Morningstar, Inc
Held by 11 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 617700109 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 11 of the investors we track own this stock. In the latest quarter, 3 of them bought more of it and 7 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
11
0 vs last quarter (like-for-like)
Total value held
$742.46M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$139.93M
+24.2% vs last quarter
Net shares bought
+1.2M
Est. net flow +$176.19M
Quarter activity
3 bought · 7 sold
1 new · 1 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns MORN?
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Who owns MORN? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ron Baron | Baron Capital (BAMCO) | 3.50M | $545.94M | 0.8% | Added | +2.7M | +360.7% | +$427.44M |
| 2 | Two Sigma | Two Sigma Investments | 484.25K | $75.55M | 0.1% | Reduced | -375.2K | -43.7% | -$58.54M |
| 3 | Jim Simons | Renaissance Technologies | 238.77K | $37.25M | 0.1% | Reduced | -210.1K | -46.8% | -$32.78M |
| 4 | Israel Englander | Millennium Management | 162.62K | $25.37M | 0.0% | Reduced | -160.4K | -49.7% | -$25.02M |
| 5 | Norges Bank | Norges Bank Investment Management | 155.69K | $24.29M | 0.0% | — | — | — | — |
| 6 | Chuck Royce | Royce & Associates | 145.00K | $22.62M | 0.2% | Reduced | -29.3K | -16.8% | -$4.57M |
| 7 | Steve Cohen | Point72 Asset Management | 32.75K | $5.11M | 0.0% | Reduced | -138.2K | -80.8% | -$21.55M |
| 8 | Ken Griffin | Citadel Advisors | 27.91K | $4.35M | 0.0% | Added | +4.3K | +18.0% | +$664.02K |
| 9 | David Shaw | D.E. Shaw & Co. | 5.59K | $872.78K | 0.0% | Reduced | -14.8K | -72.5% | -$2.30M |
| 10 | Ray Dalio | Bridgewater Associates | 4.25K | $662.93K | 0.0% | New | +4.2K | — | +$662.93K |
| 11 | LSV Asset Management | LSV Asset Management | 2.80K | $437.00K | 0.0% | Held | 0 | 0.0% | $0 |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Select Equity Group | Select Equity Group | -637.7K | $107.81M |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| April McClain Delaney Politician | May 4, 2026 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Jun 5, 2026 | 32 days | PTR ↗ |
| April McClain Delaney Politician | May 6, 2026 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Jun 5, 2026 | 30 days | PTR ↗ |
| April McClain Delaney Politician | Apr 30, 2026 | MORN | Morningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | May 6, 2026 | 6 days | PTR ↗ |
| April McClain Delaney Politician | Apr 16, 2026 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | May 6, 2026 | 20 days | PTR ↗ |
| April McClain Delaney Politician | Apr 17, 2026 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | May 6, 2026 | 19 days | PTR ↗ |
| April McClain Delaney Politician | Feb 6, 2026 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Mar 10, 2026 | 32 days | PTR ↗ |
| April McClain Delaney Politician | Feb 19, 2026 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Mar 10, 2026 | 19 days | PTR ↗ |
| April McClain Delaney Politician | Feb 25, 2026 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Mar 10, 2026 | 13 days | PTR ↗ |
| April McClain Delaney Politician | Jan 15, 2026 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Feb 2, 2026 | 18 days | PTR ↗ |
| Lisa McClain Politician | Aug 4, 2025 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Sep 12, 2025 | 39 days | PTR ↗ |
| April McClain Delaney Politician | Aug 2, 2025 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Child | — | Sep 2, 2025 | 31 days | PTR ↗ |
| Lisa McClain Politician | Jul 22, 2025 | MORN | Morningstar, Inc. - Common Stock (MORN) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 22 days | PTR ↗ |