MORN Morningstar Inc
Morningstar Inc (MORN) Institutional Ownership
What the institutions did with MORN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BAMCO INC /NY/ | 3.5M | 14.4% |
| BlackRock, Inc. | 2.1M | 8.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 1.5M | 6.2% |
| MORGAN STANLEY | 1.5M | 6.1% |
| AQR CAPITAL MANAGEMENT LLC | 1.3M | 5.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 950.1K | 3.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 894.4K | 3.7% |
| STATE STREET CORP | 716.5K | 3.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 578.3K | 2.4% |
| DIMENSIONAL FUND ADVISORS LP | 561.9K | 2.3% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 558.0K | 2.3% |
| TWO SIGMA INVESTMENTS, LP | 484.2K | 2.0% |
| JANE STREET GROUP, LLC | 431.3K | 1.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 420.7K | 1.7% |
| KENSICO CAPITAL MANAGEMENT CORP | 284.1K | 1.2% |
| Invesco Ltd. | 259.3K | 1.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 244.3K | 1.0% |
| RENAISSANCE TECHNOLOGIES LLC | 238.8K | 1.0% |
| JPMORGAN CHASE & CO | 236.3K | 1.0% |
| Bank of New York Mellon Corp | 232.5K | 1.0% |
| Copeland Capital Management, LLC | 229.5K | 0.9% |
| UBS Group AG | 209.1K | 0.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 206.1K | 0.8% |
| Quantinno Capital Management LP | 203.2K | 0.8% |
| BANK OF AMERICA CORP /DE/ | 192.6K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BAMCO INC /NY/ | Increased | 759.5K | 3.5M | +2.7M |
| AQR CAPITAL MANAGEMENT LLC | Increased | 623.6K | 1.3M | +680.8K |
| Select Equity Group, L.P. | Sold Out | 637.7K | 0 | -637.7K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 859.5K | 484.2K | -375.2K |
| BlackRock, Inc. | Reduced | 2.3M | 2.1M | -256.5K |
| MORGAN STANLEY | Reduced | 1.7M | 1.5M | -246.4K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 448.9K | 238.8K | -210.1K |
| JPMORGAN CHASE & CO | Reduced | 430.1K | 236.3K | -193.7K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 1.7M | 1.5M | -169.4K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 323.0K | 162.6K | -160.4K |
| BROOKFIELD Corp /ON/ | New | 0 | 156.8K | +156.8K |
| M&G PLC | Sold Out | 149.8K | 0 | -149.8K |
| KENSICO CAPITAL MANAGEMENT CORP | Increased | 135.0K | 284.1K | +149.1K |
| Qube Research & Technologies Ltd | Sold Out | 139.9K | 0 | -139.9K |
| UBS Group AG | Increased | 69.9K | 209.1K | +139.1K |
| Point72 Asset Management, L.P. | Reduced | 170.9K | 32.8K | -138.2K |
| Focus Partners Wealth | Reduced | 134.9K | 15.9K | -119.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 1.1M | 950.1K | -101.7K |
| JANE STREET GROUP, LLC | Increased | 333.9K | 431.3K | +97.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 989.5K | 894.4K | -95.1K |
| Copeland Capital Management, LLC | Increased | 135.2K | 229.5K | +94.3K |
| Incline Global Management LLC | Sold Out | 88.4K | 0 | -88.4K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | 645.4K | 558.0K | -87.4K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold Out | 84.3K | 0 | -84.3K |
| CONGRESS ASSET MANAGEMENT CO | Sold Out | 77.4K | 0 | -77.4K |
| SEI INVESTMENTS CO | Reduced | 189.3K | 112.8K | -76.5K |
| NORDEA INVESTMENT MANAGEMENT AB | Increased | 73.2K | 147.9K | +74.7K |
| Candriam S.C.A. | New | 0 | 74.4K | +74.4K |
| FMR LLC | Increased | 106.7K | 181.0K | +74.3K |
| Bank of New York Mellon Corp | Increased | 175.0K | 232.5K | +57.5K |
| Squarepoint Ops LLC | New | 0 | 47.7K | +47.7K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 57.4K | 10.3K | -47.1K |
| Allianz Asset Management GmbH | Increased | 27.1K | 74.0K | +46.9K |
| MEEDER ASSET MANAGEMENT INC | Reduced | 55.6K | 11.2K | -44.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 517.8K | 561.9K | +44.1K |
| River Road Asset Management, LLC | Sold Out | 42.1K | 0 | -42.1K |
| HRT FINANCIAL LP | Reduced | 43.5K | 2.9K | -40.6K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 163.5K | 124.5K | -38.9K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | 91.3K | 54.9K | -36.4K |
| TUDOR INVESTMENT CORP ET AL | Increased | 40.0K | 76.1K | +36.1K |
| PANAGORA ASSET MANAGEMENT INC | Sold Out | 34.6K | 0 | -34.6K |
| Mariner, LLC | Increased | 16.5K | 49.7K | +33.1K |
| GOLDMAN SACHS GROUP INC | Reduced | 210.4K | 179.2K | -31.2K |
| Thrivent Financial for Lutherans | Reduced | 45.6K | 15.1K | -30.5K |
| Quadrature Capital Ltd | Increased | 1.9K | 31.6K | +29.6K |
| ROYCE & ASSOCIATES LP | Reduced | 174.3K | 145.0K | -29.3K |
| Trexquant Investment LP | Sold Out | 29.3K | 0 | -29.3K |
| BANK OF NOVA SCOTIA | Sold Out | 28.0K | 0 | -28.0K |
| Gotham Asset Management, LLC | Reduced | 169.6K | 142.3K | -27.3K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 42.2K | 15.3K | -26.9K |
| Holocene Advisors, LP | Sold Out | 26.0K | 0 | -26.0K |
| Invesco Ltd. | Reduced | 285.1K | 259.3K | -25.8K |
| Engineers Gate Manager LP | Increased | 14.2K | 40.0K | +25.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 394.9K | 420.7K | +25.8K |
| IEQ CAPITAL, LLC | Increased | 29.1K | 53.9K | +24.8K |
| VAN ECK ASSOCIATES CORP | Sold Out | 22.0K | 0 | -22.0K |
| Waverly Advisors, LLC | Sold Out | 21.2K | 0 | -21.2K |
| Allspring Global Investments Holdings, LLC | Reduced | 27.4K | 6.4K | -21.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 599.2K | 578.3K | -20.9K |
| Crawford Fund Management, LLC | Increased | 89.2K | 109.5K | +20.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.