MORN

Morningstar, Inc.

Investment Advice · SIC 6282CIK 1289419Held by 6 tracked managersEDGAR filings ↗10-K/10-Q ↗

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6 managers · Q2 2026 13F

13F bookWeight

Kensico Capital Management

Kensico Capital ManagementPosition history →

0.76%

+110.4%

$44.3M

$5.83B13F book · 2026-06-30

Royce & Associates

Royce & AssociatesPosition history →

0.18%

(16.8%)

$22.6M

$12.42B13F book · 2026-06-30

RV Capital

Robert VinallPosition history →

0.15%

—

$0.6M

$0.38B13F book · 2026-06-30

Motley Fool Asset Management

Motley Fool Asset ManagementPosition history →

0.06%

(3.9%)

$1.5M

$2.59B13F book · 2026-06-30

Renaissance Technologies

Renaissance TechnologiesPosition history →

0.05%

(46.8%)

$37.3M

$72.62B13F book · 2026-06-30

Bridgewater Associates

Bridgewater AssociatesPosition history →

<0.01%

NEW

$0.7M

$24.38B13F book · 2026-06-30

Weight = position value ÷ the manager's total 13F long-equity value in the same filing — one definition for every row. “1st obs.” marks a position with no earlier stored 13F to compare against — it is not shown as a purchase.