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MORN

MORNINGSTAR, INC.
FinancialsFinancial Exchanges & DataLatest close $1777 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
7
27 funds tracked
Ever held
9
Current + past
New this quarter
1
Exited this quarter
0

Marquee-fund ownership over time

May 15, 2018May 17, 2021Aug 14, 2024May 15, 2026
Now
7

This quarter's activity

New positions opened

Positions exited

None.

Current holders

Sorted by tenure (longest first)
FundEntry priceLatest closeReturn on entry
Renaissance Technologies$302$177-41%
Citadel Advisors re-entered$307$177-42%
AQR Capital Management$307$177-42%
Millennium Management$307$177-42%
Two Sigma Investments$322$177-45%
D.E. Shaw$322$177-45%
Point72 Asset Management$307$177-42%

“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.

Past holders

Funds that exited at some point
FundEntry → ExitReturn
Bridgewater Associates 3× in & out→ $186-21%
Maverick Capital→ $270+15%

Insider activity

Form 4 — officers, directors, 10%+ owners

Filed within two business days of each transaction by anyone with material insider status at Morningstar, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.

Filings · last 30d
18
Filings · last 90d
23
Total on file
717
Recent SEC buffer
Most recent
May 27, 2026

30d / 90d windows measured from May 27, 2026 — the most recent Form 4 on file — not from today.

Showing 15 of 717 recent Form 4 filings. Browse all on EDGAR ↗

Fundamentals

XBRL · MORNINGSTAR, INC.

Annual figures sourced directly from MORNINGSTAR, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.

Revenue
$2.45B
FY2025+7% YoY
Net income
$183M
FY2018+34% YoY
EPS (diluted)
$8.87
FY2025+3% YoY
Free cash flow(?)
$442.6M
FY2025-1% YoY

Recent SEC filings

10-K · 10-Q · 8-K · 13D/G · proxy

The most recent material filings for Morningstar, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.

Trade history

Every open→close lifecycle across tracked funds
FundOpen dateClose dateOpen priceClose price / currentReturn
Citadel AdvisorsQ2 2026open$170$177+4%
Point72 Asset ManagementQ2 2025open$307$177-42%
Two Sigma InvestmentsQ1 2025open$322$177-45%
D.E. ShawQ1 2025open$322$177-45%
Citadel AdvisorsQ3 2024Q1 2026$307$158-49%
AQR Capital ManagementQ3 2024open$307$177-42%
Millennium ManagementQ3 2024open$307$177-42%
Renaissance TechnologiesQ3 2024open$302$177-41%
Bridgewater AssociatesQ2 2022Q2 2023$236$186-21%
Maverick CapitalQ2 2021Q1 2022$235$270+15%
Bridgewater AssociatesQ4 2019Q1 2020$150$151+1%
Bridgewater AssociatesQ2 2018Q2 2019$107$127+19%
Caveats
  • Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
  • Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
  • “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
  • Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
  • Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.