MORN

Morningstar Inc$194.12 6.41%
FinancialsUSCUSIP 617700109· EOD Jul 28, 2026◍ Confluence graph
Tracked 13F Holders
344
-260 QoQ
13F Value (tracked)
$3.3B
Insider Net · 180d
-$34.0M
1↑ 3↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)36 adding · 21 trimming
Insider net (180d)-$34.0M

Price & smart-money activity

$194.12 6.41%5Y -23.2%
$139.62$198.47$257.31$316.16$375.012021202220232024202520267991432371566298283836557507172
Hover for who · click for detailEnd-of-day closing prices52w $141.84 – $286.81

Who owns MORN?

344 tracked 13F filers

344 tracked 13F filers disclose a position in MORN as of the latest SEC 13F filings, a combined $3.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$395.3M
2.3M
−1.1%
Reduced · −25K sh
Q1 2026
2MORGAN STANLEY
$292.5M
1.7M
−14%
Reduced · −276K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$177.8M
1.1M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$167.3M
989K
First observed position
No prior filed position
Q1 2026
5TWO SIGMA INVESTMENTS, LP
$145.3M
859K
+125%
Added · +477K sh
Q1 2026
6STATE STREET CORP
$124.3M
736K
−1.5%
Reduced · −11K sh
Q1 2026
7LOS ANGELES CAPITAL MANAGEMENT LLC
$109.1M
645K
6k×
Added · +645K sh
Q1 2026
8AQR CAPITAL MANAGEMENT LLC
$105.2M
624K
−31%
Reduced · −277K sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$101.3M
599K
+0.4%
Added · +2K sh
Q1 2026
10DIMENSIONAL FUND ADVISORS LP
$87.5M
518K
+9.7%
Added · +46K sh
Q1 2026
11RENAISSANCE TECHNOLOGIES LLC
$75.9M
449K
+39%
Added · +125K sh
Q1 2026
12JPMORGAN CHASE & CO
$70.8M
430K
+18%
Added · +64K sh
Q1 2026
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$66.8M
395K
+39%
Added · +110K sh
Q1 2026
14JANE STREET GROUP, LLC
$56.4M
334K
−21%
Reduced · −90K sh
Q1 2026
15MILLENNIUM MANAGEMENT LLC
$54.6M
323K
−6.0%
Reduced · −21K sh
Q1 2026
16NORGES BANK
$62.4M
287K
−3.4%
Reduced · −10K sh
Q4 2025
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$42.9M
255K
−30%
Reduced · −107K sh
Q1 2026
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$36.1M
214K
+13%
Added · +24K sh
Q1 2026
19GOLDMAN SACHS GROUP INC
$35.6M
210K
+85%
Added · +97K sh
Q1 2026
20SEI INVESTMENTS CO
$32.0M
189K
+219%
Added · +130K sh
Q1 2026
21Quantinno Capital Management LP
$31.6M
187K
−1.0%
Reduced · −2K sh
Q1 2026
22BNP Paribas Asset Management Holding S.A.
$31.5M
186K
+593%
Added · +159K sh
Q1 2026
23BANK OF AMERICA CORP /DE/
$31.0M
184K
+12%
Added · +19K sh
Q1 2026
24VOLORIDGE INVESTMENT MANAGEMENT, LLC
$30.1M
178K
−22%
Reduced · −49K sh
Q1 2026
25CONFLUENCE INVESTMENT MANAGEMENT LLC
$30.0M
178K
+150%
Added · +107K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MORN being bought or sold by institutions?

Last quarter, 6 funds opened a new position in MORN and 30 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
30
funds
Reduced
21
funds
Exited
0
funds

Funds that own MORN also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT167 funds$63.2B
APPLE INCAAPL166 funds$76.5B
META PLATFORMS INC-CLASS AMETA165 funds$28.3B
AMAZON.COM INCAMZN164 funds$50.2B
BROADCOM INCAVGO164 funds$32.8B
ELI LILLY & COLLY164 funds$16.7B
COSTCO WHOLESALE CORPCOST164 funds$11.7B
NVIDIA CORPNVDA163 funds$90.1B
SERVICENOW INCNOW163 funds$4.3B
ALPHABET INC-CL AGOOGL162 funds$40.5B
JPMORGAN CHASE & COJPM162 funds$20.7B
VISA INC-CLASS A SHARESV162 funds$14.1B

Ranked by how many of MORN's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$187K
1 insiders
Sells · 180d
$34.2M
3 insiders
Net
-$34.0M
144 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 27, 2026Lyons William MDirectorSell (S)700$125K
May 22, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)317$55K
May 22, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)114$20K
May 22, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)741$131K
May 22, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)578$102K
May 22, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)293$52K
May 22, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)227$41K
May 21, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)5K$876K
May 21, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)2K$335K
May 21, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)234$41K
May 20, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)6K$977K
May 20, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)1K$216K

Institutional ownership over time

81 funds-205 since Q3 2024
0179358Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $59.5M · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MORN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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Use Arkolith's capital_change_brief for MORN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MORN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.