297$196m0.10%Added+292,05317 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC424,271$92munder 0.1%Added+299,67212 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP382,454$83m0.12%Added+96,27917 Feb 2026 (the filing on sec.gov)
MFS Investment Management361,687$79munder 0.1%Trimmed-89,55522 Jan 2026 (the filing on sec.gov)
Two Sigma Advisers LP354,200$77m0.15%Added+193,40017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC343,833$75munder 0.1%Added+45,09217 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC323,770$70m0.11%Trimmed-137,00012 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP285,098$62munder 0.1%Trimmed-5,52313 Feb 2026 (the filing on sec.gov)
Invesco Ltd271,999$59munder 0.1%Trimmed-24,30319 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC226,605$49m0.17%Added+39,47717 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)149,019$32munder 0.1%Trimmed-44,42417 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP145,917$32munder 0.1%Added+94,99617 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd57,589$13munder 0.1%Added+13,06017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP48,266$10munder 0.1%Added+4,58917 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC37,343$8.1munder 0.1%Added+17,45913 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC34,267$7.4munder 0.1%Trimmed-12,96813 Feb 2026 (the filing on sec.gov)
Winton Group Ltd30,067$6.5m0.23%Newnew11 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP26,216$5.7munder 0.1%Trimmed-5,67517 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.22,767$4.9munder 0.1%Trimmed-6,61217 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc21,777$4.7munder 0.1%Trimmed-45,72417 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP12,174$2.6m0.09%Added+6,54510 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC10,712$2.3munder 0.1%Trimmed-13,53317 Feb 2026 (the filing on sec.gov)
Man Group PLC9,536$2.1munder 0.1%Trimmed-1,28717 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp4,710$1.0munder 0.1%Trimmed-4,31917 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MORN by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20133$32mn.a.n.a.
Q1 20142$30mn.a.n.a.
Q2 20141$29mn.a.n.a.
Q3 20141$29mn.a.n.a.
Q4 20142$27mn.a.n.a.
Q1 20151$29mn.a.n.a.
Q2 20151$32mn.a.n.a.
Q3 20151$34mn.a.n.a.
Q4 20154$53mn.a.n.a.
Q1 20162$59mn.a.n.a.
Q2 20162$54mn.a.n.a.
Q3 20161$49mn.a.n.a.
Q4 20161$46mn.a.n.a.
Q1 20172$56mn.a.n.a.
Q2 20172$55mn.a.n.a.
Q3 20172$57mn.a.n.a.
Q4 20171$54mn.a.n.a.
Q1 20184$61mn.a.n.a.
Q2 20183$107mn.a.n.a.
Q3 20183$113mn.a.n.a.
Q4 20184$101mn.a.n.a.
Q1 20195$125mn.a.n.a.
Q2 20196$453mn.a.n.a.
Q3 20196$459mn.a.n.a.
Q4 20193$165mn.a.n.a.
Q1 20203$130mn.a.n.a.
Q2 20204$166mn.a.n.a.
Q3 20203$168mn.a.n.a.
Q4 20206$295mn.a.n.a.
Q1 20217$219mn.a.n.a.
Q2 20216$245mn.a.n.a.
Q3 20216$239mn.a.n.a.
Q4 20214$425mn.a.n.a.
Q1 20223$343mn.a.n.a.
Q2 20225$319mn.a.n.a.
Q3 20224$345mn.a.n.a.
Q4 20225$368mn.a.n.a.
Q1 20236$272mn.a.n.a.
Q2 20234$182mn.a.n.a.
Q3 20236$468mn.a.n.a.
Q4 20237$725m42
Q1 20247$856m33
Q2 20246$957m33
Q3 20247$1.1bn61
Q4 202410$1.2bn55
Q1 202513$966m103
Q2 202514$1.1bn123
Q3 202511$722m83
Q4 202510$872m1418
Q1 20269$756m2013
Q2 20268$646m1616

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MORN and V →MORN and AXP →MORN and BAC →Choose a stock to compare with MORN →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MORN, latest filings →Back to the 13F Explorer →