Among active 13F managers last quarter, 4 opened and 27 added, while 21 reduced; the largest holder to move was Two Sigma Investments, LP (+125%). Over the last 180 days, 3 insiders sold and none bought, a net -$38.1M in open-market trades.
The legs disagree, or only one of them leans.
375 tracked 13F filers disclose a position in MORN as of the latest SEC 13F filings, a combined $3.1B 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.1M | $324.8M | ▼−11% Reduced · −256K sh | Q2 2026 | |
| 2 | Morgan Stanley | 1.7M | $292.5M | ▼−14% Reduced · −276K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 950K | $148.2M | ▼−9.7% Reduced · −102K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 894K | $139.5M | ▼−9.6% Reduced · −95K sh | Q2 2026 | |
| 5 | Two Sigma Investments, LP | 859K | $145.3M | ▲+125% Added · +477K sh | Q1 2026 | |
| 6 | State Street Corp | 716K | $111.8M | ▼−2.6% Reduced · −19K sh | Q2 2026 | |
| 7 | AQR Capital Management LLC | 624K | $105.2M | ▼−31% Reduced · −277K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 578K | $90.2M | ▼−3.5% Reduced · −21K sh | Q2 2026 | |
| 9 | Los Angeles Capital Management LLC | 558K | $87.1M | ▼−14% Reduced · −87K sh | Q2 2026 | |
| 10 | Dimensional Fund Advisors LP | 518K | $87.5M | ▲+9.7% Added · +46K sh | Q1 2026 | |
| 11 | Renaissance Technologies LLC | 449K | $75.9M | ▲+39% Added · +125K sh | Q1 2026 | |
| 12 | JPMorgan Chase & Co | 430K | $70.8M | ▲+18% Added · +64K sh | Q1 2026 | |
| 13 | Arrowstreet Capital, Limited Partnership | 395K | $66.8M | ▲+39% Added · +110K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 334K | $56.4M | ▼−21% Reduced · −90K sh | Q1 2026 | |
| 15 | Millennium Management LLC | 323K | $54.6M | ▼−6.0% Reduced · −21K sh | Q1 2026 | |
| 16 | Norges Bank | 287K | $62.4M | ▼−3.4% Reduced · −10K sh | Q4 2025 | |
| 17 | Massachusetts Financial Services Co | 255K | $42.9M | ▼−30% Reduced · −107K sh | Q1 2026 | |
| 18 | Copeland Capital Management, LLC | 230K | $35.8M | ▲+70% Added · +94K sh | Q2 2026 | |
| 19 | Charles Schwab Investment Management Inc | 214K | $36.1M | ▲+13% Added · +24K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 210K | $35.6M | ▲+85% Added · +97K sh | Q1 2026 | |
| 21 | Sei Investments Co | 189K | $32.0M | ▲+219% Added · +130K sh | Q1 2026 | |
| 22 | Quantinno Capital Management LP | 187K | $31.6M | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 23 | BNP Paribas Asset Management Holding S.A. | 186K | $31.5M | ▲+593% Added · +159K sh | Q1 2026 | |
| 24 | Bank Of America Corp | 184K | $31.0M | ▲+12% Added · +19K sh | Q1 2026 | |
| 25 | FMR LLC | 181K | $28.2M | ▲+70% Added · +74K sh | Q2 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in MORN and 27 added to an existing one, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 214 funds | $233.6B |
| Nvidia CorpNVDA | 209 funds | $364.0B |
| Amazon.com IncAMZN | 208 funds | $180.1B |
| Apple IncAAPL | 207 funds | $262.1B |
| Alphabet Inc-CL AGOOGL | 203 funds | $162.7B |
| Meta Platforms Inc-Class AMETA | 201 funds | $98.6B |
| Visa Inc-Class A SharesV | 201 funds | $56.2B |
| JPMorgan Chase & CoJPM | 200 funds | $55.7B |
| Costco Wholesale CorpCOST | 200 funds | $31.7B |
| Chevron CorpCVX | 199 funds | $24.4B |
| Eli Lilly & CoLLY | 198 funds | $71.8B |
| TJX Companies IncTJX | 197 funds | $23.8B |
Ranked by how many of MORN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MORN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 6 lots, same day | 6K | $1.2M |
| Aug 21, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 2 lots, same day | 4K | $888K |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 5 lots, same day | 7K | $1.6M |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 7 lots, same day | 7K | $1.4M |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 6 lots, same day | 8K | $1.7M |
| Aug 17, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 2 lots, same day | 7K | $1.5M |
| Aug 14, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 4 lots, same day | 7K | $1.5M |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 8 lots, same day | 7K | $1.4M |
| Aug 12, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 4 lots, same day | 7K | $1.4M |
| Aug 11, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) | 974 | $195K |
| Aug 10, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) | 7K | $1.5M |
| Aug 7, 2026 | Mansueto Joseph D | Executive Chairman, Director, 10% Owner | Sell (S) 4 lots, same day | 7K | $1.3M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 46 | – |
Insiders Form 4 open-market | 0 | 3 | -$38.1M |
US House STOCK Act trades | 0 | 1 | -$40K |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MORN/capital-change-brief"
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.