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.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| BAMCO INC /NY/ | 3.5M | 14.5% |
| 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 | 0.9% |
| 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 |
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.