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MORN

Morningstar, Inc. · XNAS

Season
Q2 2026 · as of Jun 30
Holders
3 of 97 filed · prev 3
Median weight
0.76%
Sector
Financials
Type
equity · US

Moves2 this quarter

Streakslongest holders · 53 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: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding3 Q2 2026

Largest weight0.8% Q2 2026

Holders3 of 97 filed

BaronRon Baron, CEO0.82%3,499,146$546Madded×4.6+0.43 pp53+ q
KensicoJohn Whalen, CIO0.76%284,100$44Madded×2.1+0.29 pp2 q
RV CapitalRobert Vinall, portfolio manager0.15%3,700$577,274held—2 q