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Who owns Morningstar (MORN) stock

392 funds reported Morningstar (MORN) shares in their latest 13F filings, worth $4.2B in all. The largest holder is Bamco ($546M). Last quarter 177 funds added to their stakes and 233 cut them. Members of Congress and other officials disclosed 8 trades (0 buys, 8 sales).

Largest holders of MORN (13F)Largest holders of MORN (13F)Bamco$546MVanguard Group$516MBlackRock$325MWellington Management Group LLP$233MMorgan Stanley$232MAQR Capital Management LLC$204MVanguard Portfolio Management LLC$148MVanguard Capital Management LLC$140MState Street$112MGeode Capital Management, LLC$90.2M

Largest holders (13F)

FundSharesValueChangeQuarter
Bamco3,499,146$546Mincrease2026-06-30
Vanguard Group2,374,364$516Mdecrease2025-12-31
BlackRock2,081,736$325Mdecrease2026-06-30
Wellington Management Group LLP1,493,037$233Mdecrease2026-06-30
Morgan Stanley1,484,135$232Mdecrease2026-06-30
AQR Capital Management LLC1,304,388$204Mincrease2026-06-30
Vanguard Portfolio Management LLC950,075$148Mdecrease2026-06-30
Vanguard Capital Management LLC894,406$140Mdecrease2026-06-30
State Street716,473$112Mdecrease2026-06-30
Geode Capital Management, LLC578,315$90.2Mdecrease2026-06-30
Dimensional Fund Advisors LP561,857$87.7Mincrease2026-06-30
Two Sigma Investments, LP484,249$75.6Mdecrease2026-06-30
Jane Street Group, LLC431,301$67.3Mincrease2026-06-30
Arrowstreet Capital, Limited Partnership420,742$65.6Mincrease2026-06-30
Copeland Capital Management, LLC333,586$63.4Mincrease2026-09-30

Trades by Congress and other officials

DateWhoTradeAmount
2026-05-06April McClain Delaneypartial sale$1K–$15K
2026-05-04April McClain Delaneypartial sale$1K–$15K
2026-04-17April McClain Delaneypartial sale$1K–$15K
2026-04-16April McClain Delaneypartial sale$1K–$15K
2026-02-25April McClain Delaneypartial sale$1K–$15K
2026-02-19April McClain Delaneypartial sale$1K–$15K
2026-02-06April McClain Delaneypartial sale$1K–$15K
2026-01-15April McClain Delaneypartial sale$1K–$15K

Morningstar's latest quarter

Morningstar, Q3 2026: revenue $672M (+9% year over year), operating margin 24.9%, net earnings $116M, operating cash flow $191M. The chart follows the revenue to costs, profit and cash.

Questions

Who owns the most MORN stock?

By the latest 13F filings: Bamco ($546M); Vanguard Group ($516M); BlackRock ($325M); Wellington Management Group LLP ($233M); Morgan Stanley ($232M).

Has Congress traded MORN stock?

Officials disclosed 8 trades on file: 0 buys and 8 sales. The latest: April McClain Delaney, partial sale on 2026-05-06.

What is the short interest in MORN?

1,243,745 shares were sold short at the 2026-10-15 settlement, -12.68% of the float.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.