CONFLUENCE INVESTMENT MANAGEMENT LLC has added 106,535 shares of $MORN to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MORN.
MORNINGSTAR Hedge Fund Activity
We have seen 228 institutional investors add shares of MORNINGSTAR stock to their portfolio, and 246 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SELECT EQUITY GROUP, L.P. removed 581,210 shares (-27.6%) from their portfolio in Q4 2025, for an estimated $126,302,745
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 577,532 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $125,503,478
- WELLINGTON MANAGEMENT GROUP LLP added 523,387 shares (+85.4%) to their portfolio in Q4 2025, for an estimated $113,737,228
- LIONTRUST INVESTMENT PARTNERS LLP removed 391,380 shares (-99.9%) from their portfolio in Q4 2025, for an estimated $85,050,787
- JANE STREET GROUP, LLC added 299,672 shares (+240.5%) to their portfolio in Q4 2025, for an estimated $65,121,722
- AQR CAPITAL MANAGEMENT LLC added 292,053 shares (+48.0%) to their portfolio in Q4 2025, for an estimated $63,466,037
- CORIENT PRIVATE WEALTH LLC added 240,848 shares (+1196.5%) to their portfolio in Q4 2025, for an estimated $52,338,678
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MORNINGSTAR Insider Trading Activity
MORNINGSTAR insiders have traded $MORN stock on the open market 122 times in the past 6 months. Of those trades, 1 have been purchases and 121 have been sales.
Here’s a breakdown of recent trading of $MORN stock by insiders over the last 6 months:
- JOSEPH D MANSUETO (Executive Chairman) has made 0 purchases and 120 sales selling 200,000 shares for an estimated $38,019,525.
- MICHAEL HOLT (Chief Financial Officer) purchased 1,000 shares for an estimated $186,590
- CAROLINE J TSAY sold 600 shares for an estimated $131,090
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MORNINGSTAR Government Contracts
We have seen $5,672,573 of award payments to $MORN over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- ACCESS TO MORNINGSTAR DATA PRODUCTS: $1,070,700
- THE REQUIREMENT IS FOR ACCESS TO PITCHBOOK SOFTWARE LICENSES.: $736,287
- PITCHBOOK RENEWAL 2025: $719,821
- PITCHBOOK SUBSCRIPTION SERVICES. NEW TASK ORDER #3 - PITCHBOOK SUBSCRIPTION.: $456,500
- PITCHBOOK DATA FEED FOR COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES (CFIUS) AND OFFICE OF INVESTME...: $316,801
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
MORNINGSTAR Congressional Stock Trading
Members of Congress have traded $MORN stock 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $MORN stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 02/25, 02/19, 02/06, 01/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
MORNINGSTAR Analyst Ratings
Wall Street analysts have issued reports on $MORN in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 10/30/2025
To track analyst ratings and price targets for MORNINGSTAR, check out Quiver Quantitative's $MORN forecast page.
MORNINGSTAR Price Targets
Multiple analysts have issued price targets for $MORN recently. We have seen 2 analysts offer price targets for $MORN in the last 6 months, with a median target of $256.5.
Here are some recent targets:
- Jeffrey Silber from BMO Capital set a target price of $193.0 on 02/17/2026
- Alex Kramm from UBS set a target price of $320.0 on 10/30/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $MORN ticker page for more data.
