Morningstar Inc.
11 of the Top-200 alpha managers hold $MORN as of the latest 13F snapshot.
Smart Money · top-200 alpha cohort
11 holders · Q1 2026$MORN is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.12%, with an average of 0.04% of portfolio. Largest holder: Voloridge Investment Management, LLC at 0.12%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 443 · Source: 13F-HRInsider activity · last 90 days
43 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
7 disclosures · STOCK ActSource data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:28 UTC.