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Morningstar, Inc. (MORN) research

Morningstar, Inc.
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Financial Services
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$200.53
As of
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You are seeing 5 of 31 signals recorded on MORN since 2026-05-17.

The five above all landed on 2026-09-06. The other 26 were recorded on 5 other days. 23 of the 31 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in MORN (2026Q2)

Manager / securityMarket value% portfolioQoQ
TWO SIGMA INVESTMENTS, LPCUSIP 617700109 · 2026Q2$75.6M0.05%,
RENAISSANCE TECHNOLOGIES LLCCUSIP 617700109 · 2026Q2$37.3M0.05%,
MILLENNIUM MANAGEMENT LLCCUSIP 617700109 · 2026Q2$25.4M0.01%,
Point72 Asset Management, L.P.CUSIP 617700109 · 2026Q2$5.1M0.01%,
CITADEL ADVISORS LLCCUSIP 617700109 · 2026Q2$4.4M0.00%,
D. E. Shaw & Co., Inc.CUSIP 617700109 · 2026Q2$873K0.00%,
Bridgewater Associates, LPCUSIP 617700109 · 2026Q2$663K0.00%,

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

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