MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -3 | 19.56M | $3.05B | +10 | −12 |
| Q1 2026 | 126 | -1 | 18.00M | $3.04B | +7 | −9 |
| Q4 2025 | 126 | 0 | 19.22M | $4.13B | +2 | −1 |
| Q3 2025 | 19 | -1 | 12.09M | $2.80B | — | −2 |
| Q2 2025 | 18 | 0 | 9.90M | $3.11B | — | — |
| Q1 2025 | 15 | +1 | 4.24M | $1.27B | +1 | — |
| Q4 2024 | 14 | +1 | 4.26M | $1.43B | +2 | −1 |
| Q3 2024 | 12 | +1 | 3.32M | $1.06B | +1 | — |
| Q2 2024 | 11 | — | 3.07M | $909.04M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 945.35K | — | $279.68M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 945.35K | — | $279.68M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 945.35K | — | $279.68M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 684.74K | — | $202.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 684.74K | — | $202.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 486.97K | — | $144.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 486.97K | — | $144.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 324.44K | — | $95.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Millennium Management ✦ | 320.19K | — | $94.73M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 176.87K | — | $52.33M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 85.91K | — | $25.42M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 20.01K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 15.23K | — | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 6.38K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 6.38K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 6.38K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 4.36K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 439 holders, 23.27M shares, $3.85B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director, 10% owner · 226 sh · $49,973
Officer, Director, 10% owner · 978 sh · $214,609
Officer, Director, 10% owner · 1.18K sh · $256,581
Officer, Director, 10% owner · 1.31K sh · $289,635
Officer, Director, 10% owner · 220 sh · $47,522
Officer, Director, 10% owner · 1.74K sh · $380,074
Officer, Director, 10% owner · 3.83K sh · $829,301
Officer, Director, 10% owner · 268 sh · $58,308
Officer, Director, 10% owner · 501 sh · $108,784
Officer, Director, 10% owner · 3.16K sh · $672,019
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology