Which hedge funds own MORN? MORNINGSTAR INC, Q2 2026 13F holders
39 tracked hedge funds disclosed a position in MORN (MORNINGSTAR INC) in their Q2 2026 13F filings, worth $578.4m in total. The largest holder by portfolio weight is Crawford Fund Management, LLC at 5.2% of its book. 10 opened a new position this quarter: Bayforest Capital Ltd, Candriam S.C.A., Machina Capital S.A.S., Quinn Opportunity Partners LLC. 21 exited: Incline Global Management LLC, Lecap Asset Management Ltd, Select Equity Group, L.P..
- 39
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 10
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 21
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $21.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $167m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $578m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Incline Global Management LLC | 5.9% | $14.9m |
| Lecap Asset Management Ltd | 0.6% | $1.6m |
| Select Equity Group, L.P. | 0.6% | $108m |
| Twinbeech Capital LP | 0.1% | $1.2m |
| EntryPoint Capital, LLC | 0.1% | $404k |
| iSAM Funds (UK) Ltd | 0.1% | $237k |
| CenterBook Partners LP | 0.05% | $884k |
| Gsa Capital Partners LLP | 0.04% | $605k |
| Trexquant Investment LP | 0.04% | $4.9m |
| Qube Research & Technologies Ltd | 0.03% | $23.6m |
| Mirabella Financial Services LLP | 0.03% | $287k |
| Walleye Capital LLC | 0.02% | $3.4m |
| Prelude Capital Management, LLC | 0.02% | $234k |
| Campbell & CO Investment Adviser LLC | 0.02% | $306k |
| Centiva Capital, LP | 0.01% | $275k |
| Entropy Technologies, LP | 0.01% | $265k |
| Holocene Advisors, LP | 0.01% | $4.4m |
| Boothbay Fund Management, LLC | 0.01% | $435k |
| Magnetar Financial LLC | 0.01% | $781k |
| Armistice Capital, LLC | 0.01% | $224k |
| ExodusPoint Capital Management, LP | 0.0% | $358k |
Ownership over time
Who discovered MORN first? Beta
| Northern Right Capital Management, L.P. high conviction | Q3 2020 | +4.5 pts |
| Select Equity Group, L.P. | Q1 2021 | +0.5 pts |
| Sone Capital Management, LLC | Q1 2025 | −0.1 pts |
| SW Investment Management LLC | Q4 2024 | −0.2 pts |
| Incline Global Management LLC high conviction | Q3 2025 | −0.4 pts |
| Sea Cliff Partners Management, LP | Q2 2025 | −0.7 pts |
| Crawford Fund Management, LLC high conviction | Q1 2026 | −0.7 pts |
| Engle Capital Management, L.P. | Q4 2021 | −1.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.