Free · no sign-up · Q2 2026

Which funds own MORN

Morningstar Inc in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $3.8m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 1; at least, of 91 current
Combined value: $3.8m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 2; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Caxton Associates LLP Macro · $5.3bn book	$3.8m	0.1%	24,236	-$400k-741	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Walleye Capital LLC · Multi-strategy$3.4m held before

Ownership through time

At least 8 of the 95 managers whose filings are on file listed MORN in Q2 2026, against 3 in Q4 2013. 1 manager fewer than in Q1 2026: 1 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

AQR Capital Management LLC623,629 to 1,304,388 shares+$106m
Arrowstreet Capital LP394,931 to 420,742 shares+$4.0m

Largest decreases, by shares

Two Sigma Investments LP859,459 to 484,249 shares-$59m
Renaissance Technologies LLC448,870 to 238,770 shares-$33m
Wellington Management Group LLP1,662,405 to 1,493,037 shares-$26m
Voloridge Investment Management LLC177,872 to 162,073 shares-$2.5m
Caxton Associates LLP24,977 to 24,236 shares-$116k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Wellington Management Group LLP	Q4 2023	$364m	$233m
AQR Capital Management LLC	Q2 2025	$204m	$204m
Two Sigma Investments LP	Q1 2025	$145m	$76m
Arrowstreet Capital LP	Q1 2017	$67m	$66m
Renaissance Technologies LLC	Q4 2013	$141m	$37m
Voloridge Investment Management LLC	Q2 2025	$49m	$25m
Caxton Associates LLP	Q1 2021	$4.2m	$3.8m
Quantbot Technologies LP	Q1 2021	$7.6m	$2.1m
MFS Investment Management	Q4 2021	$383m	last listed Q1 2026
Fidelity (FMR LLC)	Q2 2019	$302m	last listed Q3 2019
Millennium Management LLC	Q4 2020	$255m	last listed Q2 2025
T. Rowe Price Associates Inc	Q3 2023	$225m	last listed Q4 2024
Artisan Partners LP	Q1 2019	$144m	last listed Q1 2023
Two Sigma Advisers LP	Q1 2025	$77m	last listed Q4 2025
Balyasny Asset Management LLC	Q4 2024	$57m	last listed Q4 2024
Point72 Asset Management LP	Q1 2025	$39m	last listed Q2 2025
Man Group PLC	Q4 2020	$14m	last listed Q2 2022
ExodusPoint Capital Management LP	Q2 2020	$12m	last listed Q2 2025

What MORN is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around MORN →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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