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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $292.9 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $769,955.07 net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 749.3%. Conversely, Jefferies Group reduced exposure by 62.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Morningstar, Inc. (MORN)
Major holders include Cliff Asness ($105.21 M), Renaissance Technologies (RenTech) ($75.88 M), Chuck Royce ($29.46 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.63 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $769,955.07, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited MORN. The total reported sell value was $47.58 M.
Yes, 0 managers opened new positions in MORN, and 5 increased their existing holdings. The total reported buy value was $48.35 M.
