Across its top 20 institutional holders, MORN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 31/100).

Quarterly Activity

Recent Activity

+$1.8B

Total Buy Value

$3.3B

Total Sell Value

New buy60

Trim171

Add166

Sold out94

226

Net Buyers

265

Net Sellers

Smart Money Convergence

MORN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

617700109

FAQ

Who are the top institutional investors holding MORNINGSTAR INC (MORN)?

Major stakeholders currently include BlackRock, Inc. ($395.3M), Morgan Stanley ($292.5M), Wellington Management Group LLP ($281.0M). Based on the latest 13F filings, there are a total of 440 tracked investment funds and institutions maintaining positions in MORN.

What is the overall institutional sentiment toward MORN recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.3B, driven by 226 managers accumulating shares while 265 reduced their exposure.

Which institutions have been selling or reducing their MORN positions?

In the latest period, 171 funds trimmed their holdings, and 94 managers completely exited their positions. The aggregate reported sell value was $3.3B.

Are there any notable investors adding MORN to their portfolios?

Yes, buying activity remains notable. 60 institutions opened new positions in {ticker}, and 166 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.8B.