Morningstar, Inc. (MORN) · Fund holders
Which of the 64 well-known fund managers followed here own Morningstar, from the 13F each files after a quarter's end, and what each did in its latest quarter.
Held by
3
of 64 funds
Their stake
$27.97M
together
Bought
1
1 new, 0 added
Sold
2
0 sold out
The funds
| Fund | Share of its portfolio | Shares | Value | Latest quarter |
|---|---|---|---|---|
| Gotham Asset Management (Joel Greenblatt)2026-06-30 | 0.05% | 142,299 | $22.20M | Reduced 16% |
| Point72 Asset Management (Steve Cohen)2026-06-30 | 0.01% | 32,754 | $5.11M | Reduced 81% |
| Bridgewater Associates2026-06-30 | 0.00% | 4,249 | $662,929 | New |
A 13F shows a quarter's end and is filed up to 45 days later, so this is not what the funds hold today. All funds ›