How many institutional investors hold MORN?

3 tracked institutional investors disclosed a position in MORN (MORNINGSTAR INC) in their most recent 13F filing.

Who is the largest institutional holder of MORN?

Izzy Englander, Millennium Management, holds the largest disclosed position in MORN, valued at $75M.

Where does this MORN ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

MORN — MORNINGSTAR INC

Name: MORNINGSTAR INC (MORN) — Institutional Ownership
Creator: InvestorLens
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Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About MORNINGSTAR INC (MORN)

MORNINGSTAR INC (MORN) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $75M. Across recent filings, tracked investors recorded 0 new positions, 0 increased, 1 reduced, and 1 exited. All data sourced from SEC 13F filings.

Tracked investors reporting MORN

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	323K	$54.6M	0.02%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	170.9K	$28.9M	0.04%	Mar 31, 2026
Ken Griffin	Citadel Advisors	35.9K	$6.1M	0.00%	Mar 31, 2026

Izzy EnglanderMar 31, 2026
Millennium Management
Shares
323K
Value
$54.6M
% Portfolio
0.02%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
170.9K
Value
$28.9M
% Portfolio
0.04%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
35.9K
Value
$6.1M
% Portfolio
0.00%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Ken Griffin	Sold	-100.00%	$0	May 15, 2026
Ken Griffin	Reduced	-88.09%	$2.4K	Feb 17, 2026

Ken Griffin
Sold
$0(-100.00%)May 15, 2026
Ken Griffin
Reduced
$2.4K(-88.09%)Feb 17, 2026

Frequently asked questions

How many institutional investors hold MORN?: 3 tracked institutional investors disclosed a position in MORN (MORNINGSTAR INC) in their most recent 13F filing.
Who is the largest institutional holder of MORN?: Izzy Englander, Millennium Management, holds the largest disclosed position in MORN, valued at $75M.
Did institutional ownership of MORN increase or decrease?: Across recent 13F filings, tracked investors recorded 0 new positions, 0 increased, 1 reduced, and 1 fully exited MORN.
Where does this MORN ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.