Jefferies Group's MORN Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,156 shares of Morningstar, Inc. (MORN) worth $533,522, representing 0.00% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in MORN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 5,992 shares. Largest reduction occurred in Q1 2026, reducing 5,343 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Morningstar (MORN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morningstar (MORN) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -5,343 | Reduce 62.87% | 3,156 | $169.05 |
| Q4 2025 | +5,992 | Add 239.01% | 8,499 | $217.31 |
| Q3 2025 | +2,507 | New Buy | 2,507 | $232.01 |
| Q2 2025 | -1,783 | Sold Out | 0 | $0.00 |
| Q1 2025 | +1,783 | New Buy | 1,783 | $299.87 |
| Q4 2024 | -2,317 | Sold Out | 0 | $0.00 |
| Q3 2024 | +817 | Add 54.47% | 2,317 | $319.12 |
| Q2 2024 | +1,500 | New Buy | 1,500 | $295.85 |
Jefferies Group's Morningstar Investment FAQs
Jefferies Group first purchased Morningstar, Inc. (MORN) in Q2 2024, acquiring 1,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Morningstar, Inc. (MORN) for 8 quarters since Q2 2024.
Jefferies Group's largest addition to Morningstar, Inc. (MORN) was in Q4 2025, adding 8,499 shares worth $1.85 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,156 shares of Morningstar, Inc. (MORN), valued at approximately $533,522.
As of the Q1 2026 filing, Morningstar, Inc. (MORN) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Morningstar, Inc. (MORN) was 8,499 shares, as reported at the end of Q4 2025.