Morningstar, Inc. - MORN

Sector: Financial · Industry: Investment Advice
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$3.837B
QoQ value delta ($000)
+$36.99M (+0.97%)
Implied price effect (QoQ)
+1.0%
Shares
Total shares
24,349,142
QoQ shares delta
-5,887 (-0.02%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (MORN)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 141 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BAMCO INC /NY/ 545,936 3,499,146 0.82%
BlackRock, Inc. 324,792 2,081,736 0.0%
WELLINGTON MANAGEMENT GROUP LLP 232,943 1,493,037 0.04%
MORGAN STANLEY 231,555 1,484,135 0.01%
AQR CAPITAL MANAGEMENT LLC 203,510 1,304,388 0.07%
VANGUARD PORTFOLIO MANAGEMENT LLC 148,230 950,075 0.01%
VANGUARD CAPITAL MANAGEMENT LLC 139,545 894,406 0.0%
STATE STREET CORP 111,784 716,473 0.0%
GEODE CAPITAL MANAGEMENT, LLC 90,244 578,315 0.0%
DIMENSIONAL FUND ADVISORS LP 87,661 561,857 0.02%
LOS ANGELES CAPITAL MANAGEMENT LLC 87,052 557,955 0.32%
TWO SIGMA INVESTMENTS, LP 75,552 484,249 0.05%
JANE STREET GROUP, LLC 67,603 433,301 0.01%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 65,644 420,742 0.03%
Copeland Capital Management, LLC 63,394 333,586 1.46%
KENSICO CAPITAL MANAGEMENT CORP 44,325 284,100 0.76%
Invesco Ltd. 40,453 259,287 0.0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 37,936 244,324 0.01%
RENAISSANCE TECHNOLOGIES LLC 37,252 238,770 0.05%
JPMORGAN CHASE & CO 36,977 236,316 0.0%
Bank of New York Mellon Corp 36,271 232,481 0.01%
UBS Group AG 32,619 209,075 0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32,161 206,136 0.0%
Quantinno Capital Management LP 31,706 203,220 0.04%
BANK OF AMERICA CORP /DE/ 30,051 192,610 0.0%