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MORN

Morningstar, Inc. · XNAS

Now
3 holders · 0 updated for Q3 · 3 on earlier filings (Q3 due Nov 14)
Holders
3 now · 0 on Q3 2026
Median weight
0.76%
Sector
Financials
Type
equity · US

Moves

No moves yet in Q3 · 0 of its 3 holders have filed · due Nov 14

Streakslongest holders · 54 quarters on record

  1. Baron Ron Baron, CEO 0.8%53 quarters
  2. Kensico John Whalen, CIO 0.8%2 quarters
  3. RV Capital Robert Vinall, portfolio manager 0.1%2 quarters

The record for MORN begins Q2 2013: 54 quarters.

Over timeNow 3 holders · 53 complete quarters, Q2 2013 to Q2 2026

Managers holding3 Q2 2026

Largest weight0.8% Q2 2026

Holders3 now · 0 on Q3 2026

BaronQ2 2026Q3 due Nov 14Ron Baron, CEO0.82%3,499,146$546Madded×4.6+0.43 pp53 q
KensicoQ2 2026Q3 due Nov 14John Whalen, CIO0.76%284,100$44Madded×2.1+0.29 pp2 q
RV CapitalQ2 2026Q3 due Nov 14Robert Vinall, portfolio manager0.15%3,700$577,274held—2 q