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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 8 listed it in both
Shares listed
6,014,486
combined, among listed positions
Reported value
$1.0bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 20 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +738,519.

Managers listing MORN in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Wellington Management Group LLP1,662,405$281m0.05%Added+526,19215 May 2026 (the filing on sec.gov)
Two Sigma Investments LP859,459$145m0.12%Added+477,00515 May 2026 (the filing on sec.gov)
AQR Capital Management LLC623,629$105munder 0.1%Trimmed-276,66815 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC448,870$76m0.12%Added+125,10014 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP394,931$67munder 0.1%Added+109,83314 May 2026 (the filing on sec.gov)
Jane Street Group LLC333,861$56munder 0.1%Trimmed-90,41012 May 2026 (the filing on sec.gov)
Millennium Management LLC323,006$55munder 0.1%Trimmed-20,82715 May 2026 (the filing on sec.gov)
Invesco Ltd285,130$48munder 0.1%Added+13,13112 May 2026 (the filing on sec.gov)
MFS Investment Management254,739$43munder 0.1%Trimmed-106,94814 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC177,872$30m0.12%Trimmed-48,73315 May 2026 (the filing on sec.gov)
Point72 Asset Management LP170,909$29munder 0.1%Added+24,99215 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)106,705$18munder 0.1%Trimmed-42,31415 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd89,885$15munder 0.1%Added+32,29618 May 2026 (the filing on sec.gov)
Tudor Investment Corp40,000$6.8munder 0.1%Added+35,29015 May 2026 (the filing on sec.gov)
AllianceBernstein LP30,966$6.7munder 0.1%Added+4,75015 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP26,161$4.4munder 0.1%Trimmed-22,10515 May 2026 (the filing on sec.gov)
Holocene Advisors LP25,983$4.4munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Caxton Associates LLP24,977$4.2m0.10%Newnew14 May 2026 (the filing on sec.gov)
Citadel Advisors LLC23,650$4.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc23,229$3.9munder 0.1%Added+1,45215 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC21,806$3.7munder 0.1%Added+11,09415 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.20,348$3.4munder 0.1%Trimmed-2,41915 May 2026 (the filing on sec.gov)
Walleye Capital LLC20,166$3.4munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Marshall Wace LLP10,583$1.8munder 0.1%Added+7,12915 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP4,331$732kunder 0.1%Added+1,80215 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (5)

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 →