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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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 | 1,113,301 | $349,498,583 | -6% | 1.46% |
| 2. | Millennium Management Israel Englander | 811,158 | $254,646,831 | +50% | 0.12% |
| 3. | AQR Capital Management Cliff Asness | 293,969 | $92,285,845 | +692% | 0.08% |
| 4. | Renaissance Technologies Jim Simons | 265,170 | $83,244,818 | +13% | 0.11% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 193,612 | $60,780,615 | +19% | 0.04% |
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 |
|---|---|---|---|---|---|---|
| $260.28 | 3,944 | $1,026,549.84 | 9,361,981 | 2025-08-14 | Filing | |
| $260.82 | 84 | $21,909.25 | 9,365,925 | 2025-08-13 | Filing | |
| $259.77 | 188 | $48,836.70 | 9,366,009 | 2025-08-13 | Filing | |
| $258.61 | 596 | $154,130.37 | 9,366,197 | 2025-08-13 | Filing | |
| $257.78 | 6,382 | $1,645,152.60 | 9,366,793 | 2025-08-13 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,633,801 | $826,829,149 | 0.01% | |
| 2. | 2,519,517 | $790,951,887 | 0.02% | |
| 3. | 2,072,978 | $650,770,932 | 0.04% | |
| 4. | 1,295,326 | $406,641,691 | 1.1% | |
| 5. | 912,053 | $286,320,861 | 0.02% |
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