§ FINANCIAL SERVICES
USD · Financial ServicesMORN
MORNINGSTAR INC
USDSector · Financial ServicesBeta · 1.07
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
206 increased/new, 169 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 18.3 | P/B | 7.31 |
| EPS (TTM) | 8.89 | Dividend | 1.28% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 2.3M | 0.0% | −1% |
| Morgan Stanley | 1.7M | 0.0% | n/a |
| WELLINGTON MANAGEMENT GROUP LLP | 1.7M | 0.1% | +46% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.1M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 989K | n/a | n/a |
| TWO SIGMA INVESTMENTS, LP | 859K | 0.1% | +125% |
◇ AC INTELLIGENCE
Top institutional owners for MORN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER37.1% · 0 holders
OTHER31.7% · 323 holders
DEALER / BANK10.0% · 38 holders
PASSIVE / INDEX9.0% · 10 holders
QUALITY / COMPOUNDER6.8% · 28 holders
SYSTEMATIC / QUANT3.3% · 10 holders
INCOME / DEFENSIVE1.0% · 29 holders
TACTICAL / MACRO1.0% · 3 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MORN in the last 180 days.