Steven Cohen's MORN Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 32,754 shares of Morningstar, Inc. (MORN) worth $5.11 M, representing 0.01% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in MORN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 94,996 shares. Largest reduction occurred in Q2 2026, reducing 138,155 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Morningstar (MORN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morningstar (MORN) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -138,155 | Reduce 80.84% | 32,754 | $156.02 |
| Q1 2026 | +24,992 | Add 17.13% | 170,909 | $169.05 |
| Q4 2025 | +94,996 | Add 186.56% | 145,917 | $217.31 |
| Q3 2025 | -72,279 | Reduce 58.67% | 50,921 | $232.01 |
| Q2 2025 | +62,551 | Add 103.14% | 123,200 | $313.93 |
| Q1 2025 | +60,649 | New Buy | 60,649 | $299.87 |
| Q1 2020 | -2,000 | Sold Out | 0 | $0.00 |
| Q4 2019 | +1,600 | Add 400.00% | 2,000 | $151.50 |
| Q3 2019 | +400 | New Buy | 400 | $145.00 |
Steven Cohen's Morningstar Investment FAQs
Steven Cohen first purchased Morningstar, Inc. (MORN) in Q3 2019, acquiring 400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Morningstar, Inc. (MORN) for 9 quarters since Q3 2019.
Steven Cohen's largest addition to Morningstar, Inc. (MORN) was in Q4 2025, adding 145,917 shares worth $31.71 M.
According to the latest 13F filing for Q2 2026, Steven Cohen's firm, Point72 Asset Management, L.P., owns 32,754 shares of Morningstar, Inc. (MORN), valued at approximately $5.11 M.
As of the Q2 2026 filing, Morningstar, Inc. (MORN) represents approximately 0.01% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Morningstar, Inc. (MORN) was 170,909 shares, as reported at the end of Q1 2026.