Morningstar, Inc.
MORN- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001289419
13F holders, Q2 2026
Positions as of Jun 30, 2026.
Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 420
- −27 vs. Q1 2026
- Shares held
- 24.28M
- +697.58K (+3.0%) vs. Q1 2026
- Total value
- $3.79B
- −$198.88M (−5.0%) vs. Q1 2026
Compare with Q1 2026: new holders and sold out
Holders over time
318 in Q3 2021 → 420 in Q2 2026
Institutions
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | 3,499,146 | $545.94M | 0.82% | +2,739,631+360.7% | Added |
| BlackRock, Inc. | 2,081,736 | $324.79M | 0.00% | −256,482−11.0% | Reduced |
| WELLINGTON MANAGEMENT GROUP LLP | 1,493,037 | $232.94M | 0.04% | −169,368−10.2% | Reduced |
| MORGAN STANLEY | 1,484,135 | $231.56M | 0.01% | −246,414−14.2% | Reduced |
| AQR CAPITAL MANAGEMENT LLC | 1,304,388 | $203.51M | 0.07% | +680,759+109.2% | Added |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 950,075 | $148.23M | 0.01% | −101,745−9.7% | Reduced |
| VANGUARD CAPITAL MANAGEMENT LLC | 894,406 | $139.55M | 0.00% | −95,061−9.6% | Reduced |
| STATE STREET CORP | 716,473 | $111.78M | 0.00% | −19,101−2.6% | Reduced |
| GEODE CAPITAL MANAGEMENT, LLC | 578,315 | $90.24M | 0.00% | −20,907−3.5% | Reduced |
| DIMENSIONAL FUND ADVISORS LP | 561,857 | $87.66M | 0.02% | +44,088+8.5% | Added |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 557,955 | $87.05M | 0.32% | −87,429−13.5% | Reduced |
| TWO SIGMA INVESTMENTS, LP | 484,249 | $75.55M | 0.06% | −375,210−43.7% | Reduced |
| JANE STREET GROUP, LLC | 431,301 | $67.29M | 0.04% | +97,440+29.2% | Added |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 420,742 | $65.64M | 0.03% | +25,811+6.5% | Added |
| KENSICO CAPITAL MANAGEMENT CORP | 284,100 | $44.33M | 0.76% | +149,100+110.4% | Added |
| Invesco Ltd. | 259,287 | $40.45M | 0.00% | −25,843−9.1% | Reduced |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 244,324 | $37.94M | 0.01% | −10,415−4.1% | Reduced |
| RENAISSANCE TECHNOLOGIES LLC | 238,770 | $37.25M | 0.05% | −210,100−46.8% | Reduced |
| JPMORGAN CHASE & CO | 236,316 | $36.98M | 0.00% | −193,740−45.0% | Reduced |
| Bank of New York Mellon Corp | 232,481 | $36.27M | 0.01% | +57,475+32.8% | Added |
| Copeland Capital Management, LLC | 229,546 | $35.81M | 0.74% | +94,331+69.8% | Added |
| UBS Group AG | 209,075 | $32.62M | 0.01% | +139,133+198.9% | Added |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 206,136 | $32.16M | 0.00% | −7,687−3.6% | Reduced |
| Quantinno Capital Management LP | 203,220 | $31.71M | 0.04% | +16,274+8.7% | Added |
| BANK OF AMERICA CORP /DE/ | 192,610 | $30.05M | 0.00% | +9,035+4.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 191,181 | $29.83M | 0.03% | +5,133+2.8% | Added |
| FMR LLC | 180,968 | $28.23M | 0.00% | +74,263+69.6% | Added |
| GOLDMAN SACHS GROUP INC | 179,184 | $27.96M | 0.00% | −31,218−14.8% | Reduced |
| NORTHERN TRUST CORP | 169,919 | $26.51M | 0.00% | −6,023−3.4% | Reduced |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 166,257 | $25.94M | 0.41% | −11,311−6.4% | Reduced |
| MILLENNIUM MANAGEMENT LLC | 162,620 | $25.37M | 0.02% | −160,386−49.7% | Reduced |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 162,073 | $25.29M | 0.11% | −15,799−8.9% | Reduced |
| BROOKFIELD ASSET MANAGEMENT INC. | 156,792 | $24.46M | 0.03% | +156,792 | New |
| NORGES BANK | 155,686 | $24.29M | 0.00% | +155,686 | New |
| NORDEA INVESTMENT MANAGEMENT AB | 147,892 | $22.92M | 0.02% | +74,723+102.1% | Added |
| ROYCE & ASSOCIATES LP | 144,996 | $22.62M | 0.18% | −29,279−16.8% | Reduced |
| Gotham Asset Management, LLC | 142,299 | $22.2M | 0.05% | −27,331−16.1% | Reduced |
| VANGUARD FIDUCIARY TRUST CO | 136,878 | $21.36M | 0.00% | −5,967−4.2% | Reduced |
| AMERIPRISE FINANCIAL INC | 136,872 | $21.35M | 0.00% | −19,839−12.7% | Reduced |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 124,542 | $19.43M | 0.06% | −38,937−23.8% | Reduced |
| ENVESTNET ASSET MANAGEMENT INC | 118,347 | $18.46M | 0.00% | +11,560+10.8% | Added |
| AMERICAN CAPITAL MANAGEMENT INC | 114,947 | $17.93M | 0.80% | +6,607+6.1% | Added |
| SEI INVESTMENTS CO | 112,779 | $17.6M | 0.02% | −76,523−40.4% | Reduced |
| Crawford Fund Management, LLC | 109,500 | $17.08M | 5.24% | +20,300+22.8% | Added |
| DF DENT & CO INC | 106,374 | $16.6M | 0.31% | +4,003+3.9% | Added |
| Jupiter Topco LLC | 91,390 | $14.26M | 0.01% | +91,390 | New |
| PRINCIPAL FINANCIAL GROUP INC | 76,156 | $11.88M | 0.01% | −917−1.2% | Reduced |
| Tudor Investment Corp Et Al | 76,095 | $11.87M | 0.05% | +36,095+90.2% | Added |
| Candriam Luxembourg S.C.A. | 74,445 | $11.6M | 0.05% | +74,445 | New |
| Allianz Asset Management GmbH | 74,023 | $11.55M | 0.01% | +46,919+173.1% | Added |
| CAPITAL FUND MANAGEMENT S.A. | 69,077 | $10.78M | 0.08% | +1,872+2.8% | Added |
| STIFEL FINANCIAL CORP | 67,188 | $10.48M | 0.01% | +4,087+6.5% | Added |
| LOOMIS SAYLES & CO L P | 64,876 | $10.12M | 0.01% | +15,895+32.5% | Added |
| UBS ASSET MANAGEMENT AMERICAS INC | 61,984 | $9.67M | 0.00% | −7,242−10.5% | Reduced |
| PRUDENTIAL FINANCIAL INC | 61,498 | $9.59M | 0.01% | −4,000−6.1% | Reduced |
| Chicago Capital, LLC | 60,972 | $9.51M | 0.23% | −13,190−17.8% | Reduced |
| BARLOW WEALTH PARTNERS, INC. | 57,602 | $9.51M | 1.03% | −118−0.2% | Reduced |
| RHUMBLINE ADVISERS | 55,898 | $8.72M | 0.01% | −6,795−10.8% | Reduced |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 54,859 | $8.56M | 0.01% | −36,431−39.9% | Reduced |
| IEQ CAPITAL, LLC | 53,907 | $8.41M | 0.04% | +24,772+85.0% | Added |
| CANADA PENSION PLAN INVESTMENT BOARD | 50,700 | $7.91M | 0.00% | −1,400−2.7% | Reduced |
| Nuveen, LLC | 49,783 | $7.77M | 0.00% | −10,993−18.1% | Reduced |
| Mariner, LLC | 49,671 | $7.75M | 0.01% | +33,147+200.6% | Added |
| SG Americas Securities, LLC | 48,845 | $7.62M | 0.00% | +1,908+4.1% | Added |
| Squarepoint Ops LLC | 47,742 | $7.45M | 0.01% | +47,742 | New |
| ALLIANCEBERNSTEIN L.P. | 41,088 | $6.95M | 0.00% | +10,122+32.7% | Added |
| FIRST TRUST ADVISORS LP | 44,475 | $6.94M | 0.00% | +18,744+72.8% | Added |
| Swiss National Bank | 40,600 | $6.33M | 0.00% | −8,200−16.8% | Reduced |
| Engineers Gate Manager LP | 39,989 | $6.24M | 0.08% | +25,817+182.2% | Added |
| ALGERT GLOBAL LLC | 35,197 | $5.49M | 0.07% | −13,760−28.1% | Reduced |
| Creative Planning | 34,701 | $5.41M | 0.00% | +300+0.9% | Added |
| AMERICAN CENTURY COMPANIES INC | 33,811 | $5.28M | 0.00% | −2,831−7.7% | Reduced |
| BENJAMIN EDWARDS INC | 33,499 | $5.23M | 0.05% | −1,207−3.5% | Reduced |
| Point72 Asset Management, L.P. | 32,754 | $5.11M | 0.01% | −138,155−80.8% | Reduced |
| XTX Topco Ltd | 32,638 | $5.09M | 0.07% | +11,286+52.9% | Added |
| Quadrature Capital Ltd | 31,566 | $4.92M | 0.04% | +29,642+1,540.6% | Added |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 31,222 | $4.87M | 0.00% | −2,159−6.5% | Reduced |
| CITADEL ADVISORS LLC | 27,906 | $4.35M | 0.00% | +4,256+18.0% | Added |
| Legal & General Group Plc | 27,422 | $4.28M | 0.00% | −5,274−16.1% | Reduced |
| BARCLAYS PLC | 26,602 | $4.15M | 0.00% | −1,348−4.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,415 | $4.12M | 0.08% | +16,832+175.6% | Added |
| NICHOLAS COMPANY, INC. | 26,185 | $4.09M | 0.07% | 00.0% | Unchanged |
| CAXTON ASSOCIATES LLP | 24,236 | $3.78M | 0.07% | −741−3.0% | Reduced |
| MERCER GLOBAL ADVISORS INC /ADV | 24,099 | $3.76M | 0.00% | +16,653+223.7% | Added |
| State of Alaska, Department of Revenue | 23,699 | $3.7M | 0.04% | +6,826+40.5% | Added |
| PRICE T ROWE ASSOCIATES INC /MD/ | 23,623 | $3.69M | 0.00% | +394+1.7% | Added |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 22,952 | $3.58M | 0.00% | −6,471−22.0% | Reduced |
| Vident Advisory, LLC | 22,877 | $3.57M | 0.03% | +1,187+5.5% | Added |
| CERITY PARTNERS LLC | 22,838 | $3.56M | 0.00% | +8,150+55.5% | Added |
| Retirement Systems of Alabama | 22,812 | $3.56M | 0.01% | −5,334−19.0% | Reduced |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22,310 | $3.48M | 0.01% | −370−1.6% | Reduced |
| MARSHALL WACE, LLP | 21,114 | $3.29M | 0.00% | +10,531+99.5% | Added |
| WELLS FARGO & COMPANY/MN | 19,503 | $3.04M | 0.00% | −888−4.4% | Reduced |
| MidFirst Bank | 18,560 | $2.9M | 0.21% | −242−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 18,361 | $2.86M | 0.11% | +15,875+638.6% | Added |
| LAZARD ASSET MANAGEMENT LLC | 18,309 | $2.86M | 0.00% | +3,572+24.2% | Added |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18,661 | $2.84M | 0.00% | +11,053+145.3% | Added |
| Numerai GP LLC | 18,066 | $2.82M | 0.23% | +4,999+38.3% | Added |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,903 | $2.79M | 0.00% | −8,258−31.6% | Reduced |
| DEARBORN PARTNERS LLC | 17,145 | $2.79M | 0.08% | +8,465+97.5% | Added |