Ticker · CUSIP 617700109

MORN

MORNINGSTAR INC

Financial Services·Financial Data & Stock Exchanges

···Share

Holders (tracked)

Combined shares

4,821,726

Combined value

$1.05B

Last close

$184.28

Quarter

2025Q4

Price is -15.2% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$184.28-90.48 (-32.93%)H $311.18 · L $153.56 · Avg Vol 403K

Congress buyCongress sellPosition opened

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

25 events

D.E. Shaw & Co. trimmed2026-02-17
−6,612 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+96,279 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) exited2026-02-17
−84,318 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+45,092 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−45,724 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) trimmed2026-02-17
−172,511 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+292,053 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+94,996 shares · 2025Q4
Position
Wellington Management added2026-02-17
+523,387 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+4,710 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−137,000 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+286,994 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−24,627 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+314,275 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−512,417 shares · 2025Q3
Position
Steve Cohen (Point72) trimmed2025-11-14
−72,279 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+125,507 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+6,464 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+22,448 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−168,015 shares · 2025Q3
Position
Ron Baron (Baron Capital / BAMCO) added2025-11-14
+118,979 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−296,958 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+195,600 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+1,077 shares · 2024Q3
Position
Ken Fisher (Fisher Asset Mgmt) exited2025-11-12
−16,141 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for MORN →

Follow-the-investor returns

If you'd copied each holder of MORN…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Ron Baron (Baron Capital / BAMCO)	2016Q1	$117.66	+56.6%	$228.8M
Renaissance Technologies	2016Q1	$197.16	-6.5%	$59.7M
Ken Griffin (Citadel Advisors)	2016Q1	$222.33	-17.1%	$663K
Ken Griffin (Citadel Advisors)	2016Q1	$222.33	-17.1%	$663K
T. Rowe Price	2016Q1	$229.72	-19.8%	$4.0M
Paul Tudor Jones (Tudor Investment)	2016Q1	$233.33	-21.0%	$868K
Steve Cohen (Point72)	2019Q3	$247.76	-25.6%	$26.9M
AQR Capital Management	2016Q1	$253.12	-27.2%	$165.9M
Two Sigma Investments	2016Q3	$259.60	-29.0%	$70.5M
Wellington Management	2016Q3	$264.72	-30.4%	$209.4M
D.E. Shaw & Co.	2016Q1	$281.63	-34.6%	$4.2M
Izzy Englander (Millennium Mgmt)	2016Q1	$295.31	-37.6%	$63.4M
Norges Bank (Norway SWF)	2016Q1	$11203.62	-98.4%	$52.9M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+286,994
$62.4M
Paul Tudor Jones (Tudor Investment)
+4,710
$1.0M

Added to5

Wellington Management
+523,387
$113.7M
AQR Capital Management
+292,053
$63.5M
Two Sigma Investments
+96,279
$20.9M
Steve Cohen (Point72)
+94,996
$20.6M
Izzy Englander (Millennium Mgmt)
+45,092
$9.8M

Trimmed4

Ron Baron (Baron Capital / BAMCO)
−172,511
$37.5M
Renaissance Technologies
−137,000
$29.8M
D.E. Shaw & Co.
−6,612
$1.4M
T. Rowe Price
−45,724
$10K

Exited1

Ken Griffin (Citadel Advisors)
−84,318
$19.6M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	16	2,989,388	$60.12B	—
2022Q2	12	2,937,685	$57.56B	-4
2022Q3	14	3,398,044	$721.5M	+2
2022Q4	13	3,330,016	$721.2M	-1
2023Q1	14	3,251,864	$660.2M	+1
2023Q2	15	3,557,886	$697.6M	+1
2023Q3	12	4,997,506	$1.17B	-3
2023Q4	11	5,037,909	$1.44B	-1
2024Q1	13	5,890,044	$1.82B	+2
2024Q2	12	6,410,391	$1.90B	-1
2024Q3	11	4,093,999	$1.31B	-1
2024Q4	12	2,963,021	$997.8M	+1
2025Q1	14	3,604,542	$1.08B	+2
2025Q2	14	4,184,474	$1.31B	—
2025Q3	12	3,922,880	$910.1M	-2
2025Q4	13	4,821,726	$1.05B	+1

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-02-25	April McClain Delaney	Sell (P)	$1K – $15K	PDF ↗
2026-02-19	April McClain Delaney	Sell (P)	$1K – $15K	PDF ↗
2026-02-06	April McClain Delaney	Sell (P)	$1K – $15K	PDF ↗
2026-01-15	April McClain Delaney	Sell (P)	$1K – $15K	PDF ↗
2025-08-04	Lisa McClain	Sell	$1K – $15K	PDF ↗
2025-07-22	Lisa McClain	Buy	$1K – $15K	PDF ↗

Who owns MORN

13 super-investors · 2025Q4

Tracked stake

4.82M

Combined value

$1.05B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added5Trim4Sold2

#	Manager	Shares	Value	% of book	Last action
1	Ron Baron Baron Capital / BAMCO	1.24M	$270M	0.7%	Trim−172.5K
2	Wellington Management	1.14M	$247M	0.0%	Added+523.4K
3	AQR Capital Management	900.3K	$196M	0.1%	Added+292.1K
4	Two Sigma Investments	382.5K	$83M	0.1%	Added+96.3K
5	Izzy Englander Millennium Mgmt	343.8K	$75M	0.0%	Added+45.1K
6	Renaissance Technologies	323.8K	$70M	0.1%	Trim−137.0K
7	Norges Bank Norway SWF	287.0K	$62M	0.0%	New+287.0K
8	Steve Cohen Point72	145.9K	$32M	0.0%	Added+95.0K
9	D.E. Shaw & Co.	22.8K	$5M	0.0%	Trim−6.6K
10	T. Rowe Price	21.8K	$5M	0.0%	Trim−45.7K
11	Ken Griffin Citadel Advisors	7.6K	$2M	0.0%	Sold−84.3K
12	Paul Tudor Jones Tudor Investment	4.7K	$1M	0.0%	New+4.7K
13	Ken Griffin Citadel Advisors	3.6K	$782K	0.0%	Sold−84.3K

Recent moves

20 transactions

TRIMRon Baron (Baron Capital / BAMCO)
−172,511 · 2025Q4
SOLDKen Griffin (Citadel Advisors)
−84,318 · 2025Q4
ADDWellington Management
+523,387 · 2025Q4
ADDAQR Capital Management
+292,053 · 2025Q4
ADDSteve Cohen (Point72)
+94,996 · 2025Q4
ADDTwo Sigma Investments
+96,279 · 2025Q4
TRIMD.E. Shaw & Co.
−6,612 · 2025Q4
TRIMT. Rowe Price
−45,724 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+4,710 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+45,092 · 2025Q4
TRIMRenaissance Technologies
−137,000 · 2025Q4
NEWNorges Bank (Norway SWF)
+286,994 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−24,627 · 2025Q3
TRIMSteve Cohen (Point72)
−72,279 · 2025Q3
ADDT. Rowe Price
+22,448 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−512,417 · 2025Q3
ADDTwo Sigma Investments
+125,507 · 2025Q3
ADDD.E. Shaw & Co.
+6,464 · 2025Q3
TRIMWellington Management
−168,015 · 2025Q3
ADDRon Baron (Baron Capital / BAMCO)
+118,979 · 2025Q3

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