Barclays
MORN icon

Barclays’s Morningstar MORN Stock Holding History

Barclays’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,200
Closed -$277K – 7179
2018
Q3 		$277K Sell
2,200
-100
-4% -$13.5K ﹤0.01% 4737
2018
Q2 		$295K Buy
+2,300
New +$263K ﹤0.01% 4395
2017
Q4 		– Sell
-2,600
Closed -$221K – 7036
2017
Q3 		$221K Sell
2,600
-100
-4% -$8.15K ﹤0.01% 4344
2017
Q2 		$212K Buy
+2,700
New +$204K ﹤0.01% 4309
2016
Q2 		– Sell
-1,000
Closed -$88K – 6511
2016
Q1 		$88K Buy
+1,000
New +$79.7K ﹤0.01% 4432
2014
Q2 		– Sell
-400
Closed -$32K – 7729
2014
Q1 		$32K Buy
400
+200
+100% +$15.9K ﹤0.01% 6323
2013
Q4 		$16K Buy
200
+100
+100% +$7.95K ﹤0.01% 6822
2013
Q3 		$8K Sell
100
-700
-88% -$54.1K ﹤0.01% 6854
2013
Q2 		$62K Buy
+800
New +$55.4K ﹤0.01% 6156

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Barclays's MORN Position: Q1 2026 in Review

Barclays increased its Morningstar (MORN) stake by 20% in Q1 2026, buying an estimated $873K and bringing the position to 27,950 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Barclays first reported a position in MORN in Q2 2013 and has held it in 52 quarters since. The position peaked at $23M in Q3 2023. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Barclays held 27,950 shares of Morningstar worth $4.72M as of Q1 2026.
  • Barclays bought 4,698 Morningstar shares in Q1 2026, an estimated $873K.
  • Morningstar made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #1852 holding.
  • Barclays first reported a position in Morningstar in Q2 2013 and has held it in 52 quarters since.
  • Barclays's Morningstar position peaked at $23M in Q3 2023.
  • 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.