Morningstar (MORN) Superinvestor holders
19 of the superinvestors we track hold Morningstar (MORN) in their latest 13F filings, $1.2B in total.
Summary
The largest holder is Ron Baron (Baron Capital (BAMCO)), with $546M, 0.8% of the portfolio.
In their latest quarter: 1 opened a new position, 9 added, 9 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Ron Baron Baron Capital (BAMCO) |
Added | 3,499,146 | $546M | 0.8% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 1,304,388 | $204M | 0.1% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 484,249 | $76M | 0.1% | Q2 2026 |
| Josef Lakonishok LSV Asset Management |
Added | 385,552 | $73M | 0.1% | Q3 2026 |
| Arrowstreet Capital | Added | 420,742 | $66M | 0.0% | Q2 2026 |
| Michael Lowenstein Kensico Capital Management |
Added | 284,100 | $44M | 0.8% | Q2 2026 |
| Jim Simons Renaissance Technologies |
Trimmed | 238,770 | $37M | 0.1% | Q2 2026 |
| Chuck Royce Royce Investment Partners |
Trimmed | 141,711 | $27M | 0.2% | Q3 2026 |
| David Vogel Voloridge Investment Management |
Trimmed | 162,073 | $25M | 0.1% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 142,299 | $22M | 0.1% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Added | 76,095 | $12M | 0.0% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Added | 64,876 | $10M | 0.0% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Trimmed | 32,754 | $5M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
Added | 21,114 | $3M | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
Trimmed | 14,896 | $3M | 0.0% | Q3 2026 |
| Alan Howard Brevan Howard |
Added | 9,535 | $1M | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 5,594 | $872,776 | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
New position | 4,249 | $662,929 | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 1,075 | $167,722 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 19 |
| Q1 2026 | 23 |
| Q4 2025 | 20 |
| Q3 2025 | 20 |
| Q2 2025 | 22 |
| Q1 2025 | 22 |
| Q4 2024 | 18 |
| Q3 2024 | 16 |
Questions about Morningstar
Which superinvestors own Morningstar?
19 of the superinvestors we track hold Morningstar (MORN) in their latest 13F filings, $1.2B in total. Ron Baron, Cliff Asness, Two Sigma, Josef Lakonishok, Arrowstreet Capital, Michael Lowenstein.
Who is the largest superinvestor holder of MORN?
The largest holder is Ron Baron (Baron Capital (BAMCO)), with $546M, 0.8% of the portfolio.
From Morningstar's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.