MORN

MORNINGSTAR INC

Data as of 2026 Q2 (06-30) · 13F snapshot

Summary

MORNINGSTAR INC (MORN) is held as common stock by 7 tracked hedge-fund managers, with a combined reported value of ~$106.83M; the largest are Renaissance Technologies, Izzy Englander, Joel Greenblatt. 1 tracked manager also disclosed PUT or CALL positions, reported separately below. This quarter: 1 new, 2 added, 4 trimmed. 18 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.

Attention · MediumThis quarter · Mixed

Common-stock holders71 also report options

Congress trades18

Price$186.35vs quarter-end+19.44%

Sectors0

This quarter's moves

New1

Added2

Trimmed / sold4

Top holder

Renaissance Technologies

Common-stock positions

PUT and CALL disclosures are excluded from these holder counts and values.

Investor	Period	Value	Shares	% of portfolio	Action

PUT / CALL disclosures

Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.

Ken GriffinPUT—

Value $2.01M— of portfolio12,9002026 Q2

Ken GriffinCALL—

Value $1.72M— of portfolio11,0002026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Ken GriffinPUT	2026 Q2	$2.01M	12,900	—	—
Ken GriffinCALL	2026 Q2	$1.72M	11,000	—	—

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.