MORN · Financial Services
Morningstar Inc
28/100
Smart-money confidence1 of 3 sources positive
Weak — few signals
No standout activity across the feeds we track.
Hedge funds
37
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$7.4B
Industry
Financial Data & Stock Exchanges
Sector
Financial Services
Exchange
NasdaqGS
About MORNINGSTAR INC
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and…
Who's behind the signal
Every informed buyer we can see on MORN, across all three feeds.
Hedge funds · 7
Citadel Advisors
New position
Gotham Asset Mgmt (Greenblatt)
Increased +69%
Point72 (Steve Cohen)
Increased +17%
Tudor Investment (Paul Tudor Jones)
Increased +749%
AQR Capital Management
Decreased −31%
Millennium Management (Englander)
Decreased −6%
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trades · 1 on record
Disclosures from 2020-05-08 to 2020-05-08
The newest disclosure we hold for this stock is 2020-05-08.
That is the end of our data, not necessarily the end of the trading — our
bulk STOCK Act archive stops there and newer filings arrive through a
separate live feed. Treat the absence of recent rows as “not covered”,
not as “no trades”.
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2020-05-08 | Nancy Pelosi · D-CA | House | Sold | $100,001 - $250,000 |
Not a model pick — but on our radar.
MORNINGSTAR INC isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
1
New positions
3
Increasing
3
Decreasing
0
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.0×
% of portfolio
0.0%
Position change
NEW
0.0% of Citadel Advisors's portfolio
Trust weight: 1.1×
% of portfolio
0.1%
Position change
+69%
0.1% of Gotham Asset Mgmt's portfolio
Trust weight: 1.1×
% of portfolio
0.1%
Position change
+17%
0.1% of Point72's portfolio
Trust weight: 1.2×
% of portfolio
0.0%
Position change
+749%
0.0% of Tudor Investment's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−31%
0.1% of AQR Capital Management's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−6%
0.0% of Millennium Management's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−11%
0.0% of D.E. Shaw & Co's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to MORNINGSTAR INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell MORNINGSTAR INC or any security.
订阅每周更新
我们每周会把巴菲特、达利欧、阿克曼以及另外 47 位传奇投资人正在买入的股票发送给你 — 免费，直接来自他们的 SEC 申报文件。
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