BHCM
MORN icon

Brevan Howard Capital Management’s Morningstar MORN Stock Holding History

Brevan Howard Capital Management’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
2026
Q2 		$1.49M Buy
9,535
+5,204
+120% +$904K 0.01% 868
2026
Q1 		$732K Buy
4,331
+1,802
+71% +$335K 0.01% 1082
2025
Q4 		$550K Sell
2,529
-13,775
-84% -$2.98M 0.01% 1060
2025
Q3 		$3.78M Buy
16,304
+6,950
+74% +$1.85M 0.02% 315
2025
Q2 		$2.94M Buy
9,354
+4,288
+85% +$1.27M 0.02% 586
2025
Q1 		$1.52M Buy
+5,066
New +$1.6M 0.01% 366

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brevan Howard Capital Management's MORN Position: Q2 2026 in Review

Brevan Howard Capital Management increased its Morningstar (MORN) stake by 120% in Q2 2026, buying an estimated $904K and bringing the position to 9,535 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #868.

Brevan Howard Capital Management first reported a position in MORN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.78M in Q3 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Brevan Howard Capital Management held 9,535 shares of Morningstar worth $1.49M as of Q2 2026.
  • Brevan Howard Capital Management bought 5,204 Morningstar shares in Q2 2026, an estimated $904K.
  • Morningstar made up 0.01% of Brevan Howard Capital Management's portfolio in Q2 2026, its #868 holding.
  • Brevan Howard Capital Management first reported a position in Morningstar in Q1 2025 and has held it in 6 quarters since.
  • Brevan Howard Capital Management's Morningstar position peaked at $3.78M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Brevan Howard Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.