MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| 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 | The Vanguard Group ✦ (passive) | 2.63M | — | $826.83M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 2.63M | — | $826.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 2.63M | — | $826.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 2.63M | — | $826.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 2.63M | — | $826.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 2.52M | — | $790.95M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Millennium Management ✦ | 811.16K | +50.0% | $254.65M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 784.17K | -7.7% | $246.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wellington Management ✦ | 780.84K | -27.7% | $245.13M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Wellington Management ✦ | 780.84K | -27.7% | $245.13M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Wellington Management ✦ | 780.84K | -27.7% | $245.13M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passive) | 626.94K | +1.9% | $196.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 626.94K | +1.9% | $196.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Norges Bank ✦ (passive) | 296.96K | -10.5% | $93.22M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 293.97K | +691.0% | $92.29M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 293.97K | +691.0% | $92.29M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 293.97K | +691.0% | $92.29M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 293.97K | +691.0% | $92.29M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 293.97K | +691.0% | $92.29M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 293.97K | +691.0% | $92.29M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 273.75K | — | $85.94M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 273.75K | — | $85.94M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 273.75K | — | $85.94M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 273.75K | — | $85.94M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 273.75K | — | $85.94M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Renaissance Technologies ✦ | 265.17K | +12.7% | $83.24M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 42 | Arrowstreet Capital ✦ | 193.61K | +18.8% | $60.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Two Sigma Investments ✦ | 160.67K | +42.0% | $50.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Point72 Asset Management ✦ | 123.20K | +103.1% | $38.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 47.55K | -55.9% | $14.93M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 47.55K | -55.9% | $14.93M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 45.05K | -5.1% | $14.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 45.05K | -5.1% | $14.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 22.91K | -42.8% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Fisher Asset Management ✦ | 16.14K | -8.0% | $5.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | Gotham Asset Management ✦ | 9.39K | +128.8% | $2.95M | 0.0% | ▲ Add | 5 | 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