Is Morningstar, Inc. (MORN) A Good Stock To Buy Now?
Is MORN a good stock to buy? We came across a bullish thesis on Morningstar, Inc. on Countervail Capital’s Substack by Johann Colloredo-Mansfeld.
Morningstar Inc. (MORN)
Market is closed
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. | Two Sigma Advisors John Overdeck And David Siegel | 859,459 | $145,291,544 | +143% | 0.12% |
| 2. | BAMCO Inc. Ron Baron | 759,515 | $128,396,011 | -39% | 0.39% |
| 3. | Select Equity Group Robert Joseph Caruso | 637,723 | $107,807,073 | -59% | 0.55% |
| 4. | AQR Capital Management Cliff Asness | 623,629 | $105,206,293 | -31% | 0.05% |
| 5. | Renaissance Technologies Jim Simons | 448,870 | $75,881,474 | +39% | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $186.59 | 1,000 | $186,590.00 | 9,480 | 2026-03-04 | Filing | |
| $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 |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $179.00 | 700 | $125,300.00 | 13,904 | 2026-05-27 | Filing | |
| $179.52 | 227 | $40,750.90 | 8,043,492 | 2026-05-22 | Filing | |
| $178.39 | 293 | $52,267.45 | 8,043,719 | 2026-05-22 | Filing | |
| $177.08 | 578 | $102,354.26 | 8,044,012 | 2026-05-22 | Filing | |
| $176.30 | 741 | $130,640.23 | 8,044,590 | 2026-05-22 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,338,218 | $395,275,707 | 0.01% | |
| 2. | 1,730,549 | $292,549,533 | 0.02% | |
| 3. | 1,662,405 | $281,029,566 | 0.05% | |
| 4. | 1,051,820 | $177,810,171 | 0% | |
| 5. | 989,467 | $167,269,396 | 0% |
News See All
Morningstar, Inc. (MORN): A Bull Case Theory
We came across a bullish thesis on Morningstar, Inc. on r/ValueInvesting by No_Town_2496.
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.
13 Best Beaten Down Stocks to Invest in According to Analysts
US stock markets hit new highs in 2025 during the artificial intelligence boom.
Morningstar, Inc. (MORN): A Bull Case Theory
We came across a bullish thesis on Morningstar, Inc. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on MORN.
Morningstar (MORN) Fell Due to a Pullback in the Information Services Sector
Baron Funds, an investment management company, released its “Baron FinTech Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
10 Best 52-Week Low Mid Cap Stocks to Buy Now
On October 25, Adam Crisafulli from Vital Knowledge joined CNBC Television for an interview to discuss the major catalysts for the market in the coming week.
11 Oversold Financial Stocks to Buy According to Hedge Funds
On October 7, Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth, joined CNBC to talk about the market trends.
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.
Hedge Fund Resource Center