Morningstar, Inc. (MORN)
- Sector
- Financial Services
- Last price
- $203.96
- As of
Kresmion compiles this page from MORN's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Morningstar, Inc. (MORN): 7 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-25.
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Preview the MORN dossierActive signals for MORN
- highCONSENSUS_BUY
3 tracked funds increased MORN this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +258% to MORN (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +206% to MORN (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +675% to MORN (2026Q2)
- highINSTITUTIONAL_EXIT
Point72 Asset Management, L.P. cut 81% of MORN (2026Q2)
FREE, NO ACCOUNT
Every signal on MORN, as it fires
You are seeing 5 of 14 signals recorded on MORN since 2026-05-17.
The five above all landed on 2026-08-16. The other 9 were recorded on 4 other days. 8 of the 14 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in MORN (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 617700109 · 2026Q2 | $75.6M | 0.05% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 617700109 · 2026Q2 | $37.3M | 0.05% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 617700109 · 2026Q2 | $25.4M | 0.01% | , |
| Point72 Asset Management, L.P.CUSIP 617700109 · 2026Q2 | $5.1M | 0.01% | , |
| CITADEL ADVISORS LLCCUSIP 617700109 · 2026Q2 | $4.4M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 617700109 · 2026Q2 | $873K | 0.00% | , |
| Bridgewater Associates, LPCUSIP 617700109 · 2026Q2 | $663K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, MORN
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
MORN against its peers
MORN's operating margin of 21.5% ranks in the 45th percentile of 9 Financial Services sub-industry peers, fiscal periods ending between 2025-11-30 and 2026-03-31.
| Metric | MORN | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 2.4B USD | 2.2B USD | 66 | 24 |
| Operating margin | 21.5% | 23.2% | 45 | 9 |
| Net margin | 15.3% | 18.2% | 38 | 24 |
| Return on equity | 30.6% | 14.5% | 94 | 25 |
| P / E | 23.0x | 18.4x | 64 | 20 |
| 1 year | -9.4% | 14.7% | 25 | 21 |
Peers (25): VOYA, JXN, OWL, HLI, OMF, FIGR, FCFS, ACT, WEX, AMG, JEF, MKTX, SF, CACC, EVR, BGC, KLAR, CHYM, ALLY, RELY, VIRT, BLSH, SEIC, HLNE, DAVE. Fiscal periods ending between 2025-11-30 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (MORN: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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