Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
428 institutional managers reported holding MORN for the quarter ended Mar 31, 2026. Together they hold about 59% of shares outstanding; the top 10 hold 31%. 60 opened new positions; 100 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 2.34M | 5.95% | $395.2M | trimmed -1.1% | ≤2013 |
| Vanguard Group | 2.22M | 5.66% | $376.0M | trimmed -6.5% | ≤2013 |
| Morgan Stanley | 1.73M | 4.40% | $292.5M | trimmed -13.7% | ≤2013 |
| Wellington Management | 1.66M | 4.23% | $281.0M | added +46.3% | 2023 Q3 |
| Two Sigma | 859.5k | 2.19% | $145.3M | added +124.7% | 2024 Q4 |
| Bamco INC /NY/ | 759.5k | 1.93% | $128.4M | trimmed -38.8% | ≤2013 |
| State Street | 735.6k | 1.87% | $124.3M | trimmed -1.5% | ≤2013 |
| LOS Angeles Capital Management LLC | 645.4k | 1.64% | $109.1M | added +581327% | 2025 Q4 |
| Select Equity Group | 637.7k | 1.62% | $107.8M | trimmed -58.1% | 2019 Q2 |
| AQR Capital | 623.6k | 1.59% | $105.4M | trimmed -30.7% | 2015 Q3 |
| Geode Capital | 599.2k | 1.52% | $101.3M | unchanged | ≤2013 |
| Dimensional Fund Advisors | 517.8k | 1.32% | $87.5M | added +9.7% | ≤2013 |
| Renaissance Technologies | 448.9k | 1.14% | $75.9M | added +38.6% | ≤2013 |
| Arrowstreet Capital | 394.9k | 1.00% | $66.8M | added +38.5% | 2023 Q4 |
| Jane Street | 333.9k | 0.85% | $56.4M | trimmed -21.3% | 2019 Q3 |
| Millennium Management | 323.0k | 0.82% | $54.6M | trimmed -6.1% | 2013 Q3 |
| Invesco | 285.1k | 0.73% | $48.2M | added +4.8% | ≤2013 |
| MFS Investment Management | 254.7k | 0.65% | $43.1M | trimmed -29.6% | 2021 Q4 |
| BNP Paribas Financial Markets | 228.2k | 0.58% | $38.6M | added +389.7% | 2014 Q1 |
| Charles Schwab Investment Management | 213.8k | 0.54% | $36.1M | added +12.6% | ≤2013 |
| Goldman Sachs | 210.4k | 0.54% | $35.6M | added +84.9% | ≤2013 |
| SEI Investments CO | 189.3k | 0.48% | $32.0M | added +219.4% | 2014 Q1 |
| Quantinno Capital Management LP | 186.9k | 0.48% | $31.6M | trimmed -1% | 2021 Q4 |
| Bank OF America CORP /DE/ | 183.6k | 0.47% | $31.0M | added +11.7% | ≤2013 |
| Voloridge Investment Management | 177.9k | 0.45% | $30.1M | trimmed -21.5% | 2025 Q1 |
| Confluence Investment Management LLC | 177.6k | 0.45% | $30.0M | added +150% | ≤2013 |
| Northern Trust | 175.9k | 0.45% | $29.7M | unchanged | ≤2013 |
| BNY Mellon | 175.0k | 0.45% | $29.6M | added +3% | ≤2013 |
| Royce & Associates | 174.3k | 0.44% | $29.5M | added +21.9% | ≤2013 |
| Point72 | 170.9k | 0.43% | $28.9M | added +17.1% | 2023 Q4 |
| Gotham Asset Management | 169.6k | 0.43% | $28.7M | added +69.2% | 2023 Q4 |
| Kayne Anderson Rudnick Investment Management LLC | 163.5k | 0.42% | $27.6M | trimmed -13% | ≤2013 |
| Ameriprise Financial INC | 156.7k | 0.40% | $26.5M | added +692.2% | 2021 Q4 |
| M&G PLC | 149.8k | 0.38% | $25.3M | trimmed -4.1% | 2022 Q1 |
| Qube Research & Technologies LTD | 139.9k | 0.36% | $23.6M | trimmed -42.3% | 2024 Q1 |
| UBS | 139.2k | 0.35% | $23.5M | trimmed -61.8% | ≤2013 |
| EverSource Wealth Advisors, LLC | 137.7k | 0.35% | $23.3M | added +16707.7% | 2023 Q1 |
| Copeland Capital Management, LLC | 135.2k | 0.34% | $22.9M | added +28.4% | 2016 Q4 |
| Kensico Capital Management CORP (focused) | 135.0k | 0.34% | $22.8M | opened | 2026 Q1 |
| Focus Partners Wealth | 134.9k | 0.34% | $22.8M | trimmed -1.5% | 2024 Q3 |
| American Capital Management INC | 108.3k | 0.28% | $18.3M | trimmed -4.2% | ≤2013 |
| Envestnet Asset Management INC | 106.8k | 0.27% | $18.0M | added +24.2% | 2015 Q1 |
| FMR (Fidelity) | 106.7k | 0.27% | $18.0M | trimmed -28.4% | 2017 Q4 |
| DF Dent & CO INC | 102.4k | 0.26% | $17.3M | trimmed -29.7% | 2023 Q3 |
| Nomura Asset Management International INC. | 91.3k | 0.23% | $15.4M | opened | 2026 Q1 |
| Janus Henderson | 89.9k | 0.23% | $15.2M | added +56.1% | 2020 Q3 |
| Crawford Fund Management, LLC (focused) | 89.2k | 0.23% | $15.1M | added +339.4% | 2025 Q4 |
| Incline Global Management LLC (focused) | 88.4k | 0.23% | $14.9M | added +1307.4% | 2025 Q3 |
| Schroder Investment Management Group | 84.3k | 0.21% | $14.2M | trimmed -44.1% | 2024 Q4 |
| Principal Financial Group INC | 78.7k | 0.20% | $13.3M | trimmed -12.4% | 2015 Q1 |
Largest 50 of 428 shown; the full ranked, searchable register is at boothcheck.com/holders/MORN. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.