# MORNINGSTAR INC (MORN) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 617700109
Page URL: https://superinvestorclub.com/stock/MORN
Last updated: 2026-08-29T13:48:51.402Z

## Summary

As of the most recent 13F filing period, MORNINGSTAR INC (MORN) is held by 2 tracked superinvestors with an aggregate position value of $1.2M representing 042493700 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 4249 | $662,929 | 0.00% | 2026-06-30 |
| 2 | [Robert Vinall](https://superinvestorclub.com/manager/3221) | RV Capital GmbH | 3700 | $577,274 | 0.15% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2025-03-31: 1 holders, $1.1M aggregate, 03534 shares
- 2026-03-31: 1 holders, $653,790 aggregate, 03700 shares
- 2026-06-30: 2 holders, $1.2M aggregate, 042493700 shares

## Recent congressional trades (12)

- 2026-05-06: April McClain Delaney (Democrat-MD) sale $1,001 - $15,000
- 2026-05-04: April McClain Delaney (Democrat-MD) sale $1,001 - $15,000
- 2026-04-17: April McClain Delaney (Democrat-MD) sale $1,001 - $15,000
- 2026-04-16: April McClain Delaney (Democrat-MD) sale $1,001 - $15,000
- 2026-02-25: April McClain Delaney (Democrat-MD) sale $1,001 - $15,000
- 2026-02-19: April McClain Delaney (Democrat-MD) sale $1,001 - $15,000
- 2026-02-06: April McClain Delaney (Democrat-MD) sale $1,001 - $15,000
- 2026-01-15: April McClain Delaney (Democrat-MD) sale $1,001 - $15,000
- 2026-01-15: April McClain Delaney (Democrat-MD) sale $1,001 - $15,000
- 2025-08-04: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-08-02: April McClain Delaney (Democrat-MD) purchase $15,001 - $50,000
- 2025-07-22: Lisa McClain (Republican-MI) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "MORNINGSTAR INC (MORN) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/MORN), aggregating SEC 13F, Form 4, and congressional disclosures."