MORN
Morningstar, Inc. ยท Financials ยท NASDAQ
$153.41
โผ $0.27 (โ0.18%)
Market cap
$5.8B
52-week range
$149.08 โ $316.71
Volume
497K
Previous close
$153.68
Morningstar, Inc. (MORN) is held by 3 tracked hedge fund(s) and traded by 1 member(s) of Congress. Sector: Financials. Largest tracked holder: BAMCO INC /NY/.
| Fund | % of portfolio | Shares | Value | Latest activity | Avg buy price | Date |
|---|---|---|---|---|---|---|
| BAMCO INC /NY/ Ron Baron |
0.4% | 760K | $128M | โผ 39% (โ482K) | $203.03 | 2026-03-31 |
| Select Equity Group, L.P. Select Equity Group, L.P. |
0.6% | 638K | $108M | โผ 58% (โ885K) | $203.03 | 2026-03-31 |
| Kensico Capital Michael Lowenstein |
0.5% | 135K | $23M | NEW (+135K) | $169.05 | 2026-03-31 |
FAQ โพ
Which hedge funds hold MORN?
Tracked holders include: BAMCO INC /NY/, Select Equity Group, L.P., Kensico Capital.
How much smart money owns MORN?
3 tracked hedge fund(s) and 1 member(s) of Congress have disclosed positions.
Are members of Congress trading MORN?
Yes โ 1 member(s) have disclosed MORN trades. See the Congress tab.
Where does this data come from?
SEC 13F filings (funds), Form 4 (insiders) and STOCK Act reports (Congress).
Sourced from SEC 13F, Form 4 & STOCK Act filings ยท Not investment advice โพ
Ownership from SEC filings; price from market data.
Published by WealthFile ยท Not investment advice.