Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORNINGSTAR INC (MORN)

446 + Investors. Track Smart Money conviction in MORN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — MORN

Based on 441 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MORN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
441 hedge funds hold MORN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

233 buying238 selling
Last quarter: 238 funds reduced or exited vs 233 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new MORN position: 63 → 67 → 52 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 16% medium ■ 24% new
263 out of 441 hedge funds have held MORN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~90 new funds/quarter

67 → 63 → 67 → 52 → 90 new funds/Q
New funds entering each quarter: 63 → 67 → 52 → 90. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 9% 1-2yr ■ 27% new
Of 446 current holders: 288 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
43 of 441 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MORN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MORN

How many hedge funds hold MORN — quarterly history vs. share price
Quarterly hedge fund ownership of MORN vs. share price

Market Analysis: MORN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MORN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

59 top-rated funds 0 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: MORN
2026 Q1 Stats Unlock in 19 days 446 + Investors

Track Smart Money conviction in MORN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 446 423 5.44%
13F Shares 24M 25M -1.74%
Total Value $5.24B $5.81B -9.8%
New Positions 90 53 +37
Increased Positions 150 163 -13
Closed Positions 67 79 -12
Reduced Positions 180 166 +14
Total Calls 3 4 -25.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: MORN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

446 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MORN. Verified SEC 13F-HR filings.

Top 25 institutional holders of MORN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BARLOW WEALTH PARTNERS, LLC 1.18% 57,720 $10.6M
2 Berkeley, Inc 0.88% 15,566 $2.6M
3 LECAP ASSET MANAGEMENT LTD 0.61% 9,626 $1.6M
4 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.47% 177,568 $30.0M
5 Fluent Financial, LLC 0.37% 5,744 $1.0M
6 Chicago Capital, LLC 0.34% 74,162 $12.5M
7 Cardinal Capital Management 0.30% 13,777 $2.3M
8 BRIGHT ROCK CAPITAL MANAGEMENT, LLC 0.25% 7,500 $1.3M
9 R Squared Ltd 0.24% 2,551 $431K
10 Oak Thistle LLC 0.22% 13,366 $2.3M
11 Spectrum Asset Management, Inc. (NB/CA) 0.10% 1,824 $308K
12 CONGRESS ASSET MANAGEMENT CO 0.09% 77,405 $13.1M
13 AdvisorShares Investments LLC 0.08% 2,720 $460K
14 Linden Thomas Advisory Services, LLC 0.08% 5,093 $861K
15 River Road Asset Management, LLC 0.08% 42,084 $7.1M
16 HARBOR CAPITAL ADVISORS, INC. 0.06% 4,299 —
17 Brooklyn Investment Group 0.05% 8,732 $1.5M
18 Abel Hall, LLC 0.04% 1,233 $208K
19 PERSONAL CFO SOLUTIONS, LLC 0.04% 1,840 $311K
20 EXENCIAL WEALTH ADVISORS, LLC 0.04% 6,736 $1.1M
21 Aaron Wealth Advisors LLC 0.03% 3,323 $562K
22 State of Alaska, Department of Revenue 0.03% 16,873 $3K
23 Y-Intercept (Hong Kong) Ltd 0.03% 9,583 $1.6M
24 YHB Investment Advisors, Inc. 0.03% 2,505 $423K
25 AlphaQuest LLC 0.03% 2,458 $534K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MORNINGSTAR INC (MORN)

What does the Smart Money Trend signal show for MORN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MORN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MORN?

More sellers than buyers — 49% buying: Last quarter: 238 funds reduced or exited vs 233 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MORN holders?

Elite ownership — 48% AUM from top-100 funds: 43 of 441 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in MORN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MORN?

60% of holders stayed for 2+ years: 263 out of 441 hedge funds have held MORN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.