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$MORN:NASDAQ · MORNINGSTAR INC

Sector: financefintech

Conviction from: NASDAQ

52-week range: 141.49238.04

Morningstar provides independent investment research, data, ratings, indexes, and software for investors, financial advisors, and asset managers across mutual funds, equities, and other securities.

4 tracked filer(s) hold this · 1 opened, 1 added, 1 trimmed in 30-JUN-2026

Aggregate 13FScore 72 — mean of 4 scored holder(s) · buyers (new/add) avg 60. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Bridgewater56New buy4,249$662,9290.0%
Paul Tudor Jones / Tudor63Added +90%76,095$11,872,3420.0%
Robert Vinall / RV Capital91Holds (flat)3,700$577,2740.2%
Steve Cohen / Point7276Trimmed -81%32,754$5,110,2790.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

8 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-05-06April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-05-04April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-04-17April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-04-16April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-02-25April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-02-19April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-02-06April McClain Delaney MD06SELL$1,001 - $15,000PTR
2026-01-15April McClain Delaney MD06SELL$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

5 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-08-22Trump, Donald J PresidentSELL$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.