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. | AQR Capital Management Cliff Asness | 900,297 | $195,643,517 | +49% | 0.1% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 354,200 | $76,971,202 | +121% | 0.15% |
| 4. | Millennium Management Israel Englander | 343,833 | $74,718,349 | +16% | 0.03% |
| 5. | Renaissance Technologies Jim Simons | 323,770 | $70,358,459 | -30% | 0.11% |
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 |
|---|---|---|---|---|---|---|
| $162.69 | 513 | $83,460.02 | 8,184,212 | 2026-02-17 | Filing | |
| $161.27 | 181 | $29,190.41 | 8,184,725 | 2026-02-18 | Filing | |
| $159.95 | 1,077 | $172,264.64 | 8,184,906 | 2026-02-18 | Filing | |
| $159.11 | 4,201 | $668,430.77 | 8,185,983 | 2026-02-18 | Filing | |
| $157.97 | 1,278 | $201,885.40 | 8,190,184 | 2026-02-18 | 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. | 1,241,794 | $269,854,254 | 0.73% | |
| 5. | 1,136,213 | $246,910,447 | 0.04% |
News See All
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Morningstar, Inc. (MORN) Acquiring Center for Research in Security Prices for $375M
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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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