Institutional Ownership
Morningstar Inc
CUSIP 617700109COMMORNQ1 2026
Institutional Holders
431
13F filers
Shares Held
21.33M
Aggregate institutional
Institutional Value
$3.54B
Q1 2026
Net New Holders
-31
60 new · 91 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions60
Increased164
Decreased169
Sold out91
Institutional Holders
431 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 2.34M | $395.28M | −25.0K | Reduced |
| 2 | Morgan Stanley | 1.73M | $292.55M | −275.8K | Reduced |
| 3 | Wellington Management Group LLP | 1.66M | $281.03M | +526.2K | Added |
| 4 | Two Sigma Investments, LP | 859.5K | $145.29M | +477.0K | Added |
| 5 | Bamco Inc /Ny/ | 759.5K | $128.40M | −482.3K | Reduced |
| 6 | State Street Corp | 735.6K | $124.35M | −11.3K | Reduced |
| 7 | Los Angeles Capital Management LLC | 645.4K | $109.10M | +645.3K | Added |
| 8 | Select Equity Group, L.P. | 637.7K | $107.81M | −884.8K | Reduced |
| 9 | Aqr Capital Management LLC | 623.6K | $105.21M | −276.7K | Reduced |
| 10 | Geode Capital Management, LLC | 599.2K | $101.32M | +2.2K | Added |
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