Morningstar Inc (MORN) 13F Ownership Report (Q2 2026)

MORN ranks #1462 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MORN is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

421 institutions disclose a position in MORN, but none treat it as a major bet — even Crawford Fund Management, LLC, its most concentrated holder, allocates just 2.6% of its own portfolio to it.

Copeland Capital Management, LLC has added to its MORN position for two straight quarters, increasing it by $40.5M to reach $63.4M today.

Versant Capital Management, Inc has trimmed its MORN position for two straight quarters, cutting it by $113.6K while still holding $138.0K.

MORN is up 2% today, and institutions have been net buyers of $834.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

MORN posted net income of $421.6M over the trailing twelve months, and currently trades at a P/E of 19.0.

• Profitable — net income of $421.6M over the trailing twelve months
• Revenue grew 9.3% year over year
• Net income improved year over year, from $404.1M to $421.6M
• Generated $589.7M in positive operating cash flow
• Current ratio of 0.99x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.94x equity — within a conventional range