MORN
Morningstar, Inc. ·
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Morningstar, Inc. (MORN) is held by 3 tracked hedge fund(s) and traded by 1 member(s) of Congress. 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 | ▼ 39% (−482K) | $207.10 | 2026-03-31 |
| Select Equity Group, L.P. Select Equity Group, L.P. |
0.6% | 638K | $108M | ▼ 58% (−885K) | $216.64 | 2026-03-31 |
| Kensico Capital Michael Lowenstein |
0.5% | 135K | $23M | NEW (+135K) | $169.05 | 2026-03-31 |
FAQ ▾
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 — 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 · Not investment advice ▾
Ownership from SEC filings; price from market data.
Published by WealthFile · Not investment advice.