MORN institutional holders

MORNINGSTAR INC COM · 13F, 2026Q2

Managers holding419
Shares held24,228,804
Reported value$3.8bn
Quarter flows69 new, 130 added, 172 trimmed, 97 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BAMCO INC /NY/3,499,146$545.9m0.8%
BlackRock, Inc.2,081,736$324.8m0.0%
WELLINGTON MANAGEMENT GROUP LLP1,493,037$232.9m0.0%
MORGAN STANLEY1,484,135$231.6m0.0%
AQR CAPITAL MANAGEMENT LLC1,304,388$203.5m0.1%
VANGUARD PORTFOLIO MANAGEMENT LLC950,075$148.2m0.0%
VANGUARD CAPITAL MANAGEMENT LLC894,406$139.5m0.0%
STATE STREET CORP716,473$111.8m0.0%
GEODE CAPITAL MANAGEMENT, LLC578,315$90.2m0.0%
DIMENSIONAL FUND ADVISORS LP561,857$87.7m0.0%
LOS ANGELES CAPITAL MANAGEMENT LLC557,955$87.1m0.3%
TWO SIGMA INVESTMENTS, LP484,249$75.6m0.1%
JANE STREET GROUP, LLC431,301$67.3m0.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP420,742$65.6m0.0%
KENSICO CAPITAL MANAGEMENT CORP284,100$44.3m0.8%
Invesco Ltd.259,287$40.5m0.0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/244,324$37.9m0.0%
RENAISSANCE TECHNOLOGIES LLC238,770$37.3m0.1%
JPMORGAN CHASE & CO236,316$37.0m0.0%
Bank of New York Mellon Corp232,481$36.3m0.0%
Copeland Capital Management, LLC229,546$35.8m0.7%
UBS Group AG209,075$32.6m0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC206,136$32.2m0.0%
Quantinno Capital Management LP203,220$31.7m0.0%
BANK OF AMERICA CORP /DE/192,610$30.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MORN"). MORN price history · All 13F data

Get a free API keySee history bundlesDownload free samples