Does Rallies show 13F holders for MORN?

Yes. Rallies tracks hedge fund and 13F ownership data for MORN, including fund names, share counts, latest tracked quarter, and position changes when available.

Is MORN research on Rallies investment advice?

No. Rallies provides research, data, and educational context for MORN. It does not provide personalized investment advice.

MORN (Morningstar, Inc.) Stock Analysis - Hedge Fund Holdings

Morningstar, Inc. (MORN) is a publicly traded Financial Services sector company. As of May 19, 2026, MORN trades at $171.65 with a market cap of $6.73B and a P/E ratio of 17.64. MORN moved -2.98% today. Year to date, MORN is -18.35%; over the trailing twelve months it is -44.69%. Its 52-week range spans $149.08 to $365.00. Analyst consensus is buy with an average price target of $246.00. Rallies surfaces MORN's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns MORN stock?

Hedge funds tracked by Rallies that own MORN include Panagora Asset, Pinebridge Investments, Centerbook Partners, and Polen Capital. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Morningstar, Inc..

MORN Key Metrics

Key financial metrics for MORN
Metric	Value
Price	$171.65
Market Cap	$6.73B
P/E Ratio	17.64
EPS	$9.84
Dividend Yield	0.50%
52-Week High	$365.00
52-Week Low	$149.08
Volume	426.20K
Avg Volume	0
Revenue (TTM)	$2.51B
Net Income	$402.80M
Gross Margin	61.71%

Top Hedge Funds Holding MORN

Panagora Asset holds 34.62K shares of MORN, changed -10.81% as of Mar 31, 2026.
Pinebridge Investments holds 10.51K shares of MORN, changed -43.27% as of Sep 30, 2025.
Centerbook Partners holds 5.23K shares of MORN, changed +128.57% as of Mar 31, 2026.
Polen Capital holds 3.53K shares of MORN, changed -9.52% as of Mar 31, 2025.

Latest MORN News

Morningstar Adds Seven Risk Portfolios as 30-Year Yields Hit 5.15% and ETF Flows Surge — May 19, 2026
Morningstar Integrates Research and PitchBook Data Into Perplexity's AI Platform — May 8, 2026
Morningstar, PitchBook Integrate 1.8M Funds and 3M Companies Data into Perplexity AI — May 8, 2026
Morningstar slips as new Form 4 shows Mansueto sold 14,500 shares — May 5, 2026
Morningstar jumps after Q1 2026 earnings beat, margins expand on Credit strength — May 1, 2026

Recent MORN Insider Trades

Mansueto Joseph D sold 704 (~$117.91K) on May 15, 2026.
Mansueto Joseph D sold 1.52K (~$257.21K) on May 15, 2026.
Mansueto Joseph D sold 4.24K (~$718.55K) on May 15, 2026.

MORN Analyst Consensus

2 analysts cover MORN: 0 strong buy, 2 buy, 0 hold, 0 sell, 0 strong sell. Consensus rating is buy. Average price target: $246.00.

Common questions about MORN

Who owns MORN stock?: Hedge funds tracked by Rallies that own MORN include Panagora Asset, Pinebridge Investments, Centerbook Partners, and Polen Capital. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Morningstar, Inc..
Does Rallies show 13F holders for MORN?: Yes. Rallies tracks hedge fund and 13F ownership data for MORN, including fund names, share counts, latest tracked quarter, and position changes when available.
Is MORN research on Rallies investment advice?: No. Rallies provides research, data, and educational context for MORN. It does not provide personalized investment advice.