Guru Ownership Trend
Guru Analysis for Morningstar, Inc. (MORN)
Morningstar, Inc. (MORN), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $437.91 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $49.42 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 109.2%. Conversely, Steven Cohen reduced exposure by 80.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Morningstar, Inc. (MORN)
Major holders include Cliff Asness ($203.51 M), Renaissance Technologies (RenTech) ($37.25 M), Chuck Royce ($22.62 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.95 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $49.42 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited MORN. The total reported sell value was $63.17 M.
Yes, 1 managers opened new positions in MORN, and 3 increased their existing holdings. The total reported buy value was $112.59 M.
