Who owns Morningstar, Inc. (MOR)? Elite investor 13F holders
6 tracked elite investors reported holding Morningstar, Inc as of 2026-06-30, including Renaissance Technologies LLC, Gotham Asset Management, Tudor Investment, D.E. Shaw, Bridgewater Associates. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
6 tracked investors currently reported holding · Latest report period: 2026-06-30 · Financials · Financial Services
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged…
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Renaissance Technologies LLC | MORNINGSTAR INC | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 37252895.00 USD | 238770.000000 | Shares | reduce | Original filing |
| Gotham Asset Management | MORNINGSTAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 22201490.00 USD | 142299.000000 | Shares | reduce | Original filing |
| Tudor Investment | MORNINGSTAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 11872342.00 USD | 76095.000000 | Shares | add | Original filing |
| D.E. Shaw | MORNINGSTAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 872776.00 USD | 5594.000000 | Shares | reduce | Original filing |
| Bridgewater Associates | MORNINGSTAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 662929.00 USD | 4249.000000 | Shares | buy | Original filing |
| RV Capital GmbH | MORNINGSTAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 577274.00 USD | 3700.000000 | Shares | hold | Original filing |
| Ancora Advisors / Ancora Holdings | MORNINGSTAR INC | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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