Renaissance Technologies (RenTech)'s MORN Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC) currently holds 448,870 shares of Morningstar, Inc. (MORN) worth $75.88 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Renaissance Technologies (RenTech) has maintained a long-term strategic position in MORN, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 195,600 shares. Largest reduction occurred in Q4 2025, reducing 137,000 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Morningstar (MORN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morningstar (MORN) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +125,100 | Add 38.64% | 448,870 | $169.05 |
| Q4 2025 | -137,000 | Reduce 29.73% | 323,770 | $217.31 |
| Q3 2025 | +195,600 | Add 73.76% | 460,770 | $232.01 |
| Q2 2025 | +29,900 | Add 12.71% | 265,170 | $313.93 |
| Q1 2025 | +46,900 | Add 24.90% | 235,270 | $299.87 |
| Q4 2024 | +4,900 | Add 2.67% | 188,370 | $336.76 |
| Q3 2024 | +6,600 | Add 3.73% | 183,470 | $319.12 |
| Q2 2024 | -9,630 | Reduce 5.16% | 176,870 | $295.85 |
| Q1 2024 | -29,400 | Reduce 13.62% | 186,500 | $308.37 |
| Q4 2023 | -48,900 | Reduce 18.47% | 215,900 | $286.24 |
| Q3 2023 | -28,000 | Reduce 9.56% | 264,800 | $234.24 |
| Q2 2023 | -18,800 | Reduce 6.03% | 292,800 | $0.20 |
| Q1 2023 | -29,770 | Reduce 8.72% | 311,600 | $0.20 |
| Q4 2022 | -27,700 | Reduce 7.51% | 341,370 | $0.22 |
| Q3 2022 | -25,300 | Reduce 6.42% | 369,070 | $212.32 |
| Q2 2022 | -21,200 | Reduce 5.10% | 394,370 | $241.83 |
| Q1 2022 | +4,670 | Add 1.14% | 415,570 | $273.17 |
| Q4 2021 | -39,270 | Reduce 8.72% | 410,900 | $341.99 |
| Q3 2021 | -25,400 | Reduce 5.34% | 450,170 | $259.03 |
| Q2 2021 | -30,400 | Reduce 6.01% | 475,570 | $257.11 |
| Q1 2021 | -95,700 | Reduce 15.91% | 505,970 | $225.04 |
| Q4 2020 | -122,700 | Reduce 16.94% | 601,670 | $231.57 |
| Q3 2020 | -35,100 | Reduce 4.62% | 724,370 | $160.61 |
| Q2 2020 | +41,900 | Add 5.84% | 759,470 | $140.97 |
| Q1 2020 | +34,054 | Add 4.98% | 717,570 | $116.25 |
| Q4 2019 | +17,646 | Add 2.65% | 683,516 | $151.31 |
| Q3 2019 | +22,100 | Add 3.43% | 665,870 | $146.14 |
| Q2 2019 | -52,500 | Reduce 7.54% | 643,770 | $144.64 |
| Q1 2019 | +4,700 | Add 0.68% | 696,270 | $125.99 |
| Q4 2018 | +47,800 | Add 7.43% | 691,570 | $109.84 |
| Q3 2018 | +42,870 | Add 7.13% | 643,770 | $125.90 |
| Q2 2018 | +55,000 | Add 10.08% | 600,900 | $128.25 |
| Q1 2018 | -12,000 | Reduce 2.15% | 545,900 | $95.52 |
| Q4 2017 | -10,900 | Reduce 1.92% | 557,900 | $96.97 |
| Q3 2017 | -22,300 | Reduce 3.77% | 568,800 | $84.99 |
| Q2 2017 | +4,900 | Add 0.84% | 591,100 | $78.34 |
| Q1 2017 | -39,900 | Reduce 6.37% | 586,200 | $78.60 |
| Q4 2016 | +8,000 | Add 1.29% | 626,100 | $73.56 |
| Q3 2016 | +2,300 | Add 0.37% | 618,100 | $79.27 |
| Q2 2016 | +29,500 | Add 5.03% | 615,800 | $81.78 |
| Q1 2016 | +64,600 | Add 12.38% | 586,300 | $88.27 |
| Q4 2015 | +99,500 | Add 23.57% | 521,700 | $80.41 |
| Q3 2015 | +23,700 | Add 5.95% | 422,200 | $80.26 |
| Q2 2015 | +9,900 | Add 2.55% | 398,500 | $79.55 |
| Q1 2015 | -27,673 | Reduce 6.65% | 388,600 | $74.91 |
| Q4 2014 | -16,727 | Reduce 3.86% | 416,273 | $64.71 |
| Q3 2014 | +26,962 | Add 6.64% | 433,000 | $67.90 |
| Q2 2014 | +60,238 | Add 17.42% | 406,038 | $71.81 |
| Q1 2014 | +2,363 | Add 0.69% | 345,800 | $79.02 |
| Q4 2013 | +184,837 | Add 116.54% | 343,437 | $78.09 |
| Q3 2013 | +21,600 | Add 15.77% | 158,600 | $79.26 |
| Q2 2013 | +137,000 | Add 0.00% | 137,000 | $77.58 |
Renaissance Technologies (RenTech)'s Morningstar Investment FAQs
Renaissance Technologies (RenTech) first purchased Morningstar, Inc. (MORN) in Q2 2013, acquiring 137,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Morningstar, Inc. (MORN) for 52 quarters since Q2 2013.
Renaissance Technologies (RenTech)'s largest addition to Morningstar, Inc. (MORN) was in Q3 2025, adding 460,770 shares worth $106.9 M.
According to the latest 13F filing for Q1 2026, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC, owns 448,870 shares of Morningstar, Inc. (MORN), valued at approximately $75.88 M.
As of the Q1 2026 filing, Morningstar, Inc. (MORN) represents approximately 0.12% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Morningstar, Inc. (MORN) was 759,470 shares, as reported at the end of Q2 2020.