- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 8 Aug 2025
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 10 listed it in both
- Shares listed
- 3,516,924
- combined, among listed positions
- Reported value
- $1.1bn
- combined, at the quarter end
Among the 95 comparable managers: 12 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing MORN in Q2 2025
14 of 14 holders
Largest increases and reductions, by shares
Increases
- Millennium Management LLCexisting position · 811,158 shares now+270,363
- Point72 Asset Management LPexisting position · 123,200 shares now+62,551
- Two Sigma Advisers LPexisting position · 142,200 shares now+50,500
- Two Sigma Investments LPexisting position · 160,668 shares now+47,516
- Arrowstreet Capital LPexisting position · 193,612 shares now+30,676
Reductions
- Wellington Management Group LLPexisting position · 780,841 shares now-298,964
- MFS Investment Managementexisting position · 640,132 shares now-222,127
New positions and exits
New (2)
Exited (1)
- Polen Capital Management LLCwas $1.1m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2013 | 3 | $32m | n.a. | n.a. |
| Q1 2014 | 2 | $30m | n.a. | n.a. |
| Q2 2014 | 1 | $29m | n.a. | n.a. |
| Q3 2014 | 1 | $29m | n.a. | n.a. |
| Q4 2014 | 2 | $27m | n.a. | n.a. |
| Q1 2015 | 1 | $29m | n.a. | n.a. |
| Q2 2015 | 1 | $32m | n.a. | n.a. |
| Q3 2015 | 1 | $34m | n.a. | n.a. |
| Q4 2015 | 4 | $53m | n.a. | n.a. |
| Q1 2016 | 2 | $59m | n.a. | n.a. |
| Q2 2016 | 2 | $54m | n.a. | n.a. |
| Q3 2016 | 1 | $49m | n.a. | n.a. |
| Q4 2016 | 1 | $46m | n.a. | n.a. |
| Q1 2017 | 2 | $56m | n.a. | n.a. |
| Q2 2017 | 2 | $55m | n.a. | n.a. |
| Q3 2017 | 2 | $57m | n.a. | n.a. |
| Q4 2017 | 1 | $54m | n.a. | n.a. |
| Q1 2018 | 4 | $61m | n.a. | n.a. |
| Q2 2018 | 3 | $107m | n.a. | n.a. |
| Q3 2018 | 3 | $113m | n.a. | n.a. |
| Q4 2018 | 4 | $101m | n.a. | n.a. |
| Q1 2019 | 5 | $125m | n.a. | n.a. |
| Q2 2019 | 6 | $453m | n.a. | n.a. |
| Q3 2019 | 6 | $459m | n.a. | n.a. |
| Q4 2019 | 3 | $165m | n.a. | n.a. |
| Q1 2020 | 3 | $130m | n.a. | n.a. |
| Q2 2020 | 4 | $166m | n.a. | n.a. |
| Q3 2020 | 3 | $168m | n.a. | n.a. |
| Q4 2020 | 6 | $295m | n.a. | n.a. |
| Q1 2021 | 7 | $219m | n.a. | n.a. |
| Q2 2021 | 6 | $245m | n.a. | n.a. |
| Q3 2021 | 6 | $239m | n.a. | n.a. |
| Q4 2021 | 4 | $425m | n.a. | n.a. |
| Q1 2022 | 3 | $343m | n.a. | n.a. |
| Q2 2022 | 5 | $319m | n.a. | n.a. |
| Q3 2022 | 4 | $345m | n.a. | n.a. |
| Q4 2022 | 5 | $368m | n.a. | n.a. |
| Q1 2023 | 6 | $272m | n.a. | n.a. |
| Q2 2023 | 4 | $182m | n.a. | n.a. |
| Q3 2023 | 6 | $468m | n.a. | n.a. |
| Q4 2023 | 7 | $725m | 4 | 2 |
| Q1 2024 | 7 | $856m | 3 | 3 |
| Q2 2024 | 6 | $957m | 3 | 3 |
| Q3 2024 | 7 | $1.1bn | 6 | 1 |
| Q4 2024 | 10 | $1.2bn | 5 | 5 |
| Q1 2025 | 13 | $966m | 10 | 3 |
| Q2 2025 | 14 | $1.1bn | 12 | 3 |
| Q3 2025 | 11 | $722m | 8 | 3 |
| Q4 2025 | 10 | $872m | 14 | 18 |
| Q1 2026 | 9 | $756m | 20 | 13 |
| Q2 2026 | 8 | $646m | 16 | 16 |
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 →