MORN MORNINGSTAR INC
FollowStock (common), issuer CIK 1289419
Filings received so far for Q3 2026: 15 13F filers report a position in MORN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 149,383 | $28.4M | 0.48% | -16,874 | 13F-HRTimeline |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 7,500 | $1.43M | 0.27% | 0 | 13F-HRTimeline |
| YHB Investment Advisors, Inc. | 2,090 | $397K | 0.03% | -280 | 13F-HRTimeline |
| Versant Capital Management, Inc | 726 | $138K | 0.01% | -244 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 652 | $124K | <0.01% | +198 | 13F-HRTimeline |
| GAMMA Investing LLC | 365 | $69.4K | <0.01% | -55 | 13F-HRTimeline |
| Grove Bank & Trust | 158 | $30K | <0.01% | 0 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 119 | $22.6K | <0.01% | -22 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 109 | $20.7K | 0.01% | -19 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 72 | $13.7K | <0.01% | +62 | 13F-HRTimeline |
| EASTERN BANK | 67 | $12.7K | <0.01% | new | 13F-HRTimeline |
| AMERICAN NATIONAL BANK & TRUST | 51 | $9.69K | <0.01% | -119 | 13F-HRTimeline |
| MJT & Associates Financial Advisory Gro… | 18 | $3.42K | <0.01% | -16 | 13F-HRTimeline |
| Planning Strategies Inc. | 8 | $1.52K | <0.01% | -4 | 13F-HRTimeline |
| GK Wealth Management LLC | 1 | $258 | <0.01% | new | 13F-HRTimeline |