MORN

Morningstar Inc$185.76 1.01%
FinancialsUSCUSIP 617700109· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
280
-15 QoQ
13F Value (tracked)
$3.8B
Insider Net · 180d
-$16.7M
1↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)35 adding · 19 trimming
Insider net (180d)-$16.7M

Price & smart-money activity

$185.76 1.01%5Y -22.1%
$137.65$196.95$256.24$315.53$374.832021202220232024202520265048415044605647347049535350475643565945545264506862853674698391666599755786925085927182105
Hover for who · click for detailEnd-of-day closing prices52w $154.01 – $313.93
Build

Use MORN data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns MORN

This stock page is the Follow view. The Build view lets your agent query MORN owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MORN"
Ask your agent
Use Arkolith to show who owns MORN,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

280 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1VANGUARD GROUP INC
$516.0M
2.4M
−9.0%
Reduced · −236K sh
Q4 2025
2BlackRock, Inc.
$395.3M
2.3M
−1.1%
Reduced · −25K sh
Q1 2026
3MORGAN STANLEY
$292.5M
1.7M
−14%
Reduced · −276K sh
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$177.8M
1.1M
New
+1.1M sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$167.3M
989K
New
+989K sh
Q1 2026
6TWO SIGMA INVESTMENTS, LP
$145.3M
859K
+125%
Added · +477K sh
Q1 2026
7STATE STREET CORP
$124.3M
736K
−1.5%
Reduced · −11K sh
Q1 2026
8LOS ANGELES CAPITAL MANAGEMENT LLC
$109.1M
645K
6k×
Added · +645K sh
Q1 2026
9AQR CAPITAL MANAGEMENT LLC
$105.2M
624K
−31%
Reduced · −277K sh
Q1 2026
10GEODE CAPITAL MANAGEMENT, LLC
$101.3M
599K
+0.4%
Added · +2K sh
Q1 2026
11DIMENSIONAL FUND ADVISORS LP
$87.5M
518K
+9.7%
Added · +46K sh
Q1 2026
12RENAISSANCE TECHNOLOGIES LLC
$75.9M
449K
+39%
Added · +125K sh
Q1 2026
13JPMORGAN CHASE & CO
$70.8M
430K
+18%
Added · +64K sh
Q1 2026
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$66.8M
395K
+39%
Added · +110K sh
Q1 2026
15NORGES BANK
$62.4M
287K
−3.4%
Reduced · −10K sh
Q4 2025
16JANE STREET GROUP, LLC
$56.4M
334K
−21%
Reduced · −90K sh
Q1 2026
17MILLENNIUM MANAGEMENT LLC
$54.6M
323K
−6.0%
Reduced · −21K sh
Q1 2026
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$42.9M
255K
−30%
Reduced · −107K sh
Q1 2026
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$36.1M
214K
+13%
Added · +24K sh
Q1 2026
20GOLDMAN SACHS GROUP INC
$35.6M
210K
+85%
Added · +97K sh
Q1 2026
21SEI INVESTMENTS CO
$32.0M
189K
+219%
Added · +130K sh
Q1 2026
22Quantinno Capital Management LP
$31.6M
187K
−1.0%
Reduced · −2K sh
Q1 2026
23BNP Paribas Asset Management Holding S.A.
$31.5M
186K
+593%
Added · +159K sh
Q1 2026
24BANK OF AMERICA CORP /DE/
$31.0M
184K
+12%
Added · +19K sh
Q1 2026
25VOLORIDGE INVESTMENT MANAGEMENT, LLC
$30.1M
178K
−22%
Reduced · −49K 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.

Fund activity: latest quarter

Opened (NEW)
7
funds
Added
28
funds
Reduced
19
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$187K
1 insiders
Sells · 180d
$16.9M
2 insiders
Net
-$16.7M
73 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Mar 4, 2026Holt MichaelChief Financial OfficerBuy (P)1K$187K
Mar 2, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)3K$569K
Mar 1, 2026Holt MichaelChief Financial OfficerGrant (A)684$0
Mar 1, 2026Wiersema ConanCAO & PAOGrant (A)301$0
Feb 27, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)38$7K
Feb 27, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)200$37K
Feb 27, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)7K$1.3M
Feb 26, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)2K$285K
Feb 26, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)200$35K
Feb 26, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)100$17K
Feb 26, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)752$135K
Feb 26, 2026Mansueto Joseph DExecutive Chairman, Director, 10% OwnerSell (S)288$53K

Institutional ownership over time

278 funds+91 since Q2 2022
0150300Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $3.2B

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. Via the MCP server (ticker.co_held).

Recent filings

15 shown

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. Every panel above is one call to the Arkolith API & MCP server.