Morningstar, Inc. (MORN): A Bull Case Theory
We came across a bullish thesis on Morningstar, Inc. (MORN) on Flyover Stocks’ Substack. In this article, we will summarize the bulls’ thesis on MORN. Morningstar, Inc.
Morningstar Inc. (MORN)
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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 | 1,172,567 | $351,617,666 | -15% | 1.52% |
| 2. | Millennium Management Israel Englander | 540,795 | $162,168,197 | +88% | 0.09% |
| 3. | Renaissance Technologies Jim Simons | 235,270 | $70,550,415 | +25% | 0.11% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 162,936 | $48,859,618 | +40% | 0.04% |
| 5. | Royce & Associates Chuck Royce | 137,533 | $41,242,021 | -20% | 0.45% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $234.68 | 5 | Director | 6,039 | 2021-02-01 | Filing | |
| $151.39 | 5 | Director | 5,876 | 2020-05-01 | Filing | |
| $159.56 | 5 | Director | 5,871 | 2020-02-03 | Filing | |
| $162.15 | 5 | Director | 5,866 | 2019-11-01 | Filing | |
| $152.69 | 5 | Director | 5,861 | 2019-08-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $308.71 | 10 | Large Shareholder, Officer, Director | 9,427,836 | 2025-05-27 | Filing | |
| $307.97 | 114 | Large Shareholder, Officer, Director | 9,427,846 | 2025-05-27 | Filing | |
| $306.96 | 564 | Large Shareholder, Officer, Director | 9,427,960 | 2025-05-27 | Filing | |
| $306.14 | 356 | Large Shareholder, Officer, Director | 9,428,524 | 2025-05-27 | Filing | |
| $305.06 | 202 | Large Shareholder, Officer, Director | 9,428,880 | 2025-05-27 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,704,022 | $810,855,011 | 0.02% | |
| 2. | 2,660,458 | $797,791,540 | 0.01% | |
| 3. | 2,101,105 | $630,058,938 | 0.05% | |
| 4. | 1,299,508 | $389,683,464 | 1.14% | |
| 5. | 1,079,805 | $323,801,125 | 0.06% |
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