Joel Greenblatt's MORN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 169,630 shares of Morningstar, Inc. (MORN) worth $28.68 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MORN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 76,097 shares. Largest reduction occurred in Q1 2015, reducing 63,337 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Morningstar (MORN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morningstar (MORN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +69,347 | Add 69.15% | 169,630 | $169.05 |
| Q4 2025 | +76,097 | Add 314.63% | 100,283 | $217.31 |
| Q3 2025 | +14,796 | Add 157.57% | 24,186 | $232.01 |
| Q2 2025 | +5,286 | Add 128.80% | 9,390 | $313.93 |
| Q1 2025 | +1,509 | Add 58.15% | 4,104 | $299.87 |
| Q4 2024 | -3,997 | Reduce 60.63% | 2,595 | $336.76 |
| Q3 2024 | +2,233 | Add 51.23% | 6,592 | $319.12 |
| Q2 2024 | -1,913 | Reduce 30.50% | 4,359 | $295.85 |
| Q1 2024 | +3,361 | Add 115.46% | 6,272 | $308.37 |
| Q4 2023 | +2,911 | New Buy | 2,911 | $286.24 |
| Q2 2022 | -924 | Sold Out | 0 | $0.00 |
| Q1 2022 | +924 | New Buy | 924 | $272.73 |
| Q3 2021 | -1,093 | Sold Out | 0 | $0.00 |
| Q2 2021 | -554 | Reduce 33.64% | 1,093 | $257.09 |
| Q1 2021 | +1,647 | New Buy | 1,647 | $225.26 |
| Q4 2015 | -2,518 | Sold Out | 0 | $0.00 |
| Q3 2015 | +2,518 | New Buy | 2,518 | $80.22 |
| Q1 2015 | -63,337 | Sold Out | 0 | $0.00 |
| Q4 2014 | +26,723 | Add 72.99% | 63,337 | $64.72 |
| Q3 2014 | -1,870 | Reduce 4.86% | 36,614 | $67.90 |
| Q2 2014 | +21,888 | Add 131.89% | 38,484 | $71.82 |
| Q1 2014 | -12,898 | Reduce 43.73% | 16,596 | $78.99 |
| Q4 2013 | +26,167 | Add 786.50% | 29,494 | $78.08 |
| Q3 2013 | +376 | Add 12.74% | 3,327 | $79.35 |
| Q2 2013 | +2,951 | Add 0.00% | 2,951 | $77.60 |
Joel Greenblatt's Morningstar Investment FAQs
Joel Greenblatt first purchased Morningstar, Inc. (MORN) in Q2 2013, acquiring 2,951 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Morningstar, Inc. (MORN) for 25 quarters since Q2 2013.
Joel Greenblatt's largest addition to Morningstar, Inc. (MORN) was in Q4 2025, adding 100,283 shares worth $21.79 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 169,630 shares of Morningstar, Inc. (MORN), valued at approximately $28.68 M.
As of the Q1 2026 filing, Morningstar, Inc. (MORN) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Morningstar, Inc. (MORN) was 169,630 shares, as reported at the end of Q1 2026.