Who owns MORN (MORN)
Which tracked institutional funds hold MORN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MORN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
78 tracked funds added or opened MORN while 167 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MORN’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MORN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MORN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 441 tracked filers holding MORN, 235 increased or opened the position and 269 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MORN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$178M
- VANGUARD CAPITAL MANAGEMENT LLC$167M
- VANGUARD FIDUCIARY TRUST CO$24M
- KENSICO CAPITAL MANAGEMENT CORP$23M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$15M
- River Road Asset Management, LLC$7M
Full exits 26
- VANGUARD GROUP INC$509M
- TWO SIGMA ADVISERS, LP$77M
- WASATCH ADVISORS LP$73M
- Premier Fund Managers Ltd$12M
- Sone Capital Management, LLC$9M
- Verition Fund Management LLC$8M
Largest adds
- LOS ANGELES CAPITAL MANAGEMENT LLC$109M
- TWO SIGMA INVESTMENTS, LP$62M
- NORGES BANK$37M
- WELLINGTON MANAGEMENT GROUP LLP$34M
- BNP PARIBAS ASSET MANAGEMENT Holding S.A.$26M
- AMERIPRISE FINANCIAL INC$22M
Largest trims
- BlackRock, Inc.$282M
- Select Equity Group, L.P.$223M
- MORGAN STANLEY$143M
- BAMCO INC /NY/$141M
- AQR CAPITAL MANAGEMENT LLC$91M
- UBS Group AG$52M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,730,549 | $293M | 6.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,662,405 | $281M | 6.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,371,732 | $232M | 5.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,051,820 | $178M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 989,467 | $167M | 3.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 859,459 | $145M | 3.3% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 759,515 | $128M | 2.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 735,574 | $124M | 2.8% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 645,384 | $109M | 2.5% | 2026-Q1 |
| Select Equity Group, L.P. trimmed | 637,723 | $108M | 2.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 622,623 | $105M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 599,222 | $101M | 2.3% | 2026-Q1 |
| NORGES BANK added | 331,673 | $99M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 517,769 | $88M | 2.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 448,870 | $76M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 430,056 | $71M | 1.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 394,931 | $67M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 333,861 | $56M | 1.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 323,006 | $55M | 1.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 260,750 | $44M | 1.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 254,739 | $43M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 213,823 | $36M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 210,402 | $36M | 0.8% | 2026-Q1 |
| SEI INVESTMENTS CO added | 189,302 | $32M | 0.7% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 186,946 | $32M | 0.7% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 186,048 | $31M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 183,575 | $31M | 0.7% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 177,872 | $30M | 0.7% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 177,568 | $30M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 175,942 | $30M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 175,006 | $30M | 0.7% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 174,275 | $29M | 0.7% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 170,909 | $29M | 0.6% | 2026-Q1 |
| Gotham Asset Management, LLC added | 169,630 | $29M | 0.6% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 163,479 | $28M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 156,711 | $26M | 0.6% | 2026-Q1 |
| M&G PLC trimmed | 149,783 | $25M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 142,845 | $24M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 139,894 | $24M | 0.5% | 2026-Q1 |
| Copeland Capital Management, LLC added | 135,215 | $23M | 0.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 134,871 | $23M | 0.5% | 2026-Q1 |
| KENSICO CAPITAL MANAGEMENT CORP new | 135,000 | $23M | 0.5% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 108,340 | $18M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 106,787 | $18M | 0.4% | 2026-Q1 |
| DF DENT & CO INC trimmed | 102,371 | $17M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 91,290 | $15M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 89,885 | $15M | 0.3% | 2026-Q1 |
| Crawford Fund Management, LLC added | 89,200 | $15M | 0.3% | 2026-Q1 |
| Incline Global Management LLC added | 88,354 | $15M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 84,286 | $14M | 0.3% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 77,405 | $13M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 77,073 | $13M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 77,054 | $13M | 0.3% | 2026-Q1 |
| Chicago Capital, LLC added | 74,162 | $13M | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 73,169 | $12M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 65,498 | $12M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 69,942 | $12M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 69,226 | $12M | 0.3% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 67,205 | $11M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 63,101 | $11M | 0.2% | 2026-Q1 |
| BARLOW WEALTH PARTNERS, LLC added | 57,720 | $11M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 62,693 | $11M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 60,776 | $10M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 57,363 | $10M | 0.2% | 2026-Q1 |
| MEEDER ASSET MANAGEMENT INC trimmed | 55,614 | $9M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 52,100 | $9M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 48,981 | $8M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC | 48,957 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 48,800 | $8M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 46,937 | $8M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 45,628 | $8M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 43,508 | $7M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 42,179 | $7M | 0.2% | 2026-Q1 |
| River Road Asset Management, LLC new | 42,084 | $7M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 40,000 | $7M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 30,966 | $7M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 36,642 | $6M | 0.1% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 35,752 | $6M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,340,320 | $509M | 11.4% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 354,200 | $77M | 1.7% | 2025-Q4 stale |
| WASATCH ADVISORS LP trimmed | 336,065 | $73M | 1.6% | 2025-Q4 stale |
| Assenagon Asset Management S.A. added | 105,430 | $33M | 0.7% | 2025-Q2 stale |
| Praesidium Investment Management Company, LLC added | 101,472 | $30M | 0.7% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 90,762 | $21M | 0.5% | 2025-Q3 stale |
| TORONTO DOMINION BANK added | 50,640 | $16M | 0.4% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 41,333 | $12M | 0.3% | 2025-Q1 stale |
| Premier Fund Managers Ltd trimmed | 56,272 | $12M | 0.3% | 2025-Q4 stale |
| PARNASSUS INVESTMENTS, LLC trimmed | 42,488 | $10M | 0.2% | 2025-Q3 stale |
| Sone Capital Management, LLC added | 43,658 | $9M | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 30,134 | $9M | 0.2% | 2025-Q1 stale |
| Tribune Investment Group LP trimmed | 28,000 | $9M | 0.2% | 2025-Q2 stale |
| Verition Fund Management LLC added | 37,343 | $8M | 0.2% | 2025-Q4 stale |
| Squarepoint Ops LLC trimmed | 34,267 | $7M | 0.2% | 2025-Q4 stale |
| COOPER INVESTORS PTY LTD added | 31,887 | $7M | 0.2% | 2025-Q4 stale |
| WINTON GROUP Ltd added | 30,067 | $7M | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. added | 20,225 | $6M | 0.1% | 2025-Q2 stale |
| Motley Fool Wealth Management, LLC trimmed | 19,701 | $6M | 0.1% | 2025-Q2 stale |
| Touchstone Capital, Inc. new | 26,228 | $6M | 0.1% | 2025-Q3 stale |
| Sea Cliff Partners Management, LP added | 26,000 | $6M | 0.1% | 2025-Q3 stale |
| SW Investment Management LLC | 20,000 | $6M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.