Paul Tudor Jones's MORN Position Overview
Paul Tudor Jones (via Tudor Investment Corp Et Al) currently holds 40,000 shares of Morningstar, Inc. (MORN) worth $6.76 M, representing 0.01% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Paul Tudor Jones has maintained a strategic position in MORN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 35,290 shares. Largest reduction occurred in Q3 2023, reducing 17,134 shares.
Analysis based on 13F filings available since 2013 Q2
Paul Tudor Jones's Morningstar (MORN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morningstar (MORN) Trades by Paul Tudor Jones
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +35,290 | Add 749.26% | 40,000 | $169.05 |
| Q4 2025 | -4,319 | Reduce 47.83% | 4,710 | $217.31 |
| Q3 2025 | -15,598 | Reduce 63.34% | 9,029 | $232.01 |
| Q2 2025 | +1,356 | Add 5.83% | 24,627 | $313.93 |
| Q1 2025 | +23,271 | New Buy | 23,271 | $299.87 |
| Q3 2023 | -17,134 | Sold Out | 0 | $0.00 |
| Q2 2023 | +665 | Add 4.04% | 17,134 | $196.07 |
| Q1 2023 | +16,469 | New Buy | 16,469 | $0.20 |
| Q4 2021 | -1,151 | Sold Out | 0 | $0.00 |
| Q3 2021 | +1,151 | New Buy | 1,151 | $258.91 |
| Q2 2021 | -9,782 | Sold Out | 0 | $0.00 |
| Q1 2021 | -1,224 | Reduce 11.12% | 9,782 | $225.01 |
| Q4 2020 | +11,006 | New Buy | 11,006 | $231.60 |
| Q1 2020 | -1,805 | Sold Out | 0 | $0.00 |
| Q4 2019 | +1,805 | New Buy | 1,805 | $151.25 |
| Q2 2018 | -2,376 | Sold Out | 0 | $0.00 |
| Q1 2018 | -1,010 | Reduce 29.83% | 2,376 | $95.54 |
| Q4 2017 | +3,386 | New Buy | 3,386 | $96.87 |
| Q4 2016 | -5,928 | Sold Out | 0 | $0.00 |
| Q3 2016 | -1,958 | Reduce 24.83% | 5,928 | $79.28 |
| Q2 2016 | -2,252 | Reduce 22.21% | 7,886 | $81.79 |
| Q1 2016 | -13,273 | Reduce 56.70% | 10,138 | $88.28 |
| Q4 2015 | +15,570 | Add 198.57% | 23,411 | $80.39 |
| Q3 2015 | +3,205 | Add 69.13% | 7,841 | $80.22 |
| Q2 2015 | -3,249 | Reduce 41.20% | 4,636 | $79.59 |
| Q1 2015 | -3,000 | Reduce 27.56% | 7,885 | $74.95 |
| Q4 2014 | +4,505 | Add 70.61% | 10,885 | $64.68 |
| Q3 2014 | +3,426 | Add 115.98% | 6,380 | $67.87 |
| Q2 2014 | +2,954 | New Buy | 2,954 | $71.77 |
| Q1 2014 | -3,619 | Sold Out | 0 | $0.00 |
| Q4 2013 | +3,619 | New Buy | 3,619 | $78.20 |
Paul Tudor Jones's Morningstar Investment FAQs
Paul Tudor Jones first purchased Morningstar, Inc. (MORN) in Q4 2013, acquiring 3,619 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Paul Tudor Jones has held Morningstar, Inc. (MORN) for 31 quarters since Q4 2013.
Paul Tudor Jones's largest addition to Morningstar, Inc. (MORN) was in Q1 2026, adding 40,000 shares worth $6.76 M.
According to the latest 13F filing for Q1 2026, Paul Tudor Jones's firm, Tudor Investment Corp Et Al, owns 40,000 shares of Morningstar, Inc. (MORN), valued at approximately $6.76 M.
As of the Q1 2026 filing, Morningstar, Inc. (MORN) represents approximately 0.01% of Paul Tudor Jones's publicly disclosed stock portfolio, making it one of their key holdings.
Paul Tudor Jones's peak holding in Morningstar, Inc. (MORN) was 40,000 shares, as reported at the end of Q1 2026.