Morningstar Inc. (MORN) Expands Private Market Insights Through PitchBook, Analyst Highlights AI Positioning
Morningstar Inc. (NASDAQ:MORN) is one of the best beaten down stocks to invest in according to analysts. On December 18, Morningstar Inc.
Morningstar Inc. (MORN)
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Sector: Investment Advice
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 1,522,492 | $330,852,737 | -28% | 1.43% |
| 2. | BAMCO Inc. Ron Baron | 1,241,794 | $269,854,254 | -13% | 0.73% |
| 3. | AQR Capital Management Cliff Asness | 900,297 | $195,643,517 | +49% | 0.1% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 354,200 | $76,971,202 | +121% | 0.15% |
| 5. | Millennium Management Israel Englander | 343,833 | $74,718,349 | +16% | 0.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $234.68 | 5 | $1,152.30 | 6,039 | 2021-02-01 | Filing | |
| $151.39 | 5 | $803.00 | 5,876 | 2020-05-01 | Filing | |
| $159.56 | 5 | $801.04 | 5,871 | 2020-02-03 | Filing | |
| $162.15 | 5 | $746.77 | 5,866 | 2019-11-01 | Filing | |
| $152.69 | 5 | $745.41 | 5,861 | 2019-08-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $183.41 | 38 | $6,969.48 | 8,141,354 | 2026-02-27 | Filing | |
| $182.92 | 200 | $36,584.58 | 8,141,392 | 2026-02-27 | Filing | |
| $181.55 | 7,012 | $1,273,048.93 | 8,141,592 | 2026-02-27 | Filing | |
| $182.69 | 288 | $52,615.04 | 8,148,604 | 2026-02-26 | Filing | |
| $181.81 | 160 | $29,088.90 | 8,148,892 | 2026-02-26 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,374,364 | $515,973,040 | 0.01% | |
| 2. | 2,363,201 | $513,547,210 | 0.01% | |
| 3. | 2,006,325 | $435,994,970 | 0.03% | |
| 4. | 1,136,213 | $246,910,447 | 0.04% | |
| 5. | 746,907 | $162,310,360 | 0.01% |
News See All
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Morningstar, Inc. (MORN) Acquiring Center for Research in Security Prices for $375M
Morningstar Inc. (NASDAQ:MORN) is one of the best buy-the-dip stocks to buy, according to analysts.
11 Best Buy-the-Dip Stocks to Buy According to Analysts
As turbulence hit the market in April, following the Trump administration's announcement of sweeping tariffs, retail investors rushed to buy the dip.
Morningstar Launches New Benchmark and Expands with CRSP Acquisition
On July 30, 2025, Morningstar, Inc. (NASDAQ:MORN) reported its Q2 2025 financial results, highlighting a revenue increase of 5.8% year-over-year to $605.1 million.
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