MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow +8.1% ·
net new positions +8.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 31.81K | $6.00M | n/a | −1 |
| Q2 2026 | 119 | -3 | 19.60M | $3.06B | +10 | −14 |
| 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 | n/a | −2 |
| Q2 2025 | 18 | 0 | 9.90M | $3.11B | n/a | n/a |
| Q1 2025 | 15 | +1 | 4.24M | $1.27B | +1 | n/a |
| Q4 2024 | 14 | +1 | 4.26M | $1.43B | +2 | −1 |
| Q3 2024 | 12 | +1 | 3.32M | $1.06B | +1 | n/a |
| Q2 2024 | 11 | n/a | 3.07M | $909.04M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 950.51K | +0.6% | $303.33M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | T. Rowe Price ✦ | 685.19K | +0.1% | $218.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (passive) | 497.41K | +2.1% | $158.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Millennium Management ✦ | 495.11K | +54.6% | $158.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 325.52K | +0.3% | $103.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 183.47K | +3.7% | $58.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 118.07K | +37.4% | $37.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 26.69K | +75.2% | $8.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 21.34K | +6.7% | $6.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 7.70K | +20.7% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Gotham Asset Management ✦ | 6.59K | +51.2% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 718 | New | $229,128 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $229,128 | 0.0% |
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 · 978 sh · $214,609
Officer, Director, 10% owner · 220 sh · $47,522
Officer, Director, 10% owner · 1.31K sh · $289,635
Officer, Director, 10% owner · 226 sh · $49,973
Officer, Director, 10% owner · 1.18K sh · $256,581
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 · 1.94K sh · $417,009
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology